Kevin Hern Republican · OK-1
House of Representatives · in office · serving since 2018 · born December 4, 1961
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.
Trading timeline
Purchases 702 Sales 187 Exchanges 32
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 921 disclosed trades, 4 were flagged by the site's published rules — 0.4%.
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
- 3 · shutdown/lame duck
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.
Campaign money 2026 cycle
Campaign finance from the FEC, shown as context beside the trading record. We do not draw a line from any donor to any trade: the FEC's donor data cannot support that honestly, and inventing the link would be the kind of unsourced inference this site refuses. Read the two together and judge for yourself.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| OK-1 | 115th–119th | 2018–2027 | 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 |
|---|---|---|---|---|
| House Committee on Ways and Means | Member | 10 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Ways and Means | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Ways and Means | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Natural Resources | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Small Business | Member | 2019-02 → 2020-12 |
| 116th | House Committee on the Budget | Member | 2019-02 → 2020-12 |
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
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| PG | Procter & Gamble Company (PG) | Chemicals | 2 | 3 / 3 | $83,001 | 2026-08-24 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 1 | 27 / 4 | $75,001 | 2026-08-24 |
| LOW | Lowe's Companies | Retail & Consumer | 1 | 2 / 2 | $8,001 | 2026-08-24 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 1 | 4 / 3 | $32,501 | 2026-08-24 |
| MRSH | Marsh Common Stock | Insurance | 1 | 0 / 1 | $8,001 | 2026-08-24 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 1 | 16 / 5 | $32,501 | 2026-08-21 |
| VLTO | Veralto Corp Common Stock (VLTO) | Medical Devices | 3 | 0 / 3 | $24,002 | 2026-08-21 |
| CL | Colgate-Palmolive Company | Chemicals | 1 | 2 / 1 | $8,001 | 2026-08-19 |
| HONA | Honeywell Aerospace Inc. - Common Stock… | Defense & Aerospace | 1 | 0 / 1 | $32,501 | 2026-08-19 |
| BUD | Anheuser-Busch Inbev SA Sponsored ADR (… | Food & Beverage | 1 | 0 / 1 | $8,001 | 2026-08-18 |
| BIIB | Biogen Inc. - Common Stock (BIIB) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2026-08-18 |
| KMB | Kimberly-Clark Corporation Common Stock… | Materials | 1 | 0 / 1 | $8,001 | 2026-08-18 |
| ICLR | ICON plc - Ordinary Shares (ICLR) | Business Services | 1 | 5 / 3 | $32,501 | 2026-08-14 |
| ADBE | Adobe Systems Inc | Software & IT Services | 1 | 4 / 3 | $32,501 | 2026-08-14 |
| CARR | Carrier Global Corp | Other | 1 | 0 / 1 | $8,001 | 2026-08-14 |
| BA | Boeing Company (BA) | Defense & Aerospace | 2 | 2 / 3 | $40,501 | 2026-08-13 |
| WAT | Waters Corporation Common Stock (WAT) | Medical Devices | 1 | 0 / 1 | $8,001 | 2026-08-13 |
| GAP | Gap, Inc. (GAP) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2026-08-13 |
| HRL | Hormel Foods Corporation Common Stock (… | Food & Beverage | 1 | 0 / 1 | $8,001 | 2026-08-13 |
| NKE | Nike Inc | Materials | 1 | 0 / 1 | $8,001 | 2026-08-13 |
| OTIS | Otis Worldwide Corp | Electronics | 1 | 0 / 2 | $8,001 | 2026-08-10 |
| DIS | Walt Disney Company | Media & Entertainment | 1 | 0 / 1 | $32,501 | 2026-08-10 |
| EL | Estee Lauder Companies | Chemicals | 1 | 2 / 2 | $8,001 | 2026-08-05 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 2 / 3 | $8,001 | 2026-08-05 |
| DEO | Diageo Plc ADR | Food & Beverage | 1 | 1 / 1 | $8,001 | 2026-08-05 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 1 | 2 / 3 | $8,001 | 2026-08-05 |
| ALC | Alcon Inc. Ordinary Shares (ALC) | Medical Devices | 1 | 0 / 1 | $8,001 | 2026-08-05 |
| SOLS | Solstice Advanced Materials Inc. - Comm… | Chemicals | 1 | 0 / 1 | $8,001 | 2026-08-05 |
| OGN | Organon & Co. | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2026-08-05 |
