Markwayne Mullin

Republican — R–OK · U.S. Senate · serving since 2013 · member ID M001190

Disclosures: 512; 41 filings · 0 paper · retained
Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.: −$629K to $4.3M; purchases − sales · an interval
Distinct tickers: 117; across every disclosed row
Late filings: 98; filed past the 45-day window

Flows from periodic transaction reports · House Clerk + Senate eFD · Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗ · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

26Q4

gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD

Net disclosed flow by ticker

PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 112 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for Markwayne Mullin
Net	Ticker	The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record.	net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range `net = [pL−sU, pU−sL]`. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero	Buys	Sells	net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range `net = [pL−sU, pU−sL]`. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero·§	Last traded
NET BUY	MSFT	Microsoft Corporation	Purchases $416K–$915K; sales —	5	0	$416K to $915K net accumulation	2025-12-29
NET BUY	AAPL	Apple Inc.	Purchases $201K–$465K; sales —	4	0	$201K to $465K net accumulation≈	2025-12-29
NET BUY	PCLPX	Pimco Commoditiesplus Strategy Fund Class I-2	Purchases $250K–$500K; sales $15K–$50K	1	1	$200K to $485K net accumulation≈	2024-12-26
NET BUY	AMZN	Amazon.com, Inc.	Purchases $166K–$415K; sales —	4	0	$166K to $415K net accumulation≈	2025-12-29
NET BUY	NVDA	NVIDIA Corporation	Purchases $131K–$365K; sales —	4	0	$131K to $365K net accumulation≈	2025-12-29
NET BUY	GOOGL	Alphabet Inc. - Class A	Purchases $116K–$315K; sales —	3	0	$116K to $315K net accumulation≈	2025-12-29
NET BUY	META	Meta Platforms, Inc. - Class A	Purchases $116K–$265K; sales —	4	0	$116K to $265K net accumulation≈	2025-12-29
NET BUY	COF	Capital One Financial Corporation	Purchases $115K–$250K; sales —	3	0	$115K to $250K net accumulation≈	2025-12-29
NET BUY	CFSSX	Column Small Cap Select Fund	Purchases $100K–$250K; sales —	1	0	$100K to $250K net accumulation≈	2024-12-26
NET BUY	LLY	Eli Lilly and Company	Purchases $81K–$215K; sales —	4	0	$81.0K to $215K net accumulation≈	2025-12-29
NET BUY	JPM	JP Morgan Chase & Co.	Purchases $66K–$165K; sales —	3	0	$66.0K to $165K net accumulation≈	2025-12-29
NET BUY	MA	Mastercard Incorporated	Purchases $66K–$165K; sales —	3	0	$66.0K to $165K net accumulation≈	2025-12-29
NET BUY	ISRG	Intuitive Surgical, Inc.	Purchases $65K–$150K; sales —	2	0	$65.0K to $150K net accumulation≈	2025-12-29
NET BUY	LPLA	Lpl Financial Holdings	Purchases $65K–$150K; sales —	2	0	$65.0K to $150K net accumulation≈	2025-05-13
NET BUY	IEMG	iShares Core MSCI Emerging Markets ETF	Purchases $51K–$115K; sales —	2	0	$51.0K to $115K net accumulation≈	2024-12-26
NET BUY	EZU	Eurozone Ishares MSCI ETF	Purchases $100K–$250K; sales $15K–$50K	1	1	$50.0K to $235K net accumulation≈	2025-01-08
NET BUY	IEFA	iShares Core MSCI EAFE ETF	Purchases $100K–$250K; sales $15K–$50K	1	1	$50.0K to $235K net accumulation≈	2025-01-08
NET BUY	GICIX	Goldman Sachs Intl Small Cap Insights Fd Inst	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2024-12-26
NET BUY	KLAC	KLA Corporation	Purchases $50K–$100K; sales —	1	0	$50.0K to $100K net accumulation≈	2023-09-13
NET BUY	AMKR	Amkor Technology, Inc.	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	APG	APi Group Corporation	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	C	Citigroup, Inc.	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	CRS	Carpenter Technology Corporation	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	IQV	IQVIA Holdings, Inc.	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2025-12-29
NET BUY	MCK	McKesson Corporation	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	MPWR	Monolithic Power Systems, Inc.	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	VSEC	VSE Corporation	Purchases $45K–$150K; sales —	3	0	$45.0K to $150K net accumulation≈	2026-02-04
NET BUY	CVX	Chevron Corporation	Purchases $81K–$215K; sales $15K–$50K	4	1	$31.0K to $200K net accumulation≈	2025-12-29
NET BUY	UNH	UnitedHealth Group Incorporated Common Stock (DE)	Purchases $81K–$215K; sales $15K–$50K	4	1	$31.0K to $200K net accumulation≈	2026-02-25
NET BUY	BSX	Boston Scientific Corporation	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	CAT	Caterpillar, Inc.	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	COST	Costco Wholesale Corporation	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	CRM	Salesforce, Inc.	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	DE	Deere & Company	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	ELV	Elevance Health, Inc.	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	HD	Home Depot, Inc. (The)	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	HLT	Hilton Worldwide Holdings Inc.	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	ICE	Intercontinental Exchange Inc.	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	KO	Coca-Cola Company (The)	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	RTX	RTX Corporation	Purchases $31K–$115K; sales —	3	0	$31.0K to $115K net accumulation≈	2025-12-29
NET BUY	LHX	L3Harris Technologies Inc	Purchases $30K–$100K; sales —	2	0	$30.0K to $100K net accumulation≈	2025-05-13
NET BUY	TJX	TJX Companies	Purchases $30K–$100K; sales —	2	0	$30.0K to $100K net accumulation≈	2025-02-13
NET BUY	AXP	American Express Company	Purchases $17K–$80K; sales —	3	0	$17.0K to $80.0K net accumulation≈	2025-12-29
NET BUY	FCFS	FirstCash Holdings, Inc.	Purchases $46K–$165K; sales $2K–$30K	4	2	$16.0K to $163K net accumulation≈	2026-02-04
NET BUY	BLK	BlackRock, Inc.	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	EMR	Emerson Electric Company	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	NOW	ServiceNow, Inc.	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2025-12-29
NET BUY	PANW	Palo Alto Networks, Inc.	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	PG	Procter & Gamble Company	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	SHW	Sherwin-Williams Company (The)	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	SPGI	S&P Global Inc.	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	UNP	Union Pacific Corp	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	V	Visa Inc	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2023-10-03
NET BUY	PH	Parker-Hannifin Corporation	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2024-06-12
NET BUY	PM	Philip Morris International Inc	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2025-02-13
NET BUY	PNR	Pentair plc. Ordinary Share	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2025-11-10
NET BUY	VNQ	Vanguard Real Estate ETF	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2024-12-26
± net range spans zero	VLO	Valero Energy Corp	Purchases $100K–$200K; sales $50K–$100K	2	1	$0 to $150K≈	2025-05-13
± net range spans zero	ACN	Accenture Plc	Purchases $50K–$100K; sales $15K–$50K	1	1	$0 to $85.0K≈	2025-09-24
± net range spans zero	LRCX	Lam Research Corporation	Purchases $96K–$265K; sales $50K–$100K	5	1	−$4.0K to $215K≈	2025-12-29
± net range spans zero	COP	ConocoPhillips	Purchases $46K–$165K; sales $15K–$50K	4	1	−$4.0K to $150K≈	2025-12-29
± net range spans zero	ADBE	Adobe Inc.	Purchases $91K–$315K; sales $30K–$100K	7	2	−$9.0K to $285K≈	2026-02-04
± net range spans zero	PRMB	Primo Brands Corporation Class A	Purchases $31K–$115K; sales $3K–$45K	3	3	−$14.0K to $112K≈	2025-12-18
NET SELL	VLTO	Veralto Corp	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2023-12-05
± net range spans zero	LRN	Stride, Inc.	Purchases $78K–$295K; sales $18K–$95K	8	4	−$17.0K to $277K≈	2026-02-04
± net range spans zero	INTU	Intuit Inc.	Purchases $30K–$100K; sales $15K–$50K	2	1	−$20.0K to $85.0K≈	2026-02-25
± net range spans zero	AMAT	Applied Materials, Inc.	Purchases $76K–$265K; sales $50K–$100K	6	1	−$24.0K to $215K≈	2025-12-29
± net range spans zero	ELF	E.L.F. Beauty Inc	Purchases $2K–$30K; sales $2K–$30K	2	2	−$28.0K to $28.0K≈	2024-12-18
± net range spans zero	CELH	Celsius Holdings, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	CTVA	Corteva, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	EXLS	ExlService Holdings, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	FN	Fabrinet	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	HUBB	Hubbell Inc	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	INST	Instructure Holdings, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	PODD	Insulet Corporation	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	PYPL	PayPal Holdings, Inc.	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	SHOP	Shopify Inc	Purchases $1K–$15K; sales $2K–$30K	1	2	−$29.0K to $13.0K≈	2024-01-04
± net range spans zero	BRK.B	Berkshire Hathaway Cl B	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2025-11-03
± net range spans zero	CMCSA	Comcast Corporation - Class A	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2024-06-12
