WhatInvestorsBuy

Suzan K. DelBene: Stock Portfolio, Performance and Latest Trades

Suzan K. DelBene

U.S. Representative, WA-1

D Democrat

Trades disclosed503
Bought / sold301 / 201
Est. volume$292.4M
Typical delay19 days

Suzan K. DelBene's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
IUSGiShares Core S&P U.S. Growth ETF
8.56%$167.33+18.7%$198.62Held at end of 20220
VOOVanguard S&P 500 ETF
8.28%$621.74+14.9%$714.34Held at end of 20230
VTIVanguard Total Stock Market ETF
8.26%$332.42+14.6%$381.03Held at end of 20230
VFWSXVanguard FTSE All-World ex-US Index Fund Insti Shs
8.19%$143.70+13.6%$163.24Held at end of 20230
VSMAXVanguard Small Cap Index Fd Admiral Shs
8.10%$122.41+12.4%$137.54Held at end of 20230
VIMAXVanguard Mid-Cap Index Fund Admiral Shares
8.05%$355.64+11.6%$397.01Held at end of 20230
CPEFXCascade Private Capital Fund
8.02%$20.17+11.2%$22.43Held at end of 20250
IUSViShares Core S&P U.S. Value ETF
7.94%$101.29+10.1%$111.50Held at end of 20220
CELFXCliffwater Enhanced Lending Fund Class I
7.52%$10.29+4.3%$10.73Held at end of 20250
CCLFXCliffwater Corporate Lending Fund Class I
7.38%$9.96+2.4%$10.20Held at end of 20230
PFIUXPIMCO Dynamic Bond Fund Class INSTL
7.14%$9.93−1.0%$9.83Held at end of 20230
VIIIXVanguard Institutional Index Fund Institutional Plus Shares
2.07%$543.29+15.0%$624.57Held at end of 20230
VBVanguard Small-Cap ETF
2.02%$255.47+12.3%$286.98Held at end of 20230
VWOVanguard FTSE Emerging Markets ETF
2.01%$53.59+11.7%$59.85Held at end of 20210
HAINXHarbor International Fund Insti Cl
1.94%$54.86+7.7%$59.08Held at end of 20230
VBIPXVanguard Short-Term Bond Index Fd Instl Plus
1.80%$10.03−0.2%$10.01Held at end of 20230
SPYSPDR S&P 500
1.61%$676.64+14.9%$777.22Held at end of 20210
MIPIXMatthews Asia Dividend Fund Insti Class
1.09%$17.23+21.3%$20.90Held at end of 20230
SWVXXSchwab Value Advantage Money Fund
0.02%$1.00+0.0%$1.00Held at end of 20240

Suzan K. DelBene's buys and sells

Dec 29, 2017 to Sep 14, 2026, 16 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034BondJoint
Bought$250K–$500KSep 14, 2026Sep 30, 202616 days later
San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056BondJoint
Sold$250K–$500KSep 14, 2026Sep 30, 202616 days later
Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen ObligBondJoint
Bought$250K–$500KSep 3, 2026Sep 30, 202627 days later
California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056BondJoint
Sold$250K–$500KSep 3, 2026Sep 30, 202627 days later
San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056BondJoint
Bought$250K–$500KSep 3, 2026Sep 30, 202627 days later
New York NY City Transitional Fin 5.00% Due Nov 1, 2037BondJoint
Bought$15K–$50KAug 20, 2026Sep 14, 202625 days later
Washington ST 5% Go Utx Due 08/01/30BondJoint
Bought$250K–$500KAug 7, 2026Aug 21, 202614 days later
California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056BondJoint
Bought$250K–$500KAug 6, 2026Aug 21, 202615 days later
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint
Sold$250K–$500KAug 6, 2026Aug 21, 202615 days later
Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024BBondJoint
Bought$250K–$500KJul 23, 2026Aug 11, 202619 days later
Pacific Co B1 Bond - Trimble 05/29/28BondJoint
Bought$500K–$1MMay 28, 2026Jun 11, 202614 days later
Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033BondJoint
Bought$250K–$500KMay 4, 2026May 26, 202622 days later
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040BondJoint
Bought$50K–$100KMay 4, 2026May 26, 202622 days later
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint
Bought$1K–$15KApr 30, 2026May 8, 20268 days later
Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027BondJoint
Sold part$15K–$50KApr 9, 2026Apr 28, 202619 days later
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051BondJoint
Bought$15K–$50KApr 1, 2026Apr 28, 202627 days later
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint
Bought$15K–$50KFeb 23, 2026Mar 12, 202617 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
Spring TX Isd 4%31 Go Utx Due 08/15/31BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051BondJoint
Sold part$50K–$100KJan 13, 2026Jan 23, 202610 days later
Triborough Bridge & 4%31 SPL Tax Due 11/15/31BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
University Kans Hos 4%36 SYST HLTH Due 03/01/36BondJoint
Sold part$50K–$100KJan 13, 2026Jan 23, 202610 days later
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028BondJoint
Sold part$50K–$100KJan 13, 2026Jan 23, 202610 days later
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Sold part$15K–$50KJan 13, 2026Jan 23, 202610 days later
New York NY City Transitional Fin 5.00% Due Feb 1, 2032BondJoint
Sold$250K–$500KJan 6, 2026Jan 23, 202617 days later
New York NY City Transitional Fin 5.00% Due Nov 1, 2037BondJoint
Bought$250K–$500KJan 6, 2026Jan 23, 202617 days later
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051BondJoint
Bought$1K–$15KDec 17, 2025Jan 12, 202626 days later
Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028BondJoint
Bought$15K–$50KNov 21, 2025Dec 8, 202517 days later
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051BondJoint
Bought$250K–$500KNov 19, 2025Dec 8, 202519 days later
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035BondJoint
Sold$250K–$500KNov 18, 2025Dec 8, 202520 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Bought$1K–$15KNov 18, 2025Dec 8, 202520 days later
Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27BondJoint
Bought$250K–$500KOct 30, 2025Nov 12, 202513 days later
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint
Bought$15K–$50KOct 28, 2025Nov 12, 202515 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Bought$1K–$15KOct 1, 2025Oct 30, 202529 days later
Pacific Co B1 Bond - San Marcos 10/4/27BondJoint
Bought$250K–$500KSep 30, 2025Oct 13, 202513 days later
Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035BondJoint
Sold$250K–$500KSep 12, 2025Sep 28, 202516 days later
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035BondJoint
Bought$250K–$500KSep 12, 2025Sep 28, 202516 days later
Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035BondJoint
Bought$1K–$15KSep 10, 2025Sep 28, 202518 days later
New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027BondJoint
Sold$250K–$500KAug 8, 2025Aug 29, 202521 days later
Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35BondJoint
Bought$250K–$500KAug 8, 2025Aug 29, 202521 days later
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028BondJoint
Bought$250K–$500KJul 31, 2025Aug 9, 20259 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Honolulu HI City & 4%32 Go Utx Due 10/01/32BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Sold part$50K–$100KJul 16, 2025Aug 9, 202524 days later
Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
New York New Y CI 2.6%26 Mult HSG Due 05/01/26BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Spring TX Isd 4%31 Go Utx Due 08/15/31BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Triborough Bridge & 4%31 SPL Tax Due 11/15/31BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040BondJoint
Sold part$15K–$50KJul 16, 2025Aug 9, 202524 days later
Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035BondJoint
Sold$250K–$500KJun 18, 2025Jul 17, 202529 days later
University Kans Hos 4%36 SYST HLTH Due 03/01/36BondJoint
Bought$250K–$500KJun 18, 2025Jul 17, 202529 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49BondJoint
Sold part$50K–$100KJun 11, 2025Jun 24, 202513 days later
Honolulu HI City & 4%32 Go Utx Due 10/01/32BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027BondJoint
Sold part$50K–$100KJun 11, 2025Jun 24, 202513 days later
New York New Y CI 2.6%26 Mult HSG Due 05/01/26BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
New York NY City Transitional Fin 5.00 % Due Nov 1, 2027BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
New York NY City Transitional Fin 5.00% Due Feb 1, 2032BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032BondJoint
Sold part$50K–$100KJun 11, 2025Jun 24, 202513 days later
Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035BondJoint
Sold part$50K–$100KJun 11, 2025Jun 24, 202513 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Spring TX Isd 4%31 Go Utx Due 08/15/31BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Triborough Bridge & 4%31 SPL Tax Due 11/15/31BondJoint
Sold part$50K–$100KJun 11, 2025Jun 24, 202513 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Sold part$50K–$100KJun 11, 2025Jun 24, 202513 days later
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Sold part$100K–$250KJun 11, 2025Jun 24, 202513 days later
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040BondJoint
Sold part$15K–$50KJun 11, 2025Jun 24, 202513 days later
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Sold$250K–$500KJun 4, 2025Jun 24, 202520 days later
University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036BondJoint
Bought$250K–$500KJun 4, 2025Jun 24, 202520 days later
Pacific Co B1 Bond - Martha Gardens 06/01/2027BondJoint
Bought$500K–$1MMay 29, 2025Jun 8, 202510 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Bought$1K–$15KMay 27, 2025Jun 8, 202512 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Bought$1K–$15KMay 22, 2025Jun 8, 202517 days later
UT ST Tran Auth 5%36 Excise Tax Due 06/15/36BondJoint
Sold$250K–$500KApr 16, 2025May 7, 202521 days later
Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Bought$250K–$500KApr 16, 2025May 7, 202521 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
Colorado Health Fac 5% Hosp HLTH Due 08/01/49BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029BondJoint
Sold$100K–$250KMar 19, 2025Apr 10, 202522 days later
Honolulu HI City & 4% Go Utx Due 10/01/32BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
Michigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
New York New Y CI 2.6% Mult HSG Due 05/01/26BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
New York NY City Transitional Fin 5.00 % Due Nov 1, 2027BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
New York NY City Transitional Fin 5.00% Due Feb 1, 2032BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027BondJoint
Sold part$50K–$100KMar 19, 2025Apr 10, 202522 days later
Sales Tax Securitization Corp 5.00% Due Jan 1, 2031BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Seattle WA MN LT PW 0% PWR Util Due 05/01/45BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Spring TX Isd 4% Go Utx Due 08/15/31BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026BondJoint
Sold$250K–$500KMar 19, 2025Apr 10, 202522 days later
Triborough Bridge & Tunl 4% SPL Tax Due 11/15/31BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
TX Trans Commn TPK 5% TPK Tran Due 08/15/42BondJoint
Sold part$250K–$500KMar 19, 2025Apr 10, 202522 days later
UT ST Tran Auth 5% Excise Tax Due 06/15/36BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040BondJoint
Sold part$100K–$250KMar 19, 2025Apr 10, 202522 days later
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Bought$15K–$50KMar 12, 2025Mar 26, 202514 days later
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028BondJoint
Sold$500K–$1MFeb 12, 2025Feb 25, 202513 days later
Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036BondJoint
Bought$500K–$1MFeb 12, 2025Feb 25, 202513 days later
TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42BondJoint
Bought$15K–$50KJan 27, 2025Feb 9, 202513 days later
TX Trans Commn TPK 5% TPK Tran Due 08/15/42BondJoint
Bought$15K–$50KDec 9, 2024Dec 23, 202414 days later
Colorado Health Fac 5% Hosp HLTH Due 08/01/49BondJoint
Bought$15K–$50KNov 6, 2024Nov 21, 202415 days later
North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032BondJoint
Bought$15K–$50KNov 5, 2024Nov 21, 202416 days later
TX Trans Commn TPK 5% TPK Tran Due 08/15/42BondJoint
Bought$1K–$15KNov 4, 2024Nov 21, 202417 days later
Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035BondJoint
Bought$1K–$15KOct 28, 2024Nov 7, 202410 days later
Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034BondJoint
Sold$500K–$1MOct 18, 2024Nov 7, 202420 days later
New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035BondJoint
Bought$500K–$1MOct 18, 2024Nov 7, 202420 days later
Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45BondJoint
Bought$15K–$50KSep 18, 2024Oct 4, 202416 days later
MSFTJointMicrosoft Corporation
Sold$100K–$250KAug 31, 2024Sep 9, 20249 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Sold$500K–$1MAug 29, 2024Sep 9, 202411 days later
UT ST Tran Auth 5%36 Excise Tax Due 06/15/36BondJoint
Bought$500K–$1MAug 29, 2024Sep 9, 202411 days later
Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45BondJoint
Bought$1K–$15KAug 23, 2024Sep 9, 202417 days later
TX Trans Commn TPK 5% TPK Tran Due 08/15/42BondJoint
Bought$15K–$50KAug 12, 2024Aug 23, 202411 days later
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028BondJoint
Bought$15K–$50KAug 6, 2024Aug 23, 202417 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027BondJoint
Bought$15K–$50KAug 5, 2024Aug 23, 202418 days later
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044BondJoint
Sold$500K–$1MJul 24, 2024Aug 6, 202413 days later
TX Trans Commn TPK 5% TPK Tran Due 08/15/42BondJoint
Bought$500K–$1MJul 24, 2024Aug 6, 202413 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Sold part$1K–$15KJun 28, 2024Jul 11, 202413 days later
Pacific Co B1 Bond - Villa del SolBondJoint
