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David McCormick

Sen. (R-PA)

Also filed as Dave McCormick

Disclosed trades
41
Purchases
31
Sales
10
Stocks traded
9
Likely still held
4
Latest trade
Jun 2, 2026
Latest filing
Jun 27, 2026

Stocks traded

9 tickers, with the latest disclosed action
BITBBitwise Bitcoin ETF TrustBoughtNov 28, 2025GSThe Goldman Sachs Group, Inc.BoughtJun 2, 2026IJRiShares Core S&P Small-Cap ETFSoldMay 6, 2025DALDelta Air Lines, Inc.SoldJul 30, 2025GISGeneral Mills, Inc.BoughtMar 13, 2025KBHKB HomeBoughtMar 5, 2025ORCLOracle CorporationSoldApr 2, 2025PARAPARASoldMar 13, 2025RUMRumble Inc.SoldJan 16, 2025

Likely current holdings

4 positions

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

GSFirst bought Feb 23, 2026Last bought Jun 2, 202611 filingsBITBFirst bought Feb 25, 2025Last bought Nov 28, 202522 filingsOn the 2024 disclosureGISFirst bought Mar 13, 20251 filingKBHFirst bought Mar 5, 20251 filing

Reported holdings

380 assets listed

As reported in their 2024 annual disclosure, filed Aug 13, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

QQQInvesco QQQ Trust, Series 1$100,001 - $250,000IJRiShares Core S&P Small-Cap ETF$50,001 - $100,000VIGVanguard Dividend Appreciation ETF$50,001 - $100,000VUGVanguard Morningstar Growth ETF$100,001 - $250,000VGTVanguard Information Technology ETF$1,001 - $15,000IJRiShares Core S&P Small-Cap ETF$250,001 - $500,000QQQInvesco QQQ Trust, Series 1$500,001 - $1,000,000VIGVanguard Dividend Appreciation ETF$250,001 - $500,000VUGVanguard Morningstar Growth ETF$500,001 - $1,000,000DGRWWisdomTree U.S. Quality Dividend Growth Fund$15,001 - $50,000GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETFSpouse$500,001 - $1,000,000DBEFXtrackers MSCI EAFE Hedged Equity ETFSpouse$250,001 - $500,000PENNPENN Entertainment, Inc.Spouse$100,001 - $250,000RUMRumble Inc.$1,000,001 - $5,000,000BITBBitwise Bitcoin ETF Trust$1,000,001 - $5,000,000

Other reported assets (365)

