Senate · OK

Markwayne Mullin

Latest report Mar 10, 2026
Trades reported320
Purchases175
Sales145
Reports filed26

Most traded

Stocks in the most trades

Reports

Every trade, newest report first

Report filed Mar 10, 2026 Open the report

INTU Intuit Inc. - Common Stock Joint's account Sale $15,001 – $50,000 Traded Feb 25, 2026 Reported Mar 10, 2026
AZO AutoZone, Inc. Common Stock Joint's account Sale $50,001 – $100,000 Traded Feb 25, 2026 Reported Mar 10, 2026
UNH UnitedHealth Group Incorporated Common Stock (DE) Joint's account Purchase $50,001 – $100,000 Traded Feb 25, 2026 Reported Mar 10, 2026

Report filed Mar 2, 2026 Open the report

ADBE Adobe Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
AIT Applied Industrial Technologies, Inc. Common Stock Joint's account Sale $1,001 – $15,000 Traded Feb 4, 2026 Reported Mar 2, 2026
AMKR Amkor Technology, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
APG APi Group Corporation Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
C Citigroup, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
COHR Coherent Corp. Common Stock Joint's account Sale $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
CRDO Credo Technology Group Holding Ltd - Ordinary Shares Joint's account Sale $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
CRS Carpenter Technology Corporation Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
DELL Dell Technologies Inc. Class C Common Stock Joint's account Sale $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
FCFS FirstCash Holdings, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
GS Goldman Sachs Group, Inc. (The) Common Stock Joint's account Sale $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
IRM Iron Mountain Incorporated (Delaware)Common Stock REIT Joint's account Sale $1,001 – $15,000 Traded Feb 4, 2026 Reported Mar 2, 2026
LRN Stride, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
MCK McKesson Corporation Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
MPWR Monolithic Power Systems, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
MTZ MasTec, Inc. Common Stock Joint's account Sale $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026
VSEC VSE Corporation - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Feb 4, 2026 Reported Mar 2, 2026

Report filed Feb 4, 2026 Open the report

ADBE Adobe Inc. - Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
AMKR Amkor Technology, Inc. - Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
APG APi Group Corporation Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
C Citigroup Inc Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
CRS Carpenter Technology Corporation Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
FCFS FirstCash Holdings, Inc. - Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
LRN Stride, Inc. Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
MCK McKesson Corporation Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
MPWR Monolithic Power Systems, Inc. - Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
VSEC VSE Corporation - Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
ADBE Adobe Inc. - Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
AMKR Amkor Technology, Inc. - Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
APG APi Group Corporation Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
C Citigroup Inc Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
CRS Carpenter Technology Corporation Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
FCFS FirstCash Holdings, Inc. - Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
LRN Stride, Inc. Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
MCK McKesson Corporation Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
MPWR Monolithic Power Systems, Inc. - Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
VSEC VSE Corporation - Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 5, 2026 Reported Feb 4, 2026
Municipal bond · COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 Joint's account Partial sale $1,001 – $15,000 Traded Jan 21, 2026 Reported Feb 4, 2026
Municipal bond · SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 Joint's account Partial sale $50,001 – $100,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 Joint's account Partial sale $50,001 – $100,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 Joint's account Partial sale $50,001 – $100,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 Joint's account Partial sale $1,001 – $15,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 Joint's account Partial sale $1,001 – $15,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 Joint's account Partial sale $50,001 – $100,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 Joint's account Partial sale $1,001 – $15,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 Joint's account Partial sale $15,001 – $50,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 Joint's account Partial sale $1,001 – $15,000 Traded Jan 20, 2026 Reported Feb 4, 2026
Municipal bond · KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 Joint's account Partial sale $50,001 – $100,000 Traded Jan 20, 2026 Reported Feb 4, 2026

