Markwayne Mullin Republican · OK
Senate · former member · serving since 2013 · born July 26, 1977
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
450
across 38 filings
Securities traded
111
0 active in 6 months
Disclosed range total
$12,187,450
sum of filed minimums
In plain language
Of 450 disclosed trades, 1 was flagged by the site's published rules — 0.2%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · committee window
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, OK | 118th | 2023–2026 | moved to the Senate |
| OK-2 | 113th–117th | 2013–2023 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| Senate Committee on Appropriations | Member | 13 | majority | record |
| Senate Committee on Armed Services | Member | 10 | majority | record |
| Senate Committee on Health, Education, Labor, and Pensions | Member | 5 | majority | record |
| Senate Committee on Indian Affairs | Member | 4 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | Senate Committee on Armed Services | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Environment and Public Works | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Health, Education, Labor, and Pensions | Member | 2023-02 → 2024-11 |
| 118th | Senate Committee on Indian Affairs | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Energy and Commerce | Member | 2021-03 → 2022-11 |
| 117th | House Permanent Select Committee on Intelligence | Member | 2021-07 → 2022-11 |
| 116th | House Committee on Energy and Commerce | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Energy and Commerce | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Energy and Commerce | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Natural Resources | Member | 2013-03 → 2014-11 |
| 113th | House Committee on Transportation and Infrastructure | Member | 2013-03 → 2014-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
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 |
|---|---|---|---|---|---|---|
| CSX | CSX Corporation - Common Stock | Transportation | 5 | 3 / 2 | $138,003 | 2023-09 → 2025-11 |
| ZTS | Zoetis Inc. Class A Common Stock (ZTS) | Pharmaceuticals & Biotech | 12 | 7 / 5 | $236,506 | 2023-09 → 2025-11 |
| COF | Capital One Financial Corporation Commo… | Banking | 2 | 2 / 0 | $107,501 | 2025-03 → 2025-11 |
| PNR | Pentair plc. Ordinary Share | Industrials | 1 | 1 / 0 | $32,501 | 2025-11 → 2025-11 |
| BRK.B | Berkshire Hathaway Inc. New Common Stoc… | — | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-11 |
| CMG | Chipotle Mexican Grill, Inc. Common Sto… | Retail & Consumer | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-11 |
| FI | Fiserv Inc | — | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-11 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 4 | 4 / 0 | $490,502 | 2023-09 → 2025-11 |
| TMUS | T-Mobile US, Inc. - Common Stock | Telecommunications | 2 | 1 / 1 | $107,501 | 2023-09 → 2025-11 |
| ADBE | Adobe Systems Inc | Software & IT Services | 7 | 5 / 2 | $203,004 | 2023-09 → 2025-09 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 5 | 3 / 2 | $138,003 | 2023-09 → 2025-09 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 4 | 3 / 1 | $105,502 | 2023-09 → 2025-09 |
| ACN | Accenture Plc | Business Services | 2 | 1 / 1 | $107,501 | 2025-02 → 2025-09 |
| NOW | ServiceNow, Inc. Common Stock (NOW) | Software & IT Services | 1 | 1 / 0 | $8,001 | 2025-09 → 2025-09 |
| INTU | Intuit Inc. - Common Stock | Software & IT Services | 1 | 1 / 0 | $32,501 | 2025-09 → 2025-09 |
| ISRG | Intuitive Surgical, Inc. - Common Stock… | Medical Devices | 1 | 1 / 0 | $75,001 | 2025-09 → 2025-09 |
| IHF | iShares U.S. Health Care Providers ETF | — | 1 | 0 / 1 | $32,501 | 2025-09 → 2025-09 |
| WAB | Wabtec Corp | Industrials | 6 | 3 / 3 | $146,003 | 2025-01 → 2025-09 |
| AMAT | Applied Materials, Inc. - Common Stock | Semiconductors | 7 | 6 / 1 | $245,504 | 2023-09 → 2025-05 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 4 | 3 / 1 | $148,002 | 2023-09 → 2025-05 |
| COP | Conocophillips | Oil & Gas | 4 | 3 / 1 | $105,502 | 2023-09 → 2025-05 |
| LRCX | Lam Research Corp | Industrials | 6 | 5 / 1 | $213,003 | 2023-09 → 2025-05 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 4 | 3 / 1 | $172,502 | 2023-09 → 2025-05 |
