| Aug 10, 2026 | DIS | Sale (joint) | $15,001–$50,000 | 23 days · filing |
| Aug 5, 2026 | ALC | Sale | $1,001–$15,000 | 28 days · filing |
| Aug 5, 2026 | SOLS | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Aug 5, 2026 | PG | Sale (joint) | $1,001–$15,000 | 28 days · filing |
| Aug 5, 2026 | VSNT | Sale (joint) | $1,001–$15,000 | 8 days · filing |
| Aug 5, 2026 | OGN | Sale (joint) | $1,001–$15,000 | 8 days · filing |
| Aug 5, 2026 | DEO | Sale (joint) | $1,001–$15,000 | 6 days · filing |
| Aug 5, 2026 | KVUE | Sale (joint) | $1,001–$15,000 | 6 days · filing |
| Aug 5, 2026 | EL | Sale (joint) | $1,001–$15,000 | 6 days · filing |
| Aug 5, 2026 | CMCSA | Sale (joint) | $1,001–$15,000 | 6 days · filing |
| Aug 5, 2026 | MDLZ | Sale (joint) | $1,001–$15,000 | 6 days · filing |
| Jul 24, 2026 | TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09… | Buy (joint) | $100,001–$250,000 | 18 days · filing |
| Jul 24, 2026 | CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09… | Buy (joint) | $50,001–$100,000 | 18 days · filing |
| Jul 20, 2026 | GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500… | Buy (joint) | $15,001–$50,000 | 22 days · filing |
| Jul 20, 2026 | KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.0000… | Buy (joint) | $100,001–$250,000 | 22 days · filing |
| Jul 17, 2026 | OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000… | Buy (joint) | $15,001–$50,000 | 25 days · filing |
| Jul 17, 2026 | LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2… | Buy (joint) | $15,001–$50,000 | 25 days · filing |
| Jul 16, 2026 | EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000%… | Buy (joint) | $15,001–$50,000 | 26 days · filing |
| Jul 2, 2026 | XOM | Other (joint) | $100,001–$250,000 | 14 days · filing |
| Jun 29, 2026 | HONAV | Other (joint) | $15,001–$50,000 | 17 days · filing |
| May 8, 2026 | DVN | Other | $15,001–$50,000 | 26 days · filing |
| May 8, 2026 | CTRA | Other | $15,001–$50,000 | 26 days · filing |
| May 6, 2026 | MORGAN STANLEY FIN LLC MTN ZERO CPN | Sale | $1,000,001–$5,000,000 | 28 days · filing |
| Apr 29, 2026 | Goldman Sachs MTN 4/29/2030 | Sale (joint) | $250,001–$500,000 | 7 days · filing |
| Mar 24, 2026 | EXAS | Sale (dependent child) | $1,001–$15,000 | 13 days · filing |
| Mar 20, 2026 | MDT | Sale (joint) | $15,001–$50,000 | 17 days · filing |
| Mar 20, 2026 | PLD | Sale (joint) | $50,001–$100,000 | 17 days · filing |
| Mar 20, 2026 | TROW | Sale (joint) | $15,001–$50,000 | 17 days · filing |
| Mar 18, 2026 | SMA | Sale (joint) | $500,001–$1,000,000 | 19 days · filing |
| Mar 18, 2026 | TXN | Sale (joint) | $500,001–$1,000,000 | 19 days · filing |
| Mar 17, 2026 | BDX | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Mar 17, 2026 | CMCSA | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Mar 17, 2026 | KVUE | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Mar 17, 2026 | IVZ | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Mar 17, 2026 | MUA | Sale (joint) | $50,001–$100,000 | 20 days · filing |
| Mar 17, 2026 | CTSH | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Mar 16, 2026 | PRGS | Sale (joint) | $50,001–$100,000 | 21 days · filing |
| Mar 16, 2026 | IQV | Sale (joint) | $50,001–$100,000 | 21 days · filing |
| Mar 16, 2026 | ACN | Sale (joint) | $250,001–$500,000 | 21 days · filing |
| Mar 5, 2026 | ICLR | Sale (joint) | $100,001–$250,000 | 32 days · filing |
| Feb 9, 2026 | WAT | Other (joint) | $1,001–$15,000 | 25 days · filing |
| Jan 7, 2026 | ROYAL BANK OF CANADA 31F DUE 01/10/31 | Buy (joint) | $250,001–$500,000 | 43 days · filing |
| Dec 23, 2025 | UNH | Sale (joint) | $250,001–$500,000 | 31 days · filing |
| Oct 28, 2025 | BSX | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Oct 28, 2025 | HD | Sale | $1,001–$15,000 | 20 days · filing |
| Oct 28, 2025 | STX | Sale | $15,001–$50,000 | 20 days · filing |
| Oct 28, 2025 | ORLY | Sale (joint) | $1,001–$15,000 | 20 days · filing |
| Oct 28, 2025 | MSFT | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Oct 28, 2025 | CSX | Sale | $15,001–$50,000 | 20 days · filing |
| Oct 27, 2025 | ACN | Sale (joint) | $100,001–$250,000 | 21 days · filing |
| Oct 23, 2025 | MCD | Sale (joint) | $1,001–$15,000 | 25 days · filing |
| Oct 23, 2025 | MCD | Sale (joint) | $100,001–$250,000 | 25 days · filing |
| Oct 10, 2025 | Royal Bank of Canada | Buy (joint) | $1,000,001–$5,000,000 | 38 days · filing |
| Oct 10, 2025 | Royal Bank of Canada | Buy (joint) | $500,001–$1,000,000 | 38 days · filing |
| Oct 9, 2025 | BNP Paribas | Sale (joint) | $250,001–$500,000 | 39 days · filing |
| Oct 9, 2025 | BNP Paribas | Sale (joint) | $1,000,001–$5,000,000 | 39 days · filing |
| Oct 6, 2025 | STX | Sale | $15,001–$50,000 | 42 days · filing |
| Oct 6, 2025 | ETN | Sale | $15,001–$50,000 | 42 days · filing |
| Sep 26, 2025 | HD | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Sep 26, 2025 | ACN | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Sep 26, 2025 | MASI | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Sep 26, 2025 | MSFT | Sale (joint) | $15,001–$50,000 | 20 days · filing |
| Apr 24, 2025 | Goldman Sachs MTN 4/29/2030 | Buy (joint) | $250,001–$500,000 | 20 days · filing |
| Apr 4, 2025 | BNP Paribas MTN 4/9/2030 | Buy (joint) | $1,000,001–$5,000,000 | 40 days · filing |
| Apr 4, 2025 | BNP Paribas MTN 4/9/2030 | Buy (joint) | $250,001–$500,000 | 40 days · filing |
| Mar 31, 2025 | MORGAN STANLEY FIN LLC MTN ZERO CPN | Sale (joint) | $500,001–$1,000,000 | 23 days · filing |
| Jan 29, 2025 | FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLA… | Buy (joint) | $100,001–$250,000 | 16 days · filing |
| Dec 31, 2024 | DVN | Sale (joint) | $250,001–$500,000 | 15 days · filing |
| Dec 31, 2024 | DXCM | Sale (joint) | $50,001–$100,000 | 15 days · filing |
| Dec 31, 2024 | INTC | Sale (joint) | $50,001–$100,000 | 15 days · filing |
| Dec 31, 2024 | JNJ | Sale (joint) | $100,001–$250,000 | 15 days · filing |
| Dec 31, 2024 | EL | Sale (joint) | $15,001–$50,000 | 15 days · filing |
| Dec 31, 2024 | AGCO | Sale (joint) | $50,001–$100,000 | 15 days · filing |
| Dec 12, 2024 | HD | Buy (joint) | $1,001–$15,000 | 34 days · filing |
| Dec 10, 2024 | XOM | Buy (joint) | $1,001–$15,000 | 36 days · filing |
| Dec 3, 2024 | Citigroup MTN 9/1/2026 | Sale (joint) | $500,001–$1,000,000 | 43 days · filing |
| Nov 18, 2024 | FEDERAL FARM CREDIT BANKS FUNDING CORP 0.87500… | Sale (joint) | $100,001–$250,000 | 28 days · filing |
| Oct 29, 2024 | MCD | Buy (joint) | $100,001–$250,000 | 17 days · filing |
| Oct 3, 2024 | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10… | Sale (joint) | $1,000,001–$5,000,000 | 43 days · filing |
| Oct 3, 2024 | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10… | Sale (joint) | $100,001–$250,000 | 43 days · filing |
| Sep 23, 2024 | Citigroup MTN 9/1/2026 | Sale (joint) | $250,001–$500,000 | 23 days · filing |
| Jul 26, 2024 | Barclays Bank Series A MTN 1/22/27 | Sale (joint) | $250,001–$500,000 | 15 days · filing |
| Jul 19, 2024 | Bank Of Montreal MTN 4/19/27 | Sale (joint) | $250,001–$500,000 | 22 days · filing |
| Jul 8, 2024 | CB | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Jul 8, 2024 | Inland Real Estate Income Trust | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Apr 30, 2024 | JPM | Buy (joint) | $1,001–$15,000 | 12 days · filing |
| Apr 24, 2024 | TORONTO DOMINION BANK SER E NOTE 04/27/2029 | Buy (joint) | $250,001–$500,000 | 18 days · filing |
| Apr 8, 2024 | Inland Real Estate Income Trust | Buy (joint) | $1,001–$15,000 | 34 days · filing |
| Mar 29, 2024 | LMT | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Mar 28, 2024 | DVN | Buy (joint) | $15,001–$50,000 | 15 days · filing |
| Mar 28, 2024 | DVN | Buy (joint) | $1,001–$15,000 | 15 days · filing |
| Mar 28, 2024 | LIN | Buy (joint) | $1,001–$15,000 | 15 days · filing |
| Mar 25, 2024 | WMB | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Mar 22, 2024 | PXD | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Mar 21, 2024 | RTX | Buy (joint) | $1,001–$15,000 | 22 days · filing |
| Mar 21, 2024 | HD | Buy (joint) | $1,001–$15,000 | 22 days · filing |
| Mar 19, 2024 | UNH | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Mar 15, 2024 | NEE | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Mar 11, 2024 | EMR | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 11, 2024 | XOM | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 11, 2024 | ROK | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 5, 2024 | JNJ | Buy (joint) | $1,001–$15,000 | 38 days · filing |
| Feb 23, 2024 | CITIGROUP GLOBAL MKTS HLDGS IN SER N 0.00000%… | Sale (joint) | $250,001–$500,000 | 18 days · filing |
| Feb 20, 2024 | ACN | Buy (joint) | $1,001–$15,000 | 21 days · filing |
| Feb 15, 2024 | MMC | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Feb 14, 2024 | OKE | Buy (joint) | $1,001–$15,000 | 27 days · filing |
| Feb 13, 2024 | TXN | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Jan 31, 2024 | JPM | Buy (joint) | $1,001–$15,000 | 11 days · filing |
| Jan 12, 2024 | COST | Buy (joint) | $1,001–$15,000 | 30 days · filing |
| Jan 5, 2024 | Inland Real Estate Income Trust | Buy (joint) | $1,001–$15,000 | 37 days · filing |
| Jan 2, 2024 | VUZI | Sale (dependent child) | $1,001–$15,000 | 40 days · filing |
| Jan 2, 2024 | EXAS | Sale (dependent child) | $1,001–$15,000 | 40 days · filing |
| Oct 31, 2023 | JPM | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Oct 11, 2023 | CMP | Sale | $1,001–$15,000 | 37 days · filing |
| Oct 11, 2023 | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10… | Buy (joint) | $500,001–$1,000,000 | 37 days · filing |
| Oct 11, 2023 | VOD | Sale | $1,001–$15,000 | 37 days · filing |
| Oct 11, 2023 | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10… | Buy (joint) | $50,001–$100,000 | 37 days · filing |
| Oct 6, 2023 | Inland Real Estate Income Trust | Buy (joint) | $1,001–$15,000 | 42 days · filing |
| Sep 29, 2023 | DVN | Buy (joint) | $15,001–$50,000 | 14 days · filing |
| Sep 29, 2023 | DVN | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Sep 26, 2023 | MMP | Other (joint) | $50,001–$100,000 | 17 days · filing |
| Sep 26, 2023 | MMP | Other (joint) | $500,001–$1,000,000 | 17 days · filing |
| Sep 25, 2023 | WMB | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Sep 25, 2023 | MMP | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Sep 21, 2023 | PXD | Buy (joint) | $1,001–$15,000 | 22 days · filing |
| Sep 19, 2023 | UNH | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Sep 19, 2023 | LIN | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Sep 15, 2023 | NEE | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Sep 14, 2023 | HD | Buy (joint) | $1,001–$15,000 | 29 days · filing |
