| Apr 27, 2023 | COMAL CNTY TEX LTD TAX GO BDS 2017 DUE 02/01/2… | Buy (self) | $15,001–$50,000 | 13 days · filing |
| Apr 14, 2023 | COOK CNTY ILL HIGH SCH DIST NO 212 LEYDEN CMNT… | Buy (self) | $15,001–$50,000 | 26 days · filing |
| Mar 14, 2023 | TFC | Buy (self) | $1,001–$15,000 | 29 days · filing |
| Mar 14, 2023 | O | Buy (self) | $15,001–$50,000 | 29 days · filing |
| Mar 13, 2023 | NUE | Sale (self) | $50,001–$100,000 | 30 days · filing |
| Feb 9, 2023 | EL PASO TEX INDPT SCH DIST FOR ISSUES DTD PRIO… | Buy (self) | $15,001–$50,000 | 7 days · filing |
| Feb 3, 2023 | MILWAUKEE WIS GO CORP PURP BDS 2016 B3 DUE 03/… | Buy (self) | $1,001–$15,000 | 13 days · filing |
| Dec 12, 2022 | WBD | Sale (self) | $1,001–$15,000 | 29 days · filing |
| Jul 20, 2022 | HR | Other (self) | $1,001–$15,000 | 33 days · filing |
| Apr 8, 2022 | WBD | Other (self) | $1,001–$15,000 | 33 days · filing |
| Jan 3, 2022 | IBM | Buy (self) | $1,001–$15,000 | 5 days · filing |
| Dec 7, 2021 | HBAN | Buy (self) | $1,001–$15,000 | 32 days · filing |
| Nov 29, 2021 | CAG | Buy (self) | $1,001–$15,000 | 8 days · filing |
| Nov 29, 2021 | OFC | Buy (self) | $1,001–$15,000 | 8 days · filing |
| Nov 9, 2021 | VZ | Buy (self) | $1,001–$15,000 | 28 days · filing |
| Aug 27, 2021 | FSK | Buy (self) | $1,001–$15,000 | 262 days · filing |
| Jul 21, 2021 | O | Buy (self) | $15,001–$50,000 | 13 days · filing |
| Jul 7, 2021 | FORD MOTOR CRDT CO LLC 02.550% 072026 DTD07012… | Buy (self) | $15,001–$50,000 | 27 days · filing |
| Jun 7, 2021 | JNPR | Buy (self) | $1,001–$15,000 | 29 days · filing |
| May 25, 2021 | SPG | Buy (self) | $1,001–$15,000 | 42 days · filing |
| Apr 15, 2021 | VPU | Buy (self) | $1,001–$15,000 | 7 days · filing |
| Mar 22, 2021 | OAKTREE STRATEGIC INCOME CORP (Exchanged) OAKT… | Other (self) | $1,001–$15,000 | 31 days · filing |
| Jan 15, 2021 | AEP | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Jan 15, 2021 | STAG | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Dec 14, 2020 | AEP | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Dec 6, 2019 | TFC | Other (self) | $15,001–$50,000 | 17 days · filing |
| May 2, 2019 | VIRGINIA COMWLTH TRANSN BRD TRANSN REV CAP PRO… | Buy (self) | $15,001–$50,000 | 19 days · filing |
| Apr 25, 2019 | TOT | Sale (self) | $15,001–$50,000 | 26 days · filing |
| Apr 25, 2019 | OAK GROVE CALIF SCH DIST GO BDS C Rate/Coupon:… | Buy (self) | $1,001–$15,000 | 26 days · filing |
| Apr 25, 2019 | SHW | Sale (self) | $1,001–$15,000 | 26 days · filing |
| Apr 24, 2019 | LEGGETT & PLATT INC B/E Rate/Coupon: 03.500% M… | Buy (self) | $15,001–$50,000 | 27 days · filing |
| Nov 9, 2018 | MARSH & MCLENNAN COS INC 03.500% 060324 DTD053… | Buy (self) | $1,001–$15,000 | 7 days · filing |
| Nov 9, 2018 | WARRINGTON TWP PA GO BDS 2014 DUE 12/01/2029 R… | Buy (self) | $1,001–$15,000 | 7 days · filing |
| Nov 9, 2018 | GIS | Buy (self) | $1,001–$15,000 | 7 days · filing |
| Oct 30, 2018 | T | Buy (self) | $1,001–$15,000 | 17 days · filing |
| Oct 30, 2018 | GE | Sale (self) | $1,001–$15,000 | 17 days · filing |
