Public filing record
The filings below are House and Senate periodic transaction reports matched to this member's reviewed identity. 117 disclosed events are on record. Amounts are reported as ranges, not exact trade values.
A transaction date describes when a trade occurred. The public availability date describes when a researcher could first know about it. Disclosures may cover a spouse or dependent and may include later corrections.
| 2026-07-03 | 2026-06-22 | KKR Private Equity Conglomerate LLC Class I | purchase | joint | $250,001 - $500,000 |
| 2026-07-03 | 2026-06-10 | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | sale | joint | $15,001 - $50,000 |
| 2026-05-05 | 2026-04-28 | Ashwaubenon WI | sale | joint | $100,001 - $250,000 |
| 2026-05-05 | 2026-04-10 | ATHERTON MICH CMNTY SCH DIST GO UNLTD 4% 05/01/2026 TAX BLDG AND SITE BDS SER. 2020 I | sale | joint | $100,001 - $250,000 |
| 2026-05-05 | 2026-04-29 | PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I | sale | joint | $250,001 - $500,000 |
| 2026-01-03 | 2025-12-05 | Floyd County IN 4.00% 12/30/2031 [GS] | purchase | joint | $100,001 - $250,000 |
| 2026-01-03 | 2025-12-05 | Fremont IN Cmnty Schs Gen Oblig Bds 4.00% 1/15/2032 [GS] | purchase | joint | $100,001 - $250,000 |
| 2026-01-03 | 2025-12-04 | Logan Rogersville MO Reorg No R 08 Sch 4.00% 3/1/2033 [GS] | purchase | joint | $100,001 - $250,000 |
| 2026-01-03 | 2025-12-18 | Teays Valley OH 5.00% 12/1/2033 [GS] | purchase | joint | $100,001 - $250,000 |
| 2025-11-05 | 2025-10-21 | CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED | sale | joint | $250,001 - $500,000 |
| 2025-04-17 | 2025-03-18 | Washington Subn San Dist MD 4.00% 12/1/2032 | purchase | joint | D $100,001-$250,000 |
| 2025-02-15 | 2024-12-05 | Redwood Area Schs M 5% Go Utx Due 2/1/2030 | purchase | joint | D $100,001-$250,000 |
| 2025-02-15 | 2024-12-09 | Johnson City TN 5% due 6/1/2031 | purchase | joint | D $100,001-$250,000 |
| 2025-02-15 | 2025-01-21 | Dallas TX ISD 5% 2/15/2031 | purchase | joint | D $100,001-$250,000 |
| 2025-02-15 | 2025-01-21 | Pecs Barstow Toyah TX 4% 2/15/2030 | purchase | joint | D $100,001-$250,000 |
| 2025-01-11 | 2024-12-05 | Redwood Area Schs M 5% Go Ufx Due 2/1/2030 | purchase | joint | D $100,001-$250,000 |
| 2025-01-11 | 2024-12-09 | Johnson City TN 5% due 6/1/2031 | purchase | joint | D $100,001-$250,000 |
| 2023-12-12 | 2023-11-16 | CENTRE CITY PA HOSP AUTH REV HOSP REV 28.05 11/16/2023 2:04 AM NY TRRY 1823 | purchase | joint | E $250,001-$500,000 |
| 2023-12-12 | 2023-11-16 | MINSCOPA CITY AVE SCH DIST NO 02 04.05 03/01/2023 CARTWRIGHT ELEM SCH 0471 | sale | joint | E $250,001-$500,000 |
| 2023-12-12 | 2023-11-30 | SOUTH MADISON IND CNTY SCH CORP CO 04.05 07/16/2023 EDB SER. 2023 | purchase | joint | C $50,001-$100,000 |
| 2023-09-09 | 2023-08-09 | Putnam County Fla Sch Dist | purchase | joint | D $100,001-$250,000 |
| 2023-09-09 | 2023-08-16 | Fort Dodge IA GO Corp Purp Bds | purchase | joint | D $100,001-$250,000 |
| 2023-07-07 | 2023-05-18 | American Expr Natl Bank CD | purchase | joint | E $250,001-$500,000 |
| 2023-07-07 | 2023-05-18 | BMO Harris Bank CD FDIC INS | purchase | joint | D $100,001-$250,000 |
| 2023-07-07 | 2023-06-01 | Bow River Capital Evergreen Fund - EIF | purchase | not_indicated | D $100,001-$250,000 |
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Recent disclosed events; this is a bounded preview of the filing history.
Trade date and public availability
Compare events using their first public availability rather than the trade date. A disclosure does not establish a trading recommendation, a member's complete portfolio, or the return of copying that trade.