Bought$1M–$5MMay 24, 2024Jun 10, 202417 days later
Wise CNTY VA Indl Dev Auth Solid Waste 1.20% Due Nov 1, 2040BondJoint
Sold$500K–$1MMay 22, 2024Jun 10, 202419 days later
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040BondJoint
Bought$500K–$1MMay 22, 2024Jun 10, 202419 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Bought$15K–$50KMay 22, 2024Jun 20, 202429 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Bought$100K–$250KMay 17, 2024Jun 10, 202424 days later
MSFTSpouseMicrosoft Corporation
Sold$100K–$250KFeb 29, 2024Mar 8, 20248 days later
Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028BondJoint
Bought$500K–$1MFeb 21, 2024Mar 8, 202416 days later
Seattle WA MN LT PW 3.55% PWR Util Due 05/01/45BondJoint
Bought$15K–$50KFeb 21, 2024Mar 8, 202416 days later
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044BondJoint
Bought$15K–$50KFeb 13, 2024Feb 21, 20248 days later
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044BondJoint
Bought$15K–$50KFeb 12, 2024Feb 21, 20249 days later
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044BondJoint
Bought$50K–$100KFeb 5, 2024Feb 21, 202416 days later
Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035BondJoint
Bought$500K–$1MFeb 1, 2024Feb 21, 202420 days later
New Jersey ST Transn TR FD Auth Transn 5.00% Due Dec 15, 2032BondJoint
Sold$500K–$1MFeb 1, 2024Feb 21, 202420 days later
Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031BondJoint
Sold$500K–$1MFeb 1, 2024Feb 21, 202420 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Bought$50K–$100KJan 31, 2024Feb 5, 20245 days later
Honolulu HI City & 4% Go Utx Due 10/01/32BondJoint
Bought$15K–$50KJan 23, 2024Feb 5, 202413 days later
New York N Y Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044BondJoint
Bought$1K–$15KJan 19, 2024Feb 5, 202417 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029BondJoint
Bought$1K–$15KJan 4, 2024Jan 22, 202418 days later
Seattle WA MN LT PW 0% PWR Util Due 05/01/45BondJoint
Sold part$15K–$50KJan 3, 2024Jan 22, 202419 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029BondJoint
Bought$15K–$50KDec 15, 2023Dec 23, 20238 days later
Maryland ST Go BDS Ser. 2017 B 5.00% Due Aug 1, 2026BondJoint
Sold part$15K–$50KDec 15, 2023Dec 23, 20238 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026BondJoint
Sold$250K–$500KDec 8, 2023Dec 23, 202315 days later
Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031BondJoint
Sold part$100K–$250KDec 8, 2023Dec 23, 202315 days later
Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034BondJoint
Bought$500K–$1MDec 7, 2023Dec 23, 202316 days later
Triborough Bridge & Tunl Auth NY 4% SPL Tax Due 11/15/31BondJoint
Bought$1K–$15KDec 5, 2023Dec 23, 202318 days later
New York NY City Transitional Fin 5.00% Due Nov 1, 2027BondJoint
Bought$1K–$15KNov 16, 2023Dec 13, 202327 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026BondJoint
Bought$15K–$50KNov 3, 2023Nov 26, 202323 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029BondJoint
Bought$15K–$50KNov 1, 2023Nov 26, 202325 days later
Spring TX Isd 4% Go Utx Due 08/15/31BondJoint
Bought$1K–$15KOct 20, 2023Nov 8, 202319 days later
New York NY City Transitional Fin 5.00% Due Nov 1, 2027BondJoint
Bought$15K–$50KOct 16, 2023Nov 8, 202323 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Sold part$15K–$50KSep 29, 2023Oct 10, 202311 days later
United States Treas Bills Zero CPN 0.00% Due Mar 7, 2024BondJoint
Bought$1M–$5MSep 19, 2023Oct 10, 202321 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027BondJoint
Bought$15K–$50KSep 6, 2023Sep 25, 202319 days later
MSFTSpouseMicrosoft Corporation
Sold$500K–$1MAug 31, 2023Sep 11, 202311 days later
MSFTSpouseMicrosoft Corporation
Sold$250K–$500KAug 30, 2023Sep 11, 202312 days later
Prince Georges CNTY MD Go Consolidated 5.00 % Due Jul 15, 2031BondJoint
Bought$15K–$50KAug 28, 2023Sep 11, 202314 days later
Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030BondJoint
Bought$15K–$50KAug 22, 2023Sep 11, 202320 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030BondJoint
Bought$1K–$15KJul 31, 2023Aug 8, 20238 days later
Spring TX Isd 4% Go Utx Due 08/15/31BondJoint
Bought$15K–$50KJul 28, 2023Aug 8, 202311 days later
US Treasury Bill US T Bill Due 01/11/24BondJoint
Bought$1M–$5MJul 19, 2023Aug 8, 202320 days later
Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029BondJoint
Bought$1K–$15KJul 14, 2023Jul 25, 202311 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027BondJoint
Bought$15K–$50KJun 29, 2023Jul 7, 20238 days later
Spring TX Isd 4% Go Utx Due 08/15/31BondJoint
Bought$15K–$50KJun 7, 2023Jun 23, 202316 days later
New Jersey ST Transn TR FD Auth Trans 5.00% Due Dec 15, 2032BondJoint
Bought$50K–$100KJun 6, 2023Jun 23, 202317 days later
New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044BondJoint
Bought$15K–$50KJun 2, 2023Jun 23, 202321 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Bought$15K–$50KMay 31, 2023Jun 7, 20237 days later
Colorado Health Fac 5% Hosp HLTH Due 08/01/49BondJoint
Bought$15K–$50KMay 24, 2023Jun 7, 202314 days later
New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025BondJoint
Sold$500K–$1MMay 23, 2023Jun 7, 202315 days later
Wise CNTY VA Indl Dev Auth Solid Waste 1.20 % Due Nov 1, 2040BondJoint
Bought$500K–$1MMay 22, 2023Jun 7, 202316 days later
Maricopa CNTY Ariz Uni SCH Dist No 69 5.00 % Due Jul 1, 2027BondJoint
Sold$250K–$500KMay 18, 2023Jun 7, 202320 days later
NEW YORK NY GO BDS SER 05.00% 08/01/2030BondJoint
Sold$500K–$1MMay 18, 2023Jun 7, 202320 days later
Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035BondJoint
Bought$500K–$1MMay 17, 2023Jun 7, 202321 days later
Spring TX Isd 4% Go Utx Due 08/15/31BondJoint
Bought$15K–$50KMay 3, 2023May 25, 202322 days later
Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030BondJoint
Bought$15K–$50KApr 25, 2023May 6, 202311 days later
US Treasury Bill23 U S T Bill Due 10/19/23BondJoint
Bought$1M–$5MApr 20, 2023May 6, 202316 days later
Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031BondJoint
Bought$15K–$50KApr 18, 2023May 6, 202318 days later
New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025BondJoint
Sold part$15K–$50KMar 30, 2023Apr 10, 202311 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029BondJoint
Bought$1K–$15KMar 23, 2023Apr 10, 202318 days later
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032BondJoint
Bought$1K–$15KMar 15, 2023Mar 20, 20235 days later
Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031BondJoint
Bought$1K–$15KMar 7, 2023Mar 20, 202313 days later
MSFT Common StockSpouse
Sold$250K–$500KMar 1, 2023Jun 14, 2023105 days later · late
Seattle WA MN LT 3.67% Util Due 05/01/45BondJoint
Bought$1K–$15KFeb 24, 2023Mar 7, 202311 days later
