| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| ACN | Accenture PLC (1) | Stock | Buy | $1.0K–$15K | -23.4% | Joint | Apr 13 '26 | May 01 '26 |
| TEAM | Atlassian Corp PLC | Stock | Buy | $1.0K–$15K | +41.7% | Joint | Apr 13 '26 | May 01 '26 |
| TOST | TOAST INC | Stock | Buy | $1.0K–$15K | +7.0% | Joint | Apr 13 '26 | May 01 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | -0.7% | Self | Apr 13 '26 | May 01 '26 |
| BX | Blackstone Group Inc | Stock | Buy | $1.0K–$15K | +6.7% | Joint | Apr 13 '26 | May 01 '26 |
| CEG | CONSTELLATION ENE CORP | Stock | Buy | $1.0K–$15K | -6.0% | Joint | Apr 13 '26 | May 01 '26 |
| WFC | Wells Fargo & Co | Stock | Buy | $1.0K–$15K | -0.3% | Joint | Apr 13 '26 | May 01 '26 |
| WFC | Wells Fargo & Co | Stock | Buy | $1.0K–$15K | -0.3% | Self | Apr 13 '26 | May 01 '26 |
| RKT | Rocket Cos Inc | Stock | Buy | $1.0K–$15K | -14.8% | Joint | Apr 13 '26 | May 01 '26 |
| HSY | The Hershey Co | Stock | Buy | $1.0K–$15K | -16.6% | Joint | Apr 08 '26 | May 01 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1.0K–$15K | +10.6% | Joint | Apr 07 '26 | May 01 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1.0K–$15K | +10.6% | Self | Apr 07 '26 | May 01 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1.0K–$15K | +9.8% | Joint | Apr 06 '26 | May 01 '26 |
| LNG | Cheniere Energy Inc | Stock | Sale | $1.0K–$15K | -4.0% | Joint | Mar 20 '26 | May 01 '26 |
| LNG | Cheniere Energy Inc | Stock | Sale | $1.0K–$15K | -4.0% | Self | Mar 20 '26 | May 01 '26 |
| AAPL | Apple Inc | Stock | Buy | $1.0K–$15K | +34.3% | Joint | Mar 20 '26 | May 01 '26 |
| FITB | Fifth Third Bancorp | Stock | Buy | $1.0K–$15K | +29.9% | Joint | Mar 20 '26 | May 01 '26 |
| HON | Honeywell International Inc | Stock | Sale | $1.0K–$15K | +9.8% | Joint | Mar 20 '26 | May 01 '26 |
| FITB | Fifth Third Bancorp | Stock | Buy | $1.0K–$15K | +29.9% | Self | Mar 20 '26 | May 01 '26 |
| ROAD | Construction Partners, Inc. - Common Stock | Stock | Sale | $250.0K–$500K | +204.3% | Self | Aug 08 '23 | Sep 11 '23 |
| ROAD | Construction Partners, Inc. - Common Stock | Stock | Sale | $100.0K–$250K | +293.6% | Self | Jan 31 '22 | Feb 17 '22 |
| ROAD | Construction Partners, Inc. - Common Stock | Stock | Sale | $50.0K–$100K | +197.2% | Self | Oct 14 '21 | Nov 16 '21 |