Senate · Republican · UT · in the Senate since 2025 · Latest annual report · www.curtis.senate.gov
| Company | Buys | Sells | Last trade |
|---|---|---|---|
| JPMorgan Chase & Co. | 1 | 0 | Jun 2, 2026 |
| Citigroup Inc. | 1 | 0 | Jun 2, 2026 |
From the annual report filed Jul 14, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Commercial Property | $1M – $5M | Self |
| Sundance Debt Partners, LLC | $1M – $5M | Self |
| PEG Opportunity Zone Investors LLC | $1M – $5M | Self |
| iShares Core S&P 500 ETF | $500K – $1M | Joint |
| Cynosure Partners III, LP | $500K – $1M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jun 2, 2026 | Not linked to a company CALIFORNIA ST UNIV REV STWIDE SER Rate/Coupon: 5.0% Matures: 2035-11-01 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company CALIFORNIA ST VARIOUS PURP RFDG Rate/Coupon: 4.0% Matures: 2037-03-01 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company COLORADO ST CTF PARTN RURAL SER Rate/Coupon: 4.0% Matures: 2037-12-15 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company COLO NESCO CMNTY SCH DIST Rate/Coupon: 3.0% Matures: 2031-06-01 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG Rate/Coupon: 4.0% Matures: 2033-07-15 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company GEORGIA ST SER Rate/Coupon: 4.0% Matures: 2034-07-01 | Sale · Corporate bond | $1K – $15K | Spouse | Filing |
| Jun 2, 2026 | Not linked to a company HENDERSON CNTY NC LTD OBLIG Rate/Coupon: 4.0% Matures: 2034-06-01 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company HENNEPIN CNTY MN SALES TAX REV Rate/Coupon: 5.0% Matures: 2039-12-15 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG Rate/Coupon: 4.0% Matures: 2036-10-01 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
| Jun 2, 2026 | Not linked to a company METROPOLITAN TRANSN AUTH NY REV RFDG Rate/Coupon: 5.0% Matures: 2034-11-15 | Sale · Corporate bond | $1K – $15K | Joint | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 18, 2025 | MidCap Fund (f/k/a MidCap Blend Fund) - Institutional Class | Sale | $100K – $250K | Self | 2025 Annual Report filed Jul 14, 2026 |
| Dec 18, 2025 | State Street SPDR S&P 500 ETF Trust | Sale | $100K – $250K | Self | 2025 Annual Report filed Jul 14, 2026 |
| Dec 18, 2025 | Franklin International Low Volatility High Dividend Index ETF | Sale | $100K – $250K | Self | 2025 Annual Report filed Jul 14, 2026 |
| Dec 18, 2025 | Invesco NASDAQ 100 ETF | Partial sale | $15K – $50K | Self | 2025 Annual Report filed Jul 14, 2026 |
| Dec 18, 2025 | First Trust Value Line Dividend Index Fund | Sale | $100K – $250K | Self | 2025 Annual Report filed Jul 14, 2026 |
From John R. Curtis's filings with the Senate. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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