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 |
|---|---|---|---|---|---|---|---|
| 2026-03-10 | 2026-02-25 | 13 | Joint | INTUIntuit Inc. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-10 | 2026-02-25 | 13 | Joint | AZOAutoZone, Inc. Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2026-03-10 | 2026-02-25 | 13 | Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | Purchase | $50,001 - $100,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | COHRCoherent Corp. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | AITApplied Industrial Technologies, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | DELLDell Technologies Inc. Class C Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | MPWRMonolithic Power Systems, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | MTZMasTec, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | MCKMcKesson Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | CCitigroup, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | ADBEAdobe Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | LRNStride, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | GSGoldman Sachs Group, Inc. (The) Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | CRSCarpenter Technology Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | FCFSFirstCash Holdings, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | VSECVSE Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | IRMIron Mountain Incorporated (Delaware)Common Stock REIT | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | CRDOCredo Technology Group Holding Ltd - Ordinary Shares | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | APGAPi Group Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-03-02 | 2026-02-04 | 26 | Joint | AMKRAmkor Technology, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-21 | 14 | Joint | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | 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 → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-20 | 15 | Joint | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | CCitigroup Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | MPWRMonolithic Power Systems, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | LRNStride, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | CRSCarpenter Technology Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | CRSCarpenter Technology Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | FCFSFirstCash Holdings, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | AMKRAmkor Technology, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | CCitigroup Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | MCKMcKesson Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | MPWRMonolithic Power Systems, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | MCKMcKesson Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | VSECVSE Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | APGAPi Group Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | LRNStride, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | FCFSFirstCash Holdings, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | APGAPi Group Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | VSECVSE Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Member | AMKRAmkor Technology, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-02-04 | 2026-01-05 | 30 | Spouse | ADBEAdobe Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | HLTHilton Worldwide Holdings Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | KOCoca-Cola Company (The) Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | MSFTMicrosoft Corporation - Common Stock | Purchase | $100,001 - $250,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | LLYEli Lilly and Company Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | NVDANVIDIA Corporation - Common Stock | Purchase | $100,001 - $250,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | NOWServiceNow, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | DEDeere & Company Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | AXPAmerican Express Company Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | JPMJP Morgan Chase & Co. Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | ICEIntercontinental Exchange Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | AAPLApple Inc. - Common Stock | Purchase | $100,001 - $250,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | INTUIntuit Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | AMZNAmazon.com, Inc. - Common Stock | Purchase | $100,001 - $250,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | CATCaterpillar, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | MAMastercard Incorporated Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | ISRGIntuitive Surgical, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | IQVIQVIA Holdings, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | ELVElevance Health, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | RTXRTX Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | CRMSalesforce, Inc. Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | COPConocoPhillips Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | AMATApplied Materials, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $100,001 - $250,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | GSGoldman Sachs Group, Inc. (The) Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | COFCapital One Financial Corporation Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | BSXBoston Scientific Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | LRCXLam Research Corporation - Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | COSTCostco Wholesale Corporation - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | CVXChevron Corporation Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-16 | 2025-12-29 | 18 | Joint | HDHome Depot, Inc. (The) Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | PRMBPrimo Brands Corporation Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | LRNStride, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | DELLDell Technologies Inc. Class C Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | COHRCoherent Corp. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | DELLDell Technologies Inc. Class C Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | COHRCoherent Corp. - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | MTZMasTec, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | AITApplied Industrial Technologies, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | CRDOCredo Technology Group Holding Ltd | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | GSGoldman Sachs Group, Inc. (The) Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | IRMIron Mountain Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | IRMIron Mountain Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | MTZMasTec, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | GSGoldman Sachs Group, Inc. (The) Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | CRDOCredo Technology Group Holding Ltd | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Spouse | LRNStride, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | PRMBPrimo Brands Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2026-01-13 | 2025-12-18 | 26 | Member | AITApplied Industrial Technologies, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2026-01-13 | 2025-12-17 | 27 | Joint | PRMBPrimo Brands Corporation Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-12-12 | 2025-12-03 | 9 | Joint | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-12-05 | 2025-11-10 | 25 | Joint | COFCapital One Financial Corporation Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2025-12-05 | 2025-11-10 | 25 | Joint | CSXCSX Corporation - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-12-05 | 2025-11-10 | 25 | Joint | ZTSZoetis Inc. Class A Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-12-05 | 2025-11-10 | 25 | Joint | PNRPentair plc. Ordinary Share | Purchase | $15,001 - $50,000 | eFD → |
| 2025-11-21 | 2025-11-03 | 18 | Joint | MSFTMicrosoft Corp | Purchase | $250,001 - $500,000 | eFD → |
| 2025-11-21 | 2025-11-03 | 18 | Joint | TMUST-Mobile US, Inc. - Common Stock | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-11-21 | 2025-11-03 | 18 | Joint | FISVFiserv Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-21 | 2025-11-03 | 18 | Joint | BRK.BBerkshire Hathaway Cl B | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-11-21 | 2025-11-03 | 18 | Joint | CMGChipotle Mexican Grill, Inc. Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | ACNAccenture Plc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | INTUIntuit Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | iShares U.S. Health Care Providers ETF | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | UNHUnitedhealth Group Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | TXNTexas Instruments Incorporated - Common Stock | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | ISRGIntuitive Surgical, Inc. - Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | ADBEAdobe Systems Inc | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-24 | 7 | Joint | NOWServiceNow, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-10-01 | 2025-09-23 | 8 | Spouse | WABWabtec Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-10-01 | 2025-09-23 | 8 | Joint | WABWabtec Corp | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-10-01 | 2025-09-23 | 8 | Member | WABWabtec Corp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-09-17 | 2025-09-09 | 8 | Joint | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-08-18 | 2025-08-01 | 17 | Joint | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-08-13 | 2023-01-03 | 953 ·>45 | Spouse | FCFSFirstCash Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-13 | 2023-01-03 | 953 ·>45 | Spouse | SHOPShopify Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-13 | 2023-01-03 | 953 ·>45 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-12-11 | 244 ·>45 | Joint | LLYEli Lilly and Company Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-11-12 | 273 ·>45 | Joint | Invesco Optimum Yield Diversified Commodity Strate | Purchase | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-10-29 | 287 ·>45 | Joint | Invesco Optimum Yield Diversified Commodity Strate | Purchase | $250,001 - $500,000 | eFD → |
