Congressional stock trades · Member
Markwayne Mullin
Former senator · OK · Republican
515 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.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2025-05-12 | 2025-04-08 | 34 | Joint | ADBEAdobe Systems Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | ZTSZoetis Inc Cl A | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | AMATApplied Materials | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | TMOThermo Fisher Scientific Inc | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | CVXChevron Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | LRCXLam Research Corp | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | TXNTexas Instruments | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | VLOValero Energy Corp | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | COPConocophillips | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-04-13 | 2025-03-19 | 25 | Joint | COFCapital One Financial Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-03-17 | 2025-02-19 | 26 | Joint | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-17 | 2025-02-19 | 26 | Joint | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-03-17 | 2025-02-19 | 26 | Joint | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | Bershire Hathaway Cdr [Cad Hedged] | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | TJXTJX Companies | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | IQVIqvia Holdings Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | LPLALpl Financial Holdings | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | Materials ETF Vanguard | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | HONHoneywell International Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | AMZNAmazon.com Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | STZConstellation Brands Inc | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | MSFTMicrosoft Corp | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | AMDAdv Micro Devices | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | ACNAccenture Plc | Purchase | $50,001 - $100,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | DHRDanaher Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | PMPhilip Morris International Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-13 | 14 | Joint | LHXL3Harris Technologies Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | MTZMastec Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | LRNStride Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | AITApplied Industrial Technologies | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | GSGoldman Sachs Group | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | DELLDell Technologies Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | COHRCoherent Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | CRDOCredo Technology Group Holding Ltd | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | WABWabtec Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | IRMIron Mountain Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-02-27 | 2025-02-03 | 24 | Joint | PRMBPrimo Water Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | Eurozone Ishares MSCI ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | ABTAbbott Laboratories | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | iShares Core MSCI EAFE ETF | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-08 | 23 | Joint | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | WABWabtec Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | MTZMastec Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | GSGoldman Sachs Group | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | GSGoldman Sachs Group | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | LRNStride Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | PRMBPrimo Brands Corporation Cl A | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | MTZMastec Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | AITApplied Industrial Technologies, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | CRDOCredo