| Nov 11, 2024 | Miami-Dade Cnty FL Educational Fac Univ Of MI… | Buy (spouse) | $50,001–$100,000 | 31 days · filing |
| Nov 8, 2024 | UNP | Sale (spouse) | $15,001–$50,000 | 34 days · filing |
| Nov 8, 2024 | INTC | Sale (spouse) | $1,001–$15,000 | 34 days · filing |
| Oct 31, 2024 | Michigan St Fin Auth Revenue Ref- Trinit Rev V… | Sale (spouse) | $100,001–$250,000 | 13 days · filing |
| Sep 23, 2024 | Dallas-Fort Worth TX Internat I Dallas For Rev… | Buy (spouse) | $50,001–$100,000 | 22 days · filing |
| Aug 28, 2024 | Michigan St Fin Auth Revenue Ref- Trinit Rev V… | Buy (spouse) | $100,001–$250,000 | 6 days · filing |
| Aug 8, 2024 | Burke Cnty GA Dev Auth Poll Co Ref- Georgia Re… | Buy (spouse) | $50,001–$100,000 | 26 days · filing |
| Jul 31, 2024 | San Antonio TX Elec & Gas Due 2/1/25 | Sale (joint) | $100,001–$250,000 | 13 days · filing |
| Jul 31, 2024 | San Antonio TX Elec & Gas Due 2/1/25 | Sale (spouse) | $100,001–$250,000 | 13 days · filing |
| Jul 31, 2024 | Illinois St Fin Auth Revenue IL St Clea Ref Du… | Sale (joint) | $100,001–$250,000 | 13 days · filing |
| Jul 31, 2024 | Illinois St Fin Auth Revenue IL St Clea Ref Du… | Sale (spouse) | $100,001–$250,000 | 13 days · filing |
| Jul 1, 2024 | Florida St Heg Fin Corp Rev Due 7/1/52 | Sale (spouse) | $1,001–$15,000 | 43 days · filing |
| Apr 12, 2024 | META | Sale (spouse) | $1,001–$15,000 | 63 days · filing |
| Apr 12, 2024 | CVX | Sale (spouse) | $1,001–$15,000 | 63 days · filing |
| Apr 12, 2024 | VZ | Sale (spouse) | $1,001–$15,000 | 63 days · filing |
| Apr 12, 2024 | UNH | Sale (spouse) | $1,001–$15,000 | 63 days · filing |
| Apr 12, 2024 | Vanguard International Value Fund #46 | Sale (spouse) | $1,001–$15,000 | 63 days · filing |
| Apr 12, 2024 | T Rowe PR Mid-Cap Value-I | Sale (spouse) | $1,001–$15,000 | 63 days · filing |
| Apr 11, 2024 | EW | Sale (spouse) | $1,001–$15,000 | 64 days · filing |
| Apr 11, 2024 | T | Sale (spouse) | $1,001–$15,000 | 64 days · filing |
| Apr 11, 2024 | USB | Sale (spouse) | $1,001–$15,000 | 64 days · filing |
| Apr 11, 2024 | Vanguard Mid Cap ETF | Sale (spouse) | $15,001–$50,000 | 64 days · filing |
| Mar 28, 2024 | CLF | Buy (spouse) | $50,001–$100,000 | 78 days · filing |
| Feb 21, 2024 | New Jersey St 19 GO Emer GO 5% Due 6/1/2028 | Buy (spouse) | $50,001–$100,000 | 19 days · filing |
| Jan 24, 2024 | Connecticut St Hlth & Educ Ref Ser M Rev 5% Du… | Sale (spouse) | $100,001–$250,000 | 20 days · filing |
| Jan 1, 2024 | Florida St Hsg Fin Corp Revenue Social Bon Rev… | Sale (spouse) | $1,001–$15,000 | 43 days · filing |
| Nov 7, 2023 | Univ Of Pittsburgh PA Of The C Pitt Asset Rev… | Buy (spouse) | $50,001–$100,000 | 33 days · filing |
| Nov 6, 2023 | Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev… | Buy (spouse) | $100,001–$250,000 | 34 days · filing |
| Oct 19, 2023 | Wisconsin St Hlth & Eductn Ascension Rev 4% Du… | Sale (spouse) | $100,001–$250,000 | 17 days · filing |
| Oct 2, 2023 | Florida St Brd Of Edu Public E Capital OU GO 5… | Sale (spouse) | $100,001–$250,000 | 34 days · filing |
| Sep 13, 2023 | Maryland St State Go 5% Due 6/1/31 | Buy (spouse) | $50,001–$100,000 | 28 days · filing |
