Markwayne Mullin

R-OK Former senator · Oklahoma Republican In Congress since 2013

377trades · 3 yrs
199buys
178sells
24dmedian wait
40filed late

Markwayne Mullin disclosed 377 trades made since Oct 4, 2023: 199 buys and 178 sales. The most traded name was LRN (12 trades). 289 of them were a spouse's or joint account's. The latest, made Feb 25, 2026, was filed Mar 10, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

LRN 12 trades 8 buy · 4 sell
GS 11 trades 6 buy · 5 sell
ADBE 7 trades 5 buy · 2 sell
ZTS 7 trades 3 buy · 4 sell
AIT 6 trades 3 buy · 3 sell
COHR 6 trades 3 buy · 3 sell

Trades

377 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
INTUIntuit Inc.
Joint

Sell

$15K–$50K

Traded Feb 25Filed Mar 10 13d

↗
AZOAutoZone, Inc.
Joint

Sell

$50K–$100K

Traded Feb 25Filed Mar 10 13d

↗
UNHUnitedHealth Group Incorporated Common Stock (DE)
Joint

Buy

$50K–$100K

Traded Feb 25Filed Mar 10 13d

↗
ADBEAdobe Inc.
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
AITApplied Industrial Technologies, Inc.
Joint

Sell

$1K–$15K

Traded Feb 4Filed Mar 2 26d

↗
AMKRAmkor Technology, Inc.
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
APGAPi Group Corporation
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
CCitigroup, Inc.
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
COHRCoherent Corp.
Joint

Sell

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
CRDOCredo Technology Group Holding Ltd - Ordinary Shares
Joint

Sell

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
CRSCarpenter Technology Corporation
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
DELLDell Technologies Inc.
Joint

Sell

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
FCFSFirstCash Holdings, Inc.
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
GSGoldman Sachs Group, Inc. (The)
Joint

Sell

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
IRMIron Mountain Incorporated (Delaware)Common Stock REIT
Joint

Sell

$1K–$15K

Traded Feb 4Filed Mar 2 26d

↗
LRNStride, Inc.
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
MCKMcKesson Corporation
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
MPWRMonolithic Power Systems, Inc.
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
MTZMasTec, Inc.
Joint

Sell

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
VSECVSE Corporation
Joint

Buy

$15K–$50K

Traded Feb 4Filed Mar 2 26d

↗
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39
BondJoint

Sell · part

$1K–$15K

Traded Jan 21Filed Feb 4 14d

↗
SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39
BondJoint

Sell · part

$50K–$100K

Traded Jan 20Filed Feb 4 15d

↗
FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32
BondJoint

Sell · part

$50K–$100K

Traded Jan 20Filed Feb 4 15d

↗
CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38
BondJoint

Sell · part

$50K–$100K

Traded Jan 20Filed Feb 4 15d

↗
MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38
BondJoint

Sell · part

$1K–$15K

Traded Jan 20Filed Feb 4 15d

↗
UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38
BondJoint

Sell · part

$1K–$15K

Traded Jan 20Filed Feb 4 15d

↗
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38
BondJoint

Sell · part

$50K–$100K

Traded Jan 20Filed Feb 4 15d

↗
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38
BondJoint

Sell · part

$1K–$15K

Traded Jan 20Filed Feb 4 15d

↗
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27
BondJoint

Sell · part

$15K–$50K

Traded Jan 20Filed Feb 4 15d

↗
NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38
BondJoint

Sell · part

$1K–$15K

Traded Jan 20Filed Feb 4 15d

↗
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27
BondJoint

Sell · part

$50K–$100K

Traded Jan 20Filed Feb 4 15d

↗
ADBEAdobe Inc.

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
AMKRAmkor Technology, Inc.

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
APGAPi Group Corporation

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
CCitigroup Inc

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
CRSCarpenter Technology Corporation

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
FCFSFirstCash Holdings, Inc.

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
LRNStride, Inc.

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
MCKMcKesson Corporation

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
MPWRMonolithic Power Systems, Inc.

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
VSECVSE Corporation

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
ADBEAdobe Inc.
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
AMKRAmkor Technology, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
APGAPi Group Corporation
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
CCitigroup Inc
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
CRSCarpenter Technology Corporation
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
FCFSFirstCash Holdings, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
LRNStride, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
MCKMcKesson Corporation
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
MPWRMonolithic Power Systems, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
VSECVSE Corporation
Spouse

Buy

$15K–$50K

Traded Jan 5Filed Feb 4 30d

↗
COPConocoPhillips
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
NOWServiceNow, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
INTUIntuit Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
HDHome Depot, Inc. (The)
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
ISRGIntuitive Surgical, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
COSTCostco Wholesale Corporation
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
AMATApplied Materials, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
HLTHilton Worldwide Holdings Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
MAMastercard Incorporated
Joint

Buy

$50K–$100K

Traded Dec 29, 2025Filed Jan 16 18d

↗
METAMeta Platforms, Inc.
Joint

Buy

$50K–$100K

Traded Dec 29, 2025Filed Jan 16 18d

↗
AAPLApple Inc.
Joint

Buy

$100K–$250K

Traded Dec 29, 2025Filed Jan 16 18d

↗
CVXChevron Corporation
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
AXPAmerican Express Company
Joint

Buy

$1K–$15K

Traded Dec 29, 2025Filed Jan 16 18d

↗
ELVElevance Health, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
IQVIQVIA Holdings, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
CRMSalesforce, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
NVDANVIDIA Corporation
Joint

Buy

$100K–$250K

Traded Dec 29, 2025Filed Jan 16 18d

↗
AMZNAmazon.com, Inc.
Joint

Buy

$100K–$250K

Traded Dec 29, 2025Filed Jan 16 18d

↗
KOCoca-Cola Company (The)
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
LRCXLam Research Corporation
Joint

Buy

$50K–$100K

Traded Dec 29, 2025Filed Jan 16 18d

↗
GSGoldman Sachs Group, Inc. (The)
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
MSFTMicrosoft Corporation
Joint

Buy

$100K–$250K

Traded Dec 29, 2025Filed Jan 16 18d

↗
BSXBoston Scientific Corporation
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
DEDeere & Company
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
ICEIntercontinental Exchange Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
GOOGLAlphabet Inc.
Joint

Buy

$100K–$250K

Traded Dec 29, 2025Filed Jan 16 18d

↗
RTXRTX Corporation
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
COFCapital One Financial Corporation
Joint

Buy

$50K–$100K

Traded Dec 29, 2025Filed Jan 16 18d

↗
JPMJP Morgan Chase & Co.
Joint

Buy

$50K–$100K

Traded Dec 29, 2025Filed Jan 16 18d

↗
LLYEli Lilly and Company
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
CATCaterpillar, Inc.
Joint

Buy

$15K–$50K

Traded Dec 29, 2025Filed Jan 16 18d

↗
AITApplied Industrial Technologies, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
COHRCoherent Corp.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
CRDOCredo Technology Group Holding Ltd
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
DELLDell Technologies Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
GSGoldman Sachs Group, Inc. (The)
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
IRMIron Mountain Inc
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
LRNStride, Inc.
Spouse

Sell

$1K–$15K

Traded Dec 18, 2025Filed Jan 13 26d

↗
MTZMasTec, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
PRMBPrimo Brands Corporation
Spouse

Sell

$1K–$15K

Traded Dec 18, 2025Filed Jan 13 26d

↗
AITApplied Industrial Technologies, Inc.

