| Mar 30, 2026 | First Trust Exchange-Traded Fund IV Senior Loa… | Buy (self) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | First Trust Exchange-Traded Fund IV Senior Loa… | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST SMITH OPPRTNY FI | Sale (self) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST SMITH OPPRTNY FI | Sale (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST CO INVEST GR ETF | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST CO INVEST GR ETF | Buy (self) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST LNG DTN OPPO ETF | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST LNG DTN OPPO ETF | Buy (self) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST STRUCTURE INCOME | Buy (joint) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TRUST STRUCTURE INCOME | Buy (self) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TR TACTICAL HI YLD ETF | Sale (self) | $1,001–$15,000 | 32 days · filing |
| Mar 30, 2026 | FIRST TR TACTICAL HI YLD ETF | Sale (joint) | $15,001–$50,000 | 32 days · filing |
| Mar 23, 2026 | iShares Russell 1000 Value ETF | Buy (joint) | $1,001–$15,000 | 39 days · filing |
| Mar 20, 2026 | LNG | Sale (self) | $1,001–$15,000 | 42 days · filing |
| Mar 20, 2026 | LNG | Sale (joint) | $1,001–$15,000 | 42 days · filing |
| Mar 20, 2026 | HON | Sale (joint) | $1,001–$15,000 | 42 days · filing |
| Mar 20, 2026 | AAPL | Buy (joint) | $1,001–$15,000 | 42 days · filing |
| Mar 20, 2026 | FITB | Buy (joint) | $1,001–$15,000 | 42 days · filing |
| Mar 20, 2026 | FITB | Buy (self) | $1,001–$15,000 | 42 days · filing |
| Dec 24, 2025 | West Deptford Energy Holdings, LLC Company: We… | Sale (self) | $1,001–$15,000 | 23 days · filing |
| Dec 10, 2025 | BetterCloud Company: BetterCloud (New York, NY… | Sale (self) | $1,001–$15,000 | 37 days · filing |
| Oct 8, 2024 | Alexandria VA Unltd Tax Rate/Coupon: 4.0% Matu… | Buy (self) | $500,001–$1,000,000 | 35 days · filing |
| Aug 29, 2024 | euNetworks Group Limited Company: euNetworks G… | Sale (self) | $1,000,001–$5,000,000 | 18 days · filing |
| Jul 31, 2024 | RICHMOND VA SER C UNLTD TAX Rate/Coupon: 4.0%… | Buy (self) | $500,001–$1,000,000 | 19 days · filing |
| Jan 11, 2024 | Virginia ST Res Auth Rate/Coupon: 5.0% Matures… | Buy (self) | $50,001–$100,000 | 36 days · filing |
| Jan 10, 2024 | Petersburg VA Go BDS Rate/Coupon: 4.25% Mature… | Buy (self) | $100,001–$250,000 | 37 days · filing |
| Jan 10, 2024 | Virginia Comwlth Transn Rate/Coupon: 4.0% Matu… | Buy (self) | $250,001–$500,000 | 37 days · filing |
| Jan 8, 2024 | Los Angeles CNTY CA Met Rate/Coupon: 5.0% Matu… | Buy (self) | $100,001–$250,000 | 39 days · filing |
| Jan 8, 2024 | Metropolitan ST Louis MO Rate/Coupon: 5.0% Mat… | Buy (self) | $100,001–$250,000 | 39 days · filing |
| Jan 4, 2024 | Virginia Comwlth Transn Rate/Coupon: 4.0% Matu… | Buy (self) | $250,001–$500,000 | 43 days · filing |
| Jan 3, 2024 | Richmond VA Pub Util Rev Ser A Rate/Coupon: 4.… | Buy (self) | $500,001–$1,000,000 | 44 days · filing |
