Markwayne Mullin
U.S. Senator — OK (Republican)
No longer in office
Disclosed transactions
| Ticker | Asset | Traded | Type | Amount | Disclosed after |
|---|---|---|---|---|---|
| INTU | Intuit Inc. - Common Stock JOINT | 2/25/26 | Sale | $15,001 - $50,000 | — |
| AZO | AutoZone, Inc. Common Stock JOINT | 2/25/26 | Sale | $50,001 - $100,000 | — |
| UNH | UnitedHealth Group Incorporated Common Stock (DE) JOINT | 2/25/26 | Purchase | $50,001 - $100,000 | — |
| ADBE | Adobe Inc. - Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| AIT | Applied Industrial Technologies, Inc. Common Stock JOINT | 2/4/26 | Sale | $1,001 - $15,000 | — |
| AMKR | Amkor Technology, Inc. - Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| APG | APi Group Corporation Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| C | Citigroup, Inc. Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| COHR | Coherent Corp. Common Stock JOINT | 2/4/26 | Sale | $15,001 - $50,000 | — |
| CRDO | Credo Technology Group Holding Ltd - Ordinary Shares JOINT | 2/4/26 | Sale | $15,001 - $50,000 | — |
| CRS | Carpenter Technology Corporation Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| DELL | Dell Technologies Inc. Class C Common Stock JOINT | 2/4/26 | Sale | $15,001 - $50,000 | — |
| FCFS | FirstCash Holdings, Inc. - Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| GS | Goldman Sachs Group, Inc. (The) Common Stock JOINT | 2/4/26 | Sale | $15,001 - $50,000 | — |
| IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT JOINT | 2/4/26 | Sale | $1,001 - $15,000 | — |
| LRN | Stride, Inc. Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| MCK | McKesson Corporation Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| MPWR | Monolithic Power Systems, Inc. - Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| MTZ | MasTec, Inc. Common Stock JOINT | 2/4/26 | Sale | $15,001 - $50,000 | — |
| VSEC | VSE Corporation - Common Stock JOINT | 2/4/26 | Purchase | $15,001 - $50,000 | — |
| — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 JOINT | 1/21/26 | Sale | $1,001 - $15,000 | — |
| — | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 JOINT | 1/20/26 | Sale | $50,001 - $100,000 | — |
| — | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 JOINT | 1/20/26 | Sale | $50,001 - $100,000 | — |
| — | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 JOINT | 1/20/26 | Sale | $50,001 - $100,000 | — |
| — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 JOINT | 1/20/26 | Sale | $1,001 - $15,000 | — |
| — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 JOINT | 1/20/26 | Sale | $1,001 - $15,000 | — |
| — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 JOINT | 1/20/26 | Sale | $50,001 - $100,000 | — |
| — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 JOINT | 1/20/26 | Sale | $1,001 - $15,000 | — |
| — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 JOINT | 1/20/26 | Sale | $15,001 - $50,000 | — |
| — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 JOINT | 1/20/26 | Sale | $1,001 - $15,000 | — |
| — | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 JOINT | 1/20/26 | Sale | $50,001 - $100,000 | — |
| ADBE | Adobe Inc. - Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| AMKR | Amkor Technology, Inc. - Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| APG | APi Group Corporation Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| C | Citigroup Inc | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| CRS | Carpenter Technology Corporation Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| FCFS | FirstCash Holdings, Inc. - Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| LRN | Stride, Inc. Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| MCK | McKesson Corporation Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| MPWR | Monolithic Power Systems, Inc. - Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| VSEC | VSE Corporation - Common Stock | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| ADBE | Adobe Inc. - Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| AMKR | Amkor Technology, Inc. - Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| APG | APi Group Corporation Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| C | Citigroup Inc SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| CRS | Carpenter Technology Corporation Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| FCFS | FirstCash Holdings, Inc. - Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| LRN | Stride, Inc. Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| MCK | McKesson Corporation Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| MPWR | Monolithic Power Systems, Inc. - Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| VSEC | VSE Corporation - Common Stock SPOUSE | 1/5/26 | Purchase | $15,001 - $50,000 | — |
