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 2019 report.
137 assets with a value on the report filed 2020-08-13, 5 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) |
|---|---|---|---|
| 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 |
| ALLIANZ FDS MULTI-STRATEGY T NACM CONVRT P | Other | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Member | $1,001 - $15,000 |
| AmBank Checking Account | Other | Joint | $15,001 - $50,000 |
| AMERICAN BALANCED FUND-F2 | Other | Joint | $50,001 - $100,000 |
| ATI Founders, Inc. (shooting range equipment) - | Other | Member | $500,001 - $1,000,000 |
| Bear Lake Rental #7, 2176 S. Bear Lake Blvd. | Other | Member | $100,001 - $250,000 |
| BRK.ABerkshire Hathaway Inc. | Stock | Member | $50,001 - $100,000 |
| BRK.ABerkshire Hathaway Inc. | Stock | Spouse | $1,001 - $15,000 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORT FUND INSLT CLASS | Other | Joint | $1,001 - $15,000 |
| Building Lot | Other | Member | $100,001 - $250,000 |
| CAPITAL INCOME BUILDER-F2 | Other | Joint | $100,001 - $250,000 |
| CAPITAL INCOME BUILDER-F2 | Other | Member | $15,001 - $50,000 |
| CAPITAL WORLD GROWTH AND INCOME-F2 | Other | Member | $15,001 - $50,000 |
| CAPITAL WORLD GROWTH AND INCOME-F2 | Other | Joint | $15,001 - $50,000 |
| COHEN & STEERS GLOBAL REALTY SHARES FUND CLASS I | Other | Joint | $15,001 - $50,000 |
| COHEN & STEERS GLOBAL REALTY SHARES FUND CLASS I | Other | Spouse | $1,001 - $15,000 |
| COHEN & STEERS GLOBAL REALTY SHARES FUND CLASS I | Other | Member | $15,001 - $50,000 |
| CORE PLUS BOND FUND-SEL | Other | Joint | $15,001 - $50,000 |
| CORE PLUS BOND FUND-SEL | Other | Member | $15,001 - $50,000 |
| 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 |
| DEUTSCHE ENHANCED COMDTY STRAT INST | Other | Spouse | $1,001 - $15,000 |
| DEUTSCHE ENHANCED COMDTY STRAT INST | Other | Member | $15,001 - $50,000 |
| DODGE & COX INCOME FUND | Other | Member | $15,001 - $50,000 |
| DODGE & COX INCOME FUND | Other | Spouse | $1,001 - $15,000 |
| Domo, Inc. - Class B | Stock | Member | $1,001 - $15,000 |
| FIDELITY ADV FLOATING RATE HIGH INC | Other | Member | $1,001 - $15,000 |
| FIDELITY ADV FLOATING RATE HIGH INC | Other | Joint | $1,001 - $15,000 |
| FIDELITY ADV INTL REAL ESTATE-CL I | Other | Joint | $15,001 - $50,000 |
| FIDELITY CONCORD STR TR ITL ADVG INSTL | Other | Joint | $50,001 - $100,000 |
| FIDELITY CONCORD STR TR SPRTN EXT INDX | Other | Joint | $15,001 - $50,000 |
| FIDELITY GINNIE MAE PORTFOLIO | Other | Joint | $15,001 - $50,000 |
| FIDELITY GINNIE MAE PORTFOLIO | Other | Member | $15,001 - $50,000 |
| FIDELITY LEVERAGED COMPANY STOCK FUND | Other | Member | $15,001 - $50,000 |
| FIDELITY LEVERAGED COMPANY STOCK FUND | Other | Joint | $50,001 - $100,000 |
| FIDELITY LEVERAGED COMPANY STOCK FUND | Other | Spouse | $1,001 - $15,000 |
| FIRST EAGLE GLOBAL FUND CLASS I | Other | Member | $15,001 - $50,000 |
| FIRST EAGLE OVERSEAS FUND CLASS I | Other | Member | $15,001 - $50,000 |
