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John Boozman
R  AR
Total Trades 458
Unique Tickers 142
Committee Memberships
Senate Committee on Agriculture, Nutrition, and Forestry (Chairman) Subcommittee on Commodities, Derivatives, Risk Management, and Trade Subcommittee on Conservation, Forestry, Natural Resources, and Biotechnology Subcommittee on Food and Nutrition, Specialty Crops, Organics, and Research Subcommittee on Livestock, Dairy, Poultry, and Food Safety Subcommittee on Rural Development, Energy, and Credit Committee on Appropriations Subcommittee on Department of Defense Subcommittee on Departments of Labor, Health and Human Services, and Education, and Related Agencies Subcommittee on Military Construction, Veterans Affairs, and Related Agencies (Chairman) Subcommittee on Financial Services and General Government Subcommittee on State, Foreign Operations, and Related Programs Subcommittee on Transportation, Housing and Urban Development, and Related Agencies Committee on Veterans' Affairs Committee on Environment and Public Works Senate Committee on Rules and Administration Subcommittee on Transportation and Infrastructure Subcommittee on Clean Air, Climate, and Nuclear Innovation and Safety
Committee Intelligence
Analyzing committee jurisdictions with Claude...
Trade History – Last 12 Months (180)
iShares Core S&P 500 ETF Sale $1,001 - $15,000 Joint
IVV 0 LOW
Transaction:27/08/2026 Disclosed:11/09/2026
Otis Worldwide Corp Purchase $1,001 - $15,000 Joint
OTIS 0 LOW
Transaction:27/08/2026 Disclosed:11/09/2026
Johnson & Johnson Sale $1,001 - $15,000 Joint
JNJ 18 NOTABLE
Transaction:20/08/2026 Disclosed:11/09/2026
TRADR 2X LONG SPY MNTHLY ETF Purchase $1,001 - $15,000 Joint
SPYM 8 LOW
Transaction:20/08/2026 Disclosed:11/09/2026
WESTWOOD QUALITY SMALLCAP FUND Sale $15,001 - $50,000 Joint
WWSYX 0 LOW
Transaction:19/08/2026 Disclosed:11/09/2026
iShares Core S&P Small-Cap ETF Purchase $1,001 - $15,000 Joint
IJR 0 LOW
Transaction:19/08/2026 Disclosed:11/09/2026
AVANTIS US SML CAP VAL ETF Purchase $1,001 - $15,000 Joint
AVUV 0 LOW
Transaction:19/08/2026 Disclosed:11/09/2026
CONSTELLATION ENE CORP Sale $1,001 - $15,000 Joint
CEG 0 LOW
Transaction:13/08/2026 Disclosed:11/09/2026
First Solar Inc Purchase $1,001 - $15,000 Joint
FSLR 0 LOW
Transaction:13/08/2026 Disclosed:11/09/2026
Cboe Global Markets Inc Sale $1,001 - $15,000 Joint
CBOE 0 LOW
Transaction:31/07/2026 Disclosed:18/08/2026
PayPal Holdings Inc Purchase $1,001 - $15,000 Joint
PYPL 18 NOTABLE
Transaction:30/07/2026 Disclosed:17/08/2026
JPMorgan Chase & Co Sale $1,001 - $15,000 Joint
JPM 18 NOTABLE
Transaction:23/07/2026 Disclosed:18/08/2026
TRADR 2X LONG SPY MNTHLY ETF Purchase $1,001 - $15,000 Joint
SPYM 15 LOW
Transaction:23/07/2026 Disclosed:17/08/2026
The Home Depot Inc Sale $1,001 - $15,000 Joint
HD 0 LOW
Transaction:09/07/2026 Disclosed:18/08/2026
Aptiv PLC Purchase $1,001 - $15,000 Joint
APTV 0 LOW
Transaction:09/07/2026 Disclosed:17/08/2026
The Travelers Companies Inc Sale $1,001 - $15,000 Joint
TRV 0 LOW
Transaction:02/07/2026 Disclosed:18/08/2026
The Estee Lauder Cos Inc Purchase $1,001 - $15,000 Joint
EL 0 LOW
Transaction:02/07/2026 Disclosed:17/08/2026
