John R. Curtis R

Republican representative for Utah (UT-3) (former), in the House since Nov 13, 2017.

Among all 440 members

Each dot is a member; Curtis is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2025–26

$862K

2023–24

$5.6M

2021–22

$2.2M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$862,033	$407,491	$454,500	$0	$0	$952,146	$698,570	$0	$0
2023–24	$5,640,856	$2,319,426	$2,047,723	$0	$0	$5,239,012	$788,683	$0	$0
2021–22	$2,158,235	$644,943	$1,412,050	$0	$0	$2,122,701	$386,839	$235,937	$0

FEC totals through Sep 30, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Utah versus everywhere else, each period.

From Utah
From out of state

2025–26

$332K

2023–24

$2.2M

2021–22

$282K

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

SUNRUN

$51K

NEXTERA ENERGY

$24K

BGR GROUP

$22K

INVARIANT

$19K

TIBER CREEK GROUP

$18K

STEEL & EISNER LLP

$17K

CONSTELLATION ENERGY

$17K

DELTA AIR LINES

$15K

BLUE DIAMOND CAPITAL

$15K

SUNDANCE BAY

$15K

CONSTELLATION

$15K

SQUIRE

$14K

The largest donors, and the numbers

Period	Itemized	Contributions	From UT	Retired donors
2025–26	$331,911	242	15%	6%
2023–24	$2,240,450	1,530	36%	15%
2021–22	$282,000	228	58%	9%

Donor	Where	Employer, occupation	Total
ARNOLD, LAURA	HOUSTON, TX	RETIRED, RETIRED	$22,700
ARNOLD, JOHN DOUGLAS	HOUSTON, TX	ARNOLD VENTURES LLC, OWNER	$16,900
STEEL, SHAWN	SURFSIDE, CA	STEEL & EISNER, LLP, ATTORNEY	$16,600
RICKS, STAN	PROVO, UT	SUNDANCE BAY, REAL ESTATE	$14,900
TEMPLETON, BILL	DALLAS, TX	SELF, INVESTMENTS	$14,900
CHIPMAN, RAYMOND	OREM, UT	SQUIRE, CPA	$14,300
CROTTY, THOMAS	SCOTTSDALE, AZ	RETIRED, RETIRED	$13,600
CLARKE, JAMES	PROVO, UT	CLARKE CAPITAL, INVESTOR	$13,400
WALTON, LUKAS	, ?	SELF-EMPLOYED, PHILANTHROPIST	$13,400
FRANK, JIM	WINNETKA, IL	2FILLC, EXE	$13,200
LESUEUR, ATHELIA	HOLLADAY, UT	RETIRED, RETIRED	$13,200
WEINER, KANE	HOUSTON, TX	TEXAS CRUDE ENERGY, LLC, PRESIDENT	$11,600
WINKEL, ADAM	NEW YORK, NY	JANE STREET CAPITAL, TECHNOLOGY MANAGER	$10,500
HALLORAN, MICHAEL	DRAPER, UT	DIATHRIVE, PRESIDENT	$10,300
MABEY, JAMES	FARMINGTON, UT	RETIRED, RETIRED	$10,100
BARNARD, HAYES	AUSTIN, TX	GOODLEAP, FOUNDER, CHAIRMAN, CEO	$10,000
MURDOCK, KENT	LAYTON, UT	MURDOCK CHEVROLET, PRES.	$10,000
RICHARDSON, ANDREW	LINDON, UT	E VENTURES ASSOCIATES, CEO	$10,000
SHUMWAY, CHAD	MAPLETON, UT	TEXAS UNITED ENERGY WORKERS HEALTHCARE, HEALTH CARE	$10,000
WOODBURY, CARIE	SALT LAKE CITY, UT	SELF, HOMEMAKER	$10,000
CLARKE, ANDREA	PROVO, UT	HOMEMAKER, HOMEMAKER	$9,900
CROCKETT, NICHOLAS	SILVER SPRING, MD	CAPITOL GOVERNMENT SOLUTIONS, LLC, ATTORNEY/LOBBYIST	$9,900
DARIVOFF, PHILIP	MILLBURN, NJ	INVESTMENT MANAGEMENT, VIBRANT CAPITAL PARTNERS	$9,900
FUGAL, BRANDON	PLEASANT GROVE, UT	COLLIERS, CHAIRMAN	$9,900
IWANOWSKI, RAYMOND	NEW YORK, NY	SECOR ASSET MANAGEMENT, INVESTMENT MANAGEMENT	$9,900

Their biggest PAC and party givers

EDWARDS LIFESCIENCES

$30K

1-800 CONTACTS, INC.

$26K

MONROE ENERGY LLC FUELING THE CLIMB POLITICAL ACTION COMMITTEE

$25K

CONSTELLATION ENERGY CORPORATION

$25K

CHARTER COMMUNICATIONS INC.

$25K

REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC

$22K

NATIONAL ASSOCIATION OF REALTORS

$21K

COUNCIL OF INSURANCE AGENTS & BROKERS

$20K

TEVA PHARMACEUTICALS USA, INC.

$20K

NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC)

$20K

All 25

Committee	Connected organization	Total	Gifts
EDWARDS LIFESCIENCES POLITICAL ACTION COMMITTEE (A.K.A. EDWARDS PAC)	EDWARDS LIFESCIENCES	$30,000	7
1-800 CONTACTS, INC. PAC	1-800 CONTACTS, INC.	$26,000	7
DELTA AIR LINES PAC	MONROE ENERGY LLC FUELING THE CLIMB POLITICAL ACTION COMMITTEE	$25,000	9
CONSTELLATION ENERGY CORPORATION EMPLOYEE POLITICAL ACTION COMMITTEE (CEPAC)	CONSTELLATION ENERGY CORPORATION	$25,000	8
CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE	CHARTER COMMUNICATIONS INC.	$25,000	8
REPUBLICAN GOVERNANCE GROUP/TUESDAY GROUP PAC	NONE	$22,000	17
NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE	NATIONAL ASSOCIATION OF REALTORS	$21,000	9
THE COUNCIL OF INSURANCE AGENTS & BROKERS POLITICAL ACTION COMMITTEE	COUNCIL OF INSURANCE AGENTS & BROKERS	$20,000	7
TEVA PHARMACEUTICALS USA INC. POLITICAL ACTION COMMITTEE (TEVA PAC)	TEVA PHARMACEUTICALS USA, INC.	$20,000	11
NCTA - THE INTERNET & TELEVISION ASSOCIATION POLITICAL ACTION COMMITTEE (NCTAPAC)		$20,000	4
NATIONAL AUTOMOBILE DEALERS ASSOCIATION POLITICAL ACTION COMMITTEE	NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$20,000	4
HONEYWELL INTERNATIONAL POLITICAL ACTION COMMITTEE	HONEYWELL INTERNATIONAL	$20,000	14
GOOGLE LLC NETPAC	GOOGLE LLC	$20,000	7
COX ENTERPRISES PAC (COXPAC) INC.		$20,000	6
COMCAST CORPORATION & NBCUNIVERSAL POLITICAL ACTION COMMITTEE - FEDERAL	COMCAST CORPORATION	$20,000	6
CHEVRON EMPLOYEES POLITICAL ACTION COMMITTEE - CHEVRON CORPORATION	CHEVRON CORPORATION	$20,000	5
BIPARTISAN CLIMATE FUND	NONE	$20,000	9
AMERICAN BANKERS ASSOCIATION PAC (BANKPAC)	AMERICAN BANKERS ASSOCIATION (ABA)	$20,000	6
MOLINA HEALTHCARE, INC. PAC	MOLINA HEALTHCARE INC	$19,000	8
COEUR MINING, INC. PAC	COEUR MINING, INC.	$18,000	5
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. POLITICAL ACTION COMMITTEE (INSURPAC)	INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC.	$17,000	9
EDISON INTERNATIONAL PAC	EDISON INTERNATIONAL	$17,000	12
DOMINION ENERGY, INC. POLITICAL ACTION COMMITTEE - DOMINION PAC	DOMINION ENERGY, INC.	$16,500	10
ELEVANCE HEALTH, INC. POLITICAL ACTION COMMITTEE (ELEVANCE HEALTH PAC)	ELEVANCE HEALTH, INC.	$16,000	11
T-MOBILE US, INC. POLITICAL ACTION COMMITTEE (T-PAC)	T-MOBILE US, INC. POLITICAL ACTION COMMITTEE (T-PAC)	$15,500	9

Outside spending for and against them

Against them
For them

All of it

$236K

Who spent it

CLEARPATH ACTION FUND, INC.

$125K

DEFENDING MAIN STREET SUPERPAC INC.

$86K

CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS INC.

$20K

BIPARTISAN CLIMATE ACTION FUND

$4,481

See the data

Spender	For or against	Total	Reports
CLEARPATH ACTION FUND, INC.	for	$125,000	4
DEFENDING MAIN STREET SUPERPAC INC.	for	$86,456	2
CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS INC.	for	$20,000	1
BIPARTISAN CLIMATE ACTION FUND	for	$4,481	1

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

KELLEY DRYE & WARREN LLP

$60K

K&L GATES, LLP

$58K

NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.

$55K

T-MOBILE USA, INC.

$38K

BERKSHIRE HATHAWAY ENERGY

$38K

AT&T SERVICES, INC. AND ITS AFFILIATES

$38K

HONEYWELL INTERNATIONAL

$35K

GOOGLE CLIENT SERVICES LLC

$35K

CHARTER COMMUNICATIONS, INC.

$33K

CONSTELLATION ENERGY GENERATION, LLC

$32K

All 25

Registrant	Total	Items	First	Latest
KELLEY DRYE & WARREN LLP	$60,000	29	May 5, 2021	Dec 20, 2023
K&L GATES, LLP	$58,000	54	Jun 23, 2021	Jun 27, 2024
NATIONAL MULTIFAMILY HOUSING COUNCIL, INC.	$54,500	5	Oct 6, 2022	Nov 5, 2025
T-MOBILE USA, INC.	$38,000	21	Feb 26, 2021	Sep 17, 2025
BERKSHIRE HATHAWAY ENERGY	$37,500	14	Mar 22, 2021	Jul 31, 2025
AT&T SERVICES, INC. AND ITS AFFILIATES	$37,500	14	Apr 30, 2021	Oct 31, 2025
HONEYWELL INTERNATIONAL	$35,000	20	Jun 9, 2021	Mar 25, 2025
GOOGLE CLIENT SERVICES LLC	$35,000	10	Mar 5, 2021	Nov 9, 2023
CHARTER COMMUNICATIONS, INC.	$32,500	8	Apr 8, 2021	Nov 30, 2023
CONSTELLATION ENERGY GENERATION, LLC	$32,020	13	Mar 26, 2022	Feb 3, 2025
AMERICAN CABLE ASSOCIATION, INC. DBA ACACONNECTS	$31,000	10	Jun 30, 2021	Sep 17, 2025
ASTRAZENECA PHARMACEUTICALS LP	$28,000	19	Jul 29, 2021	Nov 16, 2023
NCTA - THE INTERNET & TELEVISION ASSOCIATION	$27,500	6	Mar 25, 2021	Nov 8, 2023
NATIONAL AUTOMOBILE DEALERS ASSOCIATION	$27,500	6	Aug 17, 2021	Nov 25, 2025
1-800 CONTACTS, INC.	$27,500	6	Aug 10, 2021	Nov 20, 2023
INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA	$27,000	12	May 19, 2021	Jun 11, 2025
CAMBIA HEALTH SOLUTIONS	$27,000	10	May 9, 2021	May 24, 2024
DOMINION ENERGY, INC.	$26,500	15	Jun 16, 2021	Nov 30, 2023
EDISON INTERNATIONAL	$26,000	15	Jun 28, 2021	Dec 12, 2025
DUKE ENERGY CORPORATION	$26,000	14	Jul 14, 2021	Feb 24, 2025
AMERICAN EXPRESS COMPANY	$26,000	10	Aug 23, 2022	Mar 4, 2025
NATIONAL ASSOCIATION OF BROADCASTERS	$25,500	7	Feb 8, 2021	Dec 7, 2023
COMCAST CORPORATION	$25,500	11	Feb 9, 2021	Sep 21, 2025
THE AES CORPORATION	$25,000	16	Jun 26, 2023	Jun 18, 2025
TEVA PHARMACEUTICALS USA, INC.	$25,000	10	Mar 24, 2021	Nov 13, 2024

How they've voted lately

Nothing on record.

What they sponsor bills about

119th Congress: 55 sponsored, 1 became law · 118th Congress: 50 sponsored, 3 became law · 117th Congress: 36 sponsored, 0 became law

International Affairs

Public Lands and Natural Resources

Science, Technology, Communications

Energy

Health

Environmental Protection

Commerce

Taxation

Their bills

Bill	Latest action
S.J.Res. 31Public Law 119-20 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule s	Jun 20, 2025 Became Public Law No: 119-20.
H.R. 7872Public Law 118-183 Colorado River Salinity Control Fix Act	Dec 23, 2024 Became Public Law No: 118-183.
H.R. 6395Public Law 118-233 Recognizing the Importance of Critical Minerals in Healthcare Act of 2023	Jan 4, 2025 Became Public Law No: 118-233.
H.R. 4094Public Law 118-169 Great Salt Lake Stewardship Act	Dec 23, 2024 Became Public Law No: 118-169.
S. 5645 Data Center Community Empowerment Act of 2026	Sep 30, 2026 Read twice and referred to the Committee on Energy and Natural Resources.
S. 5668 Methane Monitoring Science Act of 2026	Sep 30, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5674 Recycled Materials Attribution Act of 2026	Sep 30, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5400 STRIDE Act	Sep 15, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 5330 Critical Mineral and Extraction Tax Parity Act	Aug 6, 2026 Read twice and referred to the Committee on Finance.
S. 5181 MAP Roads Act	Jul 30, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5197 State-Sponsored Visa Pilot Program Act of 2026	Jul 30, 2026 Read twice and referred to the Committee on the Judiciary.
S. 5153 Federal Trade Commission Governance Reform Act	Jul 28, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 5114 PATH Act	Jul 23, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S.Res. 812 A resolution recognizing the 179th anniversary of the arrival of pioneers belonging to The Church of Jesus Christ of Lat	Jul 23, 2026 Referred to the Committee on the Judiciary. (text: CR S4268-4269)
S. 5045 Wildfire Emissions Prevention Act of 2026	Oct 5, 2026 Held at the desk.
S. 4855 SAFE KIDS Act	Jun 23, 2026 Read twice and referred to the Committee on Commerce, Science, and Transportation.
S. 4665 BANNED in Latin America Act	Jul 27, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 514.
S. 4523 A bill to designate the facility of the United States Postal Service located at 111 South Tremont Street in Tremonton, U	Sep 14, 2026 Placed on Senate Legislative Calendar under General Orders. Calendar No. 587.
S. 4371 TECH Act	Apr 22, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 4294 Taiwan Relations Reinforcement Act	Apr 14, 2026 Read twice and referred to the Committee on Foreign Relations.
S. 4012 Fiscal Commission Act	Mar 5, 2026 Read twice and referred to the Committee on Rules and Administration.
S. 3989 Community TEAMS Act of 2026	Mar 4, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 3963 Rural Emergency Response Support Act	Mar 3, 2026 Read twice and referred to the Committee on Health, Education, Labor, and Pensions.
S. 3800 ePermit Act	Feb 5, 2026 Read twice and referred to the Committee on Environment and Public Works.
S. 3502 Timeshare Transparency Act	Dec 16, 2025 Read twice and referred to the Committee on Commerce, Science, and Transportation.

Congress	Sponsored	Became law	Cosponsored
119th	55	1	241
118th	50	3	194
117th	36	0	197

2 former staff now lobbying

REBEKAH RODRIGUEZ

BOUNDARY STONE PARTNERS

4 clients

RYAN LEAVITT

BARKER LEAVITT, PLLC (SKA MR. JAMES C. BARKER)

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
REBEKAH RODRIGUEZ	Senior Legislative Assistant; Rep. John Curtis, Staff Assistant; USDA Office of the Under Secretary of Natural Resources and Environment.	BOUNDARY STONE PARTNERS	4	2022
RYAN LEAVITT	Special Assistant/Law Clerk- Sen. Mike Lee/Sen. Jud. Committee; Staff Assistant/Legislative Correspondent- Sen. Dean Heller; Council- Sen. Orrin Hatch/Sen. Jud. Committee; Deputy Chief of Staff/Leg Dir.- Rep. John Curtis; Leg. Dir.- Sen. Josh Hawley	BARKER LEAVITT, PLLC (SKA MR. JAMES C. BARKER)	1	2022

Holdings and trades

$2.7M – $48.9Mnet worth, 2023 report

309trades on their reports

12 of 205trades reported after 45 days

14 daystypical time to report a trade

0reports filed on paper

3filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2023 report

Action Opportunity Fund

Real Estate · Self

$5.0M+

Peg Opportunity Zone

Business Entity · Self

$1.0M+

Provo Rental (Provo, UT)

Real Estate · Self

$1.0M+

Sundance Debt Partners, LLC

Business Entity · Self

$1.0M+

ATI Founders, Inc. (shooting range equipment)

Business Entity · Self

$500K+

North Ogden Residential Property

Real Estate · Self

$500K+

Peak Ventures Fund II, L.P.

Investment Fund · Self

$500K+

TriState Capital Holdings, Inc.

Other · Self

$500K+

Parcel #16-044-0006

Real Estate · Self

$250K+

John Reem Curtis, SPE, LLC (North Ogden, UT)

Real Estate · Self

$250K+

IVV - iShares Core S&P 500

Mutual Funds · Self

$250K+

IEFA - iShares Core MSCI EAFE

Mutual Funds · Joint

$250K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Action Opportunity Fund	Real Estate	Self	$5.0M – $25.0M	None: —
Peg Opportunity Zone	Business Entity	Self	$1.0M – $5.0M	None: —
Provo Rental (Provo, UT)	Real Estate	Self	$1.0M – $5.0M	Rent: $1,001 – $2,500
Sundance Debt Partners, LLC	Business Entity	Self	$1.0M – $5.0M	Interest: $100K – $1.0M
ATI Founders, Inc. (shooting range equipment)	Business Entity	Self	$500K – $1.0M	None: —
North Ogden Residential Property	Real Estate	Self	$500K – $1.0M	Rent: $1,001 – $2,500
Peak Ventures Fund II, L.P.	Investment Fund	Self	$500K – $1.0M	None: —
TriState Capital Holdings, Inc.	Other	Self	$500K – $1.0M	None: —
Parcel #16-044-0006	Real Estate	Self	$250K – $500K	None: —
John Reem Curtis, SPE, LLC (North Ogden, UT)	Real Estate	Self	$250K – $500K	Rent: $15K – $50K
IVV - iShares Core S&P 500	Mutual Funds	Self	$250K – $500K	Dividends: $2,501 – $5,000
IEFA - iShares Core MSCI EAFE	Mutual Funds	Joint	$250K – $500K	Capital Gains: $5,001 – $15K
Bear Lake Rental (Garden City, UT)	Real Estate	Self	$100K – $250K	Rent: $2,501 – $5,000
IEFA - iShares Core MSCI EAFE	Mutual Funds	Self	$100K – $250K	Dividends: $5,001 – $15K
Vanguard Total Bond Market ETF	Mutual Funds	Joint	$100K – $250K	None: —
VO - Vanguard Mid-Cap Index Fund	Mutual Funds	Joint	$100K – $250K	Capital Gains: $1,001 – $2,500
QQ Corpus Christi	Business Entity	Self	$100K – $250K	Distributions: $15K – $50K
QQRGV	Business Entity	Self	$100K – $250K	None: —
Monticello Development Company, LLC - unimproved land	Real Estate	Self	$50K – $100K	None: —
AGG - iShares Core US Aggregate Bond	Investment Fund	Self	$50K – $100K	None: —
Dodix - Dodge & Cox Income Fund	Mutual Funds	Self	$50K – $100K	None: —
IEMG - iShares Core MSCI Emerging Markets	Mutual Funds	Self	$50K – $100K	Dividends: $2,501 – $5,000
VBTLX - Vanguard Total BD MKT Idx Fund	Mutual Funds	Self	$50K – $100K	Capital Gains, Dividends: $1 – $200
VO - Vanguard Mid-Cap Index Fund	Mutual Funds	Self	$50K – $100K	Dividends: $201 – $1,000
Fvadx - Franklin Small-Cap Value Fund Advisor Clas	Mutual Funds	Joint	$50K – $100K	Tax-Deferred: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Vanguard Total Bond Market ETF (BND)

2022–2023 · $210K – $550K

6 trades

Matthews Pacific Tiger Fund Insti Class (MIPTX)

2022–2023 · $76K – $265K

6 trades

Goldman Sachs International Small Cap Insights Fund (GICIX)

2021–2022 · $250K – $500K

5 trades

iShares Inc. MSCI Eurozone ETF (EZU)

2021–2022 · $166K – $365K

5 trades

Microsoft Corporation (MSFT)

2021–2023 · $19K – $110K

5 trades

Advanced Micro Devices, Inc. (AMD)

2021–2023 · $5,005 – $75K

5 trades

Hilton Worldwide Holdings Inc. (HLT)

2021–2023 · $5,005 – $75K

5 trades

T-Mobile US, Inc. (TMUS)

2021–2023 · $5,005 – $75K

5 trades

UnitedHealth Group Incorporated Common Stock (UNH)

2021–2023 · $5,005 – $75K

5 trades

Vanguard Intl Equity Index Funds (VSS)

2022–2022 · $200K – $400K

4 trades

Their latest 300 of 309 trades

Date	Asset	Trade	Owner	Amount	Days to report
2023-12-21	PIMCO Income Fund Class I-2 via Northwestern Mutual - SC	Purchase	Spouse	$1,001 – $15K	annual
2023-12-04	Zoetis Inc. Class A via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Visa Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Valero Energy Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	UnitedHealth Group Incorporated Common Stock via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Union Pacific Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	T-Mobile US, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Thermo Fisher Scientific Inc via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Texas Instruments Incorporated via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Starbucks Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Sherwin-Williams Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Salesforce, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	S&P Global Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	RTX Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Procter & Gamble Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Pepsico, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Palo Alto Networks, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	NVIDIA Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Nike, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Microsoft Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$15K – $50K	11
2023-12-04	Meta Platforms, Inc. - Class A via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Mastercard Incorporated via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Lam Research Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	KLA Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	JP Morgan Chase & Co. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Intercontinental Exchange Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Honeywell International Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Home Depot, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Hilton Worldwide Holdings Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Goldman Sachs Group, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Fiserv, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Emerson Electric Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Eli Lilly and Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Elevance Health, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Edwards Lifesciences Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Deere & Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Danaher Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	CSX Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Costco Wholesale Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Constellation Brands, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	ConocoPhillips via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Comcast Corporation - Class A via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Coca-Cola Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Chipotle Mexican Grill, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Chevron Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Caterpillar, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Boston Scientific Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	BlackRock, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Berkshire Hathaway Inc. New via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	AutoZone, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Applied Materials, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Apple Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	American Express Company via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Amazon.com, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$15K – $50K	11
2023-12-04	Alphabet Inc. - Class C Capital Stock via Northwestern Mutual - Joint	Sale (Full)	Joint	$15K – $50K	11
2023-12-04	Advanced Micro Devices, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Adobe Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-12-04	Abbott Laboratories via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-11-09	Winnebago CNTY Wis Go Prom NTS 5.000% 04/01/24 via Northwestern Mutual - Joint	Purchase	Joint	$15K – $50K	7
2023-10-11	Vanguard Total Bond Market ETF	Purchase	Self	$100K – $250K	annual
2023-10-11	Schwab U.S. REIT ETF	Purchase	Self	$50K – $100K	annual
2023-09-25	PIMCO Income Fund Class I-2 via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2023-09-23	iShares Gold Trust Shares of the iShares Gold Trust via Northwestern Mutual - SC	Sale (Full)	Spouse	$1,001 – $15K	annual
2023-09-23	iShares Gold Trust Shares of the iShares Gold Trust via Northwestern Mutual - Joint	Sale (Full)	Joint	$15K – $50K	annual
2023-09-23	iShares Gold Trust Shares of the iShares Gold Trust via Northwestern Mutual	Sale (Full)	Self	$15K – $50K	annual
2023-09-22	Texas ST Go Mobility FD BDS a 4.000% 10/01/34 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	12
2023-09-19	Matthews Pacific Tiger Fund Insti Class	Sale (Full)	Self	$15K – $50K	annual
2023-09-13	Waste Management, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	21
2023-09-13	Union Pacific Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	21
2023-09-13	Palo Alto Networks, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2023-09-13	Johnson & Johnson via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	21
2023-09-13	Emerson Electric Company via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2023-09-13	Eli Lilly and Company via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2023-09-13	Adobe Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	21
2023-09-13	Abbott Laboratories via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2023-06-21	Valero Energy Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	47
2023-06-21	UnitedHealth Group Incorporated Common Stock via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	47
2023-06-21	T-Mobile US, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	47
2023-06-21	Sysco Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	47
2023-06-21	Sherwin-Williams Company via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	47
2023-06-21	Microsoft Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	-19
2023-06-21	Lam Research Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	47
2023-06-21	Edwards Lifesciences Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	47
2023-06-21	Coca-Cola Company via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	47
2023-06-21	Applied Materials, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	47
2023-06-21	Advanced Micro Devices, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	47
2023-05-11	Microsoft Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	annual
2023-05-08	iShares 7-10 Year Treasury Bond ETF via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2023-04-27	Union CNTY N C LTD Oblig Ref BDS 2023 5.000% 12/01/25 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	13
2023-04-26	Visa Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	14
2023-04-26	Starbucks Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	14
2023-04-26	NVIDIA Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	14
2023-04-26	Mastercard Incorporated via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	14
2023-04-26	Elevance Health, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	14
2023-04-26	Edwards Lifesciences Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	14
2023-04-26	CSX Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	14
2023-04-26	Caterpillar, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	14
2023-04-26	Boston Scientific Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	14
2023-04-26	Berkshire Hathaway Inc. New via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	14
2023-03-16	First Republic Bank via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	11
2023-03-16	Berkshire Hathaway Inc. New via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	11
2023-03-16	Bank of America Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	11
2023-03-14	Oak Creek Wis NT Antic NTS 2023 B 4.000% 04/01/26 via Northwestern Mutual - Joint	Purchase	Joint	$15K – $50K	13
2023-02-23	UnitedHealth Group Incorporated Common Stock via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Thermo Fisher Scientific Inc via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Raytheon Technologies Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Procter & Gamble Company via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	NVIDIA Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Microsoft Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Meta Platforms, Inc. - Class A via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Mastercard Incorporated via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	JP Morgan Chase & Co. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Johnson & Johnson via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Costco Wholesale Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Chevron Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Boston Scientific Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Apple Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Amazon.com, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-23	Alphabet Inc. - Class A via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	18
2023-02-15	Curtis Family Georgetown Condo, LLC	Sale (Full)	Self	$250K – $500K	annual
2023-01-27	Oshkosh Wis Area SCH Dist Go Prom NTS 2022 2.625% 03/01/27 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	17
2022-12-30	VSS - Vanguard Intl Equity Index Funds via Northwestern Mutual	Sale (Partial)	Self	$50K – $100K	annual
2022-12-30	VNQ - Vanguard Index FDS Real Estate via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-12-30	SCHH - Schwab Strategic TR US REIT via Northwestern Mutual	Sale (Partial)	Self	$50K – $100K	annual
2022-12-30	SCHE - Schwab Strategic TR Emerging Markets via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-12-30	Iemg - iShares Inc Core MSCI Emerging MKTS via Northwestern Mutual	Purchase	Self	$1,001 – $15K	annual
2022-12-29	MIPTX - Matthews Pacific Tiger Fund via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-12-29	GICIX - Goldman Sachs Intl Small Cap Insights via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-12-29	Csdix - Cohen & Steers Real Estate Securities Fund Class I via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-12-20	Zoetis Inc. Class A via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2022-12-20	UnitedHealth Group Incorporated Common Stock via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	21
2022-12-20	JP Morgan Chase & Co. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	21
2022-12-20	Fiserv, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	21
2022-12-20	First Republic Bank via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2022-12-20	Elevance Health, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	21
2022-12-20	Bank of America Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	21
2022-12-20	Advanced Micro Devices, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	21
2022-11-25	VNQ - Vanguard Index FDS Real Estate via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-11-25	SCHH - Schwab Strategic TR US REIT via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-11-25	IEF - IShares TR 7-10 Yr Treas Bd via Northwestern Mutual	Sale (Full)	Self	$1,001 – $15K	annual
2022-11-25	BND - Vanguard Total Bond Market via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-11-25	AGG - IShares TR Core US Aggregate via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-11-23	Csdix - Cohen & Steers Real Estate Securities Fund Class I via Northwestern Mutual	Sale (Full)	Self	$15K – $50K	annual
2022-11-21	VSS - Vanguard Intl Equity Index Funds via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-11-21	SCHE - Schwab Strategic TR Emerging Markets via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-11-21	Iemg - iShares Inc Core MSCI Emerging MKTS via Northwestern Mutual	Sale (Partial)	Self	$1,001 – $15K	annual
2022-11-18	MIPTX - Matthews Pacific Tiger Fund via Northwestern Mutual	Sale (Full)	Self	$15K – $50K	annual
2022-11-18	GICIX - Goldman Sachs Intl Small Cap Insights via Northwestern Mutual	Sale (Full)	Self	$50K – $100K	annual
2022-11-15	MDY - SPDR S&P Midcap 400 via Northwestern Mutual - SC	Purchase	Spouse	$1,001 – $15K	annual
2022-11-15	MDY - SPDR S&P Midcap 400 via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-11-14	PFPMX - Parnassus Mid-Cap Fund Institutional Class 5 via Northwestern Mutual - SC	Sale (Full)	Spouse	$1,001 – $15K	annual
2022-11-14	PFPMX - Parnassus Mid-Cap Fund Institutional Class 5 via Northwestern Mutual	Sale (Full)	Self	$15K – $50K	annual
2022-11-10	IEFA - IShares TR Core MSCIEAFE via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-10-29	AGG - IShares TR Core US Aggregate via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-10-28	Columbus Ohio Go BDS 2018 a 5.000% 04/01/23 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	12
2022-10-21	Waste Management, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	19
2022-10-21	T-Mobile US, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	19
2022-10-21	Chipotle Mexican Grill, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	19
2022-10-21	Adobe Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	19
2022-10-21	Abbott Laboratories via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	19
2022-10-19	Vo - Vanguard Index FDS Vanguard Mid-Cap via Northwestern Mutual	Purchase	Self	$1,001 – $15K	annual
2022-10-19	IAU - IShares GOLD TR via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-10-18	MIPTX - Matthews Pacific Tiger Fund via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-09-26	IJR - IShares TR CORE S&P SMALL-CAP via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-09-23	Fvadx - Franklin Small-Cap Value Fund Advisor Clas via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-09-14	Mecklenberg CNTY N C Pub Impt BDS 2018 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	6
2022-09-12	VGK - Vanguard Intl Equity Index Fund via Northwestern Mutual	Sale (Full)	Self	$50K – $100K	annual
2022-09-12	EZU - Ishares Inc MSCI Eurozone via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-09-09	SCHF - Schwab Strategic TR Intl Equity via Northwestern Mutual	Sale (Full)	Self	$1,001 – $15K	annual
2022-09-09	IEFA - IShares TR Core MSCIEAFE via Northwestern Mutual	Purchase	Self	$1,001 – $15K	annual
2022-08-12	Sysco Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	3
2022-08-12	Starbucks Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	3
2022-08-12	AutoZone, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	3
2022-08-05	Ulta Beauty, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	10
2022-08-04	IEF - IShares TR 7-10 Yr Treas Bd via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-08-04	BND - Vanguard Total Bond Market via Northwestern Mutual	Sale (Full)	Self	$15K – $50K	annual
2022-08-01	SCHF - Schwab Strategic TR Intl Equity via Northwestern Mutual	Purchase	Self	$1,001 – $15K	annual
2022-08-01	IEFA - IShares TR Core MSCIEAFE via Northwestern Mutual	Sale (Partial)	Self	$1,001 – $15K	annual
2022-07-28	Schwab International Equity ETF via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	18
2022-07-08	VGK - Vanguard Intl Equity Index Fund via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-07-08	EZU - Ishares Inc MSCI Eurozone via Northwestern Mutual	Sale (Full)	Self	$50K – $100K	annual
2022-06-28	Zoetis Inc. Class A via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	10
2022-06-28	Valero Energy Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	10
2022-06-28	Target Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	10
2022-06-28	Salesforce, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	10
2022-06-28	Morgan Stanley via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	10
2022-06-28	Johnson & Johnson via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	10
2022-06-28	Intuitive Surgical, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	10
2022-06-28	Goldman Sachs Group, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	10
2022-06-28	Deere & Company via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	10
2022-06-28	Constellation Brands, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	10
2022-06-28	AutoZone, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	10
2022-06-27	IEF - IShares TR 7-10 Yr Treas Bd via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-06-27	BND - Vanguard Total Bond Market via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-05-12	SCHE - Schwab Strategic TR Emerging Markets via Northwestern Mutual	Sale (Full)	Self	$1,001 – $15K	annual
2022-05-12	BND - Vanguard Total Bond Market via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-05-12	AGG - IShares TR Core US Aggregate via Northwestern Mutual	Purchase	Self	$15K – $50K	annual
2022-05-11	MIPTX - Matthews Pacific Tiger Fund via Northwestern Mutual	Purchase	Self	$1,001 – $15K	annual
2022-05-09	VSS - Vanguard Intl Equity Index Funds via Northwestern Mutual	Sale (Partial)	Self	$50K – $100K	annual
2022-05-06	GICIX - Goldman Sachs Intl Small CAp Insights via Northwestern Mutual	Purchase	Self	$50K – $100K	annual
2022-04-25	VGK - Vanguard Intl Equity Index Fund via Northwestern Mutual	Sale (Partial)	Self	$50K – $100K	annual
2022-04-25	EZU - Ishares Inc MSCI Eurozone	Purchase	Self	$50K – $100K	annual
2022-04-06	SCHE - Schwab Strategic TR Emerging Markets	Purchase	Self	$15K – $50K	annual
2022-04-06	AGG - IShares TR Core US Aggregate via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-04-06	BND - Vanguard Total Bond Market	Purchase	Self	$15K – $50K	annual
2022-04-05	MIPTX - Matthews Pacific Tiger Fund via Northwestern Mutual	Sale (Partial)	Self	$15K – $50K	annual
2022-03-25	VSS - Vanguard Intl Equity Index Funds	Purchase	Self	$50K – $100K	annual
2022-03-24	GICIX - Goldman Sachs Intl Small Cap Insights via Northwestern Mutual	Sale (Partial)	Self	$50K – $100K	annual
2022-03-09	Anthem, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	516
2022-03-09	Union Pacific Corporation via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-03-09	T-Mobile US, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	Target Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	S&P Global Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	Progressive Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	annual
2022-03-09	Morgan Stanley via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	Monster Beverage Corporation via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	annual
2022-03-09	Johnson & Johnson via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	Intercontinental Exchange Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	Hilton Worldwide Holdings Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-03-09	Danaher Corporation via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-03-09	Comcast Corporation - Class A via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-03-09	American Express Company via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-02-09	TIP - IShares TR Tips Bd via Northwestern Mutual	Sale (Full)	Self	$15K – $50K	annual
2022-01-25	VEA - Vanguard Intl Fund via Northwestern Mutual	Sale (Full)	Self	$50K – $100K	annual
2022-01-14	Morgan Stanley via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-01-14	Citigroup, Inc. via Northwestern Mutual - Joint	Sale (Full)	Joint	$1,001 – $15K	annual
2022-01-14	Caterpillar, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2022-01-14	BlackRock, Inc. via Northwestern Mutual - Joint	Sale (Partial)	Joint	$1,001 – $15K	annual
2022-01-14	Anthem, Inc. via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2021-12-21	Vanguard Intl FD FTSE DEVELOPED MKTS via Northwestern Mutual - Joint	Purchase	Joint	$50K – $100K	annual
2021-12-01	Peg Opportunity Zone	Purchase	Self	$1.0M – $5.0M	annual
2021-11-19	South Carolina Transn Infrastructure BK Rev Ref BDS 2021 a 4.000% 10/01/33 B/e DTD 07/07/2 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2021-11-08	Visa Inc.	Purchase	Joint	$1,001 – $15K	8
2021-11-08	ulta beauty, Inc.	Purchase	Joint	$1,001 – $15K	8
2021-11-08	lockheed Martin Corporation	Sale (Full)	Joint	$1,001 – $15K	8
2021-11-08	KlA Corporation	Purchase	Joint	$1,001 – $15K	8
2021-11-08	Honeywell International Inc.	Sale (Partial)	Joint	$1,001 – $15K	8
2021-11-08	global Payments Inc.	Sale (Full)	Joint	$1,001 – $15K	8
2021-11-08	Caterpillar, Inc.	Purchase	Joint	$1,001 – $15K	8
2021-11-08	Activision blizzard, Inc	Sale (Full)	Joint	$1,001 – $15K	8
2021-09-14	Utah County Utah Transn Sales Tax Rev Ref BDS 2021 4.000% 12/01/38 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2021-09-09	Eastern Howard Ind Third Millennium SCH BLDG Corp Ad Valorem PPTY Tax Firstmtg 4.000% 07/1 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2021-09-07	Lake Hallie Wis Go Corp Purp BDS 2021 a 2.000% 10/01/23 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	annual
2021-08-20	Eastern Howard Ind Third Millennium SCH blDg Corp Ad Valorem PPTY Tax Firstmtg 4.000% 07/1	Purchase	Joint	$1,001 – $15K	13
2021-08-17	lAKE HAllIE WIS gO CORP PuRP bDS 2021 A 2.000% 10/01/23 b/E DTD 09/07/21	Purchase	Joint	$1,001 – $15K	16
2021-08-12	Sherwin-Williams Company	Purchase	Joint	$1,001 – $15K	21
2021-08-12	las Vegas Sands Corp.	Sale (Full)	Joint	$1,001 – $15K	21
2021-08-12	Hilton Worldwide Holdings Inc.	Purchase	Joint	$1,001 – $15K	21
2021-07-19	unitedHealth group Incorporated Common Stock	Sale (Partial)	Joint	$1,001 – $15K	18
2021-07-19	Starbucks Corporation	Purchase	Joint	$1,001 – $15K	18
2021-07-19	Merck & Company, Inc. Common Stock	Sale (Partial)	Joint	$1,001 – $15K	18
2021-07-19	Hilton Worldwide Holdings Inc.	Purchase	Joint	$1,001 – $15K	18
2021-07-19	Fiserv, Inc.	Purchase	Joint	$1,001 – $15K	18
2021-07-19	Apple Inc.	Sale (Partial)	Joint	$1,001 – $15K	18
2021-07-19	Advanced Micro devices, Inc.	Purchase	Joint	$1,001 – $15K	18
2021-07-16	INdIANA ST FIN AuTH WASTEWATER uTIl REV FIRST lIEN REF bdS CWA AuTHORITY INC4.000% 10/01/3	Purchase	Joint	$1,001 – $15K	21
2021-07-16	gEORgIA ST gO bdS 2021 A 4.000% 07/01/34 b/E dTd 07/01/21	Purchase	Joint	$1,001 – $15K	21
2021-07-07	ROMEOVIllE Ill gO bdS 2019 4.000% 12/30/38 b/E dTd 04/25/19 Clb	Purchase	Joint	$1,001 – $15K	30
2021-07-02	QQ Corpus Christi	Purchase	Self	$100K – $250K	annual
2021-06-30	Osage CNTY Kans Go Ref and Impt BDS 2021 a 3.000% 09/01/30 via Northwestern Mutual - Joint	Purchase	Joint	$1,001 – $15K	411
2021-06-30	Olathe Kans Go Impt Ref BDS 234 3.000% 10/01/32	Purchase	Self	$1,001 – $15K	6
2021-06-23	Penn Ind High SCH BlDg Corp Ad Valorem PPTY Tax First MTg BDS 2021 4.000% 07/15/34	Purchase	Self	$1,001 – $15K	13
2021-06-22	Valero Energy Corporation	Purchase	Self	$1,001 – $15K	14
2021-06-22	T-Mobile uS, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Thermo Fisher Scientific Inc	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Texas Instruments Incorporated	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Salesforce.com Inc	Sale (Full)	Self	$1,001 – $15K	14
2021-06-22	Raytheon Technologies Corporation	Purchase	Self	$1,001 – $15K	14
2021-06-22	Progressive Corporation	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Pepsico, Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Microsoft Corporation	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	lam Research Corporation	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Intuitive Surgical, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Intercontinental Exchange Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Intel Corporation	Sale (Full)	Self	$1,001 – $15K	14
2021-06-22	Home Depot, Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Hilton Worldwide Holdings Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	global Payments Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Fiserv, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Facebook, Inc. - Class A	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Dollar Tree, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Deere & Company	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Danaher Corporation	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Constellation Brands, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Comcast Corporation - Class A	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	CME group Inc. - Class A	Sale (Full)	Self	$1,001 – $15K	14
2021-06-22	Citigroup, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Boston Scientific Corporation	Purchase	Self	$1,001 – $15K	14
2021-06-22	BlackRock, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Becton, Dickinson and Company	Sale (Full)	Self	$1,001 – $15K	14
2021-06-22	Bank of America Corporation	Purchase	Self	$1,001 – $15K	14
2021-06-22	Applied Materials, Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Apple Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Anthem, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Amazon.com, Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Alphabet Inc. - Class A	Sale (Full)	Self	$1,001 – $15K	14
2021-06-22	Advanced Micro Devices, Inc.	Purchase	Self	$1,001 – $15K	14
2021-06-22	Adobe Inc.	Sale (Partial)	Self	$1,001 – $15K	14
2021-06-22	Goldman Sachs International Small Cap Insights Fund via Northwestern Mutual - Joint	Purchase	Joint	$50K – $100K	annual
2021-06-21	QQUV Investments 4, LLC (Quick Quack Car Wash)	Purchase	Self	$50K – $100K	annual

What their office spends

What Curtis's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,033,314 over the last 4 quarters, 83% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q3 '25	$0	-$1,113	$0	-$13	$13	-$1,113
Q1 '25	$10,285	$21,421	$2,922	$481	$2,105	$37,215
Q4 '24	$415,355	$26,878	$22,339	$3,485	$14,547	$482,604
Q3 '24	$430,372	$39,873	$19,881	$3,466	$21,017	$514,609
Q2 '24	$364,278	$48,226	$21,585	$373	$14,652	$449,114
Q1 '24	$365,559	$46,149	$22,393	$1,417	$27,950	$463,468
Q4 '23	$416,238	$33,065	$21,009	$5,228	$30,270	$505,810
Q3 '23	$360,845	$44,544	$20,841	$823	$22,406	$449,459
Q2 '23	$369,539	$43,412	$21,009	$4,241	$33,462	$471,663
Q1 '23	$344,736	$31,026	$23,005	$767	$25,422	$424,955
Q4 '22	$472,815	$44,856	$20,712	$5,582	$23,862	$567,827
Q3 '22	$344,117	$45,955	$19,678	$1,989	$40,301	$452,039
Q2 '22	$358,498	$43,524	$19,406	$148	$17,459	$439,035
Q1 '22	$265,500	$20,820	$20,797	$460	$18,557	$326,134
Q4 '21	$349,525	$28,031	$19,084	$660	$25,643	$422,943
Q2 '21	$256,617	$29,454	$21,459	$809	$15,894	$324,232
Q1 '21	$256,573	$26,006	$18,959	$909	$28,569	$331,016

Private funds

21private funds, LLCs and trusts with no ticker

5file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

Funds, by who runs themNo public filing

Sundance Bay SDP GP LLC

manager per Form D

$3.0M

General Partner PVF II GP, LLC

manager per Form D

$750K

QQUV Investments 4, LLC (Quick Quack Car Wash)

files a Form D

$150K

QQUV Investments 2, LLC (Quick Quack Car Wash)

files a Form D

$75K

QQUV Investments 3, LLC (Quick Quack Car Wash)

files a Form D

$75K

Peg Opportunity Zone

held from 2021

$3.0M

ATI Founders, Inc. (shooting range equipment)

held from 2021

$750K

Curtis Family Georgetown Condo, LLC

1 trades

$375K

QQ Corpus Christi

held from 2021

$175K

QQRGV

held from 2021

$175K

VGK - Vanguard Intl Equity Index Fund

2 trades

$150K

QQUV Investments, LLC (Quick Quack Car Wash)

held from 2021

$75K

VEA - Vanguard Intl Fund

1 trades

$75K

Influence Int'l Inc. - business relationship development services - Provo, UT

held from 2021

$33K

Rise Broadband stock - fixed wireless Internet service provider - Denver, CO

held from 2021

$33K

VNQ - Vanguard Real Estate Index Fund

held from 2021

$33K

Hilton Worldwide Holdings Inc. (HlT)

3 trades

$24K

All 21, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	Manager	Formed	Kind	Minimum	Investors	First sale	They bought	Traded	Held
Peg Opportunity Zone							held 2021		$1.0M – $5.0M
Sundance Debt Partners, LLC filed as Sundance Debt Partners, LP	Sundance Bay SDP GP LLC	over 5 years, Delaware	Other Investment Fund	$50K	2842	2018-10-01	held 2021		$1.0M – $5.0M
ATI Founders, Inc. (shooting range equipment)							held 2021		$500K – $1.0M
Peak Ventures Fund II, L.P.	General Partner PVF II GP, LLC	2016, Delaware	Venture Capital Fund		0		held 2021		$500K – $1.0M
Curtis Family Georgetown Condo, LLC								$250K – $500K
QQ Corpus Christi							held 2021		$100K – $250K
QQRGV							held 2021		$100K – $250K
QQUV Investments 4, LLC (Quick Quack Car Wash)		2018, Utah		$20K	0		2021-06-21	$50K – $100K	$50K – $100K
VGK - Vanguard Intl Equity Index Fund							2022-07-08	$100K – $200K
QQUV Investments 2, LLC (Quick Quack Car Wash)		2017, Utah		$20K	2	2017-02-06	held 2021		$50K – $100K
QQUV Investments 3, LLC (Quick Quack Car Wash)		2017, Utah		$20K	2	2017-04-14	held 2021		$50K – $100K
QQUV Investments, LLC (Quick Quack Car Wash)							held 2021		$50K – $100K
VEA - Vanguard Intl Fund								$50K – $100K
Influence Int'l Inc. - business relationship development services - Provo, UT							held 2021		$15K – $50K
Rise Broadband stock - fixed wireless Internet service provider - Denver, CO							held 2021		$15K – $50K
VNQ - Vanguard Real Estate Index Fund							held 2021		$15K – $50K
Hilton Worldwide Holdings Inc. (HlT)							2021-06-22	$3,003 – $45K
Henderson County NC LTD Oblig BDS 2020 4.000% 06/01/34 B/e DTD							held 2021		$1,001 – $15K
Jackson Mich LTD Tax Go Cap Impt BDS 2018 5.000% 06/01/31 B/e DTD							held 2021		$1,001 – $15K
Onslow CNTY N C LTD Oblig LTD Oblig BDS 2016 4.000% 10/01/35							held 2021		$1,001 – $15K
Union CNTY N C LTD Oblig Ref BDS 2023 5.000% 12/01/25							held 2023		$1,001 – $15K

How their trades did

Each of Curtis's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 201 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.

the same trades on other days (95% of the time)
their average against the market

-2.0%-1.0%0+1.0%+2.0%

30 days later

201 trades · 46% beat the market

-0.7%

90 days later

201 trades · 48% beat the market

-1.4%

Before the public knew: between trading and first reporting a trade (a median of 14 days; 6% of them reported late), their trades moved -0.4% against the market, where the same trades on other days give -0.8% to +0.7%. Copying each on the day it was reported would have earned -0.6% over the next 30 days.

Their trades as a fund

Each purchase buys the middle of its amount band, each sale sells it, from Jun 22, 2021: -3.8% a year against the S&P 500's 12.9%; copying the reports, 8.2%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.

Their trades
Copying the reports
S&P 500

Best timed

Bought Advanced Micro devices, Inc. (AMD) 2021-07-19 · $1,001 – $15K · +16.1% against the market in 30 days, +28.9% in 90
Sold Starbucks Corporation (SBUX) 2023-04-26 · $1,001 – $15K · +15.5% against the market in 30 days, +20.7% in 90
Sold Nike, Inc. (NKE) 2023-12-04 · $1,001 – $15K · +12.7% against the market in 30 days, +26.2% in 90

Worst timed

Sold NVIDIA Corporation (NVDA) 2023-04-26 · $1,001 – $15K · -40.6% against the market in 30 days, -56.4% in 90
Bought Valero Energy Corporation (VLO) 2021-06-22 · $1,001 – $15K · -24.5% against the market in 30 days, -24.0% in 90
Sold Ulta Beauty, Inc. (ULTA) 2022-08-05 · $1,001 – $15K · -18.7% against the market in 30 days, -19.9% in 90

Financial disclosures

30 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Aug 5, 2024	Annual Report for 2023	121
Apr 16, 2024	Extension for 2023	—
Dec 15, 2023	Periodic Transaction Report	57
Nov 16, 2023	Periodic Transaction Report	1
Oct 4, 2023	Periodic Transaction Report	9
Aug 11, 2023	Annual Report for 2022	108
Aug 7, 2023	Periodic Transaction Report	12
Jun 2, 2023	Periodic Transaction Report	1
May 10, 2023	Periodic Transaction Report	11
Apr 10, 2023	Extension for 2022	—
Mar 27, 2023	Periodic Transaction Report	4
Mar 13, 2023	Periodic Transaction Report	16
Feb 13, 2023	Periodic Transaction Report	1
Jan 10, 2023	Periodic Transaction Report	8
Nov 9, 2022	Periodic Transaction Report	6
Sep 20, 2022	Periodic Transaction Report	1
Aug 15, 2022	Periodic Transaction Report	1
Aug 15, 2022	Periodic Transaction Report	5
Aug 13, 2022	Annual Report for 2021	79
Jul 8, 2022	Periodic Transaction Report	11
Apr 18, 2022	Extension for 2021	—
Mar 23, 2022	Periodic Transaction Report	0
Feb 2, 2022	Periodic Transaction Report	0
Dec 3, 2021	Periodic Transaction Report	0
Nov 16, 2021	Periodic Transaction Report	8
Sep 17, 2021	Periodic Transaction Report	0
Sep 2, 2021	Periodic Transaction Report	5
Aug 6, 2021	Periodic Transaction Report	10
Jul 6, 2021	Periodic Transaction Report	39
Feb 4, 2021	Periodic Transaction Report	0