| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| HLT | Hilton Worldwide Holdings Inc | Stock | Buy | $1.0K–$15K | -6.4% | Spouse | Jun 15 '26 | Jul 16 '26 |
| MSGE | Madison Square Garden Entertainment Corp | Stock | Buy | $1.0K–$15K | +2.3% | Spouse | Jun 15 '26 | Jul 16 '26 |
| MCK | McKesson Corp | Stock | Sale | $1.0K–$15K | +7.8% | Spouse | Jun 15 '26 | Jul 16 '26 |
| MSFT | Microsoft Corp | Stock | Sale | $15.0K–$50K | -6.4% | Joint | May 12 '26 | Jun 17 '26 |
| V | Visa Inc | Stock | Sale | $50.0K–$100K | +15.0% | Joint | Apr 24 '26 | May 28 '26 |
| ORLY | O'Reilly Automotive Inc | Stock | Sale | $1.0K–$15K | -6.2% | Self | Apr 24 '26 | May 28 '26 |
| THC | Tenet Healthcare Corp | Stock | Sale | $15.0K–$50K | +21.9% | Joint | Apr 20 '26 | May 28 '26 |
| THC | Tenet Healthcare Corp | Stock | Sale | $1.0K–$15K | +20.5% | Spouse | Apr 15 '26 | May 28 '26 |
| BP | BP PLC | Stock | Buy | $1.0K–$15K | -2.1% | Self | Mar 20 '26 | Apr 09 '26 |
| BP | BP PLC | Stock | Buy | $15.0K–$50K | -4.4% | Joint | Mar 19 '26 | Apr 09 '26 |
| ORLY | O'Reilly Automotive Inc | Stock | Sale | $15.0K–$50K | -0.6% | Joint | Mar 19 '26 | Apr 09 '26 |
| AMZN | Amazon.com Inc | Stock | Sale | $1.0K–$15K | +8.7% | Self | Mar 09 '26 | Apr 09 '26 |
| IBM | International Business Machines Corp | Stock | Sale | $1.0K–$15K | -17.1% | Self | Feb 17 '26 | Mar 13 '26 |
| THC | Tenet Healthcare Corp | Stock | Sale | $1.0K–$15K | +3.0% | Spouse | Feb 11 '26 | Mar 13 '26 |
| C | Citigroup Inc | Stock | Buy | $1.0K–$15K | +12.6% | Spouse | Feb 11 '26 | Mar 13 '26 |
| AMZN | Amazon.com Inc | Stock | Sale | $1.0K–$15K | +13.7% | Spouse | Feb 11 '26 | Mar 13 '26 |
| PANW | Palo Alto Networks Inc | Stock | Sale | $50.0K–$100K | +109.2% | Joint | Feb 05 '26 | Mar 13 '26 |
| AMZN | Amazon.com Inc | Stock | Buy | $1.0K–$15K | +4.2% | Self | Feb 05 '26 | Mar 13 '26 |
| C | Citigroup Inc | Stock | Buy | $1.0K–$15K | +12.6% | Self | Feb 04 '26 | Mar 13 '26 |
| BRCM | Broadcom Corp | Stock | Sale | $1.0K–$15K | — | Self | Feb 04 '26 | Mar 13 '26 |
| SHOP | Shopify Inc | Stock | Sale | $1.0K–$15K | -4.6% | Self | Feb 03 '26 | Mar 13 '26 |
| GEV | GE VERNOVA INC | Stock | Buy | $15.0K–$50K | +39.7% | Joint | Jan 30 '26 | Feb 24 '26 |
| SHOP | Shopify Inc | Stock | Sale | $50.0K–$100K | -13.3% | Self | Jan 30 '26 | Feb 24 '26 |
| C | Citigroup Inc | Stock | Buy | $15.0K–$50K | +14.3% | Joint | Jan 30 '26 | Feb 24 '26 |
| VSAT | ViaSat Inc | Stock | Buy | $50.0K–$100K | +62.1% | Joint | Jan 22 '26 | Feb 24 '26 |