Technology Group Holding Ltd | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | DELLDell Technologies Inc. Class C Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | COHRCoherent Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | LRNStride Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | COHRCoherent Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | CRDOCredo Technology Group Holding Ltd | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | IRMIron Mountain Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | WABWabtec Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Member | IRMIron Mountain Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | PRMBPrimo Brands Corporation Cl A | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-31 | 2025-01-02 | 29 | Spouse | AITApplied Industrial Technologies, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2025-01-03 | 2024-12-27 | 7 | Joint | Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-01-03 | 2024-12-26 | 8 | Joint | Invesco Optimum Yield Diversified Commodity Strate | Sale (full) | $250,001 - $500,000 | eFD → |
| 2025-01-03 | 2024-12-26 | 8 | Joint | Goldman Sachs Intl Small Cap Insights Fd Inst | Purchase | $50,001 - $100,000 | eFD → |
| 2025-01-03 | 2024-12-26 | 8 | Joint | Pimco Commoditiesplus Strategy Fund Class I-2 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-01-03 | 2024-12-26 | 8 | Joint | Vanguard Real Estate ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2025-01-03 | 2024-12-26 | 8 | Joint | Column Small Cap Select Fund | Purchase | $100,001 - $250,000 | eFD → |
| 2025-01-03 | 2024-12-26 | 8 | Joint | iShares Core MSCI Emerging Markets ETF | Purchase | $50,001 - $100,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | ETNEaton Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | AXONAxon Enterprise, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | BMIBadger Meter, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | ELFE.L.F. Beauty Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | SFMSprouts Farmers Market, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | AXONAxon Enterprise Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | CyberArk Software Ltd. - Ordinary Shares | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | FRPTFreshpet, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | GSGoldman Sachs Group | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | FRPTFreshpet, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | ETNEaton Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | ELFE.L.F. Beauty Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | GSGoldman Sachs Group | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | BMIBadger Meter, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | CyberArk Software Ltd. - Ordinary Shares | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Spouse | LRNStride, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-18 | 13 | Member | LRNStride Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-12-31 | 2024-12-11 | 20 | Joint | PEPPepsiCo, Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-11 | 20 | Joint | ABTAbbott Laboratories Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-12-11 | 20 | Joint | AMATApplied Materials, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2024-12-31 | 2024-07-30 | 154 ·>45 | Spouse | LRNStride, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-12-19 | 2024-11-27 | 22 | Joint | iShares Core MSCI EAFE ETF | Purchase | $100,001 - $250,000 | eFD → |
| 2024-12-19 | 2024-11-27 | 22 | Joint | iShares Core MSCI Emerging Markets ETF | Purchase | $1,001 - $15,000 | eFD → |
| 2024-12-19 | 2024-11-27 | 22 | Joint | iShares MSCI Eurozone ETF | Purchase | $100,001 - $250,000 | eFD → |
| 2024-12-03 | 2024-11-12 | 21 | Joint | Pimco Commoditiesplus Strategy Fund Class I-2 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-12-03 | 2024-11-12 | 21 | Joint | Invesco Actively Managed Exchange Traded | Purchase | $15,001 - $50,000 | eFD → |
| 2024-12-03 | 2024-10-29 | 35 | Joint | Pimco Commodities Plus Strategy Fund Class | Sale (partial) | $250,001 - $500,000 | eFD → |