| Oct 24, 2018 | LEXINGTON-FAYETTE URBAN CNTY GOVT KY GO VAR PU… | Buy (self) | $1,001–$15,000 | 23 days · filing |
| Oct 24, 2018 | MADISON ALA GO SCH WTS 2018 D DUE 02/01/2034 R… | Buy (self) | $1,001–$15,000 | 23 days · filing |
| Jun 27, 2018 | AMARILLO TEX GO BDS2018 Rate/Coupon: 3.50% Mat… | Buy (self) | $1,001–$15,000 | 6 days · filing |
| Jun 5, 2018 | HUMANA INC NTS B/E 03.950% 031527 DTD031617 Ra… | Buy (self) | $1,001–$15,000 | 28 days · filing |
| Jun 5, 2018 | NORDSTROM INC B/E 04.000% 031527 DTD030917 Rat… | Buy (self) | $1,001–$15,000 | 28 days · filing |
| May 23, 2018 | GENERAL ELEC CAP CORP 04.050% 021527 DTD022412… | Buy (self) | $1,001–$15,000 | 41 days · filing |
| May 23, 2018 | MASON MICH PUB SCHS DIST SCH BLDG AND SITE BDS… | Buy (self) | $1,001–$15,000 | 41 days · filing |
| May 21, 2018 | SHW | Sale (self) | $1,001–$15,000 | 43 days · filing |
| Apr 30, 2018 | MILLTOWN NJ GO BDS 2018 A B C Rate/Coupon: 3.0… | Buy (self) | $15,001–$50,000 | 10 days · filing |
| Apr 30, 2018 | MEMPHIS TENN GEN IMPT BDS 2018 Rate/Coupon: 3.… | Buy (self) | $1,001–$15,000 | 10 days · filing |
| Apr 26, 2018 | CVS | Buy (self) | $1,001–$15,000 | 14 days · filing |
| Apr 26, 2018 | GENL MILLS INC NTS B/E 04.000% 041725 DTD04171… | Buy (self) | $1,001–$15,000 | 14 days · filing |
| Apr 26, 2018 | WP CAREY INC B/E 04.250% 100126 DTD091216 Rate… | Buy (self) | $1,001–$15,000 | 14 days · filing |
| Jan 17, 2018 | GATX CORP B/E 03.500% 031528 DTD110217 Rate/Co… | Buy (self) | $15,001–$50,000 | 14 days · filing |
| Jan 17, 2018 | BANK OF AMER CORP 03.248% 102127 DTD102116 Rat… | Buy (self) | $1,001–$15,000 | 14 days · filing |
| Jan 9, 2018 | DEARBORN MICH Rate/Coupon: 3.00% Matures: 04/0… | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Jan 5, 2018 | OFC | Buy (spouse) | $1,001–$15,000 | 26 days · filing |
| Jan 5, 2018 | MICHIGAN FIN AUTH REV FOR ISSUES DTD PRIOR TO… | Buy (self) | $1,001–$15,000 | 26 days · filing |
| Nov 15, 2017 | PACIFIC GAS & ELEC B/E 02.950% 030126 DTD03011… | Buy (self) | $15,001–$50,000 | 23 days · filing |
| Nov 13, 2017 | ARCC | Buy (self) | $1,001–$15,000 | 25 days · filing |
| Nov 13, 2017 | MAT | Sale (self) | $1,001–$15,000 | 25 days · filing |
| Sep 11, 2017 | DISCOVER FINL SVCS NTS Rate/Coupon: 3.050% Mat… | Buy (self) | $1,001–$15,000 | 8 days · filing |
| Sep 1, 2017 | DWDP | Other (self) | $15,001–$50,000 | 256 days · filing |
| Aug 23, 2017 | BHF | Sale (self) | $1,001–$15,000 | 27 days · filing |
| Aug 23, 2017 | MULTNOMAH CNTY ORE SCH DIST NO 1J PORTLAND POR… | Buy (self) | $1,001–$15,000 | 27 days · filing |
| Jun 27, 2017 | ARCC | Buy (self) | $1,001–$15,000 | 16 days · filing |
| Jun 27, 2017 | VSM | Sale (self) | $1,001–$15,000 | 16 days · filing |
| Jun 27, 2017 | MCC | Sale (self) | $1,001–$15,000 | 16 days · filing |
| Jun 5, 2017 | SPG | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Feb 6, 2017 | MPW | Buy (self) | $1,001–$15,000 | 24 days · filing |
| Dec 30, 2016 | SPG | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Nov 30, 2016 | CVS | Buy (self) | $1,001–$15,000 | 16 days · filing |
