Rick Scott
R-FL Senator for Florida Republican In Congress since 2019
- 135trades · 3 yrs
- 73buys
- 62sells
- 26dmedian wait
- 0filed late
Rick Scott disclosed 135 trades made since Oct 4, 2023: 73 buys and 62 sales. The most traded name was VAXX (3 trades). 78 of them were a spouse's or joint account's. The latest, made Jul 13, 2026, was filed Aug 3, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
- VAXX 3 trades 0 buy · 3 sell
Trades
135 trades since Oct 4, 2023 · newest first
-
Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01Buy$250K–$500KTraded Jul 13Filed Aug 3 21d
-
Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01Buy$500K–$1MTraded Jul 13Filed Aug 3 21d
-
King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 2036-12-01Sell$250K–$500KTraded Jul 13Filed Aug 3 21d
-
California State Public Works Revenue Bond Rate/Coupon: 5.0% Matures: 2030-10-01Sell$250K–$500KTraded Jul 13Filed Aug 3 21d
-
Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2030-07-01Sell$500K–$1MTraded Jul 13Filed Aug 3 21d
-
New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2035-07-01Sell$500K–$1MTraded Jul 13Filed Aug 3 21d
-
Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2046-06-01Sell · part$50K–$100KTraded Jul 13Filed Aug 3 21d
-
Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 2030-12-01Sell$100K–$250KTraded Jul 13Filed Aug 3 21d
-
Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01Buy$250K–$500KTraded Jul 8Filed Aug 3 26d
-
Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01Buy$500K–$1MTraded Jul 8Filed Aug 3 26d
-
Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01Buy$250K–$500KTraded Jul 8Filed Aug 3 26d
-
Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01Buy$100K–$250KTraded Jul 8Filed Aug 3 26d
-
North Texas Tollway Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040Buy$100K–$250KTraded Oct 2, 2025Filed Oct 30, 2025 28d
-
Dallas Fort Worth TX Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2029Buy$250K–$500KTraded Sep 11, 2025Filed Sep 18, 2025 7d
-
Chicago IL Met Water Reclamation District General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2039Buy$500K–$1MTraded Sep 9, 2025Filed Sep 18, 2025 9d
-
Washington County Oregon Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2052Buy$500K–$1MTraded Aug 21, 2025Filed Sep 18, 2025 28d
-
Utah Transp Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2041Buy$100K–$250KTraded Jul 17, 2025Filed Aug 13, 2025 27d
-
Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041Buy$250K–$500KTraded Jun 4, 2025Filed Jul 1, 2025 27d
-
Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041Buy$500K–$1MTraded Jun 4, 2025Filed Jul 1, 2025 27d
-
Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041Buy$100K–$250KTraded Jun 4, 2025Filed Jul 1, 2025 27d
-
Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054Buy$250K–$500KTraded Feb 7, 2025Filed Mar 3, 2025 24d
-
Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054Buy$500K–$1MTraded Feb 7, 2025Filed Mar 3, 2025 24d
-
Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054Buy$100K–$250KTraded Feb 7, 2025Filed Mar 3, 2025 24d
-
Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026Sell$250K–$500KTraded Feb 7, 2025Filed Mar 3, 2025 24d
-
Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026Sell$100K–$250KTraded Feb 7, 2025Filed Mar 3, 2025 24d
-
Central Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2040-01-01Sell$500K–$1MTraded Feb 7, 2025Filed Mar 3, 2025 24d
-
Tampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050Buy$250K–$500KTraded Dec 4, 2024Filed Dec 20, 2024 16d
-
Tampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050Buy$500K–$1MTraded Dec 4, 2024Filed Dec 20, 2024 16d
-
Tampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050Buy$100K–$250KTraded Dec 4, 2024Filed Dec 20, 2024 16d
-
South Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038Sell$500K–$1MTraded Dec 4, 2024Filed Dec 20, 2024 16d
-
Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 12/01/2030Sell · part$100K–$250KTraded Dec 4, 2024Filed Dec 20, 2024 16d
-
King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036Sell$250K–$500KTraded Nov 21, 2024Filed Dec 20, 2024 29d
-
Alabama Highway Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2026Sell$500K–$1MTraded Nov 21, 2024Filed Dec 20, 2024 29d
-
Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041Sell$250K–$500KTraded Nov 21, 2024Filed Dec 20, 2024 29d
-
El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046Sell$500K–$1MTraded Nov 21, 2024Filed Dec 20, 2024 29d
