Suzan K. DelBene

D-WA-1 Representative for Washington’s 1st district Democrat In Congress since 2012

Ways and Means

166trades · 3 yrs
70buys
96sells
17dmedian wait
0filed late

Suzan K. DelBene disclosed 166 trades made since Oct 4, 2023: 70 buys and 96 sales. The most traded name was MSFT (2 trades). All of them were a spouse's or joint account's. The latest, made Sep 14, 2026, was filed Sep 30, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

MSFT 2 trades 0 buy · 2 sell

Trades

166 trades since Oct 4, 2023 · newest first

Asset

Trade

Amount

Traded · filed
San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056
BondJoint

Sell

$250K–$500K

Traded Sep 14Filed Sep 30 16d

↗
Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034
BondJoint

Buy

$250K–$500K

Traded Sep 14Filed Sep 30 16d

↗
San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056
BondJoint

Buy

$250K–$500K

Traded Sep 3Filed Sep 30 27d

↗
California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056
BondJoint

Sell

$250K–$500K

Traded Sep 3Filed Sep 30 27d

↗
Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen Oblig
BondJoint

Buy

$250K–$500K

Traded Sep 3Filed Sep 30 27d

↗
New York NY City Transitional Fin 5.00% Due Nov 1, 2037
BondJoint

Buy

$15K–$50K

Traded Aug 20Filed Sep 14 25d

↗
Washington ST 5% Go Utx Due 08/01/30
BondJoint

Buy

$250K–$500K

Traded Aug 7Filed Aug 21 14d

↗
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
BondJoint

Sell

$250K–$500K

Traded Aug 6Filed Aug 21 15d

↗
California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056
BondJoint

Buy

$250K–$500K

Traded Aug 6Filed Aug 21 15d

↗
Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B
BondJoint

Buy

$250K–$500K

Traded Jul 23Filed Aug 11 19d

↗
Pacific Co B1 Bond - Trimble 05/29/28
BondJoint

Buy

$500K–$1M

Traded May 28Filed Jun 11 14d

↗
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040
BondJoint

Buy

$50K–$100K

Traded May 4Filed May 26 22d

↗
Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033
BondJoint

Buy

$250K–$500K

Traded May 4Filed May 26 22d

↗
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
BondJoint

Buy

$1K–$15K

Traded Apr 30Filed May 8 8d

↗
Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Apr 9Filed Apr 28 19d

↗
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051
BondJoint

Buy

$15K–$50K

Traded Apr 1Filed Apr 28 27d

↗
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
BondJoint

Buy

$15K–$50K

Traded Feb 23Filed Mar 12 17d

↗
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028
BondJoint

Sell · part

$50K–$100K

Traded Jan 13Filed Jan 23 10d

↗
University Kans Hos 4%36 SYST HLTH Due 03/01/36
BondJoint

Sell · part

$50K–$100K

Traded Jan 13Filed Jan 23 10d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Triborough Bridge & 4%31 SPL Tax Due 11/15/31
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051
BondJoint

Sell · part

$50K–$100K

Traded Jan 13Filed Jan 23 10d

↗
Spring TX Isd 4%31 Go Utx Due 08/15/31
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029
BondJoint

Sell · part

$15K–$50K

Traded Jan 13Filed Jan 23 10d

↗
New York NY City Transitional Fin 5.00% Due Nov 1, 2037
BondJoint

Buy

$250K–$500K

Traded Jan 6Filed Jan 23 17d

↗
New York NY City Transitional Fin 5.00% Due Feb 1, 2032
BondJoint

Sell

$250K–$500K

Traded Jan 6Filed Jan 23 17d

↗
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051
BondJoint

Buy

$1K–$15K

Traded Dec 17, 2025Filed Jan 12 26d

↗
Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028
BondJoint

Buy

$15K–$50K

Traded Nov 21, 2025Filed Dec 8, 2025 17d

↗
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051
BondJoint

Buy

$250K–$500K

Traded Nov 19, 2025Filed Dec 8, 2025 19d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Buy

$1K–$15K

Traded Nov 18, 2025Filed Dec 8, 2025 20d

↗
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035
BondJoint

Sell

$250K–$500K

Traded Nov 18, 2025Filed Dec 8, 2025 20d

↗
Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27
BondJoint

Buy

$250K–$500K

Traded Oct 30, 2025Filed Nov 12, 2025 13d

↗
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
BondJoint

Buy

$15K–$50K

Traded Oct 28, 2025Filed Nov 12, 2025 15d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Buy