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
COHRCoherent Corp.

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
CRDOCredo Technology Group Holding Ltd

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
DELLDell Technologies Inc.

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
GSGoldman Sachs Group, Inc. (The)

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
IRMIron Mountain Inc

Sell

$1K–$15K

Traded Dec 18, 2025Filed Jan 13 26d

↗
LRNStride, Inc.

Sell

$1K–$15K

Traded Dec 18, 2025Filed Jan 13 26d

↗
MTZMasTec, Inc.

Sell

$15K–$50K

Traded Dec 18, 2025Filed Jan 13 26d

↗
PRMBPrimo Brands Corp

Sell

$1K–$15K

Traded Dec 18, 2025Filed Jan 13 26d

↗
PRMBPrimo Brands Corporation
Joint

Sell

$1K–$15K

Traded Dec 17, 2025Filed Jan 13 27d

↗
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042
BondJoint

Buy

$50K–$100K

Traded Dec 3, 2025Filed Dec 12, 2025 9d

↗
PNRPentair plc. Ordinary Share
Joint

Buy

$15K–$50K

Traded Nov 10, 2025Filed Dec 5, 2025 25d

↗
ZTSZoetis Inc.
Joint

Sell

$15K–$50K

Traded Nov 10, 2025Filed Dec 5, 2025 25d

↗
CSXCSX Corporation
Joint

Sell

$15K–$50K

Traded Nov 10, 2025Filed Dec 5, 2025 25d

↗
COFCapital One Financial Corporation
Joint

Buy

$50K–$100K

Traded Nov 10, 2025Filed Dec 5, 2025 25d

↗
TMUST-Mobile US, Inc.
Joint

Sell

$50K–$100K

Traded Nov 3, 2025Filed Nov 21, 2025 18d

↗
BRK.BBerkshire Hathaway Cl B
Joint

Sell

$15K–$50K

Traded Nov 3, 2025Filed Nov 21, 2025 18d

↗
MSFTMicrosoft Corp
Joint

Buy

$250K–$500K

Traded Nov 3, 2025Filed Nov 21, 2025 18d

↗
CMGChipotle Mexican Grill, Inc.
Joint

Sell

$15K–$50K

Traded Nov 3, 2025Filed Nov 21, 2025 18d

↗
FIFiserv Inc
Joint

Sell

$15K–$50K

Traded Nov 3, 2025Filed Nov 21, 2025 18d

↗
IHFiShares U.S. Health Care Providers ETF
Joint

Sell

$15K–$50K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
TXNTexas Instruments Incorporated
Joint

Sell

$15K–$50K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
ISRGIntuitive Surgical, Inc.
Joint

Buy

$50K–$100K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
ACNAccenture Plc
Joint

Sell

$15K–$50K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
INTUIntuit Inc.
Joint

Buy

$15K–$50K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
NOWServiceNow, Inc.
Joint

Buy

$1K–$15K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
UNHUnitedhealth Group Inc
Joint

Buy

$15K–$50K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
ADBEAdobe Systems Inc
Joint

Sell

$15K–$50K

Traded Sep 24, 2025Filed Oct 1, 2025 7d

↗
WABWabtec Corp
Spouse

Sell

$15K–$50K

Traded Sep 23, 2025Filed Oct 1, 2025 8d

↗
WABWabtec Corp
Joint

Sell

$1K–$15K

Traded Sep 23, 2025Filed Oct 1, 2025 8d

↗
WABWabtec Corp

Sell

$15K–$50K

Traded Sep 23, 2025Filed Oct 1, 2025 8d

↗
MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31
BondJoint

Buy

$50K–$100K

Traded Sep 9, 2025Filed Sep 17, 2025 8d

↗
UNHUnitedHealth Group Incorporated Common Stock (DE)
Joint

Sell · part

$15K–$50K

Traded Aug 1, 2025Filed Aug 18, 2025 17d

↗
Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030
BondJoint

Buy

$50K–$100K

Traded Jun 18, 2025Filed Jul 16, 2025 28d

↗
New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039
BondJoint

Sell

$50K–$100K

Traded Jun 16, 2025Filed Jul 16, 2025 30d

↗
ZTSZoetis Inc.
Joint

Buy

$50K–$100K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
VLOValero Energy Corp
Joint

Buy

$50K–$100K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
TMOThermo Fisher Scientific Inc
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
TXNTexas Instruments
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
SPYSPDR S&P 500
Joint

Sell

$500K–$1M

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
LRCXLam Research Corp
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
LHXL3Harris Technologies Inc
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
LPLALpl Financial Holdings
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
COPConocophillips
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
CVXChevron Corp
Joint

Buy

$50K–$100K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
CSXCSX Corp
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
AMATApplied Materials, Inc.
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
ADBEAdobe Systems Inc
Joint

Buy

$15K–$50K

Traded May 13, 2025Filed Jun 11, 2025 29d

↗
CSXCSX Corp
Joint

Sell

$15K–$50K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
AMATApplied Materials
Joint

Sell · part

$50K–$100K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
ADBEAdobe Systems Inc
Joint

Sell

$15K–$50K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
LRCXLam Research Corp
Joint

Sell · part

$50K–$100K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
CVXChevron Corp
Joint

Sell

$15K–$50K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
ZTSZoetis Inc Cl A
Joint

Sell

$15K–$50K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
VLOValero Energy Corp
Joint

Sell

$50K–$100K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
TXNTexas Instruments
Joint

Sell

$15K–$50K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
TMOThermo Fisher Scientific Inc
Joint

Sell

$50K–$100K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
COPConocophillips
Joint

