John R. Curtis Republican · UT
Senate · in office · serving since 2017 · born May 10, 1960
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
322
across 33 filings
Securities traded
91
0 active in 6 months
Disclosed range total
$644,322
sum of filed minimums
In plain language
Of 322 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, UT | 119th | 2025–2031 | moved to the Senate |
| UT-3 | 115th–118th | 2017–2025 | 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 |
|---|---|---|---|---|
| Senate Committee on Commerce, Science, and Transportation | Member | 11 | majority | record |
| Senate Committee on Environment and Public Works | Member | 4 | majority | record |
| Senate Committee on Foreign Relations | Member | 11 | majority | record |
| Senate Committee on Small Business and Entrepreneurship | Member | 8 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Energy and Commerce | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Natural Resources | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Energy and Commerce | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Foreign Affairs | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Natural Resources | Member | 2019-01 → 2020-12 |
| 116th | House Committee on Small Business | Member | 2019-01 → 2019-01 |
| 115th | House Committee on Foreign Affairs | Member | 2018-02 → 2018-12 |
| 115th | House Committee on Natural Resources | Member | 2018-02 → 2018-12 |
| 115th | House Committee on Small Business | Member | 2018-02 → 2018-12 |
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 |
|---|---|---|---|---|---|---|
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 3 | 1 / 2 | $24,002 | 2021-06 → 2023-12 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-12 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-12 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 4 | 2 / 2 | $32,002 | 2020-03 → 2023-12 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 4 | 1 / 3 | $32,002 | 2020-03 → 2023-12 |
| LRCX | Lam Research Corp | Industrials | 4 | 1 / 3 | $32,002 | 2020-03 → 2023-12 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 4 | 1 / 3 | $32,002 | 2020-03 → 2023-12 |
| NKE | Nike Inc | Materials | 2 | 1 / 1 | $16,001 | 2020-03 → 2023-12 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 4 | 1 / 3 | $32,002 | 2020-03 → 2023-12 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 3 | 1 / 2 | $48,502 | 2019-04 → 2023-12 |
| PG | Procter & Gamble Company (PG) | Chemicals | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-12 |
| CRM | Salesforce Inc | Software & IT Services | 4 | 2 / 2 | $32,002 | 2020-03 → 2023-12 |
| V | Visa Inc. (V) | Business Services | 4 | 2 / 2 | $32,002 | 2020-03 → 2023-12 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 5 | 3 / 2 | $40,003 | 2021-06 → 2023-12 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 5 | 3 / 2 | $40,003 | 2021-06 → 2023-12 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-12 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 4 | 2 / 2 | $32,002 | 2021-11 → 2023-12 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 2 | 1 / 1 | $16,001 | 2021-11 → 2023-12 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 2 | 1 / 1 | $16,001 | 2022-03 → 2023-12 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2022-06 → 2023-12 |
| GS | Goldman Sachs Group | Capital Markets | 2 | 1 / 1 | $16,001 | 2022-06 → 2023-12 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 3 | 2 / 1 | $24,002 | 2022-06 → 2023-12 |
| META | Meta Platforms Inc | Software & IT Services | 2 | 0 / 2 | $16,001 | 2023-02 → 2023-12 |
| KO | Coca-Cola Company | Food & Beverage | 2 | 1 / 1 | $16,001 | 2023-06 → 2023-12 |
| EMR | Emerson Electric Company | Electronics | 2 | 1 / 1 | $16,001 | 2023-09 → 2023-12 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 2 | 1 / 1 | $16,001 | 2023-09 → 2023-12 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2023-12 → 2023-12 |
| COP | Conocophillips | Oil & Gas | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| FI | Fiserv Inc | — | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| ADBE | Adobe Systems Inc | Software & IT Services | 5 | 2 / 3 | $40,003 | 2020-03 → 2023-12 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 4 | 1 / 3 | $32,002 | 2020-03 → 2023-12 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 5 | 2 / 3 | $131,503 | 2020-03 → 2023-12 |
