Markwayne Mullin
Markwayne MullinR Republican · Senate · OK
State OK · Office 202-224-4721 · Term ends 2026-03-23 · No longer serving
Bio data & photo: unitedstates/congress-legislators (public domain)
Filings
620
2023-10-11 → 2026-03-10
Buys (midpoint)
$17.58M
Sales (midpoint)
$8.56M
Median lag
28d
125 filing(s) over 45d
Owner mix
Joint 393 · Spouse 127 · Self 100
Monthly activity buys up (green), sales down (red) — range midpoints, $M
Most-traded (midpoint totals)
| Security | Total (midpoints) |
|---|---|
| SPY | $1.50M |
| PDBC | $1.19M |
| MSFT | $1.04M |
| IWB | $1.00M |
| PCLPX | $848k |
| ADBE | $496k |
| NVDA | $488k |
| AAPL | $483k |
All filings
| Security ↕ | Type ↕ | Owner ↕ | Amount (range) ↕ | Traded ↕ | Disclosed · lag ↕ |
|---|---|---|---|---|---|
| INTU Intuit Inc | Sale | Joint | $15,001 - $50,000 | 2026-02-25 | 2026-03-10 13d |
| AZO AutoZone Inc | Sale | Joint | $50,001 - $100,000 | 2026-02-25 | 2026-03-10 13d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $50,001 - $100,000 | 2026-02-25 | 2026-03-10 13d |
| AIT Applied Industrial Technologies Inc | Sale | Joint | $1,001 - $15,000 | 2026-02-04 | 2026-03-02 26d |
| AMKR Amkor Technology Inc | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| APG APi Group Corp | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| MTZ MasTec Inc | Sale | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| MCK McKesson Corp | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| CRS Carpenter Technology Corp | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| LRN Stride Inc | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| FCFS FirstCash Holdings Inc | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| GS The Goldman Sachs Group Inc | Sale | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| ADBE Adobe Inc | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| DELL Dell Technologies Inc | Sale | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| MPWR Monolithic Power Systems Inc | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| IRM Iron Mountain Inc | Sale | Joint | $1,001 - $15,000 | 2026-02-04 | 2026-03-02 26d |
| C Citigroup Inc | Purchase | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| COHR Coherent Corp | Sale | Joint | $15,001 - $50,000 | 2026-02-04 | 2026-03-02 26d |
| MCK McKesson Corp | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| CRS Carpenter Technology Corp | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| MPWR Monolithic Power Systems Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| AMKR Amkor Technology Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| MPWR Monolithic Power Systems Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| LRN Stride Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| LRN Stride Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| ADBE Adobe Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| AMKR Amkor Technology Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| MCK McKesson Corp | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| APG APi Group Corp | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| CRS Carpenter Technology Corp | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| C Citigroup Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| APG APi Group Corp | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| C Citigroup Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| ADBE Adobe Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| FCFS FirstCash Holdings Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| FCFS FirstCash Holdings Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-04 30d |
| AMKR Amkor Technology, Inc. - Common Stock | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| MCK McKesson Corporation Common Stock | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| MPWR Monolithic Power Systems, Inc. - Commo | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| FCFS FirstCash Holdings, Inc. - Common Stoc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| ADBE Adobe Inc. - Common Stock | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| APG APi Group Corporation Common Stock | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| APG APi Group Corporation Common Stock | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| MPWR Monolithic Power Systems, Inc. - Commo | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| CRS Carpenter Technology Corporation Commo | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| LRN Stride, Inc. Common Stock | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| AMKR Amkor Technology, Inc. - Common Stock | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| ADBE Adobe Inc. - Common Stock | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| C Citigroup Inc | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| C Citigroup Inc | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| LRN Stride, Inc. Common Stock | Purchase | Self | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| VSEC VSE Corporation - Common Stock | Purchase | Spouse | $15,001 - $50,000 | 2026-01-05 | 2026-02-03 29d |
| COP ConocoPhillips | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| LLY Eli Lilly and Co | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| HD The Home Depot Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| ELV Elevance Health Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| ISRG Intuitive Surgical Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| META Meta Platforms Inc | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-16 18d |
| BSX Boston Scientific Corp | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| NOW ServiceNow Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| DE DEERE & COMPANY | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| HLT Hilton Worldwide Holdings Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| RTX RTX Corp | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| AMZN Amazon.com Inc | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-16 18d |
| ICE Intercontinental Exchange Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| GOOGL Alphabet Inc | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-16 18d |
| CVX Chevron Corp | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| NVDA NVIDIA Corporation | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-16 18d |
| INTU Intuit Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| MA Mastercard Inc | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-16 18d |
| LRCX Lam Research Corp | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-16 18d |
| COST Costco Wholesale Corp | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| AMAT Applied Materials Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| JPM JPMorgan Chase & Co | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-16 18d |
