Congressional stock trades · Member
John R. Curtis
Senator · UT · Republican
360 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 9 annual reports are below.
Current committees: Senate Committee on Commerce, Science, and Transportation; Senate Committee on Environment and Public Works; Senate Committee on Foreign Relations; Senate Committee on Small Business and Entrepreneurship.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-06-02 | 28 | Joint | SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON Rate/Coupon: 4.0% Matures: 2032-12-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | WEST CENTRAL IN SCH BLDG AD VALOREM PPTY Rate/Coupon: 4.0% Matures: 2039-07-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | UBS AG LONDON BRH TRIGGER CONTIN CYN Rate/Coupon: 10% Matures: 2029-05-17 | Purchase | $100,001 - $250,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | CALIFORNIA ST VARIOUS PURP RFDG Rate/Coupon: 4.0% Matures: 2037-03-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | MISSISSIPPI ST SER Rate/Coupon: 4.0% Matures: 2036-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | JPMORGAN CHASE FINL CO CONTIN INT Rate/Coupon: 9.85% Matures: 2029-05-17 | Purchase | $100,001 - $250,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | METROPOLITAN TRANSN AUTH NY REV RFDG Rate/Coupon: 5.0% Matures: 2034-11-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Spouse | GEORGIA ST SER Rate/Coupon: 4.0% Matures: 2034-07-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG Rate/Coupon: 4.0% Matures: 2036-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | HENNEPIN CNTY MN SALES TAX REV Rate/Coupon: 5.0% Matures: 2039-12-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | COLORADO ST CTF PARTN RURAL SER Rate/Coupon: 4.0% Matures: 2037-12-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | ONSLOW CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2035-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | COLO NESCO CMNTY SCH DIST Rate/Coupon: 3.0% Matures: 2031-06-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | OLATHE KS IMPT RFDG Rate/Coupon: 3.0% Matures: 2032-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | UTAH CNTY UT TRANSN SALES TAX RFDG Rate/Coupon: 4.0% Matures: 2038-12-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | SULLIVAN CNTY PA SCH DIST Rate/Coupon: 3.0% Matures: 2028-04-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | PENN IN HIGH SCH BLDG CORP 1ST MTG Rate/Coupon: 4.0% Matures: 2034-07-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | SOUTH CAROLINA TRANSN INFRA BK REV RFDG Rate/Coupon: 4.0% Matures: 2033-10-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | CALIFORNIA ST UNIV REV STWIDE SER Rate/Coupon: 5.0% Matures: 2035-11-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | ROMEOVILLE IL B/E CPN Rate/Coupon: 4.0% Matures: 2038-12-30 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST Rate/Coupon: 4.0% Matures: 2034-12-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | HENDERSON CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2034-06-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG Rate/Coupon: 4.0% Matures: 2033-07-15 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | TEXAS WTR DEV BRD ST REVLVG Rate/Coupon: 4.0% Matures: 2034-08-01 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-06-30 | 2026-06-02 | 28 | Joint | CITIGROUP GLBL MKTS HLDG CONTIN EQTY SECS Rate/Coupon: 11% Matures: 2029-05-17 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-08-13 | 2024-12-11 | 245 ·>45 | Joint | ANDREWS TX INDPT SCH DIST BLDG PSF GTD B/E CPN Rate/Coupon: 5.0% Matures: 02/15/2025 | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-13 | 2024-09-03 | 344 ·>45 | Joint | PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS 2014A Rate/Coupon: 4.0% Matures: 09/01/2032 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-13 | 2024-05-13 | 457 ·>45 | Joint | OSHKOSH WIS AREASCH DIST GO PROM NTS 2022 Rate/Coupon: 2.625% Matures: 03/01/2027 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | DEDeere & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ABTAbbott Laboratories | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | BLKBlackRock, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | DHRDanaher Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CATCaterpillar, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ADBEAdobe Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ICEIntercontinental Exchange Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | NKENike, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ELVElevance Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | HLTHilton