Report filed Jan 16, 2026 Open the report

COP ConocoPhillips Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
NOW ServiceNow, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
INTU Intuit Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
HD Home Depot, Inc. (The) Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
COST Costco Wholesale Corporation - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
AMAT Applied Materials, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
HLT Hilton Worldwide Holdings Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
MA Mastercard Incorporated Common Stock Joint's account Purchase $50,001 – $100,000 Traded Dec 29, 2025 Reported Jan 16, 2026
META Meta Platforms, Inc. - Class A Common Stock Joint's account Purchase $50,001 – $100,000 Traded Dec 29, 2025 Reported Jan 16, 2026
AAPL Apple Inc. - Common Stock Joint's account Purchase $100,001 – $250,000 Traded Dec 29, 2025 Reported Jan 16, 2026
CVX Chevron Corporation Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
AXP American Express Company Common Stock Joint's account Purchase $1,001 – $15,000 Traded Dec 29, 2025 Reported Jan 16, 2026
ELV Elevance Health, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
IQV IQVIA Holdings, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
CRM Salesforce, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
NVDA NVIDIA Corporation - Common Stock Joint's account Purchase $100,001 – $250,000 Traded Dec 29, 2025 Reported Jan 16, 2026
AMZN Amazon.com, Inc. - Common Stock Joint's account Purchase $100,001 – $250,000 Traded Dec 29, 2025 Reported Jan 16, 2026
KO Coca-Cola Company (The) Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
LRCX Lam Research Corporation - Common Stock Joint's account Purchase $50,001 – $100,000 Traded Dec 29, 2025 Reported Jan 16, 2026
GS Goldman Sachs Group, Inc. (The) Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
MSFT Microsoft Corporation - Common Stock Joint's account Purchase $100,001 – $250,000 Traded Dec 29, 2025 Reported Jan 16, 2026
BSX Boston Scientific Corporation Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
DE Deere & Company Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
ICE Intercontinental Exchange Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
GOOGL Alphabet Inc. - Class A Common Stock Joint's account Purchase $100,001 – $250,000 Traded Dec 29, 2025 Reported Jan 16, 2026
RTX RTX Corporation Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
COF Capital One Financial Corporation Common Stock Joint's account Purchase $50,001 – $100,000 Traded Dec 29, 2025 Reported Jan 16, 2026
JPM JP Morgan Chase & Co. Common Stock Joint's account Purchase $50,001 – $100,000 Traded Dec 29, 2025 Reported Jan 16, 2026
LLY Eli Lilly and Company Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026
CAT Caterpillar, Inc. Common Stock Joint's account Purchase $15,001 – $50,000 Traded Dec 29, 2025 Reported Jan 16, 2026

Report filed Jan 13, 2026 Open the report

AIT Applied Industrial Technologies, Inc. Common Stock Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
COHR Coherent Corp. Common Stock Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
CRDO Credo Technology Group Holding Ltd Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
DELL Dell Technologies Inc. Class C Common Stock Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
GS Goldman Sachs Group, Inc. (The) Common Stock Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
IRM Iron Mountain Inc Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
LRN Stride, Inc. Common Stock Spouse's account Sale $1,001 – $15,000 Traded Dec 18, 2025 Reported Jan 13, 2026
MTZ MasTec, Inc. Common Stock Spouse's account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
PRMB Primo Brands Corporation Class A Common Stock Spouse's account Sale $1,001 – $15,000 Traded Dec 18, 2025 Reported Jan 13, 2026
PRMB Primo Brands Corporation Class A Common Stock Joint's account Sale $1,001 – $15,000 Traded Dec 17, 2025 Reported Jan 13, 2026
AIT Applied Industrial Technologies, Inc. Common Stock Own account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
COHR Coherent Corp. - Common Stock Own account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
CRDO Credo Technology Group Holding Ltd Own account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
DELL Dell Technologies Inc. Class C Common Stock Own account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
GS Goldman Sachs Group, Inc. (The) Common Stock Own account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
IRM Iron Mountain Inc Own account Sale $1,001 – $15,000 Traded Dec 18, 2025 Reported Jan 13, 2026
LRN Stride, Inc. Common Stock Own account Sale $1,001 – $15,000 Traded Dec 18, 2025 Reported Jan 13, 2026
MTZ MasTec, Inc. Common Stock Own account Sale $15,001 – $50,000 Traded Dec 18, 2025 Reported Jan 13, 2026
PRMB Primo Brands Corp Own account Sale $1,001 – $15,000 Traded Dec 18, 2025 Reported Jan 13, 2026

