Trade of the Markwayne Mullin
Republican · OK · Senate
In-remit alpha 12m
-2.3%
69 buys in their jurisdiction
Everything else
+6.9%
their other buys
$-weighted 12m
+5.2%
all buys, by size
t-stat (12m)
2.04
outside the noise
Disclosure lag
101 days
trade → public filing
Est. volume
$8.8M
0 option trades
Trading profile
| Disclosed transactions | 559 across 43 filings |
| Buys / sells | 364 / 195 |
| Distinct securities | 118 |
| Estimated volume | $22.9M |
| Traded in family accounts | 451 of 559 |
| Active | 03 Jan 2023 – 25 Feb 2026 |
| Busiest single day | 61 trades 13 Sep 2023 |
61 transactions on a single day is the signature of a managed account being rebalanced rather than 61 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 91 | |
| Industrials | 49 | |
| Financials | 43 | |
| Healthcare | 38 | |
| Aerospace | 12 | |
| Defense | 12 | |
| Pharma | 11 | |
| Telecom | 11 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
6 |
| C |
|
49 |
| D |
|
67 |
| E |
|
259 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| MSFT | 5 | $613.6K | -14.4% |
| PDBC | 2 | $380.9K | — |
| AAPL | 5 | $374.1K | -5.9% |
| PCLPX | 1 | $353.6K | -9.8% |
| HIYS | 1 | $353.6K | — |
| AMZN | 4 | $260.1K | -1.3% |
| NVDA | 5 | $244.2K | +138.1% |
| META | 5 | $200.1K | +45.8% |
| ADBE | 8 | $195.6K | -55.9% |
| GOOGL | 3 | $189.4K | -9.8% |
| LRCX | 6 | $184.1K | +56.1% |
| COF | 3 | $168.8K | -7.2% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| C | BUY | 25 Feb 2026 | UNH UnitedHealth Group Incorporated Co |
$50,001 - $100,000 | joint | — | yes |
| D | SELL | 25 Feb 2026 | AZO AutoZone, Inc. Common Stock |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 25 Feb 2026 | INTU Intuit Inc. - Common Stock |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 04 Feb 2026 | VSEC VSE Corporation - Common Stock |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 04 Feb 2026 | MTZ MasTec, Inc. Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 04 Feb 2026 | MPWR Monolithic Power Systems, Inc. - C |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 04 Feb 2026 | MCK McKesson Corporation Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 04 Feb 2026 | LRN Stride, Inc. Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 04 Feb 2026 | IRM Iron Mountain Incorporated (Delawa |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 04 Feb 2026 | GS Goldman Sachs Group, Inc. (The) Co |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 04 Feb 2026 | FCFS FirstCash Holdings, Inc. - Common |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 04 Feb 2026 | DELL Dell Technologies Inc. Class C Com |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 04 Feb 2026 | CRS Carpenter Technology Corporation C |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 04 Feb 2026 | CRDO Credo Technology Group Holding Ltd |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 04 Feb 2026 | COHR Coherent Corp. Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 04 Feb 2026 | C Citigroup, Inc. Common Stock |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 04 Feb 2026 | APG APi Group Corporation Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 04 Feb 2026 | AMKR Amkor Technology, Inc. - Common St |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 04 Feb 2026 | AIT Applied Industrial Technologies, I |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 04 Feb 2026 | ADBE Adobe Inc. - Common Stock |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 21 Jan 2026 | None COOK CNTY ILL CMNTY CONS SCH DIST |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None KENTUCKY ST PPTY & BLDGS COMMN REV |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None NEVADA ST LTD TAX GO CAP IMPT BDS |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None ALAMOGORDO N MEX MUN SCH DIST NO 0 |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None CORSICANA TEX COMBINATION TAX AND |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None AUSTIN TEX CTFS OBLIG Rate/Coupon: |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None METROPOLITAN TRANSN AUTH N Y DEDIC |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None WEST PALM BEACH FLA CMNTY REDEV AG |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None MASSACHUSETTS ST DEV FIN AGY REV B |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None FLORIDA ST DEPT GEN SVCS DIV FACS |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None COOK CNTY ILL CMNTY CONS SCH DIST |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None IPS MULTI-SCH BLDG CORP IND UNLTD |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None SALEM N H GO BDS Rate/Coupon: 4.0% |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None FORT LAUDERDALE FLA WTR & SWR REV |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None UNIVERSITY HOUSTON TEX UNIV REVS C |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None MACOMB INTER SCH DIST MICH UNLTD T |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None CLEAR CREEK TEX INDPT SCH DIST UNL |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None FORT SMITH ARK WTR & SWR REV REF C |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 20 Jan 2026 | None SEATTLE WASH DRAIN & WASTEWATER RE |
$50,001 - $100,000 | joint | — | — |
| C | BUY | 05 Jan 2026 | VSEC VSE Corporation - Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| E | BUY | 05 Jan 2026 | MPWR Monolithic Power Systems, Inc. - C |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 05 Jan 2026 | MCK McKesson Corporation Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| E | BUY | 05 Jan 2026 | LRN Stride, Inc. Common Stock |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 05 Jan 2026 | FCFS FirstCash Holdings, Inc. - Common |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 05 Jan 2026 | CRS Carpenter Technology Corporation C |
$15,001 - $50,000 | spouse | — | yes |
| E | BUY | 05 Jan 2026 | C Citigroup Inc |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 05 Jan 2026 | APG APi Group Corporation Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| E | BUY | 05 Jan 2026 | AMKR Amkor Technology, Inc. - Common St |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 05 Jan 2026 | ADBE Adobe Inc. - Common Stock |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 05 Jan 2026 | VSEC VSE Corporation - Common Stock |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 05 Jan 2026 | MPWR Monolithic Power Systems, Inc. - C |