| BLK | Blackrock Inc | Capital Markets | 4 | 2 / 2 | $32,002 | 2020-03 → 2023-12 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 5 | 2 / 3 | $40,003 | 2020-03 → 2023-12 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 5 | 1 / 4 | $64,503 | 2020-03 → 2023-12 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-12 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 10 | 4 / 6 | $143,006 | 2019-04 → 2023-12 |
| AXP | American Express Company | Banking | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-12 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2020-03 → 2023-12 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 8 | 2 / 6 | $113,004 | 2020-03 → 2023-12 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2023-09 → 2023-09 |
| WM | Waste Management, Inc. Common Stock (WM) | Utilities | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-09 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $32,002 | 2022-03 → 2023-09 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-09 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 2 | 2 / 0 | $16,001 | 2023-04 → 2023-06 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 5 | 2 / 3 | $40,003 | 2020-03 → 2023-06 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 3 | 2 / 1 | $24,002 | 2020-03 → 2023-06 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 4 | 3 / 1 | $32,002 | 2021-06 → 2023-06 |
| VLO | Valero Energy Corp | Oil & Gas | 3 | 2 / 1 | $24,002 | 2021-06 → 2023-06 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 2 / 0 | $16,001 | 2021-08 → 2023-06 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 4 | 3 / 1 | $32,002 | 2020-03 → 2023-04 |
| CSX | CSX Corporation - Common Stock | Transportation | 2 | 2 / 0 | $16,001 | 2020-08 → 2023-04 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 2 | 1 / 1 | $16,001 | 2022-12 → 2023-04 |
| BAC | Bank of America Corp | Banking | 4 | 2 / 2 | $32,002 | 2020-03 → 2023-03 |
| FRC | FIRST REPUBLIC BANK (FRC) | — | 2 | 1 / 1 | $16,001 | 2022-12 → 2023-03 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 4 | 1 / 3 | $81,002 | 2020-03 → 2023-02 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 3 | 1 / 2 | $24,002 | 2020-03 → 2023-02 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-03 → 2023-02 |
| FISV | Fiserv, Inc. - Common Stock (FISV) | Business Services | 3 | 2 / 1 | $24,002 | 2021-06 → 2022-12 |
| ULTA | Ulta Beauty, Inc. - Common Stock (ULTA) | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2021-11 → 2022-08 |
| SCHF | Schwab International Equity ETF (SCHF) | — | 1 | 1 / 0 | $8,001 | 2022-07 → 2022-07 |
| DE | Deere & Company Common Stock (DE) | Industrials | 3 | 1 / 2 | $24,002 | 2020-03 → 2022-06 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 2 | 2 / 0 | $16,001 | 2021-06 → 2022-06 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 3 | 2 / 1 | $24,002 | 2020-03 → 2022-06 |
| MS | Morgan Stanley Common Stock (MS) | Capital Markets | 3 | 2 / 1 | $24,002 | 2022-01 → 2022-06 |
| TGT | Target Corp | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2022-03 → 2022-06 |
| ANTM | Anthem, Inc. | — | 5 | 3 / 2 | $40,003 | 2020-03 → 2022-03 |
| PGR | Progressive Corp | Insurance | 3 | 1 / 2 | $24,002 | 2020-03 → 2022-03 |
| MNST | Monster Beverage Corporation - Common S… | Food & Beverage | 2 | 1 / 1 | $16,001 | 2020-03 → 2022-03 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 3 | 1 / 2 | $24,002 | 2020-03 → 2022-03 |
| DHR | Danaher Corp | Medical Devices | 3 | 2 / 1 | $24,002 | 2020-03 → 2022-03 |
| C | Citigroup Inc | Banking | 3 | 2 / 1 | $24,002 | 2020-08 → 2022-01 |
| GPN | Global Payments Inc. Common Stock (GPN) | Business Services | 2 | 1 / 1 | $16,001 | 2021-06 → 2021-11 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-11 |
| ATVI | Activision Blizzard, Inc - Common Stock | — | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-11 |
| LVS | Las Vegas Sands Corp. Common Stock (LVS) | Consumer Services | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-08 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-07 |
| FB | Meta Platforms, Inc. - Class A (FB) | — | 2 | 1 / 1 | $23,002 | 2020-03 → 2021-06 |
| DLTR | Dollar Tree, Inc. - Common Stock (DLTR) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2021-06 → 2021-06 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-06 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-06 |
| CME | CME Group Inc. - Class A Common Stock (… | Capital Markets | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-06 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 2 | 1 / 1 | $16,001 | 2020-03 → 2021-06 |
