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PalanorPalanor

Congressional stock trades · Member

Jerry Moran

Senator · KS · Republican

182 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 10 annual reports are below.

Current committees: Senate Committee on Agriculture, Nutrition, and Forestry; Senate Committee on Appropriations; Senate Committee on Commerce, Science, and Transportation; Senate Committee on Indian Affairs; Senate Committee on Veterans' Affairs; Senate Select Committee on Intelligence.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-07-212026-06-2328MemberBRK.BBerkshire Hathaway Inc. New Common StockPurchase$15,001 - $50,000eFD →
2026-07-212026-06-2328MemberGOOGAlphabet Inc. - Class C Capital StockPurchase$1,001 - $15,000eFD →
2026-06-252026-05-2729MemberBRK.BBerkshire Hathaway Inc. New Common StockPurchase$1,001 - $15,000eFD →
2026-06-252026-05-2729SpouseBRK.BBerkshire Hathaway Inc. New Common StockPurchase$1,001 - $15,000eFD →
2026-06-252026-05-2729SpouseBRK.BBerkshire Hathaway Inc. New Common StockPurchase$1,001 - $15,000eFD →
2026-06-252026-05-2729MemberBRK.BBerkshire Hathaway Inc. New Common StockPurchase$1,001 - $15,000eFD →
2026-06-252026-05-2729MemberGOOGAlphabet Inc. - Class C Capital StockSale (partial)$1,001 - $15,000eFD →
2025-10-272025-09-2334MemberBRK.BBerkshire Hathaway Cl BPurchase$1,001 - $15,000eFD →
2025-10-272025-09-2334SpouseGOOGAlphabet Cl CSale (partial)$1,001 - $15,000eFD →
2025-10-272025-09-2334MemberGOOGAlphabet Cl CSale (partial)$1,001 - $15,000eFD →
2025-06-182025-05-0841SpouseGOOGAlphabet Cl CPurchase$1,001 - $15,000eFD →
2025-06-182025-05-0841MemberGOOGAlphabet Cl CPurchase$1,001 - $15,000eFD →
2025-06-182025-05-0841MemberGOOGAlphabet Cl CPurchase$1,001 - $15,000eFD →
2025-06-182025-05-0841SpouseGOOGAlphabet Cl CPurchase$1,001 - $15,000eFD →
2025-01-182024-12-1633MemberBRK.BBerkshire Hathaway Cl BPurchase$1,001 - $15,000eFD →
2024-08-292024-07-2931SpouseBRK.BBerkshire Hathaway Cl BSale (partial)$1,001 - $15,000eFD →
2024-08-292024-07-2931MemberBRK.BBerkshire Hathaway Cl BSale (partial)$15,001 - $50,000eFD →
2024-08-292024-07-2931SpouseBRK.BBerkshire Hathaway Cl BSale (partial)$1,001 - $15,000eFD →
2024-08-292024-07-2931MemberBRK.BBerkshire Hathaway Cl BSale (partial)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseJNJJohnson & Johnson Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberCMCSAComcast Corporation - Class A Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberAAPLApple Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseCMCSAComcast Corporation - Class A Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberJNJJohnson & Johnson Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberKRKroger Company (The) Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseCVXChevron Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberBACBank of America CorpSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberCVXChevron Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberCVSCVS Health Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberUSBU.S. Bancorp Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberMETAMeta Platforms, Inc. - Class A Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberXOMExxon Mobil Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseDVADaVita Inc. Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseCVSCVS Health Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseMETAMeta Platforms, Inc. - Class A Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberCIThe Cigna Group Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseXOMExxon Mobil Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseVZVerizon Communications Inc. Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseUSBU.S. Bancorp Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpousePIIPolaris Inc. Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberVZVerizon Communications Inc. Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberHALHalliburton CompanySale (full)$15,001 - $50,000eFD →
2024-01-172023-12-1434MemberMSFTMicrosoft Corporation - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberKMBKimberly-Clark Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseBRK.BBerkshire Hathaway Cl BPurchase$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberBNYBank of New York Mellon CorpSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseCSCOCisco Systems, Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseCIThe Cigna Group Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberPFEPfizer, Inc. Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseMSFTMicrosoft Corporation - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseBNYBank of New York Mellon CorpSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseKRKroger CompanySale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberINTCIntel Corporation - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberGOOGAlphabet Cl CSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseGOOGAlphabet Cl CSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberPIIPolaris Inc. Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseINTCIntel Corporation - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberCSCOCisco Systems, Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberBRK.BBerkshire Hathaway Cl BPurchase$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberAMZNAmazon.com, Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseAAPLApple Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseBACBank of America CorpSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434SpouseKMBKimberly-Clark Corporation Common StockSale (full)$1,001 - $15,000eFD →
2024-01-172023-12-1434MemberDVADaVita Inc. Common StockSale (full)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseCMCSAComcast Corporation - Class A Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseGILDGilead Sciences, Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberThe Bank of New York Mellon Corporation Common StoPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberBACBank of America Corporation Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberXOMExxon Mobil Corporation Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberKRKroger Company (The) Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberUSBU.S. Bancorp Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseCSCOCisco Systems, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpousePIIPolaris Inc. Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberCICigna Corporation Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberCMCSAComcast Corporation - Class A Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberGOOGAlphabet Inc. - Class C Capital StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseThe Bank of New York Mellon Corporation Common StoPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseUSBU.S. Bancorp Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberMETAFacebook, Inc. - Class A Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseBRK.BBerkshire Hathaway Inc. New Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberPFEPfizer, Inc. Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpousePFEPfizer, Inc. Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseCVSCVS Health Corporation Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberGILDGilead Sciences, Inc. - Common StockSale (full)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseXOMExxon Mobil Corporation Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberAAPLApple Inc. - Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberBRK.BBerkshire Hathaway Inc. New Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseBACBank of America Corporation Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberCVSCVS Health Corporation Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberVZVerizon Communications Inc. Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseCICigna Corporation Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberPIIPolaris Inc. Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseAAPLApple Inc. - Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberDVADaVita Inc. Common StockSale (partial)$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberKMBKimberly-Clark Corporation Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131SpouseKMBKimberly-Clark Corporation Common StockPurchase$1,001 - $15,000eFD →
2022-01-212021-12-2131MemberCSCOCisco Systems, Inc. - Common StockPurchase$1,001 - $15,000eFD →
2021-05-192020-04-01413 ·>45JointVerizon Communications Inc. (Exchanged) T-Mobile US, Inc. (Received)Exchange$1,001 - $15,000eFD →
2021-05-192020-03-10435 ·>45MemberHALHalliburton CompanyPurchase$1,001 - $15,000eFD →
2021-05-192020-03-10435 ·>45MemberVanguard Ultra-Short-Term Bond Fund Admiral SharesSale (partial)$15,001 - $50,000eFD →
2021-02-082021-01-2712MemberCOSTCostco Wholesale CorporationSale (full)$1,001 - $15,000eFD →
2021-02-082021-01-2712SpouseCOSTCostco Wholesale CorporationSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberBRK.BBerkshire Hathaway Inc.Sale (partial)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseABBVAbbVie Inc.Sale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberCVXChevron CorporationPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberGILDGilead Sciences, Inc.Purchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberOXYOccidental Petroleum CorporationSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberJNJJohnson & JohnsonPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberCVSCVS Health CorporationPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseKOThe Coca-Cola CompanySale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberWFCWells Fargo & CompanySale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseDISThe Walt Disney CompanySale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberDISThe Walt Disney CompanySale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseKRThe Kroger Co.Purchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberVVisa Inc.Sale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberMPCMarathon Petroleum CorporationSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseCVXChevron CorporationPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberBACBank of America CorporationPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberJPMJPMorgan Chase & Co.Sale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberCOSTCostco Wholesale CorporationSale (partial)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberRoyal Dutch Shell plcSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberUSBU.S. BancorpPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberTXNTexas Instruments IncorporatedSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseTXNTexas Instruments IncorporatedSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseAAPLApple Inc.Sale (partial)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberAAPLApple Inc.Sale (partial)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseVVisa Inc.Sale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseBRK.BBerkshire Hathaway Inc.Purchase$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseJPMJPMorgan Chase & Co.Sale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberALLThe Allstate CorporationSale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseWFCWells Fargo & CompanySale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberINTCIntel CorporationPurchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberKRThe Kroger Co.Purchase$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberKOThe Coca-Cola CompanySale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118MemberABBVAbbVie Inc.Sale (full)$1,001 - $15,000eFD →
2020-09-082020-08-2118SpouseALLThe Allstate CorporationSale (full)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseMPCMarathon Petroleum CorporationPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberXOMExxon Mobil CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberKOThe Coca-Cola CompanyPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseCOSTCostco Wholesale CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberJNJJohnson & JohnsonPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseDISThe Walt Disney CompanySale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseKOThe Coca-Cola CompanyPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberMPCMarathon Petroleum CorporationPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberGILDGilead Sciences, Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberSPDR Bloomberg Barclays High Yield Bond ETFSale (partial)$15,001 - $50,000eFD →
2020-08-052019-09-25315 ·>45MemberINTCIntel CorporationPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberMSFTMicrosoft CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseSPDR Bloomberg Barclays High Yield Bond ETFSale (full)$15,001 - $50,000eFD →
2020-08-052019-09-25315 ·>45MemberVVisa Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseWFCWells Fargo & CompanySale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseMETAFacebook, Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberMETAFacebook, Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberDISThe Walt Disney CompanySale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberBACBank of America CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberTXNTexas Instruments IncorporatedPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseINTCIntel CorporationPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberWFCWells Fargo & CompanySale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberCVSCVS Health CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseJNJJohnson & JohnsonPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseAAPLApple Inc.Sale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseXOMExxon Mobil CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseGISGeneral Mills, Inc.Sale (full)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberAMZNAmazon.com, Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseVVisa Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseTXNTexas Instruments IncorporatedPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberVZVerizon Communications Inc.Sale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberGISGeneral Mills, Inc.Sale (full)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberAAPLApple Inc.Sale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseVZVerizon Communications Inc.Sale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberBRK.BBerkshire Hathaway Inc.Purchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberCOSTCostco Wholesale CorporationSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberOXYOccidental Petroleum CorporationPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45MemberUSBU.S. BancorpSale (partial)$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseOXYOccidental Petroleum CorporationPurchase$1,001 - $15,000eFD →
2020-08-052019-09-25315 ·>45SpouseGILDGilead Sciences, Inc.Purchase$1,001 - $15,000eFD →
2020-03-162020-03-106JointHALHalliburton CompanyPurchase$1,001 - $15,000eFD →
2020-03-162020-03-106MemberVanguard FTSE Emerging Markets Index Fund ETF SharSale (partial)$15,001 - $50,000eFD →
2020-03-162020-03-106MemberBRK.BBerkshire Hathaway Inc.Purchase$1,001 - $15,000eFD →
2020-03-162020-03-106MemberXOMExxon Mobil CorporationPurchase$1,001 - $15,000eFD →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2021 report.

102 assets with a value on the report filed 2022-05-16, 58 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.