| 2025-08-12 | 2024-10-01 | 315 ·>45 | Joint | Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-07-24 | 384 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-07-23 | 385 ·>45 | Member | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Sale (full) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-04-03 | 496 ·>45 | Spouse | ZTSZoetis Inc. Class A Common Stock | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-03-11 | 519 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2025-08-12 | 2024-02-09 | 550 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-02-07 | 552 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-01-29 | 561 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2025-08-12 | 2024-01-22 | 568 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-01-19 | 571 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-01-18 | 572 ·>45 | Joint | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-01-10 | 580 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | PYPLPayPal Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | Instructure Holdings, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | PODDInsulet Corporation - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | HUBBHubbell Inc Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | CTVACorteva, Inc. Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | FCFSFirstCash Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | FNFabrinet | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | CELHCelsius Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | EXLSExlService Holdings, Inc. - Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-08-12 | 2024-01-04 | 586 ·>45 | Spouse | SHOPShopify Inc | Sale (full) | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-11-29 | 609 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-07-30 | 2023-10-30 | 639 ·>45 | Member | Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25 | Purchase | $15,001 - $50,000 | eFD → |
| 2025-07-30 | 2023-10-23 | 646 ·>45 | Member | Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | Instructure Holdings, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | HUBBHubbell Inc Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | PODDInsulet Corporation - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | CTVACorteva, Inc. Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | EXLSExlService Holdings, Inc. - Common Stock | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | CELHCelsius Holdings Inc | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-30 | 2023-01-03 | 939 ·>45 | Spouse | FNFabrinet | Purchase | $1,001 - $15,000 | eFD → |
| 2025-07-16 | 2025-06-18 | 28 | Joint | Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030 | Purchase | $50,001 - $100,000 | eFD → |
| 2025-07-16 | 2025-06-16 | 30 | Joint | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | ADBEAdobe Systems Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | LHXL3Harris Technologies Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | AMATApplied Materials, Inc. - Common Stock | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | LRCXLam Research Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | CVXChevron Corp | Purchase | $50,001 - $100,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | VLOValero Energy Corp | Purchase | $50,001 - $100,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | TMOThermo Fisher Scientific Inc | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | CSXCSX Corp | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | LPLALpl Financial Holdings | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | SPYSPDR S&P 500 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | TXNTexas Instruments | Purchase | $15,001 - $50,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | ZTSZoetis Inc. Class A Common Stock | Purchase | $50,001 - $100,000 | eFD → |
| 2025-06-11 | 2025-05-13 | 29 | Joint | COPConocophillips | Purchase | $15,001 - $50,000 | eFD → |
| 2025-05-12 | 2025-04-08 | 34 | Joint | CSXCSX Corp | Sale (full) | $15,001 - $50,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
232 assets with a value on the amended report filed 2025-08-13, 69 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 | $50,001 - $100,000 |
| Dodge & Cox Income Fund - Class I | Fund | Joint | None (or less than $1,001) |
| The Bond Fund of America Class A Shares | Fund | Joint | None (or less than $1,001) |
| Cohen & Steers Preferred Securities and Income F | Fund | Joint | None (or less than $1,001) |
| Invesco Variable Rate Preferred ETF | Fund | Joint | None (or less than $1,001) |
| iShares Preferred and Income Securities ETF | Fund | Joint | None (or less than $1,001) |
| Global X U.S. Preferred ETF | Fund | Joint | None (or less than $1,001) |
| Nuveen High Yield Municipal Bd Fd Class I | Fund | Joint | None (or less than $1,001) |
| Nuveen Limited Term Municipal Bond Fd Cl C | Fund | Joint | None (or less than $1,001) |
| John Hancock Bond Fund Class I | Fund | Joint | None (or less than $1,001) |
| Principal Funds Inc. - Spectrum Preferred and C | Fund | Joint | None (or less than $1,001) |
| VanEck ETF Trust VanEck High Yield Muni ETF | Fund | Joint | None (or less than $1,001) |