| FLOATING RATE FUND CLASS F | Other | Member | $1,001 - $15,000 |
| FLOATING RATE FUND CLASS F | Other | Joint | $1,001 - $15,000 |
| FRANKLIN CONV SEC FUND - ADVISOR CLASS | Other | Joint | $15,001 - $50,000 |
| FRANKLIN CONV SEC FUND - ADVISOR CLASS | Other | Member | $15,001 - $50,000 |
| FRANKLIN INCOME FUND - ADVISOR CLASS | Other | Joint | $15,001 - $50,000 |
| FRANKLIN INCOME FUND - ADVISOR CLASS | Other | Member | $15,001 - $50,000 |
| GLOBAL ALLOCATION - INSTITUTIONAL CLASS | Other | Joint | $50,001 - $100,000 |
| GLOBAL ALLOCATION - INSTITUTIONAL CLASS | Other | Member | $15,001 - $50,000 |
| Influence Int'l Inc. - business relationship development services - Provo, UT | Other | Member | $15,001 - $50,000 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y | Other | Member | $15,001 - $50,000 |
| INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y | Other | Joint | $50,001 - $100,000 |
| INVESCO OPPENHEIMER GLOBAL OPPORTUNITIES FUND CLASS Y | Other | Joint | $15,001 - $50,000 |
| INVESCO OPPENHEIMER GLOBAL OPPORTUNITIES FUND CLASS Y | Other | Member | $1,001 - $15,000 |
| INVESCO OPPENHEIMER INTERNATIONAL GROWTH FUND CLASS Y | Other | Member | $1,001 - $15,000 |
| INVESCO OPPENHEIMER INTERNATIONAL GROWTH FUND CLASS Y | Other | Joint | $15,001 - $50,000 |
| INVESCO OPPENHEIMER INTERNATIONAL SMALL MID COMPANY FUND CLASS Y | Other | Joint | $50,001 - $100,000 |
| INVESCO OPPENHEIMER INTERNATIONAL SMALL MID COMPANY FUND CLASS Y | Other | Member | $15,001 - $50,000 |
| INVESO OFI INTERNATIONAL DIVRS FD-Y | Other | Spouse | $15,001 - $50,000 |
| ISHARES TR BARCLAYS 7 10 YR | Other | Member | $1,001 - $15,000 |
| ISHARES TR BARCLAYS 7 10 YR | Other | Spouse | $1 - $1,000 |
| ISHARES TR CORE S&P MCP | Other | Spouse | $1,001 - $15,000 |
| ISHARES TR CORE S&P MCP | Other | Member | $50,001 - $100,000 |
| ISHARES TR CORE S&P SCP | Other | Member | $1,001 - $15,000 |
| ISHARES TR CORE S&P SCP | Other | Spouse | $1,001 - $15,000 |
| ISHARES TR CORE S&P500 | Other | Spouse | $15,001 - $50,000 |
| ISHARES TR CORE S&P500 | Other | Member | $250,001 - $500,000 |
| ISHARES TR CORE US AGGBD | Other | Member | $1,001 - $15,000 |
| ISHARES TR CORE US AGGBD | Other | Spouse | $1 - $1,000 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS | Other | Spouse | $1,001 - $15,000 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS | Other | Member | $15,001 - $50,000 |
| John Reem Curtis, 800 S Center SPE, LLC | Other | Member | $250,001 - $500,000 |
| LOOMIS GLOBAL MARKETS Y | Other | Member | $15,001 - $50,000 |
| LOOMIS GLOBAL MARKETS Y | Other | Joint | $50,001 - $100,000 |
| Monticello Development Company, LLC - unimproved land | Other | Member | $15,001 - $50,000 |
| Netflix.com Inc | Fund | Member | $15,001 - $50,000 |
| NEW ERA FUND | Other | Joint | $15,001 - $50,000 |
| NEW ERA FUND | Other | Member | $15,001 - $50,000 |
| NEW ERA FUND | Other | Spouse | $1,001 - $15,000 |
| PARNASSUS CORE EQUITY FUND INVESTOR CLASS | Other | Member | $15,001 - $50,000 |
