| Jan 16, 2024 | Echo Street GoodCo Select, LP | SellSelf | $15k - $50k | Date uncertain |
| Jan 5, 2024 | Echo Street GoodCo Select, LP | SellSelf | $500k - $1M | Date uncertain |
| Jan 1, 2025 | Seven Bridges Long/Short Equity | SellSpouse | $15k - $50k | |
| Dec 31, 2024 | Seven Bridges Multi-Strategy Fund | SellSpouse | $100k - $250k | |
| Dec 31, 2024 | Seven Bridges Strategic Equity Fund | SellSelf | $1M - $5M | |
| Oct 28, 2024 | Seven Bridges Long/Short Equity | SellSelf | $100k - $250k | |
| Oct 25, 2024 | Seven Bridges Multi-Strategy Fund | BuySpouse | $15k - $50k | |
| Oct 25, 2024 | Seven Bridges Long/Short Equity | SellSpouse | $15k - $50k | |
| Sep 3, 2024 | Silver Point Distressed Opportunity | BuySelf | $15k - $50k | |
| Aug 29, 2024 | | BuySelf | $15k - $50k | |
| Aug 9, 2024 | S Starbucks Corporation - Common | SellSpouse | $1k - $15k | |
| Aug 9, 2024 | P Pfizer, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Aug 8, 2024 | Seven Bridges Private Equity | BuySelf | $15k - $50k | |
| Aug 1, 2024 | Seven Bridges Multi-Strategy Fund | BuySpouse | $100k - $250k | |
| Jul 30, 2024 | Seven Bridges Long/Short Equity | SellSelf | $500k - $1M | |
| Jul 26, 2024 | Seven Bridges Long/Short Equity | SellSpouse | $100k - $250k | |
| Jul 2, 2024 | A | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | V | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | C Caterpillar, Inc. Common Stock | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | J Johnson & Johnson Common Stock | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | M Mastercard Incorporated Common | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | A Apple Inc. - Common Stock | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | I Intuit Inc. - Common Stock | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | T | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | Chubb Limited Common Stock | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | C Centene Corporation Common Stock | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | L Lam Research Corporation - | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | C CME Group Inc. - Class A Common | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | H | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | N NVIDIA Corporation - Common | SellSpouse | $15k - $50k | |
| Jul 2, 2024 | C Costco Wholesale Corporation - | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | Alphabet Inc. - Class C Capital Stock | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | P | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | M | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | Alphabet Inc. - Class A Common | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | M Microsoft Corporation - Common | BuySpouse | $15k - $50k | |
| Jul 2, 2024 | Expeditors International of | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | Salesforce, Inc. Common Stock | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | W Walmart Inc. Common Stock | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | Abbott Laboratories Common Stock | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | P Packaging Corporation of America | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | Medtronic plc. Ordinary Shares | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | A Accenture plc Class A Ordinary | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | A Air Products and Chemicals, Inc. | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | L Lockheed Martin Corporation | SellSpouse | $1k - $15k | |
| Jul 2, 2024 | M Merck & Company, Inc. Common | BuySpouse | $1k - $15k | |
| Jul 2, 2024 | | SellSpouse | $15k - $50k | |
| Jul 2, 2024 | A Amgen Inc. - Common Stock | BuySpouse | $1k - $15k | |