Public filing record
The filings below are House and Senate periodic transaction reports matched to this member's reviewed identity. 116 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.
| 2022-04-06 | 2022-03-17 | YUMC | sale | not_indicated | $1,001 - $15,000 |
| 2022-03-03 | 2022-02-16 | YUM | purchase | not_indicated | $1,001 - $15,000 |
| 2022-01-11 | 2021-12-30 | NC Hospital Revenue Bonds -- Caromont Health | purchase | not_indicated | $1,001 - $15,000 |
| 2021-02-20 | 2021-02-12 | UNC - Charlotte General Revenue Bonds | purchase | not_indicated | $1,001 - $15,000 |
| 2021-02-06 | 2021-01-28 | NC Health Care Facilities - Novant | purchase | not_indicated | $1,001 - $15,000 |
| 2021-01-04 | 2020-12-07 | BGG | sale | not_indicated | $21.00 |
| 2021-01-04 | 2020-12-14 | NC Community Health Care Facilities - Vidant bonds | purchase | not_indicated | $1,001 - $15,000 |
| 2020-11-07 | 2020-10-26 | TXN | purchase | not_indicated | $1,001 - $15,000 |
| 2020-08-06 | 2020-07-22 | UNC - Wilmington Limited Obligation Bonds | purchase | joint | $1,001 - $15,000 |
| 2020-06-10 | 2020-06-02 | UNC - Asheville General Revenue Bonds | purchase | not_indicated | $1,001 - $15,000 |
| 2020-05-19 | 2020-04-07 | CARR | exchange | not_indicated | $1,001 - $15,000 |
| 2020-05-19 | 2020-04-07 | OTIS | exchange | not_indicated | $1,001 - $15,000 |
| 2020-05-19 | 2020-04-07 | RTX | exchange | not_indicated | $15,001 - $50,000 |
| 2020-04-04 | 2020-03-13 | HD | purchase | not_indicated | $1,001 - $15,000 |
| 2020-04-04 | 2020-03-13 | LOW | purchase | not_indicated | $1,001 - $15,000 |
| 2020-04-04 | 2020-03-13 | PRU | purchase | not_indicated | $1,001 - $15,000 |
| 2020-02-05 | 2020-01-30 | PRU | purchase | not_indicated | $1,001 - $15,000 |
| 2019-09-10 | 2019-08-15 | EMR | purchase | not_indicated | $1,001 - $15,000 |
| 2019-07-12 | 2019-05-28 | KTB | exchange | not_indicated | $1,001 - $15,000 |
| 2019-07-12 | 2019-06-28 | KTB | sale | not_indicated | $1,001 - $15,000 |
| 2019-07-12 | 2019-06-27 | North Carolina Health Care Facilities Bonds - Novant | purchase | not_indicated | $1,001 - $15,000 |
| 2019-07-12 | 2019-06-19 | TEVA | sale | not_indicated | $1,001 - $15,000 |
| 2019-06-05 | 2019-05-15 | *N.C. Community Health Care Facilities Bonds - Wake Med [OT] | purchase | joint | $1,001 - $15,000 |
| 2019-06-05 | 2019-05-23 | MAR | purchase | joint | $1,001 - $15,000 |
| 2019-04-03 | 2019-03-14 | North Carolina Health Care Facilities Bonds - Novant | purchase | not_indicated | $1,001 - $15,000 |
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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.