| Jan 3, 2024 | Bexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rat… | Buy (self) | $500,001–$1,000,000 | 44 days · filing |
| Dec 27, 2023 | Minneapolis & ST Paul MN Rate/Coupon: 5.00% Ma… | Buy (self) | $250,001–$500,000 | 20 days · filing |
| Dec 19, 2023 | Virginia Small Business Rate/Coupon: 5.00% Mat… | Buy (self) | $250,001–$500,000 | 28 days · filing |
| Dec 18, 2023 | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Mat… | Buy (self) | $500,001–$1,000,000 | 29 days · filing |
| Dec 15, 2023 | Virginia ST Pub BLDG Rate/Coupon: 4.00% Mature… | Buy (self) | $500,001–$1,000,000 | 32 days · filing |
| Dec 13, 2023 | Univ Of VA VA Univ Revenues Multi YR Cap Proj-… | Buy (self) | $500,001–$1,000,000 | 34 days · filing |
| Dec 13, 2023 | Massachusetts ST Transn Rate/Coupon: 4.00% Mat… | Buy (self) | $250,001–$500,000 | 34 days · filing |
| Dec 13, 2023 | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Mat… | Buy (self) | $250,001–$500,000 | 34 days · filing |
| Dec 13, 2023 | University VA Univ Revs Rate/Coupon: 5.00% Mat… | Buy (self) | $250,001–$500,000 | 34 days · filing |
| Dec 12, 2023 | Memphis TN Gen Impt BDS Rate/Coupon: 5.00% Mat… | Buy (self) | $250,001–$500,000 | 35 days · filing |
| Dec 11, 2023 | Virginia ST HSG Dev Auth Rate/Coupon: 5.00% Ma… | Buy (self) | $100,001–$250,000 | 36 days · filing |
| Dec 11, 2023 | Alexandria VA Go Cap Rate/Coupon: 4.00% Mature… | Buy (self) | $100,001–$250,000 | 36 days · filing |
| Dec 8, 2023 | University Texas Univ Revs Fing SYS BDS Rate/C… | Buy (self) | $100,001–$250,000 | 39 days · filing |
| Dec 7, 2023 | West VA ST ST RD BDS Bid Rate/Coupon: 5.00% Ma… | Buy (self) | $100,001–$250,000 | 40 days · filing |
| Dec 6, 2023 | Massachusetts ST Go BDS Rate/Coupon: 5.00% Mat… | Buy (self) | $100,001–$250,000 | 41 days · filing |
| Dec 5, 2023 | Prince Georges CNTY MD Rate/Coupon: 5.00% Matu… | Buy (self) | $500,001–$1,000,000 | 42 days · filing |
| Dec 5, 2023 | Connecticut ST Go BDS Rate/Coupon: 5.00% Matur… | Buy (self) | $500,001–$1,000,000 | 42 days · filing |
| Dec 4, 2023 | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Mat… | Buy (self) | $500,001–$1,000,000 | 43 days · filing |
| Dec 4, 2023 | Norfolk VA Go Cap Impt Rate/Coupon: 5.00% Matu… | Buy (self) | $500,001–$1,000,000 | 43 days · filing |
| Nov 30, 2023 | Anne Arundel CNTY MD Rate/Coupon: 5.00% Mature… | Buy (self) | $100,001–$250,000 | 19 days · filing |
| Nov 30, 2023 | Anne Arundel CNTY MD Rate/Coupon: 5.00% Mature… | Buy (self) | $250,001–$500,000 | 19 days · filing |
| Nov 29, 2023 | Washington ST Go Var Rate/Coupon: 5.00% Mature… | Buy (self) | $250,001–$500,000 | 20 days · filing |
| Nov 29, 2023 | Williamsburg VA Econ Dev Auth Student HSG Rev… | Buy (self) | $500,001–$1,000,000 | 20 days · filing |
| Nov 28, 2023 | Spotsylvania CNTY VA WTR Rate/Coupon: 5.00% Ma… | Buy (self) | $500,001–$1,000,000 | 21 days · filing |