| KO The Coca-Cola Co | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| AXP American Express Co | Purchase | Joint | $1,001 - $15,000 | 2025-12-29 | 2026-01-16 18d |
| CAT Caterpillar Inc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-16 18d |
| COF Capital One Financial Corporation Comm | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-15 17d |
| NVDA NVIDIA Corporation - Common Stock | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-15 17d |
| AMAT Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| CRM Salesforce, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| COST Costco Wholesale Corporation - Common | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| AMZN Amazon.com, Inc. - Common Stock | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-15 17d |
| MA Mastercard Incorporated Common Stock | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-15 17d |
| AAPL Apple Inc. - Common Stock | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-15 17d |
| COP ConocoPhillips Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| INTU Intuit Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| HD Home Depot, Inc. (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| BSX Boston Scientific Corporation Common S | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| JPM JP Morgan Chase & Co. Common Stock | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-15 17d |
| AXP American Express Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-12-29 | 2026-01-15 17d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| CVX Chevron Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| DE Deere & Company Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| LLY Eli Lilly and Company Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| CAT Caterpillar, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| GOOGL Alphabet Inc. - Class A Common Stock | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-15 17d |
| META Meta Platforms, Inc. - Class A Common | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-15 17d |
| RTX RTX Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| MSFT Microsoft Corporation - Common Stock | Purchase | Joint | $100,001 - $250,000 | 2025-12-29 | 2026-01-15 17d |
| NOW ServiceNow, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| ICE Intercontinental Exchange Inc. Common | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| LRCX Lam Research Corporation - Common Stoc | Purchase | Joint | $50,001 - $100,000 | 2025-12-29 | 2026-01-15 17d |
| KO Coca-Cola Company (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| HLT Hilton Worldwide Holdings Inc. Common | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| IQV IQVIA Holdings, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| ELV Elevance Health, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| ISRG Intuitive Surgical, Inc. - Common Stoc | Purchase | Joint | $15,001 - $50,000 | 2025-12-29 | 2026-01-15 17d |
| MTZ MasTec Inc | Sale | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| PRMW Primo Water Corp | Sale | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-13 27d |
| IRM Iron Mountain Inc | Sale | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| MTZ MasTec Inc | Sale | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| COHR Coherent Corp | Sale | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| PRMW Primo Water Corp | Sale | Spouse | $1,001 - $15,000 | 2025-12-18 | 2026-01-13 26d |
| LRN Stride Inc | Sale | Spouse | $1,001 - $15,000 | 2025-12-18 | 2026-01-13 26d |
| IRM Iron Mountain Inc | Sale | Self | $1,001 - $15,000 | 2025-12-18 | 2026-01-13 26d |
| PRMW Primo Water Corp | Sale | Self | $1,001 - $15,000 | 2025-12-18 | 2026-01-13 26d |
| AIT Applied Industrial Technologies Inc | Sale | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| LRN Stride Inc | Sale | Self | $1,001 - $15,000 | 2025-12-18 | 2026-01-13 26d |
| DELL Dell Technologies Inc | Sale | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| AIT Applied Industrial Technologies Inc | Sale | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| COHR Coherent Corp | Sale | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| DELL Dell Technologies Inc | Sale | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| GS The Goldman Sachs Group Inc | Sale | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| GS The Goldman Sachs Group Inc | Sale | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-13 26d |
| GS Goldman Sachs Group, Inc. (The) Common | Sale (Full) | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| COHR Coherent Corp. Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| PRMB Primo Brands Corporation Class A Commo | Sale (Full) | Spouse | $1,001 - $15,000 | 2025-12-18 | 2026-01-12 25d |
| PRMB Primo Brands Corporation Class A Commo | Sale (Full) | Joint | $1,001 - $15,000 | 2025-12-17 | 2026-01-12 26d |
| IRM Iron Mountain Inc | Sale (Full) | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| MTZ MasTec, Inc. Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| AIT Applied Industrial Technologies, Inc. | Sale (Full) | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| LRN Stride, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | 2025-12-18 | 2026-01-12 25d |
| CRDO Credo Technology Group Holding Ltd | Sale (Full) | Self | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| CRDO Credo Technology Group Holding Ltd | Sale (Full) | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| AIT Applied Industrial Technologies, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 2025-12-18 | 2026-01-12 25d |
| IRM Iron Mountain Inc | Sale (Full) | Self | $1,001 - $15,000 | 2025-12-18 | 2026-01-12 25d |
| ZTS Zoetis Inc | Sale | Joint | $15,001 - $50,000 | 2025-11-10 | 2025-12-05 25d |
| PNR Pentair PLC | Purchase | Joint | $15,001 - $50,000 | 2025-11-10 | 2025-12-05 25d |
| COF Capital One Financial Corp | Purchase | Joint | $50,001 - $100,000 | 2025-11-10 | 2025-12-05 25d |
| PNR Pentair plc. Ordinary Share | Purchase | Joint | $15,001 - $50,000 | 2025-11-10 | 2025-12-04 24d |
| COF Capital One Financial Corporation Comm | Purchase | Joint | $50,001 - $100,000 | 2025-11-10 | 2025-12-04 24d |
| CSX CSX Corporation - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 2025-11-10 | 2025-12-04 24d |
| ZTS Zoetis Inc. Class A Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 2025-11-10 | 2025-12-04 24d |
| BRK/B Berkshire Hathaway Inc | Sale | Joint | $15,001 - $50,000 | 2025-11-03 | 2025-11-21 18d |
| MSFT Microsoft Corp | Purchase | Joint | $250,001 - $500,000 | 2025-11-03 | 2025-11-21 18d |