| Oct 25, 2016 | Philadelphia PA WTR & WASTEWTR Rate/Coupon: 3.… | Buy (self) | $1,001–$15,000 | 14 days · filing |
| Oct 25, 2016 | Maricopa County Ariz INDL DEV Rate/Coupon: 3.2… | Buy (self) | $1,001–$15,000 | 14 days · filing |
| Oct 20, 2016 | Connecticut St For Issues Rate/Coupon: 3.375 M… | Buy (self) | $1,001–$15,000 | 19 days · filing |
| Oct 17, 2016 | CVS | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Oct 17, 2016 | VICTORIA TX ISD 2016 PERMA OID97.488 BE/R/ Rat… | Buy (self) | $15,001–$50,000 | 22 days · filing |
| Sep 30, 2016 | Verizon Communications Inc. Rate/Coupon: 2.625… | Buy (self) | $1,001–$15,000 | 18 days · filing |
| May 24, 2016 | IVZ | Buy (self) | $1,001–$15,000 | 29 days · filing |
| May 24, 2016 | CPGX | Sale (self) | $1,001–$15,000 | 29 days · filing |
| Jan 26, 2016 | WPC | Buy (self) | $1,001–$15,000 | 17 days · filing |
| Jan 26, 2016 | NUE | Buy (self) | $1,001–$15,000 | 17 days · filing |
| Jan 26, 2016 | MONSANTO CO B/E Rate/Coupon: 3.375% Matures: 0… | Buy (self) | $1,001–$15,000 | 17 days · filing |
| Jan 25, 2016 | ABBVIE INC NTS B/E Rate/Coupon: 2.900% Matures… | Buy (self) | $15,001–$50,000 | 18 days · filing |
| Jan 25, 2016 | CELINA TEX INDPT SCH DIST RFDG-SCH BLDG PERMAN… | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Jan 25, 2016 | WASHOE CNTY NEV SCH DIST RFDG-SCH IMPT-SER A R… | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Sep 16, 2015 | UNP | Buy (self) | $1,001–$15,000 | 12 days · filing |
| Sep 16, 2015 | GM | Buy (self) | $1,001–$15,000 | 12 days · filing |
| Sep 16, 2015 | PFE | Buy (self) | $1,001–$15,000 | 12 days · filing |
| Sep 16, 2015 | MMC | Buy (self) | $1,001–$15,000 | 12 days · filing |
| Sep 10, 2015 | ABBV | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Sep 10, 2015 | IVZ | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Sep 10, 2015 | T | Buy (self) | $1,001–$15,000 | 18 days · filing |
| Aug 31, 2015 | PALL CORP COMMON STOCK | Sale (self) | $15,001–$50,000 | 28 days · filing |
| Jun 16, 2015 | STAG | Buy (self) | $1,001–$15,000 | 8 days · filing |
| May 11, 2015 | UTX | Buy (self) | $1,001–$15,000 | 10 days · filing |
| May 11, 2015 | SPDR S&P 600 Small Cap ETF (NYSEArca) Descript… | Buy (self) | $1,001–$15,000 | 10 days · filing |
| Apr 15, 2015 | Sonoma Valley CA UNI 2015 BE/R/ Rate/Coupon: 3… | Buy (self) | $1,001–$15,000 | 21 days · filing |
| Apr 15, 2015 | Sault Ste. Marie MI Build OID98.749 BE/R/ Rate… | Buy (self) | $1,001–$15,000 | 21 days · filing |
| Apr 15, 2015 | Berkeley Cnty SC SD SR A RV BE/R/ Rate/Coupon:… | Buy (self) | $1,001–$15,000 | 21 days · filing |
| Apr 14, 2015 | QCOM | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Apr 14, 2015 | DTE | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Apr 14, 2015 | EMR | Buy (self) | $1,001–$15,000 | 22 days · filing |
| Apr 14, 2015 | KRFT | Sale (self) | $1,001–$15,000 | 22 days · filing |
| Jan 27, 2015 | Meditronic Inc | Other (self) | $15,001–$50,000 | 29 days · filing |
| Jan 27, 2015 | MDT | Other (self) | $15,001–$50,000 | 29 days · filing |