90 disclosed transactions, 2025-02-24 → 2025-05-13.
| Date | Asset | Ticker | Type | Amount range | Filing |
|---|---|---|---|---|---|
| 2025-05-13 | Vermillion S D Sch Dist No 13-1 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Tri-cnty Met Transn Dist Ore Rev | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Texas Tech Univ Revs 5.000 2029- | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | South Jordan Utah Sales Tax Rev 5.00 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Sherman Tex 5.0000 2025-08-15 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Port Tacoma Wash Rev 4.0000 2025- | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Oviedo FLA Util Rev 5.0000 2032-10- | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Oregon St 5.0000 2028-12-01 [GS] | — | Sell | $15K – $50K | PDF ↗ |
| 2025-05-13 | Ohio St Wtr Dev Auth Wtr Pollution | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Ohio St Wtr Dev Auth Wtr Pollution | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Ohio St Spl Oblig 5.0000 2029-04-01 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | New York NY Transitional Fin Auth | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | New York NY City Transitional Fin | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | New York NY 5.0000 2033-08-01 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Minnesota ST 5.00 2025-08-01 [GS] | — | Sell | $15K – $50K | PDF ↗ |
| 2025-05-13 | Metropolitan Govt Nashville & | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Memphis TN 5.0000 2032-05-01 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Maryland St Dept Transn Cons | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Lakewood Ohio City Sch Dist 5.0000 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | JP Morgan 4.912 7-25-33 '32/ | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Greater Orlando Aviation Auth | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Florida St Dept Transn Fing Corp Rev | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Florida St Dept Environmental Protn | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | District Columbia Income Tax Rev | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Denton Tex Indpt Sch Dist 5.0000 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Denton Tex 5.0000 2029-02-15 [GS] | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Denton Cnty Tex 4.0000 2029-07-15 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Cypress Fairbanks Tex Indpt Sch Dist | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Connecticut St Spl Tax Oblig Rev 5.00 | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Colorado St Brd Governors Univ | — | Sell | $1K – $15K | PDF ↗ |
| 2025-05-13 | Citigroup Inc 5.875 2033-02-22 [CS] | — | Sell | $50K – $100K | PDF ↗ |
| 2025-05-12 | Walt Disney Company | DIS | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Visa Inc. | V | Sell | $100K – $250K | PDF ↗ |
| 2025-05-12 | Trane Technologies plc | TT | Sell | $50K – $100K | PDF ↗ |
| 2025-05-12 | TJX Companies, Inc. | TJX | Sell | $50K – $100K | PDF ↗ |
| 2025-05-12 | RLI Corp. Common Stock | RLI | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Progressive Corporation | PGR | Sell | $50K – $100K | PDF ↗ |
| 2025-05-12 | Procter & Gamble Company | PG | Sell | $50K – $100K | PDF ↗ |