Sell

$15K–$50K

Traded Apr 8, 2025Filed May 12, 2025 34d

↗
COFCapital One Financial Corp
Joint

Buy

$15K–$50K

Traded Mar 19, 2025Filed Apr 13, 2025 25d

↗
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033
BondJoint

Buy

$50K–$100K

Traded Feb 19, 2025Filed Mar 17, 2025 26d

↗
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036
BondJoint

Buy

$50K–$100K

Traded Feb 19, 2025Filed Mar 17, 2025 26d

↗
UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033
BondJoint

Buy

$50K–$100K

Traded Feb 19, 2025Filed Mar 17, 2025 26d

↗
BRKBershire Hathaway Cdr [Cad Hedged]
Joint

Sell · part

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
PMPhilip Morris International Inc
Joint

Buy

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
HONHoneywell International Inc
Joint

Sell

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
DHRDanaher Corp
Joint

Sell

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
AMZNAmazon.com Inc
Joint

Buy

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
MSFTMicrosoft Corp
Joint

Buy

$50K–$100K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
AMDAdv Micro Devices
Joint

Sell

$50K–$100K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
TJXTJX Companies
Joint

Buy

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
IQVIqvia Holdings Inc
Joint

Buy

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
ACNAccenture Plc
Joint

Buy

$50K–$100K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
LPLALpl Financial Holdings
Joint

Buy

$50K–$100K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
STZConstellation Brands Inc
Joint

Sell · part

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
LHXL3Harris Technologies Inc
Joint

Buy

$15K–$50K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
VAWMaterials ETF Vanguard
Joint

Sell

$100K–$250K

Traded Feb 13, 2025Filed Feb 27, 2025 14d

↗
AITApplied Industrial Technologies
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
COHRCoherent Corp
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
CRDOCredo Technology Group Holding Ltd
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
DELLDell Technologies Inc
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
GSGoldman Sachs Group
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
IRMIron Mountain Inc
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
LRNStride Inc
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
MTZMastec Inc
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
PRMBPrimo Water Corp
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
WABWabtec Corp
Joint

Buy

$1K–$15K

Traded Feb 3, 2025Filed Feb 27, 2025 24d

↗
EZUEurozone Ishares MSCI ETF
Joint

Sell · part

$15K–$50K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
IEFAiShares Core MSCI EAFE ETF
Joint

Sell · part

$15K–$50K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
ABTAbbott Laboratories
Joint

Sell

$1K–$15K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
Joint

Sell · part

$15K–$50K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38
BondJoint

Sell · part

$50K–$100K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36
BondJoint

Sell · part

$15K–$50K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38
BondJoint

Sell · part

$50K–$100K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39
BondJoint

Sell · part

$15K–$50K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38
BondJoint

Sell · part

$50K–$100K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39
BondJoint

Sell · part

$15K–$50K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38
BondJoint

Sell · part

$50K–$100K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28
BondJoint

Sell

$1K–$15K

Traded Jan 8, 2025Filed Jan 31, 2025 23d

↗
AITApplied Industrial Technologies, Inc.

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
COHRCoherent Corp

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
CRDOCredo Technology Group Holding Ltd

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
DELLDell Technologies Inc.

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
GSGoldman Sachs Group

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
IRMIron Mountain Inc

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
LRNStride Inc

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
MTZMastec Inc

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
PRMBPrimo Brands Corporation Cl A

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
WABWabtec Corp

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
AITApplied Industrial Technologies, Inc.
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
COHRCoherent Corp
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
CRDOCredo Technology Group Holding Ltd
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
DELLDell Technologies Inc.
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
GSGoldman Sachs Group
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
IRMIron Mountain Inc
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
LRNStride Inc
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
MTZMastec Inc
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
PRMBPrimo Brands Corporation Cl A
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
WABWabtec Corp
Spouse

Buy

$15K–$50K

Traded Jan 2, 2025Filed Jan 31, 2025 29d

↗
Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034
BondJoint

Sell

$50K–$100K

Traded Dec 27, 2024Filed Jan 3, 2025 7d

↗
IEMGiShares Core MSCI Emerging Markets ETF
Joint

Buy

$50K–$100K

Traded Dec 26, 2024Filed Jan 3, 2025 8d

↗
PDBCInvesco Optimum Yield Diversified Commodity Strate
Joint

Sell

$250K–$500K

Traded Dec 26, 2024Filed Jan 3, 2025 8d

↗
GICIXGoldman Sachs Intl Small Cap Insights Fd Inst
Joint

Buy

$50K–$100K

Traded Dec 26, 2024Filed Jan 3, 2025 8d

↗
CFSSXColumn Small Cap Select Fund
Joint

Buy

$100K–$250K

Traded Dec 26, 2024Filed Jan 3, 2025 8d

↗
PCLPXPimco Commoditiesplus Strategy Fund Class I-2
Joint

Buy

$250K–$500K

Traded Dec 26, 2024Filed Jan 3, 2025 8d

↗
VNQVanguard Real Estate ETF
Joint

Buy

$1K–$15K

Traded Dec 26, 2024Filed Jan 3, 2025 8d

↗
AXONAxon Enterprise Inc

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
BMIBadger Meter, Inc.

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
CYBRCyberArk Software Ltd. - Ordinary Shares

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
ELFE.L.F. Beauty Inc

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
FRPTFreshpet, Inc.

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
GSGoldman Sachs Group

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
LRNStride Inc

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
SFMSprouts Farmers Market, Inc.

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
AXONAxon Enterprise, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
BMIBadger Meter, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
CYBRCyberArk Software Ltd. - Ordinary Shares
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
ELFE.L.F. Beauty Inc
Spouse

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
ETNEaton Corp

Sell

$1K–$15K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
ETNEaton Corp
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
FRPTFreshpet, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
GSGoldman Sachs Group
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
LRNStride, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
SFMSprouts Farmers Market, Inc.
Spouse

