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Official portrait of John Boozman

People · U.S. Senate

Sen. John Boozman

Republican · Senator, AR (Arkansas) · In office

  • Commission on Security and Cooperation in Europe
  • Agriculture, Nutrition, and Forestry
  • Appropriations
  • Environment and Public Works
  • +2 more
Disclosed trades
398

disclosed transactions: 212 stock purchases, 186 sales

Senate eFDas of Oct 4

Latest filing Sep 11, 2026 · Senate eFD reports 2024–2026

Trades and awards
Unavailable

Being checked: the stock-to-company links need share classes and ownership dates first.

USAspending + SEC
Campaign money
Unavailable

Not loaded yet (FEC).

FEC
Committee seats
6

current seats, as of Oct 3, 2026

congress-legislatorsas of Oct 3
Source: Senate eFD · congress-legislatorsCoverage: Senate 2024–2026 · Members of Congress 2016–todayUpdated: Methodology →

Trades by quarter

Number of disclosed transactions by the quarter of the trade date. Stock purchases above the line, sales below; options, exchanges and other assets as a count underneath.

Disclosed transactions per quarter
QuarterStock purchasesStock sales
Q4 202332
Q1 202433
Q2 20241210
Q3 20241911
Q4 202426
Q1 20252418
Q2 20252117
Q3 20253231
Q4 20252430
Q1 20263926
Q2 20262224
Q3 2026118

Source: Senate eFD periodic transaction reports, as of Oct 4, 2026. Counts of transactions, not money: the amounts are ranges and are never added up.

Every stock trade, with its filing

Stock purchases, sales and exchanges as disclosed, newest filing first. Options and other assets are listed separately below.