New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032BondJoint
Bought$15K–$50KFeb 16, 2023Mar 7, 202319 days later
King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024BondJoint
Sold$500K–$1MFeb 9, 2023Feb 19, 202310 days later
New Jersey ST Transn TR FD Auth Transn 5.00 % Due Dec 15, 2032BondJoint
Bought$500K–$1MFeb 8, 2023Feb 19, 202311 days later
Seattle WA MN LT PW PWR Util Due 05/01/45BondJoint
Bought$50K–$100KFeb 2, 2023Feb 19, 202317 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029BondJoint
Bought$15K–$50KJan 27, 2023Feb 6, 202310 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Bought$50K–$100KJan 23, 2023Feb 6, 202314 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Bought$15K–$50KJan 19, 2023Feb 6, 202318 days later
New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025BondJoint
Bought$1K–$15KJan 19, 2023Feb 6, 202318 days later
Seattle WA MN LT PW PWR Util Due 05/01/45BondJoint
Bought$1K–$15KJan 19, 2023Feb 6, 202318 days later
Seattle WA MN LT PW 2.75% PWR Util Due 05/01/45BondJoint
Bought$15K–$50KJan 10, 2023Jan 21, 202311 days later
Spring TX Isd 4% Go Utx Due 08/15/31BondJoint
Bought$500K–$1MJan 6, 2023Jan 21, 202315 days later
Triborough Bridge & 4% SPL Tax Due 11/15/31BondJoint
Bought$500K–$1MJan 6, 2023Jan 21, 202315 days later
Florida HSG Fin Corp Homeowner MTG Rev 2.15 % Due Jul 1, 2029BondJoint
Sold part$1K–$15KJan 3, 2023Jan 21, 202318 days later
Tennessee HSG Dev Agy Residential Fin 2.80 % Due Jan 1, 2026BondJoint
Sold part$1K–$15KJan 3, 2023Jan 21, 202318 days later
Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 % Due Aug 1, 2025BondJoint
Sold$500K–$1MDec 19, 2022Jan 2, 202314 days later
Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029BondJoint
Bought$500K–$1MDec 16, 2022Jan 2, 202317 days later
Connecticut ST Go BDS 2018 C 5.0000% Due 06/15/2030BondJoint
Sold$500K–$1MDec 16, 2022Jan 2, 202317 days later
Maryland ST Dept TR 5%26 Comb Tax Due 10/01/26BondJoint
Sold$500K–$1MDec 16, 2022Jan 2, 202317 days later
Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027BondJoint
Bought$50K–$100KDec 15, 2022Jan 2, 202318 days later
New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2030BondJoint
Bought$15K–$50KDec 1, 2022Dec 13, 202212 days later
ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023BondJoint
Sold$50K–$100KNov 17, 2022Nov 28, 202211 days later
Illinois HSG Dev Auth Rev BDS Ser. 1.70 % Due Apr 1, 2031BondJoint
Sold$250K–$500KNov 17, 2022Nov 28, 202211 days later
North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032BondJoint
Bought$250K–$500KNov 17, 2022Nov 28, 202211 days later
Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027BondJoint
Bought$15K–$50KNov 10, 2022Nov 28, 202218 days later
United States Treas Bills Zero CPN 0.00 % Due May 11, 2023BondJoint
Bought$1M–$5MNov 10, 2022Nov 28, 202218 days later
United States Treas Bills Zero CPN 0.00 % Due Feb 21, 2023BondJoint
Bought$250K–$500KNov 9, 2022Nov 28, 202219 days later
New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027BondJoint
Bought$15K–$50KNov 4, 2022Nov 28, 202224 days later
New York N Y Go BDS Ser. Fiscal 2008J 5.00 % Due Aug 1, 2026BondJoint
Sold$500K–$1MOct 24, 2022Nov 14, 202221 days later
New York N Y Go BDS Ser. Fiscal 2015F 5.00 % Due Jun 1, 2044BondJoint
Bought$500K–$1MOct 24, 2022Nov 14, 202221 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Bought$50K–$100KOct 20, 2022Nov 14, 202225 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026BondJoint
Bought$1K–$15KOct 19, 2022Nov 14, 202226 days later
Round Rock Tex Indpt SCH Dist Unltd Tax 5.00 % Due 08/01/25BondJoint
Bought$15K–$50KOct 17, 2022Oct 28, 202211 days later
Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45BondJoint
Bought$15K–$50KOct 17, 2022Oct 28, 202211 days later
Connecticut ST Go BDS 2018 C 5.0000% Due 06/15/30BondJoint
Bought$1K–$15KOct 13, 2022Oct 28, 202215 days later
Maryland ST Go BDS Ser. 2017 B 5.00 % Due 08/01/26BondJoint
Bought$500K–$1MOct 13, 2022Oct 28, 202215 days later
Maryland ST Go ST Local Facs LN BDS 5.00 % Due 03/15/27BondJoint
Sold$500K–$1MOct 13, 2022Oct 28, 202215 days later
Seattle WA MN LT PW 2.68% PWR Util Due 05/01/45BondJoint
Bought$1K–$15KOct 13, 2022Oct 28, 202215 days later
Illinois ST Sales Tax Rev JR Oblig 4.00 % Due 06/15/30BondJoint
Bought$15K–$50KOct 12, 2022Oct 28, 202216 days later
New York N Y City Transitional Fin 5.00 % Due 11/01/27BondJoint
Bought$1K–$15KOct 7, 2022Oct 28, 202221 days later
US Treasury Bill23 U S T Bill Due 09/07/23BondJoint
Bought$1M–$5MSep 28, 2022Oct 10, 202212 days later
King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024BondJoint
Bought$500K–$1MSep 26, 2022Oct 10, 202214 days later
Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030BondJoint
Bought$1K–$15KSep 22, 2022Oct 10, 202218 days later
New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025BondJoint
Bought$15K–$50KSep 22, 2022Oct 10, 202218 days later
ID ST BLDG Auth 5%23 5.00 % Due Sep 1, 2023BondJoint
Sold part$50K–$100KSep 1, 2022Sep 12, 202211 days later
MSFT Common StockSpouse
Sold$1M–$5MAug 30, 2022Jun 14, 2023288 days later · late
Wolcott CT 1.25%22 Go Utx Due 08/23/22BondJoint
Sold$500K–$1MAug 23, 2022Sep 12, 202220 days later
Piladelphia PA SCH Dist Go BDS Ser. 5.00% Due 09/01/2027BondJoint
Bought$15K–$50KAug 18, 2022Aug 26, 20228 days later
Round Rock Tex Indpt Sch Dist 5.00% Due 8/1/2025BondJoint
Bought$100K–$250KAug 18, 2022Aug 26, 20228 days later
University Minn GO Ref BDS Regents Ser. 5.00% Due 10/01/25BondJoint
Sold$250K–$500KAug 18, 2022Aug 26, 20228 days later
New York NY GO BDS Ser 5.00% Due 08/01/2030BondJoint
Bought$1K–$15KAug 9, 2022Aug 26, 202217 days later
Prince Georges CNTY MD Go Consolidated 5.00% Due 07/15/31BondJoint
Bought$15K–$50KAug 4, 2022Aug 26, 202222 days later
New York N Y City Transitional Fin 5.00% Due Feb 1, 2032BondJoint
Bought$500K–$1MAug 2, 2022Aug 26, 202224 days later
New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2030BondJoint
Bought$250K–$500KAug 2, 2022Aug 26, 202224 days later
New York N Y Go BDS Ser.C 5.00 % Due Aug 1, 2031BondJoint
Sold$250K–$500KAug 2, 2022Aug 26, 202224 days later
New York ST Dorm Auth ST Pers Income 5.00% Due 03/15/2027BondJoint
Sold$500K–$1MAug 2, 2022Aug 26, 202224 days later
New York New Y Cl 2.6% Mult HSG Due 05/01/26BondJoint
Bought$500K–$1MJul 22, 2022Aug 8, 202217 days later
Berkeley Heights TWP N J BD Antic NTS 2.00% Due 07/08/2022BondJoint
Sold$500K–$1MJul 8, 2022Jul 25, 202217 days later
Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029BondJoint
Sold part$15K–$50KJul 1, 2022Jul 8, 20227 days later
Berkeley Heights TWP N J BD NTS 2.00% Due 07/08/2022BondJoint
Sold part$15K–$50KJun 30, 2022Jul 8, 20228 days later