| 2024-12-03 | 2024-10-29 | 35 | Joint | Invesco Actively Managed Exchange-Traded Fund Trus | Purchase | $250,001 - $500,000 | eFD → |
| 2024-11-08 | 2024-10-16 | 23 | Joint | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-11-08 | 2024-10-10 | 29 | Joint | NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-11-08 | 2024-10-08 | 31 | Joint | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-11-08 | 2024-07-30 | 101 ·>45 | Member | LRNStride Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-09-19 | 2024-08-20 | 30 | Joint | EWEdwards Lifesciences Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-09-19 | 2024-08-20 | 30 | Joint | SBUXStarbucks Corp | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-09-19 | 2024-08-20 | 30 | Joint | IQVIqvia Holdings Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2024-09-19 | 2024-08-20 | 30 | Joint | TJXTJX Companies, Inc. (The) Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2024-08-19 | 2024-07-23 | 27 | Joint | Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-07-12 | 2024-06-13 | 29 | Joint | Russell 1000 Ishares ETF | Sale (partial) | $500,001 - $1,000,000 | eFD → |
| 2024-07-12 | 2024-06-12 | 30 | Joint | CMCSAComcast Corporation - Class A Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-07-12 | 2024-06-12 | 30 | Joint | Russell 1000 Ishares ETF | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2024-07-12 | 2024-06-12 | 30 | Joint | PHParker-Hannifin Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2024-07-12 | 2024-06-12 | 30 | Joint | NKENike, Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-06-07 | 2024-06-07 | 0 | Joint | Ishares TR Russell 1000 ETF | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2024-06-07 | 2024-05-08 | 30 | Joint | iShares Russell 1000 ETF | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2024-06-07 | 2024-05-08 | 30 | Joint | Pimco Commodities Plus Strategy Fund Class | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-05-02 | 2024-04-03 | 29 | Member | ZTSZoetis Inc. Class A Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-05-01 | 2024-04-03 | 28 | Joint | ZTSZoetis Inc. Class A Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-03-01 | 2024-02-08 | 22 | Joint | Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-03-01 | 2024-02-06 | 24 | Joint | Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-02-15 | 2024-01-26 | 20 | Joint | Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-02-15 | 2024-01-24 | 22 | Joint | McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-02-15 | 2024-01-23 | 23 | Joint | Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-02-15 | 2024-01-19 | 27 | Joint | Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-02-15 | 2024-01-18 | 28 | Joint | Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-01-26 | 2024-01-18 | 8 | Joint | AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2024-01-18 | 8 | Joint | CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-01-26 | 2024-01-18 | 8 | Joint | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-01-26 | 2024-01-18 | 8 | Joint | JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-01-26 | 2024-01-10 | 16 | Joint | OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025 | Purchase | $50,001 - $100,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | ELFE.L.F. Beauty Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | CyberArk Software Ltd. - Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | AXONAxon Enterprise Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | GSGoldman Sachs Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | ZTSZoetis Inc Cl A | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | FRPTFreshpet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | GSGoldman Sachs Group, Inc. (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | ELFE.L.F. Beauty Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | SFMSprouts Farmers Market | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | SFMSprouts Farmers Market, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | ETNEaton Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | BMIBadger Meter, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Spouse | BMIBadger Meter, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | ETNEaton Corp | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | CyberArk Software Ltd. - Ordinary Shares | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | FRPTFreshpet, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | OLLIOllie's Bargain Outlet Holdings, Inc. - Common Sto | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-04 | 22 | Member | AXONAxon Enterprise Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2024-01-03 | 23 | Joint | Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | AMDAdvanced Micro Devices, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | AMATApplied Materials, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | ADBEAdobe Systems Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | NVDANVIDIA Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | LRCXLam Research Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | AAPLApple Inc. - Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2024-01-26 | 2024-01-02 | 24 | Joint | METAMeta Platforms Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | PODDInsulet Corp | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | FNFabrinet | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | CELHCelsius Holdings Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | EXLSExlService Holdings, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | PYPLPayPal Holdings, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | Instructure Holdings Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | FCFSFirstCash Holdings, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | SHOPShopify Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | HUBBHubbell Inc Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-01-26 | 2023-12-22 | 35 | Member | CTVACorteva Inc | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-12-28 | 2023-12-06 | 22 | Joint | Cleveland County OK Educational FACS REV Rate/Coupon: 5.0% Matures: 06/01/2032 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-12-28 | 2023-12-05 | 23 | Joint | VLTOVeralto Corp Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2023-11-28 | 2023-11-16 | 12 | Joint | Oklahoma Dev Fin Auth Lease RE Rate/Coupon: 5.0% Matures: 12/01/2029 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-28 | 2023-10-31 | 28 | Joint | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS 2023 Rate/Coupon: 5.0% Matures: 02/15/2038 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-28 | 2023-10-27 | 32 | Joint | NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS 2015 FF Rate/Coupon: 5.0% Matures: 06/15/2039 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-28 | 2023-10-26 | 33 | Joint | Oklahoma Transn Auth OK F/K/A Rate/Coupon: 5.0% Matures: 01/01/2025 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-01 | 2023-10-25 | 7 | Joint | Nevada St Ltd Tax Go Cap Impt BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-01 | 2023-10-18 | 14 | Joint | Tulsa County Oklahoma Indl Auth Edl Rate/Coupon: 5.0% Matures: 09/01/2027 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-01 | 2023-10-17 | 15 | Joint | University Oklahoma Revs Rate/Coupon: 5.0% Matures: 07/01/2028 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-01 | 2023-10-13 | 19 | Joint | Oklahoma Dev Fin Auth Health Rate/Coupon: 0.41% Matures: 08/15/2031 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-11-01 | 2023-10-12 | 20 | Joint | POCONO MTN PA SCH DIST GO NTS 2023 Rate/Coupon: 4.5% Matures: 10/01/2026 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-01 | 2023-10-06 | 26 | Joint | FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-01 | 2023-10-04 | 28 | Joint | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS 2023A Rate/Coupon: 5.25% Matures: 12/15/2039 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-01 | 2023-10-04 | 28 | Joint | Purcell Oklahoma Public Works Auth Rate/Coupon: 5.0% Matures: 03/01/2030 | Purchase | $15,001 - $50,000 | eFD → |