$1K–$15K

Traded Oct 1, 2025Filed Oct 30, 2025 29d

↗
Pacific Co B1 Bond - San Marcos 10/4/27
BondJoint

Buy

$250K–$500K

Traded Sep 30, 2025Filed Oct 13, 2025 13d

↗
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035
BondJoint

Buy

$250K–$500K

Traded Sep 12, 2025Filed Sep 28, 2025 16d

↗
Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035
BondJoint

Sell

$250K–$500K

Traded Sep 12, 2025Filed Sep 28, 2025 16d

↗
Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035
BondJoint

Buy

$1K–$15K

Traded Sep 10, 2025Filed Sep 28, 2025 18d

↗
Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35
BondJoint

Buy

$250K–$500K

Traded Aug 8, 2025Filed Aug 29, 2025 21d

↗
New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027
BondJoint

Sell

$250K–$500K

Traded Aug 8, 2025Filed Aug 29, 2025 21d

↗
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028
BondJoint

Buy

$250K–$500K

Traded Jul 31, 2025Filed Aug 9, 2025 9d

↗
Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Triborough Bridge & 4%31 SPL Tax Due 11/15/31
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Spring TX Isd 4%31 Go Utx Due 08/15/31
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
New York New Y CI 2.6%26 Mult HSG Due 05/01/26
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Sell · part

$50K–$100K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Honolulu HI City & 4%32 Go Utx Due 10/01/32
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029
BondJoint

Sell · part

$15K–$50K

Traded Jul 16, 2025Filed Aug 9, 2025 24d

↗
University Kans Hos 4%36 SYST HLTH Due 03/01/36
BondJoint

Buy

$250K–$500K

Traded Jun 18, 2025Filed Jul 17, 2025 29d

↗
Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035
BondJoint

Sell

$250K–$500K

Traded Jun 18, 2025Filed Jul 17, 2025 29d

↗
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Sell · part

$100K–$250K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Sell · part

$50K–$100K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Triborough Bridge & 4%31 SPL Tax Due 11/15/31
BondJoint

Sell · part

$50K–$100K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Spring TX Isd 4%31 Go Utx Due 08/15/31
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035
BondJoint

Sell · part

$50K–$100K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032
BondJoint

Sell · part

$50K–$100K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
New York NY City Transitional Fin 5.00% Due Feb 1, 2032
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
New York NY City Transitional Fin 5.00 % Due Nov 1, 2027
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
New York New Y CI 2.6%26 Mult HSG Due 05/01/26
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027
BondJoint

Sell · part

$50K–$100K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Honolulu HI City & 4%32 Go Utx Due 10/01/32
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49
BondJoint

Sell · part

$50K–$100K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029
BondJoint

Sell · part

$15K–$50K

Traded Jun 11, 2025Filed Jun 24, 2025 13d

↗
University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036
BondJoint

Buy

$250K–$500K

Traded Jun 4, 2025Filed Jun 24, 2025 20d

↗
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Sell

$250K–$500K

Traded Jun 4, 2025Filed Jun 24, 2025 20d

↗
Pacific Co B1 Bond - Martha Gardens 06/01/2027
BondJoint

Buy

$500K–$1M

Traded May 29, 2025Filed Jun 8, 2025 10d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Buy

$1K–$15K

Traded May 27, 2025Filed Jun 8, 2025 12d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Buy

$1K–$15K

Traded May 22, 2025Filed Jun 8, 2025 17d

↗
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Buy

$250K–$500K

Traded Apr 16, 2025Filed May 7, 2025 21d

↗
UT ST Tran Auth 5%36 Excise Tax Due 06/15/36
BondJoint

Sell

$250K–$500K

Traded Apr 16, 2025Filed May 7, 2025 21d

↗
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
UT ST Tran Auth 5% Excise Tax Due 06/15/36
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
TX Trans Commn TPK 5% TPK Tran Due 08/15/42
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Triborough Bridge & Tunl 4% SPL Tax Due 11/15/31
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026
BondJoint

Sell

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Spring TX Isd 4% Go Utx Due 08/15/31
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Seattle WA MN LT PW 0% PWR Util Due 05/01/45
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Sales Tax Securitization Corp 5.00% Due Jan 1, 2031
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027
BondJoint