John Boozman: disclosed stock transactions, newest filing first
Filing
OTIS Otis Worldwide Corporation Common StockOwner: JointPurchase$1,001–$15,000Aug 27 → Sep 11View filing
IVV iShares Core S&P 500 ETFOwner: JointSale$1,001–$15,000Aug 27 → Sep 11View filing
JNJ Johnson & Johnson Common StockOwner: JointSale$1,001–$15,000Aug 20 → Sep 11View filing
SPYM Tradr 2X Long SPY Monthly ETFOwner: JointPurchase$1,001–$15,000Aug 20 → Sep 11View filing
WWSYX Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra SharesOwner: JointSale$15,001–$50,000Aug 19 → Sep 11View filing
AVUV Avantis U.S. Small Cap Value ETFOwner: JointPurchase$1,001–$15,000Aug 19 → Sep 11View filing
IJR iShares Core S&P Small-Cap ETFOwner: JointPurchase$1,001–$15,000Aug 19 → Sep 11View filing
CEG Constellation Energy Corporation - Common Stock When-IssuedOwner: JointSale$1,001–$15,000Aug 13 → Sep 11View filing
FSLR First Solar, Inc. - Common StockOwner: JointPurchase$1,001–$15,000Aug 13 → Sep 11View filing
CBOE Cboe Global Markets, Inc. Common StockOwner: JointSale$1,001–$15,000Jul 31 → Aug 17View filing
PYPL PayPal Holdings, Inc. - Common StockOwner: JointPurchase$1,001–$15,000Jul 30 → Aug 17View filingAmended report
SPYM Tradr 2X Long SPY Monthly ETFOwner: JointPurchase$1,001–$15,000Jul 23 → Aug 17View filingAmended report
JPM JP Morgan Chase & Co. Common StockOwner: JointSale$1,001–$15,000Jul 23 → Aug 17View filing
HD Home Depot, Inc. (The) Common StockOwner: JointSale$1,001–$15,000Jul 9 → Aug 17View filing
APTV Aptiv PLC Ordinary SharesOwner: JointPurchase$1,001–$15,000Jul 9 → Aug 17View filingAmended report
TRV The Travelers Companies, Inc. Common StockOwner: JointSale$1,001–$15,000Jul 2 → Aug 17View filing
SPYM Tradr 2X Long SPY Monthly ETFOwner: JointPurchase$1,001–$15,000Jul 2 → Aug 17View filingAmended report
EL Estee Lauder Companies, Inc. (The) Common StockOwner: JointPurchase$1,001–$15,000Jul 2 → Aug 17View filingAmended report
CVX Chevron Corporation Common StockOwner: JointPurchase$1,001–$15,000Jul 2 → Aug 17View filingAmended report
TPYP Tortoise North American Pipeline FundOwner: JointSale$1,001–$15,000Jun 25 → Jul 13View filing
FTGC First Trust Global Tactical Commodity Strategy FundOwner: JointSale$1,001–$15,000Jun 25 → Jul 13View filing
IGV iShares Expanded Tech-Software Sector ETFOwner: JointPurchase$1,001–$15,000Jun 25 → Jul 13View filing
PALL abrdn Physical Palladium Shares ETFOwner: JointPurchase$1,001–$15,000Jun 25 → Jul 13View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointSale$1,001–$15,000Jun 17 → Jul 13View filing
SCHP SCHP - Schwab U.S. TIPS ETFOwner: JointPurchase$1,001–$15,000Jun 17 → Jul 13View filing
ATO Atmos Energy Corporation Common StockOwner: JointSale$1,001–$15,000Jun 12 → Jul 13View filing
CEG CEG - Constellation Energy Corporation - Common Stock When-IssuedOwner: JointPurchase$1,001–$15,000Jun 12 → Jul 13View filing
BSX Boston Scientific Corporation Common StockOwner: JointSale$1,001–$15,000Jun 4 → Jul 13View filing
UNH UnitedHealth Group Incorporated Common Stock (DE)Owner: JointPurchase$1,001–$15,000Jun 4 → Jul 13View filing
RNWGX NEW WORLD FUND INC - Class R-6Owner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
AGZ iShares Agency Bond ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
SPYM Tradr 2X Long SPY Monthly ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
LITP Sprott Lithium Miners ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
IVV iShares Core S&P 500 ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
MBB iShares MBS ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
IWM iShares Russell 2000 ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
EIPI FT Energy Income Partners Enhanced Income ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
FTGC First Trust Global Tactical Commodity Strategy FundOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
VEA Vanguard Developed Markets Index Fund - ETF SharesOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
SCHP Schwab U.S. TIPS ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
GEM Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
EFA iShares MSCI EAFE ETFOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
VNQI Vanguard Global ex-U.S. Real Estate Index Fund - ETF SharesOwner: JointSale$1,001–$15,000May 27 → Jun 16View filingAmended report
CMBS iShares CMBS ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
TLH iShares 10-20 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000May 27 → Jun 16View filing
ACN Accenture plc Class A Ordinary Shares (Ireland)Owner: JointSale$1,001–$15,000May 15 → Jun 16View filingAmended report
ALB Albemarle Corporation Common StockOwner: JointPurchase$1,001–$15,000May 15 → Jun 16View filing
ECL Ecolab Inc. Common StockOwner: JointSale$1,001–$15,000May 15 → Jun 16View filingAmended report
PLTR Palantir Technologies Inc. - Class A Common StockOwner: JointPurchase$1,001–$15,000May 15 → Jun 16View filing
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETFOwner: JointPurchase$50,001–$100,000May 13 → Jun 16View filing
IEI iShares 3-7 Year Treasury Bond ETFOwner: JointSale$50,001–$100,000May 13 → Jun 16View filingAmended report
MBB iShares MBS ETFOwner: JointSale$1,001–$15,000May 13 → Jun 16View filingAmended report
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointSale$1,001–$15,000May 13 → Jun 16View filingAmended report
SCHP Schwab U.S. TIPS ETFOwner: JointSale$1,001–$15,000May 13 → Jun 16View filingAmended report
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: JointPurchase$1,001–$15,000May 13 → Jun 16View filing
CMBS iShares CMBS ETFOwner: JointSale$1,001–$15,000May 13 → Jun 16View filingAmended report
DVN Devon Energy Corporation Common StockOwner: JointPurchase$1,001–$15,000Apr 9 → May 8View filing
CEG Constellation Energy Corporation - Common Stock When-IssuedOwner: JointPurchase$1,001–$15,000Apr 2 → May 8View filing
TBLL Invesco Short Term Treasury ETFOwner: JointSale$1,001–$15,000Apr 2 → May 8View filing
SPYM Tradr 2X Long SPY Monthly ETFOwner: JointPurchase$1,001–$15,000Mar 20 → Apr 14View filing
TPYP Tortoise North American Pipeline FundOwner: JointSale$1,001–$15,000Mar 20 → Apr 14View filing
VEA Vanguard Developed Markets Index Fund - ETF SharesOwner: JointPurchase$1,001–$15,000Mar 19 → Apr 14View filing
JNJ Johnson & Johnson Common StockOwner: JointSale$1,001–$15,000Mar 19 → Apr 14View filing
NVDA NVIDIA Corporation - Common StockOwner: JointPurchase$1,001–$15,000Mar 19 → Apr 14View filing
BBEU JPMorgan BetaBuilders Europe ETFOwner: JointSale$15,001–$50,000Mar 19 → Apr 14View filing
FTGC First Trust Global Tactical Commodity Strategy FundOwner: JointPurchase$1,001–$15,000Mar 19 → Apr 14View filing
ARES Ares Management Corporation Class A Common StockOwner: JointPurchase$1,001–$15,000Mar 13 → Apr 14View filing
MSFT Microsoft Corporation - Common StockOwner: JointPurchase$1,001–$15,000Mar 5 → Apr 14View filing
NTAP NetApp, Inc. - Common StockOwner: JointPurchase$1,001–$15,000Feb 27 → Mar 6View filing
AMAT Applied Materials, Inc. - Common StockOwner: JointSale$1,001–$15,000Feb 27 → Mar 6View filing
KR Kroger Company (The) Common StockOwner: JointPurchase$1,001–$15,000Feb 26 → Mar 6View filing
PG Procter & Gamble Company (The) Common StockOwner: JointSale$1,001–$15,000Feb 26 → Mar 6View filing
UNP Union Pacific Corporation Common StockOwner: JointSale$1,001–$15,000Feb 19 → Mar 6View filing
ADBE Adobe Inc. - Common StockOwner: JointSale$1,001–$15,000Feb 13 → Mar 6View filing
MSFT Microsoft Corporation - Common StockOwner: JointPurchase$1,001–$15,000Feb 13 → Mar 6View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointSale$1,001–$15,000Feb 6 → Mar 6View filing
SHY iShares 1-3 Year Treasury Bond ETFOwner: JointSale$15,001–$50,000Feb 6 → Mar 6View filing
CMBS iShares CMBS ETFOwner: JointPurchase$1,001–$15,000Feb 6 → Mar 6View filing
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: JointPurchase$1,001–$15,000Feb 6 → Mar 6View filing
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETFOwner: JointPurchase$15,001–$50,000Feb 6 → Mar 6View filing
UBER Uber Technologies, Inc. Common StockOwner: JointPurchase$1,001–$15,000Feb 6 → Mar 6View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Feb 6 → Mar 6View filing
AGZ iShares Agency Bond ETFOwner: JointSale$1,001–$15,000Feb 6 → Mar 6View filing
TLH iShares 10-20 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Feb 6 → Mar 6View filing
EMB iShares J.P. Morgan USD Emerging Markets Bond ETFOwner: JointPurchase$1,001–$15,000Feb 6 → Mar 6View filing
MBB iShares MBS ETFOwner: JointSale$1,001–$15,000Feb 6 → Mar 6View filing
DBLEX DoubleLine Emerging Markets Fixed Income Fund - Class IOwner: JointSale$1,001–$15,000Feb 6 → Mar 6View filing
PYPL Paypal HoldingsOwner: JointPurchase$1,001–$15,000Jan 29 → Feb 15View filing
CVS CVS CorpOwner: JointPurchase$1,001–$15,000Jan 29 → Feb 15View filing
CAT Caterpillar IncOwner: JointPurchase$1,001–$15,000Jan 29 → Feb 15View filing
OMC Omnicom Group IncOwner: JointSale$1,001–$15,000Jan 29 → Feb 15View filing
FISV Fiserv IncOwner: JointSale$1,001–$15,000Jan 29 → Feb 15View filing
ETN Eaton CorpOwner: JointPurchase$1,001–$15,000Jan 29 → Feb 15View filing