| VSNT | VERSANT MEDIA GROUP INC CL A (VSNT) | Telecommunications | 2 | 0 / 2 | $16,001 | 2026-08-05 |
| KVUE | Kenvue Inc. Common Stock (KVUE) | Chemicals | 1 | 0 / 1 | $8,001 | 2026-08-05 |
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 20 / 1 | $350,001 | 2026-07-02 |
| HONAV | Honeywell Aerospace Inc. - Common Stock… | — | 1 | 0 / 0 | $32,501 | 2026-06-29 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 2 | 26 / 1 | $65,001 | 2026-05-08 |
| CTRA | Coterra Energy Inc. Common Stock (CTRA) | — | 2 | 1 / 0 | $65,001 | 2026-05-08 |
| EXAS | Exact Sciences Corporation - Common Sto… | — | 1 | 5 / 5 | $8,001 | 2026-03-24 |
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 |
|---|---|---|---|---|---|---|
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 26 | 24 / 2 | $1,651,013 | 2019-10 → 2026-03 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 3 | 1 / 2 | $48,502 | 2020-04 → 2026-03 |
| MUA | Blackrock MuniAssets Fund, Inc Common S… | — | 1 | 0 / 1 | $75,001 | 2026-03 → 2026-03 |
| CTSH | Cognizant Technology Solutions Corporat… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2026-03 → 2026-03 |
| IVZ | Invesco Ltd Common Stock | Capital Markets | 1 | 0 / 1 | $32,501 | 2026-03 → 2026-03 |
| ACN | Accenture Plc | Business Services | 26 | 22 / 4 | $1,267,513 | 2019-10 → 2026-03 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 13 | 12 / 1 | $905,007 | 2021-09 → 2025-12 |
| ORLY | O'Reilly Automotive, Inc. - Common Stoc… | Retail & Consumer | 6 | 4 / 2 | $164,504 | 2019-11 → 2025-10 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 6 | 5 / 1 | $264,003 | 2021-05 → 2025-10 |
| CSX | CSX Corporation - Common Stock | Transportation | 1 | 0 / 1 | $32,501 | 2025-10 → 2025-10 |
| STX | Seagate Technology Holdings PLC - Ordin… | Technology Hardware | 1 | 0 / 1 | $32,501 | 2025-10 → 2025-10 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 4 | 2 / 2 | $366,002 | 2020-10 → 2025-10 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 1 | 0 / 1 | $32,501 | 2025-10 → 2025-10 |
| MASI | Masimo Corporation - Common Stock (MASI) | — | 4 | 2 / 2 | $315,002 | 2021-06 → 2025-09 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 11 | 9 / 2 | $288,506 | 2019-08 → 2024-12 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 17 | 15 / 2 | $730,009 | 2020-07 → 2024-12 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 2 | 1 / 1 | $250,001 | 2021-07 → 2024-12 |
| AGCO | AGCO Corporation Common Stock (AGCO) | Industrials | 4 | 3 / 1 | $166,002 | 2021-11 → 2024-12 |
| CB | Chubb Ltd | Insurance | 5 | 4 / 1 | $231,503 | 2019-08 → 2024-07 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 14 | 13 / 1 | $346,007 | 2019-10 → 2024-06 |
| WMB | Williams Companies, Inc. (WMB) | Utilities | 19 | 19 / 0 | $343,510 | 2020-03 → 2024-06 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 12 | 11 / 1 | $354,506 | 2019-08 → 2024-06 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 18 | 17 / 1 | $578,009 | 2020-07 → 2024-06 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 13 | 12 / 1 | $538,007 | 2020-07 → 2024-06 |
| ROK | Rockwell Automation, Inc. Common Stock | Medical Devices | 16 | 15 / 1 | $562,008 | 2020-07 → 2024-06 |
| EMR | Emerson Electric Company | Electronics | 14 | 14 / 0 | $546,007 | 2021-05 → 2024-06 |
| OKE | ONEOK, Inc. Common Stock (OKE) | Utilities | 24 | 24 / 0 | $199,013 | 2019-08 → 2024-05 |
| MMC | Marsh & McLennan Companies, Inc. Common… | — | 8 | 7 / 1 | $231,004 | 2020-07 → 2024-05 |
| PXD | Pioneer Natural Resources Company | — | 23 | 21 / 1 | $4,158,512 | 2021-06 → 2024-05 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 17 | 16 / 1 | $570,009 | 2019-10 → 2024-04 |
| COST | Costco Wholesale | Retail & Consumer | 4 | 3 / 1 | $32,002 | 2019-11 → 2024-01 |
| VUZI | Vuzix Corporation (VUZI) | Electronics | 7 | 5 / 2 | $214,504 | 2021-05 → 2024-01 |
| CCLD | CareCloud, Inc. (CCLD) | Software & IT Services | 2 | 0 / 2 | $16,001 | 2022-12 → 2023-12 |
