|
Jefferson Shreve
|
house |
Agilent Technologies, Inc. Common Stock (A) |
A |
STOCK |
Purchase
|
March 13, 2025 |
$$15,001 - $50,000 |
April 11, 2025 |
|
Donald J Trump
|
executive |
ST PAUL MN HSG & REDEV AUTH HOSP REV FAC A B/E PTC 5.00 % Due Nov 15, 2040 |
|
BOND |
Purchase
|
March 13, 2025 |
$$500,001 -$1,000,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
TULSAOKSERAB/E4.00 % Duo Jan 1.~ |
|
BOND |
Purchase
|
March 13, 2025 |
$$100,001 -S250,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
TRINllY RVR AUTH TX 10 MILE CREEK SYS REV RFDG & IMPT B/E 5.00 % Due Aun 1, 2025 |
|
BOND |
Purchase
|
March 13, 2025 |
$$100,001 -S250,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
WAUKESHA WI SWR SYS REV B/E PTC 4.00 % Due May 1. 2031 |
|
BOND |
Purchase
|
March 13, 2025 |
$$50,001 -$100,000 |
Aug. 19, 2025 |
|
Tim Moore
|
house |
American Airlines Group, Inc. Common Stock (AAL) |
AAL |
STOCK |
Purchase
|
March 13, 2025 |
$$50,001 - $100,000 |
April 14, 2025 |
|
Donald J Trump
|
executive |
NORTHEAST WI TECH CLLG DIST WI PROM NT SERB B/E 4.00 % Duo Oct 1, 2030 |
|
BOND |
Purchase
|
March 13, 2025 |
$$100,001 -$250,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
MARATHON CNTY WI BLDG HLTH CARE PJ 20228 B/E 3.00 % Duo Fob 1, 2027 |
|
BOND |
Purchase
|
March 13, 2025 |
$$500,001 • $1,000,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
KING CNTY WA SCH DIST 411 ISSAQUAH RFDG B/E PTC BD GTY PG 3.00 % Duo Doc 1, 2027 |
|
BOND |
Purchase
|
March 13, 2025 |
$$50,001 -$100,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
NORTH ANDOVER MA MUN PURP LN B/E B/Q PTC 3.00 % Duo Jun 15, 2029 |
|
BOND |
Purchase
|
March 13, 2025 |
$$50,001 -$100,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
NEWYORKN Y CITYT 5% DUE ON 11/01/501 |
|
BOND |
Purchase
|
March 13, 2025 |
$$500,001 -$1,000,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
OKLAHOMA CNTY OK INDPT SCH DIST 89 OK COMB PURP SER A B/E 3.00 % Due Jul 1. 2025 |
|
BOND |
Purchase
|
March 13, 2025 |
$$250,001 -$500,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
GILBERT AZ SUB LIEN PLEDGED REVOBLIGS B/E OID 11il97.6553.45% 325 % Due Jul 1, 2030 |
|
FIXED INCOME |
Purchase
|
March 13, 2025 |
$$50,001 -$100,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
FLAGSTAFF'AZ PLEDGED REV OBLIG RD REPAIR STR IMPT PJ B/E 4.00 % Duo Jul 1, 2026 |
|
BOND |
Purchase
|
March 13, 2025 |
$$100,001 -$250,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
BUTLER CNTY KS UNI SCH DIST 385 ANDOVER RFDG & SCH BLDG B/E PTC 4.00 % Duo Sep 1, 2028 |
|
BOND |
Purchase
|
March 13, 2025 |
$sso.001 -s100,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
GREENE CNTY MO CTF PARTN REV SER A B/E 4.00 % Due Mar 1, 2026 |
|
BOND |
Purchase
|
March 13, 2025 |
$$500,001 • $1,000,000 |
Aug. 19, 2025 |
|
Donald J Trump
|
executive |
HIDALGO CNTY TX DRAIN DIST 1 IMPT B/E 5.00 % Due Sep 1, 2025 |
|
BOND |
Purchase
|
March 13, 2025 |
$$500,001 -$1,000,000 |
Aug. 19, 2025 |
|
Christopher A Wright
|
executive |
Goldman Sachs Dynamic Municipal Income Fund Class P Shares (GAJPX) |
GAJPX |
FUND |
Purchase
|
March 13, 2025 |
$$50,001 - $100,000 |
April 18, 2025 |
|
Donald J Trump
|
executive |
HUTCHINSON KS SERAB/E4.00 % Duo Oct 1, 2032 |
|
BOND |
Purchase
|
March 13, 2025 |
$$50,001 • $100,000 |
Aug. 19, 2025 |
|
Jefferson Shreve
|
house |
Autodesk, Inc. - Common Stock (ADSK) |
ADSK |
STOCK |
Sale
|
March 13, 2025 |
$$15,001 |
April 11, 2025 |
|
Donald J Trump
|
executive |
KING CNTY WA SCH DIST 210 FEDL WAY RFDG 2015 B/E CR ENH 4.00 % Due Doc 1, 2027 |
|
BOND |
Purchase
|
March 13, 2025 |
$$50,001 • $100,000 |
Aug. 19, 2025 |
|
Jefferson Shreve
|
house |
American International Group, Inc. New Common Stock (AIG) |
AIG |
STOCK |
Purchase
|
March 13, 2025 |
$$15,001 |
April 11, 2025 |
|
Jefferson Shreve
|
house |
Heico Corporation Common Stock (HEI.A) |
HEI.A |
STOCK |
Purchase
|
March 13, 2025 |
$$15,001 - $50,000 |
April 11, 2025 |
|
Jefferson Shreve
|
house |
Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
March 13, 2025 |
$$15,001 - $50,000 |
April 11, 2025 |
|
Valerie Hoyle
|
house |
Palo Alto Networks, Inc. (PANW) |
PANW |
STOCK |
Purchase
|
March 13, 2025 |
$$1,001 - $15,000 |
Sept. 12, 2025 |