Colorado Health Fac 5.00% Due 08/01/2049BondJoint
Bought$500K–$1MJun 28, 2022Jul 8, 202210 days later
WA ST HLTH Care Fa 5.00% Due 08/01/2049BondJoint
Sold$500K–$1MJun 28, 2022Jul 8, 202210 days later
Connecticut ST Go BDS 2018 5.0% Due 06/15/2030BondJoint
Bought$1K–$15KJun 24, 2022Jul 8, 202214 days later
Connecticut ST Go BDS 2018 C 5.00%BondJoint
Bought$15K–$50KJun 14, 2022Jun 23, 20229 days later
New York N Y Go BDS Ser. C 5.00% Due 08/01/2031BondJoint
Bought$15K–$50KJun 14, 2022Jul 8, 202224 days later
Honolulu HI City 4.00% Go Utx Due 10/01/32BondJoint
Bought$15K–$50KJun 13, 2022Jun 23, 202210 days later
New York ST Dorm Auth ST Pers Income 5.00% Due 03/15/27BondJoint
Bought$1K–$15KJun 9, 2022Jun 23, 202214 days later
Prince Georges CNTY MD Go Consolidated 5.00% Due 07/15/31BondJoint
Bought$100K–$250KJun 7, 2022Jun 23, 202216 days later
New Jersey ST HSG & MTG Fin Agy 0.75% Due 05/01/23BondJoint
Sold$250K–$500KMay 19, 2022Jun 11, 202223 days later
Honolulu HI City & 4.00% GO Utx Due 10/01/32BondJoint
Bought$500K–$1MMay 18, 2022Jun 11, 202224 days later
CT ST HSG Fa HSG 2.75% Due 05/15/2026BondJoint
Sold$250K–$500KMay 16, 2022May 23, 20227 days later
New York NY Go BDS Ser Fiscal 2008J 5.00% Due 08/01/2026BondJoint
Bought$1K–$15KMay 10, 2022May 23, 202213 days later
District Columbia Go BDS Ser 2017D 5.00% Due 06/01/2027BondJoint
Sold$500K–$1MMay 6, 2022May 23, 202217 days later
New York NY City Transitional Fin 5.00% Due 11/01/2027BondJoint
Bought$500K–$1MMay 6, 2022May 23, 202217 days later
Sales Tax Securitization Corp 5.00 % Due 1/1/2027BondJoint
Sold$250K–$500KMay 4, 2022May 8, 20224 days later
Illinois ST Sales Tax Rev JR Oblig 4.00% Due 06/15/2030BondJoint
Bought$250K–$500KMay 3, 2022May 23, 202220 days later
New York ST Dorm Auth ST Pers 5% due 3/15/2027BondJoint
Bought$15K–$50KApr 26, 2022May 8, 202212 days later
Seattle WA MN LT PW 0.69% due 5/1/2045BondJoint
Bought$1K–$15KApr 18, 2022May 8, 202220 days later
Maryland ST Go ST Local Facs LN BDS 5.00% Due 03/15/2027BondJoint
Bought$1K–$15KApr 11, 2022Apr 20, 20229 days later
Florida HSg Fin Corp Homeowner MTg 2.15% Due 07/01/29 [gS]Joint
Sold part$1K–$15KApr 1, 2022Apr 7, 20226 days later
District Columbia gO BDS Ser 2017 5.00% Due 06/01/27 [gS]Joint
Bought$1K–$15KMar 21, 2022Apr 7, 202217 days later
Colorado Health Fac 5.00% Hosp HlTH Due 08/01/2049 [gS]Joint
Sold$500K–$1MMar 15, 2022Mar 22, 20227 days later
WA ST HlTH Care Fa 5.00% Hosp HlTH Due 08/01/2049 [gS]Joint
Bought$500K–$1MMar 15, 2022Mar 22, 20227 days later
Prince georges CNTY MD go Consolidated 5.00% Due 07/15/2031 [gS]Joint
Bought$1K–$15KMar 2, 2022Mar 22, 202220 days later
MSFT Common StockOtherSpouse
Sold$500K–$1MFeb 28, 2022Mar 9, 20229 days later
New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 [gS]Joint
Bought$1K–$15KFeb 15, 2022Feb 25, 202210 days later
MSFTOtherSpouseForward Contract
Bought$5M–$25MFeb 9, 2022Mar 9, 202228 days later
Illinois HSg Dev Auth Rev BDS Ser. 1.70% Due 4/1/2031 [gS]Joint
Bought$15K–$50KFeb 8, 2022Feb 25, 202217 days later
New York ST Dorm Auth Sales Tax Rev 5.00% Due 3/15/2025 [gS]Joint
Bought$15K–$50KFeb 8, 2022Feb 25, 202217 days later
New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 [gS]Joint
Bought$15K–$50KFeb 4, 2022Feb 25, 202221 days later
New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/2025 [gS]Joint
Bought$15K–$50KJan 18, 2022Feb 9, 202222 days later
Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 [gS]Joint
Bought$15K–$50KJan 14, 2022Jan 20, 20226 days later
los Angeles CNTY Calif Tax And Rev 4.00% Due 06/30/2022 [gS]Joint
Sold$500K–$1MJan 11, 2022Jan 20, 20229 days later
Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 [gS]Joint
Bought$15K–$50KJan 10, 2022Jan 20, 202210 days later
Prince georges CNTY MD go Consolidated 5.00% Due 07/15/2031 [gS]Joint
Bought$500K–$1MJan 10, 2022Jan 20, 202210 days later
Maryland ST Dept TR 5% Comb Tax Due 10/01/2026 [gS]Joint
Bought$15K–$50KJan 7, 2022Jan 20, 202213 days later
Round Rock Tex Indpt SCH Dist unltd Tax 5% Due 08/01/2025 [gS]Joint
Bought$15K–$50KJan 7, 2022Jan 20, 202213 days later
Florida HSg Fin Corp Homeowner MTg Rev 2.15% Due 07/01/2029 [gS]Joint
Sold part$15K–$50KJan 3, 2022Jan 20, 202217 days later
District Columbia go BDS Ser. 2017 D 5.00% Due 6/1/2027 [gS]Joint
Bought$1K–$15KDec 23, 2021Jan 9, 202217 days later
New York ST Dorm Auth Sales Tax Rev 5% Due 3/15/25 [gS]Joint
Bought$1K–$15KDec 13, 2021Dec 28, 202115 days later
New York ST Dorm Auth ST Pers Income 5% Due 3/15/27 [gS]Joint
Bought$1K–$15KDec 10, 2021Dec 28, 202118 days later
New York ST Dorm Auth Sales Tax Rev 5% Due 3/15/25 [gS]Joint
Bought$15K–$50KDec 1, 2021Dec 28, 202127 days later
New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/25 [gS]Joint
Bought$1K–$15KNov 30, 2021Dec 2, 20212 days later
Maryland ST Dept TR 5.00% Comb Tax Due 10/01/26 [gS]Joint
Bought$15K–$50KNov 29, 2021Dec 2, 20213 days later
Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 [gS]Joint
Bought$1K–$15KNov 23, 2021Dec 2, 20219 days later
Colorado Health Fac 5.00% Hosp HlTH Due 08/01/49 [gS]Joint
Bought$250K–$500KNov 15, 2021Dec 2, 202117 days later
Illinois HSg Dev Auth Rev BDS Ser. 1.70% Due 4/1/2031 [gS]Joint
Bought$1K–$15KNov 12, 2021Nov 19, 20217 days later
Kentucky Economic Dev Fin Auth Rev Rev 2.70% Due 5/1/2039 [gS]Joint
Sold$250K–$500KNov 10, 2021Nov 19, 20219 days later
District Columbia go BDS 5.00% Due 06/01/2027 [gS]Joint
Bought$50K–$100KOct 27, 2021Oct 29, 20212 days later
Maryland ST go local Facs 5.00% Due 03/15/2027 [gS]Joint
Bought$15K–$50KOct 27, 2021Oct 29, 20212 days later
MSFTSpouseMicrosoft Corporation
Sold part$5M–$25MOct 18, 2021Oct 29, 202111 days later
New York NY go BDS Ser. C 5.00% Due 08/01/2031 [gS]Joint
Bought$250K–$500KOct 18, 2021Oct 29, 202111 days later
Florida HSg Fin Corp Homeowner MTg 2.15% Due 07/01/29 [gS]Joint
Sold part$1K–$15KOct 1, 2021Oct 29, 202128 days later
New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/2025 [gS]Joint
Bought$1K–$15KSep 24, 2021Oct 15, 202121 days later
Somerset CNTY NJ Bans Ser 2020 4.00% Due 09/09/2021 [gS]Joint
Sold$250K–$500KSep 9, 2021Oct 15, 202136 days later
MSFTSpouseMicrosoft Corporation
Sold$5M–$25MSep 3, 2021Oct 15, 202142 days later
ID ST BlDg Auth 5.00% Due 09/01/2023 [gS]Joint
Sold part$50K–$100KSep 1, 2021Oct 15, 202144 days later
MSFTSpouseMicrosoft Corporation
Bought$5M–$25MAug 31, 2021Sep 15, 202115 days later
MSFTSpouseMicrosoft Corporation
Bought$250K–$500KAug 30, 2021Sep 15, 202116 days later
Somerset CNTY N J Bans Ser. 2020 4.00% Due 09/09/2021 [gS]Joint
Sold part$50K–$100KAug 16, 2021Sep 15, 202130 days later
Somerset CNTY N J Bans Ser. 2020 4.00% Due 09/09/21 [gS]Joint
Sold part$100K–$250KAug 12, 2021Sep 15, 202134 days later
