Saturday, October 31, 2026
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Official portrait of Markwayne Mullin
Senate · former member

Sen. Markwayne Mullin: Stock Trades

Republican · U.S. Senator from OK

In the Senate
Since January 2023
Before the Senate
5 terms in the House
Born
1977 (age about 49)
Website
www.mullin.senate.gov ↗

Who is Markwayne Mullin?

Markwayne Mullin is a former Republican U.S. senator from Oklahoma. He served in the Senate from 2023. Before the Senate, he served 5 terms in the House. He was born in 1977. Under the STOCK Act, members of Congress must report stock trades over $1,000 by themselves, a spouse or a dependent child within 45 days. This page lists every trade we have read in his reports.

More about Markwayne Mullin on Wikipedia ↗

127Purchases
64Sales
83Different stocks
26Median days to report · 3 late
How their purchases turned out at prices of Oct 2
+19.1%average change, 116 purchases
79 of 116went up
83still held (measured to today)
LRCX +318.3%best purchase, May 13, 2025
PRMB −50.4%weakest purchase, Feb 3, 2025
11 of 55sales came before a fall

Each purchase is measured from the week it was made to the member's next sale of the same stock, or to the latest price if they still hold it. Amounts are ranges, so this is the stocks' move, not the member's profit in dollars. How we calculate this

Trades reported since Nov 12, 2024 in the reports we have read. Older reports are being added.

What the stocks did next

Of 119 purchases we can measure after 6 months, 63 beat the S&P 500. On average the stock did 4.4 percentage points better than the index.

Of 50 sales we can measure after 6 months, 17 did worse than the S&P 500 afterward. On average the stock did 19.3 percentage points better than the index after the sale.

For each trade, the change in the stock's price from the week of the trade to the same window later, and the same change minus the S&P 500 (SPY). For sales, a fall afterward means the stock was sold before a drop.

After purchases

AfterTradesAverageMedianVs. S&P 500Rose
1 week122+1.6%+0.2%+1.1%61 of 122
1 month120+1.2%+1.2%+0.6%65 of 120
3 months116−0.9%−1.6%+2.3%54 of 116
6 months119+11.5%+8.0%+4.4%76 of 119
1 year38+19.2%+12.1%+3.9%23 of 38

After sales

AfterTradesAverageMedianVs. S&P 500Rose
1 week56+1.6%+0.4%+0.6%28 of 56
1 month58+5.6%+5.3%+3.3%46 of 58
3 months55+13.5%+11.3%+10.2%36 of 55
6 months50+30.9%+25.6%+19.3%43 of 50
1 year20+43.4%+29.7%+21.0%15 of 20

Weekly prices from SEC fails-to-deliver data; the S&P 500 is measured with the SPY ETF. Exact trade prices and amounts are not disclosed, so these are the stocks' moves, not the member's profit. Dividends are not included, and windows with a likely stock split are skipped. A move after a trade does not mean the trade caused it. Past results do not predict future ones.

Most traded stocks, with each trade marked

Green markers worked out (a purchase that rose, or a sale before a fall), red went against them, and hollow markers are purchases still held. Hover or tap a marker for the numbers.

LRN Stride, Inc. Common Stock▲ 6 buys▼ 2 sales
64.951131612024-112026-09Buy, Feb 4, 2026: −6.7% so far, still heldBuy, Jan 5, 2026: +22.1% so far, still heldBuy, Jan 5, 2026: +22.1% so far, still heldSale, Dec 18, 2025: the stock has moved +19.9% since (sold before a rise)Sale, Dec 18, 2025: the stock has moved +19.9% since (sold before a rise)Buy, Feb 3, 2025: not measuredBuy, Jan 2, 2025: not measuredBuy, Jan 2, 2025: not measured
  • ▲ BuyFeb 4, 2026−6.7%still held
  • ▲ BuyJan 5, 2026+22.1%still held
  • ▲ BuyJan 5, 2026+22.1%still held
  • ▼ SaleDec 18, 2025+19.9%sold before a rise
Worked outWent against themStill held2 of 5 worked out
GS Goldman Sachs Group, Inc. (The) Common Stock▲ 4 buys▼ 3 sales
49581111282024-112026-09Sale, Feb 4, 2026: the stock has moved −1.3% since (sold before a fall)Buy, Dec 29, 2025: +5.7% by the sale on Feb 4, 2026Sale, Dec 18, 2025: the stock has moved +3.2% since (sold before a rise)Sale, Dec 18, 2025: the stock has moved +3.2% since (sold before a rise)Buy, Feb 3, 2025: +38.7% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +55.1% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +55.1% by the sale on Dec 18, 2025
  • ▼ SaleFeb 4, 2026−1.3%sold before a fall
  • ▲ BuyDec 29, 2025+5.7%closed by a sale
  • ▼ SaleDec 18, 2025+3.2%sold before a rise
  • ▼ SaleDec 18, 2025+3.2%sold before a rise
Worked outWent against them5 of 7 worked out
MTZ MasTec, Inc. Common Stock▲ 3 buys▼ 3 sales
1282734182024-112026-09Sale, Feb 4, 2026: not measuredSale, Dec 18, 2025: not measuredSale, Dec 18, 2025: not measuredBuy, Feb 3, 2025: not measuredBuy, Jan 2, 2025: not measuredBuy, Jan 2, 2025: not measured
Worked outWent against them
DELL Dell Technologies Inc. Class C Common Stock▲ 3 buys▼ 3 sales
92.753225502024-112026-09Sale, Feb 4, 2026: not measuredSale, Dec 18, 2025: not measuredSale, Dec 18, 2025: not measuredBuy, Feb 3, 2025: +26.3% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +16.5% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +16.5% by the sale on Dec 18, 2025
  • ▼ SaleFeb 4, 2026n/anot measured
  • ▼ SaleDec 18, 2025n/anot measured
  • ▼ SaleDec 18, 2025n/anot measured
  • ▲ BuyFeb 3, 2025+26.3%closed by a sale
Worked outWent against them3 of 3 worked out
CRDO Credo Technology Group Holding Ltd - Ordinary Shares▲ 3 buys▼ 3 sales
44.401542632024-112026-09Sale, Feb 4, 2026: the stock has moved +117.6% since (sold before a rise)Sale, Dec 18, 2025: the stock has moved +40.7% since (sold before a rise)Sale, Dec 18, 2025: the stock has moved +40.7% since (sold before a rise)Buy, Feb 3, 2025: +114.1% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +116.4% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +116.4% by the sale on Dec 18, 2025
  • ▼ SaleFeb 4, 2026+117.6%sold before a rise
  • ▼ SaleDec 18, 2025+40.7%sold before a rise
  • ▼ SaleDec 18, 2025+40.7%sold before a rise
  • ▲ BuyFeb 3, 2025+114.1%closed by a sale
Worked outWent against them3 of 6 worked out
COHR Coherent Corp. Common Stock▲ 3 buys▼ 3 sales
63.232263892024-112026-09Sale, Feb 4, 2026: the stock has moved +41.4% since (sold before a rise)Sale, Dec 18, 2025: the stock has moved +65.8% since (sold before a rise)Sale, Dec 18, 2025: the stock has moved +65.8% since (sold before a rise)Buy, Feb 3, 2025: +97.2% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +84.0% by the sale on Dec 18, 2025Buy, Jan 2, 2025: +84.0% by the sale on Dec 18, 2025
  • ▼ SaleFeb 4, 2026+41.4%sold before a rise
  • ▼ SaleDec 18, 2025+65.8%sold before a rise
  • ▼ SaleDec 18, 2025+65.8%sold before a rise
  • ▲ BuyFeb 3, 2025+97.2%closed by a sale
Worked outWent against them3 of 6 worked out

