Senate · AR

John Boozman

Latest report Oct 21, 2026
Trades reported353
Purchases186
Sales167
Reports filed49

Most traded

Stocks in the most trades

TBLL · 11 tradesGIGB · 9 tradesCMBS · 8 tradesMBB · 8 tradesJMBS · 8 trades

Reports

Every trade, newest report first

Report filed Oct 21, 2026 Open the report

CMBS iShares CMBS ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
TLH iShares 10-20 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
IEF iShares 7-10 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
MBB iShares MBS ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Sep 21, 2026 Reported Oct 21, 2026
O Realty Income Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 24, 2026 Reported Oct 21, 2026
CSCO Cisco Systems, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 24, 2026 Reported Oct 21, 2026

Report filed Oct 21, 2026 Open the report

MU Micron Technology, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
EFA iShares MSCI EAFE ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
SPYM Tradr 2X Long SPY Monthly ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
VEA Vanguard Developed Markets Index Fund - ETF Shares Joint's account Partial sale $1,001 – $15,000 Traded Sep 9, 2026 Reported Oct 21, 2026
TLH iShares 10-20 Year Treasury Bond ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 21, 2026 Reported Oct 21, 2026
MU Micron Technology, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Sep 24, 2026 Reported Oct 21, 2026
APTV Aptiv PLC Ordinary Shares Joint's account Partial sale $1,001 – $15,000 Traded Sep 25, 2026 Reported Oct 21, 2026

Report filed Sep 11, 2026 Open the report

CEG Constellation Energy Corporation - Common Stock When-Issued Joint's account Partial sale $1,001 – $15,000 Traded Aug 13, 2026 Reported Sep 11, 2026
WWSYX Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares Joint's account Sale $15,001 – $50,000 Traded Aug 19, 2026 Reported Sep 11, 2026
JNJ Johnson & Johnson Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Aug 20, 2026 Reported Sep 11, 2026
IVV iShares Core S&P 500 ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 27, 2026 Reported Sep 11, 2026

Report filed Sep 11, 2026 Open the report

FSLR First Solar, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Aug 13, 2026 Reported Sep 11, 2026
AVUV Avantis U.S. Small Cap Value ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 19, 2026 Reported Sep 11, 2026
IJR iShares Core S&P Small-Cap ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 19, 2026 Reported Sep 11, 2026
SPYM Tradr 2X Long SPY Monthly ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 20, 2026 Reported Sep 11, 2026
OTIS Otis Worldwide Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Aug 27, 2026 Reported Sep 11, 2026

Report filed Aug 24, 2026 Open the report

EIPI First Trust Exchange-Traded Fund VIII FT Energy In Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
FTGC First Trust Global Tactical Commodity Strategy Fun Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
FISV Fiserv Inc Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 20, 2025 Reported Aug 24, 2026 · 277 days later
AAXJ iShares MSCI All Country Asia ex Japan ETF Joint's account Sale $1,001 – $15,000 Amended report Traded Nov 6, 2025 Reported Aug 24, 2026 · 291 days later
EFA iShares MSCI EAFE ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 20, 2025 Reported Aug 24, 2026 · 277 days later
IWM iShares Russell 2000 ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
IVV iShares Core S&P 500 ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
LLY Eli Lilly and Company Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
RNWGX NEW WORLD FUND INC - Class R-6 Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 20, 2025 Reported Aug 24, 2026 · 277 days later
CRM Salesforce Inc Joint's account Sale $1,001 – $15,000 Amended report Traded Nov 13, 2025 Reported Aug 24, 2026 · 284 days later
TPYP Tortoise North Amer Pipeline Fund Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
VNQI Vanguard Global ex-U.S. Real Estate ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later
VEA Vanguard FTSE Developed Markets ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded Nov 21, 2025 Reported Aug 24, 2026 · 276 days later

Report filed Aug 20, 2026 Open the report

AVGO Broadcom Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 8, 2025 Reported Aug 20, 2026 · 499 days later
CBOE Cboe Global Markets, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 8, 2025 Reported Aug 20, 2026 · 499 days later
COLPAL COLGATE PALMOLIVE LTD. Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 8, 2025 Reported Aug 20, 2026 · 499 days later
HYG iShares iBoxx $ High Yield Corporate Bond ETF Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 9, 2025 Reported Aug 20, 2026 · 498 days later
META Meta Platforms Inc Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 15, 2025 Reported Aug 20, 2026 · 492 days later
MSFT Microsoft Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 16, 2025 Reported Aug 20, 2026 · 491 days later
MSFT Microsoft Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 22, 2025 Reported Aug 20, 2026 · 485 days later
ORCL Oracle Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 16, 2025 Reported Aug 20, 2026 · 491 days later
UNH Unitedhealth Group Inc Joint's account Purchase $1,001 – $15,000 Amended report Traded Apr 16, 2025 Reported Aug 20, 2026 · 491 days later

