| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | Stock | Buy | $15.0K–$50K | -1.8% | Self | Nov 12 '25 | Nov 14 '25 |
| PAYX | Paychex Inc | Stock | Buy | $15.0K–$50K | +2.2% | Self | Nov 12 '25 | Nov 14 '25 |
| PG | The Procter & Gamble Co | Stock | Buy | $15.0K–$50K | +0.9% | Self | Nov 06 '25 | Nov 07 '25 |
| AMZN | Amazon.com Inc | Stock | Buy | $1.0K–$15K | +3.5% | Self | Oct 24 '25 | Oct 29 '25 |
| BRK/B | Berkshire Hathaway Inc | Stock | Buy | $1.0K–$15K | — | Self | Oct 24 '25 | Oct 29 '25 |
| BX | Blackstone Group Inc | Stock | Buy | $1.0K–$15K | -15.9% | Self | Oct 24 '25 | Oct 29 '25 |
| AMGN | Amgen Inc | Stock | Buy | $1.0K–$15K | +28.9% | Self | Oct 24 '25 | Oct 29 '25 |
| PANW | Palo Alto Networks Inc | Stock | Buy | $1.0K–$15K | +49.1% | Self | Oct 24 '25 | Oct 29 '25 |
| NFLX | Netflix Inc | Stock | Buy | $1.0K–$15K | -36.0% | Self | Oct 24 '25 | Oct 29 '25 |
| MELI | MercadoLibre Inc | Stock | Buy | $1.0K–$15K | -16.6% | Self | Oct 24 '25 | Oct 29 '25 |
| KMI | Kinder Morgan Inc | Stock | Buy | $1.0K–$15K | +27.1% | Self | Oct 24 '25 | Oct 29 '25 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | -27.1% | Self | Oct 24 '25 | Oct 29 '25 |
| CVX | Chevron Corp | Stock | Buy | $1.0K–$15K | +25.2% | Self | Oct 24 '25 | Oct 29 '25 |
| CAH | Cardinal Health Inc | Stock | Buy | $1.0K–$15K | +40.9% | Self | Oct 24 '25 | Oct 29 '25 |
| OXY | Occidental Petroleum Corp | Stock | Buy | $1.0K–$15K | +34.6% | Self | Oct 24 '25 | Oct 29 '25 |
| HD | The Home Depot Inc | Stock | Buy | $1.0K–$15K | -13.9% | Self | Oct 24 '25 | Oct 29 '25 |
| EXC | Exelon Corp | Stock | Buy | $1.0K–$15K | -0.6% | Self | Oct 15 '25 | Oct 21 '25 |
| AMZN | Amazon.com Inc | Stock | Buy | $1.0K–$15K | +7.7% | Self | Oct 15 '25 | Oct 21 '25 |
| NVO | Novo Nordisk A/S | Stock | Buy | $1.0K–$15K | -14.0% | Self | Oct 15 '25 | Oct 21 '25 |
| TSLA | Tesla Inc | Stock | Buy | $1.0K–$15K | -28.1% | Self | Oct 15 '25 | Oct 21 '25 |
| ADBE | Adobe Inc | Stock | Buy | $1.0K–$15K | -31.9% | Self | Oct 15 '25 | Oct 21 '25 |
| UPS | United Parcel Service Inc | Stock | Buy | $1.0K–$15K | +34.6% | Self | Oct 09 '25 | Oct 21 '25 |
| AMZN | Amazon.com Inc | Stock | Buy | $1.0K–$15K | +1.9% | Self | Oct 09 '25 | Oct 21 '25 |
| AMGN | Amgen Inc | Stock | Buy | $1.0K–$15K | +33.0% | Self | Sep 11 '25 | Sep 29 '25 |
| GOOGL | Alphabet Inc | Stock | Buy | $1.0K–$15K | +33.0% | Self | Sep 11 '25 | Sep 29 '25 |