| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | Stock | Buy | $1.0K–$15K | -7.6% | Self | Jun 23 '26 | Jul 21 '26 |
| — | Berkshire Hathaway Inc | Stock | Buy | $15.0K–$50K | — | Self | Jun 23 '26 | Jul 21 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | -17.8% | Self | May 27 '26 | Jun 25 '26 |
| — | Berkshire Hathaway Inc (2) | Stock | Buy | $1.0K–$15K | — | Self | May 27 '26 | Jun 25 '26 |
| — | Berkshire Hathaway Inc | Stock | Buy | $1.0K–$15K | — | Spouse | May 27 '26 | Jun 25 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | +27.1% | Self | Sep 23 '25 | Oct 27 '25 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | +27.1% | Spouse | Sep 23 '25 | Oct 27 '25 |
| BRK/B | Berkshire Hathaway Inc | Stock | Buy | $1.0K–$15K | — | Self | Sep 23 '25 | Oct 27 '25 |
| GOOG | Alphabet Cl C | Stock | Sale (Partial) | $1.0K–$15K | +26.5% | Self | Sep 23 '25 | Oct 26 '25 |
| BRK.B | Berkshire Hathaway Cl B | Stock | Buy | $1.0K–$15K | — | Self | Sep 23 '25 | Oct 26 '25 |
| GOOG | Alphabet Cl C | Stock | Sale (Partial) | $1.0K–$15K | +26.5% | Spouse | Sep 23 '25 | Oct 26 '25 |
| GOOGL | Alphabet Inc (2) | Stock | Buy | $1.0K–$15K | +107.2% | Self | May 08 '25 | Jun 18 '25 |
| GOOGL | Alphabet Inc (2) | Stock | Buy | $1.0K–$15K | +107.2% | Spouse | May 08 '25 | Jun 18 '25 |
| GOOG | Alphabet Cl C | Stock | Buy | $1.0K–$15K | +104.9% | Self | May 08 '25 | Jun 17 '25 |
| GOOG | Alphabet Cl C | Stock | Buy | $1.0K–$15K | +104.9% | Spouse | May 08 '25 | Jun 17 '25 |
| BRK.B | Berkshire Hathaway Cl B | Stock | Buy | $1.0K–$15K | — | Self | Dec 16 '24 | Jan 17 '25 |
| BRK.B | Berkshire Hathaway Cl B | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Jul 29 '24 | Aug 28 '24 |
| BRK.B | Berkshire Hathaway Cl B | Stock | Sale (Partial) | $15.0K–$50K | — | Self | Jul 29 '24 | Aug 28 '24 |
| VZ | Verizon Communications Inc. Common Stock | Stock | Sale | $1.0K–$15K | +22.5% | Self | Dec 14 '23 | Jan 16 '24 |
| META | Meta Platforms, Inc. - Class A Common Stock | Stock | Sale | $1.0K–$15K | +78.6% | Self | Dec 14 '23 | Jan 16 '24 |
| CVX | Chevron Corporation Common Stock | Stock | Sale | $1.0K–$15K | +29.9% | Self | Dec 14 '23 | Jan 16 '24 |
| CMCSA | Comcast Corporation - Class A Common Stock | Stock | Sale | $1.0K–$15K | -50.0% | Spouse | Dec 14 '23 | Jan 16 '24 |
| KMB | Kimberly-Clark Corporation Common Stock | Stock | Sale | $1.0K–$15K | -9.2% | Spouse | Dec 14 '23 | Jan 16 '24 |
| CSCO | Cisco Systems, Inc. - Common Stock | Stock | Sale | $1.0K–$15K | +130.9% | Self | Dec 14 '23 | Jan 16 '24 |
| CMCSA | Comcast Corporation - Class A Common Stock | Stock | Sale | $1.0K–$15K | -50.0% | Self | Dec 14 '23 | Jan 16 '24 |