| CMP | Compass Minerals Intl Inc (CMP) | Mining & Metals | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| VOD | Vodafone Group Plc | Telecommunications | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| MMP | Magellan Midstream Partners, L.P. | — | 17 | 15 / 0 | $945,009 | 2020-05 → 2023-09 |
| ARGO | Argo Group International Holdings, Ltd.… | — | 1 | 1 / 0 | $8,001 | 2023-06 → 2023-06 |
| ABB | ABB Ltd | — | 3 | 3 / 0 | $91,002 | 2021-11 → 2023-05 |
| AHCO | AdaptHealth Corp. (AHCO) | Healthcare Services | 8 | 4 / 4 | $298,004 | 2021-05 → 2023-04 |
| KO | Coca-Cola Company | Food & Beverage | 4 | 3 / 1 | $49,503 | 2019-08 → 2023-01 |
| DHR | Danaher Corp | Medical Devices | 5 | 4 / 1 | $131,503 | 2019-08 → 2023-01 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 10 | 8 / 2 | $948,005 | 2019-08 → 2023-01 |
| BLK | Blackrock Inc | Capital Markets | 3 | 2 / 1 | $48,502 | 2019-10 → 2023-01 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 2 / 1 | $91,002 | 2019-11 → 2023-01 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 4 | 3 / 1 | $99,002 | 2019-11 → 2023-01 |
| V | Visa Inc. (V) | Business Services | 4 | 3 / 1 | $99,002 | 2019-11 → 2023-01 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 4 | 2 / 2 | $32,002 | 2020-02 → 2023-01 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-04 → 2023-01 |
| ECL | Ecolab Inc | Chemicals | 3 | 1 / 2 | $48,502 | 2020-04 → 2023-01 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-01 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 2 | 1 / 1 | $9,002 | 2020-07 → 2023-01 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 3 | 2 / 1 | $48,502 | 2020-07 → 2023-01 |
| PSX | Phillips 66 | Oil & Gas | 3 | 2 / 1 | $31,002 | 2020-07 → 2023-01 |
| RSG | Republic Services, Inc. Common Stock (R… | Utilities | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-01 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-01 |
| TJX | TJX Companies | Retail & Consumer | 3 | 2 / 1 | $48,502 | 2020-07 → 2023-01 |
| ARCB | ArcBest Corporation (ARCB) | Transportation | 2 | 1 / 1 | $150,001 | 2021-11 → 2022-12 |
| BLL | Ball Corporation | — | 2 | 1 / 1 | $150,001 | 2021-11 → 2022-12 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 2 | 1 / 1 | $150,001 | 2021-11 → 2022-12 |
| WYNN | Wynn Resorts, Limited - Common Stock (W… | Consumer Services | 1 | 0 / 1 | $32,501 | 2022-12 → 2022-12 |
| RTN | Raytheon Company | — | 1 | 1 / 0 | $8,001 | 2022-12 → 2022-12 |
| CR | Crane Co. Option Type: Put Strike price… | Industrials | 4 | 3 / 1 | $56,502 | 2019-10 → 2022-11 |
| VFC | V.F. Corporation Common Stock | Consumer Goods | 3 | 2 / 1 | $24,002 | 2019-10 → 2022-11 |
| AMP | Ameriprise Financial, Inc. Common Stock… | Capital Markets | 2 | 1 / 1 | $16,001 | 2020-07 → 2022-11 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-07 → 2022-11 |
| JEPI | JPMorgan Equity Premium Income ETF (JEP… | — | 3 | 3 / 0 | $191,002 | 2021-07 → 2022-10 |
| DGRO | ISHARES TRUST CORE DIVID GWTH (DGRO) | — | 4 | 4 / 0 | $423,502 | 2019-10 → 2022-09 |
| PTC | PTC Inc. - Common Stock (PTC) | Software & IT Services | 3 | 3 / 0 | $140,002 | 2021-05 → 2022-08 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 1 | 1 / 0 | $75,001 | 2022-08 → 2022-08 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 3 | 3 / 0 | $240,002 | 2021-05 → 2022-08 |
| TIP | iShares TIPS Bond ETF (TIP) | — | 10 | 10 / 0 | $447,005 | 2021-07 → 2022-07 |
| CERN | Cerner Corporation (CERN) | — | 1 | 0 / 1 | $32,501 | 2022-06 → 2022-06 |
| MTBC | CareCloud, Inc. (MTBC) | — | 5 | 4 / 1 | $64,503 | 2021-05 → 2022-05 |
| IQV | Iqvia Holdings Inc | Business Services | 6 | 5 / 1 | $239,503 | 2021-05 → 2022-04 |
| ASXC | Asensus Surgical, Inc. (ASXC) | — | 2 | 1 / 1 | $207,501 | 2021-06 → 2021-12 |
| FSK | FS KKR Capital Corp. Common Stock | — | 6 | 3 / 2 | $549,003 | 2018-12 → 2021-11 |
| DRE | Duke Realty Corporation (DRE) | — | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| FDIS | Fidelity MSCI Consumer Discretionary In… | — | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| FTEC | Fidelity MSCI Information Technology In… | — | 1 | 1 / 0 | $175,001 | 2021-11 → 2021-11 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| FBND | Fidelity Total Bond ETF (FBND) | — | 1 | 0 / 1 | $75,001 | 2021-11 → 2021-11 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 2 / 0 | $83,001 | 2019-10 → 2021-10 |