  • David H. McCormick Fidelity Traditional IRA Account
  • QIWSQ - Fidelity (Boston, MA) Type: IRA Cash Accounts$1,001 - $15,000
  • David McCormick Charitable Gift Fund
  • FCASH - Fidelity (Boston, MA) Type: Brokerage Sweep Account$15,001 - $50,000
  • David H McCormick 2020 Dynasty Trust
  • Fidelity David H McCormick 2020 Dynasty Trust Investment Account
  • FCASH- Fidelity (Boston, MA) Type: Brokerage Sweep Account$50,001 - $100,000
  • US Treasury Rate/Coupon: None Matures: None$50,001 - $100,000
  • Dina Powell InvestmentsSpouse
  • BSPGX - Ishares S&P 500 Index Fund - Class GSpouse$50,001 - $100,000
  • BTMKX - Ishares MSCI EAFE International Index Fund - ClaSpouse$15,001 - $50,000
  • SSHQX - State Street Hedged International Developed EquiSpouse$15,001 - $50,000
Show 353 more
  • Goldman Sachs (New York, NY) Type: Money Market AccountSpouseOver $1,000,000 and held independently by spouse or dependent child
  • GTFPXSpouse$250,001 - $500,000
  • GSKPXSpouseOver $1,000,000 and held independently by spouse or dependent child
  • GS Restricted Stock UnitsSpouseOver $1,000,000 and held independently by spouse or dependent child
  • DANIEL BOONE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2028Spouse$1,001 - $15,000
  • PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE Rate/Coupon: 5% Matures: 05/15/2027Spouse$250,001 - $500,000
  • Stonebridge 2021 Access Fund LP Description : Private Equity Fund (New York, NY)Spouse$250,001 - $500,000
  • Stonebridge 2022 Access Fund Description : Private Equity Fund (New York, NY)Spouse$500,001 - $1,000,000
  • PPS Investors Employee LP Description : Private Equity (New York, NY)Spouse$250,001 - $500,000
  • West Street Senior Credit Partners III Employee Fund Description : Private Equity (New York, NY)Spouse$250,001 - $500,000
  • CARLISLE BORO PA GO JJ GO BDS Rate/Coupon: 5% Matures: 07/15/2028Spouse$50,001 - $100,000
  • SPRING TWP PA GO BDS Rate/Coupon: 5% Matures: 11/15/2026Spouse$15,001 - $50,000
  • PENNSYLVANIA ST GO FA RFDG-FIRST SER Rate/Coupon: 5% Matures: 08/15/2025Spouse$100,001 - $250,000
  • EAST STROUDSBURG PA AREA MS SCH Rate/Coupon: 5% Matures: 09/01/2025Spouse$15,001 - $50,000
  • NESHAMINY PA SCH DIST GO MN GO BDS 2023B Rate/Coupon: 5% Matures: 11/01/2025Spouse$50,001 - $100,000
  • ALLEGHENY CNTY PA SAN AUTH SWR REV JD REV BDS 2020 Rate/Coupon: 5% Matures: 06/01/2026Spouse$50,001 - $100,000
  • PENNSYLVANIA ST GO CA FA GO BDS 2015 Rate/Coupon: 3.25% Matures: 08/15/2026Spouse$50,001 - $100,000
  • PITTSBURGH PA SCH DIST GO MS GO BDS 2019 Rate/Coupon: 5% Matures: 09/01/2026Spouse$50,001 - $100,000
  • LOWER MERION PA SCH DIST GO MN GO BDS Rate/Coupon: 5% Matures: 11/15/2026Spouse$50,001 - $100,000
  • PENNSYLVANIA ST GO MN GO BDS First Ser Rate/Coupon: 5% Matures: 05/01/2027Spouse$50,001 - $100,000
  • SOUTHEASTERN PA TRANSN AUTH JD REV BDS 2022 Rate/Coupon: 5% Matures: 06/01/2027Spouse$50,001 - $100,000
  • PHILADELPHIA PA WTR & WASTEWTR REV MS REV SER B Rate/Coupon: 5% Matures: 09/01/2027Spouse$15,001 - $50,000
  • SWARTHMORE BORO AUTH PA REV MS COLLEGE Rate/Coupon: 5% Matures: 09/15/2027Spouse$50,001 - $100,000
  • LOWER MERION PA SCH DIST GO MN GO BDS 2021 Rate/Coupon: 5% Matures: 11/15/2027Spouse$15,001 - $50,000
  • PENNSYLVANIA INFRASTRUCTURE REV JJ INVESTMENT AUTHORITY Rate/Coupon: 5% Matures: 01/15/2028Spouse$15,001 - $50,000
  • DELAWARE RIV JT TOLL BRDG REV JJ COMMN Rate/Coupon: 5% Matures: 07/01/2028Spouse$15,001 - $50,000
  • DELAWARE VALLEY PA REGL FIN REV FA Rate/Coupon: 5.5% Matures: 08/01/2028Spouse$50,001 - $100,000
  • PENNSYLVANIA ST GO AO GO BDS FIRST 2022 Rate/Coupon: 5% Matures: 10/01/2028Spouse$50,001 - $100,000
  • ARMSTRONG SCH DIST PA GO MS GO REF BDS 2019 A Rate/Coupon: 5% Matures: 03/15/2029Spouse$15,001 - $50,000
  • PENNSYLVANIA ST GO MN GO BDS FIRST SER 2020 UT Rate/Coupon: 5% Matures: 05/01/2029Spouse$15,001 - $50,000
  • MONTGOMERY CNTY PA GO JJ GO BDS 2019 A Rate/Coupon: 5% Matures: 07/01/2029Spouse$15,001 - $50,000
  • PENNSYLVANIA ST HIGHER EDL REV FA FACS AUTH Rate/Coupon: 5% Matures: 08/15/2029Spouse$50,001 - $100,000
  • PINE-RICHLAND SCH DIST PA GO MS GO UNLTD Rate/Coupon: 5% Matures: 09/01/2029Spouse$15,001 - $50,000
  • Dina Powell Fixed Income No Longer HeldSpouse
