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
398disclosed 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
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.
| Quarter | Stock purchases | Stock sales |
|---|---|---|
| Q4 2023 | 3 | 2 |
| Q1 2024 | 3 | 3 |
| Q2 2024 | 12 | 10 |
| Q3 2024 | 19 | 11 |
| Q4 2024 | 2 | 6 |
| Q1 2025 | 24 | 18 |
| Q2 2025 | 21 | 17 |
| Q3 2025 | 32 | 31 |
| Q4 2025 | 24 | 30 |
| Q1 2026 | 39 | 26 |
| Q2 2026 | 22 | 24 |
| Q3 2026 | 11 | 8 |
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.
| Filing | ||||
|---|---|---|---|---|
| OTIS Otis Worldwide Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Aug 27 → Sep 11 | View filing |
| SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 20 → Sep 11 | View filing |
| AVUV Avantis U.S. Small Cap Value ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 19 → Sep 11 | View filing |
| IJR iShares Core S&P Small-Cap ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 19 → Sep 11 | View filing |
| FSLR First Solar, Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Aug 13 → Sep 11 | View filing |
| PYPL PayPal Holdings, Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jul 30 → Aug 17 | View filingAmended report |
| SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint | Purchase | $1,001–$15,000 | Jul 23 → Aug 17 | View filingAmended report |
| APTV Aptiv PLC Ordinary SharesOwner: Joint | Purchase | $1,001–$15,000 | Jul 9 → Aug 17 | View filingAmended report |
| SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint | Purchase | $1,001–$15,000 | Jul 2 → Aug 17 | View filingAmended report |
| EL Estee Lauder Companies, Inc. (The) Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jul 2 → Aug 17 | View filingAmended report |
| CVX Chevron Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jul 2 → Aug 17 | View filingAmended report |
| IGV iShares Expanded Tech-Software Sector ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 25 → Jul 13 | View filing |
| PALL abrdn Physical Palladium Shares ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 25 → Jul 13 | View filing |
| SCHP SCHP - Schwab U.S. TIPS ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 17 → Jul 13 | View filing |
| CEG CEG - Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint | Purchase | $1,001–$15,000 | Jun 12 → Jul 13 | View filing |
| UNH UnitedHealth Group Incorporated Common Stock (DE)Owner: Joint | Purchase | $1,001–$15,000 | Jun 4 → Jul 13 | View filing |
| GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| AGZ iShares Agency Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| MBB iShares MBS ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| SCHP Schwab U.S. TIPS ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| CMBS iShares CMBS ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | May 27 → Jun 16 | View filing |
| ALB Albemarle Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | May 15 → Jun 16 | View filing |
| PLTR Palantir Technologies Inc. - Class A Common StockOwner: Joint | Purchase | $1,001–$15,000 | May 15 → Jun 16 | View filing |
| XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETFOwner: Joint | Purchase | $50,001–$100,000 | May 13 → Jun 16 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | May 13 → Jun 16 | View filing |
| DVN Devon Energy Corporation Common StockOwner: Joint | Purchase | $1,001–$15,000 | Apr 9 → May 8 | View filing |
| CEG Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint | Purchase | $1,001–$15,000 | Apr 2 → May 8 | View filing |
| SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint | Purchase | $1,001–$15,000 | Mar 20 → Apr 14 | View filing |
| VEA Vanguard Developed Markets Index Fund - ETF SharesOwner: Joint | Purchase | $1,001–$15,000 | Mar 19 → Apr 14 | View filing |
| NVDA NVIDIA Corporation - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 19 → Apr 14 | View filing |
| FTGC First Trust Global Tactical Commodity Strategy FundOwner: Joint | Purchase | $1,001–$15,000 | Mar 19 → Apr 14 | View filing |
| ARES Ares Management Corporation Class A Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 13 → Apr 14 | View filing |
| MSFT Microsoft Corporation - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Mar 5 → Apr 14 | View filing |
| NTAP NetApp, Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Feb 27 → Mar 6 | View filing |
| KR Kroger Company (The) Common StockOwner: Joint | Purchase | $1,001–$15,000 | Feb 26 → Mar 6 | View filing |
| MSFT Microsoft Corporation - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Feb 13 → Mar 6 | View filing |
| CMBS iShares CMBS ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 6 → Mar 6 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 6 → Mar 6 | View filing |
| XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETFOwner: Joint | Purchase | $15,001–$50,000 | Feb 6 → Mar 6 | View filing |
