| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| BA | The Boeing Company | Stock | Buy | $15.0K–$50K | -4.2% | Spouse | Dec 22 '20 | Dec 30 '20 |
| COST | Costco Wholesale Corporation | Stock | Buy | $15.0K–$50K | +158.3% | Spouse | Dec 22 '20 | Dec 30 '20 |
| AAPL | Apple Inc. | Stock | Buy | $15.0K–$50K | +152.5% | Spouse | Dec 22 '20 | Dec 30 '20 |
| PLUG | Plug Power Inc. | Stock | Buy | $1.0K–$15K | -94.1% | Spouse | Dec 22 '20 | Dec 30 '20 |
| SQ | Square, Inc. | Stock | Buy | $15.0K–$50K | — | Spouse | Dec 22 '20 | Dec 30 '20 |
| TSLA | Tesla, Inc. | Stock | Sale | $1.0K–$15K | +44.5% | Spouse | Dec 21 '20 | Dec 30 '20 |
| W | Wayfair Inc. | Stock | Sale | $50.0K–$100K | -70.3% | Spouse | Dec 21 '20 | Dec 30 '20 |
| BA | The Boeing Company | Stock | Buy | $15.0K–$50K | -4.5% | Spouse | Dec 21 '20 | Dec 30 '20 |
| EXPI | eXp World Holdings, Inc. | Stock | Buy | $1.0K–$15K | — | Spouse | Dec 21 '20 | Dec 30 '20 |
| NVDA | NVIDIA Corporation | Stock | Buy | $50.0K–$100K | +1451.7% | Spouse | Dec 21 '20 | Dec 30 '20 |
| AAPL | Apple Inc. | Stock | Sale (Partial) | $100.0K–$250K | +160.6% | Spouse | Dec 16 '20 | Dec 30 '20 |
| TSLA | Tesla, Inc. | Stock | Buy | $1.0K–$15K | +54.0% | Spouse | Dec 11 '20 | Dec 30 '20 |
| BA | The Boeing Company | Stock | Buy | $15.0K–$50K | -12.0% | Spouse | Dec 07 '20 | Dec 30 '20 |
| TSLA | Tesla, Inc. | Stock | Buy | $1.0K–$15K | +46.3% | Spouse | Dec 07 '20 | Dec 30 '20 |
| BA | The Boeing Company | Stock | Sale | $15.0K–$50K | -10.0% | Spouse | Dec 04 '20 | Dec 30 '20 |
| ZM | Zoom Video Communications, Inc. | Stock | Buy | $15.0K–$50K | -78.7% | Spouse | Dec 02 '20 | Dec 30 '20 |
| COST | Costco Wholesale Corporation | Stock | Buy | $15.0K–$50K | +143.4% | Spouse | Nov 24 '20 | Dec 02 '20 |
| W | Wayfair Inc. | Stock | Buy | $15.0K–$50K | -64.8% | Joint | Nov 17 '20 | Dec 02 '20 |
| WMT | Walmart Inc. | Stock | Sale | $15.0K–$50K | +115.4% | Spouse | Nov 16 '20 | Dec 02 '20 |
| BA | The Boeing Company | Stock | Buy | $15.0K–$50K | +3.5% | Spouse | Nov 16 '20 | Dec 02 '20 |
| V | Visa Inc. | Stock | Buy | $15.0K–$50K | +67.2% | Spouse | Nov 16 '20 | Dec 02 '20 |
| DAL | Delta Air Lines, Inc. | Stock | Buy | $1.0K–$15K | +123.8% | Spouse | Nov 16 '20 | Dec 02 '20 |
| MSFT | msft | Stock | Buy | $15.0K–$50K | +76.3% | Spouse | Nov 11 '20 | Dec 02 '20 |
| DIS | The Walt Disney Company | Stock | Buy | $1.0K–$15K | -33.3% | Spouse | Nov 10 '20 | Dec 02 '20 |
| AAPL | aapl | Stock | Sale (Partial) | $50.0K–$100K | +186.3% | Spouse | Nov 09 '20 | Dec 02 '20 |