Texas ST Tax Rev Antic NTS Ser. 2020 4.00% Due 08/26/2021 [gS]Joint
Sold$500K–$1MAug 12, 2021Sep 15, 202134 days later
Wolcott CT 1.25%22 go utx Due 08/23/22 [gS]Joint
Bought$500K–$1MAug 11, 2021Sep 15, 202135 days later
Pasco CNTY Fl SB CO 0.00% SCH Cops Due 08/01/2032 [gS]Joint
Sold$500K–$1MJul 21, 2021Aug 6, 202116 days later
Seattle WA MN lT PW 0.00% PWR util Due 05/01/2045 [gS]Joint
Bought$500K–$1MJul 21, 2021Aug 6, 202116 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KJul 2, 2021Aug 6, 202135 days later
Energy Northwest Wash Elec 5.00% Due 07/01/2021 [gS]Joint
Sold$250K–$500KJul 1, 2021Aug 6, 202136 days later
Florida HSg Fin Corp Homeowner MTS Rev 2.15% Due 07/01/2029 [gS]Joint
Sold part$15K–$50KJul 1, 2021Aug 6, 202136 days later
Florida ST Constr Ref DBS Ser.2016 A 5.00% Due 07/01/2021 [gS]Joint
Sold$250K–$500KJul 1, 2021Aug 6, 202136 days later
los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/21 [gS]Joint
Sold$500K–$1MJun 30, 2021Jul 19, 202119 days later
Berkeley Heights TWP N J BD NTS 2.00% Due 07/08/22 [gS]Joint
Bought$500K–$1MJun 25, 2021Jul 19, 202124 days later
PLTRJointPalantir Technologies Inc. Class A (PlTR)
Exchange$100K–$250KJun 18, 2021Jul 19, 202131 days later
los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/22 [gS]Joint
Bought$500K–$1MJun 11, 2021Jul 19, 202138 days later
New York NY go BDS Fiscal 2008 5.00% Due 08/01/26 [gS]Joint
Bought$15K–$50KJun 10, 2021Jul 19, 202139 days later
los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/21 [gS]Joint
Sold part$50K–$100KJun 1, 2021Jul 19, 202148 days later · late
Maryland ST Dept TR 5.00% Due 10/01/26 [gS]Joint
Bought$15K–$50KMay 28, 2021Jun 12, 202115 days later
New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 [gS]Joint
Bought$15K–$50KMay 20, 2021Jun 12, 202123 days later
Round Rock Tex Indpt SCH Dist unltd Tax 5.00% Due 8/1/2025 [gS]Joint
Bought$15K–$50KMay 13, 2021Jun 12, 202130 days later
District Columbia gO Bds 5.00% Due 06/01/2027 [gS]Joint
Bought$1K–$15KApr 12, 2021May 14, 202132 days later
Florida HSg Fin Corp Homeowner MTg Rev 2.15% Due 7/1/2029 [gS]Joint
Sold part$1K–$15KApr 1, 2021May 14, 202143 days later
los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/21 [gS]Joint
Sold part$15K–$50KMar 31, 2021Apr 13, 202113 days later
MSFTJointMicrosoft Corporation
Bought$1K–$15KMar 31, 2021Apr 13, 202113 days later
New York NY go BDS 2008 5.00% Due 08/01/2026 [gS]Joint
Bought$15K–$50KMar 25, 2021Apr 13, 202119 days later
Maryland ST go local Facs 5.00% Due 03/15/2027 [gS]Joint
Bought$1K–$15KMar 10, 2021Apr 13, 202134 days later
MSFTSpouseMicrosoft Corporation
Sold part$500K–$1MMar 4, 2021Apr 13, 202140 days later
District Columbia go BDS Ser. 2017D 5.00 % Due 6/1/2027 [gS]Joint
Bought$15K–$50KFeb 16, 2021Mar 17, 202129 days later
Round Rock Tex Indpt SCH Dist unltd Tax 5.00 % Due 8/1/2025 [gS]Joint
Bought$15K–$50KFeb 16, 2021Mar 17, 202129 days later
New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 [gS]Joint
Bought$50K–$100KFeb 12, 2021Mar 17, 202133 days later
New York ST Dorm Auth ST Pers Income 5% Due 3/15/2027 [gS]Joint
Bought$15K–$50KFeb 10, 2021Mar 17, 202135 days later
New York NY gO BDS Fiscal 2008 5.00% Due 08/01/2026 [gS]Joint
Bought$1K–$15KJan 14, 2021Feb 16, 202133 days later
Connecticut ST go BDS 2018 5.00% Due 06/15/2030 [gS]Joint
Bought$500K–$1MJan 13, 2021Feb 16, 202134 days later
MNTgRY CN MD 5.00% go Due 10/01/2025 [gS]Joint
Sold$500K–$1MJan 13, 2021Feb 16, 202134 days later
Round Rock Tex Indpt SCH Dist unltd Tax 5.00% Due 08/01/2025 [gS]Joint
Bought$1K–$15KJan 12, 2021Feb 16, 202135 days later
Somerset CNTY NJ Bans 4.00% Due 09/09/2021 [gS]Joint
Bought$1K–$15KJan 12, 2021Feb 16, 202135 days later
District Columbia go BDS 5.00% Due 06/01/2027 [gS]Joint
Bought$50K–$100KJan 6, 2021Feb 16, 202141 days later
Maryland ST Dept TR 5.00% Due 10/01/26 [gS]Joint
Bought$15K–$50KJan 6, 2021Feb 16, 202141 days later
Florida HSg Fin Corp Homeowner MTg Rev 2.15% Due 07/01/2029 [gS]Joint
Sold part$15K–$50KJan 4, 2021Feb 16, 202143 days later
Illinois HSg Dev Auth BDS 1.70% Due 04/01/2031 [gS]Joint
Sold part$50K–$100KJan 4, 2021Feb 16, 202143 days later
New York ST Dorm Auth ST pers income 5.00% due 03/15/2027 [gS]Joint
Bought$50K–$100KDec 30, 2020Jan 13, 202114 days later
MNTgRY Cn MD 5.00% gP Itx Due 10/01/2025 [gS]Joint
Bought$15K–$50KDec 15, 2020Jan 13, 202129 days later
Round Rock Tex Indpt Sch Dist unltd Tax 5.00% Due 08/01/2025 [gS]Joint
Bought$15K–$50KDec 11, 2020Jan 13, 202133 days later
Colorado Health Fac 5.00% Hosp HlTH Due 08/01/49 [gS]Joint
Bought$500K–$1MDec 3, 2020Jan 13, 202141 days later
MSFTSpouseMicrosoft Corporation
Sold part$250K–$500KDec 1, 2020Jan 13, 202143 days later
university Minn go Ref BDS Regents Ser 5.00% due 10/01/25 [gS]Joint
Sold$100K–$250KNov 9, 2020Dec 10, 202031 days later
Sales Tax Securitization Corp 5.00% Due 01/01/31 [gS]Joint
Bought$250K–$500KNov 6, 2020Dec 10, 202034 days later
los Angeles CNTY Calif Tax and rev 4.00% Due 06/30/21 [gS]Joint
Bought$250K–$500KNov 3, 2020Dec 10, 202037 days later
New York ST Dorm Auth St Pers Income 5.00% due 03/15/27 [gS]Joint
Bought$15K–$50KNov 3, 2020Dec 10, 202037 days later
Michigan ST HSg Dev Auth 1.25% Due 06/01/27 [gS]Joint
Bought$500K–$1MOct 30, 2020Nov 9, 202010 days later
New York ST Dorm Auth ST pers Income [gS]Joint
Bought$15K–$50KOct 30, 2020Nov 9, 202010 days later
New York ST Dorm Auth ST pers Income [gS]Joint
Bought$50K–$100KOct 23, 2020Nov 9, 202017 days later
Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 [gS]Joint
Bought$15K–$50KOct 23, 2020Nov 9, 202017 days later
New York ST Dorm Auth ST Pers Income [gS]Joint
Bought$15K–$50KOct 15, 2020Nov 9, 202025 days later
Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 [gS]Joint
Bought$15K–$50KOct 13, 2020Nov 9, 202027 days later
New York NY go BDS Ser. Fiscal 2008J 5.00% Due 08/01/26 [gS]Joint
Bought$500K–$1MOct 8, 2020Nov 9, 202032 days later
Florida HSg Fin Corp Homeowner MTg 2.15% Due 07/01/29 [gS]Joint
Sold$1K–$15KOct 1, 2020Nov 9, 202039 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KSep 30, 2020Nov 9, 202040 days later
Texas ST Tax Rev Antic NTS 4.00% Due 08/26/21 [gS]Joint
Bought$500K–$1MSep 4, 2020Nov 9, 202066 days later · late
MSFTSpouseMicrosoft Corporation
Sold part$5M–$25MSep 2, 2020Nov 9, 202068 days later · late
ID ST BlDg Auth 5%23 5.00 % Due Sep 1, 2023 [gS]Joint
Sold$50K–$100KSep 1, 2020Nov 9, 202069 days later · late
MSFTSpouseMicrosoft Corporation
Bought$5M–$25MAug 31, 2020Sep 14, 202014 days later
Round Rock Tex Indpt SCH Dist unltd Tax 5.00 % Due 08/01/2025 [gS]Joint
Bought$1K–$15KAug 27, 2020Sep 14, 202018 days later
Somerset CNTY N J Bans Ser. 2020 4.00 % Due 09/09/21 [gS]Joint