Sell

$15K–$50K

Traded Dec 18, 2024Filed Dec 31, 2024 13d

↗
LLYEli Lilly and Company
Joint

Buy

$50K–$100K

Traded Dec 11, 2024Filed Aug 12, 2025 244d

↗
AMATApplied Materials, Inc.
Joint

Buy

$15K–$50K

Traded Dec 11, 2024Filed Dec 31, 2024 20d

↗
PEPPepsiCo, Inc.
Joint

Sell

$15K–$50K

Traded Dec 11, 2024Filed Dec 31, 2024 20d

↗
ABTAbbott Laboratories
Joint

Sell · part

$15K–$50K

Traded Dec 11, 2024Filed Dec 31, 2024 20d

↗
EZUiShares MSCI Eurozone ETF
Joint

Buy

$100K–$250K

Traded Nov 27, 2024Filed Dec 19, 2024 22d

↗
IEMGiShares Core MSCI Emerging Markets ETF
Joint

Buy

$1K–$15K

Traded Nov 27, 2024Filed Dec 19, 2024 22d

↗
IEFAiShares Core MSCI EAFE ETF
Joint

Buy

$100K–$250K

Traded Nov 27, 2024Filed Dec 19, 2024 22d

↗
PCLPXPimco Commoditiesplus Strategy Fund Class I-2
Joint

Sell · part

$15K–$50K

Traded Nov 12, 2024Filed Dec 3, 2024 21d

↗
PDBCInvesco Optimum Yield Diversified Commodity Strate
Joint

Buy

$15K–$50K

Traded Nov 12, 2024Filed Dec 3, 2024 21d

↗
Pimco Commodities Plus Strategy Fund Class
Joint

Sell · part

$250K–$500K

Traded Oct 29, 2024Filed Dec 3, 2024 35d

↗
PDBCInvesco Optimum Yield Diversified Commodity Strate
Joint

Buy

$250K–$500K

Traded Oct 29, 2024Filed Dec 3, 2024 35d

↗
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027
BondJoint

Buy

$50K–$100K

Traded Oct 16, 2024Filed Nov 8, 2024 23d

↗
NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025
BondJoint

Buy

$50K–$100K

Traded Oct 10, 2024Filed Nov 8, 2024 29d

↗
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036
BondJoint

Buy

$50K–$100K

Traded Oct 8, 2024Filed Nov 8, 2024 31d

↗
Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26
BondJoint

Sell

$50K–$100K

Traded Oct 1, 2024Filed Aug 12, 2025 315d

↗
TJXTJX Companies, Inc. (The)
Joint

Buy

$15K–$50K

Traded Aug 20, 2024Filed Sep 19, 2024 30d

↗
SBUXStarbucks Corp
Joint

Sell · part

$15K–$50K

Traded Aug 20, 2024Filed Sep 19, 2024 30d

↗
IQVIqvia Holdings Inc
Joint

Buy

$15K–$50K

Traded Aug 20, 2024Filed Sep 19, 2024 30d

↗
EWEdwards Lifesciences Corp
Joint

Sell · part

$15K–$50K

Traded Aug 20, 2024Filed Sep 19, 2024 30d

↗
LRNStride, Inc.
Spouse

Buy

$1K–$15K

Traded Jul 30, 2024Filed Dec 31, 2024 154d

↗
LRNStride Inc

Buy

$1K–$15K

Traded Jul 30, 2024Filed Nov 8, 2024 101d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell

$15K–$50K

Traded Jul 24, 2024Filed Aug 12, 2025 384d

↗
Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29
Bond

Sell

$50K–$100K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29
Bond

Sell

$15K–$50K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25
Bond

Sell

$50K–$100K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25
Bond

Sell

$15K–$50K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32
Bond

Sell

$50K–$100K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30
Bond

Sell

$15K–$50K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27
Bond

Sell

$15K–$50K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26
Bond

Sell

$100K–$250K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28
Bond

Sell

$15K–$50K

Traded Jul 23, 2024Filed Aug 12, 2025 385d

↗
Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32
BondJoint

Buy

$50K–$100K

Traded Jul 23, 2024Filed Aug 19, 2024 27d

↗
IWBRussell 1000 Ishares ETF
Joint

Sell · part

$500K–$1M

Traded Jun 13, 2024Filed Jul 12, 2024 29d

↗
NKENike, Inc.
Joint

Sell · part

$15K–$50K

Traded Jun 12, 2024Filed Jul 12, 2024 30d

↗
PHParker-Hannifin Corporation
Joint

Buy

$15K–$50K

Traded Jun 12, 2024Filed Jul 12, 2024 30d

↗
CMCSAComcast Corporation
Joint

Sell · part

$15K–$50K

Traded Jun 12, 2024Filed Jul 12, 2024 30d

↗
IWBRussell 1000 Ishares ETF
Joint

Sell · part

$50K–$100K

Traded Jun 12, 2024Filed Jul 12, 2024 30d

↗
Ishares TR Russell 1000 ETF
Joint

Sell · part

$50K–$100K

Traded Jun 7, 2024Filed Jun 7, 2024 same day

↗
Pimco Commodities Plus Strategy Fund Class
Joint

Sell · part

$15K–$50K

Traded May 8, 2024Filed Jun 7, 2024 30d

↗
IWBiShares Russell 1000 ETF
Joint

Sell · part

$100K–$250K

Traded May 8, 2024Filed Jun 7, 2024 30d

↗
ZTSZoetis Inc.

Sell · part

$1K–$15K

Traded Apr 3, 2024Filed May 2, 2024 29d

↗
ZTSZoetis Inc.
Spouse

Sell · part

$1K–$15K

Traded Apr 3, 2024Filed May 1, 2024 28d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$15K–$50K

Traded Mar 11, 2024Filed Aug 12, 2025 519d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$50K–$100K

Traded Feb 9, 2024Filed Aug 12, 2025 550d

↗
Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029
BondJoint

Buy

$50K–$100K

Traded Feb 8, 2024Filed Mar 1, 2024 22d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$50K–$100K

Traded Feb 7, 2024Filed Aug 12, 2025 552d

↗
Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031
BondJoint

Buy

$100K–$250K

Traded Feb 6, 2024Filed Mar 1, 2024 24d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$100K–$250K

Traded Jan 29, 2024Filed Aug 12, 2025 561d

↗
Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035
BondJoint

Buy

$100K–$250K

Traded Jan 26, 2024Filed Feb 15, 2024 20d

↗
McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033
BondJoint

Buy

$100K–$250K

Traded Jan 24, 2024Filed Feb 15, 2024 22d

↗
Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026
BondJoint

Buy

$100K–$250K

Traded Jan 23, 2024Filed Feb 15, 2024 23d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$50K–$100K

Traded Jan 22, 2024Filed Aug 12, 2025 568d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$50K–$100K

Traded Jan 19, 2024Filed Aug 12, 2025 571d

↗
Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024
BondJoint

Buy

$100K–$250K

Traded Jan 19, 2024Filed Feb 15, 2024 27d

↗
Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032
BondJoint

Buy

$50K–$100K

Traded Jan 18, 2024Filed Feb 15, 2024 28d

↗
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028
BondJoint

Sell · part

$50K–$100K

Traded Jan 18, 2024Filed Jan 26, 2024 8d

↗
AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024
BondJoint

Sell

$15K–$50K

Traded Jan 18, 2024Filed Jan 26, 2024 8d

↗
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024
BondJoint

Sell

$50K–$100K

Traded Jan 18, 2024Filed Jan 26, 2024 8d

↗
JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024
BondJoint

Sell

$50K–$100K

Traded Jan 18, 2024Filed Jan 26, 2024 8d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31
Bond

Sell · part

$50K–$100K

Traded Jan 10, 2024Filed Aug 12, 2025 580d

↗
OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025
BondJoint

Buy

$50K–$100K

Traded Jan 10, 2024Filed Jan 26, 2024 16d

↗
CELHCelsius Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
CTVACorteva, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
EXLSExlService Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
FNFabrinet
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
FCFSFirstCash Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
HUBBHubbell Inc
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
INSTInstructure Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
PODDInsulet Corporation
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
PYPLPayPal Holdings, Inc.
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
SHOPShopify Inc
Spouse

Sell

$1K–$15K

Traded Jan 4, 2024Filed Aug 12, 2025 586d

↗
AXONAxon Enterprise Inc

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
BMIBadger Meter, Inc.

