| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| BBAI | BIGBEAR.AI HOLDINGS INC | Stock | Buy | $15.0K–$50K | -41.5% | Spouse | Feb 06 '26 | Mar 05 '26 |
| BBAI | BIGBEAR.AI HOLDINGS INC | Stock | Buy | $1.0K–$15K | -38.7% | Spouse | Feb 04 '26 | Mar 05 '26 |
| ASML | ASML Holding NV | Stock | Sale | $1.0K–$15K | +65.9% | Spouse | Oct 31 '25 | Nov 24 '25 |
| ALLE | Allegion PLC | Stock | Sale | $1.0K–$15K | -7.5% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BABA | Alibaba Group Holding Ltd | Stock | Sale | $1.0K–$15K | -34.2% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BCS | Barclays PLC | Stock | Sale | $1.0K–$15K | +29.9% | Spouse | Oct 31 '25 | Nov 24 '25 |
| GOOGL | Alphabet Inc (2) | Stock | Sale | $1.0K–$15K | +13.7% | Spouse | Oct 31 '25 | Nov 24 '25 |
| AVB | AvalonBay Communities Inc | Stock | Sale | $1.0K–$15K | +9.0% | Spouse | Oct 31 '25 | Nov 24 '25 |
| ACIW | ACI Worldwide Inc | Stock | Sale | $1.0K–$15K | +18.2% | Spouse | Oct 31 '25 | Nov 24 '25 |
| AKAM | AKAMAI TECHNOLOGIES Inc | Stock | Sale | $1.0K–$15K | +53.6% | Spouse | Oct 31 '25 | Nov 24 '25 |
| APPF | APPFOLIO INC | Stock | Sale | $1.0K–$15K | -35.1% | Spouse | Oct 31 '25 | Nov 24 '25 |
| ABBV | AbbVie Inc | Stock | Sale | $1.0K–$15K | +19.0% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BAC | Bank of America Corp | Stock | Sale | $1.0K–$15K | +16.1% | Spouse | Oct 31 '25 | Nov 24 '25 |
| AMD | Advanced Micro Devices Inc | Stock | Sale | $1.0K–$15K | +103.8% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BRK/B | Berkshire Hathaway Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Oct 31 '25 | Nov 24 '25 |
| AZN | Astrazeneca PLC | Stock | Sale | $1.0K–$15K | +2.7% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BAX | Baxter International Inc | Stock | Sale | $1.0K–$15K | +21.3% | Spouse | Oct 31 '25 | Nov 24 '25 |
| BRK/B | Berkshire Hathaway Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Oct 30 '25 | Nov 24 '25 |
| BAX | Baxter International Inc | Stock | Buy | $1.0K–$15K | +16.9% | Spouse | Oct 30 '25 | Nov 24 '25 |
| APPF | APPFOLIO INC | Stock | Buy | $1.0K–$15K | -30.0% | Spouse | Oct 30 '25 | Nov 24 '25 |
| ALLE | Allegion PLC | Stock | Buy | $1.0K–$15K | -7.2% | Spouse | Oct 30 '25 | Nov 24 '25 |
| APPF | APPFOLIO INC | Stock | Sale | $1.0K–$15K | -30.0% | Spouse | Oct 30 '25 | Nov 24 '25 |
| AKAM | AKAMAI TECHNOLOGIES Inc | Stock | Buy | $1.0K–$15K | +56.1% | Spouse | Oct 30 '25 | Nov 24 '25 |
| AMD | Advanced Micro Devices Inc | Stock | Sale | $1.0K–$15K | +104.8% | Self | Oct 30 '25 | Nov 24 '25 |
| BABA | Alibaba Group Holding Ltd | Stock | Sale | $1.0K–$15K | -35.5% | Spouse | Oct 30 '25 | Nov 24 '25 |