| 2025-05-12 | Phillips 66 Common Stock | PSX | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Pepsico, Inc. | PEP | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Palo Alto Networks, Inc. | PANW | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Newmont Corporation | NEM | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Kroger Company | KR | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Home Depot, Inc. | HD | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Goldman Sachs Group, Inc. | GS | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Fiserv, Inc. Common Stock | FI | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | CSX Corporation | CSX | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Coca-Cola Company | KO | Sell | $100K – $250K | PDF ↗ |
| 2025-05-12 | Buckle, Inc. | BKE | Sell | $15K – $50K | PDF ↗ |
| 2025-05-12 | Boeing Company | BA | Sell | $50K – $100K | PDF ↗ |
| 2025-05-12 | AT&T Inc. | T | Sell | $15K – $50K | PDF ↗ |
| 2025-05-08 | Walt Disney Company | DIS | Buy | $15K – $50K | PDF ↗ |
| 2025-05-08 | Palo Alto Networks, Inc. | PANW | Buy | $15K – $50K | PDF ↗ |
| 2025-05-08 | Home Depot, Inc. | HD | Sell (P) | $50K – $100K | PDF ↗ |
| 2025-05-08 | Goldman Sachs Group, Inc. | GS | Buy | $15K – $50K | PDF ↗ |
| 2025-04-17 | CSX Corporation | CSX | Buy | $15K – $50K | PDF ↗ |
| 2025-04-14 | Pembroke Pines FL Cap Impt Re | — | Sell | $1K – $15K | PDF ↗ |
| 2025-04-11 | Pfizer, Inc. Common Stock | PFE | Sell | $15K – $50K | PDF ↗ |
| 2025-04-11 | Clorox Company | CLX | Sell (P) | $15K – $50K | PDF ↗ |
| 2025-04-07 | Walt Disney Company | DIS | Sell (P) | $15K – $50K | PDF ↗ |
| 2025-04-07 | Visa Inc. | V | Sell (P) | $15K – $50K | PDF ↗ |
| 2025-04-07 | Trane Technologies plc | TT | Buy | $50K – $100K | PDF ↗ |
| 2025-04-07 | TJX Companies, Inc. | TJX | Buy | $15K – $50K | PDF ↗ |
| 2025-04-07 | Phillips 66 Common Stock | PSX | Buy | $15K – $50K | PDF ↗ |
| 2025-04-07 | Pepsico, Inc. | PEP | Buy | $15K – $50K | PDF ↗ |
| 2025-04-07 | Palo Alto Networks, Inc. | PANW | Sell | $15K – $50K | PDF ↗ |
| 2025-04-07 | Home Depot, Inc. | HD | Buy | $15K – $50K | PDF ↗ |
| 2025-04-07 | Goldman Sachs Group, Inc. | GS | Sell | $15K – $50K | PDF ↗ |
| 2025-04-07 | Ecolab Inc. Common Stock | ECL | Buy | $100K – $250K | PDF ↗ |
| 2025-04-07 | Buckle, Inc. | BKE | Buy | $15K – $50K | PDF ↗ |
| 2025-03-31 | Nike, Inc. Common Stock | NKE | Sell | $15K – $50K | PDF ↗ |
| 2025-03-31 | ITT Inc. Common Stock | ITT | Sell | $15K – $50K | PDF ↗ |
| 2025-03-31 | Home Depot, Inc. | HD | Buy | $15K – $50K | PDF ↗ |
| 2025-03-13 | RLI Corp. Common Stock | RLI | Sell (P) | $15K – $50K | PDF ↗ |
| 2025-03-13 | Newmont Corporation | NEM | Buy | $15K – $50K | PDF ↗ |
| 2025-03-13 | CSX Corporation | CSX | Sell | $15K – $50K | PDF ↗ |
| 2025-03-05 | Walt Disney Company | DIS | Sell (P) | $15K – $50K | PDF ↗ |
| 2025-03-05 | Trane Technologies plc | TT | Sell | $15K – $50K | PDF ↗ |
| 2025-03-05 | Goldman Sachs Group, Inc. | GS | Buy | $15K – $50K | PDF ↗ |
| 2025-03-05 | Buckle, Inc. | BKE | Sell | $15K – $50K | PDF ↗ |
| 2025-02-24 | TJX Companies, Inc. | TJX | Sell (P) | $15K – $50K | PDF ↗ |
| 2025-02-24 | The Trade Desk, Inc. - Class A | TTD | Sell | $1K – $15K | PDF ↗ |
| 2025-02-24 | Sandisk Corporation - Common Stock | SNDK | Sell | $1K – $15K | PDF ↗ |
| 2025-02-24 | Procter & Gamble Company | PG | Sell (P) | $50K – $100K | PDF ↗ |
| 2025-02-24 | Pfizer, Inc. Common Stock | PFE | Buy | $15K – $50K | PDF ↗ |
| 2025-02-24 | Millrose Properties, Inc. Class A | MRP | Sell | $1K – $15K | PDF ↗ |
| 2025-02-24 | Millrose Properties, Inc. Class A | MRP | Sell | $1K – $15K | PDF ↗ |
| 2025-02-24 | ITT Inc. Common Stock | ITT | Sell (P) | $50K – $100K | PDF ↗ |
| 2025-02-24 | Home Depot, Inc. | HD | Buy | $15K – $50K | PDF ↗ |
| 2025-02-24 | Boeing Company | BA | Sell (P) | $15K – $50K | PDF ↗ |