Report filed Dec 12, 2025 Open the report

Municipal bond · CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 Joint's account Purchase $50,001 – $100,000 Traded Dec 3, 2025 Reported Dec 12, 2025

Report filed Dec 5, 2025 Open the report

PNR Pentair plc. Ordinary Share Joint's account Purchase $15,001 – $50,000 Traded Nov 10, 2025 Reported Dec 5, 2025
ZTS Zoetis Inc. Class A Common Stock Joint's account Sale $15,001 – $50,000 Traded Nov 10, 2025 Reported Dec 5, 2025
CSX CSX Corporation - Common Stock Joint's account Sale $15,001 – $50,000 Traded Nov 10, 2025 Reported Dec 5, 2025
COF Capital One Financial Corporation Common Stock Joint's account Purchase $50,001 – $100,000 Traded Nov 10, 2025 Reported Dec 5, 2025

Report filed Nov 21, 2025 Open the report

TMUS T-Mobile US, Inc. - Common Stock Joint's account Sale $50,001 – $100,000 Traded Nov 3, 2025 Reported Nov 21, 2025
BRK.B Berkshire Hathaway Cl B Joint's account Sale $15,001 – $50,000 Traded Nov 3, 2025 Reported Nov 21, 2025
MSFT Microsoft Corp Joint's account Purchase $250,001 – $500,000 Traded Nov 3, 2025 Reported Nov 21, 2025
CMG Chipotle Mexican Grill, Inc. Common Stock Joint's account Sale $15,001 – $50,000 Traded Nov 3, 2025 Reported Nov 21, 2025
FI Fiserv Inc Joint's account Sale $15,001 – $50,000 Traded Nov 3, 2025 Reported Nov 21, 2025

Report filed Oct 1, 2025 Open the report

IHF iShares U.S. Health Care Providers ETF Joint's account Sale $15,001 – $50,000 Traded Sep 24, 2025 Reported Oct 1, 2025
TXN Texas Instruments Incorporated - Common Stock Joint's account Sale $15,001 – $50,000 Traded Sep 24, 2025 Reported Oct 1, 2025
ISRG Intuitive Surgical, Inc. - Common Stock Joint's account Purchase $50,001 – $100,000 Traded Sep 24, 2025 Reported Oct 1, 2025
ACN Accenture Plc Joint's account Sale $15,001 – $50,000 Traded Sep 24, 2025 Reported Oct 1, 2025
INTU Intuit Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded Sep 24, 2025 Reported Oct 1, 2025
NOW ServiceNow, Inc. Common Stock Joint's account Purchase $1,001 – $15,000 Traded Sep 24, 2025 Reported Oct 1, 2025
UNH Unitedhealth Group Inc Joint's account Purchase $15,001 – $50,000 Traded Sep 24, 2025 Reported Oct 1, 2025
ADBE Adobe Systems Inc Joint's account Sale $15,001 – $50,000 Traded Sep 24, 2025 Reported Oct 1, 2025

Report filed Oct 1, 2025 Open the report

WAB Wabtec Corp Spouse's account Sale $15,001 – $50,000 Traded Sep 23, 2025 Reported Oct 1, 2025
WAB Wabtec Corp Joint's account Sale $1,001 – $15,000 Traded Sep 23, 2025 Reported Oct 1, 2025
WAB Wabtec Corp Own account Sale $15,001 – $50,000 Traded Sep 23, 2025 Reported Oct 1, 2025

Report filed Sep 17, 2025 Open the report

Municipal bond · MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 Joint's account Purchase $50,001 – $100,000 Traded Sep 9, 2025 Reported Sep 17, 2025

Report filed Aug 18, 2025 Open the report

UNH UnitedHealth Group Incorporated Common Stock (DE) Joint's account Partial sale $15,001 – $50,000 Traded Aug 1, 2025 Reported Aug 18, 2025

Report filed Aug 13, 2025 Open the report

FCFS FirstCash Holdings, Inc. - Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Aug 13, 2025 · 953 days later
PYPL PayPal Holdings, Inc. - Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Aug 13, 2025 · 953 days later
SHOP Shopify Inc Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Aug 13, 2025 · 953 days later

