| Feb 6, 2026 |
CMBS iShares CMBS ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
TLH iShares 10-20 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
IEF iShares 7-10 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
UBER Uber Technologies, Inc. Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
DBLEX DoubleLine Emerging Markets Fixed Income Fund - Class I
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
AGZ iShares Agency Bond ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
MBB iShares MBS ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
SHY iShares 1-3 Year Treasury Bond ETF
(Stock)
|
Sale |
Joint |
$15,001 to $50,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Feb 6, 2026 |
JMBS Janus Henderson Mortgage-Backed Securities ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Mar 6, 2026 (Senate) |
| Jan 29, 2026 |
CAT Caterpillar Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
CVS CVS Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
ETN Eaton Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
PYPL Paypal Holdings
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
FISV Fiserv Inc
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
IVW iShares S&P 500 Growth ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
OMC Omnicom Group Inc
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 29, 2026 |
UNP Union Pacific Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 26, 2026 |
DXCM Dexcom Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 26, 2026 |
MU Micron Technology
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
EIPI First Trust Exchange-Traded Fund VIII FT Energy In
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
FTGC First Trust Global Tactical Commodity Strategy Fun
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
GIGB Goldman Sachs Access Investment Grade Corporate Bo
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
TBLL Invesco Short Term Treasury ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
MBB iShares MBS ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
CMBS iShares CMBS Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
IVV iShares Core S&P 500 ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
JMBS Janus Henderson Mortgage-Backed Securities ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
RNWGX New World Fund Inc. Cl R-6
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
LITP Sprott Lithium Miners ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
TPYP Tortoise Capital Series Trust Tortoise North Ameri
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
VNQI Vanguard Global ex-U.S. Real Estate ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
PALL abrdn Physical Palladium Shares ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
PPLT abrdn Physical Platinum Shares ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
SLV iShares Silver Trust
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
IWM iShares Russell 2000 ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
MDY SPDR S&P MidCap 400 ETF Trust
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 23, 2026 |
SPYM SPYM
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 15, 2026 |
AAPL Apple Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 15, 2026 |
V Visa Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 15, 2026 |
OMC Omnicom Group Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 8, 2026 |
DIS Walt Disney Company
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 8, 2026 |
XOM Exxon Mobil Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 8, 2026 |
NFLX Netflix Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 8, 2026 |
LRCX Lam Research Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Jan 8, 2026 |
MU Micron Technology
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Feb 15, 2026 (Senate) |
| Dec 31, 2025 |
IVW iShares S&P 500 Growth ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 31, 2025 |
SMCI Super Micro Computer, Inc. - Common Stock
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 26, 2025 |
IJR iShares Core S&P Small-Cap ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 26, 2025 |
KRE SPDR S&P Regional Banking ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 24, 2025 |
SPYM State Street SPDR Portfolio S&P 500 ETF
(Stock)
|
Purchase |
Joint |
$15,001 to $50,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 24, 2025 |
PALL abrdn Physical Palladium Shares ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 24, 2025 |
PPLT abrdn Physical Platinum Shares ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 24, 2025 |
SLV iShares Silver Trust
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 17, 2025 |
AAPL Apple Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 17, 2025 |
MSFT Microsoft Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 17, 2025 |
WFC Wells Fargo & Company
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 17, 2025 |
BSX Boston Scientific Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 17, 2025 |
MSI Motorola Solutions, Inc. Common Stock
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 11, 2025 |
ANET Arista Networks, Inc. Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 11, 2025 |
SMCI Super Micro Computer
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Dec 11, 2025 |
TBLL Invesco Short Term Treasury ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jan 13, 2026 (Senate) |
| Nov 21, 2025 |
EIPI First Trust Exchange-Traded Fund VIII FT Energy In
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
FTGC First Trust Global Tactical Commodity Strategy Fun
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
FISV Fiserv Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
IWM iShares Russell 2000 ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
IVV iShares Core S&P 500 ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
LLY Eli Lilly and Company
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
TPYP Tortoise North Amer Pipeline Fund
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
VNQI Vanguard Global ex-U.S. Real Estate ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
VEA Vanguard FTSE Developed Markets ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 21, 2025 |
GIGB Goldman Sachs Access Investment Grade Corporate Bo
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 21, 2025 |
MBB iShares MBS ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 21, 2025 |
CMBS iShares CMBS Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 21, 2025 |
JMBS Janus Henderson Mortgage-Backed Securities ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 21, 2025 |
PYPL Paypal Holdings
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 21, 2025 |
MDY S&P Midcap 400 SPDR
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 20, 2025 |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 20, 2025 |
EFA iShares MSCI EAFE ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 20, 2025 |
RNWGX NEW WORLD FUND INC - Class R-6
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 20, 2025 |
WWSYX Westwood Smallcap Fund Class Y
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 13, 2025 |
CRM Salesforce Inc
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 13, 2025 |
AMZN Amazon.com Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 13, 2025 |
ANET Arista Networks Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 13, 2025 |
META META
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 6, 2025 |
AAXJ iShares MSCI All Country Asia ex Japan ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 24, 2026 (Senate) |
| Nov 6, 2025 |
VWO Vanguard FTSE Emerging Markets ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 6, 2025 |
VEA Vanguard FTSE Developed Markets ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Dec 8, 2025 (Senate) |
| Nov 3, 2025 |
TPYP Tortoise North American Pipeline ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 31, 2025 |
OMC Omnicom Group Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 31, 2025 |
META Meta Platforms Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 9, 2025 |
COLPAL COLGATE PALMOLIVE LTD.
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 9, 2025 |
COST Costco Wholesale
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 3, 2025 |
EMLP First Trust North American Energy Infrastructure F
(Stock)
|
Sale |
Joint |
$15,001 to $50,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 3, 2025 |
SLV iShares Silver Trust
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 3, 2025 |
LITP Sprott Lithium Miners ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 3, 2025 |
URNM Sprott Uranium Miners ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 3, 2025 |
EIPI First Trust Exchange-Traded Fund VIII FT Energy In
(Stock)
|
Purchase |
Joint |
$15,001 to $50,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Oct 3, 2025 |
FTGC First Trust Global Tactical Commodity Strategy Fun
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |