Markwayne Mullin Republican · OK
Senate · former member · serving since 2013 · born July 26, 1977
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Every trade here is a legally required disclosure, not an allegation — timing can be coincidence. Weigh the pattern against the sources linked on each row.
Transactions
559
across 43 filings
Securities traded
118
20 active in 6 months
Disclosed range total
$14,471,559
sum of filed minimums
Trading timeline
Purchases 364 Sales 195
Higher marks are larger filed ranges (log scale). Hover a mark for the detail; click it to open that day's trades. Same-day trades in one band collapse into one mark with a count.
In plain language
Of 559 disclosed trades, 1 was flagged by the site's published rules — 0.2%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · committee window
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, OK | 118th | 2023–2026 | moved to the Senate |
| OK-2 | 113th–117th | 2013–2023 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
No current committee assignments on file (former member).
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Senate Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Indian Affairs | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Energy and Commerce | Member | 2021-03 → 2022-11 |
| 117th | House Permanent Select Committee on Intelligence | Member | 2021-07 → 2022-11 |
| 116th | House Committee on Energy and Commerce | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Energy and Commerce | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Energy and Commerce | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Natural Resources | Member | 2013-03 → 2014-11 |
| 113th | House Committee on Transportation and Infrastructure | Member | 2013-03 → 2014-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 1 | 2 / 1 | $75,001 | 2026-02-25 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 4 / 1 | $75,001 | 2026-02-25 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 1 | 2 / 1 | $32,501 | 2026-02-25 |
| FCFS | FirstCash Holdings, Inc. - Common Stock | Retail & Consumer | 1 | 4 / 3 | $32,501 | 2026-02-04 |
| ADBE | Adobe Systems Inc | Software & IT Services | 1 | 8 / 2 | $32,501 | 2026-02-04 |
| GS | Goldman Sachs Group | Capital Markets | 1 | 10 / 5 | $32,501 | 2026-02-04 |
| LRN | Stride Inc | Education | 1 | 8 / 4 | $32,501 | 2026-02-04 |
| MTZ | Mastec Inc | Construction | 1 | 3 / 3 | $32,501 | 2026-02-04 |
| IRM | Iron Mountain Inc | Investment Funds | 1 | 3 / 3 | $8,001 | 2026-02-04 |
| DELL | Dell Technologies Inc | Technology Hardware | 1 | 3 / 3 | $32,501 | 2026-02-04 |
| CRDO | Credo Technology Group Holding Ltd | Semiconductors | 1 | 3 / 3 | $32,501 | 2026-02-04 |
| COHR | Coherent Corp | Medical Devices | 1 | 3 / 3 | $32,501 | 2026-02-04 |
| AIT | Applied Industrial Technologies | Wholesale | 1 | 3 / 3 | $8,001 | 2026-02-04 |
| VSEC | VSE Corporation - Common Stock | Business Services | 1 | 3 / 0 | $32,501 | 2026-02-04 |
| MPWR | Monolithic Power Systems, Inc. - Common… | Semiconductors | 1 | 3 / 0 | $32,501 | 2026-02-04 |
| MCK | McKesson Corporation Common Stock (MCK) | Wholesale | 1 | 3 / 0 | $32,501 | 2026-02-04 |
| CRS | Carpenter Technology Corporation Common… | Mining & Metals | 1 | 3 / 0 | $32,501 | 2026-02-04 |
| C | Citigroup Inc | Banking | 1 | 3 / 0 | $32,501 | 2026-02-04 |
| APG | APi Group Corporation Common Stock (APG) | Business Services | 1 | 3 / 0 | $32,501 | 2026-02-04 |
| AMKR | Amkor Technology, Inc. - Common Stock | Semiconductors | 1 | 3 / 0 | $32,501 | 2026-02-04 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 3 | 3 / 0 | $215,502 | 2023-09 → 2025-12 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 4 | 4 / 0 | $290,502 | 2023-09 → 2025-12 |
| AXP | American Express Company | Banking | 3 | 3 / 0 | $48,502 | 2023-09 → 2025-12 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 5 | 5 / 0 | $408,003 | 2023-09 → 2025-12 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 8 | 7 / 1 | $278,004 | 2023-09 → 2025-12 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 5 | 4 / 1 | $180,503 | 2023-09 → 2025-12 |
| KO | Coca-Cola Company | Food & Beverage | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| COP | Conocophillips | Oil & Gas | 5 | 4 / 1 | $138,003 | 2023-09 → 2025-12 |
| DE | Deere & Company Common Stock (DE) | Industrials | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| META | Meta Platforms Inc | Software & IT Services | 5 | 5 / 0 | $223,003 | 2023-09 → 2025-12 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 3 | 3 / 0 | $115,502 | 2023-09 → 2025-12 |
| LRCX | Lam Research Corp | Industrials | 7 | 6 / 1 | $288,004 | 2023-09 → 2025-12 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 4 | 4 / 0 | $148,002 | 2023-09 → 2025-12 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 3 | 3 / 0 | $115,502 | 2023-09 → 2025-12 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 5 | 5 / 0 | $665,503 | 2023-09 → 2025-12 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 5 | 5 / 0 | $280,503 | 2023-09 → 2025-12 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| CRM | Salesforce Inc | Software & IT Services | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| COST | Costco Wholesale | Retail & Consumer | 3 | 3 / 0 | $73,002 | 2023-09 → 2025-12 |
| IQV | Iqvia Holdings Inc | Business Services | 3 | 3 / 0 | $97,502 | 2024-08 → 2025-12 |
| COF | Capital One Financial Corporation Commo… | Banking | 3 | 3 / 0 | $182,502 | 2025-03 → 2025-12 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 2 | 2 / 0 | $40,501 | 2025-09 → 2025-12 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 2 | 2 / 0 | $107,501 | 2025-09 → 2025-12 |
| PRMB | Primo Water Corp | Food & Beverage | 6 | 3 / 3 | $97,003 | 2025-01 → 2025-12 |
| CSX | CSX Corporation - Common Stock | Transportation | 5 | 3 / 2 | $138,003 | 2023-09 → 2025-11 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 12 | 7 / 5 | $236,506 | 2023-09 → 2025-11 |
| PNR | Pentair plc. Ordinary Share | Industrials | 1 | 1 / 0 | $32,501 | 2025-11 → 2025-11 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-11 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-11 |
| FI | Fiserv Inc | — | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-11 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 2 | 1 / 1 | $107,501 | 2023-09 → 2025-11 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 5 | 3 / 2 | $138,003 | 2023-09 → 2025-09 |
| ACN | Accenture Plc | Business Services | 2 | 1 / 1 | $107,501 | 2025-02 → 2025-09 |
| IHF | iShares U.S. Health Care Providers ETF | — | 1 | 0 / 1 | $32,501 | 2025-09 → 2025-09 |
| WAB | Wabtec Corp | Industrials | 6 | 3 / 3 | $146,003 | 2025-01 → 2025-09 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 4 | 3 / 1 | $172,502 | 2023-09 → 2025-05 |
| VLO | Valero Energy Corp | Oil & Gas | 3 | 2 / 1 | $225,002 | 2023-09 → 2025-05 |
| LHX | L3Harris Technologies Inc | Medical Devices | 2 | 2 / 0 | $65,001 | 2025-02 → 2025-05 |
| LPLA | Lpl Financial Holdings | Capital Markets | 2 | 2 / 0 | $107,501 | 2025-02 → 2025-05 |
| SPY | SPDR S&P 500 | — | 1 | 0 / 1 | $750,001 | 2025-05 → 2025-05 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 5 | 4 / 1 | $180,503 | 2023-09 → 2025-02 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-02 |
| DHR | Danaher Corp | Medical Devices | 2 | 1 / 1 | $65,001 | 2023-09 → 2025-02 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-02 |
| TJX | TJX Companies | Retail & Consumer | 2 | 2 / 0 | $65,001 | 2024-08 → 2025-02 |
| VAW | Materials ETF Vanguard | — | 1 | 0 / 1 | $175,001 | 2025-02 → 2025-02 |
| PM | Philip Morris International Inc | Food & Beverage | 1 | 1 / 0 | $32,501 | 2025-02 → 2025-02 |
| BRK | Bershire Hathaway Cdr [Cad Hedged] | — | 1 | 0 / 1 | $32,501 | 2025-02 → 2025-02 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $81,002 | 2023-09 → 2025-01 |
| IEFA | iShares Core MSCI EAFE ETF | — | 2 | 1 / 1 | $207,501 | 2024-11 → 2025-01 |
| EZU | Eurozone Ishares MSCI ETF | — | 2 | 1 / 1 | $207,501 | 2024-11 → 2025-01 |
| PDBC | Invesco Optimum Yield Diversified Commo… | — | 3 | 2 / 1 | $782,502 | 2024-10 → 2024-12 |
| PCLPX | Pimco Commoditiesplus Strategy Fund Cla… | — | 3 | 1 / 2 | $440,002 | 2024-11 → 2024-12 |
| IEMG | iShares Core MSCI Emerging Markets ETF | — | 2 | 2 / 0 | $83,001 | 2024-11 → 2024-12 |
| VNQ | Vanguard Real Estate ETF | — | 1 | 1 / 0 | $8,001 | 2024-12 → 2024-12 |
| CFSSX | Column Small Cap Select Fund | — | 1 | 1 / 0 | $175,001 | 2024-12 → 2024-12 |
| GICIX | Goldman Sachs Intl Small Cap Insights F… | — | 1 | 1 / 0 | $75,001 | 2024-12 → 2024-12 |
| SFM | Sprouts Farmers Market, Inc. - Common S… | Retail & Consumer | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. -… | Retail & Consumer | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| FRPT | Freshpet, Inc. - Common Stock | Food & Beverage | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 6 | 4 / 2 | $72,503 | 2024-01 → 2024-12 |
| ELF | E.L.F. Beauty Inc | Chemicals | 6 | 4 / 2 | $48,003 | 2024-01 → 2024-12 |
| CYBR | CyberArk Software Ltd. - Ordinary Shares | — | 6 | 4 / 2 | $72,503 | 2024-01 → 2024-12 |
| BMI | Badger Meter, Inc. Common Stock | Medical Devices | 6 | 4 / 2 | $72,503 | 2024-01 → 2024-12 |
| AXON | Axon Enterprise Inc | Defense & Aerospace | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-12 |
| HIYS | Invesco Actively Managed Exchange-Trade… | — | 1 | 1 / 0 | $375,001 | 2024-10 → 2024-10 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-08 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-08 |
| IWB | Russell 1000 Ishares ETF | — | 3 | 0 / 3 | $1,000,002 | 2024-05 → 2024-06 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-06 |
| NKE | Nike Inc | Materials | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-06 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 1 | 1 / 0 | $32,501 | 2024-06 → 2024-06 |
| SHOP | Shopify Inc | Software & IT Services | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| PYPL | Paypal Holdings | Business Services | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| PODD | Insulet Corp | Medical Devices | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| INST | Instructure Holdings Inc | — | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| HUBB | Hubbell Inc Common Stock | Electronics | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| FN | Fabrinet | Electronics | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| EXLS | ExlService Holdings, Inc. - Common Stock | Business Services | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| CTVA | Corteva Inc | Agriculture | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| CELH | Celsius Holdings Inc | Food & Beverage | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| VLTO | Veralto Corp Common Stock (VLTO) | Medical Devices | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| BLK | Blackrock Inc | Capital Markets | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| EMR | Emerson Electric Company | Electronics | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| PG | Procter & Gamble Company (PG) | Chemicals | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| V | Visa Inc. (V) | Business Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 1 | 1 / 0 | $75,001 | 2023-09 → 2023-09 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | -13.9% | 20 | $710,510 |
