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 | EXPEExpedia Group, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DEDeere & Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CPRTCopart, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PFGPrincipal Financial Group Inc - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TFCTruist Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | REGRegency Centers Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GENGen Digital Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EMEEMCOR Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CDNSCadence Design Systems, Inc. - Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HUMHumana Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | RCLRoyal Caribbean Cruises Ltd. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HONHoneywell International Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | Hologic, Inc. (HOLX) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WYNNWynn Resorts, Limited - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MAAMid-America Apartment Communities, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BENFranklin Resources, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | METMetLife, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | UPSUnited Parcel Service, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TERTeradyne, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ABNBAirbnb, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DHRDanaher Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SYFSynchrony Financial Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FCXFreeport-McMoRan, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HWMHowmet Aerospace Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DOCHealthpeak Properties, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DLRDigital Realty Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NOCNorthrop Grumman Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ZBHZimmer Biomet Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FRTFederal Realty Investment Trust Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MRKMerck & Company, Inc. Common Stock (new) | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DOVDover Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ABBVAbbVie Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NVDANVIDIA Corporation - Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HPEHewlett Packard Enterprise Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TXTTextron Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HLTHilton Worldwide Holdings Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | RTXRTX Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PEPPepsiCo, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | APOApollo Global Management, Inc. (New) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TDGTransdigm Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SOLVSolventum Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HPQHP Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | UHSUniversal Health Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | INTUIntuit Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PAYXPaychex, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | EWEdwards Lifesciences Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NEENextEra Energy, Inc. Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMGNAmgen Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ESSEssex Property Trust, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KKRKKR & Co. Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SCHWCharles Schwab Corporation (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NDAQNasdaq, Inc. - Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MAMastercard Incorporated Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SNASnap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PHParker-Hannifin Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MOSMosaic Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GEHCGE HealthCare Technologies Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | DISWalt Disney Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | OTISOtis Worldwide Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SPGIS&P Global Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | SNDKSandisk Corporation - Common Stock When-Issued | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ACGLArch Capital Group Ltd. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WMTWalmart Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FOXAFox Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CSXCSX Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | FSLRFirst Solar, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ANETArista Networks, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | LINLinde plc - Ordinary Shares | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PGProcter & Gamble Company (The) Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | CCitigroup, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | WDCWestern Digital Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HSYThe Hershey Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | JPMJP Morgan Chase & Co. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMEAMETEK, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MCHPMicrochip Technology Incorporated - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | BNYBank of New York Mellon Corp (BK) | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | HASHasbro, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PSXPhillips 66 Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TTTrane Technologies plc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AJGArthur J. Gallagher & Co. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GILDGilead Sciences, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TMUST-Mobile US, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KOCoca-Cola Company (The) Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MUMicron Technology, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | TMOThermo Fisher Scientific Inc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | NOWServiceNow, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AMDAdvanced Micro Devices, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | KMIKinder Morgan, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | PLTRPalantir Technologies Inc. - Class A Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | GISGeneral Mills, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | APPApplovin Corporation - Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | ADIAnalog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-07-21 | 2026-03-27 | 116 ·>45 | Member | AZOAutoZone, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | HONHoneywell International Inc. - Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | SOLSSolstice Advanced Materials Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | LVMH Moet Hennessy Louis ADR (LVMUY) | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | HDHome Depot, Inc. (The) Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | PFEPfizer, Inc. Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | DVNDevon Energy Corporation Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | RACEFerrari N.V. Common Shares | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-07-21 | 2026-03-24 | 119 ·>45 | Member | FDXFedEx Corporation Common Stock | Sale (full) | $50,001 - $100,000 | 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.