| COP | ConocoPhillips Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| NOW | ServiceNow, Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| INTU | Intuit Inc. - Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| HD | Home Depot, Inc. (The) Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| ISRG | Intuitive Surgical, Inc. - Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| COST | Costco Wholesale Corporation - Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| AMAT | Applied Materials, Inc. - Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| HLT | Hilton Worldwide Holdings Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| MA | Mastercard Incorporated Common Stock JOINT | 12/29/25 | Purchase | $50,001 - $100,000 | — |
| META | Meta Platforms, Inc. - Class A Common Stock JOINT | 12/29/25 | Purchase | $50,001 - $100,000 | — |
| AAPL | Apple Inc. - Common Stock JOINT | 12/29/25 | Purchase | $100,001 - $250,000 | — |
| CVX | Chevron Corporation Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| AXP | American Express Company Common Stock JOINT | 12/29/25 | Purchase | $1,001 - $15,000 | — |
| ELV | Elevance Health, Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| IQV | IQVIA Holdings, Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| CRM | Salesforce, Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| NVDA | NVIDIA Corporation - Common Stock JOINT | 12/29/25 | Purchase | $100,001 - $250,000 | — |
| AMZN | Amazon.com, Inc. - Common Stock JOINT | 12/29/25 | Purchase | $100,001 - $250,000 | — |
| KO | Coca-Cola Company (The) Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| LRCX | Lam Research Corporation - Common Stock JOINT | 12/29/25 | Purchase | $50,001 - $100,000 | — |
| GS | Goldman Sachs Group, Inc. (The) Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| MSFT | Microsoft Corporation - Common Stock JOINT | 12/29/25 | Purchase | $100,001 - $250,000 | — |
| BSX | Boston Scientific Corporation Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| DE | Deere & Company Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| ICE | Intercontinental Exchange Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| GOOGL | Alphabet Inc. - Class A Common Stock JOINT | 12/29/25 | Purchase | $100,001 - $250,000 | — |
| RTX | RTX Corporation Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| COF | Capital One Financial Corporation Common Stock JOINT | 12/29/25 | Purchase | $50,001 - $100,000 | — |
| JPM | JP Morgan Chase & Co. Common Stock JOINT | 12/29/25 | Purchase | $50,001 - $100,000 | — |
| LLY | Eli Lilly and Company Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| CAT | Caterpillar, Inc. Common Stock JOINT | 12/29/25 | Purchase | $15,001 - $50,000 | — |
| AIT | Applied Industrial Technologies, Inc. Common Stock SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| COHR | Coherent Corp. Common Stock SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| CRDO | Credo Technology Group Holding Ltd SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| DELL | Dell Technologies Inc. Class C Common Stock SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| GS | Goldman Sachs Group, Inc. (The) Common Stock SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| IRM | Iron Mountain Inc SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| LRN | Stride, Inc. Common Stock SPOUSE | 12/18/25 | Sale | $1,001 - $15,000 | — |
| MTZ | MasTec, Inc. Common Stock SPOUSE | 12/18/25 | Sale | $15,001 - $50,000 | — |
| PRMB | Primo Brands Corporation Class A Common Stock SPOUSE | 12/18/25 | Sale | $1,001 - $15,000 | — |
| AIT | Applied Industrial Technologies, Inc. Common Stock | 12/18/25 | Sale | $15,001 - $50,000 | — |
| COHR | Coherent Corp. - Common Stock | 12/18/25 | Sale | $15,001 - $50,000 | — |
| CRDO | Credo Technology Group Holding Ltd | 12/18/25 | Sale | $15,001 - $50,000 | — |
| DELL | Dell Technologies Inc. Class C Common Stock | 12/18/25 | Sale | $15,001 - $50,000 | — |
| GS | Goldman Sachs Group, Inc. (The) Common Stock | 12/18/25 | Sale | $15,001 - $50,000 | — |
| IRM | Iron Mountain Inc | 12/18/25 | Sale | $1,001 - $15,000 | — |
| LRN | Stride, Inc. Common Stock | 12/18/25 | Sale | $1,001 - $15,000 | — |
| MTZ | MasTec, Inc. Common Stock | 12/18/25 | Sale | $15,001 - $50,000 | — |
| PRMB | Primo Brands Corp | 12/18/25 | Sale | $1,001 - $15,000 | — |
| PRMB | Primo Brands Corporation Class A Common Stock JOINT | 12/17/25 | Sale | $1,001 - $15,000 | — |
| — | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 JOINT | 12/3/25 | Purchase | $50,001 - $100,000 | — |
| PNR | Pentair plc. Ordinary Share JOINT | 11/10/25 | Purchase | $15,001 - $50,000 | — |
| ZTS | Zoetis Inc. Class A Common Stock JOINT | 11/10/25 | Sale | $15,001 - $50,000 | — |
| CSX | CSX Corporation - Common Stock JOINT | 11/10/25 | Sale | $15,001 - $50,000 | — |
| COF | Capital One Financial Corporation Common Stock JOINT | 11/10/25 | Purchase | $50,001 - $100,000 | — |
| TMUS | T-Mobile US, Inc. - Common Stock JOINT | 11/3/25 | Sale | $50,001 - $100,000 | — |
| BRK.B | Berkshire Hathaway Cl B JOINT | 11/3/25 | Sale | $15,001 - $50,000 | — |
| MSFT | Microsoft Corp JOINT | 11/3/25 | Purchase | $250,001 - $500,000 | — |
| CMG | Chipotle Mexican Grill, Inc. Common Stock JOINT | 11/3/25 | Sale | $15,001 - $50,000 | — |
| FI | Fiserv Inc JOINT | 11/3/25 | Sale | $15,001 - $50,000 | — |
| IHF | iShares U.S. Health Care Providers ETF JOINT | 9/24/25 | Sale | $15,001 - $50,000 | — |
| TXN | Texas Instruments Incorporated - Common Stock JOINT | 9/24/25 | Sale | $15,001 - $50,000 | — |
| ISRG | Intuitive Surgical, Inc. - Common Stock JOINT | 9/24/25 | Purchase | $50,001 - $100,000 | — |
| ACN | Accenture Plc JOINT | 9/24/25 | Sale | $15,001 - $50,000 | — |
| INTU | Intuit Inc. - Common Stock JOINT | 9/24/25 | Purchase | $15,001 - $50,000 | — |
| NOW | ServiceNow, Inc. Common Stock JOINT | 9/24/25 | Purchase | $1,001 - $15,000 | — |
| UNH | Unitedhealth Group Inc JOINT | 9/24/25 | Purchase | $15,001 - $50,000 | — |
| ADBE | Adobe Systems Inc JOINT | 9/24/25 | Sale | $15,001 - $50,000 | — |
| WAB | Wabtec Corp SPOUSE | 9/23/25 | Sale | $15,001 - $50,000 | — |
| WAB | Wabtec Corp JOINT | 9/23/25 | Sale | $1,001 - $15,000 | — |
| WAB | Wabtec Corp | 9/23/25 | Sale | $15,001 - $50,000 | — |
| — | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 JOINT | 9/9/25 | Purchase | $50,001 - $100,000 | — |
| UNH | UnitedHealth Group Incorporated Common Stock (DE) JOINT | 8/1/25 | Sale | $15,001 - $50,000 | — |
| — | Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 JOINT | 6/18/25 | Purchase | $50,001 - $100,000 | — |
| — | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 JOINT | 6/16/25 | Sale | $50,001 - $100,000 | — |
| ZTS | Zoetis Inc. Class A Common Stock JOINT | 5/13/25 | Purchase | $50,001 - $100,000 | — |
| VLO | Valero Energy Corp JOINT | 5/13/25 | Purchase | $50,001 - $100,000 | — |
| TMO | Thermo Fisher Scientific Inc JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| TXN | Texas Instruments JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| SPY | SPDR S&P 500 JOINT | 5/13/25 | Sale | $500,001 - $1,000,000 | — |
| LRCX | Lam Research Corp JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| LHX | L3Harris Technologies Inc JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| LPLA | Lpl Financial Holdings JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| COP | Conocophillips JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| CVX | Chevron Corp JOINT | 5/13/25 | Purchase | $50,001 - $100,000 | — |
| CSX | CSX Corp JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| AMAT | Applied Materials, Inc. - Common Stock JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| ADBE | Adobe Systems Inc JOINT | 5/13/25 | Purchase | $15,001 - $50,000 | — |
| CSX | CSX Corp JOINT | 4/8/25 | Sale | $15,001 - $50,000 | — |
| AMAT | Applied Materials JOINT | 4/8/25 | Sale | $50,001 - $100,000 | — |
| ADBE | Adobe Systems Inc JOINT | 4/8/25 | Sale | $15,001 - $50,000 | — |
