OK01 · Every trade reported to the Clerk of the House under the STOCK Act. Counts include trades by a spouse or dependent child — the form does not let you separate the household. Amounts are brackets, and a report may be up to 45 days late: what that means.
| Asset | Ticker | Traded | Disclosed | Type | Amount |
|---|---|---|---|---|---|
| NextEra Energy, Inc. Common Stock (NEE) | NEE | Oct 2 | Oct 2 | S | $15K–$50K |
| Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | AIO | Sep 23 | Oct 2 | S | $15K–$50K |
| UnitedHealth Group Incorporated Common Stock (UNH) | UNH | Sep 23 | Oct 2 | S | $15K–$50K |
| Starbucks Corporation - Common Stock (SBUX) | SBUX | Sep 23 | Oct 2 | S | $15K–$50K |
| Marsh Common Stock (MRSH) | MRSH | Sep 23 | Oct 2 | S | $50K–$100K |
| Lockheed Martin Corporation Common Stock (LMT) | LMT | Sep 23 | Oct 2 | S | $15K–$50K |
| Lockheed Martin Corporation Common Stock (LMT) | LMT | Sep 23 | Oct 2 | Spart | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Sep 23 | Oct 2 | S | $1K–$15K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Sep 23 | Oct 2 | Spart | $15K–$50K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Sep 23 | Oct 2 | S | $50K–$100K |
| Chubb Limited Common Stock (CB) | CB | Sep 23 | Oct 2 | S | $1K–$15K |
| Chevron Corporation Common Stock (CVX) | CVX | Sep 23 | Oct 2 | Spart | $15K–$50K |
| PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 | — | Sep 21 | Oct 2 | P | $50K–$100K |
| OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 | — | Sep 21 | Oct 2 | P | $15K–$50K |
| TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 | — | Sep 18 | Oct 2 | P | $15K–$50K |
| MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 | — | Sep 18 | Oct 2 | P | $15K–$50K |
| GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 | — | Sep 18 | Oct 2 | P | $15K–$50K |
| Rockwell Automation, Inc. Common Stock (ROK) | ROK | Sep 17 | Oct 2 | Spart | $15K–$50K |
| Marsh Common Stock (MRSH) | MRSH | Sep 17 | Oct 2 | Spart | $50K–$100K |
| Lowe's Companies, Inc. Common Stock (LOW) | LOW | Sep 17 | Oct 2 | Spart | $1K–$15K |
| Lockheed Martin Corporation Common Stock (LMT) | LMT | Sep 17 | Oct 2 | Spart | $15K–$50K |
| Lockheed Martin Corporation Common Stock (LMT) | LMT | Sep 17 | Oct 2 | Spart | $15K–$50K |
| Linde plc - Ordinary Shares (LIN) | LIN | Sep 17 | Oct 2 | Spart | $15K–$50K |
| Emerson Electric Company Common Stock (EMR) | EMR | Sep 17 | Oct 2 | Spart | $15K–$50K |
| TJX Companies, Inc. (TJX) | TJX | Sep 15 | Sep 15 | S | $1K–$15K |
| STERIS plc (STE) | STE | Sep 15 | Sep 15 | S | $15K–$50K |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) | STX | Sep 15 | Sep 15 | Spart | $1K–$15K |
| OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C | — | Sep 15 | Sep 15 | P | $15K–$50K |
| MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 | — | Sep 15 | Sep 15 | P | $15K–$50K |
| GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A | — | Sep 15 | Sep 15 | P | $15K–$50K |
| CenterPoint Energy, Inc (CNP) | CNP | Sep 15 | Sep 15 | S | $15K–$50K |
| Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | AIO | Sep 14 | Sep 15 | Spart | $15K–$50K |
| Rockwell Automation, Inc. Common Stock (ROK) | ROK | Sep 14 | Sep 15 | Spart | $15K–$50K |
| OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | — | Sep 14 | Sep 15 | P | $15K–$50K |
| OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | — | Sep 14 | Sep 15 | P | $15K–$50K |
| NextEra Energy, Inc. Common Stock (NEE) | NEE | Sep 14 | Sep 15 | Spart | $15K–$50K |
| Marsh Common Stock (MRSH) | MRSH | Sep 14 | Sep 15 | Spart | $1K–$15K |
| JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 | — | Sep 14 | Sep 15 | P | $15K–$50K |
| IQVIA Holdings, Inc. Common Stock (IQV) | IQV | Sep 14 | Sep 15 | S | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Sep 14 | Sep 15 | S | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Sep 14 | Sep 15 | Spart | $1K–$15K |
| Emerson Electric Company Common Stock (EMR) | EMR | Sep 14 | Sep 15 | Spart | $15K–$50K |
| Emerson Electric Company Common Stock (EMR) | EMR | Sep 14 | Sep 15 | Spart | $1K–$15K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Sep 14 | Sep 15 | Spart | $15K–$50K |
| Cadence Design Systems, Inc. - Common Stock (CDNS) | CDNS | Sep 14 | Sep 15 | Spart | $15K–$50K |
| ONEOK, Inc. Common Stock (OKE) | OKE | Sep 11 | Sep 15 | E | $100K–$250K |
| ONEOK, Inc. Common Stock (OKE) | OKE | Sep 11 | Sep 15 | E | $500K–$1.0M |
| UnitedHealth Group Incorporated Common Stock (UNH) | UNH | Sep 10 | Sep 15 | S | $15K–$50K |
| Novo Nordisk A/S Common Stock (NVO) | NVO | Sep 10 | Sep 15 | S | $1K–$15K |
| Home Depot, Inc. (HD) | HD | Sep 10 | Sep 15 | Spart | $15K–$50K |
| Eaton Corporation, PLC Ordinary Shares (ETN) | ETN | Sep 10 | Sep 15 | Spart | $1K–$15K |
| TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A | — | Sep 9 | Sep 15 | P | $15K–$50K |
| PTC Inc. - Common Stock (PTC) | PTC | Sep 9 | Sep 15 | S | $50K–$100K |
| Marsh Common Stock (MRSH) | MRSH | Sep 9 | Sep 15 | Spart | $100K–$250K |
| Illinois Tool Works Inc. Common Stock (ITW) | ITW | Sep 9 | Sep 15 | S | $15K–$50K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Sep 9 | Sep 15 | S | $50K–$100K |
| IQVIA Holdings, Inc. Common Stock (IQV) | IQV | Sep 8 | Sep 15 | S | $1K–$15K |
| Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest (ETV) | ETV | Sep 8 | Sep 15 | S | $1K–$15K |
| ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018 | — | Sep 8 | Sep 15 | P | $15K–$50K |
| Apple Inc. - Common Stock (AAPL) | AAPL | Sep 8 | Sep 15 | Spart | $1K–$15K |
| Apple Inc. - Common Stock (AAPL) | AAPL | Sep 8 | Sep 15 | Spart | $1K–$15K |
| ONEOK, Inc. Common Stock (OKE) | OKE | Sep 4 | Sep 15 | Spart | $15K–$50K |
| OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33 | — | Sep 4 | Sep 15 | P | $50K–$100K |
| Illinois Tool Works Inc. Common Stock (ITW) | ITW | Sep 4 | Sep 15 | Spart | $50K–$100K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Sep 4 | Sep 15 | Spart | $100K–$250K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Sep 4 | Sep 15 | Spart | $50K–$100K |
| Vuzix Corporation (VUZI) | VUZI | Sep 3 | Sep 15 | S | $1K–$15K |
| Vuzix Corporation (VUZI) | VUZI | Sep 3 | Sep 15 | S | $1K–$15K |
| Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | AIO | Sep 3 | Sep 15 | S | $1K–$15K |
| JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030 | — | Sep 3 | Sep 15 | P | $15K–$50K |
| JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028 | — | Sep 3 | Sep 15 | P | $15K–$50K |
| IQVIA Holdings, Inc. Common Stock (IQV) | IQV | Sep 3 | Sep 15 | S | $1K–$15K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Sep 3 | Sep 15 | S | $1K–$15K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Sep 3 | Sep 15 | S | $1K–$15K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Sep 3 | Sep 15 | S | $1K–$15K |
| TJX Companies, Inc. (TJX) | TJX | Sep 2 | Sep 15 | Spart | $15K–$50K |
| Starbucks Corporation - Common Stock (SBUX) | SBUX | Sep 2 | Sep 15 | Spart | $1K–$15K |
| Rockwell Automation, Inc. Common Stock (ROK) | ROK | Sep 2 | Sep 15 | Spart | $15K–$50K |
| Rockwell Automation, Inc. Common Stock (ROK) | ROK | Sep 2 | Sep 15 | Spart | $15K–$50K |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) | ORLY | Sep 2 | Sep 15 | Spart | $15K–$50K |
| NextEra Energy, Inc. Common Stock (NEE) | NEE | Sep 2 | Sep 15 | Spart | $1K–$15K |
| Marsh Common Stock (MRSH) | MRSH | Sep 2 | Sep 15 | Spart | $1K–$15K |
| Lowe's Companies, Inc. Common Stock (LOW) | LOW | Sep 2 | Sep 15 | Spart | $1K–$15K |
| Lockheed Martin Corporation Common Stock (LMT) | LMT | Sep 2 | Sep 15 | S | $15K–$50K |
| Lockheed Martin Corporation Common Stock (LMT) | LMT | Sep 2 | Sep 15 | Spart | $15K–$50K |
| Linde plc - Ordinary Shares (LIN) | LIN | Sep 2 | Sep 15 | S | $15K–$50K |
| Illinois Tool Works Inc. Common Stock (ITW) | ITW | Sep 2 | Sep 15 | Spart | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Sep 2 | Sep 15 | Spart | $15K–$50K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Sep 2 | Sep 15 | Spart | $100K–$250K |
| Danaher Corporation Common Stock (DHR) | DHR | Sep 2 | Sep 15 | Spart | $1K–$15K |
| Colgate-Palmolive Company Common Stock (CL) | CL | Sep 2 | Sep 15 | Spart | $1K–$15K |
| Cadence Design Systems, Inc. - Common Stock (CDNS) | CDNS | Sep 2 | Sep 15 | Spart | $15K–$50K |
| Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | AIO | Aug 31 | Sep 15 | Spart | $15K–$50K |
| TJX Companies, Inc. (TJX) | TJX | Aug 31 | Sep 15 | Spart | $15K–$50K |
| PTC Inc. - Common Stock (PTC) | PTC | Aug 31 | Sep 15 | S | $50K–$100K |
| Progress Software Corporation - Common Stock (PRGS) | PRGS | Aug 31 | Sep 15 | S | $15K–$50K |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) | ORLY | Aug 31 | Sep 15 | Spart | $15K–$50K |
| ONEOK, Inc. Common Stock (OKE) | OKE | Aug 31 | Sep 15 | Spart | $50K–$100K |
| Novo Nordisk A/S Common Stock (NVO) | NVO | Aug 31 | Sep 15 | Spart | $1K–$15K |
| Linde plc - Ordinary Shares (LIN) | LIN | Aug 31 | Sep 15 | Spart | $15K–$50K |
| Illinois Tool Works Inc. Common Stock (ITW) | ITW | Aug 31 | Sep 15 | S | $15K–$50K |
| Honeywell International Inc. (HON) | HON | Aug 31 | Sep 15 | S | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Aug 31 | Sep 15 | Spart | $15K–$50K |
| Ford Motor Company Common Stock (F) | F | Aug 31 | Sep 15 | S | $1K–$15K |
| ExxonMobil Holdings Corporation Common Stock (XOM) | XOM | Aug 31 | Sep 15 | Spart | $100K–$250K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Aug 31 | Sep 15 | S | $15K–$50K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Aug 31 | Sep 15 | Spart | $100K–$250K |
| Danaher Corporation Common Stock (DHR) | DHR | Aug 31 | Sep 15 | S | $15K–$50K |
| CSX Corporation (CSX) | CSX | Aug 31 | Sep 15 | Spart | $1K–$15K |
| Crane NXT, Co. Common Stock (CXT) | CXT | Aug 31 | Sep 15 | S | $15K–$50K |
| Crane Company Common Stock (CR) | CR | Aug 31 | Sep 15 | S | $50K–$100K |
| Colgate-Palmolive Company Common Stock (CL) | CL | Aug 31 | Sep 15 | S | $1K–$15K |
| Coca-Cola Company (KO) | KO | Aug 31 | Sep 15 | P | $1K–$15K |
| Chubb Limited Common Stock (CB) | CB | Aug 31 | Sep 15 | P | $1K–$15K |
| Brookfield Real Assets Income Fund Inc. Common Stock (RA) | RA | Aug 31 | Sep 15 | S | $15K–$50K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Aug 31 | Sep 15 | S | $15K–$50K |
| Walmart Inc. - Common Stock (WMT) | WMT | Aug 27 | Sep 15 | Spart | $1K–$15K |
| TJX Companies, Inc. (TJX) | TJX | Aug 27 | Sep 15 | Spart | $1K–$15K |
| Pembina Pipeline Corp. Ordinary Shares (PBA) | PBA | Aug 27 | Sep 15 | S | $15K–$50K |
| Novartis AG Common Stock (NVS) | NVS | Aug 27 | Sep 15 | S | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Aug 27 | Sep 15 | S | $1K–$15K |
| CSX Corporation (CSX) | CSX | Aug 27 | Sep 15 | Spart | $1K–$15K |
| Colgate-Palmolive Company Common Stock (CL) | CL | Aug 27 | Sep 15 | Spart | $1K–$15K |
| Procter & Gamble Company (PG) | PG | Aug 24 | Aug 27 | S | $50K–$100K |
| Medtronic plc. Ordinary Shares (MDT) | MDT | Aug 24 | Aug 27 | S | $15K–$50K |
| Marsh Common Stock (MRSH) | MRSH | Aug 24 | Aug 27 | S | $1K–$15K |
| Lowe's Companies, Inc. Common Stock (LOW) | LOW | Aug 24 | Aug 27 | S | $1K–$15K |
| Home Depot, Inc. (HD) | HD | Aug 24 | Aug 27 | Spart | $50K–$100K |
| CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 | — | Aug 24 | Aug 27 | P | $100K–$250K |
| Veralto Corp Common Stock (VLTO) | VLTO | Aug 21 | Aug 27 | S | $1K–$15K |
| Microsoft Corporation - Common Stock (MSFT) | MSFT | Aug 21 | Aug 27 | Spart | $15K–$50K |
| Honeywell Aerospace Inc. - Common Stock (HONA) | HONA | Aug 19 | Aug 27 | S | $15K–$50K |
| Colgate-Palmolive Company Common Stock (CL) | CL | Aug 19 | Aug 27 | S | $1K–$15K |
| Kimberly-Clark Corporation - Common Stock (KMB) | KMB | Aug 18 | Aug 27 | S | $1K–$15K |
| Biogen Inc. - Common Stock (BIIB) | BIIB | Aug 18 | Aug 27 | S | $1K–$15K |
| Anheuser-Busch Inbev SA Sponsored ADR (BUD) | BUD | Aug 18 | Aug 27 | S | $1K–$15K |
| Veralto Corp Common Stock (VLTO) | VLTO | Aug 14 | Aug 27 | Spart | $1K–$15K |
| ICON plc - Ordinary Shares (ICLR) | ICLR | Aug 14 | Aug 27 | Spart | $15K–$50K |
| Carrier Global Corporation Common Stock (CARR) | CARR | Aug 14 | Aug 27 | S | $1K–$15K |
| Adobe Inc. - Common Stock (ADBE) | ADBE | Aug 14 | Aug 27 | Spart | $15K–$50K |
| Waters Corporation Common Stock (WAT) | WAT | Aug 13 | Aug 27 | S | $1K–$15K |
| Nike, Inc. Common Stock (NKE) | NKE | Aug 13 | Aug 27 | Spart | $1K–$15K |
| Hormel Foods Corporation Common Stock (HRL) | HRL | Aug 13 | Aug 27 | S | $1K–$15K |
| Gap, Inc. (GAP) | GAP | Aug 13 | Aug 27 | S | $1K–$15K |
| Boeing Company (BA) | BA | Aug 13 | Aug 27 | S | $15K–$50K |
| Boeing Company (BA) | BA | Aug 13 | Aug 27 | S | $1K–$15K |
| Walt Disney Company (DIS) | DIS | Aug 10 | Aug 27 | S | $15K–$50K |
| Veralto Corp Common Stock (VLTO) | VLTO | Aug 10 | Aug 27 | S | $1K–$15K |
| Otis Worldwide Corporation Common Stock (OTIS) | OTIS | Aug 10 | Aug 27 | S | $1K–$15K |
| Versant Media Group, Inc. - Class A Common Stock (VSNT) | VSNT | Aug 5 | Aug 5 | S | $1K–$15K |
| Organon & Co. Common Stock (OGN) | OGN | Aug 5 | Aug 5 | S | $1K–$15K |
| Mondelez International, Inc. - Class A Common Stock (MDLZ) | MDLZ | Aug 5 | Aug 5 | S | $1K–$15K |
| Kenvue Inc. Common Stock (KVUE) | KVUE | Aug 5 | Aug 5 | S | $1K–$15K |
| Estee Lauder Companies, Inc. (EL) | EL | Aug 5 | Aug 5 | S | $1K–$15K |
| Diageo plc Common Stock (DEO) | DEO | Aug 5 | Aug 5 | S | $1K–$15K |
| Comcast Corporation - Class A Common Stock (CMCSA) | CMCSA | Aug 5 | Aug 5 | S | $1K–$15K |
| Versant Media Group, Inc. - Class A Common Stock (VSNT) | VSNT | Aug 5 | Aug 5 | S | $1K–$15K |
| Organon & Co. Common Stock (OGN) | OGN | Aug 5 | Aug 5 | S | $1K–$15K |
| Solstice Advanced Materials Inc. - Common Stock (SOLS) | SOLS | Aug 5 | Aug 27 | S | $1K–$15K |
| Procter & Gamble Company (PG) | PG | Aug 5 | Aug 27 | S | $1K–$15K |
| Alcon Inc. Ordinary Shares (ALC) | ALC | Aug 5 | Aug 27 | S | $1K–$15K |
| TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026 | — | Jul 24 | Aug 5 | P | $100K–$250K |
| CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030 | — | Jul 24 | Aug 5 | P | $50K–$100K |
| KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031 | — | Jul 20 | Aug 5 | P | $100K–$250K |
| GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 | — | Jul 20 | Aug 5 | P | $15K–$50K |
| OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 | — | Jul 17 | Aug 5 | P | $15K–$50K |
| LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 | — | Jul 17 | Aug 5 | P | $15K–$50K |
| EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033 | — | Jul 16 | Aug 5 | P | $15K–$50K |
| Exxon Mobil Corporation Common Stock (XOM) | XOM | Jul 2 | Jul 3 | E | $100K–$250K |
| Exxon Mobil Corporation Common Stock (XOM) | XOM | Jul 2 | Jul 3 | E | $100K–$250K |
| Honeywell Aerospace Inc. - Common Stock (HONAV) | HONAV | Jun 29 | Jun 30 | E | $15K–$50K |
| Devon Energy Corporation Common Stock (DVN) | DVN | May 8 | May 11 | E | $15K–$50K |
| Devon Energy Corporation Common Stock (DVN) | DVN | May 8 | May 11 | E | $15K–$50K |
| Coterra Energy Inc. Common Stock (CTRA) | CTRA | May 8 | May 11 | E | $15K–$50K |
| Coterra Energy Inc. Common Stock (CTRA) | CTRA | May 8 | May 11 | E | $15K–$50K |
| MORGAN STANLEY FIN LLC MTN ZERO CPN | — | May 6 | May 7 | S | $1.0M–$5.0M |
| Goldman Sachs MTN 4/29/2030 | — | Apr 29 | Apr 30 | S | $250K–$500K |
| Exact Sciences Corporation - Common Stock (EXAS) | EXAS | Mar 24 | Mar 31 | S | $1K–$15K |
| T. Rowe Price Group, Inc. - Common Stock (TROW) | TROW | Mar 20 | Mar 31 | S | $15K–$50K |
| Prologis, Inc. Common Stock (PLD) | PLD | Mar 20 | Mar 31 | S | $50K–$100K |
| Medtronic plc. Ordinary Shares (MDT) | MDT | Mar 20 | Mar 31 | S | $15K–$50K |
| Texas Instruments Incorporated - Common Stock (TXN) | TXN | Mar 18 | Mar 31 | S | $500K–$1.0M |
| SmartStop Self Storage REIT, Inc. Common Stock (SMA) | SMA | Mar 18 | Mar 31 | S | $500K–$1.0M |
| Kenvue Inc. Common Stock (KVUE) | KVUE | Mar 17 | Mar 31 | S | $15K–$50K |
| Invesco Ltd Common Stock (IVZ) | IVZ | Mar 17 | Mar 31 | S | $15K–$50K |
| Comcast Corporation - Class A Common Stock (CMCSA) | CMCSA | Mar 17 | Mar 31 | S | $15K–$50K |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | CTSH | Mar 17 | Mar 31 | S | $15K–$50K |
| Blackrock MuniAssets Fund, Inc Common Stock (MUA) | MUA | Mar 17 | Mar 31 | S | $50K–$100K |
| Becton, Dickinson and Company Common Stock (BDX) | BDX | Mar 17 | Mar 31 | S | $15K–$50K |
| Progress Software Corporation - Common Stock (PRGS) | PRGS | Mar 16 | Mar 31 | S | $50K–$100K |
| IQVIA Holdings, Inc. Common Stock (IQV) | IQV | Mar 16 | Mar 31 | S | $50K–$100K |
| Accenture plc Class A Ordinary Shares (ACN) | ACN | Mar 16 | Mar 31 | S | $250K–$500K |
| ICON plc - Ordinary Shares (ICLR) | ICLR | Mar 5 | Mar 31 | S | $100K–$250K |
| Waters Corporation Common Stock (WAT) | WAT | Feb 9 | Mar 1 | E | $1K–$15K |
| ROYAL BANK OF CANADA 31F DUE 01/10/31 | — | Jan 7 | Jan 8 | P | $250K–$500K |
| UnitedHealth Group Incorporated Common Stock (UNH) | UNH | Dec 23 | Dec 24 | S | $250K–$500K |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) | STX | Oct 28 | Oct 29 | Spart | $15K–$50K |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) | ORLY | Oct 28 | Oct 29 | Spart | $1K–$15K |
| Microsoft Corporation - Common Stock (MSFT) | MSFT | Oct 28 | Oct 29 | Spart | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Oct 28 | Oct 29 | Spart | $1K–$15K |
| CSX Corporation (CSX) | CSX | Oct 28 | Oct 29 | Spart | $15K–$50K |
| Boston Scientific Corporation Common Stock (BSX) | BSX | Oct 28 | Oct 29 | Spart | $15K–$50K |
| Accenture plc Class A Ordinary Shares (ACN) | ACN | Oct 27 | Oct 28 | S | $100K–$250K |
| McDonald's Corporation Common Stock (MCD) | MCD | Oct 23 | Oct 24 | S | $100K–$250K |
| McDonald's Corporation Common Stock (MCD) | MCD | Oct 23 | Oct 24 | S | $1K–$15K |
| RBC 11.25% 30F DUE 10/16/30 | — | Oct 10 | Oct 13 | P | $1.0M–$5.0M |
| RBC 11.25% 30F DUE 10/16/30 | — | Oct 10 | Oct 13 | P | $500K–$1.0M |
| BNP Paribas MTN 4/9/2030 | — | Oct 9 | Oct 10 | S | $1.0M–$5.0M |
| BNP Paribas MTN 4/9/2030 | — | Oct 9 | Oct 10 | S | $250K–$500K |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) | STX | Oct 6 | Oct 7 | Spart | $15K–$50K |
| Eaton Corporation, PLC Ordinary Shares (ETN) | ETN | Oct 6 | Oct 7 | Spart | $15K–$50K |
| Microsoft Corporation - Common Stock (MSFT) | MSFT | Sep 26 | Sep 29 | Spart | $15K–$50K |
| Masimo Corporation - Common Stock (MASI) | MASI | Sep 26 | Sep 29 | S | $15K–$50K |
| Home Depot, Inc. (HD) | HD | Sep 26 | Sep 29 | Spart | $15K–$50K |
| Accenture plc Class A Ordinary Shares (ACN) | ACN | Sep 26 | Sep 29 | Spart | $15K–$50K |
| Goldman Sachs MTN 4/29/2030 | — | Apr 24 | Apr 25 | P | $250K–$500K |
| BNP Paribas MTN 4/9/2030 | — | Apr 4 | Apr 7 | P | $1.0M–$5.0M |
| BNP Paribas MTN 4/9/2030 | — | Apr 4 | Apr 4 | P | $250K–$500K |
| MORGAN STANLEY FIN LLC MTN ZERO CPN | — | Mar 31 | Apr 1 | S | $500K–$1.0M |
| FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | — | Jan 29 | Jan 30 | P | $100K–$250K |
| Johnson & Johnson Common Stock (JNJ) | JNJ | Dec 31 | Jan 2 | S | $100K–$250K |
| Intel Corporation - Common Stock (INTC) | INTC | Dec 31 | Jan 2 | S | $50K–$100K |
| Estee Lauder Companies, Inc. (EL) | EL | Dec 31 | Jan 2 | S | $15K–$50K |
| DexCom, Inc. - Common Stock (DXCM) | DXCM | Dec 31 | Jan 2 | S | $50K–$100K |
| Devon Energy Corporation Common Stock (DVN) | DVN | Dec 31 | Jan 2 | Spart | $250K–$500K |
| AGCO Corporation Common Stock (AGCO) | AGCO | Dec 31 | Jan 2 | S | $50K–$100K |
| Home Depot, Inc. (HD) | HD | Dec 12 | Dec 13 | P | $1K–$15K |
| Exxon Mobil Corporation Common Stock (XOM) | XOM | Dec 10 | Dec 11 | P | $1K–$15K |
| Citigroup MTN 9/1/2026 | — | Dec 3 | Dec 4 | S | $500K–$1.0M |