| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS Health Corporation Common Stock | Stock | Sale | $50.0K–$100K | +49.9% | Spouse | Sep 21 '23 | Oct 19 '23 |
| EMR | Emerson Electric Company | Stock | Sale | $100.0K–$250K | +53.3% | Spouse | Sep 21 '23 | Oct 19 '23 |
| EQNR | Equinor ASA | Stock | Sale | $100.0K–$250K | +25.5% | Spouse | Sep 21 '23 | Oct 19 '23 |
| PG | Procter & Gamble Company | Stock | Sale | $100.0K–$250K | -3.1% | Spouse | Sep 21 '23 | Oct 19 '23 |
| CUBE | Cubesmart | Stock | Sale | $50.0K–$100K | +8.1% | Spouse | Sep 21 '23 | Oct 19 '23 |
| NTR | Nutrien Ltd | Stock | Sale | $50.0K–$100K | +9.4% | Spouse | Sep 21 '23 | Oct 19 '23 |
| GD | General Dynamics Corp | Stock | Sale | $100.0K–$250K | +74.3% | Spouse | Sep 21 '23 | Oct 19 '23 |
| CF | CF Industries Holdings, Inc. Common Stock | Stock | Sale | $50.0K–$100K | +49.7% | Spouse | Sep 21 '23 | Oct 19 '23 |
| ADP | Automatic Data Procs | Stock | Sale | $50.0K–$100K | +4.8% | Spouse | Sep 21 '23 | Oct 19 '23 |
| BRK.B | Berkshire Hathaway Cl B | Stock | Sale | $100.0K–$250K | — | Spouse | Sep 21 '23 | Oct 19 '23 |
| UNH | UnitedHealth Group Incorporated Common Stock (DE) | Stock | Sale | $100.0K–$250K | -16.0% | Spouse | Sep 21 '23 | Oct 19 '23 |
| ABT | Abbott Laboratories | Stock | Sale | $100.0K–$250K | +4.2% | Spouse | Sep 21 '23 | Oct 19 '23 |
| PM | Philip Morris International Inc | Stock | Sale | $100.0K–$250K | +101.2% | Spouse | Sep 21 '23 | Oct 19 '23 |
| KO | Coca-Cola Company | Stock | Sale | $100.0K–$250K | +42.9% | Spouse | Sep 21 '23 | Oct 19 '23 |
| YUM | Yum! Brands, Inc. | Stock | Sale | $50.0K–$100K | +19.4% | Spouse | Sep 21 '23 | Oct 19 '23 |
| APA | APA Corporation - Common Stock | Stock | Sale | $50.0K–$100K | -9.9% | Spouse | Sep 21 '23 | Oct 19 '23 |
| WAL | Western Alliance Bancorp | Stock | Sale | $50.0K–$100K | +81.8% | Spouse | Sep 21 '23 | Oct 19 '23 |
| UNP | Union Pacific Corporation Common Stock | Stock | Sale | $100.0K–$250K | +45.4% | Spouse | Sep 21 '23 | Oct 19 '23 |
| MRK | Merck & Company | Stock | Sale | $50.0K–$100K | +22.8% | Spouse | Sep 21 '23 | Oct 19 '23 |
| JNJ | Johnson & Johnson | Stock | Sale | $100.0K–$250K | +62.9% | Spouse | Sep 21 '23 | Oct 19 '23 |
| PLD | Prologis, Inc. Common Stock | Stock | Sale | $50.0K–$100K | +28.9% | Spouse | Sep 21 '23 | Oct 19 '23 |
| MCD | McDonald's Corp | Stock | Sale | $100.0K–$250K | -2.4% | Spouse | Sep 21 '23 | Oct 19 '23 |
| VZ | Verizon Communications Inc. Common Stock | Stock | Sale | $50.0K–$100K | +39.3% | Spouse | Sep 21 '23 | Oct 19 '23 |
| PNC | PNC Financial Services Group, Inc. (The) Common St | Stock | Sale | $50.0K–$100K | +105.4% | Spouse | Sep 21 '23 | Oct 19 '23 |
| MDT | Medtronic plc. Ordinary Shares | Stock | Sale | $50.0K–$100K | +3.4% | Spouse | Sep 21 '23 | Oct 19 '23 |