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Every reported stock trade

Stock trades by Markwayne Mullin
FiledStockTypeOwnerAmountTradedDays to report1 wk after1 mo after3 mo after6 mo after1 yr afterReport
Mar 10UNHUnitedHealth Group Incorporated Common Stock (DE)▲ BUYJoint$50K–$100KFeb 2513+1.1%−5.0%+31.1%+36.8%eFD ↗
Mar 10AZOAutoZone, Inc. Common Stock▼ SELLJoint$50K–$100KFeb 25130.0%−10.9%−21.8%−21.1%eFD ↗
Mar 10INTUIntuit Inc. - Common Stock▼ SELLJoint$15K–$50KFeb 2513+15.7%+19.7%−12.9%−3.6%eFD ↗
Mar 2VSECVSE Corporation - Common Stock▲ BUYJoint$15K–$50KFeb 426+4.8%+17.3%−7.6%+10.7%eFD ↗
Mar 2MTZMasTec, Inc. Common Stock▼ SELLJoint$15K–$50KFeb 426eFD ↗
Mar 2MPWRMonolithic Power Systems, Inc. - Common Stock▲ BUYJoint$15K–$50KFeb 4260.0%−7.1%+16.0%eFD ↗
Mar 2MCKMcKesson Corporation Common Stock▲ BUYJoint$15K–$50KFeb 4260.0%+8.0%−2.8%eFD ↗
Mar 2LRNStride, Inc. Common Stock▲ BUYJoint$15K–$50KFeb 426+3.8%−0.3%+15.6%−2.4%eFD ↗
Mar 2GSGoldman Sachs Group, Inc. (The) Common Stock▼ SELLJoint$15K–$50KFeb 4260.0%−7.4%−0.2%+9.7%eFD ↗
Mar 2FCFSFirstCash Holdings, Inc. - Common Stock▲ BUYJoint$15K–$50KFeb 426+7.0%+14.1%+18.7%eFD ↗
Mar 2DELLDell Technologies Inc. Class C Common Stock▼ SELLJoint$15K–$50KFeb 426+5.8%+29.4%+88.8%eFD ↗
Mar 2CRSCarpenter Technology Corporation Common Stock▲ BUYJoint$15K–$50KFeb 4260.0%+3.3%+17.1%+56.2%eFD ↗
Mar 2CRDOCredo Technology Group Holding Ltd - Ordinary Shares▼ SELLJoint$15K–$50KFeb 426+25.3%+18.3%+101.2%+125.2%eFD ↗
Mar 2COHRCoherent Corp. Common Stock▼ SELLJoint$15K–$50KFeb 426+8.8%+31.4%+45.7%+25.6%eFD ↗
Mar 2CCitigroup, Inc. Common Stock▲ BUYJoint$15K–$50KFeb 426+6.0%−3.7%+10.6%+18.3%eFD ↗
Mar 2APGAPi Group Corporation Common Stock▲ BUYJoint$15K–$50KFeb 426eFD ↗
Mar 2AMKRAmkor Technology, Inc. - Common Stock▲ BUYJoint$15K–$50KFeb 4260.0%−20.8%−3.2%eFD ↗
Mar 2ADBEAdobe Inc. - Common Stock▲ BUYJoint$15K–$50KFeb 426−1.8%−4.1%−9.7%−7.9%eFD ↗
Mar 2IRMIron Mountain Incorporated (Delaware)Common Stock REIT▼ SELLJoint$1K–$15KFeb 426+7.1%+23.4%+25.9%+38.8%eFD ↗
Mar 2AITApplied Industrial Technologies, Inc. Common Stock▼ SELLJoint$1K–$15KFeb 4260.0%+0.4%+3.9%+20.3%eFD ↗
Feb 4VSECVSE Corporation - Common Stock▲ BUYSpouse$15K–$50KJan 5300.0%−2.9%−4.4%+16.5%eFD ↗
Feb 4MPWRMonolithic Power Systems, Inc. - Common Stock▲ BUYSpouse$15K–$50KJan 530+8.2%+28.8%+39.7%+43.9%eFD ↗
Feb 4MCKMcKesson Corporation Common Stock▲ BUYSpouse$15K–$50KJan 530−1.1%+3.2%+7.2%−4.7%eFD ↗
Feb 4LRNStride, Inc. Common Stock▲ BUYSpouse$15K–$50KJan 530+8.6%+30.9%+39.0%+41.0%eFD ↗
Feb 4FCFSFirstCash Holdings, Inc. - Common Stock▲ BUYSpouse$15K–$50KJan 530−0.5%+3.8%+17.6%+30.2%eFD ↗
Feb 4CRSCarpenter Technology Corporation Common Stock▲ BUYSpouse$15K–$50KJan 5300.0%+7.3%+15.1%+75.5%eFD ↗
Feb 4CCitigroup Inc▲ BUYSpouse$15K–$50KJan 530+2.2%−2.5%−2.9%+21.2%eFD ↗
Feb 4APGAPi Group Corporation Common Stock▲ BUYSpouse$15K–$50KJan 530+5.8%+2.0%eFD ↗
Feb 4AMKRAmkor Technology, Inc. - Common Stock▲ BUYSpouse$15K–$50KJan 530+21.8%+22.4%+35.0%+62.3%eFD ↗
Feb 4ADBEAdobe Inc. - Common Stock▲ BUYSpouse$15K–$50KJan 530+0.2%−18.4%−27.1%−34.1%eFD ↗
Feb 4VSECVSE Corporation - Common Stock▲ BUYMember$15K–$50KJan 5300.0%−2.9%−4.4%+16.5%eFD ↗
Feb 4MPWRMonolithic Power Systems, Inc. - Common Stock▲ BUYMember$15K–$50KJan 530+8.2%+28.8%+39.7%+43.9%eFD ↗
Feb 4MCKMcKesson Corporation Common Stock▲ BUYMember$15K–$50KJan 530−1.1%+3.2%+7.2%−4.7%eFD ↗
Feb 4LRNStride, Inc. Common Stock▲ BUYMember$15K–$50KJan 530+8.6%+30.9%+39.0%+41.0%eFD ↗
Feb 4FCFSFirstCash Holdings, Inc. - Common Stock▲ BUYMember$15K–$50KJan 530−0.5%+3.8%+17.6%+30.2%eFD ↗
Feb 4CRSCarpenter Technology Corporation Common Stock▲ BUYMember$15K–$50KJan 5300.0%+7.3%+15.1%+75.5%eFD ↗
Feb 4CCitigroup Inc▲ BUYMember$15K–$50KJan 530+2.2%−2.5%−2.9%+21.2%eFD ↗
Feb 4APGAPi Group Corporation Common Stock▲ BUYMember$15K–$50KJan 530+5.8%+2.0%eFD ↗
Feb 4AMKRAmkor Technology, Inc. - Common Stock▲ BUYMember$15K–$50KJan 530+21.8%+22.4%+35.0%+62.3%eFD ↗
Feb 4ADBEAdobe Inc. - Common Stock▲ BUYMember$15K–$50KJan 530+0.2%−18.4%−27.1%−34.1%eFD ↗
Jan 16GOOGLAlphabet Inc. - Class A Common Stock▲ BUYJoint$100K–$250KDec 2918+0.5%+4.6%−12.5%+7.6%eFD ↗
Jan 16MSFTMicrosoft Corporation - Common Stock▲ BUYJoint$100K–$250KDec 2918−3.0%−4.5%−26.8%−23.5%eFD ↗
Jan 16AMZNAmazon.com, Inc. - Common Stock▲ BUYJoint$100K–$250KDec 2918−2.6%+2.9%−14.3%+0.1%eFD ↗
Jan 16NVDANVIDIA Corporation - Common Stock▲ BUYJoint$100K–$250KDec 2918−0.9%−1.5%−12.1%+1.0%eFD ↗
Jan 16AAPLApple Inc. - Common Stock▲ BUYJoint$100K–$250KDec 29180.0%−8.5%−8.2%+4.7%eFD ↗
Jan 16JPMJP Morgan Chase & Co. Common Stock▲ BUYJoint$50K–$100KDec 29180.0%−7.5%−9.6%+2.6%eFD ↗
Jan 16COFCapital One Financial Corporation Common Stock▲ BUYJoint$50K–$100KDec 29180.0%−11.5%−29.0%−17.7%eFD ↗
Jan 16LRCXLam Research Corporation - Common Stock▲ BUYJoint$50K–$100KDec 2918+8.1%+27.3%+29.7%+104.6%eFD ↗
Jan 16METAMeta Platforms, Inc. - Class A Common Stock▲ BUYJoint$50K–$100KDec 2918−1.9%−0.7%−20.7%−15.2%eFD ↗
Jan 16MAMastercard Incorporated Common Stock▲ BUYJoint$50K–$100KDec 2918+0.8%−5.6%−15.2%−12.6%eFD ↗
Jan 16CATCaterpillar, Inc. Common Stock▲ BUYJoint$15K–$50KDec 2918+5.1%+13.6%+22.4%+72.4%eFD ↗
Jan 16LLYEli Lilly and Company Common Stock▲ BUYJoint$15K–$50KDec 29180.0%−1.2%−14.7%+12.1%eFD ↗
Jan 16RTXRTX Corporation Common Stock▲ BUYJoint$15K–$50KDec 2918+1.1%+9.0%+6.0%+1.5%eFD ↗
Jan 16ICEIntercontinental Exchange Inc. Common Stock▲ BUYJoint$15K–$50KDec 29180.0%+7.3%−0.1%−24.7%eFD ↗
Jan 16DEDeere & Company Common Stock▲ BUYJoint$15K–$50KDec 2918+4.4%+11.6%+18.1%+30.4%eFD ↗
Jan 16BSXBoston Scientific Corporation Common Stock▲ BUYJoint$15K–$50KDec 2918eFD ↗
Jan 16GSGoldman Sachs Group, Inc. (The) Common Stock▲ BUYJoint$15K–$50KDec 2918+4.0%+5.8%−8.7%+16.0%eFD ↗
Jan 16KOCoca-Cola Company (The) Common Stock▲ BUYJoint$15K–$50KDec 29180.0%+5.3%+9.1%+19.1%eFD ↗
Jan 16CRMSalesforce, Inc. Common Stock▲ BUYJoint$15K–$50KDec 2918−2.3%−14.3%−30.5%−40.5%eFD ↗
Jan 16IQVIQVIA Holdings, Inc. Common Stock▲ BUYJoint$15K–$50KDec 29180.0%−4.9%−31.3%−14.1%eFD ↗
Jan 16ELVElevance Health, Inc. Common Stock▲ BUYJoint$15K–$50KDec 29180.0%−8.8%−19.6%+9.5%eFD ↗
Jan 16CVXChevron Corporation Common Stock▲ BUYJoint$15K–$50KDec 29180.0%+6.9%+35.4%+9.7%eFD ↗
Jan 16HLTHilton Worldwide Holdings Inc. Common Stock▲ BUYJoint$15K–$50KDec 29180.0%+2.2%+4.1%+15.8%eFD ↗
Jan 16AMATApplied Materials, Inc. - Common Stock▲ BUYJoint$15K–$50KDec 29180.0%+23.7%+25.4%+133.1%eFD ↗
Jan 16COSTCostco Wholesale Corporation - Common Stock▲ BUYJoint$15K–$50KDec 2918−2.2%+12.6%+14.1%+8.4%eFD ↗
Jan 16ISRGIntuitive Surgical, Inc. - Common Stock▲ BUYJoint$15K–$50KDec 29180.0%−14.9%−21.7%−30.0%eFD ↗
Jan 16HDHome Depot, Inc. (The) Common Stock▲ BUYJoint$15K–$50KDec 2918−1.6%+9.7%−8.0%−0.3%eFD ↗
Jan 16INTUIntuit Inc. - Common Stock▲ BUYJoint$15K–$50KDec 2918−4.3%−24.7%−45.4%−59.7%eFD ↗
Jan 16NOWServiceNow, Inc. Common Stock▲ BUYJoint$15K–$50KDec 2918−4.2%−13.5%−31.8%−36.1%eFD ↗
Jan 16COPConocoPhillips Common Stock▲ BUYJoint$15K–$50KDec 29180.0%+6.3%+32.8%+7.5%eFD ↗
Jan 16AXPAmerican Express Company Common Stock▲ BUYJoint$1K–$15KDec 2918−0.7%−7.4%−22.5%−10.5%eFD ↗
Jan 13MTZMasTec, Inc. Common Stock▼ SELLMember$15K–$50KDec 1826eFD ↗
Jan 13GSGoldman Sachs Group, Inc. (The) Common Stock▼ SELLMember$15K–$50KDec 1826+0.6%+5.7%−11.9%+19.7%eFD ↗
Jan 13DELLDell Technologies Inc. Class C Common Stock▼ SELLMember$15K–$50KDec 1826−5.5%−9.9%+13.4%eFD ↗
Jan 13CRDOCredo Technology Group Holding Ltd▼ SELLMember$15K–$50KDec 18260.0%+0.3%−21.5%+67.3%eFD ↗
Jan 13COHRCoherent Corp. - Common Stock▼ SELLMember$15K–$50KDec 1826+4.1%+7.1%+38.6%+115.8%eFD ↗
Jan 13AITApplied Industrial Technologies, Inc. Common Stock▼ SELLMember$15K–$50KDec 1826+5.6%−2.7%+28.6%eFD ↗
Jan 13MTZMasTec, Inc. Common Stock▼ SELLSpouse$15K–$50KDec 1826eFD ↗
Jan 13IRMIron Mountain Inc▼ SELLSpouse$15K–$50KDec 1826−0.2%+10.1%+31.9%+57.1%eFD ↗
Jan 13GSGoldman Sachs Group, Inc. (The) Common Stock▼ SELLSpouse$15K–$50KDec 1826+0.6%+5.7%−11.9%+19.7%eFD ↗
Jan 13DELLDell Technologies Inc. Class C Common Stock▼ SELLSpouse$15K–$50KDec 1826−5.5%−9.9%+13.4%eFD ↗
Jan 13CRDOCredo Technology Group Holding Ltd▼ SELLSpouse$15K–$50KDec 18260.0%+0.3%−21.5%+67.3%eFD ↗
Jan 13COHRCoherent Corp. Common Stock▼ SELLSpouse$15K–$50KDec 1826+4.1%+7.1%+38.6%+115.8%eFD ↗
Jan 13AITApplied Industrial Technologies, Inc. Common Stock▼ SELLSpouse$15K–$50KDec 1826+5.6%−2.7%+28.6%eFD ↗
Jan 13PRMBPrimo Brands Corp▼ SELLMember$1K–$15KDec 1826+1.8%+10.2%+12.9%+43.3%eFD ↗
Jan 13LRNStride, Inc. Common Stock▼ SELLMember$1K–$15KDec 1826+0.4%+6.6%+26.1%+48.5%eFD ↗
Jan 13IRMIron Mountain Inc▼ SELLMember$1K–$15KDec 1826−0.2%+10.1%+31.9%+57.1%eFD ↗
Jan 13PRMBPrimo Brands Corporation Class A Common Stock▼ SELLSpouse$1K–$15KDec 1826+1.8%+10.2%+12.9%+43.3%eFD ↗
Jan 13LRNStride, Inc. Common Stock▼ SELLSpouse$1K–$15KDec 1826+0.4%+6.6%+26.1%+48.5%eFD ↗
Jan 13PRMBPrimo Brands Corporation Class A Common Stock▼ SELLJoint$1K–$15KDec 1727+1.8%+10.2%+12.9%+43.3%eFD ↗
Dec 5COFCapital One Financial Corporation Common Stock▲ BUYJoint$50K–$100KNov 1025−4.6%+5.9%+2.3%eFD ↗
Dec 5CSXCSX Corporation - Common Stock▼ SELLJoint$15K–$50KNov 1025−0.2%+5.2%+16.9%eFD ↗
Dec 5ZTSZoetis Inc. Class A Common Stock▼ SELLJoint$15K–$50KNov 10250.0%+0.4%+8.5%eFD ↗
Dec 5PNRPentair plc. Ordinary Share▲ BUYJoint$15K–$50KNov 10250.0%−0.3%−1.6%eFD ↗
Nov 21MSFTMicrosoft Corp▲ BUYJoint$250K–$500KNov 318−2.0%−3.0%−15.2%−16.3%eFD ↗
Nov 21TMUST-Mobile US, Inc. - Common Stock▼ SELLJoint$50K–$100KNov 318+5.1%+3.7%−1.8%eFD ↗
Nov 21FIFiserv Inc▼ SELLJoint$15K–$50KNov 318eFD ↗
Nov 21CMGChipotle Mexican Grill, Inc. Common Stock▼ SELLJoint$15K–$50KNov 318−3.5%+8.9%+22.7%eFD ↗
Nov 21BRK-BBerkshire Hathaway Cl B▼ SELLJoint$15K–$50KNov 318+2.3%+5.4%−1.5%eFD ↗
Oct 1ISRGIntuitive Surgical, Inc. - Common Stock▲ BUYJoint$50K–$100KSep 247+0.5%+1.7%+30.5%+8.9%−10.3%eFD ↗
Oct 1ADBEAdobe Systems Inc▼ SELLJoint$15K–$50KSep 247−1.8%−8.9%−2.7%−32.2%−32.0%eFD ↗
Oct 1UNHUnitedhealth Group Inc▲ BUYJoint$15K–$50KSep 247+2.2%+5.9%−2.8%−18.1%+12.1%eFD ↗
Oct 1INTUIntuit Inc. - Common Stock▲ BUYJoint$15K–$50KSep 247+1.5%−0.7%−3.7%−33.8%−59.9%eFD ↗
Oct 1ACNAccenture Plc▼ SELLJoint$15K–$50KSep 247−0.3%−0.5%+13.6%−16.6%−24.4%eFD ↗
Oct 1TXNTexas Instruments Incorporated - Common Stock▼ SELLJoint$15K–$50KSep 247−0.5%−3.3%−3.0%+3.3%+46.0%eFD ↗
Oct 1IHFiShares U.S. Health Care Providers ETF▼ SELLJoint$15K–$50KSep 247+3.0%+4.1%−2.9%−14.2%eFD ↗
Oct 1NOWServiceNow, Inc. Common Stock▲ BUYJoint$1K–$15KSep 247−5.1%−6.0%−19.2%−45.6%−29.5%eFD ↗
Oct 1WABWabtec Corp▼ SELLMember$15K–$50KSep 238+5.7%+3.9%+28.1%eFD ↗
Oct 1WABWabtec Corp▼ SELLSpouse$15K–$50KSep 238+5.7%+3.9%+28.1%eFD ↗
Oct 1WABWabtec Corp▼ SELLJoint$1K–$15KSep 238+5.7%+3.9%+28.1%eFD ↗
Aug 18UNHUnitedHealth Group Incorporated Common Stock (DE)▼ PARTIAL SELLJoint$15K–$50KAug 117−15.7%+9.0%+22.2%+26.3%+46.9%eFD ↗
Aug 12LLYEli Lilly and Company Common Stock▲ BUYJoint$50K–$100KDec 11244late−4.5%−5.4%+0.4%−6.9%+18.8%eFD ↗
Aug 12PDBCInvesco Optimum Yield Diversified Commodity Strate▲ BUYJoint$15K–$50KNov 12273late+1.0%+0.1%+1.6%−5.1%+2.3%eFD ↗
Aug 12PCLPXPimco Commoditiesplus Strategy Fund Class I-2▼ PARTIAL SELLJoint$15K–$50KNov 12273lateeFD ↗
Jun 11SPYSPDR S&P 500▼ SELLJoint$500K–$1MMay 1329+5.3%+6.2%+12.9%+21.0%eFD ↗
Jun 11CVXChevron Corp▲ BUYJoint$50K–$100KMay 1329+2.6%+1.2%+11.9%+11.9%eFD ↗
Jun 11VLOValero Energy Corp▲ BUYJoint$50K–$100KMay 1329+0.3%−1.0%+1.1%+29.7%eFD ↗
Jun 11ZTSZoetis Inc. Class A Common Stock▲ BUYJoint$50K–$100KMay 1329+2.4%+4.9%−3.2%−25.8%eFD ↗
Jun 11ADBEAdobe Systems Inc▲ BUYJoint$15K–$50KMay 1329+8.8%+8.8%−12.9%−13.1%eFD ↗
Jun 11AMATApplied Materials, Inc. - Common Stock▲ BUYJoint$15K–$50KMay 1329+6.4%+7.2%+18.8%+47.9%eFD ↗
Jun 11CSXCSX Corp▲ BUYJoint$15K–$50KMay 13290.0%+7.0%+19.1%+14.7%eFD ↗
Jun 11COPConocophillips▲ BUYJoint$15K–$50KMay 1329+0.2%+1.2%+2.5%−1.0%eFD ↗
Jun 11LPLALpl Financial Holdings▲ BUYJoint$15K–$50KMay 1329+0.3%+0.7%−1.6%−9.0%eFD ↗
Jun 11LHXL3Harris Technologies Inc▲ BUYJoint$15K–$50KMay 13290.0%+8.8%+17.4%+31.1%eFD ↗
Jun 11LRCXLam Research Corp▲ BUYJoint$15K–$50KMay 1329+12.0%+14.6%+35.4%+96.7%eFD ↗
Jun 11TXNTexas Instruments▲ BUYJoint$15K–$50KMay 1329+9.4%+15.6%+8.7%−6.8%eFD ↗
Jun 11TMOThermo Fisher Scientific Inc▲ BUYJoint$15K–$50KMay 1329+2.2%−0.1%+14.3%+43.9%eFD ↗
May 12TMOThermo Fisher Scientific Inc▼ SELLJoint$50K–$100KApr 834−0.3%−3.6%−2.0%+24.1%+17.4%eFD ↗
May 12VLOValero Energy Corp▼ SELLJoint$50K–$100KApr 834−4.5%+2.6%+24.7%+41.0%+110.6%eFD ↗
May 12LRCXLam Research Corp▼ PARTIAL SELLJoint$50K–$100KApr 834+15.8%+26.1%+67.2%+152.4%+269.7%eFD ↗
May 12AMATApplied Materials▼ PARTIAL SELLJoint$50K–$100KApr 834+9.1%+16.7%+43.8%+63.7%+165.4%eFD ↗
May 12COPConocophillips▼ SELLJoint$15K–$50KApr 834+4.5%+10.6%+13.3%+11.2%+57.9%eFD ↗
May 12TXNTexas Instruments▼ SELLJoint$15K–$50KApr 834−4.2%+4.6%+40.3%+17.9%+26.5%eFD ↗
May 12ZTSZoetis Inc Cl A▼ SELLJoint$15K–$50KApr 834−3.3%+3.8%+2.9%−5.5%−21.1%eFD ↗
May 12CVXChevron Corp▼ SELLJoint$15K–$50KApr 834−5.6%−5.2%+3.6%+7.5%+38.9%eFD ↗
May 12ADBEAdobe Systems Inc▼ SELLJoint$15K–$50KApr 834+3.5%+11.8%+11.3%+1.8%−28.7%eFD ↗
May 12CSXCSX Corp▼ SELLJoint$15K–$50KApr 8340.0%+2.9%+19.7%+29.9%+47.7%eFD ↗
Apr 13COFCapital One Financial Corp▲ BUYJoint$15K–$50KMar 1925+1.7%−5.3%+12.2%+32.8%+5.2%eFD ↗
Feb 27VAWMaterials ETF Vanguard▼ SELLJoint$100K–$250KFeb 1314−1.7%−3.1%−4.1%+1.8%eFD ↗
Feb 27LPLALpl Financial Holdings▲ BUYJoint$50K–$100KFeb 1314+3.6%−14.4%+2.9%+1.2%−7.5%eFD ↗
Feb 27ACNAccenture Plc▲ BUYJoint$50K–$100KFeb 1314−6.0%−13.1%−16.3%−36.3%−37.7%eFD ↗
Feb 27AMDAdv Micro Devices▼ SELLJoint$50K–$100KFeb 1314+2.4%−9.2%−6.9%+56.4%+88.7%eFD ↗
Feb 27MSFTMicrosoft Corp▲ BUYJoint$50K–$100KFeb 1314−0.9%−4.6%+6.4%+26.6%−2.7%eFD ↗
Feb 27LHXL3Harris Technologies Inc▲ BUYJoint$15K–$50KFeb 1314−0.4%+8.6%+14.8%+34.7%+74.3%eFD ↗
Feb 27STZConstellation Brands Inc▼ PARTIAL SELLJoint$15K–$50KFeb 1314−3.6%+10.2%+12.4%+0.1%−2.8%eFD ↗
Feb 27IQVIqvia Holdings Inc▲ BUYJoint$15K–$50KFeb 1314−2.2%−3.1%−28.3%−2.9%−5.2%eFD ↗
Feb 27TJXTJX Companies▲ BUYJoint$15K–$50KFeb 1314−1.1%−5.5%+5.7%+5.6%+21.2%eFD ↗
Feb 27AMZNAmazon.com Inc▲ BUYJoint$15K–$50KFeb 1314−0.2%−15.1%−15.7%−3.4%−8.2%eFD ↗
Feb 27DHRDanaher Corp▼ SELLJoint$15K–$50KFeb 1314+0.7%+1.0%−1.3%−1.4%eFD ↗
Feb 27HONHoneywell International Inc▼ SELLJoint$15K–$50KFeb 1314+1.1%−1.0%+2.2%+3.8%+16.7%eFD ↗
Feb 27PMPhilip Morris International Inc▲ BUYJoint$15K–$50KFeb 1314+4.2%+4.3%+13.4%+17.8%+26.6%eFD ↗
Feb 27BRKBershire Hathaway Cdr [Cad Hedged]▼ PARTIAL SELLJoint$15K–$50KFeb 1314eFD ↗
Feb 27WABWabtec Corp▲ BUYJoint$1K–$15KFeb 324−9.0%−10.4%−11.4%−7.4%eFD ↗
Feb 27PRMBPrimo Water Corp▲ BUYJoint$1K–$15KFeb 324+0.9%+0.2%+1.1%−42.4%eFD ↗
Feb 27MTZMastec Inc▲ BUYJoint$1K–$15KFeb 324−2.4%−6.9%+10.9%+34.1%eFD ↗
Feb 27LRNStride Inc▲ BUYJoint$1K–$15KFeb 324+3.4%+2.2%+13.7%−6.1%eFD ↗
Feb 27IRMIron Mountain Inc▲ BUYJoint$1K–$15KFeb 324−16.4%−18.8%−13.8%−18.9%−19.5%eFD ↗
Feb 27GSGoldman Sachs Group▲ BUYJoint$1K–$15KFeb 324+2.4%−9.3%−11.6%+10.8%+45.0%eFD ↗
Feb 27DELLDell Technologies Inc▲ BUYJoint$1K–$15KFeb 324+0.4%−11.2%−10.7%+29.9%+8.0%eFD ↗
Feb 27CRDOCredo Technology Group Holding Ltd▲ BUYJoint$1K–$15KFeb 324+10.4%−21.2%−31.1%+53.6%+38.5%eFD ↗
Feb 27COHRCoherent Corp▲ BUYJoint$1K–$15KFeb 324+6.0%−23.1%−20.8%+13.6%+131.2%eFD ↗
Feb 27AITApplied Industrial Technologies▲ BUYJoint$1K–$15KFeb 324−0.7%−12.1%−15.4%+4.1%+6.6%eFD ↗
Jan 31IEFAiShares Core MSCI EAFE ETF▼ PARTIAL SELLJoint$15K–$50KJan 823−1.3%+4.4%−1.3%+18.6%+29.7%eFD ↗
Jan 31EZUEurozone Ishares MSCI ETF▼ PARTIAL SELLJoint$15K–$50KJan 823−1.1%+5.3%+3.2%+24.3%eFD ↗
Jan 31ABTAbbott Laboratories▼ SELLJoint$1K–$15KJan 823−1.1%+12.0%+8.5%+17.7%+8.7%eFD ↗
Jan 31WABWabtec Corp▲ BUYSpouse$15K–$50KJan 2290.0%+8.6%−2.4%+9.9%eFD ↗
Jan 31PRMBPrimo Brands Corporation Cl A▲ BUYSpouse$15K–$50KJan 229−0.6%+7.2%+7.7%−4.6%−46.4%eFD ↗
Jan 31MTZMastec Inc▲ BUYSpouse$15K–$50KJan 229+10.9%+17.6%−10.3%+26.6%+64.0%eFD ↗
Jan 31LRNStride Inc▲ BUYSpouse$15K–$50KJan 229+3.4%+12.8%+19.7%+38.1%eFD ↗
Jan 31IRMIron Mountain Inc▲ BUYSpouse$15K–$50KJan 229+1.9%+7.1%−15.0%−3.3%−20.9%eFD ↗
Jan 31GSGoldman Sachs Group▲ BUYSpouse$15K–$50KJan 229+1.3%+10.6%−5.2%+20.6%+53.5%eFD ↗
Jan 31DELLDell Technologies Inc. Class C Common Stock▲ BUYSpouse$15K–$50KJan 229+4.4%−10.2%−32.7%+8.0%+12.6%eFD ↗
Jan 31CRDOCredo Technology Group Holding Ltd▲ BUYSpouse$15K–$50KJan 229+4.5%−15.2%−41.5%+34.9%+109.0%eFD ↗
Jan 31COHRCoherent Corp▲ BUYSpouse$15K–$50KJan 229+4.1%−16.2%−33.0%−8.9%+97.7%eFD ↗
Jan 31AITApplied Industrial Technologies, Inc. Common Stock▲ BUYSpouse$15K–$50KJan 2290.0%+10.5%−0.5%+2.8%eFD ↗
Jan 31WABWabtec Corp▲ BUYMember$15K–$50KJan 2290.0%+8.6%−2.4%+9.9%eFD ↗
Jan 31PRMBPrimo Brands Corporation Cl A▲ BUYMember$15K–$50KJan 229−0.6%+7.2%+7.7%−4.6%−46.4%eFD ↗
Jan 31MTZMastec Inc▲ BUYMember$15K–$50KJan 229+10.9%+17.6%−10.3%+26.6%+64.0%eFD ↗
Jan 31LRNStride Inc▲ BUYMember$15K–$50KJan 229+3.4%+12.8%+19.7%+38.1%eFD ↗
Jan 31IRMIron Mountain Inc▲ BUYMember$15K–$50KJan 229+1.9%+7.1%−15.0%−3.3%−20.9%eFD ↗
Jan 31GSGoldman Sachs Group▲ BUYMember$15K–$50KJan 229+1.3%+10.6%−5.2%+20.6%+53.5%eFD ↗
Jan 31DELLDell Technologies Inc. Class C Common Stock▲ BUYMember$15K–$50KJan 229+4.4%−10.2%−32.7%+8.0%+12.6%eFD ↗
Jan 31CRDOCredo Technology Group Holding Ltd▲ BUYMember$15K–$50KJan 229+4.5%−15.2%−41.5%+34.9%+109.0%eFD ↗
Jan 31COHRCoherent Corp▲ BUYMember$15K–$50KJan 229+4.1%−16.2%−33.0%−8.9%+97.7%eFD ↗
Jan 31AITApplied Industrial Technologies, Inc. Common Stock▲ BUYMember$15K–$50KJan 2290.0%+10.5%−0.5%+2.8%eFD ↗
Jan 3PCLPXPimco Commoditiesplus Strategy Fund Class I-2▲ BUYJoint$250K–$500KDec 268eFD ↗
Jan 3PDBCInvesco Optimum Yield Diversified Commodity Strate▼ SELLJoint$250K–$500KDec 2680.0%+4.6%+5.7%+9.1%+6.9%eFD ↗
Jan 3CFSSXColumn Small Cap Select Fund▲ BUYJoint$100K–$250KDec 268eFD ↗
Jan 3GICIXGoldman Sachs Intl Small Cap Insights Fd Inst▲ BUYJoint$50K–$100KDec 268eFD ↗
Jan 3IEMGiShares Core MSCI Emerging Markets ETF▲ BUYJoint$50K–$100KDec 268−0.7%+0.5%+4.7%+9.3%+25.5%eFD ↗
Jan 3VNQVanguard Real Estate ETF▲ BUYJoint$1K–$15KDec 268−0.6%+2.2%+1.1%+0.6%−0.8%eFD ↗

Last report filed Mar 10, 2026. Trades by a spouse or dependent child are included, as on the form. Photo and biography: official portrait and public records via the congress-legislators project (public domain).

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