| Aug 24, 2023 | North Carolina St Turnpike Aut Bans Rev 5% Due… | Sale (spouse) | $15,001–$50,000 | 19 days · filing |
| Jun 1, 2023 | STATE OF CALIFORNIA | Sale (spouse) | $1,001–$15,000 | 47 days · filing |
| Mar 29, 2023 | Arizona State Transport BDS Ref Rev | Buy (self) | $100,001–$250,000 | 14 days · filing |
| Feb 13, 2023 | Minnesota St BID Grp Go | Buy (self) | $100,001–$250,000 | 25 days · filing |
| Jan 31, 2023 | Denver City County Ser A 5% due 11/15/2023 | Sale (joint) | $50,001–$100,000 | 22 days · filing |
| Jan 31, 2023 | Univ of Texas Rev 5% Ser A due 07/01/2023 | Sale (joint) | $100,001–$250,000 | 22 days · filing |
| Jan 31, 2023 | Fairfax County VA Pub Impt Go Bds 5% | Sale (joint) | $50,001–$100,000 | 22 days · filing |
| Jan 23, 2023 | DPLS | Sale (joint) | $1,001–$15,000 | 30 days · filing |
| Jan 23, 2023 | Connecticut St Ser B GO BDS | Sale (joint) | $50,001–$100,000 | 30 days · filing |
| Jan 3, 2023 | Florida St HSG Fin Corp Revenue Social Bond Re… | Sale (joint) | $1,001–$15,000 | 50 days · filing |
| Dec 1, 2022 | STATE OF CALIFORNIA | Sale (spouse) | $1,001–$15,000 | 41 days · filing |
| Jul 13, 2022 | Mississippi St Ref Go P/R 10/01/27 | Buy (joint) | $50,001–$100,000 | 28 days · filing |
| Jun 1, 2022 | California ST Go BDS | Sale (self) | $1,001–$15,000 | 42 days · filing |
| Apr 28, 2022 | Intermountain PWR AGY UT PWR SER A | Buy (joint) | $50,001–$100,000 | 42 days · filing |
| Apr 22, 2022 | Ohio St Common School Dist Go BDS | Sale (joint) | $100,001–$250,000 | 48 days · filing |
| Apr 22, 2022 | Ohio State Common Sch Ad | Sale (joint) | $100,001–$250,000 | 33 days · filing |
| Apr 2, 2022 | Vanguard Small Cap Value ETF | Sale (joint) | $15,001–$50,000 | 53 days · filing |
| Feb 9, 2022 | Fairfax County, VA Pub Impt-S GO 5% | Buy (self) | $100,001–$250,000 | 29 days · filing |
| Nov 1, 2021 | Jersey NJ Transp. AUTH | Sale (joint) | $50,001–$100,000 | 49 days · filing |
| Oct 22, 2021 | SKIN | Buy (self) | $1,001–$15,000 | 52 days · filing |
| Aug 19, 2021 | Florida St HSG Fin Corp Revenue | Buy (self) | $100,001–$250,000 | 36 days · filing |
| Jun 11, 2021 | SKIN | Buy (self) | $1,001–$15,000 | 105 days · filing |
| Mar 9, 2021 | Cook County IL Series A | Buy | $100,001–$250,000 | 37 days · filing |
| Mar 1, 2021 | California St Go | Sale | $1,001–$15,000 | 45 days · filing |
| Feb 9, 2021 | Loudoun County VA Ser A GO 12/1/21 | Sale | $100,001–$250,000 | 65 days · filing |
| Jan 11, 2021 | CLF | Buy (self) | $50,001–$100,000 | 43 days · filing |
| Dec 1, 2020 | California State General Obligation Bond | Sale (self) | $1,001–$15,000 | 55 days · filing |
| Jun 1, 2020 | California St GO | Sale (self) | $1,001–$15,000 | 51 days · filing |
| Apr 29, 2020 | CLF | Buy (self) | $15,001–$50,000 | 21 days · filing |
| Feb 6, 2020 | New York City NY Municipal Wtr fina | Buy (self) | $100,001–$250,000 | 89 days · filing |
| Feb 6, 2020 | New York City NY Municipal Water Fina | Buy (self) | $100,001–$250,000 | 74 days · filing |
| Jan 10, 2020 | Chicago IL o'Hare International Bond REV | Sale (self) | $100,001–$250,000 | 46 days · filing |