Report filed Aug 12, 2025 Open the report

Pimco Commodities Plus Strategy Fund Class Joint's account Partial sale $250,001 – $500,000 Amended report Traded Oct 29, 2024 Reported Aug 12, 2025 · 287 days later
PDBC Invesco Optimum Yield Diversified Commodity Strate Joint's account Purchase $250,001 – $500,000 Amended report Traded Oct 29, 2024 Reported Aug 12, 2025 · 287 days later
PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 Joint's account Partial sale $15,001 – $50,000 Amended report Traded Nov 12, 2024 Reported Aug 12, 2025 · 273 days later
PDBC Invesco Optimum Yield Diversified Commodity Strate Joint's account Purchase $15,001 – $50,000 Amended report Traded Nov 12, 2024 Reported Aug 12, 2025 · 273 days later

Report filed Aug 12, 2025 Open the report

CELH Celsius Holdings Inc Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
CTVA Corteva Inc Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
EXLS ExlService Holdings, Inc. - Common Stock Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
FCFS FirstCash Holdings, Inc. - Common Stock Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
FN Fabrinet Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
HUBB Hubbell Inc Common Stock Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
INST Instructure Holdings Inc Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
PODD Insulet Corp Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
PYPL PayPal Holdings, Inc. - Common Stock Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
SHOP Shopify Inc Own account Partial sale $1,001 – $15,000 Amended report Traded Dec 22, 2023 Reported Aug 12, 2025 · 599 days later
NVDA NVIDIA Corporation - Common Stock Joint's account Purchase $15,001 – $50,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
LRCX Lam Research Corp Joint's account Purchase $15,001 – $50,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
META Meta Platforms Inc Joint's account Purchase $15,001 – $50,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
AMAT Applied Materials, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
AAPL Apple Inc. - Common Stock Joint's account Purchase $50,001 – $100,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
AMD Advanced Micro Devices, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
ADBE Adobe Systems Inc Joint's account Purchase $15,001 – $50,000 Amended report Traded Jan 2, 2024 Reported Aug 12, 2025 · 588 days later
AXON Axon Enterprise Inc Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
BMI Badger Meter, Inc. Common Stock Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
CYBR CyberArk Software Ltd. - Ordinary Shares Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
ELF E.L.F. Beauty Inc Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
ETN Eaton Corp Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
FRPT Freshpet, Inc. - Common Stock Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
GS Goldman Sachs Group, Inc. (The) Common Stock Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
SFM Sprouts Farmers Market Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
ZTS Zoetis Inc Cl A Own account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
AXON Axon Enterprise Inc Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
BMI Badger Meter, Inc. Common Stock Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
CYBR CyberArk Software Ltd. - Ordinary Shares Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
ELF E.L.F. Beauty Inc Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
ETN Eaton Corp Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
FRPT Freshpet, Inc. - Common Stock Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
GS Goldman Sachs Group, Inc. (The) Common Stock Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
SFM Sprouts Farmers Market, Inc. - Common Stock Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
ZTS Zoetis Inc. Class A Common Stock Spouse's account Purchase $1,001 – $15,000 Amended report Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
Municipal bond · OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025 Joint's account Purchase $50,001 – $100,000 Amended report Traded Jan 10, 2024 Reported Aug 12, 2025 · 580 days later
Municipal bond · Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027 Joint's account Purchase $100,001 – $250,000 Amended report Traded Jan 3, 2024 Reported Aug 12, 2025 · 587 days later
Municipal bond · KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028 Joint's account Partial sale $50,001 – $100,000 Amended report Traded Jan 18, 2024 Reported Aug 12, 2025 · 572 days later
Municipal bond · AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024 Joint's account Sale $15,001 – $50,000 Amended report Traded Jan 18, 2024 Reported Aug 12, 2025 · 572 days later
Municipal bond · CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024 Joint's account Sale $50,001 – $100,000 Amended report Traded Jan 18, 2024 Reported Aug 12, 2025 · 572 days later
Municipal bond · JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024 Joint's account Sale $50,001 – $100,000 Amended report Traded Jan 18, 2024 Reported Aug 12, 2025 · 572 days later

Report filed Aug 12, 2025 Open the report

LLY Eli Lilly and Company Common Stock Joint's account Purchase $50,001 – $100,000 Traded Dec 11, 2024 Reported Aug 12, 2025 · 244 days later
CELH Celsius Holdings, Inc. - Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
CTVA Corteva, Inc. Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
EXLS ExlService Holdings, Inc. - Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
FN Fabrinet Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
FCFS FirstCash Holdings, Inc. - Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
HUBB Hubbell Inc Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
INST Instructure Holdings, Inc. Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
PODD Insulet Corporation - Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
PYPL PayPal Holdings, Inc. - Common Stock Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
SHOP Shopify Inc Spouse's account Sale $1,001 – $15,000 Traded Jan 4, 2024 Reported Aug 12, 2025 · 586 days later
Municipal bond · Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 Joint's account Sale $50,001 – $100,000 Traded Oct 1, 2024 Reported Aug 12, 2025 · 315 days later
Municipal bond · Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29 Own account Sale $50,001 – $100,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 Own account Sale $15,001 – $50,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 Own account Sale $50,001 – $100,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $50,001 – $100,000 Traded Jan 10, 2024 Reported Aug 12, 2025 · 580 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $50,001 – $100,000 Traded Jan 19, 2024 Reported Aug 12, 2025 · 571 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $50,001 – $100,000 Traded Jan 22, 2024 Reported Aug 12, 2025 · 568 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $100,001 – $250,000 Traded Jan 29, 2024 Reported Aug 12, 2025 · 561 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $50,001 – $100,000 Traded Feb 7, 2024 Reported Aug 12, 2025 · 552 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $50,001 – $100,000 Traded Feb 9, 2024 Reported Aug 12, 2025 · 550 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Partial sale $15,001 – $50,000 Traded Mar 11, 2024 Reported Aug 12, 2025 · 519 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 Own account Sale $15,001 – $50,000 Traded Jul 24, 2024 Reported Aug 12, 2025 · 384 days later
Municipal bond · Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 Own account Sale $15,001 – $50,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 Own account Sale $50,001 – $100,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 Own account Sale $15,001 – $50,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 Own account Sale $15,001 – $50,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 Own account Sale $100,001 – $250,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later
Municipal bond · Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 Own account Sale $15,001 – $50,000 Traded Jul 23, 2024 Reported Aug 12, 2025 · 385 days later

Report filed Aug 12, 2025 Open the report

ZTS Zoetis Inc. Class A Common Stock Spouse's account Partial sale $1,001 – $15,000 Amended report Traded Apr 3, 2024 Reported Aug 12, 2025 · 496 days later

Report filed Jul 30, 2025 Open the report

CELH Celsius Holdings Inc Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
CTVA Corteva, Inc. Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
EXLS ExlService Holdings, Inc. - Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
FN Fabrinet Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
HUBB Hubbell Inc Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
INST Instructure Holdings, Inc. Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
PODD Insulet Corporation - Common Stock Spouse's account Purchase $1,001 – $15,000 Traded Jan 3, 2023 Reported Jul 30, 2025 · 939 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31 Own account Partial sale $50,001 – $100,000 Traded Oct 23, 2023 Reported Jul 30, 2025 · 646 days later
Municipal bond · Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31 Own account Purchase $250,001 – $500,000 Traded Nov 29, 2023 Reported Jul 30, 2025 · 609 days later
Municipal bond · Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 Own account Purchase $15,001 – $50,000 Traded Oct 30, 2023 Reported Jul 30, 2025 · 639 days later

Report filed Jul 16, 2025 Open the report

Municipal bond · Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 Joint's account Purchase $50,001 – $100,000 Traded Jun 18, 2025 Reported Jul 16, 2025
Municipal bond · New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 Joint's account Sale $50,001 – $100,000 Traded Jun 16, 2025 Reported Jul 16, 2025