± net range spans zero	CMG	Chipotle Mexican Grill, Inc.	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2025-11-03
± net range spans zero	EW	Edwards Lifesciences Corp	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2024-08-20
± net range spans zero	FI	Fiserv Inc	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2025-11-03
± net range spans zero	HON	Honeywell International Inc	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2025-02-13
± net range spans zero	NKE	Nike, Inc.	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2024-06-12
± net range spans zero	PEP	PepsiCo, Inc.	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2024-12-11
± net range spans zero	SBUX	Starbucks Corp	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2024-08-20
± net range spans zero	STZ	Constellation Brands Inc	Purchases $16K–$65K; sales $15K–$50K	2	1	−$34.0K to $50.0K≈	2025-02-13
± net range spans zero	DHR	Danaher Corp	Purchases $15K–$50K; sales $15K–$50K	1	1	−$35.0K to $35.0K≈	2025-02-13
± net range spans zero	IRM	Iron Mountain Incorporated (Delaware)Common Stock REIT	Purchases $31K–$115K; sales $17K–$80K	3	3	−$49.0K to $98.0K≈	2026-02-04
± net range spans zero	ABT	Abbott Laboratories	Purchases $16K–$65K; sales $16K–$65K	2	2	−$49.0K to $49.0K≈	2025-01-08
NET SELL	BRK	Bershire Hathaway Cdr [Cad Hedged]	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-02-13
NET SELL	IHF	iShares U.S. Health Care Providers ETF	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2025-09-24
± net range spans zero	TMO	Thermo Fisher Scientific Inc	Purchases $45K–$150K; sales $50K–$100K	3	1	−$55.0K to $100K≈	2025-05-13
± net range spans zero	ZTS	Zoetis Inc. Class A	Purchases $68K–$195K; sales $32K–$130K	5	4	−$62.0K to $163K≈	2025-11-10
± net range spans zero	BMI	Badger Meter, Inc.	Purchases $2K–$30K; sales $16K–$65K	2	2	−$63.0K to $14.0K≈	2024-12-18
± net range spans zero	CYBR	CyberArk Software Ltd.	Purchases $2K–$30K; sales $16K–$65K	2	2	−$63.0K to $14.0K≈	2024-12-18
± net range spans zero	ETN	Eaton Corp	Purchases $2K–$30K; sales $16K–$65K	2	2	−$63.0K to $14.0K≈	2024-12-18
± net range spans zero	CSX	CSX Corporation	Purchases $31K–$115K; sales $30K–$100K	3	2	−$69.0K to $85.0K≈	2025-11-10
± net range spans zero	TXN	Texas Instruments Incorporated	Purchases $31K–$115K; sales $30K–$100K	3	2	−$69.0K to $85.0K≈	2025-09-24
± net range spans zero	AMD	Adv Micro Devices	Purchases $31K–$115K; sales $50K–$100K	3	1	−$69.0K to $65.0K≈	2025-02-13
± net range spans zero	AIT	Applied Industrial Technologies, Inc.	Purchases $31K–$115K; sales $31K–$115K	3	3	−$84.0K to $84.0K≈	2026-02-04
± net range spans zero	WAB	Wabtec Corp	Purchases $31K–$115K; sales $31K–$115K	3	3	−$84.0K to $84.0K≈	2025-09-23
± net range spans zero	AZO	AutoZone, Inc.	Purchases $16K–$65K; sales $50K–$100K	2	1	−$84.0K to $15.0K≈	2026-02-25
± net range spans zero	TMUS	T-Mobile US, Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2025-11-03
± net range spans zero	AXON	Axon Enterprise Inc	Purchases $2K–$30K; sales $30K–$100K	2	2	−$98.0K to $0≈	2024-12-18
± net range spans zero	FRPT	Freshpet, Inc.	Purchases $2K–$30K; sales $30K–$100K	2	2	−$98.0K to $0≈	2024-12-18
± net range spans zero	OLLI	Ollie's Bargain Outlet Holdings, Inc. - Common Sto	Purchases $2K–$30K; sales $30K–$100K	2	2	−$98.0K to $0≈	2024-12-18
± net range spans zero	SFM	Sprouts Farmers Market, Inc.	Purchases $2K–$30K; sales $30K–$100K	2	2	−$98.0K to $0≈	2024-12-18
± net range spans zero	COHR	Coherent Corp.	Purchases $31K–$115K; sales $45K–$150K	3	3	−$119K to $70.0K≈	2026-02-04
± net range spans zero	CRDO	Credo Technology Group Holding Ltd	Purchases $31K–$115K; sales $45K–$150K	3	3	−$119K to $70.0K≈	2026-02-04
± net range spans zero	DELL	Dell Technologies Inc. Class C	Purchases $31K–$115K; sales $45K–$150K	3	3	−$119K to $70.0K≈	2026-02-04
± net range spans zero	MTZ	MasTec, Inc.	Purchases $31K–$115K; sales $45K–$150K	3	3	−$119K to $70.0K≈	2026-02-04
± net range spans zero	GS	Goldman Sachs Group, Inc. (The)	Purchases $64K–$260K; sales $61K–$215K	8	5	−$151K to $199K≈	2026-02-04
± net range spans zero	PDBC	Invesco Optimum Yield Diversified Commodity Strate	Purchases $265K–$550K; sales $250K–$500K	2	1	−$235K to $300K≈	2024-12-26
NET SELL	VAW	Materials ETF Vanguard	Purchases —; sales $100K–$250K	0	1	−$250K to −$100K net disposal≈	2025-02-13
NET SELL	SPY	SPDR S&P 500	Purchases —; sales $500K–$1M	0	1	−$1.0M to −$500K net disposal	2025-05-13
NET SELL	IWB	Russell 1000 Ishares ETF	Purchases —; sales $650K–$1.4M	0	3	−$1.4M to −$650K net disposal≈	2024-06-13