Worldwide Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AMATApplied Materials, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | LLYEli Lilly and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CSXCSX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | SPGIS&P Global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AMDAdvanced Micro Devices, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | KLACKLA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | TMOThermo Fisher Scientific Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CVXChevron Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AAPLApple Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | EWEdwards Lifesciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | VLOValero Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AXPAmerican Express Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AMZNAmazon.com, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CRMSalesforce, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | COPConocoPhillips | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | UNPUnion Pacific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | EMREmerson Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | METAMeta Platforms, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | MAMastercard Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | NVDANVIDIA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | AZOAutoZone, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | CMGChipotle Mexican Grill, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | ZTSZoetis Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | FISVFiserv, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | PGProcter & Gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | PANWPalo Alto Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | LRCXLam Research Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | TXNTexas Instruments Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | RTXRTX Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | STZConstellation Brands, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-15 | 2023-12-04 | 11 | Joint | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-11-16 | 2023-11-09 | 7 | Joint | WINNEBAGO CNTY WIS GO PROM NTS 5.000% 04/01/24 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-10-04 | 2023-09-22 | 12 | Joint | TEXAS ST GO MOBILITY FD BDS A 4.000% 10/01/34 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | EMREmerson Electric Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | PANWPalo Alto Networks, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | UNPUnion Pacific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | LLYEli Lilly and Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | WMWaste Management, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | ABTAbbott Laboratories | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-04 | 2023-09-13 | 21 | Joint | ADBEAdobe Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | AMATApplied Materials, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | AMDAdvanced Micro Devices, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | VLOValero Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | LRCXLam Research Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | EWEdwards Lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2023-06-21 | 47 ·>45 | Joint | SYYSysco Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-08-07 | 2022-03-09 | 516 ·>45 | Joint | ELVAnthem, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-11 | 22 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-27 | 13 | Joint | UNION CNTY N C LTD OBLIG REF BDS 2023 5.000% 12/01/25 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | CSXCSX Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | ELVElevance Health, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | CATCaterpillar, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | EWEdwards Lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | SBUXStarbucks Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-05-10 | 2023-04-26 | 14 | Joint | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-16 | 11 | Joint | BACBank of America Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-16 | 11 | Joint | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-16 | 11 | Joint | FIRST REPUBLIC BANK | Sale | $1,001 - $15,000 | Clerk → |
