David McCormick: Stock Portfolio, Performance and Latest Trades

U.S. Senator, PA

R Republican

Trades disclosed413

Bought / sold301 / 112

Est. volume$88.6M

Typical delay26 days

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David McCormick's estimated portfolio today

Share of the estimated portfolio, valued at the latest close.

Stock	Share of portfolio	Average buy price	Return	Current price	First bought	Trades
BITBBitwise Bitcoin ETF	100.0%	$46.62	−2.9%	$45.26	Feb 25, 2025	24

David McCormick's buys and sells

Feb 18, 2024 to Aug 19, 2026, 1 disclosed after the 45-day deadline.

Stock	Action	Amount	Traded	Disclosed
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$50K–$100K	Aug 19, 2026	Aug 27, 20268 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$250K–$500K	Aug 18, 2026	Aug 27, 20269 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 17, 2026	Aug 27, 202610 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 17, 2026	Aug 27, 202610 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 12, 2026	Aug 27, 202615 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 12, 2026	Aug 27, 202615 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Aug 11, 2026	Aug 27, 202616 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$250K–$500K	Aug 10, 2026	Aug 27, 202617 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 10, 2026	Aug 27, 202617 days later
NORTHERN YORK CNTY PA SCH DIST GEN Rate/Coupon: 5.25% Matures: 2051-11-15Other	Bought	$250K–$500K	Aug 6, 2026	Aug 27, 202621 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 5, 2026	Aug 27, 202622 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 5, 2026	Aug 27, 202622 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Aug 4, 2026	Aug 27, 202623 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Aug 4, 2026	Aug 27, 202623 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 3, 2026	Aug 27, 202624 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Aug 3, 2026	Aug 27, 202624 days later
PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01OtherSpouse	Sold	$100K–$250K	Jul 31, 2026	Aug 27, 202627 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01OtherSpouse	Sold part	$15K–$50K	Jul 31, 2026	Aug 27, 202627 days later
PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15OtherSpouse	Sold part	$15K–$50K	Jul 31, 2026	Aug 27, 202627 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15OtherSpouse	Sold part	$15K–$50K	Jul 31, 2026	Aug 27, 202627 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01OtherSpouse	Sold part	$15K–$50K	Jul 31, 2026	Aug 27, 202627 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01OtherSpouse	Sold part	$15K–$50K	Jul 31, 2026	Aug 27, 202627 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
DEL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 2026-10-01OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01OtherSpouse	Sold part	$50K–$100K	Jul 31, 2026	Aug 27, 202627 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01OtherSpouse	Sold part	$50K–$100K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15OtherSpouse	Sold part	$50K–$100K	Jul 30, 2026	Aug 27, 202628 days later
OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01OtherSpouse	Sold part	$50K–$100K	Jul 30, 2026	Aug 27, 202628 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15OtherSpouse	Sold part	$15K–$50K	Jul 30, 2026	Aug 27, 202628 days later
CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15OtherSpouse	Sold part	$100K–$250K	Jul 30, 2026	Aug 27, 202628 days later
ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01OtherSpouse	Sold part	$250K–$500K	Jul 30, 2026	Aug 27, 202628 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Jul 28, 2026	Aug 27, 202630 days later
PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 2056-09-01Other	Bought	$500K–$1M	Jul 22, 2026	Jul 29, 20267 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Jul 21, 2026	Jul 29, 20268 days later
ALLEGHENY CNTY PA GO BDS SER. C Rate/Coupon: 5% Matures: 2054-12-01Other	Bought	$500K–$1M	Jul 14, 2026	Jul 29, 202615 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Jul 14, 2026	Jul 29, 202615 days later
POCONO MTN PA SCH DIST GEN OBLIG BDS Rate/Coupon: 5% Matures: 2051-06-15Other	Bought	$250K–$500K	Jul 8, 2026	Jul 29, 202621 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$250K–$500K	Jul 8, 2026	Jul 29, 202621 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2028-12-01OtherSpouse	Bought	$100K–$250K	Jun 30, 2026	Jul 29, 202629 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01OtherSpouse	Sold part	$100K–$250K	Jun 29, 2026	Jul 29, 202630 days later
CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15OtherSpouse	Sold part	$100K–$250K	Jun 29, 2026	Jul 29, 202630 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15OtherSpouse	Sold part	$100K–$250K	Jun 29, 2026	Jul 29, 202630 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01OtherSpouse	Sold part	$100K–$250K	Jun 29, 2026	Jul 29, 202630 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Sold part	$15K–$50K	Jun 29, 2026	Jul 29, 202630 days later
PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01OtherSpouse	Sold part	$15K–$50K	Jun 29, 2026	Jul 29, 202630 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Sold part	$15K–$50K	Jun 29, 2026	Jul 29, 202630 days later
