| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co | Stock | Sale | $15.0K–$50K | — | Self | Apr 13 '26 | May 04 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Mar 30 '26 | Apr 08 '26 |
| HD | The Home Depot Inc | Stock | Sale | $1.0K–$15K | — | Self | Feb 23 '26 | Mar 06 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1.0K–$15K | — | Self | Feb 23 '26 | Mar 06 '26 |
| MA | Mastercard Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 23 '26 | Mar 06 '26 |
| VZ | Verizon Communications Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 23 '26 | Mar 06 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 23 '26 | Mar 06 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | — | Self | Jan 09 '26 | Feb 04 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | — | Spouse | Jan 09 '26 | Feb 04 '26 |
| MCD | McDonald's Corp | Stock | Sale | $15.0K–$50K | — | Spouse | Jan 09 '26 | Feb 04 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1.0K–$15K | — | Spouse | Jan 09 '26 | Feb 04 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1.0K–$15K | — | Self | Jan 09 '26 | Feb 04 '26 |
| HD | The Home Depot Inc | Stock | Sale | $1.0K–$15K | — | Self | Jan 09 '26 | Feb 04 '26 |
| NVDA | Nvidia Corp | Stock | Sale (Partial) | $1.0K–$15K | — | Self | Jan 09 '26 | Feb 03 '26 |
| NVDA | Nvidia Corp | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Jan 09 '26 | Feb 03 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | — | Spouse | Jan 09 '26 | Feb 03 '26 |
| HD | Home Depot | Stock | Sale (Partial) | $1.0K–$15K | — | Self | Jan 09 '26 | Feb 03 '26 |
| MCD | McDonald's Corp | Stock | Sale | $15.0K–$50K | — | Spouse | Jan 09 '26 | Feb 03 '26 |
| GH | Guardant Health Inc | Stock | Buy | $1.0K–$15K | — | Self | Nov 21 '25 | Nov 30 '25 |
| KO | Coca-Cola Company | Stock | Buy | $1.0K–$15K | — | Self | Nov 21 '25 | Nov 30 '25 |
| HSY | Hershey Foods Corp | Stock | Buy | $1.0K–$15K | — | Self | Nov 21 '25 | Nov 30 '25 |
| PGR | The Progressive Corp | Stock | Sale | $15.0K–$50K | — | Spouse | Oct 27 '25 | Nov 03 '25 |
| PGR | Progressive Corp | Stock | Sale | $15.0K–$50K | — | Spouse | Oct 27 '25 | Nov 02 '25 |
| NVDA | NVIDIA Corporation | Stock | Sale | $15.0K–$50K | — | Self | Oct 20 '25 | Nov 03 '25 |
| NVDA | Nvidia Corp | Stock | Sale (Partial) | $15.0K–$50K | — | Self | Oct 20 '25 | Nov 02 '25 |