Report filed Aug 17, 2026 Open the report

SPYM - Tradr 2X Long SPY Monthly ETF Joint's account Purchase $1,001 – $15,000 Traded Jul 2, 2026 Reported Aug 17, 2026 · 46 days later
CVX Chevron Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 2, 2026 Reported Aug 17, 2026 · 46 days later
EL Estee Lauder Companies, Inc. (The) Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 2, 2026 Reported Aug 17, 2026 · 46 days later
SPYM Tradr 2X Long SPY Monthly ETF Joint's account Purchase $1,001 – $15,000 Traded Jul 23, 2026 Reported Aug 17, 2026
PYPL PayPal Holdings, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jul 30, 2026 Reported Aug 17, 2026
APTV Aptiv PLC Ordinary Shares Joint's account Purchase $1,001 – $15,000 Traded Jul 9, 2026 Reported Aug 17, 2026

Report filed Aug 17, 2026 Open the report

SPYM Tradr 2X Long SPY Monthly ETF Joint's account Purchase $1,001 – $15,000 Amended report Traded Jul 2, 2026 Reported Aug 17, 2026 · 46 days later

Report filed Aug 17, 2026 Open the report

TRV The Travelers Companies, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jul 2, 2026 Reported Aug 17, 2026 · 46 days later
HD Home Depot, Inc. (The) Common Stock Joint's account Sale $1,001 – $15,000 Traded Jul 9, 2026 Reported Aug 17, 2026
JPM JP Morgan Chase & Co. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jul 23, 2026 Reported Aug 17, 2026
CBOE Cboe Global Markets, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Jul 31, 2026 Reported Aug 17, 2026

Report filed Jul 13, 2026 Open the report

BSX Boston Scientific Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Jun 4, 2026 Reported Jul 13, 2026
ATO Atmos Energy Corporation Common Stock Joint's account Sale $1,001 – $15,000 Traded Jun 12, 2026 Reported Jul 13, 2026
IEF iShares 7-10 Year Treasury Bond ETF Joint's account Partial sale $1,001 – $15,000 Traded Jun 17, 2026 Reported Jul 13, 2026
FTGC First Trust Global Tactical Commodity Strategy Fund Joint's account Partial sale $1,001 – $15,000 Traded Jun 25, 2026 Reported Jul 13, 2026
TPYP Tortoise North American Pipeline Fund Joint's account Partial sale $1,001 – $15,000 Traded Jun 25, 2026 Reported Jul 13, 2026

Report filed Jul 13, 2026 Open the report

UNH UnitedHealth Group Incorporated Common Stock (DE) Joint's account Purchase $1,001 – $15,000 Traded Jun 4, 2026 Reported Jul 13, 2026
CEG - Constellation Energy Corporation - Common Stock When-Issued Joint's account Purchase $1,001 – $15,000 Traded Jun 12, 2026 Reported Jul 13, 2026
SCHP - Schwab U.S. TIPS ETF Joint's account Purchase $1,001 – $15,000 Traded Jun 17, 2026 Reported Jul 13, 2026
PALL abrdn Physical Palladium Shares ETF Joint's account Purchase $1,001 – $15,000 Traded Jun 25, 2026 Reported Jul 13, 2026
IGV iShares Expanded Tech-Software Sector ETF Joint's account Purchase $1,001 – $15,000 Traded Jun 25, 2026 Reported Jul 13, 2026

Report filed Jun 16, 2026 Open the report

ACN - Accenture plc Class A Ordinary Shares (Ireland) Joint's account Partial sale $1,001 – $15,000 Traded May 15, 2026 Reported Jun 16, 2026
ECL Ecolab Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded May 15, 2026 Reported Jun 16, 2026
EIPI FT Energy Income Partners Enhanced Income ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
FTGC - First Trust Global Tactical Commodity Strategy Fund Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
GEM Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
MBB iShares MBS ETF Joint's account Partial sale $1,001 – $15,000 Traded May 13, 2026 Reported Jun 16, 2026
IEI iShares 3-7 Year Treasury Bond ETF Joint's account Sale $50,001 – $100,000 Traded May 13, 2026 Reported Jun 16, 2026
CMBS iShares CMBS ETF Joint's account Partial sale $1,001 – $15,000 Traded May 13, 2026 Reported Jun 16, 2026
EFA iShares MSCI EAFE ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
IWM iShares Russell 2000 ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
SPYM - Tradr 2X Long SPY Monthly ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Partial sale $1,001 – $15,000 Traded May 13, 2026 Reported Jun 16, 2026
RNWGX NEW WORLD FUND INC - Class R-6 Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
SCHP Schwab U.S. TIPS ETF Joint's account Partial sale $1,001 – $15,000 Traded May 13, 2026 Reported Jun 16, 2026
IVV iShares Core S&P 500 ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
LITP Sprott Lithium Miners ETF Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
VNQI Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
VEA Vanguard Developed Markets Index Fund - ETF Shares Joint's account Partial sale $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026

