—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
latest 100 of 415| 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 ↗ |
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 |
Other assets
255 positions, as filed · back to all 284| Asset | Value | Income |
|---|---|---|
| Brokerage Account #1 | — | — |
| First Trust American Strength 14 SA RE | $15K – $50K | $2.5K – $5K |
| Brokerage Account #2 | — | — |
| First Trust American Strength 14 SA RE | $15K – $50K | $2.5K – $5K |
| Brokerage Account #3 | — | — |
| First Trust American Strength 14 SA RE | $15K – $50K | $2.5K – $5K |
| Brokerage Account #4 | — | — |
| First Trust American Strength 14 SA RE | $15K – $50K | $2.5K – $5K |
| Motley Fool 100 Index ETF TMFC | $15K – $50K | $2.5K – $5K |
| Brokerage Account #5 | — | — |
| First Trust American Strength 14 SA RE | $15K – $50K | $2.5K – $5K |
| Brokerage Account #6 | — | — |
| First Trust American Strength 14 SA RE | $15K – $50K | $2.5K – $5K |
| Brokerage Account #7 | — | — |
| Adobe, Inc. ADBE | $15K – $50K | Dividends · $201 – $1K |
| Amkor Technology, Inc. AMKR | $15K – $50K | Dividends · $201 – $1K |
| APi Group Corporation Common Stock APG | $15K – $50K | Dividends · $201 – $1K |
| Citigroup, Inc. C | $15K – $50K | Dividends · $201 – $1K |
| Carpenter Technology Corp. CRS | $50K – $100K | Dividends · $201 – $1K |
| Firstcash Holdings Inc. FCFS | $50K – $100K | Dividends · $201 – $1K |
| Stride Inc LRN | $15K – $50K | Dividends · $201 – $1K |
| McKesson Corp. MCK | $50K – $100K | Dividends · $201 – $1K |
| Monolithic Power Systems, Inc. MPWR | $15K – $50K | Dividends · $201 – $1K |
| ONEOK, Inc. OKE | $15K – $50K | Dividends · $5K – $15K |
| VSE Corp. VSEC | $50K – $100K | Dividends · $201 – $1K |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD | $50K – $100K | $1K – $2.5K |
| State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM | $15K – $50K | $201 – $1K |
| State Street SPDR S&P 500 ETF SPY | $100K – $250K | $1K – $2.5K |
| U.S. brokerage (cash account) | $15K – $50K | Interest · $201 – $1K |
| First Trust S&P Div Arst TGT 25 3Q24 MO FE RS | Under $1K | $2.5K – $5K |
| First Trust Cap Strength Oppty 34 SA FE RE | Under $1K | $5K – $15K |
| Applied Industrial Tech Inc AIT | Under $1K | Capital Gains · $1K – $2.5K |
| Coherent, Inc. COHR | Under $1K | Capital Gains · $15K – $50K |
| Credo Technology Group Holding Ltd Ordinary Shares CRDO | Under $1K | Capital Gains · $5K – $15K |
| Dell Technologies Inc CL C DELL | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| Goldman Sachs Group Inc GS | Under $1K | Capital Gains · $5K – $15K |
| Ishares Russell 1000 ETF IWB | Under $1K | $201 – $1K |
| Mastec Inc MTZ | Under $1K | Capital Gains · $5K – $15K |
| JPMorgan Liquid Asset MMKT Fund Premier | Under $1K | $5K – $15K |
| Iron Mountain Inc IRM | Under $1K | Dividends · $201 – $1K |
| Brokerage Account #8 | — | — |
| Vanguard Treasury Money Market Fund Investor Shares VUSXX | $500K – $1M | $15K – $50K |
| Brokerage Account #9 | — | — |
| Cavanal Hill Government Securities Money Market Fund Select Class Shares APSXX | $15K – $50K | $1K – $2.5K |
| Humphreys Fund I REIT | $100K – $250K | $5K – $15K |
| Mullin Properties LLC | — | — |
| Note Receivable from Xtreme Boat & RV LLC | $1M – $5M | Interest · $100K – $1M |
| Commercial real estate, Broken Arrow, OK | $100K – $250K | Rent or Royalties · $50K – $100K |
| Commercial real estate, Broken Arrow, OK | $1M – $5M | Rent or Royalties · $100K – $1M |
| Commercial real estate, Broken Arrow, OK | $50K – $100K | Rent or Royalties · $2.5K – $5K |
| Commercial real estate, Moore, OK | $1M – $5M | Rent or Royalties · $50K – $100K |