| CMG Chipotle Mexican Grill Inc | Sale | Joint | $15,001 - $50,000 | 2025-11-03 | 2025-11-21 18d |
| FI Fiserv Inc | Sale | Joint | $15,001 - $50,000 | 2025-11-03 | 2025-11-21 18d |
| TMUS T-Mobile US Inc | Sale | Joint | $50,001 - $100,000 | 2025-11-03 | 2025-11-21 18d |
| CMG Chipotle Mexican Grill, Inc. Common St | Sale (Full) | Joint | $15,001 - $50,000 | 2025-11-03 | 2025-11-20 17d |
| TMUS T-Mobile US, Inc. - Common Stock | Sale (Full) | Joint | $50,001 - $100,000 | 2025-11-03 | 2025-11-20 17d |
| BRK.B Berkshire Hathaway Cl B | Sale (Full) | Joint | $15,001 - $50,000 | 2025-11-03 | 2025-11-20 17d |
| MSFT Microsoft Corp | Purchase | Joint | $250,001 - $500,000 | 2025-11-03 | 2025-11-20 17d |
| FI Fiserv Inc | Sale (Full) | Joint | $15,001 - $50,000 | 2025-11-03 | 2025-11-20 17d |
| ISRG Intuitive Surgical Inc | Purchase | Joint | $50,001 - $100,000 | 2025-09-24 | 2025-10-01 7d |
| WAB Westinghouse Air Brake Technologies Co | Sale | Spouse | $15,001 - $50,000 | 2025-09-23 | 2025-10-01 8d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-10-01 7d |
| WAB Westinghouse Air Brake Technologies Co | Sale | Self | $15,001 - $50,000 | 2025-09-23 | 2025-10-01 8d |
| ADBE Adobe Inc | Sale | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-10-01 7d |
| WAB Westinghouse Air Brake Technologies Co | Sale | Joint | $1,001 - $15,000 | 2025-09-23 | 2025-10-01 8d |
| NOW ServiceNow Inc | Purchase | Joint | $1,001 - $15,000 | 2025-09-24 | 2025-10-01 7d |
| ACN Accenture PLC | Sale | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-10-01 7d |
| INTU Intuit Inc | Purchase | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-10-01 7d |
| TXN Texas Instruments Inc | Sale | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-10-01 7d |
| ISRG Intuitive Surgical, Inc. - Common Stoc | Purchase | Joint | $50,001 - $100,000 | 2025-09-24 | 2025-09-30 6d |
| WAB Wabtec Corp | Sale (Full) | Joint | $1,001 - $15,000 | 2025-09-23 | 2025-09-30 7d |
| INTU Intuit Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-09-30 6d |
| WAB Wabtec Corp | Sale (Full) | Self | $15,001 - $50,000 | 2025-09-23 | 2025-09-30 7d |
| ACN Accenture Plc | Sale (Full) | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-09-30 6d |
| ADBE Adobe Systems Inc | Sale (Full) | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-09-30 6d |
| WAB Wabtec Corp | Sale (Full) | Spouse | $15,001 - $50,000 | 2025-09-23 | 2025-09-30 7d |
| IHF iShares U.S. Health Care Providers ETF | Sale (Full) | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-09-30 6d |
| NOW ServiceNow, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2025-09-24 | 2025-09-30 6d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-09-30 6d |
| TXN Texas Instruments Incorporated - Commo | Sale (Full) | Joint | $15,001 - $50,000 | 2025-09-24 | 2025-09-30 6d |
| UNH Unitedhealth Group Inc | Sale | Joint | $15,001 - $50,000 | 2025-08-01 | 2025-08-18 17d |
| UNH UnitedHealth Group Incorporated Common | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-08-01 | 2025-08-17 16d |
| LRCX Lam Research Corp | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-13 589d |
| ELF e.l.f. Beauty Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| ETN Eaton Corp PLC | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| FRPT FRESHPET INC | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| FN FABRINET | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| GS The Goldman Sachs Group Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| INST Instructure Holdings Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PYPL PayPal Holdings Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| NVDA NVIDIA Corporation | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-13 589d |
| FN FABRINET | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PODD Insulet Corp | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| AMAT Applied Materials Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-13 589d |
| PYPL PayPal Holdings Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| SHOP Shopify Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| EXLS ExlService Holdings Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| HUBB Hubbell Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| CELH CELSIUS HOLDINGS INC | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PODD Insulet Corp | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| SHOP Shopify Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-08-13 953d |
| GS The Goldman Sachs Group Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| OLLI Ollie's Bargain Outlet Holdings Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| CYBR CyberArk Software Ltd | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| CELH CELSIUS HOLDINGS INC | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| FCFS FirstCash Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-08-13 953d |
| ETN Eaton Corp PLC | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| LLY Eli Lilly and Co | Purchase | Joint | $50,001 - $100,000 | 2024-12-11 | 2025-08-13 245d |
| FRPT FRESHPET INC | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| EXLS ExlService Holdings Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| SHOP Shopify Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| FCFS FirstCash Holdings Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| AAPL Apple Inc | Purchase | Joint | $50,001 - $100,000 | 2024-01-02 | 2025-08-13 589d |
| ZTS Zoetis Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| ELF e.l.f. Beauty Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PYPL PayPal Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-08-13 953d |
| CYBR CyberArk Software Ltd | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| META Meta Platforms Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-13 589d |
| ZTS Zoetis Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| OLLI Ollie's Bargain Outlet Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PCLPX PIMCO COMMODITIES PLUS STRATEGY FUND | Purchase | Joint | $250,001 - $500,000 | 2024-10-29 | 2025-08-13 288d |
| SFM Sprouts Farmers Market Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| BMI Badger Meter Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| HUBB Hubbell Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PDBC Invesco Optimum Yield Diversified Comm | Sale | Joint | $15,001 - $50,000 | 2024-11-12 | 2025-08-13 274d |
| INST Instructure Holdings Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| AMD Advanced Micro Devices Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-13 589d |
| CTVA Corteva Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| ADBE Adobe Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-13 589d |