Report filed Jun 16, 2026 Open the report

ACN Accenture plc Class A Ordinary Shares (Ireland) Joint's account Partial sale $1,001 – $15,000 Amended report Traded May 15, 2026 Reported Jun 16, 2026
FTGC First Trust Global Tactical Commodity Strategy Fund Joint's account Partial sale $1,001 – $15,000 Amended report Traded May 27, 2026 Reported Jun 16, 2026
SPYM Tradr 2X Long SPY Monthly ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded May 27, 2026 Reported Jun 16, 2026

Report filed Jun 16, 2026 Open the report

ALB Albemarle Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 15, 2026 Reported Jun 16, 2026
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Joint's account Purchase $50,001 – $100,000 Traded May 13, 2026 Reported Jun 16, 2026
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF Joint's account Purchase $1,001 – $15,000 Traded May 13, 2026 Reported Jun 16, 2026
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
GBIL Goldman Sachs Access Treasury 0-1 Year ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
AGZ iShares Agency Bond ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
MBB iShares MBS ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
CMBS iShares CMBS ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
TLH iShares 10-20 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
IEF iShares 7-10 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026
PLTR Palantir Technologies Inc. - Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded May 15, 2026 Reported Jun 16, 2026
SCHP Schwab U.S. TIPS ETF Joint's account Purchase $1,001 – $15,000 Traded May 27, 2026 Reported Jun 16, 2026

Report filed May 11, 2026 Open the report

DTE Dte Energy Company Joint's account Partial sale $1,001 – $15,000 Amended report Traded Mar 19, 2025 Reported May 11, 2026 · 418 days later
IVW iShares S&P 500 Growth ETF Joint's account Partial sale $1,001 – $15,000 Amended report Traded Mar 19, 2025 Reported May 11, 2026 · 418 days later

Report filed May 11, 2026 Open the report

ADBE Adobe Systems Inc Joint's account Purchase $1,001 – $15,000 Amended report Traded Sep 4, 2025 Reported May 11, 2026 · 249 days later
GOOGL Alphabet Cl A Joint's account Purchase $1,001 – $15,000 Amended report Traded Sep 17, 2025 Reported May 11, 2026 · 236 days later
ETN Eaton Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded Sep 12, 2025 Reported May 11, 2026 · 241 days later
IEI iShares 3-7 Year Treasury Bond ETF Joint's account Purchase $15,001 – $50,000 Amended report Traded Sep 16, 2025 Reported May 11, 2026 · 237 days later
SHY iShares 1-3 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Amended report Traded Sep 16, 2025 Reported May 11, 2026 · 237 days later
IEF iShares 7-10 Year Treasury Bond ETF Joint's account Purchase $15,001 – $50,000 Amended report Traded Sep 16, 2025 Reported May 11, 2026 · 237 days later
SCHP Schwab U.S. TIPS ETF Joint's account Purchase $1,001 – $15,000 Amended report Traded Sep 16, 2025 Reported May 11, 2026 · 237 days later

Report filed May 8, 2026 Open the report

CEG Constellation Energy Corporation - Common Stock When-Issued Joint's account Purchase $1,001 – $15,000 Traded Apr 2, 2026 Reported May 8, 2026
DVN Devon Energy Corporation Common Stock Joint's account Purchase $1,001 – $15,000 Traded Apr 9, 2026 Reported May 8, 2026

Report filed May 8, 2026 Open the report

TBLL Invesco Short Term Treasury ETF Joint's account Partial sale $1,001 – $15,000 Traded Apr 2, 2026 Reported May 8, 2026

Report filed Apr 14, 2026 Open the report

BBEU JPMorgan BetaBuilders Europe ETF Joint's account Sale $15,001 – $50,000 Traded Mar 19, 2026 Reported Apr 14, 2026
JNJ Johnson & Johnson Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Mar 19, 2026 Reported Apr 14, 2026
TPYP Tortoise North American Pipeline Fund Joint's account Partial sale $1,001 – $15,000 Traded Mar 20, 2026 Reported Apr 14, 2026

Report filed Apr 14, 2026 Open the report

ARES Ares Management Corporation Class A Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 13, 2026 Reported Apr 14, 2026
FTGC First Trust Global Tactical Commodity Strategy Fund Joint's account Purchase $1,001 – $15,000 Traded Mar 19, 2026 Reported Apr 14, 2026
MSFT Microsoft Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 5, 2026 Reported Apr 14, 2026
NVDA NVIDIA Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Mar 19, 2026 Reported Apr 14, 2026
SPYM Tradr 2X Long SPY Monthly ETF Joint's account Purchase $1,001 – $15,000 Traded Mar 20, 2026 Reported Apr 14, 2026
VEA Vanguard Developed Markets Index Fund - ETF Shares Joint's account Purchase $1,001 – $15,000 Traded Mar 19, 2026 Reported Apr 14, 2026

