Markwayne Mullin

Republican — R–OK · U.S. Senate · serving since 2013 · member ID M001190Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗
Disclosures
512
41 filings · 0 paper · retained
Net flow · 12m
−$863K to $4.4M
purchases minus sales · statutory ranges, 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 · statutory ranges · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · derived ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3
how this chart is drawn ·§gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · source: House Clerk + Senate eFD

Disclosed flow by quarter. 24Q4: purchases $1.1M–$2.5M, sales $847K–$2.1M; 25Q1: purchases $700K–$2.1M, sales $502K–$1.3M; 25Q2: purchases $335K–$850K, sales $840K–$1.8M; 25Q3: purchases $131K–$315K, sales $106K–$365K; 25Q4: purchases $1.4M–$3.5M, sales $326K–$1.1M; 26Q1: purchases $500K–$1.6M, sales $532K–$1.5M; 26Q2: no purchases, no sales; 26Q3: no purchases, no sales

Net disclosed flow by ticker

flows, not holdings ·§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
NetTickerIssuerBuy ◂ ▸ Sellnet 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 zeronet 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 zeroBuysSellsNet range ·§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 zeroLast traded13FInstitutional overlap is not available in this build.
BUYMSFTMicrosoft Corporation - Common StockPurchases $416K–$915K; sales —50$416K to $915K net accumulation2025-12-29
BUYAAPLApple Inc. - Common StockPurchases $201K–$465K; sales —40$201K to $465K net accumulation2025-12-29
BUYPCLPXPimco Commoditiesplus Strategy Fund Class I-2Purchases $250K–$500K; sales $15K–$50K11$200K to $485K net accumulation2024-12-26
BUYAMZNAmazon.com, Inc. - Common StockPurchases $166K–$415K; sales —40$166K to $415K net accumulation2025-12-29
BUYNVDANVIDIA Corporation - Common StockPurchases $131K–$365K; sales —40$131K to $365K net accumulation2025-12-29
BUYGOOGLAlphabet Inc. - Class A Common StockPurchases $116K–$315K; sales —30$116K to $315K net accumulation2025-12-29
BUYMETAMeta Platforms, Inc. - Class A Common StockPurchases $116K–$265K; sales —40$116K to $265K net accumulation2025-12-29
BUYCOFCapital One Financial Corporation Common StockPurchases $115K–$250K; sales —30$115K to $250K net accumulation2025-12-29
BUYCFSSXColumn Small Cap Select FundPurchases $100K–$250K; sales —10$100K to $250K net accumulation2024-12-26
BUYLLYEli Lilly and Company Common StockPurchases $81K–$215K; sales —40$81.0K to $215K net accumulation2025-12-29
BUYJPMJP Morgan Chase & Co. Common StockPurchases $66K–$165K; sales —30$66.0K to $165K net accumulation2025-12-29
BUYMAMastercard Incorporated Common StockPurchases $66K–$165K; sales —30$66.0K to $165K net accumulation2025-12-29
BUYISRGIntuitive Surgical, Inc. - Common StockPurchases $65K–$150K; sales —20$65.0K to $150K net accumulation2025-12-29
BUYLPLALpl Financial HoldingsPurchases $65K–$150K; sales —20$65.0K to $150K net accumulation2025-05-13
BUYIEMGiShares Core MSCI Emerging Markets ETFPurchases $51K–$115K; sales —20$51.0K to $115K net accumulation2024-12-26
BUYEZUEurozone Ishares MSCI ETFPurchases $100K–$250K; sales $15K–$50K11$50.0K to $235K net accumulation2025-01-08
BUYIEFAiShares Core MSCI EAFE ETFPurchases $100K–$250K; sales $15K–$50K11$50.0K to $235K net accumulation2025-01-08
BUYGICIXGoldman Sachs Intl Small Cap Insights Fd InstPurchases $50K–$100K; sales —10$50.0K to $100K net accumulation2024-12-26
BUYKLACKLA Corporation - Common StockPurchases $50K–$100K; sales —10$50.0K to $100K net accumulation2023-09-13
BUYAMKRAmkor Technology, Inc. - Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYAPGAPi Group Corporation Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYCCitigroup, Inc. Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYCRSCarpenter Technology Corporation Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYIQVIQVIA Holdings, Inc. Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2025-12-29
BUYMCKMcKesson Corporation Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYMPWRMonolithic Power Systems, Inc. - Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYVSECVSE Corporation - Common StockPurchases $45K–$150K; sales —30$45.0K to $150K net accumulation2026-02-04
BUYCVXChevron Corporation Common StockPurchases $81K–$215K; sales $15K–$50K41$31.0K to $200K net accumulation2025-12-29