| Commercial real estate, Oklahoma City, OK | $100K – $250K | Rent or Royalties · $15K – $50K |
| Residential real estate, Westville, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Westville, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Westville, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Westville, OK | $100K – $250K | Rent or Royalties · $5K – $15K |
| Undeveloped land, Broken Arrow, OK | $250K – $500K | — |
| Undeveloped land, Stillwell, OK | $50K – $100K | — |
| Undeveloped land, Westville, OK | $15K – $50K | — |
| Undeveloped land, Westville, OK | $15K – $50K | — |
| Undeveloped land, Westville, OK | $100K – $250K | — |
| Undeveloped land, Westville, OK | $15K – $50K | — |
| Undeveloped land, Westville, OK | $250K – $500K | — |
| Undeveloped land, Westville, OK | $50K – $100K | — |
| Undeveloped land, Westville, OK | $1K – $15K | — |
| Undeveloped land, Westville, OK | $100K – $250K | — |
| Residential real estate, Broken Arrow, OK | $100K – $250K | Rent or Royalties · $5K – $15K |
| Mullin Realty LLC | — | — |
| Residential real estate, Washington, DC | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential real estate, Bixby, OK | $1M – $5M | Rent or Royalties · $100K – $1M |
| Mullin Ranch LLC | — | — |
| Cattle Ranch, Westville, OK | $5M – $25M | — |
| Mullin Family Holdco LLC | — | — |
| COP Hometown Parent Inc. | $5M – $25M | — |
| HomeTown Services (HVAC, plumbing, electrical repair and replacement) | — | — |
| Mullin Properties West Division LLC | — | — |
| Vanguard Intl Equity Index FDS Ftse Emerging MKTS ETF VWO | $1K – $15K | $201 – $1K |
| Vanguard Index FDS Vanguard MID- Cap ETF VO | $1K – $15K | — |
| Vanguard Index FDS Vanguard Value ETF VTV | $1K – $15K | — |
| Principal Real Estate Securities Fund Institutional Class PIREX | $1K – $15K | — |
| Northwestern Mutual Fdic Insured Program NMFD | $1K – $15K | — |
| Ishares Inc Msci Eurozone ETF EZU | $1K – $15K | — |
| Columbia Overseas Value Fund Institutional Class COSZX | $1K – $15K | $201 – $1K |
| Pimco Commodities Plus Strategy Fund Class I2 PCLPX | $1K – $15K | — |
| Goldman Sachs International Small-cap Insights Fund Institutional Class GICIX | $1K – $15K | — |
| Invesco QQQ TR Unit Ser 1 QQQ | $1K – $15K | $201 – $1K |
| Ishares TR Msci USA Value Factor ETF VLUE | $1K – $15K | — |
| Fidelity Advisor Focus Emerging Markets Fund Class I FIMKX | $1K – $15K | $201 – $1K |
| Invesco Small-cap Value Fund Class Y VSMIX | $1K – $15K | $201 – $1K |
| SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT MDY | $1K – $15K | — |
| Nuveen Limited-term Municipal Bond Fund Class I FLTRX | $1K – $15K | — |
| Invesco Exchange-traded FD TR S&P 500 Equal Weight ETF RSP | $1K – $15K | — |
| Ishares TR 20+ YR Treas BD ETF TLT | $1K – $15K | — |
| Ishares TR Core Msci Eafe ETF IEFA | $1K – $15K | — |
| Blackrock Strategic Municipal Opportunities Fund Institutional Class MAMTX | $1K – $15K | $201 – $1K |
| Fidelity Advisor Intermediate Municipal Income Fund Class I FZIIX | $1K – $15K | — |
| Ishares TR Core S&P 500 ETF IVV | $1K – $15K | — |
| Vanguard Mun BD FDS Tax-exempt BD Index FD ETF VTEB | $1K – $15K | $201 – $1K |
| Dodge & Cox International Stock Fund DODFX | Under $1K | $201 – $1K |
| Dodge & Cox Stock Fund DODGX | Under $1K | $201 – $1K |
| iShares Russell 1000 ETF IWB | Under $1K | $1K – $2.5K |
| John Hancock Multifactor Mid Cap ETF JHMM | Under $1K | $201 – $1K |
| New World Fund, Inc Class F2 Shares NFFFX | Under $1K | $201 – $1K |
| PIMCO Income Fund Class I-2 Shares PONPX | Under $1K | $201 – $1K |
| Schwab International Equity ETF SCHF | Under $1K | $201 – $1K |