Report filed Mar 6, 2026 Open the report

ADBE Adobe Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 13, 2026 Reported Mar 6, 2026
AMAT Applied Materials, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 27, 2026 Reported Mar 6, 2026
DBLEX DoubleLine Emerging Markets Fixed Income Fund - Class I Joint's account Sale $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
AGZ iShares Agency Bond ETF Joint's account Partial sale $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
MBB iShares MBS ETF Joint's account Partial sale $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
SHY iShares 1-3 Year Treasury Bond ETF Joint's account Sale $15,001 – $50,000 Traded Feb 6, 2026 Reported Mar 6, 2026
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Partial sale $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
PG Procter & Gamble Company (The) Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 26, 2026 Reported Mar 6, 2026
UNP Union Pacific Corporation Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Feb 19, 2026 Reported Mar 6, 2026

Report filed Mar 6, 2026 Open the report

XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF Joint's account Purchase $15,001 – $50,000 Traded Feb 6, 2026 Reported Mar 6, 2026
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
CMBS iShares CMBS ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
TLH iShares 10-20 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
IEF iShares 7-10 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026
KR Kroger Company (The) Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2026 Reported Mar 6, 2026
MSFT Microsoft Corporation - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 13, 2026 Reported Mar 6, 2026
NTAP NetApp, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 27, 2026 Reported Mar 6, 2026
UBER Uber Technologies, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Feb 6, 2026 Reported Mar 6, 2026

Report filed Feb 15, 2026 Open the report

PALL abrdn Physical Palladium Shares ETF Joint's account Sale $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
PPLT abrdn Physical Platinum Shares ETF Joint's account Sale $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
FISV Fiserv Inc Joint's account Sale $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
SLV iShares Silver Trust Joint's account Sale $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
IWM iShares Russell 2000 ETF Joint's account Partial sale $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
IVW iShares S&P 500 Growth ETF Joint's account Sale $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
LRCX Lam Research Corp Joint's account Partial sale $1,001 – $15,000 Traded Jan 8, 2026 Reported Feb 15, 2026
MU Micron Technology Joint's account Partial sale $1,001 – $15,000 Traded Jan 8, 2026 Reported Feb 15, 2026
MU Micron Technology Joint's account Partial sale $1,001 – $15,000 Traded Jan 26, 2026 Reported Feb 15, 2026
OMC Omnicom Group Inc Joint's account Partial sale $1,001 – $15,000 Traded Jan 15, 2026 Reported Feb 15, 2026
OMC Omnicom Group Inc Joint's account Sale $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
MDY SPDR S&P MidCap 400 ETF Trust Joint's account Partial sale $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
SPYM Joint's account Partial sale $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
UNP Union Pacific Corp Joint's account Partial sale $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026

Report filed Feb 15, 2026 Open the report

AAPL Apple Inc Joint's account Purchase $1,001 – $15,000 Traded Jan 15, 2026 Reported Feb 15, 2026
CAT Caterpillar Inc Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
CVS CVS Corp Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
DXCM Dexcom Inc Joint's account Purchase $1,001 – $15,000 Traded Jan 26, 2026 Reported Feb 15, 2026
DIS Walt Disney Company Joint's account Purchase $1,001 – $15,000 Traded Jan 8, 2026 Reported Feb 15, 2026
ETN Eaton Corp Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
XOM Exxon Mobil Corp Joint's account Purchase $1,001 – $15,000 Traded Jan 8, 2026 Reported Feb 15, 2026
EIPI First Trust Exchange-Traded Fund VIII FT Energy In Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
FTGC First Trust Global Tactical Commodity Strategy Fun Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
GIGB Goldman Sachs Access Investment Grade Corporate Bo Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
MBB iShares MBS ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
CMBS iShares CMBS Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
IVV iShares Core S&P 500 ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
NFLX Netflix Inc Joint's account Purchase $1,001 – $15,000 Traded Jan 8, 2026 Reported Feb 15, 2026
RNWGX New World Fund Inc. Cl R-6 Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
PYPL Paypal Holdings Joint's account Purchase $1,001 – $15,000 Traded Jan 29, 2026 Reported Feb 15, 2026
LITP Sprott Lithium Miners ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
TPYP Tortoise Capital Series Trust Tortoise North Ameri Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
VNQI Vanguard Global ex-U.S. Real Estate ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 23, 2026 Reported Feb 15, 2026
V Visa Inc Joint's account Purchase $1,001 – $15,000 Traded Jan 15, 2026 Reported Feb 15, 2026

Report filed Jan 13, 2026 Open the report

PALL abrdn Physical Palladium Shares ETF Joint's account Partial sale $1,001 – $15,000 Traded Dec 24, 2025 Reported Jan 13, 2026
PPLT abrdn Physical Platinum Shares ETF Joint's account Partial sale $1,001 – $15,000 Traded Dec 24, 2025 Reported Jan 13, 2026
BSX Boston Scientific Corp Joint's account Partial sale $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 13, 2026
TBLL Invesco Short Term Treasury ETF Joint's account Partial sale $1,001 – $15,000 Traded Dec 11, 2025 Reported Jan 13, 2026
SLV iShares Silver Trust Joint's account Partial sale $1,001 – $15,000 Traded Dec 24, 2025 Reported Jan 13, 2026
MSI Motorola Solutions, Inc. Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 13, 2026
KRE SPDR S&P Regional Banking ETF Joint's account Sale $1,001 – $15,000 Traded Dec 26, 2025 Reported Jan 13, 2026
SMCI Super Micro Computer, Inc. - Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 31, 2025 Reported Jan 13, 2026