| UBER Uber Technologies, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Feb 6 → Mar 6 | View filing |
| IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 6 → Mar 6 | View filing |
| TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 6 → Mar 6 | View filing |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 6 → Mar 6 | View filing |
| PYPL Paypal HoldingsOwner: Joint | Purchase | $1,001–$15,000 | Jan 29 → Feb 15 | View filing |
| CVS CVS CorpOwner: Joint | Purchase | $1,001–$15,000 | Jan 29 → Feb 15 | View filing |
| CAT Caterpillar IncOwner: Joint | Purchase | $1,001–$15,000 | Jan 29 → Feb 15 | View filing |
| ETN Eaton CorpOwner: Joint | Purchase | $1,001–$15,000 | Jan 29 → Feb 15 | View filing |
| DXCM Dexcom IncOwner: Joint | Purchase | $1,001–$15,000 | Jan 26 → Feb 15 | View filing |
| FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| MBB iShares MBS ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| IVV iShares Core S&P 500 ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| RNWGX New World Fund Inc. Cl R-6Owner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| LITP Sprott Lithium Miners ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| CMBS iShares CMBS Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| TPYP Tortoise Capital Series Trust Tortoise North AmeriOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 23 → Feb 15 | View filing |
| AAPL Apple IncOwner: Joint | Purchase | $1,001–$15,000 | Jan 15 → Feb 15 | View filing |
| V Visa IncOwner: Joint | Purchase | $1,001–$15,000 | Jan 15 → Feb 15 | View filing |
| DIS Walt Disney CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jan 8 → Feb 15 | View filing |
| NFLX Netflix IncOwner: Joint | Purchase | $1,001–$15,000 | Jan 8 → Feb 15 | View filing |
| XOM Exxon Mobil CorpOwner: Joint | Purchase | $1,001–$15,000 | Jan 8 → Feb 15 | View filing |
| IVW iShares S&P 500 Growth ETFOwner: Joint | Purchase | $1,001–$15,000 | Dec 31, 2025 → Jan 13 | View filing |
| IJR iShares Core S&P Small-Cap ETFOwner: Joint | Purchase | $1,001–$15,000 | Dec 26, 2025 → Jan 13 | View filing |
| SPYM State Street SPDR Portfolio S&P 500 ETFOwner: Joint | Purchase | $15,001–$50,000 | Dec 24, 2025 → Jan 13 | View filing |
| MSFT Microsoft CorpOwner: Joint | Purchase | $1,001–$15,000 | Dec 17, 2025 → Jan 13 | View filing |
| AAPL Apple IncOwner: Joint | Purchase | $1,001–$15,000 | Dec 17, 2025 → Jan 13 | View filing |
| WFC Wells Fargo & CompanyOwner: Joint | Purchase | $1,001–$15,000 | Dec 17, 2025 → Jan 13 | View filing |
| SMCI Super Micro ComputerOwner: Joint | Purchase | $1,001–$15,000 | Dec 11, 2025 → Jan 13 | View filing |
| ANET Arista Networks, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Dec 11, 2025 → Jan 13 | View filing |
| MBB iShares MBS ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 21, 2025 → Dec 8, 2025 | View filing |
| CMBS iShares CMBS Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 21, 2025 → Dec 8, 2025 | View filing |
| MDY S&P Midcap 400 SPDROwner: Joint | Purchase | $1,001–$15,000 | Nov 21, 2025 → Dec 8, 2025 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 21, 2025 → Dec 8, 2025 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint | Purchase | $1,001–$15,000 | Nov 21, 2025 → Dec 8, 2025 | View filing |
| PYPL Paypal HoldingsOwner: Joint | Purchase | $1,001–$15,000 | Nov 21, 2025 → Dec 8, 2025 | View filing |
| WWSYX Westwood Smallcap Fund Class YOwner: Joint | Purchase | $1,001–$15,000 | Nov 20, 2025 → Dec 8, 2025 | View filing |
| META METAOwner: Joint | Purchase | $1,001–$15,000 | Nov 13, 2025 → Dec 8, 2025 | View filing |
| ANET Arista Networks IncOwner: Joint | Purchase | $1,001–$15,000 | Nov 13, 2025 → Dec 8, 2025 | View filing |
| AMZN Amazon.com IncOwner: Joint | Purchase | $1,001–$15,000 | Nov 13, 2025 → Dec 8, 2025 | View filing |
| VEA Vanguard FTSE Developed Markets ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 6, 2025 → Dec 8, 2025 | View filing |
| VWO Vanguard FTSE Emerging Markets ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 6, 2025 → Dec 8, 2025 | View filing |
| META Meta Platforms IncOwner: Joint | Purchase | $1,001–$15,000 | Oct 31, 2025 → Nov 15, 2025 | View filing |
| COST Costco WholesaleOwner: Joint | Purchase | $1,001–$15,000 | Oct 9, 2025 → Nov 15, 2025 | View filing |
| EIPI First Trust Exchange-Traded Fund VIII FT Energy InOwner: Joint | Purchase | $15,001–$50,000 | Oct 3, 2025 → Nov 15, 2025 | View filing |
| FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint | Purchase | $1,001–$15,000 | Oct 3, 2025 → Nov 15, 2025 | View filing |
