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 |
|---|---|---|---|---|---|---|---|
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NOKNokia Corporation Sponsored American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Softbank Group Corp ADR (SFTBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsubishi Estate Ltd ADR (MITEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daifuku Co Ltd ADR (DFKCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NICENICE Ltd - (NICE) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Knorr-Bremse Unsponsored ADR (KNRRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Japan Tobacco Inc Unsponsored ADR (JAPAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | MFGMizuho Financial Group, Inc. Sponosred ADR (Japan) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | PUKPrudential plc ADR United Kingdom (PUK) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Bridgestone Corporation Ltd ADR Japan (BRDCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Wesfarmers Ltd Unsponsored ADR (WFAFY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daimler Truck Holding AG Sponsored ADR (DTRUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Avolta AG ADR (DUFRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kone Oyj ADR (KNYJY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ERICEricsson - ADR (ERIC) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | UPM Kymmene Corporation ADR (UPMMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | IFNNYInfineon Technologies ADR (IFNNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Vinci S.A. ADR (VCISY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Subaru Corporation Unsponsored ADR (FUJHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Telecom Italia SPA Sponsored (TIIAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsui & Co Ltd ADR Japan (MITSY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SONYSony Group Corporation American Depositary Shares | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Asics Corp Unsponsored ADR (ASCCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Givaudan SA ADR (GVDNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TELFYTelefonica SA Sponsored ADR (TELFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Hermes International SCA ADR (HESAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Coca-Cola HBC AG ADR (CCHGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Roche Holdings Ltd Sponsored ADR (RHHBY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Singapore Exchange Ltd ADR (SPXCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Recruit Holdings Co Ltd Unsponsored ADR (RCRUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DBS Group Holdings Ltd Sponsored ADR (DBSDY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | UCB SA ADR (UCBJY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Denso Corporation ADR (DNZOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daiwa House Industries Ltd ADR Japan (DWAHY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Heineken NV Sponsored ADR (HEINY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | PSOPearson, Plc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ORLYO'Reilly Automotive, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | CIENCiena Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Marubeni Corporation ADR Japan (MARUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Volvo AB-A Unsponsored ADR (VLVLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Compagnie de Saint-Gobain ADR (CODYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | KDDI Corporation ADR (KDDIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Bandai Namco Holdings Inc ADR (NCBDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Erste Group Bank AG Sponsored ADR (EBKDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Komatsu Ltd Sponsored ADR (KMTUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ANZ Group Holdings LTD Sponsored ADR (ANZGY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sumitomo Mitsui Trust Group Inc Sponsored ADR (SUTNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nomura Research Institute Ltd ADR (NRILY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DSM Firmenich AG Sponsored ADR (DSFIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | IXORIX Corporation American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NVONovo Nordisk A/S Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | National Australia Bank Ltd Sponsored ADR (NABZY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NN Group NV Unsponsored ADR (NNGRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Stora Enso Oyj ADR (SEOAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Fuji Film Holding Corporation ADR (FUJIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DEODiageo plc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Leonardo SPA ADR (FINMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Legrand SA Unsponsored ADR (LGRDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sekisui House Ltd Sponsored ADR (SKHSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | STMSTMicroelectronics N.V. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | VODVodafone Group Plc (VOD) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TEVATeva Pharmaceutical Industries Limited American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | GMABGenmab A/S - American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DNB BK ASA Sponsored ADR (DNBBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Swedbank AB ADR (SWDBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Cellnex Telecom SAU Unsponsored ADR (CLLNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Commonwealth Bank Australia Sponsored ADR (CMWAY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Itochu Corporation ADR Japan (ITOCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BMWKYBayerische Motors Werke AG ADR (BMWKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DGXQuest Diagnostics Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Air Liquide Ord ADR (AIQUY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Swiss Re Ltd Sponsored ADR (SSREY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Carlsberg AS Sponsored ADR (CABGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sumitomo Metal Mining Co Ltd Unsponsored ADR (SMMYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daiichi Sankyo Co Ltd Sponsored ADR (DSNKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Thales Unsponsored ADR (THLLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Amadeus IT Group Unsponsored ADR (AMADY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Bankinter SA Sponsored ADR (BKNIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TAKTakeda Pharmaceutical Company Limited (TAK) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Airbus SE (EADSY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Atlas Copco AB New Shares Representing Series A Common Stock (Sponsored) (ATLKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nexon Company Ltd Unsponsored ADR (NEXOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Japan Exchange Group Inc Unsponsored ADR (JPXGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nippon Yusen Kabushiki Sponsored ADR (NPNYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Terumo Corporation ADR (TRUMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Swatch Group AG ADR (SWGAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RACEFerrari N.V. Common Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Hannover Rueck SE Sponsored ADR (HVRRY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Bouygues SA ADR (BOUYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NWGNatWest Group plc (NWG) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Boc Hong Kong Holdings Ltd Sponsored ADR (BHKLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | A P Mollar-Maersk (AMKBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | AIA Group Limited (AAGIY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sandoz Group AG Sponsored ADR (SDZNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Caixabank Unsponsored ADR (CAIXY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Toray Industries ADR Japan (TRYIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Wise plc Sponsored ADR (WIZEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | adidas AG (ADDYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DLAKYDeutsche Lufthansa AG Sponsored ADR (DLAKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Danone Sponsored ADR (DANOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | KBC Group NV ADR (KBCSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kyocera Corporation ADR Japan (KYOCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Tokyo Electron Ltd ADR (TOELY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | WELLWelltower Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BBVABanco Bilbao Vizcaya Argentaria S.A. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Intesa Sanpaolo Sponsored ADR (ISNPY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | YARIYYara International ASA Sponsored ADR (YARIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Jeronimo Martins SGPS SA ADR (JRONY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Swire Pacific Ltd Sponsored ADR (SWRAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Hong Kong Exchanges & Clearing Ltd ADR (HKXCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mercedes-Benz Group AG Unsponsored ADR (MBGYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | AERAerCap Holdings N.V. Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Fanuc Corporation ADR (FANUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BNP Paribas SA ADR (BNPQY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Koninklijke Ahold Delhaize NV Sponsored ADR (ADRNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Mitsubishi Corporation ADR (MTSUY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Daito Trust Construction Sponsored ADR (DIFTY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NMRNomura Holdings Inc ADR American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Royal KPN N.V. Sponsored ADR (KKPNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Lasertec Corporation ADR (LSRCY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Halma plc Unsponsored ADR (HALMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | PHGKoninklijke Philips NV Sponsored ADR (PHG) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ASX Ltd ADR (ASXFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SCHWCharles Schwab Corporation (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | INGING Group, N.V. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Epiroc Aktiebolag Class A Sponsored ADR (EPOAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | UBSUBS Group AG Registered Ordinary Shares | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Associated British Foods plc ADR (ASBFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Softbank Corp Unsponsored ADR (SOBKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Hexagon AB Unsponsored ADR (HXGBY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Adyen ADR (ADYEY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BHPBHP Group Limited (BHP) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nintendo Ltd ADR Japan (NTDOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Ebara Corporation ADR (EBCOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Seven & I Holdings Co Ltd ADR (SVNDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | HTHIYHitachi Ltd ADR Japan (HTHIY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BCSBarclays plc ADR (BCS) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TDK Corp ADR Japan (TTDKY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Jardine Matheson Holdings Unsponsored ADR (JMHLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Allianz SE ADR (ALIZY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | BASF SE Sponsored ADR (BASFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | RELXRELX plc (RELX) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Hoya Corporation Sponsored ADR (HOCPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TSLATesla, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SPOTSpotify Technology S.A. Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Isuzu Motor Company Ltd ADR (ISUZY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Telia Co AB ADR (TLSNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Aeon ADR (AONNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ACS Actividades De Construccion Y Servicios (ACSAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Qantas Airways Ltd Sponsored ADR (QABSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Aena SME ADR (ANYYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Standard Chartered plc ADR (SCBFY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ARGXargenx SE - American Depositary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Zurich Insurance Group Ltd Sponsored ADR (ZURVY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Tesco Stores Holdings (TSCDY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Indra Sistemas ADR (ISMAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SAPSAP SE ADS | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Geberit AG ADR (GBERY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Vonovia SE ADR (VONOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SNNSmith & Nephew SNATS, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Prosus NV Sponsored ADR (PROSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Smiths Group plc Sponsored ADR (SMGZY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Aviva plc ADR (AVVIY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Experian plc Sponsored ADR (EXPGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | CK Hutchison Holdings Ltd Unsponsored ADR (CKHUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Alstom ADR (ALSMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Evolution AB Unsponsored ADR (EVVTY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sun Hung Kai Properties Ltd Sponsored ADR (SUHJY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Publicis Groupe S.A. New Sponsored ADR (PUBGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | DTEGYDeutsche Telekom AG DE Sponsored ADR (DTEGY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Murata MFG Co Ltd ADR (MRAAY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | ALCAlcon Inc. Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kering SA Unsponosred ADR (PPRUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Brambles Ltd Sponsored ADR (BXBLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | TMToyota Motor Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Heidelbergcement AG ADR Sponsored (HDLMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Disco Corporation Unsponsored ADR (DSCSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Renault SA Unsponsored ADR (RNLSY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Barry Callebaut AG Unsponsored ADR (BRRLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Anglo American plc Sponsored ADR (NGLOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | MTArcelor Mittal NY Registry Shares NEW | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Nestle SA Sponsored ADR (NSRGY) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | SANBanco Santander, S.A. Sponsored ADR (Spain) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sage Group plc Unsponsored ADR (SGPYY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Singapore Telecom Ltd New Sponsored ADR (SGAPY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Compagnie Financiere Richemont AG ADR (CFRUY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Novonesis B ADR (NVZMY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Dassault Systems SA Sponsored ADR (DASTY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Kuehne & Nagel International AG ADR (KHNGY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Henkel AG & Company KGAA PFD Sponsored ADR (HENOY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | CSLLYCSL Ltd Sponsored ADR (CSLLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Secom Ltd ADR Japan (SOMLY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | Sompo Holdings Inc Unsponsored ADR (SMPNY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | OBICYObic Co Ltd ADR (OBICY) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | CCEPCoca-Cola Europacific Partners plc - Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-30 | 113 ·>45 | Member | MNDYmonday.com Ltd. - Ordinary Shares | 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.