Report filed Jan 13, 2026 Open the report

AAPL Apple Inc Joint's account Purchase $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 13, 2026
ANET Arista Networks, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 11, 2025 Reported Jan 13, 2026
IJR iShares Core S&P Small-Cap ETF Joint's account Purchase $1,001 – $15,000 Traded Dec 26, 2025 Reported Jan 13, 2026
IVW iShares S&P 500 Growth ETF Joint's account Purchase $1,001 – $15,000 Traded Dec 31, 2025 Reported Jan 13, 2026
MSFT Microsoft Corp Joint's account Purchase $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 13, 2026
SPYM State Street SPDR Portfolio S&P 500 ETF Joint's account Purchase $15,001 – $50,000 Traded Dec 24, 2025 Reported Jan 13, 2026
SMCI Super Micro Computer Joint's account Purchase $1,001 – $15,000 Traded Dec 11, 2025 Reported Jan 13, 2026
WFC Wells Fargo & Company Joint's account Purchase $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 13, 2026

Report filed Dec 8, 2025 Open the report

RNWAX American Funds - New World Fund Inc Class R-1 Sh Joint's account Partial sale $1,001 – $15,000 Traded Nov 20, 2025 Reported Dec 8, 2025

Report filed Dec 8, 2025 Open the report

WWSYX Westwood Smallcap Fund Class Y Joint's account Purchase $1,001 – $15,000 Traded Nov 20, 2025 Reported Dec 8, 2025
AMZN Amazon.com Inc Joint's account Purchase $1,001 – $15,000 Traded Nov 13, 2025 Reported Dec 8, 2025
ANET Arista Networks Inc Joint's account Purchase $1,001 – $15,000 Traded Nov 13, 2025 Reported Dec 8, 2025
GIGB Goldman Sachs Access Investment Grade Corporate Bo Joint's account Purchase $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 8, 2025
MBB iShares MBS ETF Joint's account Purchase $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 8, 2025
CMBS iShares CMBS Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 8, 2025
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Purchase $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 8, 2025
META Joint's account Purchase $1,001 – $15,000 Traded Nov 13, 2025 Reported Dec 8, 2025
PYPL Paypal Holdings Joint's account Purchase $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 8, 2025
MDY S&P Midcap 400 SPDR Joint's account Purchase $1,001 – $15,000 Traded Nov 21, 2025 Reported Dec 8, 2025
VWO Vanguard FTSE Emerging Markets ETF Joint's account Purchase $1,001 – $15,000 Traded Nov 6, 2025 Reported Dec 8, 2025
VEA Vanguard FTSE Developed Markets ETF Joint's account Purchase $1,001 – $15,000 Traded Nov 6, 2025 Reported Dec 8, 2025

Report filed Nov 15, 2025 Open the report

COST Costco Wholesale Joint's account Purchase $1,001 – $15,000 Traded Oct 9, 2025 Reported Nov 15, 2025
EIPI First Trust Exchange-Traded Fund VIII FT Energy In Joint's account Purchase $15,001 – $50,000 Traded Oct 3, 2025 Reported Nov 15, 2025
FTGC First Trust Global Tactical Commodity Strategy Fun Joint's account Purchase $1,001 – $15,000 Traded Oct 3, 2025 Reported Nov 15, 2025
META Meta Platforms Inc Joint's account Purchase $1,001 – $15,000 Traded Oct 31, 2025 Reported Nov 15, 2025

Report filed Nov 15, 2025 Open the report

COLPAL COLGATE PALMOLIVE LTD. Joint's account Sale $1,001 – $15,000 Traded Oct 9, 2025 Reported Nov 15, 2025
EMLP First Trust North American Energy Infrastructure F Joint's account Sale $15,001 – $50,000 Traded Oct 3, 2025 Reported Nov 15, 2025
IQV Iqvia Holdings Inc Joint's account Partial sale $1,001 – $15,000 Traded Oct 2, 2025 Reported Nov 15, 2025
SLV iShares Silver Trust Joint's account Partial sale $1,001 – $15,000 Traded Oct 3, 2025 Reported Nov 15, 2025
OMC Omnicom Group Inc Joint's account Partial sale $1,001 – $15,000 Traded Oct 31, 2025 Reported Nov 15, 2025
LITP Sprott Lithium Miners ETF Joint's account Partial sale $1,001 – $15,000 Traded Oct 3, 2025 Reported Nov 15, 2025
URNM Sprott Uranium Miners ETF Joint's account Sale $1,001 – $15,000 Traded Oct 3, 2025 Reported Nov 15, 2025
TPYP Tortoise North American Pipeline ETF Joint's account Partial sale $1,001 – $15,000 Traded Nov 3, 2025 Reported Nov 15, 2025