Report filed Jun 11, 2025 Open the report

ZTS Zoetis Inc. Class A Common Stock Joint's account Purchase $50,001 – $100,000 Traded May 13, 2025 Reported Jun 11, 2025
VLO Valero Energy Corp Joint's account Purchase $50,001 – $100,000 Traded May 13, 2025 Reported Jun 11, 2025
TMO Thermo Fisher Scientific Inc Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
TXN Texas Instruments Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
SPY SPDR S&P 500 Joint's account Sale $500,001 – $1,000,000 Traded May 13, 2025 Reported Jun 11, 2025
LRCX Lam Research Corp Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
LHX L3Harris Technologies Inc Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
LPLA Lpl Financial Holdings Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
COP Conocophillips Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
CVX Chevron Corp Joint's account Purchase $50,001 – $100,000 Traded May 13, 2025 Reported Jun 11, 2025
CSX CSX Corp Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
AMAT Applied Materials, Inc. - Common Stock Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025
ADBE Adobe Systems Inc Joint's account Purchase $15,001 – $50,000 Traded May 13, 2025 Reported Jun 11, 2025

Report filed May 12, 2025 Open the report

CSX CSX Corp Joint's account Sale $15,001 – $50,000 Traded Apr 8, 2025 Reported May 12, 2025
AMAT Applied Materials Joint's account Partial sale $50,001 – $100,000 Traded Apr 8, 2025 Reported May 12, 2025
ADBE Adobe Systems Inc Joint's account Sale $15,001 – $50,000 Traded Apr 8, 2025 Reported May 12, 2025
LRCX Lam Research Corp Joint's account Partial sale $50,001 – $100,000 Traded Apr 8, 2025 Reported May 12, 2025
CVX Chevron Corp Joint's account Sale $15,001 – $50,000 Traded Apr 8, 2025 Reported May 12, 2025
ZTS Zoetis Inc Cl A Joint's account Sale $15,001 – $50,000 Traded Apr 8, 2025 Reported May 12, 2025
VLO Valero Energy Corp Joint's account Sale $50,001 – $100,000 Traded Apr 8, 2025 Reported May 12, 2025
TXN Texas Instruments Joint's account Sale $15,001 – $50,000 Traded Apr 8, 2025 Reported May 12, 2025
TMO Thermo Fisher Scientific Inc Joint's account Sale $50,001 – $100,000 Traded Apr 8, 2025 Reported May 12, 2025
COP Conocophillips Joint's account Sale $15,001 – $50,000 Traded Apr 8, 2025 Reported May 12, 2025

Report filed Apr 13, 2025 Open the report

COF Capital One Financial Corp Joint's account Purchase $15,001 – $50,000 Traded Mar 19, 2025 Reported Apr 13, 2025

Report filed Mar 17, 2025 Open the report

Municipal bond · WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 Joint's account Purchase $50,001 – $100,000 Traded Feb 19, 2025 Reported Mar 17, 2025
Municipal bond · METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 Joint's account Purchase $50,001 – $100,000 Traded Feb 19, 2025 Reported Mar 17, 2025
Municipal bond · UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 Joint's account Purchase $50,001 – $100,000 Traded Feb 19, 2025 Reported Mar 17, 2025

Report filed Feb 27, 2025 Open the report

BRK Bershire Hathaway Cdr [Cad Hedged] Joint's account Partial sale $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
PM Philip Morris International Inc Joint's account Purchase $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
HON Honeywell International Inc Joint's account Sale $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
DHR Danaher Corp Joint's account Sale $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
AMZN Amazon.com Inc Joint's account Purchase $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
MSFT Microsoft Corp Joint's account Purchase $50,001 – $100,000 Traded Feb 13, 2025 Reported Feb 27, 2025
AMD Adv Micro Devices Joint's account Sale $50,001 – $100,000 Traded Feb 13, 2025 Reported Feb 27, 2025
TJX TJX Companies Joint's account Purchase $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
IQV Iqvia Holdings Inc Joint's account Purchase $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
ACN Accenture Plc Joint's account Purchase $50,001 – $100,000 Traded Feb 13, 2025 Reported Feb 27, 2025
LPLA Lpl Financial Holdings Joint's account Purchase $50,001 – $100,000 Traded Feb 13, 2025 Reported Feb 27, 2025
STZ Constellation Brands Inc Joint's account Partial sale $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
LHX L3Harris Technologies Inc Joint's account Purchase $15,001 – $50,000 Traded Feb 13, 2025 Reported Feb 27, 2025
VAW Materials ETF Vanguard Joint's account Sale $100,001 – $250,000 Traded Feb 13, 2025 Reported Feb 27, 2025
AIT Applied Industrial Technologies Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
COHR Coherent Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
CRDO Credo Technology Group Holding Ltd Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
DELL Dell Technologies Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
GS Goldman Sachs Group Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
IRM Iron Mountain Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
LRN Stride Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
MTZ Mastec Inc Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
PRMB Primo Water Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025
WAB Wabtec Corp Joint's account Purchase $1,001 – $15,000 Traded Feb 3, 2025 Reported Feb 27, 2025

