—raised, 2026 cycle
—spent
—cash on hand
415trades · $25.7M est.
62%
disclosed on time · 158 late, worst 908d over
$108.9Mest. assets · Nominee 278 (03/17/2026)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| V Visa Inc Com CL A | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| VPU Vanguard World FDS Vanguard Utils ETF | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| VLO Valero Energy Corp New Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| UNP Union Pacific Corp | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| TJX TJX Cos Inc New Com | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| TMO Thermo Fisher Scientific Inc Com | Sell | $15K – $50K | Self | Jun 10, 2026 | filing ↗ |
| SHW Sherwin Williams | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| SPGI S&P Global Inc Com | Sell | $15K – $50K | Self | Jun 10, 2026 | filing ↗ |
| RTX RTX Corp Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| PM Phillip Morris Intl Inc Com | Sell | $15K – $50K | Self | Jun 10, 2026 | filing ↗ |
| PH Parker-Hannifin Corp Com | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| PANW Palo Alto Networks Inc Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| OKE ONEOK INC | Sell | $15K – $50K | Self | Jun 10, 2026 | filing ↗ |
| NVDA Nvidia Corp Com | Sell | $500K – $1M | Self | Jun 10, 2026 | filing ↗ |
| META Meta Platforms Inc CL A | Sell | $250K – $500K | Self | Jun 10, 2026 | filing ↗ |
| LLY Lily Eli & Co Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| LRCX LAM Resh Corp Com New | Sell | $250K – $500K | Self | Jun 10, 2026 | filing ↗ |
| LHX L3Harris Technologies Inc Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| KLAC KLA corp Com | Sell | $250K – $500K | Self | Jun 10, 2026 | filing ↗ |
| JPM JP Morgan Chase & Co Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| ICE Intercontinental Exchange Group | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| HLT Hilton Worldwide Hldgs Inc Com New | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| GS Goldman Sachs Group Inc Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| EMR Emerson Elec Co Com | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| DE Deere and Co. | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| COST Costco | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| COP Conocophillips | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| KO Coca Cola Co Com | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| CVX Chevron Corp New Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| CAT Caterpillar Inc Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| BLK Blackrock | Sell | $50K – $100K | Self | Jun 10, 2026 | filing ↗ |
| AMAT Applied Materials Inc., | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| APPL Apple Inc. | Sell | $250K – $500K | Self | Jun 10, 2026 | filing ↗ |
| AXP American Express Co Com | Sell | $100K – $250K | Self | Jun 10, 2026 | filing ↗ |
| AMZN Amazon.com | Sell | $250K – $500K | Self | Jun 10, 2026 | filing ↗ |
| GOOGL Alphabet Inc CL A | Sell | $250K – $500K | Self | Jun 10, 2026 | filing ↗ |
| UNIVERSITY HOUSTON TEX UNIV REVS CONS AND REF BDS | Sell | $1K – $15K | Self | May 26, 2026 | 13d late filing ↗ |
| WEST PALM BEACH FLA CMNTY REDEV AGY TAX REV REF BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| SALEM N H GO BDS | Sell | $1K – $15K | Self | May 19, 2026 | 20d late filing ↗ |
| NEVADA ST LTD TAX GO CAP IMPT BDS | Sell | $1K – $15K | Self | May 19, 2026 | 20d late filing ↗ |
| METROPOLITAN TRANSN AUTH N Y DED TAX FD | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| MASSACHUSETTS ST DEV FIN AGY REV BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS | Sell | $1K – $15K | Self | May 19, 2026 | 20d late filing ↗ |
| KENTUCKY ST PPTY & BLDGS COMMN REVS BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| IPS MULTI-SCH BLDG CORP IND UNLTD ADVALRM PPTY TAX BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| FORT SMITH ARK WTR & SWR REV REF CONSTR BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| FORT LAUDERDALE FLA WTR & SWR REV BDS | Sell | $1K – $15K | Self | May 19, 2026 | 20d late filing ↗ |
| FLORIDA ST DEPT GEN SVCS DIV MGMT REV POOL BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| CORSICANA TEX COMBINATION TAX AND REV CTFS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| COOK CNTY ILL CMNTY CONS SCH DIST NO 015 | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| AUSTIN TEX CTFS OBLIG | Sell | $1K – $15K | Self | May 19, 2026 | 20d late filing ↗ |
| ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS | Sell | $15K – $50K | Self | May 19, 2026 | 20d late filing ↗ |
| UNH United Health Group Inc | Sell | $100K – $250K | Self | May 18, 2026 | 21d late filing ↗ |
| NOW Service Now Inc | Sell | $15K – $50K | Self | May 18, 2026 | 21d late filing ↗ |
| CRM Salesforce Inc | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| PG Proctor & Gamble Co | Sell | $15K – $50K | Self | May 18, 2026 | 21d late filing ↗ |
| PNR Pentair PLC SHS | Sell | $15K – $50K | Self | May 18, 2026 | 21d late filing ↗ |
| MSFT Microsoft Corp Com | Sell | $500K – $1M | Self | May 18, 2026 | 21d late filing ↗ |
| MA Mastercard Inc | Sell | $100K – $250K | Self | May 18, 2026 | 21d late filing ↗ |
| LPLA LPL Financial Holdings Inc | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| IQV Iqvia Holdings Inc | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| ISRG Intuitive Surgical Inc | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| HD Home Depot Inc | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| ELV Elevance Health Inc | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| COF Capital One Financial Corp | Sell | $100K – $250K | Self | May 18, 2026 | 21d late filing ↗ |
| BSX Boston Scientific Corp Com | Sell | $50K – $100K | Self | May 18, 2026 | 21d late filing ↗ |
| VSEC VSE Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| MPWR Monolithic Power System | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| MCK Mckesson Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| LRN Stride Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| FCFS Firstcash Holdings Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| CRS Carpenter Technology Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| C Citigroup Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| APG API Group Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| AMKR Amkor Technology Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| ADBE Adobe Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| VSEC VSE Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| MPWR Monolithic Power System | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| MCK Mckesson Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| LRN Stride Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| FCFS Firstcash Holdings Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| CRS Carpenter Technology Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| C Citigroup Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| APG API Group Corp | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| AMKR Amkor Technology Inc | Sell | $15K – $50K | Self | Apr 16, 2026 | 53d late filing ↗ |
| ADBE Adobe Inc | Sell | $1K – $15K | Self | Apr 16, 2026 | 53d late filing ↗ |
| VSEC VSE Corp | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| MPWR Monolithic Power System | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| MCK Mckesson Corp | Sell | $15K – $50K | Self | Apr 15, 2026 | 54d late filing ↗ |
| LRN Stride Inc | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| FCFS Firstcash Holdings Inc | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| CRS Carpenter Technology Corp | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| C Citigroup, Inc. | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| APG API Group Corp | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| AMKR Amkor Technology Inc | Sell | $50K – $100K | Self | Apr 15, 2026 | 54d late filing ↗ |
| ADBE Adobe Inc | Sell | $15K – $50K | Self | Apr 15, 2026 | 54d late filing ↗ |
| INTU Intuit Inc. - Common Stock | Sell | $15K – $50K | Joint | Feb 25, 2026 | filing ↗ |
| AZO AutoZone, Inc. Common Stock | Sell | $50K – $100K | Joint | Feb 25, 2026 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | $50K – $100K | Joint | Feb 25, 2026 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| AIT Applied Industrial Technologies, Inc. Common Stock | Sell | $1K – $15K | Joint | Feb 4, 2026 | filing ↗ |
| AMKR Amkor Technology, Inc. - Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| C Citigroup, Inc. Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| COHR Coherent Corp. Common Stock | Sell | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Sell | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| CRS Carpenter Technology Corporation Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| DELL Dell Technologies Inc. Class C Common Stock | Sell | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| GS Goldman Sachs Group, Inc. (The) Common Stock | Sell | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | Sell | $1K – $15K | Joint | Feb 4, 2026 | filing ↗ |
| LRN Stride, Inc. Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| MCK McKesson Corporation Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| MTZ MasTec, Inc. Common Stock | Sell | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| VSEC VSE Corporation - Common Stock | Buy | $15K – $50K | Joint | Feb 4, 2026 | filing ↗ |
| COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sell (partial) | $1K – $15K | Joint | Jan 21, 2026 | filing ↗ |
| SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | Sell (partial) | $50K – $100K | Joint | Jan 20, 2026 | filing ↗ |
| FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 | Sell (partial) | $50K – $100K | Joint | Jan 20, 2026 | filing ↗ |
| CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 | Sell (partial) | $50K – $100K | Joint | Jan 20, 2026 | filing ↗ |
| MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sell (partial) | $1K – $15K | Joint | Jan 20, 2026 | filing ↗ |
| UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 | Sell (partial) | $1K – $15K | Joint | Jan 20, 2026 | filing ↗ |
| SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | Sell (partial) | $50K – $100K | Joint | Jan 20, 2026 | filing ↗ |
| COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | Sell (partial) | $1K – $15K | Joint | Jan 20, 2026 | filing ↗ |
| CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | Sell (partial) | $15K – $50K | Joint | Jan 20, 2026 | filing ↗ |
| NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sell (partial) | $1K – $15K | Joint | Jan 20, 2026 | filing ↗ |
| KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 | Sell (partial) | $50K – $100K | Joint | Jan 20, 2026 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| AMKR Amkor Technology, Inc. - Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| C Citigroup Inc | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| CRS Carpenter Technology Corporation Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| LRN Stride, Inc. Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| MCK McKesson Corporation Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| VSEC VSE Corporation - Common Stock | Buy | $15K – $50K | Self | Jan 5, 2026 | filing ↗ |
| ADBE Adobe Inc. - Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| AMKR Amkor Technology, Inc. - Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| APG APi Group Corporation Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| C Citigroup Inc | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| CRS Carpenter Technology Corporation Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| LRN Stride, Inc. Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| MCK McKesson Corporation Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| VSEC VSE Corporation - Common Stock | Buy | $15K – $50K | Spouse | Jan 5, 2026 | filing ↗ |
| COP ConocoPhillips Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| INTU Intuit Inc. - Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| HD Home Depot, Inc. (The) Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| COST Costco Wholesale Corporation - Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| AMAT Applied Materials, Inc. - Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| HLT Hilton Worldwide Holdings Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| MA Mastercard Incorporated Common Stock | Buy | $50K – $100K | Joint | Dec 29, 2025 | filing ↗ |
| META Meta Platforms, Inc. - Class A Common Stock | Buy | $50K – $100K | Joint | Dec 29, 2025 | filing ↗ |
| AAPL Apple Inc. - Common Stock | Buy | $100K – $250K | Joint | Dec 29, 2025 | filing ↗ |
| CVX Chevron Corporation Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| AXP American Express Company Common Stock | Buy | $1K – $15K | Joint | Dec 29, 2025 | filing ↗ |
| ELV Elevance Health, Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| IQV IQVIA Holdings, Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| CRM Salesforce, Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $100K – $250K | Joint | Dec 29, 2025 | filing ↗ |
| AMZN Amazon.com, Inc. - Common Stock | Buy | $100K – $250K | Joint | Dec 29, 2025 | filing ↗ |
| KO Coca-Cola Company (The) Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| LRCX Lam Research Corporation - Common Stock | Buy | $50K – $100K | Joint | Dec 29, 2025 | filing ↗ |
| GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| MSFT Microsoft Corporation - Common Stock | Buy | $100K – $250K | Joint | Dec 29, 2025 | filing ↗ |
| BSX Boston Scientific Corporation Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| DE Deere & Company Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| ICE Intercontinental Exchange Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| GOOGL Alphabet Inc. - Class A Common Stock | Buy | $100K – $250K | Joint | Dec 29, 2025 | filing ↗ |
| RTX RTX Corporation Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| COF Capital One Financial Corporation Common Stock | Buy | $50K – $100K | Joint | Dec 29, 2025 | filing ↗ |
| JPM JP Morgan Chase & Co. Common Stock | Buy | $50K – $100K | Joint | Dec 29, 2025 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| CAT Caterpillar, Inc. Common Stock | Buy | $15K – $50K | Joint | Dec 29, 2025 | filing ↗ |
