| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| APH | Amphenol Corp | Stock | Buy | $1.0K–$15K | -3.5% | Self | Jul 08 '26 | Jul 13 '26 |
| SPGI | S&P Global Inc | Stock | Sale | $1.0K–$15K | -1.0% | Self | Jul 08 '26 | Jul 13 '26 |
| ABT | Abbott Laboratories | Stock | Sale | $1.0K–$15K | +8.3% | Self | Jul 08 '26 | Jul 13 '26 |
| MCK | McKesson Corp | Stock | Buy | $1.0K–$15K | +2.7% | Self | Jul 08 '26 | Jul 13 '26 |
| NEE | NextEra Energy Inc | Stock | Buy | $1.0K–$15K | -4.2% | Self | Apr 07 '26 | Apr 16 '26 |
| PAYX | Paychex Inc | Stock | Sale | $1.0K–$15K | +23.9% | Self | Apr 07 '26 | Apr 16 '26 |
| CARR | Carrier Global Corp | Stock | Buy | $1.0K–$15K | +24.2% | Self | Apr 07 '26 | Apr 16 '26 |
| AWK | American Water Works Company Inc | Stock | Sale | $1.0K–$15K | -0.5% | Self | Apr 07 '26 | Apr 16 '26 |
| BR | Broadridge Financial Solutions Inc | Stock | Sale | $1.0K–$15K | -6.9% | Self | Apr 07 '26 | Apr 16 '26 |
| WAB | Westinghouse Air Brake Technologies Corp | Stock | Buy | $1.0K–$15K | +18.1% | Self | Apr 07 '26 | Apr 16 '26 |
| AXP | American Express Co | Stock | Sale | $1.0K–$15K | +6.2% | Self | Apr 07 '26 | Apr 16 '26 |
| CASY | Casey's General Stores Inc. | Stock | Buy | $1.0K–$15K | +16.2% | Self | Apr 07 '26 | Apr 16 '26 |
| META | Meta Platforms Inc | Stock | Buy | $1.0K–$15K | -8.2% | Self | Jan 07 '26 | Jan 15 '26 |
| WM | Waste Management Inc | Stock | Buy | $1.0K–$15K | +10.5% | Self | Jan 07 '26 | Jan 15 '26 |
| VRSK | VERISK ANALYTICS Inc | Stock | Sale | $1.0K–$15K | -8.3% | Self | Jan 07 '26 | Jan 15 '26 |
| MDLZ | Mondelez International Inc | Stock | Sale | $1.0K–$15K | +17.5% | Self | Jan 07 '26 | Jan 15 '26 |
| DRI | Darden Restaurants Inc | Stock | Buy | $1.0K–$15K | -1.7% | Self | Jan 07 '26 | Jan 15 '26 |
| ABT | Abbott Laboratories | Stock | Buy | $1.0K–$15K | -22.9% | Self | Oct 06 '25 | Oct 17 '25 |
| ODFL | Old Dominion Freight Line Inc | Stock | Sale | $1.0K–$15K | +63.1% | Self | Oct 06 '25 | Oct 17 '25 |
| ZTS | Zoetis Inc | Stock | Sale | $1.0K–$15K | -48.2% | Self | Oct 06 '25 | Oct 17 '25 |
| WMT | Walmart Inc | Stock | Buy | $1.0K–$15K | +6.6% | Self | Oct 06 '25 | Oct 17 '25 |
| CL | Colgate-Palmolive Co | Stock | Sale | $1.0K–$15K | +17.2% | Self | Oct 06 '25 | Oct 17 '25 |
| AEP | American Electric Power Co Inc | Stock | Buy | $1.0K–$15K | +17.2% | Self | Oct 06 '25 | Oct 17 '25 |