Markwayne Mullin
Trades
298
175 buy / 123 sell
Buy Win Rate
60%
151 buy trades scored
Avg. Buy Return
+11.1%
Dollar-weighted avg
vs S&P 500
+4.7%
Same holding periods
Trading Performance
Based on 151 buys scored
Avg. Buy Return+11.1%
S&P 500 (same periods)+6.4%
Alpha vs S&P 500+4.7%
Buy Win Rate60%
Sell Timing57%
Buy / Sell Trades148 / 150
Buy/Sell Ratio1.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
298 trades disclosed
UNH
UnitedHealth Group Incorporated Common Stock (DE)
Type:
Buy
Date
Feb 25, 2026
AZO
AutoZone, Inc. Common Stock
Type:
Sell
Date
Feb 25, 2026
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Feb 25, 2026
VSEC
VSE Corporation - Common Stock
Type:
Buy
Date
Feb 4, 2026
MPWR
Monolithic Power Systems, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Feb 4, 2026
LRN
Stride, Inc. Common Stock
Type:
Buy
Date
Feb 4, 2026
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
CRS
Carpenter Technology Corporation Common Stock
Type:
Buy
Date
Feb 4, 2026
CRDO
Credo Technology Group Holding Ltd - Ordinary Shares
Type:
Sell
Date
Feb 4, 2026
COHR
Coherent Corp. Common Stock
Type:
Sell
Date
Feb 4, 2026
C
Citigroup, Inc. Common Stock
Type:
Buy
Date
Feb 4, 2026
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
MTZ
MasTec, Inc. Common Stock
Type:
Sell
Date
Feb 4, 2026
IR
IRM
Iron Mountain Incorporated (Delaware)Common Stock REIT
Type:
Sell
Date
Feb 4, 2026
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Sell
Date
Feb 4, 2026
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Sell
Date
Feb 4, 2026
APG
APi Group Corporation Common Stock
Type:
Buy
Date
Feb 4, 2026
AMKR
Amkor Technology, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
AIT
Applied Industrial Technologies, Inc. Common Stock
Type:
Sell
Date
Feb 4, 2026
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS
Rate/Coupon: 5.25% Matures: 12/15/39Bond
Type:
Sell
Date
Jan 21, 2026
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS
Rate/Coupon: 5.0% Matures: 03/01/33Bond
Type:
Sell
Date
Jan 20, 2026
C
Citigroup Inc
Type:
Buy
Date
Jan 5, 2026
MPWR
Monolithic Power Systems, Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Jan 5, 2026
LRN
Stride, Inc. Common Stock
Type:
Buy
Date
Jan 5, 2026
CRS
Carpenter Technology Corporation Common Stock
Type:
Buy
Date
Jan 5, 2026
VSEC
VSE Corporation - Common Stock
Type:
Buy
Date
Jan 5, 2026
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
APG
APi Group Corporation Common Stock
Type:
Buy
Date
Jan 5, 2026
AMKR
Amkor Technology, Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 29, 2025
COF
Capital One Financial Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
BSX
Boston Scientific Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
IQV
IQVIA Holdings, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Dec 29, 2025
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Dec 29, 2025
ICE
Intercontinental Exchange Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
DE
Deere & Company Common Stock
Type:
Buy
Date
Dec 29, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Dec 29, 2025
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
KO
Coca-Cola Company (The) Common Stock
Type:
Buy
Date
Dec 29, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
CRM
Salesforce, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Dec 29, 2025
MA
Mastercard Incorporated Common Stock
Type:
Buy
Date
Dec 29, 2025
HLT
Hilton Worldwide Holdings Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
ISRG
Intuitive Surgical, Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
HD
Home Depot, Inc. (The) Common Stock
Type:
Buy
Date
Dec 29, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Dec 29, 2025
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
INTU
Intuit Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
COP
ConocoPhillips Common Stock
Type:
Buy
Date
Dec 29, 2025
MTZ
MasTec, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2025
IR
IRM
Iron Mountain Inc
Type:
Sell
Date
Dec 18, 2025
PRMB
Primo Brands Corp
Type:
Sell
Date
Dec 18, 2025
LRN
Stride, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2025
IR
IRM
Iron Mountain Inc
Type:
Sell
Date
Dec 18, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Sell
Date
Dec 18, 2025
COHR
Coherent Corp. - Common Stock
Type:
Sell
Date
Dec 18, 2025
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Sell
Date
Dec 18, 2025
CRDO
Credo Technology Group Holding Ltd
Type:
Sell
Date
Dec 18, 2025
AIT
Applied Industrial Technologies, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2025
PRMB
Primo Brands Corporation Class A Common Stock
Type:
Sell
Date
Dec 18, 2025
PRMB
Primo Brands Corporation Class A Common Stock
Type:
Sell
Date
Dec 17, 2025
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025
Rate/Coupon: 4.0% Matures: 02/15/2042Bond
Type:
Buy
Date
Dec 3, 2025
CSX
CSX Corporation - Common Stock
Type:
Sell
Date
Nov 10, 2025
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Nov 10, 2025
COF
Capital One Financial Corporation Common Stock
Type:
Buy
Date
Nov 10, 2025
PNR
Pentair plc. Ordinary Share
Type:
Buy
Date
Nov 10, 2025
FI
FI
Fiserv Inc
Type:
Sell
Date
Nov 3, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Nov 3, 2025
TMUS
T-Mobile US, Inc. - Common Stock
Type:
Sell
Date
Nov 3, 2025
CMG
Chipotle Mexican Grill, Inc. Common Stock
Type:
Sell
Date
Nov 3, 2025
BRK-B
Berkshire Hathaway Cl B
Type:
Sell
Date
Nov 3, 2025
ADBE
Adobe Systems Inc
Type:
Sell
Date
Sep 24, 2025
INTU
Intuit Inc. - Common Stock
Type:
Buy
Date
Sep 24, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Sep 24, 2025
ACN
Accenture Plc
Type:
Sell
Date
Sep 24, 2025
ISRG
Intuitive Surgical, Inc. - Common Stock
Type:
Buy
Date
Sep 24, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Sell
Date
Sep 24, 2025
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Sep 24, 2025
IH
IHF
iShares U.S. Health Care Providers ETF
Type:
Sell
Date
Sep 24, 2025
WAB
Wabtec Corp
Type:
Sell
Date
Sep 23, 2025
WAB
Wabtec Corp
Type:
Sell
Date
Sep 23, 2025
MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020
Rate/Coupon: 5.0% Matures: 10/01/31Bond
Type:
Buy
Date
Sep 9, 2025
UNH
UnitedHealth Group Incorporated Common Stock (DE)
Type:
Sell
Date
Aug 1, 2025
SHOP
Shopify Inc
Type:
Buy
Date
Jan 3, 2023
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 3, 2023
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 3, 2023
INST
Instructure Holdings, Inc. Common Stock
Type:
Sell
Date
Jan 4, 2024
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 11, 2024
PD
PDBC
Invesco Optimum Yield Diversified Commodity Strate
Type:
Buy
Date
Nov 12, 2024
PC
PCLPX
Pimco Commoditiesplus Strategy Fund Class I-2
Type:
Sell
Date
Nov 12, 2024
Pimco Commodities Plus Strategy Fund Class
Type:
Sell
Date
Oct 29, 2024
PD
PDBC
Invesco Optimum Yield Diversified Commodity Strate
Type:
Buy
Date
Oct 29, 2024
Pocono Mtn PA Sch Dist Go Nts 2023
Rate/Coupon: 4.5% Matures: 10/01/26Bond
Type:
Sell
Date
Oct 1, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Jul 24, 2024
Univ OK Rev
Rate/Coupon: 5.0% Matures: 07/01/28Bond
Type:
Sell
Date
Jul 23, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Apr 3, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Mar 11, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Feb 9, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Feb 7, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Jan 29, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Jan 22, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Jan 19, 2024
KAUKAUNA WIS ANTIC NTS 2023B
Rate/Coupon: 5.0% Matures: 06/01/2028Bond
Type:
Sell
Date
Jan 18, 2024
JOHNSTON CNTY N C GO REF BDS 2010-A
Rate/Coupon: 5.0% Matures: 02/01/2024Bond
Type:
Sell
Date
Jan 18, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond
Type:
Sell
Date
Jan 10, 2024
OK ST Capitol Impt Auth ST Highway
Rate/Coupon: 5.0% Matures: 07/01/2025Bond
Type:
Buy
Date
Jan 10, 2024
ELF
E.L.F. Beauty Inc
Type:
Buy
Date
Jan 4, 2024
SHOP
Shopify Inc
Type:
Sell
Date
Jan 4, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
Jan 4, 2024
PODD
Insulet Corporation - Common Stock
Type:
Sell
Date
Jan 4, 2024
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
HUBB
Hubbell Inc Common Stock
Type:
Sell
Date
Jan 4, 2024
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
FN
Fabrinet
Type:
Sell
Date
Jan 4, 2024
CELH
Celsius Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
SFM
Sprouts Farmers Market, Inc. - Common Stock
Type:
Buy
Date
Jan 4, 2024
OLLI
Ollie's Bargain Outlet Holdings, Inc. - Common Sto
Type:
Buy
Date
Jan 4, 2024
FRPT
Freshpet, Inc. - Common Stock
Type:
Buy
Date
Jan 4, 2024
CYBR
CyberArk Software Ltd. - Ordinary Shares
Type:
Buy
Date
Jan 4, 2024
BMI
Badger Meter, Inc. Common Stock
Type:
Buy
Date
Jan 4, 2024
ZTS
Zoetis Inc Cl A
Type:
Buy
Date
Jan 4, 2024
EXLS
ExlService Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
CTVA
Corteva, Inc. Common Stock
Type:
Sell
Date
Jan 4, 2024
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Jan 4, 2024
ETN
Eaton Corp
Type:
Buy
Date
Jan 4, 2024
AXON
Axon Enterprise Inc
Type:
Buy
Date
Jan 4, 2024
Canadian County Educational Facilities Authority
Rate/Coupon: 5.0% Matures: 09/01/2027Bond
Type:
Buy
Date
Jan 3, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Jan 2, 2024
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Jan 2, 2024
LRCX
Lam Research Corp
Type:
Buy
Date
Jan 2, 2024
ADBE
Adobe Systems Inc
Type:
Buy
Date
Jan 2, 2024
AMD
Advanced Micro Devices, Inc. - Common Stock
Type:
Buy
Date
Jan 2, 2024
META
Meta Platforms Inc
Type:
Buy
Date
Jan 2, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jan 2, 2024
SHOP
Shopify Inc
Type:
Sell
Date
Dec 22, 2023
PODD
Insulet Corp
Type:
Sell
Date
Dec 22, 2023
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Sell
Date
Dec 22, 2023
INST
Instructure Holdings Inc
Type:
Sell
Date
Dec 22, 2023
FN
Fabrinet
Type:
Sell
Date
Dec 22, 2023
CTVA
Corteva Inc
Type:
Sell
Date
Dec 22, 2023
HUBB
Hubbell Inc Common Stock
Type:
Sell
Date
Dec 22, 2023
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Sell
Date
Dec 22, 2023
EXLS
ExlService Holdings, Inc. - Common Stock
Type:
Sell
Date
Dec 22, 2023
CELH
Celsius Holdings Inc
Type:
Sell
Date
Dec 22, 2023
Oklahoma St Dev Fin Auth Hlths Rev Adj
Rate/Coupon: .41% Matures: 08/15/31Bond
Type:
Sell
Date
Oct 23, 2023
INST
Instructure Holdings, Inc. Common Stock
Type:
Buy
Date
Jan 3, 2023
FN
Fabrinet
Type:
Buy
Date
Jan 3, 2023
EXLS
ExlService Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 3, 2023
PODD
Insulet Corporation - Common Stock
Type:
Buy
Date
Jan 3, 2023
HUBB
Hubbell Inc Common Stock
Type:
Buy
Date
Jan 3, 2023
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: .41% Matures: 08/15/31Bond
Type:
Buy
Date
Nov 29, 2023
Oklahoma St Turnpike Auth Rev
Rate/Coupon: 5.0% Matures: 01/01/25Bond
Type:
Buy
Date
Oct 30, 2023
CTVA
Corteva, Inc. Common Stock
Type:
Buy
Date
Jan 3, 2023
CELH
Celsius Holdings Inc
Type:
Buy
Date
Jan 3, 2023
New York City Municipal Water Fin Authority Water & Sewer Revenue Bond
Rate/Coupon: 5.0% Matures: 06/15/2039Bond
Type:
Sell
Date
Jun 16, 2025
Florida State Department General Services Division Facilities Mgmt Revenue Pool
Rate/Coupon: 4.0% Matures: 09/01/2030Bond
Type:
Buy