| AIT Applied Industrial Technologies, Inc. Common Stock | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| COHR Coherent Corp. Common Stock | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| DELL Dell Technologies Inc. Class C Common Stock | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| GS Goldman Sachs Group, Inc. (The) Common Stock | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| IRM Iron Mountain Inc | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| LRN Stride, Inc. Common Stock | Sell | $1K – $15K | Spouse | Dec 18, 2025 | filing ↗ |
| MTZ MasTec, Inc. Common Stock | Sell | $15K – $50K | Spouse | Dec 18, 2025 | filing ↗ |
| PRMB Primo Brands Corporation Class A Common Stock | Sell | $1K – $15K | Spouse | Dec 18, 2025 | filing ↗ |
| AIT Applied Industrial Technologies, Inc. Common Stock | Sell | $15K – $50K | Self | Dec 18, 2025 | filing ↗ |
| COHR Coherent Corp. - Common Stock | Sell | $15K – $50K | Self | Dec 18, 2025 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd | Sell | $15K – $50K | Self | Dec 18, 2025 | filing ↗ |
| DELL Dell Technologies Inc. Class C Common Stock | Sell | $15K – $50K | Self | Dec 18, 2025 | filing ↗ |
| GS Goldman Sachs Group, Inc. (The) Common Stock | Sell | $15K – $50K | Self | Dec 18, 2025 | filing ↗ |
| IRM Iron Mountain Inc | Sell | $1K – $15K | Self | Dec 18, 2025 | filing ↗ |
| LRN Stride, Inc. Common Stock | Sell | $1K – $15K | Self | Dec 18, 2025 | filing ↗ |
| MTZ MasTec, Inc. Common Stock | Sell | $15K – $50K | Self | Dec 18, 2025 | filing ↗ |
| PRMB Primo Brands Corp | Sell | $1K – $15K | Self | Dec 18, 2025 | filing ↗ |
| PRMB Primo Brands Corporation Class A Common Stock | Sell | $1K – $15K | Joint | Dec 17, 2025 | filing ↗ |
| CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 | Buy | $50K – $100K | Joint | Dec 3, 2025 | filing ↗ |
| PNR Pentair plc. Ordinary Share | Buy | $15K – $50K | Joint | Nov 10, 2025 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Sell | $15K – $50K | Joint | Nov 10, 2025 | filing ↗ |
| CSX CSX Corporation - Common Stock | Sell | $15K – $50K | Joint | Nov 10, 2025 | filing ↗ |
| COF Capital One Financial Corporation Common Stock | Buy | $50K – $100K | Joint | Nov 10, 2025 | filing ↗ |
| TMUS T-Mobile US, Inc. - Common Stock | Sell | $50K – $100K | Joint | Nov 3, 2025 | filing ↗ |
| BRK.B Berkshire Hathaway Cl B | Sell | $15K – $50K | Joint | Nov 3, 2025 | filing ↗ |
| MSFT Microsoft Corp | Buy | $250K – $500K | Joint | Nov 3, 2025 | filing ↗ |
| CMG Chipotle Mexican Grill, Inc. Common Stock | Sell | $15K – $50K | Joint | Nov 3, 2025 | filing ↗ |
| FI Fiserv Inc | Sell | $15K – $50K | Joint | Nov 3, 2025 | filing ↗ |
| IHF iShares U.S. Health Care Providers ETF | Sell | $15K – $50K | Joint | Sep 24, 2025 | filing ↗ |
| TXN Texas Instruments Incorporated - Common Stock | Sell | $15K – $50K | Joint | Sep 24, 2025 | filing ↗ |
| ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $50K – $100K | Joint | Sep 24, 2025 | filing ↗ |
| ACN Accenture Plc | Sell | $15K – $50K | Joint | Sep 24, 2025 | filing ↗ |
| INTU Intuit Inc. - Common Stock | Buy | $15K – $50K | Joint | Sep 24, 2025 | filing ↗ |
| NOW ServiceNow, Inc. Common Stock | Buy | $1K – $15K | Joint | Sep 24, 2025 | filing ↗ |
| UNH Unitedhealth Group Inc | Buy | $15K – $50K | Joint | Sep 24, 2025 | filing ↗ |
| ADBE Adobe Systems Inc | Sell | $15K – $50K | Joint | Sep 24, 2025 | filing ↗ |
| MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 | Buy | $50K – $100K | Joint | Sep 9, 2025 | filing ↗ |
| UNH UnitedHealth Group Incorporated Common Stock (DE) | Sell (partial) | $15K – $50K | Joint | Aug 1, 2025 | filing ↗ |
| Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 | Buy | $50K – $100K | Joint | Jun 18, 2025 | filing ↗ |
| New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 | Sell | $50K – $100K | Joint | Jun 16, 2025 | filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Buy | $50K – $100K | Joint | May 13, 2025 | filing ↗ |
| VLO Valero Energy Corp | Buy | $50K – $100K | Joint | May 13, 2025 | filing ↗ |
| TMO Thermo Fisher Scientific Inc | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| TXN Texas Instruments | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| SPY SPDR S&P 500 | Sell | $500K – $1M | Joint | May 13, 2025 | filing ↗ |
| LRCX Lam Research Corp | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| LHX L3Harris Technologies Inc | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| LPLA Lpl Financial Holdings | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| COP Conocophillips | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| CVX Chevron Corp | Buy | $50K – $100K | Joint | May 13, 2025 | filing ↗ |
| CSX CSX Corp | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| AMAT Applied Materials, Inc. - Common Stock | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| ADBE Adobe Systems Inc | Buy | $15K – $50K | Joint | May 13, 2025 | filing ↗ |
| CSX CSX Corp | Sell | $15K – $50K | Joint | Apr 8, 2025 | filing ↗ |
| AMAT Applied Materials | Sell (partial) | $50K – $100K | Joint | Apr 8, 2025 | filing ↗ |
| ADBE Adobe Systems Inc | Sell | $15K – $50K | Joint | Apr 8, 2025 | filing ↗ |
| LRCX Lam Research Corp | Sell (partial) | $50K – $100K | Joint | Apr 8, 2025 | filing ↗ |
| CVX Chevron Corp | Sell | $15K – $50K | Joint | Apr 8, 2025 | filing ↗ |
| ZTS Zoetis Inc Cl A | Sell | $15K – $50K | Joint | Apr 8, 2025 | filing ↗ |
| VLO Valero Energy Corp | Sell | $50K – $100K | Joint | Apr 8, 2025 | filing ↗ |
| TXN Texas Instruments | Sell | $15K – $50K | Joint | Apr 8, 2025 | filing ↗ |
| TMO Thermo Fisher Scientific Inc | Sell | $50K – $100K | Joint | Apr 8, 2025 | filing ↗ |
| COP Conocophillips | Sell | $15K – $50K | Joint | Apr 8, 2025 | filing ↗ |
| COF Capital One Financial Corp | Buy | $15K – $50K | Joint | Mar 19, 2025 | filing ↗ |
| WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | Buy | $50K – $100K | Joint | Feb 19, 2025 | filing ↗ |
| METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | Buy | $50K – $100K | Joint | Feb 19, 2025 | filing ↗ |
| UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | Buy | $50K – $100K | Joint | Feb 19, 2025 | filing ↗ |
| BRK Bershire Hathaway Cdr [Cad Hedged] | Sell (partial) | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| PM Philip Morris International Inc | Buy | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| HON Honeywell International Inc | Sell | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| DHR Danaher Corp | Sell | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| AMZN Amazon.com Inc | Buy | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| MSFT Microsoft Corp | Buy | $50K – $100K | Joint | Feb 13, 2025 | filing ↗ |
| AMD Adv Micro Devices | Sell | $50K – $100K | Joint | Feb 13, 2025 | filing ↗ |
| TJX TJX Companies | Buy | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| IQV Iqvia Holdings Inc | Buy | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| ACN Accenture Plc | Buy | $50K – $100K | Joint | Feb 13, 2025 | filing ↗ |
| LPLA Lpl Financial Holdings | Buy | $50K – $100K | Joint | Feb 13, 2025 | filing ↗ |
| STZ Constellation Brands Inc | Sell (partial) | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| LHX L3Harris Technologies Inc | Buy | $15K – $50K | Joint | Feb 13, 2025 | filing ↗ |
| VAW Materials ETF Vanguard | Sell | $100K – $250K | Joint | Feb 13, 2025 | filing ↗ |