UNP Union Pacific CorpOwner: JointSale$1,001–$15,000Jan 29 → Feb 15View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000Jan 29 → Feb 15View filing
MU Micron TechnologyOwner: JointSale$1,001–$15,000Jan 26 → Feb 15View filing
DXCM Dexcom IncOwner: JointPurchase$1,001–$15,000Jan 26 → Feb 15View filing
FTGC First Trust Global Tactical Commodity Strategy FunOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
MBB iShares MBS ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
PALL abrdn Physical Palladium Shares ETFOwner: JointSale$1,001–$15,000Jan 23 → Feb 15View filing
IVV iShares Core S&P 500 ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
SLV iShares Silver TrustOwner: JointSale$1,001–$15,000Jan 23 → Feb 15View filing
PPLT abrdn Physical Platinum Shares ETFOwner: JointSale$1,001–$15,000Jan 23 → Feb 15View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
RNWGX New World Fund Inc. Cl R-6Owner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
IWM iShares Russell 2000 ETFOwner: JointSale$1,001–$15,000Jan 23 → Feb 15View filing
LITP Sprott Lithium Miners ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
CMBS iShares CMBS Bond ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
MDY SPDR S&P MidCap 400 ETF TrustOwner: JointSale$1,001–$15,000Jan 23 → Feb 15View filing
TPYP Tortoise Capital Series Trust Tortoise North AmeriOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000Jan 23 → Feb 15View filing
SPYM SPYMOwner: JointSale$1,001–$15,000Jan 23 → Feb 15View filing
OMC Omnicom Group IncOwner: JointSale$1,001–$15,000Jan 15 → Feb 15View filing
AAPL Apple IncOwner: JointPurchase$1,001–$15,000Jan 15 → Feb 15View filing
V Visa IncOwner: JointPurchase$1,001–$15,000Jan 15 → Feb 15View filing
DIS Walt Disney CompanyOwner: JointPurchase$1,001–$15,000Jan 8 → Feb 15View filing
NFLX Netflix IncOwner: JointPurchase$1,001–$15,000Jan 8 → Feb 15View filing
XOM Exxon Mobil CorpOwner: JointPurchase$1,001–$15,000Jan 8 → Feb 15View filing
MU Micron TechnologyOwner: JointSale$1,001–$15,000Jan 8 → Feb 15View filing
LRCX Lam Research CorpOwner: JointSale$1,001–$15,000Jan 8 → Feb 15View filing
SMCI Super Micro Computer, Inc. - Common StockOwner: JointSale$1,001–$15,000Dec 31, 2025 → Jan 13View filing
IVW iShares S&P 500 Growth ETFOwner: JointPurchase$1,001–$15,000Dec 31, 2025 → Jan 13View filing
IJR iShares Core S&P Small-Cap ETFOwner: JointPurchase$1,001–$15,000Dec 26, 2025 → Jan 13View filing
KRE SPDR S&P Regional Banking ETFOwner: JointSale$1,001–$15,000Dec 26, 2025 → Jan 13View filing
SLV iShares Silver TrustOwner: JointSale$1,001–$15,000Dec 24, 2025 → Jan 13View filing
SPYM State Street SPDR Portfolio S&P 500 ETFOwner: JointPurchase$15,001–$50,000Dec 24, 2025 → Jan 13View filing
PALL abrdn Physical Palladium Shares ETFOwner: JointSale$1,001–$15,000Dec 24, 2025 → Jan 13View filing
PPLT abrdn Physical Platinum Shares ETFOwner: JointSale$1,001–$15,000Dec 24, 2025 → Jan 13View filing
MSFT Microsoft CorpOwner: JointPurchase$1,001–$15,000Dec 17, 2025 → Jan 13View filing
AAPL Apple IncOwner: JointPurchase$1,001–$15,000Dec 17, 2025 → Jan 13View filing
WFC Wells Fargo & CompanyOwner: JointPurchase$1,001–$15,000Dec 17, 2025 → Jan 13View filing
MSI Motorola Solutions, Inc. Common StockOwner: JointSale$1,001–$15,000Dec 17, 2025 → Jan 13View filing
BSX Boston Scientific CorpOwner: JointSale$1,001–$15,000Dec 17, 2025 → Jan 13View filing
SMCI Super Micro ComputerOwner: JointPurchase$1,001–$15,000Dec 11, 2025 → Jan 13View filing
ANET Arista Networks, Inc. Common StockOwner: JointPurchase$1,001–$15,000Dec 11, 2025 → Jan 13View filing
TBLL Invesco Short Term Treasury ETFOwner: JointSale$1,001–$15,000Dec 11, 2025 → Jan 13View filing
VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
FISV Fiserv IncOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
TPYP Tortoise North Amer Pipeline FundOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
VEA Vanguard FTSE Developed Markets ETFOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
IWM iShares Russell 2000 ETFOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
LLY Eli Lilly and CompanyOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
IVV iShares Core S&P 500 ETFOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
FTGC First Trust Global Tactical Commodity Strategy FunOwner: JointSale$1,001–$15,000Nov 21, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
EFA iShares MSCI EAFE ETFOwner: JointSale$1,001–$15,000Nov 20, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
RNWGX NEW WORLD FUND INC - Class R-6Owner: JointSale$1,001–$15,000Nov 20, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: JointSale$1,001–$15,000Nov 20, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
CRM Salesforce IncOwner: JointSale$1,001–$15,000Nov 13, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
AAXJ iShares MSCI All Country Asia ex Japan ETFOwner: JointSale$1,001–$15,000Nov 6, 2025 → Dec 8, 2025amended Aug 24View filingAmended report
MBB iShares MBS ETFOwner: JointPurchase$1,001–$15,000Nov 21, 2025 → Dec 8, 2025View filing
CMBS iShares CMBS Bond ETFOwner: JointPurchase$1,001–$15,000Nov 21, 2025 → Dec 8, 2025View filing
MDY S&P Midcap 400 SPDROwner: JointPurchase$1,001–$15,000Nov 21, 2025 → Dec 8, 2025View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000Nov 21, 2025 → Dec 8, 2025View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointPurchase$1,001–$15,000Nov 21, 2025 → Dec 8, 2025View filing
PYPL Paypal HoldingsOwner: JointPurchase$1,001–$15,000Nov 21, 2025 → Dec 8, 2025View filing
WWSYX Westwood Smallcap Fund Class YOwner: JointPurchase$1,001–$15,000Nov 20, 2025 → Dec 8, 2025View filing
META METAOwner: JointPurchase$1,001–$15,000Nov 13, 2025 → Dec 8, 2025View filing
ANET Arista Networks IncOwner: JointPurchase$1,001–$15,000Nov 13, 2025 → Dec 8, 2025View filing
AMZN Amazon.com IncOwner: JointPurchase$1,001–$15,000Nov 13, 2025 → Dec 8, 2025View filing
VEA Vanguard FTSE Developed Markets ETFOwner: JointPurchase$1,001–$15,000Nov 6, 2025 → Dec 8, 2025View filing
VWO Vanguard FTSE Emerging Markets ETFOwner: JointPurchase$1,001–$15,000Nov 6, 2025 → Dec 8, 2025View filing
TPYP Tortoise North American Pipeline ETFOwner: JointSale$1,001–$15,000Nov 3, 2025 → Nov 15, 2025View filing
META Meta Platforms IncOwner: JointPurchase$1,001–$15,000Oct 31, 2025 → Nov 15, 2025View filing
OMC Omnicom Group IncOwner: JointSale$1,001–$15,000Oct 31, 2025 → Nov 15, 2025View filing
COST Costco WholesaleOwner: JointPurchase$1,001–$15,000Oct 9, 2025 → Nov 15, 2025View filing
COLPAL COLGATE PALMOLIVE LTD.Owner: JointSale$1,001–$15,000Oct 9, 2025 → Nov 15, 2025View filing
SLV iShares Silver TrustOwner: JointSale$1,001–$15,000Oct 3, 2025 → Nov 15, 2025View filing
EMLP First Trust North American Energy Infrastructure FOwner: JointSale$15,001–$50,000Oct 3, 2025 → Nov 15, 2025View filing
LITP Sprott Lithium Miners ETFOwner: JointSale$1,001–$15,000Oct 3, 2025 → Nov 15, 2025View filing
EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: JointPurchase$15,001–$50,000Oct 3, 2025 → Nov 15, 2025View filing
URNM Sprott Uranium Miners ETFOwner: JointSale$1,001–$15,000Oct 3, 2025 → Nov 15, 2025View filing
FTGC First Trust Global Tactical Commodity Strategy FunOwner: JointPurchase$1,001–$15,000Oct 3, 2025 → Nov 15, 2025View filing
IQV Iqvia Holdings IncOwner: JointSale$1,001–$15,000Oct 2, 2025 → Nov 15, 2025View filing
GOOGL Alphabet Cl AOwner: JointPurchase$1,001–$15,000Sep 17, 2025 → Oct 10, 2025amended May 11View filingAmended report
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointPurchase$15,001–$50,000Sep 16, 2025 → Oct 10, 2025amended May 11View filingAmended report
SCHP Schwab U.S. TIPS ETFOwner: JointPurchase$1,001–$15,000Sep 16, 2025 → Oct 10, 2025amended May 11View filingAmended report
IEI iShares 3-7 Year Treasury Bond ETFOwner: JointPurchase$15,001–$50,000Sep 16, 2025 → Oct 10, 2025amended May 11View filingAmended report
SHY iShares 1-3 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Sep 16, 2025 → Oct 10, 2025amended May 11View filingAmended report
ETN Eaton CorpOwner: JointPurchase$1,001–$15,000Sep 12, 2025 → Oct 10, 2025amended May 11View filingAmended report
ADBE Adobe Systems IncOwner: JointPurchase$1,001–$15,000Sep 4, 2025 → Oct 10, 2025amended May 11View filingAmended report
MU Micron TechnologyOwner: JointSale$1,001–$15,000Sep 17, 2025 → Oct 10, 2025View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointSale$1,001–$15,000Sep 16, 2025 → Oct 10, 2025View filing
TLT iShares 20+ Year Treasury Bond ETFOwner: JointSale$15,001–$50,000Sep 16, 2025 → Oct 10, 2025View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointSale$1,001–$15,000Sep 16, 2025 → Oct 10, 2025View filing
CMBS iShares CMBS Bond ETFOwner: JointSale$1,001–$15,000Sep 16, 2025 → Oct 10, 2025View filing
AGZ iShares Agency Bond ETFOwner: JointSale$1,001–$15,000Sep 16, 2025 → Oct 10, 2025View filing
GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: JointSale$1,001–$15,000Sep 16, 2025 → Oct 10, 2025View filing
MBB iShares MBS ETFOwner: JointSale$1,001–$15,000Sep 16, 2025 → Oct 10, 2025View filing
ORCL Oracle CorpOwner: JointSale$1,001–$15,000Sep 12, 2025 → Oct 10, 2025View filing
