| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| AY | Atlantica Yield Plc | Stock | Sale | $1.0K–$15K | — | Spouse | Dec 13 '24 | Jan 01 '25 |
| TGT | Target Corp | Stock | Buy | $1.0K–$15K | -4.5% | Spouse | May 22 '24 | Jun 02 '24 |
| TTE | TotalEnergies SE | Stock | Sale | $1.0K–$15K | +17.8% | Spouse | May 09 '24 | Jun 02 '24 |
| OXY | Occidental Petroleum Corp | Stock | Buy | $1.0K–$15K | -10.8% | Spouse | May 09 '24 | Jun 02 '24 |
| ATKR | Atkore Inc | Stock | Sale | $1.0K–$15K | -52.4% | Spouse | May 09 '24 | Jun 02 '24 |
| EMR | Emerson Electric Company | Stock | Buy | $1.0K–$15K | +28.0% | Spouse | May 09 '24 | Jun 02 '24 |
| SBUX | Starbucks Corp | Stock | Sale | $1.0K–$15K | +36.4% | Spouse | May 09 '24 | Jun 02 '24 |
| VLO | Valero Energy Corp | Stock | Sale (Partial) | $1.0K–$15K | +70.9% | Spouse | Apr 11 '24 | Apr 29 '24 |
| ENB | Enbridge Inc | Stock | Buy | $1.0K–$15K | +64.6% | Spouse | Apr 11 '24 | Apr 29 '24 |
| MOS | Mosaic Company | Stock | Sale | $1.0K–$15K | -31.3% | Spouse | Mar 28 '24 | Mar 28 '24 |
| SOFI | Sofi Technologies Inc | Stock | Sale | $1.0K–$15K | +121.2% | Spouse | Mar 21 '24 | Mar 28 '24 |
| ALTM | Arcadium Lithium Plc | Stock | Buy | $1.0K–$15K | — | Spouse | Mar 21 '24 | Mar 28 '24 |
| SQM | Sociedad Quimica Y Minera S.A. ADR | Stock | Buy | $1.0K–$15K | +36.2% | Spouse | Mar 13 '24 | Mar 28 '24 |
| ETRN | Equitrans Midstream Corp | Stock | Sale | $1.0K–$15K | +9.7% | Spouse | Mar 11 '24 | Mar 28 '24 |
| AAPL | Apple Inc | Stock | Sale (Partial) | $1.0K–$15K | +97.1% | Spouse | Mar 07 '24 | Mar 28 '24 |
| NVDA | Nvidia Corp | Stock | Buy | $1.0K–$15K | +123.2% | Spouse | Mar 07 '24 | Mar 28 '24 |
| EQNR | Equinor ASA | Stock | Sale | $1.0K–$15K | +58.5% | Spouse | Feb 16 '24 | Mar 03 '24 |
| TGT | Target Corp | Stock | Buy | $1.0K–$15K | -8.6% | Spouse | Feb 16 '24 | Mar 03 '24 |
| TTE | TotalEnergies SE | Stock | Sale (Partial) | $1.0K–$15K | +37.4% | Spouse | Jan 17 '24 | Feb 01 '24 |
| MET | Metlife Inc | Stock | Sale (Partial) | $1.0K–$15K | +40.7% | Spouse | Jan 17 '24 | Feb 01 '24 |
| CME | CME Group Inc | Stock | Buy | $1.0K–$15K | +25.8% | Spouse | Jan 17 '24 | Feb 01 '24 |
| VLO | Valero Energy Corp | Stock | Buy | $1.0K–$15K | +139.5% | Spouse | Jan 17 '24 | Feb 01 '24 |
| SBUX | Starbucks Corp | Stock | Buy | $1.0K–$15K | +12.5% | Spouse | Jan 17 '24 | Feb 01 '24 |
| ETRN | Equitrans Midstream Corp | Stock | Buy | $1.0K–$15K | +20.6% | Spouse | Jan 17 '24 | Feb 01 '24 |
| ABT | Abbott Laboratories | Stock | Sale (Partial) | $1.0K–$15K | -9.5% | Spouse | Jan 17 '24 | Feb 01 '24 |