| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | Stock | Sale | $50.0K–$100K | — | Self | Dec 17 '25 | Jan 15 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | — | Self | Dec 17 '25 | Jan 15 '26 |
| XLP | SPDR Select Sector Fund - Consumer Staples | Stock | Buy | $15.0K–$50K | — | Self | Dec 17 '25 | Jan 14 '26 |
| XLV | SPDR Select Sector Fund - Health Care | Stock | Buy | $15.0K–$50K | — | Self | Dec 17 '25 | Jan 14 '26 |
| AAPL | Apple Inc | Stock | Sale | $50.0K–$100K | — | Self | Dec 17 '25 | Jan 14 '26 |
| XLU | SPDR Select Sector Fund - Utilities | Stock | Buy | $15.0K–$50K | — | Self | Dec 17 '25 | Jan 14 '26 |
| GOOGL | Alphabet Cl A | Stock | Sale | $1.0K–$15K | — | Self | Dec 17 '25 | Jan 14 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 15 '25 |
| OC | Owens Corning | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 15 '25 |
| MSFT | Microsoft Corp | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 15 '25 |
| PEP | PepsiCo Inc | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 15 '25 |
| ORCL | Oracle Corp | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 15 '25 |
| AAPL | Apple Inc | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 15 '25 |
| MSFT | Microsoft Corp | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 14 '25 |
| ORCL | Oracle Corporation Common Stock | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 14 '25 |
| PEP | Pepsico Inc | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 14 '25 |
| AAPL | Apple Inc | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 14 '25 |
| GOOGL | Alphabet Inc. - Class A Common Stock | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 14 '25 |
| OC | Owens Corning Inc | Stock | Sale | $15.0K–$50K | — | Joint | Oct 07 '25 | Nov 14 '25 |
| GS | The Goldman Sachs Group Inc | Stock | Sale | $15.0K–$50K | — | Joint | Apr 15 '25 | May 15 '25 |
| CSX | CSX Corp | Stock | Sale | $15.0K–$50K | — | Joint | Apr 15 '25 | May 15 '25 |
| LLY | Eli Lilly and Co | Stock | Sale | $15.0K–$50K | — | Joint | Apr 15 '25 | May 15 '25 |
| AMGN | Amgen Inc | Stock | Sale | $15.0K–$50K | — | Joint | Apr 15 '25 | May 15 '25 |
| JPM | JPMorgan Chase & Co | Stock | Sale | $15.0K–$50K | — | Joint | Apr 15 '25 | May 15 '25 |
| QCOM | QUALCOMM Inc | Stock | Sale | $15.0K–$50K | — | Joint | Apr 15 '25 | May 15 '25 |