| 2023-11-01 | 2023-10-04 | 28 | Joint | Kaukauna Wis Antic Nts 2023 B Rate/Coupon: 5.0% Matures: 06/01/28 | Purchase | $50,001 - $100,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | RTXRTX Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | KOCoca-Cola Company (The) Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | NKENike Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | PANWPalo Alto Networks, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | LRCXLam Research Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | TXNTexas Instruments Incorporated - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2023-11-01 | 2023-10-03 | 29 | Joint | CATCaterpillar, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
213 assets with a value on the report filed 2025-08-13, 70 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) |
|---|---|---|---|
| Arvest Bank | Other | Joint | $100,001 - $250,000 |
| The Christie Renee Mullin Insurance Trust | Other | Spouse | $1,000,001 - $5,000,000 |
| Mullin Ranch LLC | Other | Joint | $1,000,001 - $5,000,000 |
| COP Hometown Parent LLC | Other | Joint | $500,001 - $1,000,000 |
| COP Hometown Parent LLC | Other | Dependent | $500,001 - $1,000,000 |
| COP Hometown Parent LLC | Other | Dependent | $500,001 - $1,000,000 |
| COP Hometown Parent LLC | Other | Dependent | $500,001 - $1,000,000 |
| COP Hometown Parent LLC | Other | Dependent | $500,001 - $1,000,000 |
| COP Hometown Parent LLC | Other | Dependent | $500,001 - $1,000,000 |
| COP Hometown Parent LLC | Other | Dependent | $500,001 - $1,000,000 |
| Rowan's Restaurant LLC | Other | Spouse | None (or less than $1,001) |
| N Main St | Other | Joint | $100,001 - $250,000 |
| S Elm Pl | Other | Joint | $1,000,001 - $5,000,000 |
| N Shields | Other | Joint | $1,000,001 - $5,000,000 |
| 39th St | Other | Joint | $100,001 - $250,000 |
| Land on HWY 51 | Other | Joint | $50,001 - $100,000 |
| 5 Acres - Cruz | Other | Joint | $15,001 - $50,000 |
| 8 Acres - Rose | Other | Joint | $15,001 - $50,000 |
| 100 Acres - Braitwaite | Other | Joint | $100,001 - $250,000 |
| 20 Acres - Moreno | Other | Joint | $15,001 - $50,000 |
| 210 Acres - Fielden | Other | Joint | $250,001 - $500,000 |
| 40 Acres - Westville | Other | Joint | $50,001 - $100,000 |
| N 23rd St | Other | Joint | $250,001 - $500,000 |
| Land - Rock House | Other | Joint | $1,001 - $15,000 |
| Land - Phillips | Other | Joint | $100,001 - $250,000 |
| ABTAbbott Laboratories Common Stock | Stock | Joint | $1,001 - $15,000 |
| AXPAmerican Express Company | Stock | Joint | $50,001 - $100,000 |
| ELVElevance Health Inc | Stock | Joint | $15,001 - $50,000 |
| AAPLApple Inc | Stock | Joint | $250,001 - $500,000 |
| AMATApplied Materials, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| BLKBlackrock Inc | Stock | Joint | $50,001 - $100,000 |
| CSXCSX Corp | Stock | Joint | $15,001 - $50,000 |
| CATCaterpillar Inc | Stock | Joint | $50,001 - $100,000 |
| CVXChevron Corp | Stock | Joint | $15,001 - $50,000 |
| KOCoca-Cola Company | Stock | Joint | $15,001 - $50,000 |
| Cohen & Steers Real Estate Securities Fund Inc. | Fund | Joint | $500,001 - $1,000,000 |
| CMCSAComcast Corp A | Stock | Joint | None (or less than $1,001) |
| COPConocoPhillips Common Stock | Stock | Joint | $15,001 - $50,000 |
| STZConstellation Brands Inc | Stock | Joint | $15,001 - $50,000 |
| COSTCostco Wholesale Corporation - Common Stock | Stock | Joint | $50,001 - $100,000 |
| DHRDanaher Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| DEDeere & Company Common Stock | Stock | Joint | $15,001 - $50,000 |
| EMREmerson Electric Company | Stock | Joint | $50,001 - $100,000 |
| Fidelity Advisor Emerging Markets Fund | Fund | Joint | $500,001 - $1,000,000 |
| GSGoldman Sachs Group | Stock | Joint | $50,001 - $100,000 |
| Goldman Sachs Intl Small Cap Insights Fd Inst | Fund | Joint | $1,000,001 - $5,000,000 |
| The Growth Fund of America Class A Shares | Fund | Joint | $1,000,001 - $5,000,000 |