| GOOGL Alphabet Cl AOwner: Joint | Purchase | $1,001–$15,000 | Sep 17, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint | Purchase | $15,001–$50,000 | Sep 16, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| SCHP Schwab U.S. TIPS ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 16, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint | Purchase | $15,001–$50,000 | Sep 16, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 16, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| ETN Eaton CorpOwner: Joint | Purchase | $1,001–$15,000 | Sep 12, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| ADBE Adobe Systems IncOwner: Joint | Purchase | $1,001–$15,000 | Sep 4, 2025 → Oct 10, 2025amended May 11 | View filingAmended report |
| NVDA Nvidia CorpOwner: Joint | Purchase | $1,001–$15,000 | Aug 22, 2025 → Sep 12, 2025 | View filing |
| LLY Eli Lilly and CompanyOwner: Joint | Purchase | $1,001–$15,000 | Aug 22, 2025 → Sep 12, 2025 | View filing |
| RNWGX New World Fund Inc. Cl R-6Owner: Joint | Purchase | $15,001–$50,000 | Aug 14, 2025 → Sep 12, 2025 | View filing |
| LLY Eli Lilly and CompanyOwner: Joint | Purchase | $1,001–$15,000 | Aug 11, 2025 → Sep 12, 2025 | View filing |
| RNWGX New World Fund Inc. Cl R-6Owner: Joint | Purchase | $15,001–$50,000 | Aug 7, 2025 → Sep 12, 2025 | View filing |
| AMD Advanced Micro Devices, Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Aug 7, 2025 → Sep 12, 2025 | View filing |
| CMBS iShares CMBS Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| WWSYX Westwood Smallcap Fund Class YOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| MBB iShares MBS ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| TLT iShares 20+ Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| RNWGX New World Fund Inc. Cl R-6Owner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| SCHP Schwab U.S. TIPS ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| IWM iShares Russell 2000 ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| AGZ iShares Agency Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Aug 1, 2025 → Sep 12, 2025 | View filing |
| GE General Electric CompanyOwner: Joint | Purchase | $1,001–$15,000 | Jul 31, 2025 → Aug 6, 2025 | View filing |
| WMT Walmart IncOwner: Joint | Purchase | $1,001–$15,000 | Jul 31, 2025 → Aug 6, 2025 | View filing |
| BRK-B BRK-B - Berkshire Hathaway Inc Class BOwner: Joint | Purchase | $1,001–$15,000 | Jul 24, 2025 → Aug 6, 2025 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint | Purchase | $1,001–$15,000 | Jul 8, 2025 → Aug 6, 2025 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 11, 2025 → Jul 9, 2025 | View filing |
| AVGO Broadcom Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jun 11, 2025 → Jul 9, 2025 | View filing |
| META Meta Platforms IncOwner: Joint | Purchase | $1,001–$15,000 | May 30, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| RTX Raytheon Technologies CorpOwner: Joint | Purchase | $1,001–$15,000 | May 30, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| GOOGL Alphabet Cl AOwner: Joint | Purchase | $1,001–$15,000 | May 20, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| HD Home DepotOwner: Joint | Purchase | $1,001–$15,000 | May 20, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| ATO Atmos Energy CorpOwner: Joint | Purchase | $1,001–$15,000 | May 20, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| HD Home DepotOwner: Joint | Purchase | $1,001–$15,000 | May 16, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| AMZN Amazon.com IncOwner: Joint | Purchase | $1,001–$15,000 | May 16, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| META Meta Platforms IncOwner: Joint | Purchase | $1,001–$15,000 | May 16, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| AVGO Broadcom Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | May 13, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| NVDA Nvidia CorpOwner: Joint | Purchase | $1,001–$15,000 | May 13, 2025 → Jun 14, 2025amended Jul 9, 2025 | View filingAmended report |
| MSFT Microsoft CorpOwner: Joint | Purchase | $1,001–$15,000 | Apr 22, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| MSFT Microsoft CorpOwner: Joint | Purchase | $1,001–$15,000 | Apr 16, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| UNH Unitedhealth Group IncOwner: Joint | Purchase | $1,001–$15,000 | Apr 16, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| ORCL Oracle CorpOwner: Joint | Purchase | $1,001–$15,000 | Apr 16, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| META Meta Platforms IncOwner: Joint | Purchase | $1,001–$15,000 | Apr 15, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| HYG iShares iBoxx $ High Yield Corporate Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Apr 9, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| AVGO Broadcom Inc. - Common StockOwner: Joint | Purchase | $1,001–$15,000 | Apr 8, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| CBOE Cboe Global Markets, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Apr 8, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| COLPAL COLGATE PALMOLIVE LTD.Owner: Joint | Purchase | $1,001–$15,000 | Apr 8, 2025 → May 14, 2025amended Aug 20 | View filingAmended report |