| ITW | Illinois Tool Works Inc | Industrials | 3 | 3 / 0 | $115,502 | 2020-10 → 2021-10 |
| FMAT | Fidelity MSCI Materials Index ETF (FMAT) | — | 1 | 1 / 0 | $32,501 | 2021-10 → 2021-10 |
| DIAL | Columbia Diversified Fixed Income Alloc… | — | 4 | 4 / 0 | $32,002 | 2021-07 → 2021-10 |
| SPY | SPDR S&P 500 | — | 2 | 1 / 1 | $1,500,001 | 2021-07 → 2021-09 |
| PRGS | Progress Software Corporation - Common … | Software & IT Services | 3 | 3 / 0 | $115,502 | 2021-05 → 2021-09 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 1 | 1 / 0 | $175,001 | 2021-07 → 2021-07 |
| FDRR | Fidelity Dividend ETF For Rising Rates | — | 1 | 1 / 0 | $75,001 | 2021-07 → 2021-07 |
| FHLC | 2000092118 JT Fidelity MSCI Health Care… | — | 1 | 1 / 0 | $75,001 | 2021-07 → 2021-07 |
| TROW | T. Rowe Price Group, Inc. - Common Stock | Capital Markets | 1 | 1 / 0 | $8,001 | 2021-07 → 2021-07 |
| ETV | Eaton Vance Corporation Eaton Vance Tax… | — | 1 | 1 / 0 | $32,501 | 2021-07 → 2021-07 |
| FQAL | Fidelity Quality Factor ETF | — | 1 | 1 / 0 | $175,001 | 2021-07 → 2021-07 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 1 | 1 / 0 | $175,001 | 2021-05 → 2021-05 |
| AIO | AllianzgI Artificial Intelligence & Tec… | — | 1 | 1 / 0 | $8,001 | 2021-01 → 2021-01 |
| FSKR | FS KKR Capital Corp. II (FSKR) | — | 1 | 1 / 0 | $8,001 | 2021-01 → 2021-01 |
| SU | Suncor Energy Inc. Common Stock (SU) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2020-07 → 2020-11 |
| WPX | WPX Energy, Inc. | — | 2 | 2 / 0 | $207,501 | 2020-03 → 2020-03 |
| NGL | NGL ENERGY PARTNERS LP Common Units rep… | Utilities | 5 | 4 / 1 | $64,503 | 2019-05 → 2020-02 |
| BBBY | bed bath & beyond Inc. (bbbY) | Retail & Consumer | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| FTSM | First Trust Enhanced short Maturity ETF… | — | 1 | 1 / 0 | $175,001 | 2020-02 → 2020-02 |
| WBA | Walgreens Boots Alliance, Inc. - Common… | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| QSY | WisdomTree u.s. Quality shareholder Yie… | — | 1 | 1 / 0 | $8,001 | 2020-02 → 2020-02 |
| CLNC | Colony Credit Real Estate, Inc. Class a… | — | 12 | 11 / 1 | $263,006 | 2018-12 → 2019-12 |
| SLB | Schlumberger N.V. | Oil & Gas | 1 | 0 / 1 | $32,501 | 2019-12 → 2019-12 |
| UTX | Raytheon Technologies Corporation | — | 1 | 1 / 0 | $8,001 | 2019-10 → 2019-10 |
| RHT | Red Hat, Inc. | — | 1 | 0 / 1 | $32,501 | 2019-07 → 2019-07 |
| CCT | Corporate Capital Trust, Inc. (CCT) | — | 1 | 0 / 0 | $175,001 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | -12.1% | 7 | $1,430,004 |
| 2025 | -1.1% | 14 | $1,009,007 |
| 2024 | -2.4% | 53 | $1,375,027 |
| 2023 | -21.0% | 116 | $4,042,558 |
| 2022 | -5.4% | 85 | $1,835,543 |
| 2021 | +2.0% | 139 | $12,338,571 |
| 2020 | +6.8% | 86 | $1,241,546 |
| 2019 | -0.8% | 48 | $957,025 |
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 |
|---|---|---|---|---|---|---|
| 2026-08-24 | PG | Procter & Gamble Company (PG) | sell | $50,001 – $100,000 | joint | record |
| 2026-08-24 | MDT | Medtronic plc. Ordinary Shares (MDT) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-24 | MRSH | Marsh Common Stock (MRSH) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-24 | LOW | Lowe's Companies, Inc. Common Stock (LOW) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-24 | HD | Home Depot, Inc. (HD) | sell | $50,001 – $100,000 | joint | record |
| 2026-08-24 | — | CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 | buy | $100,001 – $250,000 | joint | record |
| 2026-08-21 | VLTO | Veralto Corp Common Stock (VLTO) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-21 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-19 | HONA | Honeywell Aerospace Inc. - Common Stock (HONA) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-19 | CL | Colgate-Palmolive Company Common Stock (CL) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-18 | KMB | Kimberly-Clark Corporation - Common Stock (KMB) | sell | $1,001 – $15,000 | self | record |
