| Oct 2, 2025 |
IQV Iqvia Holdings Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Nov 15, 2025 (Senate) |
| Sep 17, 2025 |
GOOGL Alphabet Cl A
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed May 11, 2026 (Senate) |
| Sep 17, 2025 |
MU Micron Technology
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
IEI iShares 3-7 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$15,001 to $50,000 |
|
Report filed May 11, 2026 (Senate) |
| Sep 16, 2025 |
SHY iShares 1-3 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed May 11, 2026 (Senate) |
| Sep 16, 2025 |
IEF iShares 7-10 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$15,001 to $50,000 |
|
Report filed May 11, 2026 (Senate) |
| Sep 16, 2025 |
SCHP Schwab U.S. TIPS ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed May 11, 2026 (Senate) |
| Sep 16, 2025 |
GIGB Goldman Sachs Access Investment Grade Corporate Bo
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
AGZ iShares Agency Bond ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
MBB iShares MBS ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
TLT iShares 20+ Year Treasury Bond ETF
(Stock)
|
Sale (partial) |
Joint |
$15,001 to $50,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
CMBS iShares CMBS Bond ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 16, 2025 |
JMBS Janus Henderson Mortgage-Backed Securities ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 12, 2025 |
ETN Eaton Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed May 11, 2026 (Senate) |
| Sep 12, 2025 |
ORCL Oracle Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Oct 10, 2025 (Senate) |
| Sep 4, 2025 |
ADBE Adobe Systems Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed May 11, 2026 (Senate) |
| Aug 22, 2025 |
LLY Eli Lilly and Company
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 22, 2025 |
NVDA Nvidia Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 22, 2025 |
ABBV Abbvie Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 22, 2025 |
MU Micron Technology
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 14, 2025 |
RNWGX New World Fund Inc. Cl R-6
(Stock)
|
Purchase |
Joint |
$15,001 to $50,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 14, 2025 |
EMRZX Emerging Markets Fund Class Z
(Stock)
|
Sale |
Joint |
$15,001 to $50,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 11, 2025 |
LLY Eli Lilly and Company
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 11, 2025 |
ABBV Abbvie Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 7, 2025 |
AMD Advanced Micro Devices, Inc. - Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 7, 2025 |
RNWGX New World Fund Inc. Cl R-6
(Stock)
|
Purchase |
Joint |
$15,001 to $50,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 7, 2025 |
EMRZX Emerging Markets Fund Class Z
(Stock)
|
Sale (partial) |
Joint |
$15,001 to $50,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
WWSYX Westwood Smallcap Fund Class Y
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
AGZ iShares Agency Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
MBB iShares MBS ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
TLT iShares 20+ Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
IEI iShares 3-7 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
CMBS iShares CMBS Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
TLH iShares 10-20 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
SHY iShares 1-3 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
IEF iShares 7-10 Year Treasury Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
IWM iShares Russell 2000 ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
JMBS Janus Henderson Mortgage-Backed Securities ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
RNWGX New World Fund Inc. Cl R-6
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
SCHP Schwab U.S. TIPS ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
VNQI Vanguard Global ex-U.S. Real Estate ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
PALL abrdn Physical Palladium Shares ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
PPLT abrdn Physical Platinum Shares ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
EMLP First Trust North American Energy Infrastructure F
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
GIGB Goldman Sachs Access Investment Grade Corporate Bo
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
TBLL Invesco Short Term Treasury ETF
(Stock)
|
Sale (partial) |
Joint |
$15,001 to $50,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
SLV iShares Silver Trust
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
EFA iShares MSCI EAFE ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
IVV iShares Core S&P 500 ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
URNM Sprott Uranium Miners ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
EMRZX Emerging Markets Fund Class Z
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Aug 1, 2025 |
VEA Vanguard FTSE Developed Markets ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Sep 12, 2025 (Senate) |
| Jul 31, 2025 |
GD General Dynamics Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 31, 2025 |
MDLZ Mondelez Intl Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 31, 2025 |
GE General Electric Company
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 31, 2025 |
WMT Walmart Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 24, 2025 |
JPM JP Morgan Chase & Company
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 24, 2025 |
BRK-B - Berkshire Hathaway Inc Class B
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 8, 2025 |
HYG iShares iBoxx $ High Yield Corporate Bond ETF
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 8, 2025 |
GIGB Goldman Sachs Access Investment Grade Corporate Bo
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jul 1, 2025 |
MU Micron Technology
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 6, 2025 (Senate) |
| Jun 11, 2025 |
MU Micron Technology
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| Jun 11, 2025 |
UNH Unitedhealth Group Inc
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| Jun 11, 2025 |
AVGO Broadcom Inc. - Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| Jun 11, 2025 |
TBLL Invesco Short Term Treasury ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 30, 2025 |
META Meta Platforms Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 30, 2025 |
RTX Raytheon Technologies Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 30, 2025 |
FBIN Fortune Brands Innovations Inc
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| May 20, 2025 |
GOOGL Alphabet Cl A
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 20, 2025 |
ATO Atmos Energy Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 20, 2025 |
HD Home Depot
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 20, 2025 |
DTE Dte Energy Company
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| May 20, 2025 |
GD General Dynamics Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| May 20, 2025 |
LOW Lowe's Companies
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| May 20, 2025 |
NRG NRG Energy
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| May 16, 2025 |
AMZN Amazon.com Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 16, 2025 |
HD Home Depot
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 16, 2025 |
META Meta Platforms Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 16, 2025 |
TBLL Invesco Short Term Treasury ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| May 13, 2025 |
AVGO Broadcom Inc. - Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 13, 2025 |
NVDA Nvidia Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Jul 9, 2025 (Senate) |
| May 13, 2025 |
VLO Valero Energy Corp
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed Jun 14, 2025 (Senate) |
| Apr 22, 2025 |
MSFT Microsoft Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 22, 2025 |
CRM Salesforce Inc
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed May 14, 2025 (Senate) |
| Apr 16, 2025 |
MSFT Microsoft Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 16, 2025 |
ORCL Oracle Corp
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 16, 2025 |
UNH Unitedhealth Group Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 16, 2025 |
AMAT Applied Materials
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed May 14, 2025 (Senate) |
| Apr 16, 2025 |
GILD Gilead Sciences Inc
(Stock)
|
Sale |
Joint |
$1,001 to $15,000 |
|
Report filed May 14, 2025 (Senate) |
| Apr 16, 2025 |
LRCX Lam Research Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed May 14, 2025 (Senate) |
| Apr 15, 2025 |
META Meta Platforms Inc
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 15, 2025 |
BAC Bank of America Corp
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed May 14, 2025 (Senate) |
| Apr 9, 2025 |
HYG iShares iBoxx $ High Yield Corporate Bond ETF
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 9, 2025 |
SHY iShares 1-3 Year Treasury Bond ETF
(Stock)
|
Sale (partial) |
Joint |
$1,001 to $15,000 |
|
Report filed May 14, 2025 (Senate) |
| Apr 8, 2025 |
AVGO Broadcom Inc. - Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 8, 2025 |
CBOE Cboe Global Markets, Inc. Common Stock
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |
| Apr 8, 2025 |
COLPAL COLGATE PALMOLIVE LTD.
(Stock)
|
Purchase |
Joint |
$1,001 to $15,000 |
|
Report filed Aug 20, 2026 (Senate) |