ALLEGHENY CNTY PA SAN AUTH SWR REV BDS Rate/Coupon: 5% Matures: 2055-12-01Other	Bought	$250K–$500K	Jun 18, 2026	Jun 26, 20268 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Jun 2, 2026	Jun 26, 202624 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	May 27, 2026	Jun 26, 202630 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01OtherSpouse	Sold part	$250K–$500K	May 26, 2026	Jun 26, 202631 days later
SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2027-08-15OtherSpouse	Sold	$500K–$1M	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01OtherSpouse	Sold part	$50K–$100K	May 26, 2026	Jun 26, 202631 days later
ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01OtherSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 2028-12-01OtherSpouse	Sold	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01OtherSpouse	Sold	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Sold	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
NEVADA ST GO Rate/Coupon: 5% Matures: 2031-05-01OtherSpouse	Sold	$50K–$100K	May 26, 2026	Jun 26, 202631 days later
MARYLAND ST GO Rate/Coupon: 5% Matures: 2027-08-01OtherSpouse	Sold	$250K–$500K	May 26, 2026	Jun 26, 202631 days later
PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Sold part	$15K–$50K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 2028-01-15OtherSpouse	Sold	$15K–$50K	May 26, 2026	Jun 26, 202631 days later
KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 2030-12-01OtherSpouse	Sold	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 2027-01-15OtherSpouse	Sold	$100K–$250K	May 26, 2026	Jun 26, 202631 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-12-01OtherSpouse	Sold part	$50K–$100K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2029-12-01OtherSpouse	Sold part	$50K–$100K	May 26, 2026	Jun 26, 202631 days later
NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 2028-04-01OtherSpouse	Sold	$250K–$500K	May 26, 2026	Jun 26, 202631 days later
KING CNTY WASH DB Rate/Coupon: 5% Matures: 2032-01-01OtherSpouse	Sold part	$15K–$50K	May 26, 2026	Jun 26, 202631 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01OtherSpouse	Sold part	$50K–$100K	May 26, 2026	Jun 26, 202631 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$50K–$100K	May 20, 2026	May 28, 20268 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 20, 2026	May 28, 20268 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	May 19, 2026	May 28, 20269 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 18, 2026	May 28, 202610 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 18, 2026	May 28, 202610 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 13, 2026	May 28, 202615 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 13, 2026	May 28, 202615 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	May 12, 2026	May 28, 202616 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	May 12, 2026	May 28, 202616 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 11, 2026	May 28, 202617 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 11, 2026	May 28, 202617 days later
PHILADELPHIA PA ARPT REV BDS SER. 2025B Rate/Coupon: 5% Matures: 2055-07-01Other	Bought	$500K–$1M	May 8, 2026	May 28, 202620 days later
CUMBERLAND VALLEY PA SCH DIST GEN OBLIG Rate/Coupon: 5% Matures: 2053-11-15Other	Bought	$500K–$1M	May 6, 2026	May 28, 202622 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 6, 2026	May 28, 202622 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 6, 2026	May 28, 202622 days later
NORRISTOWN PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2034-10-01OtherSpouse	Bought	$250K–$500K	May 6, 2026	May 28, 202622 days later
ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 2034-07-01OtherSpouse	Sold	$100K–$250K	May 6, 2026	May 28, 202622 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	May 5, 2026	May 28, 202623 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	May 5, 2026	May 28, 202623 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 4, 2026	May 28, 202624 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	May 4, 2026	May 28, 202624 days later
POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 2041-07-01OtherSpouse	Sold part	$50K–$100K	Apr 30, 2026	May 28, 202628 days later
SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15OtherSpouse	Sold part	$15K–$50K	Apr 30, 2026	May 28, 202628 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01OtherSpouse	Sold	$250K–$500K	Apr 30, 2026	May 28, 202628 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15OtherSpouse	Sold part	$50K–$100K	Apr 30, 2026	May 28, 202628 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Sold part	$15K–$50K	Apr 30, 2026	May 28, 202628 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15OtherSpouse	Sold part	$100K–$250K	Apr 30, 2026	May 28, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01OtherSpouse	Sold part	$250K–$500K	Apr 30, 2026	May 28, 202628 days later
SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 2029-06-01OtherSpouse	Sold	$500K–$1M	Apr 30, 2026	May 28, 202628 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Apr 28, 2026	May 28, 202630 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15OtherSpouse	Bought	$500K–$1M	Apr 24, 2026	May 1, 20267 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Apr 21, 2026	May 1, 202610 days later
ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01OtherSpouse	Bought	$500K–$1M	Apr 15, 2026	May 1, 202616 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Apr 14, 2026	May 1, 202617 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Apr 8, 2026	May 1, 202623 days later
OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01OtherSpouse	Bought	$500K–$1M	Apr 8, 2026	May 1, 202623 days later
SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15OtherSpouse	Bought	$500K–$1M	Apr 8, 2026	May 1, 202623 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15OtherSpouse	Bought	$500K–$1M	Apr 7, 2026	May 1, 202624 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15OtherSpouse	Bought	$500K–$1M	Apr 6, 2026	May 1, 202625 days later
CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01OtherSpouse	Bought	$500K–$1M	Apr 2, 2026	May 1, 202629 days later
ALLEGHENY CNTY PA ARPT AUTH ARPT REV Rate/Coupon: 5.5% Matures: 2050-01-01Other	Bought	$250K–$500K	Mar 17, 2026	Mar 28, 202611 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Mar 10, 2026	Mar 25, 202615 days later
PHILADELPHIA PA WTR & WASTEWTR REV BDS Rate/Coupon: 5.25% Matures: 2054-09-01Other	Bought	$500K–$1M	Mar 3, 2026	Mar 28, 202625 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Mar 3, 2026	Mar 25, 202622 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01OtherSpouse	Bought	$500K–$1M	Feb 27, 2026	Mar 25, 202626 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01OtherSpouse	Bought	$500K–$1M	Feb 26, 2026	Mar 25, 202627 days later
UPPER DUBLIN PA SCH DIST GO Rate/Coupon: 4% Matures: 2032-05-15OtherSpouse	Bought	$250K–$500K	Feb 26, 2026	Mar 25, 202627 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01OtherSpouse	Bought	$500K–$1M	Feb 25, 2026	Mar 25, 202628 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 25, 2026	Mar 25, 202628 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 25, 2026	Mar 25, 202628 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Feb 24, 2026	Mar 25, 202629 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 23, 2026	Mar 25, 202630 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 23, 2026	Mar 25, 202630 days later
PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01OtherSpouse	Bought	$250K–$500K	Feb 20, 2026	Mar 25, 202633 days later
PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 12/01/2031OtherSpouse	Bought	$500K–$1M	Feb 19, 2026	Mar 4, 202613 days later
DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2033OtherSpouse	Bought	$500K–$1M	Feb 19, 2026	Mar 4, 202613 days later
GS Managed Structured Note Strategy S&P Linked NoteSpouse	Bought	$100K–$250K	Feb 18, 2026	Mar 4, 202614 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Feb 18, 2026	Mar 4, 202614 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 17, 2026	Mar 4, 202615 days later
POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 07/01/2041OtherSpouse	Bought	$500K–$1M	Feb 12, 2026	Mar 4, 202620 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 11, 2026	Mar 4, 202621 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 06/15/2031OtherSpouse	Bought	$1M–$5M	Feb 11, 2026	Mar 4, 202621 days later
ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2035OtherSpouse	Bought	$500K–$1M	Feb 11, 2026	Mar 4, 202621 days later
UPPER UWCHLAN TWP PA GO Rate/Coupon: 4% Matures: 06/01/2033OtherSpouse	Bought	$50K–$100K	Feb 11, 2026	Mar 4, 202621 days later
MERCER CNTY PA GO BDS Rate/Coupon: 5% Matures: 10/01/2054Other	Bought	$250K–$500K	Feb 10, 2026	Mar 4, 202622 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Feb 10, 2026	Mar 4, 202622 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 9, 2026	Mar 4, 202623 days later
CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 07/15/2029OtherSpouse	Bought	$500K–$1M	Feb 9, 2026	Mar 4, 202623 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2035OtherSpouse	Bought	$500K–$1M	Feb 6, 2026	Mar 4, 202626 days later
DL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2026OtherSpouse	Bought	$500K–$1M	Feb 5, 2026	Mar 4, 202627 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030OtherSpouse	Bought	$250K–$500K	Feb 5, 2026	Mar 4, 202627 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 4, 2026	Mar 4, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034OtherSpouse	Bought	$500K–$1M	Feb 4, 2026	Mar 4, 202628 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034OtherSpouse	Bought	$100K–$250K	Feb 4, 2026	Mar 4, 202628 days later
GS Managed Structured Note Strategy MSCI EAFE Linked NoteSpouse	Bought	$100K–$250K	Feb 3, 2026	Mar 4, 202629 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2027OtherSpouse	Bought	$500K–$1M	Feb 3, 2026	Mar 4, 202629 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 02/01/2033OtherSpouse	Bought	$500K–$1M	Feb 3, 2026	Mar 4, 202629 days later
SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 06/01/2029OtherSpouse	Bought	$500K–$1M	Feb 3, 2026	Mar 4, 202629 days later
WASHINGTON ST GO Rate/Coupon: 5% Matures: 02/01/2033OtherSpouse	Bought	$250K–$500K	Feb 3, 2026	Mar 4, 202629 days later
GS Managed Structured Note Strategy S&P 500 Linked NoteSpouse	Bought	$100K–$250K	Feb 2, 2026	Mar 4, 202630 days later
PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5% Matures: 07/15/2030OtherSpouse	Bought	$500K–$1M	Feb 2, 2026	Mar 4, 202630 days later
PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2026OtherSpouse	Bought	$250K–$500K	Feb 2, 2026	Mar 4, 202630 days later
MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034OtherSpouse	Bought	$250K–$500K	Jan 30, 2026	Feb 22, 202623 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2031OtherSpouse	Bought	$250K–$500K	Jan 30, 2026	Feb 22, 202623 days later
MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034OtherSpouse	Bought	$100K–$250K	Jan 30, 2026	Feb 22, 202623 days later
PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/15/2027OtherSpouse	Bought	$100K–$250K	Jan 29, 2026	Feb 22, 202624 days later
WALLENPAUPACK PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/01/2028OtherSpouse	Bought	$100K–$250K	Jan 28, 2026	Feb 22, 202625 days later
PENNSBURY PA SCH DIST GO Rate/Coupon: 5% Matures: 08/01/2027OtherSpouse	Bought	$100K–$250K	Jan 28, 2026	Feb 22, 202625 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2029OtherSpouse	Bought	$100K–$250K	Jan 27, 2026	Feb 22, 202626 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2035OtherSpouse	Bought	$250K–$500K	Jan 26, 2026	Feb 22, 202627 days later
NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2028OtherSpouse	Bought	$250K–$500K	Jan 26, 2026	Feb 22, 202627 days later
KING CNTY WASH DB Rate/Coupon: 5% Matures: 01/01/2032OtherSpouse	Bought	$250K–$500K	Jan 26, 2026	Feb 22, 202627 days later
DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/01/2035OtherSpouse	Bought	$100K–$250K	Jan 26, 2026	Feb 22, 202627 days later
GSSpouseGoldman Sachs Group	Sold	$1M–$5M	Jan 23, 2026	Feb 22, 202630 days later
MARYLAND ST GO Rate/Coupon: 5% Matures: 08/01/2027OtherSpouse	Bought	$250K–$500K	Jan 23, 2026	Feb 22, 202630 days later
DELAWARE CNTY PA GO BDS Rate/Coupon: 5% Matures: 08/01/2045Other	Bought	$250K–$500K	Dec 17, 2025	Dec 26, 20259 days later
OHIO ST UNIV GEN RCPTS REV Rate/Coupon: 5% Matures: 06/01/2035OtherSpouse	Bought	$100K–$250K	Dec 17, 2025	Dec 26, 20259 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034OtherSpouse	Bought	$100K–$250K	Dec 15, 2025	Dec 26, 202511 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2046Other	Bought	$250K–$500K	Dec 10, 2025	Dec 26, 202516 days later
ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 07/01/2034OtherSpouse	Bought	$100K–$250K	Dec 9, 2025	Dec 26, 202517 days later
SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Sold	$100K–$250K	Dec 8, 2025	Dec 26, 202518 days later
PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 02/01/2026OtherSpouse	Sold	$100K–$250K	Dec 8, 2025	Dec 26, 202518 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 04/15/2032OtherSpouse	Bought	$100K–$250K	Dec 5, 2025	Dec 26, 202521 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Nov 28, 2025	Dec 26, 202528 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Nov 26, 2025	Dec 26, 202530 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Nov 25, 2025	Nov 27, 20252 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Nov 24, 2025	Nov 27, 20253 days later
OHIO ST WTR DEV AUTH WTR REV Rate/Coupon: 5% Matures: 12/01/2035OtherSpouse	Bought	$100K–$250K	Nov 19, 2025	Nov 27, 20258 days later
MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2031OtherSpouse	Bought	$100K–$250K	Nov 18, 2025	Nov 27, 20259 days later
HEMPFIELD PA AREA SCH DIST Rate/Coupon: 5% Matures: 03/15/2048Other	Bought	$250K–$500K	Nov 4, 2025	Nov 27, 202523 days later
GREATER LATROBE PA SCH AUTH REV Rate/Coupon: 5% Matures: 10/01/2030OtherSpouse	Bought	$100K–$250K	Oct 31, 2025	Nov 27, 202527 days later
DANIEL BOONE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2030OtherSpouse	Sold	$50K–$100K	Oct 31, 2025	Nov 27, 202527 days later
DAUPHIN CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2026OtherSpouse	Sold	$1K–$15K	Oct 31, 2025	Nov 27, 202527 days later
NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Sold	$15K–$50K	Oct 31, 2025	Nov 27, 202527 days later
PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 09/01/2031OtherSpouse	Bought	$100K–$250K	Oct 29, 2025	Nov 27, 202529 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029OtherSpouse	Sold	$50K–$100K	Oct 28, 2025	Nov 27, 202530 days later
UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031OtherSpouse	Sold	$15K–$50K	Oct 28, 2025	Nov 27, 202530 days later
HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Sold	$15K–$50K	Oct 28, 2025	Nov 27, 202530 days later
DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Sold	$100K–$250K	Oct 28, 2025	Nov 27, 202530 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Sold	$100K–$250K	Oct 28, 2025	Nov 27, 202530 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2032OtherSpouse	Bought	$100K–$250K	Oct 28, 2025	Nov 27, 202530 days later
NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 11/15/2034OtherSpouse	Bought	$100K–$250K	Oct 24, 2025	Nov 7, 202514 days later
NESHAMINY PA SCH DIST GO Rate/Coupon: 5% Matures: 11/01/2025OtherSpouse	Sold	$50K–$100K	Oct 24, 2025	Nov 7, 202514 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2034OtherSpouse	Bought	$100K–$250K	Oct 23, 2025	Nov 7, 202515 days later
KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 12/01/2030OtherSpouse	Bought	$100K–$250K	Oct 21, 2025	Nov 7, 202517 days later
CLARKSVILLE TENN GO Rate/Coupon: 5% Matures: 01/01/2032OtherSpouse	Bought	$100K–$250K	Oct 21, 2025	Nov 7, 202517 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Sold	$100K–$250K	Oct 20, 2025	Nov 7, 202518 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Sold	$50K–$100K	Oct 20, 2025	Nov 7, 202518 days later
WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Sold	$15K–$50K	Oct 20, 2025	Nov 7, 202518 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Sold	$15K–$50K	Oct 20, 2025	Nov 7, 202518 days later
PA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030OtherSpouse	Bought	$100K–$250K	Oct 16, 2025	Nov 7, 202522 days later
NEVADA ST GO Rate/Coupon: 5% Matures: 05/01/2031OtherSpouse	Bought	$50K–$100K	Oct 14, 2025	Nov 7, 202524 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034OtherSpouse	Bought	$100K–$250K	Oct 8, 2025	Nov 7, 202530 days later
MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2028OtherSpouse	Bought	$100K–$250K	Sep 12, 2025	Oct 10, 202528 days later
CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2045Other	Bought	$250K–$500K	Sep 10, 2025	Oct 10, 202530 days later
HILTON WORLDWIDE FINANCE Rate/Coupon: 4.875% Matures: 04/01/2027Bond	Sold	$250K–$500K	Sep 10, 2025	Oct 10, 202530 days later
PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$100K–$250K	Aug 28, 2025	Sep 1, 20254 days later
TREDYFFRIN-EASTTOWN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2043Other	Bought	$100K–$250K	Aug 28, 2025	Sep 1, 20254 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029OtherSpouse	Bought	$15K–$50K	Aug 20, 2025	Sep 1, 202512 days later
MONROE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 07/01/2036OtherSpouse	Bought	$100K–$250K	Aug 19, 2025	Sep 1, 202513 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$15K–$50K	Aug 15, 2025	Sep 1, 202517 days later
HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Bought	$15K–$50K	Aug 15, 2025	Sep 1, 202517 days later
EAST STROUDSBURG PA AREA GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$50K–$100K	Aug 4, 2025	Sep 1, 202528 days later
DELTA AIR LINES INC NOTE Rate/Coupon: 4.375% Matures: 04/19/2028Bond	Sold	$250K–$500K	Jul 30, 2025	Aug 1, 20252 days later
ADAMS CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2025OtherSpouse	Bought	$15K–$50K	Jul 22, 2025	Aug 1, 202510 days later
CENTENNIAL SCH DIST BUCKS CNTY GO Rate/Coupon: 5% Matures: 12/15/2025OtherSpouse	Bought	$1K–$15K	Jul 22, 2025	Aug 1, 202510 days later
PALMER TWP PA GO Rate/Coupon: 4% Matures: 11/15/2025OtherSpouse	Bought	$1K–$15K	Jul 21, 2025	Aug 1, 202511 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$15K–$50K	Jul 21, 2025	Aug 1, 202511 days later
HOLLIDAYSBURG PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 03/15/2026OtherSpouse	Bought	$1K–$15K	Jul 21, 2025	Aug 1, 202511 days later
SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Bought	$100K–$250K	Jul 17, 2025	Aug 1, 202515 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Bought	$15K–$50K	Jul 17, 2025	Aug 1, 202515 days later
CHESTER CNTY PA GO Rate/Coupon: 4% Matures: 07/15/2026OtherSpouse	Bought	$1K–$15K	Jul 17, 2025	Aug 1, 202515 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026OtherSpouse	Bought	$100K–$250K	Jul 15, 2025	Aug 1, 202517 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026OtherSpouse	Bought	$1K–$15K	Jul 2, 2025	Aug 1, 202530 days later
NORTHAMPTON CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	Jul 2, 2025	Aug 1, 202530 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$1K–$15K	Jul 2, 2025	Aug 1, 202530 days later
PHILADELPHIA PA AUTH FOR INDL DEV CITY Rate/Coupon: 5% Matures: 05/01/2036Other	Bought	$100K–$250K	Jun 23, 2025	Jul 2, 20259 days later
HATBORO HORSHAM PA SCH DIST GO Rate/Coupon: 5% Matures: 09/15/2043Other	Bought	$250K–$500K	Jun 23, 2025	Jul 2, 20259 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Sold	$15K–$50K	Jun 16, 2025	Jul 2, 202516 days later
PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 06/11/2025OtherSpouse	Bought	$100K–$250K	Jun 11, 2025	Jul 2, 202521 days later
DELAWARE CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	Jun 6, 2025	Jul 2, 202526 days later
UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031OtherSpouse	Bought	$15K–$50K	Jun 6, 2025	Jul 2, 202526 days later
EAST PENN PA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025OtherSpouse	Bought	$1K–$15K	Jun 6, 2025	Jul 2, 202526 days later
UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026OtherSpouse	Bought	$1K–$15K	Jun 5, 2025	Jul 2, 202527 days later
HANOVER BORO PA GO Rate/Coupon: 4% Matures: 10/01/2025OtherSpouse	Bought	$1K–$15K	Jun 4, 2025	Jul 2, 202528 days later
PA ST HIGHER EDL FACS AUTH RE Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$1K–$15K	Jun 4, 2025	Jul 2, 202528 days later
PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2040Other	Bought	$250K–$500K	Jun 2, 2025	Jul 2, 202530 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Sold	$1K–$15K	May 29, 2025	Jun 4, 20256 days later
PENNSYLVANIA ST UNIV Rate/Coupon: 5% Matures: 09/01/2047Other	Bought	$250K–$500K	May 23, 2025	Jun 4, 202512 days later
PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 05/16/2025OtherSpouse	Bought	$1K–$15K	May 16, 2025	Jun 4, 202519 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$1K–$15K	May 15, 2025	Jun 4, 202520 days later
CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2042Other	Bought	$100K–$250K	May 9, 2025	Jun 4, 202526 days later
ELIZABETHTOWN PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025OtherSpouse	Bought	$1K–$15K	May 9, 2025	Jun 4, 202526 days later
PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$50K–$100K	May 8, 2025	Jun 4, 202527 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$1K–$15K	May 8, 2025	Jun 4, 202527 days later
LOWER MERION PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2026OtherSpouse	Bought	$1K–$15K	May 7, 2025	Jun 4, 202528 days later
IJRS&P Smallcap Ishares Core ETF	Sold part	$1K–$15K	May 6, 2025	Jun 4, 202529 days later
NORTHAMPTON CNTY PA REV Rate/Coupon: 5% Matures: 11/15/2025OtherSpouse	Bought	$50K–$100K	May 6, 2025	Jun 4, 202529 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	May 6, 2025	Jun 4, 202529 days later
CENTRE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 11/15/2046OtherSpouse	Bought	$15K–$50K	May 5, 2025	Jun 4, 202530 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$15K–$50K	May 5, 2025	Jun 4, 202530 days later
PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2042Other	Bought	$250K–$500K	Apr 22, 2025	Apr 30, 20258 days later
NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031OtherSpouse	Bought	$15K–$50K	Apr 16, 2025	Apr 30, 202514 days later
PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Bought	$15K–$50K	Apr 16, 2025	Apr 30, 202514 days later
PHILADELPHIA PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$500K–$1M	Apr 16, 2025	Apr 30, 202514 days later
NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2035OtherSpouse	Bought	$1K–$15K	Apr 15, 2025	Apr 30, 202515 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Apr 9, 2025	Apr 30, 202521 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$1K–$15K	Apr 8, 2025	Apr 30, 202522 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025OtherSpouse	Bought	$15K–$50K	Apr 8, 2025	Apr 30, 202522 days later
EASTON PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 04/01/2026OtherSpouse	Bought	$15K–$50K	Apr 8, 2025	Apr 30, 202522 days later
DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$1K–$15K	Apr 8, 2025	Apr 30, 202522 days later
PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$1K–$15K	Apr 8, 2025	Apr 30, 202522 days later
WEST VIEW PA WTR AUTH WTR REV Rate/Coupon: 5% Matures: 11/15/2025OtherSpouse	Bought	$1K–$15K	Apr 8, 2025	Apr 30, 202522 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$1K–$15K	Apr 8, 2025	Apr 30, 202522 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025OtherSpouse	Bought	$1K–$15K	Apr 7, 2025	Apr 30, 202523 days later
CHELTENHAM TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 09/15/2025OtherSpouse	Bought	$15K–$50K	Apr 7, 2025	Apr 30, 202523 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Apr 7, 2025	Apr 30, 202523 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025OtherSpouse	Bought	$15K–$50K	Apr 4, 2025	Apr 30, 202526 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Apr 3, 2025	Apr 30, 202527 days later
ALTOONA PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 12/01/2039OtherSpouse	Bought	$15K–$50K	Apr 2, 2025	Apr 30, 202528 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$1K–$15K	Apr 2, 2025	Apr 30, 202528 days later
NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026OtherSpouse	Bought	$15K–$50K	Apr 2, 2025	Apr 30, 202528 days later
PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$15K–$50K	Apr 2, 2025	Apr 30, 202528 days later
ORACLE CORP NOTE Rate/Coupon: 1.65% Matures: 03/25/2026Bond	Sold	$250K–$500K	Apr 2, 2025	Apr 30, 202528 days later
FOX CHAPEL PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2042Other	Bought	$250K–$500K	Apr 2, 2025	Apr 30, 202528 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Apr 2, 2025	Apr 30, 202528 days later
MERCER CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2037Other	Bought	$250K–$500K	Apr 1, 2025	Apr 30, 202529 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Mar 31, 2025	Apr 30, 202530 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Mar 27, 2025	Apr 23, 202527 days later
EAST WHITELAND TWP PA GO Rate/Coupon: 5% Matures: 12/01/2036Other	Bought	$250K–$500K	Mar 25, 2025	Apr 23, 202529 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Mar 25, 2025	Apr 23, 202529 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 06/01/2037Other	Bought	$100K–$250K	Mar 24, 2025	Apr 23, 202530 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Mar 24, 2025	Apr 23, 202530 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Mar 20, 2025	Mar 29, 20259 days later
BETHLEHEM PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 07/15/2025OtherSpouse	Bought	$100K–$250K	Mar 17, 2025	Mar 29, 202512 days later
CENTRAL DAUPHIN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2026OtherSpouse	Bought	$1K–$15K	Mar 17, 2025	Mar 29, 202512 days later
PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV BDS Rate/Coupon: 5% Matures: 05/15/2038Other	Bought	$100K–$250K	Mar 13, 2025	Mar 29, 202516 days later
PARAMOUNT GLOBAL NOTE Rate/Coupon: 4% Matures: 01/15/2026Bond	Sold	$250K–$500K	Mar 13, 2025	Mar 29, 202516 days later
GENERAL MILLS INC Rate/Coupon: 5.25% Matures: 01/30/2035Bond	Bought	$250K–$500K	Mar 13, 2025	Mar 29, 202516 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Mar 13, 2025	Mar 29, 202516 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Mar 11, 2025	Mar 29, 202518 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Mar 10, 2025	Mar 29, 202519 days later