Report filed Jan 31, 2025 Open the report

AIT Applied Industrial Technologies, Inc. Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
COHR Coherent Corp Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
CRDO Credo Technology Group Holding Ltd Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
DELL Dell Technologies Inc. Class C Common Stock Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
GS Goldman Sachs Group Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
IRM Iron Mountain Inc Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
LRN Stride Inc Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
MTZ Mastec Inc Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
PRMB Primo Brands Corporation Cl A Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
WAB Wabtec Corp Own account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
AIT Applied Industrial Technologies, Inc. Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
COHR Coherent Corp Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
CRDO Credo Technology Group Holding Ltd Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
DELL Dell Technologies Inc. Class C Common Stock Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
GS Goldman Sachs Group Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
IRM Iron Mountain Inc Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
LRN Stride Inc Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
MTZ Mastec Inc Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
PRMB Primo Brands Corporation Cl A Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
WAB Wabtec Corp Spouse's account Purchase $15,001 – $50,000 Traded Jan 2, 2025 Reported Jan 31, 2025
EZU Eurozone Ishares MSCI ETF Joint's account Partial sale $15,001 – $50,000 Traded Jan 8, 2025 Reported Jan 31, 2025
IEFA iShares Core MSCI EAFE ETF Joint's account Partial sale $15,001 – $50,000 Traded Jan 8, 2025 Reported Jan 31, 2025
ABT Abbott Laboratories Joint's account Sale $1,001 – $15,000 Traded Jan 8, 2025 Reported Jan 31, 2025
VANGUARD INDEX FDS VANGUARD MID-CAP ETF Joint's account Partial sale $15,001 – $50,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 Joint's account Partial sale $50,001 – $100,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 Joint's account Partial sale $15,001 – $50,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 Joint's account Partial sale $50,001 – $100,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 Joint's account Partial sale $15,001 – $50,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 Joint's account Partial sale $50,001 – $100,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 Joint's account Partial sale $15,001 – $50,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 Joint's account Partial sale $50,001 – $100,000 Traded Jan 8, 2025 Reported Jan 31, 2025
Municipal bond · KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 Joint's account Sale $1,001 – $15,000 Traded Jan 8, 2025 Reported Jan 31, 2025

Report filed Jan 3, 2025 Open the report

IEMG iShares Core MSCI Emerging Markets ETF Joint's account Purchase $50,001 – $100,000 Traded Dec 26, 2024 Reported Jan 3, 2025
PDBC Invesco Optimum Yield Diversified Commodity Strate Joint's account Sale $250,001 – $500,000 Traded Dec 26, 2024 Reported Jan 3, 2025
GICIX Goldman Sachs Intl Small Cap Insights Fd Inst Joint's account Purchase $50,001 – $100,000 Traded Dec 26, 2024 Reported Jan 3, 2025
CFSSX Column Small Cap Select Fund Joint's account Purchase $100,001 – $250,000 Traded Dec 26, 2024 Reported Jan 3, 2025
PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 Joint's account Purchase $250,001 – $500,000 Traded Dec 26, 2024 Reported Jan 3, 2025
VNQ Vanguard Real Estate ETF Joint's account Purchase $1,001 – $15,000 Traded Dec 26, 2024 Reported Jan 3, 2025
Municipal bond · Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 Joint's account Sale $50,001 – $100,000 Traded Dec 27, 2024 Reported Jan 3, 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