Sell · part

$50K–$100K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
New York NY City Transitional Fin 5.00% Due Feb 1, 2032
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
New York NY City Transitional Fin 5.00 % Due Nov 1, 2027
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
New York New Y CI 2.6% Mult HSG Due 05/01/26
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Michigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Honolulu HI City & 4% Go Utx Due 10/01/32
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029
BondJoint

Sell

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Colorado Health Fac 5% Hosp HLTH Due 08/01/49
BondJoint

Sell · part

$250K–$500K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029
BondJoint

Sell · part

$100K–$250K

Traded Mar 19, 2025Filed Apr 10, 2025 22d

↗
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Buy

$15K–$50K

Traded Mar 12, 2025Filed Mar 26, 2025 14d

↗
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036
BondJoint

Buy

$500K–$1M

Traded Feb 12, 2025Filed Feb 25, 2025 13d

↗
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028
BondJoint

Sell

$500K–$1M

Traded Feb 12, 2025Filed Feb 25, 2025 13d

↗
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42
BondJoint

Buy

$15K–$50K

Traded Jan 27, 2025Filed Feb 9, 2025 13d

↗
TX Trans Commn TPK 5% TPK Tran Due 08/15/42
BondJoint

Buy

$15K–$50K

Traded Dec 9, 2024Filed Dec 23, 2024 14d

↗
Colorado Health Fac 5% Hosp HLTH Due 08/01/49
BondJoint

Buy

$15K–$50K

Traded Nov 6, 2024Filed Nov 21, 2024 15d

↗
North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032
BondJoint

Buy

$15K–$50K

Traded Nov 5, 2024Filed Nov 21, 2024 16d

↗
TX Trans Commn TPK 5% TPK Tran Due 08/15/42
BondJoint

Buy

$1K–$15K

Traded Nov 4, 2024Filed Nov 21, 2024 17d

↗
Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035
BondJoint

Buy

$1K–$15K

Traded Oct 28, 2024Filed Nov 7, 2024 10d

↗
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035
BondJoint

Buy

$500K–$1M

Traded Oct 18, 2024Filed Nov 7, 2024 20d

↗
Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034
BondJoint

Sell

$500K–$1M

Traded Oct 18, 2024Filed Nov 7, 2024 20d

↗
Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45
BondJoint

Buy

$15K–$50K

Traded Sep 18, 2024Filed Oct 4, 2024 16d

↗
MSFTMicrosoft Corporation
Joint

Sell

$100K–$250K

Traded Aug 31, 2024Filed Sep 9, 2024 9d

↗
UT ST Tran Auth 5%36 Excise Tax Due 06/15/36
BondJoint

Buy

$500K–$1M

Traded Aug 29, 2024Filed Sep 9, 2024 11d

↗
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026
BondJoint

Sell

$500K–$1M

Traded Aug 29, 2024Filed Sep 9, 2024 11d

↗
Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45
BondJoint

Buy

$1K–$15K

Traded Aug 23, 2024Filed Sep 9, 2024 17d

↗
TX Trans Commn TPK 5% TPK Tran Due 08/15/42
BondJoint

Buy

$15K–$50K

Traded Aug 12, 2024Filed Aug 23, 2024 11d

↗
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028
BondJoint

Buy

$15K–$50K

Traded Aug 6, 2024Filed Aug 23, 2024 17d

↗
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027
BondJoint

Buy

$15K–$50K

Traded Aug 5, 2024Filed Aug 23, 2024 18d

↗
TX Trans Commn TPK 5% TPK Tran Due 08/15/42
BondJoint

Buy

$500K–$1M

Traded Jul 24, 2024Filed Aug 6, 2024 13d

↗
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
BondJoint

Sell

$500K–$1M

Traded Jul 24, 2024Filed Aug 6, 2024 13d

↗
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026
BondJoint

Sell · part

$1K–$15K

Traded Jun 28, 2024Filed Jul 11, 2024 13d

↗
Pacific Co B1 Bond - Villa del Sol
BondJoint

Buy

$1M–$5M

Traded May 24, 2024Filed Jun 10, 2024 17d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Buy

$15K–$50K

Traded May 22, 2024Filed Jun 20, 2024 29d

↗
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040
BondJoint

Buy

$500K–$1M

Traded May 22, 2024Filed Jun 10, 2024 19d

↗
Wise CNTY VA Indl Dev Auth Solid Waste 1.20% Due Nov 1, 2040
BondJoint

Sell

$500K–$1M

Traded May 22, 2024Filed Jun 10, 2024 19d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Buy

