| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| WFC | Wells Fargo & Co | Stock | Buy | $1.0K–$15K | +12.0% | Spouse | Jun 01 '26 | Jun 30 '26 |
| WFC | Wells Fargo & Co | Stock | Buy | $1.0K–$15K | +6.1% | Spouse | Mar 01 '26 | Mar 19 '26 |
| LAZR | LUMINAR TECHNOLOGIES INC | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 24 '25 | Jan 13 '26 |
| LAZR | Luminar Technologies Inc | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Dec 24 '25 | Jan 12 '26 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +1.2% | Spouse | Dec 01 '25 | Dec 18 '25 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +5.1% | Spouse | Sep 01 '25 | Sep 11 '25 |
| LAZR | Luminar Technologies Inc | Stock | Sale (Partial) | $15.0K–$50K | — | Spouse | Jun 26 '25 | Jul 06 '25 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +15.5% | Spouse | Jun 01 '25 | Jun 18 '25 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +12.2% | Spouse | Mar 03 '25 | Mar 11 '25 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +14.8% | Spouse | Dec 02 '24 | Jan 03 '25 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +47.8% | Spouse | Sep 01 '24 | Sep 15 '24 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +47.2% | Spouse | Jun 04 '24 | Jun 12 '24 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +52.7% | Spouse | Mar 05 '24 | Mar 18 '24 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +94.2% | Spouse | Dec 05 '23 | Dec 17 '23 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +107.4% | Spouse | Sep 01 '23 | Sep 14 '23 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +113.6% | Spouse | Jun 05 '23 | Jun 13 '23 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +84.4% | Spouse | Mar 03 '23 | Mar 27 '23 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +97.9% | Spouse | Dec 05 '22 | Dec 28 '22 |
| KR | Kroger Company (The) Common Stock | Stock | Buy | $1.0K–$15K | +15.2% | Spouse | Nov 29 '22 | Dec 28 '22 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +101.5% | Spouse | Sep 06 '22 | Sep 25 '22 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +92.8% | Spouse | Jun 03 '22 | Jun 12 '22 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +68.6% | Spouse | Mar 03 '22 | Mar 13 '22 |
| WFC | Wells Fargo & Company Common Stock | Stock | Buy | $1.0K–$15K | +80.9% | Spouse | Dec 03 '21 | Dec 15 '21 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +86.0% | Spouse | Jun 03 '21 | Jun 06 '21 |
| WFC | Wells Fargo & Company | Stock | Buy | $1.0K–$15K | +129.2% | Spouse | Mar 03 '21 | Mar 15 '21 |