|
Mike Kelly
|
house |
Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27 [GS] |
|
BOND |
Sale (partial)
|
Sept. 30, 2025 |
$$15,001 - $50,000 |
Oct. 9, 2025 |
|
Mike Kelly
|
house |
Connecticut St Ser A Go 5% due S 07/17/2025 1/15/28 [GS] |
|
BOND |
Purchase
|
Aug. 12, 2025 |
$$15,001 - $50,000 |
Aug. 12, 2025 |
|
Mike Kelly
|
house |
Volusia Cnty FL Eductnl Fac Au P Embry Riddle 5% due 10/15/31 [GS] |
|
BOND |
Purchase
|
July 31, 2025 |
$$15,001 - $50,000 |
Aug. 12, 2025 |
|
Mike Kelly
|
house |
California Cmnty Choice Fing & Clean P Ener 5% due 10/1/2034% |
|
BOND |
Purchase
|
July 17, 2025 |
$$50,001 - $100,000 |
Aug. 12, 2026 |
|
Mike Kelly
|
house |
Florida St Hsg Fin Corp Rev due S (partial) 7/1/52 [GS] |
|
BOND |
Purchase
|
July 1, 2025 |
$$1,001 - $15,000 |
Aug. 12, 2025 |
|
Mike Kelly
|
house |
United States Steel Corporation Common Stock (X) |
X |
STOCK |
Sale
|
June 20, 2025 |
$$15,001 - $50,000 |
July 9, 2025 |
|
Mike Kelly
|
house |
Harding Loevner Institutional EM S (HLMEX) |
HLMEX |
FUND |
Purchase
|
June 18, 2025 |
$$100,001 - $250,000 |
July 9, 2025 |
|
Mike Kelly
|
house |
California State GO Call 12/1/27 4% S (partial) due 12/1/47 |
|
BOND |
Purchase
|
June 12, 2025 |
$$1,001 - $15,000 |
July 9, 2025 |
|
Mike Kelly
|
house |
United States Steel Corporation Common Stock (X) |
X |
STOCK |
Purchase
|
June 3, 2025 |
$$15,001 - $50,000 |
July 9, 2025 |
|
Mike Kelly
|
house |
New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27 [GS] |
|
BOND |
Sale (partial)
|
Jan. 23, 2025 |
$$50,001 - $100,000 |
Feb. 14, 2025 |
|
Mike Kelly
|
house |
Fairfax Cnty VA Ser A Go 5% due 10/01/32 [GS] |
|
BOND |
Purchase
|
Jan. 22, 2025 |
$$100,001 - $250,000 |
Feb. 14, 2025 |
|
Mike Kelly
|
house |
Florida St Heg Fin Corp Rev due 7/1/52 [GS] |
|
BOND |
Sale (partial)
|
Jan. 2, 2025 |
$$1,001 - $15,000 |
Feb. 14, 2025 |
|
Mike Kelly
|
house |
Mississippi St Ref GO P/R 10/1/27 5% P due 10/1/31 [GS] |
|
BOND |
Purchase
|
Dec. 27, 2024 |
$$15,001 - $50,000 |
Jan. 9, 2025 |
|
Mike Kelly
|
house |
California St Go Call 12/1/27 4% due 12/1/47 [GS] |
|
BOND |
Sale (partial)
|
Dec. 2, 2024 |
$$1,001 - $15,000 |
Jan. 9, 2025 |
|
Mike Kelly
|
house |
California St Go Call 12/1/27 4% due 12/1/47 [GS] |
|
BOND |
Sale (partial)
|
Dec. 2, 2024 |
$$1,001 - $15,000 |
Dec. 12, 2024 |
|
Mike Kelly
|
house |
Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31 [GS] |
|
BOND |
Purchase
|
Nov. 11, 2024 |
$$50,001 - $100,000 |
Dec. 12, 2024 |
|
Mike Kelly
|
house |
Intel Corporation - Common Stock (INTC) [ST] |
INTC |
STOCK |
Sale
|
Nov. 8, 2024 |
$$1,001 - $15,000 |
Dec. 12, 2024 |
|
Mike Kelly
|
house |
Union Pacific Corporation Common Stock (UNP) [ST] |
UNP |
STOCK |
Sale
|
Nov. 8, 2024 |
$$15,001 - $50,000 |
Dec. 12, 2024 |
|
Mike Kelly
|
house |
Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 [GS] |
|
BOND |
Sale
|
Oct. 31, 2024 |
$$100,001 - $250,000 |
Nov. 13, 2024 |
|
Mike Kelly
|
house |
Dallas-Fort Worth TX Internat Dallas for Rev 5% due 11/1/2032 [GS] |
|
BOND |
Purchase
|
Sept. 23, 2024 |
$$50,001 - $100,000 |
Oct. 15, 2024 |
|
Mike Kelly
|
house |
Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044 |
|
BOND |
Purchase
|
Aug. 28, 2024 |
$$100,001 - $250,000 |
Sept. 3, 2024 |
|
Mike Kelly
|
house |
Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049 |
|
BOND |
Purchase
|
Aug. 8, 2024 |
$$50,001 - $100,000 |
Sept. 3, 2024 |
|
Mike Kelly
|
house |
Illinois St Fin Auth Revenue IL St |
|
BOND |
Sale (partial)
|
July 31, 2024 |
$$100,001 - $250,000 |
Aug. 13, 2024 |
|
Mike Kelly
|
house |
San Antonio TX Elec & Gas |
|
BOND |
Sale
|
July 31, 2024 |
$$100,001 - $250,000 |
Aug. 13, 2024 |
|
Mike Kelly
|
house |
San Antonio TX Elec & Gas due 2/1/25 [GS] |
|
BOND |
Purchase
|
July 31, 2024 |
$$100,001 - $250,000 |
Aug. 13, 2024 |