$15,001 - $50,000 | self | — | — |
| D | BUY | 05 Jan 2026 | MCK McKesson Corporation Common Stock |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 05 Jan 2026 | LRN Stride, Inc. Common Stock |
$15,001 - $50,000 | self | — | — |
| E | BUY | 05 Jan 2026 | FCFS FirstCash Holdings, Inc. - Common |
$15,001 - $50,000 | self | — | — |
| C | BUY | 05 Jan 2026 | CRS Carpenter Technology Corporation C |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 05 Jan 2026 | C Citigroup Inc |
$15,001 - $50,000 | self | — | — |
| C | BUY | 05 Jan 2026 | APG APi Group Corporation Common Stock |
$15,001 - $50,000 | self | — | yes |
| E | BUY | 05 Jan 2026 | AMKR Amkor Technology, Inc. - Common St |
$15,001 - $50,000 | self | — | — |
| E | BUY | 05 Jan 2026 | ADBE Adobe Inc. - Common Stock |
$15,001 - $50,000 | self | — | — |
| D | BUY | 29 Dec 2025 | CAT Caterpillar, Inc. Common Stock |
$15,001 - $50,000 | joint | — | yes |
| D | BUY | 29 Dec 2025 | LLY Eli Lilly and Company Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 29 Dec 2025 | JPM JP Morgan Chase & Co. Common Stock |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | COF Capital One Financial Corporation |
$50,001 - $100,000 | joint | — | — |
| D | BUY | 29 Dec 2025 | RTX RTX Corporation Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 29 Dec 2025 | GOOGL Alphabet Inc. - Class A Common Sto |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | ICE Intercontinental Exchange Inc. Com |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 29 Dec 2025 | DE Deere & Company Common Stock |
$15,001 - $50,000 | joint | — | yes |
| D | BUY | 29 Dec 2025 | BSX Boston Scientific Corporation Comm |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 29 Dec 2025 | MSFT Microsoft Corporation - Common Sto |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | GS Goldman Sachs Group, Inc. (The) Co |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | LRCX Lam Research Corporation - Common |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | KO Coca-Cola Company (The) Common Sto |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | AMZN Amazon.com, Inc. - Common Stock |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | NVDA NVIDIA Corporation - Common Stock |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | CRM Salesforce, Inc. Common Stock |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 29 Dec 2025 | IQV IQVIA Holdings, Inc. Common Stock |
$15,001 - $50,000 | joint | — | yes |
| D | BUY | 29 Dec 2025 | ELV Elevance Health, Inc. Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 29 Dec 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 29 Dec 2025 | CVX Chevron Corporation Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 29 Dec 2025 | AAPL Apple Inc. - Common Stock |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | META Meta Platforms, Inc. - Class A Com |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | MA Mastercard Incorporated Common Sto |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | HLT Hilton Worldwide Holdings Inc. Com |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | COST Costco Wholesale Corporation - Com |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 29 Dec 2025 | ISRG Intuitive Surgical, Inc. - Common |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 29 Dec 2025 | HD Home Depot, Inc. (The) Common Stoc |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | INTU Intuit Inc. - Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 29 Dec 2025 | NOW ServiceNow, Inc. Common Stock |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 29 Dec 2025 | COP ConocoPhillips Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 18 Dec 2025 | PRMB Primo Brands Corp |
$1,001 - $15,000 | self | — | — |
| C | SELL | 18 Dec 2025 | MTZ MasTec, Inc. Common Stock |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 18 Dec 2025 | LRN Stride, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2025 | IRM Iron Mountain Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2025 | GS Goldman Sachs Group, Inc. (The) Co |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Dec 2025 | DELL Dell Technologies Inc. Class C Com |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Dec 2025 | CRDO Credo Technology Group Holding Ltd |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Dec 2025 | COHR Coherent Corp. - Common Stock |
$15,001 - $50,000 | self | — | — |
| C | SELL | 18 Dec 2025 | AIT Applied Industrial Technologies, I |
$15,001 - $50,000 | self | — | yes |
| E | SELL | 18 Dec 2025 | PRMB Primo Brands Corporation Class A C |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 18 Dec 2025 | MTZ MasTec, Inc. Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| E | SELL | 18 Dec 2025 | LRN Stride, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 18 Dec 2025 | IRM Iron Mountain Inc |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2025 | GS Goldman Sachs Group, Inc. (The) Co |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2025 | DELL Dell Technologies Inc. Class C Com |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2025 | CRDO Credo Technology Group Holding Ltd |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2025 | COHR Coherent Corp. Common Stock |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 18 Dec 2025 | AIT Applied Industrial Technologies, I |
$15,001 - $50,000 | spouse | — | yes |
| D | SELL | 17 Dec 2025 | PRMB Primo Brands Corporation Class A C |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 03 Dec 2025 | None CORSICANA TEX COMBINATION TAX AND |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 10 Nov 2025 | COF Capital One Financial Corporation |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 10 Nov 2025 | CSX CSX Corporation - Common Stock |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 10 Nov 2025 | ZTS Zoetis Inc. Class A Common Stock |
$15,001 - $50,000 | joint | — | yes |