$100K–$250K

Traded May 17, 2024Filed Jun 10, 2024 24d

↗
MSFTMicrosoft Corporation
Spouse

Sell

$100K–$250K

Traded Feb 29, 2024Filed Mar 8, 2024 8d

↗
Seattle WA MN LT PW 3.55% PWR Util Due 05/01/45
BondJoint

Buy

$15K–$50K

Traded Feb 21, 2024Filed Mar 8, 2024 16d

↗
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028
BondJoint

Buy

$500K–$1M

Traded Feb 21, 2024Filed Mar 8, 2024 16d

↗
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
BondJoint

Buy

$15K–$50K

Traded Feb 13, 2024Filed Feb 21, 2024 8d

↗
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
BondJoint

Buy

$15K–$50K

Traded Feb 12, 2024Filed Feb 21, 2024 9d

↗
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
BondJoint

Buy

$50K–$100K

Traded Feb 5, 2024Filed Feb 21, 2024 16d

↗
Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031
BondJoint

Sell

$500K–$1M

Traded Feb 1, 2024Filed Feb 21, 2024 20d

↗
New Jersey ST Transn TR FD Auth Transn 5.00% Due Dec 15, 2032
BondJoint

Sell

$500K–$1M

Traded Feb 1, 2024Filed Feb 21, 2024 20d

↗
Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035
BondJoint

Buy

$500K–$1M

Traded Feb 1, 2024Filed Feb 21, 2024 20d

↗
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030
BondJoint

Buy

$50K–$100K

Traded Jan 31, 2024Filed Feb 5, 2024 5d

↗
Honolulu HI City & 4% Go Utx Due 10/01/32
BondJoint

Buy

$15K–$50K

Traded Jan 23, 2024Filed Feb 5, 2024 13d

↗
New York N Y Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044
BondJoint

Buy

$1K–$15K

Traded Jan 19, 2024Filed Feb 5, 2024 17d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029
BondJoint

Buy

$1K–$15K

Traded Jan 4, 2024Filed Jan 22, 2024 18d

↗
Seattle WA MN LT PW 0% PWR Util Due 05/01/45
BondJoint

Sell · part

$15K–$50K

Traded Jan 3, 2024Filed Jan 22, 2024 19d

↗
Maryland ST Go BDS Ser. 2017 B 5.00% Due Aug 1, 2026
BondJoint

Sell · part

$15K–$50K

Traded Dec 15, 2023Filed Dec 23, 2023 8d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029
BondJoint

Buy

$15K–$50K

Traded Dec 15, 2023Filed Dec 23, 2023 8d

↗
Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031
BondJoint

Sell · part

$100K–$250K

Traded Dec 8, 2023Filed Dec 23, 2023 15d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026
BondJoint

Sell

$250K–$500K

Traded Dec 8, 2023Filed Dec 23, 2023 15d

↗
Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034
BondJoint

Buy

$500K–$1M

Traded Dec 7, 2023Filed Dec 23, 2023 16d

↗
Triborough Bridge & Tunl Auth NY 4% SPL Tax Due 11/15/31
BondJoint

Buy

$1K–$15K

Traded Dec 5, 2023Filed Dec 23, 2023 18d

↗
New York NY City Transitional Fin 5.00% Due Nov 1, 2027
BondJoint

Buy

$1K–$15K

Traded Nov 16, 2023Filed Dec 13, 2023 27d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026
BondJoint

Buy

$15K–$50K

Traded Nov 3, 2023Filed Nov 26, 2023 23d

↗
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029
BondJoint

Buy

$15K–$50K

Traded Nov 1, 2023Filed Nov 26, 2023 25d

↗
Spring TX Isd 4% Go Utx Due 08/15/31
BondJoint

Buy

$1K–$15K

Traded Oct 20, 2023Filed Nov 8, 2023 19d

↗
New York NY City Transitional Fin 5.00% Due Nov 1, 2027
BondJoint

Buy

$15K–$50K

Traded Oct 16, 2023Filed Nov 8, 2023 23d

↗

Reported holdings

2025 annual report · filed May 14, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original