| DIS | Walt Disney Company | Media & Entertainment | 2 | 1 / 1 | $16,001 | 2019-05 → 2021-02 |
| DOMO | 2000081103 Domo, Inc. - Class B (DOMO) | Software & IT Services | 4 | 2 / 2 | $39,003 | 2019-04 → 2021-02 |
| HASI | Hannon Armstrong Sustainable Infrastruc… | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-03 → 2020-10 |
| TEAM | Atlassian Corporation - Class A Common … | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-03 → 2020-10 |
| ZM | Zoom Communications, Inc. - Class A Com… | Software & IT Services | 1 | 1 / 0 | $8,001 | 2020-03 → 2020-03 |
| SNAP | Snap Inc. Class A Common Stock (SNAP) | Software & IT Services | 1 | 0 / 1 | $8,001 | 2019-12 → 2019-12 |
| BRK.A | Berkshire Hathaway Inc. (BRK.A) | — | 2 | 0 / 2 | $83,001 | 2019-11 → 2019-11 |
| DIN | Dine Brands global, Inc. (DIN) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2019-04 → 2019-04 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2023 | -4.4% | 87 | $769,544 |
| 2022 | +0.4% | 44 | $352,022 |
| 2021 | +1.8% | 55 | $471,528 |
| 2020 | +4.4% | 59 | $682,531 |
| 2019 | -15.9% | 9 | $96,505 |
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 |
|---|---|---|---|---|---|---|
| 2024-12-11 | — | ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN Rate/Coupon: 5.0% Matures: 02/15/2025 | buy | $1,001 – $15,000 | joint | record |
| 2024-09-03 | — | PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A Rate/Coupon: 4.0% Matures: 09/01/2032 | sell | $1,001 – $15,000 | joint | record |
| 2024-05-13 | — | OSHKOSH WIS AREASCH DIST GO PROM NTS 2022 Rate/Coupon: 2.625% Matures: 03/01/2027 | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | ZTS | Zoetis Inc. Class A (ZTS) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | CRM | Salesforce, Inc. (CRM) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | SPGI | S&P Global Inc. (SPGI) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | RTX | RTX Corporation (RTX) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | PG | Procter & Gamble Company (PG) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | PANW | Palo Alto Networks, Inc. (PANW) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | NVDA | NVIDIA Corporation (NVDA) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | NKE | Nike, Inc. (NKE) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | MSFT | Microsoft Corporation (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2023-12-04 | META | Meta Platforms, Inc. - Class A (META) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | MA | Mastercard Incorporated (MA) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | LRCX | Lam Research Corporation (LRCX) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | KLAC | KLA Corporation (KLAC) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | ICE | Intercontinental Exchange Inc. (ICE) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | HLT | Hilton Worldwide Holdings Inc. (HLT) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | GS | Goldman Sachs Group, Inc. (GS) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | FI | Fiserv, Inc. (FI) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | EMR | Emerson Electric Company (EMR) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | COP | ConocoPhillips (COP) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | — | Comcast Corporation - Class A | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | KO | Coca-Cola Company (KO) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | CMG | Chipotle Mexican Grill, Inc. (CMG) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | CAT | Caterpillar, Inc. (CAT) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | BLK | BlackRock, Inc. (BLK) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | AZO | AutoZone, Inc. (AZO) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | AMAT | Applied Materials, Inc. (AMAT) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | AAPL | Apple Inc. (AAPL) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | AXP | American Express Company (AXP) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | AMZN | Amazon.com, Inc. (AMZN) | sell | $15,001 – $50,000 | joint | record |
| 2023-12-04 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) | sell | $15,001 – $50,000 | joint | record |
| 2023-12-04 | AMD | Advanced Micro Devices, Inc. (AMD) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | ADBE | Adobe Inc. (ADBE) | sell | $1,001 – $15,000 | joint | record |
| 2023-12-04 | ABT | Abbott Laboratories (ABT) | sell | $1,001 – $15,000 | joint | record |