| BMI Badger Meter Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| SFM Sprouts Farmers Market Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| AXON Axon Enterprise Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| AXON Axon Enterprise Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PCLPX PIMCO COMMODITIES PLUS STRATEGY FUND | Purchase | Joint | $15,001 - $50,000 | 2024-11-12 | 2025-08-13 274d |
| CTVA Corteva Inc | Sale | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-13 587d |
| PDBC Invesco Optimum Yield Diversified Comm | Sale | Joint | $250,001 - $500,000 | 2024-10-29 | 2025-08-13 288d |
| FCFS FirstCash Holdings Inc | Sale | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-13 600d |
| SHOP Shopify Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-08-12 952d |
| FCFS FirstCash Holdings, Inc. - Common Stoc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-08-12 952d |
| ZTS Zoetis Inc | Sale | Spouse | $1,001 - $15,000 | 2024-04-03 | 2025-08-12 496d |
| PYPL PayPal Holdings, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-08-12 952d |
| CYBR CyberArk Software Ltd. - Ordinary Shar | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| META Meta Platforms Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-11 587d |
| CTVA Corteva Inc | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| CYBR CyberArk Software Ltd. - Ordinary Shar | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| INST Instructure Holdings Inc | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| ZTS Zoetis Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| ETN Eaton Corp | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| FCFS FirstCash Holdings, Inc. - Common Stoc | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| BMI Badger Meter, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| BMI Badger Meter, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| PODD Insulet Corporation - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| FN Fabrinet | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| INST Instructure Holdings, Inc. Common Stoc | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| LLY Eli Lilly and Company Common Stock | Purchase | Joint | $50,001 - $100,000 | 2024-12-11 | 2025-08-11 243d |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| SFM Sprouts Farmers Market, Inc. - Common | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| PCLPX Pimco Commoditiesplus Strategy Fund Cl | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-11-12 | 2025-08-11 272d |
| AMAT Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-11 587d |
| AXON Axon Enterprise Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| AMD Advanced Micro Devices, Inc. - Common | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-11 587d |
| AAPL Apple Inc. - Common Stock | Purchase | Joint | $50,001 - $100,000 | 2024-01-02 | 2025-08-11 587d |
| HUBB Hubbell Inc Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| FN Fabrinet | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| EXLS ExlService Holdings, Inc. - Common Sto | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| ZTS Zoetis Inc. Class A Common Stock | Sale (Partial) | Spouse | $1,001 - $15,000 | 2024-04-03 | 2025-08-11 495d |
| NVDA NVIDIA Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-11 587d |
| LRCX Lam Research Corp | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-11 587d |
| PYPL PayPal Holdings, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| EXLS ExlService Holdings, Inc. - Common Sto | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| CELH Celsius Holdings, Inc. - Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| ADBE Adobe Systems Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2025-08-11 587d |
| HUBB Hubbell Inc Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| PYPL PayPal Holdings, Inc. - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| CELH Celsius Holdings Inc | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| ELF E.L.F. Beauty Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| FRPT Freshpet, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| CTVA Corteva, Inc. Common Stock | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| PDBC Invesco Optimum Yield Diversified Comm | Purchase | Joint | $250,001 - $500,000 | 2024-10-29 | 2025-08-11 286d |
| ZTS Zoetis Inc Cl A | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| PDBC Invesco Optimum Yield Diversified Comm | Purchase | Joint | $15,001 - $50,000 | 2024-11-12 | 2025-08-11 272d |
| ELF E.L.F. Beauty Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| ETN Eaton Corp | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| SFM Sprouts Farmers Market | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| PODD Insulet Corp | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2025-08-11 598d |
| SHOP Shopify Inc | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| FRPT Freshpet, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| FCFS FirstCash Holdings, Inc. - Common Stoc | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-01-04 | 2025-08-11 585d |
| CTVA Corteva Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| CELH CELSIUS HOLDINGS INC | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| EXLS ExlService Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| PODD Insulet Corp | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| FN FABRINET | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| INST Instructure Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| HUBB Hubbell Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-30 939d |
| HUBB Hubbell Inc Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| PODD Insulet Corporation - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| INST Instructure Holdings, Inc. Common Stoc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| FN Fabrinet | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| CTVA Corteva, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| CELH Celsius Holdings Inc | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| EXLS ExlService Holdings, Inc. - Common Sto | Purchase | Spouse | $1,001 - $15,000 | 2023-01-03 | 2025-07-29 938d |
| TXN Texas Instruments Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| VLO Valero Energy Corp | Purchase | Joint | $50,001 - $100,000 | 2025-05-13 | 2025-06-11 29d |
| LRCX Lam Research Corp | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| ZTS Zoetis Inc | Purchase | Joint | $50,001 - $100,000 | 2025-05-13 | 2025-06-11 29d |
| AMAT Applied Materials Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| LPLA LPL Financial Holdings Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| LHX L3Harris Technologies Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| SPY SPDR S&P 500 ETF Trust | Sale | Joint | $500,001 - $1,000,000 | 2025-05-13 | 2025-06-11 29d |
| TMO Thermo Fisher Scientific Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| CVX Chevron Corp | Purchase | Joint | $50,001 - $100,000 | 2025-05-13 | 2025-06-11 29d |
| CSX CSX Corp | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| ADBE Adobe Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| COP ConocoPhillips | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-11 29d |
| VLO Valero Energy Corp | Purchase | Joint | $50,001 - $100,000 | 2025-05-13 | 2025-06-10 28d |
| TXN Texas Instruments | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| SPY SPDR S&P 500 | Sale (Full) | Joint | $500,001 - $1,000,000 | 2025-05-13 | 2025-06-10 28d |
| LRCX Lam Research Corp | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| TMO Thermo Fisher Scientific Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| ADBE Adobe Systems Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| CSX CSX Corp | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| CVX Chevron Corp | Purchase | Joint | $50,001 - $100,000 | 2025-05-13 | 2025-06-10 28d |
| AMAT Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| LHX L3Harris Technologies Inc | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| COP Conocophillips | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| LPLA Lpl Financial Holdings | Purchase | Joint | $15,001 - $50,000 | 2025-05-13 | 2025-06-10 28d |
| ZTS Zoetis Inc. Class A Common Stock | Purchase | Joint | $50,001 - $100,000 | 2025-05-13 | 2025-06-10 28d |
| LRCX Lam Research Corp | Sale | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-12 34d |
| VLO Valero Energy Corp | Sale | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-12 34d |
| CSX CSX Corp | Sale | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-12 34d |
| CVX Chevron Corp | Sale | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-12 34d |
| ADBE Adobe Inc | Sale | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-12 34d |
| ZTS Zoetis Inc | Sale | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-12 34d |
| TXN Texas Instruments Inc | Sale | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-12 34d |
| AMAT Applied Materials Inc | Sale | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-12 34d |
| COP ConocoPhillips | Sale | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-12 34d |
| TMO Thermo Fisher Scientific Inc | Sale | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-12 34d |
| CVX Chevron Corp | Sale (Full) | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-11 33d |
| TXN Texas Instruments | Sale (Full) | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-11 33d |
| TMO Thermo Fisher Scientific Inc | Sale (Full) | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-11 33d |
| COP Conocophillips | Sale (Full) | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-11 33d |
| LRCX Lam Research Corp | Sale (Partial) | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-11 33d |
| AMAT Applied Materials | Sale (Partial) | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-11 33d |
| ADBE Adobe Systems Inc | Sale (Full) | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-11 33d |
| VLO Valero Energy Corp | Sale (Full) | Joint | $50,001 - $100,000 | 2025-04-08 | 2025-05-11 33d |
| CSX CSX Corp | Sale (Full) | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-11 33d |
| ZTS Zoetis Inc Cl A | Sale (Full) | Joint | $15,001 - $50,000 | 2025-04-08 | 2025-05-11 33d |
| COF Capital One Financial Corp | Purchase | Joint | $15,001 - $50,000 | 2025-03-19 | 2025-04-12 24d |
| DELL Dell Technologies Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| IRM Iron Mountain Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| PM Philip Morris International Inc | Purchase | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| BRK Bershire Hathaway Cdr [Cad Hedged] | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| HON Honeywell International Inc | Sale (Full) | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| GS Goldman Sachs Group | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| LRN Stride Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| CRDO Credo Technology Group Holding Ltd | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| STZ Constellation Brands Inc | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| LPLA Lpl Financial Holdings | Purchase | Joint | $50,001 - $100,000 | 2025-02-13 | 2025-02-26 13d |
| LHX L3Harris Technologies Inc | Purchase | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| MSFT Microsoft Corp | Purchase | Joint | $50,001 - $100,000 | 2025-02-13 | 2025-02-26 13d |
| AMZN Amazon.com Inc | Purchase | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| VAW Materials ETF Vanguard | Sale (Full) | Joint | $100,001 - $250,000 | 2025-02-13 | 2025-02-26 13d |
| COHR Coherent Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| DHR Danaher Corp | Sale (Full) | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| PRMB Primo Water Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| AIT Applied Industrial Technologies | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| TJX TJX Companies | Purchase | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| AMD Adv Micro Devices | Sale (Full) | Joint | $50,001 - $100,000 | 2025-02-13 | 2025-02-26 13d |
| ACN Accenture Plc | Purchase | Joint | $50,001 - $100,000 | 2025-02-13 | 2025-02-26 13d |
| IQV Iqvia Holdings Inc | Purchase | Joint | $15,001 - $50,000 | 2025-02-13 | 2025-02-26 13d |
| MTZ Mastec Inc | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| WAB Wabtec Corp | Purchase | Joint | $1,001 - $15,000 | 2025-02-03 | 2025-02-26 23d |
| IRM Iron Mountain Inc | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| LRN Stride Inc | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| AIT Applied Industrial Technologies, Inc. | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| WAB Wabtec Corp | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| PRMB Primo Brands Corporation Cl A | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| COHR Coherent Corp | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| MTZ Mastec Inc | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| GS Goldman Sachs Group | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| IRM Iron Mountain Inc | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| LRN Stride Inc | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| DELL Dell Technologies Inc. Class C Common | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| GS Goldman Sachs Group | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| DELL Dell Technologies Inc. Class C Common | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| PRMB Primo Brands Corporation Cl A | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| EZU Eurozone Ishares MSCI ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-01-08 | 2025-01-30 22d |
