| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| IGV | IShares Expanded Tech-Software Sector ETF | Stock | Buy | $1.0K–$15K | — | Joint | Jun 25 '26 | Jul 13 '26 |
| ATO | Atmos Energy Corp | Stock | Sale | $1.0K–$15K | +5.4% | Joint | Jun 12 '26 | Jul 13 '26 |
| CEG | CONSTELLATION ENE CORP | Stock | Buy | $1.0K–$15K | +8.1% | Joint | Jun 12 '26 | Jul 13 '26 |
| BSX | Boston Scientific Corp | Stock | Sale | $1.0K–$15K | -9.4% | Joint | Jun 04 '26 | Jul 13 '26 |
| UNH | Unitedhealth Group Inc | Stock | Buy | $1.0K–$15K | +6.1% | Joint | Jun 04 '26 | Jul 13 '26 |
| PLTR | Palantir Technologies Inc | Stock | Buy | $1.0K–$15K | -8.3% | Joint | May 15 '26 | Jun 16 '26 |
| ECL | Ecolab Inc | Stock | Sale | $1.0K–$15K | +8.5% | Joint | May 15 '26 | Jun 16 '26 |
| ACN | Accenture PLC | Stock | Sale | $1.0K–$15K | -12.9% | Joint | May 15 '26 | Jun 16 '26 |
| ALB | Albemarle Corp | Stock | Buy | $1.0K–$15K | -36.3% | Joint | May 15 '26 | Jun 16 '26 |
| DVN | Devon Energy Corp | Stock | Buy | $1.0K–$15K | -5.9% | Joint | Apr 09 '26 | May 08 '26 |
| CEG | CONSTELLATION ENE CORP | Stock | Buy | $1.0K–$15K | +0.6% | Joint | Apr 02 '26 | May 08 '26 |
| NVDA | NVIDIA Corporation | Stock | Buy | $1.0K–$15K | +15.8% | Joint | Mar 19 '26 | Apr 14 '26 |
| JNJ | Johnson & Johnson | Stock | Sale | $1.0K–$15K | +10.9% | Joint | Mar 19 '26 | Apr 14 '26 |
| ARES | Ares Management Corp | Stock | Buy | $1.0K–$15K | +24.3% | Joint | Mar 13 '26 | Apr 14 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | -7.1% | Joint | Mar 05 '26 | Apr 14 '26 |
| AMAT | Applied Materials Inc | Stock | Sale | $1.0K–$15K | +44.0% | Joint | Feb 27 '26 | Mar 06 '26 |
| NTAP | NetApp Inc | Stock | Buy | $1.0K–$15K | +69.4% | Joint | Feb 27 '26 | Mar 06 '26 |
| PG | The Procter & Gamble Co | Stock | Sale | $1.0K–$15K | -10.0% | Joint | Feb 26 '26 | Mar 06 '26 |
| KR | The Kroger Co | Stock | Buy | $1.0K–$15K | -15.3% | Joint | Feb 26 '26 | Mar 06 '26 |
| UNP | Union Pacific Corp | Stock | Sale | $1.0K–$15K | +16.9% | Joint | Feb 19 '26 | Mar 06 '26 |
| ADBE | Adobe Inc | Stock | Sale | $1.0K–$15K | -14.7% | Joint | Feb 13 '26 | Mar 06 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | -4.9% | Joint | Feb 13 '26 | Mar 06 '26 |
| UBER | Uber Technologies Inc | Stock | Buy | $1.0K–$15K | -11.8% | Joint | Feb 06 '26 | Mar 06 '26 |
| UNP | Union Pacific Corp | Stock | Sale | $1.0K–$15K | +31.6% | Joint | Jan 29 '26 | Feb 15 '26 |
| OMC | Omnicom Group Inc | Stock | Sale | $1.0K–$15K | +5.1% | Joint | Jan 29 '26 | Feb 15 '26 |