Report filed Oct 10, 2025 Open the report

GIGB Goldman Sachs Access Investment Grade Corporate Bo Joint's account Partial sale $1,001 – $15,000 Traded Sep 16, 2025 Reported Oct 10, 2025
GBIL Goldman Sachs Access Treasury 0-1 Year ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 16, 2025 Reported Oct 10, 2025
AGZ iShares Agency Bond ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 16, 2025 Reported Oct 10, 2025
MBB iShares MBS ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 16, 2025 Reported Oct 10, 2025
TLT iShares 20+ Year Treasury Bond ETF Joint's account Partial sale $15,001 – $50,000 Traded Sep 16, 2025 Reported Oct 10, 2025
CMBS iShares CMBS Bond ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 16, 2025 Reported Oct 10, 2025
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Partial sale $1,001 – $15,000 Traded Sep 16, 2025 Reported Oct 10, 2025
MU Micron Technology Joint's account Partial sale $1,001 – $15,000 Traded Sep 17, 2025 Reported Oct 10, 2025
ORCL Oracle Corp Joint's account Partial sale $1,001 – $15,000 Traded Sep 12, 2025 Reported Oct 10, 2025

Report filed Oct 10, 2025 Open the report

GOOGL Alphabet Cl A Joint's account Purchase $15,001 – $50,000 Traded Sep 17, 2025 Reported Oct 10, 2025

Report filed Sep 12, 2025 Open the report

ABBV Abbvie Inc Joint's account Partial sale $1,001 – $15,000 Traded Aug 11, 2025 Reported Sep 12, 2025
ABBV Abbvie Inc Joint's account Partial sale $1,001 – $15,000 Traded Aug 22, 2025 Reported Sep 12, 2025
PALL abrdn Physical Palladium Shares ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
PPLT abrdn Physical Platinum Shares ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
EMLP First Trust North American Energy Infrastructure F Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
GIGB Goldman Sachs Access Investment Grade Corporate Bo Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
TBLL Invesco Short Term Treasury ETF Joint's account Partial sale $15,001 – $50,000 Traded Aug 1, 2025 Reported Sep 12, 2025
SLV iShares Silver Trust Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
EFA iShares MSCI EAFE ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
IVV iShares Core S&P 500 ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
MU Micron Technology Joint's account Partial sale $1,001 – $15,000 Traded Aug 22, 2025 Reported Sep 12, 2025
URNM Sprott Uranium Miners ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
EMRZX Emerging Markets Fund Class Z Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
EMRZX Emerging Markets Fund Class Z Joint's account Partial sale $15,001 – $50,000 Traded Aug 7, 2025 Reported Sep 12, 2025
EMRZX Emerging Markets Fund Class Z Joint's account Sale $15,001 – $50,000 Traded Aug 14, 2025 Reported Sep 12, 2025
VEA Vanguard FTSE Developed Markets ETF Joint's account Partial sale $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025

Report filed Sep 12, 2025 Open the report

AMD Advanced Micro Devices, Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Aug 7, 2025 Reported Sep 12, 2025
WWSYX Westwood Smallcap Fund Class Y Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
AGZ iShares Agency Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
MBB iShares MBS ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
TLT iShares 20+ Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
IEI iShares 3-7 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
CMBS iShares CMBS Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
TLH iShares 10-20 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
SHY iShares 1-3 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
IEF iShares 7-10 Year Treasury Bond ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
IWM iShares Russell 2000 ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
JMBS Janus Henderson Mortgage-Backed Securities ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
LLY Eli Lilly and Company Joint's account Purchase $1,001 – $15,000 Traded Aug 11, 2025 Reported Sep 12, 2025
LLY Eli Lilly and Company Joint's account Purchase $1,001 – $15,000 Traded Aug 22, 2025 Reported Sep 12, 2025
RNWGX New World Fund Inc. Cl R-6 Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
RNWGX New World Fund Inc. Cl R-6 Joint's account Purchase $15,001 – $50,000 Traded Aug 7, 2025 Reported Sep 12, 2025
RNWGX New World Fund Inc. Cl R-6 Joint's account Purchase $15,001 – $50,000 Traded Aug 14, 2025 Reported Sep 12, 2025
NVDA Nvidia Corp Joint's account Purchase $1,001 – $15,000 Traded Aug 22, 2025 Reported Sep 12, 2025
SCHP Schwab U.S. TIPS ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025
VNQI Vanguard Global ex-U.S. Real Estate ETF Joint's account Purchase $1,001 – $15,000 Traded Aug 1, 2025 Reported Sep 12, 2025