1–20 of 117 tickers

Trading profile

VS SENATE MEDIAN · TICK = MEDIAN · 69 MEMBERS

median days between trade date and filing date, over rows that disclose both: +29dslower than chamber — median +28d
machine-readable transaction rows per distinct source filing: 12far above median — median 3.0
rows whose disclosed bracket tops out at $15,000: 28%larger lots — median 59%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars: 65%above median — median 49%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 17%family accounts — median 27%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 41 · transactions: 512 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: $2.8M–$7.7M · median days between trade date and filing date, over rows that disclose both: +29d · rows filed past the STOCK Act's 45-day window: 98

Medians are per member across the 69 Senate members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.

Sector mix

taxonomy v1 · SIC as of 2026-10-01

Disclosed transactions by issuer sector
Sector	Trades	Flow range
Manufacturing	182	$2.5M–$8M
Services	71	$1.3M–$3.8M
Finance, Insurance, and Real Estate	46	$655K–$2M
Retail Trade	37	$514K–$1.7M
Transportation, Communications, Electric, Gas, and Sanitary Services	12	$173K–$545K
Wholesale Trade	9	$107K–$380K
Construction	6	$76K–$265K
Agriculture, Forestry, and Fishing	3	$3K–$45K
no ticker disclosed coverage	112	$5.6M–$12.8M
ticker not resolved to an issuer coverage	33	$2.1M–$4.8M
issuer has no SIC on record coverage	1	$500K–$1M

Sector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.

