| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| WAB | Westinghouse Air Brake Technologies Corp | Stock | Sale | $1.0K–$15K | +13.8% | Self | Jun 09 '26 | Jul 16 '26 |
| TSCO | Tractor Supply Co | Stock | Sale | $1.0K–$15K | +2.9% | Joint | Jun 08 '26 | Jul 16 '26 |
| PFE | Pfizer Inc | Stock | Sale | $15.0K–$50K | -4.2% | Joint | Jun 08 '26 | Jul 16 '26 |
| NEE | NextEra Energy Inc | Stock | Sale | $15.0K–$50K | +6.9% | Joint | Jun 08 '26 | Jul 16 '26 |
| MA | Mastercard Inc | Stock | Sale | $15.0K–$50K | +11.1% | Joint | Jun 08 '26 | Jul 16 '26 |
| AWK | American Water Works Company Inc | Stock | Sale | $15.0K–$50K | +9.9% | Joint | Jun 08 '26 | Jul 16 '26 |
| CSX | CSX Corp | Stock | Sale | $15.0K–$50K | +13.0% | Joint | Jun 08 '26 | Jul 16 '26 |
| DUK | Duke Energy Corp | Stock | Sale | $15.0K–$50K | +6.9% | Joint | Jun 08 '26 | Jul 16 '26 |
| LMT | Lockheed Martin Corp | Stock | Sale | $15.0K–$50K | +12.0% | Joint | Jun 08 '26 | Jul 16 '26 |
| ACN | Accenture PLC | Stock | Sale | $1.0K–$15K | -15.7% | Joint | Jun 08 '26 | Jul 16 '26 |
| PG | The Procter & Gamble Co | Stock | Sale | $15.0K–$50K | +1.6% | Joint | Jun 08 '26 | Jul 16 '26 |
| AAPL | Apple Inc | Stock | Sale | $50.0K–$100K | +22.5% | Self | Dec 17 '25 | Jan 15 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1.0K–$15K | +7.8% | Self | Dec 17 '25 | Jan 15 '26 |
| AAPL | Apple Inc | Stock | Sale | $50.0K–$100K | +22.5% | Self | Dec 17 '25 | Jan 14 '26 |
| XLV | SPDR Select Sector Fund - Health Care | Stock | Buy | $15.0K–$50K | +5.7% | Self | Dec 17 '25 | Jan 14 '26 |
| XLU | SPDR Select Sector Fund - Utilities | Stock | Buy | $15.0K–$50K | +8.3% | Self | Dec 17 '25 | Jan 14 '26 |
| GOOGL | Alphabet Cl A | Stock | Sale | $1.0K–$15K | +7.8% | Self | Dec 17 '25 | Jan 14 '26 |
| XLP | SPDR Select Sector Fund - Consumer Staples | Stock | Buy | $15.0K–$50K | +5.6% | Self | Dec 17 '25 | Jan 14 '26 |
| MSFT | Microsoft Corp | Stock | Sale | $15.0K–$50K | -27.2% | Joint | Oct 07 '25 | Nov 15 '25 |
| AAPL | Apple Inc | Stock | Sale | $15.0K–$50K | +29.8% | Joint | Oct 07 '25 | Nov 15 '25 |
| GOOGL | Alphabet Inc | Stock | Sale | $15.0K–$50K | +30.1% | Joint | Oct 07 '25 | Nov 15 '25 |
| ORCL | Oracle Corp | Stock | Sale | $15.0K–$50K | -59.5% | Joint | Oct 07 '25 | Nov 15 '25 |
| PEP | PepsiCo Inc | Stock | Sale | $15.0K–$50K | -2.9% | Joint | Oct 07 '25 | Nov 15 '25 |
| OC | Owens Corning | Stock | Sale | $15.0K–$50K | +6.7% | Joint | Oct 07 '25 | Nov 15 '25 |
| OC | Owens Corning Inc | Stock | Sale | $15.0K–$50K | +6.7% | Joint | Oct 07 '25 | Nov 14 '25 |