John Boozman Republican · AR
Senate · in office · serving since 2001 · born December 10, 1950
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Transactions
281
across 40 filings
Securities traded
99
0 active in 6 months
Disclosed range total
$561,281
sum of filed minimums
In plain language
Of 281 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
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, AR | 112th–118th | 2011–2029 | moved to the Senate |
| AR-3 | 107th–111th | 2001–2011 | 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
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| Commission on Security and Cooperation in Europe | Member | 2 | majority | record |
| Senate Committee on Agriculture, Nutrition, and Forestry | Chairman | 1 | majority | record |
| Senate Committee on Appropriations | Member | 6 | majority | record |
| Senate Committee on Environment and Public Works | Member | 8 | majority | record |
| Senate Committee on Rules and Administration | Member | 9 | majority | record |
| Senate Committee on Veterans' Affairs | Member | 2 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Commission on Security and Cooperation in Europe | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Agriculture, Nutrition, and Forestry | Ranking Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Veterans' Affairs | Member | 2023-02 → 2024-11 |
| 117th | Commission on Security and Cooperation in Europe | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Agriculture, Nutrition, and Forestry | Ranking Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Appropriations | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Environment and Public Works | Member | 2021-01 → 2022-11 |
| 117th | Senate Committee on Veterans' Affairs | Member | 2021-01 → 2022-11 |
| 116th | Commission on Security and Cooperation in Europe | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Appropriations | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Environment and Public Works | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on the Budget | Member | 2019-01 → 2019-01 |
| 116th | Senate Committee on Veterans' Affairs | Member | 2019-01 → 2020-12 |
| 115th | Commission on Security and Cooperation in Europe | Member | 2017-01 → 2018-12 |
| 115th | Joint Committee on Printing | Member | 2017-01 → 2017-03 |
| 115th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Appropriations | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Environment and Public Works | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on the Budget | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Veterans' Affairs | Member | 2017-01 → 2018-12 |
| 114th | Commission on Security and Cooperation in Europe | Member | 2015-02 → 2016-12 |
| 114th | Joint Committee on Printing | Member | 2015-07 → 2016-12 |
| 114th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Appropriations | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Environment and Public Works | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Rules and Administration | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Veterans' Affairs | Member | 2015-02 → 2016-12 |
| 113th | Commission on Security and Cooperation in Europe | Member | 2013-06 → 2014-11 |
| 113th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Appropriations | Member | 2013-02 → 2014-11 |
| 113th | Senate Committee on Commerce, Science, and Transportation | Member | 2013-01 → 2013-01 |
| 113th | Senate Committee on Environment and Public Works | Member | 2013-01 → 2014-11 |
| 113th | Senate Committee on Veterans' Affairs | Member | 2013-01 → 2014-11 |
| 112th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Commerce, Science, and Transportation | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Environment and Public Works | Member | 2012-11 → 2012-11 |
| 112th | Senate Committee on Veterans' Affairs | Member | 2012-11 → 2012-11 |
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
No transactions disclosed in the last 6 months.
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 |
|---|---|---|---|---|---|---|
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 1 | 0 / 1 | $8,001 | 2025-11 → 2025-11 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 6 | 3 / 3 | $72,503 | 2024-06 → 2025-11 |
| MDY | S&P Midcap 400 SPDR | — | 4 | 1 / 3 | $32,002 | 2024-06 → 2025-11 |
| EIPI | First Trust Exchange-Traded Fund VIII F… | — | 2 | 1 / 1 | $40,501 | 2025-10 → 2025-11 |
| IVV | iShares Core S&P 500 ETF | — | 5 | 1 / 4 | $40,003 | 2024-07 → 2025-11 |
| FTGC | First Trust Global Tactical Commodity S… | — | 5 | 3 / 2 | $64,503 | 2024-09 → 2025-11 |
| VNQI | Vanguard Global ex-U.S. Real Estate ETF | — | 3 | 1 / 2 | $24,002 | 2024-09 → 2025-11 |
| TPYP | Tortoise North Amer Pipeline Fund | — | 3 | 0 / 3 | $48,502 | 2024-09 → 2025-11 |