| VLO | Valero Energy Corp | Oil & Gas | 3 | 2 / 1 | $225,002 | 2023-09 → 2025-05 |
| LHX | L3Harris Technologies Inc | Medical Devices | 2 | 2 / 0 | $65,001 | 2025-02 → 2025-05 |
| LPLA | Lpl Financial Holdings | Capital Markets | 2 | 2 / 0 | $107,501 | 2025-02 → 2025-05 |
| SPY | SPDR S&P 500 | — | 1 | 0 / 1 | $750,001 | 2025-05 → 2025-05 |
| AMD | Advanced Micro Devices, Inc. (AMD) | Semiconductors | 5 | 4 / 1 | $180,503 | 2023-09 → 2025-02 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 3 / 0 | $115,502 | 2023-09 → 2025-02 |
| STZ | Constellation Brands, Inc. Common Stock… | Food & Beverage | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-02 |
| DHR | Danaher Corp | Medical Devices | 2 | 1 / 1 | $65,001 | 2023-09 → 2025-02 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 3 | 2 / 1 | $73,002 | 2023-09 → 2025-02 |
| IQV | Iqvia Holdings Inc | Business Services | 2 | 2 / 0 | $65,001 | 2024-08 → 2025-02 |
| TJX | TJX Companies | Retail & Consumer | 2 | 2 / 0 | $65,001 | 2024-08 → 2025-02 |
| VAW | Materials ETF Vanguard | — | 1 | 0 / 1 | $175,001 | 2025-02 → 2025-02 |
| PM | Philip Morris International Inc | Food & Beverage | 1 | 1 / 0 | $32,501 | 2025-02 → 2025-02 |
| BRK | Bershire Hathaway Cdr [Cad Hedged] | — | 1 | 0 / 1 | $32,501 | 2025-02 → 2025-02 |
| GS | Goldman Sachs Group | Capital Markets | 11 | 9 / 2 | $186,006 | 2023-09 → 2025-02 |
| LRN | Stride Inc | Education | 7 | 5 / 2 | $129,504 | 2024-07 → 2025-02 |
| PRMB | Primo Water Corp | — | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| MTZ | Mastec Inc | Construction | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| IRM | Iron Mountain Inc | Investment Funds | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| DELL | Dell Technologies Inc | Technology Hardware | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| CRDO | Credo Technology Group Holding Ltd | Semiconductors | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| COHR | Coherent Corp | Medical Devices | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| AIT | Applied Industrial Technologies | — | 3 | 3 / 0 | $73,002 | 2025-01 → 2025-02 |
| ABT | Abbott Laboratories Common Stock (ABT) | Pharmaceuticals & Biotech | 4 | 2 / 2 | $81,002 | 2023-09 → 2025-01 |
| IEFA | iShares Core MSCI EAFE ETF | — | 2 | 1 / 1 | $207,501 | 2024-11 → 2025-01 |
| EZU | Eurozone Ishares MSCI ETF | — | 2 | 1 / 1 | $207,501 | 2024-11 → 2025-01 |
| PDBC | Invesco Optimum Yield Diversified Commo… | — | 3 | 2 / 1 | $782,502 | 2024-10 → 2024-12 |
| PCLPX | Pimco Commoditiesplus Strategy Fund Cla… | — | 3 | 1 / 2 | $440,002 | 2024-11 → 2024-12 |
| IEMG | iShares Core MSCI Emerging Markets ETF | — | 2 | 2 / 0 | $83,001 | 2024-11 → 2024-12 |
| VNQ | Vanguard Real Estate ETF | — | 1 | 1 / 0 | $8,001 | 2024-12 → 2024-12 |
| CFSSX | Column Small Cap Select Fund | — | 1 | 1 / 0 | $175,001 | 2024-12 → 2024-12 |
| GICIX | Goldman Sachs Intl Small Cap Insights F… | — | 1 | 1 / 0 | $75,001 | 2024-12 → 2024-12 |
| SFM | Sprouts Farmers Market, Inc. - Common S… | Retail & Consumer | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. -… | Retail & Consumer | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| FRPT | Freshpet, Inc. - Common Stock | Food & Beverage | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 6 | 4 / 2 | $72,503 | 2024-01 → 2024-12 |
| ELF | E.L.F. Beauty Inc | Chemicals | 6 | 4 / 2 | $48,003 | 2024-01 → 2024-12 |
| CYBR | CyberArk Software Ltd. - Ordinary Shares | — | 6 | 4 / 2 | $72,503 | 2024-01 → 2024-12 |
| BMI | Badger Meter, Inc. Common Stock | Medical Devices | 6 | 4 / 2 | $72,503 | 2024-01 → 2024-12 |
| AXON | Axon Enterprise Inc | Defense & Aerospace | 6 | 4 / 2 | $97,003 | 2024-01 → 2024-12 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 3 | 3 / 0 | $115,502 | 2023-09 → 2024-12 |
| PEP | Pepsico Inc | Food & Beverage | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-12 |
| HIYS | Invesco Actively Managed Exchange-Trade… | — | 1 | 1 / 0 | $375,001 | 2024-10 → 2024-10 |
| EW | Edwards Lifesciences Corporation Common… | Medical Devices | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-08 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-08 |
