| May 6, 2024 | XOMExxon Mobil Corporation Common E | Exchange | $1k - $15k | Date uncertain |
| May 9, 2025 | | Sale | $250k - $500k | +4d |
| Mar 27, 2025 | UNHUnitedHealth Group Incorporated | Sale | $15k+ | +12d |
| Mar 27, 2025 | MSFTMicrosoft Corporation - Common | Sale | $50k+ | +12d |
| Mar 27, 2025 | NVDANVIDIA Corporation - Common Stock S | Sale | $15k+ | +12d |
| Mar 27, 2025 | ORLYO'Reilly Automotive, Inc. - Common | Sale | $15k+ | +12d |
| Mar 27, 2025 | PMPhilip Morris International Inc | Sale | $15k+ | +12d |
| Mar 27, 2025 | PGProcter & Gamble Company | Sale | $15k - $50k | +12d |
| Mar 27, 2025 | SPGSimon Property Group, Inc. Common | Sale | $15k+ | +12d |
| Mar 25, 2025 | TELTE Connectivity plc Ordinary Shares | Sale | $15k+ | +14d |
| Mar 27, 2025 | UBERUber Technologies, Inc. Common | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | URIUnited Rentals, Inc. Common Stock | Sale | $15k+ | +12d |
| Mar 27, 2025 | | Sale | $15k - $50k | +12d |
| Mar 27, 2025 | | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | ZTSZoetis Inc. Class A Common Stock | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | PHParker-Hannifin Corporation | Sale | $15k+ | +12d |
| Mar 27, 2025 | ACNAccenture plc Class A Ordinary Shares S | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | GOOGLAlphabet Inc. - Class A Common | Sale | $15k+ | +12d |
| Mar 27, 2025 | AMZNAmazon.com, Inc. - Common Stock | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | AMPAmeriprise Financial, Inc. Common | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | AAPLApple Inc. - Common Stock (AAPL) | Sale | $15k+ | +12d |
| Mar 27, 2025 | ANETArista Networks, Inc. Common Stock | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | BMYBristol-Myers Squibb Company | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | CDNSCadence Design Systems, Inc. - | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | CORCencora, Inc. Common Stock (COR) | Sale | $15k+ | +12d |
| Mar 27, 2025 | COSTCostco Wholesale Corporation - | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | DHRDanaher Corporation Common Stock | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | DGDollar General Corporation Common | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | EQIXEquinix, Inc. - Common Stock (EQIX) S | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | FITBFifth Third Bancorp - Common Stock | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | HONHoneywell International Inc. (HON) | Sale | $1k - $15k | +12d |
| Mar 27, 2025 | JPMJP Morgan Chase & Co. Common | Sale | $15k+ | +12d |
| Feb 26, 2025 | AMZNAmazon.com, Inc. - Common Stock | Sale | $1k - $15k | +7d |
| Feb 26, 2025 | AMPAmeriprise Financial, Inc. Common | Buy | $1k - $15k | +7d |
| Feb 20, 2025 | ARINAArista Investors Corp. Class A | Sale | $15k+ | +13d |
| Feb 18, 2025 | BLKBlackRock, Inc. Common Stock (BLK) S | Sale | $1k - $15k | +15d |
| Feb 26, 2025 | COSTCostco Wholesale Corporation - | Sale | $1k - $15k | +7d |
| Feb 18, 2025 | CRWDCrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | +15d |
| Feb 26, 2025 | CRWDCrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | +7d |
| Feb 20, 2025 | AMZNAmazon.com, Inc. - Common Stock | Buy | $15k+ | +13d |
| Feb 26, 2025 | NVDANVIDIA Corporation - Common Stock S (partial) | Sale | $1k - $15k | +7d |
| Feb 26, 2025 | PHParker-Hannifin Corporation | Sale | $1k - $15k | +7d |
| Dec 19, 2024 | BLKBlackRock, Inc. Common Stock (BLK) P | Buy | $1k - $15k | +27d |
| Dec 19, 2024 | URIUnited Rentals, Inc. Common Stock | Sale | $1k - $15k | +27d |