|
Unknown
|
Unknown |
Illinois St Fin Auth Revenue IL St |
|
BOND |
Sale (partial)
|
July 31, 2024 |
$$100,001 - $250,000 |
None |
|
Mike Kelly
|
house |
Florida St Heg Fin Corp Rev due 7/1/52 [GS] |
|
BOND |
Purchase
|
July 1, 2024 |
$$1,001 - $15,000 |
Aug. 13, 2024 |
|
Mike Kelly
|
house |
California St Go Call 12/01/2027 4% S (partial) Due 1/1/2047 [GS] |
|
BOND |
Purchase
|
June 3, 2024 |
$$1,001 - $15,000 |
July 3, 2024 |
|
Mike Kelly
|
house |
Verizon Communications Inc. Common Stock (VZ) |
VZ |
STOCK |
Sale
|
April 12, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
Meta Platforms, Inc. - Class A Common Stock (META) [ST] |
META |
STOCK |
Sale
|
April 12, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
T Rowe Pr Mid-Cap Value-I [OT] |
TRPMX |
FUND |
Sale
|
April 12, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
Vanguard International Value Fund #46 |
VWIAX |
FUND |
Sale
|
April 12, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale
|
April 12, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
Chevron Corporation Common Stock (CVX) [ST] |
CVX |
STOCK |
Sale
|
April 12, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
AT&T Inc. (T) [ST] |
T |
STOCK |
Sale
|
April 11, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
Edwards Lifesciences Corporation Common Stock (EW) [ST] |
EW |
STOCK |
Sale
|
April 11, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
U.S. Bancorp Common Stock (USB) [ST] |
USB |
STOCK |
Sale
|
April 11, 2024 |
$$1,001 - $15,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
Vanguard Mid Cap ETF |
VO |
ETF |
Sale (partial)
|
April 11, 2024 |
$$15,001 - $50,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
Cleveland-Cliffs Inc. Common Stock (CLF) [ST] |
CLF |
STOCK |
Purchase
|
March 28, 2024 |
$$50,001 - $100,000 |
June 14, 2024 |
|
Mike Kelly
|
house |
New Jersey St 19 GO Emer GO 5% P due 6/1/2028 [GS] |
|
BOND |
Purchase
|
Feb. 21, 2024 |
$$50,001 - $100,000 |
March 11, 2024 |
|
Mike Kelly
|
house |
Connecticut St Hlth & Educ Ref Ser M S Rev 5% Due 7/1/24 [GS] |
|
BOND |
Purchase
|
Jan. 24, 2024 |
$$100,001 - $250,000 |
Feb. 13, 2024 |
|
Mike Kelly
|
house |
Florida St Hsg Fin Corp Revenue S Social Bon Rev Call 07/01/30 3% due 7/1/52 [GS] |
|
BOND |
Purchase
|
Jan. 1, 2024 |
$$1,001 - $15,000 |
Feb. 13, 2024 |
|
Mike Kelly
|
house |
California St Go Call 12/01/2027 4% Due 1/1/2047 [GS] |
|
BOND |
Sale
|
Dec. 1, 2023 |
$$1,001 - $15,000 |
Jan. 12, 2024 |
|
Mike Kelly
|
house |
Univ of Pittsburgh PA of the C Pitt Asset Rev Call 1/15/29 5% [GS] |
|
BOND |
Purchase
|
Nov. 7, 2023 |
$$50,001 - $100,000 |
Dec. 10, 2023 |
|
Mike Kelly
|
house |
Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5% [GS] |
|
FIXED INCOME |
Purchase
|
Nov. 6, 2023 |
$$100,001 - $250,000 |
Dec. 10, 2023 |
|
Mike Kelly
|
house |
Wisconsin St Hlth & Eductn S Ascension Rev 4% due 11/15/20233 [GS] |
|
BOND |
Sale
|
Oct. 19, 2023 |
$$100,001 - $250,000 |
Nov. 5, 2023 |
|
Mike Kelly
|
house |
Florida St Brd of Edu Public E Capital S OU GO 5% Due 6/1/204 [GS] |
|
BOND |
Sale
|
Oct. 2, 2023 |
$$100,001 - $250,000 |
Nov. 5, 2023 |
|
Mike Kelly
|
house |
Maryland St State Go 5% due 6/1/31 |
|
BOND |
Purchase
|
Sept. 13, 2023 |
$$50,001 - $100,000 |
Oct. 11, 2023 |
|
Mike Kelly
|
house |
North Carolina St Turnpike Aut Bans Rev 5% due 2/1/24 [GS] |
|
BOND |
Sale
|
Aug. 24, 2023 |
$$15,001 - $50,000 |
Sept. 12, 2023 |
|
Mike Kelly
|
house |
FLORIDA St AD CF ED |
|
FIXED INCOME |
Purchase
|
March 5, 2019 |
$$1,001-$15,000 |
March 14, 2019 |