AssetTypeOwnerValue (as filed)
Hanston Insurance AgencyOtherMember$250,001 - $500,000
Mainstar TrustOtherMember$15,001 - $50,000
Astra BankOtherJoint$50,001 - $100,000
Bank of HaysOtherJoint$1,001 - $15,000
Landmark BankOtherJoint$1,001 - $15,000
Bank of HaysOtherJoint$1,001 - $15,000
Bank of HaysOtherJoint$1,001 - $15,000
GOOGAlphabet Inc.StockMember$1,001 - $15,000
AMZNAmazon.com, Inc.StockMember$1,001 - $15,000
AAPLApple Inc.StockMember$1,001 - $15,000
BACBank of America CorporationStockMember$1,001 - $15,000
BRK.BBerkshire Hathaway Inc.StockMember$50,001 - $100,000
COSTCostco Wholesale CorporationStockMemberNone (or less than $1,001)
CVSCVS Health CorporationStockMember$1,001 - $15,000
DVADaVita Inc.StockMember$1,001 - $15,000
XOMExxon Mobil CorporationStockMember$1,001 - $15,000
METAMeta Platforms, Inc. - Class A Common StockStockMember$1,001 - $15,000
GILDGilead Sciences, Inc.StockMemberNone (or less than $1,001)
INTCIntel CorporationStockMember$1,001 - $15,000
JNJJohnson & JohnsonStockMember$1,001 - $15,000
MSFTMicrosoft CorporationStockMember$1,001 - $15,000
USBU.S. BancorpStockMember$1,001 - $15,000
VZVerizon Communications Inc.StockMember$1,001 - $15,000
American Funds The Growth Fund of America Class F-FundMemberNone (or less than $1,001)
Vanguard Short-Term Investment-Grade Fund AdmiralFundMember$50,001 - $100,000
Vanguard Ultra-Short-Term Bond Fund Admiral SharesFundMember$15,001 - $50,000
Raymond James Deposit ProgramOtherMember$1,001 - $15,000
American Funds Capital World Growth and Income FunFundMemberNone (or less than $1,001)
AVTAvnet, Inc. (NYSE)StockJoint$1,001 - $15,000
BAThe Boeing Company (NYSE)StockJoint$15,001 - $50,000
CVXChevron Corporation (NYSE)StockJoint$15,001 - $50,000
XOMExxon Mobil Corporation (NYSE)StockJoint$100,001 - $250,000
HALHalliburton Company (NYSE)StockJoint$1,001 - $15,000
OXYOccidental Petroleum Corporation (NYSE)StockJoint$1,001 - $15,000
PGThe Procter & Gamble Company (NYSE)StockJoint$15,001 - $50,000
SLBSchlumberger Limited (NYSE)StockJoint$1,001 - $15,000
TMUST-Mobile US, Inc.StockJoint$1,001 - $15,000
VVI-Viad CorpStockJoint$1,001 - $15,000
WMBWilliams Companies, Inc. (NYSE)StockJoint$1,001 - $15,000
Raymond James Deposit ProgramOtherJoint$50,001 - $100,000
GOOGAlphabet Inc.StockSpouse$1,001 - $15,000
AAPLApple Inc.StockSpouse$1,001 - $15,000
BACBank of America CorporationStockSpouse$1,001 - $15,000
BRK.BBerkshire Hathaway Inc.StockSpouse$15,001 - $50,000
COSTCostco Wholesale CorporationStockSpouseNone (or less than $1,001)
CVSCVS Health CorporationStockSpouse$1,001 - $15,000
DVADaVita Inc.StockSpouse$1,001 - $15,000
XOMExxon Mobil CorporationStockSpouse$1,001 - $15,000
METAMeta Platforms, Inc. - Class A Common StockStockSpouse$1,001 - $15,000
GILDGilead Sciences, Inc.StockSpouseNone (or less than $1,001)
INTCIntel CorporationStockSpouse$1,001 - $15,000
JNJJohnson & JohnsonStockSpouse$1,001 - $15,000
MSFTMicrosoft CorporationStockSpouse$1,001 - $15,000
USBU.S. BancorpStockSpouse$1,001 - $15,000
VZVerizon Communications Inc.StockSpouse$1,001 - $15,000
American Funds The Growth Fund of America Class F-FundSpouseNone (or less than $1,001)
