Trading rose 56% in the last two quarters
67 trades made in Q3 '23 and Q4 '23, against 43 in Q1 '23 and Q2 '23. Recent quarters can still grow as late reports arrive.
John Curtis
Representative
UT-3
Republican
2025 disclosure
John Curtis (UT-3) disclosed a net worth range between -$1.6M and $25.3M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
301
Since Q1 '21
Purchases
45%
Share of disclosed trades
Avg. disclosure lag
30.6 days
Median 14 days
Filed past 45-day deadline
9.6%
STOCK Act deadline
95% of trades were $15,000 or less
Those 285 trades carry about 79% of the disclosed dollars, by the midpoints of the ranges.
90% of trades were disclosed within 45 days
The median trade was disclosed 14 days after it was made, and 29 of 301 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
AMZN is the most traded stock
Trades per stock
Purchases
Sales
0.7% of trades carry 5% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
-$1.6M – $25.3M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
87
Disclosed liabilities
2
Disclosed net worth band, 2021 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-07-14 | -$1.6M – $25.3M |
| 2024 | 2025-08-13 | -$1.8M – $24.8M |
| 2023 | 2024-08-05 | $2.7M – $48.9M |
| 2022 | 2023-08-11 | $2M – $28.7M |
| 2021 | 2022-08-13 | $2M – $25.7M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-12-04 | ABT ST · Abbott Laboratories (ABT) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | ADBE ST · Adobe Inc. (ADBE) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | AMD ST · Advanced Micro Devices, Inc. (AMD) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | GOOG ST · Alphabet Inc. - Class C Capital Stock (GOOG) | Sell | JT Northwestern Mutual - Joint | $15K - $50K | 2023-12-15 | 11d |
| 2023-12-04 | AMZN ST · Amazon.com, Inc. (AMZN) | Sell | JT Northwestern Mutual - Joint | $15K - $50K | 2023-12-15 | 11d |
| 2023-12-04 | AXP ST · American Express Company (AXP) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | AAPL ST · Apple Inc. (AAPL) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | AMAT ST · Applied Materials, Inc. (AMAT) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | AZO ST · AutoZone, Inc. (AZO) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | BLK ST · BlackRock, Inc. (BLK) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | BSX ST · Boston Scientific Corporation (BSX) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | CAT ST · Caterpillar, Inc. (CAT) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | CVX ST · Chevron Corporation (CVX) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | CMG ST · Chipotle Mexican Grill, Inc. (CMG) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | KO ST · Coca-Cola Company (KO) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | CMCSA ST · Comcast Corporation - Class A (CMCSA) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | COP ST · ConocoPhillips (COP) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | STZ ST · Constellation Brands, Inc. (STZ) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | COST ST · Costco Wholesale Corporation (COST) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | CSX ST · CSX Corporation (CSX) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | DHR ST · Danaher Corporation (DHR) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | DE ST · Deere & Company (DE) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | EW ST · Edwards Lifesciences Corporation (EW) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
| 2023-12-04 | ELV ST · Elevance Health, Inc. (ELV) | Sell | JT Northwestern Mutual - Joint | $1K - $15K | 2023-12-15 | 11d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
17 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| AMD | 172 | $89K | 21.4% |
| C | 148 | $17.8K | 4.3% |
| SYY | 143 | $11.6K | 2.8% |
| ZTS | 131 | $10.6K | 2.5% |
| SBUX | 127 | $12.8K | 3.1% |
| META | 112 | $72.1K | 17.3% |
| HLT | 92 | $32.3K | 7.7% |
| DLTR | 79 | $9.9K | 2.4% |
| MS | 70 | $12.6K | 3.0% |
| TMUS | 70 | $10.2K | 2.5% |
| ZM | 68 | $6.6K | 1.6% |
| EW | 64 | $5.7K | 1.4% |
| BAC | 46 | $2.3K | 0.6% |
| HASI | 38 | $1.4K | 0.3% |
| CRM | 37 | $9.1K | 2.2% |
| STZ | 35 | $4.8K | 1.2% |
| MSFT | 33 | $17.2K | 4.1% |
| SHW | 30 | $10.2K | 2.5% |
| NKE | 27 | $993 | 0.2% |
| ELV | 26 | $11.3K | 2.7% |
| ABT | 25 | $2.6K | 0.6% |
| ICE | 21 | $3.4K | 0.8% |
| V | 19 | $7.9K | 1.9% |
| BLK | 18 | $20.4K | 4.9% |
| TEAM | 12 | $2.7K | 0.7% |
| CVX | 12 | $2.7K | 0.7% |
| ADBE | 11 | $2.8K | 0.7% |
| CME | 10 | $2.9K | 0.7% |
| INTC | 10 | $832 | 0.2% |
| FISV | 7 | $356 | 0.1% |
| AMAT | 5 | $1.9K | 0.5% |
| AZO | 4 | $13.8K | 3.3% |
| CAT | 4 | $2.7K | 0.6% |
| GS | 4 | $3.3K | 0.8% |
Assets and liabilities
Disclosed assets
The assets John Curtis itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
87
Total disclosed (band)
$8.4M – $27.3M
| Description | Type | Income | Value |
|---|---|---|---|
| Commercial Property | Real Estate - Commercial |
$15K - $50K
Rent/Royalties
|
$1M - $5M |
| PEG Opportunity Zone Investors LLC | Investment Fund - Private Equity Fund |
$15K - $50K
Excepted Investment Fund
|
$1M - $5M |
| Sundance Debt Partners, LLC | Investment Fund - Private Equity Fund |
$100K - $1M
Excepted Investment Fund
|
$1M - $5M |
| ATI Founders, Inc. | Corporate Securities - Non-Public Stock | — | $500K - $1M |
| Cynosure Partners III, LP | Business Entity - Limited Partnership (LP) |
$2.5K - $5K
Excepted Investment Fund
|
$500K - $1M |
| IVV - iShares Core S&P 500 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$500K - $1M |
| Provo Rental | Real Estate - Residential | — | $500K - $1M |
| IEFA - iShares Core MSCI EAFE ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$250K - $500K |
| North Ogden Residential Property | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$250K - $500K |
| North Ogden Residential Property | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$250K - $500K |
| Parcel #16-044-0006 | Real Estate - Unimproved Land | — | $250K - $500K |
| Peak Ventures Fund II, L.P. | Business Entity - Limited Partnership (LP) |
$50K - $100K
Excepted Investment Fund
|
$250K - $500K |
| BKGI - BNY Mellon Global Infrastructure Income ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| BND - Vanguard Total Bond Market ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| Bear Lake Rental | Real Estate - Residential |
$15K - $50K
Rent/Royalties
|
$100K - $250K |
| CGGO - Capital Group Global Growth Equity ETF - Share class | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| Commercial Real Estate | Real Estate - Commercial |
Other (Distribution)
|
$100K - $250K |
| Commercial Real Estate | Real Estate - Commercial |
Other (Distribution)
|
$100K - $250K |
| Fieldpoint Private Banking | Bank Deposit |
$5K - $15K
Dividends, Interest
|
$100K - $250K |
| IEMG - iShares Core MSCI Emerging Markets ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| JPUS - JPMorgan Diversified Return U.S. Equity ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| PSC - Principal U.S. Small-Cap ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| QQQM - Invesco NASDAQ 100 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| RDVY - First Trust Rising Dividend Achievers ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| RECS - Columbia Research Enhanced Core ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| VO - Vanguard Mid-Cap ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$100K - $250K |
| AMEFX - INCOME FUND OF AMERICA - Class F-2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| CSDIX - Cohen & Steers Real Estate Securities Fund Inc. | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| DIVI - Franklin International Core Dividend Tilt Index ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| EZU - iShares MSCI Eurozone ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| FLQM - Franklin U.S. Mid Cap Multifactor Index ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| IJR - iShares Core S&P Small-Cap ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| MDY - S&P Midcap 400 SPDR | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$50K - $100K |
| NFFFX - NEW WORLD FUND INC - Class F-2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| PONPX - Pimco Income Fund Class I-2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| SCIEX - Hartford Schroders International Stock Fund - Class I | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$50K - $100K |
| UFB Direct/Axos | Bank Deposit |
$1K - $2.5K
Dividends, Interest
|
$50K - $100K |
| Unimproved Land | Real Estate - Unimproved Land | — | $50K - $100K |
| Zions Bank Checking Account | Bank Deposit | — | $50K - $100K |
| CP III NSW Co-Investment, LLC | Business Entity - Limited Liability Company (LLC) |
Excepted Investment Fund
|
$15K - $50K |
| FVADX - Franklin Value Fund Advisor Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| IEF - iShares 7-10 Year Treasury Bond ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| PCLPX - Pimco Commoditiesplus Strategy Fund Class I-2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$15K - $50K |
| SCHH - Schwab U.S. REIT ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| TLT - iShares 20+ Year Treasury Bond ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| VNQ - Vanguard Real Estate ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$15K - $50K |
| AGG - iShares Core U.S. Aggregate Bond ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| AMEFX - INCOME FUND OF AMERICA - Class F-2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| CALIFORNIA ST UNIV REV STWIDE SER A B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| CALIFORNIA ST VARIOUS PURP RFDG B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| CGGO - Capital Group Global Growth Equity ETF - Share class | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| COLO NESCO CMNTY SCH DIST IA BAM B/E PTC CPN | Government Securities - Municipal Security | — | $1K - $15K |
| COLORADO ST CTF PARTN RURAL SER A REV B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG REV B/E ST INCPT PTC CPN | Government Securities - Municipal Security | — | $1K - $15K |
| FLQM - Franklin U.S. Mid Cap Multifactor Index ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| FVD - First Trust Value Line Dividend Index Fund | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| GEORGIA ST SER A B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| HENDERSON CNTY NC LTD OBLIG REV B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| HENNEPIN CNTY MN SALES TAX REV SER B DB B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG CWA AUTH SER 1 B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| JACKSON MI CAP IMPT BAM B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| JPUS - JPMorgan Diversified Return U.S. Equity ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| LVHI - Franklin International Low Volatility High Dividend Index ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| METROPOLITAN TRANSN AUTH NY REV RFDG SER D B/E CPN | Government Securities - Municipal Security |
$201 - $1K
Interest
|
$1K - $15K |
| MISSISSIPPI ST SER B B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| NFFFX - NEW WORLD FUND INC - Class F-2 | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| NORTH EAST TX REGL MOBIL AUTH REV SR LIEN REV SER A B/E CPN | Government Securities - Municipal Security |
$201 - $1K
Interest
|
$1K - $15K |
| OLATHE KS IMPT RFDG 234 DB B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| ONSLOW CNTY NC LTD OBLIG REV B/E PTC CPN | Government Securities - Municipal Security | — | $1K - $15K |
| OSAGE CNTY KS RFDG & IMPT SER A B/E B/Q PTC CPN | Government Securities - Municipal Security | — | $1K - $15K |
| PCBIX - MidCap Fund (f/k/a MidCap Blend Fund) - Institutional Class | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| PENN IN HIGH SCH BLDG CORP 1ST MTG REV B/E ST INTRCPT PTC CPN | Government Securities - Municipal Security | — | $1K - $15K |
| PIFZX - PGIM Short-Term Corporate Bond Fund Class Z | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| QQQM - Invesco NASDAQ 100 ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| RDVY - First Trust Rising Dividend Achievers ETF | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| ROMEOVILLE IL B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST 015 SER A DB BAM B/E PTC CPN | Government Securities - Municipal Security | — | $1K - $15K |
| SCIEX - Hartford Schroders International Stock Fund - Class I | Mutual Funds - Mutual Fund |
Excepted Investment Fund
|
$1K - $15K |
| SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| SOUTH CAROLINA TRANSN INFRA BK REV RFDG SER A B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| SPY - State Street SPDR S&P 500 ETF Trust | Mutual Funds - Exchange Traded Fund/Note |
Excepted Investment Fund
|
$1K - $15K |
| SULLIVAN CNTY PA SCH DIST NT BAM B/E B/Q CR ENH CPN | Government Securities - Municipal Security | — | $1K - $15K |
| TEXAS WTR DEV BRD ST REVLVG FD REV B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| TOLEDO OH WTRWKS REV SYS B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| UTAH CNTY UT TRANSN SALES TAX RFDG REV B/E CPN | Government Securities - Municipal Security | — | $1K - $15K |
| WEST CENTRAL IN SCH BLDG AD VALOREM PPTY TAX REV 1ST MTG B/E B/Q CR ENH CPN | Government Securities - Municipal Security | — | $1K - $15K |
| Zions Bank Checking Account | Bank Deposit |
Interest
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$2M – $10M
| Description | Amount owed |
|---|---|
| Mortgage (Bank of Utah) | $1M - $5M |
| Mortgage (EverBank) | $1M - $5M |