NVDA Nvidia CorpOwner: JointPurchase$1,001–$15,000Aug 22, 2025 → Sep 12, 2025View filing
LLY Eli Lilly and CompanyOwner: JointPurchase$1,001–$15,000Aug 22, 2025 → Sep 12, 2025View filing
ABBV Abbvie IncOwner: JointSale$1,001–$15,000Aug 22, 2025 → Sep 12, 2025View filing
MU Micron TechnologyOwner: JointSale$1,001–$15,000Aug 22, 2025 → Sep 12, 2025View filing
RNWGX New World Fund Inc. Cl R-6Owner: JointPurchase$15,001–$50,000Aug 14, 2025 → Sep 12, 2025View filing
EMRZX Emerging Markets Fund Class ZOwner: JointSale$15,001–$50,000Aug 14, 2025 → Sep 12, 2025View filing
LLY Eli Lilly and CompanyOwner: JointPurchase$1,001–$15,000Aug 11, 2025 → Sep 12, 2025View filing
ABBV Abbvie IncOwner: JointSale$1,001–$15,000Aug 11, 2025 → Sep 12, 2025View filing
RNWGX New World Fund Inc. Cl R-6Owner: JointPurchase$15,001–$50,000Aug 7, 2025 → Sep 12, 2025View filing
AMD Advanced Micro Devices, Inc. - Common StockOwner: JointPurchase$1,001–$15,000Aug 7, 2025 → Sep 12, 2025View filing
EMRZX Emerging Markets Fund Class ZOwner: JointSale$15,001–$50,000Aug 7, 2025 → Sep 12, 2025View filing
CMBS iShares CMBS Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
IVV iShares Core S&P 500 ETFOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
WWSYX Westwood Smallcap Fund Class YOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
MBB iShares MBS ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
EFA iShares MSCI EAFE ETFOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
IEI iShares 3-7 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
TLT iShares 20+ Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointSale$15,001–$50,000Aug 1, 2025 → Sep 12, 2025View filing
TLH iShares 10-20 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
VEA Vanguard FTSE Developed Markets ETFOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
PPLT abrdn Physical Platinum Shares ETFOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
RNWGX New World Fund Inc. Cl R-6Owner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
EMLP First Trust North American Energy Infrastructure FOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
SCHP Schwab U.S. TIPS ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
PALL abrdn Physical Palladium Shares ETFOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
EMRZX Emerging Markets Fund Class ZOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
SLV iShares Silver TrustOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
IWM iShares Russell 2000 ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
SHY iShares 1-3 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
AGZ iShares Agency Bond ETFOwner: JointPurchase$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
URNM Sprott Uranium Miners ETFOwner: JointSale$1,001–$15,000Aug 1, 2025 → Sep 12, 2025View filing
GE General Electric CompanyOwner: JointPurchase$1,001–$15,000Jul 31, 2025 → Aug 6, 2025View filing
GD General Dynamics CorpOwner: JointSale$1,001–$15,000Jul 31, 2025 → Aug 6, 2025View filing
WMT Walmart IncOwner: JointPurchase$1,001–$15,000Jul 31, 2025 → Aug 6, 2025View filing
MDLZ Mondelez Intl IncOwner: JointSale$1,001–$15,000Jul 31, 2025 → Aug 6, 2025View filing
BRK-B BRK-B - Berkshire Hathaway Inc Class BOwner: JointPurchase$1,001–$15,000Jul 24, 2025 → Aug 6, 2025View filing
JPM JP Morgan Chase & CompanyOwner: JointSale$1,001–$15,000Jul 24, 2025 → Aug 6, 2025View filing
HYG iShares iBoxx $ High Yield Corporate Bond ETFOwner: JointSale$1,001–$15,000Jul 8, 2025 → Aug 6, 2025View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointPurchase$1,001–$15,000Jul 8, 2025 → Aug 6, 2025View filing
MU Micron TechnologyOwner: JointSale$1,001–$15,000Jul 1, 2025 → Aug 6, 2025View filing
MU Micron TechnologyOwner: JointSale$1,001–$15,000Jun 11, 2025 → Jul 9, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Jun 11, 2025 → Jul 9, 2025View filing
AVGO Broadcom Inc. - Common StockOwner: JointPurchase$1,001–$15,000Jun 11, 2025 → Jul 9, 2025View filing
UNH Unitedhealth Group IncOwner: JointSale$1,001–$15,000Jun 11, 2025 → Jul 9, 2025View filing
META Meta Platforms IncOwner: JointPurchase$1,001–$15,000May 30, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
RTX Raytheon Technologies CorpOwner: JointPurchase$1,001–$15,000May 30, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
GOOGL Alphabet Cl AOwner: JointPurchase$1,001–$15,000May 20, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
HD Home DepotOwner: JointPurchase$1,001–$15,000May 20, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
ATO Atmos Energy CorpOwner: JointPurchase$1,001–$15,000May 20, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
HD Home DepotOwner: JointPurchase$1,001–$15,000May 16, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
AMZN Amazon.com IncOwner: JointPurchase$1,001–$15,000May 16, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
META Meta Platforms IncOwner: JointPurchase$1,001–$15,000May 16, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
AVGO Broadcom Inc. - Common StockOwner: JointPurchase$1,001–$15,000May 13, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
NVDA Nvidia CorpOwner: JointPurchase$1,001–$15,000May 13, 2025 → Jun 14, 2025amended Jul 9, 2025View filingAmended report
FBIN Fortune Brands Innovations IncOwner: JointSale$1,001–$15,000May 30, 2025 → Jun 14, 2025View filing
GD General Dynamics CorpOwner: JointSale$1,001–$15,000May 20, 2025 → Jun 14, 2025View filing
LOW Lowe's CompaniesOwner: JointSale$1,001–$15,000May 20, 2025 → Jun 14, 2025View filing
NRG NRG EnergyOwner: JointSale$1,001–$15,000May 20, 2025 → Jun 14, 2025View filing
DTE Dte Energy CompanyOwner: JointSale$1,001–$15,000May 20, 2025 → Jun 14, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointSale$1,001–$15,000May 16, 2025 → Jun 14, 2025View filing
VLO Valero Energy CorpOwner: JointSale$1,001–$15,000May 13, 2025 → Jun 14, 2025View filing
MSFT Microsoft CorpOwner: JointPurchase$1,001–$15,000Apr 22, 2025 → May 14, 2025amended Aug 20View filingAmended report
MSFT Microsoft CorpOwner: JointPurchase$1,001–$15,000Apr 16, 2025 → May 14, 2025amended Aug 20View filingAmended report
UNH Unitedhealth Group IncOwner: JointPurchase$1,001–$15,000Apr 16, 2025 → May 14, 2025amended Aug 20View filingAmended report
ORCL Oracle CorpOwner: JointPurchase$1,001–$15,000Apr 16, 2025 → May 14, 2025amended Aug 20View filingAmended report
META Meta Platforms IncOwner: JointPurchase$1,001–$15,000Apr 15, 2025 → May 14, 2025amended Aug 20View filingAmended report
HYG iShares iBoxx $ High Yield Corporate Bond ETFOwner: JointPurchase$1,001–$15,000Apr 9, 2025 → May 14, 2025amended Aug 20View filingAmended report
AVGO Broadcom Inc. - Common StockOwner: JointPurchase$1,001–$15,000Apr 8, 2025 → May 14, 2025amended Aug 20View filingAmended report
CBOE Cboe Global Markets, Inc. Common StockOwner: JointPurchase$1,001–$15,000Apr 8, 2025 → May 14, 2025amended Aug 20View filingAmended report
COLPAL COLGATE PALMOLIVE LTD.Owner: JointPurchase$1,001–$15,000Apr 8, 2025 → May 14, 2025amended Aug 20View filingAmended report
CRM Salesforce IncOwner: JointSale$1,001–$15,000Apr 22, 2025 → May 14, 2025View filing
GILD Gilead Sciences IncOwner: JointSale$1,001–$15,000Apr 16, 2025 → May 14, 2025View filing
AMAT Applied MaterialsOwner: JointSale$1,001–$15,000Apr 16, 2025 → May 14, 2025View filing
LRCX Lam Research CorpOwner: JointSale$1,001–$15,000Apr 16, 2025 → May 14, 2025View filing
BAC Bank of America CorpOwner: JointSale$1,001–$15,000Apr 15, 2025 → May 14, 2025View filing
SHY iShares 1-3 Year Treasury Bond ETFOwner: JointSale$1,001–$15,000Apr 9, 2025 → May 14, 2025View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000Apr 8, 2025 → May 14, 2025View filing
JPM JP Morgan Chase & CompanyOwner: JointSale$1,001–$15,000Apr 8, 2025 → May 14, 2025View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000Mar 19, 2025 → Apr 20, 2025amended May 11View filingAmended report
DTE Dte Energy CompanyOwner: JointSale$1,001–$15,000Mar 19, 2025 → Apr 20, 2025amended May 11View filingAmended report
AMAT Applied MaterialsOwner: JointPurchase$1,001–$15,000Mar 19, 2025 → Apr 20, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Mar 19, 2025 → Apr 20, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Mar 5, 2025 → Apr 20, 2025View filing
AXP American Express CompanyOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
LITP Sprott Lithium Miners ETFOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
MSI Motorola SolutionsOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
EMLP First Trust North American Energy Infrastructure FOwner: JointSale$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
FTGC First Trust Global Tactical Commodity Strategy FunOwner: JointSale$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
ECL Ecolab IncOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
NVDA Nvidia CorpOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
AMZN Amazon.com IncOwner: JointPurchase$1,001–$15,000Feb 26, 2025 → Mar 6, 2025View filing
URNM Sprott Uranium Miners ETFOwner: JointPurchase$1,001–$15,000Feb 25, 2025 → Mar 6, 2025View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000Feb 14, 2025 → Mar 6, 2025View filing
