| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Stock | Sale | $15.0K–$50K | +3.4% | Self | Jun 30 '26 | Jul 08 '26 |
| COHR | Coherent Corp | Stock | Buy | $15.0K–$50K | -30.7% | Self | Jun 25 '26 | Jul 08 '26 |
| MU | Micron Technology Inc | Stock | Buy | $1.0K–$15K | -24.1% | Self | Jun 25 '26 | Jul 08 '26 |
| AAPL | Apple Inc | Stock | Sale | $15.0K–$50K | +13.6% | Spouse | Jun 24 '26 | Jul 08 '26 |
| AAPL | Apple Inc | Stock | Sale | $15.0K–$50K | +13.6% | Self | Jun 24 '26 | Jul 08 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $100.0K–$250K | -3.9% | Spouse | May 08 '26 | Jun 02 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $100.0K–$250K | -3.9% | Self | May 08 '26 | Jun 02 '26 |
| ORCL | Oracle Corp | Stock | Sale | $15.0K–$50K | -40.9% | Self | May 07 '26 | Jun 02 '26 |
| JPM | JPMorgan Chase & Co | Stock | Sale | $15.0K–$50K | +12.6% | Self | Apr 13 '26 | May 04 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1.0K–$15K | -12.9% | Spouse | Mar 30 '26 | Apr 08 '26 |
| VZ | Verizon Communications Inc | Stock | Sale | $1.0K–$15K | -6.6% | Spouse | Feb 23 '26 | Mar 06 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1.0K–$15K | -18.8% | Spouse | Feb 23 '26 | Mar 06 '26 |
| PEP | PepsiCo Inc | Stock | Sale | $1.0K–$15K | -18.8% | Self | Feb 23 '26 | Mar 06 '26 |
| HD | The Home Depot Inc | Stock | Sale | $1.0K–$15K | -11.7% | Self | Feb 23 '26 | Mar 06 '26 |
| MA | Mastercard Inc | Stock | Sale | $1.0K–$15K | +8.8% | Spouse | Feb 23 '26 | Mar 06 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | +16.2% | Spouse | Jan 09 '26 | Feb 04 '26 |
| MCD | McDonald's Corp | Stock | Sale | $15.0K–$50K | -13.8% | Spouse | Jan 09 '26 | Feb 04 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1.0K–$15K | +11.9% | Spouse | Jan 09 '26 | Feb 04 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1.0K–$15K | +11.9% | Self | Jan 09 '26 | Feb 04 '26 |
| HD | The Home Depot Inc | Stock | Sale | $1.0K–$15K | -11.1% | Self | Jan 09 '26 | Feb 04 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | +16.2% | Self | Jan 09 '26 | Feb 04 '26 |
| NVDA | Nvidia Corp | Stock | Sale (Partial) | $1.0K–$15K | +11.9% | Spouse | Jan 09 '26 | Feb 03 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | +16.2% | Spouse | Jan 09 '26 | Feb 03 '26 |
| HD | Home Depot | Stock | Sale (Partial) | $1.0K–$15K | -11.1% | Self | Jan 09 '26 | Feb 03 '26 |
| MCD | McDonald's Corp | Stock | Sale | $15.0K–$50K | -13.8% | Spouse | Jan 09 '26 | Feb 03 '26 |