| AMAT Applied MaterialsOwner: Joint | Purchase | $1,001–$15,000 | Mar 19, 2025 → Apr 20, 2025 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Mar 19, 2025 → Apr 20, 2025 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Mar 5, 2025 → Apr 20, 2025 | View filing |
| AXP American Express CompanyOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| LITP Sprott Lithium Miners ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| MSI Motorola SolutionsOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| ECL Ecolab IncOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| NVDA Nvidia CorpOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| AMZN Amazon.com IncOwner: Joint | Purchase | $1,001–$15,000 | Feb 26, 2025 → Mar 6, 2025 | View filing |
| URNM Sprott Uranium Miners ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 25, 2025 → Mar 6, 2025 | View filing |
| MSFT Microsoft CorpOwner: Joint | Purchase | $1,001–$15,000 | Feb 14, 2025 → Mar 6, 2025 | View filing |
| GOOGL Alphabet Cl AOwner: Joint | Purchase | $1,001–$15,000 | Feb 13, 2025 → Mar 6, 2025 | View filing |
| BSX Boston Scientific CorpOwner: Joint | Purchase | $1,001–$15,000 | Feb 13, 2025 → Mar 6, 2025 | View filing |
| MSFT Microsoft CorpOwner: Joint | Purchase | $1,001–$15,000 | Feb 5, 2025 → Mar 6, 2025 | View filing |
| MA Mastercard IncOwner: Joint | Purchase | $1,001–$15,000 | Feb 5, 2025 → Mar 6, 2025 | View filing |
| AXP American Express CompanyOwner: Joint | Purchase | $1,001–$15,000 | Feb 5, 2025 → Mar 6, 2025 | View filing |
| AMZN Amazon.com IncOwner: Joint | Purchase | $1,001–$15,000 | Feb 4, 2025 → Mar 6, 2025 | View filing |
| NRG NRG Energy, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jan 28, 2025 → Feb 8, 2025 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 28, 2025 → Feb 8, 2025 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $1,001–$15,000 | Jan 16, 2025 → Feb 8, 2025 | View filing |
| MA Mastercard Incorporated Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jan 14, 2025 → Feb 8, 2025 | View filing |
| CRM Salesforce IncOwner: Joint | Purchase | $1,001–$15,000 | Jan 14, 2025 → Feb 8, 2025 | View filing |
| NVDA Nvidia CorpOwner: Joint | Purchase | $1,001–$15,000 | Jan 14, 2025 → Feb 8, 2025 | View filing |
| AAXJ iShares MSCI All Country Asia ex Japan ETFOwner: Joint | Purchase | $1,001–$15,000 | Nov 20, 2024 → Dec 17, 2024 | View filing |
| SPY SPDR S&P 500Owner: Joint | Purchase | $1,001–$15,000 | Nov 13, 2024 → Dec 17, 2024 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| MBB MBS Ishares ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| TLT iShares 20+ Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint | Purchase | $15,001–$50,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| SCHP Schwab U.S. TIPS ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| PALL Aberdeen Standard Physical Palladium Shares ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| CMBS iShares CMBS Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| AGZ iShares Agency Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| IVV iShares Core S&P 500 ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| SHY iShares 1-3 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| TBLL Invesco Short Term Treasury ETFOwner: Joint | Purchase | $15,001–$50,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| IEI iShares 3-7 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| PPLT Aberdeen Standard Physical Platinum Shares ETFOwner: Joint | Purchase | $1,001–$15,000 | Sep 6, 2024 → Oct 18, 2024 | View filing |
| GOOGL Alphabet Inc. - Class A Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jul 26, 2024 → Aug 6, 2024 | View filing |
| MSI Motorola Solutions, Inc. Common StockOwner: Joint | Purchase | $1,001–$15,000 | Jul 26, 2024 → Aug 6, 2024 | View filing |
| VEA Vanguard FTSE Developed Markets ETFOwner: Joint | Purchase | $1,001–$15,000 | Jul 18, 2024 → Aug 6, 2024 | View filing |
| SCHP Schwab U.S. TIPS ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 26, 2024 → Jul 11, 2024 | View filing |
| TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 26, 2024 → Jul 11, 2024 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | Jun 26, 2024 → Jul 11, 2024 | View filing |
| DALCX Dean Mid Cap Value Fund No-LoadOwner: Joint | Purchase | $1,001–$15,000 | Jun 24, 2024 → Jul 11, 2024 | View filing |
| MSFT Microsoft CorpOwner: Joint | Purchase | $1,001–$15,000 | Jun 20, 2024 → Jul 11, 2024 | View filing |
| SPY S&P 500 SPDROwner: Joint | Purchase | $1,001–$15,000 | Jun 4, 2024 → Jul 11, 2024 | View filing |
| VEA Vanguard FTSE Developed Markets ETFOwner: Joint | Purchase | $15,001–$50,000 | Jun 4, 2024 → Jul 11, 2024 | View filing |