| Nov 28, 2023 | Petersburg VA Unltd Tax Rate/Coupon: 4.25% Mat… | Buy (self) | $500,001–$1,000,000 | 21 days · filing |
| Nov 27, 2023 | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Mat… | Buy (self) | $250,001–$500,000 | 22 days · filing |
| Nov 27, 2023 | Roanoke VA Go Pub Impt Rate/Coupon: 4.00% Matu… | Buy (self) | $250,001–$500,000 | 22 days · filing |
| Nov 22, 2023 | University VA Univ Revs Rate/Coupon: 5.00% Mat… | Buy (self) | $100,001–$250,000 | 27 days · filing |
| Nov 22, 2023 | Virginia ST Pub SCH Auth Rate/Coupon: 5.00% Ma… | Buy (self) | $100,001–$250,000 | 27 days · filing |
| Nov 21, 2023 | Fairfax CNTY VA Pub Impt Rate/Coupon: 5.00% Ma… | Buy (self) | $100,001–$250,000 | 28 days · filing |
| Nov 21, 2023 | Arlington CNTY VA Go Pub Rate/Coupon: 5.00% Ma… | Buy (self) | $500,001–$1,000,000 | 28 days · filing |
| Nov 17, 2023 | Washington ST MTR Veh Rate/Coupon: 5.00% Matur… | Buy (self) | $100,001–$250,000 | 32 days · filing |
| Nov 16, 2023 | Virginia Port Auth Rate/Coupon: 5.00% Matures:… | Buy (self) | $250,001–$500,000 | 33 days · filing |
| Nov 16, 2023 | Spotsylvania CNTY VA WTR & SWR SYS Rev Rate/Co… | Buy (self) | $500,001–$1,000,000 | 33 days · filing |
| Nov 15, 2023 | Virginia Comwlth Transn Rate/Coupon: 4.00% Mat… | Buy (self) | $100,001–$250,000 | 34 days · filing |
| Nov 14, 2023 | Palm BCH CNTY FL Pub Rate/Coupon: 5.00% Mature… | Buy (self) | $500,001–$1,000,000 | 35 days · filing |
| Nov 14, 2023 | Virginia ST Re Be 5.00 % Rate/Coupon: 5.00% Ma… | Buy (self) | $50,001–$100,000 | 35 days · filing |
| Nov 14, 2023 | Richmond VA Pub Util Rev Rate/Coupon: 4.00% Ma… | Buy (self) | $100,001–$250,000 | 35 days · filing |
| Nov 14, 2023 | Dripping Springs TX Indep Schdist Ref Unltd Ta… | Buy (self) | $500,001–$1,000,000 | 35 days · filing |
| Nov 13, 2023 | Virginia ST Res Auth Rate/Coupon: 4.00% Mature… | Buy (self) | $250,001–$500,000 | 36 days · filing |
| Nov 10, 2023 | Sarasota CNTY FL Cap Rate/Coupon: 5.00% Mature… | Buy (self) | $250,001–$500,000 | 39 days · filing |
| Nov 9, 2023 | Austin TX Pub Impt RFDG Rate/Coupon: 5.00% Mat… | Buy (self) | $500,001–$1,000,000 | 40 days · filing |
| Nov 8, 2023 | Virginia Comwlth Transn Rate/Coupon: 4.00% Mat… | Buy (self) | $100,001–$250,000 | 41 days · filing |
| Nov 8, 2023 | Fairfax CNTY VA WTR Auth Rate/Coupon: 5.00% Ma… | Buy (self) | $500,001–$1,000,000 | 41 days · filing |
| Nov 7, 2023 | Washington ST Var Purp Rate/Coupon: 5.00% Matu… | Buy (self) | $250,001–$500,000 | 42 days · filing |
| Nov 7, 2023 | District Columbia Go BDS Rate/Coupon: 5.00% Ma… | Buy (self) | $250,001–$500,000 | 42 days · filing |
| Nov 7, 2023 | Fairfax CNTY VA SWR Rev Rate/Coupon: 4.00% Mat… | Buy (self) | $250,001–$500,000 | 42 days · filing |
| Nov 7, 2023 | Arlington CNTY VA G/O Rate/Coupon: 4.00% Matur… | Buy (self) | $500,001–$1,000,000 | 42 days · filing |
| Nov 7, 2023 | Hampton Roads VA Transprtn Accountability Comm… | Buy (self) | $500,001–$1,000,000 | 42 days · filing |
| Aug 8, 2023 | ROAD | Sale (self) | $250,001–$500,000 | 35 days · filing |
| Jul 6, 2022 | BetterCloud Company: BetterCloud (New York, NY… | Sale (self) | $1,000,001–$5,000,000 | 43 days · filing |
| Jan 31, 2022 | ROAD | Sale (self) | $100,001–$250,000 | 18 days · filing |
| Dec 10, 2021 | NationsBuilders Insurance Services, Inc. Compa… | Sale (self) | $50,001–$100,000 | 40 days · filing |
| Dec 6, 2021 | Empire Petroleum Partners LLC Company: Empire… | Sale (self) | $100,001–$250,000 | 44 days · filing |
| Oct 19, 2021 | Dyson Capital Series Fund, LLC Company: Dyson… | Buy (self) | $250,001–$500,000 | 29 days · filing |
| Oct 14, 2021 | ROAD | Sale (self) | $50,001–$100,000 | 34 days · filing |
| Oct 5, 2021 | NationsBuilders Insurance Services, Inc. Compa… | Sale (self) | $1,000,001–$5,000,000 | 43 days · filing |
| Aug 4, 2021 | MSR-EB Waterfront Venture LLC (The Pointe at S… | Sale (self) | $100,001–$250,000 | 35 days · filing |
| Jun 16, 2021 | Acumen Pharmaceuticals, Inc. Company: Acumen P… | Buy (self) | $15,001–$50,000 | 28 days · filing |
| Mar 29, 2021 | Revival LOC, LLC Company: Revival LOC, LLC (Sp… | Sale (self) | $1,000,001–$5,000,000 | 14 days · filing |
| Feb 5, 2021 | Empire Petroleum Partners LLC Company: Empire… | Sale (self) | $100,001–$250,000 | 33 days · filing |
| Dec 7, 2020 | Trilogy Multifamily Fund IV, L.P. Company: Tri… | Buy (self) | $1,000,001–$5,000,000 | 37 days · filing |
| Nov 20, 2020 | Acumen Pharmaceuticals, Inc. Company: Acumen P… | Buy (self) | $50,001–$100,000 | 19 days · filing |
| Nov 16, 2020 | EB 480 Sprague, LLC Company: EB 480 Sprague, L… | Sale (self) | $1,000,001–$5,000,000 | 23 days · filing |
| Oct 27, 2020 | EMSG LLC Company: EMSG LLC (Rockville, MD) Des… | Sale (self) | $1,000,001–$5,000,000 | 15 days · filing |
| May 4, 2020 | BetterCloud Company: BetterCloud (New York, NY… | Buy (self) | $250,001–$500,000 | 36 days · filing |
| Apr 22, 2020 | Revival LOC, LLC Company: Revival LOC, LLC (Sp… | Buy (self) | $250,001–$500,000 | 19 days · filing |
| Mar 25, 2020 | Trilliant Networks, Inc. Company: Trilliant Ne… | Sale (self) | $1,001–$15,000 | 16 days · filing |
| Mar 9, 2020 | Revival LOC, LLC Company: Revival LOC, LLC (Sp… | Buy (self) | $250,001–$500,000 | 32 days · filing |
| Feb 5, 2020 | Revival LOC, LLC Company: Revival LOC, LLC (Sp… | Buy (self) | $250,001–$500,000 | 36 days · filing |
| Jan 16, 2020 | Revival LOC, LLC Company: Revival LOC, LLC (Sp… | Buy (self) | $500,001–$1,000,000 | 25 days · filing |
| Nov 15, 2019 | Acumen Pharmaceuticals, Inc. Company: Acumen P… | Buy (self) | $50,001–$100,000 | 25 days · filing |
| Oct 22, 2019 | Quadbridge HML Venture, LLC Company: Quadbridg… | Sale (self) | $500,001–$1,000,000 | 20 days · filing |
| Sep 6, 2019 | Snap + Style, Inc. Company: Snap + Style, Inc.… | Buy (self) | $50,001–$100,000 | 32 days · filing |
| Jul 3, 2019 | Hawthorne EB North Rivers, LLC Company: Hawtho… | Sale (self) | $500,001–$1,000,000 | 40 days · filing |
| Feb 20, 2019 | ZAYO | Sale (self) | $250,001–$500,000 | 16 days · filing |