Report filed Aug 6, 2025 Open the report

BRK-B - Berkshire Hathaway Inc Class B Joint's account Purchase $1,001 – $15,000 Traded Jul 24, 2025 Reported Aug 6, 2025
GE General Electric Company Joint's account Purchase $1,001 – $15,000 Traded Jul 31, 2025 Reported Aug 6, 2025
GIGB Goldman Sachs Access Investment Grade Corporate Bo Joint's account Purchase $1,001 – $15,000 Traded Jul 8, 2025 Reported Aug 6, 2025
WMT Walmart Inc Joint's account Purchase $1,001 – $15,000 Traded Jul 31, 2025 Reported Aug 6, 2025

Report filed Aug 6, 2025 Open the report

GD General Dynamics Corp Joint's account Partial sale $1,001 – $15,000 Traded Jul 31, 2025 Reported Aug 6, 2025
HYG iShares iBoxx $ High Yield Corporate Bond ETF Joint's account Sale $1,001 – $15,000 Traded Jul 8, 2025 Reported Aug 6, 2025
JPM JP Morgan Chase & Company Joint's account Partial sale $1,001 – $15,000 Traded Jul 24, 2025 Reported Aug 6, 2025
MU Micron Technology Joint's account Partial sale $1,001 – $15,000 Traded Jul 1, 2025 Reported Aug 6, 2025
MDLZ Mondelez Intl Inc Joint's account Partial sale $1,001 – $15,000 Traded Jul 31, 2025 Reported Aug 6, 2025

Report filed Jul 9, 2025 Open the report

AVGO Broadcom Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jun 11, 2025 Reported Jul 9, 2025
TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Jun 11, 2025 Reported Jul 9, 2025

Report filed Jul 9, 2025 Open the report

MU Micron Technology Joint's account Partial sale $1,001 – $15,000 Traded Jun 11, 2025 Reported Jul 9, 2025
UNH Unitedhealth Group Inc Joint's account Sale $1,001 – $15,000 Traded Jun 11, 2025 Reported Jul 9, 2025

Report filed Jul 9, 2025 Open the report

GOOGL Alphabet Cl A Joint's account Purchase $1,001 – $15,000 Amended report Traded May 20, 2025 Reported Jul 9, 2025 · 50 days later
AMZN Amazon.com Inc Joint's account Purchase $1,001 – $15,000 Amended report Traded May 16, 2025 Reported Jul 9, 2025 · 54 days later
ATO Atmos Energy Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded May 20, 2025 Reported Jul 9, 2025 · 50 days later
AVGO Broadcom Inc. - Common Stock Joint's account Purchase $1,001 – $15,000 Amended report Traded May 13, 2025 Reported Jul 9, 2025 · 57 days later
HD Home Depot Joint's account Purchase $1,001 – $15,000 Amended report Traded May 16, 2025 Reported Jul 9, 2025 · 54 days later
HD Home Depot Joint's account Purchase $1,001 – $15,000 Amended report Traded May 20, 2025 Reported Jul 9, 2025 · 50 days later
META Meta Platforms Inc Joint's account Purchase $1,001 – $15,000 Amended report Traded May 16, 2025 Reported Jul 9, 2025 · 54 days later
META Meta Platforms Inc Joint's account Purchase $1,001 – $15,000 Amended report Traded May 30, 2025 Reported Jul 9, 2025
NVDA Nvidia Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded May 13, 2025 Reported Jul 9, 2025 · 57 days later
RTX Raytheon Technologies Corp Joint's account Purchase $1,001 – $15,000 Amended report Traded May 30, 2025 Reported Jul 9, 2025

Report filed Jun 14, 2025 Open the report

DTE Dte Energy Company Joint's account Sale $1,001 – $15,000 Traded May 20, 2025 Reported Jun 14, 2025
FBIN Fortune Brands Innovations Inc Joint's account Sale $1,001 – $15,000 Traded May 30, 2025 Reported Jun 14, 2025
GD General Dynamics Corp Joint's account Partial sale $1,001 – $15,000 Traded May 20, 2025 Reported Jun 14, 2025
TBLL Invesco Short Term Treasury ETF Joint's account Partial sale $1,001 – $15,000 Traded May 16, 2025 Reported Jun 14, 2025
LOW Lowe's Companies Joint's account Partial sale $1,001 – $15,000 Traded May 20, 2025 Reported Jun 14, 2025
NRG NRG Energy Joint's account Partial sale $1,001 – $15,000 Traded May 20, 2025 Reported Jun 14, 2025
VLO Valero Energy Corp Joint's account Sale $1,001 – $15,000 Traded May 13, 2025 Reported Jun 14, 2025

Report filed May 14, 2025 Open the report

FTGC First Trust Global Tactical Commodity Strategy Fun Joint's account Purchase $1,001 – $15,000 Traded Apr 8, 2025 Reported May 14, 2025