| IWB | Russell 1000 Ishares ETF | — | 3 | 0 / 3 | $1,000,002 | 2024-05 → 2024-06 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-06 |
| NKE | Nike Inc | Materials | 3 | 2 / 1 | $73,002 | 2023-09 → 2024-06 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 1 | 1 / 0 | $32,501 | 2024-06 → 2024-06 |
| SHOP | Shopify Inc | Software & IT Services | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| PYPL | Paypal Holdings | Business Services | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| FCFS | FirstCash Holdings, Inc. - Common Stock | — | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| PODD | Insulet Corp | Medical Devices | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| INST | Instructure Holdings Inc | — | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| HUBB | Hubbell Inc Common Stock | Electronics | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| FN | Fabrinet | Electronics | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| EXLS | ExlService Holdings, Inc. - Common Stock | Business Services | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| CTVA | Corteva Inc | Agriculture | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| CELH | Celsius Holdings Inc | Food & Beverage | 4 | 1 / 3 | $32,002 | 2023-01 → 2024-01 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 4 | 4 / 0 | $233,002 | 2023-09 → 2024-01 |
| META | Meta Platforms Inc | Software & IT Services | 4 | 4 / 0 | $148,002 | 2023-09 → 2024-01 |
| NVDA | NVIDIA Corporation - Common Stock (NVDA) | Semiconductors | 4 | 4 / 0 | $105,502 | 2023-09 → 2024-01 |
| VLTO | Veralto Corp Common Stock (VLTO) | Medical Devices | 1 | 0 / 1 | $8,001 | 2023-12 → 2023-12 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| AXP | American Express Company | Banking | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| ELV | Elevance Health, Inc. Common Stock | Insurance | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| AZO | AutoZone, Inc. Common Stock (AZO) | Retail & Consumer | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| BLK | Blackrock Inc | Capital Markets | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| KO | Coca-Cola Company | Food & Beverage | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| DE | Deere & Company Common Stock (DE) | Industrials | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| EMR | Emerson Electric Company | Electronics | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| PANW | Palo Alto Networks, Inc. Common Stock | Technology Hardware | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| PG | Procter & Gamble Company (PG) | Chemicals | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| SPGI | S&P Global Inc. Common Stock (SPGI) | Business Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| UNP | Union Pacific Corporation Common Stock … | Transportation | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| V | Visa Inc. (V) | Business Services | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| COST | Costco Wholesale | Retail & Consumer | 2 | 2 / 0 | $40,501 | 2023-09 → 2023-10 |
| KLAC | KLA Corporation - Common Stock (KLAC) | Medical Devices | 1 | 1 / 0 | $75,001 | 2023-09 → 2023-09 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -5.2% | 73 | $3,807,037 |
| 2024 | +3.9% | 69 | $1,488,035 |
| 2023 | +1.8% | 130 | $2,649,065 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2025-12-03 | — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 | buy | $50,001 – $100,000 | joint | record |
| 2025-11-10 | PNR | Pentair plc. Ordinary Share | buy | $15,001 – $50,000 | joint | record |
| 2025-11-10 | ZTS | Zoetis Inc. Class A Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-11-10 | CSX | CSX Corporation - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-11-10 | COF | Capital One Financial Corporation Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-11-03 | TMUS | T-Mobile US, Inc. - Common Stock | sell | $50,001 – $100,000 | joint | record |
| 2025-11-03 | BRK.B | Berkshire Hathaway Cl B | sell | $15,001 – $50,000 | joint | record |
| 2025-11-03 | MSFT | Microsoft Corp | buy | $250,001 – $500,000 | joint | record |
| 2025-11-03 | CMG | Chipotle Mexican Grill, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-11-03 | FI | Fiserv Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | IHF | iShares U.S. Health Care Providers ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | TXN | Texas Instruments Incorporated - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | ISRG | Intuitive Surgical, Inc. - Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-09-24 | ACN | Accenture Plc | sell | $15,001 – $50,000 | joint | record |
| 2025-09-24 | INTU | Intuit Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-09-24 | NOW | ServiceNow, Inc. Common Stock | buy | $1,001 – $15,000 | joint | record |
| 2025-09-24 | UNH | Unitedhealth Group Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-09-24 | ADBE | Adobe Systems Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-09-23 | WAB | Wabtec Corp | sell | $15,001 – $50,000 | spouse | record |
| 2025-09-23 | WAB | Wabtec Corp | sell | $1,001 – $15,000 | joint | record |
| 2025-09-23 | WAB | Wabtec Corp | sell | $15,001 – $50,000 | self | record |
| 2025-09-09 | — | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 | buy | $50,001 – $100,000 | joint | record |
| 2025-08-01 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | sell | $15,001 – $50,000 | joint | record |
| 2025-06-18 | — | Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 | buy | $50,001 – $100,000 | joint | record |
| 2025-06-16 | — | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 | sell | $50,001 – $100,000 | joint | record |
| 2025-05-13 | ZTS | Zoetis Inc. Class A Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2025-05-13 | VLO | Valero Energy Corp | buy | $50,001 – $100,000 | joint | record |
| 2025-05-13 | TMO | Thermo Fisher Scientific Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | TXN | Texas Instruments | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | SPY | SPDR S&P 500 | sell | $500,001 – $1,000,000 | joint | record |
| 2025-05-13 | LRCX | Lam Research Corp | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | LHX | L3Harris Technologies Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | LPLA | Lpl Financial Holdings | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | COP | Conocophillips | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | CVX | Chevron Corp | buy | $50,001 – $100,000 | joint | record |
| 2025-05-13 | CSX | CSX Corp | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | AMAT | Applied Materials, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2025-05-13 | ADBE | Adobe Systems Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-04-08 | CSX | CSX Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | AMAT | Applied Materials | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | ADBE | Adobe Systems Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | LRCX | Lam Research Corp | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | CVX | Chevron Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | ZTS | Zoetis Inc Cl A | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | VLO | Valero Energy Corp | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | TXN | Texas Instruments | sell | $15,001 – $50,000 | joint | record |
| 2025-04-08 | TMO | Thermo Fisher Scientific Inc | sell | $50,001 – $100,000 | joint | record |
| 2025-04-08 | COP | Conocophillips | sell | $15,001 – $50,000 | joint | record |
| 2025-03-19 | COF | Capital One Financial Corp | buy | $15,001 – $50,000 | joint | record |
| 2025-02-19 | — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | buy | $50,001 – $100,000 | joint | record |
| 2025-02-19 | — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | buy | $50,001 – $100,000 | joint | record |
| 2025-02-19 | — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | BRK | Bershire Hathaway Cdr [Cad Hedged] | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | PM | Philip Morris International Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | HON | Honeywell International Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | DHR | Danaher Corp | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | AMZN | Amazon.com Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | MSFT | Microsoft Corp | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | AMD | Adv Micro Devices | sell | $50,001 – $100,000 | joint | record |
