| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc | Stock | Buy | $1.0K–$15K | +16.9% | Self | Mar 30 '26 | Apr 03 '26 |
| ERIE | Erie Indemnity Co | Stock | Buy | $1.0K–$15K | -9.9% | Self | Mar 30 '26 | Apr 03 '26 |
| AMZN | Amazon.com Inc | Stock | Buy | $1.0K–$15K | +15.5% | Self | Mar 30 '26 | Apr 03 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | +6.3% | Self | Mar 30 '26 | Apr 03 '26 |
| MU | Micron Technology Inc | Stock | Buy | $1.0K–$15K | +186.2% | Self | Mar 30 '26 | Apr 03 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | +7.0% | Self | Mar 27 '26 | Apr 03 '26 |
| ERIE | Erie Indemnity Co | Stock | Buy | $1.0K–$15K | -7.2% | Self | Mar 27 '26 | Apr 03 '26 |
| T | AT&T Inc | Stock | Sale | $1.0K–$15K | -17.1% | Self | Mar 27 '26 | Apr 03 '26 |
| JPM | JPMorgan Chase & Co | Stock | Buy | $1.0K–$15K | +31.1% | Self | Jun 17 '25 | Jul 15 '25 |
| GOOGL | Alphabet Inc | Stock | Buy | $1.0K–$15K | +95.0% | Self | May 15 '25 | Jun 09 '25 |
| GOOG | Alphabet Inc. - Class C Capital Stock | Stock | Buy | $1.0K–$15K | +92.9% | Child | May 15 '25 | Jun 08 '25 |
| MRO | Marathon Oil Corp | Stock | Sale (Partial) | $1.0K–$15K | +2.5% | Child | Jan 24 '23 | Aug 12 '24 |