Every trade Suzan K. DelBene (WA01) has disclosed in Periodic Transaction Reports to the House Clerk, including spouse and dependent-child accounts. Most traded: MSFT.
Free account. We read the filing the hour it's posted.
| Filed | Traded | Asset | Type | Amount | Owner | Delay |
|---|---|---|---|---|---|---|
| Oct 14, 2026 | Sep 24, 2026 | TX Trans Commn TPK 5% Tran Due 08/15/42 | purchase | $15,001 - $50,000 | joint | 20d |
| Oct 14, 2026 | Sep 18, 2026 | Washington ST 5% Go Utx Due 08/01/30 | partial sale | $15,001 - $50,000 | joint | 26d |
| Oct 14, 2026 | Sep 18, 2026 | Triborough Bridge & 4% SPL Tax Due 11/15/31 | sale | $250,001 - $500,000 | joint | 26d |
| Oct 14, 2026 | Sep 18, 2026 | Black Belt Energy Gas Dist Ala Gas 05.00% 10/01/2032 Proj Rev BDS Ser. | purchase | $250,001 - $500,000 | joint | 26d |
| Sep 30, 2026 | Sep 14, 2026 | San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056 | sale | $250,001 - $500,000 | joint | 16d |
| Sep 30, 2026 | Sep 14, 2026 | Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034 | purchase | $250,001 - $500,000 | joint | 16d |
| Sep 30, 2026 | Sep 3, 2026 | San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056 | purchase | $250,001 - $500,000 | joint | 27d |
| Sep 30, 2026 | Sep 3, 2026 | California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056 | sale | $250,001 - $500,000 | joint | 27d |
| Sep 30, 2026 | Sep 3, 2026 | Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH | purchase | $250,001 - $500,000 | joint | 27d |
| Sep 14, 2026 | Aug 20, 2026 | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | purchase | $15,001 - $50,000 | joint | 25d |
| Aug 21, 2026 | Aug 7, 2026 | Washington ST 5% Go Utx Due 08/01/30 | purchase | $250,001 - $500,000 | joint | 14d |
| Aug 21, 2026 | Aug 6, 2026 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | sale | $250,001 - $500,000 | joint | 15d |
| Aug 21, 2026 | Aug 6, 2026 | California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 | purchase | $250,001 - $500,000 | joint | 15d |
| Aug 11, 2026 | Jul 23, 2026 | Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd | purchase | $250,001 - $500,000 | joint | 19d |
| Jun 11, 2026 | May 28, 2026 | Pacific Co B1 Bond - Trimble 05/29/28 | purchase | $500,001 - $1,000,000 | joint | 14d |
| May 26, 2026 | May 4, 2026 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | purchase | $50,001 - $100,000 | joint | 22d |
| May 26, 2026 | May 4, 2026 | Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 | purchase | $250,001 - $500,000 | joint | 22d |
| May 8, 2026 | Apr 30, 2026 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | purchase | $1,001 - $15,000 | joint | 8d |
| Apr 28, 2026 | Apr 9, 2026 | Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 | partial sale | $15,001 - $50,000 | joint | 19d |
| Apr 28, 2026 | Apr 1, 2026 | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | purchase | $15,001 - $50,000 | joint | 27d |
| Mar 12, 2026 | Feb 23, 2026 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | purchase | $15,001 - $50,000 | joint | 17d |
| Jan 23, 2026 | Jan 13, 2026 | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | partial sale | $50,001 - $100,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | partial sale | $50,001 - $100,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | partial sale | $50,001 - $100,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Spring TX Isd 4%31 Go Utx Due 08/15/31 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 13, 2026 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | partial sale | $15,001 - $50,000 | joint | 10d |
| Jan 23, 2026 | Jan 6, 2026 | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | purchase | $250,001 - $500,000 | joint | 17d |
| Jan 23, 2026 | Jan 6, 2026 | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | sale | $250,001 - $500,000 | joint | 17d |