| AIT Applied Industrial Technologies | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| COHR Coherent Corp | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| DELL Dell Technologies Inc | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| GS Goldman Sachs Group | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| IRM Iron Mountain Inc | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| LRN Stride Inc | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| MTZ Mastec Inc | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| PRMB Primo Water Corp | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| WAB Wabtec Corp | Buy | $1K – $15K | Joint | Feb 3, 2025 | filing ↗ |
| EZU Eurozone Ishares MSCI ETF | Sell (partial) | $15K – $50K | Joint | Jan 8, 2025 | filing ↗ |
| IEFA iShares Core MSCI EAFE ETF | Sell (partial) | $15K – $50K | Joint | Jan 8, 2025 | filing ↗ |
| ABT Abbott Laboratories | Sell | $1K – $15K | Joint | Jan 8, 2025 | filing ↗ |
| VANGUARD INDEX FDS VANGUARD MID-CAP ETF | Sell (partial) | $15K – $50K | Joint | Jan 8, 2025 | filing ↗ |
| NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sell (partial) | $50K – $100K | Joint | Jan 8, 2025 | filing ↗ |
| SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sell (partial) | $15K – $50K | Joint | Jan 8, 2025 | filing ↗ |
| AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sell (partial) | $50K – $100K | Joint | Jan 8, 2025 | filing ↗ |
| NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | Sell (partial) | $15K – $50K | Joint | Jan 8, 2025 | filing ↗ |
| FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sell (partial) | $50K – $100K | Joint | Jan 8, 2025 | filing ↗ |
| COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sell (partial) | $15K – $50K | Joint | Jan 8, 2025 | filing ↗ |
| MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sell (partial) | $50K – $100K | Joint | Jan 8, 2025 | filing ↗ |
| KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | Sell | $1K – $15K | Joint | Jan 8, 2025 | filing ↗ |
| AIT Applied Industrial Technologies, Inc. Common Stock | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| COHR Coherent Corp | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| DELL Dell Technologies Inc. Class C Common Stock | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| GS Goldman Sachs Group | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| IRM Iron Mountain Inc | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| LRN Stride Inc | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| MTZ Mastec Inc | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| PRMB Primo Brands Corporation Cl A | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| WAB Wabtec Corp | Buy | $15K – $50K | Self | Jan 2, 2025 | filing ↗ |
| AIT Applied Industrial Technologies, Inc. Common Stock | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| COHR Coherent Corp | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| CRDO Credo Technology Group Holding Ltd | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| DELL Dell Technologies Inc. Class C Common Stock | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| GS Goldman Sachs Group | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| IRM Iron Mountain Inc | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| LRN Stride Inc | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| MTZ Mastec Inc | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| PRMB Primo Brands Corporation Cl A | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| WAB Wabtec Corp | Buy | $15K – $50K | Spouse | Jan 2, 2025 | filing ↗ |
| Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 | Sell | $50K – $100K | Joint | Dec 27, 2024 | filing ↗ |
| IEMG iShares Core MSCI Emerging Markets ETF | Buy | $50K – $100K | Joint | Dec 26, 2024 | filing ↗ |
| PDBC Invesco Optimum Yield Diversified Commodity Strate | Sell | $250K – $500K | Joint | Dec 26, 2024 | filing ↗ |
| GICIX Goldman Sachs Intl Small Cap Insights Fd Inst | Buy | $50K – $100K | Joint | Dec 26, 2024 | filing ↗ |
| CFSSX Column Small Cap Select Fund | Buy | $100K – $250K | Joint | Dec 26, 2024 | filing ↗ |
| PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 | Buy | $250K – $500K | Joint | Dec 26, 2024 | filing ↗ |
| VNQ Vanguard Real Estate ETF | Buy | $1K – $15K | Joint | Dec 26, 2024 | filing ↗ |
| LLY Eli Lilly and Company Common Stock | Buy | $50K – $100K | Joint | Dec 11, 2024 | 199d late filing ↗ |
| PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 | Sell (partial) | $15K – $50K | Joint | Nov 12, 2024 | 228d late filing ↗ |
| PDBC Invesco Optimum Yield Diversified Commodity Strate | Buy | $15K – $50K | Joint | Nov 12, 2024 | 228d late filing ↗ |
| Pimco Commodities Plus Strategy Fund Class | Sell (partial) | $250K – $500K | Joint | Oct 29, 2024 | 242d late filing ↗ |
| PDBC Invesco Optimum Yield Diversified Commodity Strate | Buy | $250K – $500K | Joint | Oct 29, 2024 | 242d late filing ↗ |
| Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 | Sell | $50K – $100K | Joint | Oct 1, 2024 | 270d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell | $15K – $50K | Self | Jul 24, 2024 | 339d late filing ↗ |
| Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29 | Sell | $50K – $100K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 | Sell | $15K – $50K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 | Sell | $50K – $100K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Sell | $15K – $50K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 | Sell | $50K – $100K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 | Sell | $15K – $50K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 | Sell | $15K – $50K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 | Sell | $100K – $250K | Self | Jul 23, 2024 | 340d late filing ↗ |
| Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 | Sell | $15K – $50K | Self | Jul 23, 2024 | 340d late filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Sell (partial) | $1K – $15K | Spouse | Apr 3, 2024 | 451d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $15K – $50K | Self | Mar 11, 2024 | 474d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $50K – $100K | Self | Feb 9, 2024 | 505d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $50K – $100K | Self | Feb 7, 2024 | 507d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $100K – $250K | Self | Jan 29, 2024 | 516d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $50K – $100K | Self | Jan 22, 2024 | 523d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $50K – $100K | Self | Jan 19, 2024 | 526d late filing ↗ |
| KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028 | Sell (partial) | $50K – $100K | Joint | Jan 18, 2024 | 527d late filing ↗ |
| AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024 | Sell | $15K – $50K | Joint | Jan 18, 2024 | 527d late filing ↗ |
| CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024 | Sell | $50K – $100K | Joint | Jan 18, 2024 | 527d late filing ↗ |
| JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024 | Sell | $50K – $100K | Joint | Jan 18, 2024 | 527d late filing ↗ |
| OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025 | Buy | $50K – $100K | Joint | Jan 10, 2024 | 535d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sell (partial) | $50K – $100K | Self | Jan 10, 2024 | 535d late filing ↗ |
| AXON Axon Enterprise Inc | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| BMI Badger Meter, Inc. Common Stock | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| CYBR CyberArk Software Ltd. - Ordinary Shares | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| ELF E.L.F. Beauty Inc | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| ETN Eaton Corp | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| FRPT Freshpet, Inc. - Common Stock | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| SFM Sprouts Farmers Market | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| ZTS Zoetis Inc Cl A | Buy | $1K – $15K | Self | Jan 4, 2024 | 541d late filing ↗ |
| AXON Axon Enterprise Inc | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| BMI Badger Meter, Inc. Common Stock | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| CYBR CyberArk Software Ltd. - Ordinary Shares | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| ELF E.L.F. Beauty Inc | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| ETN Eaton Corp | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| FRPT Freshpet, Inc. - Common Stock | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| SFM Sprouts Farmers Market, Inc. - Common Stock | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| ZTS Zoetis Inc. Class A Common Stock | Buy | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| CELH Celsius Holdings, Inc. - Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| CTVA Corteva, Inc. Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| EXLS ExlService Holdings, Inc. - Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| FN Fabrinet | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| FCFS FirstCash Holdings, Inc. - Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| HUBB Hubbell Inc Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| INST Instructure Holdings, Inc. Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| PODD Insulet Corporation - Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| SHOP Shopify Inc | Sell | $1K – $15K | Spouse | Jan 4, 2024 | 541d late filing ↗ |
| Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027 | Buy | $100K – $250K | Joint | Jan 3, 2024 | 542d late filing ↗ |
| NVDA NVIDIA Corporation - Common Stock | Buy | $15K – $50K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| LRCX Lam Research Corp | Buy | $15K – $50K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| META Meta Platforms Inc | Buy | $15K – $50K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| AMAT Applied Materials, Inc. - Common Stock | Buy | $15K – $50K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| AAPL Apple Inc. - Common Stock | Buy | $50K – $100K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| AMD Advanced Micro Devices, Inc. - Common Stock | Buy | $15K – $50K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| ADBE Adobe Systems Inc | Buy | $15K – $50K | Joint | Jan 2, 2024 | 543d late filing ↗ |
| CELH Celsius Holdings Inc | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| CTVA Corteva Inc | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| EXLS ExlService Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| FCFS FirstCash Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| FN Fabrinet | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| HUBB Hubbell Inc Common Stock | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| INST Instructure Holdings Inc | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| PODD Insulet Corp | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| SHOP Shopify Inc | Sell (partial) | $1K – $15K | Self | Dec 22, 2023 | 554d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31 | Buy | $250K – $500K | Self | Nov 29, 2023 | 564d late filing ↗ |
| Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Buy | $15K – $50K | Self | Oct 30, 2023 | 594d late filing ↗ |
| Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31 | Sell (partial) | $50K – $100K | Self | Oct 23, 2023 | 601d late filing ↗ |
| FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 908d late filing ↗ |
| PYPL PayPal Holdings, Inc. - Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 908d late filing ↗ |
| SHOP Shopify Inc | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 908d late filing ↗ |
| CELH Celsius Holdings Inc | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
| CTVA Corteva, Inc. Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
| EXLS ExlService Holdings, Inc. - Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
| FN Fabrinet | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
| HUBB Hubbell Inc Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
| INST Instructure Holdings, Inc. Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
| PODD Insulet Corporation - Common Stock | Buy | $1K – $15K | Spouse | Jan 3, 2023 | 894d late filing ↗ |
Asset holdings
Nominee 278 (03/17/2026) · filed Mar 17, 2026| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 255 | $108.1M |
| Employment assets | 15 | $398K |
| Spouse's assets | 14 | $365.5K |
All positions
271 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Cattle Ranch, Westville, OK | Other assets | — | $5M – $25M | — |
| COP Hometown Parent Inc. | Other assets | — | $5M – $25M | — |
| Note Receivable from Xtreme Boat & RV LLC | Other assets | — | $1M – $5M | Interest · $100K – $1M |
| Commercial real estate, Broken Arrow, OK | Other assets | — | $1M – $5M | Rent or Royalties · $100K – $1M |
| Commercial real estate, Moore, OK | Other assets | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential real estate, Washington, DC | Other assets | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential real estate, Bixby, OK | Other assets | — | $1M – $5M | Rent or Royalties · $100K – $1M |
| SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT MDY | Other assets | — | $1M – $5M | $5K – $15K |
| Fidelity Advisor Focus Emerging Markets Fund Class I FIMKX | Other assets | — | $1M – $5M | $15K – $50K |
| Ishares Inc Msci Eurozone ETF EZU | Other assets | — | $1M – $5M | $15K – $50K |
| American Growth Fund Of America Class F2 GFFFX | Other assets | — | $1M – $5M | $100K – $1M |
| Goldman Sachs International Small-cap Insights Fund Institutional Class GICIX | Other assets | — | $1M – $5M | $100K – $1M |
| Vanguard Index FDS Vanguard Small-cap ETF VB | Other assets | — | $1M – $5M | $15K – $50K |
| Vanguard Intl Equity Index FDS Ftse Emerging MKTS ETF VWO | Other assets | — | $1M – $5M | $50K – $100K |
| T. Rowe Price Blue Chip Growth Fund TRBCX | Other assets | — | $1M – $5M | $100K – $1M |
| Vanguard Index FDS Vanguard MID- Cap ETF VO | Other assets | — | $1M – $5M | $15K – $50K |
| Ishares TR Core Msci Eafe ETF IEFA | Other assets | — | $1M – $5M | $100K – $1M |
| Northwestern Mutual, whole life | Other assets | — | $1M – $5M | — |
| Provident Trust Group, whole life | Other assets | — | $1M – $5M | — |
| Apres Spectrum LLC (Wastewater Treatment and Water Testing) | Other assets | — | $1M – $5M | business income and interest · $89.5K |
| Northwestern Mutual, whole life | Other assets | — | $1M – $5M | — |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | Other assets | — | $500K – $1M | $15K – $50K |