Date
Jun 18, 2025
CSX
CSX Corp
Type:
Buy
Date
May 13, 2025
TMO
Thermo Fisher Scientific Inc
Type:
Buy
Date
May 13, 2025
SP
SPY
SPDR S&P 500
Type:
Sell
Date
May 13, 2025
LRCX
Lam Research Corp
Type:
Buy
Date
May 13, 2025
LHX
L3Harris Technologies Inc
Type:
Buy
Date
May 13, 2025
LPLA
Lpl Financial Holdings
Type:
Buy
Date
May 13, 2025
CVX
Chevron Corp
Type:
Buy
Date
May 13, 2025
ADBE
Adobe Systems Inc
Type:
Buy
Date
May 13, 2025
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
May 13, 2025
VLO
Valero Energy Corp
Type:
Buy
Date
May 13, 2025
TXN
Texas Instruments
Type:
Buy
Date
May 13, 2025
COP
Conocophillips
Type:
Buy
Date
May 13, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
May 13, 2025
TMO
Thermo Fisher Scientific Inc
Type:
Sell
Date
Apr 8, 2025
CSX
CSX Corp
Type:
Sell
Date
Apr 8, 2025
COP
Conocophillips
Type:
Sell
Date
Apr 8, 2025
VLO
Valero Energy Corp
Type:
Sell
Date
Apr 8, 2025
ZTS
Zoetis Inc Cl A
Type:
Sell
Date
Apr 8, 2025
CVX
Chevron Corp
Type:
Sell
Date
Apr 8, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Apr 8, 2025
ADBE
Adobe Systems Inc
Type:
Sell
Date
Apr 8, 2025
AMAT
Applied Materials
Type:
Sell
Date
Apr 8, 2025
TXN
Texas Instruments
Type:
Sell
Date
Apr 8, 2025
COF
Capital One Financial Corp
Type:
Buy
Date
Mar 19, 2025
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033Bond
Type:
Buy
Date
Feb 19, 2025
MTZ
Mastec Inc
Type:
Buy
Date
Feb 3, 2025
VA
VAW
Materials ETF Vanguard
Type:
Sell
Date
Feb 13, 2025
LHX
L3Harris Technologies Inc
Type:
Buy
Date
Feb 13, 2025
STZ
Constellation Brands Inc
Type:
Sell
Date
Feb 13, 2025
LPLA
Lpl Financial Holdings
Type:
Buy
Date
Feb 13, 2025
ACN
Accenture Plc
Type:
Buy
Date
Feb 13, 2025
IQV
Iqvia Holdings Inc
Type:
Buy
Date
Feb 13, 2025
TJX
TJX Companies
Type:
Buy
Date
Feb 13, 2025
AMD
Adv Micro Devices
Type:
Sell
Date
Feb 13, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 13, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 13, 2025
DHR
Danaher Corp
Type:
Sell
Date
Feb 13, 2025
HON
Honeywell International Inc
Type:
Sell
Date
Feb 13, 2025
PM
Philip Morris International Inc
Type:
Buy
Date
Feb 13, 2025
BR
BRK
Bershire Hathaway Cdr [Cad Hedged]
Type:
Sell
Date
Feb 13, 2025
WAB
Wabtec Corp
Type:
Buy
Date
Feb 3, 2025
PRMB
Primo Water Corp
Type:
Buy
Date
Feb 3, 2025
LRN
Stride Inc
Type:
Buy
Date
Feb 3, 2025
IR
IRM
Iron Mountain Inc
Type:
Buy
Date
Feb 3, 2025
GS
Goldman Sachs Group
Type:
Buy
Date
Feb 3, 2025
DELL
Dell Technologies Inc
Type:
Buy
Date
Feb 3, 2025
CRDO
Credo Technology Group Holding Ltd
Type:
Buy
Date
Feb 3, 2025
COHR
Coherent Corp
Type:
Buy
Date
Feb 3, 2025
AIT
Applied Industrial Technologies
Type:
Buy
Date
Feb 3, 2025
GS
Goldman Sachs Group
Type:
Buy
Date
Jan 2, 2025
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28Bond
Type:
Sell
Date
Jan 8, 2025
EZ
EZU
Eurozone Ishares MSCI ETF
Type:
Sell
Date
Jan 8, 2025
COHR
Coherent Corp
Type:
Buy
Date
Jan 2, 2025
CRDO
Credo Technology Group Holding Ltd
Type:
Buy
Date
Jan 2, 2025
PRMB
Primo Brands Corporation Cl A
Type:
Buy
Date
Jan 2, 2025
MTZ
Mastec Inc
Type:
Buy
Date
Jan 2, 2025
LRN
Stride Inc
Type:
Buy
Date
Jan 2, 2025
AIT
Applied Industrial Technologies, Inc. Common Stock
Type:
Buy
Date
Jan 2, 2025
WAB
Wabtec Corp
Type:
Buy
Date
Jan 2, 2025
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36Bond
Type:
Sell
Date
Jan 8, 2025
IE
IEFA
iShares Core MSCI EAFE ETF
Type:
Sell
Date
Jan 8, 2025
ABT
Abbott Laboratories
Type:
Sell
Date
Jan 8, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Jan 2, 2025
IR
IRM
Iron Mountain Inc
Type:
Buy
Date
Jan 2, 2025
PC
PCLPX
Pimco Commoditiesplus Strategy Fund Class I-2
Type:
Buy
Date
Dec 26, 2024
Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034Bond
Type:
Sell
Date
Dec 27, 2024
GI
GICIX
Goldman Sachs Intl Small Cap Insights Fd Inst
Type:
Buy
Date
Dec 26, 2024
VN
VNQ
Vanguard Real Estate ETF
Type:
Buy
Date
Dec 26, 2024
IE
IEMG
iShares Core MSCI Emerging Markets ETF
Type:
Buy
Date
Dec 26, 2024
PD
PDBC
Invesco Optimum Yield Diversified Commodity Strate
Type:
Sell
Date
Dec 26, 2024
CF
CFSSX
Column Small Cap Select Fund
Type:
Buy
Date
Dec 26, 2024
OLLI
Ollie's Bargain Outlet Holdings, Inc. - Common Sto
Type:
Sell
Date
Dec 18, 2024
LRN
Stride, Inc. Common Stock
Type:
Buy
Date
Jul 30, 2024
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Dec 11, 2024
PEP
PepsiCo, Inc. - Common Stock
Type:
Sell
Date
Dec 11, 2024
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Dec 11, 2024
LRN
Stride Inc
Type:
Sell
Date
Dec 18, 2024
AXON
Axon Enterprise, Inc. - Common Stock
Type:
Sell
Date
Dec 18, 2024
CYBR
CyberArk Software Ltd. - Ordinary Shares
Type:
Sell
Date
Dec 18, 2024
BMI
Badger Meter, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2024
ELF
E.L.F. Beauty Inc
Type:
Sell
Date
Dec 18, 2024
ETN
Eaton Corp
Type:
Sell
Date
Dec 18, 2024
FRPT
Freshpet, Inc. - Common Stock
Type:
Sell
Date
Dec 18, 2024
GS
Goldman Sachs Group
Type:
Sell
Date
Dec 18, 2024
LRN
Stride, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2024
SFM
Sprouts Farmers Market, Inc. - Common Stock
Type:
Sell
Date
Dec 18, 2024
IE
IEFA
iShares Core MSCI EAFE ETF
Type:
Buy
Date
Nov 27, 2024
EZ
EZU
iShares MSCI Eurozone ETF
Type:
Buy
Date
Nov 27, 2024
IE
IEMG
iShares Core MSCI Emerging Markets ETF
Type:
Buy
Date
Nov 27, 2024
Pimco Commoditiesplus Strategy Fund Class I-2
Type:
Sell
Date
Nov 12, 2024
Invesco Actively Managed Exchange Traded
Type:
Buy
Date
Nov 12, 2024
HI
HIYS
Invesco Actively Managed Exchange-Traded Fund Trus
Type:
Buy
Date
Oct 29, 2024
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036Bond
Type:
Buy
Date
Oct 8, 2024
NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025Bond
Type:
Buy
Date
Oct 10, 2024
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027Bond
Type:
Buy
Date
Oct 16, 2024
LRN
Stride Inc
Type:
Buy
Date
Jul 30, 2024
EW
Edwards Lifesciences Corp
Type:
Sell
Date
Aug 20, 2024
TJX
TJX Companies, Inc. (The) Common Stock
Type:
Buy
Date
Aug 20, 2024
SBUX
Starbucks Corp
Type:
Sell
Date
Aug 20, 2024
IQV
Iqvia Holdings Inc
Type:
Buy
Date
Aug 20, 2024
Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32Bond
Type:
Buy
Date
Jul 23, 2024
IW
IWB
Russell 1000 Ishares ETF
Type:
Sell
Date
Jun 12, 2024
IW
IWB
Russell 1000 Ishares ETF
Type:
Sell
Date
Jun 13, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jun 12, 2024
PH
Parker-Hannifin Corporation Common Stock
Type:
Buy
Date
Jun 12, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Jun 12, 2024
IW
IWB
iShares Russell 1000 ETF
Type:
Sell
Date
May 8, 2024
Ishares TR Russell 1000 ETF
Type:
Sell
Date
Jun 7, 2024
Pimco Commodities Plus Strategy Fund Class
Type:
Sell
Date
May 8, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Apr 3, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Apr 3, 2024
Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029Bond
Type:
Buy
Date
Feb 8, 2024
Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031Bond
Type:
Buy
Date
Feb 6, 2024
McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033Bond
Type:
Buy
Date
Jan 24, 2024
Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026Bond
Type:
Buy
Date
Jan 23, 2024
Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024Bond
Type:
Buy
Date
Jan 19, 2024
Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035Bond
Type:
Buy
Date
Jan 26, 2024
Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032Bond
Type:
Buy
Date
Jan 18, 2024
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Jan 4, 2024
SFM
Sprouts Farmers Market
Type:
Buy
Date
Jan 4, 2024
Instructure Holdings Inc
Type:
Sell
Date
Dec 22, 2023
AXON
Axon Enterprise Inc
Type:
Buy
Date
Jan 4, 2024
CYBR
CyberArk Software Ltd. - Ordinary Shares
Type:
Buy
Date
Jan 4, 2024
BMI
Badger Meter, Inc. Common Stock
Type:
Buy
Date
Jan 4, 2024
ELF
E.L.F. Beauty Inc
Type:
Buy
Date
Jan 4, 2024
ETN
Eaton Corp
Type:
Buy
Date
Jan 4, 2024
FRPT
Freshpet, Inc. - Common Stock
Type:
Buy
Date
Jan 4, 2024
OLLI
Ollie's Bargain Outlet Holdings, Inc. - Common Sto
Type:
Buy
Date
Jan 4, 2024
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Feb 25, 2026 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Buy | $50k - $100k | +13dFiling |
| Feb 25, 2026 | AZO AutoZone, Inc. Common Stock | Sell | $50k - $100k | +13dFiling |
| Feb 25, 2026 | INTU Intuit Inc. - Common Stock | Sell | $15k - $50k | +13dFiling |
| Feb 4, 2026 | VSEC VSE Corporation - Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | MCK McKesson Corporation Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | LRN Stride, Inc. Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | CRS Carpenter Technology Corporation Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Sell | $15k - $50k | +26dFiling |
| Feb 4, 2026 | COHR Coherent Corp. Common Stock | Sell | $15k - $50k | +26dFiling |
| Feb 4, 2026 | C Citigroup, Inc. Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | ADBE Adobe Inc. - Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | MTZ MasTec, Inc. Common Stock | Sell | $15k - $50k | +26dFiling |
| Feb 4, 2026 | IR IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | Sell | $1k - $15k | +26dFiling |
| Feb 4, 2026 | GS Goldman Sachs Group, Inc. (The) Common Stock | Sell | $15k - $50k | +26dFiling |
| Feb 4, 2026 | DELL Dell Technologies Inc. Class C Common Stock | Sell | $15k - $50k | +26dFiling |
| Feb 4, 2026 | APG APi Group Corporation Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | AMKR Amkor Technology, Inc. - Common Stock | Buy | $15k - $50k | +26dFiling |
| Feb 4, 2026 | AIT Applied Industrial Technologies, Inc. Common Stock | Sell | $1k - $15k | +26dFiling |
| Jan 21, 2026 | COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS
Rate/Coupon: 5.25% Matures: 12/15/39Bond | Sell | $1k - $15k | +14dFiling |
| Jan 20, 2026 | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS
Rate/Coupon: 5.0% Matures: 03/01/33Bond | Sell | $15k - $50k | +15dFiling |
| Jan 5, 2026 | C Citigroup Inc | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | MPWR Monolithic Power Systems, Inc. - Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | MCK McKesson Corporation Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | LRN Stride, Inc. Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | CRS Carpenter Technology Corporation Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | VSEC VSE Corporation - Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | APG APi Group Corporation Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | AMKR Amkor Technology, Inc. - Common Stock | Buy | $15k - $50k | +30dFiling |
| Jan 5, 2026 | ADBE Adobe Inc. - Common Stock | Buy | $15k - $50k | +30dFiling |
| Dec 29, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | LLY Eli Lilly and Company Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | COF Capital One Financial Corporation Common Stock | Buy | $50k - $100k | +18dFiling |
| Dec 29, 2025 | BSX Boston Scientific Corporation Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | IQV IQVIA Holdings, Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | JPM JP Morgan Chase & Co. Common Stock | Buy | $50k - $100k | +18dFiling |
| Dec 29, 2025 | RTX RTX Corporation Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | GOOGL Alphabet Inc. - Class A Common Stock | Buy | $100k - $250k | +18dFiling |
