Congressional stock trades · Member
Julie Johnson
Representative · TX-32 · Democrat
587 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: House Committee on Foreign Affairs; House Committee on Homeland Security; House Committee on House Administration; Joint Committee of Congress on the Library.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-12-11 | 2025-11-03 | 38 | Joint | VRSKVerisk Analytics, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-11 | 2025-11-03 | 38 | Joint | MDLZMondelez International, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-11 | 2025-11-03 | 38 | Joint | DGXQuest Diagnostics Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-12-11 | 2025-11-03 | 38 | Joint | ADBEAdobe Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-31 | 14 | Joint | PHParker-Hannifin Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-31 | 14 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-27 | 18 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-22 | 23 | Joint | FFIVF5, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-22 | 23 | Joint | WYWeyerhaeuser Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-22 | 23 | Joint | GENGen Digital Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-22 | 23 | Joint | DEDeere & Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-22 | 23 | Joint | ALKAlaska Air Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-21 | 24 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-21 | 24 | Joint | PNCPNC Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-08 | 37 | Joint | PHParker-Hannifin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-07 | 38 | Joint | CARRCarrier Global Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-07 | 38 | Joint | DHRDanaher Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-06 | 39 | Joint | CARRCarrier Global Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-06 | 39 | Joint | KRKroger Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-06 | 39 | Joint | FISVFiserv, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-11-14 | 2025-10-06 | 39 | Joint | VRSNVeriSign, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | KEYKeyCorp Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | TAPMolson Coors Beverage Company Class B Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | AEEAmeren Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | UDRUDR, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | MKCMcCormick & Company, Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | CLColgate-Palmolive Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | XELXcel Energy Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | EQIXEquinix, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | SREDBA Sempra Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | AOSA.O. Smith Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | PAYCPaycom Software, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | CIThe Cigna Group Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | DVADaVita Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | MNSTMonster Beverage Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | WECWEC Energy Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | PAYXPaychex, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | LYBLyondellBasell Industries NV Ordinary Shares Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-25 | 12 | Joint | ROLRollins, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-10-07 | 2025-09-16 | 21 | Joint | XOMExxon Mobil Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PHParker-Hannifin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | RSGRepublic Services, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | GSGoldman Sachs Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | CIThe Cigna Group Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | DOVDover Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | CMECME Group Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | STXSeagate Technology Holdings PLC - Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | XELXcel Energy Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PGProcter & Gamble Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | ETNEaton Corporation, PLC Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | UNPUnion Pacific Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | COPConocoPhillips Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | XOMExxon Mobil Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MRKMerck & Company, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | HDHome Depot, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | ADIAnalog Devices, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | NXPINXP Semiconductors N.V. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MCDMcDonald's Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | IBMInternational Business Machines Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PMPhilip Morris International Inc Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | BNYThe Bank of New York Mellon Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | DEDeere & Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | FISFidelity National Information Services, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | CMCSAComcast Corporation - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | BXBlackstone Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | LLYEli Lilly and Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | NSCNorfolk Southern Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | APDAir Products and Chemicals, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | JNJJohnson & Johnson Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | BACBank of America Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PKGPackaging Corporation of America Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | GDGeneral Dynamics Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | ABTAbbott Laboratories Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | WFCWells Fargo & Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | ABBVAbbVie Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | TXNTexas Instruments Incorporated - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | WMTWalmart Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | VZVerizon Communications Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MMM3M Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | EOGEOG Resources, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MDLZMondelez International, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PGRProgressive Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | MSMorgan Stanley Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PNCPNC Financial Services Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | AXPAmerican Express Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | SCHWCharles Schwab Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | AJGArthur J. Gallagher & Co. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | BMYBristol-Myers Squibb Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | PEPPepsico, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | COFCapital One Financial Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | CMSCMS Energy Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | CVXChevron Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-14 | 28 | Joint | RTXRTX Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-11 | 31 | Joint | BLKBlackRock, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-11 | 31 | Joint | CMECME Group Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-11 | 2025-08-04 | 38 | Joint | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-29 | 16 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-29 | 16 | Joint | STXSeagate Technology Holdings PLC - Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-25 | 20 | Joint | PHParker-Hannifin Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-25 | 20 | Joint | XOMExxon Mobil Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-25 | 20 | Joint | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-25 | 20 | Joint | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-24 | 21 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-22 | 23 | Joint | BLKBlackRock, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-22 | 23 | Joint | CMECME Group Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-22 | 23 | Joint | PKGPackaging Corporation of America Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-22 | 23 | Joint | PMPhilip Morris International Inc Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-21 | 24 | Joint | CVXChevron Corporation Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-18 | 27 | Joint | SNPSSynopsys, Inc. - Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-08-14 | 2025-07-18 | 27 | Joint | BNYThe Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-30 | 14 | Joint | PLTRPalantir Technologies Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-18 | 26 | Joint | MMM3M Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-14 | 2025-06-13 | 31 | Joint | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-13 | 2025-05-19 | 25 | Joint | COFCapital One Financial Corporation Common Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-06-13 | 2025-05-15 | 29 | Joint | FISFidelity National Information Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-13 | 2025-05-15 | 29 | Joint | MSMorgan Stanley Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-06-13 | 2025-05-15 | 29 | Joint | BNYThe Bank of New York Mellon Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-13 | 2025-05-02 | 42 | Joint | GDGeneral Dynamics Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-30 | 14 | Joint | FISFidelity National Information Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-22 | 22 | Joint | BXBlackstone Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-22 | 22 | Joint | FISFidelity National Information Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-15 | 29 | Joint | UPSUnited Parcel Service, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-11 | 33 | Joint | MMM3M Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-11 | 