| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| ACI | Albertsons Cos Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 27 '26 | May 13 '26 |
| NDAQ | Nasdaq Inc | Stock | Sale | $1.0K–$15K | — | Self | Apr 22 '26 | May 13 '26 |
| — | Lions Gate Entertainment Corp | Stock | Sale | $1.0K–$15K | — | Self | Apr 22 '26 | May 13 '26 |
| NCR | NCR Corp | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 21 '26 | May 13 '26 |
| XYL | Xylem Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| STX | Seagate Technology Holdings PLC | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| NEE | NextEra Energy Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| RJF | Raymond James Financial Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| VMC | Vulcan Materials Co | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| VRSK | VERISK ANALYTICS Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| LEN | Lennar Corp | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| TJX | The TJX Companies Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| GM | General Motors Co | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| SYK | Stryker Corp | Stock | Buy | $15.0K–$50K | — | Spouse | Apr 13 '26 | May 13 '26 |
| PANW | Palo Alto Networks Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| ARES | Ares Management Corp | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| IBM | International Business Machines Corp | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| SNPS | Synopsys Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| CRM | salesforce.com Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| LULU | Lululemon Athletica Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| CMG | Chipotle Mexican Grill Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| IBKR | Interactive Brokers Group Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| CDNS | Cadence Design Systems Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| GEHC | GE HEALTHCARE TECHNOLOGI INC | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |
| CPRT | Copart Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 13 '26 |