| Dec 29, 2025 | ICE Intercontinental Exchange Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | DE Deere & Company Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | MSFT Microsoft Corporation - Common Stock | Buy | $100k - $250k | +18dFiling |
| Dec 29, 2025 | GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | LRCX Lam Research Corporation - Common Stock | Buy | $50k - $100k | +18dFiling |
| Dec 29, 2025 | KO Coca-Cola Company (The) Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $100k - $250k | +18dFiling |
| Dec 29, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $100k - $250k | +18dFiling |
| Dec 29, 2025 | CRM Salesforce, Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $50k - $100k | +18dFiling |
| Dec 29, 2025 | MA Mastercard Incorporated Common Stock | Buy | $50k - $100k | +18dFiling |
| Dec 29, 2025 | HLT Hilton Worldwide Holdings Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | HD Home Depot, Inc. (The) Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | ELV Elevance Health, Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | AXP American Express Company Common Stock | Buy | $1k - $15k | +18dFiling |
| Dec 29, 2025 | CVX Chevron Corporation Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | AAPL Apple Inc. - Common Stock | Buy | $100k - $250k | +18dFiling |
| Dec 29, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | COST Costco Wholesale Corporation - Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | INTU Intuit Inc. - Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 29, 2025 | COP ConocoPhillips Common Stock | Buy | $15k - $50k | +18dFiling |
| Dec 18, 2025 | MTZ MasTec, Inc. Common Stock | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | IR IRM Iron Mountain Inc | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | PRMB Primo Brands Corp | Sell | $1k - $15k | +26dFiling |
| Dec 18, 2025 | LRN Stride, Inc. Common Stock | Sell | $1k - $15k | +26dFiling |
| Dec 18, 2025 | IR IRM Iron Mountain Inc | Sell | $1k - $15k | +26dFiling |
| Dec 18, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | COHR Coherent Corp. - Common Stock | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | GS Goldman Sachs Group, Inc. (The) Common Stock | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | CRDO Credo Technology Group Holding Ltd | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | AIT Applied Industrial Technologies, Inc. Common Stock | Sell | $15k - $50k | +26dFiling |
| Dec 18, 2025 | PRMB Primo Brands Corporation Class A Common Stock | Sell | $1k - $15k | +26dFiling |
| Dec 17, 2025 | PRMB Primo Brands Corporation Class A Common Stock | Sell | $1k - $15k | +27dFiling |
| Dec 3, 2025 | CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025
Rate/Coupon: 4.0% Matures: 02/15/2042Bond | Buy | $50k - $100k | +9dFiling |
| Nov 10, 2025 | CSX CSX Corporation - Common Stock | Sell | $15k - $50k | +25dFiling |
| Nov 10, 2025 | ZTS Zoetis Inc. Class A Common Stock | Sell | $15k - $50k | +25dFiling |
| Nov 10, 2025 | COF Capital One Financial Corporation Common Stock | Buy | $50k - $100k | +25dFiling |
| Nov 10, 2025 | PNR Pentair plc. Ordinary Share | Buy | $15k - $50k | +25dFiling |
| Nov 3, 2025 | FI FI Fiserv Inc | Sell | $15k - $50k | +18dFiling |
| Nov 3, 2025 | MSFT Microsoft Corp | Buy | $250k - $500k | +18dFiling |
| Nov 3, 2025 | TMUS T-Mobile US, Inc. - Common Stock | Sell | $50k - $100k | +18dFiling |
| Nov 3, 2025 | CMG Chipotle Mexican Grill, Inc. Common Stock | Sell | $15k - $50k | +18dFiling |
| Nov 3, 2025 | BRK-B Berkshire Hathaway Cl B | Sell | $15k - $50k | +18dFiling |
| Sep 24, 2025 | ADBE Adobe Systems Inc | Sell | $15k - $50k | +7dFiling |
| Sep 24, 2025 | INTU Intuit Inc. - Common Stock | Buy | $15k - $50k | +7dFiling |
| Sep 24, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +7dFiling |
| Sep 24, 2025 | ACN Accenture Plc | Sell | $15k - $50k | +7dFiling |
| Sep 24, 2025 | ISRG Intuitive Surgical, Inc. - Common Stock | Buy | $50k - $100k | +7dFiling |
| Sep 24, 2025 | TXN Texas Instruments Incorporated - Common Stock | Sell | $15k - $50k | +7dFiling |
| Sep 24, 2025 | UNH Unitedhealth Group Inc | Buy | $15k - $50k | +7dFiling |
| Sep 24, 2025 | IH IHF iShares U.S. Health Care Providers ETF | Sell | $15k - $50k | +7dFiling |
| Sep 23, 2025 | WAB Wabtec Corp | Sell | $15k - $50k | +8dFiling |
| Sep 23, 2025 | WAB Wabtec Corp | Sell | $1k - $15k | +8dFiling |
| Sep 9, 2025 | MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020
Rate/Coupon: 5.0% Matures: 10/01/31Bond | Buy | $50k - $100k | +8dFiling |
| Aug 1, 2025 | UNH UnitedHealth Group Incorporated Common Stock (DE) | Sell | $15k - $50k | +17dFiling |
| Jan 3, 2023 | SHOP Shopify Inc | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | FCFS FirstCash Holdings, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | PYPL PayPal Holdings, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | INST Instructure Holdings, Inc. Common Stock | Sell | $1k - $15k | Date uncertain |
| Dec 11, 2024 | LLY Eli Lilly and Company Common Stock | Buy | $50k - $100k | |
| Nov 12, 2024 | PD PDBC Invesco Optimum Yield Diversified Commodity Strate | Buy | $15k - $50k | |
| Nov 12, 2024 | PC PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 | Sell | $15k - $50k | |
| Oct 29, 2024 | Pimco Commodities Plus Strategy Fund Class | Sell | $250k - $500k | |
| Oct 29, 2024 | PD PDBC Invesco Optimum Yield Diversified Commodity Strate | Buy | $250k - $500k | |
| Oct 1, 2024 | Pocono Mtn PA Sch Dist Go Nts 2023