| VanEck Funds CM Commodity Index Fund Class Y Shares CMCYX | Under $1K | $201 – $1K |
| Victory Market Neutral Income Fund Class I Shares CBHIX | Under $1K | $201 – $1K |
| Residential real estate, Westville, OK | $100K – $250K | Rent or Royalties · $2.5K – $5K |
| Residential real estate, Moore, OK | $100K – $250K | Rent or Royalties · $5K – $15K |
| Residential real estate, Norman, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Oklahoma City, OK | $15K – $50K | Rent or Royalties · $5K – $15K |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Norman, OK | $100K – $250K | — |
| Residential real estate, Moore, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Oklahoma City, OK | $50K – $100K | Rent or Royalties · $5K – $15K |
| Residential real estate, Oklahoma City, OK | $100K – $250K | Rent or Royalties · $5K – $15K |
| Residential real estate, Inola, OK | $100K – $250K | Rent or Royalties · $5K – $15K |
| Undeveloped land, Wanette, OK | $100K – $250K | — |
| Undeveloped land, Byars, OK | $100K – $250K | — |
| Undeveloped land, Versailles, MO | $500K – $1M | — |
| TC4 Investments LLC | — | — |
| Residential Rental Property, Pryor, OK | $500K – $1M | Rent or Royalties · $50K – $100K |
| Land Held for Investment, Coweta, OK | $100K – $250K | — |
| Land Held for Investment, Broken Arrow, OK | $250K – $500K | — |
| Land Held for Investment, Pryor, OK | $250K – $500K | — |
| Land Held for Investment, Sand Springs, OK | $100K – $250K | — |
| Mullin Family Investments LLC | — | — |
| Alphabet Inc CL A GOOGL | $250K – $500K | Dividends · $201 – $1K |
| Amazon Com Inc Com AMZN | $250K – $500K | — |
| American Express Co Com AXP | $50K – $100K | Dividends · $1K – $2.5K |
| Apple Inc Com AAPL | $250K – $500K | Dividends · $1K – $2.5K |
| Applied Matls Inc Com AMAT | $100K – $250K | Dividends · $201 – $1K |
| Blackrock Inc New Com BLK | $50K – $100K | Dividends · $1K – $2.5K |
| Boston Scientific Corp Com BSX | $50K – $100K | — |
| Capital One Finl Corp Com COF | $100K – $250K | Dividends · $1K – $2.5K |
| Caterpillar Inc Com CAT | $100K – $250K | Dividends · $1K – $2.5K |
| Chevron Corp New Com CVX | $100K – $250K | Dividends · $2.5K – $5K |
| Coca Cola Co Com KO | $50K – $100K | Dividends · $2.5K – $5K |
| Conocophillips Com COP | $50K – $100K | Dividends · $1K – $2.5K |
| Costco WHSL Corp New Com COST | $100K – $250K | Dividends · $201 – $1K |
| Deere & Co Com DE | $50K – $100K | Dividends · $1K – $2.5K |
| Elevance Health Inc. Common Stock ELV | $50K – $100K | Dividends · $201 – $1K |
| Emerson Elec Co Com EMR | $50K – $100K | Dividends · $1K – $2.5K |
| Goldman Sachs Group Inc Com GS | $100K – $250K | Dividends · $2.5K – $5K |
| Hilton Worldwide HLDGS Inc Com New HLT | $100K – $250K | Dividends · $201 – $1K |
| Home Depot Inc Com HD | $50K – $100K | Dividends · $1K – $2.5K |
| Intercontinental Exchange Inc Com ICE | $50K – $100K | Dividends · $1K – $2.5K |
| Intuitive Surgical Inc Com New ISRG | $50K – $100K | — |
| Iqvia HLDGS Inc Com IQV | $50K – $100K | — |
| Ishares TR Core S&P Small-cap ETF IJR | $100K – $250K | $1K – $2.5K |
| Jpmorgan Chase & Co Com JPM | $100K – $250K | Dividends · $2.5K – $5K |
| Kla Corp Com KLAC | $250K – $500K | Dividends · $1K – $2.5K |
| L3HARRIS Technologies Inc Com LHX | $100K – $250K | Dividends · $1K – $2.5K |
| Lam Resh Corp Com New LRCX | $100K – $250K | Dividends · $1K – $2.5K |
| Lilly Eli & Co Com LLY | $100K – $250K | Dividends · $1K – $2.5K |
| LPL Finl HLDGS Inc Com LPLA | $50K – $100K | Dividends · $201 – $1K |
| Mastercard Inc CL A MA | $100K – $250K | Dividends · $201 – $1K |
| Meta Platforms Inc. Class A Common Stock META | $250K – $500K | Dividends · $201 – $1K |