-
San Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035Sell$250K–$500KTraded Oct 24, 2024Filed Nov 20, 2024 27d
-
Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2034Sell$500K–$1MTraded Oct 23, 2024Filed Nov 20, 2024 28d
-
New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2035Sell$250K–$500KTraded Oct 9, 2024Filed Oct 23, 2024 14d
-
Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026Sell$500K–$1MTraded Oct 9, 2024Filed Oct 23, 2024 14d
-
Texas Water Dev Brd Revenue Bond Rate/Coupon: 5.0% Matures: 10/15/2040Sell$250K–$500KTraded Sep 25, 2024Filed Oct 23, 2024 28d
-
New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041Sell$250K–$500KTraded Sep 25, 2024Filed Oct 23, 2024 28d
-
South Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038Sell$250K–$500KTraded Sep 23, 2024Filed Oct 23, 2024 30d
-
South Carolina Ports Auth Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2050Sell$500K–$1MTraded Sep 23, 2024Filed Oct 23, 2024 30d
-
King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036Sell$100K–$250KTraded Aug 6, 2024Filed Aug 13, 2024 7d
-
San Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035Sell$250K–$500KTraded Aug 5, 2024Filed Aug 13, 2024 8d
-
San Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035Sell$500K–$1MTraded Aug 5, 2024Filed Aug 13, 2024 8d
-
Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031Sell · part$15K–$50KTraded Aug 5, 2024Filed Aug 13, 2024 8d
-
Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031Sell · part$1K–$15KTraded Aug 5, 2024Filed Aug 13, 2024 8d
-
New York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036Sell$100K–$250KTraded Aug 5, 2024Filed Aug 13, 2024 8d
-
King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043Buy$250K–$500KTraded Jul 25, 2024Filed Aug 13, 2024 19d
-
King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043Buy$500K–$1MTraded Jul 25, 2024Filed Aug 13, 2024 19d
-
King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043Buy$500K–$1MTraded Jul 25, 2024Filed Aug 13, 2024 19d
-
King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043Buy$100K–$250KTraded Jul 25, 2024Filed Aug 13, 2024 19d
-
New York State Urban Dev Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2049Buy$500K–$1MTraded Jul 16, 2024Filed Aug 13, 2024 28d
-
Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041Sell$250K–$500KTraded Jun 6, 2024Filed Jul 6, 2024 30d
-
Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041Sell$500K–$1MTraded Jun 6, 2024Filed Jul 6, 2024 30d
-
Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041Sell$100K–$250KTraded Jun 6, 2024Filed Jul 6, 2024 30d
-
Martin County Florida Health Facilities Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2045Sell$250K–$500KTraded Jun 6, 2024Filed Jul 6, 2024 30d
-
New York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036Sell · part$100K–$250KTraded Jun 6, 2024Filed Jul 6, 2024 30d
-
Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049Buy$250K–$500KTraded May 22, 2024Filed Jun 9, 2024 18d
-
Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049Buy$500K–$1MTraded May 22, 2024Filed Jun 9, 2024 18d
-
Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049Buy$500K–$1MTraded May 22, 2024Filed Jun 9, 2024 18d
-
Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049Buy$100K–$250KTraded May 22, 2024Filed Jun 9, 2024 18d
-
Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2030Sell$250K–$500KTraded May 9, 2024Filed Jun 9, 2024 31d
-
Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2030Sell$250K–$500KTraded May 9, 2024Filed Jun 9, 2024 31d
-
Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026Sell$500K–$1MTraded May 9, 2024Filed Jun 9, 2024 31d
-
San Miguel County Colorado Sch Dist Rev Bond Rate/Coupon: 5.0% Matures: 12/01/2025Sell$100K–$250KTraded May 9, 2024Filed Jun 9, 2024 31d
-
Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049Buy$250K–$500KTraded Apr 24, 2024Filed May 10, 2024 16d
-
Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049Buy$500K–$1MTraded Apr 24, 2024Filed May 10, 2024 16d
-
Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049Buy$250K–$500KTraded Apr 24, 2024Filed May 10, 2024 16d
-
Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049Buy$100K–$250KTraded Apr 24, 2024Filed May 10, 2024 16d
-
Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054Buy$250K–$500KTraded Apr 10, 2024Filed May 10, 2024 30d
-
Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054Buy$500K–$1MTraded Apr 10, 2024Filed May 10, 2024 30d