| Feb 19, 2019 | ZAYO | Sale (self) | $500,001–$1,000,000 | 17 days · filing |
| Feb 19, 2019 | CHTR | Sale (self) | $1,000,001–$5,000,000 | 17 days · filing |
| Dec 24, 2018 | Nexamp, Inc. Company: Nexamp, Inc. (Andover, M… | Sale (spouse) | $1,001–$15,000 | 16 days · filing |
| Dec 24, 2018 | Nexamp, Inc. Company: Nexamp, Inc. (North Ando… | Sale (self) | $1,001–$15,000 | 16 days · filing |
| Dec 19, 2018 | RideCharge, Inc. Company: RideCharge, Inc. (Al… | Sale (self) | $250,001–$500,000 | 21 days · filing |
| Dec 7, 2018 | Norweigan Crystal AS Company: Norweigan Crysta… | Buy (self) | $50,001–$100,000 | 33 days · filing |
| Oct 19, 2018 | Acumen Pharmaceutical, Inc. Company: Acumen Ph… | Buy (self) | $100,001–$250,000 | 20 days · filing |
| Sep 7, 2018 | Snap + Style, Inc. Company: Snap + Style, Inc.… | Buy (self) | $50,001–$100,000 | 33 days · filing |
| Aug 14, 2018 | Nexamp, Inc. Company: Nexamp, Inc. (North Ando… | Sale (spouse) | $50,001–$100,000 | 24 days · filing |
| Aug 14, 2018 | Nexamp, Inc. Company: Nexamp, Inc. (North Ando… | Sale (self) | $50,001–$100,000 | 24 days · filing |
| Aug 13, 2018 | Nexamp, Inc. Company: Nexamp, Inc. (North Ando… | Sale (spouse) | $15,001–$50,000 | 25 days · filing |
| Aug 13, 2018 | Nexamp, Inc. Company: Nexamp, Inc. (North Ando… | Sale (self) | $15,001–$50,000 | 25 days · filing |
| Mar 7, 2018 | BetterCloud Company: BetterCloud (New York, NY… | Buy (self) | $100,001–$250,000 | 36 days · filing |
| Jan 24, 2018 | NationsBuilders Insurance Services, Inc. Compa… | Sale (spouse) | $1,001–$15,000 | 34 days · filing |
| Jan 24, 2018 | NationsBuilders Insurance Services, Inc. Compa… | Sale (self) | $1,001–$15,000 | 34 days · filing |
| Jan 24, 2018 | NationsBuilders Insurance Services, Inc. Compa… | Sale (self) | $100,001–$250,000 | 34 days · filing |
| Jan 11, 2018 | euNetworks Group Limited Company: euNetworks G… | Buy (self) | $1,000,001–$5,000,000 | 47 days · filing |
| Dec 7, 2017 | HCEB Ballantyne, LLC Company: HCEB Ballantyne,… | Sale (self) | $100,001–$250,000 | 33 days · filing |
| Nov 6, 2017 | HALO | Sale (self) | $500,001–$1,000,000 | 32 days · filing |
| Oct 20, 2017 | Accela, Inc. Company: Accela, Inc. (San Ramon,… | Sale (spouse) | $1,001–$15,000 | 25 days · filing |
| Oct 20, 2017 | Accela, Inc. Company: Accela, Inc. (San Ramon,… | Sale (self) | $1,001–$15,000 | 25 days · filing |
| Oct 20, 2017 | Spirus Medical, Inc. Company: Spirus Medical,… | Sale (spouse) | $1,001–$15,000 | 25 days · filing |
| Oct 20, 2017 | Spirus Medical, Inc. Company: Spirus Medical,… | Sale (self) | $1,001–$15,000 | 25 days · filing |
| Oct 18, 2017 | XON | Sale (self) | $1,000,001–$5,000,000 | 27 days · filing |
| Oct 18, 2017 | ZIOP | Sale (self) | $250,001–$500,000 | 27 days · filing |
| Jun 2, 2017 | OmniEarth, Inc. Company: OmniEarth, Inc. (Arli… | Sale (spouse) | $1,001–$15,000 | 38 days · filing |
| Jun 2, 2017 | OmniEarth, Inc. Company: OmniEarth, Inc. (Arli… | Sale (self) | $1,001–$15,000 | 38 days · filing |