Report filed May 14, 2025 Open the report

AMAT Applied Materials Joint's account Partial sale $1,001 – $15,000 Traded Apr 16, 2025 Reported May 14, 2025
BAC Bank of America Corp Joint's account Partial sale $1,001 – $15,000 Traded Apr 15, 2025 Reported May 14, 2025
GILD Gilead Sciences Inc Joint's account Sale $1,001 – $15,000 Traded Apr 16, 2025 Reported May 14, 2025
SHY iShares 1-3 Year Treasury Bond ETF Joint's account Partial sale $1,001 – $15,000 Traded Apr 9, 2025 Reported May 14, 2025
IVW iShares S&P 500 Growth ETF Joint's account Sale $1,001 – $15,000 Traded Apr 8, 2025 Reported May 14, 2025
JPM JP Morgan Chase & Company Joint's account Partial sale $1,001 – $15,000 Traded Apr 8, 2025 Reported May 14, 2025
LRCX Lam Research Corp Joint's account Partial sale $1,001 – $15,000 Traded Apr 16, 2025 Reported May 14, 2025
CRM Salesforce Inc Joint's account Partial sale $1,001 – $15,000 Traded Apr 22, 2025 Reported May 14, 2025

Report filed Apr 20, 2025 Open the report

AMAT Applied Materials Joint's account Purchase $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 20, 2025
TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Mar 5, 2025 Reported Apr 20, 2025 · 46 days later
TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 20, 2025

Report filed Apr 20, 2025 Open the report

DTE Dte Energy Company Joint's account Sale $1,001 – $15,000 Traded Mar 19, 2025 Reported Apr 20, 2025

Report filed Mar 6, 2025 Open the report

BAC Bank of America Corp Joint's account Partial sale $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
DIS Walt Disney Company Joint's account Sale $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
EMLP First Trust North American Energy Infrastructure F Joint's account Partial sale $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
FTGC First Trust Global Tactical Commodity Strategy Fun Joint's account Partial sale $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
IVW iShares S&P 500 Growth ETF Joint's account Partial sale $1,001 – $15,000 Traded Feb 14, 2025 Reported Mar 6, 2025
IVW iShares S&P 500 Growth ETF Joint's account Partial sale $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
JPM JP Morgan Chase & Company Joint's account Partial sale $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
LRCX Lam Research Corp Joint's account Partial sale $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
PFE Pfizer Inc Joint's account Sale $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
QSR Restaurant Brands International Joint's account Sale $1,001 – $15,000 Traded Feb 4, 2025 Reported Mar 6, 2025

Report filed Mar 6, 2025 Open the report

GOOGL Alphabet Cl A Joint's account Purchase $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
AMZN Amazon.com Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 4, 2025 Reported Mar 6, 2025
AMZN Amazon.com Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
AXP American Express Company Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
AXP American Express Company Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
BSX Boston Scientific Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 13, 2025 Reported Mar 6, 2025
ECL Ecolab Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
MA Mastercard Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
MSFT Microsoft Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 5, 2025 Reported Mar 6, 2025
MSFT Microsoft Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 14, 2025 Reported Mar 6, 2025
MSI Motorola Solutions Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
NVDA Nvidia Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
LITP Sprott Lithium Miners ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 26, 2025 Reported Mar 6, 2025
URNM Sprott Uranium Miners ETF Joint's account Purchase $1,001 – $15,000 Traded Feb 25, 2025 Reported Mar 6, 2025

Report filed Feb 8, 2025 Open the report

TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 8, 2025
TBLL Invesco Short Term Treasury ETF Joint's account Purchase $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 8, 2025
MA Mastercard Incorporated Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 14, 2025 Reported Feb 8, 2025
NRG NRG Energy, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 8, 2025
NVDA Nvidia Corp Joint's account Purchase $1,001 – $15,000 Traded Jan 14, 2025 Reported Feb 8, 2025
CRM Salesforce Inc Joint's account Purchase $1,001 – $15,000 Traded Jan 14, 2025 Reported Feb 8, 2025

Report filed Feb 8, 2025 Open the report

CSCO Cisco Systems Inc Joint's account Sale $1,001 – $15,000 Traded Jan 14, 2025 Reported Feb 8, 2025
EBAY Ebay Inc Joint's account Sale $1,001 – $15,000 Traded Jan 14, 2025 Reported Feb 8, 2025
HPQ HP Inc Joint's account Sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 8, 2025
QQQ Invesco QQQ Trust, Series 1 Joint's account Sale $1,001 – $15,000 Traded Jan 14, 2025 Reported Feb 8, 2025
IVW iShares S&P 500 Growth ETF Joint's account Partial sale $1,001 – $15,000 Traded Jan 28, 2025 Reported Feb 8, 2025
SPY SPDR??S&P 500? ETF Trust Joint's account Sale $1,001 – $15,000 Traded Jan 16, 2025 Reported Feb 8, 2025

Report filed Jan 14, 2025 Open the report

AMAT Applied Materials, Inc. - Common Stock Joint's account Partial sale $1,001 – $15,000 Traded Dec 23, 2024 Reported Jan 14, 2025

Amounts are the ranges members report, not exact amounts. Reports can come up to 45 days after the trade. From House and Senate STOCK Act reports. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast