Markwayne Mullin(age: 48)
481
Total Trades
312
Buys
169
Sells
$66.7M
Est. Net Worth (2025)
$3.3M - $12.8M
Disclosed Trades Value
2026-01-21
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
| PCLPX | PIMCO COMMODITIES PLUS STRATEGY FUND | buy | 3 | 1 | $465K - $1M | Dec 26th, 2024 |
 MSFT
|
Microsoft Corp | buy | 5 | 0 | $416K - $915K | Dec 29th, 2025 |
 AAPL
|
Apple Inc | buy | 4 | 0 | $201K - $465K | Dec 29th, 2025 |
 AMZN
|
Amazon.com Inc | buy | 4 | 0 | $166K - $415K | Dec 29th, 2025 |
 NVDA
|
NVIDIA Corporation | buy | 4 | 0 | $131K - $365K | Dec 29th, 2025 |
 GOOGL
|
Alphabet Inc | buy | 3 | 0 | $116K - $315K | Dec 29th, 2025 |
 META
|
Meta Platforms Inc | buy | 4 | 0 | $116K - $265K | Dec 29th, 2025 |
 COF
|
Capital One Financial Corp | buy | 3 | 0 | $115K - $250K | Dec 29th, 2025 |
| CFSSX | COLUMN SMALL CAP SELECT FUND | buy | 1 | 0 | $100K - $250K | Dec 26th, 2024 |
 IEFA
|
iShares Core MSCI EAFE ETF | sell | 1 | 1 | $50K - $234K | Jan 8th, 2025 |
 EZU
|
iShares MSCI Eurozone ETF | sell | 1 | 1 | $50K - $234K | Jan 8th, 2025 |
 ADBE
|
Adobe Inc | buy | 6 | 2 | $0 - $234K | Jan 5th, 2026 |
 LRN
|
Stride Inc | buy | 7 | 4 | $0 - $226K | Jan 5th, 2026 |
 LLY
|
Eli Lilly and Co | buy | 4 | 0 | $81K - $215K | Dec 29th, 2025 |
 LRCX
|
Lam Research Corp | buy | 5 | 1 | $0 - $214K | Dec 29th, 2025 |
 AMAT
|
Applied Materials Inc | buy | 6 | 1 | $0 - $214K | Dec 29th, 2025 |
 GS
|
The Goldman Sachs Group Inc | buy | 8 | 4 | $0 - $213K | Dec 29th, 2025 |
 CVX
|
Chevron Corp | buy | 4 | 1 | $31K - $199K | Dec 29th, 2025 |
 JPM
|
JPMorgan Chase & Co | buy | 3 | 0 | $66K - $165K | Dec 29th, 2025 |
 MA
|
Mastercard Inc | buy | 3 | 0 | $66K - $165K | Dec 29th, 2025 |
 ZTS
|
Zoetis Inc | sell | 5 | 4 | $0 - $162K | Nov 10th, 2025 |
 IQV
|
Iqvia Holdings Inc | buy | 3 | 0 | $45K - $150K | Dec 29th, 2025 |
 ISRG
|
Intuitive Surgical Inc | buy | 2 | 0 | $65K - $150K | Dec 29th, 2025 |
 LPLA
|
LPL Financial Holdings Inc | buy | 2 | 0 | $65K - $150K | May 13th, 2025 |
 COP
|
ConocoPhillips | buy | 4 | 1 | $0 - $149K | Dec 29th, 2025 |
 VLO
|
Valero Energy Corp | buy | 2 | 1 | $2 - $149K | May 13th, 2025 |
 CAT
|
Caterpillar Inc | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 RTX
|
RTX Corp | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 ICE
|
Intercontinental Exchange Inc | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 DE
|
DEERE & COMPANY | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 BSX
|
Boston Scientific Corp | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 KO
|
The Coca-Cola Co | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 CRM
|
salesforce.com Inc | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 ELV
|
Elevance Health Inc | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 HLT
|
Hilton Worldwide Holdings Inc | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 COST
|
Costco Wholesale Corp | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 HD
|
The Home Depot Inc | buy | 3 | 0 | $31K - $115K | Dec 29th, 2025 |
 IEMG
|
iShares Core MSCI Emerging Markets ETF | buy | 2 | 0 | $51K - $115K | Dec 26th, 2024 |
| PRMW | Primo Water Corp | sell | 3 | 3 | $0 - $111K | Dec 18th, 2025 |
 C
|
Citigroup Inc | buy | 2 | 0 | $30K - $100K | Jan 5th, 2026 |
 APG
|
APi Group Corp | buy | 2 | 0 | $30K - $100K | Jan 5th, 2026 |
 AMKR
|
Amkor Technology Inc | buy | 2 | 0 | $30K - $100K | Jan 5th, 2026 |
 MPWR
|
Monolithic Power Systems Inc | buy | 2 | 0 | $30K - $100K | Jan 5th, 2026 |
 MCK
|
McKesson Corp | buy | 2 | 0 | $30K - $100K | Jan 5th, 2026 |
 CRS
|
Carpenter Technology Corp | buy | 2 | 0 | $30K - $100K | Jan 5th, 2026 |
 INTU
|
Intuit Inc | buy | 2 | 0 | $30K - $100K | Dec 29th, 2025 |
 LHX
|
L3Harris Technologies Inc | buy | 2 | 0 | $30K - $100K | May 13th, 2025 |
 TJX
|
The TJX Companies Inc | buy | 2 | 0 | $30K - $100K | Feb 13th, 2025 |
| GICIX | GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND | buy | 1 | 0 | $50K - $100K | Dec 26th, 2024 |
 KLAC
|
KLA Corp | buy | 1 | 0 | $50K - $100K | Sep 13th, 2023 |
 UNH
|
Unitedhealth Group Inc | buy | 3 | 1 | $0 - $99K | Sep 24th, 2025 |
 TMO
|
Thermo Fisher Scientific Inc | buy | 3 | 1 | $0 - $99K | May 13th, 2025 |
 IRM
|
Iron Mountain Inc | sell | 3 | 2 | $0 - $98K | Dec 18th, 2025 |
 FCFS
|
FirstCash Holdings Inc | buy | 2 | 2 | $2 - $97K | Jan 5th, 2026 |
 ACN
|
Accenture PLC | sell | 1 | 1 | $1 - $84K | Sep 24th, 2025 |
 MTZ
|
MasTec Inc | sell | 3 | 2 | $0 - $84K | Dec 18th, 2025 |
 DELL
|
Dell Technologies Inc | sell | 3 | 2 | $0 - $84K | Dec 18th, 2025 |
 COHR
|
Coherent Corp | sell | 3 | 2 | $0 - $84K | Dec 18th, 2025 |
 AIT
|
Applied Industrial Technologies Inc | sell | 3 | 2 | $0 - $84K | Dec 18th, 2025 |
 CSX
|
CSX Corp | sell | 3 | 2 | $0 - $84K | Nov 10th, 2025 |
 TXN
|
Texas Instruments Inc | sell | 3 | 2 | $0 - $84K | Sep 24th, 2025 |
 WAB
|
Westinghouse Air Brake Technologies Corp | sell | 3 | 3 | $0 - $83K | Sep 23rd, 2025 |
 AXP
|
American Express Co | buy | 3 | 0 | $17K - $80K | Dec 29th, 2025 |
 NOW
|
ServiceNow Inc | buy | 2 | 0 | $16K - $65K | Dec 29th, 2025 |
 AZO
|
AutoZone Inc | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 BLK
|
Blackrock Inc | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 EMR
|
Emerson Electric Co | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 PANW
|
Palo Alto Networks Inc | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 PG
|
The Procter & Gamble Co | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 SPGI
|
S&P Global Inc | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 SHW
|
The Sherwin-Williams Co | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 UNP
|
Union Pacific Corp | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 V
|
Visa Inc | buy | 2 | 0 | $16K - $65K | Oct 3rd, 2023 |
 AMD
|
Advanced Micro Devices Inc | sell | 3 | 1 | $0 - $64K | Feb 13th, 2025 |
 PNR
|
Pentair PLC | buy | 1 | 0 | $15K - $50K | Nov 10th, 2025 |
 PM
|
Philip Morris International Inc | buy | 1 | 0 | $15K - $50K | Feb 13th, 2025 |
 PH
|
Parker-Hannifin Corp | buy | 1 | 0 | $15K - $50K | Jun 12th, 2024 |
 FISV
|
Fiserv Inc | sell | 2 | 1 | $0 - $49K | Nov 3rd, 2025 |
 CMG
|
Chipotle Mexican Grill Inc | sell | 2 | 1 | $0 - $49K | Nov 3rd, 2025 |
 STZ
|
Constellation Brands Inc | sell | 2 | 1 | $0 - $49K | Feb 13th, 2025 |
 HON
|
Honeywell International Inc | sell | 2 | 1 | $0 - $49K | Feb 13th, 2025 |
 PEP
|
PepsiCo Inc | sell | 2 | 1 | $0 - $49K | Dec 11th, 2024 |
 EW
|
Edwards Lifesciences Corp | sell | 2 | 1 | $0 - $49K | Aug 20th, 2024 |
 SBUX
|
Starbucks Corp | sell | 2 | 1 | $0 - $49K | Aug 20th, 2024 |
 CMCSA
|
Comcast Corp | sell | 2 | 1 | $0 - $49K | Jun 12th, 2024 |
 NKE
|
Nike Inc | sell | 2 | 1 | $0 - $49K | Jun 12th, 2024 |
 ABT
|
Abbott Laboratories | sell | 2 | 2 | $0 - $48K | Jan 8th, 2025 |
 DHR
|
Danaher Corp | sell | 1 | 1 | $0 - $34K | Feb 13th, 2025 |
| BRK/B | Berkshire Hathaway Inc | sell | 2 | 2 | $0 - $34K | Nov 3rd, 2025 |
 ELF
|
e.l.f. Beauty Inc | sell | 2 | 2 | $0 - $27K | Dec 18th, 2024 |
 VNQ
|
Vanguard Real Estate ETF | buy | 1 | 0 | $1K - $15K | Dec 26th, 2024 |
 TMUS
|
T-Mobile US Inc | sell | 2 | 1 | $0 - $14K | Nov 3rd, 2025 |
 ETN
|
Eaton Corp PLC | sell | 2 | 2 | $0 - $13K | Dec 18th, 2024 |
 CYBR
|
CyberArk Software Ltd | sell | 2 | 2 | $0 - $13K | Dec 18th, 2024 |
 BMI
|
Badger Meter Inc | sell | 2 | 2 | $0 - $13K | Dec 18th, 2024 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 21st, 2026 | Feb 4th, 2026 | — | COOK COUNTY ILLINOIS SCHOOL DISTRICTS | sell | $1K - $15K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | KENTUCKY STATE PROPERTY AND BUILDINGS COMMISSION | sell | $50K - $100K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | STATE OF NEVADA | sell | $1K - $15K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | ALAMOGORDO MUNICIPAL SCHOOL DISTRICT NO 1 | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | CITY OF CORSICANA TEXAS | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | CITY OF AUSTIN TEXAS | sell | $1K - $15K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | METROPOLITAN TRANSPORTATION AUTHORITY | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | WEST PALM BEACH COMMUNITY REDEVELOPMENT AGENCY | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | STATE OF FLORIDA DEPARTMENT OF MANAGEMENT SERVICES | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | COOK COUNTY ILLINOIS SCHOOL DISTRICTS | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | IPS MULTI-SCHOOL BUILDING CORP | sell | $50K - $100K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | CITY OF WINSTON SALEM NORTH CAROLINA | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | CITY OF FORT LAUDERDALE | sell | $1K - $15K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | UNIVERSITY OF HOUSTON | sell | $15K - $50K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | MACOMB INTERMEDIATE SCHOOL DISTRICT | sell | $1K - $15K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | CLEAR CREEK INDEPENDENT SCHOOL DISTRICT | sell | $50K - $100K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | CITY OF FORT SMITH ARKANSAS | sell | $50K - $100K | Joint |
| Jan 20th, 2026 | Feb 4th, 2026 | — | PORT OF SEATTLE WASHINGTON | sell | $50K - $100K | Joint |
| Jan 5th, 2026 | Feb 4th, 2026 |
C
|
Citigroup Inc | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
APG
|
APi Group Corp | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
AMKR
|
Amkor Technology Inc | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
ADBE
|
Adobe Inc | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 | — | VSE CORP | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
MPWR
|
Monolithic Power Systems Inc | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
MCK
|
McKesson Corp | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
LRN
|
Stride Inc | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
FCFS
|
FirstCash Holdings Inc | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
CRS
|
Carpenter Technology Corp | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
C
|
Citigroup Inc | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
APG
|
APi Group Corp | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
AMKR
|
Amkor Technology Inc | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 |
ADBE
|
Adobe Inc | buy | $15K - $50K | Self |
| Jan 5th, 2026 | Feb 4th, 2026 | — | VSE CORP | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
MPWR
|
Monolithic Power Systems Inc | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
MCK
|
McKesson Corp | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
LRN
|
Stride Inc | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
FCFS
|
FirstCash Holdings Inc | buy | $15K - $50K | Spouse |
| Jan 5th, 2026 | Feb 4th, 2026 |
CRS
|
Carpenter Technology Corp | buy | $15K - $50K | Spouse |
| Dec 29th, 2025 | Jan 16th, 2026 |
CAT
|
Caterpillar Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
LLY
|
Eli Lilly and Co | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
JPM
|
JPMorgan Chase & Co | buy | $50K - $100K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
COF
|
Capital One Financial Corp | buy | $50K - $100K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
RTX
|
RTX Corp | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
GOOGL
|
Alphabet Inc | buy | $100K - $250K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
ICE
|
Intercontinental Exchange Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
DE
|
DEERE & COMPANY | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
BSX
|
Boston Scientific Corp | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
MSFT
|
Microsoft Corp | buy | $100K - $250K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
GS
|
The Goldman Sachs Group Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
LRCX
|
Lam Research Corp | buy | $50K - $100K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
KO
|
The Coca-Cola Co | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
AMZN
|
Amazon.com Inc | buy | $100K - $250K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
NVDA
|
NVIDIA Corporation | buy | $100K - $250K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
CRM
|
salesforce.com Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
IQV
|
Iqvia Holdings Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
ELV
|
Elevance Health Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
AXP
|
American Express Co | buy | $1K - $15K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
CVX
|
Chevron Corp | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
AAPL
|
Apple Inc | buy | $100K - $250K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
META
|
Meta Platforms Inc | buy | $50K - $100K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
MA
|
Mastercard Inc | buy | $50K - $100K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
HLT
|
Hilton Worldwide Holdings Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
AMAT
|
Applied Materials Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
COST
|
Costco Wholesale Corp | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
ISRG
|
Intuitive Surgical Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
HD
|
The Home Depot Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
INTU
|
Intuit Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
NOW
|
ServiceNow Inc | buy | $15K - $50K | Joint |
| Dec 29th, 2025 | Jan 16th, 2026 |
COP
|
ConocoPhillips | buy | $15K - $50K | Joint |
| Dec 18th, 2025 | Jan 14th, 2026 | PRMW | Primo Water Corp | sell | $1K - $15K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
MTZ
|
MasTec Inc | sell | $15K - $50K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
LRN
|
Stride Inc | sell | $1K - $15K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
IRM
|
Iron Mountain Inc | sell | $1K - $15K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
GS
|
The Goldman Sachs Group Inc | sell | $15K - $50K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
DELL
|
Dell Technologies Inc | sell | $15K - $50K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 | — | CREDO TECH GROUP HOLDING LTD | sell | $15K - $50K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
COHR
|
Coherent Corp | sell | $15K - $50K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 |
AIT
|
Applied Industrial Technologies Inc | sell | $15K - $50K | Self |
| Dec 18th, 2025 | Jan 14th, 2026 | PRMW | Primo Water Corp | sell | $1K - $15K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
MTZ
|
MasTec Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
LRN
|
Stride Inc | sell | $1K - $15K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
IRM
|
Iron Mountain Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
GS
|
The Goldman Sachs Group Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
DELL
|
Dell Technologies Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 | — | CREDO TECH GROUP HOLDING LTD | sell | $15K - $50K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
COHR
|
Coherent Corp | sell | $15K - $50K | Spouse |
| Dec 18th, 2025 | Jan 14th, 2026 |
AIT
|
Applied Industrial Technologies Inc | sell | $15K - $50K | Spouse |
| Dec 17th, 2025 | Jan 14th, 2026 | PRMW | Primo Water Corp | sell | $1K - $15K | Joint |
| Dec 3rd, 2025 | Dec 12th, 2025 | — | CITY OF CORSICANA TEXAS | buy | $50K - $100K | Joint |
| Nov 10th, 2025 | Dec 5th, 2025 |
COF
|
Capital One Financial Corp | buy | $50K - $100K | Joint |
| Nov 10th, 2025 | Dec 5th, 2025 |
CSX
|
CSX Corp | sell | $15K - $50K | Joint |
| Nov 10th, 2025 | Dec 5th, 2025 |
ZTS
|
Zoetis Inc | sell | $15K - $50K | Joint |
| Nov 10th, 2025 | Dec 5th, 2025 |
PNR
|
Pentair PLC | buy | $15K - $50K | Joint |
| Nov 3rd, 2025 | Nov 21st, 2025 |
FISV
|
Fiserv Inc | sell | $15K - $50K | Joint |
| Nov 3rd, 2025 | Nov 21st, 2025 |
CMG
|
Chipotle Mexican Grill Inc | sell | $15K - $50K | Joint |
| Nov 3rd, 2025 | Nov 21st, 2025 |
MSFT
|
Microsoft Corp | buy | $250K - $500K | Joint |
| Nov 3rd, 2025 | Nov 21st, 2025 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Joint |
| Nov 3rd, 2025 | Nov 21st, 2025 |
TMUS
|
T-Mobile US Inc | sell | $50K - $100K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
ADBE
|
Adobe Inc | sell | $15K - $50K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
UNH
|
Unitedhealth Group Inc | buy | $15K - $50K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
NOW
|
ServiceNow Inc | buy | $1K - $15K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
INTU
|
Intuit Inc | buy | $15K - $50K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
ACN
|
Accenture PLC | sell | $15K - $50K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
ISRG
|
Intuitive Surgical Inc | buy | $50K - $100K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 |
TXN
|
Texas Instruments Inc | sell | $15K - $50K | Joint |
| Sep 24th, 2025 | Oct 1st, 2025 | — | ISHARES US HEALTHCARE PRVDRS | sell | $15K - $50K | Joint |
| Sep 23rd, 2025 | Oct 1st, 2025 |
WAB
|
Westinghouse Air Brake Technologies Corp | sell | $15K - $50K | Self |
| Sep 23rd, 2025 | Oct 1st, 2025 |
WAB
|
Westinghouse Air Brake Technologies Corp | sell | $1K - $15K | Joint |
| Sep 23rd, 2025 | Oct 1st, 2025 |
WAB
|
Westinghouse Air Brake Technologies Corp | sell | $15K - $50K | Spouse |
| Sep 9th, 2025 | Sep 17th, 2025 | — | STATE OF MASSACHUSETTS | buy | $50K - $100K | Joint |
| Aug 1st, 2025 | Aug 19th, 2025 |
UNH
|
Unitedhealth Group Inc | sell | $15K - $50K | Joint |
| Jun 18th, 2025 | Jul 16th, 2025 | — | STATE OF FLORIDA DEPARTMENT OF MANAGEMENT SERVICES | buy | $50K - $100K | Joint |
| Jun 16th, 2025 | Jul 16th, 2025 | — | NEW YORK CITY MUNICIPAL WATER FINANCE AUTHORITY | sell | $50K - $100K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
ADBE
|
Adobe Inc | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
AMAT
|
Applied Materials Inc | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
CSX
|
CSX Corp | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
CVX
|
Chevron Corp | buy | $50K - $100K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
COP
|
ConocoPhillips | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
LPLA
|
LPL Financial Holdings Inc | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
LHX
|
L3Harris Technologies Inc | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
LRCX
|
Lam Research Corp | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
 SPY
|
SPDR S&P 500 ETF Trust | sell | $500K - $1M | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
TXN
|
Texas Instruments Inc | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
TMO
|
Thermo Fisher Scientific Inc | buy | $15K - $50K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
VLO
|
Valero Energy Corp | buy | $50K - $100K | Joint |
| May 13th, 2025 | Jun 11th, 2025 |
ZTS
|
Zoetis Inc | buy | $50K - $100K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
AMAT
|
Applied Materials Inc | sell | $50K - $100K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
CSX
|
CSX Corp | sell | $15K - $50K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
COP
|
ConocoPhillips | sell | $15K - $50K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
TMO
|
Thermo Fisher Scientific Inc | sell | $50K - $100K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
TXN
|
Texas Instruments Inc | sell | $15K - $50K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
VLO
|
Valero Energy Corp | sell | $50K - $100K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
ZTS
|
Zoetis Inc | sell | $15K - $50K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
CVX
|
Chevron Corp | sell | $15K - $50K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
LRCX
|
Lam Research Corp | sell | $50K - $100K | Joint |
| Apr 8th, 2025 | May 13th, 2025 |
ADBE
|
Adobe Inc | sell | $15K - $50K | Joint |
| Mar 19th, 2025 | Apr 14th, 2025 |
COF
|
Capital One Financial Corp | buy | $15K - $50K | Joint |
| Feb 19th, 2025 | Mar 18th, 2025 | — | UNIVERSITY OF HOUSTON SYSTEM | buy | $50K - $100K | Joint |
| Feb 19th, 2025 | Mar 18th, 2025 | — | METROPOLITAN TRANSPORTATION AUTHORITY | buy | $50K - $100K | Joint |
| Feb 19th, 2025 | Mar 18th, 2025 | — | WEST PALM BEACH COMMUNITY REDEVELOPMENT AGENCY | buy | $50K - $100K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
MSFT
|
Microsoft Corp | buy | $50K - $100K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
AMZN
|
Amazon.com Inc | buy | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
 VAW
|
Vanguard Materials ETF | sell | $100K - $250K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
LHX
|
L3Harris Technologies Inc | buy | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
STZ
|
Constellation Brands Inc | sell | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
LPLA
|
LPL Financial Holdings Inc | buy | $50K - $100K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
ACN
|
Accenture PLC | buy | $50K - $100K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
IQV
|
Iqvia Holdings Inc | buy | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
TJX
|
The TJX Companies Inc | buy | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
AMD
|
Advanced Micro Devices Inc | sell | $50K - $100K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
DHR
|
Danaher Corp | sell | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
HON
|
Honeywell International Inc | sell | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 |
PM
|
Philip Morris International Inc | buy | $15K - $50K | Joint |
| Feb 13th, 2025 | Feb 28th, 2025 | BRK/B | Berkshire Hathaway Inc | sell | $15K - $50K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
WAB
|
Westinghouse Air Brake Technologies Corp | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 | PRMW | Primo Water Corp | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
MTZ
|
MasTec Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
LRN
|
Stride Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
IRM
|
Iron Mountain Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
DELL
|
Dell Technologies Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 | — | CREDO TECH GROUP HOLDING LTD | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
COHR
|
Coherent Corp | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Feb 28th, 2025 |
AIT
|
Applied Industrial Technologies Inc | buy | $1K - $15K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | CITY OF KAUKAUNA | sell | $1K - $15K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | MACOMB INTERMEDIATE SCHOOL DISTRICT | sell | $50K - $100K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | COOK COUNTY COMMUNITY CONSOLIDATED SCHOOL DISTRICT 15 | sell | $15K - $50K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | CITY OF FORT LAUDERDALE | sell | $50K - $100K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | NEW YORK CITY MUNICIPAL WATER FINANCE AUTHORITY | sell | $15K - $50K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | CITY OF AUSTIN TEXAS | sell | $50K - $100K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | CITY OF WINSTON SALEM NORTH CAROLINA | sell | $15K - $50K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 | — | STATE OF NEVADA | sell | $50K - $100K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 |
 VO
|
Vanguard Mid-Cap ETF | sell | $15K - $50K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 |
IEFA
|
iShares Core MSCI EAFE ETF | sell | $15K - $50K | Joint |
| Jan 8th, 2025 | Jan 31st, 2025 |
EZU
|
iShares MSCI Eurozone ETF | sell | $15K - $50K | Joint |
| Jan 2nd, 2025 | Jan 31st, 2025 | — | CREDO TECH GROUP HOLDING LTD | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
COHR
|
Coherent Corp | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
AIT
|
Applied Industrial Technologies Inc | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
WAB
|
Westinghouse Air Brake Technologies Corp | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 | PRMW | Primo Water Corp | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
MTZ
|
MasTec Inc | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
LRN
|
Stride Inc | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
IRM
|
Iron Mountain Inc | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
DELL
|
Dell Technologies Inc | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 | — | CREDO TECH GROUP HOLDING LTD | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
COHR
|
Coherent Corp | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
AIT
|
Applied Industrial Technologies Inc | buy | $15K - $50K | Self |
| Jan 2nd, 2025 | Jan 31st, 2025 |
WAB
|
Westinghouse Air Brake Technologies Corp | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 | PRMW | Primo Water Corp | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
MTZ
|
MasTec Inc | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
LRN
|
Stride Inc | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
IRM
|
Iron Mountain Inc | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $15K - $50K | Spouse |
| Jan 2nd, 2025 | Jan 31st, 2025 |
DELL
|
Dell Technologies Inc | buy | $15K - $50K | Spouse |
| Dec 27th, 2024 | Jan 4th, 2025 | — | CENTRAL TEXAS REGIONAL MOBILITY AUTHORITY | sell | $50K - $100K | Joint |
| Dec 26th, 2024 | Jan 4th, 2025 |
IEMG
|
iShares Core MSCI Emerging Markets ETF | buy | $50K - $100K | Joint |
| Dec 26th, 2024 | Jan 4th, 2025 |
VNQ
|
Vanguard Real Estate ETF | buy | $1K - $15K | Joint |
| Dec 26th, 2024 | Jan 4th, 2025 | PCLPX | PIMCO COMMODITIES PLUS STRATEGY FUND | buy | $250K - $500K | Joint |
| Dec 26th, 2024 | Jan 4th, 2025 | CFSSX | COLUMN SMALL CAP SELECT FUND | buy | $100K - $250K | Joint |
| Dec 26th, 2024 | Jan 4th, 2025 | GICIX | GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND | buy | $50K - $100K | Joint |
| Dec 26th, 2024 | Jan 4th, 2025 |
 PDBC
|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | sell | $250K - $500K | Joint |
| Dec 18th, 2024 | Jan 1st, 2025 |
 SFM
|
Sprouts Farmers Market Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
 OLLI
|
Ollie's Bargain Outlet Holdings Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
LRN
|
Stride Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
 FRPT
|
FRESHPET INC | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
ETN
|
Eaton Corp PLC | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
ETN
|
Eaton Corp PLC | sell | $1K - $15K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
ELF
|
e.l.f. Beauty Inc | sell | $1K - $15K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
CYBR
|
CyberArk Software Ltd | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
BMI
|
Badger Meter Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
 AXON
|
Axon Enterprise Inc | sell | $15K - $50K | Spouse |
| Dec 18th, 2024 | Jan 1st, 2025 |
SFM
|
Sprouts Farmers Market Inc | sell | $15K - $50K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
OLLI
|
Ollie's Bargain Outlet Holdings Inc | sell | $15K - $50K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
LRN
|
Stride Inc | sell | $1K - $15K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
FRPT
|
FRESHPET INC | sell | $15K - $50K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
ELF
|
e.l.f. Beauty Inc | sell | $1K - $15K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
CYBR
|
CyberArk Software Ltd | sell | $1K - $15K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
BMI
|
Badger Meter Inc | sell | $1K - $15K | Self |
| Dec 18th, 2024 | Jan 1st, 2025 |
AXON
|
Axon Enterprise Inc | sell | $15K - $50K | Self |
| Dec 11th, 2024 | Aug 13th, 2025 |
LLY
|
Eli Lilly and Co | buy | $50K - $100K | Joint |
| Dec 11th, 2024 | Jan 1st, 2025 |
ABT
|
Abbott Laboratories | sell | $15K - $50K | Joint |
| Dec 11th, 2024 | Jan 1st, 2025 |
PEP
|
PepsiCo Inc | sell | $15K - $50K | Joint |
| Dec 11th, 2024 | Jan 1st, 2025 |
AMAT
|
Applied Materials Inc | buy | $15K - $50K | Joint |
| Nov 27th, 2024 | Dec 20th, 2024 |
IEFA
|
iShares Core MSCI EAFE ETF | buy | $100K - $250K | Joint |
| Nov 27th, 2024 | Dec 20th, 2024 |
IEMG
|
iShares Core MSCI Emerging Markets ETF | buy | $1K - $15K | Joint |
| Nov 27th, 2024 | Dec 20th, 2024 |
EZU
|
iShares MSCI Eurozone ETF | buy | $100K - $250K | Joint |
| Nov 12th, 2024 | Aug 13th, 2025 | PCLPX | PIMCO COMMODITIES PLUS STRATEGY FUND | buy | $15K - $50K | Joint |
| Nov 12th, 2024 | Aug 13th, 2025 |
PDBC
|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | sell | $15K - $50K | Joint |
| Oct 29th, 2024 | Aug 13th, 2025 | PCLPX | PIMCO COMMODITIES PLUS STRATEGY FUND | buy | $250K - $500K | Joint |
| Oct 29th, 2024 | Aug 13th, 2025 |
PDBC
|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | sell | $250K - $500K | Joint |
| Oct 16th, 2024 | Nov 9th, 2024 | — | KENTUCKY STATE PROPERTY AND BUILDINGS COMMISSION | buy | $50K - $100K | Joint |
| Oct 10th, 2024 | Nov 9th, 2024 | — | NORTHERN ILLINOIS MUNICIPAL POWER AGENCY | buy | $50K - $100K | Joint |
| Oct 8th, 2024 | Nov 9th, 2024 | — | TOWN OF SALEM NEW HAMPSHIRE | buy | $50K - $100K | Joint |
| Aug 20th, 2024 | Sep 20th, 2024 |
EW
|
Edwards Lifesciences Corp | sell | $15K - $50K | Joint |
| Aug 20th, 2024 | Sep 20th, 2024 |
IQV
|
Iqvia Holdings Inc | buy | $15K - $50K | Joint |
| Aug 20th, 2024 | Sep 20th, 2024 |
SBUX
|
Starbucks Corp | sell | $15K - $50K | Joint |
| Aug 20th, 2024 | Sep 20th, 2024 |
TJX
|
The TJX Companies Inc | buy | $15K - $50K | Joint |
| Jul 30th, 2024 | Jan 1st, 2025 |
LRN
|
Stride Inc | buy | $1K - $15K | Spouse |
| Jul 30th, 2024 | Nov 9th, 2024 |
LRN
|
Stride Inc | buy | $1K - $15K | Self |
| Jul 24th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $15K - $50K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | OKLAHOMA TURNPIKE AUTHORITY | sell | $15K - $50K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | UNIVERSITY OF OKLAHOMA | sell | $50K - $100K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | PURCELL PUBLIC WORKS AUTHORITY | sell | $15K - $50K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | CITY OF TULSA OKLAHOMA | sell | $15K - $50K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | CITY OF TULSA OKLAHOMA | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | UNIVERSITY OF OKLAHOMA | sell | $15K - $50K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | POCONO MOUNTAIN SCHOOL DISTRICT | sell | $50K - $100K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | BROKEN ARROW OKLAHOMA | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | CANADIAN COUNTY EDUCATIONAL FACILITIES AUTHORITY | sell | $50K - $100K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | CANADIAN COUNTY EDUCATIONAL FACILITIES AUTHORITY | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | CLEVELAND COUNTY EDUCATIONAL FACILITIES AUTHORITY | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | GRADY COUNTY SCHOOL FINANCE AUTHORITY | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | MCCLAIN COUNTY ECONOMIC DEVELOPMENT AUTHORITY | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $100K - $250K | Self |
| Jul 23rd, 2024 | Aug 13th, 2025 | — | OKLAHOMA CAPITOL IMPROVEMENT AUTHORITY | sell | $50K - $100K | Self |
| Jul 23rd, 2024 | Aug 20th, 2024 | — | CITY OF FORT SMITH ARKANSAS | buy | $50K - $100K | Joint |
| Jun 13th, 2024 | Jul 12th, 2024 |
 IWB
|
iShares Russell 1000 ETF | sell | $500K - $1M | Joint |
| Jun 12th, 2024 | Jul 12th, 2024 |
IWB
|
iShares Russell 1000 ETF | sell | $50K - $100K | Joint |
| Jun 12th, 2024 | Jul 12th, 2024 |
CMCSA
|
Comcast Corp | sell | $15K - $50K | Joint |
| Jun 12th, 2024 | Jul 12th, 2024 |
PH
|
Parker-Hannifin Corp | buy | $15K - $50K | Joint |
| Jun 12th, 2024 | Jul 12th, 2024 |
NKE
|
Nike Inc | sell | $15K - $50K | Joint |
| Jun 7th, 2024 | Jun 8th, 2024 |
IWB
|
iShares Russell 1000 ETF | sell | $50K - $100K | Joint |
| May 8th, 2024 | Jun 8th, 2024 |
IWB
|
iShares Russell 1000 ETF | sell | $100K - $250K | Joint |
| May 8th, 2024 | Jun 8th, 2024 | PCLPX | PIMCO COMMODITIES PLUS STRATEGY FUND | sell | $15K - $50K | Joint |
| Apr 3rd, 2024 | Aug 13th, 2025 |
ZTS
|
Zoetis Inc | sell | $1K - $15K | Spouse |
| Apr 3rd, 2024 | May 2nd, 2024 |
ZTS
|
Zoetis Inc | sell | $1K - $15K | Self |
| Mar 11th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $15K - $50K | Self |
| Feb 9th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $50K - $100K | Self |
| Feb 8th, 2024 | Mar 2nd, 2024 | — | CANADIAN COUNTY EDUCATIONAL FACILITIES AUTHORITY | buy | $50K - $100K | Joint |
| Feb 7th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $50K - $100K | Self |
| Feb 6th, 2024 | Mar 2nd, 2024 | — | GRADY COUNTY SCHOOL FINANCE AUTHORITY | buy | $100K - $250K | Joint |
| Jan 29th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $100K - $250K | Self |
| Jan 26th, 2024 | Feb 15th, 2024 | — | BROKEN ARROW OKLAHOMA | buy | $100K - $250K | Joint |
| Jan 24th, 2024 | Feb 15th, 2024 | — | MCCLAIN COUNTY ECONOMIC DEVELOPMENT AUTHORITY | buy | $100K - $250K | Joint |
| Jan 23rd, 2024 | Feb 15th, 2024 | — | COUNTY OF TULSA | buy | $100K - $250K | Joint |
| Jan 22nd, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $50K - $100K | Self |
| Jan 19th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $50K - $100K | Self |
| Jan 19th, 2024 | Feb 15th, 2024 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | buy | $100K - $250K | Joint |
| Jan 18th, 2024 | Aug 13th, 2025 | — | CITY OF AUSTIN TEXAS | sell | $15K - $50K | Joint |
| Jan 18th, 2024 | Aug 13th, 2025 | — | CENTRAL WEBER SEWER IMPROVEMENT DISTRICT | sell | $50K - $100K | Joint |
| Jan 18th, 2024 | Aug 13th, 2025 | — | JOHNSTON COUNTY NORTH CAROLINA | sell | $50K - $100K | Joint |
| Jan 18th, 2024 | Aug 13th, 2025 | — | CITY OF KAUKAUNA | sell | $50K - $100K | Joint |
| Jan 18th, 2024 | Feb 15th, 2024 | — | UNIVERSITY OF OKLAHOMA | buy | $50K - $100K | Joint |
| Jan 10th, 2024 | Aug 13th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $50K - $100K | Self |
| Jan 10th, 2024 | Aug 13th, 2025 | — | OKLAHOMA CAPITOL IMPROVEMENT AUTHORITY | buy | $50K - $100K | Joint |
| Jan 4th, 2024 | Aug 13th, 2025 | CELH | CELSIUS HOLDINGS INC | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 CTVA
|
Corteva Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 EXLS
|
ExlService Holdings Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 FN
|
FABRINET | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
FCFS
|
FirstCash Holdings Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 HUBB
|
Hubbell Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 | INST | Instructure Holdings Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 PODD
|
Insulet Corp | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
 SHOP
|
Shopify Inc | sell | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
AXON
|
Axon Enterprise Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
BMI
|
Badger Meter Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
CYBR
|
CyberArk Software Ltd | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
ELF
|
e.l.f. Beauty Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
ETN
|
Eaton Corp PLC | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
FRPT
|
FRESHPET INC | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
OLLI
|
Ollie's Bargain Outlet Holdings Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
SFM
|
Sprouts Farmers Market Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
ZTS
|
Zoetis Inc | buy | $1K - $15K | Self |
| Jan 4th, 2024 | Aug 13th, 2025 |
AXON
|
Axon Enterprise Inc | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
BMI
|
Badger Meter Inc | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
CYBR
|
CyberArk Software Ltd | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
ELF
|
e.l.f. Beauty Inc | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
ETN
|
Eaton Corp PLC | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
FRPT
|
FRESHPET INC | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
OLLI
|
Ollie's Bargain Outlet Holdings Inc | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
SFM
|
Sprouts Farmers Market Inc | buy | $1K - $15K | Spouse |
| Jan 4th, 2024 | Aug 13th, 2025 |
ZTS
|
Zoetis Inc | buy | $1K - $15K | Spouse |
| Jan 3rd, 2024 | Aug 13th, 2025 | — | CANADIAN COUNTY EDUCATIONAL FACILITIES AUTHORITY | buy | $100K - $250K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $15K - $50K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
LRCX
|
Lam Research Corp | buy | $15K - $50K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
META
|
Meta Platforms Inc | buy | $15K - $50K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
AMAT
|
Applied Materials Inc | buy | $15K - $50K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
AAPL
|
Apple Inc | buy | $50K - $100K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
AMD
|
Advanced Micro Devices Inc | buy | $15K - $50K | Joint |
| Jan 2nd, 2024 | Aug 13th, 2025 |
ADBE
|
Adobe Inc | buy | $15K - $50K | Joint |
| Dec 22nd, 2023 | Aug 13th, 2025 | CELH | CELSIUS HOLDINGS INC | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
CTVA
|
Corteva Inc | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
EXLS
|
ExlService Holdings Inc | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
FCFS
|
FirstCash Holdings Inc | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
FN
|
FABRINET | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
HUBB
|
Hubbell Inc | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 | INST | Instructure Holdings Inc | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
PODD
|
Insulet Corp | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Self |
| Dec 22nd, 2023 | Aug 13th, 2025 |
SHOP
|
Shopify Inc | sell | $1K - $15K | Self |
| Dec 6th, 2023 | Dec 28th, 2023 | — | CLEVELAND COUNTY EDUCATIONAL FACILITIES AUTHORITY | buy | $100K - $250K | Joint |
| Dec 5th, 2023 | Dec 28th, 2023 |
 VLTO
|
VERALTO CORP | sell | $1K - $15K | Joint |
| Nov 29th, 2023 | Jul 30th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | buy | $250K - $500K | Self |
| Nov 16th, 2023 | Nov 29th, 2023 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | buy | $15K - $50K | Joint |
| Oct 31st, 2023 | Nov 29th, 2023 | — | CLEAR CREEK INDEPENDENT SCHOOL DISTRICT | buy | $50K - $100K | Joint |
| Oct 30th, 2023 | Jul 30th, 2025 | — | OKLAHOMA TURNPIKE AUTHORITY | buy | $15K - $50K | Self |
| Oct 27th, 2023 | Nov 29th, 2023 | — | NEW YORK CITY MUNICIPAL WATER FINANCE AUTHORITY | buy | $50K - $100K | Joint |
| Oct 26th, 2023 | Nov 29th, 2023 | — | OKLAHOMA TRANSPORTATION AUTHORITY | buy | $15K - $50K | Joint |
| Oct 25th, 2023 | Nov 1st, 2023 | — | STATE OF NEVADA | buy | $50K - $100K | Joint |
| Oct 23rd, 2023 | Jul 30th, 2025 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | sell | $50K - $100K | Self |
| Oct 18th, 2023 | Nov 1st, 2023 | — | COUNTY OF TULSA | buy | $15K - $50K | Joint |
| Oct 17th, 2023 | Nov 1st, 2023 | — | UNIVERSITY OF OKLAHOMA | buy | $15K - $50K | Joint |
| Oct 13th, 2023 | Nov 1st, 2023 | — | OKLAHOMA DEVELOPMENT FINANCE AUTHORITY | buy | $250K - $500K | Joint |
| Oct 12th, 2023 | Nov 1st, 2023 | — | POCONO MOUNTAIN SCHOOL DISTRICT | buy | $50K - $100K | Joint |
| Oct 6th, 2023 | Nov 1st, 2023 | — | CITY OF FORT LAUDERDALE | buy | $50K - $100K | Joint |
| Oct 4th, 2023 | Nov 1st, 2023 | — | PURCELL PUBLIC WORKS AUTHORITY | buy | $15K - $50K | Joint |
| Oct 4th, 2023 | Nov 1st, 2023 | — | COOK COUNTY COMMUNITY CONSOLIDATED SCHOOL DISTRICT 15 | buy | $50K - $100K | Joint |
| Oct 4th, 2023 | Nov 1st, 2023 | — | CITY OF KAUKAUNA | buy | $50K - $100K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
AMAT
|
Applied Materials Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
AZO
|
AutoZone Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
BLK
|
Blackrock Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
BSX
|
Boston Scientific Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
CSX
|
CSX Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
CAT
|
Caterpillar Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
CVX
|
Chevron Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
CMG
|
Chipotle Mexican Grill Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
KO
|
The Coca-Cola Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
CMCSA
|
Comcast Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
COP
|
ConocoPhillips | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
STZ
|
Constellation Brands Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 | — | NEW MEXICO FINANCE AUTHORITY | buy | $50K - $100K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
ADBE
|
Adobe Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
AMD
|
Advanced Micro Devices Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
AXP
|
American Express Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
AAPL
|
Apple Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
DE
|
DEERE & COMPANY | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
EW
|
Edwards Lifesciences Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
FISV
|
Fiserv Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
HLT
|
Hilton Worldwide Holdings Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
HON
|
Honeywell International Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
ICE
|
Intercontinental Exchange Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
LRCX
|
Lam Research Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
MA
|
Mastercard Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
NKE
|
Nike Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
PANW
|
Palo Alto Networks Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
SPGI
|
S&P Global Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
SBUX
|
Starbucks Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
TMO
|
Thermo Fisher Scientific Inc | buy | $15K - $50K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Oct 3rd, 2023 | Nov 1st, 2023 |
ZTS
|
Zoetis Inc | buy | $1K - $15K | Joint |
| Sep 28th, 2023 | Oct 12th, 2023 | — | COUNTY OF LUCAS OHIO | buy | $50K - $100K | Joint |
| Sep 28th, 2023 | Oct 12th, 2023 | — | MACOMB INTERMEDIATE SCHOOL DISTRICT | buy | $50K - $100K | Joint |
| Sep 27th, 2023 | Oct 12th, 2023 | — | WAXAHACHIE INDEPENDENT SCHOOL DISTRICT | buy | $50K - $100K | Joint |
| Sep 26th, 2023 | Oct 12th, 2023 | — | JOHNSTON COUNTY NORTH CAROLINA | buy | $50K - $100K | Joint |
| Sep 22nd, 2023 | Oct 12th, 2023 | — | UPTON COUNTY TEXAS | buy | $50K - $100K | Joint |
| Sep 20th, 2023 | Oct 12th, 2023 | — | STATE OF TEXAS | buy | $50K - $100K | Joint |
| Sep 18th, 2023 | Oct 12th, 2023 |
COST
|
Costco Wholesale Corp | buy | $15K - $50K | Joint |
| Sep 14th, 2023 | Oct 12th, 2023 | — | CITY OF SEATTLE | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
CAT
|
Caterpillar Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
CVX
|
Chevron Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
CMG
|
Chipotle Mexican Grill Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
KO
|
The Coca-Cola Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
CMCSA
|
Comcast Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
COP
|
ConocoPhillips | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
STZ
|
Constellation Brands Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 | — | ALAMOGORDO MUNICIPAL SCHOOL DISTRICT NO 1 | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 | — | CITY OF AUSTIN TEXAS | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 | — | CITY OF AUSTIN TEXAS | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 | — | CENTRAL WEBER SEWER IMPROVEMENT DISTRICT | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 | — | IPS MULTI-SCHOOL BUILDING CORP | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
ABT
|
Abbott Laboratories | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
ADBE
|
Adobe Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
AMD
|
Advanced Micro Devices Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
GOOGL
|
Alphabet Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
AMZN
|
Amazon.com Inc | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
AXP
|
American Express Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
ELV
|
Elevance Health Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
AAPL
|
Apple Inc | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
AMAT
|
Applied Materials Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
AZO
|
AutoZone Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 | BRK/B | Berkshire Hathaway Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
BLK
|
Blackrock Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
BSX
|
Boston Scientific Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
CSX
|
CSX Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
DHR
|
Danaher Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
DE
|
DEERE & COMPANY | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
EW
|
Edwards Lifesciences Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
EMR
|
Emerson Electric Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
META
|
Meta Platforms Inc | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
FISV
|
Fiserv Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
GS
|
The Goldman Sachs Group Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
HLT
|
Hilton Worldwide Holdings Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
HD
|
The Home Depot Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
HON
|
Honeywell International Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
ICE
|
Intercontinental Exchange Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
JPM
|
JPMorgan Chase & Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
KLAC
|
KLA Corp | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
LRCX
|
Lam Research Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
LLY
|
Eli Lilly and Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
MA
|
Mastercard Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
MSFT
|
Microsoft Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
NKE
|
Nike Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
NVDA
|
NVIDIA Corporation | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
PANW
|
Palo Alto Networks Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
PEP
|
PepsiCo Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
PG
|
The Procter & Gamble Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
RTX
|
RTX Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
SPGI
|
S&P Global Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
CRM
|
salesforce.com Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
SHW
|
The Sherwin-Williams Co | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
SBUX
|
Starbucks Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
TMUS
|
T-Mobile US Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
TXN
|
Texas Instruments Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
TMO
|
Thermo Fisher Scientific Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
UNP
|
Union Pacific Corp | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
UNH
|
Unitedhealth Group Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
VLO
|
Valero Energy Corp | buy | $50K - $100K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
V
|
Visa Inc | buy | $15K - $50K | Joint |
| Sep 13th, 2023 | Oct 12th, 2023 |
ZTS
|
Zoetis Inc | buy | $15K - $50K | Joint |