| 2025-02-13 | TJX | TJX Companies | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | IQV | Iqvia Holdings Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | ACN | Accenture Plc | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | LPLA | Lpl Financial Holdings | buy | $50,001 – $100,000 | joint | record |
| 2025-02-13 | STZ | Constellation Brands Inc | sell | $15,001 – $50,000 | joint | record |
| 2025-02-13 | LHX | L3Harris Technologies Inc | buy | $15,001 – $50,000 | joint | record |
| 2025-02-13 | VAW | Materials ETF Vanguard | sell | $100,001 – $250,000 | joint | record |
| 2025-02-03 | AIT | Applied Industrial Technologies | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | COHR | Coherent Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | CRDO | Credo Technology Group Holding Ltd | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | DELL | Dell Technologies Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | GS | Goldman Sachs Group | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | IRM | Iron Mountain Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | LRN | Stride Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | MTZ | Mastec Inc | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | PRMB | Primo Water Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-02-03 | WAB | Wabtec Corp | buy | $1,001 – $15,000 | joint | record |
| 2025-01-08 | EZU | Eurozone Ishares MSCI ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | IEFA | iShares Core MSCI EAFE ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | ABT | Abbott Laboratories | sell | $1,001 – $15,000 | joint | record |
| 2025-01-08 | — | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | sell | $15,001 – $50,000 | joint | record |
| 2025-01-08 | — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | sell | $50,001 – $100,000 | joint | record |
| 2025-01-08 | — | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | sell | $1,001 – $15,000 | joint | record |
| 2025-01-02 | AIT | Applied Industrial Technologies, Inc. Common Stock | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | COHR | Coherent Corp | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | CRDO | Credo Technology Group Holding Ltd | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | DELL | Dell Technologies Inc. Class C Common Stock | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | GS | Goldman Sachs Group | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | IRM | Iron Mountain Inc | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | LRN | Stride Inc | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | MTZ | Mastec Inc | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | PRMB | Primo Brands Corporation Cl A | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | WAB | Wabtec Corp | buy | $15,001 – $50,000 | self | record |
| 2025-01-02 | AIT | Applied Industrial Technologies, Inc. Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | COHR | Coherent Corp | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | CRDO | Credo Technology Group Holding Ltd | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | DELL | Dell Technologies Inc. Class C Common Stock | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | GS | Goldman Sachs Group | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | IRM | Iron Mountain Inc | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | LRN | Stride Inc | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | MTZ | Mastec Inc | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | PRMB | Primo Brands Corporation Cl A | buy | $15,001 – $50,000 | spouse | record |
| 2025-01-02 | WAB | Wabtec Corp | buy | $15,001 – $50,000 | spouse | record |
| 2024-12-27 | — | Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 | sell | $50,001 – $100,000 | joint | record |
| 2024-12-26 | IEMG | iShares Core MSCI Emerging Markets ETF | buy | $50,001 – $100,000 | joint | record |
| 2024-12-26 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | sell | $250,001 – $500,000 | joint | record |
| 2024-12-26 | GICIX | Goldman Sachs Intl Small Cap Insights Fd Inst | buy | $50,001 – $100,000 | joint | record |
| 2024-12-26 | CFSSX | Column Small Cap Select Fund | buy | $100,001 – $250,000 | joint | record |
| 2024-12-26 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | buy | $250,001 – $500,000 | joint | record |
| 2024-12-26 | VNQ | Vanguard Real Estate ETF | buy | $1,001 – $15,000 | joint | record |
| 2024-12-18 | AXON | Axon Enterprise Inc | sell | $15,001 – $50,000 | self | record |
| 2024-12-18 | BMI | Badger Meter, Inc. Common Stock | sell | $1,001 – $15,000 | self | record |
| 2024-12-18 | CYBR | CyberArk Software Ltd. - Ordinary Shares | sell | $1,001 – $15,000 | self | record |
| 2024-12-18 | ELF | E.L.F. Beauty Inc | sell | $1,001 – $15,000 | self | record |
| 2024-12-18 | FRPT | Freshpet, Inc. - Common Stock | sell | $15,001 – $50,000 | self | record |
| 2024-12-18 | GS | Goldman Sachs Group | sell | $1,001 – $15,000 | self | record |
| 2024-12-18 | LRN | Stride Inc | sell | $1,001 – $15,000 | self | record |
| 2024-12-18 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | sell | $15,001 – $50,000 | self | record |
| 2024-12-18 | SFM | Sprouts Farmers Market, Inc. - Common Stock | sell | $15,001 – $50,000 | self | record |
| 2024-12-18 | AXON | Axon Enterprise, Inc. - Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | BMI | Badger Meter, Inc. Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | CYBR | CyberArk Software Ltd. - Ordinary Shares | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | ELF | E.L.F. Beauty Inc | sell | $1,001 – $15,000 | spouse | record |
| 2024-12-18 | ETN | Eaton Corp | sell | $1,001 – $15,000 | self | record |
| 2024-12-18 | ETN | Eaton Corp | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | FRPT | Freshpet, Inc. - Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | GS | Goldman Sachs Group | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | LRN | Stride, Inc. Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | OLLI | Ollie's Bargain Outlet Holdings, Inc. - Common Sto | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-18 | SFM | Sprouts Farmers Market, Inc. - Common Stock | sell | $15,001 – $50,000 | spouse | record |
| 2024-12-11 | AMAT | Applied Materials, Inc. - Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2024-12-11 | PEP | PepsiCo, Inc. - Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-12-11 | ABT | Abbott Laboratories Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-12-11 | LLY | Eli Lilly and Company Common Stock | buy | $50,001 – $100,000 | joint | record |
| 2024-11-27 | EZU | iShares MSCI Eurozone ETF | buy | $100,001 – $250,000 | joint | record |
| 2024-11-27 | IEMG | iShares Core MSCI Emerging Markets ETF | buy | $1,001 – $15,000 | joint | record |
| 2024-11-27 | IEFA | iShares Core MSCI EAFE ETF | buy | $100,001 – $250,000 | joint | record |
| 2024-11-12 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | sell | $15,001 – $50,000 | joint | record |
| 2024-11-12 | — | Invesco Actively Managed Exchange Traded | buy | $15,001 – $50,000 | joint | record |
| 2024-11-12 | PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 | sell | $15,001 – $50,000 | joint | record |
| 2024-11-12 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | buy | $15,001 – $50,000 | joint | record |
| 2024-10-29 | — | Pimco Commodities Plus Strategy Fund Class | sell | $250,001 – $500,000 | joint | record |
| 2024-10-29 | HIYS | Invesco Actively Managed Exchange-Traded Fund Trus | buy | $250,001 – $500,000 | joint | record |
| 2024-10-29 | — | Pimco Commodities Plus Strategy Fund Class | sell | $250,001 – $500,000 | joint | record |
| 2024-10-29 | PDBC | Invesco Optimum Yield Diversified Commodity Strate | buy | $250,001 – $500,000 | joint | record |
| 2024-10-16 | — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027 | buy | $50,001 – $100,000 | joint | record |
| 2024-10-10 | — | NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025 | buy | $50,001 – $100,000 | joint | record |
| 2024-10-08 | — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036 | buy | $50,001 – $100,000 | joint | record |
| 2024-10-01 | — | Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 | sell | $50,001 – $100,000 | joint | record |
