| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| DINO | HollyFrontier Corp | Stock | Sale | $1.0K–$15K | +73.5% | Self | Feb 20 '26 | Mar 13 '26 |
| TRV | The Travelers Companies Inc | Stock | Buy | $1.0K–$15K | +27.0% | Self | Feb 20 '26 | Mar 13 '26 |
| PEG | Public Service Enterprise Group Inc | Stock | Sale | $1.0K–$15K | -8.2% | Self | Feb 17 '26 | Mar 13 '26 |
| EXE | Chesapeake Energy Corp | Stock | Sale | $1.0K–$15K | -10.9% | Self | Feb 17 '26 | Mar 13 '26 |
| T | AT&T Inc | Stock | Sale | $1.0K–$15K | -16.2% | Self | Feb 12 '26 | Mar 13 '26 |
| ICLR | Icon PLC | Stock | Sale | $1.0K–$15K | +107.0% | Self | Feb 12 '26 | Mar 13 '26 |
| AVGO | Broadcom Inc | Stock | Sale | $1.0K–$15K | +15.3% | Self | Feb 12 '26 | Mar 13 '26 |
| META | Meta Platforms Inc | Stock | Buy | $1.0K–$15K | -8.4% | Self | Feb 12 '26 | Mar 13 '26 |
| ICE | Intercontinental Exchange Inc | Stock | Sale | $1.0K–$15K | -2.7% | Self | Feb 12 '26 | Mar 13 '26 |
| HUM | Humana Inc | Stock | Sale | $1.0K–$15K | +114.7% | Self | Feb 10 '26 | Mar 13 '26 |
| PM | Philip Morris International Inc | Stock | Sale | $1.0K–$15K | +6.0% | Self | Feb 05 '26 | Mar 13 '26 |
| PEP | PepsiCo Inc | Stock | Buy | $1.0K–$15K | -18.4% | Self | Feb 05 '26 | Mar 13 '26 |
| CMI | Cummins Inc | Stock | Buy | $1.0K–$15K | +9.7% | Self | Feb 04 '26 | Mar 13 '26 |
| MMM | 3M Co | Stock | Sale | $1.0K–$15K | +5.4% | Self | Feb 04 '26 | Mar 13 '26 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | Stock | Buy | $1.0K–$15K | +18.2% | Self | Feb 02 '26 | Mar 13 '26 |
| MSFT | Microsoft Corp | Stock | Sale | $1.0K–$15K | -9.8% | Self | Feb 02 '26 | Mar 13 '26 |
| PG | The Procter & Gamble Co | Stock | Buy | $1.0K–$15K | -3.8% | Self | Feb 02 '26 | Mar 13 '26 |
| INTU | Intuit Inc | Stock | Sale | $1.0K–$15K | -39.2% | Self | Feb 02 '26 | Mar 13 '26 |
| CRM | salesforce.com Inc | Stock | Sale | $1.0K–$15K | -22.4% | Self | Feb 02 '26 | Mar 13 '26 |
| BA | Boeing Co | Stock | Buy | $1.0K–$15K | -10.1% | Self | Feb 02 '26 | Mar 13 '26 |
| CSCO | Cisco Systems Inc | Stock | Buy | $1.0K–$15K | +41.6% | Self | Feb 02 '26 | Mar 13 '26 |
| MKC | McCormick & Co Inc | Stock | Sale | $1.0K–$15K | -18.2% | Self | Feb 02 '26 | Mar 13 '26 |
| IBM | International Business Machines Corp | Stock | Buy | $1.0K–$15K | -31.9% | Self | Feb 02 '26 | Mar 13 '26 |
| MMM | 3M Co | Stock | Sale | $1.0K–$15K | +12.5% | Self | Feb 02 '26 | Mar 13 '26 |
| AMD | Advanced Micro Devices Inc | Stock | Buy | $1.0K–$15K | +111.9% | Self | Feb 02 '26 | Mar 13 '26 |