69 disclosed transactions, 2024-12-13 → 2026-03-31.
| Date | Asset | Ticker | Type | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-03-31 | Amcor plc Ordinary Shares | AMCR | Buy | $1K – $15K | PDF ↗ |
| 2026-03-26 | Pepsico, Inc. | PEP | Sell (P) | $15K – $50K | PDF ↗ |
| 2026-03-26 | Linde plc - Ordinary Shares | LIN | Buy | $1K – $15K | PDF ↗ |
| 2026-03-26 | Johnson & Johnson Common Stock | JNJ | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-26 | First Citizens BancShares, Inc. - Class | FCNCA | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-10 | Waters Corporation Common Stock | WAT | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-02-18 | U.S. Treasury Note [GS] | — | Buy | $50K – $100K | PDF ↗ |
| 2026-02-18 | U.S. Treasury Note [GS] | — | Buy | $50K – $100K | PDF ↗ |
| 2026-02-18 | Linde plc - Ordinary Shares | LIN | Buy | $1K – $15K | PDF ↗ |
| 2026-02-13 | Waters Corporation Common Stock | WAT | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-02-05 | First Citizens BancShares, Inc. - Class | FCNCA | Buy | $1K – $15K | PDF ↗ |
| 2026-01-29 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2026-01-23 | Microsoft Corporation - Common | MSFT | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-01-07 | General Motors Company Common | GM | Sell | $1K – $15K | PDF ↗ |
| 2025-12-31 | U.S. Treasury Note [GS] | — | Buy | $15K – $50K | PDF ↗ |
| 2025-12-16 | Liberty Media Corporation - Series C | LLYVK | Sell | $1K – $15K | PDF ↗ |
| 2025-12-16 | Liberty Media Corporation - Series A | LLYVA | Sell | $1K – $15K | PDF ↗ |
| 2025-12-02 | SUNRISE COMMS AG ADR A | SNREY | Sell | $1K – $15K | PDF ↗ |
| 2025-11-26 | Texas Instruments Incorporated - | TXN | Buy | $1K – $15K | PDF ↗ |
| 2025-10-31 | Fiserv, Inc. | FISV | Sell | $1K – $15K | PDF ↗ |
| 2025-10-17 | U.S. Treasury Note [GS] | — | Buy | $100K – $250K | PDF ↗ |
| 2025-09-25 | Intercontinental Exchange Inc. | ICE | Buy | $1K – $15K | PDF ↗ |
| 2025-09-15 | Oracle Corporation Common Stock | ORCL | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-09-03 | Franco-Nevada Corporation | FNV | Buy | $1K – $15K | PDF ↗ |
| 2025-09-03 | Danaher Corporation Common Stock | DHR | Buy | $1K – $15K | PDF ↗ |
| 2025-08-25 | Stryker Corporation Common Stock | SYK | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-08-25 | Microsoft Corporation - Common | MSFT | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-08-22 | Canadian Pacific Kansas City Limited | CP | Buy | $1K – $15K | PDF ↗ |
| 2025-08-15 | Amcor plc Ordinary Shares | AMCR | Buy | $1K – $15K | PDF ↗ |
| 2025-08-04 | Check Point Software Technologies | CHKP | Buy | $1K – $15K | PDF ↗ |
| 2025-07-29 | Adobe Inc. - Common Stock | ADBE | Sell | $1K – $15K | PDF ↗ |
| 2025-07-21 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2025-07-15 | SP Liberty Broadband Corporation - | LBRDK | Sell | $1K – $15K | PDF ↗ |
| 2025-06-30 | Prologis, Inc. Common Stock | PLD | Buy | $1K – $15K | PDF ↗ |