| B | BUY | 10 Nov 2025 | PNR Pentair plc. Ordinary Share |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 03 Nov 2025 | FI Fiserv Inc |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 03 Nov 2025 | CMG Chipotle Mexican Grill, Inc. Commo |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 03 Nov 2025 | MSFT Microsoft Corp |
$250,001 - $500,000 | joint | — | — |
| E | SELL | 03 Nov 2025 | BRK.B Berkshire Hathaway Cl B |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 03 Nov 2025 | TMUS T-Mobile US, Inc. - Common Stock |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 24 Sep 2025 | ADBE Adobe Systems Inc |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 24 Sep 2025 | UNH Unitedhealth Group Inc |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 24 Sep 2025 | NOW ServiceNow, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 24 Sep 2025 | INTU Intuit Inc. - Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 24 Sep 2025 | ACN Accenture Plc |
$15,001 - $50,000 | joint | — | — |
| B | BUY | 24 Sep 2025 | ISRG Intuitive Surgical, Inc. - Common |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 24 Sep 2025 | TXN Texas Instruments Incorporated - C |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 24 Sep 2025 | IHF iShares U.S. Health Care Providers |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 23 Sep 2025 | WAB Wabtec Corp |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 23 Sep 2025 | WAB Wabtec Corp |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 23 Sep 2025 | WAB Wabtec Corp |
$15,001 - $50,000 | spouse | — | yes |
| — | BUY | 09 Sep 2025 | None MASSACHUSETTS ST DEV FIN AGY REV B |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 01 Aug 2025 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | joint | — | yes |
| — | BUY | 18 Jun 2025 | None Florida State Department General S |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 16 Jun 2025 | None New York City Municipal Water Fin |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 13 May 2025 | ADBE Adobe Systems Inc |
$15,001 - $50,000 | joint | -75.5% | — |
| E | BUY | 13 May 2025 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | joint | +206.2% | — |
| D | BUY | 13 May 2025 | CSX CSX Corp |
$15,001 - $50,000 | joint | +24.6% | yes |
| C | BUY | 13 May 2025 | CVX Chevron Corp |
$50,001 - $100,000 | joint | +10.0% | yes |
| D | BUY | 13 May 2025 | COP Conocophillips |
$15,001 - $50,000 | joint | +5.3% | yes |
| E | BUY | 13 May 2025 | LPLA Lpl Financial Holdings |
$15,001 - $50,000 | joint | -45.8% | — |
| C | BUY | 13 May 2025 | LHX L3Harris Technologies Inc |
$15,001 - $50,000 | joint | +2.0% | yes |
| E | BUY | 13 May 2025 | LRCX Lam Research Corp |
$15,001 - $50,000 | joint | +282.7% | — |
| D | SELL | 13 May 2025 | SPY SPDR S&P 500 |
$500,001 - $1,000,000 | joint | — | — |
| E | BUY | 13 May 2025 | TXN Texas Instruments |
$15,001 - $50,000 | joint | +31.1% | — |
| D | BUY | 13 May 2025 | TMO Thermo Fisher Scientific Inc |
$15,001 - $50,000 | joint | -11.3% | yes |
| C | BUY | 13 May 2025 | VLO Valero Energy Corp |
$50,001 - $100,000 | joint | +74.8% | yes |
| C | BUY | 13 May 2025 | ZTS Zoetis Inc. Class A Common Stock |
$50,001 - $100,000 | joint | -76.5% | yes |
| C | SELL | 08 Apr 2025 | COP Conocophillips |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 08 Apr 2025 | TMO Thermo Fisher Scientific Inc |
$50,001 - $100,000 | joint | — | yes |
| E | SELL | 08 Apr 2025 | TXN Texas Instruments |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 08 Apr 2025 | VLO Valero Energy Corp |
$50,001 - $100,000 | joint | — | yes |
| C | SELL | 08 Apr 2025 | ZTS Zoetis Inc Cl A |
$15,001 - $50,000 | joint | — | yes |
| C | SELL | 08 Apr 2025 | CVX Chevron Corp |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 08 Apr 2025 | LRCX Lam Research Corp |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 08 Apr 2025 | ADBE Adobe Systems Inc |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 08 Apr 2025 | AMAT Applied Materials |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 08 Apr 2025 | CSX CSX Corp |
$15,001 - $50,000 | joint | — | yes |
| D | BUY | 19 Mar 2025 | COF Capital One Financial Corp |
$15,001 - $50,000 | joint | -7.2% | — |
| — | BUY | 19 Feb 2025 | None UNIVERSITY HOUSTON TEX UNIV REVS C |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 19 Feb 2025 | None METROPOLITAN TRANSN AUTH N Y DEDIC |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 19 Feb 2025 | None WEST PALM BEACH FLA CMNTY REDEV AG |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 13 Feb 2025 | VAW Materials ETF Vanguard |
$100,001 - $250,000 | joint | — | — |
| C | BUY | 13 Feb 2025 | LHX L3Harris Technologies Inc |
$15,001 - $50,000 | joint | +61.9% | yes |
| E | SELL | 13 Feb 2025 | STZ Constellation Brands Inc |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 13 Feb 2025 | LPLA Lpl Financial Holdings |
$50,001 - $100,000 | joint | -35.5% | — |
| E | BUY | 13 Feb 2025 | ACN Accenture Plc |
$50,001 - $100,000 | joint | -59.5% | — |
| D | BUY | 13 Feb 2025 | IQV Iqvia Holdings Inc |
$15,001 - $50,000 | joint | -23.4% | yes |
| E | BUY | 13 Feb 2025 | TJX TJX Companies |
$15,001 - $50,000 | joint | +13.9% | — |
| E | SELL | 13 Feb 2025 | AMD Adv Micro Devices |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 13 Feb 2025 | MSFT Microsoft Corp |
$50,001 - $100,000 | joint | -17.7% | — |
| E | BUY | 13 Feb 2025 | AMZN Amazon.com Inc |
$15,001 - $50,000 | joint | -17.9% | — |
| D | SELL | 13 Feb 2025 | DHR Danaher Corp |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 13 Feb 2025 | HON Honeywell International Inc |
$15,001 - $50,000 | joint | — | yes |
| E | BUY | 13 Feb 2025 | PM Philip Morris International Inc |
$15,001 - $50,000 | joint | +6.0% | — |
| E | SELL | 13 Feb 2025 | BRK Bershire Hathaway Cdr [Cad Hedged] |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 03 Feb 2025 | WAB Wabtec Corp |
$1,001 - $15,000 | joint | +27.1% | yes |
| E | BUY | 03 Feb 2025 | PRMB Primo Water Corp |
$1,001 - $15,000 | joint | -51.2% | — |
| C | BUY | 03 Feb 2025 | MTZ Mastec Inc |
$1,001 - $15,000 | joint | +120.6% | yes |
| E | BUY | 03 Feb 2025 | LRN Stride Inc |
$1,001 - $15,000 | joint | -55.5% | — |