-
Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054Buy$500K–$1MTraded Apr 10, 2024Filed May 10, 2024 30d
-
Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054Buy$100K–$250KTraded Apr 10, 2024Filed May 10, 2024 30d
-
Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041Sell · part$50K–$100KTraded Apr 10, 2024Filed May 10, 2024 30d
-
Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041Sell$500K–$1MTraded Apr 10, 2024Filed May 10, 2024 30d
-
New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041Sell$250K–$500KTraded Apr 10, 2024Filed May 10, 2024 30d
-
New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041Sell$500K–$1MTraded Apr 10, 2024Filed May 10, 2024 30d
-
New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041Sell$100K–$250KTraded Apr 10, 2024Filed May 10, 2024 30d
-
Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2046Buy$250K–$500KTraded Mar 27, 2024Filed Apr 12, 2024 16d
-
Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2046Buy$500K–$1MTraded Mar 27, 2024Filed Apr 12, 2024 16d
-
Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2046Buy$500K–$1MTraded Mar 27, 2024Filed Apr 12, 2024 16d
-
Washington County Oregon School District General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2027Sell$250K–$500KTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
Washington County Oregon School District General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2027Sell$500K–$1MTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037Sell$250K–$500KTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
New York State Dorm Auth Personal Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2031Sell$100K–$250KTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049Buy$250K–$500KTraded Mar 20, 2024Filed Apr 12, 2024 23d
-
New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049Buy$500K–$1MTraded Mar 20, 2024Filed Apr 12, 2024 23d
-
New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049Buy$500K–$1MTraded Mar 20, 2024Filed Apr 12, 2024 23d
-
New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049Buy$100K–$250KTraded Mar 20, 2024Filed Apr 12, 2024 23d
-
University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0 Matures: 04/01/2041Buy$250K–$500KTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0% Matures: 04/01/2041Buy$500K–$1MTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0% Matures: 04/01/2041Buy$250K–$500KTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0% Matures: 04/01/2041Buy$100K–$250KTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037Sell$250K–$500KTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037Sell$100K–$250KTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
Tampa Bay Water Florida Regional Water Supply Auth Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2037Sell$250K–$500KTraded Mar 14, 2024Filed Apr 12, 2024 29d
-
New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037Sell$500K–$1MTraded Mar 5, 2024Filed Mar 15, 2024 10d
-
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2032Sell$500K–$1MTraded Mar 5, 2024Filed Mar 15, 2024 10d
-
El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046Buy$250K–$500KTraded Mar 4, 2024Filed Mar 15, 2024 11d
-
El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046Buy$500K–$1MTraded Mar 4, 2024Filed Mar 15, 2024 11d
-
El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046Buy$500K–$1MTraded Mar 4, 2024Filed Mar 15, 2024 11d
-
El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046Buy$100K–$250KTraded Mar 4, 2024Filed Mar 15, 2024 11d
-
California General Obligation Bond Rate/Coupon: 5.0% Matures: 04/01/2049Sell · part$250K–$500KTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031Sell$500K–$1MTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031Sell$250K–$500KTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030Sell$250K–$500KTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030Sell$250K–$500KTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030Sell$100K–$250KTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
King County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042Sell$100K–$250KTraded Feb 15, 2024Filed Mar 15, 2024 29d
-
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049Buy$250K–$500KTraded Feb 14, 2024Filed Mar 15, 2024 30d
-
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049Buy$500K–$1MTraded Feb 14, 2024Filed Mar 15, 2024 30d
-