| 2025-06-23 | WESCO International, Inc. Common | WCC | Sell | $1K – $15K | PDF ↗ |
| 2025-06-11 | Danaher Corporation Common Stock | DHR | Buy | $1K – $15K | PDF ↗ |
| 2025-05-27 | Aon plc Class A Ordinary Shares | AON | Buy | $1K – $15K | PDF ↗ |
| 2025-05-13 | Becton, Dickinson and Company | BDX | Buy | $1K – $15K | PDF ↗ |
| 2025-05-08 | Crown Holdings, Inc. | CCK | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-05-08 | Amazon.com, Inc. - Common Stock | AMZN | Buy | $1K – $15K | PDF ↗ |
| 2025-05-05 | Thermo Fisher Scientific Inc Common | TMO | Buy | $1K – $15K | PDF ↗ |
| 2025-04-28 | Franklin Resources, Inc. Common | BEN | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-04-24 | Prologis, Inc. Common Stock | PLD | Buy | $1K – $15K | PDF ↗ |
| 2025-04-24 | Fiserv, Inc. Common Stock | FI | Buy | $1K – $15K | PDF ↗ |
| 2025-04-24 | Analog Devices, Inc. - Common Stock | ADI | Buy | $1K – $15K | PDF ↗ |
| 2025-04-24 | Amazon.com, Inc. - Common Stock | AMZN | Buy | $1K – $15K | PDF ↗ |
| 2025-04-11 | First Citizens BancShares, Inc. - Class | FCNCA | Buy | $1K – $15K | PDF ↗ |
| 2025-04-10 | Fortive Corporation Common Stock | FTV | Sell | $1K – $15K | PDF ↗ |
| 2025-04-10 | First Citizens BancShares, Inc. - Class | FCNCA | Buy | $1K – $15K | PDF ↗ |
| 2025-04-10 | Canadian Pacific Kansas City Limited | CP | Buy | $1K – $15K | PDF ↗ |
| 2025-04-01 | nVent Electric plc Ordinary Shares | NVT | Buy | $1K – $15K | PDF ↗ |
| 2025-04-01 | Illumina, Inc. - Common Stock | ILMN | Buy | $1K – $15K | PDF ↗ |
| 2025-04-01 | nVent Electric plc Ordinary Shares | NVT | Buy | $1K – $15K | PDF ↗ |
| 2025-04-01 | Illumina, Inc. - Common Stock | ILMN | Buy | $1K – $15K | PDF ↗ |
| 2025-03-07 | nVent Electric plc Ordinary Shares | NVT | Buy | $1K – $15K | PDF ↗ |
| 2025-02-26 | Amazon.com, Inc. - Common Stock | AMZN | Buy | $1K – $15K | PDF ↗ |
| 2025-02-12 | Magnera Corporation Common Stock | MAGN | Sell | $1K – $15K | PDF ↗ |
| 2025-02-07 | PERNOD RICARD S A SP/ADR | PRNDY | Sell | $1K – $15K | PDF ↗ |
| 2025-02-07 | Mondelez International, Inc. - Class A | MDLZ | Buy | $1K – $15K | PDF ↗ |
| 2025-01-31 | Microsoft Corporation - Common | MSFT | Buy | $1K – $15K | PDF ↗ |
| 2025-01-16 | Amazon.com, Inc. - Common Stock | AMZN | Buy | $1K – $15K | PDF ↗ |
| 2025-01-07 | Crown Holdings, Inc. | CCK | Buy | $1K – $15K | PDF ↗ |
| 2024-12-27 | PERNOD RICARD S A SP/ADR | PRNDY | Buy | $1K – $15K | PDF ↗ |
| 2024-12-27 | Canadian Pacific Kansas City Limited | CP | Buy | $1K – $15K | PDF ↗ |
| 2024-12-19 | Alphabet Inc. - Class C Capital Stock | GOOG | Sell | $1K – $15K | PDF ↗ |
| 2024-12-16 | Prologis, Inc. Common Stock | PLD | Buy | $1K – $15K | PDF ↗ |
| 2024-12-16 | Franklin Resources, Inc. Common | BEN | Sell (P) | $1K – $15K | PDF ↗ |
| 2024-12-16 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2024-12-13 | Analog Devices, Inc. - Common Stock | ADI | Buy | $1K – $15K | PDF ↗ |