Bought$500K–$1MAug 27, 2020Sep 14, 202018 days later
New York ST Dorm Auth ST Pers Income 5.00% 03/15/2027 [gS]Joint
Bought$15K–$50KAug 18, 2020Sep 14, 202027 days later
Minnesota ST gO St Var Purp BDS 5.00% Due 08/01/2021 [gS]Joint
Sold$250K–$500KJul 30, 2020Aug 10, 202011 days later
MSFTJointMicrosoft Corporation
Sold part$1M–$5MJul 28, 2020Aug 10, 202013 days later
MSFTSpouseMicrosoft Corporation
Sold$1M–$5MJul 28, 2020Aug 10, 202013 days later
New York N Y go BDS Ser 2018 5.00% Due 08/01/2021 [gS]Joint
Sold$100K–$250KJul 23, 2020Aug 10, 202018 days later
Pasco CNTY Fl SB CO 0.00% Due 08/01/2032 [gS]Joint
Bought$500K–$1MJul 22, 2020Aug 10, 202019 days later
Texas ST Tax Rev Antic NTS 4.00% Due 08/27/2020 [gS]Joint
Sold$250K–$500KJul 2, 2020Aug 10, 202039 days later
los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/2021 [gS]Joint
Bought$250K–$500KJul 1, 2020Aug 10, 202040 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KJun 30, 2020Jul 15, 202015 days later
New York ST Dorm Auth ST Pers Income [gS]Joint
Bought$15K–$50KJun 25, 2020Jul 15, 202020 days later
New York ST Dorm Auth Sales Tax 5.00% Due 03/15/20252 [gS]Joint
Bought$15K–$50KJun 24, 2020Jul 15, 202021 days later
Maryland ST go ST local Facs lN BDS 5.00% Due 03/15/27 [gS]Joint
Bought$15K–$50KJun 18, 2020Jul 15, 202027 days later
Maricopa CNTY Ariz uni SCH Dist No 69 5.00 Due 07/01/27 [gS]Joint
Bought$50K–$100KJun 17, 2020Jul 15, 202028 days later
Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 [gS]Joint
Bought$15K–$50KMay 29, 2020Jun 14, 202016 days later
Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 [gS]Joint
Bought$1K–$15KMay 29, 2020Jul 19, 2021416 days later · late
Maryland ST go ST local Facs 5.00% Due 03/15/2027 [gS]Joint
Bought$15K–$50KMay 21, 2020Jun 14, 202024 days later
Massachusetts ST gO Rans 4.00% Due 05/21/2020 [gS]Joint
Sold$250K–$500KMay 21, 2020Jun 14, 202024 days later
Round Rock Tex Indpt SCH Dist 5.00% Due 08/01/25 [gS]Joint
Bought$15K–$50KMay 21, 2020Jun 14, 202024 days later
New Jersey ST HSg & MTg Fin Agy .75% Due 05/01/23 [gS]Joint
Bought$250K–$500KMay 20, 2020Jun 14, 202025 days later
New York ST Dorm Auth ST Pers Income [gS]Joint
Bought$1K–$15KMay 19, 2020Jun 14, 202026 days later
Maryland ST go ST local Facs 5.00% Due 03/15/2027 [gS]Joint
Bought$15K–$50KMay 18, 2020Jun 14, 202027 days later
Charleston CNTY S C Sch Dist 4.00% Due 05/13/20 [gS]Joint
Sold$250K–$500KMay 13, 2020Jun 14, 202032 days later
MNTgRY CN MD 5.00% Due 10/01/2025 [gS]Joint
Bought$15K–$50KMay 1, 2020Jun 14, 202044 days later
Florida ST Constr Ref BDS Ser. 2016 5.00% Due 07/01/21 [gS]Joint
Bought$15K–$50KApr 28, 2020May 16, 202018 days later
Florida ST Constr Ref BDS Ser. 2016 5.00% Due 07/01/21 [gS]Joint
Bought$15K–$50KApr 7, 2020May 16, 202039 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KMar 31, 2020Apr 14, 202014 days later
university Calif Revs Var gen BDS 1.20% Due 05/15/48 [gS]Joint
Sold$500K–$1MMar 31, 2020Apr 14, 202014 days later
arizona Indl Dev auth Rev BDS lincoln 5.00% Due 05/01/26 [gS]Joint
Bought$500K–$1MMar 30, 2020Apr 14, 202015 days later
Maryland ST Dept TR 5.00% Comb Tax Due 10/01/26 [gS]Joint
Bought$15K–$50KMar 19, 2020Apr 14, 202026 days later
New York St dorm auth St pers Income 5.0% Due 03/15/2027 [gS]Joint
Bought$1K–$15KMar 11, 2020Apr 14, 202034 days later
Illinois HSg Dev auth Rev BDS Ser. 1.7% Due 04/01/31 [gS]Joint
Sold$250K–$500KMar 6, 2020Apr 14, 202039 days later
Illinois HSg Dev Auth Rev BDS Ser. 1.7% Due 04/01/31 [gS]Joint
Bought$250K–$500KMar 6, 2020Jul 19, 2021500 days later · late
university Calif Revs Var gen Rev BDS 1.2% Due 05/15/48 [gS]Joint
Bought$500K–$1MMar 3, 2020Apr 14, 202042 days later
MSFTSpouseMicrosoft Corporation
Bought$500K–$1MMar 2, 2020Apr 14, 202043 days later
N East Isd TX 5.00% Due 08/01/27 [gS]Joint
Sold$250K–$500KFeb 13, 2020Mar 15, 202031 days later
New York N Y go BDS Ser 5.00% Due 08/01/21 [gS]Joint
Sold$100K–$250KFeb 13, 2020Mar 15, 202031 days later
Sales Tax Securitization Corp 5.00% Due 01/01/27 [gS]Joint
Bought$250K–$500KFeb 12, 2020Mar 15, 202032 days later
Florida HSg Fin Corp Homeowner 2.15% Due 07/01/29 [gS]Joint
Bought$15K–$50KFeb 10, 2020Mar 15, 202034 days later
District Columbia gO BDS 5.00% Due 06/01/2027 [gS]Joint
Bought$15K–$50KJan 22, 2020Feb 14, 202023 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KDec 31, 2019Jan 15, 202015 days later
Round Rock Tex Indpt Sch Dist 5.00% Due 08/01/2025 [gS]Joint
Bought$250K–$500KDec 17, 2019Jan 15, 202029 days later
NJ ST Trans TR 5.25% Due 12/15/2019 [gS]Joint
Sold$250K–$500KDec 16, 2019Jan 15, 202030 days later
District Columbia go BDS 5.00% Due 06/01/2027 [gS]Joint
Bought$15K–$50KNov 18, 2019Dec 15, 201927 days later
District Columbia go BDS 5.00% Due 06/01/2027 [gS]Joint
Bought$50K–$100KNov 5, 2019Dec 15, 201940 days later
Energy Northwest Wash Elec 5.00% Due 07/01/2021 [gS]Joint
Bought$250K–$500KNov 5, 2019Dec 15, 201940 days later
Massachusetts ST go Rans Ser 4.00% Due 05/21/2020 [gS]Joint
Bought$250K–$500KNov 5, 2019Dec 15, 201940 days later
MNSpouseManning & Napier, Inc. Class a
Sold part$100K–$250KOct 25, 2019Nov 14, 201920 days later
Maryland ST Dept TR 5.00% Due 10/01/26 [gS]Joint
Bought$500K–$1MOct 21, 2019Nov 14, 201924 days later
Maryland ST gO ST local Facs 5.00% Due 03/15/27 [gS]Joint
Bought$15K–$50KOct 10, 2019Nov 14, 201935 days later
Maryland ST gO ST local Facs 5.00% Due 03/15//27 [gS]Joint
Bought$15K–$50KOct 4, 2019Nov 14, 201941 days later
N East Isd TX 5.00% Due 08/01/23 [gS]Joint
Bought$15K–$50KOct 4, 2019Nov 14, 201941 days later
university Minn gO Ref BDS Regents Ser. 5.00% Due 10/01/25 [gS]Joint
Bought$250K–$500KOct 3, 2019Nov 14, 201942 days later
Charleston CNTY S C SCH Dist 4.00% Due 05/13/20 [gS]Joint
Bought$250K–$500KOct 2, 2019Nov 14, 201943 days later
Fairfax CNTY Va 4.00% Due 10/01/19 [gS]Joint
Sold$250K–$500KOct 1, 2019Nov 14, 201944 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KSep 30, 2019Oct 15, 201915 days later
MSFTSpouseMicrosoft Corporation
Sold$5M–$25MSep 4, 2019Oct 15, 201941 days later
ID St Bldg auth 5.00% Due 09/01/23 [gS]Joint
Sold part$50K–$100KSep 3, 2019Oct 15, 201942 days later
MSFTSpouseMicrosoft Corporation
Bought$5M–$25MSep 3, 2019Oct 15, 201942 days later
Texas ST Tax and Rev antip 4.00% Due 08/29/2019 [gS]Joint
Sold$250K–$500KAug 29, 2019Sep 15, 201917 days later
MSFTSpouseMicrosoft Corporation
Sold$500K–$1MAug 28, 2019Sep 15, 201918 days later
Texas ST Tax Rev antic NTS 4.00% Due 08/27/2020 [gS]Joint
Bought$250K–$500KAug 21, 2019Sep 15, 201925 days later
Florida HSg Fin Corp Homeowner MTg Rev 2.15% Due 07/01/2029 [gS]Joint
Bought$250K–$500KJul 25, 2019Aug 14, 201920 days later
arizona ST Transpor 5% 19 Exise Tax Due 07/01/2019 [gS]Joint
