DateSecurityTypeAmountFiledOwner
2026-08-05Long Is Pwr Auth Var 9/01/55 [GS]Buy$15.0K – $50.0K2026-09-01joint
2026-07-27Tri-Creek 5.00% 7/15/33 [GS]Buy$50.0K – $100.0K2026-08-01joint
2026-01-15Virginia St Pub Bldg 4.00% 08/01/36 [GS]Buy$50.0K – $100.0K2026-01-31joint
2026-01-07Ohio St Gen Oblig 5.00% 11/01/34 [GS]Buy$15.0K – $50.0K2026-01-31joint
2025-12-18Madison Conn GO BD 3.5% 12/18/25 [GS]Sell$50.0K – $100.0K2026-01-02joint
2025-10-31King Cnty Wash 4.00% 12/01/32 [GS]Buy$15.0K – $50.0K2025-11-02joint
2025-10-23St John Baptist Parish Var 06/01/37 [GS]Buy$50.0K – $100.0K2025-11-02joint
2024-12-23Duke Street LLC, 50% Interest [OI]Sell$5.0M – $25.0M2025-01-06joint
2024-12-04Oklahoma Cnty OK Indep 3.00% 07.01.25 [GS]Buy$1.0K – $15.0K2025-01-06joint
2024-12-04Oklahoma Cnty OK Indep 3.00% 07.01.25 [GS] F S: New S O: Stocks, Bonds, & Mutual Funds D: 15,000 units Oklahoma County, OK, Indep 3.00% 07/01/25Buy$1.0K – $15.0K2025-01-06joint
2024-12-02Dallas Tex Area Rapid 5.00% 12/01/25 [GS] F S: New S O: Stocks, Bonds, & Mutual Funds D: Called SecurityExchange$1.0K – $15.0K2025-01-06joint
2024-11-21Virginia State Housing Development 3.4% 07/01/29 [GS]Buy$15.0K – $50.0K2024-12-07joint
2024-10-29Delaware Valley PA 4.00% 03/01/33 [GS]Buy$15.0K – $50.0K2024-11-03joint
2024-10-18New Jersey State 5.00% 06/15/33 [GS]Buy$15.0K – $50.0K2024-11-03joint
2024-10-09North Las Vegas Nev 4.00% 06/01/36 [GS]Buy$15.0K – $50.0K2024-11-03joint
2024-10-09Chicago Ill O'Hare 4.00% 01/01/36 [GS]Buy$15.0K – $50.0K2024-11-03joint
2024-10-02Jefferson Cnty KY 4.00% 09/01/36 [GS]Buy$15.0K – $50.0K2024-11-03joint
2024-05-31Wise Cnty VA V-A 1.875% 11-01-40 [GS]Sell$15.0K – $50.0K2024-06-06joint
2024-05-23Putnam Cnty WVA Brd Ed 1.123% 05/01/24 [GS]Sell$15.0K – $50.0K2024-06-06joint
2023-09-15Wisconsin St Health & EDL 5.00% 09/15/30 [GS] F S: New S O: Stocks, Bonds, & Mutual Funds D: Called Security, Wisconsin St Health & EDL 5.00% 09/15/30Sell$1.0K – $15.0K2023-10-01joint
2023-06-30Union-Endicott NY Cent 3.75% 06/30/23 [GS]Sell$1.0K – $15.0K2023-07-01joint
2023-03-16Wisconsin St Health & EDL 5.00% 09/15/30 [GS] F S: New S O: Stocks, Bonds, & Mutual FundsBuy$1.0K – $15.0K2023-04-05joint
2022-11-10Virginia St Pub 3.00% 10/01/38 [GS]Sell$15.0K – $50.0K2022-12-01joint
2022-04-07Halifax County VA Indl Dev Var 12/01/41 [GS]Sell$15.0K – $50.0K2022-05-01joint
2022-03-01VgP N.V. NPV common [PS]Sell$15.0K – $50.0K2022-04-01joint
2022-03-01FANUFFanuc Limited Ordinary Shares (FANUF) [ST]Sell$1.0K – $15.0K2022-04-01joint 2022-02-28DISWalt Disney Company (DIS) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28VZVerizon Communications Inc. (VZ) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28TJXTJX Companies, Inc. (TJX) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28TGTTarget Corporation (TgT) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28REGNRegeneron Pharmaceuticals, Inc. (REgN) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28NVDANVIDIA Corporation (NVDA) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28NKENike, Inc. (NKE) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28NDAQNasdaq, Inc. (NDAQ) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28MSFTMicrosoft Corporation (MSFT) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28KAIKadant Inc (KAI) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28IAUiShares gold Trust Shares of the iShares gold Trust (IAU) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28NTLAIntellia Therapeutics, Inc. (NTLA) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28ILMNIllumina, Inc. (ILMN) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28GSgoldman Sachs group, Inc. (gS) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28ECLEcolab Inc. (ECL) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28CYRXCryoPort, Inc. (CYRX) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28CGNXCognex Corporation (CgNX) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28CDNSCadence Design Systems, Inc. (CDNS) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-28ASMLASML Holding N.V. - New York Registry Shares (ASML) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28AMZNAmazon.com, Inc. (AMZN) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-28ACNAccenture plc Class A Ordinary Shares (ACN) [ST]Sell$15.0K – $50.0K2022-03-03joint 2022-02-08Fontana Calif Univ Sch 3.00% 08/01/38 [gS]Buy$15.0K – $50.0K2022-03-03joint
2022-02-03MSCIMSCI Inc (MSCI) [ST]Sell$1.0K – $15.0K2022-03-03joint 2022-02-03BRK.BBerkshire Hathaway Inc. New (BRK.B) [ST]Buy$1.0K – $15.0K2022-03-03joint