John R. Curtis Stock Trades

John R. Curtis Disclosed Trading Activity

Financial disclosures filed under Utah Senator John R. Curtis's name show 363 transactions dated between April 16, 2019 and June 2, 2026, split almost evenly between 178 purchases and 185 sales. The more striking pattern is not the volume but the shift in what is being traded. Through 2023, the disclosed activity was dominated by individual, publicly traded stocks across dozens of household names. From 2024 forward, every disclosed transaction is a municipal bond or a bank-issued structured note. The pivot point is a single filing covering transactions dated December 4, 2023, when dozens of individual equity securities were sold in one day; no ordinary common-stock transaction appears in the record after that date.

Most of the disclosed activity is not attributed to Curtis personally. Of the 363 transactions, 220 carry a "Joint" attribution code, 141 are attributed to Curtis individually (SELF), and 2 are attributed to a spouse. None are marked as dependent-child or unknown attribution. That means the large majority of the trading record, including the entire December 2023 equity sale and the bulk of the 2026 bond activity, is filed as joint account activity rather than as trades made solely in the senator's own name.

From individual stocks to municipal bonds and structured notes

The transactions dated December 4, 2023, and disclosed December 15, 2023, comprise roughly fifty separate sales, all attributed jointly, spanning technology, healthcare, financials, industrials, energy, and consumer names. Among them: Amazon.com Inc (AMZN), which operates online retail businesses and provides compute, storage, and artificial-intelligence services through AWS; Microsoft Corporation (MSFT), the technology company behind Microsoft 365 and a range of cloud and enterprise products; UnitedHealth Group Incorporated (UNH), a healthcare company operating through UnitedHealthcare and Optum; Adobe Inc. (ADBE), the creative and digital-experience software maker; Boston Scientific Corporation (BSX), a maker of interventional medical devices for cardiovascular, urological, and neurological conditions; Starbucks Corporation (SBUX), the coffeehouse chain; Caterpillar Inc (CAT) and Deere & Company (DE), equipment manufacturers; Visa Inc. Class A (V) and Mastercard Incorporated (MA), payment-technology and transaction-processing companies; NVIDIA Corporation (NVDA), a data-center and AI-infrastructure company; and Chevron Corporation (CVX) and Valero Energy Corporation (VLO) in energy. This is only a partial list of the year's activity, since the full 2023 total, 111 transactions, including 20 purchases and 91 sales, also includes trading earlier in the year. The December 4 transactions represent a concentrated, same-day series of sales across a broad swath of individual equities.

What replaced that activity is different in kind. The filing covering the 2024 transactions, disclosed August 13, 2025, shows only three transactions, all municipal bonds: an Andrews, Texas independent school district bond purchase and full sales of Prince George's County, Maryland and Oshkosh, Wisconsin school-district bonds. Then, on June 2, 2026, with disclosure following June 30, 2026, the record shows 25 transactions, exactly matching the year's total of 3 purchases and 22 sales. The sales are a geographically diverse ladder of municipal bonds, all full sales in the $1,001 to $15,000 range, from state and local issuers in locations including California, Georgia, Texas, South Carolina, Indiana, New York, Minnesota, North Carolina, Washington, Illinois, Kansas, Colorado, Utah, and Mississippi. Nearly all of that batch is attributed jointly; one bond sale, involving a Georgia State issue, is attributed to a spouse rather than to Curtis or the joint account. Alongside the bond sales, the same filing discloses three purchases of bank-issued notes: a JPMorgan Chase Financial Company note in the $100,001 to $250,000 range carrying a 9.85% rate and a 2029 maturity, a Citigroup Global Markets Holdings note in the $250,001 to $500,000 range carrying an 11% rate and a 2029 maturity, and a UBS AG London Branch note in the $100,001 to $250,000 range carrying a 10% rate and a 2029 maturity. All three are filed under the joint attribution code.

Sector mix and how disclosed activity is spread

Across the full 363-transaction record, the largest sector category is "Unknown," accounting for 103 transactions, a reflection of how much of the recent activity is in municipal bonds and structured notes rather than sector-classified equities. Among the transactions that do carry a sector, Information Technology leads with 54, followed by Financials (47), Health Care (46), Consumer Discretionary (36), Industrials (27), Consumer Staples (22), Communication Services (15), Energy (8), Materials (3), Real Estate (1), and a single transaction tagged simply "Technology." Within the equity era, Amazon.com (10 transactions), Microsoft (8), UnitedHealth Group (6), and a tier of five-transaction names, Apple, Adobe, Advanced Micro Devices, Boston Scientific, Hilton Worldwide, and Starbucks, appear most frequently in the disclosed trading history. A wider group of names, including Bank of America, BlackRock, Berkshire Hathaway Class B, Salesforce, Danaher, Johnson & Johnson, Union Pacific, Mastercard, NVIDIA, Thermo Fisher Scientific, T-Mobile US, Visa, Valero, and Zoetis, each show four disclosed transactions.

Trading intensity by year also tracks the shift described above. 2020 was the heaviest purchase year with 91 transactions (84 purchases, 7 sales). 2021 brought 70 transactions (38 purchases, 32 sales) and 2022 brought 51 (27 purchases, 24 sales), a more balanced pace. 2023 was the heaviest overall year at 111 transactions but skewed toward selling, with 91 sales against 20 purchases, including the concentrated December sales. 2024 slowed to just 3 transactions, all bonds, and the record shows no transactions dated in 2025 before activity resumes with 25 transactions in the first half of 2026, again skewed toward selling, with 22 sales against 3 purchases.

No Quantellect Score was published for Curtis as of the latest scoring date, August 21, 2026. On that date, 76 members had score rows, including 73 of the 537 sitting members of Congress tracked in this dataset; Curtis was not among them. For context, as measured August 22, 2026, 276 of those 537 sitting members, including 39 of the 100 sitting senators, had no disclosed transactions in the dataset. Curtis's 363-transaction record places him well outside that group in terms of disclosure volume, even as the underlying instrument mix has moved decisively away from individual stocks.

Disclosure and attribution notes

Transactions described here are drawn from official congressional financial disclosure filings made under the STOCK Act of 2012, which requires members of Congress to report covered securities transactions, and are subject to Senate Select Committee on Ethics disclosure rules. Amounts shown are disclosed ranges, not exact figures, and transaction dates are distinct from the later dates on which each trade was publicly disclosed. Attribution codes reflect the filer's own reporting: transactions marked "Joint" or "Spouse" are not necessarily decisions made personally by Senator Curtis, and this profile does not characterize them as such. This page reflects disclosed transaction activity only; it does not report current holdings, portfolio composition, or the subsequent price performance of any security named above.