MSFT Microsoft CorpOwner: JointPurchase$1,001–$15,000Feb 14, 2025 → Mar 6, 2025View filing
GOOGL Alphabet Cl AOwner: JointPurchase$1,001–$15,000Feb 13, 2025 → Mar 6, 2025View filing
DIS Walt Disney CompanyOwner: JointSale$1,001–$15,000Feb 13, 2025 → Mar 6, 2025View filing
PFE Pfizer IncOwner: JointSale$1,001–$15,000Feb 13, 2025 → Mar 6, 2025View filing
BSX Boston Scientific CorpOwner: JointPurchase$1,001–$15,000Feb 13, 2025 → Mar 6, 2025View filing
BAC Bank of America CorpOwner: JointSale$1,001–$15,000Feb 5, 2025 → Mar 6, 2025View filing
MSFT Microsoft CorpOwner: JointPurchase$1,001–$15,000Feb 5, 2025 → Mar 6, 2025View filing
MA Mastercard IncOwner: JointPurchase$1,001–$15,000Feb 5, 2025 → Mar 6, 2025View filing
LRCX Lam Research CorpOwner: JointSale$1,001–$15,000Feb 5, 2025 → Mar 6, 2025View filing
AXP American Express CompanyOwner: JointPurchase$1,001–$15,000Feb 5, 2025 → Mar 6, 2025View filing
JPM JP Morgan Chase & CompanyOwner: JointSale$1,001–$15,000Feb 5, 2025 → Mar 6, 2025View filing
QSR Restaurant Brands InternationalOwner: JointSale$1,001–$15,000Feb 4, 2025 → Mar 6, 2025View filing
AMZN Amazon.com IncOwner: JointPurchase$1,001–$15,000Feb 4, 2025 → Mar 6, 2025View filing
NRG NRG Energy, Inc. Common StockOwner: JointPurchase$1,001–$15,000Jan 28, 2025 → Feb 8, 2025View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000Jan 28, 2025 → Feb 8, 2025View filing
HPQ HP IncOwner: JointSale$1,001–$15,000Jan 28, 2025 → Feb 8, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Jan 28, 2025 → Feb 8, 2025View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$1,001–$15,000Jan 16, 2025 → Feb 8, 2025View filing
SPY SPDR??S&P 500? ETF TrustOwner: JointSale$1,001–$15,000Jan 16, 2025 → Feb 8, 2025View filing
MA Mastercard Incorporated Common StockOwner: JointPurchase$1,001–$15,000Jan 14, 2025 → Feb 8, 2025View filing
EBAY Ebay IncOwner: JointSale$1,001–$15,000Jan 14, 2025 → Feb 8, 2025View filing
CSCO Cisco Systems IncOwner: JointSale$1,001–$15,000Jan 14, 2025 → Feb 8, 2025View filing
CRM Salesforce IncOwner: JointPurchase$1,001–$15,000Jan 14, 2025 → Feb 8, 2025View filing
NVDA Nvidia CorpOwner: JointPurchase$1,001–$15,000Jan 14, 2025 → Feb 8, 2025View filing
QQQ Invesco QQQ Trust, Series 1Owner: JointSale$1,001–$15,000Jan 14, 2025 → Feb 8, 2025View filing
AMAT Applied Materials, Inc. - Common StockOwner: JointSale$1,001–$15,000Dec 23, 2024 → Jan 14, 2025View filing
SWKS Skyworks Solutions, Inc. - Common StockOwner: JointSale$1,001–$15,000Nov 20, 2024 → Dec 17, 2024View filing
VWO Vanguard FTSE Emerging Markets ETFOwner: JointSale$1,001–$15,000Nov 20, 2024 → Dec 17, 2024View filing
AAXJ iShares MSCI All Country Asia ex Japan ETFOwner: JointPurchase$1,001–$15,000Nov 20, 2024 → Dec 17, 2024View filing
BBEU JPMorgan BetaBuilders Europe ETFOwner: JointSale$1,001–$15,000Nov 20, 2024 → Dec 17, 2024View filing
SPY SPDR S&P 500Owner: JointPurchase$1,001–$15,000Nov 13, 2024 → Dec 17, 2024View filing
IWM iShares Russell 2000 ETFOwner: JointSale$1,001–$15,000Oct 9, 2024 → Oct 18, 2024View filing
IVV iShares Core S&P 500 ETFOwner: JointSale$1,001–$15,000Oct 6, 2024 → Oct 18, 2024View filing
FI Fiserv IncOwner: JointSale$1,001–$15,000Sep 26, 2024 → Oct 18, 2024View filing
MDY S&P Midcap 400 SPDROwner: JointSale$1,001–$15,000Sep 9, 2024 → Oct 18, 2024View filing
VEA Vanguard FTSE Developed Markets ETFOwner: JointSale$1,001–$15,000Sep 9, 2024 → Oct 18, 2024View filing
EFA iShares MSCI EAFE ETFOwner: JointSale$1,001–$15,000Sep 9, 2024 → Oct 18, 2024View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
EMLP First Trust North American Energy Infrastructure FOwner: JointSale$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: JointSale$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
MBB MBS Ishares ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
TLT iShares 20+ Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
FTGC First Trust Global Tactical Commodity Strategy FunOwner: JointPurchase$15,001–$50,000Sep 6, 2024 → Oct 18, 2024View filing
SCHP Schwab U.S. TIPS ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
PALL Aberdeen Standard Physical Palladium Shares ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
CMBS iShares CMBS Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
AGZ iShares Agency Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
IVV iShares Core S&P 500 ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
WWSYX Westwood Quality Smallcap Fund - Ultra SharesOwner: JointSale$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
TLH iShares 10-20 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
SHY iShares 1-3 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
TBLL Invesco Short Term Treasury ETFOwner: JointPurchase$15,001–$50,000Sep 6, 2024 → Oct 18, 2024View filing
TPYP Tortoise North American Pipeline ETFOwner: JointSale$15,001–$50,000Sep 6, 2024 → Oct 18, 2024View filing
IEI iShares 3-7 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
PPLT Aberdeen Standard Physical Platinum Shares ETFOwner: JointPurchase$1,001–$15,000Sep 6, 2024 → Oct 18, 2024View filing
LRCX Lam Research Corporation - Common StockOwner: JointSale$1,001–$15,000Jul 26, 2024 → Aug 6, 2024View filing
GOOGL Alphabet Inc. - Class A Common StockOwner: JointPurchase$1,001–$15,000Jul 26, 2024 → Aug 6, 2024View filing
MSI Motorola Solutions, Inc. Common StockOwner: JointPurchase$1,001–$15,000Jul 26, 2024 → Aug 6, 2024View filing
VEA Vanguard FTSE Developed Markets ETFOwner: JointPurchase$1,001–$15,000Jul 18, 2024 → Aug 6, 2024View filing
MDY SPDR MidCap Trust Series IOwner: JointSale$1,001–$15,000Jul 18, 2024 → Aug 6, 2024View filing
IVV iShares Core S&P 500 ETFOwner: JointSale$1,001–$15,000Jul 4, 2024 → Jul 11, 2024View filing
SHY iShares 1-3 Year Treasury Bond ETFOwner: JointSale$1,001–$15,000Jun 26, 2024 → Jul 11, 2024View filing
SCHP Schwab U.S. TIPS ETFOwner: JointPurchase$1,001–$15,000Jun 26, 2024 → Jul 11, 2024View filing
TLH iShares 10-20 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Jun 26, 2024 → Jul 11, 2024View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000Jun 26, 2024 → Jul 11, 2024View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointSale$1,001–$15,000Jun 26, 2024 → Jul 11, 2024View filing
DALCX Dean Mid Cap Value Fund No-LoadOwner: JointPurchase$1,001–$15,000Jun 24, 2024 → Jul 11, 2024View filing
NMVZX Nuance Mid Cap Value Fund Z ClassOwner: JointSale$1,001–$15,000Jun 24, 2024 → Jul 11, 2024View filing
CMCSA Comcast Corporation - Class A Common StockOwner: JointSale$1,001–$15,000Jun 20, 2024 → Jul 11, 2024View filing
MSFT Microsoft CorpOwner: JointPurchase$1,001–$15,000Jun 20, 2024 → Jul 11, 2024View filing
SPY S&P 500 SPDROwner: JointPurchase$1,001–$15,000Jun 4, 2024 → Jul 11, 2024View filing
MDY SPDR MidCap Trust Series IOwner: JointSale$1,001–$15,000Jun 4, 2024 → Jul 11, 2024View filing
VEA Vanguard FTSE Developed Markets ETFOwner: JointPurchase$15,001–$50,000Jun 4, 2024 → Jul 11, 2024View filing
NMVZX Nuance Mid Cap Value Fund Z ClassOwner: JointPurchase$1,001–$15,000Jun 4, 2024 → Jul 11, 2024View filing
GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: JointPurchase$1,001–$15,000Jun 4, 2024 → Jul 11, 2024View filing
EFA iShares MSCI EAFE ETFOwner: JointSale$15,001–$50,000Jun 4, 2024 → Jul 11, 2024View filing
IVW iShares S&P 500 Growth ETFOwner: JointSale$1,001–$15,000May 31, 2024 → Jun 5, 2024View filing
EFA iShares MSCI EAFE ETFOwner: JointSale$1,001–$15,000May 31, 2024 → Jun 5, 2024View filing
GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: JointPurchase$1,001–$15,000May 31, 2024 → Jun 5, 2024View filing
HES Hess CorpOwner: JointSale$1,001–$15,000Mar 28, 2024 → May 8, 2024View filing
AMAT Applied MaterialsOwner: JointPurchase$1,001–$15,000Mar 28, 2024 → May 8, 2024View filing
TLT iShares 20+ Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Feb 20, 2024 → May 8, 2024View filing
SCHP Schwab U.S. TIPS ETFOwner: JointSale$1,001–$15,000Feb 20, 2024 → May 8, 2024View filing
IEF iShares 7-10 Year Treasury Bond ETFOwner: JointSale$1,001–$15,000Feb 20, 2024 → May 8, 2024View filing
TLH iShares 10-20 Year Treasury Bond ETFOwner: JointPurchase$1,001–$15,000Feb 20, 2024 → May 8, 2024View filing
JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: JointPurchase$1,001–$15,000Apr 16, 2024 → May 7, 2024View filing
CMBS iShares CMBS Bond ETFOwner: JointSale$1,001–$15,000Apr 16, 2024 → May 7, 2024View filing
SCZ iShares MSCI EAFE Small-Cap ETFOwner: JointPurchase$15,001–$50,000Apr 11, 2024 → May 7, 2024View filing
EFA iShares MSCI EAFE ETFOwner: JointSale$15,001–$50,000Apr 11, 2024 → May 7, 2024View filing
PFE Pfizer IncOwner: SelfPurchase$1,001–$15,000Dec 20, 2023 → Jan 8, 2024View filingAmended report
LRCX Lam Research CorpOwner: SelfSale$1,001–$15,000Dec 20, 2023 → Jan 8, 2024View filingAmended report
GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: SelfSale$1,001–$15,000Dec 12, 2023 → Jan 8, 2024View filingAmended report
PALL abrdn Physical Palladium Shares ETFOwner: SelfPurchase$1,001–$15,000Dec 12, 2023 → Jan 8, 2024View filingAmended report
PPLT abrdn Physical Platinum Shares ETFOwner: SelfPurchase$1,001–$15,000Dec 12, 2023 → Jan 8, 2024View filingAmended report