33 | Joint | UPSUnited Parcel Service, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | TMOThermo Fisher Scientific Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | LLYEli Lilly and Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | PANWPalo Alto Networks, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | XOMExxon Mobil Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | AZOAutoZone, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | WDAYWorkday, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | TXNMTXNM Energy, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | ISRGIntuitive Surgical, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | ORCLOracle Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | ASMLASML Holding N.V. - New York Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | LRCXLam Research Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | UBERUber Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | DTMDT Midstream, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | MASMasco Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | EQIXEquinix, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | WMWaste Management, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | SYKStryker Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | MSMorgan Stanley Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | AAPLApple Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | HCAHCA Healthcare, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | GWWW.W. Grainger, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | JPMJP Morgan Chase & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | PNRPentair plc. Ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | RJFRaymond James Financial, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | HONHoneywell International Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | MUMicron Technology, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | JBTMJBT Marel Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | RSReliance, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | NFLXNetflix, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | CVXChevron Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | ALLAllstate Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | PGRProgressive Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | FISVFiserv, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | AMZNAmazon.com, Inc. - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | CSLCarlisle Companies Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | RTXRTX Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | HWMHowmet Aerospace Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | LHXL3Harris Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | BLBDBlue Bird Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | SPGIS&P Global Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | MDLZMondelez International, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | NVDANVIDIA Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | ETNEaton Corporation, PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | Discover Financial Services Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | VVisa Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | CBChubb Limited Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | ADBEAdobe Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | VICIVICI Properties Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-07 | 37 | Joint | MRSHMarsh & McLennan Companies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | MPCMarathon Petroleum Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | DOCHealthpeak Properties, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | HSICHenry Schein, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | COFCapital One Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | CPTCamden Property Trust Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | SYYSysco Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | UBERUber Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | LHXL3Harris Technologies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | CAGConAgra Brands, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | ANETArista Networks, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | FDSFactSet Research Systems Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | ONON Semiconductor Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-05-14 | 2025-04-01 | 43 | Joint | APTVAptiv PLC Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
420 assets with a value on the report filed 2026-08-13, 344 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) |
|---|---|---|---|
| Charter Oak Production Co LLC | Other | Spouse | $1,001 - $15,000 |
| Charter Oak Production Co LLC | Other | Member | $1,001 - $15,000 |
| Chase Bank Accounts | Other | Joint | $500,001 - $1,000,000 |
| Frost Bank Accounts | Other | Spouse | $100,001 - $250,000 |
| Law Office of Julie Johnson PLLC, 100% Interest | Other | Member | $250,001 - $500,000 |
| Rental Beach House 1 | Other | Joint | $1,000,001 - $5,000,000 |