| 2025 | -6.0% | 114 | $6,015,557 |
| 2024 | +3.9% | 69 | $1,488,035 |
| 2023 | +1.8% | 130 | $2,649,065 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-02-25 | INTU | Intuit Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2026-02-25 | AZO | AutoZone, Inc. Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2026-02-25 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | buy | $50,001 – $100,000 | joint | record |
| 2026-02-04 | ADBE | Adobe Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | AIT | Applied Industrial Technologies, Inc. Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2026-02-04 | AMKR | Amkor Technology, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | APG | APi Group Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | C | Citigroup, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | COHR | Coherent Corp. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2026-02-04 | CRDO | Credo Technology Group Holding Ltd - Ordinary Shares | sell | $15,001 – $50,000 | joint | record |
| 2026-02-04 | CRS | Carpenter Technology Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | DELL | Dell Technologies Inc. Class C Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2026-02-04 | FCFS | FirstCash Holdings, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | GS | Goldman Sachs Group, Inc. (The) Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2026-02-04 | IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT | sell | $1,001 – $15,000 | joint | record |
| 2026-02-04 | LRN | Stride, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | MCK | McKesson Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | MPWR | Monolithic Power Systems, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-02-04 | MTZ | MasTec, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2026-02-04 | VSEC | VSE Corporation - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2026-01-21 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sell | $1,001 – $15,000 | joint | record |
| 2026-01-20 | — | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | sell | $50,001 – $100,000 | joint | record |
| 2026-01-20 | — | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 | sell | $50,001 – $100,000 | joint | record |
| 2026-01-20 | — | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 | sell | $50,001 – $100,000 | joint | record |
| 2026-01-20 | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sell | $1,001 – $15,000 | joint | record |
| 2026-01-20 | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 | sell | $1,001 – $15,000 | joint | record |
| 2026-01-20 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | sell | $50,001 – $100,000 | joint | record |
| 2026-01-20 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | sell | $1,001 – $15,000 | joint | record |
| 2026-01-20 | — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | sell | $15,001 – $50,000 | joint | record |
| 2026-01-20 | — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sell | $1,001 – $15,000 | joint | record |
| 2026-01-20 | — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 | sell | $50,001 – $100,000 | joint | record |
| 2026-01-05 | ADBE | Adobe Inc. - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | AMKR | Amkor Technology, Inc. - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | APG | APi Group Corporation Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | C | Citigroup Inc | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | CRS | Carpenter Technology Corporation Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | FCFS | FirstCash Holdings, Inc. - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | LRN | Stride, Inc. Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | MCK | McKesson Corporation Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | MPWR | Monolithic Power Systems, Inc. - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | VSEC | VSE Corporation - Common Stock | buy | $15,001 – $50,000 | self | record |
| 2026-01-05 | ADBE | Adobe Inc. - Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | AMKR | Amkor Technology, Inc. - Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | APG | APi Group Corporation Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | C | Citigroup Inc | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | CRS | Carpenter Technology Corporation Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | FCFS | FirstCash Holdings, Inc. - Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | LRN | Stride, Inc. Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | MCK | McKesson Corporation Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | MPWR | Monolithic Power Systems, Inc. - Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2026-01-05 | VSEC | VSE Corporation - Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2025-12-29 | COP | ConocoPhillips Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | NOW | ServiceNow, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | INTU | Intuit Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | HD | Home Depot, Inc. (The) Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | ISRG | Intuitive Surgical, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | COST | Costco Wholesale Corporation - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | AMAT | Applied Materials, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | HLT | Hilton Worldwide Holdings Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | MA | Mastercard Incorporated Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-12-29 | META | Meta Platforms, Inc. - Class A Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-12-29 | AAPL | Apple Inc. - Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2025-12-29 | CVX | Chevron Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | AXP | American Express Company Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-12-29 | ELV | Elevance Health, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | IQV | IQVIA Holdings, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | CRM | Salesforce, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | NVDA | NVIDIA Corporation - Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2025-12-29 | AMZN | Amazon.com, Inc. - Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2025-12-29 | KO | Coca-Cola Company (The) Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | LRCX | Lam Research Corporation - Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-12-29 | GS | Goldman Sachs Group, Inc. (The) Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | MSFT | Microsoft Corporation - Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2025-12-29 | BSX | Boston Scientific Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | DE | Deere & Company Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | ICE | Intercontinental Exchange Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | GOOGL | Alphabet Inc. - Class A Common Stock | buy | $100,001 – $250,000 | joint | record |
| 2025-12-29 | RTX | RTX Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | COF | Capital One Financial Corporation Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-12-29 | JPM | JP Morgan Chase & Co. Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-12-29 | LLY | Eli Lilly and Company Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-29 | CAT | Caterpillar, Inc. Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-12-18 | AIT | Applied Industrial Technologies, Inc. Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | COHR | Coherent Corp. Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | CRDO | Credo Technology Group Holding Ltd | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | DELL | Dell Technologies Inc. Class C Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | GS | Goldman Sachs Group, Inc. (The) Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | IRM | Iron Mountain Inc | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | LRN | Stride, Inc. Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-12-18 | MTZ | MasTec, Inc. Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2025-12-18 | PRMB | Primo Brands Corporation Class A Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2025-12-18 | AIT | Applied Industrial Technologies, Inc. Common Stock | sell | $15,001 – $50,000 | self | record |
| 2025-12-18 | COHR | Coherent Corp. - Common Stock | sell | $15,001 – $50,000 | self | record |
| 2025-12-18 | CRDO | Credo Technology Group Holding Ltd | sell | $15,001 – $50,000 | self | record |
| 2025-12-18 | DELL | Dell Technologies Inc. Class C Common Stock | sell | $15,001 – $50,000 | self | record |
| 2025-12-18 | GS | Goldman Sachs Group, Inc. (The) Common Stock | sell | $15,001 – $50,000 | self | record |
| 2025-12-18 | IRM | Iron Mountain Inc | sell | $1,001 – $15,000 | self | record |
| 2025-12-18 | LRN | Stride, Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2025-12-18 | MTZ | MasTec, Inc. Common Stock | sell | $15,001 – $50,000 | self | record |
| 2025-12-18 | PRMB | Primo Brands Corp | sell | $1,001 – $15,000 | self | record |
| 2025-12-17 | PRMB | Primo Brands Corporation Class A Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2025-12-03 | — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 | buy | $50,001 – $100,000 | joint | record |
| 2025-11-10 | PNR | Pentair plc. Ordinary Share | buy | $15,001 – $50,000 | joint | record |
| 2025-11-10 | ZTS | Zoetis Inc. Class A Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-11-10 | CSX | CSX Corporation - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-11-10 | COF | Capital One Financial Corporation Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-11-03 | TMUS | T-Mobile US, Inc. - Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2025-11-03 | BRK.B | Berkshire Hathaway Cl B | sell | $15,001 – $50,000 | joint | record |
| 2025-11-03 | MSFT | Microsoft Corp | buy | $250,001 – $500,000 | joint | record |
| 2025-11-03 | CMG | Chipotle Mexican Grill, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-11-03 | FI | Fiserv Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | IHF | iShares U.S. Health Care Providers ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | TXN | Texas Instruments Incorporated - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | ISRG | Intuitive Surgical, Inc. - Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-09-24 | ACN | Accenture Plc | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | INTU | Intuit Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-09-24 | NOW | ServiceNow, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-09-24 | UNH | Unitedhealth Group Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-09-24 | ADBE | Adobe Systems Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-09-23 | WAB | Wabtec Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | WAB | Wabtec Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-09-23 | WAB | Wabtec Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-09 | — | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 | buy | $50,001 – $100,000 | joint | record |