John Boozman: disclosed stock transactions, newest filing first

  • OTIS Otis Worldwide Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 27 → Sep 11
    View filing
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 27 → Sep 11
    View filing
  • JNJ Johnson & Johnson Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 20 → Sep 11
    View filing
  • SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 20 → Sep 11
    View filing
  • WWSYX Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra SharesOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 19 → Sep 11
    View filing
  • AVUV Avantis U.S. Small Cap Value ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 19 → Sep 11
    View filing
  • IJR iShares Core S&P Small-Cap ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 19 → Sep 11
    View filing
  • CEG Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 13 → Sep 11
    View filing
  • FSLR First Solar, Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 13 → Sep 11
    View filing
  • CBOE Cboe Global Markets, Inc. Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31 → Aug 17
    View filing
  • PYPL PayPal Holdings, Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 30 → Aug 17
    View filingAmended report
  • SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 23 → Aug 17
    View filingAmended report
  • JPM JP Morgan Chase & Co. Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 23 → Aug 17
    View filing
  • HD Home Depot, Inc. (The) Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 9 → Aug 17
    View filing
  • APTV Aptiv PLC Ordinary SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 9 → Aug 17
    View filingAmended report
  • TRV The Travelers Companies, Inc. Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 2 → Aug 17
    View filing
  • SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 2 → Aug 17
    View filingAmended report
  • EL Estee Lauder Companies, Inc. (The) Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 2 → Aug 17
    View filingAmended report
  • CVX Chevron Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 2 → Aug 17
    View filingAmended report
  • TPYP Tortoise North American Pipeline FundOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 25 → Jul 13
    View filing
  • FTGC First Trust Global Tactical Commodity Strategy FundOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 25 → Jul 13
    View filing
  • IGV iShares Expanded Tech-Software Sector ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 25 → Jul 13
    View filing
  • PALL abrdn Physical Palladium Shares ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 25 → Jul 13
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 17 → Jul 13
    View filing
  • SCHP SCHP - Schwab U.S. TIPS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 17 → Jul 13
    View filing
  • ATO Atmos Energy Corporation Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 12 → Jul 13
    View filing
  • CEG CEG - Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 12 → Jul 13
    View filing
  • BSX Boston Scientific Corporation Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4 → Jul 13
    View filing
  • UNH UnitedHealth Group Incorporated Common Stock (DE)Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4 → Jul 13
    View filing
  • RNWGX NEW WORLD FUND INC - Class R-6Owner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • AGZ iShares Agency Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • LITP Sprott Lithium Miners ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • MBB iShares MBS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • IWM iShares Russell 2000 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • EIPI FT Energy Income Partners Enhanced Income ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • FTGC First Trust Global Tactical Commodity Strategy FundOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • VEA Vanguard Developed Markets Index Fund - ETF SharesOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • GEM Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • VNQI Vanguard Global ex-U.S. Real Estate Index Fund - ETF SharesOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filingAmended report
  • CMBS iShares CMBS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 27 → Jun 16
    View filing
  • ACN Accenture plc Class A Ordinary Shares (Ireland)Owner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 15 → Jun 16
    View filingAmended report
  • ALB Albemarle Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 15 → Jun 16
    View filing
  • ECL Ecolab Inc. Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 15 → Jun 16
    View filingAmended report
  • PLTR Palantir Technologies Inc. - Class A Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 15 → Jun 16
    View filing
  • XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $50,001–$100,000
    Traded → filed
    May 13 → Jun 16
    View filing
  • IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $50,001–$100,000
    Traded → filed
    May 13 → Jun 16
    View filingAmended report
  • MBB iShares MBS ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13 → Jun 16
    View filingAmended report
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13 → Jun 16
    View filingAmended report
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13 → Jun 16
    View filingAmended report
  • GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13 → Jun 16
    View filing
  • CMBS iShares CMBS ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13 → Jun 16
    View filingAmended report
  • DVN Devon Energy Corporation Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 9 → May 8
    View filing
  • CEG Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 2 → May 8
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 2 → May 8
    View filing
  • SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 20 → Apr 14
    View filing
  • TPYP Tortoise North American Pipeline FundOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 20 → Apr 14
    View filing
  • VEA Vanguard Developed Markets Index Fund - ETF SharesOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19 → Apr 14
    View filing
  • JNJ Johnson & Johnson Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19 → Apr 14
    View filing
  • NVDA NVIDIA Corporation - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19 → Apr 14
    View filing
  • BBEU JPMorgan BetaBuilders Europe ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Mar 19 → Apr 14
    View filing
  • FTGC First Trust Global Tactical Commodity Strategy FundOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19 → Apr 14
    View filing
  • ARES Ares Management Corporation Class A Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 13 → Apr 14
    View filing
  • MSFT Microsoft Corporation - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 5 → Apr 14
    View filing
  • NTAP NetApp, Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 27 → Mar 6
    View filing
  • AMAT Applied Materials, Inc. - Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 27 → Mar 6
    View filing
  • KR Kroger Company (The) Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26 → Mar 6
    View filing
  • PG Procter & Gamble Company (The) Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26 → Mar 6
    View filing
  • UNP Union Pacific Corporation Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 19 → Mar 6
    View filing
  • ADBE Adobe Inc. - Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 13 → Mar 6
    View filing
  • MSFT Microsoft Corporation - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 13 → Mar 6
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • CMBS iShares CMBS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • UBER Uber Technologies, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • AGZ iShares Agency Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • EMB iShares J.P. Morgan USD Emerging Markets Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • MBB iShares MBS ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • DBLEX DoubleLine Emerging Markets Fixed Income Fund - Class IOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 6 → Mar 6
    View filing
  • PYPL Paypal HoldingsOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • CVS CVS CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • CAT Caterpillar IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • OMC Omnicom Group IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • FISV Fiserv IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • ETN Eaton CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • UNP Union Pacific CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 29 → Feb 15
    View filing
  • MU Micron TechnologyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 26 → Feb 15
    View filing
  • DXCM Dexcom IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 26 → Feb 15
    View filing
  • FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • MBB iShares MBS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • PALL abrdn Physical Palladium Shares ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • SLV iShares Silver TrustOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • PPLT abrdn Physical Platinum Shares ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • RNWGX New World Fund Inc. Cl R-6Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • IWM iShares Russell 2000 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • LITP Sprott Lithium Miners ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • CMBS iShares CMBS Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • MDY SPDR S&P MidCap 400 ETF TrustOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • TPYP Tortoise Capital Series Trust Tortoise North AmeriOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • SPYM SPYMOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 23 → Feb 15
    View filing
  • OMC Omnicom Group IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 15 → Feb 15
    View filing
  • AAPL Apple IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 15 → Feb 15
    View filing
  • V Visa IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 15 → Feb 15
    View filing
  • DIS Walt Disney CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 8 → Feb 15
    View filing
  • NFLX Netflix IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 8 → Feb 15
    View filing
  • XOM Exxon Mobil CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 8 → Feb 15
    View filing
  • MU Micron TechnologyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 8 → Feb 15
    View filing
  • LRCX Lam Research CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 8 → Feb 15
    View filing
  • SMCI Super Micro Computer, Inc. - Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 31, 2025 → Jan 13
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 31, 2025 → Jan 13
    View filing
  • IJR iShares Core S&P Small-Cap ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 26, 2025 → Jan 13
    View filing
  • KRE SPDR S&P Regional Banking ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 26, 2025 → Jan 13
    View filing
  • SLV iShares Silver TrustOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 24, 2025 → Jan 13
    View filing
  • SPYM State Street SPDR Portfolio S&P 500 ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Dec 24, 2025 → Jan 13
    View filing
  • PALL abrdn Physical Palladium Shares ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 24, 2025 → Jan 13
    View filing
  • PPLT abrdn Physical Platinum Shares ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 24, 2025 → Jan 13
    View filing
  • MSFT Microsoft CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 17, 2025 → Jan 13
    View filing
  • AAPL Apple IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 17, 2025 → Jan 13
    View filing
  • WFC Wells Fargo & CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 17, 2025 → Jan 13
    View filing
  • MSI Motorola Solutions, Inc. Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 17, 2025 → Jan 13
    View filing
  • BSX Boston Scientific CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 17, 2025 → Jan 13