| E | BUY | 03 Feb 2025 | IRM Iron Mountain Inc |
$1,001 - $15,000 | joint | +3.2% | — |
| E | BUY | 03 Feb 2025 | GS Goldman Sachs Group |
$1,001 - $15,000 | joint | +25.1% | — |
| E | BUY | 03 Feb 2025 | DELL Dell Technologies Inc |
$1,001 - $15,000 | joint | +30.9% | — |
| E | BUY | 03 Feb 2025 | CRDO Credo Technology Group Holding Ltd |
$1,001 - $15,000 | joint | +103.6% | — |
| E | BUY | 03 Feb 2025 | COHR Coherent Corp |
$1,001 - $15,000 | joint | +231.4% | — |
| C | BUY | 03 Feb 2025 | AIT Applied Industrial Technologies |
$1,001 - $15,000 | joint | -2.4% | yes |
| — | SELL | 08 Jan 2025 | None KAUKAUNA WIS ANTIC NTS 2023B Rate/ |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None MACOMB INTER SCH DIST MICH UNLTD T |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None COOK CNTY ILL CMNTY CONS SCH DIST |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None FORT LAUDERDALE FLA WTR & SWR REV |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None NEW YORK N Y CITY MUN WTR FIN AUTH |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None AUSTIN TEX CTFS OBLIG 2023 Rate/Co |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None SALEM N H GO BDS Rate/Coupon: 4.0% |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None NEVADA ST LTD TAX GO CAP IMPT BDS |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 08 Jan 2025 | None VANGUARD INDEX FDS VANGUARD MID-CA |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 08 Jan 2025 | ABT Abbott Laboratories |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 08 Jan 2025 | IEFA iShares Core MSCI EAFE ETF |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 08 Jan 2025 | EZU Eurozone Ishares MSCI ETF |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 02 Jan 2025 | WAB Wabtec Corp |
$15,001 - $50,000 | spouse | -1.1% | yes |
| E | BUY | 02 Jan 2025 | PRMB Primo Brands Corporation Cl A |
$15,001 - $50,000 | spouse | -57.0% | — |
| C | BUY | 02 Jan 2025 | MTZ Mastec Inc |
$15,001 - $50,000 | spouse | +60.4% | yes |
| E | BUY | 02 Jan 2025 | LRN Stride Inc |
$15,001 - $50,000 | spouse | -52.8% | — |
| E | BUY | 02 Jan 2025 | IRM Iron Mountain Inc |
$15,001 - $50,000 | spouse | -25.5% | — |
| E | BUY | 02 Jan 2025 | GS Goldman Sachs Group |
$15,001 - $50,000 | spouse | +35.4% | — |
| E | BUY | 02 Jan 2025 | DELL Dell Technologies Inc. Class C Com |
$15,001 - $50,000 | spouse | +2.4% | — |
| E | BUY | 02 Jan 2025 | CRDO Credo Technology Group Holding Ltd |
$15,001 - $50,000 | spouse | +56.7% | — |
| E | BUY | 02 Jan 2025 | COHR Coherent Corp |
$15,001 - $50,000 | spouse | +153.7% | — |
| C | BUY | 02 Jan 2025 | AIT Applied Industrial Technologies, I |
$15,001 - $50,000 | spouse | -9.5% | yes |
| C | BUY | 02 Jan 2025 | WAB Wabtec Corp |
$15,001 - $50,000 | self | -1.1% | yes |
| E | BUY | 02 Jan 2025 | PRMB Primo Brands Corporation Cl A |
$15,001 - $50,000 | self | -57.0% | — |
| C | BUY | 02 Jan 2025 | MTZ Mastec Inc |
$15,001 - $50,000 | self | +60.4% | yes |
| E | BUY | 02 Jan 2025 | LRN Stride Inc |
$15,001 - $50,000 | self | -52.8% | — |
| E | BUY | 02 Jan 2025 | IRM Iron Mountain Inc |
$15,001 - $50,000 | self | -25.5% | — |
| E | BUY | 02 Jan 2025 | GS Goldman Sachs Group |
$15,001 - $50,000 | self | +35.4% | — |
| E | BUY | 02 Jan 2025 | DELL Dell Technologies Inc. Class C Com |
$15,001 - $50,000 | self | +2.4% | — |
| E | BUY | 02 Jan 2025 | CRDO Credo Technology Group Holding Ltd |
$15,001 - $50,000 | self | +56.7% | — |
| E | BUY | 02 Jan 2025 | COHR Coherent Corp |
$15,001 - $50,000 | self | +153.7% | — |
| C | BUY | 02 Jan 2025 | AIT Applied Industrial Technologies, I |
$15,001 - $50,000 | self | -9.5% | yes |
| — | SELL | 27 Dec 2024 | None Texas State Mobility Fund Bonds A |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 26 Dec 2024 | VNQ Vanguard Real Estate ETF |
$1,001 - $15,000 | joint | -13.4% | — |
| E | BUY | 26 Dec 2024 | PCLPX Pimco Commoditiesplus Strategy Fun |
$250,001 - $500,000 | joint | -9.8% | — |
| D | BUY | 26 Dec 2024 | CFSSX Column Small Cap Select Fund |
$100,001 - $250,000 | joint | -2.6% | — |
| D | BUY | 26 Dec 2024 | GICIX Goldman Sachs Intl Small Cap Insig |
$50,001 - $100,000 | joint | +28.4% | — |
| E | SELL | 26 Dec 2024 | PDBC Invesco Optimum Yield Diversified |
$250,001 - $500,000 | joint | — | — |
| E | BUY | 26 Dec 2024 | IEMG iShares Core MSCI Emerging Markets |
$50,001 - $100,000 | joint | +19.2% | — |
| E | SELL | 18 Dec 2024 | SFM Sprouts Farmers Market, Inc. - Com |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | OLLI Ollie's Bargain Outlet Holdings, I |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | LRN Stride, Inc. Common Stock |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | GS Goldman Sachs Group |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | FRPT Freshpet, Inc. - Common Stock |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | ETN Eaton Corp |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | ETN Eaton Corp |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2024 | ELF E.L.F. Beauty Inc |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | CYBR CyberArk Software Ltd. - Ordinary |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Dec 2024 | BMI Badger Meter, Inc. Common Stock |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 18 Dec 2024 | AXON Axon Enterprise, Inc. - Common Sto |
$15,001 - $50,000 | spouse | — | yes |
| E | SELL | 18 Dec 2024 | SFM Sprouts Farmers Market, Inc. - Com |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Dec 2024 | OLLI Ollie's Bargain Outlet Holdings, I |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Dec 2024 | LRN Stride Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2024 | GS Goldman Sachs Group |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2024 | FRPT Freshpet, Inc. - Common Stock |
$15,001 - $50,000 | self | — | — |
| E | SELL | 18 Dec 2024 | ELF E.L.F. Beauty Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2024 | CYBR CyberArk Software Ltd. - Ordinary |
$1,001 - $15,000 | self | — | — |
| E | SELL | 18 Dec 2024 | BMI Badger Meter, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| C | SELL | 18 Dec 2024 | AXON Axon Enterprise Inc |
$15,001 - $50,000 | self | — | yes |
| B | BUY | 11 Dec 2024 | LLY Eli Lilly and Company Common Stock |
$50,001 - $100,000 | joint | — | yes |
| C | SELL | 11 Dec 2024 | ABT Abbott Laboratories Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 11 Dec 2024 | PEP PepsiCo, Inc. - Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 11 Dec 2024 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | joint | +47.8% | — |
| D | BUY | 27 Nov 2024 | IEFA iShares Core MSCI EAFE ETF |
$100,001 - $250,000 | joint | +14.6% | — |
| D | BUY | 27 Nov 2024 | IEMG iShares Core MSCI Emerging Markets |
$1,001 - $15,000 | joint | +11.7% | — |
| D | BUY | 27 Nov 2024 | EZU iShares MSCI Eurozone ETF |
$100,001 - $250,000 | joint | +22.6% | — |
| E | BUY | 12 Nov 2024 | PDBC Invesco Optimum Yield Diversified |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 12 Nov 2024 | PCLPX Pimco Commoditiesplus Strategy Fun |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 12 Nov 2024 | None Invesco Actively Managed Exchange |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 12 Nov 2024 | PCLPX Pimco Commoditiesplus Strategy Fun |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 29 Oct 2024 | PDBC Invesco Optimum Yield Diversified |
$250,001 - $500,000 | joint | — | — |
| — | SELL | 29 Oct 2024 | None Pimco Commodities Plus Strategy Fu |
$250,001 - $500,000 | joint | — | — |
| D | BUY | 29 Oct 2024 | HIYS Invesco Actively Managed Exchange- |
$250,001 - $500,000 | joint | — | — |
| — | SELL | 29 Oct 2024 | None Pimco Commodities Plus Strategy Fu |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 16 Oct 2024 | None KENTUCKY ST PPTY & BLDGS COMMN REV |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 10 Oct 2024 | None NORTHERN ILL MUN PWR AGY Rate/Coup |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 08 Oct 2024 | None SALEM N H GO BDS Rate/Coupon: 4.0% |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 01 Oct 2024 | None Pocono Mtn PA Sch Dist Go Nts 2023 |
$50,001 - $100,000 | joint | — | — |
| C | SELL | 20 Aug 2024 | EW Edwards Lifesciences Corp |
$15,001 - $50,000 | joint | — | yes |
| B | BUY | 20 Aug 2024 | IQV Iqvia Holdings Inc |
$15,001 - $50,000 | joint | -40.9% | yes |
| E | SELL | 20 Aug 2024 | SBUX Starbucks Corp |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 20 Aug 2024 | TJX TJX Companies, Inc. (The) Common S |
$15,001 - $50,000 | joint | +1.9% | — |
| D | BUY | 30 Jul 2024 | LRN Stride, Inc. Common Stock |
$1,001 - $15,000 | spouse | -55.4% | — |
| D | BUY | 30 Jul 2024 | LRN Stride Inc |
$1,001 - $15,000 | self | -50.8% | — |
| — | SELL | 24 Jul 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Univ OK Rev Rate/Coupon: 5.0% Matu |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Tulsa Cnty OK ISD GO Unltd Rate/Co |
$100,001 - $250,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Tulsa Cnty OK Indl Auth Eductn Rev |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Purcell OK Public Wks Auth Sal Rev |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Oklahoma St Univ Agric & Mech Rev |
$50,001 - $100,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Oklahoma St Turnpike Auth Rev Rate |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Oklahoma St Capitol Impt Auth Rev |
$50,001 - $100,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Oklahoma Dev Fin Auth Lease Rev Ra |
$15,001 - $50,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Oklahoma Cnty OK Fin Auth Rev Rate |
$100,001 - $250,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None McClain Cnty OK Econ Dev Auth Rev |
$100,001 - $250,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Grady Cnty OK Sch Fin Auth Edu Rev |
$100,001 - $250,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Cleveland Cnty OK Eductnl Facs Rev |
$100,001 - $250,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Canadian Cnty OK Eductnl Facs Rev |
$100,001 - $250,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Canadian Cnty OK Edu Facs Rev Rate |
$50,001 - $100,000 | self | — | — |
| — | SELL | 23 Jul 2024 | None Broken Arrow OK GO Unltd Rate/Coup |
$100,001 - $250,000 | self | — | — |
| — | BUY | 23 Jul 2024 | None Fort Smith Ark Wtr & Swr Rev Ref C |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 13 Jun 2024 | IWB Russell 1000 Ishares ETF |
$500,001 - $1,000,000 | joint | — | — |
| E | SELL | 12 Jun 2024 | IWB Russell 1000 Ishares ETF |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 12 Jun 2024 | CMCSA Comcast Corporation - Class A Comm |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 12 Jun 2024 | PH Parker-Hannifin Corporation Common |
$15,001 - $50,000 | joint | +20.5% | — |
| E | SELL | 12 Jun 2024 | NKE Nike, Inc. Common Stock |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 07 Jun 2024 | None Ishares TR Russell 1000 ETF |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 08 May 2024 | IWB iShares Russell 1000 ETF |
$100,001 - $250,000 | joint | — | — |
| — | SELL | 08 May 2024 | None Pimco Commodities Plus Strategy Fu |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 03 Apr 2024 | ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 03 Apr 2024 | ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 03 Apr 2024 | ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 11 Mar 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$15,001 - $50,000 | self | — | — |
| — | SELL | 09 Feb 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$50,001 - $100,000 | self | — | — |
| — | BUY | 08 Feb 2024 | None Canadian County OKLA EDL FACS Rate |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 07 Feb 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$50,001 - $100,000 | self | — | — |
| — | BUY | 06 Feb 2024 | None Grady County OKLA SCH FIN Auth E R |
$100,001 - $250,000 | joint | — | — |
| — | SELL | 29 Jan 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$100,001 - $250,000 | self | — | — |
| — | BUY | 26 Jan 2024 | None Broken Arrow OKLA Rate/Coupon: 4.0 |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 24 Jan 2024 | None McClain County OKLA Economic DEV R |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 23 Jan 2024 | None Tulsa County OKLA INDPT SCH DIST R |
$100,001 - $250,000 | joint | — | — |