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049Buy$500K–$1MTraded Feb 14, 2024Filed Mar 15, 2024 30d
-
Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049Buy$100K–$250KTraded Feb 14, 2024Filed Mar 15, 2024 30d
-
Washington DC Met Area Trans Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2039Buy$250K–$500KTraded Jan 10, 2024Filed Jan 19, 2024 9d
-
VAXXVaxxinity, Inc.Sell$1K–$15KTraded Dec 20, 2023Filed Jan 19, 2024 30d
-
VAXXVaxxinity, Inc.Sell$1K–$15KTraded Dec 20, 2023Filed Jan 19, 2024 30d
-
VAXXVaxxinity, Inc.Sell$1K–$15KTraded Dec 20, 2023Filed Jan 19, 2024 30d
-
Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044Buy$250K–$500KTraded Nov 27, 2023Filed Dec 10, 2023 13d
-
Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044Buy$250K–$500KTraded Nov 27, 2023Filed Dec 10, 2023 13d
-
Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044Buy$500K–$1MTraded Nov 27, 2023Filed Dec 10, 2023 13d
-
Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044Buy$100K–$250KTraded Nov 27, 2023Filed Dec 10, 2023 13d
-
District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044Buy$250K–$500KTraded Nov 21, 2023Filed Dec 10, 2023 19d
-
District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044Buy$500K–$1MTraded Nov 21, 2023Filed Dec 10, 2023 19d
-
District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044Buy$500K–$1MTraded Nov 21, 2023Filed Dec 10, 2023 19d
-
District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044Buy$100K–$250KTraded Nov 21, 2023Filed Dec 10, 2023 19d
-
Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045Buy$250K–$500KTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045Buy$250K–$500KTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045Buy$500K–$1MTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045Buy$100K–$250KTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041Buy$250K–$500KTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041Buy$250K–$500KTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041Buy$500K–$1MTraded Nov 9, 2023Filed Dec 10, 2023 31d
-
Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041Buy$100K–$250KTraded Nov 9, 2023Filed Dec 10, 2023 31d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$248.6M+
sum of 302 disclosed ranges
- Fund 117
- Bond 140
- Real estate 4
- Private business 19
- Cash 15
- Other 4
- AirplanesSelf$25M–$50MSame band
- Personal Residence - NaplesJoint$25M–$50MSame band
- Briarwood Capital Partners LPSelf$5M–$25MSame band
- Campaign Loan from Personal FundsSelf$5M–$25MSame band
- Ceres Farms LLCSelf$5M–$25MSame band
- Elliott Associates, L.P.Self$5M–$25MSame band
- Engine Capital, LPSelf$5M–$25MSame band
- GMO Equity Dislocation Fund LPSelf$5M–$25MSame band
- ITE Rail Fund, LP c/o ITE Rail GP LLCSelf$5M–$25MSame band
- Pershing Advisor Solutions - BNY MellonSelf$5M–$25MSame band
- Pershing Advisor Solutions - BNY MellonSelf$5M–$25MSame band
- GLDMSPDR Gold MiniSharesSelf$5M–$25MSame band
- GLDMSPDR Gold MiniSharesSelf$5M–$25MSame band
- U.S. Treasury Note 01/15/2026Self$5M–$25MSame band
- U.S. Treasury Note 01/15/2026Self$5M–$25MSame band
- U.S. Treasury Note 02/05/2026Self$5M–$25MSame band
- U.S. Treasury Note 03/31/2026Self$5M–$25MSame band
- VCA TCG Holdings, LLCSelf$5M–$25MSame band
- Ancora Impact Fund LP Series EESelf$1M–$5MNew
- Ancora Impact Fund LP Series EESelf$1M–$5MNew
- Bison Trailers, LLCSelf$1M–$5MSame band
- Casdin Partners, LPSelf$1M–$5MSame band
- CBLDXCrossingBridge Low Duration High Income Fund - CrossingBridge Low Duration High Income Fund - Institutional Class SharesSelf$1M–$5MNew
- Elliott Associates, L.P.Self$1M–$5M▼ $5M–$25M
- Engine Capital, LPSelf$1M–$5M▼ $5M–$25M
- AFortress Credit Opportunities Fund V Expansion (A) LPSelf$1M–$5MSame band
- AFortress Credit Opportunities Fund V Expansion (A) LPSelf$1M–$5MSame band
- AFortress Credit Opportunities Fund VI (A) LPSelf$1M–$5MSame band
- GMO Equity Dislocation Fund LPSelf$1M–$5M▼ $5M–$25M
- Gainline Equity Fund II LPSelf$1M–$5MSame band
- Gainline Equity Fund LPSelf$1M–$5MSame band
- Gainline Equity Fund LPSelf$1M–$5MSame band
- Gainline Equity Fund LPSelf$1M–$5MSame band
- Gainline Galaxy Holdings LLCSelf$1M–$5MSame band
- Gainline Galaxy Holdings LLCSelf$1M–$5MSame band
- ITE Rail Fund, LP c/o ITE Rail GP LLCSelf$1M–$5M▼ $5M–$25M
- Residential PropertyJoint$1M–$5MSame band
- XLES&P 500 Energy Sector SPDRSelf$1M–$5MSame band
- XLUS&P 500 Utilities Sector SPDRSelf$1M–$5MSame band
- NANRSPDR S&P North American Natural Resources ETFSelf$1M–$5MSame band
- LABStandard BioTools Inc.Self$1M–$5MSame band
- Stonepine Capital, L.P.Self$1M–$5M▼ $5M–$25M
- Stonepine Capital, L.P.Self$1M–$5M▼ $5M–$25M
- U.S. Treasury Note 03/12/2026Self$1M–$5M▼ $5M–$25M
- VSS Structured Capital III, L.P.Self$1M–$5MSame band
- VSS Structured Capital IV, LPSelf$1M–$5MSame band
- Washington TownhouseSelf$1M–$5MSame band
- Ancora Impact Fund LP Series EESpouseOver $1MNew
- BNY MellonSpouseOver $1MSame band
- Bison Trailers, LLCSpouseOver $1MSame band
- Briarwood Capital Partners LPSpouseOver $1MSame band
- Briarwood Capital Partners LPSpouseOver $1MSame band
- Casdin Partners, LPSpouseOver $1MSame band
- Ceres Farms LLCSpouseOver $1MSame band
- Ceres Farms LLCSpouseOver $1MSame band
- Elliott Associates, L.P.SpouseOver $1MSame band
- Elliott Associates, L.P.SpouseOver $1MSame band
- Engine Capital, LPSpouseOver $1MSame band
- Engine Capital, LPSpouseOver $1MSame band
- AFortress Credit Opportunities Fund V Expansion (A) LPSpouseOver $1MSame band
- AFortress Credit Opportunities Fund V Expansion (A) LPSpouseOver $1MSame band
- AFortress Credit Opportunities Fund VI (A) LPSpouseOver $1MSame band
- AFortress Credit Opportunities Fund VI (A) LPSpouseOver $1MSame band
- GMO Equity Dislocation Fund LPSpouseOver $1MSame band
- GMO Equity Dislocation Fund LPSpouseOver $1MSame band
- Gainline Equity Fund II LPSpouseOver $1MSame band
- Gainline Equity Fund II LPSpouseOver $1MSame band
- Gainline Equity Fund LPSpouseOver $1MSame band
- Gainline Equity Fund LPSpouseOver $1MSame band
- Gainline Galaxy Holdings LLCSpouseOver $1MSame band
- Gainline Galaxy Holdings LLCSpouseOver $1MSame band
- ITE Rail Fund, LP c/o ITE Rail GP LLCSpouseOver $1MSame band
- ITE Rail Fund, LP c/o ITE Rail GP LLCSpouseOver $1MSame band
- Pershing Advisor Solutions - BNY MellonSpouseOver $1MSame band
- Residential PropertySpouseOver $1MSame band
- Richard L. and F. Annette Scott Family PartnershipSpouseOver $1MSame band
- XLES&P 500 Energy Sector SPDRSpouseOver $1MSame band
- XLES&P 500 Energy Sector SPDRSpouseOver $1MSame band
- XLUS&P 500 Utilities Sector SPDRSpouseOver $1MSame band
- XLUS&P 500 Utilities Sector SPDRSpouseOver $1MSame band
- GLDMSPDR Gold MiniSharesSpouseOver $1MSame band
- GLDMSPDR Gold MiniSharesSpouseOver $1MSame band
- LABStandard BioTools Inc.SpouseOver $1MSame band
- LABStandard BioTools Inc.SpouseOver $1MSame band
- Stonepine Capital, L.P.SpouseOver $1MSame band
- Stonepine Capital, L.P.SpouseOver $1MSame band
- U.S. Treasury Note 02/05/2026SpouseOver $1MSame band
- U.S. Treasury Note 02/05/2026SpouseOver $1MSame band
- U.S. Treasury Note 03/12/2026SpouseOver $1MSame band
- U.S. Treasury Note 03/12/2026SpouseOver $1MSame band
- U.S. Treasury Note 03/31/2026SpouseOver $1MSame band
- VCA TCG Holdings, LLCSpouseOver $1MSame band
- VCA TCG Holdings, LLCSpouseOver $1MSame band
- VSS Structured Capital III, L.P.SpouseOver $1MSame band
- VSS Structured Capital III, L.P.SpouseOver $1MSame band
- VSS Structured Capital IV, LPSpouseOver $1MSame band
- VSS Structured Capital IV, LPSpouseOver $1MSame band
- Arizona Board of Regents University of Arizona Sys Revenue BondSelf$500K–$1MSame band
- Bison Trailers, LLCSpouse$500K–$1M▼ Over $1M
- California General Obligation BondSpouse$500K–$1MSame band
- California State Var Purp General Obligation BondSelf$500K–$1MSame band
- Casdin Partners, LPSelf$500K–$1M▼ $1M–$5M
- Casdin Partners, LPSpouse$500K–$1M▼ Over $1M
- Charlotte NC Water & Sewer Sys Revenue BondSelf$500K–$1MNew
- Chicago IL Met Water Reclamation District General Obligation BondSelf$500K–$1MNew
- Dallas Texas Water & Sewer Revenue BondSelf$500K–$1MSame band
- District of Columbia Income Tax Revenue BondSelf$500K–$1MSame band
- District of Columbia Income Tax Revenue BondSpouse$500K–$1MSame band
- El Paso Texas Water & Sewer Revenue BondSelf$500K–$1MSame band
- QLTYGMO U.S. Quality ETFSelf$500K–$1MNew
- Gainline Galaxy Holdings LLCSelf$500K–$1M▼ $1M–$5M
- Hampton Roads Transn Accountability Commn Revenue BondSelf$500K–$1MSame band
- Harris County Texas Toll Road Revenue BondSelf$500K–$1MSame band
- Harris County Texas Toll Road Revenue BondSpouse$500K–$1MSame band
- Houston Texas Utility Sys Revenue BondSelf$500K–$1MSame band
- King County Washington Sch Dist G.O. BondSelf$500K–$1MSame band
- King County Washington Sewer Revenue BondSelf$500K–$1MSame band
- Main Str Nat Gas Inc Georgia Revenue BondSelf$500K–$1MSame band
- Main Str Nat Gas Inc Georgia Revenue BondSpouse$500K–$1MSame band