Chevron Corp Purchase $1,001 - $15,000 Joint
CVX 0 LOW
Transaction:02/07/2026 Disclosed:17/08/2026
TRADR 2X LONG SPY MNTHLY ETF Purchase $1,001 - $15,000 Joint
SPYM 8 LOW
Transaction:02/07/2026 Disclosed:17/08/2026
Managed Portfolio Series Tortoise North American Pipeline Fund Sale $1,001 - $15,000 Joint
TPYP 18 NOTABLE
Transaction:25/06/2026 Disclosed:13/07/2026
FIRST TR GLOBAL TACTICAL CMD Sale $1,001 - $15,000 Joint
FTGC 0 LOW
Transaction:25/06/2026 Disclosed:13/07/2026
IShares Expanded Tech-Software Sector ETF Purchase $1,001 - $15,000 Joint
IGV 0 LOW
Transaction:25/06/2026 Disclosed:13/07/2026
ABRDN PHYSICAL PALLAD SH ETF Purchase $1,001 - $15,000 Joint
PALL 0 LOW
Transaction:25/06/2026 Disclosed:13/07/2026
iShares 7-10 Year Treasury Bond ETF Sale $1,001 - $15,000 Joint
IEF 0 LOW
Transaction:17/06/2026 Disclosed:13/07/2026
Schwab US TIPS ETF Purchase $1,001 - $15,000 Joint
SCHP 8 LOW
Transaction:17/06/2026 Disclosed:13/07/2026
Atmos Energy Corp Sale $1,001 - $15,000 Joint
ATO 0 LOW
Transaction:12/06/2026 Disclosed:13/07/2026
CONSTELLATION ENE CORP Purchase $1,001 - $15,000 Joint 2 senators bought within 60 days
CEG 10 LOW
Transaction:12/06/2026 Disclosed:13/07/2026
Boston Scientific Corp Sale $1,001 - $15,000 Joint
BSX 0 LOW
Transaction:04/06/2026 Disclosed:13/07/2026
Unitedhealth Group Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 90 days
UNH 38 HIGH
Transaction:04/06/2026 Disclosed:13/07/2026
Vanguard FTSE Developed Markets ETF Sale $1,001 - $15,000 Joint
VEA 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
Vanguard Global ex-U.S. Real Estate ETF Sale $1,001 - $15,000 Joint
VNQI 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares Core S&P 500 ETF Sale $1,001 - $15,000 Joint
IVV 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
NEW WORLD FUND INC Sale $1,001 - $15,000 Joint
RNWGX 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
TRADR 2X LONG SPY MNTHLY ETF Sale $1,001 - $15,000 Joint
SPYM 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares Trust - iShares Russell 2000 ETF Sale $1,001 - $15,000 Joint
IWM 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares MSCI EAFE ETF Sale $1,001 - $15,000 Joint
EFA 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
Goldman Sachs ActiveBeta Emerging Markets Equity ETF Sale $1,001 - $15,000 Joint
GEM 18 NOTABLE
Transaction:27/05/2026 Disclosed:16/06/2026
FIRST TR GLOBAL TACTICAL CMD Sale $1,001 - $15,000 Joint
FTGC 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
FT EGY PARTNER ENHANCED ETF Sale $1,001 - $15,000 Joint
EIPI 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
Schwab US TIPS ETF Purchase $1,001 - $15,000 Joint
SCHP 8 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
Janus Henderson Mortgage-Backed Securities ETF Purchase $1,001 - $15,000 Joint
JMBS 18 NOTABLE
Transaction:27/05/2026 Disclosed:16/06/2026
iShares 7-10 Year Treasury Bond ETF Purchase $1,001 - $15,000 Joint
IEF 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares 10-20 Year Treasury Bond ETF Purchase $1,001 - $15,000 Joint
TLH 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares CMBS ETF Purchase $1,001 - $15,000 Joint
CMBS 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares MBS ETF Purchase $1,001 - $15,000 Joint
MBB 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
iShares Agency Bond ETF Purchase $1,001 - $15,000 Joint
AGZ 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
Goldman Sachs AccessTreasury 0-1 Year ETF Purchase $1,001 - $15,000 Joint
GBIL 18 NOTABLE
Transaction:27/05/2026 Disclosed:16/06/2026
Goldman Sachs Access Investment Grade Corporate Bond ETF Purchase $1,001 - $15,000 Joint
GIGB 26 NOTABLE
Transaction:27/05/2026 Disclosed:16/06/2026
BONDBLOXX BL Y T D US T ETF Purchase $1,001 - $15,000 Joint
XFIV 8 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
BONDBLOXX BL T Y T D U T ETF Purchase $1,001 - $15,000 Joint
XTWO 0 LOW
Transaction:27/05/2026 Disclosed:16/06/2026
Ecolab Inc Sale $1,001 - $15,000 Joint
ECL 0 LOW
Transaction:15/05/2026 Disclosed:16/06/2026
Accenture PLC Sale $1,001 - $15,000 Joint
ACN 38 HIGH
Transaction:15/05/2026 Disclosed:16/06/2026
Palantir Technologies Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 60 days
PLTR 15 LOW
Transaction:15/05/2026 Disclosed:16/06/2026
Albemarle Corp Purchase $1,001 - $15,000 Joint
ALB 0 LOW
Transaction:15/05/2026 Disclosed:16/06/2026
Schwab US TIPS ETF Sale $1,001 - $15,000 Joint
SCHP 0 LOW
Transaction:13/05/2026 Disclosed:16/06/2026
Janus Henderson Mortgage-Backed Securities ETF Sale $1,001 - $15,000 Joint
JMBS 18 NOTABLE
Transaction:13/05/2026 Disclosed:16/06/2026
iShares CMBS ETF Sale $1,001 - $15,000 Joint
CMBS 0 LOW
Transaction:13/05/2026 Disclosed:16/06/2026
iShares 3-7 Year Treasury Bond ETF Sale $50,001 - $100,000 Joint
IEI 0 LOW
Transaction:13/05/2026 Disclosed:16/06/2026
iShares MBS ETF Sale $1,001 - $15,000 Joint
MBB 0 LOW
Transaction:13/05/2026 Disclosed:16/06/2026
Goldman Sachs Access Investment Grade Corporate Bond ETF Purchase $1,001 - $15,000 Joint
GIGB 26 NOTABLE
Transaction:13/05/2026 Disclosed:16/06/2026
BONDBLOXX BL Y T D US T ETF Purchase $50,001 - $100,000 Joint
XFIV 8 LOW
Transaction:13/05/2026 Disclosed:16/06/2026
Devon Energy Corp Purchase $1,001 - $15,000 Joint
DVN 18 NOTABLE
Transaction:09/04/2026 Disclosed:08/05/2026
INVESCO SHORT TERM TREAS ETF Sale $1,001 - $15,000 Joint
TBLL 0 LOW
Transaction:02/04/2026 Disclosed:08/05/2026
CONSTELLATION ENE CORP Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
CEG 10 LOW
Transaction:02/04/2026 Disclosed:08/05/2026
Managed Portfolio Series Tortoise North American Pipeline Fund Sale $1,001 - $15,000 Joint
TPYP 18 NOTABLE
Transaction:20/03/2026 Disclosed:14/04/2026
TRADR 2X LONG SPY MNTHLY ETF Purchase $1,001 - $15,000 Joint
SPYM 0 LOW
Transaction:20/03/2026 Disclosed:14/04/2026
Johnson & Johnson Sale $1,001 - $15,000 Joint
JNJ 18 NOTABLE
Transaction:19/03/2026 Disclosed:14/04/2026
JPMORGAN BETABULDR EUROP ETF Sale $15,001 - $50,000 Joint
BBEU 18 NOTABLE
Transaction:19/03/2026 Disclosed:14/04/2026
Vanguard FTSE Developed Markets ETF Purchase $1,001 - $15,000 Joint
VEA 0 LOW
Transaction:19/03/2026 Disclosed:14/04/2026
NVIDIA Corporation Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
NVDA 15 LOW
Transaction:19/03/2026 Disclosed:14/04/2026
FIRST TR GLOBAL TACTICAL CMD Purchase $1,001 - $15,000 Joint
FTGC 0 LOW
Transaction:19/03/2026 Disclosed:14/04/2026
Ares Management Corp Purchase $1,001 - $15,000 Joint
ARES 0 LOW
Transaction:13/03/2026 Disclosed:14/04/2026
Microsoft Corp Purchase $1,001 - $15,000 Joint 3 senators bought within 30 days
MSFT 23 NOTABLE
Transaction:05/03/2026 Disclosed:14/04/2026
NetApp Inc Purchase $1,001 - $15,000 Joint
NTAP 0 LOW
Transaction:27/02/2026 Disclosed:06/03/2026
Applied Materials Inc Sale $1,001 - $15,000 Joint
AMAT 10 LOW
Transaction:27/02/2026 Disclosed:06/03/2026
The Kroger Co Purchase $1,001 - $15,000 Joint
KR 10 LOW
Transaction:26/02/2026 Disclosed:06/03/2026
The Procter & Gamble Co Sale $1,001 - $15,000 Joint
PG 0 LOW
Transaction:26/02/2026 Disclosed:06/03/2026
Union Pacific Corp Sale $1,001 - $15,000 Joint
UNP 0 LOW
Transaction:19/02/2026 Disclosed:06/03/2026
Microsoft Corp Purchase $1,001 - $15,000 Joint 5 senators bought within 60 days
MSFT 23 NOTABLE
Transaction:13/02/2026 Disclosed:06/03/2026
Adobe Inc Sale $1,001 - $15,000 Joint
ADBE 10 LOW
Transaction:13/02/2026 Disclosed:06/03/2026
Uber Technologies Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
UBER 15 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
iShares 7-10 Year Treasury Bond ETF Purchase $1,001 - $15,000 Joint
IEF 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
iShares 10-20 Year Treasury Bond ETF Purchase $1,001 - $15,000 Joint
TLH 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
iShares JPMorgan USD Emerging Markets Bond Fund Purchase $1,001 - $15,000 Joint
EMB 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
iShares CMBS ETF Purchase $1,001 - $15,000 Joint
CMBS 8 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
Goldman Sachs Access Investment Grade Corporate Bond ETF Purchase $1,001 - $15,000 Joint
GIGB 26 NOTABLE
Transaction:06/02/2026 Disclosed:06/03/2026
BONDBLOXX BL T Y T D U T ETF Purchase $15,001 - $50,000 Joint
XTWO 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
Janus Henderson Mortgage-Backed Securities ETF Sale $1,001 - $15,000 Joint
JMBS 18 NOTABLE
Transaction:06/02/2026 Disclosed:06/03/2026
iShares 1-3 Year Treasury Bond ETF Sale $15,001 - $50,000 Joint
SHY 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
iShares MBS ETF Sale $1,001 - $15,000 Joint
MBB 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
iShares Agency Bond ETF Sale $1,001 - $15,000 Joint
AGZ 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
DOUBLELINE EMERGING MARKETS FIXED INCOME FUND Sale $1,001 - $15,000 Joint
DBLEX 0 LOW
Transaction:06/02/2026 Disclosed:06/03/2026
PayPal Holdings Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 60 days
PYPL 38 HIGH
Transaction:29/01/2026 Disclosed:15/02/2026
Eaton Corp PLC Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
ETN 15 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
CVS Health Corp Purchase $1,001 - $15,000 Joint 2 senators bought within 60 days
CVS 10 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
Caterpillar Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 60 days
CAT 10 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
Union Pacific Corp Sale $1,001 - $15,000 Joint
UNP 0 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
Omnicom Group Inc Sale $1,001 - $15,000 Joint
OMC 0 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
iShares S&P 500 Growth ETF Sale $1,001 - $15,000 Joint
IVW 0 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
Fiserv Inc Sale $1,001 - $15,000 Joint
FISV 0 LOW
Transaction:29/01/2026 Disclosed:15/02/2026
DexCom Inc Purchase $1,001 - $15,000 Joint
DXCM 0 LOW
Transaction:26/01/2026 Disclosed:15/02/2026
Micron Technology Inc Sale $1,001 - $15,000 Joint
MU 10 LOW
Transaction:26/01/2026 Disclosed:15/02/2026
Vanguard Global ex-U.S. Real Estate ETF Purchase $1,001 - $15,000 Joint
VNQI 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
Managed Portfolio Series Tortoise North American Pipeline Fund Purchase $1,001 - $15,000 Joint
TPYP 18 NOTABLE
Transaction:23/01/2026 Disclosed:15/02/2026
NEW WORLD FUND INC Purchase $1,001 - $15,000 Joint
RNWGX 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
Janus Henderson Mortgage-Backed Securities ETF Purchase $1,001 - $15,000 Joint
JMBS 18 NOTABLE
Transaction:23/01/2026 Disclosed:15/02/2026
iShares Core S&P 500 ETF Purchase $1,001 - $15,000 Joint
IVV 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
iShares CMBS ETF Purchase $1,001 - $15,000 Joint
CMBS 8 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
iShares MBS ETF Purchase $1,001 - $15,000 Joint
MBB 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
INVESCO SHORT TERM TREAS ETF Purchase $1,001 - $15,000 Joint
TBLL 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
Goldman Sachs Access Investment Grade Corporate Bond ETF Purchase $1,001 - $15,000 Joint
GIGB 26 NOTABLE
Transaction:23/01/2026 Disclosed:15/02/2026
Goldman Sachs ActiveBeta Emerging Markets Equity ETF Purchase $1,001 - $15,000 Joint
GEM 18 NOTABLE
Transaction:23/01/2026 Disclosed:15/02/2026
FIRST TR GLOBAL TACTICAL CMD Purchase $1,001 - $15,000 Joint
FTGC 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
FT EGY PARTNER ENHANCED ETF Purchase $1,001 - $15,000 Joint
EIPI 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
SPDR MidCap 400 ETF Trust Sale $1,001 - $15,000 Joint
MDY 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
iShares Trust - iShares Russell 2000 ETF Sale $1,001 - $15,000 Joint
IWM 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
iShares Silver Trust Sale $1,001 - $15,000 Joint
SLV 18 NOTABLE
Transaction:23/01/2026 Disclosed:15/02/2026
ABRDN PHYSICAL PLATIN SH ETF Sale $1,001 - $15,000 Joint
PPLT 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
ABRDN PHYSICAL PALLAD SH ETF Sale $1,001 - $15,000 Joint
PALL 0 LOW
Transaction:23/01/2026 Disclosed:15/02/2026
Visa Inc Purchase $1,001 - $15,000 Joint 3 senators bought within 90 days
V 48 HIGH
Transaction:15/01/2026 Disclosed:15/02/2026
Apple Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
AAPL 23 NOTABLE
Transaction:15/01/2026 Disclosed:15/02/2026
Omnicom Group Inc Sale $1,001 - $15,000 Joint
OMC 0 LOW
Transaction:15/01/2026 Disclosed:15/02/2026
Netflix Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 90 days
NFLX 15 LOW
Transaction:08/01/2026 Disclosed:15/02/2026
Exxon Mobil Corp Purchase $1,001 - $15,000 Joint
XOM 10 LOW
Transaction:08/01/2026 Disclosed:15/02/2026
The Walt Disney Co Purchase $1,001 - $15,000 Joint 2 senators bought within 90 days
DIS 15 LOW
Transaction:08/01/2026 Disclosed:15/02/2026
Micron Technology Inc Sale $1,001 - $15,000 Joint
MU 10 LOW
Transaction:08/01/2026 Disclosed:15/02/2026
Lam Research Corp Sale $1,001 - $15,000 Joint
LRCX 15 LOW
Transaction:08/01/2026 Disclosed:15/02/2026
iShares S&P 500 Growth ETF Purchase $1,001 - $15,000 Joint
IVW 0 LOW
Transaction:31/12/2025 Disclosed:13/01/2026
SUPER MICRO COMPUTER INC Sale $1,001 - $15,000 Joint
SMCI 0 LOW
Transaction:31/12/2025 Disclosed:13/01/2026
iShares Core S&P Small-Cap ETF Purchase $1,001 - $15,000 Joint
IJR 0 LOW
Transaction:26/12/2025 Disclosed:13/01/2026
SPDR S&P Regional Banking ETF Sale $1,001 - $15,000 Joint
KRE 18 NOTABLE
Transaction:26/12/2025 Disclosed:13/01/2026
iShares Silver Trust Sale $1,001 - $15,000 Joint
SLV 18 NOTABLE
Transaction:24/12/2025 Disclosed:13/01/2026
ABRDN PHYSICAL PLATIN SH ETF Sale $1,001 - $15,000 Joint
PPLT 0 LOW
Transaction:24/12/2025 Disclosed:13/01/2026
ABRDN PHYSICAL PALLAD SH ETF Sale $1,001 - $15,000 Joint
PALL 0 LOW
Transaction:24/12/2025 Disclosed:13/01/2026
Wells Fargo & Co Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
WFC 28 NOTABLE
Transaction:17/12/2025 Disclosed:13/01/2026
Microsoft Corp Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
MSFT 15 LOW
Transaction:17/12/2025 Disclosed:13/01/2026
Apple Inc Purchase $1,001 - $15,000 Joint 2 senators bought within 30 days
AAPL 23 NOTABLE
Transaction:17/12/2025 Disclosed:13/01/2026
Motorola Solutions Inc Sale $1,001 - $15,000 Joint
MSI 0 LOW
Transaction:17/12/2025 Disclosed:13/01/2026
Boston Scientific Corp Sale $1,001 - $15,000 Joint
BSX 10 LOW
Transaction:17/12/2025 Disclosed:13/01/2026
SUPER MICRO COMPUTER INC Purchase $1,001 - $15,000 Joint
SMCI 0 LOW
Transaction:11/12/2025 Disclosed:13/01/2026
Arista Networks Inc Purchase $1,001 - $15,000 Joint
ANET 8 LOW
Transaction:11/12/2025 Disclosed:13/01/2026
INVESCO SHORT TERM TREAS ETF Sale $1,001 - $15,000 Joint
TBLL 0 LOW
Transaction:11/12/2025 Disclosed:13/01/2026
SPDR MidCap 400 ETF Trust Purchase $1,001 - $15,000
MDY 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
PayPal Holdings Inc Purchase $1,001 - $15,000
PYPL 18 NOTABLE
Transaction:21/11/2025 Disclosed:08/12/2025
Janus Henderson Mortgage-Backed Securities ETF Purchase $1,001 - $15,000
JMBS 18 NOTABLE
Transaction:21/11/2025 Disclosed:08/12/2025
iShares CMBS ETF Purchase $1,001 - $15,000
CMBS 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
iShares MBS ETF Purchase $1,001 - $15,000
MBB 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
Goldman Sachs Access Investment Grade Corporate Bond ETF Purchase $1,001 - $15,000
GIGB 18 NOTABLE
Transaction:21/11/2025 Disclosed:08/12/2025
Vanguard FTSE Developed Markets ETF Sale $1,001 - $15,000 Joint
VEA 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
Vanguard Global ex-U.S. Real Estate ETF Sale $1,001 - $15,000 Joint
VNQI 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
Managed Portfolio Series Tortoise North American Pipeline Fund Sale $1,001 - $15,000 Joint
TPYP 18 NOTABLE
Transaction:21/11/2025 Disclosed:08/12/2025
Eli Lilly and Co Sale $1,001 - $15,000 Joint
LLY 15 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
iShares Core S&P 500 ETF Sale $1,001 - $15,000 Joint
IVV 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
iShares Trust - iShares Russell 2000 ETF Sale $1,001 - $15,000 Joint
IWM 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
Fiserv Inc Sale $1,001 - $15,000 Joint
FISV 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
FIRST TR GLOBAL TACTICAL CMD Sale $1,001 - $15,000 Joint
FTGC 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
FT EGY PARTNER ENHANCED ETF Sale $1,001 - $15,000 Joint
EIPI 0 LOW
Transaction:21/11/2025 Disclosed:08/12/2025
NEW WORLD FUND INC Sale $1,001 - $15,000 Joint
RNWGX 0 LOW
Transaction:20/11/2025 Disclosed:24/08/2026
WESTWOOD SMALLCAP FUND Purchase $1,001 - $15,000
WHGSX 0 LOW
Transaction:20/11/2025 Disclosed:08/12/2025
AMERICAN FUNDS NEW WORLD FUND Sale $1,001 - $15,000
NEWFX 0 LOW
Transaction:20/11/2025 Disclosed:08/12/2025
iShares MSCI EAFE ETF Sale $1,001 - $15,000 Joint
EFA 0 LOW
Transaction:20/11/2025 Disclosed:08/12/2025
Goldman Sachs ActiveBeta Emerging Markets Equity ETF Sale $1,001 - $15,000 Joint
GEM 18 NOTABLE
Transaction:20/11/2025 Disclosed:08/12/2025
Meta Platforms Inc Purchase $1,001 - $15,000 2 senators bought within 30 days
META 23 NOTABLE
Transaction:13/11/2025 Disclosed:08/12/2025
Arista Networks Inc Purchase $1,001 - $15,000
ANET 8 LOW
Transaction:13/11/2025 Disclosed:08/12/2025
Amazon.com Inc Purchase $1,001 - $15,000 2 senators bought within 60 days
AMZN 15 LOW
Transaction:13/11/2025 Disclosed:08/12/2025
salesforce.com Inc Sale $1,001 - $15,000 Joint
CRM 0 LOW
Transaction:13/11/2025 Disclosed:08/12/2025
Vanguard FTSE Developed Markets ETF Purchase $1,001 - $15,000
VEA 0 LOW
Transaction:06/11/2025 Disclosed:08/12/2025
Vanguard FTSE Emerging Markets ETF Purchase $1,001 - $15,000
VWO 0 LOW
Transaction:06/11/2025 Disclosed:08/12/2025
iShares MSCI All Country Asia ex Japan ETF Sale $1,001 - $15,000 Joint
AAXJ 0 LOW
Transaction:06/11/2025 Disclosed:08/12/2025
Managed Portfolio Series Tortoise North American Pipeline Fund Sale $1,001 - $15,000
TPYP 18 NOTABLE
Transaction:03/11/2025 Disclosed:15/11/2025
Meta Platforms Inc Purchase $1,001 - $15,000 2 senators bought within 30 days
META 23 NOTABLE
Transaction:31/10/2025 Disclosed:15/11/2025
Omnicom Group Inc Sale $1,001 - $15,000
OMC 0 LOW
Transaction:31/10/2025 Disclosed:15/11/2025
Costco Wholesale Corp Purchase $1,001 - $15,000 2 senators bought within 90 days
COST 15 LOW
Transaction:09/10/2025 Disclosed:15/11/2025
Colgate-Palmolive Co Sale $1,001 - $15,000
CL 0 LOW
Transaction:09/10/2025 Disclosed:15/11/2025
FIRST TR GLOBAL TACTICAL CMD Purchase $1,001 - $15,000
FTGC 0 LOW
Transaction:03/10/2025 Disclosed:15/11/2025
FT EGY PARTNER ENHANCED ETF Purchase $15,001 - $50,000
EIPI 0 LOW
Transaction:03/10/2025 Disclosed:15/11/2025
SPROTT URANIUM MINERS ETF Sale $1,001 - $15,000
URNM 18 NOTABLE
Transaction:03/10/2025 Disclosed:15/11/2025
iShares Silver Trust Sale $1,001 - $15,000
SLV 18 NOTABLE
Transaction:03/10/2025 Disclosed:15/11/2025
First Trust North American Energy Infrastructure Fund Sale $15,001 - $50,000
EMLP 18 NOTABLE
Transaction:03/10/2025 Disclosed:15/11/2025
Iqvia Holdings Inc Sale $1,001 - $15,000
IQV 0 LOW
Transaction:02/10/2025 Disclosed:15/11/2025