| Microsoft Corp Com MSFT | $500K – $1M | Dividends · $2.5K – $5K |
| Northwestern Mutual Fdic Insured Program NMFD | $100K – $250K | Dividends · $1K – $2.5K |
| Nvidia Corp Com NVDA | $250K – $500K | — |
| Palo Alto Networks Inc Com PANW | $50K – $100K | — |
| Parker-hannifin Corp Com PH | $50K – $100K | Dividends · $201 – $1K |
| Pentair PLC SHS ISIN#IE00BLS09M33 PNR | $15K – $50K | Dividends · $201 – $1K |
| Philip Morris Intl Inc Com PM | $15K – $50K | Dividends · $1K – $2.5K |
| Procter & Gamble Co Com PG | $15K – $50K | Dividends · $1K – $2.5K |
| RTX Corp Com RTX | $100K – $250K | Dividends · $1K – $2.5K |
| S&P Global Inc Com SPGI | $50K – $100K | Dividends · $201 – $1K |
| Salesforce Inc Com CRM | $50K – $100K | Dividends · $201 – $1K |
| Schwab Strategic TR US REIT ETF SCHH | $250K – $500K | $5K – $15K |
| Servicenow Inc Com NOW | $15K – $50K | — |
| Sherwin-williams Co Com SHW | $50K – $100K | Dividends · $201 – $1K |
| Thermo Fisher Scientific Inc Com TMO | $15K – $50K | Dividends · $201 – $1K |
| TJX Cos Inc New Com TJX | $50K – $100K | Dividends · $201 – $1K |
| Union Pac Corp Com UNP | $50K – $100K | Dividends · $1K – $2.5K |
| Unitedhealth Group Inc Com UNH | $50K – $100K | Dividends · $1K – $2.5K |
| Valero Energy Corp New Com VLO | $100K – $250K | Dividends · $2.5K – $5K |
| Vanguard Index FDS Real Estate Index FD ETF ( VNQ | $250K – $500K | $15K – $50K |
| Vanguard Intl FD Ftse Developed MKTS ETF VEA | $50K – $100K | $2.5K – $5K |
| Vanguard World FDS Vanguard Utils ETF VPU | $50K – $100K | $5K – $15K |
| Visa Inc Com CL A V | $50K – $100K | Dividends · $201 – $1K |
| Invesco Actively Managed Exchange-traded Commodity FD Optimum Divsf Commodity Strategy NO K1 ETF PDBC | $500K – $1M | $15K – $50K |
| Cohen & Steers Real Estate Securities Fund Class I CSDIX | $500K – $1M | $15K – $50K |
| SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT MDY | $1M – $5M | $5K – $15K |
| Fidelity Advisor Focus Emerging Markets Fund Class I FIMKX | $1M – $5M | $15K – $50K |
| Ishares Inc Msci Eurozone ETF EZU | $1M – $5M | $15K – $50K |
| American Growth Fund Of America Class F2 GFFFX | $1M – $5M | $100K – $1M |
| Goldman Sachs International Small-cap Insights Fund Institutional Class GICIX | $1M – $5M | $100K – $1M |
| Vanguard Index FDS Vanguard Small-cap ETF VB | $1M – $5M | $15K – $50K |
| Vanguard Intl Equity Index FDS Ftse Emerging MKTS ETF VWO | $1M – $5M | $50K – $100K |
| T. Rowe Price Blue Chip Growth Fund TRBCX | $1M – $5M | $100K – $1M |
| Vanguard Index FDS Vanguard MID- Cap ETF VO | $1M – $5M | $15K – $50K |
| Ishares TR Core Msci Eafe ETF IEFA | $1M – $5M | $100K – $1M |
| Northwestern Mutual Fdic Insured Program | $1K – $15K | — |
| Salem N H GO BDS 4.000% 10/01/36 B/E DTD 10/01/24 | $1K – $15K | Interest · $1K – $2.5K |
| Alamogordo N Mex Mun SCH Dist NO 001 GO BDS 2023 A 5.000% 08/01/27 B/E DTD 10/19/23 | $15K – $50K | Interest · $201 – $1K |
| Austin Tex CTFS Oblig 2023 5.000% 09/01/38 B/E DTD 10/10/23 | $1K – $15K | Capital Gains Interest · $2.5K – $5K |
| Clear Creek Tex Indpt SCH Dist Unltd Tax Ref BDS 2023 5.000% 02/15/38 B/E DTD 11/15/23 | $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 | $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 | $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 | $15K – $50K | Interest · $201 – $1K |
| Fort Lauderdale Fla WTR & SWR Rev BDS Prospect Lake WTR Treatment 2023 B 5.000% 09/01/38 B/E DTD 10/19/23 | $1K – $15K | Capital Gains Interest · $5K – $15K |
| Fort Smith Ark WTR & SWR Rev Ref Constr BDS 2018 5.000% 10/01/32 B/E DTD 09/13/18 | $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 | $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 | $15K – $50K | Interest · $1K – $2.5K |
