| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENE CORP | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 17 '26 | May 07 '26 |
| AAPL | Apple Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 17 '26 | May 07 '26 |
| AVGO | Broadcom Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Apr 13 '26 | May 07 '26 |
| FDS | FactSet Research Systems Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Mar 31 '26 | Apr 05 '26 |
| MA | Mastercard Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Mar 28 '26 | Apr 12 '26 |
| FDS | FactSet Research Systems Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Mar 26 '26 | Apr 05 '26 |
| FDS | FactSet Research Systems Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Mar 25 '26 | Apr 05 '26 |
| PNC | The PNC Financial Services Group Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Mar 12 '26 | Apr 05 '26 |
| AXP | American Express Co | Stock | Buy | $1.0K–$15K | — | Spouse | Mar 11 '26 | Apr 05 '26 |
| ITW | Illinois Tool Works Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 24 '26 | Mar 04 '26 |
| PAYX | Paychex Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 20 '26 | Mar 04 '26 |
| ADI | Analog Devices Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 10 '26 | Mar 04 '26 |
| BLK | Blackrock Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Feb 10 '26 | Mar 04 '26 |
| AVGO | Broadcom Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Feb 09 '26 | Mar 04 '26 |
| GOOGL | Alphabet Inc | Stock | Buy | $1.0K–$15K | — | Spouse | Feb 09 '26 | Mar 04 '26 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | — | Spouse | Jan 28 '26 | Feb 05 '26 |
| SBUX | Starbucks Corp | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Jan 28 '26 | Feb 04 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 16 '25 | Jan 06 '26 |
| AAPL | Apple Inc | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 16 '25 | Jan 06 '26 |
| MSFT | Microsoft Corp | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 16 '25 | Jan 06 '26 |
| GOOGL | Alphabet Cl A | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Dec 16 '25 | Jan 05 '26 |
| MSFT | Microsoft Corp | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Dec 16 '25 | Jan 05 '26 |
| AAPL | Apple Inc | Stock | Sale (Partial) | $1.0K–$15K | — | Spouse | Dec 16 '25 | Jan 05 '26 |
| K | Kellogg Co | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 11 '25 | Jan 06 '26 |
| K | Kellanova | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 11 '25 | Jan 05 '26 |