| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M Co | Stock | Sale | $1.0K–$15K | — | Joint | Apr 28 '26 | May 20 '26 |
| AMD | Advanced Micro Devices Inc | Stock | Buy | $1.0K–$15K | — | Joint | Apr 27 '26 | May 20 '26 |
| IBM | International Business Machines Corp | Stock | Sale | $1.0K–$15K | — | Joint | Apr 24 '26 | May 20 '26 |
| NOW | ServiceNow Inc | Stock | Sale | $1.0K–$15K | — | Joint | Apr 24 '26 | May 20 '26 |
| AMD | Advanced Micro Devices Inc | Stock | Buy | $1.0K–$15K | — | Joint | Apr 23 '26 | May 20 '26 |
| GS | The Goldman Sachs Group Inc | Stock | Buy | $1.0K–$15K | — | Joint | Apr 16 '26 | May 20 '26 |
| FCX | Freeport-McMoRan Inc | Stock | Buy | $1.0K–$15K | — | Joint | Apr 15 '26 | May 20 '26 |
| IFNNY | Infineon Technologies AG | Stock | Buy | $1.0K–$15K | — | Joint | Apr 13 '26 | May 20 '26 |
| HDB | H D F C Bank Ltd | Stock | Sale | $1.0K–$15K | — | Joint | Apr 13 '26 | May 20 '26 |
| DLTR | Dollar Tree Inc | Stock | Sale | $1.0K–$15K | — | Joint | Apr 09 '26 | May 20 '26 |
| ALLY | Ally Financial Inc | Stock | Sale | $1.0K–$15K | — | Joint | Apr 09 '26 | May 20 '26 |
| MKTX | MarketAxess Holdings Inc | Stock | Sale | $1.0K–$15K | — | Joint | Apr 09 '26 | May 20 '26 |
| HD | The Home Depot Inc | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| GS | The Goldman Sachs Group Inc | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| MLM | Martin Marietta Materials Inc | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| PFGC | PERFORMANCE FOOD GROUP COMPANY | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| F | Ford Motor Co | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| TSCO | Tractor Supply Co | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| DRI | Darden Restaurants Inc | Stock | Sale | $15.0K–$50K | — | Self | Apr 09 '26 | May 20 '26 |
| T | AT&T Inc | Stock | Sale | $1.0K–$15K | — | Joint | Apr 09 '26 | May 20 '26 |
| SYF | Synchrony Financial | Stock | Sale | $15.0K–$50K | — | Joint | Apr 09 '26 | May 20 '26 |
| FWRG | FIRST WATCH RESTAURA GRO INC | Stock | Buy | $1.0K–$15K | — | Joint | Apr 06 '26 | May 20 '26 |
| NTES | Netease Inc | Stock | Buy | $1.0K–$15K | — | Joint | Apr 06 '26 | May 20 '26 |
| CBZ | CBIZ Inc | Stock | Buy | $1.0K–$15K | — | Joint | Apr 06 '26 | May 20 '26 |
| MSFT | Microsoft Corp | Option | Buy | $50.0K–$100K | — | Joint | Mar 25 '26 | Apr 09 '26 |