| IWM | iShares Russell 2000 ETF | — | 3 | 1 / 2 | $24,002 | 2024-10 → 2025-11 |
| MBB | iShares MBS ETF | — | 5 | 4 / 1 | $40,003 | 2023-11 → 2025-11 |
| JMBS | Janus Henderson Mortgage-Backed Securit… | — | 7 | 6 / 1 | $56,004 | 2023-11 → 2025-11 |
| GIGB | Goldman Sachs Access Investment Grade C… | — | 7 | 4 / 3 | $56,004 | 2023-11 → 2025-11 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2025-08 → 2025-11 |
| CMBS | iShares CMBS Bond ETF | — | 6 | 3 / 3 | $48,003 | 2023-11 → 2025-11 |
| PYPL | Paypal Holdings | Business Services | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| WWSYX | Westwood Smallcap Fund Class Y | — | 3 | 2 / 1 | $24,002 | 2024-09 → 2025-11 |
| RNWAX | American Funds - New World Fund Inc Cla… | — | 1 | 0 / 1 | $8,001 | 2025-11 → 2025-11 |
| EFA | iShares MSCI EAFE ETF | — | 6 | 0 / 6 | $97,003 | 2024-04 → 2025-11 |
| GEM | Goldman Sachs ActiveBeta Emerging Marke… | — | 4 | 2 / 2 | $32,002 | 2024-06 → 2025-11 |
| CRM | Salesforce Inc | Software & IT Services | 3 | 1 / 2 | $24,002 | 2025-01 → 2025-11 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 5 | 5 / 0 | $40,003 | 2025-02 → 2025-11 |
| META | Meta Platforms Inc | Software & IT Services | 7 | 7 / 0 | $56,004 | 2025-04 → 2025-11 |
| ANET | Arista Networks, Inc. Common Stock (ANE… | Technology Hardware | 1 | 1 / 0 | $8,001 | 2025-11 → 2025-11 |
| VWO | Vanguard FTSE Emerging Markets ETF | — | 2 | 1 / 1 | $16,001 | 2024-11 → 2025-11 |
| AAXJ | iShares MSCI All Country Asia ex Japan … | — | 2 | 1 / 1 | $16,001 | 2024-11 → 2025-11 |
| OMC | Omnicom Group Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-10 → 2025-10 |
| COLPAL | COLGATE PALMOLIVE LTD. | — | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-10 |
| COST | Costco Wholesale | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2025-10 → 2025-10 |
| LITP | Sprott Lithium Miners ETF | — | 2 | 1 / 1 | $16,001 | 2025-02 → 2025-10 |
| SLV | iShares Silver Trust | — | 2 | 0 / 2 | $16,001 | 2025-08 → 2025-10 |
| EMLP | First Trust North American Energy Infra… | — | 4 | 0 / 4 | $56,502 | 2024-09 → 2025-10 |
| URNM | Sprott Uranium Miners ETF | — | 3 | 1 / 2 | $24,002 | 2025-02 → 2025-10 |
| IQV | Iqvia Holdings Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-10 → 2025-10 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 5 | 5 / 0 | $64,503 | 2024-07 → 2025-09 |
| MU | Micron Technology | Semiconductors | 4 | 0 / 4 | $32,002 | 2025-06 → 2025-09 |
| GBIL | Goldman Sachs Access Treasury 0-1 Year … | — | 4 | 0 / 4 | $32,002 | 2023-11 → 2025-09 |
| AGZ | iShares Agency Bond ETF | — | 4 | 2 / 2 | $32,002 | 2023-11 → 2025-09 |
| TLT | iShares 20+ Year Treasury Bond ETF | — | 6 | 4 / 2 | $72,503 | 2023-11 → 2025-09 |
| SCHP | Schwab U.S. TIPS ETF | — | 5 | 4 / 1 | $40,003 | 2024-02 → 2025-09 |
| IEI | iShares 3-7 Year Treasury Bond ETF | — | 3 | 3 / 0 | $48,502 | 2024-09 → 2025-09 |
| IEF | iShares 7-10 Year Treasury Bond ETF | — | 5 | 3 / 2 | $64,503 | 2024-02 → 2025-09 |
| SHY | iShares 1-3 Year Treasury Bond ETF | — | 7 | 4 / 3 | $56,004 | 2023-11 → 2025-09 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-09 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 1 | 1 / 0 | $8,001 | 2025-09 → 2025-09 |
| ADBE | Adobe Systems Inc | Software & IT Services | 1 | 1 / 0 | $8,001 | 2025-09 → 2025-09 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 5 | 5 / 0 | $40,003 | 2025-01 → 2025-08 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2025-08 → 2025-08 |
| RNWGX | New World Fund Inc. Cl R-6 | — | 3 | 3 / 0 | $73,002 | 2025-08 → 2025-08 |
| EMRZX | Emerging Markets Fund Class Z | — | 3 | 0 / 3 | $73,002 | 2025-08 → 2025-08 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 1 | 1 / 0 | $8,001 | 2025-08 → 2025-08 |
| TLH | iShares 10-20 Year Treasury Bond ETF | — | 5 | 5 / 0 | $40,003 | 2023-11 → 2025-08 |
| TBLL | Invesco Short Term Treasury ETF | — | 9 | 7 / 2 | $121,005 | 2024-09 → 2025-08 |
| PALL | abrdn Physical Palladium Shares ETF | Capital Markets | 5 | 4 / 1 | $40,003 | 2023-12 → 2025-08 |
| PPLT | abrdn Physical Platinum Shares ETF | — | 3 | 2 / 1 | $24,002 | 2023-12 → 2025-08 |
| GD | General Dynamics Corp | Industrials | 2 | 0 / 2 | $16,001 | 2025-05 → 2025-07 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 1 | 0 / 1 | $8,001 | 2025-07 → 2025-07 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2025-07 → 2025-07 |
| GE | General Electric Company | Electronics | 1 | 1 / 0 | $8,001 | 2025-07 → 2025-07 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 3 | 0 / 3 | $24,002 | 2025-02 → 2025-07 |
| HYG | iShares iBoxx $ High Yield Corporate Bo… | — | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-07 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 3 | 3 / 0 | $24,002 | 2025-04 → 2025-06 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 2 | 1 / 1 | $16,001 | 2025-04 → 2025-06 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 2 | 2 / 0 | $16,001 | 2025-05 → 2025-05 |
| FBIN | Fortune Brands Innovations Inc | Materials | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| DTE | Dte Energy Company | Utilities | 2 | 0 / 2 | $16,001 | 2025-03 → 2025-05 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 4 | 4 / 0 | $32,002 | 2025-05 → 2025-05 |
| ATO | Atmos Energy Corp | Utilities | 2 | 2 / 0 | $16,001 | 2025-05 → 2025-05 |
| LOW | Lowe's Companies | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| NRG | NRG Energy | — | 2 | 1 / 1 | $16,001 | 2025-01 → 2025-05 |
| VLO | Valero Energy Corp | Oil & Gas | 1 | 0 / 1 | $8,001 | 2025-05 → 2025-05 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 5 | 5 / 0 | $40,003 | 2024-06 → 2025-04 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 4 | 2 / 2 | $32,002 | 2024-03 → 2025-04 |
| LRCX | Lam Research Corp | Industrials | 5 | 0 / 5 | $40,003 | 2023-12 → 2025-04 |
| GILD | Gilead Sciences Inc | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2025-04 → 2025-04 |
| BAC | Bank of America Corp | Banking | 2 | 0 / 2 | $16,001 | 2025-02 → 2025-04 |
| IVW | iShares S&P 500 Growth ETF | — | 6 | 0 / 6 | $48,003 | 2024-05 → 2025-04 |
| AXP | American Express Company | Banking | 2 | 2 / 0 | $16,001 | 2025-02 → 2025-02 |
| ECL | Ecolab Inc | Chemicals | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| MSI | Motorola Solutions | Electronics | 2 | 2 / 0 | $16,001 | 2024-07 → 2025-02 |
| DIS | Walt Disney Company | Media & Entertainment | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 1 | 1 / 0 | $8,001 | 2025-02 → 2025-02 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2023-12 → 2025-02 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 2 / 0 | $16,001 | 2025-01 → 2025-02 |
| QSR | Restaurant Brands International | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2025-02 → 2025-02 |
| HPQ | HP Inc | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| SPY | SPDR S&P 500 | — | 3 | 2 / 1 | $24,002 | 2024-06 → 2025-01 |
| QQQ | Invesco QQQ Trust, Series 1 | — | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| CSCO | Cisco Systems Inc | Technology Hardware | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| EBAY | Ebay Inc | Business Services | 1 | 0 / 1 | $8,001 | 2025-01 → 2025-01 |
| SWKS | Skyworks Solutions, Inc. - Common Stock | Semiconductors | 1 | 0 / 1 | $8,001 | 2024-11 → 2024-11 |
| BBEU | JPMorgan BetaBuilders Europe ETF | — | 2 | 1 / 1 | $40,501 | 2023-08 → 2024-11 |
| FI | Fiserv Inc | — | 1 | 0 / 1 | $8,001 | 2024-09 → 2024-09 |
| DALCX | Dean Mid Cap Value Fund No-Load | — | 1 | 1 / 0 | $8,001 | 2024-06 → 2024-06 |
| NMVZX | Nuance Mid Cap Value Fund Z Class | — | 2 | 1 / 1 | $16,001 | 2024-06 → 2024-06 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 0 / 1 | $8,001 | 2024-06 → 2024-06 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | — | 1 | 1 / 0 | $32,501 | 2024-04 → 2024-04 |
| HES | Hess Corp | — | 1 | 0 / 1 | $8,001 | 2024-03 → 2024-03 |
| AES | The Aes Corp | Utilities | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| FEP | First Trust Europe AlphaDEX Fund | — | 1 | 0 / 1 | $32,501 | 2023-08 → 2023-08 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | +0.6% | 104 | $856,552 |
| 2024 | +2.3% | 21 | $241,511 |
| 2023 | +0.3% | 7 | $56,004 |
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 |
|---|---|---|---|---|---|---|
| 2025-11-21 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | FTGC | First Trust Global Tactical Commodity Strategy Fun | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | FISV | Fiserv Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | IWM | iShares Russell 2000 ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | IVV | iShares Core S&P 500 ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | LLY | Eli Lilly and Company | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | TPYP | Tortoise North Amer Pipeline Fund | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | VEA | Vanguard FTSE Developed Markets ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-21 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | MBB | iShares MBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | CMBS | iShares CMBS Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | PYPL | Paypal Holdings | buy | $1,001 – $15,000 | joint | record |
| 2025-11-21 | MDY | S&P Midcap 400 SPDR | buy | $1,001 – $15,000 | joint | record |
| 2025-11-20 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | sell | $1,001 – $15,000 | joint | record |
| 2025-11-20 | EFA | iShares MSCI EAFE ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-20 | RNWAX | American Funds - New World Fund Inc Class R-1 Sh | sell | $1,001 – $15,000 | joint | record |
| 2025-11-20 | WWSYX | Westwood Smallcap Fund Class Y | buy | $1,001 – $15,000 | joint | record |
| 2025-11-13 | CRM | Salesforce Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-11-13 | AMZN | Amazon.com Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-11-13 | ANET | Arista Networks Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-11-13 | META | META | buy | $1,001 – $15,000 | joint | record |
| 2025-11-06 | AAXJ | iShares MSCI All Country Asia ex Japan ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-11-06 | VWO | Vanguard FTSE Emerging Markets ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-06 | VEA | Vanguard FTSE Developed Markets ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-11-03 | TPYP | Tortoise North American Pipeline ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-10-31 | OMC | Omnicom Group Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-10-31 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-10-09 | COLPAL | COLGATE PALMOLIVE LTD. | sell | $1,001 – $15,000 | joint | record |
| 2025-10-09 | COST | Costco Wholesale | buy | $1,001 – $15,000 | joint | record |
| 2025-10-03 | EMLP | First Trust North American Energy Infrastructure F | sell | $15,001 – $50,000 | joint | record |
| 2025-10-03 | SLV | iShares Silver Trust | sell | $1,001 – $15,000 | joint | record |
| 2025-10-03 | LITP | Sprott Lithium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-10-03 | URNM | Sprott Uranium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-10-03 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | buy | $15,001 – $50,000 | joint | record |
| 2025-10-03 | FTGC | First Trust Global Tactical Commodity Strategy Fun | buy | $1,001 – $15,000 | joint | record |
| 2025-10-02 | IQV | Iqvia Holdings Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-09-17 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2025-09-17 | GOOGL | Alphabet Cl A | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | AGZ | iShares Agency Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | MBB | iShares MBS ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | TLT | iShares 20+ Year Treasury Bond ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-09-16 | CMBS | iShares CMBS Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-09-16 | IEI | iShares 3-7 Year Treasury Bond ETF | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | SHY | iShares 1-3 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-09-16 | IEF | iShares 7-10 Year Treasury Bond ETF | buy | $15,001 – $50,000 | joint | record |
| 2025-09-16 | SCHP | Schwab U.S. TIPS ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-09-12 | ORCL | Oracle Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-09-12 | ETN | Eaton Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-09-04 | ADBE | Adobe Systems Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-08-22 | ABBV | Abbvie Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-08-22 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2025-08-22 | LLY | Eli Lilly and Company | buy | $1,001 – $15,000 | joint | record |
| 2025-08-22 | NVDA | Nvidia Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-08-14 | EMRZX | Emerging Markets Fund Class Z | sell | $15,001 – $50,000 | joint | record |
| 2025-08-14 | RNWGX | New World Fund Inc. Cl R-6 | buy | $15,001 – $50,000 | joint | record |
| 2025-08-11 | ABBV | Abbvie Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-08-11 | LLY | Eli Lilly and Company | buy | $1,001 – $15,000 | joint | record |
| 2025-08-07 | EMRZX | Emerging Markets Fund Class Z | sell | $15,001 – $50,000 | joint | record |
| 2025-08-07 | AMD | Advanced Micro Devices, Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-08-07 | RNWGX | New World Fund Inc. Cl R-6 | buy | $15,001 – $50,000 | joint | record |
| 2025-08-01 | PALL | abrdn Physical Palladium Shares ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | PPLT | abrdn Physical Platinum Shares ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | EMLP | First Trust North American Energy Infrastructure F | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | TBLL | Invesco Short Term Treasury ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-08-01 | SLV | iShares Silver Trust | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | EFA | iShares MSCI EAFE ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | IVV | iShares Core S&P 500 ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | URNM | Sprott Uranium Miners ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | EMRZX | Emerging Markets Fund Class Z | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | VEA | Vanguard FTSE Developed Markets ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-08-01 | WWSYX | Westwood Smallcap Fund Class Y | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | AGZ | iShares Agency Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | MBB | iShares MBS ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | TLT | iShares 20+ Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | IEI | iShares 3-7 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | CMBS | iShares CMBS Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | TLH | iShares 10-20 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | SHY | iShares 1-3 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | IEF | iShares 7-10 Year Treasury Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | IWM | iShares Russell 2000 ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | RNWGX | New World Fund Inc. Cl R-6 | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | SCHP | Schwab U.S. TIPS ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-08-01 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-07-31 | GD | General Dynamics Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-07-31 | MDLZ | Mondelez Intl Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-07-31 | GE | General Electric Company | buy | $1,001 – $15,000 | joint | record |
| 2025-07-31 | WMT | Walmart Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-07-24 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | joint | record |
| 2025-07-24 | — | BRK-B - Berkshire Hathaway Inc Class B | buy | $1,001 – $15,000 | joint | record |
| 2025-07-08 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-07-08 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | buy | $1,001 – $15,000 | joint | record |
| 2025-07-01 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2025-06-11 | MU | Micron Technology | sell | $1,001 – $15,000 | joint | record |
| 2025-06-11 | UNH | Unitedhealth Group Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-06-11 | AVGO | Broadcom Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-06-11 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-05-30 | FBIN | Fortune Brands Innovations Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-05-30 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-05-30 | RTX | Raytheon Technologies Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-05-30 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-05-30 | RTX | Raytheon Technologies Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-05-20 | DTE | Dte Energy Company | sell | $1,001 – $15,000 | joint | record |
| 2025-05-20 | GD | General Dynamics Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-05-20 | LOW | Lowe's Companies | sell | $1,001 – $15,000 | joint | record |
| 2025-05-20 | NRG | NRG Energy | sell | $1,001 – $15,000 | joint | record |
| 2025-05-20 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | joint | record |
| 2025-05-20 | ATO | Atmos Energy Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-05-20 | HD | Home Depot | buy | $1,001 – $15,000 | joint | record |
| 2025-05-20 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | joint | record |
| 2025-05-20 | ATO | Atmos Energy Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-05-20 | HD | Home Depot | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | TBLL | Invesco Short Term Treasury ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-05-16 | AMZN | Amazon.com Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | HD | Home Depot | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | AMZN | Amazon.com Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | HD | Home Depot | buy | $1,001 – $15,000 | joint | record |
| 2025-05-16 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-05-13 | VLO | Valero Energy Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-05-13 | — | Broadcom Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-05-13 | NVDA | Nvidia Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-05-13 | AVGO | Broadcom Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-05-13 | NVDA | Nvidia Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-04-22 | CRM | Salesforce Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-04-22 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-04-16 | AMAT | Applied Materials | sell | $1,001 – $15,000 | joint | record |
| 2025-04-16 | GILD | Gilead Sciences Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-04-16 | LRCX | Lam Research Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-04-16 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-04-16 | ORCL | Oracle Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-04-16 | UNH | Unitedhealth Group Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-04-15 | BAC | Bank of America Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-04-15 | META | Meta Platforms Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-04-09 | SHY | iShares 1-3 Year Treasury Bond ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-04-09 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-04-08 | IVW | iShares S&P 500 Growth ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-04-08 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | joint | record |
| 2025-04-08 | AVGO | Broadcom Inc. - Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-04-08 | FTGC | First Trust Global Tactical Commodity Strategy Fun | buy | $1,001 – $15,000 | joint | record |
| 2025-04-08 | COLPAL | COLGATE PALMOLIVE LTD. | buy | $1,001 – $15,000 | joint | record |
| 2025-03-19 | DTE | Dte Energy Company | sell | $1,001 – $15,000 | joint | record |
| 2025-03-19 | IVW | iShares S&P 500 Growth ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-03-19 | AMAT | Applied Materials | buy | $1,001 – $15,000 | joint | record |
| 2025-03-19 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-03-05 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | EMLP | First Trust North American Energy Infrastructure F | sell | $1,001 – $15,000 | joint | record |
| 2025-02-26 | FTGC | First Trust Global Tactical Commodity Strategy Fun | sell | $1,001 – $15,000 | joint | record |
| 2025-02-26 | IVW | iShares S&P 500 Growth ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-02-26 | AMZN | Amazon.com Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | AXP | American Express Company | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | ECL | Ecolab Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | MSI | Motorola Solutions | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | NVDA | Nvidia Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-26 | LITP | Sprott Lithium Miners ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-02-25 | URNM | Sprott Uranium Miners ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-02-14 | IVW | iShares S&P 500 Growth ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-02-14 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-13 | DIS | Walt Disney Company | sell | $1,001 – $15,000 | joint | record |
| 2025-02-13 | PFE | Pfizer Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-02-13 | GOOGL | Alphabet Cl A | buy | $1,001 – $15,000 | joint | record |
| 2025-02-13 | BSX | Boston Scientific Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-05 | BAC | Bank of America Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-02-05 | JPM | JP Morgan Chase & Company | sell | $1,001 – $15,000 | joint | record |
| 2025-02-05 | LRCX | Lam Research Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-02-05 | AXP | American Express Company | buy | $1,001 – $15,000 | joint | record |
| 2025-02-05 | MA | Mastercard Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-05 | MSFT | Microsoft Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-04 | QSR | Restaurant Brands International | sell | $1,001 – $15,000 | joint | record |
| 2025-02-04 | AMZN | Amazon.com Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-01-28 | HPQ | HP Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-01-28 | IVW | iShares S&P 500 Growth ETF | sell | $1,001 – $15,000 | joint | record |
| 2025-01-28 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-01-28 | NRG | NRG Energy, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-01-16 | SPY | SPDR??S&P 500? ETF Trust | sell | $1,001 – $15,000 | joint | record |
| 2025-01-16 | TBLL | Invesco Short Term Treasury ETF | buy | $1,001 – $15,000 | joint | record |
| 2025-01-14 | CSCO | Cisco Systems Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-01-14 | EBAY | Ebay Inc | sell | $1,001 – $15,000 | joint | record |
| 2025-01-14 | QQQ | Invesco QQQ Trust, Series 1 | sell | $1,001 – $15,000 | joint | record |
| 2025-01-14 | MA | Mastercard Incorporated Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-01-14 | NVDA | Nvidia Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-01-14 | CRM | Salesforce Inc | buy | $1,001 – $15,000 | joint | record |
| 2024-12-23 | AMAT | Applied Materials, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-11-20 | BBEU | JPMorgan BetaBuilders Europe ETF | sell | $1,001 – $15,000 | joint | record |
| 2024-11-20 | SWKS | Skyworks Solutions, Inc. - Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-11-20 | VWO | Vanguard FTSE Emerging Markets ETF | sell | $1,001 – $15,000 | joint | record |
| 2024-11-20 | AAXJ | iShares MSCI All Country Asia ex Japan ETF | buy | $1,001 – $15,000 | joint | record |
| 2024-11-13 | SPY | SPDR S&P 500 | buy | $1,001 – $15,000 | joint | record |
| 2024-10-09 | IWM | iShares Russell 2000 ETF | sell | $1,001 – $15,000 | joint | record |
| 2024-10-06 | IVV | iShares Core S&P 500 ETF | sell | $1,001 – $15,000 | joint | record |
| 2024-09-26 | FI | Fiserv Inc | sell | $1,001 – $15,000 | joint | record |