| 2023-11-09 | — | WINNEBAGO CNTY WIS GO PROM | buy | $15,001 – $50,000 | joint | record |
| 2023-09-22 | — | TEXAS ST GO MOBILITY FD BDS A | buy | $1,001 – $15,000 | joint | record |
| 2023-09-13 | WM | Waste Management, Inc. (WM) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-13 | UNP | Union Pacific Corporation (UNP) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-13 | PANW | Palo Alto Networks, Inc. (PANW) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-13 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-13 | EMR | Emerson Electric Company (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-13 | LLY | Eli Lilly and Company (LLY) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-13 | ADBE | Adobe Inc. (ADBE) | sell | $1,001 – $15,000 | joint | record |
| 2023-09-13 | ABT | Abbott Laboratories (ABT) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | VLO | Valero Energy Corporation (VLO) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | TMUS | T-Mobile US, Inc. (TMUS) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | SYY | Sysco Corporation (SYY) | sell | $1,001 – $15,000 | joint | record |
| 2023-06-21 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | joint | record |
| 2023-06-21 | LRCX | Lam Research Corporation (LRCX) | sell | $1,001 – $15,000 | joint | record |
| 2023-06-21 | EW | Edwards Lifesciences Corporation (EW) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | KO | Coca-Cola Company (KO) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | AMAT | Applied Materials, Inc. (AMAT) | sell | $1,001 – $15,000 | joint | record |
| 2023-06-21 | AMD | Advanced Micro Devices, Inc. (AMD) | sell | $1,001 – $15,000 | joint | record |
| 2023-05-11 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-27 | — | UNION CNTY N C LTD OBLIG REF | buy | $1,001 – $15,000 | joint | record |
| 2023-04-26 | V | Visa Inc. (V) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-26 | SBUX | Starbucks Corporation (SBUX) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-26 | NVDA | NVIDIA Corporation (NVDA) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-26 | MA | Mastercard Incorporated (MA) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-26 | ELV | Elevance Health, Inc. (ELV) | buy | $1,001 – $15,000 | joint | record |
| 2023-04-26 | EW | Edwards Lifesciences Corporation (EW) | buy | $1,001 – $15,000 | joint | record |
| 2023-04-26 | CSX | CSX Corporation (CSX) | buy | $1,001 – $15,000 | joint | record |
| 2023-04-26 | CAT | Caterpillar, Inc. (CAT) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-26 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | joint | record |
| 2023-04-26 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-16 | FRC | FIRST REPUBLIC BANK (FRC) | sell | $1,001 – $15,000 | joint | record |
| 2023-03-16 | BRK.B | Berkshire Hathaway Inc. New (BRK.B) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-16 | BAC | Bank of America Corporation (BAC) | sell | $1,001 – $15,000 | joint | record |
| 2023-03-14 | — | OAK CREEK WIS NT ANTIC NTS | buy | $15,001 – $50,000 | joint | record |
| 2023-02-23 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | RTX | Raytheon Technologies Corporation (RTX) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | PG | Procter & Gamble Company (PG) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | NVDA | NVIDIA Corporation (NVDA) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | META | Meta Platforms, Inc. - Class A (META) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | MA | Mastercard Incorporated (MA) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | JNJ | Johnson & Johnson (JNJ) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | COST | Costco Wholesale Corporation (COST) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | CVX | Chevron Corporation (CVX) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | BSX | Boston Scientific Corporation (BSX) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | AAPL | Apple Inc. (AAPL) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | AMZN | Amazon.com, Inc. (AMZN) | sell | $1,001 – $15,000 | joint | record |
| 2023-02-23 | GOOGL | Alphabet Inc. - Class A (GOOGL) | sell | $1,001 – $15,000 | joint | record |
| 2023-01-27 | — | OSHKOSH WIS AREA SCH DIST GO | buy | $1,001 – $15,000 | joint | record |
| 2022-12-20 | ZTS | Zoetis Inc. Class A (ZTS) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-20 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $1,001 – $15,000 | joint | record |