| Rental Beach House 2 | Other | Joint | $5,000,001 - $25,000,000 |
| Texas GI Consultants Real Estate Holding LLC | Other | Spouse | $1,001 - $15,000 |
| Blackstone Alternative Multi-Strategy Fund Class Y | Fund | Joint | None |
| Fidelity 500 Index Fund | Fund | Joint | None |
| iShares Core MSCI EAFE ETF | Fund | Joint | None |
| JPMorgan BetaBuilders Canada ETF | Fund | Joint | None |
| JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF | Fund | Joint | None |
| JPMorgan BetaBuilders Japan ETF | Fund | Joint | None |
| Lord Abbett Short Duration Income Class F3 | Fund | Joint | None |
| Neuberger Berman Long Short Fd Instl Cl | Fund | Joint | None |
| Six Circles Credit Opportunities Fund | Fund | Joint | None |
| Six Circles International Unconstrained Equity Fund | Fund | Joint | None |
| Six Circles Multi-Strategy Fund | Fund | Joint | None |
| Six Circles Tax Aware Bond Fund | Fund | Joint | None |
| Six Circles US Unconstrained Equity Fund | Fund | Joint | None |
| SPYSPDR S&P 500 | Fund | Joint | None |
| Vanguard Tax-Exempt Bond ETF | Fund | Joint | None |
| MMM3M Company Common Stock | Stock | Joint | None |
| ABTAbbott Laboratories | Stock | Joint | None |
| ABBVAbbVie Inc. | Stock | Joint | None |
| ACNAccenture plc Class A Ordinary Shares | Stock | Joint | None |
| APDAir Products and Chemicals, Inc. | Stock | Joint | None |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | None |
| AXPAmerican Express Company | Stock | Joint | None |
| ADIAnalog Devices, Inc. | Stock | Joint | None |
| AJGArthur J. Gallagher & Co. | Stock | Joint | None |
| BACBank of America Corporation | Stock | Joint | None |
| BLKBlackRock, Inc. | Stock | Joint | None |
| BXBlackstone Inc. Common Stock | Stock | Joint | None |
| BMYBristol-Myers Squibb Company | Stock | Joint | None |
| COFCapital One Financial Corporation Common Stock | Stock | Joint | None |
| SCHWCharles Schwab Corporation | Stock | Joint | None |
| CVXChevron Corporation | Stock | Joint | None |
| CBChubb Limited | Stock | Joint | None |
| CMECME Group Inc. - Class A | Stock | Joint | None |
| CMSCMS Energy Corporation | Stock | Joint | None |
| CMCSAComcast Corporation - Class A | Stock | Joint | None |
| COPConocoPhillips | Stock | Joint | None |
| DEDeere & Company | Stock | Joint | None |
| DOVDover Corporation | Stock | Joint | None |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Joint | None |
| LLYEli Lilly and Company | Stock | Joint | None |
| EOGEOG Resources, Inc. | Stock | Joint | None |
| XOMExxon Mobil Corporation | Stock | Joint | None |
| GDGeneral Dynamics Corporation | Stock | Joint | None |
| GSGoldman Sachs Group, Inc. | Stock | Joint | None |
| HDHome Depot, Inc. | Stock | Joint | None |
| IBMInternational Business Machines Corporation | Stock | Joint | None |
| JNJJohnson & Johnson | Stock | Joint | None |
| JP Morgan Sweep Account | Other | Joint | None |
| JPMorgan Tax Free Money Market Fund - Institutional Share Class | Fund | Joint | None |
| MCDMcDonald's Corporation | Stock | Joint | None |
| MSFTMicrosoft Corporation | Stock | Joint | None |
| MDLZMondelez International, Inc. - Class A | Stock | Joint | None |
| MSMorgan Stanley | Stock | Joint | None |
| NEENextEra Energy, Inc. | Stock | Joint | None |
| NSCNorfolk Southern Corporation | Stock | Joint | None |
| NXPINXP Semiconductors N.V. - Common Stock | Stock | Joint | None |
| PHParker-Hannifin Corporation | Stock | Joint | None |
| PEPPepsico, Inc. | Stock | Joint | None |
| PMPhilip Morris International Inc | Stock | Joint | None |
| PNCPNC Financial Services Group, Inc. | Stock | Joint | None |
| PPGPPG Industries, Inc. | Stock | Joint | None |
| PGProcter & Gamble Company | Stock | Joint | None |
| RSGRepublic Services, Inc. | Stock | Joint | None |
| RTXRTX Corporation | Stock | Joint | None |
| STXSeagate Technology Holdings PLC - Ordinary Shares | Stock | Joint | None |
| TXNTexas Instruments Incorporated | Stock | Joint | None |
| BNYThe Bank of New York Mellon Corporation Common Stock | Stock | Joint | None |
| CIThe Cigna Group | Stock | Joint | None |
| TJXTJX Companies, Inc. | Stock | Joint | None |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | None |
| VZVerizon Communications Inc. | Stock | Joint | None |
| WMTWalmart Inc. | Stock | Joint | None |
| WFCWells Fargo & Company | Stock | Joint | None |
| XELXcel Energy Inc. | Stock | Joint | None |
| Vanguard Target Retirement 2025 Fund | Fund | Spouse | $1,001 - $15,000 |
| Fidelity Investment Account | Other | Joint | $1,001 - $15,000 |
| Virtus Real Estate Capital LP | Other | Joint | None |
| BlackRock Liquidity Funds FedFund - Premier | Fund | Member | $1,001 - $15,000 |
| IRA Cash Account | Other | Member | $15,001 - $50,000 |
| iShares Broad USD Investment Grade Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| iShares Core S&P U.S. Growth ETF | Fund | Member | $500,001 - $1,000,000 |
| iShares Core S&P U.S. Value ETF | Fund | Member | $500,001 - $1,000,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $250,001 - $500,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Russell 2000 ETF | Fund | Member | $100,001 - $250,000 |