| Jan 12, 2026 | Dec 17, 2025 | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | purchase | $1,001 - $15,000 | joint | 26d |
| Dec 8, 2025 | Nov 21, 2025 | Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 | purchase | $15,001 - $50,000 | joint | 17d |
| Dec 8, 2025 | Nov 19, 2025 | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 | purchase | $250,001 - $500,000 | joint | 19d |
| Dec 8, 2025 | Nov 18, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | purchase | $1,001 - $15,000 | joint | 20d |
| Dec 8, 2025 | Nov 18, 2025 | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | sale | $250,001 - $500,000 | joint | 20d |
| Nov 12, 2025 | Oct 30, 2025 | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | purchase | $250,001 - $500,000 | joint | 13d |
| Nov 12, 2025 | Oct 28, 2025 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | purchase | $15,001 - $50,000 | joint | 15d |
| Oct 30, 2025 | Oct 1, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | purchase | $1,001 - $15,000 | joint | 29d |
| Oct 13, 2025 | Sep 30, 2025 | Pacific Co B1 Bond - San Marcos 10/4/27 | purchase | $250,001 - $500,000 | joint | 13d |
| Sep 28, 2025 | Sep 12, 2025 | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | purchase | $250,001 - $500,000 | joint | 16d |
| Sep 28, 2025 | Sep 12, 2025 | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | sale | $250,001 - $500,000 | joint | 16d |
| Sep 28, 2025 | Sep 10, 2025 | Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035 | purchase | $1,001 - $15,000 | joint | 18d |
| Aug 29, 2025 | Aug 8, 2025 | Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 | purchase | $250,001 - $500,000 | joint | 21d |
| Aug 29, 2025 | Aug 8, 2025 | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | sale | $250,001 - $500,000 | joint | 21d |
| Aug 9, 2025 | Jul 31, 2025 | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | purchase | $250,001 - $500,000 | joint | 9d |
| Aug 9, 2025 | Jul 16, 2025 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Spring TX Isd 4%31 Go Utx Due 08/15/31 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | New York New Y CI 2.6%26 Mult HSG Due 05/01/26 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | partial sale | $50,001 - $100,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | partial sale | $15,001 - $50,000 | joint | 24d |
| Aug 9, 2025 | Jul 16, 2025 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | partial sale | $15,001 - $50,000 | joint | 24d |
| Jul 17, 2025 | Jun 18, 2025 | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | purchase | $250,001 - $500,000 | joint | 29d |
| Jul 17, 2025 | Jun 18, 2025 | Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 | sale | $250,001 - $500,000 | joint | 29d |
| Jun 24, 2025 | Jun 11, 2025 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | partial sale | $100,001 - $250,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | partial sale | $50,001 - $100,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | partial sale | $50,001 - $100,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Spring TX Isd 4%31 Go Utx Due 08/15/31 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | partial sale | $50,001 - $100,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | partial sale | $50,001 - $100,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | New York New Y CI 2.6%26 Mult HSG Due 05/01/26 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | partial sale | $50,001 - $100,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | partial sale | $50,001 - $100,000 | joint | 13d |
| Jun 24, 2025 | Jun 11, 2025 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | partial sale | $15,001 - $50,000 | joint | 13d |
| Jun 24, 2025 | Jun 4, 2025 | University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | purchase | $250,001 - $500,000 | joint | 20d |
| Jun 24, 2025 | Jun 4, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | sale | $250,001 - $500,000 | joint | 20d |
| Jun 8, 2025 | May 29, 2025 | Pacific Co B1 Bond - Martha Gardens 06/01/2027 | purchase | $500,001 - $1,000,000 | joint | 10d |
| Jun 8, 2025 | May 27, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | purchase | $1,001 - $15,000 | joint | 12d |
| Jun 8, 2025 | May 22, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | purchase | $1,001 - $15,000 | joint | 17d |
| May 7, 2025 | Apr 16, 2025 | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | purchase | $250,001 - $500,000 | joint | 21d |
| May 7, 2025 | Apr 16, 2025 | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | sale | $250,001 - $500,000 | joint | 21d |
| Apr 10, 2025 | Mar 19, 2025 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | partial sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | UT ST Tran Auth 5% Excise Tax Due 06/15/36 | partial sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Triborough Bridge & Tunl 4% SPL Tax Due 11/15/31 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 | sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Spring TX Isd 4% Go Utx Due 08/15/31 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Sales Tax Securitization Corp 5.00% Due Jan 1, 2031 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | partial sale | $50,001 - $100,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | partial sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | partial sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | partial sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | New York New Y CI 2.6% Mult HSG Due 05/01/26 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Michigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | partial sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Honolulu HI City & 4% Go Utx Due 10/01/32 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | sale | $100,001 - $250,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | partial sale | $250,001 - $500,000 | joint | 22d |
| Apr 10, 2025 | Mar 19, 2025 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | partial sale | $100,001 - $250,000 | joint | 22d |
| Mar 26, 2025 | Mar 12, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | purchase | $15,001 - $50,000 | joint | 14d |
| Feb 25, 2025 | Feb 12, 2025 | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | purchase | $500,001 - $1,000,000 | joint | 13d |
| Feb 25, 2025 | Feb 12, 2025 | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | sale | $500,001 - $1,000,000 | joint | 13d |
| Feb 9, 2025 | Jan 27, 2025 | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | purchase | $15,001 - $50,000 | joint | 13d |
| Dec 23, 2024 | Dec 9, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | purchase | $15,001 - $50,000 | joint | 14d |
| Nov 21, 2024 | Nov 6, 2024 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | purchase | $15,001 - $50,000 | joint | 15d |
| Nov 21, 2024 | Nov 5, 2024 | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | purchase | $15,001 - $50,000 | joint | 16d |
| Nov 21, 2024 | Nov 4, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | purchase | $1,001 - $15,000 | joint | 17d |
| Nov 7, 2024 | Oct 28, 2024 | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | purchase | $1,001 - $15,000 | joint | 10d |
| Nov 7, 2024 | Oct 18, 2024 | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | purchase | $500,001 - $1,000,000 | joint | 20d |
| Nov 7, 2024 | Oct 18, 2024 | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | sale | $500,001 - $1,000,000 | joint | 20d |
| Oct 4, 2024 | Sep 18, 2024 | Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45 | purchase | $15,001 - $50,000 | joint | 16d |
| Sep 9, 2024 | Aug 31, 2024 | MSFT | sale | $100,001 - $250,000 | joint | 9d |
| Sep 9, 2024 | Aug 29, 2024 | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | purchase | $500,001 - $1,000,000 | joint | 11d |
