DateSecurityTypeAmountFiledOwner
2026-05-20Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS]Buy$1.0M – $5.0M2026-06-06self
2026-02-17Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA]Buy$1.0M – $5.0M2026-03-14self
2026-02-09Brighthouse Buffered Annuity S&P 500 Trigger Rate [VA]Sell$5.0M – $25.0M2026-03-14self
2025-12-30JP Morgan 3-year one-time callable barrier note [CS]Buy$5.0M – $25.0M2026-01-02self
2025-12-29Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA]Buy$5.0M – $25.0M2026-01-01self
2025-12-29Prudential RILA - 10% Buffer 3-year S&P 500 Index [VA]Buy$5.0M – $25.0M2025-12-31self
2025-12-29Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA]Buy$5.0M – $25.0M2025-12-30self
2025-11-13JP Morgan 5 year Barrier Note INDU/NDX/RTY [CS]Buy$5.0M – $25.0M2025-12-14self
2025-05-13Wells Fargo 5.574 07/25/29 '28 Mtn [CS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 [GS]Sell$50.0K – $100.0K2025-06-22self
2025-05-13Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Texas Tech Univ Revs 5.000 2029- 02-15 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13South Jordan Utah Sales Tax Rev 5.00 2028-8-15 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Sherman Tex 5.0000 2025-08-15 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Port Tacoma Wash Rev 4.0000 2025- 12-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13PNC Finl Svc 6.875 10/20/34 '33 FRN [CS]Sell$50.0K – $100.0K2025-06-22self
2025-05-13Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Oviedo FLA Util Rev 5.0000 2032-10- 01 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Ohio St Spl Oblig 5.0000 2029-04-01 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13New York NY 5.0000 2033-08-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13New York NY 5.0000 2028-08-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Minnesota ST 5.00 2025-08-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Memphis TN 5.0000 2032-05-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Maryland St Dept Transn Cons Transn 5.000 2029-09-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Laredo TEX 5.000 2031-2-15/ 516824JB6 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Lakewood Ohio City Sch Dist 5.0000 2025-12-01 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Kansas City MO 4.0000 2030-02-01 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Grand Praire Tex 5.0000 2032-02-15 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13General Motors Financial Company Inc 2.35 2031-01-08 [CS]Sell$50.0K – $100.0K2025-06-22self
2025-05-13Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS]Sell$15.0K – $50.0K2025-06-22self
2025-05-13Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Florida St Dept Environmental ProtnSell$1.0K – $15.0K2025-06-22self
2025-05-13District Columbia Income Tax Rev 5.000 2032-03-01 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Denton Tex Indpt Sch Dist 5.0000 2029-08-15 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Denton Tex 5.0000 2029-02-15 [GS] F S: New S O: CRT - Standard Unit Trust D: Account ClosingSell$1.0K – $15.0K2025-06-22self
2025-05-13Denton Cnty Tex 4.0000 2029-07-15 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 [GS]Sell$1.0K – $15.0K2025-06-22self
2025-05-13Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 [GS]Sell$15.0K – $50.0K2025-06-22self