| LRCX | Lam Research Corp JOINT | 4/8/25 | Sale | $50,001 - $100,000 | — |
| CVX | Chevron Corp JOINT | 4/8/25 | Sale | $15,001 - $50,000 | — |
| ZTS | Zoetis Inc Cl A JOINT | 4/8/25 | Sale | $15,001 - $50,000 | — |
| VLO | Valero Energy Corp JOINT | 4/8/25 | Sale | $50,001 - $100,000 | — |
| TXN | Texas Instruments JOINT | 4/8/25 | Sale | $15,001 - $50,000 | — |
| TMO | Thermo Fisher Scientific Inc JOINT | 4/8/25 | Sale | $50,001 - $100,000 | — |
| COP | Conocophillips JOINT | 4/8/25 | Sale | $15,001 - $50,000 | — |
| COF | Capital One Financial Corp JOINT | 3/19/25 | Purchase | $15,001 - $50,000 | — |
| — | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 JOINT | 2/19/25 | Purchase | $50,001 - $100,000 | — |
| — | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 JOINT | 2/19/25 | Purchase | $50,001 - $100,000 | — |
| — | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 JOINT | 2/19/25 | Purchase | $50,001 - $100,000 | — |
| BRK | Bershire Hathaway Cdr [Cad Hedged] JOINT | 2/13/25 | Sale | $15,001 - $50,000 | — |
| PM | Philip Morris International Inc JOINT | 2/13/25 | Purchase | $15,001 - $50,000 | — |
| HON | Honeywell International Inc JOINT | 2/13/25 | Sale | $15,001 - $50,000 | — |
| DHR | Danaher Corp JOINT | 2/13/25 | Sale | $15,001 - $50,000 | — |
| AMZN | Amazon.com Inc JOINT | 2/13/25 | Purchase | $15,001 - $50,000 | — |
| MSFT | Microsoft Corp JOINT | 2/13/25 | Purchase | $50,001 - $100,000 | — |
| AMD | Adv Micro Devices JOINT | 2/13/25 | Sale | $50,001 - $100,000 | — |
| TJX | TJX Companies JOINT | 2/13/25 | Purchase | $15,001 - $50,000 | — |
| IQV | Iqvia Holdings Inc JOINT | 2/13/25 | Purchase | $15,001 - $50,000 | — |
| ACN | Accenture Plc JOINT | 2/13/25 | Purchase | $50,001 - $100,000 | — |
| LPLA | Lpl Financial Holdings JOINT | 2/13/25 | Purchase | $50,001 - $100,000 | — |
| STZ | Constellation Brands Inc JOINT | 2/13/25 | Sale | $15,001 - $50,000 | — |
| LHX | L3Harris Technologies Inc JOINT | 2/13/25 | Purchase | $15,001 - $50,000 | — |
| VAW | Materials ETF Vanguard JOINT | 2/13/25 | Sale | $100,001 - $250,000 | — |
| AIT | Applied Industrial Technologies JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| COHR | Coherent Corp JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| CRDO | Credo Technology Group Holding Ltd JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| DELL | Dell Technologies Inc JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| GS | Goldman Sachs Group JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| IRM | Iron Mountain Inc JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| LRN | Stride Inc JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| MTZ | Mastec Inc JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| PRMB | Primo Water Corp JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| WAB | Wabtec Corp JOINT | 2/3/25 | Purchase | $1,001 - $15,000 | — |
| EZU | Eurozone Ishares MSCI ETF JOINT | 1/8/25 | Sale | $15,001 - $50,000 | — |
| IEFA | iShares Core MSCI EAFE ETF JOINT | 1/8/25 | Sale | $15,001 - $50,000 | — |
| ABT | Abbott Laboratories JOINT | 1/8/25 | Sale | $1,001 - $15,000 | — |
| — | VANGUARD INDEX FDS VANGUARD MID-CAP ETF JOINT | 1/8/25 | Sale | $15,001 - $50,000 | — |
| — | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 JOINT | 1/8/25 | Sale | $50,001 - $100,000 | — |
| — | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 JOINT | 1/8/25 | Sale | $15,001 - $50,000 | — |
| — | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 JOINT | 1/8/25 | Sale | $50,001 - $100,000 | — |
| — | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 JOINT | 1/8/25 | Sale | $15,001 - $50,000 | — |
| — | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 JOINT | 1/8/25 | Sale | $50,001 - $100,000 | — |
| — | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 JOINT | 1/8/25 | Sale | $15,001 - $50,000 | — |
| — | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 JOINT | 1/8/25 | Sale | $50,001 - $100,000 | — |
| — | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 JOINT | 1/8/25 | Sale | $1,001 - $15,000 | — |