BUYUNHUnitedHealth Group Incorporated Common Stock (DE)Purchases $81K–$215K; sales $15K–$50K41$31.0K to $200K net accumulation2026-02-25
BUYBSXBoston Scientific Corporation Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYCATCaterpillar, Inc. Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYCOSTCostco Wholesale Corporation - Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYCRMSalesforce, Inc. Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYDEDeere & Company Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYELVElevance Health, Inc. Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYHDHome Depot, Inc. (The) Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYHLTHilton Worldwide Holdings Inc. Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYICEIntercontinental Exchange Inc. Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYKOCoca-Cola Company (The) Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYRTXRTX Corporation Common StockPurchases $31K–$115K; sales —30$31.0K to $115K net accumulation2025-12-29
BUYLHXL3Harris Technologies IncPurchases $30K–$100K; sales —20$30.0K to $100K net accumulation2025-05-13
BUYTJXTJX CompaniesPurchases $30K–$100K; sales —20$30.0K to $100K net accumulation2025-02-13
BUYAXPAmerican Express Company Common StockPurchases $17K–$80K; sales —30$17.0K to $80.0K net accumulation2025-12-29
BUYFCFSFirstCash Holdings, Inc. - Common StockPurchases $46K–$165K; sales $2K–$30K42$16.0K to $163K net accumulation2026-02-04
BUYBLKBlackRock, Inc. Common StockPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYEMREmerson Electric CompanyPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYNOWServiceNow, Inc. Common StockPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2025-12-29
BUYPANWPalo Alto Networks, Inc. - Common StockPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYPGProcter & Gamble CompanyPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYSHWSherwin-Williams Company (The) Common StockPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYSPGIS&P Global Inc. Common StockPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYUNPUnion Pacific CorpPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYVVisa IncPurchases $16K–$65K; sales —20$16.0K to $65.0K net accumulation2023-10-03
BUYPHParker-Hannifin Corporation Common StockPurchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2024-06-12
BUYPMPhilip Morris International IncPurchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2025-02-13
BUYPNRPentair plc. Ordinary SharePurchases $15K–$50K; sales —10$15.0K to $50.0K net accumulation2025-11-10
BUYVNQVanguard Real Estate ETFPurchases $1K–$15K; sales —10$1.0K to $15.0K net accumulation2024-12-26
MIXEDVLOValero Energy CorpPurchases $100K–$200K; sales $50K–$100K21$0 to $150K2025-05-13
MIXEDACNAccenture PlcPurchases $50K–$100K; sales $15K–$50K11$0 to $85.0K2025-09-24
MIXEDLRCXLam Research Corporation - Common StockPurchases $96K–$265K; sales $50K–$100K51−$4.0K to $215K2025-12-29
MIXEDCOPConocoPhillips Common StockPurchases $46K–$165K; sales $15K–$50K41−$4.0K to $150K2025-12-29
MIXEDADBEAdobe Inc. - Common StockPurchases $91K–$315K; sales $30K–$100K72−$9.0K to $285K2026-02-04
MIXEDPRMBPrimo Brands Corporation Class A Common StockPurchases $31K–$115K; sales $3K–$45K33−$14.0K to $112K2025-12-18
SELLVLTOVeralto Corp Common StockPurchases —; sales $1K–$15K01−$15.0K to −$1.0K net disposal2023-12-05
MIXEDLRNStride, Inc. Common StockPurchases $78K–$295K; sales $18K–$95K84−$17.0K to $277K2026-02-04
MIXEDINTUIntuit Inc. - Common StockPurchases $30K–$100K; sales $15K–$50K21−$20.0K to $85.0K2026-02-25
MIXEDAMATApplied Materials, Inc. - Common StockPurchases $76K–$265K; sales $50K–$100K61−$24.0K to $215K2025-12-29
MIXEDELFE.L.F. Beauty IncPurchases $2K–$30K; sales $2K–$30K22−$28.0K to $28.0K2024-12-18
MIXEDCELHCelsius Holdings, Inc. - Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDCTVACorteva, Inc. Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDEXLSExlService Holdings, Inc. - Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDFNFabrinetPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDHUBBHubbell Inc Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDINSTInstructure Holdings, Inc. Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDPODDInsulet Corporation - Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDPYPLPayPal Holdings, Inc. - Common StockPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDSHOPShopify IncPurchases $1K–$15K; sales $2K–$30K12−$29.0K to $13.0K2024-01-04
MIXEDBRK.BBerkshire Hathaway Cl BPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2025-11-03
MIXEDCMCSAComcast Corporation - Class A Common StockPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2024-06-12
MIXEDCMGChipotle Mexican Grill, Inc. Common StockPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2025-11-03
MIXEDEWEdwards Lifesciences CorpPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2024-08-20
MIXEDFIFiserv IncPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2025-11-03
MIXEDHONHoneywell International IncPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2025-02-13
MIXEDNKENike, Inc. Common StockPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2024-06-12
MIXEDPEPPepsiCo, Inc. - Common StockPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2024-12-11
MIXEDSBUXStarbucks CorpPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2024-08-20
MIXEDSTZConstellation Brands IncPurchases $16K–$65K; sales $15K–$50K21−$34.0K to $50.0K2025-02-13
MIXEDDHRDanaher CorpPurchases $15K–$50K; sales $15K–$50K11−$35.0K to $35.0K2025-02-13
MIXEDIRMIron Mountain Incorporated (Delaware)Common Stock REITPurchases $31K–$115K; sales $17K–$80K33−$49.0K to $98.0K2026-02-04
MIXEDABTAbbott LaboratoriesPurchases $16K–$65K; sales $16K–$65K22−$49.0K to $49.0K2025-01-08
SELLBRKBershire Hathaway Cdr [Cad Hedged]Purchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-02-13
SELLIHFiShares U.S. Health Care Providers ETFPurchases —; sales $15K–$50K01−$50.0K to −$15.0K net disposal2025-09-24
MIXEDTMOThermo Fisher Scientific IncPurchases $45K–$150K; sales $50K–$100K31−$55.0K to $100K2025-05-13
MIXEDZTSZoetis Inc. Class A Common StockPurchases $68K–$195K; sales $32K–$130K54−$62.0K to $163K2025-11-10
MIXEDBMIBadger Meter, Inc. Common StockPurchases $2K–$30K; sales $16K–$65K22−$63.0K to $14.0K2024-12-18
MIXEDCYBRCyberArk Software Ltd. - Ordinary SharesPurchases $2K–$30K; sales $16K–$65K22−$63.0K to $14.0K2024-12-18
MIXEDETNEaton CorpPurchases $2K–$30K; sales $16K–$65K22−$63.0K to $14.0K2024-12-18
MIXEDCSXCSX Corporation - Common StockPurchases $31K–$115K; sales $30K–$100K32−$69.0K to $85.0K2025-11-10
MIXEDTXNTexas Instruments Incorporated - Common StockPurchases $31K–$115K; sales $30K–$100K32−$69.0K to $85.0K2025-09-24
MIXEDAMDAdv Micro DevicesPurchases $31K–$115K; sales $50K–$100K31−$69.0K to $65.0K2025-02-13
MIXEDAITApplied Industrial Technologies, Inc. Common StockPurchases $31K–$115K; sales $31K–$115K33−$84.0K to $84.0K2026-02-04
MIXEDWABWabtec CorpPurchases $31K–$115K; sales $31K–$115K33−$84.0K to $84.0K2025-09-23
MIXEDAZOAutoZone, Inc. Common StockPurchases $16K–$65K; sales $50K–$100K21−$84.0K to $15.0K2026-02-25
MIXEDTMUST-Mobile US, Inc. - Common StockPurchases $15K–$50K; sales $50K–$100K11−$85.0K to $02025-11-03
MIXEDAXONAxon Enterprise IncPurchases $2K–$30K; sales $30K–$100K22−$98.0K to $02024-12-18
MIXEDFRPTFreshpet, Inc. - Common StockPurchases $2K–$30K; sales $30K–$100K22−$98.0K to $02024-12-18
MIXEDOLLIOllie's Bargain Outlet Holdings, Inc. - Common StoPurchases $2K–$30K; sales $30K–$100K22−$98.0K to $02024-12-18
MIXEDSFMSprouts Farmers Market, Inc. - Common StockPurchases $2K–$30K; sales $30K–$100K22−$98.0K to $02024-12-18
MIXEDCOHRCoherent Corp. Common StockPurchases $31K–$115K; sales $45K–$150K33−$119K to $70.0K2026-02-04
MIXEDCRDOCredo Technology Group Holding Ltd - Ordinary SharesPurchases $31K–$115K; sales $45K–$150K33−$119K to $70.0K2026-02-04
MIXEDDELLDell Technologies Inc. Class C Common StockPurchases $31K–$115K; sales $45K–$150K33−$119K to $70.0K2026-02-04
MIXEDMTZMasTec, Inc. Common StockPurchases $31K–$115K; sales $45K–$150K33−$119K to $70.0K2026-02-04
MIXEDGSGoldman Sachs Group, Inc. (The) Common StockPurchases $64K–$260K; sales $61K–$215K85−$151K to $199K2026-02-04
MIXEDPDBCInvesco Optimum Yield Diversified Commodity StratePurchases $265K–$550K; sales $250K–$500K21−$235K to $300K2024-12-26
SELLVAWMaterials ETF VanguardPurchases —; sales $100K–$250K01−$250K to −$100K net disposal2025-02-13
SELLSPYSPDR S&P 500Purchases —; sales $500K–$1M01−$1.0M to −$500K net disposal2025-05-13
SELLIWBRussell 1000 Ishares ETFPurchases —; sales $650K–$1.4M03−$1.4M to −$650K net disposal2024-06-13