| Undeveloped land, Versailles, MO | Other assets | — | $500K – $1M | — |
| Residential Rental Property, Pryor, OK | Other assets | — | $500K – $1M | Rent or Royalties · $50K – $100K |
| Microsoft Corp Com MSFT | Other assets | — | $500K – $1M | Dividends · $2.5K – $5K |
| Invesco Actively Managed Exchange-traded Commodity FD Optimum Divsf Commodity Strategy NO K1 ETF PDBC | Other assets | — | $500K – $1M | $15K – $50K |
| Cohen & Steers Real Estate Securities Fund Class I CSDIX | Other assets | — | $500K – $1M | $15K – $50K |
| Botanic Tonics LLC (wellness tonics) | Other assets | — | $500K – $1M | — |
| Undeveloped land, Broken Arrow, OK | Other assets | — | $250K – $500K | — |
| Undeveloped land, Westville, OK | Other assets | — | $250K – $500K | — |
| Land Held for Investment, Broken Arrow, OK | Other assets | — | $250K – $500K | — |
| Land Held for Investment, Pryor, OK | Other assets | — | $250K – $500K | — |
| Alphabet Inc CL A GOOGL | Other assets | — | $250K – $500K | Dividends · $201 – $1K |
| Amazon Com Inc Com AMZN | Other assets | — | $250K – $500K | — |
| Apple Inc Com AAPL | Other assets | — | $250K – $500K | Dividends · $1K – $2.5K |
| Kla Corp Com KLAC | Other assets | — | $250K – $500K | Dividends · $1K – $2.5K |
| Meta Platforms Inc. Class A Common Stock META | Other assets | — | $250K – $500K | Dividends · $201 – $1K |
| Nvidia Corp Com NVDA | Other assets | — | $250K – $500K | — |
| Schwab Strategic TR US REIT ETF SCHH | Other assets | — | $250K – $500K | $5K – $15K |
| Vanguard Index FDS Real Estate Index FD ETF ( VNQ | Other assets | — | $250K – $500K | $15K – $50K |
| Provident Trust Group, whole life | Other assets | — | $250K – $500K | — |
| State Street SPDR S&P 500 ETF SPY | Other assets | — | $100K – $250K | $1K – $2.5K |
| Humphreys Fund I REIT | Other assets | — | $100K – $250K | $5K – $15K |
| Commercial real estate, Broken Arrow, OK | Other assets | — | $100K – $250K | Rent or Royalties · $50K – $100K |
| Commercial real estate, Oklahoma City, OK | Other assets | — | $100K – $250K | Rent or Royalties · $15K – $50K |
| Residential real estate, Westville, OK | Other assets | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Undeveloped land, Westville, OK | Other assets | — | $100K – $250K | — |
| Undeveloped land, Westville, OK | Other assets | — | $100K – $250K | — |
| Residential real estate, Broken Arrow, OK | Other assets | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Residential real estate, Westville, OK | Other assets | — | $100K – $250K | Rent or Royalties · $2.5K – $5K |
| Residential real estate, Moore, OK | Other assets | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Residential real estate, Norman, OK | Other assets | — | $100K – $250K | — |
| Residential real estate, Oklahoma City, OK | Other assets | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Residential real estate, Inola, OK | Other assets | — | $100K – $250K | Rent or Royalties · $5K – $15K |
| Undeveloped land, Wanette, OK | Other assets | — | $100K – $250K | — |
| Undeveloped land, Byars, OK | Other assets | — | $100K – $250K | — |
| Land Held for Investment, Coweta, OK | Other assets | — | $100K – $250K | — |
| Land Held for Investment, Sand Springs, OK | Other assets | — | $100K – $250K | — |
| Applied Matls Inc Com AMAT | Other assets | — | $100K – $250K | Dividends · $201 – $1K |
| Capital One Finl Corp Com COF | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Caterpillar Inc Com CAT | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Chevron Corp New Com CVX | Other assets | — | $100K – $250K | Dividends · $2.5K – $5K |
| Costco WHSL Corp New Com COST | Other assets | — | $100K – $250K | Dividends · $201 – $1K |
| Goldman Sachs Group Inc Com GS | Other assets | — | $100K – $250K | Dividends · $2.5K – $5K |
| Hilton Worldwide HLDGS Inc Com New HLT | Other assets | — | $100K – $250K | Dividends · $201 – $1K |
| Ishares TR Core S&P Small-cap ETF IJR | Other assets | — | $100K – $250K | $1K – $2.5K |
| Jpmorgan Chase & Co Com JPM | Other assets | — | $100K – $250K | Dividends · $2.5K – $5K |
| L3HARRIS Technologies Inc Com LHX | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Lam Resh Corp Com New LRCX | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Lilly Eli & Co Com LLY | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Mastercard Inc CL A MA | Other assets | — | $100K – $250K | Dividends · $201 – $1K |
| Northwestern Mutual Fdic Insured Program NMFD | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| RTX Corp Com RTX | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Valero Energy Corp New Com VLO | Other assets | — | $100K – $250K | Dividends · $2.5K – $5K |
| U.S. bank (cash account) | Other assets | — | $100K – $250K | Interest · $1K – $2.5K |
| HistoSonics, Inc. (healthcare technology) | Other assets | — | $100K – $250K | — |
| Carpenter Technology Corp. CRS | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Firstcash Holdings Inc. FCFS | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| McKesson Corp. MCK | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| VSE Corp. VSEC | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD | Other assets | — | $50K – $100K | $1K – $2.5K |
| Commercial real estate, Broken Arrow, OK | Other assets | — | $50K – $100K | Rent or Royalties · $2.5K – $5K |
| Residential real estate, Westville, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Westville, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Westville, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Undeveloped land, Stillwell, OK | Other assets | — | $50K – $100K | — |
| Undeveloped land, Westville, OK | Other assets | — | $50K – $100K | — |
| Residential real estate, Norman, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Oklahoma City, OK | Other assets | — | $50K – $100K | Rent or Royalties · $5K – $15K |
| American Express Co Com AXP | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Blackrock Inc New Com BLK | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Boston Scientific Corp Com BSX | Other assets | — | $50K – $100K | — |
| Coca Cola Co Com KO | Other assets | — | $50K – $100K | Dividends · $2.5K – $5K |
| Conocophillips Com COP | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Deere & Co Com DE | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Elevance Health Inc. Common Stock ELV | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Emerson Elec Co Com EMR | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Home Depot Inc Com HD | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Intercontinental Exchange Inc Com ICE | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Intuitive Surgical Inc Com New ISRG | Other assets | — | $50K – $100K | — |
| Iqvia HLDGS Inc Com IQV | Other assets | — | $50K – $100K | — |
| LPL Finl HLDGS Inc Com LPLA | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Palo Alto Networks Inc Com PANW | Other assets | — | $50K – $100K | — |
