| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. - Common Stock | Stock | Sale Partial | $1.0K–$15K | +31.7% | Self | Mar 16 '26 | Mar 31 '26 |
| SPYB | SPDR S&P 500 Buyback ETF | Stock | Sale (Partial) | $1.0K–$15K | — | Self | Mar 16 '26 | Mar 31 '26 |
| PYPL | PayPal Holdings, Inc. - Common Stock | Stock | Sale (Partial) | $1.0K–$15K | +23.6% | Self | Mar 16 '26 | Mar 31 '26 |
| SPYB | SPDR S&P 500 Buyback ETF | Stock | Sale Partial | $1.0K–$15K | — | Self | Mar 16 '26 | Mar 31 '26 |
| T | AT&T Inc. | Stock | Sale Partial | $1.0K–$15K | -13.0% | Self | Mar 16 '26 | Mar 31 '26 |
| PYPL | PayPal Holdings, Inc. - Common Stock | Stock | Sale Partial | $1.0K–$15K | +23.6% | Self | Mar 16 '26 | Mar 31 '26 |
| AAPL | Apple Inc. - Common Stock | Stock | Sale (Partial) | $1.0K–$15K | +31.7% | Self | Mar 16 '26 | Mar 31 '26 |
| BRK.B | Berkshire Hathaway Inc. New Common Stock | Stock | Sale (Partial) | $1.0K–$15K | — | Self | Mar 16 '26 | Mar 31 '26 |
| T | AT&T Inc. | Stock | Sale (Partial) | $1.0K–$15K | -13.0% | Self | Mar 16 '26 | Mar 31 '26 |
| AMZN | Amazon.com, Inc. - Common Stock | Stock | Sale (Partial) | $1.0K–$15K | +9.6% | Self | Mar 16 '26 | Mar 31 '26 |