| 2023-03-27 | 2023-03-14 | 13 | Joint | OAK CREEK WIS NT ANTIC NTS 2023 B 4.000% 04/01/26 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | MSFTMicrosoft Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | PGProcter & Gamble Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | JNJJohnson & Johnson | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | RTXRaytheon Technologies Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | AMZNAmazon.com, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | METAMeta Platforms, Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | CVXChevron Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | MAMastercard Incorporated | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-03-13 | 2023-02-23 | 18 | Joint | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-02-13 | 2023-01-27 | 17 | Joint | OSHKOSH WIS AREA SCH DIST GO PROM NTS 2022 2.625% 03/01/27 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | ELVElevance Health, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | FISVFiserv, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | BACBank of America Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2023-01-10 | 2022-12-20 | 21 | Joint | FIRST REPUBLIC BANK | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-28 | 12 | Joint | COLUMBUS OHIO GO BDS 2018 A 5.000% 04/01/23 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | CMGChipotle Mexican Grill, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | WMWaste Management, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-09 | 2022-10-21 | 19 | Joint | ABTAbbott Laboratories | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-09-20 | 2022-09-14 | 6 | Joint | MECKLENBERG CNTY N C PUB IMPT BDS 2018 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-12 | 3 | Joint | SYYSysco Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-12 | 3 | Joint | AZOAutoZone, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-12 | 3 | Joint | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-08-05 | 10 | Joint | ULTAUlta Beauty, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2022-07-28 | 18 | Joint | Schwab International Equity ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-15 | 2021-06-30 | 411 ·>45 | Joint | OSAGE CNTY KANS GO REF AND IMPT BDS 2021 A 3.000% 09/01/30 | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | AZOAutoZone, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | GSGoldman Sachs Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | DEDeere & Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | STZConstellation Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | CRMSalesforce, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | ISRGIntuitive Surgical, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | MSMorgan Stanley | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | TGTTarget Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-08 | 2022-06-28 | 10 | Joint | VLOValero Energy Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | JNJJohnson & Johnson | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | AXPAmerican Express Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | DHRDanaher Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | HLTHilton Worldwide Holdings Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | ELVAnthem, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | ICEIntercontinental Exchange Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | CMCSAComcast Corporation - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | UNPUnion Pacific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | MNSTMonster beverage Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-23 | 2022-03-09 | 14 | Joint | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | ELVAnthem, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | BLKBlackRock, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | MSMorgan Stanley | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-02 | 2022-01-14 | 19 | Joint | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-19 | 14 | Joint | SOUTH CAROLINA TRANSN INFRASTRUCTURE BK REV REF BDS 2021 A 4.000% 10/01/33 B/E DTD 07/07/21 Clb Clb 10/01/31 @100.000 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | LMTLockheed Martin Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | ULTAUlta beauty, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | HONHoneywell International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | GPNGlobal Payments Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-16 | 2021-11-08 | 8 | Joint | KLACKLA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-17 | 2021-09-14 | 3 | Joint | UTAH COUNTY UTAH TRANSN SALES TAX REV REF BDS 2021 4.000% 12/01/38 | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2018 report.
