| Company Holdings | All | CRM | WSM |
| Direct | Indirect Ownership | Total | |
| Shares | 802,979 | 0 | 802,979 |
| Value | $144,739,531.73 | $0.00 | $144,739,531.73 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| CRM | 03/19/2026 | AAP | 2,080 | Direct | COM | $194.59 | $404,746.99 | 9,530 |
| CRM | 03/19/2026 | AAP | 491 | Direct | COM | $194.54 | $95,519.14 | 7,450 |
| WSM | 03/16/2026 | DDS | 7,926 | Direct | COM | $182.61 | $1,447,366.86 | 793,449 |
| WSM | 03/16/2026 | DDS | 1,799 | Direct | COM | $183.70 | $330,476.30 | 791,650 |
| WSM | 03/16/2026 | DDS | 5,162 | Direct | COM | $181.66 | $937,728.92 | 801,375 |
| WSM | 03/16/2026 | DDS | 3,822 | Direct | COM | $184.65 | $705,732.30 | 787,828 |
| WSM | 03/16/2026 | DDS | 1,291 | Direct | COM | $185.54 | $239,532.14 | 786,537 |
| WSM | 01/15/2026 | DDS | 7,731 | Direct | COM | $205.91 | $1,591,890.21 | 833,806 |
| WSM | 01/15/2026 | DDS | 5,822 | Direct | COM | $206.84 | $1,204,222.48 | 827,984 |
| WSM | 01/15/2026 | DDS | 9,748 | Direct | COM | $208.33 | $2,030,800.84 | 806,537 |
| WSM | 01/15/2026 | DDS | 11,699 | Direct | COM | $207.85 | $2,431,637.15 | 816,285 |
| WSM | 11/26/2025 | DDS | 12,161 | Direct | COM | $181.07 | $2,201,992.27 | 846,927 |
| WSM | 11/25/2025 | DDS | 5,194 | Direct | COM | $175.60 | $912,066.40 | 871,733 |
| WSM | 11/25/2025 | DDS | 1,456 | Direct | COM | $176.53 | $257,027.68 | 870,277 |
| WSM | 11/25/2025 | DDS | 9,260 | Direct | COM | $180.52 | $1,671,615.20 | 859,088 |
| WSM | 11/25/2025 | DDS | 1,676 | Direct | COM | $178.05 | $298,411.80 | 868,601 |
| WSM | 11/25/2025 | DDS | 253 | Direct | COM | $179.21 | $45,340.13 | 868,348 |
| WSM | 09/15/2025 | DDS | 1,318 | Direct | COM | $197.59 | $260,423.62 | 964,547 |
| WSM | 09/15/2025 | DDS | 1,062 | Direct | COM | $196.81 | $209,012.22 | 965,865 |
| WSM | 09/15/2025 | DDS | 5,667 | Direct | COM | $198.90 | $1,127,166.30 | 958,880 |
| WSM | 09/15/2025 | DDS | 49,569 | Direct | COM | $200.02 | $9,914,791.38 | 909,311 |
| WSM | 09/15/2025 | DDS | 106 | Direct | COM | $201.32 | $21,339.92 | 876,927 |
| WSM | 09/15/2025 | DDS | 32,278 | Direct | COM | $200.83 | $6,482,390.74 | 877,033 |
| WSM | 07/15/2025 | DDS | 6,291 | Direct | COM | $166.86 | $1,049,716.26 | 986,161 |
| WSM | 07/15/2025 | DDS | 4,736 | Direct | COM | $167.71 | $794,274.56 | 981,425 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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