All disclosed transactions

512 rows · filed date desc · as of 2026-10-01 13:54 UTC

All disclosed transactions for Markwayne Mullin
Kind	Ticker	The asset as filed, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. Any other code is shown as its words from that list; a code not on it keeps its brackets. A name that differs from the filing in any other way is a button: its note gives the text as filed. The filing itself is the exact record.	Filings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗	Range	Amount range	Traded → Filed	Source
BUY	UNH	UnitedHealth Group Incorporated Common Stock (DE)	JT (jointly owned)	$50K–$100K		Traded 2026-02-25 → Filed 2026-03-10 +13d	eFD ↗
SELL	AZO	AutoZone, Inc.	JT (jointly owned)	$50K–$100K		Traded 2026-02-25 → Filed 2026-03-10 +13d	eFD ↗
SELL	INTU	Intuit Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-25 → Filed 2026-03-10 +13d	eFD ↗
SELL	COHR	Coherent Corp.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	LRN	Stride, Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	ADBE	Adobe Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	CRDO	Credo Technology Group Holding Ltd	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	AMKR	Amkor Technology, Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	DELL	Dell Technologies Inc. Class C	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	VSEC	VSE Corporation	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	IRM	Iron Mountain Incorporated (Delaware)Common Stock REIT	JT (jointly owned)	$1K–$15K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	MPWR	Monolithic Power Systems, Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	AIT	Applied Industrial Technologies, Inc.	JT (jointly owned)	$1K–$15K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	FCFS	FirstCash Holdings, Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	C	Citigroup, Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	MTZ	MasTec, Inc.	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	APG	APi Group Corporation	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	MCK	McKesson Corporation	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	GS	Goldman Sachs Group, Inc. (The)	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
BUY	CRS	Carpenter Technology Corporation	JT (jointly owned)	$15K–$50K		Traded 2026-02-04 → Filed 2026-03-02 +26d	eFD ↗
SELL	—	COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS	partial · JT (partial sale, jointly owned)	$1K–$15K	no ticker	Traded 2026-01-21 → Filed 2026-02-04 +14d	eFD ↗
SELL	—	FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	FORT LAUDERDALE FLA WTR & SWR REV BDS	partial · JT (partial sale, jointly owned)	$1K–$15K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	AUSTIN TEX CTFS OBLIG	partial · JT (partial sale, jointly owned)	$1K–$15K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS	partial · JT (partial sale, jointly owned)	$1K–$15K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	NEVADA ST LTD TAX GO CAP IMPT BDS	partial · JT (partial sale, jointly owned)	$1K–$15K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	FORT SMITH ARK WTR & SWR REV REF CONSTR BDS	partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS	partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	SALEM N H GO BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS	partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	MASSACHUSETTS ST DEV FIN AGY REV BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS	partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	KENTUCKY ST PPTY & BLDGS COMMN REVS BDS	partial · JT (partial sale, jointly owned)	$50K–$100K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
SELL	—	COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS	partial · JT (partial sale, jointly owned)	$15K–$50K	no ticker	Traded 2026-01-20 → Filed 2026-02-04 +15d	eFD ↗
BUY	MPWR	Monolithic Power Systems, Inc.	SP (spouse-owned)	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	MCK	McKesson Corporation	SP (spouse-owned)	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	APG	APi Group Corporation	—	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	LRN	Stride, Inc.	SP (spouse-owned)	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	MCK	McKesson Corporation	—	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	APG	APi Group Corporation	SP (spouse-owned)	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	CRS	Carpenter Technology Corporation	SP (spouse-owned)	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	C	Citigroup Inc	SP (spouse-owned)	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	AMKR	Amkor Technology, Inc.	—	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	C	Citigroup Inc	—	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗
BUY	FCFS	FirstCash Holdings, Inc.	—	$15K–$50K		Traded 2026-01-05 → Filed 2026-02-04 +30d	eFD ↗

Each row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2026-03-10	3	eFD ↗
2026-03-02	17	eFD ↗
2026-02-04	39	eFD ↗
2026-01-16	31	eFD ↗
2026-01-13	19	eFD ↗
2025-12-12	1	eFD ↗
2025-12-05	4	eFD ↗
2025-11-21	5	eFD ↗
2025-10-01	8	eFD ↗
2025-10-01	3	eFD ↗
2025-09-17	1	eFD ↗
2025-08-18	1	eFD ↗
2025-08-13	3	eFD ↗
2025-08-12	35	eFD ↗
2025-08-12	4	eFD ↗
2025-08-12	1	eFD ↗
2025-08-12	43	eFD ↗
2025-07-30	10	eFD ↗
2025-07-16	2	eFD ↗
2025-06-11	13	eFD ↗
2025-05-12	10	eFD ↗
2025-04-13	1	eFD ↗
2025-03-17	3	eFD ↗
2025-02-27	24	eFD ↗
2025-01-31	32	eFD ↗
2025-01-03	7	eFD ↗
2024-12-31	24	eFD ↗
2024-12-19	3	eFD ↗
2024-11-08	4	eFD ↗
2024-09-19	4	eFD ↗
2024-08-19	1	eFD ↗
2024-07-12	5	eFD ↗
2024-06-07	3	eFD ↗
2024-05-02	1	eFD ↗
2024-03-01	2	eFD ↗
2024-02-15	5	eFD ↗
2023-12-28	2	eFD ↗
2023-11-28	4	eFD ↗
2023-11-01	64	eFD ↗
2023-10-12	69	eFD ↗
2017-01-20	1	PTR ↗

1–12 of 41 filings

Signals

window 2026-07-03 → 2026-10-01

No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.

PLANNED annual holdings · 13F overlap

Recent disclosures and committee context

Largest recent disclosures

trailing 90d · lower bound

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-10-01 · jurisdiction mapping v1

No committee memberships on record in the snapshot.

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 212 trades predate the membership snapshot's validity window and are unanswerable, not cleared.

A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

Most-disclosed tickers, trailing 24 months
Ticker	Trades	flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges·§	Last
LRN	10	$94K–$360K§	2026-02
GS	9	$107K–$380K§	2026-02
ADBE	6	$90K–$300K§	2026-02
AIT	6	$62K–$230K§	2026-02
COHR	6	$76K–$265K§	2026-02
CRDO	6	$76K–$265K§	2026-02

Disclosed transactions

512 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Reporting window

Published 2026-10-01

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Holdings coverage

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.