| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | Stock | Exchange | $100.0K–$250K | +14.5% | Joint | Jul 02 '26 | Jul 16 '26 |
| HONA | HONEYWELL AEROSPACE INC | Stock | Exchange | $15.0K–$50K | — | Joint | Jun 29 '26 | Jul 16 '26 |
| DVN | Devon Energy Corp | Stock | Exchange | $15.0K–$50K | -1.2% | Self | May 08 '26 | Jun 03 '26 |
| CTRA | Coterra Energy Inc | Stock | Exchange | $15.0K–$50K | +0.0% | Joint | May 08 '26 | Jun 03 '26 |
| CTRA | Coterra Energy Inc | Stock | Exchange | $15.0K–$50K | +0.0% | Self | May 08 '26 | Jun 03 '26 |
| DVN | Devon Energy Corp | Stock | Exchange | $15.0K–$50K | -1.2% | Joint | May 08 '26 | Jun 03 '26 |
| EXAS | Exact Sciences Corporation | Stock | Sale | $1.0K–$15K | +0.0% | Self | Mar 24 '26 | Apr 06 '26 |
| MDT | Medtronic PLC | Stock | Sale | $15.0K–$50K | -3.4% | Joint | Mar 20 '26 | Apr 06 '26 |
| TROW | T. Rowe Price Group Inc | Stock | Sale | $15.0K–$50K | +35.2% | Joint | Mar 20 '26 | Apr 06 '26 |
| TXN | Texas Instruments Inc | Stock | Sale | $500.0K–$1M | +46.5% | Joint | Mar 18 '26 | Apr 06 '26 |
| KVUE | KENVUE INC | Stock | Sale | $15.0K–$50K | +8.5% | Joint | Mar 17 '26 | Apr 06 '26 |
| IVZ | Invesco Ltd | Stock | Sale | $15.0K–$50K | +26.1% | Joint | Mar 17 '26 | Apr 06 '26 |
| BDX | Becton Dickinson and Co | Stock | Sale | $15.0K–$50K | -3.3% | Joint | Mar 17 '26 | Apr 06 '26 |
| CMCSA | Comcast Corp | Stock | Sale | $15.0K–$50K | -25.9% | Joint | Mar 17 '26 | Apr 06 '26 |
| CTSH | Cognizant Technology Solutions Corp | Stock | Sale | $15.0K–$50K | -25.9% | Joint | Mar 17 '26 | Apr 06 '26 |
| PRGS | Progress Software Corp | Stock | Sale | $50.0K–$100K | +12.6% | Joint | Mar 16 '26 | Apr 06 '26 |
| ACN | Accenture PLC | Stock | Sale | $250.0K–$500K | -26.3% | Joint | Mar 16 '26 | Apr 06 '26 |
| IQV | Iqvia Holdings Inc | Stock | Sale | $50.0K–$100K | +26.2% | Joint | Mar 16 '26 | Apr 06 '26 |
| ICLR | Icon PLC | Stock | Sale | $100.0K–$250K | +49.9% | Self | Mar 05 '26 | Apr 06 '26 |
| WAT | Waters Corp | Stock | Exchange | $1.0K–$15K | +14.2% | Joint | Feb 09 '26 | Mar 06 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $250.0K–$500K | +29.5% | Joint | Dec 23 '25 | Jan 23 '26 |
| ORLY | O'Reilly Automotive Inc | Stock | Sale | $1.0K–$15K | -9.2% | Joint | Oct 28 '25 | Nov 17 '25 |
| BSX | Boston Scientific Corp | Stock | Sale | $15.0K–$50K | -56.2% | Joint | Oct 28 '25 | Nov 17 '25 |
| STX | Seagate Technology Holdings PLC | Stock | Sale | $15.0K–$50K | +281.9% | Self | Oct 28 '25 | Nov 17 '25 |
| CSX | CSX Corp | Stock | Sale | $15.0K–$50K | +49.2% | Self | Oct 28 '25 | Nov 17 '25 |