| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| GE GEHC | General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received) | Stock | Exchange | $1.0K–$15K | — | Joint | Jan 03 '23 | Jan 10 '23 |
| GE GEHC | General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received) | Stock | Exchange | $1.0K–$15K | — | Self | Jan 03 '23 | Jan 10 '23 |
| T WBD | AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received) | Stock | Exchange | $1.0K–$15K | — | Joint | Apr 08 '22 | Apr 20 '22 |
| BDX EMBC | Becton, Dickinson and Company Common Stock (Exchanged) Embecta Corp. - Common Stock (Received) | Stock | Exchange | $1.0K–$15K | — | Joint | Apr 01 '22 | Apr 20 '22 |
| DELL VMW | Dell Technologies Inc. Class C Common Stock (Exchanged) Vmware, Inc. Common stock, Class A (Received) | Stock | Exchange | $1.0K–$15K | — | Spouse | Nov 01 '21 | Dec 08 '21 |
| PFE VTRS | Pfizer Inc. (Exchanged) Viatris Inc. (Received) | Stock | Exchange | $1.0K–$15K | — | Joint | Nov 17 '20 | Dec 09 '20 |