| 2026-08-18 | BIIB | Biogen Inc. - Common Stock (BIIB) | sell | $1,001 – $15,000 | self | record |
| 2026-08-18 | BUD | Anheuser-Busch Inbev SA Sponsored ADR (BUD) | sell | $1,001 – $15,000 | self | record |
| 2026-08-14 | VLTO | Veralto Corp Common Stock (VLTO) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-14 | ICLR | ICON plc - Ordinary Shares (ICLR) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-14 | CARR | Carrier Global Corporation Common Stock (CARR) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-14 | ADBE | Adobe Inc. - Common Stock (ADBE) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-13 | WAT | Waters Corporation Common Stock (WAT) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-13 | NKE | Nike, Inc. Common Stock (NKE) | sell | $1,001 – $15,000 | self | record |
| 2026-08-13 | HRL | Hormel Foods Corporation Common Stock (HRL) | sell | $1,001 – $15,000 | self | record |
| 2026-08-13 | GAP | Gap, Inc. (GAP) | sell | $1,001 – $15,000 | self | record |
| 2026-08-13 | BA | Boeing Company (BA) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-13 | BA | Boeing Company (BA) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-10 | DIS | Walt Disney Company (DIS) | sell | $15,001 – $50,000 | joint | record |
| 2026-08-10 | VLTO | Veralto Corp Common Stock (VLTO) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-10 | OTIS | Otis Worldwide Corporation Common Stock (OTIS) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | VSNT | Versant Media Group, Inc. - Class A Common Stock (VSNT) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | OGN | Organon & Co. Common Stock (OGN) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | MDLZ | Mondelez International, Inc. - Class A Common Stock (MDLZ) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | KVUE | Kenvue Inc. Common Stock (KVUE) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | EL | Estee Lauder Companies, Inc. (EL) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | DEO | Diageo plc Common Stock (DEO) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | VSNT | 2000166538 JT Versant Media Group, Inc. - Class A Common Stock (VSNT) | sell | $1,001 – $15,000 | self | record |
| 2026-08-05 | OGN | 2000166537 JT Organon & Co. Common Stock (OGN) | sell | $1,001 – $15,000 | self | record |
| 2026-08-05 | SOLS | Solstice Advanced Materials Inc. - Common Stock (SOLS) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | PG | Procter & Gamble Company (PG) | sell | $1,001 – $15,000 | joint | record |
| 2026-08-05 | ALC | Alcon Inc. Ordinary Shares (ALC) | sell | $1,001 – $15,000 | self | record |
| 2026-07-24 | — | TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026 | buy | $100,001 – $250,000 | joint | record |
| 2026-07-24 | — | CADDO CNTY OKLA GOVERNMENTAL BLDG | buy | $50,001 – $100,000 | joint | record |
| 2026-07-20 | — | KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% | buy | $100,001 – $250,000 | joint | record |
| 2026-07-20 | — | GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% | buy | $15,001 – $50,000 | joint | record |
| 2026-07-17 | — | OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 | buy | $15,001 – $50,000 | joint | record |
| 2026-07-17 | — | LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 | buy | $15,001 – $50,000 | joint | record |
| 2026-07-16 | — | EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% | buy | $15,001 – $50,000 | joint | record |
| 2026-07-02 | XOM | Exxon Mobil Corporation Common Stock (XOM) | exchange | $100,001 – $250,000 | joint | record |
| 2026-07-02 | XOM | Exxon Mobil Corporation Common Stock (XOM) | exchange | $100,001 – $250,000 | joint | record |
| 2026-06-29 | HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) | exchange | $15,001 – $50,000 | joint | record |
| 2026-05-08 | DVN | Devon Energy Corporation Common Stock (DVN) | exchange | $15,001 – $50,000 | joint | record |
