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