Pete Ricketts

Committees

Service

Trading Style

• Spouse-Managed Portfolio: 100% of trades are executed through a spouse's accounts.
• Net Seller: 100% of transactions are sales, suggesting a portfolio wind-down or systematic profit-taking approach.
• Mid-to-Large Sizing: 48% of trades exceed $100K, with a median trade around $100K.
• Diversified Sectors: Trades spread across 9 sectors with no single sector exceeding 24% of activity.
• Moderate Diversification: Trades across 25 stocks, with top holdings including YUM, VZ, UNP.