| — | SELL | 22 Jan 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$50,001 - $100,000 | self | — | — |
| — | SELL | 19 Jan 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$50,001 - $100,000 | self | — | — |
| — | BUY | 19 Jan 2024 | None Oklahoma Cnty Okla Fin Auth Ed Rat |
$100,001 - $250,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None JOHNSTON CNTY N C GO REF BDS 2010- |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None CENTRAL WEBER UTAH SWR IMPT DIST S |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None AUSTIN TEX PUB IMPT REF BDS 2023 R |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None KAUKAUNA WIS ANTIC NTS 2023B Rate/ |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 18 Jan 2024 | None Oklahoma State University Agricult |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None JOHNSTON CNTY N C GO REF BDS 2010- |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None CENTRAL WEBER UTAH SWR IMPT DIST S |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None AUSTIN TEX PUB IMPT REF BDS 2023 R |
$15,001 - $50,000 | joint | — | — |
| — | SELL | 18 Jan 2024 | None KAUKAUNA WIS ANTIC NTS 2023B Rate/ |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 10 Jan 2024 | None Oklahoma St Dev Fin Auth Hlths Rev |
$50,001 - $100,000 | self | — | — |
| — | BUY | 10 Jan 2024 | None OK ST Capitol Impt Auth ST Highway |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 10 Jan 2024 | None OK ST Capitol Impt Auth ST Highway |
$50,001 - $100,000 | joint | — | — |
| E | SELL | 04 Jan 2024 | SHOP Shopify Inc |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Jan 2024 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 04 Jan 2024 | PODD Insulet Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 04 Jan 2024 | INST Instructure Holdings, Inc. Common |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Jan 2024 | HUBB Hubbell Inc Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Jan 2024 | FCFS FirstCash Holdings, Inc. - Common |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Jan 2024 | FN Fabrinet |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Jan 2024 | EXLS ExlService Holdings, Inc. - Common |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 04 Jan 2024 | CTVA Corteva, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 04 Jan 2024 | CELH Celsius Holdings, Inc. - Common St |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 04 Jan 2024 | ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 04 Jan 2024 | SFM Sprouts Farmers Market, Inc. - Com |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | OLLI Ollie's Bargain Outlet Holdings, I |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | GS Goldman Sachs Group, Inc. (The) Co |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | FRPT Freshpet, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | ETN Eaton Corp |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | ELF E.L.F. Beauty Inc |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | CYBR CyberArk Software Ltd. - Ordinary |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | BMI Badger Meter, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 04 Jan 2024 | AXON Axon Enterprise Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 04 Jan 2024 | ZTS Zoetis Inc Cl A |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 04 Jan 2024 | SFM Sprouts Farmers Market |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | OLLI Ollie's Bargain Outlet Holdings, I |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | GS Goldman Sachs Group, Inc. (The) Co |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | FRPT Freshpet, Inc. - Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | ETN Eaton Corp |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | ELF E.L.F. Beauty Inc |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | CYBR CyberArk Software Ltd. - Ordinary |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | BMI Badger Meter, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| D | BUY | 04 Jan 2024 | AXON Axon Enterprise Inc |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 04 Jan 2024 | ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 | spouse | -35.5% | yes |
| E | BUY | 04 Jan 2024 | SFM Sprouts Farmers Market, Inc. - Com |
$1,001 - $15,000 | spouse | +180.6% | — |
| E | BUY | 04 Jan 2024 | OLLI Ollie's Bargain Outlet Holdings, I |
$1,001 - $15,000 | spouse | +31.0% | — |
| E | BUY | 04 Jan 2024 | GS Goldman Sachs Group, Inc. (The) Co |
$1,001 - $15,000 | spouse | +48.3% | — |
| E | BUY | 04 Jan 2024 | FRPT Freshpet, Inc. - Common Stock |
$1,001 - $15,000 | spouse | +54.7% | — |
| E | BUY | 04 Jan 2024 | ETN Eaton Corp |
$1,001 - $15,000 | spouse | +4.0% | — |
| E | BUY | 04 Jan 2024 | ELF E.L.F. Beauty Inc |
$1,001 - $15,000 | spouse | -58.3% | — |
| E | BUY | 04 Jan 2024 | CYBR CyberArk Software Ltd. - Ordinary |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 04 Jan 2024 | BMI Badger Meter, Inc. Common Stock |
$1,001 - $15,000 | spouse | +19.0% | — |
| D | BUY | 04 Jan 2024 | AXON Axon Enterprise Inc |
$1,001 - $15,000 | spouse | +127.5% | yes |
| C | BUY | 04 Jan 2024 | ZTS Zoetis Inc Cl A |
$1,001 - $15,000 | self | -35.5% | yes |
| E | BUY | 04 Jan 2024 | SFM Sprouts Farmers Market |
$1,001 - $15,000 | self | +180.6% | — |
| E | BUY | 04 Jan 2024 | OLLI Ollie's Bargain Outlet Holdings, I |
$1,001 - $15,000 | self | +31.0% | — |
| E | BUY | 04 Jan 2024 | GS Goldman Sachs Group, Inc. (The) Co |
$1,001 - $15,000 | self | +48.3% | — |
| E | BUY | 04 Jan 2024 | FRPT Freshpet, Inc. - Common Stock |
$1,001 - $15,000 | self | +54.7% | — |
| E | BUY | 04 Jan 2024 | ETN Eaton Corp |
$1,001 - $15,000 | self | +4.0% | — |
| E | BUY | 04 Jan 2024 | ELF E.L.F. Beauty Inc |
$1,001 - $15,000 | self | -58.3% | — |
| E | BUY | 04 Jan 2024 | CYBR CyberArk Software Ltd. - Ordinary |
$1,001 - $15,000 | self | — | — |
| E | BUY | 04 Jan 2024 | BMI Badger Meter, Inc. Common Stock |
$1,001 - $15,000 | self | +19.0% | — |
| D | BUY | 04 Jan 2024 | AXON Axon Enterprise Inc |
$1,001 - $15,000 | self | +127.5% | yes |
| — | BUY | 03 Jan 2024 | None Canadian County Educational Facili |
$100,001 - $250,000 | joint | — | — |
| — | BUY | 03 Jan 2024 | None Canadian County Educational Facili |
$100,001 - $250,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | ADBE Adobe Systems Inc |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | AMD Advanced Micro Devices, Inc. - Com |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | AAPL Apple Inc. - Common Stock |
$50,001 - $100,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | META Meta Platforms Inc |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | LRCX Lam Research Corp |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | NVDA NVIDIA Corporation - Common Stock |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 02 Jan 2024 | ADBE Adobe Systems Inc |
$15,001 - $50,000 | joint | -53.6% | — |
| E | BUY | 02 Jan 2024 | AMD Advanced Micro Devices, Inc. - Com |
$15,001 - $50,000 | joint | -61.7% | — |
| E | BUY | 02 Jan 2024 | AAPL Apple Inc. - Common Stock |
$50,001 - $100,000 | joint | -0.8% | — |
| E | BUY | 02 Jan 2024 | AMAT Applied Materials, Inc. - Common S |
$15,001 - $50,000 | joint | -20.8% | — |
| E | BUY | 02 Jan 2024 | META Meta Platforms Inc |
$15,001 - $50,000 | joint | +45.8% | — |
| E | BUY | 02 Jan 2024 | LRCX Lam Research Corp |
$15,001 - $50,000 | joint | -35.5% | — |
| E | BUY | 02 Jan 2024 | NVDA NVIDIA Corporation - Common Stock |
$15,001 - $50,000 | joint | +85.2% | — |
| E | SELL | 22 Dec 2023 | SHOP Shopify Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | self | — | — |
| C | SELL | 22 Dec 2023 | PODD Insulet Corp |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 22 Dec 2023 | INST Instructure Holdings Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | HUBB Hubbell Inc Common Stock |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | FN Fabrinet |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | FCFS FirstCash Holdings, Inc. - Common |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | EXLS ExlService Holdings, Inc. - Common |
$1,001 - $15,000 | self | — | — |
| C | SELL | 22 Dec 2023 | CTVA Corteva Inc |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 22 Dec 2023 | CELH Celsius Holdings Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | SHOP Shopify Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | self | — | — |
| C | SELL | 22 Dec 2023 | PODD Insulet Corp |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 22 Dec 2023 | INST Instructure Holdings Inc |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | HUBB Hubbell Inc Common Stock |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | FN Fabrinet |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | FCFS FirstCash Holdings, Inc. - Common |
$1,001 - $15,000 | self | — | — |
| E | SELL | 22 Dec 2023 | EXLS ExlService Holdings, Inc. - Common |
$1,001 - $15,000 | self | — | — |
| C | SELL | 22 Dec 2023 | CTVA Corteva Inc |
$1,001 - $15,000 | self | — | yes |
| E | SELL | 22 Dec 2023 | CELH Celsius Holdings Inc |
$1,001 - $15,000 | self | — | — |
| — | BUY | 06 Dec 2023 | None Cleveland County OK Educational FA |
$100,001 - $250,000 | joint | — | — |
| D | SELL | 05 Dec 2023 | VLTO Veralto Corp Common Stock |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 29 Nov 2023 | None Oklahoma St Dev Fin Auth Hlths Rev |
$250,001 - $500,000 | self | — | — |
| — | BUY | 16 Nov 2023 | None Oklahoma Dev Fin Auth Lease RE Rat |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 31 Oct 2023 | None CLEAR CREEK TEX INDPT SCH DIST UNL |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 30 Oct 2023 | None Oklahoma St Turnpike Auth Rev Rate |
$15,001 - $50,000 | self | — | — |
| — | BUY | 27 Oct 2023 | None NEW YORK N Y CITY MUN WTR FIN AUTH |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 26 Oct 2023 | None Oklahoma Transn Auth OK F/K/A Rate |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 25 Oct 2023 | None Nevada St Ltd Tax Go Cap Impt BDS |
$50,001 - $100,000 | joint | — | — |
| — | SELL | 23 Oct 2023 | None Oklahoma St Dev Fin Auth Hlths Rev |
$50,001 - $100,000 | self | — | — |
| — | BUY | 18 Oct 2023 | None Tulsa County Oklahoma Indl Auth Ed |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 17 Oct 2023 | None University Oklahoma Revs Rate/Coup |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 13 Oct 2023 | None Oklahoma Dev Fin Auth Health Rate/ |
$250,001 - $500,000 | joint | — | — |
| — | BUY | 12 Oct 2023 | None POCONO MTN PA SCH DIST GO NTS 2023 |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 06 Oct 2023 | None FORT LAUDERDALE FLA WTR & SWR REV |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 04 Oct 2023 | None Purcell Oklahoma Public Works Auth |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 04 Oct 2023 | None COOK CNTY ILL CMNTY CONS SCH DIST |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 04 Oct 2023 | None Kaukauna Wis Antic Nts 2023 B Rate |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 03 Oct 2023 | None NEW MEXICO FIN AUTH ST TRANSN REV |
$50,001 - $100,000 | joint | — | — |
| D | BUY | 03 Oct 2023 | ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 | joint | -8.3% | yes |
| E | BUY | 03 Oct 2023 | ADBE Adobe Systems Inc |
$1,001 - $15,000 | joint | -48.0% | — |
| E | BUY | 03 Oct 2023 | AMD Advanced Micro Devices, Inc. - Com |
$1,001 - $15,000 | joint | -4.3% | — |
| E | BUY | 03 Oct 2023 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | joint | -2.0% | — |
| E | BUY | 03 Oct 2023 | AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 | joint | +7.0% | — |
| E | BUY | 03 Oct 2023 | AXP American Express Company Common St |
$1,001 - $15,000 | joint | +50.4% | — |
| D | BUY | 03 Oct 2023 | ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 | joint | -41.7% | yes |
| E | BUY | 03 Oct 2023 | AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 | joint | -8.0% | — |
| E | BUY | 03 Oct 2023 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | joint | -1.6% | — |
| E | BUY | 03 Oct 2023 | AZO AutoZone, Inc. Common Stock |
$1,001 - $15,000 | joint | -16.0% | — |
| E | BUY | 03 Oct 2023 | BRK.B Berkshire Hathaway Cl B |
$1,001 - $15,000 | joint | -5.1% | — |
| E | BUY | 03 Oct 2023 | BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 | joint | +26.3% | — |
| D | BUY | 03 Oct 2023 | BSX Boston Scientific Corporation Comm |
$1,001 - $15,000 | joint | +25.3% | yes |
| E | BUY | 03 Oct 2023 | CSX CSX Corporation - Common Stock |
$1,001 - $15,000 | joint | -22.1% | — |
| E | BUY | 03 Oct 2023 | CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 | joint | +27.9% | — |
| D | BUY | 03 Oct 2023 | CVX Chevron Corporation Common Stock |
$1,001 - $15,000 | joint | -25.2% | yes |
| E | BUY | 03 Oct 2023 | CMG Chipotle Mexican Grill |
$1,001 - $15,000 | joint | +11.1% | — |
| E | BUY | 03 Oct 2023 | KO Coca-Cola Company (The) Common Sto |
$1,001 - $15,000 | joint | -17.1% | — |
| E | BUY | 03 Oct 2023 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | -28.5% | — |
| D | BUY | 03 Oct 2023 | COP ConocoPhillips Common Stock |
$1,001 - $15,000 | joint | -41.8% | yes |
| E | BUY | 03 Oct 2023 | STZ Constellation Brands Inc |
$1,001 - $15,000 | joint | -35.3% | — |
| E | BUY | 03 Oct 2023 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | joint | +26.5% | — |
| E | BUY | 03 Oct 2023 | DE Deere & Company Common Stock |
$1,001 - $15,000 | joint | -27.4% | — |
| D | BUY | 03 Oct 2023 | EW Edwards Lifesciences Corporation C |
$1,001 - $15,000 | joint | -31.1% | yes |
| E | BUY | 03 Oct 2023 | EMR Emerson Electric Company |
$1,001 - $15,000 | joint | -12.6% | — |
| E | BUY | 03 Oct 2023 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | joint | +43.6% | — |
| E | BUY | 03 Oct 2023 | FI Fiserv, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Oct 2023 | GS Goldman Sachs Group, Inc. (The) Co |
$1,001 - $15,000 | joint | +36.6% | — |
| E | BUY | 03 Oct 2023 | HLT Hilton Worldwide Holdings Inc. Com |
$1,001 - $15,000 | joint | +21.3% | — |
| E | BUY | 03 Oct 2023 | HD Home Depot, Inc. (The) Common Stoc |
$1,001 - $15,000 | joint | +3.1% | — |
| E | BUY | 03 Oct 2023 | HON Honeywell International Inc. - Com |
$1,001 - $15,000 | joint | -20.4% | — |
| E | BUY | 03 Oct 2023 | ICE Intercontinental Exchange Inc. Com |
$1,001 - $15,000 | joint | +10.9% | — |
| E | BUY | 03 Oct 2023 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | joint | +27.3% | — |
| E | BUY | 03 Oct 2023 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | joint | -14.3% | — |
| D | BUY | 03 Oct 2023 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | +6.9% | yes |
| E | BUY | 03 Oct 2023 | MA Mastercard Inc |
$1,001 - $15,000 | joint | -1.3% | — |
| E | BUY | 03 Oct 2023 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | -16.6% | — |
| E | BUY | 03 Oct 2023 | NKE Nike Inc |
$1,001 - $15,000 | joint | -58.0% | — |
| E | BUY | 03 Oct 2023 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | +176.9% | — |
| E | BUY | 03 Oct 2023 | PANW Palo Alto Networks, Inc. - Common |
$1,001 - $15,000 | joint | +10.8% | — |
| E | BUY | 03 Oct 2023 | PEP PepsiCo, Inc. - Common Stock |
$1,001 - $15,000 | joint | -32.0% | — |
| E | BUY | 03 Oct 2023 | PG Procter & Gamble Company |
$1,001 - $15,000 | joint | -22.5% | — |
| D | BUY | 03 Oct 2023 | RTX RTX Corporation Common Stock |
$1,001 - $15,000 | joint | +12.2% | yes |
| E | BUY | 03 Oct 2023 | SPGI S&P Global Inc. Common Stock |
$1,001 - $15,000 | joint | -2.2% | — |
| E | BUY | 03 Oct 2023 | CRM Salesforce, Inc. Common Stock |
$1,001 - $15,000 | joint | +7.8% | — |
| D | BUY | 03 Oct 2023 | SHW Sherwin-Williams Company (The) Com |
$1,001 - $15,000 | joint | +13.9% | yes |
| E | BUY | 03 Oct 2023 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | -35.3% | — |
| — | BUY | 03 Oct 2023 | None T-Mobile US, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 03 Oct 2023 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | +9.7% | — |
| D | BUY | 03 Oct 2023 | TMO Thermo Fisher Scientific Inc |
$15,001 - $50,000 | joint | -9.9% | yes |
| E | BUY | 03 Oct 2023 | UNP Union Pacific Corp |
$1,001 - $15,000 | joint | -21.7% | — |
| D | BUY | 03 Oct 2023 | UNH Unitedhealth Group Inc |
$1,001 - $15,000 | joint | -27.4% | yes |
| E | BUY | 03 Oct 2023 | V Visa Inc |
$1,001 - $15,000 | joint | -13.5% | — |
| D | BUY | 03 Oct 2023 | ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 | joint | -17.4% | yes |
| — | BUY | 28 Sep 2023 | None LUCAS CNTY OHIO LTD TAX VAR PURP I |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 28 Sep 2023 | None Macomb Inter Sch Dist Mich Unltd T |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 27 Sep 2023 | None WAXAHACHIE TEX INDPT SCH DIST ULTD |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 26 Sep 2023 | None JOHNSTON CNTY N C GO REF BDS Rate/ |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 22 Sep 2023 | None UPTON CNTY TEX TAX NTS Rate/Coupon |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 20 Sep 2023 | None TEXAS ST GO MOBILITY FD BDS A Rate |
$50,001 - $100,000 | joint | — | — |
| D | BUY | 18 Sep 2023 | COST Costco Wholesale Corporation - Com |
$15,001 - $50,000 | joint | +27.3% | — |
| — | BUY | 14 Sep 2023 | None SEATTLE WASH DRAIN & WASTEWATER RE |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 13 Sep 2023 | None ALAMOGORDO N MEX MUN SCH DIST NO 0 |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 13 Sep 2023 | None AUSTIN TEX PUB IMPT REF BDS Rate/C |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 13 Sep 2023 | None AUSTIN TEX CTFS OBLIG Rate/Coupon: |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 13 Sep 2023 | None CENTRAL WEBER UTAH SWR IMPT DIST S |
$50,001 - $100,000 | joint | — | — |
| — | BUY | 13 Sep 2023 | None IPS MULTI-SCH BLDG CORP IND UNLTD |
$50,001 - $100,000 | joint | — | — |
| D | BUY | 13 Sep 2023 | ABT Abbott Laboratories Common Stock |
$15,001 - $50,000 | joint | -3.8% | yes |
| E | BUY | 13 Sep 2023 | ADBE Adobe Systems Inc |
$15,001 - $50,000 | joint | -46.5% | — |
| E | BUY | 13 Sep 2023 | AMD Advanced Micro Devices, Inc. - Com |
$15,001 - $50,000 | joint | +19.6% | — |
| E | BUY | 13 Sep 2023 | GOOGL Alphabet Cl A |
$15,001 - $50,000 | joint | -17.6% | — |
| E | BUY | 13 Sep 2023 | AMZN Amazon.com Inc |
$50,001 - $100,000 | joint | +7.0% | — |
| E | BUY | 13 Sep 2023 | AXP American Express Company Common St |
$15,001 - $50,000 | joint | +47.8% | — |
| D | BUY | 13 Sep 2023 | ELV Elevance Health, Inc. Common Stock |
$15,001 - $50,000 | joint | -24.2% | yes |
Click any row for the full trade breakdown.