| 2026-05-08 | DVN | Devon Energy Corporation Common Stock (DVN) | exchange | $15,001 – $50,000 | self | record |
| 2026-05-08 | CTRA | Coterra Energy Inc. Common Stock (CTRA) | exchange | $15,001 – $50,000 | self | record |
| 2026-05-08 | CTRA | Coterra Energy Inc. Common Stock (CTRA) | exchange | $15,001 – $50,000 | joint | record |
| 2026-05-06 | — | MORGAN STANLEY FIN LLC MTN ZERO CPN | sell | $1,000,001 – $5,000,000 | self | record |
| 2026-04-29 | — | Goldman Sachs MTN 4/29/2030 | sell | $250,001 – $500,000 | joint | record |
| 2026-03-24 | EXAS | Exact Sciences Corporation - Common Stock (EXAS) | sell | $1,001 – $15,000 | child | record |
| 2026-03-18 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $500,001 – $1,000,000 | joint | record |
| 2026-03-17 | IVZ | Invesco Ltd Common Stock (IVZ) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-17 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-17 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-17 | MUA | Blackrock MuniAssets Fund, Inc Common Stock (MUA) | sell | $50,001 – $100,000 | joint | record |
| 2026-03-17 | BDX | Becton, Dickinson and Company Common Stock (BDX) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-16 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $250,001 – $500,000 | joint | record |
| 2026-03-05 | ICLR | ICON plc - Ordinary Shares (ICLR) | sell | $100,001 – $250,000 | joint | record |
| 2026-02-09 | WAT | Waters Corporation Common Stock (WAT) | exchange | $1,001 – $15,000 | joint | record |
| 2026-01-07 | — | ROYAL BANK OF CANADA 31F DUE 01/10/31 | buy | $250,001 – $500,000 | joint | record |
| 2025-12-23 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $250,001 – $500,000 | joint | record |
| 2025-10-28 | STX | Seagate Technology Holdings PLC - Ordinary Shares (STX) | sell | $15,001 – $50,000 | self | record |
| 2025-10-28 | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) | sell | $1,001 – $15,000 | joint | record |
| 2025-10-28 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2025-10-28 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | self | record |
| 2025-10-28 | CSX | CSX Corporation (CSX) | sell | $15,001 – $50,000 | self | record |
| 2025-10-28 | BSX | Boston Scientific Corporation Common Stock (BSX) | sell | $15,001 – $50,000 | joint | record |
| 2025-10-27 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $100,001 – $250,000 | joint | record |
| 2025-10-23 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $100,001 – $250,000 | joint | record |
| 2025-10-23 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $1,001 – $15,000 | joint | record |
| 2025-10-10 | — | RBC 11.25% 30F DUE 10/16/30 | buy | $1,000,001 – $5,000,000 | joint | record |
| 2025-10-10 | — | RBC 11.25% 30F DUE 10/16/30 | buy | $500,001 – $1,000,000 | joint | record |
| 2025-10-09 | — | BNP Paribas MTN 4/9/2030 | sell | $1,000,001 – $5,000,000 | joint | record |
| 2025-10-09 | — | BNP Paribas MTN 4/9/2030 | sell | $250,001 – $500,000 | joint | record |
| 2025-10-06 | — | Seagate Technology Holdings PLC - | sell | $15,001 – $50,000 | self | record |
| 2025-10-06 | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | sell | $15,001 – $50,000 | self | record |
| 2025-09-26 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2025-09-26 | MASI | Masimo Corporation - Common Stock (MASI) | sell | $15,001 – $50,000 | joint | record |
| 2025-09-26 | HD | Home Depot, Inc. (HD) | sell | $15,001 – $50,000 | joint | record |
| 2025-09-26 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $15,001 – $50,000 | joint | record |
| 2025-04-24 | — | Goldman Sachs MTN 4/29/2030 | buy | $250,001 – $500,000 | joint | record |
| 2025-04-04 | — | BNP Paribas MTN 4/9/2030 | buy | $1,000,001 – $5,000,000 | joint | record |
| 2025-04-04 | — | BNP Paribas MTN 4/9/2030 | buy | $250,001 – $500,000 | joint | record |
| 2025-03-31 | — | MORGAN STANLEY FIN LLC MTN ZERO CPN | sell | $500,001 – $1,000,000 | joint | record |
| 2025-01-29 | — | FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | buy | $100,001 – $250,000 | joint | record |
