Roger Marshall

Senator · KS · Republican

31 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 9 annual reports are below.

Current committees: Senate Committee on Agriculture, Nutrition, and Forestry; Senate Committee on Finance; Senate Committee on Health, Education, Labor, and Pensions; Senate Committee on the Budget.

Disclosed	Traded	Days	Owner	Asset	Type	Amount range (as filed)	Source
2023-09-06	2023-08-29	8	Spouse	Shares of Stock Company: Farmers Enterprises, Inc. (Great Bend, KS) Description: Bank	Sale (partial)	$100,001 - $250,000	eFD →
2021-08-13	2021-03-01	165 ·>45	Spouse	20% Interest, Quivira Ranch, Inc. Company: Quivira Ranch, Inc. (Stafford County, KS) Description: Ranch; land, fencing, and equipment rental; oil royalties.	Sale (full)	$250,001 - $500,000	eFD →
2020-10-13	2020-09-15	28	Dependent	INTCIntel Corporation	Sale	$1,001 - $15,000	Clerk →
2020-10-13	2020-09-15	28	Dependent	MSFTMicrosoft Corporation	Sale	$1,001 - $15,000	Clerk →
2020-10-13	2020-09-15	28	Dependent	Sony Corporation	Sale	$1,001 - $15,000	Clerk →
2020-10-13	2020-09-15	28	Dependent	ROKURoku, Inc. - Class A	Sale	$1,001 - $15,000	Clerk →
2020-10-13	2020-09-04	39	Dependent	ROKURoku, Inc. - Class A	Purchase	$1,001 - $15,000	Clerk →
2020-10-13	2020-09-03	40	Dependent	MSFTMicrosoft Corporation	Purchase	$1,001 - $15,000	Clerk →
2020-10-13	2020-09-02	41	Dependent	INTCIntel Corporation	Purchase	$1,001 - $15,000	Clerk →
2020-10-13	2020-08-31	43	Dependent	Sony Corporation	Purchase	$1,001 - $15,000	Clerk →
2020-10-13	2020-08-31	43	Dependent	Sony Corporation	Purchase	$1,001 - $15,000	Clerk →
2020-07-02	2020-06-09	23	Dependent	BABAAlibaba group Holding Limited American Depositary Shares each representing eight Ordinary share	Sale	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-19	15	Dependent	ROKURoku, Inc. - Class a	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-12	22	Dependent	BABAAlibaba group Holding Limited american Depositary Shares each representing eight Ordinary share	Sale (partial)	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-12	22	Dependent	AMDAdvanced Micro Devices, Inc.	Sale	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-07	27	Dependent	YETIYETI Holdings, Inc.	Sale	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-07	27	Dependent	GILDGilead Sciences, Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-05	29	Dependent	DISWalt Disney Company	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-05	29	Dependent	GILDGilead Sciences, Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-04	30	Dependent	BABAAlibaba group Holding Limited american Depositary Shares each representing eight Ordinary share	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-04	30	Dependent	YETIYETI Holdings, Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-04	30	Dependent	AMDAdvanced Micro Devices, Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-06-03	2020-05-04	30	Dependent	GILDGilead Sciences, Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-12	28	Dependent	YETIYETI Holdings, Inc.	Sale	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-06	34	Dependent	AAPLApple Inc.	Sale	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-06	34	Dependent	AAPLApple Inc.	Sale	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-05	35	Dependent	BABAAlibaba group Holding limited american Depositary shares each representing eight Ordinary share	Sale	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-03	37	Dependent	BABAAlibaba group Holding limited american Depositary shares each representing eight Ordinary share	Purchase	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-03	37	Dependent	AAPLApple Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-01-09	2019-12-02	38	Dependent	AAPLApple Inc.	Purchase	$1,001 - $15,000	Clerk →
2020-01-09	2019-11-06	64 ·>45	Dependent	YETIYETI Holdings, Inc.	Purchase	$1,001 - $15,000	Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2021 report.