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
CYBRCyberArk Software Ltd. - Ordinary Shares

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
ELFE.L.F. Beauty Inc

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
ETNEaton Corp

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
FRPTFreshpet, Inc.

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
GSGoldman Sachs Group, Inc. (The)

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
SFMSprouts Farmers Market

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
ZTSZoetis Inc Cl A

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
AXONAxon Enterprise Inc
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
BMIBadger Meter, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
CYBRCyberArk Software Ltd. - Ordinary Shares
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
ELFE.L.F. Beauty Inc
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
ETNEaton Corp
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
FRPTFreshpet, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
GSGoldman Sachs Group, Inc. (The)
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
SFMSprouts Farmers Market, Inc.
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
ZTSZoetis Inc.
Spouse

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 26, 2024 22d

↗
Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027
BondJoint

Buy

$100K–$250K

Traded Jan 3, 2024Filed Jan 26, 2024 23d

↗
NVDANVIDIA Corporation
Joint

Buy

$15K–$50K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
LRCXLam Research Corp
Joint

Buy

$15K–$50K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
METAMeta Platforms Inc
Joint

Buy

$15K–$50K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
AMATApplied Materials, Inc.
Joint

Buy

$15K–$50K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
AAPLApple Inc.
Joint

Buy

$50K–$100K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
AMDAdvanced Micro Devices, Inc.
Joint

Buy

$15K–$50K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
ADBEAdobe Systems Inc
Joint

Buy

$15K–$50K

Traded Jan 2, 2024Filed Jan 26, 2024 24d

↗
CELHCelsius Holdings Inc

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
CTVACorteva Inc

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
EXLSExlService Holdings, Inc.

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
FCFSFirstCash Holdings, Inc.

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
FNFabrinet

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
HUBBHubbell Inc

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
INSTInstructure Holdings Inc

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
PODDInsulet Corp

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
PYPLPayPal Holdings, Inc.

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
SHOPShopify Inc

Sell · part

$1K–$15K

Traded Dec 22, 2023Filed Jan 26, 2024 35d

↗
Cleveland County OK Educational FACS REV Rate/Coupon: 5.0% Matures: 06/01/2032
BondJoint

Buy

$100K–$250K

Traded Dec 6, 2023Filed Dec 28, 2023 22d

↗
VLTOVeralto Corp
Joint

Sell · part

$1K–$15K

Traded Dec 5, 2023Filed Dec 28, 2023 23d

↗
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31
Bond

Buy

$250K–$500K

Traded Nov 29, 2023Filed Jul 30, 2025 609d

↗
Oklahoma Dev Fin Auth Lease RE Rate/Coupon: 5.0% Matures: 12/01/2029
BondJoint

Buy

$15K–$50K

Traded Nov 16, 2023Filed Nov 28, 2023 12d

↗
CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS 2023 Rate/Coupon: 5.0% Matures: 02/15/2038
BondJoint

Buy

$50K–$100K

Traded Oct 31, 2023Filed Nov 28, 2023 28d

↗
Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25
Bond

Buy

$15K–$50K

Traded Oct 30, 2023Filed Jul 30, 2025 639d

↗
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS 2015 FF Rate/Coupon: 5.0% Matures: 06/15/2039
BondJoint

Buy

$50K–$100K

Traded Oct 27, 2023Filed Nov 28, 2023 32d

↗
Oklahoma Transn Auth OK F/K/A Rate/Coupon: 5.0% Matures: 01/01/2025
BondJoint

Buy

$15K–$50K

Traded Oct 26, 2023Filed Nov 28, 2023 33d

↗
Nevada St Ltd Tax Go Cap Impt BDS Rate/Coupon: 5.0% Matures: 05/01/38
BondJoint

Buy

$50K–$100K

Traded Oct 25, 2023Filed Nov 1, 2023 7d

↗
Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31
Bond

Sell · part

$50K–$100K

Traded Oct 23, 2023Filed Jul 30, 2025 646d

↗
Tulsa County Oklahoma Indl Auth Edl Rate/Coupon: 5.0% Matures: 09/01/2027
BondJoint

Buy

$15K–$50K

Traded Oct 18, 2023Filed Nov 1, 2023 14d

↗
University Oklahoma Revs Rate/Coupon: 5.0% Matures: 07/01/2028
BondJoint

Buy

$15K–$50K

Traded Oct 17, 2023Filed Nov 1, 2023 15d

↗
Oklahoma Dev Fin Auth Health Rate/Coupon: 0.41% Matures: 08/15/2031
BondJoint

Buy

$250K–$500K

Traded Oct 13, 2023Filed Nov 1, 2023 19d

↗
POCONO MTN PA SCH DIST GO NTS 2023 Rate/Coupon: 4.5% Matures: 10/01/2026
BondJoint

Buy

$50K–$100K

Traded Oct 12, 2023Filed Nov 1, 2023 20d

↗
FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38
BondJoint

Buy

$50K–$100K

Traded Oct 6, 2023Filed Nov 1, 2023 26d

↗
Kaukauna Wis Antic Nts 2023 B Rate/Coupon: 5.0% Matures: 06/01/28
BondJoint

Buy

$50K–$100K

Traded Oct 4, 2023Filed Nov 1, 2023 28d

↗
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS 2023A Rate/Coupon: 5.25% Matures: 12/15/2039
BondJoint

Buy

$50K–$100K

Traded Oct 4, 2023Filed Nov 1, 2023 28d

↗
Purcell Oklahoma Public Works Auth Rate/Coupon: 5.0% Matures: 03/01/2030
BondJoint

Buy

$15K–$50K

Traded Oct 4, 2023Filed Nov 1, 2023 28d

↗

Reported holdings

2024 annual report · filed Aug 13, 2025 · values at year end, in the ranges disclosed · changes vs 2023

