| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| EXAS | Exact Sciences Corporation | Stock | Sale | $1.0K–$15K | — | Self | Mar 24 '26 | Apr 06 '26 |
| TROW | T. Rowe Price Group Inc | Stock | Sale | $15.0K–$50K | — | Joint | Mar 20 '26 | Apr 06 '26 |
| MDT | Medtronic PLC | Stock | Sale | $15.0K–$50K | — | Joint | Mar 20 '26 | Apr 06 '26 |
| TXN | Texas Instruments Inc | Stock | Sale | $500.0K–$1M | — | Joint | Mar 18 '26 | Apr 06 '26 |
| CTSH | Cognizant Technology Solutions Corp | Stock | Sale | $15.0K–$50K | — | Joint | Mar 17 '26 | Apr 06 '26 |
| BDX | Becton Dickinson and Co | Stock | Sale | $15.0K–$50K | — | Joint | Mar 17 '26 | Apr 06 '26 |
| KVUE | KENVUE INC | Stock | Sale | $15.0K–$50K | — | Joint | Mar 17 '26 | Apr 06 '26 |
| CMCSA | Comcast Corp | Stock | Sale | $15.0K–$50K | — | Joint | Mar 17 '26 | Apr 06 '26 |
| IVZ | Invesco Ltd | Stock | Sale | $15.0K–$50K | — | Joint | Mar 17 '26 | Apr 06 '26 |
| PRGS | Progress Software Corp | Stock | Sale | $50.0K–$100K | — | Joint | Mar 16 '26 | Apr 06 '26 |
| ACN | Accenture PLC | Stock | Sale | $250.0K–$500K | — | Joint | Mar 16 '26 | Apr 06 '26 |
| IQV | Iqvia Holdings Inc | Stock | Sale | $50.0K–$100K | — | Joint | Mar 16 '26 | Apr 06 '26 |
| ICLR | Icon PLC | Stock | Sale | $100.0K–$250K | — | Self | Mar 05 '26 | Apr 06 '26 |
| WAT | Waters Corp | Stock | Exchange | $1.0K–$15K | — | Joint | Feb 09 '26 | Mar 06 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $250.0K–$500K | — | Joint | Dec 23 '25 | Jan 23 '26 |
| MSFT | Microsoft Corp | Stock | Sale | $15.0K–$50K | — | Joint | Oct 28 '25 | Nov 17 '25 |
| HD | The Home Depot Inc | Stock | Sale | $1.0K–$15K | — | Self | Oct 28 '25 | Nov 17 '25 |
| ORLY | O'Reilly Automotive Inc | Stock | Sale | $1.0K–$15K | — | Joint | Oct 28 '25 | Nov 17 '25 |
| BSX | Boston Scientific Corp | Stock | Sale | $15.0K–$50K | — | Joint | Oct 28 '25 | Nov 17 '25 |
| STX | Seagate Technology Holdings PLC | Stock | Sale | $15.0K–$50K | — | Self | Oct 28 '25 | Nov 17 '25 |
| CSX | CSX Corp | Stock | Sale | $15.0K–$50K | — | Self | Oct 28 '25 | Nov 17 '25 |
| ACN | Accenture PLC | Stock | Sale | $100.0K–$250K | — | Joint | Oct 27 '25 | Nov 17 '25 |
| MCD | McDonald's Corp | Stock | Sale | $1.0K–$15K | — | Joint | Oct 23 '25 | Nov 17 '25 |
| MCD | McDonald's Corp | Stock | Sale | $100.0K–$250K | — | Joint | Oct 23 '25 | Nov 17 '25 |
| ETN | Eaton Corp PLC | Stock | Sale | $15.0K–$50K | — | Self | Oct 06 '25 | Nov 17 '25 |