| HLTHilton Worldwide Holdings Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| HDHome Depot, Inc. (The) Common Stock | Stock | Joint | $50,001 - $100,000 |
| HONHoneywell International Inc | Stock | Joint | $50,001 - $100,000 |
| ICEIntercontinental Exchange Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| iShares MSCI Eurozone ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares Russell 1000 ETF | Fund | Joint | $500,001 - $1,000,000 |
| iShares Core S&P Small-Cap | Fund | Joint | $500,001 - $1,000,000 |
| EAFE Ishares Core MSCI ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| JPMJP Morgan Chase & Company | Stock | Joint | $50,001 - $100,000 |
| KLACKLA Corporation - Common Stock | Stock | Joint | $100,001 - $250,000 |
| LLYEli Lilly and Company Common Stock | Stock | Joint | $100,001 - $250,000 |
| MAMastercard Incorporated Common Stock | Stock | Joint | $50,001 - $100,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Joint | $50,001 - $100,000 |
| NVDANvidia Corp | Stock | Joint | $100,001 - $250,000 |
| Pimco Commoditiesplus Strategy Fund Class I-2 | Fund | Joint | $250,001 - $500,000 |
| PGProcter & Gamble Company | Stock | Joint | $15,001 - $50,000 |
| RTXRTX Corporation Common Stock | Stock | Joint | $50,001 - $100,000 |
| T. Rowe Price Blue Chip Growth Fund Inc. | Fund | Joint | $1,000,001 - $5,000,000 |
| SPGIS&P Global Inc | Fund | Joint | $50,001 - $100,000 |
| MDYSPDR S&P MidCap 400 ETF Trust | Fund | Joint | $500,001 - $1,000,000 |
| SHWSherwin-Williams Company | Stock | Joint | $50,001 - $100,000 |
| SBUXStarbucks Corporation - Common Stock | Stock | Joint | None (or less than $1,001) |
| TMUST-Mobile US | Stock | Joint | $50,001 - $100,000 |
| TXNTexas Instruments Incorporated - Common Stock | Stock | Joint | $50,001 - $100,000 |
| TMOThermo Fisher Scientific Inc | Stock | Joint | $50,001 - $100,000 |
| UNPUnion Pacific Corp | Stock | Joint | $15,001 - $50,000 |
| UNHUnitedhealth Group Inc | Stock | Joint | $15,001 - $50,000 |
| VLOValero Energy Corp | Stock | Joint | $50,001 - $100,000 |
| Vanguard Materials ETF | Fund | Joint | $100,001 - $250,000 |
| Vanguard Utilities ETF | Fund | Joint | $50,001 - $100,000 |
| Vanguard Real Estate ETF | Fund | Joint | $500,001 - $1,000,000 |
| Vanguard Mid-Cap ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| VVisa Inc | Stock | Joint | $50,001 - $100,000 |
| ZTSZoetis Inc Cl A | Stock | Joint | $15,001 - $50,000 |
| Global X U.S. Preferred ETF | Fund | Joint | None (or less than $1,001) |
| Dreyfus Government Cash Management Wealth Shares | Fund | Joint | $15,001 - $50,000 |
| FT Cap Strgth Opp 26 RE | Fund | Spouse | None (or less than $1,001) |
| FT TGT Div Dbl 1Q23 RE | Fund | Joint | None (or less than $1,001) |
| OKEONEOK, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| JPM Liquid Assets Money Market Premier | Fund | Spouse | None (or less than $1,001) |
| CTVACorteva Inc | Stock | Spouse | None (or less than $1,001) |
| FT S&P TGT 25 2Q23 Fere | Fund | Spouse | None (or less than $1,001) |
| FT Cap Strgth Opp 28Fere | Fund | Spouse | None (or less than $1,001) |
| FCFSFirstcash Holdings Inc | Stock | Spouse | None (or less than $1,001) |
| HUBBHubbell Inc Common Stock | Stock | Spouse | None (or less than $1,001) |
| Cavanal Hill Govt Sec Mmkt | Fund | Member | $15,001 - $50,000 |
| AZOAutoZone, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| BRK.BBerkshire Hathaway Cl B | Stock | Joint | $50,001 - $100,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Joint | $50,001 - $100,000 |
| CMGChipotle Mexican Grill | Stock | Joint | $50,001 - $100,000 |
| EWEdwards Lifesciences Corporation Common Stock | Stock | Joint | None (or less than $1,001) |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Joint | $100,001 - $250,000 |
| FISVFiserv, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| LRCXLam Research Corporation - Common Stock | Stock | Joint | $50,001 - $100,000 |
| PANWPalo Alto Networks, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| PEPPepsiCo, Inc. - Common Stock | Stock | Joint | None (or less than $1,001) |
| CRMSalesforce Inc | Stock | Joint | $50,001 - $100,000 |