    View filing
  • SMCI Super Micro ComputerOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 11, 2025 → Jan 13
    View filing
  • ANET Arista Networks, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 11, 2025 → Jan 13
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 11, 2025 → Jan 13
    View filing
  • VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • FISV Fiserv IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • TPYP Tortoise North Amer Pipeline FundOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • VEA Vanguard FTSE Developed Markets ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • IWM iShares Russell 2000 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • LLY Eli Lilly and CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • RNWGX NEW WORLD FUND INC - Class R-6Owner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • CRM Salesforce IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 13, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • AAXJ iShares MSCI All Country Asia ex Japan ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 6, 2025 → Dec 8, 2025amended Aug 24
    View filingAmended report
  • MBB iShares MBS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025
    View filing
  • CMBS iShares CMBS Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025
    View filing
  • MDY S&P Midcap 400 SPDROwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025
    View filing
  • PYPL Paypal HoldingsOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 21, 2025 → Dec 8, 2025
    View filing
  • WWSYX Westwood Smallcap Fund Class YOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2025 → Dec 8, 2025
    View filing
  • META METAOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 13, 2025 → Dec 8, 2025
    View filing
  • ANET Arista Networks IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 13, 2025 → Dec 8, 2025
    View filing
  • AMZN Amazon.com IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 13, 2025 → Dec 8, 2025
    View filing
  • VEA Vanguard FTSE Developed Markets ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 6, 2025 → Dec 8, 2025
    View filing
  • VWO Vanguard FTSE Emerging Markets ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 6, 2025 → Dec 8, 2025
    View filing
  • TPYP Tortoise North American Pipeline ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 3, 2025 → Nov 15, 2025
    View filing
  • META Meta Platforms IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 31, 2025 → Nov 15, 2025
    View filing
  • OMC Omnicom Group IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 31, 2025 → Nov 15, 2025
    View filing
  • COST Costco WholesaleOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 9, 2025 → Nov 15, 2025
    View filing
  • COLPAL COLGATE PALMOLIVE LTD.Owner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 9, 2025 → Nov 15, 2025
    View filing
  • SLV iShares Silver TrustOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 3, 2025 → Nov 15, 2025
    View filing
  • EMLP First Trust North American Energy Infrastructure FOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Oct 3, 2025 → Nov 15, 2025
    View filing
  • LITP Sprott Lithium Miners ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 3, 2025 → Nov 15, 2025
    View filing
  • EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Oct 3, 2025 → Nov 15, 2025
    View filing
  • URNM Sprott Uranium Miners ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 3, 2025 → Nov 15, 2025
    View filing
  • FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 3, 2025 → Nov 15, 2025
    View filing
  • IQV Iqvia Holdings IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 2, 2025 → Nov 15, 2025
    View filing
  • GOOGL Alphabet Cl AOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 17, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • ETN Eaton CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 12, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • ADBE Adobe Systems IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 4, 2025 → Oct 10, 2025amended May 11
    View filingAmended report
  • MU Micron TechnologyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 17, 2025 → Oct 10, 2025
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • CMBS iShares CMBS Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • AGZ iShares Agency Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • MBB iShares MBS ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 16, 2025 → Oct 10, 2025
    View filing
  • ORCL Oracle CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 12, 2025 → Oct 10, 2025
    View filing
  • NVDA Nvidia CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 22, 2025 → Sep 12, 2025
    View filing
  • LLY Eli Lilly and CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 22, 2025 → Sep 12, 2025
    View filing
  • ABBV Abbvie IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 22, 2025 → Sep 12, 2025
    View filing
  • MU Micron TechnologyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 22, 2025 → Sep 12, 2025
    View filing
  • RNWGX New World Fund Inc. Cl R-6Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 14, 2025 → Sep 12, 2025
    View filing
  • EMRZX Emerging Markets Fund Class ZOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 14, 2025 → Sep 12, 2025
    View filing
  • LLY Eli Lilly and CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 11, 2025 → Sep 12, 2025
    View filing
  • ABBV Abbvie IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 11, 2025 → Sep 12, 2025
    View filing
  • RNWGX New World Fund Inc. Cl R-6Owner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 7, 2025 → Sep 12, 2025
    View filing
  • AMD Advanced Micro Devices, Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 7, 2025 → Sep 12, 2025
    View filing
  • EMRZX Emerging Markets Fund Class ZOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 7, 2025 → Sep 12, 2025
    View filing
  • CMBS iShares CMBS Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • WWSYX Westwood Smallcap Fund Class YOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • MBB iShares MBS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • VEA Vanguard FTSE Developed Markets ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • PPLT abrdn Physical Platinum Shares ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • RNWGX New World Fund Inc. Cl R-6Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • EMLP First Trust North American Energy Infrastructure FOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • PALL abrdn Physical Palladium Shares ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • EMRZX Emerging Markets Fund Class ZOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • SLV iShares Silver TrustOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • IWM iShares Russell 2000 ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • AGZ iShares Agency Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • URNM Sprott Uranium Miners ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Aug 1, 2025 → Sep 12, 2025
    View filing
  • GE General Electric CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2025 → Aug 6, 2025
    View filing
  • GD General Dynamics CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2025 → Aug 6, 2025
    View filing
  • WMT Walmart IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2025 → Aug 6, 2025
    View filing
  • MDLZ Mondelez Intl IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 31, 2025 → Aug 6, 2025
    View filing
  • BRK-B BRK-B - Berkshire Hathaway Inc Class BOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 24, 2025 → Aug 6, 2025
    View filing
  • JPM JP Morgan Chase & CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 24, 2025 → Aug 6, 2025
    View filing
  • HYG iShares iBoxx $ High Yield Corporate Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 8, 2025 → Aug 6, 2025
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 8, 2025 → Aug 6, 2025
    View filing
  • MU Micron TechnologyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 1, 2025 → Aug 6, 2025
    View filing
  • MU Micron TechnologyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 11, 2025 → Jul 9, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 11, 2025 → Jul 9, 2025
    View filing
  • AVGO Broadcom Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 11, 2025 → Jul 9, 2025
    View filing
  • UNH Unitedhealth Group IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 11, 2025 → Jul 9, 2025
    View filing
  • META Meta Platforms IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 30, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • RTX Raytheon Technologies CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 30, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • GOOGL Alphabet Cl AOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • HD Home DepotOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • ATO Atmos Energy CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • HD Home DepotOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 16, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • AMZN Amazon.com IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 16, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • META Meta Platforms IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 16, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • AVGO Broadcom Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • NVDA Nvidia CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13, 2025 → Jun 14, 2025amended Jul 9, 2025
    View filingAmended report
  • FBIN Fortune Brands Innovations IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 30, 2025 → Jun 14, 2025
    View filing
  • GD General Dynamics CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025
    View filing
  • LOW Lowe's CompaniesOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025
    View filing
  • NRG NRG EnergyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025
    View filing
  • DTE Dte Energy CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 20, 2025 → Jun 14, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 16, 2025 → Jun 14, 2025
    View filing
  • VLO Valero Energy CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 13, 2025 → Jun 14, 2025
    View filing
  • MSFT Microsoft CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 22, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • MSFT Microsoft CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • UNH Unitedhealth Group IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • ORCL Oracle CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • META Meta Platforms IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 15, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • HYG iShares iBoxx $ High Yield Corporate Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 9, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • AVGO Broadcom Inc. - Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 8, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • CBOE Cboe Global Markets, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 8, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • COLPAL COLGATE PALMOLIVE LTD.Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 8, 2025 → May 14, 2025amended Aug 20
    View filingAmended report
  • CRM Salesforce IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 22, 2025 → May 14, 2025
    View filing
  • GILD Gilead Sciences IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2025 → May 14, 2025
    View filing
  • AMAT Applied MaterialsOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2025 → May 14, 2025
    View filing
  • LRCX Lam Research CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2025 → May 14, 2025
    View filing
  • BAC Bank of America CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 15, 2025 → May 14, 2025
    View filing
  • SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 9, 2025 → May 14, 2025
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 8, 2025 → May 14, 2025
    View filing
  • JPM JP Morgan Chase & CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 8, 2025 → May 14, 2025