  • PENNSYLVANIA ST GO JJ GO REF BDS 2017 LT Rate/Coupon: 5% Matures: 01/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • MONTGOMERY CNTY PA GO MS GO BDS C UT Rate/Coupon: 5% Matures: 03/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENN MANOR SCH DIST PA GO MS GO BDS 2017 Rate/Coupon: 5% Matures: 03/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO MS GO BDS 2018 LT Rate/Coupon: 5% Matures: 03/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • WEST ALLEGHENY PA SCH DIST GO MS GO LTD Rate/Coupon: 5% Matures: 03/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BETHLEHEM PA GO AO GO BDS 2020 UT Rate/Coupon: 5% Matures: 04/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • NORWIN PA SCH DIST GO AO GO BDS 2021 A LT Rate/Coupon: 5% Matures: 04/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DALLASTOWN PA AREA SCH DIST GO AO GO Rate/Coupon: 5% Matures: 04/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BUCKS CNTY PA GO MN GO BDS 2016 UT BEO SR LIEN Rate/Coupon: 5% Matures: 05/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • STATE COLLEGE PA AREA SCH DIST GO MN GO 5B UT BEO SR LIEN Rate/Coupon: 5% Matures: 05/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • UNION CITY PA AREA SCH DIST GO MN GO BDS Rate/Coupon: 5% Matures: 05/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DELAWARE RIV PORT AUTH PA & NJ REV JJ REV REV BDS 2013 PRERE Rate/Coupon: 5% Matures: 01/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BOYERTOWN PA AREA SCH DIST GO AO GO BDS 2015 PRERE Rate/Coupon: 5% Matures: 04/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • ALLEGHENY CNTY PA SAN AUTH SWR REV Rate/Coupon: 5% Matures: 12/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BETHEL PARK PA SCH DIST GO FA BEO Rate/Coupon: 5% Matures: 08/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BLUE MOUNTAIN PA SCH DIST GO FA GO BDS SCHUYLKILL CNTY 2019 Rate/Coupon: 4% Matures: 08/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BOYERTOWN PA AREA SCH DIST GO MN GO BDS 2018 Rate/Coupon: 4% Matures: 11/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • BUCKS CNTY PA GO JD GO BDS 2017 UT BEO Rate/Coupon: 5% Matures: 06/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • CARLISLE PA AREA SCH DIST GO MS GO LTD TAX BDS 2017 LT Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • CENTENNIAL SCH DIST BUCKS CNTY GO Rate/Coupon: 5% Matures: 12/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • CHESTER CNTY PA GO JJ GO BDS 2014 UT BEO Rate/Coupon: 5% Matures: 07/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • CHESTER CNTY PA GO JJ GO BDS 2018 UT BEO Rate/Coupon: 5% Matures: 07/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • COMMONWEALTH FING AUTH PA REV REV JD REV B-1 INS BEO SR LIEN Rate/Coupon: 5% Matures: 06/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • COMMONWEALTH FING AUTH PA TOB REV JD MASTER SETTLEMENT PMT REV BDS Rate/Coupon: 5% Matures: 06/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • CRANBERRY TWP PA DB AO GO BDS 2015 UT Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DANIEL BOONE PA AREA SCH DIST GO FA GO BDS 2017 A LT Rate/Coupon: 4% Matures: 8/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DAUPHIN CNTY PA GO MN GO BDS 2020 A UT Rate/Coupon: 5% Matures: 11/15/2026 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DELAWARE CNTY PA AUTH COLLEGE REV AO REV HAVERFORD COLLEGE-SER A Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DOYLESTOWN TWP PA GO AO GO BDS 2022 UT BNK QUAL Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • EAST STROUDSBURG PA AREA SCH GO Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • ERIE CNTY PA GO MS GO REF BDS 2017 UT BEO Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • ERIE PA WTR AUTH WTR REV BDS 2014 PRERE Rate/Coupon: 5% Matures: 12/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • HARRISBURG PA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • LEHIGH CNTY PA AUTH WTR REV Rate/Coupon: 4% Matures: 11/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • LOWER MAKEFIELD TWP PA GO JD GO BDS 2018 Rate/Coupon: 5% Matures: 06/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • LOWER MORELAND TWP PA SCH DIST GO MN GO BDS Rate/Coupon: 5% Matures: 11/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • MIFFLINBURG AREA SCH DIST PA GO JD GO BDS 2020 Rate/Coupon: 4% Matures: 06/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • NORTH HILLS PA SCH DIST GO Rate/Coupon: 5% Matures: 12/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • NORTH SCHUYLKILL SCH DIST PA GO Rate/Coupon: 4% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • NORTHAMPTON CNTY PA GO AO GO BDS 2019 A UT Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PEN ST COMMN TPK REV FOR ISSUE REV Rate/Coupon: 5% Matures: 12/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSBURY PA SCH DIST GO FA GO BDS 2022 LT Rate/Coupon: 4% Matures: 08/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA HSG FIN AGY REV CA AO SINGLE Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA HSG FIN AGY REV Rate/Coupon: 5% Matures: 04/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE Rate/Coupon: 5% Matures: 06/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE Rate/Coupon: 5% Matures: 06/15/2027 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO JJ GO BDS FIRST REF SER UT BEO SR LIEN Rate/Coupon: 5% Matures: 07/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST HIGHER EDL REV JD FACS AUTH REV REF BDS Rate/Coupon: 5% Matures: 06/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST HIGHER EDL REV FA FACS AUTH REV AUTHORITY Rate/Coupon: 5% Matures: 08/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST TPK Rate/Coupon: 5% Matures: 06/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST TPK COMMN TPK REV JD REV Rate/Coupon: 5% Matures: 12/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST TPK COMMN TPK REV JD REV PRERE 12/1/2024 Rate/Coupon: 5% Matures: 12/01/2027 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST UNIV REV MS RFDG-SER B/A Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA TURNPIKE COMISION REV Rate/Coupon: 5% Matures: 12/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA PA GO FA GO REF BDS 2019 A UT BEO Rate/Coupon: 5% Matures: 08/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA PA GO FA GO REF BDS 2015A UT BEO SR LIEN Rate/Coupon: 5% Matures: 08/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA PA WTR & WASTEWTR REV JJ REV REV REF BDS 2014A PRERE 07/01/24 Rate/Coupon: 5% Matures: 07/01/2027 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA PA WTR & WASTEWTR REV BDS 2015A PRERE SR LIEN Rate/Coupon: 5% Matures: 07/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA PA WTR & WASTEWTR REV JJ REV BDS 2015A PRERE Rate/Coupon: 5% Matures: 07/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA PA WTR & WASTEWTR REV AO REV REV REF BDS 2016 Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PHILADELPHIA'S WTR REV Rate/Coupon: 5% Matures: 11/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PITTSBURGH PA GO MS GO BDS 2019 UT BEO Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PITTSBURGH PA GO MS GO BDS 2022 UT BEO Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PITTSBURGH PA GO MS GO BDS 2014 PRERE UT BEO SR LIEN S&P Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PITTSBURGH PA SCH DIST GO MS GO BDS 2019 A Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PITTSTON PA AREA SCH DIST GO JJ GO BDS 2018 Rate/Coupon: 4% Matures: 07/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • POCONO MTN PA SCH DIST GO MS GO BDS 2016 Rate/Coupon: 4% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • POCONO MTN PA SCH DIST GO MS GO BDS 2015 LT INS Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • QUAKERTOWN PA CMNTY SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • SOUTHCENTRAL PA GEN AUTH REV REV CA JD WELLSPAN HEALTH OBLIG GROUP SER A BEO Rate/Coupon: 5% Matures: 06/01/2040 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • SOUTHEASTERN PA TRANSN AUTH REV JD REV Rate/Coupon: 5% Matures: 06/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • SOUTHERN YORK CNTY PA SCH DIST GO MS GO BDS 2023 Rate/Coupon: 5% Matures: 09/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • STATE COLLEGE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • UPPER DUBLIN PA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • UPPER ST CLAIR TWP PA SCH DIST GO AO Rate/Coupon: 4% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • WARRINGTON TWP PA GO Rate/Coupon: 5% Matures: 12/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • UNIONVILLE-CHADDS