112 assets with a value on the report filed 2019-07-23. 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) |
|---|---|---|---|
| 1260 West 1650 North, Springville UT | Other | Member | $500,001 - $1,000,000 |
| 2120 North 400 East | Other | Member | $1,000,001 - $5,000,000 |
| Action Commercial Park, LLC, 3411 Mountain Vista Parkway | Other | Member | $1,000,001 - $5,000,000 |
| Alphabet Inc Class A | Fund | Member | $1,001 - $15,000 |
| AmBank checking account | Other | Joint | $15,001 - $50,000 |
| ATI Founders, Inc. - shooting range equipment - Provo, Utah | Other | Member | $500,001 - $1,000,000 |
| Bear Lake Rental #7, 2176 S. Bear Lake Blvd. | Other | Member | $100,001 - $250,000 |
| Chipotle Mexican Grill | Fund | Member | $1,001 - $15,000 |
| Corporate Alliance - loan - Provo, Utah | Other | Member | $250,001 - $500,000 |
| Curtis Family Georgetown Condo, LLC, 395 West 4650 North | Other | Member | $250,001 - $500,000 |
| 786 S 1600 W Street | Other | Member | $500,001 - $1,000,000 |
| Parcel #16-044-0006 | Other | Member | $250,001 - $500,000 |
| Parcel #9-8-19-13 | Other | Member | $1,001 - $15,000 |
| Vacant Lot | Other | Member | $1 - $1,000 |
| Zions Bank checking account | Other | Member | $1,001 - $15,000 |
| Zions Bank Money Market account | Other | Member | $1 - $1,000 |
| Dine Equity Inc | Fund | Member | $1,001 - $15,000 |
| Influence Int'l Inc. - business relationship development services - Provo, UT | Other | Member | $15,001 - $50,000 |
| Bank Deposit Sweep Program | Other | Member | $1 - $1,000 |
| BlackRock Strategic Income Opportunities Portfolio Class I Instituitional | Other | Member | $1,001 - $15,000 |
| Fidelity Advisor Floating Rate High Income Fund Class I | Other | Member | $1,001 - $15,000 |
| Fidelity GNMA Fund | Other | Member | $15,001 - $50,000 |
| Franklin Income Fund Advisor Class | Other | Member | $1,001 - $15,000 |
| JPMorgan Core Plus Bond Fund Class I | Other | Member | $15,001 - $50,000 |
| Lord Abbett Floating Rate Fund Class F | Other | Member | $1,001 - $15,000 |
| Lord Abbett Short Duration Income Fund Class F | Other | Member | $1,001 - $15,000 |
| PIMCO Income Fund Class D | Other | Member | $1,001 - $15,000 |
| TCW Total Return Bond Fund Class N | Other | Member | $15,001 - $50,000 |
| American Funds Capital World Growth & Income Fund Class F-2 | Other | Member | $15,001 - $50,000 |
| American Funds Growth Fund of America Class F-2 | Other | Member | $15,001 - $50,000 |
| American Funds Small-Cap World Class F-2 | Other | Member | $15,001 - $50,000 |
| American Funds Washington Mutual Investors Class F- 2 | Other | Member | $15,001 - $50,000 |
| Bank Deposit Sweep Program | Other | Member | $1,001 - $15,000 |
| Berkshire Hathaway Inc | Other | Member | $100,001 - $250,000 |
| BlackRock Global Allocation Fund, Inc. Institutional Shares | Other | Member | $15,001 - $50,000 |
| Cohen & Steers Realty Shares Fund | Other | Member | $15,001 - $50,000 |
| Fidelity Advisor International Real Estate Fund Cl I | Other | Member | $15,001 - $50,000 |
| Fidelity Extended Market Index Fund | Other | Member | $15,001 - $50,000 |
| Fidelity International Index Fund | Other | Member | $15,001 - $50,000 |
| Fidelity Leveraged Company Stock Fund | Other | Member | $15,001 - $50,000 |
| Fidelity Small Cap Discovery Fund | Other | Member | None |
| First Eagle Overseas Fund Class A | Other | Member | None |
| Franklin Convertible Securities Adv | Other | Member | $15,001 - $50,000 |
| John Hancock Funds Disciplined Value Mid-Cap Fund Cl I | Other | Member | None |
| Oppenheimer Developing Markets Fund Class Y | Other | Member | $50,001 - $100,000 |
| Oppenheimer Global Opportunities Fund Class Y | Other | Member | $15,001 - $50,000 |
| Oppenheimer International Growth Fund Class Y | Other | Member | $15,001 - $50,000 |
| Oppenheimer International Small-Mid Company Fund Class Y | Other | Member | $50,001 - $100,000 |
| SPDR S&P 600 Small-Cap Growth ETF | Other | Member | $15,001 - $50,000 |
| T. Rowe Price International Discovery Fund | Other | Member | $15,001 - $50,000 |
| T. Rowe Price New Era Fund | Other | Member | $15,001 - $50,000 |
| T. Rowe Price Real Assets Fund | Other | Member | None |
| Third Avenue Real Estate Value Fund | Other | Member | None |
| American Funds American Balanced Fund Cl F-2 | Other | Member | $50,001 - $100,000 |
| American Funds Capital Income Builder Class F-2 | Other | Member | $100,001 - $250,000 |