| 2025-08-01 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-18 | — | Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 | buy | $50,001 – $100,000 | joint | record |
| 2025-06-16 | — | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 | sell | $50,001 – $100,000 | joint | record |
| 2025-05-13 | ZTS | Zoetis Inc. Class A Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-05-13 | VLO | Valero Energy Corp | buy | $50,001 – $100,000 | joint | record |
| 2025-05-13 | TMO | Thermo Fisher Scientific Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | TXN | Texas Instruments | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | SPY | SPDR S&P 500 | sell | $500,001 – $1,000,000 | joint | record |
| 2025-05-13 | LRCX | Lam Research Corp | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | LHX | L3Harris Technologies Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | LPLA | Lpl Financial Holdings | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | COP | Conocophillips | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | CVX | Chevron Corp | buy | $50,001 – $100,000 | joint | record |
| 2025-05-13 | CSX | CSX Corp | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | AMAT | Applied Materials, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | ADBE | Adobe Systems Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-04-08 | CSX | CSX Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | AMAT | Applied Materials | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | ADBE | Adobe Systems Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | LRCX | Lam Research Corp | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | CVX | Chevron Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | ZTS | Zoetis Inc Cl A | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | VLO | Valero Energy Corp | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | TXN | Texas Instruments | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | TMO | Thermo Fisher Scientific Inc | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | COP | Conocophillips | sell | $15,001 – $50,000 | joint | record |
| 2025-03-19 | COF | Capital One Financial Corp | buy | $15,001 – $50,000 | joint | record |
| 2025-02-19 | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | buy | $50,001 – $100,000 | joint | record |
| 2025-02-19 | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | buy | $50,001 – $100,000 | joint | record |
| 2025-02-19 | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | BRK | Bershire Hathaway Cdr [Cad Hedged] | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | PM | Philip Morris International Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | HON | Honeywell International Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | DHR | Danaher Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | AMZN | Amazon.com Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | MSFT | Microsoft Corp | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | AMD | Adv Micro Devices | sell | $50,001 – $100,000 | joint | record |
| 2025-02-13 | TJX | TJX Companies | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | IQV | Iqvia Holdings Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | ACN | Accenture Plc | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | LPLA | Lpl Financial Holdings | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | STZ | Constellation Brands Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | LHX | L3Harris Technologies Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | VAW | Materials ETF Vanguard | sell | $100,001 – $250,000 | joint | record |
| 2025-02-03 | AIT | Applied Industrial Technologies | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | COHR | Coherent Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | CRDO | Credo Technology Group Holding Ltd | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | DELL | Dell Technologies Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | GS | Goldman Sachs Group | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | IRM | Iron Mountain Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | LRN | Stride Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | MTZ | Mastec Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | PRMB | Primo Water Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | WAB | Wabtec Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-01-08 | EZU | Eurozone Ishares MSCI ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | IEFA | iShares Core MSCI EAFE ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | ABT | Abbott Laboratories | sell | $1,001 – $15,000 | joint | record |
| 2025-01-08 | — | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | sell | $1,001 – $15,000 | joint | record |
| 2025-01-02 | AIT | Applied Industrial Technologies, Inc. Common Stock | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | COHR | Coherent Corp | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | CRDO | Credo Technology Group Holding Ltd | buy | $15,001 – $50,000 | self | record |