| Parker-hannifin Corp Com PH | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| S&P Global Inc Com SPGI | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Salesforce Inc Com CRM | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Sherwin-williams Co Com SHW | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| TJX Cos Inc New Com TJX | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Union Pac Corp Com UNP | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Unitedhealth Group Inc Com UNH | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Vanguard Intl FD Ftse Developed MKTS ETF VEA | Other assets | — | $50K – $100K | $2.5K – $5K |
| Vanguard World FDS Vanguard Utils ETF VPU | Other assets | — | $50K – $100K | $5K – $15K |
| Visa Inc Com CL A V | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| First Trust Cap Strength Oppty 38 SA RE | Employment assets | Self | $15K – $50K | — |
| First Trust Target Dividend Double Play, 3rd Qtr 2025 FUTJKX | Employment assets | Self | $15K – $50K | — |
| Adobe, Inc. ADBE | Employment assets | Self | $15K – $50K | — |
| Amkor Technology, Inc. AMKR | Employment assets | Self | $15K – $50K | — |
| APi Group Corporation Common Stock APG | Employment assets | Self | $15K – $50K | — |
| Citigroup, Inc. C | Employment assets | Self | $15K – $50K | — |
| Carpenter Technology Corp. CRS | Employment assets | Self | $15K – $50K | — |
| Firstcash Holdings Inc FCFS | Employment assets | Self | $15K – $50K | — |
| Stride Inc LRN | Employment assets | Self | $15K – $50K | — |
| McKesson Corp. MCK | Employment assets | Self | $15K – $50K | — |
| Monolithic Power Systems, Inc. MPWR | Employment assets | Self | $15K – $50K | — |
| VSE Corp. VSEC | Employment assets | Self | $15K – $50K | — |
| First Trust Target Dividend Double Play, 3rd Qtr. 2025 FUTJKX | Spouse's assets | Spouse | $15K – $50K | — |
| Adobe, Inc. ADBE | Spouse's assets | Spouse | $15K – $50K | — |
| Amkor Technology, Inc. AMKR | Spouse's assets | Spouse | $15K – $50K | — |
| APi Group Corporation Common Stock APG | Spouse's assets | Spouse | $15K – $50K | — |
| Citigroup, Inc. C | Spouse's assets | Spouse | $15K – $50K | — |
| Carpenter Technology Corp. CRS | Spouse's assets | Spouse | $15K – $50K | — |
| Firstcash Holdings Inc FCFS | Spouse's assets | Spouse | $15K – $50K | — |
| Stride Inc LRN | Spouse's assets | Spouse | $15K – $50K | — |
| McKesson Corp. MCK | Spouse's assets | Spouse | $15K – $50K | — |
| Monolithic Power Systems, Inc. MPWR | Spouse's assets | Spouse | $15K – $50K | — |
| VSE Corp. VSEC | Spouse's assets | Spouse | $15K – $50K | — |
| First Trust American Strength 14 SA RE | Other assets | — | $15K – $50K | $2.5K – $5K |
| First Trust American Strength 14 SA RE | Other assets | — | $15K – $50K | $2.5K – $5K |
| First Trust American Strength 14 SA RE | Other assets | — | $15K – $50K | $2.5K – $5K |
| First Trust American Strength 14 SA RE | Other assets | — | $15K – $50K | $2.5K – $5K |
| Motley Fool 100 Index ETF TMFC | Other assets | — | $15K – $50K | $2.5K – $5K |
| First Trust American Strength 14 SA RE | Other assets | — | $15K – $50K | $2.5K – $5K |
| First Trust American Strength 14 SA RE | Other assets | — | $15K – $50K | $2.5K – $5K |
| Adobe, Inc. ADBE | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Amkor Technology, Inc. AMKR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| APi Group Corporation Common Stock APG | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Citigroup, Inc. C | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Stride Inc LRN | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Monolithic Power Systems, Inc. MPWR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| ONEOK, Inc. OKE | Other assets | — | $15K – $50K | Dividends · $5K – $15K |
| State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM | Other assets | — | $15K – $50K | $201 – $1K |
| U.S. brokerage (cash account) | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Cavanal Hill Government Securities Money Market Fund Select Class Shares APSXX | Other assets | — | $15K – $50K | $1K – $2.5K |
| Undeveloped land, Westville, OK | Other assets | — | $15K – $50K | — |
| Undeveloped land, Westville, OK | Other assets | — | $15K – $50K | — |
| Undeveloped land, Westville, OK | Other assets | — | $15K – $50K | — |
| Residential real estate, Oklahoma City, OK | Other assets | — | $15K – $50K | Rent or Royalties · $5K – $15K |
| Pentair PLC SHS ISIN#IE00BLS09M33 PNR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Philip Morris Intl Inc Com PM | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Procter & Gamble Co Com PG | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Servicenow Inc Com NOW | Other assets | — | $15K – $50K | — |
| Thermo Fisher Scientific Inc Com TMO | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Alamogordo N Mex Mun SCH Dist NO 001 GO BDS 2023 A 5.000% 08/01/27 B/E DTD 10/19/23 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Clear Creek Tex Indpt SCH Dist Unltd Tax Ref BDS 2023 5.000% 02/15/38 B/E DTD 11/15/23 | Other assets | — | $15K – $50K | Capital Gains Interest · $5K – $15K |
| Cook CNTY Ill CMNTY Cons SCH Dist NO 015 Palatine GO BDS 2023A 5.250% 12/15/39 B/E DTD 11/02/23 | Other assets | — | $15K – $50K | Capital Gains Interest · $2.5K – $5K |
| Corsicana Tex Combination Tax And Rev CTFS Oblig 2025 4.000% 02/15/42 B/E DTD 11/25/25 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Florida St Dept Gen SVCS Div Facs MGMT Rev Pool Rev Ref BDS 2017A 4.000% 09/01/30 B/E DTD 08/24/17 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Fort Smith Ark WTR & SWR Rev Ref Constr BDS 2018 5.000% 10/01/32 B/E DTD 09/13/18 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Ips Multi-sch BLDG Corp Ind Unltd AD Valorem PPTY Tax First MTG BDS 2023 5.000% 07/15/38 B/E DTD 10/04/23 | Other assets | — | $15K – $50K | Capital Gains Interest · $5K – $15K |
| Kentucky St PPTY & BLDGS Commn Revs BDS Proj NO.112 B 5.000% 11/01/27 B/E DTD 03/23/16 | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| Massachusetts St Dev Fin Agy Rev BDS Tufts Medicine Inc 2020 C 5.000% 10/01/31 B/E DTD 07/16/20 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Metropolitan Transn Auth N Y Dedicated Tax FD Green FD BDS B-1 Green Bond 5.000% 11/15/36 B/E DTD 05/26/16 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Seattle Wash Drain & Wastewater Rev Ref Rev BDS 2014 4.000% 05/01/39 B/E DTD 07/10/14 | Other assets | — | $15K – $50K | Capital Gains Interest · $201 – $1K |
| University Houston Tex Univ Revs Consolidated Rev And Ref BDS 2017 A 5.000% 02/15/33 B/E DTD 02/01/17 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| West Palm Beach Fla CMNTY Redev Agy Tax Increment Rev Ref BDS City CTR CMNTY 5.000% 03/01/33 B/E DTD 07/23/19 | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Dreyfus Government Cash Management Wealth Shares Fund DGQXX | Other assets | — | $15K – $50K | — |
| U.S brokerage (cash account) | Employment assets | Self | $1K – $15K | — |
| U.S. brokerage (cash account) | Spouse's assets | Spouse | $1K – $15K | — |
| Undeveloped land, Westville, OK | Other assets | — | $1K – $15K | — |
| Vanguard Intl Equity Index FDS Ftse Emerging MKTS ETF VWO | Other assets | — | $1K – $15K | $201 – $1K |
| Vanguard Index FDS Vanguard MID- Cap ETF VO | Other assets | — | $1K – $15K | — |
| Vanguard Index FDS Vanguard Value ETF VTV | Other assets | — | $1K – $15K | — |
| Principal Real Estate Securities Fund Institutional Class PIREX | Other assets | — | $1K – $15K | — |