KB HOME NOTE Rate/Coupon: 7.25% Matures: 07/15/2030Bond	Bought	$250K–$500K	Mar 5, 2025	Mar 29, 202524 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Mar 5, 2025	Mar 29, 202524 days later
DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$100K–$250K	Mar 4, 2025	Mar 29, 202525 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Bought	$1K–$15K	Mar 4, 2025	Mar 29, 202525 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Mar 3, 2025	Mar 29, 202526 days later
GSSpouseGoldman Sachs Group	Sold part	$1M–$5M	Feb 28, 2025	Mar 29, 202529 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$100K–$250K	Feb 28, 2025	Mar 29, 202529 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Feb 28, 2025	Mar 29, 202529 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030OtherSpouse	Bought	$50K–$100K	Feb 27, 2025	Mar 29, 202530 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Feb 27, 2025	Mar 29, 202530 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Feb 26, 2025	Mar 19, 202521 days later
BITBBitwise Bitcoin ETF	Bought	$15K–$50K	Feb 26, 2025	Mar 5, 20257 days later
PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$15K–$50K	Feb 25, 2025	Mar 19, 202522 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Feb 25, 2025	Mar 19, 202522 days later
PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$15K–$50K	Feb 25, 2025	Mar 5, 20258 days later
BITBBitwise Bitcoin ETF	Bought	$50K–$100K	Feb 25, 2025	Mar 5, 20258 days later
PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$100K–$250K	Feb 24, 2025	Mar 19, 202523 days later
ALLEGHENY CNTY PA GO Rate/Coupon: 5% Matures: 12/01/2039Other	Bought	$250K–$500K	Feb 24, 2025	Mar 19, 202523 days later
UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2030OtherSpouse	Bought	$1K–$15K	Feb 24, 2025	Mar 19, 202523 days later
PA ST HIGHER EDL FACS AUTH Rate/Coupon: 5% Matures: 10/01/2036OtherSpouse	Bought	$1K–$15K	Feb 24, 2025	Mar 19, 202523 days later
LANCASTER CNTY PA GO Rate/Coupon: 5% Matures: 11/01/2025OtherSpouse	Bought	$15K–$50K	Feb 24, 2025	Mar 19, 202523 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Bought	$1K–$15K	Feb 24, 2025	Mar 19, 202523 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Bought	$15K–$50K	Feb 24, 2025	Mar 19, 202523 days later
PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$100K–$250K	Feb 24, 2025	Mar 5, 20259 days later
ALLEGHENY CNTY PA GO Rate/Coupon: 5% Matures: 12/01/2039Other	Bought	$250K–$500K	Feb 24, 2025	Mar 5, 20259 days later
UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2030OtherSpouse	Bought	$1K–$15K	Feb 24, 2025	Mar 5, 20259 days later
PA ST HIGHER EDL FACS AUTH Rate/Coupon: 5% Matures: 10/01/2036OtherSpouse	Bought	$1K–$15K	Feb 24, 2025	Mar 5, 20259 days later
LANCASTER CNTY PA GO Rate/Coupon: 5% Matures: 11/01/2025OtherSpouse	Bought	$15K–$50K	Feb 24, 2025	Mar 5, 20259 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Bought	$1K–$15K	Feb 24, 2025	Mar 5, 20259 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Bought	$15K–$50K	Feb 24, 2025	Mar 5, 20259 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$15K–$50K	Feb 20, 2025	Mar 19, 202527 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$15K–$50K	Feb 20, 2025	Mar 5, 202513 days later
PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$1K–$15K	Feb 19, 2025	Mar 19, 202528 days later
PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 06/01/2025OtherSpouse	Bought	$1K–$15K	Feb 19, 2025	Mar 19, 202528 days later
PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$1K–$15K	Feb 19, 2025	Mar 5, 202514 days later
PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 06/01/2025OtherSpouse	Bought	$1K–$15K	Feb 19, 2025	Mar 5, 202514 days later
WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$15K–$50K	Feb 18, 2025	Mar 19, 202529 days later
PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	Feb 18, 2025	Mar 19, 202529 days later
WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$15K–$50K	Feb 18, 2025	Mar 5, 202515 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 02/14/2025OtherSpouse	Bought	$1K–$15K	Feb 14, 2025	Mar 19, 202533 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 02/14/2025OtherSpouse	Bought	$1K–$15K	Feb 14, 2025	Mar 5, 202519 days later
PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$250K–$500K	Feb 10, 2025	Mar 19, 202537 days later
ALLEGHENY CNTY PA GO BDS Rate/Coupon: 5% Matures: 12/01/2039Other	Bought	$250K–$500K	Feb 10, 2025	Mar 19, 202537 days later
PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$250K–$500K	Feb 10, 2025	Mar 5, 202523 days later
ALLEGHENY CNTY PA GO BDS Rate/Coupon: 5% Matures: 12/01/2039Other	Bought	$250K–$500K	Feb 10, 2025	Mar 5, 202523 days later
ALLENTOWN PA SCH DIST GO BDS Rate/Coupon: 5% Matures: 06/01/2043Other	Bought	$500K–$1M	Feb 5, 2025	Mar 19, 202542 days later
EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS Rate/Coupon: 5% Matures: 08/15/2026Other	Bought	$15K–$50K	Feb 5, 2025	Mar 19, 202542 days later
ALLENTOWN PA SCH DIST GO BDS Rate/Coupon: 5% Matures: 06/01/2043Other	Bought	$500K–$1M	Feb 5, 2025	Mar 5, 202528 days later
EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS Rate/Coupon: 5% Matures: 08/15/2026Other	Bought	$15K–$50K	Feb 5, 2025	Mar 5, 202528 days later
MONTOUR PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2042OtherSpouse	Bought	$1K–$15K	Feb 4, 2025	Mar 19, 202543 days later
PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 08/01/2025OtherSpouse	Bought	$15K–$50K	Feb 4, 2025	Mar 19, 202543 days later
MONTOUR PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2042OtherSpouse	Bought	$1K–$15K	Feb 4, 2025	Mar 5, 202529 days later
PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 08/01/2025OtherSpouse	Bought	$15K–$50K	Feb 4, 2025	Mar 5, 202529 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$50K–$100K	Feb 3, 2025	Mar 19, 202544 days later
PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025OtherSpouse	Bought	$50K–$100K	Feb 3, 2025	Mar 5, 202530 days later
ARMSTRONG CNTY PA GO Rate/Coupon: 5% Matures: 06/01/2026OtherSpouse	Bought	$1K–$15K	Jan 24, 2025	Feb 9, 202516 days later
PENNSYLVANIA ST UNIV BDS Rate/Coupon: 5% Matures: 09/01/2044Other	Bought	$100K–$250K	Jan 23, 2025	Feb 9, 202517 days later
PHILADELPHIA PA GAS WKS REV BDS Rate/Coupon: 5% Matures: 08/01/2033Other	Bought	$100K–$250K	Jan 23, 2025	Feb 9, 202517 days later
PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	Jan 23, 2025	Feb 9, 202517 days later
BELLEFONTE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2025OtherSpouse	Bought	$15K–$50K	Jan 23, 2025	Feb 9, 202517 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$50K–$100K	Jan 23, 2025	Feb 9, 202517 days later
UPPER ST CLAIR TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	Jan 23, 2025	Feb 9, 202517 days later
PENNSYLVANIA ST GO 5% Rate/Coupon: 5% Matures: 09/15/2025OtherSpouse	Bought	$50K–$100K	Jan 23, 2025	Feb 9, 202517 days later
LOWER MERION TWP PA GO Rate/Coupon: 5% Matures: 01/15/2026OtherSpouse	Bought	$1K–$15K	Jan 22, 2025	Feb 9, 202518 days later
NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2036OtherSpouse	Bought	$15K–$50K	Jan 22, 2025	Feb 9, 202518 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$15K–$50K	Jan 22, 2025	Feb 9, 202518 days later
NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031OtherSpouse	Bought	$15K–$50K	Jan 22, 2025	Feb 9, 202518 days later
CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$1K–$15K	Jan 22, 2025	Feb 9, 202518 days later
OCCIDENTAL PETE CORP NOTE Rate/Coupon: 5.55% Matures: 10/01/2034Bond	Bought	$250K–$500K	Jan 21, 2025	Feb 9, 202519 days later
ARES CAPITAL CORP NOTE Rate/Coupon: 5.80% Matures: 03/08/2032Bond	Bought	$250K–$500K	Jan 17, 2025	Feb 9, 202523 days later
ATHENE HOLDING LTD NOTE Rate/Coupon: 6.65% Matures: 02/01/2033Bond	Bought	$250K–$500K	Jan 16, 2025	Feb 9, 202524 days later
PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV REG ASSET DIST SALES TAX REV SER. Rate/Coupon: 5% Matures: 02/01/2031Other	Bought	$250K–$500K	Jan 16, 2025	Feb 9, 202524 days later
RUMRumble Inc	Sold	$1M–$5M	Jan 16, 2025	Feb 9, 202524 days later
PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$1K–$15K	Jan 16, 2025	Feb 9, 202524 days later
NORTH HILLS PA SCH DIST GO Rate/Coupon: 4% Matures: 10/15/2025OtherSpouse	Bought	$1K–$15K	Jan 14, 2025	Feb 9, 202526 days later
EST HMPFLD TW PA IND DV AT REV Rate/Coupon: 5% Matures: 07/01/2047OtherSpouse	Bought	$50K–$100K	Jan 14, 2025	Feb 9, 202526 days later
PITTSBURGH PENNSYLVANIA GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$15K–$50K	Jan 14, 2025	Feb 9, 202526 days later
CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$15K–$50K	Jan 13, 2025	Feb 9, 202527 days later
MCDONALDS CORP MTN Rate/Coupon: 4.7% Matures: 12/09/2035Bond	Bought	$250K–$500K	Jan 10, 2025	Feb 9, 202530 days later
PHILLIPS 66 NOTE Rate/Coupon: 4.65% Matures: 11/15/2034Bond	Bought	$250K–$500K	Jan 10, 2025	Feb 9, 202530 days later
CARLYLE SECURED LENDING INC NOTE Rate/Coupon: 6.75% Matures: 02/18/2030Bond	Bought	$250K–$500K	Jan 10, 2025	Feb 9, 202530 days later
PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2025OtherSpouse	Bought	$1K–$15K	Jan 10, 2025	Feb 9, 202530 days later
COLONIAL PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2025OtherSpouse	Bought	$50K–$100K	Jan 9, 2025	Feb 9, 202531 days later
DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026OtherSpouse	Bought	$1K–$15K	Jan 9, 2025	Feb 9, 202531 days later
POCONO MTN PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025OtherSpouse	Bought	$1K–$15K	Jan 6, 2025	Feb 5, 202530 days later
PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025OtherSpouse	Bought	$15K–$50K	Feb 18, 2024	Mar 5, 2025381 days later · late

David McCormick's portfolio by sector

Share of the estimated stock portfolio.

Sector	Share	Value	Holdings
Financials	100%	~$1.2M	1

Portfolio performance: David McCormick vs. benchmarks

Based on disclosed trades only: what you would have earned copying each trade the day it was disclosed, since Feb 14, 2025. Stocks David McCormick already owned before the first tracked trade are not included.

You, copying after each disclosure – estimated value
S&P 500
Nasdaq-100

Feb 14, 2025 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
	Total return	Per year
You, copying after each disclosure – estimated value	−8.1%	−5.0%
S&P 500	+30.0%	+17.3%
Nasdaq-100	+42.0%	+23.8%

David McCormick's most traded stocks

Number of disclosed buys and sells per stock.

Stock	Buys	Sells
BITBBitwise Bitcoin ETF	24	0
GSGoldman Sachs Group	0	2
RUMRumble Inc	0	1
IJRS&P Smallcap Ishares Core ETF	0	1

Source: official disclosures filed with the Secretary of the Senate. Each date links to the original filing.