| American Funds Investment Company of America Cl F- 2 | Other | Member | $100,001 - $250,000 |
| BlackRock Global Allocation Fund, Inc Institutional Shares | Other | Member | $50,001 - $100,000 |
| Fidelity Government Money Market Capital Reserves Class I | Other | Member | $1,001 - $15,000 |
| Loomis Sayles Global Equity & Income Fund Class Y | Other | Member | $50,001 - $100,000 |
| Putnam Equity Income Fund Class Y | Other | Member | $100,001 - $250,000 |
| American Funds Capital World Growth & Income Fund Class F-2 | Other | Member | $15,001 - $50,000 |
| American Funds Growth Funds of America Class F-2 | Other | Member | $1,001 - $15,000 |
| American Funds Small-Cap World Class F-2 | Other | Member | $15,001 - $50,000 |
| American Funds Washington Mutual Investors Class F- 2 | Other | Member | $15,001 - $50,000 |
| Bank Deposit Sweep Program | Other | Member | $1,001 - $15,000 |
| Berkshire Hathaway Inc | Other | Member | $50,001 - $100,000 |
| Cohen & Steers Realty Shares Fund | Other | Member | $15,001 - $50,000 |
| Fidelity Leveraged Company Stock Fund | Other | Member | $15,001 - $50,000 |
| First Eagle Overseas Fund Class A | Other | Member | $15,001 - $50,000 |
| Franklin Convertible Securities Adv | Other | Member | $15,001 - $50,000 |
| John Hancock Funds Disciplined Value Mid-Cap Fund Class I | Other | Member | $15,001 - $50,000 |
| Oakmark Global Fund Investor Class | Other | Member | $1,001 - $15,000 |
| Oppenheimer Developing Markets Fund Class Y | Other | Member | $15,001 - $50,000 |
| Oppenheimer Global Opportunities Fund Class Y | Other | Member | $1,001 - $15,000 |
| Oppenheimer International Growth Fund Class Y | Other | Member | $1,001 - $15,000 |
| Oppenheimer International Small-Mid Company Fund Class Y | Other | Member | $15,001 - $50,000 |
| T. Rowe Price New Era Fund | Other | Member | $15,001 - $50,000 |
| T. Rowe Price New Horizons Fund | Other | Member | $1,001 - $15,000 |
| Third Avenue Real Estate Value Fund | Other | Member | $15,001 - $50,000 |
| Bank Deposit Sweep Program | Other | Member | $1 - $1,000 |
| BlackRock Strategic Income Opportunities Portfolio Cl Institutional | Other | Member | $1,001 - $15,000 |
| Fidelity Advisor Floating Rate High Income Bond Fund Class N | Other | Member | $1,001 - $15,000 |
| Fidelity GNMA Fund | Other | Member | $15,001 - $50,000 |
| Franklin Income Fund Advisor | Other | Member | $1,001 - $15,000 |
| JPMorgan Core Plus Bond Fund Class I | Other | Member | $15,001 - $50,000 |
| Lord Abbett Floating Rate Fund Class F | Other | Member | $1,001 - $15,000 |
| Lord Abbett Short Duration Income Fund Class F | Other | Member | $1,001 - $15,000 |
| PIMCO Income Fund Class D | Other | Member | $1,001 - $15,000 |
| TCW Total Return Fund | Other | Member | $15,001 - $50,000 |
| American Funds Capital Income Builder Class F-2 | Other | Member | $15,001 - $50,000 |
| Bank Deposit Sweep Program | Other | Member | $1 - $1,000 |
| BlackRock Global Allocation Fund, Inc Institutional Shares | Other | Member | $15,001 - $50,000 |
| First Eagle Global Fund Class A | Other | Member | $15,001 - $50,000 |
| Loomis Sayles Global Equity & Income Fund Class Y | Other | Member | $15,001 - $50,000 |
| Parnassus Core Equity Fund - Investor Shares | Other | Member | $15,001 - $50,000 |
| Putnam Equity Income Fund Class Y | Other | Member | $15,001 - $50,000 |
| John Reem Curtis, 800 S Center SPE, LLC | Other | Member | $250,001 - $500,000 |
| Monticello Development Company, LLC - unimproved land | Other | Member | $15,001 - $50,000 |
| Netflix.com Inc | Fund | Member | $15,001 - $50,000 |
| Peak Ventures Fund II, L.P. | Other | Member | $100,001 - $250,000 |
| QQUV Investments 2, LLC (Quick Quack car wash) | Other | Member | $15,001 - $50,000 |
| QQUV Investments 3, LLC (Quick Quack car wash) | Other | Member | $15,001 - $50,000 |
| QQUV Investments, LLC (Quick Quack car wash) | Other | Member | $15,001 - $50,000 |
| Rise Broadband stock - fixed wireless Internet service provider - Denver, CO | Other | Member | $15,001 - $50,000 |
| Scott Roberts - loan - Saratoga Springs, UT | Other | Member | $50,001 - $100,000 |
| Snap Inc Common Class A | Fund | Member | $1,001 - $15,000 |
| Splunk Inc | Fund | Member | $15,001 - $50,000 |
| Wells Fargo interest checking account | Other | Member | $1,001 - $15,000 |
| Wells Fargo money market savings account | Other | Member | $1 - $1,000 |
| Zions Bank checking account | Other | Member | $1,001 - $15,000 |
| Zions Bank checking account | Other | Member | $1,001 - $15,000 |
| Zions Bank checking plus account | Other | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.