| WAB Wabtec Corp | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| MTZ Mastec Inc | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| CRDO Credo Technology Group Holding Ltd | Purchase | Spouse | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| ABT Abbott Laboratories | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-08 | 2025-01-30 22d |
| — NEVADA ST LTD TAX GO CAP IMPT BDS Rate | Sale (Partial) | Joint | $50,001 - $100,000 | 2025-01-08 | 2025-01-30 22d |
| — VANGUARD INDEX FDS VANGUARD MID-CAP ET | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-01-08 | 2025-01-30 22d |
| — MACOMB INTER SCH DIST MICH UNLTD TAX G | Sale (Partial) | Joint | $50,001 - $100,000 | 2025-01-08 | 2025-01-30 22d |
| — COOK CNTY ILL CMNTY CONS SCH DIST NO 0 | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-01-08 | 2025-01-30 22d |
| — FORT LAUDERDALE FLA WTR & SWR REV BDS | Sale (Partial) | Joint | $50,001 - $100,000 | 2025-01-08 | 2025-01-30 22d |
| — KAUKAUNA WIS ANTIC NTS 2023B Rate/Coup | Sale (Full) | Joint | $1,001 - $15,000 | 2025-01-08 | 2025-01-30 22d |
| IEFA iShares Core MSCI EAFE ETF | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-01-08 | 2025-01-30 22d |
| — SALEM N H GO BDS Rate/Coupon: 4.0% Mat | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-01-08 | 2025-01-30 22d |
| — AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon | Sale (Partial) | Joint | $50,001 - $100,000 | 2025-01-08 | 2025-01-30 22d |
| — NEW YORK N Y CITY MUN WTR FIN AUTH WTR | Sale (Partial) | Joint | $15,001 - $50,000 | 2025-01-08 | 2025-01-30 22d |
| CRDO Credo Technology Group Holding Ltd | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| COHR Coherent Corp | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| AIT Applied Industrial Technologies, Inc. | Purchase | Self | $15,001 - $50,000 | 2025-01-02 | 2025-01-30 28d |
| — Texas State Mobility Fund Bonds A Rate | Sale (Full) | Joint | $50,001 - $100,000 | 2024-12-27 | 2025-01-02 6d |
| VNQ Vanguard Real Estate ETF | Purchase | Joint | $1,001 - $15,000 | 2024-12-26 | 2025-01-02 7d |
| PCLPX Pimco Commoditiesplus Strategy Fund Cl | Purchase | Joint | $250,001 - $500,000 | 2024-12-26 | 2025-01-02 7d |
| CFSSX Column Small Cap Select Fund | Purchase | Joint | $100,001 - $250,000 | 2024-12-26 | 2025-01-02 7d |
| GICIX Goldman Sachs Intl Small Cap Insights | Purchase | Joint | $50,001 - $100,000 | 2024-12-26 | 2025-01-02 7d |
| PDBC Invesco Optimum Yield Diversified Comm | Sale (Full) | Joint | $250,001 - $500,000 | 2024-12-26 | 2025-01-02 7d |
| IEMG iShares Core MSCI Emerging Markets ETF | Purchase | Joint | $50,001 - $100,000 | 2024-12-26 | 2025-01-02 7d |
| AXON Axon Enterprise Inc | Sale (Full) | Self | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| GS Goldman Sachs Group | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| LRN Stride, Inc. Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| CYBR CyberArk Software Ltd. - Ordinary Shar | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| AMAT Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2024-12-11 | 2024-12-30 19d |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Sale (Full) | Self | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| SFM Sprouts Farmers Market, Inc. - Common | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| ETN Eaton Corp | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| AXON Axon Enterprise, Inc. - Common Stock | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| GS Goldman Sachs Group | Sale (Full) | Self | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| CYBR CyberArk Software Ltd. - Ordinary Shar | Sale (Full) | Self | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| ELF E.L.F. Beauty Inc | Sale (Full) | Self | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| ELF E.L.F. Beauty Inc | Sale (Full) | Spouse | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| LRN Stride Inc | Sale (Full) | Self | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| PEP PepsiCo, Inc. - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | 2024-12-11 | 2024-12-30 19d |
| ABT Abbott Laboratories Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-12-11 | 2024-12-30 19d |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Sale (Full) | Spouse | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| BMI Badger Meter, Inc. Common Stock | Sale (Full) | Self | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| ETN Eaton Corp | Sale (Full) | Self | $1,001 - $15,000 | 2024-12-18 | 2024-12-30 12d |
| SFM Sprouts Farmers Market, Inc. - Common | Sale (Full) | Self | $15,001 - $50,000 | 2024-12-18 | 2024-12-30 12d |
| LRN Stride, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-07-30 | 2024-12-30 153d |
| IEFA iShares Core MSCI EAFE ETF | Purchase | Joint | $100,001 - $250,000 | 2024-11-27 | 2024-12-18 21d |
| EZU iShares MSCI Eurozone ETF | Purchase | Joint | $100,001 - $250,000 | 2024-11-27 | 2024-12-18 21d |
| IEMG iShares Core MSCI Emerging Markets ETF | Purchase | Joint | $1,001 - $15,000 | 2024-11-27 | 2024-12-18 21d |
| — Invesco Actively Managed Exchange Trad | Purchase | Joint | $15,001 - $50,000 | 2024-11-12 | 2024-12-02 20d |
| — Pimco Commodities Plus Strategy Fund C | Sale (Partial) | Joint | $250,001 - $500,000 | 2024-10-29 | 2024-12-02 34d |
| HIYS Invesco Actively Managed Exchange-Trad | Purchase | Joint | $250,001 - $500,000 | 2024-10-29 | 2024-12-02 34d |
| PCLPX Pimco Commoditiesplus Strategy Fund Cl | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-11-12 | 2024-12-02 20d |
| LRN Stride Inc | Purchase | Self | $1,001 - $15,000 | 2024-07-30 | 2024-11-07 100d |
| TJX TJX Companies, Inc. (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 2024-08-20 | 2024-09-18 29d |
| IQV Iqvia Holdings Inc | Purchase | Joint | $15,001 - $50,000 | 2024-08-20 | 2024-09-18 29d |
| EW Edwards Lifesciences Corp | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-08-20 | 2024-09-18 29d |
| SBUX Starbucks Corp | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-08-20 | 2024-09-18 29d |
| IWB Russell 1000 Ishares ETF | Sale (Partial) | Joint | $500,001 - $1,000,000 | 2024-06-13 | 2024-07-11 28d |
| NKE Nike, Inc. Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-06-12 | 2024-07-11 29d |
| PH Parker-Hannifin Corporation Common Sto | Purchase | Joint | $15,001 - $50,000 | 2024-06-12 | 2024-07-11 29d |
| IWB Russell 1000 Ishares ETF | Sale (Partial) | Joint | $50,001 - $100,000 | 2024-06-12 | 2024-07-11 29d |
| CMCSA Comcast Corporation - Class A Common S | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-06-12 | 2024-07-11 29d |
