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 | 2026-03-27 | 116 ·>45 | Member | LDOSLeidos Holdings, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FISFidelity National Information Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CAGConAgra Brands, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMTAmerican Tower Corporation (REIT) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GPCGenuine Parts Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VICIVICI Properties Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TXNTexas Instruments Incorporated - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CBOECboe Global Markets, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SWKSSkyworks Solutions, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GE Aerospace Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KVUEKenvue Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WFCWells Fargo & Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | UDRUDR, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HUBBHubbell Inc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | OMCOmnicom Group Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NSCNorfolk Southern Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | XOMExxon Mobil Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EBAYeBay Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DUKDuke Energy Corporation (Holding Company) Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SNPSSynopsys, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BIIBBiogen Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EGEverest Group, Ltd. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PGRProgressive Corporation (The) Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ORCLOracle Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PNCPNC Financial Services Group, Inc. (The) Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CMECME Group Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BABoeing Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ORLYO'Reilly Automotive, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BSXBoston Scientific Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BBYBest Buy Co., Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMATApplied Materials, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FFord Motor Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SPGSimon Property Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LLYEli Lilly and Company Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KIMKimco Realty Corporation (HC) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ETNEaton Corporation, PLC Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BKNGBooking Holdings Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FISVFiserv, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TAPMolson Coors Beverage Company Class B Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMPAmeriprise Financial, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TPRTapestry, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CPBThe Campbell's Company - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FIXComfort Systems USA, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AFLAFLAC Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DPZDomino's Pizza Inc - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FTNTFortinet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AVGOBroadcom Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KEYKeyCorp Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LENLennar Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DDOGDatadog, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WELLWelltower Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | STXSeagate Technology Holdings PLC - Ordinary Shares (Ireland) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | YUMYum! Brands, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AAPLApple Inc. - Common Stock | Purchase | $250,001 - $500,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EMREmerson Electric Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MMM3M Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LITELumentum Holdings Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GDDYGoDaddy Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | APHAmphenol Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PANWPalo Alto Networks, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CVXChevron Corporation Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PWRQuanta Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CAHCardinal Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PSAPublic Storage Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CHTRCharter Communications, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FDXFedEx Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CBChubb Limited Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ROPRoper Technologies, Inc. - Common Stock (ROP) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | COINCoinbase Global, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DELLDell Technologies Inc. Class C Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CFCF Industries Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BXBlackstone Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GMGeneral Motors Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VVisa Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HDHome Depot, Inc. (The) Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CVSCVS Health Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BRBroadridge Financial Solutions, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | STLDSteel Dynamics, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | UNPUnion Pacific Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TRVThe Travelers Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DGXQuest Diagnostics Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GLGlobe Life Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ACMAECOM Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PMPhilip Morris International Inc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TDYTeledyne Technologies Incorporated Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ADSKAutodesk, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SJMThe J.M. Smucker Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DVADaVita Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LHLabcorp Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PTCPTC Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CIThe Cigna Group Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | RSGRepublic Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MRSHMarsh Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WDAYWorkday, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LHXL3Harris Technologies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TSLATesla, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ICEIntercontinental Exchange Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GSGoldman Sachs Group, Inc. (The) Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VRTXVertex Pharmaceuticals Incorporated - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BXPBXP, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | JNJJohnson & Johnson Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ABTAbbott Laboratories Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CCICrown Castle Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares (Ireland) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CIENCiena Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HOODRobinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AKAMAkamai Technologies, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HIGThe Hartford Insurance Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GDGeneral Dynamics Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BGBunge Limited Common Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VTRVentas, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EAElectronic Arts Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CCLCarnival Corporation Ltd. Common Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CMCSAComcast Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ORealty Income Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VZVerizon Communications Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BDXBecton, Dickinson and Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NEMNewmont Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GEVGE Vernova Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HCAHCA Healthcare, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MARMarriott International - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | POOLPool Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DASHDoorDash, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MGMMGM Resorts International Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TAT&T Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GPNGlobal Payments Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GLWCorning Incorporated Common Stock | Sale (full) | $100,001 - $250,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CTVACorteva, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KHCThe Kraft Heinz Company - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MSCIMSCI Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AXONAxon Enterprise, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMCRAmcor plc Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AONAon plc Class A Ordinary Shares (Ireland) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DOWDow Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | QQnity Electronics, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | COFCapital One Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HBANHuntington Bancshares Incorporated - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NUENucor Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | URIUnited Rentals, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | STZConstellation Brands, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LOWLowe's Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | INTCIntel Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MSIMotorola Solutions, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CTSHCognizant Technology Solutions Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | UNHUnitedHealth Group Incorporated Common Stock (DE) | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SYKStryker Corporation Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | RMDResMed Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MSMorgan Stanley Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EXPDExpeditors International of Washington, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | APDAir Products and Chemicals, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MDLZMondelez International, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NXPINXP Semiconductors N.V. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CORCencora, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CPTCamden Property Trust Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VRTVertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WABWestinghouse Air Brake Technologies Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KDPKeurig Dr Pepper Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | VRSKVerisk Analytics, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AvalonBay Communities, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | Everpure, Inc. Class A (PSTG) | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LLoews Corporation (L) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AIGAmerican International Group, Inc. New Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BACBank of America Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | COOThe Cooper Companies, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NFLXNetflix, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | INVHInvitation Homes Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ISRGIntuitive Surgical, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DRIDarden Restaurants, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PCARPACCAR Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LYBLyondellBasell Industries NV Ordinary Shares Class A (Netherlands) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LYVLive Nation Entertainment, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ALLAllstate Corporation (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TTWOTake-Two Interactive Software, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KLACKLA Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PRUPrudential Financial, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FTVFortive Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BMYBristol-Myers Squibb Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FICOFair Isaac Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FFIVF5, Inc. - Common Stock | 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.