| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | Stock | Sale | $1.0K–$15K | +6.1% | Self | Jun 04 '26 | Jul 08 '26 |
| BEP | Brookfield Renewable Partners LP | Stock | Buy | $15.0K–$50K | -9.6% | Self | Jun 04 '26 | Jul 08 '26 |
| BEP | Brookfield Renewable Partners LP | Stock | Buy | $1.0K–$15K | -9.6% | Self | Jun 04 '26 | Jul 08 '26 |
| BEP | Brookfield Renewable Partners LP | Stock | Buy | $1.0K–$15K | -9.3% | Self | Jun 03 '26 | Jul 08 '26 |
| BIIB | Biogen Inc | Stock | Sale | $15.0K–$50K | +7.1% | Self | Jun 02 '26 | Jul 08 '26 |
| BEP | Brookfield Renewable Partners LP | Stock | Buy | $1.0K–$15K | -10.3% | Self | Jun 02 '26 | Jul 08 '26 |
| CRM | salesforce.com Inc | Stock | Buy | $15.0K–$50K | -18.5% | Self | Jun 02 '26 | Jul 08 '26 |
| BEP | Brookfield Renewable Partners LP | Stock | Buy | $1.0K–$15K | -10.7% | Self | May 29 '26 | Jun 09 '26 |
| IBM | International Business Machines Corp (2) | Stock | Buy | $15.0K–$50K | -15.3% | Self | May 21 '26 | Jun 09 '26 |
| DDOG | Datadog Inc | Stock | Buy | $1.0K–$15K | +14.7% | Self | May 19 '26 | Jun 09 '26 |
| DDOG | Datadog Inc | Stock | Buy | $15.0K–$50K | +14.7% | Self | May 19 '26 | Jun 09 '26 |
| QCOM | QUALCOMM Inc | Stock | Buy | $1.0K–$15K | -21.7% | Self | May 13 '26 | Jun 09 '26 |
| QCOM | QUALCOMM Inc | Stock | Buy | $15.0K–$50K | -21.7% | Self | May 13 '26 | Jun 09 '26 |
| SHW | The Sherwin-Williams Co (1) | Stock | Sale | $1.0K–$15K | +1.9% | Self | May 12 '26 | Jun 09 '26 |
| BIIB | Biogen Inc | Stock | Buy | $1.0K–$15K | +1.4% | Self | May 12 '26 | Jun 09 '26 |
| BIIB | Biogen Inc | Stock | Buy | $1.0K–$15K | +2.1% | Self | May 11 '26 | Jun 09 '26 |
| WHR | Whirlpool Corp (2) | Stock | Sale | $1.0K–$15K | -9.3% | Self | May 11 '26 | Jun 09 '26 |
| BIIB | Biogen Inc | Stock | Buy | $50.0K–$100K | +2.1% | Self | May 11 '26 | Jun 09 '26 |
| CARR | Carrier Global Corp | Stock | Buy | $1.0K–$15K | +1.9% | Self | May 01 '26 | May 11 '26 |
| URI | United Rentals Inc | Stock | Buy | $1.0K–$15K | +17.2% | Self | Apr 24 '26 | May 11 '26 |
| UNH | Unitedhealth Group Inc (1) | Stock | Buy | $1.0K–$15K | +19.0% | Self | Apr 22 '26 | May 11 '26 |
| SHW | The Sherwin-Williams Co | Stock | Buy | $1.0K–$15K | -7.7% | Self | Apr 20 '26 | May 11 '26 |
| SHW | The Sherwin-Williams Co | Stock | Buy | $15.0K–$50K | -7.7% | Self | Apr 20 '26 | May 11 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $15.0K–$50K | -9.7% | Self | Apr 17 '26 | May 11 '26 |
| AMGN | Amgen Inc | Stock | Sale | $15.0K–$50K | +5.8% | Self | Apr 17 '26 | May 11 '26 |