| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co | Stock | Sale | $1.0K–$15K | — | Spouse | Jan 28 '26 | Jan 29 '26 |
| JPM | JP Morgan Chase & Company | Stock | Sale | $1.0K–$15K | — | Spouse | Jan 28 '26 | Jan 28 '26 |
| AMZN | Amazon.com Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 26 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 26 '26 |
| AAPL | Apple Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 26 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 26 '26 |
| GOOG | Alphabet Cl C | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 25 '26 |
| UPS | United Parcel Service | Stock | Buy | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 25 '26 |
| NVDA | Nvidia Corp | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 25 '26 |
| AMZN | Amazon.com Inc | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 25 '26 |
| AAPL | Apple Inc | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 25 '26 |
| V | Visa Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Nov 07 '25 | Jan 25 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 26 '26 |
| XOM | Exxon Mobil Corp | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 26 '26 |
| AMZN | Amazon.com Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 25 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 25 '26 |
| XOM | Exxon Mobil Corp | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 25 '26 |
| AAPL | Apple Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 25 '26 |
| NVDA | Nvidia Corp | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 30 '25 | Jan 25 '26 |
| GOOGL | Alphabet Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 14 '25 | Jan 26 '26 |
| JPM | JP Morgan Chase & Company | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 14 '25 | Jan 25 '26 |
| UNH | Unitedhealth Group Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 14 '25 | Jan 25 '26 |
| WMT | Walmart Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 14 '25 | Jan 25 '26 |
| EOG | EOG Resources, Inc. Common Stock | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 14 '25 | Jan 25 '26 |
| NVDA | Nvidia Corp | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 14 '25 | Jan 25 '26 |