| Macomb Inter SCH Dist Mich Unltd Tax GO BLDG Site BDS 2023 5.000% 05/01/38 B/E DTD 10/17/23 | $1K – $15K | Capital Gains Interest · $2.5K – $5K |
| Massachusetts St Dev Fin Agy Rev BDS Tufts Medicine Inc 2020 C 5.000% 10/01/31 B/E DTD 07/16/20 | $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 | $15K – $50K | Interest · $201 – $1K |
| Nevada St LTD Tax GO Cap Impt BDS 2023A 5.000% 05/01/38 B/E DTD 11/01/23 | $1K – $15K | Capital Gains Interest · $5K – $15K |
| Seattle Wash Drain & Wastewater Rev Ref Rev BDS 2014 4.000% 05/01/39 B/E DTD 07/10/14 | $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 | $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 | $15K – $50K | Interest · $201 – $1K |
| Accenture Plc ACN | Under $1K | Dividends · $201 – $1K |
| CSX Corp. CSX | Under $1K | Capital Gains Dividends · $5K – $15K |
| iShares US Healthcare Providers ETF IHF | Under $1K | $2.5K – $5K |
| PIMCO CommoditiesPLUS Strategy Fund Class I-2 Shares PCLPX | Under $1K | $5K – $15K |
| SPDR S&P 500 ETF Trust SPY | Under $1K | $50K – $100K |
| Texas Instruments Incorporated TXN | Under $1K | Dividends · $201 – $1K |
| Zoetis, Inc. ZTS | Under $1K | Dividends · $201 – $1K |
| Abbott Laboratories ABT | Under $1K | Capital Gains · $1K – $2.5K |
| Berkshire Hathaway Inc. BRKB | Under $1K | Capital Gains · $5K – $15K |
| Honeywell International, Inc. HON | Under $1K | Capital Gains · $2.5K – $5K |
| iShares Russell 1000 ETF IWB | Under $1K | $100K – $1M |
| T-Mobile US, Inc. TMUS | Under $1K | Capital Gains Dividends · $15K – $50K |
| iShares Core S&P Small-Cap ETF IJR | Under $1K | $2.5K – $5K |
| PepsiCo, Inc. PEP | Under $1K | Dividends · $201 – $1K |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Rev Bds | Under $1K | Capital Gains Interest · $201 – $1K |
| Northern Ill Mun Pwr Proj Rev Re V Ref BDS Prairie St | Under $1K | Interest · $2.5K – $5K |
| Upton Cnty Tex Tax N TS 2023 | Under $1K | Interest · $1K – $2.5K |
| Waxahachie Tex Indpt Sch Dist Ultd Tax Ref BDS 2015 | Under $1K | Capital Gains Interest · $2.5K – $5K |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Rev Bds | Under $1K | Interest · $201 – $1K |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Rev Bds | Under $1K | Interest · $1K – $2.5K |
| AutoZone, Inc. AZO | Under $1K | Capital Gains · $15K – $50K |
| Dreyfus Government Cash Management Wealth Shares Fund DGQXX | $15K – $50K | — |
| Northwestern Mutual, whole life | $1M – $5M | — |
| Provident Trust Group, whole life | $250K – $500K | — |
| U.S. bank (cash account) | $100K – $250K | Interest · $1K – $2.5K |
| Provident Trust Group, whole life | $1M – $5M | — |
| K5 HS Holdco LLC | — | — |
| HistoSonics, Inc. (healthcare technology) | $100K – $250K | — |
| Allotment Services LLC | — | — |
| Apres Spectrum LLC (Wastewater Treatment and Water Testing) | $1M – $5M | business income and interest · $89.5K |
| Northwestern Mutual, whole life | $1M – $5M | — |
| Botanic Tonics LLC (wellness tonics) | $500K – $1M | — |
| Family Trust #1 - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 | — | — |
| Family Trust #2 - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 | — | — |
| Family Trust #3 - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 | — | — |
| Family Trust #4 - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 | — | — |
| Family Trust #5 - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 | — | — |
| Family Trust #6 - 3.2% interest in Mullin Family Holdco LLC - value and income reported at Line 13 | — | — |
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.