| ADBEAdobe Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| AMDAdvanced Micro Devices, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| GOOGLAlphabet Inc. - Class A Common Stock | Stock | Joint | $50,001 - $100,000 |
| AMZNAmazon.com Inc | Stock | Joint | $100,001 - $250,000 |
| Franklin Value Fund Advisor Class | Fund | Joint | $500,001 - $1,000,000 |
| Johnston Cnty NC Go Ref BDS | Bond | Joint | None (or less than $1,001) |
| Central Weber Utah SWR Impt Dist SWR Rev BDS | Bond | Joint | None (or less than $1,001) |
| New Mexico Fin Auth St Transn Rev Ref BDS | Bond | Joint | None (or less than $1,001) |
| Austin Tex Pub Impt Ref BDS | Bond | Joint | None (or less than $1,001) |
| Lucas Cnty Ohio Ltd Tax Var Purp Impt Go BD Antic NTS | Bond | Joint | None (or less than $1,001) |
| Upton Cnty Tex Tax Tax NTS 2023 | Bond | Joint | $50,001 - $100,000 |
| Pocono Mtn PA Sch Dist Go NTS | Bond | Joint | None (or less than $1,001) |
| Alamogordo N Mex Mun Sch Dist No 001 Go BDS | Bond | Joint | $15,001 - $50,000 |
| Kaukauna Wis Antic NTS 2023B | Bond | Joint | $1,001 - $15,000 |
| Waxahachie Tex Indpt Sch Dist Ultd Tax Ref BDS | Bond | Joint | $50,001 - $100,000 |
| Texas St GO Mobility FD BDS | Bond | Joint | None (or less than $1,001) |
| Clear Creek Tex Indpt Sch Dist Unltd Tax Ref BDS | Bond | Joint | $50,001 - $100,000 |
| Macomb Inter Sch Dist Mich Unltd Tax Go Bldg Site BDS | Bond | Joint | $50,001 - $100,000 |
| Nevada St Ltd Tax Go Cap Impt BDS | Bond | Joint | $100,001 - $250,000 |
| IPS Multi-Sch Bldg Corp Ind Unltd Advalorem Ppty Tax | Bond | Joint | $50,001 - $100,000 |
| Austin Tex CTFS Oblig | Bond | Joint | $50,001 - $100,000 |
| Fort Lauderdale Fla Wtr & Swr Rev BDS | Bond | Joint | $100,001 - $250,000 |
| Seattle Wash Drain & Wastewater Rev Ref Rev BDS | Bond | Joint | $50,001 - $100,000 |
| New York NY City Mun Wtr Fin Auth Wtr & Swr Sys Rev | Bond | Joint | $50,001 - $100,000 |
| Cook Cnty Ill Cmnty Cons Sch Dist No 015 Palatine Go BDS | Bond | Joint | $50,001 - $100,000 |
| First Trust Capital Strength Opportunity 26 | Fund | Member | None (or less than $1,001) |
| First Trust Target Dividend Double Play 1Q23 MO RE | Fund | Member | None (or less than $1,001) |
| First Trust S&P Dividends Aristocrats Target 25 | Fund | Spouse | None (or less than $1,001) |
| NKENike, Inc. Common Stock | Stock | Joint | None (or less than $1,001) |
| CELHCelsius Holdings, Inc. - Common Stock | Stock | Spouse | None (or less than $1,001) |
| EXLSExlService Holdings, Inc. - Common Stock | Stock | Spouse | None (or less than $1,001) |
| FNFabrinet | Stock | Spouse | None (or less than $1,001) |
| FCFSFirstCash Holdings, Inc. - Common Stock | Stock | Spouse | None (or less than $1,001) |
| Instructure Holdings, Inc. Common Stock | Stock | Spouse | None (or less than $1,001) |
| PODDInsulet Corporation - Common Stock | Stock | Spouse | None (or less than $1,001) |
| PYPLPayPal Holdings, Inc. - Common Stock | Stock | Spouse | None (or less than $1,001) |
| SHOPShopify Inc | Stock | Spouse | None (or less than $1,001) |
| Citizens Bankshares | Other | Member | $100,001 - $250,000 |
| Humphreys Fund I REIT | Fund | Member | $100,001 - $250,000 |
| Cleveland Cnty OK Eductnl Facs Rev | Bond | Member | None (or less than $1,001) |
| Oklahoma Dev Fin Auth Lease Rev | Bond | Member | None (or less than $1,001) |
| Oklahoma St Dev Fin Auth Hlths Rev | Bond | Member | None (or less than $1,001) |
| Oklahoma St Turnpike Auth Rev | Bond | Member | None (or less than $1,001) |
| Purcell OK Public Wks Auth Sal Rev | Bond | Member | None (or less than $1,001) |
| Tulsa Cnty OK Indl Auth Eductn Rev | Bond | Member | None (or less than $1,001) |
| Univ OK Rev | Bond | Member | None (or less than $1,001) |
| Florida Investment Property | Other | Joint | None (or less than $1,001) |
| Washington DC Investment Property | Other | Joint | $1,000,001 - $5,000,000 |
| Bixby Investment Property | Other | Joint | $500,001 - $1,000,000 |
| LPL Financial | Other | Spouse | $100,001 - $250,000 |
