Congressional stock trades · Member
Alan Armstrong
Senator · OK · Republican
707 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 1 annual report are below.
Current committees: Senate Committee on Health, Education, Labor, and Pensions; Senate Committee on Indian Affairs.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | 2026-08-20 | 28 | Joint | WMBWilliams Companies, Inc. (The) Common Stock Option Type: Call Strike price: $75.00 Expires: 2026-08-21 | Purchase | $15,001 - $50,000 | eFD → |
| 2026-09-17 | 2026-08-19 | 29 | Joint | WMBWilliams Companies, Inc. (The) Common Stock Option Type: Call Strike price: $75.00 Expires: 2026-08-21 | Purchase | $1,001 - $15,000 | eFD → |
| 2026-09-17 | 2026-08-14 | 34 | Joint | AvalonBay Communities, Inc. Common Stock (AVB) (Exchanged) VMRK - Vivmark Residential Common Shares of Beneficial Interest (Received) | Exchange | $1,001 - $15,000 | eFD → |
| 2026-09-17 | 2026-08-04 | 44 | Joint | EAElectronic Arts Inc. (EA) | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-06-24 | 27 | Joint | WMBWilliams Companies, Inc. (The) Common Stock | Sale (partial) | $5,000,001 - $25,000,000 | eFD → |
| 2026-07-21 | 2026-06-22 | 29 | Joint | WMBWilliams Companies, Inc. (The) Common Stock Option Type: Call Strike price: $75.00 Expires: 2026-08-21 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Heineken NV Sponsored ADR (HEINY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | BHPBHP Group Limited (BHP) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | SCMWYSwisscom AG Sponsored ADR (SCMWY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Unicredit SPA Unsponsored ADR (UNCRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Wise plc Sponsored ADR (WIZEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Hensoldt AG ADR (HAGHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Glencore plc Unsponsored ADR (GLNCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Zurich Insurance Group Ltd Sponsored ADR (ZURVY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Royal KPN N.V. Sponsored ADR (KKPNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | SANBanco Santander, S.A. Sponsored ADR (Spain) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Compagnie Financiere Richemont AG ADR (CFRUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | NVSNovartis AG Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Rolls Royce Holdings plc Sponsored ADR (RYCEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Henkel AG & Co KGAA Sponsored ADR (HENKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Carrefour SA Sponsored ADR (CRRFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Air Liquide ADR France (AIQUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | SAPSAP SE Sponsored ADR (SAP) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | AZNAstraZeneca PLC Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | Schneider Electric SE Unsponsored ADR (SBGSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-31 | 112 ·>45 | Member | DSV A/S ADR (DSDVY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Chugai Pharmaceutical Ltd DDR (CHGCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BTDPYBarratt Redrow plc ADR (BTDPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Prysmian SPA ADR (PRYMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | South32 Ltd Sponsored ADR (SOUHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sandvik AB Sponsored ADR (SDVKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Legal & General Group plc Sponsored ADR (LGGNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | VAT Group AG Unsponsored ADR (VACNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Safran SA ADR (SAFRY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | LOGILogitech International S.A. - Registered Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daiichi Life Holdings Inc Unsponsored ADR (DLICY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | CAJPYCanon Inc ADR Japan Sponsored (CAJPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | AZNAstraZeneca PLC Ordinary Shares | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | FMSFresenius Medical Care AG (FMS) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Astellas Pharma Inc ADR (ALPMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | EAElectronic Arts Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Fujitsu Ltd ADR New Japan (FJTSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Holcim Ltd Sponsored ADR (HCMLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Svenska Handelbanken AB ADR (SVNLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Capcom Co Ltd Unsponsored ADR (CCOEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | UBERUber Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | FSNUYFresenius SE & Company Sponsored ADR (FSNUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RIORio Tinto Plc Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | J. Sainsbury plc Sponsored ADR (JSAIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | AIB Group ADR (AIBGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | GSKGlaxo Wellcome plc ADR (GSK) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DBDeutsche Bank AG Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kirin Holdings Ltd Sponsored ADR (KNBWY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Munich Re Group ADR (MURGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Deutsche Boerse ADR (DBOEY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | KMBKimberly-Clark Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Shin Etsu Chemical Co Ltd ADR (SHECY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RYAAYRyanair Holdings plc (RYAAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Cochlear Ltd ADR (CHEOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Land Secs Group plc ADR (LDSCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daikin Industries Ltd ADR (DKILY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Techtronic Industries Sponsored ADR Hong Kong (TTNDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsubishi Electric Corporation ADR Japan (MIELY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | LSEGYLondon Stock Exchange Group Sponsored ADR (LSEGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sonic Healthcare Ltd Sponsored ADR (SKHHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Schneider Electric SE Unsponsored ADR (SBGSY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | STLAStellantis N.V. Common Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SCMWYSwisscom AG Sponsored ADR (SCMWY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Alfa Laval AB Sweden ADR (ALFVY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Overseas-Chinese Bank ADR (OVCHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Unicredit SPA Unsponsored ADR (UNCRY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SNYSanofi - American Depositary Shares | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Rheinmetall AG ADR (RNMBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SMC Corp Sponsored ADR (SMCAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Commerzbank AG Sponsored ADR (CRZBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Pernod Ricard SA Sponsored ADR (PRNDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Rolls Royce Holdings plc Sponsored ADR (RYCEY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Skanska AB Sponsored ADR (SKBSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | UNVGYUniversal Music Group ADR (UNVGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | VRSNVeriSign, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | PNDRYPandora A/S ADR (PNDRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ABN Amro Bank (AAVMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BAESYBAE Systems plc Sponsored ADR (BAESY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RSHGYResona Holdings Inc ADR (RSHGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kubota Corporation ADR Japan (KUBTY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Oriental Land Co Ltd Unsponsored ADR (OLCLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | 3I Group PLC (TGOPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TKOMYTokio Marine Holdings Inc Sponsored (TKOMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Credit Agricole SA ADR (CRARY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NTT Inc Sponsored ADR (NTTYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sysmex Corporation Unsponsored ADR (SSMXY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ORANYOrange Sponsored ADR (ORANY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DSV A/S ADR (DSDVY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sodexo ADR (SDXAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Shimano Inc Unsponsored ADR (SMNNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | LRCXLam Research Corporation (LRCX) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Julius Baer Group Ltd ADR (JBAXY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | IHGIntercontinental Hotels Group American (IHG) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ICLICL Group Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | LY Corporation ADR (YAHOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SGS SA ADR Unsponsored (SGSOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Fortescue Metals Group Ltd Sponsored ADR (FSUGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Admiral Group ADR (AMIGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Telstra Group Ltd Sponsored ADR (TLGPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Norsk Hydro A.S. New Norway Sponsored ADR (NHYDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SFGYYSony Financial Group Inc Sponsored ADR (SFGYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Wilmar International Ltd AADR (WLMIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SMFGSumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Orkla ASA Sponsored ADR (ORKLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SESea Limited (SE) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Loreal Company ADR France (LRLCY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | KBGGYKongsberg Gruppen ASA ADR (KBGGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Dr. Ing. h.c. F. Porsche AG Unsponsored ADR (DRPRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Bureau Veritas SA Unsponsored ADR (BVVBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ABBNYABB Ltd. (ABBNY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NVSNovartis AG Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Atlas Copco AB New Series B Sponsored ADR (ATLCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | IHI Corporation Unsponsored ADR (IHICY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Shiseido Co Ltd Sponsored ADR Japan (SSDOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Asahi Kaisei Corp Unsponsored ADR (AHKSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | HLNHaleon plc Sponsored ADR (HLN) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sonova Holding AG ADR (SONVY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Hennes & Mauritz AB ADR (HNNMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Computershare Ltd Sponsored ADR (CMSQY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Panasonic Corporation ADR (PCRHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Saab AB ADR (SAABY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Industria De Diseno Textil Inditex ADR (IDEXY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kao Corporation Unsponsored ADR (KAOOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | United Overseas Bank Ltd Sponsored ADR Singapore (UOVEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | WTKWYWolters Kluwer NV Sponsored ADR (WTKWY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ULUnilever PLC (UL) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Suzuki Motor Corporation Ltd ADR (SZKMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | GSGoldman Sachs Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sampo OYJ ADR (SAXPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Deutsche Post AG Sponsored ADR (DHLGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | East Japan Railway Co ADR (EJPRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | International Consolidated Airlines Group Sponsored ADR (ICAGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Macquarie Group Ltd Unsponsored ADR (MQBKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nippon Steel Corporation Unsponsored ADR (NPSCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Societe Generale France Sponsored ADR (SCGLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Assicurazioni Generali SpA ADR (ARZGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Boliden AB AR (BDNNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BZLFYBunzl plc New Sponsored ADR (BZLFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Assa Abloy AB ADR (ASAZY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Capgemini SE Unsponsored (CGEMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | MS&AD Insurance Group Holdings ADR (MSADY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TELNYTelenor ASA ADR (TELNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsui Fudosan Co Ltd ADR (MTSFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Glencore plc Unsponsored ADR (GLNCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Compass Group plc Sponsored ADR (CMPGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | HMCHonda Motor Company, Ltd. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Eisai Co Ltd ADR (ESAIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Lonza Group AG ADR (LZAGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Volkswagen AG Unsponsored ADR (VWAPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Lynas Rare Earths Ltd Sponsored ADR (LYSDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Michelin Compagnie Generale ADR (MGDDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Ageas SA - ADR (AGESY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Essilorluxottica ADR (ESLOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ESLTElbit Systems Ltd. - Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Symrise AG ADR (SYIEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nordea BK ABP Sponsored ADR (NRDBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Renesas Electronic Corp ADR (RNECY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | GALDYGalderma Group AG Sponsored ADR (GALDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RTORentokil Initial plc (RTO) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Fast Retailing Co Ltd ADR (FRCOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsui Osk Lines Ltd Unsponsored ADR (MSLOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Siemens AG Sponsored ADR (SIEGY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kingfisher plc Sponsored ADR (KGFHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SMTOYSumitomo Electric Industries Ltd ADR Japan (SMTOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Shionogi & Co Ltd ADR (SGIOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Carrefour SA Sponsored ADR (CRRFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Coloplast AS Sponsored ADR (CLPBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | QBE Insurance Group Ltd Sponsored ADR (QBIEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | HSBCHSBC Holdings, plc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Bayer AG Sponsored ADR (BAYRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Central Japan RAI ADR (CJPRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | AXA ADR (AXAHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Singapore Airlines Ltd ADR (SINGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NBISNebius Group N.V. - Class A Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SMERYSiemens Energy AG Sponsored ADR (SMERY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | CHKPCheck Point Software Technologies Ltd. - Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Vestas Wind Systems A/S ADR (VWDRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Pan Pacific International Holdings Corporation ADR (DQJCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Informa plc Sponsored ADR (IFJPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsubishi Heavy Industries Ltd ADR (MHVIY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | KXIAYKioxia Holdings Corporation ADR (KXIAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RBGLYReckitt Benckiser Group plc Sponsored ADR (RBGLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Brenntag Se Unsponsored ADR (BNTGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ATEYYAdvantest Corp (ATEYY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | LYGLloyds Banking Group Plc American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Danske Bank A/S Sponsored ADR (DNKEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kawaski Heavy Industries Sponsored ADR (KWHIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Unicharm Corporation Sponsored ADR (UNICY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Moncler SPA Unsponsored ADR (MONRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Otsuka Holdings Co Ltd Unsponsored ADR (OTSKY) | Purchase | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2026 report.
144 assets with a value on the report filed 2026-07-21, 89 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| UBS | Other | Joint | $50,001 - $100,000 |
| ABTAbbott Laboratories Common Stock | Stock | Joint | $15,001 - $50,000 |
| ABBVAbbVie Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| ACMAECOM Common Stock | Stock | Joint | $15,001 - $50,000 |
| APDAir Products and Chemicals, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Joint | $100,001 - $250,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Joint | $100,001 - $250,000 |
| American Tower Corporation (REIT) Common Stock | Other | Joint | $1,001 - $15,000 |
| AMGNAmgen Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| AAPLApple Inc. - Common Stock | Stock | Joint | $100,001 - $250,000 |
| TAT&T Inc. | Stock | Joint | $1,001 - $15,000 |
| BLKBlackRock, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Joint | $100,001 - $250,000 |
| CDNSCadence Design Systems, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| CVXChevron Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| CMECME Group Inc. - Class A Common Stock | Stock | Joint | $1,001 - $15,000 |
| GLWCorning Incorporated Common Stock | Stock | Joint | $100,001 - $250,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Joint | $1,001 - $15,000 |
| CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Stock | Joint | $50,001 - $100,000 |
| CMICummins Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| DGDollar General Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| DASHDoorDash, Inc. - Common Stock | Stock | Joint | $15,001 - $50,000 |
| DUKDuke Energy Corporation (Holding Company) Common Stock | Stock | Joint | $15,001 - $50,000 |
| EQIXEquinix, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| EXPEExpedia Group, Inc. - Common Stock | Stock | Joint | $15,001 - $50,000 |
| XOMExxonMobil Holdings Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| FASTFastenal Company - Common Stock | Stock | Joint | $1,001 - $15,000 |
| GEVGE Vernova Inc. Common Stock | Stock | Joint | $100,001 - $250,000 |
| GILDGilead Sciences, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares) | Stock | Joint | $1,001 - $15,000 |
| HDHome Depot, Inc. (The) Common Stock | Stock | Joint | $50,001 - $100,000 |
| JNJJohnson & Johnson Common Stock | Stock | Joint | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Joint | $100,001 - $250,000 |
| KMIKinder Morgan, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| LDOSLeidos Holdings, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| LLYEli Lilly and Company Common Stock | Stock | Joint | $50,001 - $100,000 |
| LINLinde plc - Ordinary Shares | Stock | Joint | $50,001 - $100,000 |
| MRSHMarsh Common Stock | Stock | Joint | $1,001 - $15,000 |
| MAMastercard Incorporated Common Stock | Stock | Joint | $50,001 - $100,000 |
| MCDMcDonald's Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| MDTMedtronic plc. Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock (new) | Stock | Joint | $50,001 - $100,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Joint | $50,001 - $100,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Joint | $100,001 - $250,000 |
| MDLZMondelez International, Inc. - Class A Common Stock | Stock | Joint | $1,001 - $15,000 |
| MSMorgan Stanley Common Stock | Stock | Joint | $1,001 - $15,000 |
| NDAQNasdaq, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| NTAPNetApp, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| NEENextEra Energy, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Joint | $100,001 - $250,000 |
| PAYXPaychex, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| PEPPepsiCo, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| PSXPhillips 66 Common Stock | Stock | Joint | $50,001 - $100,000 |
| PNCPNC Financial Services Group, Inc. (The) Common Stock | Stock | Joint | $50,001 - $100,000 |
| PGProcter & Gamble Company (The) Common Stock | Stock | Joint | $50,001 - $100,000 |
| PGRProgressive Corporation (The) Common Stock | Stock | Joint | $15,001 - $50,000 |
| PLDPrologis, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| Pure Storage Inc. (PSTG) | Stock | Joint | $50,001 - $100,000 |
| QCOMQUALCOMM Incorporated - Common Stock | Stock | Joint | $1,001 - $15,000 |
| NOWServiceNow, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| SWKStanley Black & Decker, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| SBUXStarbucks Corporation - Common Stock | Stock | Joint | $1,001 - $15,000 |
| SYKStryker Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| SYYSysco Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| TMUST-Mobile US, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| TDYTeledyne Technologies Incorporated Common Stock | Stock | Joint | $50,001 - $100,000 |
| TSLATesla, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| TXNTexas Instruments Incorporated - Common Stock | Stock | Joint | $1,001 - $15,000 |
| TJXTJX Companies, Inc. (The) Common Stock | Stock | Joint | $1,001 - $15,000 |
| TTTrane Technologies plc | Stock | Joint | $50,001 - $100,000 |
| WMTWalmart Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| WMWaste Management, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| iShares Preferred and Income Securities ETF | Fund | Joint | $1,001 - $15,000 |
| TTWOTake-Two Interactive Software, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| ADBEAdobe Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| TXTTextron Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| UBS | Other | Joint | $1,001 - $15,000 |
| UBS | Other | Joint | $5,000,001 - $25,000,000 |
| AAPLApple Inc. - Common Stock | Stock | Joint | $100,001 - $250,000 |
| BOKFBOK Financial Corporation - Common Stock | Stock | Joint | $100,001 - $250,000 |
| CATCaterpillar, Inc. Common Stock | Stock | Joint | $1,000,001 - $5,000,000 |
| COPConocoPhillips Common Stock | Stock | Joint | $500,001 - $1,000,000 |
| DVNDevon Energy Corporation Common Stock | Stock | Joint | $50,001 - $100,000 |
| FDXFedEx Corporation Common Stock | Stock | Joint | $50,001 - $100,000 |
| RACEFerrari N.V. Common Shares | Stock | Joint | $50,001 - $100,000 |
| HDHome Depot, Inc. (The) Common Stock | Stock | Joint | $100,001 - $250,000 |
| HONHoneywell International Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| LVMH Moet Hennessy (LVMUY) | Other | Joint | $50,001 - $100,000 |
| PFEPfizer, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| SOLSSolstice Advanced Materials Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| Invesco QQQ Trust, Series 1 | Fund | Joint | $250,001 - $500,000 |
| iShares Core S&P 500 ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares Core Dividend Growth ETF | Fund | Joint | $250,001 - $500,000 |
| The Health Care Select Sector SPDR Fund | Fund | Joint | $100,001 - $250,000 |
| Vanguard Small-Cap Index Fund - ETF Shares | Fund | Joint | $1,000,001 - $5,000,000 |
| Vanguard Mid-Cap Index Fund - ETF Shares | Fund | Joint | $250,001 - $500,000 |
| Vanguard Emerging Markets Stock Index Fund - ETF Shares | Fund | Joint | $250,001 - $500,000 |
| Vanguard Total World Stock Index Fund - ETF Shares | Fund | Joint | $500,001 - $1,000,000 |
| NEW WORLD FUND INC - Class F-3 | Fund | Joint | $100,001 - $250,000 |
| International Core Equity 2 Portfolio - Institutional Class | Fund | Joint | $250,001 - $500,000 |
| U.S. SMALL CAP PORTFOLIO - U.S. SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS | Fund | Joint | $250,001 - $500,000 |
| Dodge & Cox Stock Fund - Class I | Fund | Joint | $1,000,001 - $5,000,000 |
| Harding Loevner International Equity Portfolio - Institutional | Fund | Joint | $250,001 - $500,000 |
| JPMorgan Equity Income Fund - Class I | Fund | Joint | $500,001 - $1,000,000 |
| Lazard Global Listed Infrastructure Portfolio - Institutional Shares | Fund | Joint | $100,001 - $250,000 |
| Dodge & Cox Income Fund - Class I | Fund | Joint | $100,001 - $250,000 |
| DBCInvesco DB Commodity Index Tracking Fund | Fund | Joint | $500,001 - $1,000,000 |
| The Health Care Select Sector SPDR Fund | Fund | Joint | None (or less than $1,001) |
| Dodge & Cox Global Stock Fund - Class I | Fund | Joint | None (or less than $1,001) |
| Palmer Square Ultra-Short Duration Investment Grade Fund | Fund | Joint | None (or less than $1,001) |
| UBS | Other | Joint | $1,000,001 - $5,000,000 |
| WMBWilliams Companies, Inc. (The) Common Stock | Stock | Joint | Over $50,000,000 |
| BOKF - BOK Financial Corporation - Common Stock | Stock | Member | $250,001 - $500,000 |
| CEGConstellation Energy Corporation - Common Stock When-Issued | Stock | Member | $15,001 - $50,000 |
| Mapleview Investors II LLC | Other | Member | $250,001 - $500,000 |
| UBS | Other | Spouse | $100,001 - $250,000 |
| GCM Grosvenor China Harvest III Feeder Fund, L.P. | Other | Spouse | $15,001 - $50,000 |
| Morgan Stanley | Other | Spouse | $15,001 - $50,000 |
| Hedgefocus York Credit Opp LP | Other | Spouse | $1,001 - $15,000 |
| PB CEP IV Feeder LP | Other | Spouse | $100,001 - $250,000 |
| PB CEP IV Feeder LP CPV | Other | Spouse | $15,001 - $50,000 |
| UBS | Other | Spouse | $1,001 - $15,000 |
| Family house | Other | Spouse | $250,001 - $500,000 |
| Family house 2 | Other | Spouse | $500,001 - $1,000,000 |
| Family house 3 | Other | Spouse | $250,001 - $500,000 |
| UBS | Other | Joint | $15,001 - $50,000 |
| Steamboat Springs property | Other | Joint | $5,000,001 - $25,000,000 |
| Steamboat Springs ranch | Other | Joint | $5,000,001 - $25,000,000 |
| UBS | Other | Joint | $100,001 - $250,000 |
| UBS | Other | Member | $1,001 - $15,000 |
| UBS | Other | Member | $1,001 - $15,000 |
| iShares Core S&P 500 ETF | Fund | Member | $100,001 - $250,000 |
| WSMDX - William Blair Small-Mid Cap Growth Fund - Class I | Fund | Member | $100,001 - $250,000 |
| LSV Small Cap Value Fund - Institutional Class Shares | Fund | Member | $100,001 - $250,000 |
| FDVAX - Fidelity Advisor Diversified International Fund - Class A | Fund | Member | $1,000,001 - $5,000,000 |
| T. Rowe Price Large-Cap Growth Fund | Fund | Member | $250,001 - $500,000 |
| Prudential Core Plus Bond Fund 5 | Fund | Member | $15,001 - $50,000 |
| VTWNX - Vanguard Target Retirement 2020 Fund - Investor Shares | Fund | Member | $100,001 - $250,000 |
| Fidelity Investments | Other | Member | $500,001 - $1,000,000 |
| Fidelity Investments | Other | Member | $5,000,001 - $25,000,000 |
| WMBWilliams Companies, Inc. (The) Common Stock | Stock | Member | $5,000,001 - $25,000,000 |
| WMBWilliams Companies, Inc. (The) Common Stock | Stock | Member | $5,000,001 - $25,000,000 |
How reports are read: holdings methodology.