Vanguard Short-Term Investment-Grade Fund AdmiralFundSpouse$15,001 - $50,000
Vanguard Ultra-Short-Term Bond Fund Admiral SharesFundSpouse$15,001 - $50,000
Raymond James Deposit ProgramOtherSpouse$1,001 - $15,000
CVXChevron CorporationStockMember$1,001 - $15,000
HALHalliburton CompanyStockMember$15,001 - $50,000
American Funds AMCAP Fund Class F-2FundMemberNone (or less than $1,001)
American Funds Fundamental Investors Class F-2FundMemberNone (or less than $1,001)
American Funds SMALLCAP World Fund Class F-2FundMemberNone (or less than $1,001)
FTOXX - Goldman Sachs Financial Square Treasury Obligations FundFundMemberNone (or less than $1,001)
CVXChevron CorporationStockSpouse$1,001 - $15,000
KRThe Kroger Co.StockSpouse$1,001 - $15,000
American Funds AMCAP Fund Class F-2FundSpouseNone (or less than $1,001)
American Funds Capital World Growth and Income FunFundSpouseNone (or less than $1,001)
American Funds Fundamental Investors Class F-2FundSpouseNone (or less than $1,001)
American Funds SMALLCAP World Fund Class F-2FundSpouseNone (or less than $1,001)
FTOXX - Goldman Sachs Financial Square Treasury Obligations FundFundSpouseNone (or less than $1,001)
Bank of HaysOtherJoint$50,001 - $100,000
KRThe Kroger Co.StockMember$1,001 - $15,000
The Bank of New York Mellon Corporation Common StoStockMember$1,001 - $15,000
The Bank of New York Mellon Corporation Common StoStockSpouse$1,001 - $15,000
CICigna Corporation Common StockStockMember$1,001 - $15,000
CSCOCisco Systems, Inc. - Common StockStockMember$1,001 - $15,000
CMCSAComcast Corporation - Class A Common StockStockMember$1,001 - $15,000
KMBKimberly-Clark Corporation Common StockStockMember$1,001 - $15,000
PFEPfizer, Inc. Common StockStockMember$1,001 - $15,000
PIIPolaris Inc. Common StockStockMember$1,001 - $15,000
American Mutual Fund Class F-2 SharesFundMember$50,001 - $100,000
International Growth and Income Fd Cl F-2 ShsFundMember$15,001 - $50,000
The Investment Company of America Class F-2 ShsFundMember$15,001 - $50,000
Washington Mutual Investors Fund Cl F-2 ShsFundMember$1,001 - $15,000
Dfa International Value PortfolioFundMember$1,001 - $15,000
Dfa U.S. Small Cap Value PortfolioFundMember$15,001 - $50,000
Doubleline Low Duration Bond Fund Class IFundMember$50,001 - $100,000
CICigna Corporation Common StockStockSpouse$1,001 - $15,000
CSCOCisco Systems, Inc. - Common StockStockSpouse$1,001 - $15,000
CMCSAComcast Corporation - Class A Common StockStockSpouse$1,001 - $15,000
KMBKimberly-Clark Corporation Common StockStockSpouse$1,001 - $15,000
PFEPfizer, Inc. Common StockStockSpouse$1,001 - $15,000
PIIPolaris Inc. Common StockStockSpouse$1,001 - $15,000
American Mutual Fund Class F-2 SharesFundSpouse$15,001 - $50,000
International Growth and Income Fd Cl F-2 ShsFundSpouse$1,001 - $15,000
The Investment Company of America Class F-2 ShsFundSpouse$1,001 - $15,000
Washington Mutual Investors Fund Cl F-2 ShsFundSpouse$1,001 - $15,000
Dfa International Value PortfolioFundSpouse$1,001 - $15,000
Dfa U.S. Small Cap Value PortfolioFundSpouse$1,001 - $15,000
Doubleline Low Duration Bond Fund Class IFundSpouse$15,001 - $50,000

How reports are read: holdings methodology.