| NMVZX Nuance Mid Cap Value Fund Z ClassOwner: Joint | Purchase | $1,001–$15,000 | Jun 4, 2024 → Jul 11, 2024 | View filing |
| GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint | Purchase | $1,001–$15,000 | Jun 4, 2024 → Jul 11, 2024 | View filing |
| GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint | Purchase | $1,001–$15,000 | May 31, 2024 → Jun 5, 2024 | View filing |
| AMAT Applied MaterialsOwner: Joint | Purchase | $1,001–$15,000 | Mar 28, 2024 → May 8, 2024 | View filing |
| TLT iShares 20+ Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 20, 2024 → May 8, 2024 | View filing |
| TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint | Purchase | $1,001–$15,000 | Feb 20, 2024 → May 8, 2024 | View filing |
| JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint | Purchase | $1,001–$15,000 | Apr 16, 2024 → May 7, 2024 | View filing |
| SCZ iShares MSCI EAFE Small-Cap ETFOwner: Joint | Purchase | $15,001–$50,000 | Apr 11, 2024 → May 7, 2024 | View filing |
| PFE Pfizer IncOwner: Self | Purchase | $1,001–$15,000 | Dec 20, 2023 → Jan 8, 2024 | View filingAmended report |
| PALL abrdn Physical Palladium Shares ETFOwner: Self | Purchase | $1,001–$15,000 | Dec 12, 2023 → Jan 8, 2024 | View filingAmended report |
| PPLT abrdn Physical Platinum Shares ETFOwner: Self | Purchase | $1,001–$15,000 | Dec 12, 2023 → Jan 8, 2024 | View 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
- SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 20 → Sep 11
- AVUV Avantis U.S. Small Cap Value ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 19 → Sep 11
- IJR iShares Core S&P Small-Cap ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 19 → Sep 11
- FSLR First Solar, Inc. - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 13 → Sep 11
- PYPL PayPal Holdings, Inc. - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 30 → Aug 17
- SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 23 → Aug 17
- APTV Aptiv PLC Ordinary SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 9 → Aug 17
- SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 2 → Aug 17
- EL Estee Lauder Companies, Inc. (The) Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 2 → Aug 17
- CVX Chevron Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 2 → Aug 17
- IGV iShares Expanded Tech-Software Sector ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 25 → Jul 13
- PALL abrdn Physical Palladium Shares ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 25 → Jul 13
- SCHP SCHP - Schwab U.S. TIPS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 17 → Jul 13
- CEG CEG - Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 12 → Jul 13
- UNH UnitedHealth Group Incorporated Common Stock (DE)Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 4 → Jul 13
- GBIL Goldman Sachs Access Treasury 0-1 Year ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- AGZ iShares Agency Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- 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
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- MBB iShares MBS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- SCHP Schwab U.S. TIPS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- CMBS iShares CMBS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- 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
- TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 27 → Jun 16
- ALB Albemarle Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 15 → Jun 16
- PLTR Palantir Technologies Inc. - Class A Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 15 → Jun 16
- 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
- GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 13 → Jun 16
- DVN Devon Energy Corporation Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 9 → May 8
- CEG Constellation Energy Corporation - Common Stock When-IssuedOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 2 → May 8
- SPYM Tradr 2X Long SPY Monthly ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 20 → Apr 14
- VEA Vanguard Developed Markets Index Fund - ETF SharesOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 19 → Apr 14
- NVDA NVIDIA Corporation - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 19 → Apr 14
- FTGC First Trust Global Tactical Commodity Strategy FundOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 19 → Apr 14
- ARES Ares Management Corporation Class A Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 13 → Apr 14
- MSFT Microsoft Corporation - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 5 → Apr 14
- NTAP NetApp, Inc. - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 27 → Mar 6
- KR Kroger Company (The) Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26 → Mar 6
- MSFT Microsoft Corporation - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 13 → Mar 6
- CMBS iShares CMBS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 6 → Mar 6
- GIGB Goldman Sachs Access Investment Grade Corporate Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 6 → Mar 6
- 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
- UBER Uber Technologies, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 6 → Mar 6
- IEF iShares 7-10 Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 6 → Mar 6
- TLH iShares 10-20 Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 6 → Mar 6
- 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
- PYPL Paypal HoldingsOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 29 → Feb 15
- CVS CVS CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 29 → Feb 15
- CAT Caterpillar IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 29 → Feb 15
- ETN Eaton CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 29 → Feb 15
- DXCM Dexcom IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 26 → Feb 15
- FTGC First Trust Global Tactical Commodity Strategy FunOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- 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
- MBB iShares MBS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- GEM Goldman Sachs ActiveBeta Emerging Markets Equity EOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- IVV iShares Core S&P 500 ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- GIGB Goldman Sachs Access Investment Grade Corporate BoOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- RNWGX New World Fund Inc. Cl R-6Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- LITP Sprott Lithium Miners ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- CMBS iShares CMBS Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- VNQI Vanguard Global ex-U.S. Real Estate ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- TPYP Tortoise Capital Series Trust Tortoise North AmeriOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 23 → Feb 15
- AAPL Apple IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 15 → Feb 15
- V Visa IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 15 → Feb 15
- DIS Walt Disney CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 8 → Feb 15
- NFLX Netflix IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 8 → Feb 15
- XOM Exxon Mobil CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 8 → Feb 15
- IVW iShares S&P 500 Growth ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 31, 2025 → Jan 13
- IJR iShares Core S&P Small-Cap ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 26, 2025 → Jan 13
- 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
- MSFT Microsoft CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 17, 2025 → Jan 13
- AAPL Apple IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 17, 2025 → Jan 13
- WFC Wells Fargo & CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 17, 2025 → Jan 13
- SMCI Super Micro ComputerOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 11, 2025 → Jan 13
- ANET Arista Networks, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 11, 2025 → Jan 13
- MBB iShares MBS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2025 → Dec 8, 2025
- CMBS iShares CMBS Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2025 → Dec 8, 2025
- MDY S&P Midcap 400 SPDROwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2025 → Dec 8, 2025
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2025 → Dec 8, 2025
- 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
- PYPL Paypal HoldingsOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 21, 2025 → Dec 8, 2025
- WWSYX Westwood Smallcap Fund Class YOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 20, 2025 → Dec 8, 2025
- META METAOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 13, 2025 → Dec 8, 2025
- ANET Arista Networks IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 13, 2025 → Dec 8, 2025
- AMZN Amazon.com IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 13, 2025 → Dec 8, 2025
- VEA Vanguard FTSE Developed Markets ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 6, 2025 → Dec 8, 2025
- VWO Vanguard FTSE Emerging Markets ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 6, 2025 → Dec 8, 2025
- META Meta Platforms IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 31, 2025 → Nov 15, 2025
- COST Costco WholesaleOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Oct 9, 2025 → Nov 15, 2025
- 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
- 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
- GOOGL Alphabet Cl AOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 17, 2025 → Oct 10, 2025amended May 11
- 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
- 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