Trading profile

VS SENATE MEDIAN · TICK = MEDIAN · 68 MEMBERS
Filing lag (median)median days between trade date and filing date, over rows that disclose both
+29dslower than chamber — median +28d
Rows per filingmachine-readable transaction rows per distinct source filing
12far above median — median 2.9
Share ≤ $15K bracketrows whose disclosed bracket tops out at $15,000
28%larger lots — median 60%
Buy share of rowspurchases as a share of all disclosed rows — a count of disclosures, not of dollars
65%above median — median 49%
Self-owned sharerows with no spouse (SP), dependent-child (DC) or joint (JT) owner code
17%family accounts — median 28%

filings incl. 0 paper: 41distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows · transactions: 512 · disclosed flow · trailing 12m: $2.9M–$8.2Msum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value · median lag: +29dmedian days between trade date and filing date, over rows that disclose both · late filings: 98rows filed past the STOCK Act's 45-day window

Medians are per member across the 68 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 2026-09-14
Disclosed transactions by issuer sector
SectorTradesFlow range
manufacturing182$2.5M–$8M
services71$1.3M–$3.8M
finance-insurance-realestate46$655K–$2M
retail37$514K–$1.7M
transport-utilities12$173K–$545K
wholesale9$107K–$380K
construction6$76K–$265K
agriculture3$3K–$45K
no ticker disclosed coverage112$5.6M–$12.8M
ticker not resolved to an issuer coverage33$2.1M–$4.8M
issuer has no SIC on record coverage1$500K–$1M
Sector from SEC SIC codesSector 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.
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 2026-09-14 · 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.

All disclosed transactions

512 rows · filed date desc · as of 2026-09-14 13:21 UTC
All disclosed transactions for Markwayne Mullin
KindTickerAssetOwnerFilings 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 ↗RangeAmount rangeTraded → FiledSource
PurchaseUNHUnitedHealth Group Incorporated Common Stock (DE)· JT (jointly owned)$50K–$100KTraded Filed +13d
SaleAZOAutoZone, Inc. Common Stock· JT (jointly owned)$50K–$100KTraded Filed +13d
SaleINTUIntuit Inc. - Common Stock· JT (jointly owned)$15K–$50KTraded Filed +13d
SaleCOHRCoherent Corp. Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseLRNStride, Inc. Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseADBEAdobe Inc. - Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleCRDOCredo Technology Group Holding Ltd - Ordinary Shares· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseAMKRAmkor Technology, Inc. - Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleDELLDell Technologies Inc. Class C Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseVSECVSE Corporation - Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleIRMIron Mountain Incorporated (Delaware)Common Stock REIT· JT (jointly owned)$1K–$15KTraded Filed +26d
PurchaseMPWRMonolithic Power Systems, Inc. - Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleAITApplied Industrial Technologies, Inc. Common Stock· JT (jointly owned)$1K–$15KTraded Filed +26d
PurchaseFCFSFirstCash Holdings, Inc. - Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseCCitigroup, Inc. Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleMTZMasTec, Inc. Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseAPGAPi Group Corporation Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseMCKMcKesson Corporation Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleGSGoldman Sachs Group, Inc. (The) Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
PurchaseCRSCarpenter Technology Corporation Common Stock· JT (jointly owned)$15K–$50KTraded Filed +26d
SaleCOOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS· partial · JT (partial sale, jointly owned)$1K–$15Kno tickerTraded Filed +14d
SaleFLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleFORT LAUDERDALE FLA WTR & SWR REV BDS· partial · JT (partial sale, jointly owned)$1K–$15Kno tickerTraded Filed +15d
SaleAUSTIN TEX CTFS OBLIG· partial · JT (partial sale, jointly owned)$1K–$15Kno tickerTraded Filed +15d
SaleMACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS· partial · JT (partial sale, jointly owned)$1K–$15Kno tickerTraded Filed +15d
SaleUNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleMETROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleNEVADA ST LTD TAX GO CAP IMPT BDS· partial · JT (partial sale, jointly owned)$1K–$15Kno tickerTraded Filed +15d
SaleFORT SMITH ARK WTR & SWR REV REF CONSTR BDS· partial · JT (partial sale, jointly owned)$50K–$100Kno tickerTraded Filed +15d
SaleSEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS· partial · JT (partial sale, jointly owned)$50K–$100Kno tickerTraded Filed +15d
SaleSALEM N H GO BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleIPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS· partial · JT (partial sale, jointly owned)$50K–$100Kno tickerTraded Filed +15d
SaleMASSACHUSETTS ST DEV FIN AGY REV BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleCLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS· partial · JT (partial sale, jointly owned)$50K–$100Kno tickerTraded Filed +15d
SaleWEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleCORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
SaleKENTUCKY ST PPTY & BLDGS COMMN REVS BDS· partial · JT (partial sale, jointly owned)$50K–$100Kno tickerTraded Filed +15d
SaleCOOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS· partial · JT (partial sale, jointly owned)$15K–$50Kno tickerTraded Filed +15d
PurchaseMPWRMonolithic Power Systems, Inc. - Common Stock· SP (spouse-owned)$15K–$50KTraded Filed +30d
PurchaseMCKMcKesson Corporation Common Stock· SP (spouse-owned)$15K–$50KTraded Filed +30d
PurchaseAPGAPi Group Corporation Common Stock$15K–$50KTraded Filed +30d
PurchaseLRNStride, Inc. Common Stock· SP (spouse-owned)$15K–$50KTraded Filed +30d
PurchaseMCKMcKesson Corporation Common Stock$15K–$50KTraded Filed +30d
PurchaseAPGAPi Group Corporation Common Stock· SP (spouse-owned)$15K–$50KTraded Filed +30d
PurchaseCRSCarpenter Technology Corporation Common Stock· SP (spouse-owned)$15K–$50KTraded Filed +30d
PurchaseCCitigroup Inc· SP (spouse-owned)$15K–$50KTraded Filed +30d
PurchaseAMKRAmkor Technology, Inc. - Common Stock$15K–$50KTraded Filed +30d
PurchaseCCitigroup Inc$15K–$50KTraded Filed +30d
PurchaseFCFSFirstCash Holdings, Inc. - Common Stock$15K–$50KTraded Filed +30d
Amended filings show the latest versionEach 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 ↗
1–50 of 512 transactions

Filing history

SOURCE REPORTS · FILED ↓
Filing history
FiledRowsReceipt
2026-03-103
2026-03-0217
2026-02-0439
2026-01-1631
2026-01-1319
2025-12-121
2025-12-054
2025-11-215
2025-10-018
2025-10-013
2025-09-171
2025-08-181
2025-08-133
2025-08-1235
2025-08-124
2025-08-121
2025-08-1243
2025-07-3010
2025-07-162
2025-06-1113
2025-05-1210
2025-04-131
2025-03-173
2025-02-2724
2025-01-3132
2025-01-037
2024-12-3124
2024-12-193
2024-11-084
2024-09-194
2024-08-191
2024-07-125
2024-06-073
2024-05-021
2024-03-012
2024-02-155
2023-12-282
2023-11-284
2023-11-0164
2023-10-1269
2017-01-201

Signals

window 2026-06-16 → 2026-09-14

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

Additional disclosure analysis

Most-disclosed tickers

trailing 24m
Most-disclosed tickers, trailing 24 months
TickerTradesFlow range ·§flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed rangesLast
LRN10$94K–$360K§2026-02
GS9$107K–$380K§2026-02
ADBE6$90K–$300K§2026-02
AIT6$62K–$230K§2026-02
COHR6$76K–$265K§2026-02
CRDO6$76K–$265K§2026-02

512 reported transactions

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

Published 2026-09-14

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

Annual holdings are not in this view

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