|
Gilbert Cisneros
|
house |
Cajon Valley, CA, Unified School District GO Bonds |
|
BOND |
Sale
|
Sept. 30, 2025 |
$$50,001 - $100,000 |
Oct. 10, 2025 |
|
Gilbert Cisneros
|
house |
Anaheim CA Elementary School District GO Bonds |
|
BOND |
Sale
|
Sept. 30, 2025 |
$$100,001 - $250,000 |
Oct. 10, 2025 |
|
Gilbert Cisneros
|
house |
Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds |
|
BOND |
Sale
|
Sept. 30, 2025 |
$$500,001 - $1,000,000 |
Oct. 10, 2025 |
|
Unknown
|
Unknown |
Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27 [GS] |
|
BOND |
Sale (partial)
|
Sept. 30, 2025 |
$$15,001 - $50,000 |
None |
|
Unknown
|
Unknown |
WELLS FARGO & CO PERP NT 6.8500% 12/31/49 |
|
FIXED INCOME |
Purchase
|
Sept. 30, 2025 |
$$15,001 - $50,000 |
None |
|
John Phelan
|
executive |
MSD Hospitality Partners LP |
|
REAL ESTATE |
Sale
|
Sept. 30, 2025 |
$$500,001 - $1,000,000 |
Feb. 27, 2026 |
|
Gilbert Cisneros
|
house |
Selma, CA, Unified School District Bonds [GS] |
|
BOND |
Sale
|
Sept. 30, 2025 |
$$100,001 - $250,000 |
Oct. 10, 2025 |
|
John Phelan
|
executive |
Dawson Portfolio Finance 5 LP |
|
PRIVATE EQUITY |
Sale
|
Sept. 29, 2025 |
$$1,001 - $15,000 |
Feb. 27, 2026 |
|
Michael T. McCaul
|
house |
Dewison Portfolio Finance & LP |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 29, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Gilbert Cisneros
|
house |
Moreno Valley, CA, USD Bonds |
|
BOND |
Sale
|
Sept. 29, 2025 |
$$100,001 - $250,000 |
Oct. 10, 2025 |
|
Gilbert Cisneros
|
house |
Puente Basin Water Agency CA Bonds [GS] |
|
BOND |
Sale
|
Sept. 29, 2025 |
$$250,001 - $500,000 |
Oct. 10, 2025 |
|
Michael T. McCaul
|
house |
May-Allocate 2023 Fund LP |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 29, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Michael T. McCaul
|
house |
HPS Special Credit Fund LP |
|
FUND |
PURCHASE
|
Sept. 29, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Michael T. McCaul
|
house |
BGT Capital Partners Fund LP |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 29, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Scott H. Peters
|
house |
Riverside CA Sewer Util [GS] |
|
BOND |
Sale
|
Sept. 29, 2025 |
$$100,001 - $250,000 |
Oct. 17, 2025 |
|
Michael T. McCaul
|
house |
Vanguard Portfolio Finance & LP |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 29, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Michael T. McCaul
|
house |
Bridges Capital Inc INC |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 27, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Michael T. McCaul
|
house |
Cortile Enterprises, Inc. |
|
PRIVATE EQUITY |
PURCHASE
|
Sept. 27, 2025 |
$$1,000-5,000 |
Oct. 10, 2025 |
|
Michael T. McCaul
|
house |
DYNACORE INC REG SHS |
|
STOCK |
PURCHASE
|
Sept. 26, 2025 |
$$1,000-15,000 |
Oct. 10, 2025 |
|
John Phelan
|
executive |
Carriage House Investments LLP |
|
PRIVATE EQUITY |
Sale
|
Sept. 26, 2025 |
$$100,001 - $250,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Cresta SC Fund I-A LP |
|
PRIVATE EQUITY |
Sale
|
Sept. 26, 2025 |
$$50,001 - $100,000 |
Feb. 27, 2026 |
|
Gilbert Cisneros
|
house |
Bucks County, PA Industrial Development Authority Hospital Rev Bonds |
|
BOND |
Purchase
|
Sept. 26, 2025 |
$$250,001 - $500,000 |
Oct. 10, 2025 |
|
Donald J Trump
|
executive |
ADRIAN MO SCH DIST R3 BATES CNTY RFDG MDDP B/E B/Q 4.00 % Due Mar 1, |
|
BOND |
purchase
|
Sept. 26, 2025 |
$$100,001 -$250,000 |
Nov. 15, 2025 |
|
Donald J Trump
|
executive |
EL PASO TEX MUN ORA 5% DUE 03/01/41 |
|
BOND |
purchase
|
Sept. 26, 2025 |
$$500,001 -$1,000,000 |
Nov. 15, 2025 |
|
Donald J Trump
|
executive |
CLAY IN MLTI SCH CMNTY BLDG CORP 1ST MTG REV B/E CR ENH 5.00 % Due J |
|
BOND |
purchase
|
Sept. 26, 2025 |
$$250,001 -$500,000 |
Nov. 15, 2025 |