$50.5M–$206.3M sum of 92 disclosed ranges

Fund 55
Real estate 2
Other 8
Bond 20
Private business 2
Cash 5

AssetOwner Valuevs 2024
Columbia Pacific Income Fund IIFundJoint$5M–$25MSame band
Residential Real EstateReal estateGRRTS LTDJoint$5M–$25MSame band
Caprock PSP VFundJoint$1M–$5MNew
Caprock Real Estate Opportunities I LPFundJoint$1M–$5M▲ $500K–$1M
CPEFXCascade Private Capital FundFundJoint$1M–$5MNew
CCLFXCliffwater Corporate Lending Fund Class IFundJoint$1M–$5M▼ $5M–$25M
CELFXCliffwater Enhanced Lending Fund Class IFundJoint$1M–$5MNew
Fid GR Co Pool CL SOtherSpouse$1M–$5MSame band
Fortress Credit Realty Income Trust Class BFundJoint$1M–$5MNew
PFIUXPIMCO Dynamic Bond Fund Class INSTLFundSpouse$1M–$5MSame band
Pacific Co B1 Bond - Villa del SolFundJoint$1M–$5MSame band
Pacific West Real Estate Income LLCFundJoint$1M–$5MSame band
Redwood Kairos Real Estate Fund VIIIFundJoint$1M–$5MSame band
Residential Real EstateReal estateGRRTS LTDJoint$1M–$5M▼ $5M–$25M
Security Properties Multi-Family Fund VIFundJoint$1M–$5MSame band
Security Properties Multi-Family Fund VIIFundJoint$1M–$5M▲ $500K–$1M
TriLinc Global Impact FundFundJoint$1M–$5MSame band
VFWSXVanguard FTSE All-World ex-US Index Fund Insti ShsFundSpouse$1M–$5MSame band
Vanguard Institutional 500 Index TrustOtherSpouse$1M–$5MNew
VIMAXVanguard Mid-Cap Index Fund Admiral SharesFundSpouse$1M–$5MSame band
VOOVanguard S&P 500 ETFFundJoint$1M–$5MSame band
VSMAXVanguard Small Cap Index Fd Admiral ShsFundSpouse$1M–$5MSame band
VTIVanguard Total Stock Market ETFFundJoint$1M–$5MSame band
Vertical Ventures Co-Investment Fund IIFundJoint$1M–$5MSame band
Vision Ridge Sustainable Asset Fund IIIFundJoint$1M–$5MSame band
IUSGiShares Core S&P U.S. Growth ETFFundJoint$1M–$5MSame band
IUSViShares Core S&P U.S. Value ETFFundJoint$1M–$5MSame band
ArcTern Ventures Fund IIIFundJoint$500K–$1MSame band
HAINXHarbor International Fund Insti ClFundJoint$500K–$1MSame band
Invision Capital IIIFundJoint$500K–$1MNew
Pacific Co B1 Bond - Martha Gardens 06/01/2027FundJoint$500K–$1MNew
Residential Real EstateOtherBGH 24, LLCJoint$500K–$1M▼ $5M–$25M
Residential Real EstatePrivate businessGRRTS LTDJoint$500K–$1M▼ $5M–$25M
Residential Real Estate InvestmentPrivate businessBalFour Place Investors, LLCJoint$500K–$1M▼ $1M–$5M
VWOVanguard FTSE Emerging Markets ETFFundJoint$500K–$1MSame band
VIIIXVanguard Institutional Index Fund Institutional Plus SharesFundSpouse$500K–$1MSame band
VOVanguard Mid-Cap ETFFundJoint$500K–$1MSame band
VBIPXVanguard Short-Term Bond Index Fd Instl PlusFundSpouse$500K–$1MSame band
VBVanguard Small-Cap ETFFundJoint$500K–$1MSame band
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov. 1, 2029BondJoint$250K–$500K▼ $500K–$1M
Columbia Pacific Income Fund IIFundSelf$250K–$500K▼ $500K–$1M
Global Partnerships Impact First Fund 10 LLC senior noteFundJoint$250K–$500KNew
Global Partnerships Impact First Fund 10 limited recourse noteFundJoint$250K–$500KSame band
Gryphon Mezzanine Partners IIFundJoint$250K–$500KSame band
Illinois State Sales Tax Rev JR Oblig 4.00% Due Jun 15 2030BondJoint$250K–$500K▼ $500K–$1M
Kimpact Evergreen Real Estate FundFundJoint$250K–$500KSame band
Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27BondJoint$250K–$500KNew
MIPIXMatthews Asia Dividend Fund Insti ClassFundJoint$250K–$500K▼ $1M–$5M
Michigan ST HSG Dev Auth Single Family 1.25% Due 6/1/2027BondJoint$250K–$500K▼ $500K–$1M
New York N Y City Transitional Fin 5.00% Due Feb 1, 2032BondJoint$250K–$500K▼ $500K–$1M
New York New Y Cl 2.6% Mult HSG Due 05/01/26BondJoint$250K–$500K▼ $500K–$1M
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032BondJoint$250K–$500KSame band
Pacific Co B1 Bond - San Marcos 10/4/27FundJoint$250K–$500KNew
Pacific Co B1 Bond - Stevens CreekFundJoint$250K–$500KSame band
Pennybacker VIFundJoint$250K–$500K▲ $50K–$100K
Philadelphia PA SCH Dist Go BDS 5.00% Due 09/01/2027BondJoint$250K–$500KSame band
Redwood Kairos Real Estate Fund VIFundJoint$250K–$500K▼ $500K–$1M
SPYSPDR S&P 500FundSelf$250K–$500KSame band
Seattle WA MN Lt Var Rate Util Due 5/1/45BondJoint$250K–$500K▼ $500K–$1M
Security Properties Augusta, LLCFundJoint$250K–$500KSame band
Security Properties TriRockFundJoint$250K–$500KSame band
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint$250K–$500KNew
Spring TX Isd 4%31 Go Utx Due 08/15/31BondJoint$250K–$500K▼ $500K–$1M
TX Trans Commn TPK 5% TPK Tran Due 08/15/42BondJoint$250K–$500K▼ $500K–$1M
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051BondJoint$250K–$500KNew
Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35BondJoint$250K–$500KNew
Triborough Bridge & 4%31 SPL Tax Due 11/15/31BondJoint$250K–$500K▼ $500K–$1M
University Kans Hos 4%36 SYST HLTH Due 03/01/36BondJoint$250K–$500KNew
University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036BondJoint$250K–$500KNew
Vision Ridge Sustainable Asset Fund IVFundJoint$250K–$500K▼ $1M–$5M
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028BondJoint$250K–$500KNew
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint$250K–$500KNew
Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040BondJoint$250K–$500K▼ $500K–$1M
Fid Contra Pool CL 3OtherSelf$100K–$250KSame band
FZFXXFidelity Treasury Money Market FundFundSelf$100K–$250KSame band
Gryphon Mezzanine PartnersFundJoint$100K–$250K▼ $250K–$500K
Redwood Kairos Real Estate Fund IVFundJoint$100K–$250KSame band
SPYSPDR S&P 500FundSpouse$100K–$250KSame band
Vanguard Institutional 500 Index TrustOtherSelf$100K–$250KNew
FTEXXFidelity Municipal Money Market FundFundJoint$50K–$100K▲ $1K–$15K
Fidelity Taxable Interest Bearing Cash Option (FCASH)CashJoint$50K–$100KNew
Fidelity Taxable Interest Bearing Cash Option (FCASH)CashJoint$50K–$100KNew
FZFXXFidelity Treasury Money Market FundFundSpouse$50K–$100KSame band
Merrill Lynch Cash AccountCashJoint$50K–$100KSame band
Residential Real EstateOtherBGH 24, LLCJoint$50K–$100K▼ $5M–$25M
Fidelity Taxable Interest Bearing Cash Option (FCASH)CashJoint$15K–$50KNew
FZFXXFidelity Treasury Money Market FundFundSelf$15K–$50K▼ $100K–$250K
PIMCO Total ReturnOtherSelf$15K–$50KSame band
SPYSPDR S&P 500FundSelf$15K–$50K▼ $250K–$500K
Charles Schwab Cash AccountCashJoint$1K–$15KSame band
SWVXXSchwab Value Advantage Money FundFundJoint$1K–$15KSame band
AT&T Defined Benefit PlanOtherSpouseUndeterminedSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