| 2022-12-20 | JPM | JP Morgan Chase & Co. (JPM) | sell | $1,001 – $15,000 | joint | record |
| 2022-12-20 | FISV | Fiserv, Inc. (FISV) | sell | $1,001 – $15,000 | joint | record |
| 2022-12-20 | FRC | FIRST REPUBLIC BANK (FRC) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-20 | ELV | Elevance Health, Inc. (ELV) | sell | $1,001 – $15,000 | joint | record |
| 2022-12-20 | BAC | Bank of America Corporation (BAC) | sell | $1,001 – $15,000 | joint | record |
| 2022-12-20 | AMD | Advanced Micro Devices, Inc. (AMD) | buy | $1,001 – $15,000 | joint | record |
| 2022-10-28 | — | COLUMBUS OHIO GO BDS 2018 A | buy | $1,001 – $15,000 | joint | record |
| 2022-10-21 | WM | Waste Management, Inc. (WM) | sell | $1,001 – $15,000 | joint | record |
| 2022-10-21 | TMUS | T-Mobile US, Inc. (TMUS) | sell | $1,001 – $15,000 | joint | record |
| 2022-10-21 | CMG | Chipotle Mexican Grill, Inc. (CMG) | buy | $1,001 – $15,000 | joint | record |
| 2022-10-21 | ADBE | Adobe Inc. (ADBE) | buy | $1,001 – $15,000 | joint | record |
| 2022-10-21 | ABT | Abbott Laboratories (ABT) | sell | $1,001 – $15,000 | joint | record |
| 2022-09-14 | — | MECKLENBERG CNTY N C PUB IMPT BDS 2018 | buy | $1,001 – $15,000 | joint | record |
| 2022-08-12 | SYY | Sysco Corporation (SYY) | buy | $1,001 – $15,000 | joint | record |
| 2022-08-12 | SBUX | Starbucks Corporation (SBUX) | buy | $1,001 – $15,000 | joint | record |
| 2022-08-12 | AZO | AutoZone, Inc. (AZO) | buy | $1,001 – $15,000 | joint | record |
| 2022-08-05 | ULTA | Ulta Beauty, Inc. (ULTA) | sell | $1,001 – $15,000 | joint | record |
| 2022-07-28 | SCHF | Schwab International Equity ETF (SCHF) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-28 | ZTS | Zoetis Inc. Class A (ZTS) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-28 | VLO | Valero Energy Corporation (VLO) | sell | $1,001 – $15,000 | joint | record |
| 2022-06-28 | TGT | Target Corporation (TGT) | sell | $1,001 – $15,000 | joint | record |
| 2022-06-28 | CRM | Salesforce, Inc. (CRM) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-28 | MS | Morgan Stanley (MS) | sell | $1,001 – $15,000 | joint | record |
| 2022-06-28 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-28 | ISRG | Intuitive Surgical, Inc. (ISRG) | sell | $1,001 – $15,000 | joint | record |
| 2022-06-28 | GS | Goldman Sachs Group, Inc. (GS) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-28 | DE | Deere & Company (DE) | sell | $1,001 – $15,000 | joint | record |
| 2022-06-28 | STZ | Constellation Brands, Inc. (STZ) | buy | $1,001 – $15,000 | joint | record |
| 2022-06-28 | AZO | AutoZone, Inc. (AZO) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | UNP | union Pacific Corporation (uNP) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | TMUS | T-Mobile uS, Inc. (TMuS) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | TGT | Target Corporation (TgT) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | SPGI | S&P global Inc. (SPgI) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | PGR | Progressive Corporation (PgR) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | MS | Morgan Stanley (MS) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | MNST | Monster beverage Corporation (MNST) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | ICE | Intercontinental Exchange Inc. (ICE) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | HLT | Hilton Worldwide Holdings Inc. (HlT) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | DHR | danaher Corporation (dHR) | buy | $1,001 – $15,000 | joint | record |
| 2022-03-09 | CMCSA | Comcast Corporation - Class A (CMCSA) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | ANTM | Anthem, Inc. (ANTM) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | AXP | American Express Company (AXP) | sell | $1,001 – $15,000 | joint | record |
| 2022-03-09 | ANTM | 2000091701 JT Anthem, Inc. (ANTM) | sell | $1,001 – $15,000 | self | record |
| 2022-01-14 | MS | Morgan Stanley (MS) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-14 | C | Citigroup, Inc. (C) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-14 | CAT | Caterpillar, Inc. (CAT) | buy | $1,001 – $15,000 | joint | record |
| 2022-01-14 | BLK | blackRock, Inc. (blK) | sell | $1,001 – $15,000 | joint | record |
| 2022-01-14 | ANTM | Anthem, Inc. (ANTM) | buy | $1,001 – $15,000 | joint | record |
| 2021-11-19 | — | SOuTH CAROlINA TRANSN INFRASTRuCTuRE bK REV REF | buy | $1,001 – $15,000 | joint | record |
| 2021-11-08 | V | Visa Inc. (V) | buy | $1,001 – $15,000 | joint | record |
