| May 6, 2024 | XOMExxon Mobil Corporation Common E | Exchange | $1k - $15k | Date uncertain |
| May 9, 2025 | | Sell | $250k - $500k | |
| Mar 27, 2025 | UNHUnitedHealth Group Incorporated | Sell | $15k+ | |
| Mar 27, 2025 | MSFTMicrosoft Corporation - Common | Sell | $50k+ | |
| Mar 27, 2025 | NVDANVIDIA Corporation - Common Stock S | Sell | $15k+ | |
| Mar 27, 2025 | ORLYO'Reilly Automotive, Inc. - Common | Sell | $15k+ | |
| Mar 27, 2025 | PMPhilip Morris International Inc | Sell | $15k+ | |
| Mar 27, 2025 | PGProcter & Gamble Company | Sell | $15k - $50k | |
| Mar 27, 2025 | SPGSimon Property Group, Inc. Common | Sell | $15k+ | |
| Mar 25, 2025 | TELTE Connectivity plc Ordinary Shares | Sell | $15k+ | |
| Mar 27, 2025 | UBERUber Technologies, Inc. Common | Sell | $1k - $15k | |
| Mar 27, 2025 | URIUnited Rentals, Inc. Common Stock | Sell | $15k+ | |
| Mar 27, 2025 | | Sell | $15k - $50k | |
| Mar 27, 2025 | | Sell | $1k - $15k | |
| Mar 27, 2025 | ZTSZoetis Inc. Class A Common Stock | Sell | $1k - $15k | |
| Mar 27, 2025 | PHParker-Hannifin Corporation | Sell | $15k+ | |
| Mar 27, 2025 | ACNAccenture plc Class A Ordinary Shares S | Sell | $1k - $15k | |
| Mar 27, 2025 | GOOGLAlphabet Inc. - Class A Common | Sell | $15k+ | |
| Mar 27, 2025 | AMZNAmazon.com, Inc. - Common Stock | Sell | $1k - $15k | |
| Mar 27, 2025 | AMPAmeriprise Financial, Inc. Common | Sell | $1k - $15k | |
| Mar 27, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Sell | $15k+ | |
| Mar 27, 2025 | ANETArista Networks, Inc. Common Stock | Sell | $1k - $15k | |
| Mar 27, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S | Sell | $1k - $15k | |
| Mar 27, 2025 | BMYBristol-Myers Squibb Company | Sell | $1k - $15k | |
| Mar 27, 2025 | CDNSCadence Design Systems, Inc. - | Sell | $1k - $15k | |
| Mar 27, 2025 | CORCencora, Inc. Common Stock (COR) | Sell | $15k+ | |
| Mar 27, 2025 | COSTCostco Wholesale Corporation - | Sell | $1k - $15k | |
| Mar 27, 2025 | DHRDanaher Corporation Common Stock | Sell | $1k - $15k | |
| Mar 27, 2025 | DGDollar General Corporation Common | Sell | $1k - $15k | |
| Mar 27, 2025 | EQIXEquinix, Inc. - Common Stock (EQIX) S | Sell | $1k - $15k | |
| Mar 27, 2025 | FITBFifth Third Bancorp - Common Stock | Sell | $1k - $15k | |
| Mar 27, 2025 | | Sell | $1k - $15k | |
| Mar 27, 2025 | HONHoneywell International Inc. (HON) | Sell | $1k - $15k | |
| Mar 27, 2025 | JPMJP Morgan Chase & Co. Common | Sell | $15k+ | |
| Feb 26, 2025 | AMZNAmazon.com, Inc. - Common Stock | Sell | $1k - $15k | |
| Feb 26, 2025 | AMPAmeriprise Financial, Inc. Common | Buy | $1k - $15k | |
| Feb 20, 2025 | ARINAArista Investors Corp. Class A | Sell | $15k+ | |
| Feb 18, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S | Sell | $1k - $15k | |
| Feb 26, 2025 | COSTCostco Wholesale Corporation - | Sell | $1k - $15k | |
| Feb 18, 2025 | CRWDCrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | |
| Feb 26, 2025 | CRWDCrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | |
| Feb 20, 2025 | AMZNAmazon.com, Inc. - Common Stock | Buy | $15k+ | |
| Feb 26, 2025 | NVDANVIDIA Corporation - Common Stock S (partial) | Sell | $1k - $15k | |
| Feb 26, 2025 | PHParker-Hannifin Corporation | Sell | $1k - $15k | |
| Dec 19, 2024 | BLKBlackRock, Inc. Common Stock (BLK) P | Buy | $1k - $15k | |
| Dec 19, 2024 | URIUnited Rentals, Inc. Common Stock | Sell | $1k - $15k | |