| 2024-08-20 | TJX | TJX Companies, Inc. (The) Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2024-08-20 | SBUX | Starbucks Corp | sell | $15,001 – $50,000 | joint | record |
| 2024-08-20 | IQV | Iqvia Holdings Inc | buy | $15,001 – $50,000 | joint | record |
| 2024-08-20 | EW | Edwards Lifesciences Corp | sell | $15,001 – $50,000 | joint | record |
| 2024-07-30 | LRN | Stride Inc | buy | $1,001 – $15,000 | self | record |
| 2024-07-30 | LRN | Stride, Inc. Common Stock | buy | $1,001 – $15,000 | spouse | record |
| 2024-07-24 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $15,001 – $50,000 | self | record |
| 2024-07-23 | — | Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32 | buy | $50,001 – $100,000 | joint | record |
| 2024-07-23 | — | Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29 | sell | $50,001 – $100,000 | self | record |
| 2024-07-23 | — | Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 | sell | $15,001 – $50,000 | self | record |
| 2024-07-23 | — | Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 | sell | $50,001 – $100,000 | self | record |
| 2024-07-23 | — | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | sell | $15,001 – $50,000 | self | record |
| 2024-07-23 | — | Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 | sell | $50,001 – $100,000 | self | record |
| 2024-07-23 | — | Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 | sell | $15,001 – $50,000 | self | record |
| 2024-07-23 | — | Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 | sell | $15,001 – $50,000 | self | record |
| 2024-07-23 | — | Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 | sell | $100,001 – $250,000 | self | record |
| 2024-07-23 | — | Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 | sell | $15,001 – $50,000 | self | record |
| 2024-06-13 | IWB | Russell 1000 Ishares ETF | sell | $500,001 – $1,000,000 | joint | record |
| 2024-06-12 | NKE | Nike, Inc. Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-06-12 | PH | Parker-Hannifin Corporation Common Stock | buy | $15,001 – $50,000 | joint | record |
| 2024-06-12 | CMCSA | Comcast Corporation - Class A Common Stock | sell | $15,001 – $50,000 | joint | record |
| 2024-06-12 | IWB | Russell 1000 Ishares ETF | sell | $50,001 – $100,000 | joint | record |
| 2024-06-07 | — | Ishares TR Russell 1000 ETF | sell | $50,001 – $100,000 | joint | record |
| 2024-05-08 | — | Pimco Commodities Plus Strategy Fund Class | sell | $15,001 – $50,000 | joint | record |
| 2024-05-08 | IWB | iShares Russell 1000 ETF | sell | $100,001 – $250,000 | joint | record |
| 2024-04-03 | ZTS | Zoetis Inc. Class A Common Stock | sell | $1,001 – $15,000 | joint | record |
| 2024-04-03 | ZTS | Zoetis Inc. Class A Common Stock | sell | $1,001 – $15,000 | self | record |
| 2024-04-03 | ZTS | Zoetis Inc. Class A Common Stock | sell | $1,001 – $15,000 | spouse | record |
| 2024-03-11 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $15,001 – $50,000 | self | record |
| 2024-02-09 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $50,001 – $100,000 | self | record |
| 2024-02-08 | — | Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029 | buy | $50,001 – $100,000 | joint | record |
| 2024-02-07 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $50,001 – $100,000 | self | record |
| 2024-02-06 | — | Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031 | buy | $100,001 – $250,000 | joint | record |
| 2024-01-29 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $100,001 – $250,000 | self | record |
| 2024-01-26 | — | Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035 | buy | $100,001 – $250,000 | joint | record |
| 2024-01-24 | — | McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033 | buy | $100,001 – $250,000 | joint | record |
| 2024-01-23 | — | Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026 | buy | $100,001 – $250,000 | joint | record |
| 2024-01-22 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $50,001 – $100,000 | self | record |
| 2024-01-19 | — | Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024 | buy | $100,001 – $250,000 | joint | record |
| 2024-01-19 | — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | sell | $50,001 – $100,000 | self | record |