Original

$29.2M–$96.7M sum of 213 disclosed ranges

Fund 43
Real estate 36
Other 3
Private business 9
Stock 72
Bond 42

AssetOwner Valuevs 2023
IEFAEAFE Ishares Core MSCI ETFFundJoint$1M–$5MSame band
GICIXGoldman Sachs Intl Small Cap Insights Fd InstFundJoint$1M–$5MSame band
Mullin Ranch LLCOtherJoint$1M–$5MSame band
N ShieldsReal estateMullin Properties LLCJoint$1M–$5MSame band
Northwestern MutualOtherJoint$1M–$5MSame band
S Elm PlReal estateMullin Properties LLCJoint$1M–$5MSame band
TRBCXT. Rowe Price Blue Chip Growth Fund Inc.FundJoint$1M–$5MSame band
The Christie Renee Mullin Insurance TrustOtherSpouse$1M–$5MSame band
AGTHXThe Growth Fund of America Class A SharesFundJoint$1M–$5MSame band
VOVanguard Mid-Cap ETFFundJoint$1M–$5MSame band
Washington DC Investment PropertyReal estateMullin Realty LLCJoint$1M–$5MSame band
IEMGiShares Core MSCI Emerging Markets ETFFundJoint$1M–$5MSame band
Bixby Investment PropertyReal estateMullin Realty LLCJoint$500K–$1MNew
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCJoint$500K–$1MSame band
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCChild$500K–$1MSame band
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCChild$500K–$1MSame band
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCChild$500K–$1MSame band
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCChild$500K–$1MSame band
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCChild$500K–$1MSame band
COP Hometown Parent LLCPrivate businessMullin Family Holdco LLCChild$500K–$1MSame band
CSEIXCohen & Steers Real Estate Securities Fund Inc.FundJoint$500K–$1MSame band
FIMKXFidelity Advisor Emerging Markets FundFundJoint$500K–$1MSame band
FVADXFranklin Value Fund Advisor ClassFundJoint$500K–$1MSame band
Oklahoma Investment PropertyReal estateAllotment Services LLCSelf$500K–$1MNew
MDYSPDR S&P MidCap 400 ETF TrustFundJoint$500K–$1MSame band
VNQVanguard Real Estate ETFFundJoint$500K–$1MSame band
Vanguard Treasury Money Market Fund Investor SharesFundJoint$500K–$1MNew
IJRiShares Core S&P Small-CapFundJoint$500K–$1MSame band
EZUiShares MSCI Eurozone ETFFundJoint$500K–$1MSame band
IWBiShares Russell 1000 ETFFundJoint$500K–$1M▼ $1M–$5M
210 Acres - FieldenReal estateMullin Properties LLCJoint$250K–$500KSame band
AAPLApple IncJoint$250K–$500K▲ $100K–$250K
N 23rd StReal estateMullin Properties LLCJoint$250K–$500KSame band
Northwestern Mutual FDIC InsuredCashJoint$250K–$500K▼ $500K–$1M
Oklahoma Investment PropertyReal estateTC4 Investment LLCSpouse$250K–$500KSame band
PCLPXPimco Commoditiesplus Strategy Fund Class I-2FundJoint$250K–$500KSame band
Property 10Real estateMullin Properties West Division LLCSelf$250K–$500KSame band
100 Acres - BraitwaiteReal estateMullin Properties LLCJoint$100K–$250KSame band
39th StReal estateMullin Properties LLCJoint$100K–$250KSame band
AMZNAmazon.com IncJoint$100K–$250K▲ $50K–$100K
Arvest BankCashJoint$100K–$250K▲ $50K–$100K
Citizens BanksharesPrivate businessSelf$100K–$250KSame band
CFSSXColumn Small Cap Select FundJoint$100K–$250KNew
LLYEli Lilly and CompanyJoint$100K–$250K▲ $15K–$50K
Fort Lauderdale Fla Wtr & Swr Rev BDSBondJoint$100K–$250KSame band
Humphreys Fund I REITFundSelf$100K–$250K▼ $250K–$500K
KLACKLA CorporationJoint$100K–$250KSame band
LPL FinancialCashSpouse$100K–$250KSame band
LPL FinancialCashSelf$100K–$250KSame band
Land - PhillipsReal estateMullin Properties LLCJoint$100K–$250KSame band
METAMeta Platforms, Inc.Joint$100K–$250K▲ $50K–$100K
N Main StReal estateMullin Properties LLCJoint$100K–$250KSame band
Nevada St Ltd Tax Go Cap Impt BDSBondJoint$100K–$250KSame band
Northwestern Mutual FDIC InsuredCashJoint$100K–$250K▼ $500K–$1M
NVDANvidia CorpJoint$100K–$250K▲ $50K–$100K
Property 1Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 11Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 12Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 13Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 14Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 15Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 2Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 3Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 4Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 5Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 6Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 7Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 8Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
Property 9Real estateMullin Properties West Division LLCSelf$100K–$250K▼ $250K–$500K
VAWVanguard Materials ETFFundJoint$100K–$250KSame band
40 Acres - WestvilleReal estateMullin Properties LLCJoint$50K–$100KSame band
ADBEAdobe Inc.Joint$50K–$100KSame band
AMDAdvanced Micro Devices, Inc.Joint$50K–$100KSame band
GOOGLAlphabet Inc.Joint$50K–$100KSame band
AXPAmerican Express CompanyJoint$50K–$100KSame band
AMATApplied Materials, Inc.Joint$50K–$100KSame band
Austin Tex CTFS ObligBondJoint$50K–$100K▼ $100K–$250K
AZOAutoZone, Inc.Joint$50K–$100K▲ $15K–$50K
BRK.BBerkshire Hathaway Cl BJoint$50K–$100K▲ $15K–$50K
BLKBlackrock IncJoint$50K–$100KSame band
BSXBoston Scientific CorporationJoint$50K–$100K▲ $15K–$50K
CATCaterpillar IncJoint$50K–$100K▲ $15K–$50K
CMGChipotle Mexican GrillJoint$50K–$100KSame band
Clear Creek Tex Indpt Sch Dist Unltd Tax Ref BDSBondJoint$50K–$100K▼ $100K–$250K
Cook Cnty Ill Cmnty Cons Sch Dist No 015 Palatine Go BDSBondJoint$50K–$100K▼ $100K–$250K
COSTCostco Wholesale CorporationJoint$50K–$100KSame band
EMREmerson Electric CompanyJoint$50K–$100K▲ $15K–$50K
First Trust Cap Strength Oppty 34 SA FE REFundJoint$50K–$100KNew
First Trust S&P Div Arst TGT 25 3Q24FundJoint$50K–$100KNew
FIFiserv, Inc.Joint$50K–$100K▲ $15K–$50K
Fort Smith Ark Wtr & Swr Rev Ref Constr BDSBondJoint$50K–$100KNew
GSGoldman Sachs GroupJoint$50K–$100KSame band
HLTHilton Worldwide Holdings Inc.Joint$50K–$100KSame band
HDHome Depot, Inc. (The)Joint$50K–$100KSame band
HONHoneywell International IncJoint$50K–$100KSame band
IPS Multi-Sch Bldg Corp Ind Unltd Advalorem Ppty TaxBondJoint$50K–$100K▼ $100K–$250K
ICEIntercontinental Exchange Inc.Joint$50K–$100KSame band
JPMJP Morgan Chase & CompanyJoint$50K–$100KSame band
Kentucky St PPTY & BLDGS Commn Revs BDS ProjBondJoint$50K–$100KNew
LRCXLam Research CorporationJoint$50K–$100KSame band
Land on HWY 51Real estateMullin Properties LLCJoint$50K–$100KSame band