| IWB iShares Russell 1000 ETF | Sale (Partial) | Joint | $100,001 - $250,000 | 2024-05-08 | 2024-06-06 29d |
| — Pimco Commodities Plus Strategy Fund C | Sale (Partial) | Joint | $15,001 - $50,000 | 2024-05-08 | 2024-06-06 29d |
| — Ishares TR Russell 1000 ETF | Sale (Partial) | Joint | $50,001 - $100,000 | 2024-06-07 | 2024-06-06 -1d |
| ZTS Zoetis Inc. Class A Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | 2024-04-03 | 2024-05-01 28d |
| ZTS Zoetis Inc. Class A Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | 2024-04-03 | 2024-04-30 27d |
| — Canadian County OKLA EDL FACS Rate/Cou | Purchase | Joint | $50,001 - $100,000 | 2024-02-08 | 2024-02-29 21d |
| — Grady County OKLA SCH FIN Auth E Rate/ | Purchase | Joint | $100,001 - $250,000 | 2024-02-06 | 2024-02-29 23d |
| — Oklahoma State University Agricultural | Purchase | Joint | $50,001 - $100,000 | 2024-01-18 | 2024-02-14 27d |
| — Oklahoma Cnty Okla Fin Auth Ed Rate/Co | Purchase | Joint | $100,001 - $250,000 | 2024-01-19 | 2024-02-14 26d |
| — McClain County OKLA Economic DEV Rate/ | Purchase | Joint | $100,001 - $250,000 | 2024-01-24 | 2024-02-14 21d |
| — Tulsa County OKLA INDPT SCH DIST Rate/ | Purchase | Joint | $100,001 - $250,000 | 2024-01-23 | 2024-02-14 22d |
| — Broken Arrow OKLA Rate/Coupon: 4.0% Ma | Purchase | Joint | $100,001 - $250,000 | 2024-01-26 | 2024-02-14 19d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| FN Fabrinet | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2024-01-25 34d |
| BMI Badger Meter, Inc. Common Stock | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| AMAT Applied Materials, Inc. - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2024-01-25 23d |
| FRPT Freshpet, Inc. - Common Stock | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| ETN Eaton Corp | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| SFM Sprouts Farmers Market | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| ETN Eaton Corp | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| AXON Axon Enterprise Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| ZTS Zoetis Inc Cl A | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| AXON Axon Enterprise Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| ELF E.L.F. Beauty Inc | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| AAPL Apple Inc. - Common Stock | Purchase | Joint | $50,001 - $100,000 | 2024-01-02 | 2024-01-25 23d |
| NVDA NVIDIA Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2024-01-25 23d |
| BMI Badger Meter, Inc. Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| CYBR CyberArk Software Ltd. - Ordinary Shar | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| AMD Advanced Micro Devices, Inc. - Common | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2024-01-25 23d |
| META Meta Platforms Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2024-01-25 23d |
| CELH Celsius Holdings Inc | Sale (Partial) | Self | $1,001 - $15,000 | 2023-12-22 | 2024-01-25 34d |
| CYBR CyberArk Software Ltd. - Ordinary Shar | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| OLLI Ollie's Bargain Outlet Holdings, Inc. | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| FRPT Freshpet, Inc. - Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| — Canadian County Educational Facilities | Purchase | Joint | $100,001 - $250,000 | 2024-01-03 | 2024-01-25 22d |
| — OK ST Capitol Impt Auth ST Highway Rat | Purchase | Joint | $50,001 - $100,000 | 2024-01-10 | 2024-01-25 15d |
| ZTS Zoetis Inc. Class A Common Stock | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| ELF E.L.F. Beauty Inc | Purchase | Self | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| ADBE Adobe Systems Inc | Purchase | Joint | $15,001 - $50,000 | 2024-01-02 | 2024-01-25 23d |
| SFM Sprouts Farmers Market, Inc. - Common | Purchase | Spouse | $1,001 - $15,000 | 2024-01-04 | 2024-01-25 21d |
| VLTO Veralto Corp Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | 2023-12-05 | 2023-12-27 22d |
| — Cleveland County OK Educational FACS R | Purchase | Joint | $100,001 - $250,000 | 2023-12-06 | 2023-12-27 21d |
| — CLEAR CREEK TEX INDPT SCH DIST UNLTD T | Purchase | Joint | $50,001 - $100,000 | 2023-10-31 | 2023-11-27 27d |
| — NEW YORK N Y CITY MUN WTR FIN AUTH WTR | Purchase | Joint | $50,001 - $100,000 | 2023-10-27 | 2023-11-27 31d |
| — Oklahoma Dev Fin Auth Lease RE Rate/Co | Purchase | Joint | $15,001 - $50,000 | 2023-11-16 | 2023-11-27 11d |
| — Oklahoma Transn Auth OK F/K/A Rate/Cou | Purchase | Joint | $15,001 - $50,000 | 2023-10-26 | 2023-11-27 32d |
| EW Edwards Lifesciences Corporation Commo | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| DE Deere & Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| COST Costco Wholesale Corporation - Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| STZ Constellation Brands Inc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| COP ConocoPhillips Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| CMCSA Comcast Corporation - Class A Common S | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| KO Coca-Cola Company (The) Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| CMG Chipotle Mexican Grill | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| CVX Chevron Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| CAT Caterpillar, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| CSX CSX Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| BSX Boston Scientific Corporation Common S | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| BLK BlackRock, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| BRK.B Berkshire Hathaway Cl B | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| AZO AutoZone, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| AMAT Applied Materials, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| AMD Advanced Micro Devices, Inc. - Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| ADBE Adobe Systems Inc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| — FORT LAUDERDALE FLA WTR & SWR REV BDS | Purchase | Joint | $50,001 - $100,000 | 2023-10-06 | 2023-10-31 25d |
| — Kaukauna Wis Antic Nts 2023 B Rate/Cou | Purchase | Joint | $50,001 - $100,000 | 2023-10-04 | 2023-10-31 27d |
| — COOK CNTY ILL CMNTY CONS SCH DIST NO 0 | Purchase | Joint | $50,001 - $100,000 | 2023-10-04 | 2023-10-31 27d |
| TMO Thermo Fisher Scientific Inc | Purchase | Joint | $15,001 - $50,000 | 2023-10-03 | 2023-10-31 28d |