| AIT | Applied Industrial Technologies, Inc. Common Stock | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| COHR | Coherent Corp | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| CRDO | Credo Technology Group Holding Ltd | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| DELL | Dell Technologies Inc. Class C Common Stock | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| GS | Goldman Sachs Group | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| IRM | Iron Mountain Inc | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| LRN | Stride Inc | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| MTZ | Mastec Inc | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| PRMB | Primo Brands Corporation Cl A | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| WAB | Wabtec Corp | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| AIT | Applied Industrial Technologies, Inc. Common Stock SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| COHR | Coherent Corp SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| CRDO | Credo Technology Group Holding Ltd SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| DELL | Dell Technologies Inc. Class C Common Stock SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| GS | Goldman Sachs Group SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| IRM | Iron Mountain Inc SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| LRN | Stride Inc SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| MTZ | Mastec Inc SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| PRMB | Primo Brands Corporation Cl A SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| WAB | Wabtec Corp SPOUSE | 1/2/25 | Purchase | $15,001 - $50,000 | — |
| — | Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 JOINT | 12/27/24 | Sale | $50,001 - $100,000 | — |
| IEMG | iShares Core MSCI Emerging Markets ETF JOINT | 12/26/24 | Purchase | $50,001 - $100,000 | — |
| PDBC | Invesco Optimum Yield Diversified Commodity Strate JOINT | 12/26/24 | Sale | $250,001 - $500,000 | — |
| GICIX | Goldman Sachs Intl Small Cap Insights Fd Inst JOINT | 12/26/24 | Purchase | $50,001 - $100,000 | — |
| CFSSX | Column Small Cap Select Fund JOINT | 12/26/24 | Purchase | $100,001 - $250,000 | — |
| PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 JOINT | 12/26/24 | Purchase | $250,001 - $500,000 | — |
| VNQ | Vanguard Real Estate ETF JOINT | 12/26/24 | Purchase | $1,001 - $15,000 | — |
| LLY | Eli Lilly and Company Common Stock JOINT | 12/11/24 | Purchase | $50,001 - $100,000 | — |
| PCLPX | Pimco Commoditiesplus Strategy Fund Class I-2 JOINT | 11/12/24 | Sale | $15,001 - $50,000 | — |
| PDBC | Invesco Optimum Yield Diversified Commodity Strate JOINT | 11/12/24 | Purchase | $15,001 - $50,000 | — |
| — | Pimco Commodities Plus Strategy Fund Class JOINT | 10/29/24 | Sale | $250,001 - $500,000 | — |
| PDBC | Invesco Optimum Yield Diversified Commodity Strate JOINT | 10/29/24 | Purchase | $250,001 - $500,000 | — |
| — | Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 JOINT | 10/1/24 | Sale | $50,001 - $100,000 | — |
| — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | 7/24/24 | Sale | $15,001 - $50,000 | — |
| — | Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29 | 7/23/24 | Sale | $50,001 - $100,000 | — |
| — | Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 | 7/23/24 | Sale | $15,001 - $50,000 | — |
| — | Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 | 7/23/24 | Sale | $50,001 - $100,000 | — |
| — | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | 7/23/24 | Sale | $15,001 - $50,000 | — |
| — | Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 | 7/23/24 | Sale | $50,001 - $100,000 | — |
| — | Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 | 7/23/24 | Sale | $15,001 - $50,000 | — |
| — | Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 | 7/23/24 | Sale | $15,001 - $50,000 | — |
| — | Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 | 7/23/24 | Sale | $100,001 - $250,000 | — |
| — | Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 | 7/23/24 | Sale | $15,001 - $50,000 | — |
| ZTS | Zoetis Inc. Class A Common Stock SPOUSE | 4/3/24 | Sale | $1,001 - $15,000 | — |
| — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | 3/11/24 | Sale | $15,001 - $50,000 | — |
| — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | 2/9/24 | Sale | $50,001 - $100,000 | — |
| — | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | 2/7/24 | Sale | $50,001 - $100,000 | — |