55 assets with a value on the report filed 2022-08-10. 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)
Farmers Bank & Trust	Other	Member	$250,001 - $500,000
Farmers Bank & Trust	Other	Joint	$1,001 - $15,000
Washington Mutual Invs Fd Cl A Shs	Fund	Member	$15,001 - $50,000
American Funds Europacific Growth A	Fund	Member	$15,001 - $50,000
Washington Mutual Invs Fd Cl A Shs	Fund	Spouse	$15,001 - $50,000
American Funds Europacific Growth A	Fund	Spouse	$15,001 - $50,000
Francis Financial Services	Other	Spouse	$1,001 - $15,000
Francis Financial Services	Other	Member	None (or less than $1,001)
New Perspective Fund Class A Shares	Fund	Member	$100,001 - $250,000
American Funds New World Fund A	Fund	Member	$15,001 - $50,000
PHYSSprott Physical Gold Trust	Fund	Member	$15,001 - $50,000
Sprott Physical Silver Trust USD	Fund	Member	$15,001 - $50,000
The Bond Fund of America Class A Shares	Fund	Member	$100,001 - $250,000
The Growth Fund of America Class A Shares	Fund	Member	$100,001 - $250,000
Hartford Midcap Fund Class A	Fund	Member	$15,001 - $50,000
Hartford Small Company Fund Class A	Fund	Member	$15,001 - $50,000
Washington Mutual Invs Fd Cl A Shs	Fund	Member	$250,001 - $500,000
American Funds Inflation Linked Bond Fund - Clas	Fund	Member	$15,001 - $50,000
The Hartford Global Real Asset Fund Class A	Fund	Member	$50,001 - $100,000
The Hartford Short Duration Fund Class A	Fund	Member	$15,001 - $50,000
IDX Perf 3-Year Strat S&P 500 Index	Fund	Member	$100,001 - $250,000
IDX Perf Strat Using S&P 500 Index	Fund	Member	$250,001 - $500,000
American Fds Short-Term Bond Fund of America C	Fund	Member	$100,001 - $250,000
Club West of Great Bend LLC, 4% Interest	Other	Spouse	$1,001 - $15,000
Jacam Chemical Company, Inc.	Other	Spouse	$1,001 - $15,000
Farmers Enterprises, Inc., 1% Interest	Other	Spouse	$1,000,001 - $5,000,000
3% Interest in Fund's investment in company	Other	Spouse	$1,001 - $15,000
3% Interest in Fund's investment in company	Other	Spouse	$15,001 - $50,000
3% Interest in Fund's investment in company	Other	Spouse	$1,001 - $15,000
Rattlesnake Ranch, Inc.	Other	Member	$100,001 - $250,000
Ionics Life Sciences, subscription agreement	Other	Member	$250,001 - $500,000
MV Purchasing, 5% Interest	Other	Spouse	$15,001 - $50,000
Great Bend Coop Assn.	Other	Member	None (or less than $1,001)
Universal Life Policy	Other	Member	$15,001 - $50,000
Ivy Municipal Bond Fund Class A	Fund	Spouse	$1,001 - $15,000
Ivy Municipal High Income Fund Class A	Fund	Spouse	$1,001 - $15,000
First Trust Capital Strength ETF	Fund	Spouse	None (or less than $1,001)
First Trust International Equity Opportunities ETF	Fund	Spouse	$1,001 - $15,000
First Trust Large Cap Growth AlphaDEX Fund	Fund	Spouse	$1,001 - $15,000
First Trust Emerging Markets AlphaDEX Fund	Fund	Spouse	None (or less than $1,001)
First Trust TCW Opportunistic Fixed Income ETF	Fund	Spouse	None (or less than $1,001)
First Trust Alternative Absolute Return Strategy E	Fund	Spouse	$1,001 - $15,000
Technology Alphadex ETF FT	Fund	Spouse	None (or less than $1,001)
First Trust NYSE Arca Biotechnology ETF	Fund	Spouse	None (or less than $1,001)
Pershing Advisor Solutions	Other	Spouse	$1,001 - $15,000
First Trust Industrials AlphaDEX	Fund	Spouse	$1,001 - $15,000
First Trust Cons. Discret. AlphaDEX	Fund	Spouse	$1,001 - $15,000
First Trust NASDAQ-100-Technology Sector Index Fun	Fund	Spouse	$1,001 - $15,000
First Trust Mid Cap Core AlphaDEX Fund	Fund	Spouse	$1,001 - $15,000
First Trust Europe AlphaDEX Fund	Fund	Spouse	$1,001 - $15,000
First Trust Managed Futures Strategy Fund	Fund	Spouse	$1,001 - $15,000
Quivira Ranch, Inc. 20% interest	Other	Spouse	None (or less than $1,001)
GBRH Properties 2009, LLC, 14% Interest	Other	Spouse	$50,001 - $100,000
Amount owed to the filer (debtor not shown)	Other	Member	$1,001 - $15,000
Heartland Health Investments, LLC	Other	Joint	$1,001 - $15,000

How reports are read: holdings methodology.