Rate/Coupon: 4.5% Matures: 10/01/26Bond | Sell | $50k - $100k | |
| Jul 24, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $15k - $50k | Date uncertain |
| Jul 23, 2024 | Univ OK Rev
Rate/Coupon: 5.0% Matures: 07/01/28Bond | Sell | $15k - $50k | Date uncertain |
| Apr 3, 2024 | ZTS Zoetis Inc. Class A Common Stock | Sell | $1k - $15k | Date uncertain |
| Mar 11, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $15k - $50k | Date uncertain |
| Feb 9, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $50k - $100k | Date uncertain |
| Feb 7, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $50k - $100k | Date uncertain |
| Jan 29, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $100k - $250k | Date uncertain |
| Jan 22, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $50k - $100k | Date uncertain |
| Jan 19, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $50k - $100k | Date uncertain |
| Jan 18, 2024 | KAUKAUNA WIS ANTIC NTS 2023B
Rate/Coupon: 5.0% Matures: 06/01/2028Bond | Sell | $50k - $100k | Date uncertain |
| Jan 18, 2024 | JOHNSTON CNTY N C GO REF BDS 2010-A
Rate/Coupon: 5.0% Matures: 02/01/2024Bond | Sell | $50k - $100k | Date uncertain |
| Jan 10, 2024 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31Bond | Sell | $50k - $100k | Date uncertain |
| Jan 10, 2024 | OK ST Capitol Impt Auth ST Highway
Rate/Coupon: 5.0% Matures: 07/01/2025Bond | Buy | $50k - $100k | Date uncertain |
| Jan 4, 2024 | ELF E.L.F. Beauty Inc | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | SHOP Shopify Inc | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | ZTS Zoetis Inc. Class A Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | PODD Insulet Corporation - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | PYPL PayPal Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | HUBB Hubbell Inc Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | FCFS FirstCash Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | FN Fabrinet | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | CELH Celsius Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | SFM Sprouts Farmers Market, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | FRPT Freshpet, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | CYBR CyberArk Software Ltd. - Ordinary Shares | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | BMI Badger Meter, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | ZTS Zoetis Inc Cl A | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | EXLS ExlService Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | CTVA Corteva, Inc. Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 4, 2024 | GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | ETN Eaton Corp | Buy | $1k - $15k | Date uncertain |
| Jan 4, 2024 | AXON Axon Enterprise Inc | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2024 | Canadian County Educational Facilities Authority
Rate/Coupon: 5.0% Matures: 09/01/2027Bond | Buy | $100k - $250k | Date uncertain |
| Jan 2, 2024 | AAPL Apple Inc. - Common Stock | Buy | $50k - $100k | Date uncertain |
| Jan 2, 2024 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | LRCX Lam Research Corp | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | ADBE Adobe Systems Inc | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | AMD Advanced Micro Devices, Inc. - Common Stock | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | META Meta Platforms Inc | Buy | $15k - $50k | Date uncertain |
| Jan 2, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $15k - $50k | Date uncertain |
| Dec 22, 2023 | SHOP Shopify Inc | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | PODD Insulet Corp | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | PYPL PayPal Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | INST Instructure Holdings Inc | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | FN Fabrinet | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | CTVA Corteva Inc | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | HUBB Hubbell Inc Common Stock | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | FCFS FirstCash Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | EXLS ExlService Holdings, Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Dec 22, 2023 | CELH Celsius Holdings Inc | Sell | $1k - $15k | Date uncertain |
| Oct 23, 2023 | Oklahoma St Dev Fin Auth Hlths Rev Adj
Rate/Coupon: .41% Matures: 08/15/31Bond | Sell | $50k - $100k | Date uncertain |
| Jan 3, 2023 | INST Instructure Holdings, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | FN Fabrinet | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | EXLS ExlService Holdings, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | PODD Insulet Corporation - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | HUBB Hubbell Inc Common Stock | Buy | $1k - $15k | Date uncertain |
| Nov 29, 2023 | Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: .41% Matures: 08/15/31Bond | Buy | $250k - $500k | Date uncertain |
| Oct 30, 2023 | Oklahoma St Turnpike Auth Rev
Rate/Coupon: 5.0% Matures: 01/01/25Bond | Buy | $15k - $50k | Date uncertain |
| Jan 3, 2023 | CTVA Corteva, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jan 3, 2023 | CELH Celsius Holdings Inc | Buy | $1k - $15k | Date uncertain |
| Jun 16, 2025 | New York City Municipal Water Fin Authority Water & Sewer Revenue Bond
Rate/Coupon: 5.0% Matures: 06/15/2039Bond | Sell | $50k - $100k | +30dFiling |
| Jun 18, 2025 | Florida State Department General Services Division Facilities Mgmt Revenue Pool
Rate/Coupon: 4.0% Matures: 09/01/2030Bond | Buy | $50k - $100k | +28dFiling |
| May 13, 2025 | CSX CSX Corp | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | TMO Thermo Fisher Scientific Inc | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | SP SPY SPDR S&P 500 | Sell | $500k - $1M | +29dFiling |
| May 13, 2025 | LRCX Lam Research Corp | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | LHX L3Harris Technologies Inc | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | LPLA Lpl Financial Holdings | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | CVX Chevron Corp | Buy | $50k - $100k | +29dFiling |
| May 13, 2025 | ADBE Adobe Systems Inc | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | ZTS Zoetis Inc. Class A Common Stock | Buy | $50k - $100k | +29dFiling |
| May 13, 2025 | VLO Valero Energy Corp | Buy | $50k - $100k | +29dFiling |
| May 13, 2025 | TXN Texas Instruments | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | COP Conocophillips | Buy | $15k - $50k | +29dFiling |
| May 13, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | +29dFiling |
| Apr 8, 2025 | TMO Thermo Fisher Scientific Inc | Sell | $50k - $100k | +34dFiling |
| Apr 8, 2025 | CSX CSX Corp | Sell | $15k - $50k | +34dFiling |
| Apr 8, 2025 | COP Conocophillips | Sell | $15k - $50k | +34dFiling |
| Apr 8, 2025 | VLO Valero Energy Corp | Sell | $50k - $100k | +34dFiling |
| Apr 8, 2025 | ZTS Zoetis Inc Cl A | Sell | $15k - $50k | +34dFiling |
| Apr 8, 2025 | CVX Chevron Corp | Sell | $15k - $50k | +34dFiling |
| Apr 8, 2025 | LRCX Lam Research Corp | Sell | $50k - $100k | +34dFiling |
| Apr 8, 2025 | ADBE Adobe Systems Inc | Sell | $15k - $50k | +34dFiling |
| Apr 8, 2025 | AMAT Applied Materials | Sell | $50k - $100k | +34dFiling |
| Apr 8, 2025 | TXN Texas Instruments | Sell | $15k - $50k | +34dFiling |
| Mar 19, 2025 | COF Capital One Financial Corp | Buy | $15k - $50k | +25dFiling |
| Feb 19, 2025 | WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033Bond | Buy | $50k - $100k | +26dFiling |
| Feb 3, 2025 | MTZ Mastec Inc | Buy | $1k - $15k | +24dFiling |
| Feb 13, 2025 | VA VAW Materials ETF Vanguard | Sell | $100k - $250k | +14dFiling |
| Feb 13, 2025 | LHX L3Harris Technologies Inc | Buy | $15k - $50k | +14dFiling |
| Feb 13, 2025 | STZ Constellation Brands Inc | Sell | $15k - $50k | +14dFiling |
| Feb 13, 2025 | LPLA Lpl Financial Holdings | Buy | $50k - $100k | +14dFiling |
| Feb 13, 2025 | ACN Accenture Plc | Buy | $50k - $100k | +14dFiling |
| Feb 13, 2025 | IQV Iqvia Holdings Inc | Buy | $15k - $50k | +14dFiling |
| Feb 13, 2025 | TJX TJX Companies | Buy | $15k - $50k | +14dFiling |
| Feb 13, 2025 | AMD Adv Micro Devices | Sell | $50k - $100k | +14dFiling |
| Feb 13, 2025 | MSFT Microsoft Corp | Buy | $50k - $100k | +14dFiling |
| Feb 13, 2025 | AMZN Amazon.com Inc | Buy | $15k - $50k | +14dFiling |
| Feb 13, 2025 | DHR Danaher Corp | Sell | $15k - $50k | +14dFiling |
| Feb 13, 2025 | HON Honeywell International Inc | Sell | $15k - $50k | +14dFiling |
| Feb 13, 2025 | PM Philip Morris International Inc | Buy | $15k - $50k | +14dFiling |
| Feb 13, 2025 | BR BRK Bershire Hathaway Cdr [Cad Hedged] | Sell | $15k - $50k | +14dFiling |
| Feb 3, 2025 | WAB Wabtec Corp | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | PRMB Primo Water Corp | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | LRN Stride Inc | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | IR IRM Iron Mountain Inc | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | GS Goldman Sachs Group | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | DELL Dell Technologies Inc | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | CRDO Credo Technology Group Holding Ltd | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | COHR Coherent Corp | Buy | $1k - $15k | +24dFiling |
| Feb 3, 2025 | AIT Applied Industrial Technologies | Buy | $1k - $15k | +24dFiling |
| Jan 2, 2025 | GS Goldman Sachs Group | Buy | $15k - $50k | +29dFiling |
| Jan 8, 2025 | KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28Bond | Sell | $1k - $15k | +23dFiling |
| Jan 8, 2025 | EZ EZU Eurozone Ishares MSCI ETF | Sell | $15k - $50k | +23dFiling |
| Jan 2, 2025 | COHR Coherent Corp | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | CRDO Credo Technology Group Holding Ltd | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | PRMB Primo Brands Corporation Cl A | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | MTZ Mastec Inc | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | LRN Stride Inc | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | AIT Applied Industrial Technologies, Inc. Common Stock | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | WAB Wabtec Corp | Buy | $15k - $50k | +29dFiling |
| Jan 8, 2025 | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36Bond | Sell | $15k - $50k | +23dFiling |
| Jan 8, 2025 | IE IEFA iShares Core MSCI EAFE ETF | Sell | $15k - $50k | +23dFiling |
| Jan 8, 2025 | ABT Abbott Laboratories | Sell | $1k - $15k | +23dFiling |
| Jan 2, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | $15k - $50k | +29dFiling |
| Jan 2, 2025 | IR IRM Iron Mountain Inc | Buy | $15k - $50k | +29dFiling |
| Dec 26, 2024 | PC PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 | Buy | $250k - $500k | +8dFiling |
| Dec 27, 2024 | Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034Bond | Sell | $50k - $100k | +7dFiling |
| Dec 26, 2024 | GI GICIX Goldman Sachs Intl Small Cap Insights Fd Inst | Buy | $50k - $100k | +8dFiling |
| Dec 26, 2024 | VN VNQ Vanguard Real Estate ETF | Buy | $1k - $15k | +8dFiling |
| Dec 26, 2024 | IE IEMG iShares Core MSCI Emerging Markets ETF | Buy | $50k - $100k | +8dFiling |
| Dec 26, 2024 | PD PDBC Invesco Optimum Yield Diversified Commodity Strate | Sell | $250k - $500k | +8dFiling |
| Dec 26, 2024 | CF CFSSX Column Small Cap Select Fund | Buy | $100k - $250k | +8dFiling |
| Dec 18, 2024 | OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Sell | $15k - $50k | +13dFiling |
| Jul 30, 2024 | LRN Stride, Inc. Common Stock | Buy | $1k - $15k | |
| Dec 11, 2024 | AMAT Applied Materials, Inc. - Common Stock | Buy | $15k - $50k | +20dFiling |
| Dec 11, 2024 | PEP PepsiCo, Inc. - Common Stock | Sell | $15k - $50k | +20dFiling |
| Dec 11, 2024 | ABT Abbott Laboratories Common Stock | Sell | $15k - $50k | +20dFiling |
| Dec 18, 2024 | LRN Stride Inc | Sell | $1k - $15k | +13dFiling |
| Dec 18, 2024 | AXON Axon Enterprise, Inc. - Common Stock | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | CYBR CyberArk Software Ltd. - Ordinary Shares | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | BMI Badger Meter, Inc. Common Stock | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | ELF E.L.F. Beauty Inc | Sell | $1k - $15k | +13dFiling |
| Dec 18, 2024 | ETN Eaton Corp | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | FRPT Freshpet, Inc. - Common Stock | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | GS Goldman Sachs Group | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | LRN Stride, Inc. Common Stock | Sell | $15k - $50k | +13dFiling |
| Dec 18, 2024 | SFM Sprouts Farmers Market, Inc. - Common Stock | Sell | $15k - $50k | +13dFiling |
| Nov 27, 2024 | IE IEFA iShares Core MSCI EAFE ETF | Buy | $100k - $250k | +22dFiling |
| Nov 27, 2024 | EZ EZU iShares MSCI Eurozone ETF | Buy | $100k - $250k | +22dFiling |
| Nov 27, 2024 | IE IEMG iShares Core MSCI Emerging Markets ETF | Buy | $1k - $15k | +22dFiling |
| Nov 12, 2024 | Pimco Commoditiesplus Strategy Fund Class I-2 | Sell | $15k - $50k | +21dFiling |
| Nov 12, 2024 | Invesco Actively Managed Exchange Traded | Buy | $15k - $50k | +21dFiling |
| Oct 29, 2024 | HI HIYS Invesco Actively Managed Exchange-Traded Fund Trus | Buy | $250k - $500k | +35dFiling |
| Oct 8, 2024 | SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036Bond | Buy | $50k - $100k | +31dFiling |
| Oct 10, 2024 | NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025Bond | Buy | $50k - $100k | +29dFiling |
| Oct 16, 2024 | KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027Bond | Buy | $50k - $100k | +23dFiling |
| Jul 30, 2024 | LRN Stride Inc | Buy | $1k - $15k | |
| Aug 20, 2024 | EW Edwards Lifesciences Corp | Sell | $15k - $50k | +30dFiling |
| Aug 20, 2024 | TJX TJX Companies, Inc. (The) Common Stock | Buy | $15k - $50k | +30dFiling |
| Aug 20, 2024 | SBUX Starbucks Corp | Sell | $15k - $50k | +30dFiling |
| Aug 20, 2024 | IQV Iqvia Holdings Inc | Buy | $15k - $50k | +30dFiling |
| Jul 23, 2024 | Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32Bond | Buy | $50k - $100k | +27dFiling |
| Jun 12, 2024 | IW IWB Russell 1000 Ishares ETF | Sell | $50k - $100k | +30dFiling |
| Jun 13, 2024 | IW IWB Russell 1000 Ishares ETF | Sell | $500k - $1M | +29dFiling |
| Jun 12, 2024 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $15k - $50k | +30dFiling |
| Jun 12, 2024 | PH Parker-Hannifin Corporation Common Stock | Buy | $15k - $50k | +30dFiling |
| Jun 12, 2024 | NKE Nike, Inc. Common Stock | Sell | $15k - $50k | +30dFiling |
| May 8, 2024 | IW IWB iShares Russell 1000 ETF | Sell | $100k - $250k | +30dFiling |
| Jun 7, 2024 | Ishares TR Russell 1000 ETF | Sell | $50k - $100k | Same dayFiling |
| May 8, 2024 | Pimco Commodities Plus Strategy Fund Class | Sell | $15k - $50k | +30dFiling |
| Apr 3, 2024 | ZTS Zoetis Inc. Class A Common Stock | Sell | $1k - $15k | +29dFiling |
| Apr 3, 2024 | ZTS Zoetis Inc. Class A Common Stock | Sell | $1k - $15k | +28dFiling |
| Feb 8, 2024 | Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029Bond | Buy | $50k - $100k | +22dFiling |
| Feb 6, 2024 | Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031Bond | Buy | $100k - $250k | +24dFiling |
| Jan 24, 2024 | McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033Bond | Buy | $100k - $250k | +22dFiling |
| Jan 23, 2024 | Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026Bond | Buy | $100k - $250k | +23dFiling |
| Jan 19, 2024 | Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024Bond | Buy | $100k - $250k | +27dFiling |
| Jan 26, 2024 | Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035Bond | Buy | $100k - $250k | +20dFiling |
| Jan 18, 2024 | Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032Bond | Buy | $50k - $100k | +28dFiling |
| Jan 4, 2024 | GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | SFM Sprouts Farmers Market | Buy | $1k - $15k | +22dFiling |
| Dec 22, 2023 | Instructure Holdings Inc | Sell | $1k - $15k | +35dFiling |
| Jan 4, 2024 | AXON Axon Enterprise Inc | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | CYBR CyberArk Software Ltd. - Ordinary Shares | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | BMI Badger Meter, Inc. Common Stock | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | ELF E.L.F. Beauty Inc | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | ETN Eaton Corp | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | FRPT Freshpet, Inc. - Common Stock | Buy | $1k - $15k | +22dFiling |
| Jan 4, 2024 | OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto | Buy | $1k - $15k | +22dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer