| 2026-10-23 | ASML Holding N.V. - New York Registry Shares (ASML) | ASML | Partial sale | Joint | $15,001 - $50,000 | 2026-10-28 |
| 2026-10-23 | Seagate Technology Holdings PLC - Ordinary Shares (STX) | STX | Partial sale | Self | $15,001 - $50,000 | 2026-10-28 |
| 2026-10-14 | Texas Instruments Incorporated - Common Stock (TXN) | TXN | Partial sale | Joint | $15,001 - $50,000 | 2026-10-28 |
| 2026-10-02 | NextEra Energy, Inc. Common Stock (NEE) | NEE | Sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | Chevron Corporation Common Stock (CVX) | CVX | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | Chubb Limited Common Stock (CB) | CB | Sale | Joint | $1,001 - $15,000 | 2026-10-13 |
| 2026-09-23 | Devon Energy Corporation Common Stock (DVN) | DVN | Sale | Joint | $50,001 - $100,000 | 2026-10-13 |
| 2026-09-23 | Devon Energy Corporation Common Stock (DVN) | DVN | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | Home Depot, Inc. (HD) | HD | Sale | Joint | $1,001 - $15,000 | 2026-10-13 |
| 2026-09-23 | Lockheed Martin Corporation Common Stock (LMT) | LMT | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | Lockheed Martin Corporation Common Stock (LMT) | LMT | Sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | Marsh Common Stock (MRSH) | MRSH | Sale | Joint | $50,001 - $100,000 | 2026-10-13 |
| 2026-09-23 | Starbucks Corporation - Common Stock (SBUX) | SBUX | Sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | UnitedHealth Group Incorporated Common Stock (UNH) | UNH | Sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-23 | Virtus Artificial Intelligence & Technology Opportunities Fund | | Sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-21 | OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 | | Purchase | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-21 | PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 | | Purchase | Joint | $50,001 - $100,000 | 2026-10-13 |
| 2026-09-18 | GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 | | Purchase | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-18 | MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 | | Purchase | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-18 | TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 | | Purchase | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-17 | Emerson Electric Company Common Stock (EMR) | EMR | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-17 | Linde plc - Ordinary Shares (LIN) | LIN | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-17 | Lockheed Martin Corporation Common Stock (LMT) | LMT | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-17 | Lockheed Martin Corporation Common Stock (LMT) | LMT | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-17 | Lowe's Companies, Inc. Common Stock (LOW) | LOW | Partial sale | Joint | $1,001 - $15,000 | 2026-10-13 |
| 2026-09-17 | Marsh Common Stock (MRSH) | MRSH | Partial sale | Joint | $50,001 - $100,000 | 2026-10-13 |
| 2026-09-17 | Rockwell Automation, Inc. Common Stock (ROK) | ROK | Partial sale | Joint | $15,001 - $50,000 | 2026-10-13 |
| 2026-09-15 | CenterPoint Energy, Inc (CNP) | CNP | Sale | Self | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-15 | GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A | | Purchase | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-15 | MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 | | Purchase | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-15 | OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C | | Purchase | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-15 | Seagate Technology Holdings PLC - Ordinary Shares (STX) | STX | Partial sale | Self | $1,001 - $15,000 | 2026-09-25 |
| 2026-09-15 | STERIS plc (STE) | STE | Sale | Self | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-15 | TJX Companies, Inc. (TJX) | TJX | Sale | Self | $1,001 - $15,000 | 2026-09-25 |
| 2026-09-14 | Cadence Design Systems, Inc. - Common Stock (CDNS) | CDNS | Partial sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | Devon Energy Corporation Common Stock (DVN) | DVN | Partial sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | Emerson Electric Company Common Stock (EMR) | EMR | Partial sale | Joint | $1,001 - $15,000 | 2026-09-25 |
| 2026-09-14 | Emerson Electric Company Common Stock (EMR) | EMR | Partial sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | Home Depot, Inc. (HD) | HD | Partial sale | Joint | $1,001 - $15,000 | 2026-09-25 |
| 2026-09-14 | Home Depot, Inc. (HD) | HD | Sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | IQVIA Holdings, Inc. Common Stock (IQV) | IQV | Sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 | | Purchase | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | Marsh Common Stock (MRSH) | MRSH | Partial sale | Joint | $1,001 - $15,000 | 2026-09-25 |
| 2026-09-14 | NextEra Energy, Inc. Common Stock (NEE) | NEE | Partial sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | | Purchase | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | | Purchase | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | Rockwell Automation, Inc. Common Stock (ROK) | ROK | Partial sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-14 | Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest | | Partial sale | Joint | $15,001 - $50,000 | 2026-09-25 |
| 2026-09-11 | ONEOK, Inc. Common Stock (OKE) | OKE | Exchange | Joint | $500,001 - $1,000,000 | 2026-09-25 |
| 2026-09-11 | ONEOK, Inc. Common Stock (OKE) | OKE | Exchange | Joint | $100,001 - $250,000 | 2026-09-25 |