Macomb Inter Sch Dist Mich Unltd Tax Go Bldg Site BDSBondJoint$50K–$100K▼ $100K–$250K
MAMastercard IncorporatedJoint$50K–$100K▲ $15K–$50K
MSFTMicrosoft CorporationJoint$50K–$100KSame band
New York NY City Mun Wtr Fin Auth Wtr & Swr Sys RevBondJoint$50K–$100KSame band
Northern Ill MUN PWR AGYBondJoint$50K–$100KNew
OKEONEOK, Inc.Joint$50K–$100KNew
Oklahoma Investment PropertyReal estateTC4 Operating LLCSpouse$50K–$100K▼ $250K–$500K
PANWPalo Alto Networks, Inc.Joint$50K–$100KSame band
Property 16Real estateMullin Properties West Division LLCSelf$50K–$100K▼ $250K–$500K
RTXRTX CorporationJoint$50K–$100KSame band
SPGIS&P Global IncFundJoint$50K–$100KSame band
SPMDSPDR Portfolio S&P 400 Mid Cap ETFFundJoint$50K–$100KNew
Salem N H GO BDSBondJoint$50K–$100KNew
CRMSalesforce IncJoint$50K–$100KSame band
Seattle Wash Drain & Wastewater Rev Ref Rev BDSBondJoint$50K–$100KSame band
SHWSherwin-Williams CompanyJoint$50K–$100KSame band
TMUST-Mobile USJoint$50K–$100KSame band
TXNTexas Instruments IncorporatedJoint$50K–$100K▲ $15K–$50K
TMOThermo Fisher Scientific IncJoint$50K–$100KSame band
Upton Cnty Tex Tax Tax NTS 2023BondJoint$50K–$100KSame band
VLOValero Energy CorpJoint$50K–$100KSame band
VPUVanguard Utilities ETFFundJoint$50K–$100K▲ $15K–$50K
VVisa IncJoint$50K–$100KSame band
Waxahachie Tex Indpt Sch Dist Ultd Tax Ref BDSBondJoint$50K–$100KSame band
20 Acres - MorenoReal estateMullin Properties LLCJoint$15K–$50KSame band
5 Acres - CruzReal estateMullin Properties LLCJoint$15K–$50KSame band
8 Acres - RoseReal estateMullin Properties LLCJoint$15K–$50KSame band
Alamogordo N Mex Mun Sch Dist No 001 Go BDSBondJoint$15K–$50KSame band
CSXCSX CorpJoint$15K–$50K▼ $50K–$100K
Cavanal Hill Govt Sec MmktFundSelf$15K–$50K▼ $100K–$250K
CVXChevron CorpJoint$15K–$50KSame band
KOCoca-Cola CompanyJoint$15K–$50KSame band
COPConocoPhillipsJoint$15K–$50KSame band
STZConstellation Brands IncJoint$15K–$50KSame band
DHRDanaher CorporationJoint$15K–$50KSame band
DEDeere & CompanyJoint$15K–$50KSame band
DGQMMDreyfus Government Cash Management Wealth SharesFundJoint$15K–$50K▼ $500K–$1M
ELVElevance Health IncJoint$15K–$50KSame band
First Trust S&P Div Arst TGT 25 1Q24 MO REFundSpouse$15K–$50KNew
First Trust TGT Divid Dbl Play 2Q24 MO REFundSelf$15K–$50KNew
IQVIQVIA Holdings, Inc.Joint$15K–$50KNew
LPL FinancialCashSpouse$15K–$50K▼ $100K–$250K
LPL FinancialCashSelf$15K–$50K▼ $100K–$250K
PHParker-Hannifin CorporationJoint$15K–$50KNew
PGProcter & Gamble CompanyJoint$15K–$50KSame band
SPSMSPDR Portfolio S&P 600 Small Cap ETFFundJoint$15K–$50KNew
TJXTJX Companies, Inc. (The)Joint$15K–$50KNew
UNPUnion Pacific CorpJoint$15K–$50K▼ $50K–$100K
UNHUnitedhealth Group IncJoint$15K–$50KSame band
ZTSZoetis Inc Cl AJoint$15K–$50K▼ $50K–$100K
ABTAbbott LaboratoriesJoint$1K–$15K▼ $15K–$50K
First Trust Cap Strength Oppty 32 SA REFundSelf$1K–$15KNew
Kaukauna Wis Antic NTS 2023BBondJoint$1K–$15K▼ $50K–$100K
LPL FinancialCashJoint$1K–$15KNew
Land - Rock HouseReal estateMullin Properties LLCJoint$1K–$15KSame band
Austin Tex Pub Impt Ref BDSBondJointUnder $1K▼ $50K–$100K
Broken Arrow OK GO UnltdBondSelfUnder $1KNew
Canadian Cnty OK Edu Facs RevBondSelfUnder $1KNew
Canadian Cnty OK Educatnl Facs RevBondSelfUnder $1KNew
CELHCelsius Holdings, Inc.SpouseUnder $1K▼ $1K–$15K
Central Weber Utah SWR Impt Dist SWR Rev BDSBondJointUnder $1K▼ $50K–$100K
Cleveland Cnty OK Eductnl Facs RevBondSelfUnder $1K▼ $100K–$250K
CMCSAComcast Corp AJointUnder $1K▼ $15K–$50K
CTVACorteva IncSpouseUnder $1K▼ $1K–$15K
EWEdwards Lifesciences CorporationJointUnder $1K▼ $15K–$50K
EXLSExlService Holdings, Inc.SpouseUnder $1K▼ $1K–$15K
FT Cap Strgth Opp 26 REFundSpouseUnder $1K▼ $50K–$100K
FT Cap Strgth Opp 28FereFundSpouseUnder $1K▼ $50K–$100K
FT S&P TGT 25 2Q23 FereFundSpouseUnder $1K▼ $50K–$100K
FT TGT Div Dbl 1Q23 REFundJointUnder $1K▼ $15K–$50K
FNFabrinetSpouseUnder $1K▼ $1K–$15K
First Trust Cap Strength Oppty 32 SA REFundJointUnder $1KNew
First Trust Capital Strength Opportunity 26FundSelfUnder $1K▼ $1K–$15K
First Trust S&P Dividends Aristocrats Target 25FundSpouseUnder $1K▼ $15K–$50K
First Trust TGT Divid Dbl Play 2Q24 MO REFundJointUnder $1KNew
First Trust Target Dividend Double Play 1Q23 MO REFundSelfUnder $1KNew
FCFSFirstCash Holdings, Inc.SpouseUnder $1K▼ $1K–$15K
FCFSFirstcash Holdings IncSpouseUnder $1K▼ $1K–$15K
Florida Investment PropertyReal estateMullin Realty LLCJointUnder $1K▼ $1M–$5M
PFFDGlobal X U.S. Preferred ETFFundJointUnder $1KSame band
Grady Cnty OK Eductnl Facs RevBondSelfUnder $1KNew
HUBBHubbell IncSpouseUnder $1K▼ $1K–$15K
INSTInstructure Holdings, Inc.SpouseUnder $1K▼ $1K–$15K
PODDInsulet CorporationSpouseUnder $1K▼ $1K–$15K
PDBCInvesco Optimum Yield Diversified Commodity StrateFundJointUnder $1KSame band
JPM Liquid Assets Money Market PremierFundSpouseUnder $1K▼ $50K–$100K
JPMorgan 100% US Treas Secs Mmkt Premier CLFundJointUnder $1KNew
JPMorgan Liquid Assets MoneyMkt Premier CLFundJointUnder $1KNew
Johnston Cnty NC Go Ref BDSBondJointUnder $1K▼ $50K–$100K
Lucas Cnty Ohio Ltd Tax Var Purp Impt Go BD Antic NTSBondJointUnder $1K▼ $50K–$100K
McClain Cnty OK Econ Dev Auth RevBondSelfUnder $1KNew
New Mexico Fin Auth St Transn Rev Ref BDSBondJointUnder $1K▼ $50K–$100K
NKENike, Inc.JointUnder $1K▼ $50K–$100K
Oklahoma Cnty OK Fin Auth RevBondSelfUnder $1KNew
Oklahoma Dev Fin Auth Lease RevBondSelfUnder $1K▼ $15K–$50K
Oklahoma St Capitol Impt Auth RevBondSelfUnder $1KNew
Oklahoma St Dev Fin Auth Hlths REVBondSelfUnder $1K▼ $500K–$1M
Oklahoma St Dev Fin Auth Hlths RevBondSelfUnder $1K▼ $500K–$1M
Oklahoma St Turnpike Auth RevBondSelfUnder $1K▼ $15K–$50K
Oklahoma St Univ Agric & Mech RevBondSelfUnder $1KNew
Oklahoma Transn Auth OK F/K/ABondJointUnder $1K▼ $15K–$50K
PYPLPayPal Holdings, Inc.SpouseUnder $1K▼ $1K–$15K
PEPPepsiCo, Inc.JointUnder $1K▼ $15K–$50K
Pocono Mtn PA Sch Dist Go NTSBondJointUnder $1K▼ $50K–$100K
Purcell OK Public Wks Auth Sal RevBondSelfUnder $1K▼ $15K–$50K
Rowan's Restaurant LLCPrivate businessSpouseUnder $1K▼ $500K–$1M
SHOPShopify IncSpouseUnder $1K▼ $1K–$15K
SBUXStarbucks CorporationJointUnder $1K▼ $15K–$50K
Texas St GO Mobility FD BDSBondJointUnder $1K▼ $50K–$100K
Tulsa Cnty OK Indl Auth Eductn RevBondSelfUnder $1K▼ $15K–$50K
Tulsa County OK ISD GO UnltdBondSelfUnder $1KNew
Univ OK RevBondSelfUnder $1K▼ $15K–$50K

Not in the 2024 report

Listed in 2023 with a value, gone a year later: sold, or under $1,001.

OKE ONEOK, Inc. $15K–$50K
First Trust Target Dividend Double Play $1K–$15K

Source filings

Every report we read for this page · newest first

Mar 10, 2026 Periodic transaction report 3 trades View original
Mar 2, 2026 Periodic transaction report 17 trades View original
Feb 4, 2026 Periodic transaction report 39 trades View original
Jan 16, 2026 Periodic transaction report 31 trades View original
Jan 13, 2026 Periodic transaction report 19 trades View original
Dec 12, 2025 Periodic transaction report 1 trade View original
Dec 5, 2025 Periodic transaction report 4 trades View original
Nov 21, 2025 Periodic transaction report 5 trades View original
Oct 1, 2025 Periodic transaction report 8 trades View original
Oct 1, 2025 Periodic transaction report 3 trades View original
Sep 17, 2025 Periodic transaction report 1 trade View original
Aug 18, 2025 Periodic transaction report 1 trade View original
Aug 13, 2025 2023 annual report · amended 232 assets View original
Aug 13, 2025 2024 annual report 213 assets View original
Aug 13, 2025 Periodic transaction report 3 trades View original
Aug 12, 2025 Periodic transaction report · amended 4 trades View original
Aug 12, 2025 Periodic transaction report · amended 1 trade View original
Aug 12, 2025 Periodic transaction report · amended 43 trades View original
Aug 12, 2025 Periodic transaction report 35 trades View original
Jul 30, 2025 Periodic transaction report 10 trades View original
Jul 16, 2025 Periodic transaction report 2 trades View original
Jun 11, 2025 Periodic transaction report 13 trades View original
May 12, 2025 Periodic transaction report 10 trades View original
Apr 13, 2025 Periodic transaction report 1 trade View original
Mar 17, 2025 Periodic transaction report 3 trades View original
Feb 27, 2025 Periodic transaction report 24 trades View original
Jan 31, 2025 Periodic transaction report 32 trades View original
Jan 3, 2025 Periodic transaction report 7 trades View original
Dec 31, 2024 Periodic transaction report 24 trades View original
Dec 19, 2024 Periodic transaction report 3 trades View original
Nov 8, 2024 Periodic transaction report 4 trades View original
Sep 19, 2024 Periodic transaction report 4 trades View original
Aug 19, 2024 Periodic transaction report 1 trade View original
Jul 12, 2024 Periodic transaction report 5 trades View original
Jun 7, 2024 Periodic transaction report 3 trades View original
May 2, 2024 Periodic transaction report 1 trade View original
Mar 1, 2024 Periodic transaction report 2 trades View original
Feb 15, 2024 Periodic transaction report 5 trades View original
Dec 28, 2023 Periodic transaction report 2 trades View original
Nov 28, 2023 Periodic transaction report 4 trades View original
Nov 1, 2023 Periodic transaction report 64 trades View original
Oct 12, 2023 Periodic transaction report 69 trades View original

From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.