| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| CDRE | CADRE HOLDINGS INC | Stock | Buy | $1.0K–$15K | +8.2% | Self | Jun 30 '26 | Jul 03 '26 |
| CRDO | CREDO TECH GROUP HOLDING LTD | Stock | Sale | $1.0K–$15K | -21.6% | Self | Jun 30 '26 | Jul 03 '26 |
| BRCM | Broadcom Corp | Stock | Sale | $1.0K–$15K | — | Self | Jun 30 '26 | Jul 03 '26 |
| DSGX | The Descartes Systems Group Inc | Stock | Buy | $1.0K–$15K | -1.5% | Self | Jun 30 '26 | Jul 03 '26 |
| CBZ | CBIZ Inc | Stock | Sale | $1.0K–$15K | +32.9% | Self | Jun 30 '26 | Jul 03 '26 |
| AGX | Argan Inc | Stock | Buy | $15.0K–$50K | -28.8% | Self | Jun 30 '26 | Jul 03 '26 |
| CYTK | CYTOKINETICS INC | Stock | Buy | $1.0K–$15K | -5.2% | Self | Jun 30 '26 | Jul 03 '26 |
| BOOT | Boot Barn Holdings Inc | Stock | Buy | $1.0K–$15K | -8.7% | Self | Jun 30 '26 | Jul 03 '26 |
| HQY | HealthEquity Inc | Stock | Buy | $1.0K–$15K | +4.8% | Self | Jun 30 '26 | Jul 03 '26 |
| RBC | RBC Bearings Inc | Stock | Sale | $1.0K–$15K | -7.6% | Self | Jun 30 '26 | Jul 03 '26 |
| TCBI | Texas Capital Bancshares Inc | Stock | Buy | $1.0K–$15K | -3.9% | Self | Jun 30 '26 | Jul 03 '26 |
| TXRH | Texas Roadhouse Inc | Stock | Buy | $1.0K–$15K | +0.0% | Self | Jun 30 '26 | Jul 03 '26 |
| STRL | STERLING INFRASTRUCTURE INC | Stock | Sale | $1.0K–$15K | -21.3% | Self | Jun 30 '26 | Jul 03 '26 |
| SMTC | Semtech Corp | Stock | Sale | $1.0K–$15K | -22.2% | Self | Jun 30 '26 | Jul 03 '26 |
| MCHP | Microchip Technology Inc | Stock | Buy | $1.0K–$15K | -13.5% | Self | Jun 30 '26 | Jul 03 '26 |
| SFTBY | Softbank Group Corp | Stock | Sale | $1.0K–$15K | — | Self | Jun 30 '26 | Jul 03 '26 |
| VLTO | VERALTO CORP | Stock | Buy | $1.0K–$15K | +6.6% | Self | Jun 24 '26 | Jul 03 '26 |
| SPOT | Spotify Technology S.A | Stock | Sale | $1.0K–$15K | +3.1% | Spouse | Jun 18 '26 | Jul 03 '26 |
| ZTS | Zoetis Inc | Stock | Buy | $1.0K–$15K | -5.0% | Self | Jun 16 '26 | Jul 03 '26 |
| EA | Electronic Arts Inc | Stock | Buy | $1.0K–$15K | +3.0% | Self | Jun 16 '26 | Jul 03 '26 |
| IBM | International Business Machines Corp | Stock | Buy | $15.0K–$50K | -20.9% | Self | Jun 16 '26 | Jul 03 '26 |
| ABT | Abbott Laboratories | Stock | Buy | $1.0K–$15K | +13.8% | Self | Jun 16 '26 | Jul 03 '26 |
| BR | Broadridge Financial Solutions Inc | Stock | Buy | $1.0K–$15K | +3.5% | Self | Jun 16 '26 | Jul 03 '26 |
| PGR | The Progressive Corp | Stock | Buy | $1.0K–$15K | +4.5% | Self | Jun 16 '26 | Jul 03 '26 |
| ADP | Automatic Data Processing Inc | Stock | Buy | $1.0K–$15K | +12.7% | Self | Jun 16 '26 | Jul 03 '26 |