| Sep 11, 2023 | EMR | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Sep 11, 2023 | XOM | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Sep 11, 2023 | ROK | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Sep 7, 2023 | RTX | Buy (joint) | $1,001–$15,000 | 36 days · filing |
| Sep 7, 2023 | JNJ | Buy (joint) | $1,001–$15,000 | 36 days · filing |
| Aug 31, 2023 | US TREAS BILLS 08/31/2023 | Sale (joint) | $500,001–$1,000,000 | 7 days · filing |
| Aug 17, 2023 | CITIGROUP GLOBAL MKTS HLDGS IN SER N 0.00000%… | Buy (joint) | $500,001–$1,000,000 | 21 days · filing |
| Aug 15, 2023 | TXN | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Aug 15, 2023 | MMC | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Aug 15, 2023 | ACN | Buy (joint) | $1,001–$15,000 | 23 days · filing |
| Aug 14, 2023 | OKE | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Aug 14, 2023 | MMP | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Jul 31, 2023 | JPM | Buy (joint) | $1,001–$15,000 | 16 days · filing |
| Jul 28, 2023 | CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/202… | Sale (joint) | $250,001–$500,000 | 19 days · filing |
| Jul 20, 2023 | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 07… | Sale (joint) | $100,001–$250,000 | 27 days · filing |
| Jul 17, 2023 | FS Energy & Power Fund Common | Buy (joint) | $1,001–$15,000 | 30 days · filing |
| Jul 13, 2023 | Inland Real Estate Income Trust | Buy (joint) | $1,001–$15,000 | 34 days · filing |
| May 17, 2023 | ACN | Buy (joint) | $1,001–$15,000 | 27 days · filing |
| May 16, 2023 | TXN | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| May 15, 2023 | OKE | Buy (joint) | $1,001–$15,000 | 29 days · filing |
| May 15, 2023 | MMP | Buy (joint) | $1,001–$15,000 | 29 days · filing |
| May 11, 2023 | ABB | Buy (joint) | $1,001–$15,000 | 33 days · filing |
| Mar 31, 2023 | DVN | Buy (joint) | $1,001–$15,000 | 10 days · filing |
| Mar 31, 2023 | DVN | Buy (joint) | $15,001–$50,000 | 10 days · filing |
| Mar 28, 2023 | LIN | Buy (joint) | $1,001–$15,000 | 13 days · filing |
| Mar 27, 2023 | WMB | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Mar 24, 2023 | LMT | Buy (joint) | $1,001–$15,000 | 17 days · filing |
| Mar 23, 2023 | RTX | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Mar 23, 2023 | HD | Buy (joint) | $1,001–$15,000 | 18 days · filing |
| Mar 21, 2023 | UNH | Buy (joint) | $1,001–$15,000 | 20 days · filing |
| Mar 21, 2023 | UNITED STATES TREAS BILLS 3/21/2023 | Sale (joint) | $1,000,001–$5,000,000 | 20 days · filing |
| Mar 17, 2023 | PXD | Buy (joint) | $1,001–$15,000 | 24 days · filing |
| Mar 15, 2023 | NEE | Buy (joint) | $1,001–$15,000 | 26 days · filing |
| Mar 10, 2023 | EMR | Buy (joint) | $1,001–$15,000 | 31 days · filing |
| Mar 10, 2023 | ROK | Buy (joint) | $1,001–$15,000 | 31 days · filing |
| Mar 7, 2023 | JNJ | Buy (joint) | $1,001–$15,000 | 34 days · filing |
| Mar 3, 2023 | US TREAS BILLS 08/31/2023 | Buy (joint) | $250,001–$500,000 | 38 days · filing |
| Mar 3, 2023 | US TREAS BILLS 06/01/2023 | Buy (joint) | $250,001–$500,000 | 38 days · filing |
| Mar 3, 2023 | US TREAS BILLS 11/30/2023 | Buy (joint) | $250,001–$500,000 | 38 days · filing |
| Mar 1, 2023 | INTC | Buy (joint) | $1,001–$15,000 | 40 days · filing |
| Feb 22, 2023 | UNITED STATES TREAS BILLS 3/21/2023 | Buy (joint) | $1,000,001–$5,000,000 | 21 days · filing |
| Feb 15, 2023 | ACN | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Feb 14, 2023 | TXN | Buy (joint) | $1,001–$15,000 | 29 days · filing |
| Feb 14, 2023 | OKE | Buy (joint) | $1,001–$15,000 | 29 days · filing |
| Feb 14, 2023 | MMP | Buy (joint) | $1,001–$15,000 | 29 days · filing |
| Feb 1, 2023 | PXD | Sale (joint) | $1,000,001–$5,000,000 | 42 days · filing |
| Jan 31, 2023 | V | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | TMO | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | ADBE | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | PG | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | CMCSA | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | LOW | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | CRM | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | ICE | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | MDLZ | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | AMT | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | HON | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | INTC | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | DG | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | RTX | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | HD | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | DHR | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | TJX | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | RSG | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | JPM | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | JPM | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | JNJ | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | NEE | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | KO | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | PH | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | ROK | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | TXN | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | LMT | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | PSX | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | AMZN | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | BA | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | BLK | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | MSFT | Sale (joint) | $15,001–$50,000 | 14 days · filing |
| Jan 31, 2023 | ORLY | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | COST | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | ECL | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | MDT | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | NVS | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | LIN | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | EXAS | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | ACN | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | CB | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 31, 2023 | ICLR | Sale (joint) | $1,001–$15,000 | 14 days · filing |
| Jan 30, 2023 | FEDERAL FARM CREDIT 11/18/2024 | Buy (joint) | $100,001–$250,000 | 15 days · filing |
| Jan 30, 2023 | UNITED STATES TREAS BILLS 7/20/2023 | Buy (joint) | $50,001–$100,000 | 15 days · filing |
| Jan 30, 2023 | FEDL HOME LN MTG CRP 11/6/2023 | Buy (joint) | $100,001–$250,000 | 15 days · filing |
| Jan 17, 2023 | FS Energy & Power Fund Common | Buy (joint) | $1,001–$15,000 | 28 days · filing |
| Jan 9, 2023 | Inland Real Estate Income Trust | Buy (joint) | $1,001–$15,000 | 36 days · filing |
| Jan 4, 2023 | MSFT | Sale (joint) | $1,000,001–$5,000,000 | 41 days · filing |
| Dec 30, 2022 | DVN | Buy (joint) | $1,001–$15,000 | 14 days · filing |
| Dec 30, 2022 | DVN | Buy (joint) | $15,001–$50,000 | 14 days · filing |