Public filing record
The filings below are House and Senate periodic transaction reports matched to this member's reviewed identity. 155 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.
| 2023-01-01 | 2022-12-08 | Arlington TX Higher Ed Fin | purchase | joint | $1,001 - $15,000 |
| 2023-01-01 | 2022-08-30 | Duke Energy Corp Fxd | purchase | joint | $1,001 - $15,000 |
| 2023-01-01 | 2022-11-29 | U. S. Treasury Note | purchase | joint | $50,001 - $100,000 |
| 2022-08-18 | 2022-07-22 | AATC | purchase | joint | $1,001 - $15,000 |
| 2022-08-18 | 2022-07-22 | VZ | sale | joint | $1,001 - $15,000 |
| 2022-07-20 | 2022-06-22 | Duke Energy Corp Fxd to 09/20/24 | purchase | joint | $1,001 - $15,000 |
| 2022-07-20 | 2022-07-13 | Nisource Inc. Fxd to 062023 | purchase | joint | $1,001 - $15,000 |
| 2022-06-13 | 2022-06-03 | Duke Energy Corp Fxd to 092024 | purchase | joint | $1,001 - $15,000 |
| 2022-05-12 | 2021-10-12 | T | sale | joint | $1,001 - $15,000 |
| 2022-04-27 | 2022-04-11 | VZ | sale | joint | $1,001 - $15,000 |
| 2022-03-22 | 2022-03-18 | Duke Energy Corp Fxd to 092024VAR thraftr 4.8750% | purchase | joint | $1,001 - $15,000 |
| 2021-10-15 | 2021-10-12 | T | purchase | joint | $1,001 - $15,000 |
| 2021-10-15 | 2021-09-29 | D | purchase | joint | $15,001 - $50,000 |
| 2021-10-15 | 2021-08-16 | PFE | sale | joint | $15,001 - $50,000 |
| 2021-08-07 | 2021-07-16 | Baldwin Cnty Ala Pub Bldg Authbuildg RE OID | purchase | joint | $15,001 - $50,000 |
| 2021-07-11 | 2020-01-15 | BRK-B | purchase | joint | $15,001 - $50,000 |
| 2021-05-29 | 2021-05-14 | GE | purchase | joint | $1,001 - $15,000 |
| 2021-04-21 | 2021-03-24 | BRK-B | purchase | joint | $1,001 - $15,000 |
| 2021-02-17 | 2021-02-08 | T | sale | not_indicated | $1,001 - $15,000 |
| 2021-02-17 | 2021-02-08 | CSCO | sale | not_indicated | $1,001 - $15,000 |
| 2021-02-17 | 2021-02-08 | TFC | sale | not_indicated | $1,001 - $15,000 |
| 2021-02-13 | 2021-02-01 | Pike Road AL OID | sale | joint | $1,001 - $15,000 |
| 2021-01-27 | 2021-01-22 | DUK | purchase | not_indicated | $1,001 - $15,000 |
| 2021-01-27 | 2021-01-22 | LEE | sale | joint | $1,001 - $15,000 |
| 2021-01-27 | 2021-01-22 | LEE | sale | spouse | $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.