- 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
- 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
- ETN Eaton CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 12, 2025 → Oct 10, 2025amended May 11
- ADBE Adobe Systems IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 4, 2025 → Oct 10, 2025amended May 11
- NVDA Nvidia CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 22, 2025 → Sep 12, 2025
- LLY Eli Lilly and CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 22, 2025 → Sep 12, 2025
- 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
- LLY Eli Lilly and CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 11, 2025 → Sep 12, 2025
- 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
- AMD Advanced Micro Devices, Inc. - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 7, 2025 → Sep 12, 2025
- CMBS iShares CMBS Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- 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
- WWSYX Westwood Smallcap Fund Class YOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- MBB iShares MBS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- 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
- 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
- TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- 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
- 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
- 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
- SCHP Schwab U.S. TIPS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- IWM iShares Russell 2000 ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- 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
- AGZ iShares Agency Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Aug 1, 2025 → Sep 12, 2025
- GE General Electric CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 31, 2025 → Aug 6, 2025
- WMT Walmart IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 31, 2025 → Aug 6, 2025
- 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
- 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
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 11, 2025 → Jul 9, 2025
- AVGO Broadcom Inc. - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 11, 2025 → Jul 9, 2025
- META Meta Platforms IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 30, 2025 → Jun 14, 2025amended Jul 9, 2025
- RTX Raytheon Technologies CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 30, 2025 → Jun 14, 2025amended Jul 9, 2025
- GOOGL Alphabet Cl AOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 20, 2025 → Jun 14, 2025amended Jul 9, 2025
- HD Home DepotOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 20, 2025 → Jun 14, 2025amended Jul 9, 2025
- ATO Atmos Energy CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 20, 2025 → Jun 14, 2025amended Jul 9, 2025
- HD Home DepotOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2025 → Jun 14, 2025amended Jul 9, 2025
- AMZN Amazon.com IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2025 → Jun 14, 2025amended Jul 9, 2025
- META Meta Platforms IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 16, 2025 → Jun 14, 2025amended Jul 9, 2025
- 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
- NVDA Nvidia CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- May 13, 2025 → Jun 14, 2025amended Jul 9, 2025
- MSFT Microsoft CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 22, 2025 → May 14, 2025amended Aug 20
- MSFT Microsoft CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 16, 2025 → May 14, 2025amended Aug 20
- UNH Unitedhealth Group IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 16, 2025 → May 14, 2025amended Aug 20
- ORCL Oracle CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 16, 2025 → May 14, 2025amended Aug 20
- META Meta Platforms IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 15, 2025 → May 14, 2025amended Aug 20
- 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
- AVGO Broadcom Inc. - Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 8, 2025 → May 14, 2025amended Aug 20
- 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
- COLPAL COLGATE PALMOLIVE LTD.Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 8, 2025 → May 14, 2025amended Aug 20
- AMAT Applied MaterialsOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 19, 2025 → Apr 20, 2025
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 19, 2025 → Apr 20, 2025
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 5, 2025 → Apr 20, 2025
- AXP American Express CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- LITP Sprott Lithium Miners ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- MSI Motorola SolutionsOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- ECL Ecolab IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- NVDA Nvidia CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- AMZN Amazon.com IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 26, 2025 → Mar 6, 2025