- New Jersey St Educational Facs Auth Revenue BondSelf$500K–$1MSame band
- New Jersey State Turnpike Revenue BondSelf$500K–$1MSame band
- New York State Urban Dev Corp Revenue BondSelf$500K–$1MSame band
- Ohio State Water Dev Auth Revenue BondSelf$500K–$1MSame band
- Oklahoma St Wtr Res Brd Revolving Fund Revenue BondSelf$500K–$1MNew
- Pennsylvania Higher Education Facs Auth Revenue BondSelf$500K–$1MSame band
- Pennsylvania Higher Education Facs Auth Revenue BondSpouse$500K–$1MSame band
- Port Portland Oregon Airport Revenue BondSelf$500K–$1MSame band
- Prime Movers Growth Fund I LPSelf$500K–$1MSame band
- Prime Movers Growth Fund I LPSpouse$500K–$1MSame band
- Prime Movers Growth Fund I LPSpouse$500K–$1MSame band
- Prime Movers Lab Fund II LPSelf$500K–$1MSame band
- NANRSPDR S&P North American Natural Resources ETFSpouse$500K–$1MSame band
- NANRSPDR S&P North American Natural Resources ETFSpouse$500K–$1MSame band
- Tampa Fla Wtr & Wastewater Sys Revenue BondSelf$500K–$1MSame band
- Third Prime Alpha Fund II, LPSelf$500K–$1MSame band
- Third Prime Alpha Fund II, LPSpouse$500K–$1MSame band
- Third Prime Alpha Fund III, LPSelf$500K–$1MSame band
- Third Prime Alpha Fund III, LPSpouse$500K–$1MSame band
- Third Prime Alpha Fund III, LPSpouse$500K–$1MSame band
- University of Maryland Sys Auxiliary Fac & Tuit Revenue BondSelf$500K–$1MSame band
- VSS Structured Capital III, L.P.Self$500K–$1M▼ $1M–$5M
- OIHVanEck Vectors Oil Services ETFSelf$500K–$1MSame band
- WIJG1 LLCSelf$500K–$1MSame band
- WIJG1 LLCSpouse$500K–$1MSame band
- WIJG1 LLCSpouse$500K–$1MSame band
- Washington County Oregon Sch Dist General Obligation BondSelf$500K–$1MNew
- Washington St. General Obligation BondSelf$500K–$1MSame band
- Arizona Board of Regents University of Arizona Sys Revenue BondSpouse$250K–$500KSame band
- California State Public Works Revenue BondSpouse$250K–$500KSame band
- Charlotte NC Water & Sewer Sys Revenue BondSpouse$250K–$500KNew
- Chicago Illinois Met Water Reclamation District BondSelf$250K–$500KSame band
- Dallas Fort Worth TX Intl Airport Revenue BondSpouse$250K–$500KNew
- District of Columbia Income Tax Revenue BondSpouse$250K–$500K▼ $500K–$1M
- El Paso Texas Water & Sewer Revenue BondSpouse$250K–$500KSame band
- Hampton Roads Transn Accountability Commn Revenue BondSpouse$250K–$500KSame band
- Hampton Roads Transn Accountability Commn Revenue BondSpouse$250K–$500KSame band
- Harris County Texas Toll Road Revenue BondSpouse$250K–$500K▼ $500K–$1M
- Houston Texas Utility Sys Revenue BondSpouse$250K–$500KSame band
- Houston Texas Utility Sys Revenue BondSpouse$250K–$500KSame band
- Hudson Yds Infrastructure Corp NY Revenue BondSpouse$250K–$500KSame band
- King County Washington Sch Dist G.O. BondSpouse$250K–$500KSame band
- King County Washington Sewer Revenue BondSpouse$250K–$500KSame band
- King County Washington Sewer Revenue BondSpouse$250K–$500KSame band
- Main Str Nat Gas Inc Georgia Revenue BondSpouse$250K–$500K▼ $500K–$1M
- MRFOXMarshfield Concentrated Opportunity FundSelf$250K–$500KNew
- New Jersey State Turnpike Revenue BondSpouse$250K–$500K▼ $500K–$1M
- New Jersey State Turnpike Revenue BondSpouse$250K–$500K▼ $500K–$1M
- OVO Fund II, LLCSelf$250K–$500KSame band
- OVO Fund II, LLCSpouse$250K–$500KSame band
- OVO Fund II, LLCSpouse$250K–$500KSame band
- OVO Fund III, LLCSpouse$250K–$500KSame band
- OVO Fund III, LLCSpouse$250K–$500KSame band
- Ohio State Water Dev Auth Revenue BondSpouse$250K–$500KSame band
- Ohio State Water Dev Auth Revenue BondSpouse$250K–$500KSame band
- Oklahoma St Wtr Res Brd Revolving Fund Revenue BondSpouse$250K–$500KNew
- Pennsylvania Higher Education Facs Auth Revenue BondSpouse$250K–$500K▼ $500K–$1M
- Pershing Advisor SolutionsSpouse$250K–$500KSame band
- Pershing Advisor Solutions - BNY MellonSelf$250K–$500K▼ $5M–$25M
- Prime Movers Lab Fund II LPSpouse$250K–$500K▼ $500K–$1M
- Prime Movers Lab Fund II LPSpouse$250K–$500K▼ $500K–$1M
- Tampa Fla Wtr & Wastewater Sys Revenue BondSpouse$250K–$500KSame band
- Third Prime Alpha Fund II, LPSelf$250K–$500K▼ $500K–$1M
- Third Prime Alpha Fund II, LPSpouse$250K–$500K▼ $500K–$1M
- University of Maryland Sys Auxiliary Fac & Tuit Revenue BondSpouse$250K–$500KSame band
- University of Maryland Sys Auxiliary Fac & Tuit Revenue BondSpouse$250K–$500KSame band
- OIHVanEck Vectors Oil Services ETFSpouse$250K–$500KSame band
- OIHVanEck Vectors Oil Services ETFSpouse$250K–$500KSame band
- Washington DC Met Area Trans Auth Revenue BondSpouse$250K–$500KSame band