| Northwestern Mutual Fdic Insured Program NMFD | Other assets | — | $1K – $15K | — |
| Ishares Inc Msci Eurozone ETF EZU | Other assets | — | $1K – $15K | — |
| Columbia Overseas Value Fund Institutional Class COSZX | Other assets | — | $1K – $15K | $201 – $1K |
| Pimco Commodities Plus Strategy Fund Class I2 PCLPX | Other assets | — | $1K – $15K | — |
| Goldman Sachs International Small-cap Insights Fund Institutional Class GICIX | Other assets | — | $1K – $15K | — |
| Invesco QQQ TR Unit Ser 1 QQQ | Other assets | — | $1K – $15K | $201 – $1K |
| Ishares TR Msci USA Value Factor ETF VLUE | Other assets | — | $1K – $15K | — |
| Fidelity Advisor Focus Emerging Markets Fund Class I FIMKX | Other assets | — | $1K – $15K | $201 – $1K |
| Invesco Small-cap Value Fund Class Y VSMIX | Other assets | — | $1K – $15K | $201 – $1K |
| SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT MDY | Other assets | — | $1K – $15K | — |
| Nuveen Limited-term Municipal Bond Fund Class I FLTRX | Other assets | — | $1K – $15K | — |
| Invesco Exchange-traded FD TR S&P 500 Equal Weight ETF RSP | Other assets | — | $1K – $15K | — |
| Ishares TR 20+ YR Treas BD ETF TLT | Other assets | — | $1K – $15K | — |
| Ishares TR Core Msci Eafe ETF IEFA | Other assets | — | $1K – $15K | — |
| Blackrock Strategic Municipal Opportunities Fund Institutional Class MAMTX | Other assets | — | $1K – $15K | $201 – $1K |
| Fidelity Advisor Intermediate Municipal Income Fund Class I FZIIX | Other assets | — | $1K – $15K | — |
| Ishares TR Core S&P 500 ETF IVV | Other assets | — | $1K – $15K | — |
| Vanguard Mun BD FDS Tax-exempt BD Index FD ETF VTEB | Other assets | — | $1K – $15K | $201 – $1K |
| Northwestern Mutual Fdic Insured Program | Other assets | — | $1K – $15K | — |
| Salem N H GO BDS 4.000% 10/01/36 B/E DTD 10/01/24 | Other assets | — | $1K – $15K | Interest · $1K – $2.5K |
| Austin Tex CTFS Oblig 2023 5.000% 09/01/38 B/E DTD 10/10/23 | Other assets | — | $1K – $15K | Capital Gains Interest · $2.5K – $5K |
| Fort Lauderdale Fla WTR & SWR Rev BDS Prospect Lake WTR Treatment 2023 B 5.000% 09/01/38 B/E DTD 10/19/23 | Other assets | — | $1K – $15K | Capital Gains Interest · $5K – $15K |
| Macomb Inter SCH Dist Mich Unltd Tax GO BLDG Site BDS 2023 5.000% 05/01/38 B/E DTD 10/17/23 | Other assets | — | $1K – $15K | Capital Gains Interest · $2.5K – $5K |
| Nevada St LTD Tax GO Cap Impt BDS 2023A 5.000% 05/01/38 B/E DTD 11/01/23 | Other assets | — | $1K – $15K | Capital Gains Interest · $5K – $15K |
| First Trust S&P Div Arst TGT 25 3Q24 MO FE RS | Other assets | — | Under $1K | $2.5K – $5K |
| First Trust Cap Strength Oppty 34 SA FE RE | Other assets | — | Under $1K | $5K – $15K |
| Applied Industrial Tech Inc AIT | Other assets | — | Under $1K | Capital Gains · $1K – $2.5K |
| Coherent, Inc. COHR | Other assets | — | Under $1K | Capital Gains · $15K – $50K |
| Credo Technology Group Holding Ltd Ordinary Shares CRDO | Other assets | — | Under $1K | Capital Gains · $5K – $15K |
| Dell Technologies Inc CL C DELL | Other assets | — | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| Goldman Sachs Group Inc GS | Other assets | — | Under $1K | Capital Gains · $5K – $15K |
| Ishares Russell 1000 ETF IWB | Other assets | — | Under $1K | $201 – $1K |
| Mastec Inc MTZ | Other assets | — | Under $1K | Capital Gains · $5K – $15K |
| JPMorgan Liquid Asset MMKT Fund Premier | Other assets | — | Under $1K | $5K – $15K |
| Iron Mountain Inc IRM | Other assets | — | Under $1K | Dividends · $201 – $1K |
| Dodge & Cox International Stock Fund DODFX | Other assets | — | Under $1K | $201 – $1K |
| Dodge & Cox Stock Fund DODGX | Other assets | — | Under $1K | $201 – $1K |
| iShares Russell 1000 ETF IWB | Other assets | — | Under $1K | $1K – $2.5K |
| John Hancock Multifactor Mid Cap ETF JHMM | Other assets | — | Under $1K | $201 – $1K |
| New World Fund, Inc Class F2 Shares NFFFX | Other assets | — | Under $1K | $201 – $1K |
| PIMCO Income Fund Class I-2 Shares PONPX | Other assets | — | Under $1K | $201 – $1K |
| Schwab International Equity ETF SCHF | Other assets | — | Under $1K | $201 – $1K |
| VanEck Funds CM Commodity Index Fund Class Y Shares CMCYX | Other assets | — | Under $1K | $201 – $1K |
| Victory Market Neutral Income Fund Class I Shares CBHIX | Other assets | — | Under $1K | $201 – $1K |
| Accenture Plc ACN | Other assets | — | Under $1K | Dividends · $201 – $1K |
| CSX Corp. CSX | Other assets | — | Under $1K | Capital Gains Dividends · $5K – $15K |
| iShares US Healthcare Providers ETF IHF | Other assets | — | Under $1K | $2.5K – $5K |
| PIMCO CommoditiesPLUS Strategy Fund Class I-2 Shares PCLPX | Other assets | — | Under $1K | $5K – $15K |
| SPDR S&P 500 ETF Trust SPY | Other assets | — | Under $1K | $50K – $100K |
| Texas Instruments Incorporated TXN | Other assets | — | Under $1K | Dividends · $201 – $1K |
| Zoetis, Inc. ZTS | Other assets | — | Under $1K | Dividends · $201 – $1K |
| Abbott Laboratories ABT | Other assets | — | Under $1K | Capital Gains · $1K – $2.5K |
| Berkshire Hathaway Inc. BRKB | Other assets | — | Under $1K | Capital Gains · $5K – $15K |
| Honeywell International, Inc. HON | Other assets | — | Under $1K | Capital Gains · $2.5K – $5K |
| iShares Russell 1000 ETF IWB | Other assets | — | Under $1K | $100K – $1M |
| T-Mobile US, Inc. TMUS | Other assets | — | Under $1K | Capital Gains Dividends · $15K – $50K |
| iShares Core S&P Small-Cap ETF IJR | Other assets | — | Under $1K | $2.5K – $5K |
| PepsiCo, Inc. PEP | Other assets | — | Under $1K | Dividends · $201 – $1K |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Rev Bds | Other assets | — | Under $1K | Capital Gains Interest · $201 – $1K |
| Northern Ill Mun Pwr Proj Rev Re V Ref BDS Prairie St | Other assets | — | Under $1K | Interest · $2.5K – $5K |
| Upton Cnty Tex Tax N TS 2023 | Other assets | — | Under $1K | Interest · $1K – $2.5K |
| Waxahachie Tex Indpt Sch Dist Ultd Tax Ref BDS 2015 | Other assets | — | Under $1K | Capital Gains Interest · $2.5K – $5K |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Rev Bds | Other assets | — | Under $1K | Interest · $201 – $1K |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Rev Bds | Other assets | — | Under $1K | Interest · $1K – $2.5K |
| AutoZone, Inc. AZO | Other assets | — | Under $1K | Capital Gains · $15K – $50K |
| Roth IRA | Employment assets | Self | — | — |
| Rollover IRA | Employment assets | Self | — | — |
| Roth IRA | Spouse's assets | Spouse | — | — |
| Rollover IRA | Spouse's assets | Spouse | — | — |
| Brokerage Account × 9 | Other assets | — | $0 est. | — |
| Mullin Properties LLC | Other assets | — | — | — |
| Mullin Realty LLC | Other assets | — | — | — |
| Mullin Ranch LLC | Other assets | — | — | — |
| Mullin Family Holdco LLC | Other assets | — | — | — |
| HomeTown Services (HVAC, plumbing, electrical repair and replacement) | Other assets | — | — | — |
| Mullin Properties West Division LLC | Other assets | — | — | — |
| TC4 Investments LLC | Other assets | — | — | — |
| Mullin Family Investments LLC | Other assets | — | — | — |
| K5 HS Holdco LLC | Other assets | — | — | — |
| Allotment Services LLC | Other assets | — | — | — |
| Family Trust - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 × 6 | Other assets | — | $0 est. | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.