| Victory Market Neutral Income Fund - Class I | Fund | Joint | None (or less than $1,001) |
| Dodge & Cox Stock Fund - Class I | Fund | Joint | None (or less than $1,001) |
| Fidelity Real Estate Income | Fund | Joint | None (or less than $1,001) |
| iShares Select Dividend ETF | Fund | Joint | None (or less than $1,001) |
| iShares Core S&P Mid-Cap | Fund | Joint | None (or less than $1,001) |
| iShares Russell 1000 ETF | Fund | Joint | None (or less than $1,001) |
| iShares Core S&P Small-Cap | Fund | Joint | $500,001 - $1,000,000 |
| John Hancock Multifactor Mid Cap ETF | Fund | Joint | None (or less than $1,001) |
| Pacer Data & Infrastructure Real Estate ETF | Fund | Joint | None (or less than $1,001) |
| Schwab U.S. Mid Cap ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard Div Appreciation ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard FTSE Developed Markets ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard FTSE Emerging Markets ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard Real Estate ETF | Fund | Joint | $500,001 - $1,000,000 |
| Victory Market Neutral Income Fund - Class I | Fund | Joint | None (or less than $1,001) |
| Northwestern Mutual | Other | Joint | $1,000,001 - $5,000,000 |
| The Christie Renee Mullin Insurance Trust | Other | Spouse | $1,000,001 - $5,000,000 |
| American Fds American High-Income Municipal Bon | Fund | Joint | None (or less than $1,001) |
| Nuveen High Yield Municipal Bd Fd Class I | Fund | Joint | None (or less than $1,001) |
| Nuveen Flagship Limited Term Municipal Bond Fd C | Fund | Joint | None (or less than $1,001) |
| Vaneck High Yield Muni ETF | Fund | Joint | None (or less than $1,001) |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Fund | Joint | None (or less than $1,001) |
| 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 | $500,001 - $1,000,000 |
| 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 | $15,001 - $50,000 |
| AXPAmerican Express Company | Stock | Joint | $50,001 - $100,000 |
| ELVElevance Health Inc | Stock | Joint | $15,001 - $50,000 |
| AAPLApple Inc | Stock | Joint | $100,001 - $250,000 |
| AMATApplied Materials, Inc. - Common Stock | Stock | Joint | $50,001 - $100,000 |
| BLKBlackrock Inc | Stock | Joint | $50,001 - $100,000 |
| CSXCSX Corp | Stock | Joint | $50,001 - $100,000 |
| CATCaterpillar Inc | Stock | Joint | $15,001 - $50,000 |
| 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 | $15,001 - $50,000 |
| 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 | $15,001 - $50,000 |
| 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 Core S&P Mid-Cap | Fund | Joint | None (or less than $1,001) |
| iShares Russell 1000 ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| 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 | $15,001 - $50,000 |
| MAMastercard Incorporated Common Stock | Stock | Joint | $15,001 - $50,000 |
| MSFTMicrosoft Corporation - Common Stock | Stock | Joint | $50,001 - $100,000 |
| NVDANvidia Corp | Stock | Joint | $50,001 - $100,000 |
| 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 | $15,001 - $50,000 |
| TMUST-Mobile US | Stock | Joint | $50,001 - $100,000 |
| TXNTexas Instruments Incorporated - Common Stock | Stock | Joint | $15,001 - $50,000 |
| TMOThermo Fisher Scientific Inc | Stock | Joint | $50,001 - $100,000 |
| UNPUnion Pacific Corp | Stock | Joint | $50,001 - $100,000 |
| 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 | $15,001 - $50,000 |
| Vanguard Real Estate ETF | Fund | Joint | $500,001 - $1,000,000 |
| Vanguard Mid-Cap ETF | Fund | Joint | $1,000,001 - $5,000,000 |
| Victory Market Neutral Income Fund - Class I | Fund | Joint | None (or less than $1,001) |
| VVisa Inc | Stock | Joint | $50,001 - $100,000 |
| ZTSZoetis Inc Cl A | Stock | Joint | $50,001 - $100,000 |
| The Bond Fund of America - Class 529-F-2 | Fund | Joint | None (or less than $1,001) |
| PSFCohen & Steers Preferred Fund | Fund | Joint | None (or less than $1,001) |
| John Hancock Bond Fund Class I | Fund | Joint | None (or less than $1,001) |
| Invesco Optimum Yield Diversified Commodity Strate | Fund | Joint | None (or less than $1,001) |
| iShares Preferred and Income Securities ETF | Fund | Joint | None (or less than $1,001) |
| Nuveen High Yield Municipal Bd Fd Class I | Fund | Joint | None (or less than $1,001) |
| Nuveen Flagship Limited Term Municipal Bond Fd C | Fund | Joint | None (or less than $1,001) |
| Principal Funds Inc. - Spectrum Preferred and C | Fund | Joint | None (or less than $1,001) |
| Vaneck High Yield Muni ETF | Fund | Joint | None (or less than $1,001) |
| Victory Market Neutral Income Fund - Class I | Fund | Joint | None (or less than $1,001) |
| American High-Income Municipal Bond Fund - Class | Fund | Joint | None (or less than $1,001) |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Fund | Joint | None (or less than $1,001) |
| Dreyfus Government Cash Management Wealth Shares | Fund | Joint | $500,001 - $1,000,000 |
| FT Cap Strgth Opp 26 RE | Fund | Spouse | $50,001 - $100,000 |
| FT TGT Div Dbl 1Q23 RE | Fund | Joint | $15,001 - $50,000 |
| OKEONEOK, Inc. Common Stock | Stock | Spouse | $15,001 - $50,000 |
| JPM Liquid Assets Money Market Premier | Fund | Spouse | $50,001 - $100,000 |
| ALBAlbemarle Corp | Stock | Spouse | None (or less than $1,001) |
| CTVACorteva Inc | Stock | Spouse | $1,001 - $15,000 |
| FT S&P TGT 25 1Q22 Fere | Fund | Spouse | None (or less than $1,001) |
| FT S&P TGT 25 2Q23 Fere | Fund | Spouse | $50,001 - $100,000 |
| FT Cap Strgth Opp 28Fere | Fund | Spouse | $50,001 - $100,000 |
| FCFSFirstcash Holdings Inc | Stock | Spouse | $1,001 - $15,000 |
| HPQHP Inc. Common Stock | Stock | Spouse | None (or less than $1,001) |
| HUBBHubbell Inc Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Cavanal Hill Govt Sec Mmkt | Fund | Member | $100,001 - $250,000 |
| AZOAutoZone, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Cl B | Stock | Joint | $15,001 - $50,000 |
| BSXBoston Scientific Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| CMGChipotle Mexican Grill | Stock | Joint | $50,001 - $100,000 |
| EWEdwards Lifesciences Corporation Common Stock | Stock | Joint | $15,001 - $50,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Joint | $50,001 - $100,000 |
| FISVFiserv, Inc. Common Stock | Stock | Joint | $15,001 - $50,000 |
| 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 | $15,001 - $50,000 |
| 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 | $50,001 - $100,000 |
| Franklin Value Fund Advisor Class | Fund | Joint | $500,001 - $1,000,000 |
| Johnston Cnty NC Go Ref BDS | Bond | Joint | $50,001 - $100,000 |
| Central Weber Utah SWR Impt Dist SWR Rev BDS | Bond | Joint | $50,001 - $100,000 |
| New Mexico Fin Auth St Transn Rev Ref BDS | Bond | Joint | $50,001 - $100,000 |
| Austin Tex Pub Impt Ref BDS | Bond | Joint | $50,001 - $100,000 |
| Lucas Cnty Ohio Ltd Tax Var Purp Impt Go BD Antic NTS | Bond | Joint | $50,001 - $100,000 |
| Upton Cnty Tex Tax Tax NTS 2023 | Bond | Joint | $50,001 - $100,000 |
| Pocono Mtn PA Sch Dist Go NTS | Bond | Joint | $50,001 - $100,000 |
| Alamogordo N Mex Mun Sch Dist No 001 Go BDS | Bond | Joint | $15,001 - $50,000 |
| Kaukauna Wis Antic NTS 2023B | Bond | Joint | $50,001 - $100,000 |
| Waxahachie Tex Indpt Sch Dist Ultd Tax Ref BDS | Bond | Joint | $50,001 - $100,000 |
| Texas St GO Mobility FD BDS | Bond | Joint | $50,001 - $100,000 |
| Clear Creek Tex Indpt Sch Dist Unltd Tax Ref BDS | Bond | Joint | $100,001 - $250,000 |
| Macomb Inter Sch Dist Mich Unltd Tax Go Bldg Site BDS | Bond | Joint | $100,001 - $250,000 |
| 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 | $100,001 - $250,000 |
| Austin Tex CTFS Oblig | Bond | Joint | $100,001 - $250,000 |
| 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 | $100,001 - $250,000 |
| First Trust Capital Strength Opportunity 26 | Fund | Member | $1,001 - $15,000 |
| First Trust Target Dividend Double Play | Fund | Member | $1,001 - $15,000 |
| First Trust S&P Dividends Aristocrats Target 25 | Fund | Spouse | $15,001 - $50,000 |
| NKENike, Inc. Common Stock | Stock | Joint | $50,001 - $100,000 |
| CELHCelsius Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| EXLSExlService Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| FNFabrinet | Stock | Spouse | $1,001 - $15,000 |
| FCFSFirstCash Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Instructure Holdings, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PODDInsulet Corporation - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. - Common Stock | Stock | Spouse | $1,001 - $15,000 |
| SHOPShopify Inc | Stock | Spouse | $1,001 - $15,000 |
| Citizens Bankshares | Other | Member | $100,001 - $250,000 |
| Humphreys Fund I REIT | Fund | Member | $250,001 - $500,000 |
| Cleveland Cnty OK Eductnl Facs Rev | Bond | Member | $100,001 - $250,000 |
| Oklahoma Dev Fin Auth Lease Rev | Bond | Member | $15,001 - $50,000 |
| Oklahoma St Dev Fin Auth Hlths Rev | Bond | Member | $500,001 - $1,000,000 |
| Oklahoma St Turnpike Auth Rev | Bond | Member | $15,001 - $50,000 |
| Purcell OK Public Wks Auth Sal Rev | Bond | Member | $15,001 - $50,000 |
| Tulsa Cnty OK Indl Auth Eductn Rev | Bond | Member | $15,001 - $50,000 |
| Univ OK Rev | Bond | Member | $15,001 - $50,000 |
| Northwestern Mutual FDIC Insured | Other | Joint | None (or less than $1,001) |
| Northwestern Mutual FDIC Insured | Other | Joint | None (or less than $1,001) |
| Florida Investment Property | Other | Joint | $1,000,001 - $5,000,000 |
| Washington DC Investment Property | Other | Joint | $1,000,001 - $5,000,000 |
| LPL Financial | Other | Spouse | $100,001 - $250,000 |
| LPL Financial | Other | Member | $100,001 - $250,000 |
| Northwestern Mutual FDIC Insured | Other | Joint | $500,001 - $1,000,000 |
| Northwestern Mutual FDIC Insured | Other | Joint | $50,001 - $100,000 |
| Northwestern Mutual FDIC Insured | Other | Joint | None (or less than $1,001) |
| Oklahoma St Dev Fin Auth Hlths REV | Bond | Member | $500,001 - $1,000,000 |
| LPL Financial | Other | Spouse | $15,001 - $50,000 |
| LPL Financial | Other | Member | $15,001 - $50,000 |
| Bank America | Other | Joint | None (or less than $1,001) |
| Bank of Southern California | Other | Joint | None (or less than $1,001) |
| U.S. Bank | Other | Joint | None (or less than $1,001) |
| 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 | $15,001 - $50,000 |
How reports are read: holdings methodology.