- Washington St. General Obligation BondSpouse$250K–$500K▼ $500K–$1M
- Washington St. General Obligation BondSpouse$250K–$500K▼ $500K–$1M
- Arizona Board of Regents University of Arizona Sys Revenue BondSelf$100K–$250K▼ $500K–$1M
- Charlotte NC Water & Sewer Sys Revenue BondSelf$100K–$250KNew
- Connecticut State Spec Tax Revenue BondSelf$100K–$250KSame band
- District of Columbia Income Tax Revenue BondSelf$100K–$250K▼ $500K–$1M
- El Paso Texas Water & Sewer Revenue BondSelf$100K–$250K▼ $500K–$1M
- Hampton Roads Transn Accountability Commn Revenue BondSelf$100K–$250K▼ $500K–$1M
- Harris County Texas Toll Road Revenue BondSelf$100K–$250K▼ $500K–$1M
- Haven Capital Partners I, LPSelf$100K–$250K▲ $15K–$50K
- Houston Texas Utility Sys Revenue BondSelf$100K–$250K▼ $500K–$1M
- King County Washington Sewer Revenue BondSelf$100K–$250K▼ $500K–$1M
- Light-sport airplaneSelf$100K–$250KSame band
- Lower Alabama Gas Project Revenue BondSelf$100K–$250KSame band
- Main Str Nat Gas Inc Georgia Revenue BondSelf$100K–$250K▼ $500K–$1M
- Morgan StanleySelf$100K–$250KSame band
- Morgan StanleySpouse$100K–$250K▼ Over $1M
- New Jersey State Turnpike Revenue BondSelf$100K–$250K▼ $500K–$1M
- North Texas Tollway Auth Revenue BondSpouse$100K–$250KNew
- OVO Fund II, LLCSelf$100K–$250K▼ $250K–$500K
- OVO Fund III, LLCSelf$100K–$250K▼ $250K–$500K
- Oklahoma St Wtr Res Brd Revolving Fund Revenue BondSelf$100K–$250KNew
- Pennsylvania Higher Education Facs Auth Revenue BondSelf$100K–$250K▼ $500K–$1M
- Pershing Advisor SolutionsSelf$100K–$250KSame band
- Pershing Advisor SolutionsSpouse$100K–$250K▼ $250K–$500K
- Richard L. and F. Annette Scott Family PartnershipSpouse$100K–$250K▼ Over $1M
- Seattle Washington Solid Waste Revenue BondSpouse$100K–$250KSame band
- Tampa Fla Wtr & Wastewater Sys Revenue BondSelf$100K–$250K▼ $500K–$1M
- Texas Water Dev Brd Revenue BondSelf$100K–$250KSame band
- Third Prime Alpha Fund IV, LPSelf$100K–$250K▼ $500K–$1M
- University of Maryland Sys Auxiliary Fac & Tuit Revenue BondSelf$100K–$250K▼ $500K–$1M
- University of Michigan Revenue BondSelf$100K–$250KSame band
- Utah Transp Auth Sales Tax Revenue BondSelf$100K–$250KNew
- Washington St. General Obligation BondSelf$100K–$250K▼ $500K–$1M
- Wells Fargo Bank, N.A.Self$100K–$250K▲ $15K–$50K
- LAG SF (L) L.P.Spouse$50K–$100KSame band
- QLTYGMO U.S. Quality ETFSpouse$50K–$100KNew
- MRFOXMarshfield Concentrated Opportunity FundSpouse$50K–$100KNew
- Morgan StanleySelf$50K–$100K▼ $100K–$250K
- Morgan StanleySpouse$50K–$100K▼ Over $1M
- Pershing Advisor Solutions - BNY MellonSpouse$50K–$100K▼ Over $1M
- Pershing Money Market AccountSpouse$50K–$100KSame band
- Refundable Club Deposit 2Self$50K–$100KSame band
- Third Prime Alpha Fund IV, LPSpouse$50K–$100K▼ $500K–$1M
- LAG SF (L) L.P.Self$15K–$50KSame band
- LAG SF (L) L.P.Self$15K–$50KSame band
- LAG SF (L) L.P.Spouse$15K–$50K▼ $50K–$100K
- Account Receivable from Anthony FranklinSelf$15K–$50K▼ $50K–$100K
- Account Receivable from Greg BeihlSpouse$15K–$50KNew
- Third Prime Alpha Fund IV, LPSelf$15K–$50K▼ $500K–$1M
- Account Receivable from AJ 3 LLCSpouse$1K–$15KSame band
- Account Receivable from AJ I Gainline LLCSpouse$1K–$15KNew
- Government National Mortgage Assn PoolSpouse$1K–$15KSame band
- Government National Mortgage Assn PoolSpouse$1K–$15KSame band
- Government National Mortgage Assn PoolSpouse$1K–$15KSame band
- Government National Mortgage Assn PoolSpouse$1K–$15KSame band
- Government National Mortgage Assn PoolSpouse$1K–$15KSame band
- Government National Mortgage Assn PoolSpouse$1K–$15KSame band
- Nokomis Capital Partners, L.P.Self$1K–$15KSame band
- Nokomis Capital Partners, L.P.Self$1K–$15KSame band
- Nokomis Capital Partners, L.P.Spouse$1K–$15KSame band
- Nokomis Capital Partners, L.P.Spouse$1K–$15KSame band
- Refundable Club Deposit 1Self$1K–$15K▼ $50K–$100K
- Account Receivable from AJ 3 LLCSpouseUnder $1K▼ $1K–$15K
- Account Receivable from Stonepine Capital, L.P.SelfUnder $1K▼ $1M–$5M
- Account Receivable from Stonepine Capital, L.P.SelfUnder $1K▼ $1M–$5M
- Account Receivable from Stonepine Capital, L.P.SpouseUnder $1K▼ Over $1M
- Account Receivable from Stonepine Capital, L.P.SpouseUnder $1K▼ Over $1M
- Central Texas Regional Mobility Auth Revenue BondSelfUnder $1K▼ $500K–$1M
- CBLDXCrossingBridge Low Duration High Income Fund - CrossingBridge Low Duration High Income Fund - Institutional Class SharesSelfUnder $1KNew
- CBLDXCrossingbridge Low Duration High Yield Fund InstSpouseUnder $1K▼ $1M–$5M
- Port of Seattle Washington Revenue BondSelfUnder $1K▼ $100K–$250K
- Port of Seattle Washington Revenue BondSpouseUnder $1K▼ $250K–$500K
- Salt River Proj Agric & Impt Pwr Dist AZ Revenue BondSelfUnder $1K▼ $500K–$1M
- Salt River Proj Agric & Impt Pwr Dist AZ Revenue BondSelfUnder $1K▼ $500K–$1M
- Salt River Proj Agric & Impt Pwr Dist AZ Revenue BondSpouseUnder $1K▼ $250K–$500K
- South Carolina Ports Auth Revenue BondSelfUnder $1K▼ $500K–$1M
- South Carolina Ports Auth Revenue BondSelfUnder $1K▼ $500K–$1M
- U.S Treasury Note 08/07/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 01/02/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 01/30/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 02/06/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 02/06/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 02/06/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 02/20/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 02/20/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 03/20/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 03/20/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 03/20/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 04/17/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 05/08/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 05/08/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 05/08/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 06/20/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 06/20/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 07/17/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 08/07/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 08/07/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 09/11/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 09/11/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 09/11/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 09/11/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 09/23/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 09/23/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 10/16/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 10/16/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 11/06/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 11/06/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 11/06/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 12/11/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 12/11/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 12/11/2025SpouseUnder $1K▼ Over $1M
- U.S. Treasury Note 12/26/2025SelfUnder $1K▼ $5M–$25M
- U.S. Treasury Note 12/26/2025SpouseUnder $1K▼ Over $1M
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- OEF iShares S&P 100 ETF $500K–$1M
- OEF iShares S&P 100 ETF $100K–$250K
- Canyon Laurel Fund L.P. $50K–$100K
- Canyon Laurel Fund L.P. $15K–$50K
- Canyon Laurel Fund L.P. $15K–$50K
- Canyon Laurel Fund L.P. $15K–$50K
- Federal National Mortgage Assn Pool $1K–$15K
- Morgan Stanley Bank $1K–$15K
Source filings
Every report we read for this page · newest first
- Aug 13, 2026 2025 annual report 302 assets View original
- Aug 13, 2026 Periodic transaction report · amended 6 trades View original
- Aug 3, 2026 Periodic transaction report 12 trades View original
- Oct 30, 2025 Periodic transaction report 1 trade View original
- Sep 18, 2025 Periodic transaction report 3 trades View original
- Aug 13, 2025 2024 annual report 365 assets View original
- Aug 13, 2025 Periodic transaction report 1 trade View original
- Aug 13, 2025 Periodic transaction report · amended 17 trades View original
- Aug 13, 2025 Periodic transaction report · amended 13 trades View original
- Aug 13, 2025 Periodic transaction report · amended 5 trades View original
- Aug 13, 2025 Periodic transaction report · amended 9 trades View original
- Jul 1, 2025 Periodic transaction report 3 trades View original
- Nov 20, 2024 Periodic transaction report 2 trades View original
- Oct 23, 2024 Periodic transaction report 6 trades View original
- Aug 13, 2024 2023 annual report 428 assets View original
- Aug 13, 2024 Periodic transaction report 11 trades View original
- Jun 9, 2024 Periodic transaction report 8 trades View original
- Apr 12, 2024 Periodic transaction report 18 trades View original
- Jan 19, 2024 Periodic transaction report 4 trades View original
- Dec 10, 2023 Periodic transaction report 16 trades View original
From STOCK Act disclosures filed with the Secretary of the Senate. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.