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19, 2025 → Apr 20, 2025amended May 11
    View filingAmended report
  • DTE Dte Energy CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19, 2025 → Apr 20, 2025amended May 11
    View filingAmended report
  • AMAT Applied MaterialsOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19, 2025 → Apr 20, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 19, 2025 → Apr 20, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 5, 2025 → Apr 20, 2025
    View filing
  • AXP American Express CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • LITP Sprott Lithium Miners ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • MSI Motorola SolutionsOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • EMLP First Trust North American Energy Infrastructure FOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • ECL Ecolab IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • NVDA Nvidia CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • AMZN Amazon.com IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 26, 2025 → Mar 6, 2025
    View filing
  • URNM Sprott Uranium Miners ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 25, 2025 → Mar 6, 2025
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 14, 2025 → Mar 6, 2025
    View filing
  • MSFT Microsoft CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 14, 2025 → Mar 6, 2025
    View filing
  • GOOGL Alphabet Cl AOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 13, 2025 → Mar 6, 2025
    View filing
  • DIS Walt Disney CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 13, 2025 → Mar 6, 2025
    View filing
  • PFE Pfizer IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 13, 2025 → Mar 6, 2025
    View filing
  • BSX Boston Scientific CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 13, 2025 → Mar 6, 2025
    View filing
  • BAC Bank of America CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 5, 2025 → Mar 6, 2025
    View filing
  • MSFT Microsoft CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 5, 2025 → Mar 6, 2025
    View filing
  • MA Mastercard IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 5, 2025 → Mar 6, 2025
    View filing
  • LRCX Lam Research CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 5, 2025 → Mar 6, 2025
    View filing
  • AXP American Express CompanyOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 5, 2025 → Mar 6, 2025
    View filing
  • JPM JP Morgan Chase & CompanyOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 5, 2025 → Mar 6, 2025
    View filing
  • QSR Restaurant Brands InternationalOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 4, 2025 → Mar 6, 2025
    View filing
  • AMZN Amazon.com IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 4, 2025 → Mar 6, 2025
    View filing
  • NRG NRG Energy, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 28, 2025 → Feb 8, 2025
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 28, 2025 → Feb 8, 2025
    View filing
  • HPQ HP IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 28, 2025 → Feb 8, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 28, 2025 → Feb 8, 2025
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 16, 2025 → Feb 8, 2025
    View filing
  • SPY SPDR??S&P 500? ETF TrustOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 16, 2025 → Feb 8, 2025
    View filing
  • MA Mastercard Incorporated Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2025 → Feb 8, 2025
    View filing
  • EBAY Ebay IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2025 → Feb 8, 2025
    View filing
  • CSCO Cisco Systems IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2025 → Feb 8, 2025
    View filing
  • CRM Salesforce IncOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2025 → Feb 8, 2025
    View filing
  • NVDA Nvidia CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2025 → Feb 8, 2025
    View filing
  • QQQ Invesco QQQ Trust, Series 1Owner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jan 14, 2025 → Feb 8, 2025
    View filing
  • AMAT Applied Materials, Inc. - Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 23, 2024 → Jan 14, 2025
    View filing
  • SWKS Skyworks Solutions, Inc. - Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2024 → Dec 17, 2024
    View filing
  • VWO Vanguard FTSE Emerging Markets ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2024 → Dec 17, 2024
    View filing
  • AAXJ iShares MSCI All Country Asia ex Japan ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2024 → Dec 17, 2024
    View filing
  • BBEU JPMorgan BetaBuilders Europe ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 20, 2024 → Dec 17, 2024
    View filing
  • SPY SPDR S&P 500Owner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Nov 13, 2024 → Dec 17, 2024
    View filing
  • IWM iShares Russell 2000 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 9, 2024 → Oct 18, 2024
    View filing
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Oct 6, 2024 → Oct 18, 2024
    View filing
  • FI Fiserv IncOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 26, 2024 → Oct 18, 2024
    View filing
  • MDY S&P Midcap 400 SPDROwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 9, 2024 → Oct 18, 2024
    View filing
  • VEA Vanguard FTSE Developed Markets ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 9, 2024 → Oct 18, 2024
    View filing
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 9, 2024 → Oct 18, 2024
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • EMLP First Trust North American Energy Infrastructure FOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • MBB MBS Ishares ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • PALL Aberdeen Standard Physical Palladium Shares ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • CMBS iShares CMBS Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • AGZ iShares Agency Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • WWSYX Westwood Quality Smallcap Fund - Ultra SharesOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • TBLL Invesco Short Term Treasury ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • TPYP Tortoise North American Pipeline ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • PPLT Aberdeen Standard Physical Platinum Shares ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Sep 6, 2024 → Oct 18, 2024
    View filing
  • LRCX Lam Research Corporation - Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 26, 2024 → Aug 6, 2024
    View filing
  • GOOGL Alphabet Inc. - Class A Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 26, 2024 → Aug 6, 2024
    View filing
  • MSI Motorola Solutions, Inc. Common StockOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 26, 2024 → Aug 6, 2024
    View filing
  • VEA Vanguard FTSE Developed Markets ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 18, 2024 → Aug 6, 2024
    View filing
  • MDY SPDR MidCap Trust Series IOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 18, 2024 → Aug 6, 2024
    View filing
  • IVV iShares Core S&P 500 ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jul 4, 2024 → Jul 11, 2024
    View filing
  • SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 26, 2024 → Jul 11, 2024
    View filing
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 26, 2024 → Jul 11, 2024
    View filing
  • TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 26, 2024 → Jul 11, 2024
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 26, 2024 → Jul 11, 2024
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 26, 2024 → Jul 11, 2024
    View filing
  • DALCX Dean Mid Cap Value Fund No-LoadOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 24, 2024 → Jul 11, 2024
    View filing
  • NMVZX Nuance Mid Cap Value Fund Z ClassOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 24, 2024 → Jul 11, 2024
    View filing
  • CMCSA Comcast Corporation - Class A Common StockOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 20, 2024 → Jul 11, 2024
    View filing
  • MSFT Microsoft CorpOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 20, 2024 → Jul 11, 2024
    View filing
  • SPY S&P 500 SPDROwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4, 2024 → Jul 11, 2024
    View filing
  • MDY SPDR MidCap Trust Series IOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4, 2024 → Jul 11, 2024
    View filing
  • VEA Vanguard FTSE Developed Markets ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jun 4, 2024 → Jul 11, 2024
    View filing
  • NMVZX Nuance Mid Cap Value Fund Z ClassOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4, 2024 → Jul 11, 2024
    View filing
  • GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Jun 4, 2024 → Jul 11, 2024
    View filing
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Jun 4, 2024 → Jul 11, 2024
    View filing
  • IVW iShares S&P 500 Growth ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 31, 2024 → Jun 5, 2024
    View filing
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 31, 2024 → Jun 5, 2024
    View filing
  • GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    May 31, 2024 → Jun 5, 2024
    View filing
  • HES Hess CorpOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 28, 2024 → May 8, 2024
    View filing
  • AMAT Applied MaterialsOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Mar 28, 2024 → May 8, 2024
    View filing
  • TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 20, 2024 → May 8, 2024
    View filing
  • SCHP Schwab U.S. TIPS ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 20, 2024 → May 8, 2024
    View filing
  • IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 20, 2024 → May 8, 2024
    View filing
  • TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Feb 20, 2024 → May 8, 2024
    View filing
  • JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2024 → May 7, 2024
    View filing
  • CMBS iShares CMBS Bond ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Apr 16, 2024 → May 7, 2024
    View filing
  • SCZ iShares MSCI EAFE Small-Cap ETFOwner: Joint
    Type
    Purchase
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Apr 11, 2024 → May 7, 2024
    View filing
  • EFA iShares MSCI EAFE ETFOwner: Joint
    Type
    Sale
    Amount (range)
    $15,001–$50,000
    Traded → filed
    Apr 11, 2024 → May 7, 2024
    View filing
  • PFE Pfizer IncOwner: Self
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 20, 2023 → Jan 8, 2024
    View filingAmended report
  • LRCX Lam Research CorpOwner: Self
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 20, 2023 → Jan 8, 2024
    View filingAmended report
  • GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: Self
    Type
    Sale
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 12, 2023 → Jan 8, 2024
    View filingAmended report
  • PALL abrdn Physical Palladium Shares ETFOwner: Self
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 12, 2023 → Jan 8, 2024
    View filingAmended report
  • PPLT abrdn Physical Platinum Shares ETFOwner: Self
    Type
    Purchase
    Amount (range)
    $1,001–$15,000
    Traded → filed
    Dec 12, 2023 → Jan 8, 2024
    View filingAmended report
Source: House Clerk PTRs and Senate eFD. Amounts are disclosed ranges; “2 ×” means two same-day lots, each in that range. “Filed” is the first report; a later amendment is noted under it and linked beside the filing. In House filings, owner “Self” includes trusts and accounts filed without an owner. Options are labelled as options, never as a purchase or sale of the stock.

Current committee seats (as of Oct 3, 2026)

Seats held today, from the congress-legislators project. They are not the seats held at the time of past trades.

  • Commission on Security and Cooperation in Europe
  • Senate Committee on Agriculture, Nutrition, and Forestry
  • Senate Committee on Appropriations
  • Senate Committee on Environment and Public Works
  • Senate Committee on Rules and Administration
  • Senate Committee on Veterans' Affairs

Source: unitedstates/congress-legislators (committee-membership-current): seats per the congress-legislators record of Oct 3, 2026.

Coming later: trades paired with contractors’ awards. See the method.