| Peak Ventures Fund II, L.P. | Other | Member | $100,001 - $250,000 |
| PIMCO COMMODITIES PLUS STRATEGY FUND CLASS P | Other | Spouse | $1,001 - $15,000 |
| PIMCO COMMODITIES PLUS STRATEGY FUND CLASS P | Other | Member | $15,001 - $50,000 |
| PIMCO INCOME A | Other | Joint | $1,001 - $15,000 |
| PIMCO INCOME A | Other | Member | $1,001 - $15,000 |
| PIMCO INCOME INST | Other | Member | $1,001 - $15,000 |
| PIMCO INCOME INST | Other | Spouse | $1 - $1,000 |
| PRUDENTIAL SHORT TERM CORPORATE BOND FUND , INC CL | Other | Spouse | $1 - $1,000 |
| PRUDENTIAL SHORT TERM CORPORATE BOND FUND , INC CL | Other | Member | $1,001 - $15,000 |
| PUTNAM EQUITY INCOME FUND-Y | Other | Member | $15,001 - $50,000 |
| PUTNAM EQUITY INCOME FUND-Y | Other | Joint | $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 |
| SHORT DURATION INCOME FUND CLASS F | Other | Joint | $1,001 - $15,000 |
| SHORT DURATION INCOME FUND CLASS F | Other | Member | $1,001 - $15,000 |
| SMALLCAP WORLD FUND-F2 | Other | Joint | $15,001 - $50,000 |
| SMALLCAP WORLD FUND-F2 | Other | Member | $15,001 - $50,000 |
| SPDR SER TR S&P 600 SMCP GRW | Other | Joint | $15,001 - $50,000 |
| Splunk Inc. | Stock | Member | $15,001 - $50,000 |
| T ROWE PRICE INTERNATIONAL DISCOVERY FUND | Other | Joint | $15,001 - $50,000 |
| T ROWE PRICE NEW HORIZONS | Other | Spouse | $1,001 - $15,000 |
| T ROWE PRICE NEW HORIZONS | Other | Member | $1,001 - $15,000 |
| THE GROWTH FUND OF AMERICA CLASS F-2 | Other | Joint | $15,001 - $50,000 |
| THE GROWTH FUND OF AMERICA CLASS F-2 | Other | Member | $1,001 - $15,000 |
| THE OAKMARK GLOBAL FUND CLASS I | Other | Joint | $15,001 - $50,000 |
| THE OAKMARK GLOBAL FUND CLASS I | Other | Member | $1,001 - $15,000 |
| THIRD AVE TR REALEST VL INV | Other | Member | $15,001 - $50,000 |
| TOTAL RETURN BOND FUND CLASS N | Other | Joint | $15,001 - $50,000 |
| TOTAL RETURN BOND FUND CLASS N | Other | Member | $15,001 - $50,000 |
| VANGUARD FTSE DEVELOPED MARKET | Other | Member | $100,001 - $250,000 |
| VANGUARD FTSE DEVELOPED MARKET | Other | Spouse | $1,001 - $15,000 |
| VANGUARD INDEX FDS REAL ESTATE | Other | Spouse | $1 - $1,000 |
| VANGUARD INDEX FDS REAL ESTATE | Other | Member | $1,001 - $15,000 |
| VANGUARD INFLATION PROTECTED SECURITIES FUND INST | Other | Member | $1,001 - $15,000 |
| VANGUARD INFLATION PROTECTED SECURITIES FUND INST | Other | Spouse | $1 - $1,000 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | Other | Spouse | $1,001 - $15,000 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT | Other | Member | $50,001 - $100,000 |
| VANGUARD TOTAL BD MKT IDX INS | Other | Member | $15,001 - $50,000 |
| VANGUARD TOTAL BD MKT IDX INS | Other | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| WASHINGTON MUTUAL INVESTORS FUND-F2 | Other | Spouse | $1,001 - $15,000 |
| WASHINGTON MUTUAL INVESTORS FUND-F2 | Other | Member | $15,001 - $50,000 |
| WASHINGTON MUTUAL INVESTORS FUND-F2 | Other | Joint | $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 | $1 - $1,000 |
How reports are read: holdings methodology.