| 2021-11-08 | ULTA | ulta beauty, Inc. (ulTA) | buy | $1,001 – $15,000 | joint | record |
| 2021-11-08 | LMT | lockheed Martin Corporation (lMT) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-08 | KLAC | KlA Corporation (KlAC) | buy | $1,001 – $15,000 | joint | record |
| 2021-11-08 | HON | Honeywell International Inc. (HON) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-08 | GPN | global Payments Inc. (gPN) | sell | $1,001 – $15,000 | joint | record |
| 2021-11-08 | CAT | Caterpillar, Inc. (CAT) | buy | $1,001 – $15,000 | joint | record |
| 2021-11-08 | ATVI | Activision blizzard, Inc (ATVI) | sell | $1,001 – $15,000 | joint | record |
| 2021-09-14 | — | UTAH COUNTY UTAH TRANSN SAlES TAX REV REF bDS 2021 | buy | $1,001 – $15,000 | joint | record |
| 2021-09-09 | — | EASTERN HOWARD IND THIRD MIllENNIUM SCH blDg CORP AD VAlOREM PPTY TAX | buy | $1,001 – $15,000 | joint | record |
| 2021-09-07 | — | lAKE HAllIE WIS gO CORP | buy | $1,001 – $15,000 | joint | record |
| 2021-08-20 | — | EASTERN HOWARD IND THIRD MIllENNIuM SCH blDg CORP AD VAlOREM PPTY TAX | buy | $1,001 – $15,000 | joint | record |
| 2021-08-17 | — | lAKE HAllIE WIS gO CORP | buy | $1,001 – $15,000 | joint | record |
| 2021-08-12 | SHW | Sherwin-Williams Company (SHW) | buy | $1,001 – $15,000 | joint | record |
| 2021-08-12 | LVS | las Vegas Sands Corp. (lVS) | sell | $1,001 – $15,000 | joint | record |
| 2021-08-12 | HLT | Hilton Worldwide Holdings Inc. (HlT) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-19 | UNH | unitedHealth group Incorporated Common Stock (uNH) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-19 | SBUX | Starbucks Corporation (SbuX) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-19 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-19 | HLT | Hilton Worldwide Holdings Inc. (HlT) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-19 | FISV | Fiserv, Inc. (FISV) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-19 | AAPL | Apple Inc. (AAPl) | sell | $1,001 – $15,000 | joint | record |
| 2021-07-19 | AMD | Advanced Micro devices, Inc. (AMd) | buy | $1,001 – $15,000 | joint | record |
| 2021-07-16 | — | INdIANA ST FIN AuTH WASTEWATER uTIl REV FIRST lIEN REF bdS CWA AuTHORITY | buy | $1,001 – $15,000 | joint | record |
| 2021-07-16 | — | gEORgIA ST gO bdS 2021 A | buy | $1,001 – $15,000 | joint | record |
| 2021-07-07 | — | ROMEOVIllE Ill gO bdS 2019 | buy | $1,001 – $15,000 | joint | record |
| 2021-06-30 | — | OlATHE KANS gO IMPT REF | buy | $1,001 – $15,000 | self | record |
| 2021-06-30 | — | OSAGE CNTY KANS GO REF AND | buy | $1,001 – $15,000 | joint | record |
| 2021-06-23 | — | PENN IND HIgH SCH BlDg CORP AD VAlOREM PPTY TAX | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | VLO | Valero Energy Corporation (VlO) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | TMUS | T-Mobile uS, Inc. (TMuS) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | TMO | Thermo Fisher Scientific Inc (TMO) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | TXN | Texas Instruments Incorporated (TXN) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | CRM | Salesforce.com Inc (CRM) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | RTX | Raytheon Technologies Corporation (RTX) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | PGR | Progressive Corporation (PgR) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | PEP | Pepsico, Inc. (PEP) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | MSFT | Microsoft Corporation (MSFT) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | LRCX | lam Research Corporation (lRCX) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | ISRG | Intuitive Surgical, Inc. (ISRg) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | ICE | Intercontinental Exchange Inc. (ICE) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | INTC | Intel Corporation (INTC) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | HLT | Hilton Worldwide Holdings Inc. (HlT) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | GPN | global Payments Inc. (gPN) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | FISV | Fiserv, Inc. (FISV) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | FB | Facebook, Inc. - Class A (FB) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | DLTR | Dollar Tree, Inc. (DlTR) | buy | $1,001 – $15,000 | self | record |
| 2021-06-22 | DE | Deere & Company (DE) | sell | $1,001 – $15,000 | self | record |
| 2021-06-22 | DHR | Danaher Corporation (DHR) | sell | $1,001 – $15,000 | self | record |