Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
TCMD52.6%
AORT47.4%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 19 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc | Stock | Sale | $100.0K–$250K | — | Spouse | Mar 31 '26 | Apr 02 '26 |
| MMM | 3M Co | Stock | Sale | $50.0K–$100K | +13.2% | Spouse | Mar 31 '26 | Apr 02 '26 |
| BRK/B | Berkshire Hathaway Inc | Stock | Sale | $100.0K–$250K | — | Spouse | Jan 27 '26 | Jan 30 '26 |
| MRSH | Marsh & McLennan Companies Inc | Stock | Sale | $50.0K–$100K | -1.3% | Spouse | Jan 27 '26 | Jan 30 '26 |
| BRK.B | Berkshire Hathaway Cl B | Stock | Sale (Partial) | $100.0K–$250K | — | Spouse | Jan 27 '26 | Jan 29 '26 |
| HBAN | Huntington Bancshares Inc | Stock | Sale | $100.0K–$250K | +4.7% | Spouse | Nov 21 '25 | Nov 27 '25 |
| HBAN | Huntington Bancshares Incorporated - Common Stock | Stock | Sale | $100.0K–$250K | +4.7% | Spouse | Nov 21 '25 | Nov 25 '25 |
| GIS | General Mills, Inc. Common Stock | Stock | Sale | $100.0K–$250K | -37.5% | Spouse | Feb 11 '25 | Mar 18 '25 |
| PEP | PepsiCo, Inc. - Common Stock | Stock | Sale | $100.0K–$250K | -6.1% | Spouse | Feb 11 '25 | Mar 18 '25 |
| TCMD | Tactile Systems Technology Inc | Stock | Buy | $50.0K–$100K | +39.8% | Spouse | Nov 12 '24 | Nov 20 '24 |
| PODD | Insulet Corporation - Common Stock | Stock | Sale (Partial) | $50.0K–$100K | -15.5% | Spouse | Apr 04 '24 | Apr 18 '24 |
| NEE | Nextera Energy | Stock | Sale (Partial) | $100.0K–$250K | +29.7% | Spouse | Apr 04 '24 | Apr 18 '24 |
| AORT | Artivion, Inc. Common Stock | Stock | Buy | $50.0K–$100K | +79.0% | Spouse | Nov 16 '23 | Nov 19 '23 |
| AORT | Artivion, Inc. Common Stock | Stock | Buy | $50.0K–$100K | +89.2% | Spouse | Nov 10 '23 | Nov 19 '23 |
| TCMD | Tactile Systems Technology, Inc. - Common Stock | Stock | Buy | $100.0K–$250K | +120.2% | Spouse | Nov 08 '23 | Nov 19 '23 |
| CSII | Cardiovascular Systems, Inc. - Common Stock | Stock | Sale | $50.0K–$100K | +0.6% | Spouse | Apr 05 '23 | Apr 18 '23 |
| MDT | Medtronic plc. Ordinary Shares | Stock | Sale | $100.0K–$250K | +14.5% | Spouse | Apr 05 '23 | Apr 18 '23 |
| AORT | Artivion, Inc. Common Stock | Stock | Buy | $50.0K–$100K | +89.5% | Spouse | Sep 23 '22 | Oct 16 '22 |
| TCF HBAN | TCF Financial Corporation - Common Stock (Exchanged) Huntington Bancshares Incorporated - Common Stock (Received) | Stock | Exchange | $100.0K–$250K | — | Spouse | Jun 09 '21 | May 15 '22 |