| 2024-12-31 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $100,001 – $250,000 | joint | record |
| 2024-12-31 | INTC | Intel Corporation - Common Stock (INTC) | sell | $50,001 – $100,000 | joint | record |
| 2024-12-31 | EL | Estee Lauder Companies, Inc. (EL) | sell | $15,001 – $50,000 | joint | record |
| 2024-12-31 | DXCM | DexCom, Inc. - Common Stock (DXCM) | sell | $50,001 – $100,000 | joint | record |
| 2024-12-31 | DVN | Devon Energy Corporation Common Stock (DVN) | sell | $250,001 – $500,000 | joint | record |
| 2024-12-31 | AGCO | AGCO Corporation Common Stock (AGCO) | sell | $50,001 – $100,000 | joint | record |
| 2024-12-12 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-12-10 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-12-03 | — | Citigroup MTN 9/1/2026 | sell | $500,001 – $1,000,000 | joint | record |
| 2024-11-18 | — | FEDERAL FARM CREDIT BANKS | sell | $100,001 – $250,000 | joint | record |
| 2024-10-29 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $100,001 – $250,000 | joint | record |
| 2024-10-03 | — | UNITED STATES TREAS BILLS | sell | $1,000,001 – $5,000,000 | joint | record |
| 2024-10-03 | — | UNITED STATES TREAS BILLS | sell | $100,001 – $250,000 | joint | record |
| 2024-09-23 | — | Citigroup MTN 9/1/2026 | sell | $250,001 – $500,000 | joint | record |
| 2024-07-26 | — | Barclays Bank Series A MTN 1/22/27 | sell | $250,001 – $500,000 | joint | record |
| 2024-07-19 | — | Bank of Montreal MTN 4/19/27 | sell | $250,001 – $500,000 | joint | record |
| 2024-07-08 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2024-07-08 | CB | Chubb Limited Common Stock (CB) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-28 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-25 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-24 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-21 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-20 | AGCO | AGCO Corporation Common Stock (AGCO) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-17 | NEE | NextEra Energy, Inc. Common Stock (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-13 | RTX | RTX Corporation Common Stock (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-13 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-13 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | ROK | Rockwell Automation, Inc. Common Stock (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | EMR | Emerson Electric Company Common Stock (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-04 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-21 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-21 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-17 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-16 | — | US Treas Bills 05/16/2024 | sell | $500,001 – $1,000,000 | joint | record |
| 2024-05-15 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-15 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-15 | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-03 | PXD | Pioneer Natural Resources Company Common Stock (PXD) | exchange | $100,001 – $250,000 | joint | record |
| 2024-05-03 | XOM | Exxon Mobil Corporation Common Stock (XOM) | exchange | $100,001 – $250,000 | joint | record |
| 2024-04-30 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2024-04-24 | — | TORONTO DOMINION BANK SER E | buy | $250,001 – $500,000 | joint | record |
| 2024-04-08 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2024-03-29 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-28 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2024-03-25 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-22 | PXD | Pioneer Natural Resources Company Common Stock (PXD) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-21 | RTX | RTX Corporation Common Stock (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-21 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-21 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-19 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-15 | NEE | NextEra Energy, Inc. Common Stock (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-11 | ROK | Rockwell Automation, Inc. Common Stock (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-11 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-11 | EMR | Emerson Electric Company Common Stock (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-05 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-23 | — | CITIGROUP GLOBAL MKTS HLDGS | sell | $250,001 – $500,000 | joint | record |
| 2024-02-20 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-15 | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-14 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-14 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-13 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-13 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-31 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-12 | COST | Costco Wholesale Corporation - Common Stock (COST) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-05 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2024-01-02 | VUZI | Vuzix Corporation (VUZI) | sell | $1,001 – $15,000 | child | record |
| 2024-01-02 | EXAS | Exact Sciences Corporation - Common Stock (EXAS) | sell | $1,001 – $15,000 | child | record |
| 2023-12-29 | LMT | Lockheed Martin Corporation (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-29 | DVN | Devon Energy Corporation (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-29 | DVN | Devon Energy Corporation (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2023-12-26 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-22 | PXD | Pioneer Natural Resources Company (PXD) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-18 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-15 | NEE | NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | RTX | RTX Corporation (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-12 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-11 | ROK | Rockwell Automation, Inc. (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-11 | XOM | Exxon Mobil Corporation (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-11 | EMR | Emerson Electric Company (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-08 | CCLD | CareCloud, Inc. (CCLD) | sell | $1,001 – $15,000 | child | record |
| 2023-12-05 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-30 | — | UNITED STATES TREAS BILLS | sell | $500,001 – $1,000,000 | joint | record |
| 2023-11-15 | MMC | Marsh & McLennan Companies, Inc. (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-15 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | TXN | Texas Instruments Incorporated (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | — | Texas Instruments Incorporated | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-06 | — | FEDL HOME LN MTG CRP 11/6/2023 | sell | $100,001 – $250,000 | joint | record |
| 2023-10-31 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-11 | VOD | Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) | sell | $1,001 – $15,000 | self | record |
| 2023-10-11 | — | UNITED STATES TREAS BILLS | buy | $50,001 – $100,000 | joint | record |
| 2023-10-11 | — | UNITED STATES TREAS BILLS | buy | $500,001 – $1,000,000 | joint | record |
| 2023-10-11 | CMP | Compass Minerals Intl Inc (CMP) | sell | $1,001 – $15,000 | self | record |
| 2023-10-06 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2023-09-29 | DVN | Devon Energy Corporation (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2023-09-29 | DVN | Devon Energy Corporation (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-26 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | exchange | $50,001 – $100,000 | joint | record |
| 2023-09-26 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | exchange | $500,001 – $1,000,000 | joint | record |
| 2023-09-25 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-25 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-21 | PXD | Pioneer Natural Resources Company (PXD) | buy | $1,001 – $15,000 | joint | record |