DateSecurityTypeAmountFiledOwner
2025-06-09ETNEaton Corporation, PLC Ordinary Shares (ETN) [ST] F S: New S O: Charles Schwab Brokerage Account 924Sell$1.0K – $15.0K2025-08-13spouse 2025-06-09DGDollar General Corporation Common Stock (DG) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09CRGYCrescent Energy Company Class A Common Stock (CRGY) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09COSTCostco Wholesale Corporation - Common Stock (COST) [ST] F S: New S O: Charles Schwab Brokerage Account 924Sell$1.0K – $15.0K2025-08-13spouse 2025-06-09CNOCNO Financial Group, Inc. Common Stock (CNO) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09BRKLBrookline Bancorp, Inc. - Common Stock (BRKL) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09Berkshire Hathaway Inc. NewBuy$1.0K – $15.0K2025-08-13spouse
2025-06-09AZNAstraZeneca PLC - American Depositary Shares (AZN) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09ASMLASML Holding N.V. - New York Registry Shares (ASML) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09AAPLApple Inc. - Common Stock (AAPL) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09BUDAnheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09AALAmerican Airlines Group, Inc. - Common Stock (AAL) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09AMEDAmedisys Inc - Common Stock (AMED) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09AMZNAmazon.com, Inc. - Common Stock (AMZN) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09GOOGAlphabet Inc. - Class C Capital Stock (GOOG) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-09BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] F S: New S O: Charles Schwab Brokerage Account 924Buy$1.0K – $15.0K2025-08-13spouse 2025-06-06TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE [GS]Sell$15.0K – $50.0K2025-08-13spouse
2025-06-06MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE [GS]Sell$15.0K – $50.0K2025-08-13spouse
2025-06-06MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE [GS] F S: New S O: Charles Schwab Brokerage Account 924Sell$1.0K – $15.0K2025-08-13spouse
2025-06-06KALAMAZOO MICH WTR R REV 5% 09/01/2029 [GS]Sell$15.0K – $50.0K2025-08-13spouse
2025-06-06GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE [GS]Sell$15.0K – $50.0K2025-08-13spouse
2025-06-06GRAND RAPIDS MICH GO 5% 10/01/2034 [GS]Sell$15.0K – $50.0K2025-08-13spouse
2025-06-06BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE [GS]Sell$15.0K – $50.0K2025-08-13spouse
2025-03-28TTDThe Trade Desk, Inc. - Class A Common Stock (TTD) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-03-28HUBSHubSpot, Inc. Common Stock (HUBS) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-03-21WDAYWorkday, Inc. - Class A Common Stock (WDAY) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-03-21CRMSalesforce, Inc. Common Stock (CRM) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-03-20SYYSysco Corporation Common Stock (SYY) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-03-20ANETArista Networks, Inc. Common Stock (ANET) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-03-13Swartz Creek Mich CM GO 5% Due 05/01/2039 [GS]Buy$15.0K – $50.0K2025-08-13spouse
2025-03-13ETNEaton Corporation, PLC Ordinary Shares (ETN) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-03-12NOWServiceNow, Inc. Common Stock (NOW) [ST]Buy$1.0K – $15.0K2025-08-13spouse 2025-03-12EMREmerson Electric Company Common Stock (EMR) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-03-12DTDynatrace, Inc. Common Stock (DT) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-02-24WMBWilliams Companies, Inc. (WMB) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-02-21UBERUber Technologies, Inc. Common Stock (UBER) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-02-21TTDThe Trade Desk, Inc. - Class A Common Stock (TTD) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-02-21SHWSherwin-Williams Company (SHW) [ST] F S: New S O: Charles Schwab Brokerage Account 548Sell$1.0K – $15.0K2025-08-13spouse 2025-02-21HUBSHubSpot, Inc. Common Stock (HUBS) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-02-18Lanse Creuse Mich P 5%39 [GS]Buy$15.0K – $50.0K2025-08-13spouse
2025-02-14INTUIntuit Inc. - Common Stock (INTU) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-02-12Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35 [GS]Buy$15.0K – $50.0K2025-08-13spouse
2025-02-05NOWServiceNow, Inc. Common Stock (NOW) [ST] F S: New S O: Charles Schwab Brokerage Account 548Sell$1.0K – $15.0K2025-08-13spouse 2025-02-05Romeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33 [GS]Buy$15.0K – $50.0K2025-08-13spouse
2025-02-05Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36 [GS]Buy$1.0K – $15.0K2025-08-13spouse
2025-02-05EMREmerson Electric Company Common Stock (EMR) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-02-05ETNEaton Corporation, PLC Ordinary Shares (ETN) [ST]Sell$1.0K – $15.0K2025-08-13spouse 2025-02-05DTDynatrace, Inc. Common Stock (DT) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse 2025-01-31Michigan Trunk L 5%38 COMB TAX Due 11/15/38 [GS]Buy$15.0K – $50.0K2025-08-13spouse
2025-01-22AVGOBroadcom Inc. - Common Stock (AVGO) [ST] F S: New S O: Charles Schwab Brokerage Account 548Buy$1.0K – $15.0K2025-08-13spouse