| 2026-09-30 | Johnson & Johnson Common Stock (JNJ) | JNJ | Partial sale | Self | $1,001 - $15,000 | 2026-10-30 |
| 2026-09-30 | Stryker Corporation Common Stock (SYK) | SYK | Partial sale | Self | $1,001 - $15,000 | 2026-10-30 |
| 2026-09-29 | ESAB Corporation Common Stock (ESAB) | ESAB | Purchase | Self | $1,001 - $15,000 | 2026-10-30 |
| 2026-09-23 | Mondelez International, Inc. - Class A Common Stock (MDLZ) | MDLZ | Partial sale | Self | $1,001 - $15,000 | 2026-10-30 |
| 2026-09-17 | Abbott Laboratories Common Stock (ABT) | ABT | Partial sale | Self | $1,001 - $15,000 | 2026-10-30 |
| 2026-09-17 | Texas Instruments Incorporated - Common Stock (TXN) | TXN | Purchase | Self | $1,001 - $15,000 | 2026-10-30 |
| 2026-08-27 | Alphabet Inc. - Class A Common Stock (GOOGL) | GOOGL | Partial sale | Self | $1,001 - $15,000 | 2026-09-12 |
| 2026-08-27 | Johnson & Johnson Common Stock (JNJ) | JNJ | Partial sale | Self | $1,001 - $15,000 | 2026-09-12 |
| 2026-08-27 | Microsoft Corporation - Common Stock (MSFT) | MSFT | Partial sale | Self | $15,001 - $50,000 | 2026-09-12 |
| 2026-08-21 | MasTec, Inc. Common Stock (MTZ) | MTZ | Purchase | Self | $1,001 - $15,000 | 2026-09-12 |
| 2026-08-10 | Amcor plc Ordinary Shares (AMCR) | AMCR | Partial sale | Self | $1,001 - $15,000 | 2026-09-12 |
| 2026-08-10 | Linde plc - Ordinary Shares (LIN) | LIN | Purchase | Self | $1,001 - $15,000 | 2026-09-12 |
| 2026-07-22 | Alphabet Inc. - Class A Common Stock (GOOGL) | GOOGL | Partial sale | Self | $1,001 - $15,000 | 2026-08-18 |
| 2026-07-22 | Stryker Corporation Common Stock (SYK) | SYK | Partial sale | Self | $1,001 - $15,000 | 2026-08-18 |
| 2026-07-08 | Amazon.com, Inc. - Common Stock (AMZN) | AMZN | Purchase | Self | $1,001 - $15,000 | 2026-08-18 |
| 2026-07-08 | Toast, Inc. Class A Common Stock (TOST) | TOST | Purchase | Self | $1,001 - $15,000 | 2026-08-18 |
| 2026-07-07 | EQT Corporation Common Stock (EQT) | EQT | Purchase | Self | $1,001 - $15,000 | 2026-08-18 |
| 2026-07-07 | ESAB Corporation Common Stock (ESAB) | ESAB | Purchase | Self | $1,001 - $15,000 | 2026-08-18 |
| 2025-11-26 | Texas Instruments Incorporated - Common Stock (TXN) | TXN | Purchase | Self | $1,001 - $15,000 | 2025-12-19 |
| 2025-11-20 | Johnson & Johnson Common Stock (JNJ) | JNJ | Partial sale | Self | $15,001 - $50,000 | 2025-12-19 |
| 2025-11-20 | Stryker Corporation Common Stock (SYK) | SYK | Partial sale | Self | $15,001 - $50,000 | 2025-12-19 |
| 2025-10-31 | Fiserv, Inc. (FISV) | FISV | Sale | Self | $1,001 - $15,000 | 2025-11-17 |
| 2025-10-17 | U.S. Treasury Note | | Purchase | Self | $100,001 - $250,000 | 2025-11-17 |
| 2024-11-13 | Liberty Global Ltd. - Class C Common Shares (LBTYK) | LBTYK | Exchange | Self | $15,001 - $50,000 | 2024-12-16 |
| 2024-11-13 | Liberty Global Ltd. - Class C Common Shares (LBTYK) | LBTYK | Exchange | Self | $1,001 - $15,000 | 2024-12-16 |
| 2024-11-13 | Sunrise Communications AG - American Depositary Shares representing Class A shares (SNRE) | SNRE | Exchange | Self | $1,001 - $15,000 | 2024-12-16 |
| 2024-11-04 | Fortive Corporation Common Stock (FTV) | FTV | Purchase | Self | $1,001 - $15,000 | 2024-12-16 |
| 2024-11-04 | Pernod Ricard Ord Ordinary Shares (PDRDF) | PDRDF | Sale | Self | $1,001 - $15,000 | 2024-12-16 |
| 2024-09-30 | Amentum Holdings, Inc. Common Stock (AMTM) | AMTM | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-30 | Amentum Holdings, Inc. Common Stock (AMTM) | AMTM | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-30 | Amentum Holdings, Inc. Common Stock (AMTM) | AMTM | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-30 | Amentum Holdings, Inc. Common Stock (AMTM) | AMTM | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $15,001 - $50,000 | 2024-10-15 |
| 2024-09-30 | Jacobs Solutions Inc. Common Stock (J) | J | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-11 | Nike, Inc. Common Stock (NKE) | NKE | Partial sale | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-10 | Liberty Media Corporation - Series A Liberty SiriusXM Common Stock (LSXMA) | LSXMA | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-10 | Liberty Media Corporation - Series C Liberty SiriusXM Common Stock (LSXMK) | LSXMK | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |
| 2024-09-10 | SiriusXM Holdings Inc. - Common Stock (SIRI) | SIRI | Exchange | Self | $1,001 - $15,000 | 2024-10-15 |