- URNM Sprott Uranium Miners ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 25, 2025 → Mar 6, 2025
- MSFT Microsoft CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 14, 2025 → Mar 6, 2025
- GOOGL Alphabet Cl AOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 13, 2025 → Mar 6, 2025
- BSX Boston Scientific CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 13, 2025 → Mar 6, 2025
- MSFT Microsoft CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 5, 2025 → Mar 6, 2025
- MA Mastercard IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 5, 2025 → Mar 6, 2025
- AXP American Express CompanyOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 5, 2025 → Mar 6, 2025
- AMZN Amazon.com IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 4, 2025 → Mar 6, 2025
- NRG NRG Energy, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 28, 2025 → Feb 8, 2025
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 28, 2025 → Feb 8, 2025
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 16, 2025 → Feb 8, 2025
- MA Mastercard Incorporated Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 14, 2025 → Feb 8, 2025
- CRM Salesforce IncOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 14, 2025 → Feb 8, 2025
- NVDA Nvidia CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jan 14, 2025 → Feb 8, 2025
- 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
- SPY SPDR S&P 500Owner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Nov 13, 2024 → Dec 17, 2024
- 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
- 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
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- MBB MBS Ishares ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- 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
- SCHP Schwab U.S. TIPS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- PALL Aberdeen Standard Physical Palladium Shares ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- CMBS iShares CMBS Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- AGZ iShares Agency Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- IVV iShares Core S&P 500 ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- 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
- 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
- TBLL Invesco Short Term Treasury ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- 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
- PPLT Aberdeen Standard Physical Platinum Shares ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Sep 6, 2024 → Oct 18, 2024
- GOOGL Alphabet Inc. - Class A Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 26, 2024 → Aug 6, 2024
- MSI Motorola Solutions, Inc. Common StockOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 26, 2024 → Aug 6, 2024
- VEA Vanguard FTSE Developed Markets ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jul 18, 2024 → Aug 6, 2024
- SCHP Schwab U.S. TIPS ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 26, 2024 → Jul 11, 2024
- 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
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 26, 2024 → Jul 11, 2024
- 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
- MSFT Microsoft CorpOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 20, 2024 → Jul 11, 2024
- SPY S&P 500 SPDROwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Jun 4, 2024 → Jul 11, 2024
- VEA Vanguard FTSE Developed Markets ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Jun 4, 2024 → Jul 11, 2024
- 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
- 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
- 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
- AMAT Applied MaterialsOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Mar 28, 2024 → May 8, 2024
- TLT iShares 20+ Year Treasury Bond ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Feb 20, 2024 → May 8, 2024
- 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
- JMBS Janus Henderson Mortgage-Backed Securities ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Apr 16, 2024 → May 7, 2024
- SCZ iShares MSCI EAFE Small-Cap ETFOwner: Joint
- Type
- Purchase
- Amount (range)
- $15,001–$50,000
- Traded → filed
- Apr 11, 2024 → May 7, 2024
- PFE Pfizer IncOwner: Self
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 20, 2023 → Jan 8, 2024
- PALL abrdn Physical Palladium Shares ETFOwner: Self
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 12, 2023 → Jan 8, 2024
- PPLT abrdn Physical Platinum Shares ETFOwner: Self
- Type
- Purchase
- Amount (range)
- $1,001–$15,000
- Traded → filed
- Dec 12, 2023 → Jan 8, 2024
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.