| LPL Financial | Other | Member | $100,001 - $250,000 |
| Northwestern Mutual FDIC Insured | Other | Joint | $250,001 - $500,000 |
| Northwestern Mutual FDIC Insured | Other | Joint | $100,001 - $250,000 |
| Oklahoma St Dev Fin Auth Hlths REV | Bond | Member | None (or less than $1,001) |
| LPL Financial | Other | Spouse | $15,001 - $50,000 |
| LPL Financial | Other | Member | $15,001 - $50,000 |
| Oklahoma Investment Property | Other | Spouse | $250,001 - $500,000 |
| Property 1 | Other | Member | $100,001 - $250,000 |
| Property 2 | Other | Member | $100,001 - $250,000 |
| Property 3 | Other | Member | $100,001 - $250,000 |
| Property 4 | Other | Member | $100,001 - $250,000 |
| Property 5 | Other | Member | $100,001 - $250,000 |
| Property 6 | Other | Member | $100,001 - $250,000 |
| Property 7 | Other | Member | $100,001 - $250,000 |
| Property 8 | Other | Member | $100,001 - $250,000 |
| Property 9 | Other | Member | $100,001 - $250,000 |
| Property 10 | Other | Member | $250,001 - $500,000 |
| Property 11 | Other | Member | $100,001 - $250,000 |
| Property 12 | Other | Member | $100,001 - $250,000 |
| Property 13 | Other | Member | $100,001 - $250,000 |
| Property 14 | Other | Member | $100,001 - $250,000 |
| Property 15 | Other | Member | $100,001 - $250,000 |
| Property 16 | Other | Member | $50,001 - $100,000 |
| Oklahoma Transn Auth OK F/K/A | Bond | Joint | None (or less than $1,001) |
| First Trust Cap Strength Oppty 32 SA RE | Fund | Joint | None (or less than $1,001) |
| First Trust TGT Divid Dbl Play 2Q24 MO RE | Fund | Joint | None (or less than $1,001) |
| SPDR Portfolio S&P 400 Mid Cap ETF | Fund | Joint | $50,001 - $100,000 |
| SPDR Portfolio S&P 600 Small Cap ETF | Fund | Joint | $15,001 - $50,000 |
| First Trust Cap Strength Oppty 32 SA RE | Fund | Member | $1,001 - $15,000 |
| First Trust TGT Divid Dbl Play 2Q24 MO RE | Fund | Member | $15,001 - $50,000 |
| First Trust S&P Div Arst TGT 25 1Q24 MO RE | Fund | Spouse | $15,001 - $50,000 |
| Oklahoma Investment Property | Other | Spouse | $50,001 - $100,000 |
| Invesco Optimum Yield Diversified Commodity Strate | Fund | Joint | None (or less than $1,001) |
| JPMorgan Liquid Assets MoneyMkt Premier CL | Fund | Joint | None (or less than $1,001) |
| JPMorgan 100% US Treas Secs Mmkt Premier CL | Fund | Joint | None (or less than $1,001) |
| First Trust S&P Div Arst TGT 25 3Q24 | Fund | Joint | $50,001 - $100,000 |
| First Trust Cap Strength Oppty 34 SA FE RE | Fund | Joint | $50,001 - $100,000 |
| LPL Financial | Other | Joint | $1,001 - $15,000 |
| Broken Arrow OK GO Unltd | Bond | Member | None (or less than $1,001) |
| Canadian Cnty OK Edu Facs Rev | Bond | Member | None (or less than $1,001) |
| Canadian Cnty OK Educatnl Facs Rev | Bond | Member | None (or less than $1,001) |
| Grady Cnty OK Eductnl Facs Rev | Bond | Member | None (or less than $1,001) |
| McClain Cnty OK Econ Dev Auth Rev | Bond | Member | None (or less than $1,001) |
| Oklahoma Cnty OK Fin Auth Rev | Bond | Member | None (or less than $1,001) |
| Oklahoma St Capitol Impt Auth Rev | Bond | Member | None (or less than $1,001) |
| Oklahoma St Univ Agric & Mech Rev | Bond | Member | None (or less than $1,001) |
| Tulsa County OK ISD GO Unltd | Bond | Member | None (or less than $1,001) |
| Vanguard Treasury Money Market Fund Investor Shares | Fund | Joint | $500,001 - $1,000,000 |
| PHParker-Hannifin Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| Northern Ill MUN PWR AGY | Bond | Joint | $50,001 - $100,000 |
| Kentucky St PPTY & BLDGS Commn Revs BDS Proj | Bond | Joint | $50,001 - $100,000 |
| Fort Smith Ark Wtr & Swr Rev Ref Constr BDS | Bond | Joint | $50,001 - $100,000 |
| Salem N H GO BDS | Bond | Joint | $50,001 - $100,000 |
| Northwestern Mutual | Other | Joint | $1,000,001 - $5,000,000 |
| TJXTJX Companies, Inc. (The) Common Stock | Stock | Joint | $15,001 - $50,000 |
| IQVIQVIA Holdings, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| Column Small Cap Select Fund | Stock | Joint | $100,001 - $250,000 |
| Oklahoma Investment Property | Other | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.