FMPXX Fidelity Institutional Money Market Funds: MM... $1M–$5M
VFFSX Vanguard 500 Index Fund Institutional Select ... $1M–$5M
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00 ... $500K–$1M
Colorado Health Fac 5% Hosp HLTH Due 08/01/49 $500K–$1M
Florida Dev Fin Corp Healthcare Facs Rev 4.00... $500K–$1M
Honolulu HI City & 4%32 GO Utx Due 10/01/32 $500K–$1M
New Jersey ST Transn TR FD Auth SYS BDS 5.00 ... $500K–$1M
New York NY City Transitional Fin 5.00% Due 1... $500K–$1M
Oklahoma City Okla Go BDS Ser. 2023 4.00 % Du... $500K–$1M
Pacific Co B1 Bond - San Diego Naranja $500K–$1M
UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 $500K–$1M
FZFXX Fidelity Treasury Money Market Fund $250K–$500K
Global Partnerships SIF 6.0 (2.75% September ... $250K–$500K
Pacific Co B1 Bond - 80 Saratoga $250K–$500K
Sales Tax Securitization Corp 5.00% Due 01/01/31 $250K–$500K
Tennessee HSG Dev Agy Residential Fin 2.80% D... $250K–$500K
Florida HSG Fin Corp Homeowner MTG Rev 2.15% ... $100K–$250K
VFFSX Vanguard 500 Index Fund Institutional Select ... $100K–$250K
FZFXX Fidelity Treasury Money Market Fund $1K–$15K

Source filings

Every report we read for this page · newest first

Sep 30, 2026 Periodic transaction report 5 trades View original
Sep 14, 2026 Periodic transaction report 1 trade View original
Aug 21, 2026 Periodic transaction report 3 trades View original
Aug 11, 2026 Periodic transaction report 1 trade View original
Jun 11, 2026 Periodic transaction report 1 trade View original
May 26, 2026 Periodic transaction report 2 trades View original
May 14, 2026 2025 annual report 109 assets View original
May 8, 2026 Periodic transaction report 1 trade View original
Apr 28, 2026 Periodic transaction report 2 trades View original
Mar 12, 2026 Periodic transaction report 1 trade View original
Jan 23, 2026 Periodic transaction report 15 trades View original
Jan 12, 2026 Periodic transaction report 1 trade View original
Dec 8, 2025 Periodic transaction report 4 trades View original
Nov 12, 2025 Periodic transaction report 2 trades View original
Oct 30, 2025 Periodic transaction report 1 trade View original
Oct 13, 2025 Periodic transaction report 1 trade View original
Sep 28, 2025 Periodic transaction report 3 trades View original
Aug 29, 2025 Periodic transaction report 2 trades View original
Aug 9, 2025 Periodic transaction report 20 trades View original
Jul 17, 2025 Periodic transaction report 2 trades View original
Jun 24, 2025 Periodic transaction report 19 trades View original
Jun 8, 2025 Periodic transaction report 3 trades View original
May 15, 2025 2024 annual report 102 assets View original
May 7, 2025 Periodic transaction report 2 trades View original
Apr 10, 2025 Periodic transaction report 22 trades View original
Mar 26, 2025 Periodic transaction report 1 trade View original
Feb 25, 2025 Periodic transaction report 2 trades View original
Feb 9, 2025 Periodic transaction report 1 trade View original
Dec 23, 2024 Periodic transaction report 1 trade View original
Nov 21, 2024 Periodic transaction report 3 trades View original
Nov 7, 2024 Periodic transaction report 3 trades View original
Oct 4, 2024 Periodic transaction report 1 trade View original
Sep 9, 2024 Periodic transaction report 4 trades View original
Aug 23, 2024 Periodic transaction report 3 trades View original
Aug 6, 2024 Periodic transaction report 2 trades View original
Jul 11, 2024 Periodic transaction report 1 trade View original
Jun 20, 2024 Periodic transaction report 1 trade View original
Jun 20, 2024 2023 annual report 107 assets View original
Jun 10, 2024 Periodic transaction report 4 trades View original
Mar 8, 2024 Periodic transaction report 3 trades View original
Feb 21, 2024 Periodic transaction report 6 trades View original
Feb 5, 2024 Periodic transaction report 3 trades View original
Jan 22, 2024 Periodic transaction report 2 trades View original
Dec 23, 2023 Periodic transaction report 6 trades View original
Dec 13, 2023 Periodic transaction report 1 trade View original
Nov 26, 2023 Periodic transaction report 2 trades View original
Nov 8, 2023 Periodic transaction report 2 trades View original
Oct 10, 2023 Periodic transaction report 2 trades View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.