| AOSA.O. Smith Corporation Common Stock | Stock | Joint | None |
| ACNAccenture plc Class A Ordinary Shares | Stock | Joint | None |
| ADBEAdobe Inc. | Stock | Joint | None |
| AAgilent Technologies, Inc. Common Stock | Stock | Joint | None |
| ALKAlaska Air Group, Inc. Common Stock | Stock | Joint | None |
| ALCAlcon Inc. Ordinary Shares | Stock | Joint | None |
| Allete, Inc. | Stock | Joint | None |
| LNTAlliant Energy Corporation | Stock | Joint | None |
| ALLAllstate Corporation | Stock | Joint | None |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | None |
| AMZNAmazon.com, Inc. | Stock | Joint | None |
| AEEAmeren Corporation Common Stock | Stock | Joint | None |
| AWKAmerican Water Works Company, Inc. Common Stock | Stock | Joint | None |
| AAPLApple Inc. | Stock | Joint | None |
| ASMLASML Holding N.V. - New York Registry Shares | Stock | Joint | None |
| AIZAssurant, Inc. Common Stock | Stock | Joint | None |
| AZOAutoZone, Inc. | Stock | Joint | None |
| AvalonBay Communities, Inc. Common Stock | Stock | Joint | None |
| Bank of America Money Accounts | Other | Joint | $15,001 - $50,000 |
| BlackRock Liquidity Funds FedFund - Premier | Fund | Joint | $1,001 - $15,000 |
| BLBDBlue Bird Corporation - Common Stock | Stock | Joint | None |
| BABoeing Company | Stock | Joint | None |
| CSLCarlisle Companies Incorporated | Stock | Joint | None |
| CARRCarrier Global Corporation Common Stock | Stock | Joint | None |
| CVXChevron Corporation | Stock | Joint | None |
| CBChubb Limited | Stock | Joint | None |
| CMSCMS Energy Corporation Common Stock | Stock | Joint | None |
| CTSHCognizant Technology Solutions Corporation - Class A Common Stock | Stock | Joint | None |
| CLColgate-Palmolive Company Common Stock | Stock | Joint | None |
| Coterra Energy Inc. Common Stock | Stock | Joint | None |
| DVADaVita Inc. Common Stock | Stock | Joint | None |
| SREDBA Sempra Common Stock | Stock | Joint | None |
| DEDeere & Company Common Stock | Stock | Joint | None |
| DELLDell Technologies Inc. Class C Common Stock | Stock | Joint | None |
| DALDelta Air Lines, Inc. | Stock | Joint | None |
| Discover Financial Services | Stock | Joint | None |
| DTMDT Midstream, Inc. | Stock | Joint | None |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Joint | None |
| LLYEli Lilly and Company | Stock | Joint | None |
| EFXEquifax, Inc. Common Stock | Stock | Joint | None |
| EQIXEquinix, Inc. | Stock | Joint | None |
| XOMExxon Mobil Corporation | Stock | Joint | None |
| FFIVF5, Inc. - Common Stock | Stock | Joint | None |
| FISVFiserv, Inc. | Stock | Joint | None |
| GENGen Digital Inc. - Common Stock | Stock | Joint | None |
| GPCGenuine Parts Company Common Stock | Stock | Joint | None |
| HCAHCA Healthcare, Inc. | Stock | Joint | None |
| HONHoneywell International Inc. | Stock | Joint | None |
| HWMHowmet Aerospace Inc. | Stock | Joint | None |
| ICEIntercontinental Exchange Inc. Common Stock | Stock | Joint | None |
| IPInternational Paper Company Common Stock | Stock | Joint | None |
| INTUIntuit Inc. | Stock | Joint | None |
| ISRGIntuitive Surgical, Inc. | Stock | Joint | None |
| iShares Broad USD Investment Grade Corporate Bond ETF | Fund | Joint | $100,001 - $250,000 |
| iShares Core S&P Total U.S. Stock Market ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares Core S&P U.S. Growth ETF | Fund | Joint | $50,001 - $100,000 |
| iShares Core S&P U.S. Value ETF | Fund | Joint | $50,001 - $100,000 |
| iShares ESG MSCI KLD 400 ETF | Fund | Joint | None |
| iShares National Muni Bond ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares U.S. Treasury Bond ETF | Fund | Joint | None |
| JJacobs Solutions Inc. Common Stock | Stock | Joint | None |
| JPMJP Morgan Chase & Co. | Stock | Joint | None |
| KEYKeyCorp Common Stock | Stock | Joint | None |
| KRKroger Company | Stock | Joint | None |
| LHXL3Harris Technologies, Inc. | Stock | Joint | None |
| LRCXLam Research Corporation | Stock | Joint | None |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Joint | None |
| MASMasco Corporation | Stock | Joint | None |
| METAMeta Platforms, Inc. - Class A | Stock | Joint | None |
| MUMicron Technology, Inc. | Stock | Joint | None |
| MSFTMicrosoft Corporation | Stock | Joint | None |
| MDLZMondelez International, Inc. - Class A | Stock | Joint | None |
| MNSTMonster Beverage Corporation - Common Stock | Stock | Joint | None |
| MSMorgan Stanley | Stock | Joint | None |
| NFLXNetflix, Inc. | Stock | Joint | None |
| NEENextEra Energy, Inc. | Stock | Joint | None |
| NVDANVIDIA Corporation | Stock | Joint | None |
| ORCLOracle Corporation | Stock | Joint | None |
| PANWPalo Alto Networks, Inc. | Stock | Joint | None |
| PAYXPaychex, Inc. - Common Stock | Stock | Joint | None |
| PAYCPaycom Software, Inc. Common Stock | Stock | Joint | None |
| PYPLPayPal Holdings, Inc. | Stock | Joint | None |
| PNRPentair plc. Ordinary Share | Stock | Joint | None |
| PEPPepsico, Inc. | Stock | Joint | None |
| PNCPNC Financial Services Group, Inc. | Stock | Joint | None |
| PGRProgressive Corporation | Stock | Joint | None |
| PEGPublic Service Enterprise Group Incorporated Common Stock | Stock | Joint | None |
| DGXQuest Diagnostics Incorporated Common Stock | Stock | Joint | None |
| RJFRaymond James Financial, Inc. | Stock | Joint | None |
| RSReliance Steel & Aluminum Co. Common Stock | Stock | Joint | None |
| ROLRollins, Inc. Common Stock | Stock | Joint | None |
| RTXRTX Corporation | Stock | Joint | None |
| SPGIS&P Global Inc. | Stock | Joint | None |
| CRMSalesforce, Inc. | Stock | Joint | None |
| NOWServiceNow, Inc. Common Stock | Stock | Joint | None |
| SHWSherwin-Williams Company | Stock | Joint | None |
| LUVSouthwest Airlines Company Common Stock | Stock | Joint | None |
| SPDR Portfolio Long Term Treasury ETF | Fund | Joint | None |
| State Street SPDR MSCI ACWI ex-US ETF | Fund | Joint | $250,001 - $500,000 |
| State Street SPDR Nuveen ICE Short Term Municipal Bond ETF | Fund | Joint | None |
| State Street SPDR Portfolio High Yield Bond ETF | Fund | Joint | $1,001 - $15,000 |
| SYKStryker Corporation | Stock | Joint | None |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Joint | None |
| TSLATesla, Inc. | Stock | Joint | None |
| CIThe Cigna Group | Stock | Joint | None |
| TMOThermo Fisher Scientific Inc | Stock | Joint | None |
| TXNMTXNM Energy, Inc. Common Stock | Stock | Joint | None |
| UBERUber Technologies, Inc. | Stock | Joint | None |
| UDRUDR, Inc. Common Stock | Stock | Joint | None |
| PRKSUnited Parks & Resorts Inc. Common Stock | Stock | Joint | None |
| VanEck ETF Trust VanEck High Yield Muni ETF | Fund | Joint | $100,001 - $250,000 |
| Vanguard Div Appreciation ETF | Fund | Joint | $100,001 - $250,000 |
| Vanguard Mortgage-Backed Securities ETF | Fund | Joint | $1,001 - $15,000 |
| Vanguard Tax-Exempt Bond ETF | Fund | Joint | None |
| Vanguard Total International Bond ETF | Fund | Joint | $100,001 - $250,000 |
| VRSNVeriSign, Inc. - Common Stock | Stock | Joint | None |
| VRSKVerisk Analytics, Inc. - Common Stock | Stock | Joint | None |
| VICIVICI Properties Inc. | Stock | Joint | None |
| VVisa Inc. | Stock | Joint | None |
| GWWW.W. Grainger, Inc. | Stock | Joint | None |
| WMWaste Management, Inc. | Stock | Joint | None |
| WBSWebster Financial Corporation Common Stock | Stock | Joint | None |
| WYWeyerhaeuser Company Common Stock | Stock | Joint | None |
| WTWWillis Towers Watson Public Limited Company - Ordinary Shares | Stock | Joint | None |
| WDAYWorkday, Inc. - Class A | Stock | Joint | None |
| XELXcel Energy Inc. | Stock | Joint | None |
| Nonmanaged Cash Account | Other | Joint | $100,001 - $250,000 |
| Bank of America Bank Account | Other | Spouse | $50,001 - $100,000 |
| BlackRock Liquidity Funds FedFund - Premier | Fund | Spouse | $15,001 - $50,000 |
| iShares Broad USD Investment Grade Corporate Bond ETF | Fund | Spouse | $500,001 - $1,000,000 |
| iShares Core S&P U.S. Growth ETF | Fund | Spouse | $500,001 - $1,000,000 |
| iShares Core S&P U.S. Value ETF | Fund | Spouse | $1,000,001 - $5,000,000 |
| iShares U.S. Treasury Bond ETF | Fund | Spouse | $500,001 - $1,000,000 |
| SPDR Portfolio Long Term Treasury ETF | Fund | Spouse | $50,001 - $100,000 |
| State Street SPDR Portfolio High Yield Bond ETF | Fund | Spouse | $100,001 - $250,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Mortgage-Backed Securities ETF | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Russell 2000 ETF | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Total International Bond ETF | Fund | Spouse | $500,001 - $1,000,000 |
| ABTAbbott Laboratories | Stock | Joint | $1,001 - $15,000 |
| ABBVAbbVie Inc. | Stock | Joint | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| AMDAdvanced Micro Devices, Inc. | Stock | Joint | $15,001 - $50,000 |
| APDAir Products and Chemicals, Inc. | Stock | Joint | $1,001 - $15,000 |
| ALLAllstate Corporation | Stock | Joint | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Joint | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Joint | $100,001 - $250,000 |
| AMZNAmazon.com, Inc. | Stock | Joint | $50,001 - $100,000 |
| AXPAmerican Express Company | Stock | Joint | $1,001 - $15,000 |
| AMPAmeriprise Financial, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| AMEAMETEK, Inc. | Stock | Joint | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Joint | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. | Stock | Joint | $1,001 - $15,000 |
| ANSYS, Inc. | Stock | Joint | None |
| AONAon plc Class A Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Joint | $100,001 - $250,000 |
| AMATApplied Materials, Inc. | Stock | Joint | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Joint | $1,001 - $15,000 |
| ADSKAutodesk, Inc. | Stock | Joint | $1,001 - $15,000 |
| ADPAutomatic Data Processing, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| BKRBaker Hughes Company | Stock | Joint | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Joint | $15,001 - $50,000 |
| TECHBio-Techne Corp - Common Stock | Stock | Joint | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Joint | $1,001 - $15,000 |
| BKNGBooking Holdings Inc. | Stock | Joint | $1,001 - $15,000 |
| BSXBoston Scientific Corporation | Stock | Joint | $15,001 - $50,000 |
| AVGOBroadcom Inc. | Stock | Joint | $50,001 - $100,000 |
| BRBroadridge Financial Solutions, Inc. | Stock | Joint | $1,001 - $15,000 |
| CPTCamden Property Trust Common Stock | Stock | Joint | None |
| CPCanadian Pacific Kansas City Limited Common Shares | Stock | Joint | $1,001 - $15,000 |
| COFCapital One Financial Corporation | Stock | Joint | $15,001 - $50,000 |
| CCLCarnival Corporation | Stock | Joint | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Joint | $1,001 - $15,000 |
| CBRECBRE Group Inc Common Stock Class A | Stock | Joint | $1,001 - $15,000 |
| SCHWCharles Schwab Corporation | Stock | Joint | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Joint | $15,001 - $50,000 |
| CBChubb Limited | Stock | Joint | $1,001 - $15,000 |
| CHDChurch & Dwight Company, Inc. | Stock | Joint | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Joint | $15,001 - $50,000 |
| CCitigroup, Inc. | Stock | Joint | $1,001 - $15,000 |
| CMECME Group Inc. - Class A | Stock | Joint | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Joint | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Joint | None |
| Comerica Incorporated | Stock | Joint | $1,001 - $15,000 |
| CAGConAgra Brands, Inc. | Stock | Joint | None |
| EDConsolidated Edison, Inc. | Stock | Joint | $1,001 - $15,000 |
| GLWCorning Incorporated Common Stock | Stock | Joint | $1,001 - $15,000 |
| CPAYCorpay, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| CTVACorteva, Inc. | Stock | Joint | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Joint | $1,001 - $15,000 |
| CCICrown Castle Inc. | Stock | Joint | None |
| CSXCSX Corporation | Stock | Joint | $1,001 - $15,000 |
| CMICummins Inc. | Stock | Joint | $1,001 - $15,000 |
| DVNDevon Energy Corporation | Stock | Joint | $1,001 - $15,000 |
| DGDollar General Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| DTEDTE Energy Company Common Stock | Stock | Joint | $1,001 - $15,000 |
| DUKDuke Energy Corporation | Stock | Joint | $1,001 - $15,000 |
| DDDuPont de Nemours, Inc. | Stock | Joint | $1,001 - $15,000 |
| EIXEdison International Common Stock | Stock | Joint | None |
| EWEdwards Lifesciences Corporation | Stock | Joint | $15,001 - $50,000 |
| EAElectronic Arts Inc. | Stock | Joint | None |
| LLYEli Lilly and Company | Stock | Joint | $50,001 - $100,000 |
| EMREmerson Electric Company | Stock | Joint | $1,001 - $15,000 |
| ETREntergy Corporation | Stock | Joint | $1,001 - $15,000 |
| EVRGEvergy, Inc. | Stock | Joint | $1,001 - $15,000 |
| XOMExxon Mobil Corporation | Stock | Joint | $1,001 - $15,000 |
| FASTFastenal Company - Common Stock | Stock | Joint | $1,001 - $15,000 |
| FITBFifth Third Bancorp | Stock | Joint | $1,001 - $15,000 |
| FFord Motor Company | Stock | Joint | $1,001 - $15,000 |
| FTNTFortinet, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| FOXAFox Corporation - Class A Common Stock | Stock | Joint | $1,001 - $15,000 |
| FOXFox Corporation - Class B Common Stock | Stock | Joint | $1,001 - $15,000 |
| GRMNGarmin Ltd. Common Stock | Stock | Joint | $1,001 - $15,000 |
| GE Aerospace Common Stock | Stock | Joint | $15,001 - $50,000 |
| GEVGE Vernova Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation | Stock | Joint | $1,001 - $15,000 |
| GMGeneral Motors Company | Stock | Joint | $1,001 - $15,000 |
| GILDGilead Sciences, Inc. | Stock | Joint | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Joint | $1,001 - $15,000 |
| HALHalliburton Company | Stock | Joint | $1,001 - $15,000 |
| DOCHealthpeak Properties, Inc. Common Stock | Stock | Joint | None |
| HPEHewlett Packard Enterprise Company | Stock | Joint | $1,001 - $15,000 |
| HLTHilton Worldwide Holdings Inc. | Stock | Joint | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Joint | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Joint | None |
| HWMHowmet Aerospace Inc. | Stock | Joint | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Joint | $1,001 - $15,000 |
| ICEIntercontinental Exchange Inc. | Stock | Joint | $1,001 - $15,000 |
| IBMInternational Business Machines Corporation | Stock | Joint | $1,001 - $15,000 |
| INTUIntuit Inc. | Stock | Joint | $1,001 - $15,000 |
| JBHTJ.B. Hunt Transport Services, Inc. - Common Stock | Stock | Joint | None |
| JNJJohnson & Johnson | Stock | Joint | None |
| JCIJohnson Controls International plc Ordinary Share | Stock | Joint | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Joint | $15,001 - $50,000 |
| KDPKeurig Dr Pepper Inc. | Stock | Joint | None |
| KMBKimberly-Clark Corporation Common Stock | Stock | Joint | None |
| KIMKimco Realty Corporation | Stock | Joint | $1,001 - $15,000 |
| KMIKinder Morgan, Inc. | Stock | Joint | $1,001 - $15,000 |
| LHXL3Harris Technologies, Inc. | Stock | Joint | None |
| LRCXLam Research Corporation | Stock | Joint | $1,001 - $15,000 |
| LVSLas Vegas Sands Corp. | Stock | Joint | None |
| LENLennar Corporation Class A | Stock | Joint | $1,001 - $15,000 |
| LINLinde plc Ordinary Shares | Stock | Joint | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Joint | $1,001 - $15,000 |
| LOWLowe's Companies, Inc. | Stock | Joint | $1,001 - $15,000 |
| MTBM&T Bank Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| MPCMarathon Petroleum Corporation | Stock | Joint | None |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Joint | $1,001 - $15,000 |
| MASMasco Corporation | Stock | Joint | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Joint | $15,001 - $50,000 |
| MCDMcDonald's Corporation | Stock | Joint | $15,001 - $50,000 |
| MCKMcKesson Corporation | Stock | Joint | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Joint | $50,001 - $100,000 |
| METMetLife, Inc. | Stock | Joint | $1,001 - $15,000 |
| MUMicron Technology, Inc. | Stock | Joint | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Joint | $100,001 - $250,000 |
| MCOMoody's Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| NDAQNasdaq, Inc. | Stock | Joint | $1,001 - $15,000 |
| NFLXNetflix, Inc. | Stock | Joint | $15,001 - $50,000 |
| NEMNewmont Corporation | Stock | Joint | $1,001 - $15,000 |
| NEENextEra Energy, Inc. Common Stock | Stock | Joint | None |
| NSCNorfolk Southern Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| NOCNorthrop Grumman Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| NRGNRG Energy, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| NUENucor Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| NVDANVIDIA Corporation | Stock | Joint | $100,001 - $250,000 |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| OKEONEOK, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| ORCLOracle Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| PCARPACCAR Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| PANWPalo Alto Networks, Inc. | Stock | Joint | $15,001 - $50,000 |
| PHParker-Hannifin Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Joint | $1,001 - $15,000 |
| PSXPhillips 66 Common Stock | Stock | Joint | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Joint | $1,001 - $15,000 |
| PFGPrincipal Financial Group Inc | Stock | Joint | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Joint | $1,001 - $15,000 |
| PGRProgressive Corporation | Stock | Joint | $1,001 - $15,000 |
| PLDProLogis, Inc. | Stock | Joint | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. | Stock | Joint | $1,001 - $15,000 |
| PTCPTC Inc. | Stock | Joint | None |
| QQnity Electronics, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Joint | $1,001 - $15,000 |
| RJFRaymond James Financial, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| RFRegions Financial Corporation Common Stock | Stock | Joint | $1,001 - $15,000 |
| RSGRepublic Services, Inc. | Stock | Joint | $1,001 - $15,000 |
| RMDResMed Inc. | Stock | Joint | $1,001 - $15,000 |
| ROPRoper Technologies, Inc. | Stock | Joint | $1,001 - $15,000 |
| RCLRoyal Caribbean Cruises Ltd. | Stock | Joint | $15,001 - $50,000 |
| RTXRTX Corporation | Stock | Joint | $1,001 - $15,000 |
| SPGIS&P Global Inc. | Stock | Joint | $1,001 - $15,000 |
| CRMSalesforce, Inc. | Stock | Joint | $1,001 - $15,000 |
| SPGSimon Property Group, Inc. | Stock | Joint | $1,001 - $15,000 |
| SOSouthern Company | Stock | Joint | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Joint | None |
| STTState Street Corporation | Stock | Joint | $1,001 - $15,000 |
| SYFSynchrony Financial Common Stock | Stock | Joint | $1,001 - $15,000 |
| SYYSysco Corporation Common Stock | Stock | Joint | None |
| TMUST-Mobile US, Inc. | Stock | Joint | $1,001 - $15,000 |
| TPRTapestry, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| Tax Efficient Core Cash Account | Other | Joint | $15,001 - $50,000 |
| TSLATesla, Inc. | Stock | Joint | None |
| TXNTexas Instruments Incorporated | Stock | Joint | $1,001 - $15,000 |
| TRVThe Travelers Companies, Inc. | Stock | Joint | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Joint | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Joint | $1,001 - $15,000 |
| TFCTruist Financial Corporation | Stock | Joint | $1,001 - $15,000 |
| UBERUber Technologies, Inc. Common Stock | Stock | Joint | None |
| UNPUnion Pacific Corporation | Stock | Joint | $1,001 - $15,000 |
| UALUnited Airlines Holdings, Inc. - Common Stock | Stock | Joint | $1,001 - $15,000 |
| UPSUnited Parcel Service, Inc. | Stock | Joint | None |
| URIUnited Rentals, Inc. | Stock | Joint | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Joint | $15,001 - $50,000 |
| UHSUniversal Health Services, Inc. Common Stock | Stock | Joint | $1,001 - $15,000 |
| UNMUnum Group | Stock | Joint | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Joint | None |
| VRTXVertex Pharmaceuticals Incorporated | Stock | Joint | $1,001 - $15,000 |
| VVisa Inc. | Stock | Joint | $15,001 - $50,000 |
| GWWW.W. Grainger, Inc. | Stock | Joint | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Joint | $15,001 - $50,000 |
| DISWalt Disney Company | Stock | Joint | None |
| WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Stock | Joint | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Joint | $1,001 - $15,000 |
| WELLWelltower Inc. | Stock | Joint | $1,001 - $15,000 |
| WMBWilliams Companies, Inc. | Stock | Joint | $1,001 - $15,000 |
How reports are read: holdings methodology.