Sold$250K–$500KJul 1, 2019Aug 14, 201944 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KJun 28, 2019Jul 16, 201918 days later
Maryland ST go ST local Facs BDS 5.00% Due 03/15/27 [gS]Joint
Bought$15K–$50KJun 17, 2019Jul 16, 201929 days later
District Columbia go BDS Ser. 2017 5.00% Due Jun 1, 2027 [gS]Joint
Bought$15K–$50KMay 6, 2019Jun 15, 201940 days later
Maricopa CNTY ariz uni Sch dist no 69 5.00% Due 07/01/27 [gS]Joint
Bought$250K–$500KMar 29, 2019Apr 12, 201914 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KMar 29, 2019Apr 12, 201914 days later
Colorado Health F 2.8% Due 05/15/42 [gS]Joint
Sold$250K–$500KMar 28, 2019Apr 12, 201915 days later
MSFTSpouseMicrosoft Corporation
Sold part$500K–$1MMar 5, 2019Apr 12, 201938 days later
MSFTSpouseMicrosoft Corporation
Bought$500K–$1MFeb 28, 2019Mar 15, 201915 days later
Texas ST tax and Rev antip nts 4.0% Due 08/29/2019 [gS]Joint
Bought$15K–$50KFeb 8, 2019Mar 15, 201935 days later
New York ST Dorm auth ST Pers Income 5.00% Due 03/15/27 [gS]Joint
Bought$250K–$500KJan 3, 2019Feb 18, 201946 days later · late
Connecticut ST SPl Tax Oblig Rev SPl 5.00% Due 08/01/29 [gS]Joint
Sold$250K–$500KJan 2, 2019Feb 18, 201947 days later · late
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KDec 31, 2018Jan 15, 201915 days later
NJ ST Trans TR 5.25% Due 12/15/19 [gS]Joint
Bought$1K–$15KDec 20, 2018Jan 15, 201926 days later
District Columbia gO 5.00% Due 06/01/27 [gS]Joint
Bought$1K–$15KDec 14, 2018Jan 15, 201932 days later
MSFTJointMicrosoft Corporation
Bought$1M–$5MDec 13, 2018May 8, 2019146 days later · late
Texas ST Tax and Rev 4.00% 08/29/2019 [gS]Joint
Bought$250K–$500KDec 4, 2018Jan 15, 201942 days later
Pa Eco Dev WS 1.55% Due 12/01/33 [gS]Joint
Sold$250K–$500KDec 3, 2018Jan 15, 201943 days later
N East Isd TX 5% Due 08/01/23 [gS]Joint
Sold part$50K–$100KNov 7, 2018Dec 15, 201838 days later
NJ ST Trans TR F 5.25% Due 12/15/19 [gS]Joint
Sold part$50K–$100KNov 7, 2018Dec 15, 201838 days later
Pa Eco Dev Fa WS 1.55% Due 12/01/33 [gS]Joint
Sold$100K–$250KNov 7, 2018Dec 15, 201838 days later
Maryland ST go ST local 5.00% Due 03/15/27 [gS]Joint
Bought$250K–$500KNov 6, 2018Dec 15, 201839 days later
Cent TX Reg Mobility 5.00% Due 01/01/27 [gS]Joint
Sold$100K–$250KOct 17, 2018Nov 16, 201830 days later
District Columbia gO BDS 5.00% Due 06/01/27 [gS]Joint
Bought$250K–$500KOct 15, 2018Nov 16, 201832 days later
North Tex TWY auth Rev 5.00% Due 01/01/29 [gS]Joint
Sold$100K–$250KOct 12, 2018Nov 16, 201835 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KSep 28, 2018Oct 16, 201818 days later
Philadelphia Pa Sch Dist go BDS 5.00% Due 09/01/27 [gS]Joint
Bought$15K–$50KSep 24, 2018Oct 16, 201822 days later
MSFTSpouseMicrosoft Corporation
Sold part$5M–$25MSep 4, 2018Oct 16, 201842 days later
MSFTSpouseMicrosoft Corporation
Bought$5M–$25MAug 31, 2018Sep 14, 201814 days later
Harris CNTY Tex Ref BDS 5.00% Due 10/01/24 [gS]Joint
Sold$250K–$500KAug 30, 2018Sep 14, 201815 days later
Colorado Health 2.8% Rev lTX Due 05/15/42 [gS]Joint
Bought$250K–$500KAug 29, 2018Sep 14, 201816 days later
MSFTSpouseMicrosoft Corporation
Bought$250K–$500KAug 29, 2018Sep 14, 201816 days later
Minnesota ST gO Var Purp BDS 5.00% Due 08/01/21 [gS]Joint
Bought$250K–$500KAug 7, 2018Sep 14, 201838 days later
Fl Hurricane Ca 2.995% Due 07/01/20 [gS]Joint
Sold$250K–$500KAug 1, 2018Sep 14, 201844 days later
Florida ST Constr BDS Ser 2016 5.00% Due 07/01/21 [gS]Joint
Bought$250K–$500KAug 1, 2018Sep 14, 201844 days later
great lakes WTR auth Mich Wtr Supply Sys 5.00% Due 07/01/2028 [gS]Joint
Sold$250K–$500KJul 27, 2018Aug 29, 201833 days later
New York ST Dorm auth Sales Tax Rev 5.00% Due 03/15/2025 [gS]Joint
Bought$250K–$500KJul 27, 2018Aug 29, 201833 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KJul 2, 2018Aug 29, 201858 days later · late
united States Treas NTS 1.375% Due 06/30/2018 [gS]Joint
Sold$250K–$500KJul 2, 2018Aug 29, 201858 days later · late
arizona ST Transport 5% 19 Excise Tax Due 07/01/19 [gS]Joint
Bought$250K–$500KJun 28, 2018Jul 15, 201817 days later
us Treasury Nt 1.375% Due 06/30/2018 [gS]Joint
Sold$250K–$500KJun 28, 2018Jul 15, 201817 days later
Fairfax CNTY Va 4% gO Due 10/01/19 [gS]Joint
Bought$250K–$500KJun 26, 2018Jul 15, 201819 days later
Dallas Tex gO Ref and impt BDS 5.00% Due 02/15/2025 [gS]Joint
Sold$250K–$500KJun 15, 2018Jul 15, 201830 days later
Philadelphia Pa Sch Dist gO BDS 5.00% Due 09/01/2027 [gS]Joint
Bought$250K–$500KJun 14, 2018Jul 15, 201831 days later
N East Isd TX 5% Due 08/01/2023 [gS]Joint
Bought$15K–$50KJun 7, 2018Jul 15, 201838 days later
Montgomery CN MD Go 5.00% Due 10/01/2025BondJoint
Bought$250K–$500KMay 17, 2018Jun 15, 201829 days later
New York NY City HSG Dev Corp 3.428% Due 02/01/2029BondJoint
Sold$250K–$500KMay 17, 2018Jun 15, 201829 days later
Montgomery CN MD go 5.00% Due 10/01/2025 [gS]Joint
Bought$250K–$500KMay 17, 2018May 8, 2019356 days later · late
New York NY City HSg Dev Corp 3.428% Due 02/01/2029 [gS]Joint
Sold$250K–$500KMay 17, 2018May 8, 2019356 days later · late
Tennessee HSG Dev agy Residential Fin 2.8% Due 01/01/2026BondJoint
Bought$250K–$500KMay 9, 2018Jun 15, 201837 days later
Tennessee HSg Dev Agy Residential Fin 2.8% Due 01/01/2026 [gS]Joint
Bought$250K–$500KMay 9, 2018May 8, 2019364 days later · late
Portland Ore urban Renewal and Redev 5.00% Due 06/15/2020 [gS]Joint
Sold$250K–$500KApr 26, 2018May 15, 201819 days later
Portland Ore urban Renewal and Redev 5.00% Due 06/15/2020 [gS]Joint
Bought$15K–$50KApr 11, 2018May 15, 201834 days later
ID ST BlDg auth 5.00% Due 09/01/2023 [gS]Joint
Sold part$100K–$250KApr 4, 2018May 15, 201841 days later
Colorado ST gen FD Rev gen 4.00% Due 06/27/2018 [gS]Joint
Sold$250K–$500KApr 3, 2018May 15, 201842 days later
Portland Ore urban Renewal and Redev 5.00% Due 06/15/2020 [gS]Joint
Sold part$100K–$250KApr 3, 2018May 15, 201842 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KMar 29, 2018Apr 13, 201815 days later
Cent TX Reg Mobil 5.00% Due Jan 1, 2027Joint
Bought$1K–$15KMar 27, 2018Apr 13, 201817 days later
MSFTSpouseMicrosoft Corporation
Bought$250K–$500KFeb 28, 2018Mar 6, 20186 days later

Portfolio performance: Suzan K. DelBene vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jan 12, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+96%You, copying+91%S&P 500
Oct 1, 2021 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 returnPer year
You, copying after each disclosure – estimated value+96.1%+14.4%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Suzan K. DelBene's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
MSFTForward Contract
2515
MNManning & Napier, Inc. Class a
01
PLTRPalantir Technologies Inc. Class A (PlTR)
00

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.