| Sep 9, 2024 | Aug 29, 2024 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | sale | $500,001 - $1,000,000 | joint | 11d |
| Sep 9, 2024 | Aug 23, 2024 | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | purchase | $1,001 - $15,000 | joint | 17d |
| Aug 23, 2024 | Aug 12, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | purchase | $15,001 - $50,000 | joint | 11d |
| Aug 23, 2024 | Aug 6, 2024 | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | purchase | $15,001 - $50,000 | joint | 17d |
| Aug 23, 2024 | Aug 5, 2024 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | purchase | $15,001 - $50,000 | joint | 18d |
| Aug 6, 2024 | Jul 24, 2024 | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | purchase | $500,001 - $1,000,000 | joint | 13d |
| Aug 6, 2024 | Jul 24, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | sale | $500,001 - $1,000,000 | joint | 13d |
| Jul 11, 2024 | Jun 28, 2024 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | partial sale | $1,001 - $15,000 | joint | 13d |
| Jun 20, 2024 | May 22, 2024 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | purchase | $15,001 - $50,000 | joint | 29d |
| Jun 10, 2024 | May 24, 2024 | Pacific Co B1 Bond - Villa del Sol | purchase | $1,000,001 - $5,000,000 | joint | 17d |
| Jun 10, 2024 | May 22, 2024 | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | purchase | $500,001 - $1,000,000 | joint | 19d |
| Jun 10, 2024 | May 22, 2024 | Wise CNTY VA Indl Dev Auth Solid Waste 1.20% Due Nov 1, 2040 | sale | $500,001 - $1,000,000 | joint | 19d |
| Jun 10, 2024 | May 17, 2024 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | purchase | $100,001 - $250,000 | joint | 24d |
| Mar 8, 2024 | Feb 29, 2024 | MSFT | sale | $100,001 - $250,000 | spouse | 8d |
| Mar 8, 2024 | Feb 21, 2024 | Seattle WA MN LT PW 3.55% PWR Util Due 05/01/45 | purchase | $15,001 - $50,000 | joint | 16d |
| Mar 8, 2024 | Feb 21, 2024 | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | purchase | $500,001 - $1,000,000 | joint | 16d |
| Feb 21, 2024 | Feb 13, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | purchase | $15,001 - $50,000 | joint | 8d |
| Feb 21, 2024 | Feb 12, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | purchase | $15,001 - $50,000 | joint | 9d |
| Feb 21, 2024 | Feb 5, 2024 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | purchase | $50,001 - $100,000 | joint | 16d |
| Feb 21, 2024 | Feb 1, 2024 | Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031 | sale | $500,001 - $1,000,000 | joint | 20d |
| Feb 21, 2024 | Feb 1, 2024 | New Jersey ST Transn TR FD Auth Transn 5.00% Due Dec 15, 2032 | sale | $500,001 - $1,000,000 | joint | 20d |
| Feb 21, 2024 | Feb 1, 2024 | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | purchase | $500,001 - $1,000,000 | joint | 20d |
| Feb 5, 2024 | Jan 31, 2024 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | purchase | $50,001 - $100,000 | joint | 5d |
| Feb 5, 2024 | Jan 23, 2024 | Honolulu HI City & 4% Go Utx Due 10/01/32 | purchase | $15,001 - $50,000 | joint | 13d |
| Feb 5, 2024 | Jan 19, 2024 | New York N Y Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | purchase | $1,001 - $15,000 | joint | 17d |
| Jan 22, 2024 | Jan 4, 2024 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | purchase | $1,001 - $15,000 | joint | 18d |
| Jan 22, 2024 | Jan 3, 2024 | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | partial sale | $15,001 - $50,000 | joint | 19d |
| Dec 23, 2023 | Dec 15, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00% Due Aug 1, 2026 | partial sale | $15,001 - $50,000 | joint | 8d |
| Dec 23, 2023 | Dec 15, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | purchase | $15,001 - $50,000 | joint | 8d |
| Dec 23, 2023 | Dec 8, 2023 | Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031 | partial sale | $100,001 - $250,000 | joint | 15d |
| Dec 23, 2023 | Dec 8, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026 | sale | $250,001 - $500,000 | joint | 15d |
| Dec 23, 2023 | Dec 7, 2023 | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | purchase | $500,001 - $1,000,000 | joint | 16d |
| Dec 23, 2023 | Dec 5, 2023 | Triborough Bridge & Tunl Auth NY 4% SPL Tax Due 11/15/31 | purchase | $1,001 - $15,000 | joint | 18d |
| Dec 13, 2023 | Nov 16, 2023 | New York NY City Transitional Fin 5.00% Due Nov 1, 2027 | purchase | $1,001 - $15,000 | joint | 27d |
| Nov 26, 2023 | Nov 3, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026 | purchase | $15,001 - $50,000 | joint | 23d |
| Nov 26, 2023 | Nov 1, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | purchase | $15,001 - $50,000 | joint | 25d |
| Nov 8, 2023 | Oct 20, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | purchase | $1,001 - $15,000 | joint | 19d |
| Nov 8, 2023 | Oct 16, 2023 | New York NY City Transitional Fin 5.00% Due Nov 1, 2027 | purchase | $15,001 - $50,000 | joint | 23d |
| Oct 10, 2023 | Sep 29, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | partial sale | $15,001 - $50,000 | joint | 11d |
| Oct 10, 2023 | Sep 19, 2023 | United States Treas Bills Zero CPN 0.00% Due Mar 7, 2024 | purchase | $1,000,001 - $5,000,000 | joint | 21d |
| Sep 25, 2023 | Sep 6, 2023 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | purchase | $15,001 - $50,000 | joint | 19d |
| Sep 11, 2023 | Aug 31, 2023 | MSFT | sale | $500,001 - $1,000,000 | spouse | 11d |
| Sep 11, 2023 | Aug 30, 2023 | MSFT | sale | $250,001 - $500,000 | spouse | 12d |
| Sep 11, 2023 | Aug 28, 2023 | Prince Georges CNTY MD Go Consolidated 5.00 % Due Jul 15, 2031 | purchase | $15,001 - $50,000 | joint | 14d |
| Sep 11, 2023 | Aug 22, 2023 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | purchase | $15,001 - $50,000 | joint | 20d |
| Aug 8, 2023 | Jul 31, 2023 | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | purchase | $1,001 - $15,000 | joint | 8d |
| Aug 8, 2023 | Jul 28, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | purchase | $15,001 - $50,000 | joint | 11d |
| Aug 8, 2023 | Jul 19, 2023 | US Treasury Bill US T Bill Due 01/11/24 | purchase | $1,000,001 - $5,000,000 | joint | 20d |
| Jul 25, 2023 | Jul 14, 2023 | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | purchase | $1,001 - $15,000 | joint | 11d |
| Jul 7, 2023 | Jun 29, 2023 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | purchase | $15,001 - $50,000 | joint | 8d |
| Jun 23, 2023 | Jun 7, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | purchase | $15,001 - $50,000 | joint | 16d |
| Jun 23, 2023 | Jun 6, 2023 | New Jersey ST Transn TR FD Auth Trans 5.00% Due Dec 15, 2032 | purchase | $50,001 - $100,000 | joint | 17d |
| Jun 23, 2023 | Jun 2, 2023 | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | purchase | $15,001 - $50,000 | joint | 21d |
| Jun 14, 2023 | Mar 1, 2023 | MSFT Common Stock | sale | $250,001 - $500,000 | spouse | 105d |
| Jun 14, 2023 | Aug 30, 2022 | MSFT Common Stock | sale | $1,000,001 - $5,000,000 | spouse | 288d |
| Jun 7, 2023 | May 31, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | purchase | $15,001 - $50,000 | joint | 7d |
| Jun 7, 2023 | May 24, 2023 | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | purchase | $15,001 - $50,000 | joint | 14d |
| Jun 7, 2023 | May 23, 2023 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | sale | $500,001 - $1,000,000 | joint | 15d |
| Jun 7, 2023 | May 22, 2023 | Wise CNTY VA Indl Dev Auth Solid Waste 1.20 % Due Nov 1, 2040 | purchase | $500,001 - $1,000,000 | joint | 16d |
| Jun 7, 2023 | May 18, 2023 | NEW YORK NY GO BDS SER 05.00% 08/01/2030 | sale | $500,001 - $1,000,000 | joint | 20d |
| Jun 7, 2023 | May 18, 2023 | Maricopa CNTY Ariz Uni SCH Dist No 69 5.00 % Due Jul 1, 2027 | sale | $250,001 - $500,000 | joint | 20d |
| Jun 7, 2023 | May 17, 2023 | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | purchase | $500,001 - $1,000,000 | joint | 21d |
| May 25, 2023 | May 3, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | purchase | $15,001 - $50,000 | joint | 22d |
| May 6, 2023 | Apr 25, 2023 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | purchase | $15,001 - $50,000 | joint | 11d |
| May 6, 2023 | Apr 20, 2023 | US Treasury Bill23 U S T Bill Due 10/19/23 | purchase | $1,000,001 - $5,000,000 | joint | 16d |
| May 6, 2023 | Apr 18, 2023 | Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031 | purchase | $15,001 - $50,000 | joint | 18d |
| Apr 10, 2023 | Mar 30, 2023 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | partial sale | $15,001 - $50,000 | joint | 11d |
| Apr 10, 2023 | Mar 23, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | purchase | $1,001 - $15,000 | joint | 18d |
| Mar 20, 2023 | Mar 15, 2023 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | purchase | $1,001 - $15,000 | joint | 5d |
| Mar 20, 2023 | Mar 7, 2023 | Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031 | purchase | $1,001 - $15,000 | joint | 13d |
| Mar 7, 2023 | Feb 24, 2023 | Seattle WA MN LT 3.67% Util Due 05/01/45 | purchase | $1,001 - $15,000 | joint | 11d |
| Mar 7, 2023 | Feb 16, 2023 | New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | purchase | $15,001 - $50,000 | joint | 19d |
| Feb 19, 2023 | Feb 9, 2023 | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024 | sale | $500,001 - $1,000,000 | joint | 10d |
| Feb 19, 2023 | Feb 8, 2023 | New Jersey ST Transn TR FD Auth Transn 5.00 % Due Dec 15, 2032 | purchase | $500,001 - $1,000,000 | joint | 11d |
| Feb 19, 2023 | Feb 2, 2023 | Seattle WA MN LT PW PWR Util Due 05/01/45 | purchase | $50,001 - $100,000 | joint | 17d |
| Feb 6, 2023 | Jan 27, 2023 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | purchase | $15,001 - $50,000 | joint | 10d |
| Feb 6, 2023 | Jan 23, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | purchase | $50,001 - $100,000 | joint | 14d |
| Feb 6, 2023 | Jan 19, 2023 | Seattle WA MN LT PW PWR Util Due 05/01/45 | purchase | $1,001 - $15,000 | joint | 18d |
| Feb 6, 2023 | Jan 19, 2023 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | purchase | $1,001 - $15,000 | joint | 18d |
| Feb 6, 2023 | Jan 19, 2023 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | purchase | $15,001 - $50,000 | joint | 18d |
| Jan 21, 2023 | Jan 10, 2023 | Seattle WA MN LT PW 2.75% PWR Util Due 05/01/45 | purchase | $15,001 - $50,000 | joint | 11d |
| Jan 21, 2023 | Jan 6, 2023 | Triborough Bridge & 4% SPL Tax Due 11/15/31 | purchase | $500,001 - $1,000,000 | joint | 15d |
| Jan 21, 2023 | Jan 6, 2023 | Spring TX Isd 4% Go Utx Due 08/15/31 | purchase | $500,001 - $1,000,000 | joint | 15d |
| Jan 21, 2023 | Jan 3, 2023 | Tennessee HSG Dev Agy Residential Fin 2.80 % Due Jan 1, 2026 | partial sale | $1,001 - $15,000 | joint | 18d |
| Jan 21, 2023 | Jan 3, 2023 | Florida HSG Fin Corp Homeowner MTG Rev 2.15 % Due Jul 1, 2029 | partial sale | $1,001 - $15,000 | joint | 18d |
| Jan 2, 2023 | Dec 19, 2022 | Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 % Due Aug 1, 2025 | sale | $500,001 - $1,000,000 | joint | 14d |
| Jan 2, 2023 | Dec 16, 2022 | Maryland ST Dept TR 5%26 Comb Tax Due 10/01/26 | sale | $500,001 - $1,000,000 | joint | 17d |
| Jan 2, 2023 | Dec 16, 2022 | Connecticut ST Go BDS 2018 C 5.0000% Due 06/15/2030 | sale | $500,001 - $1,000,000 | joint | 17d |
| Jan 2, 2023 | Dec 16, 2022 | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | purchase | $500,001 - $1,000,000 | joint | 17d |
| Jan 2, 2023 | Dec 15, 2022 | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | purchase | $50,001 - $100,000 | joint | 18d |
| Dec 13, 2022 | Dec 1, 2022 | New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2030 | purchase | $15,001 - $50,000 | joint | 12d |
| Nov 28, 2022 | Nov 17, 2022 | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | purchase | $250,001 - $500,000 | joint | 11d |
| Nov 28, 2022 | Nov 17, 2022 | Illinois HSG Dev Auth Rev BDS Ser. 1.70 % Due Apr 1, 2031 | sale | $250,001 - $500,000 | joint | 11d |
| Nov 28, 2022 | Nov 17, 2022 | ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023 | sale | $50,001 - $100,000 | joint | 11d |
| Nov 28, 2022 | Nov 10, 2022 | United States Treas Bills Zero CPN 0.00 % Due May 11, 2023 | purchase | $1,000,001 - $5,000,000 | joint | 18d |
| Nov 28, 2022 | Nov 10, 2022 | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | purchase | $15,001 - $50,000 | joint | 18d |
| Nov 28, 2022 | Nov 9, 2022 | United States Treas Bills Zero CPN 0.00 % Due Feb 21, 2023 | purchase | $250,001 - $500,000 | joint | 19d |
| Nov 28, 2022 | Nov 4, 2022 | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | purchase | $15,001 - $50,000 | joint | 24d |
| Nov 14, 2022 | Oct 24, 2022 | New York N Y Go BDS Ser. Fiscal 2015F 5.00 % Due Jun 1, 2044 | purchase | $500,001 - $1,000,000 | joint | 21d |
| Nov 14, 2022 | Oct 24, 2022 | New York N Y Go BDS Ser. Fiscal 2008J 5.00 % Due Aug 1, 2026 | sale | $500,001 - $1,000,000 | joint | 21d |
| Nov 14, 2022 | Oct 20, 2022 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | purchase | $50,001 - $100,000 | joint | 25d |
| Nov 14, 2022 | Oct 19, 2022 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | purchase | $1,001 - $15,000 | joint | 26d |
| Oct 28, 2022 | Oct 17, 2022 | Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45 | purchase | $15,001 - $50,000 | joint | 11d |
| Oct 28, 2022 | Oct 17, 2022 | Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 % Due 08/01/25 | purchase | $15,001 - $50,000 | joint | 11d |
| Oct 28, 2022 | Oct 13, 2022 | Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45 | purchase | $1,001 - $15,000 | joint | 15d |
| Oct 28, 2022 | Oct 13, 2022 | Maryland ST Go ST Local Facs LN BDS 5.00 % Due 03/15/27 | sale | $500,001 - $1,000,000 | joint | 15d |
| Oct 28, 2022 | Oct 13, 2022 | Maryland ST Go BDS Ser. 2017 B 5.00 % Due 08/01/26 | purchase | $500,001 - $1,000,000 | joint | 15d |
| Oct 28, 2022 | Oct 13, 2022 | Connecticut ST Go BDS 2018 C 5.0000% Due 06/15/30 | purchase | $1,001 - $15,000 | joint | 15d |
| Oct 28, 2022 | Oct 12, 2022 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due 06/15/30 | purchase | $15,001 - $50,000 | joint | 16d |
| Oct 28, 2022 | Oct 7, 2022 | New York N Y City Transitional Fin 5.00 % Due 11/01/27 | purchase | $1,001 - $15,000 | joint | 21d |
| Oct 10, 2022 | Sep 28, 2022 | US Treasury Bill23 U S T Bill Due 09/07/23 | purchase | $1,000,001 - $5,000,000 | joint | 12d |
| Oct 10, 2022 | Sep 26, 2022 | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024 | purchase | $500,001 - $1,000,000 | joint | 14d |
| Oct 10, 2022 | Sep 22, 2022 | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | purchase | $15,001 - $50,000 | joint | 18d |
| Oct 10, 2022 | Sep 22, 2022 | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | purchase | $1,001 - $15,000 | joint | 18d |
| Sep 12, 2022 | Sep 1, 2022 | ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023 | partial sale | $50,001 - $100,000 | joint | 11d |
| Sep 12, 2022 | Aug 23, 2022 | Wolcott CT 1.25%22 Go Utx Due 08/23/22 | sale | $500,001 - $1,000,000 | joint | 20d |
| Aug 26, 2022 | Aug 18, 2022 | University Minn GO Ref BDS Regents Ser. 5.00% Due 10/01/25 | sale | $250,001 - $500,000 | joint | 8d |
| Aug 26, 2022 | Aug 18, 2022 | Round Rock Tex Indpt Sch Dist 5.00% Due 8/1/2025 | purchase | $100,001 - $250,000 | joint | 8d |
Amounts are the ranges members must report, not exact values. Source: House Clerk Periodic Transaction Reports. Scanned paper filings can't be read automatically and may be missing.
No recent stock purchases disclosed.
On average 26 days after the trade. The STOCK Act allows up to 45 days.
Research on post-2012 trades (NBER, 2025) finds members' portfolios match or trail the market on average. Our 10-year test shows how a copy strategy did.