| TXN Texas Instruments Incorporated - Commo | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| AAPL Apple Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| ELV Elevance Health, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| AXP American Express Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| AMZN Amazon.com, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| GOOGL Alphabet Inc. - Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| ABT Abbott Laboratories Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| — POCONO MTN PA SCH DIST GO NTS 2023 Rat | Purchase | Joint | $50,001 - $100,000 | 2023-10-12 | 2023-10-31 19d |
| — NEW MEXICO FIN AUTH ST TRANSN REV REV | Purchase | Joint | $50,001 - $100,000 | 2023-10-03 | 2023-10-31 28d |
| — Nevada St Ltd Tax Go Cap Impt BDS Rate | Purchase | Joint | $50,001 - $100,000 | 2023-10-25 | 2023-10-31 6d |
| — Oklahoma Dev Fin Auth Health Rate/Coup | Purchase | Joint | $250,001 - $500,000 | 2023-10-13 | 2023-10-31 18d |
| — Purcell Oklahoma Public Works Auth Rat | Purchase | Joint | $15,001 - $50,000 | 2023-10-04 | 2023-10-31 27d |
| ZTS Zoetis Inc. Class A Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| V Visa Inc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| — University Oklahoma Revs Rate/Coupon: | Purchase | Joint | $15,001 - $50,000 | 2023-10-17 | 2023-10-31 14d |
| — Tulsa County Oklahoma Indl Auth Edl Ra | Purchase | Joint | $15,001 - $50,000 | 2023-10-18 | 2023-10-31 13d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| UNP Union Pacific Corp | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| — T-Mobile US, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| SBUX Starbucks Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| SHW Sherwin-Williams Company (The) Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| CRM Salesforce, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| SPGI S&P Global Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| RTX RTX Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| PG Procter & Gamble Company | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| PEP PepsiCo, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| PANW Palo Alto Networks, Inc. - Common Stoc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| NVDA NVIDIA Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| NKE Nike Inc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| MSFT Microsoft Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| MA Mastercard Inc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| LLY Eli Lilly and Company Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| LRCX Lam Research Corporation - Common Stoc | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| JPM JP Morgan Chase & Co. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| ICE Intercontinental Exchange Inc. Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| HON Honeywell International Inc. - Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| HD Home Depot, Inc. (The) Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| HLT Hilton Worldwide Holdings Inc. Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| FI Fiserv, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| META Meta Platforms, Inc. - Class A Common | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| EMR Emerson Electric Company | Purchase | Joint | $1,001 - $15,000 | 2023-10-03 | 2023-10-31 28d |
| UNP Union Pacific Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| TXN Texas Instruments Incorporated - Commo | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| TMUS T-Mobile US | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| TMO Thermo Fisher Scientific Inc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| SBUX Starbucks Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| SHW Sherwin-Williams Company | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| CRM Salesforce, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| RTX RTX Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| EMR Emerson Electric Company | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| CSX CSX Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| UNH Unitedhealth Group Inc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| HLT Hilton Worldwide Holdings Inc. Common | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| PG Procter & Gamble Company | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| PEP Pepsico Inc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| LLY Eli Lilly and Company | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| MA Mastercard Inc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| MSFT Microsoft Corp | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| NKE Nike Inc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| NVDA NVIDIA Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| EW Edwards Lifesciences Corporation Commo | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| JPM JP Morgan Chase & Co. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| GS Goldman Sachs Group, Inc. (The) Common | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| HD Home Depot, Inc. (The) Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| FI Fiserv, Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| COST Costco Wholesale Corporation - Common | Purchase | Joint | $15,001 - $50,000 | 2023-09-18 | 2023-10-11 23d |
| STZ Constellation Brands, Inc. Common Stoc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| DE Deere & Company | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| DHR Danaher Corporation Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| — SEATTLE WASH DRAIN & WASTEWATER REV RE | Purchase | Joint | $50,001 - $100,000 | 2023-09-14 | 2023-10-11 27d |
| — TEXAS ST GO MOBILITY FD BDS A Rate/Cou | Purchase | Joint | $50,001 - $100,000 | 2023-09-20 | 2023-10-11 21d |
| KLAC KLA Corporation - Common Stock | Purchase | Joint | $50,001 - $100,000 | 2023-09-13 | 2023-10-11 28d |
| HON Honeywell International Inc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| META Meta Platforms, Inc. - Class A Common | Purchase | Joint | $50,001 - $100,000 | 2023-09-13 | 2023-10-11 28d |
| CMG Chipotle Mexican Grill | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| SPGI S&P Global Inc. Common Stock | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| — WAXAHACHIE TEX INDPT SCH DIST ULTD TAX | Purchase | Joint | $50,001 - $100,000 | 2023-09-27 | 2023-10-11 14d |
| KO Coca-Cola Company | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| ICE Intercontinental Exchange | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| PANW Palo Alto Networks, Inc. - Common Stoc | Purchase | Joint | $15,001 - $50,000 | 2023-09-13 | 2023-10-11 28d |
| — UPTON CNTY TEX TAX NTS Rate/Coupon: 5. | Purchase | Joint | $50,001 - $100,000 | 2023-09-22 | 2023-10-11 19d |
Amounts are the RANGES politicians disclose — never exact; totals use range midpoints and say so. Source: STOCK Act periodic transaction reports via Financial Modeling Prep. Data updates nightly.