FORD PA SCH GO JD DIST Rate/Coupon: 5% Matures: 06/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • WEST VIEW PA MUN AUTH WTR REV REV MN 2014 PRERE Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • WEST VIEW PA MUN AUTH WTR REV REV MN 2014 PRERE Rate/Coupon: 4% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • WEST VIEW PA MUN AUTH WTR REV Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • WEST VIEW PA MUN AUTH WTR REV REV PRERE 11/15/2024 Rate/Coupon: 5% Matures: 11/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • ABINGTON PA SCH DIST GO 5% Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO JJ GO FIRST REF BDS 2019 UT Rate/Coupon: 5% Matures: 07/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO FA GO BDS 2015 UT BEO SR LIEN Rate/Coupon: 5% Matures: 08/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO MS GO BDS 2016 UT BEO SR LIEN Rate/Coupon: 5% Matures: 09/15/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • PENNSYLVANIA ST GO AO GO BDS FIRST 2022 Rate/Coupon: 5% Matures: 10/01/2024 Filer comment: No longer heldSpouseNone (or less than $1,001)
  • DELAWARE RIV PORT AUTH PA & NJ REV REF REV BDS 2018 B BEO Rate/Coupon: 5% Matures: 01/01/2025Spouse$100,001 - $250,000
  • PENNSYLVANIA ST GOJJ REF BDS 2017 LT Rate/Coupon: 5% Matures: 01/01/2025Spouse$15,001 - $50,000
  • WEST ALLEGHENY PA SCH DIST GO MS LTD Rate/Coupon: 5% Matures: 03/01/2025Spouse$1,001 - $15,000
  • WHITEHALL-COPLAY PA SCH DIST GO MN GO Rate/Coupon: 5% Matures: 05/01/2025Spouse$15,001 - $50,000
  • AU*TH HEALTH SYS REV CA JJ RFDG- Rate/Coupon: 5.25% Matures: 01/15/2045Spouse$100,001 - $250,000
  • ARMSTRONG CNTY PA GO Rate/Coupon: 5% Matures: 06/01/2027Spouse$50,001 - $100,000
  • ATHENS PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 04/15/2025Spouse$50,001 - $100,000
  • BERMUDIAN SPRINGS PA SCH DIST GO Rate/Coupon: 4% Matures: 05/01/2025Spouse$1,001 - $15,000
  • BETHLEHEM PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2025Spouse$100,001 - $250,000
  • BUCKS CNTY PA CMNTY COLLEGE REV Rate/Coupon: 5% Matures: 06/01/2025Spouse$100,001 - $250,000
  • BUCKS CNTY PA GO Rate/Coupon: 5% Matures: 06/01/2025Spouse$50,001 - $100,000
  • BUCKS CNTY PA WTR & SWR AUTH REV Rate/Coupon: 4% Matures: 12/01/2025Spouse$50,001 - $100,000
  • CARLISLE BORO PA GO Rate/Coupon: 4% Matures: 10/15/2025Spouse$1,001 - $15,000
  • CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025Spouse$15,001 - $50,000
  • CENTENNIAL SCH DIST BUCKS CNTY GO Rate/Coupon: 5% Matures: 12/15/2028Spouse$15,001 - $50,000
  • CHESTER CNTY PA GO Rate/Coupon: 5% Matures: 07/15/2025Spouse$100,001 - $250,000
  • COMMONWEALTH FING AUTH PA REV Rate/Coupon: 5% Matures: 06/01/2025Spouse$1,001 - $15,000
  • CRAWFORD CENT SCH DIST PA GO Rate/Coupon: 4% Matures: 02/15/2025Spouse$50,001 - $100,000
  • CUMBERLAND CNTY PA GO Rate/Coupon: 5% Matures: 05/01/2025Spouse$15,001 - $50,000
  • DANIEL BOONE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2030Spouse$50,001 - $100,000
  • DELAWARE RIV JT TOLL BRDG REV Rate/Coupon: 5% Matures: 07/01/2029Spouse$1,001 - $15,000
  • DERRY PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 10/01/2025Spouse$15,001 - $50,000
  • FAIRFIELD PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 06/01/2025Spouse$50,001 - $100,000
  • HAVERFORD TWP PA GO Rate/Coupon: 5% Matures: 10/01/2025Spouse$1,001 - $15,000
  • HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2025Spouse$1,001 - $15,000
  • HEMPFIELD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 03/15/2025Spouse$15,001 - $50,000
  • LANCASTER PA AREA SWR AUTH REV Rate/Coupon: 5% Matures: 04/01/2025Spouse$1,001 - $15,000
  • LOWER MERION PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2025Spouse$100,001 - $250,000
  • MANHEIM TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2029Spouse$1,001 - $15,000
  • MARPLE-NEWTOWN PA SCH DIST GO Rate/Coupon: 5% Matures: 06/01/2025Spouse$15,001 - $50,000
  • MIFFLINBURG AREA SCH DIST PA GO Rate/Coupon: 4% Matures: 06/15/2025Spouse$1,001 - $15,000
  • MONTGOMERY CNTY PA INDL DEV AU REV Rate/Coupon: 5.25% Matures: 01/15/2028Spouse$50,001 - $100,000
  • MONTGOMERY CNTY PA INDL DEV AU REV Rate/Coupon: 5.25% Matures: 01/15/2046Spouse$15,001 - $50,000
  • MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5.25% Matures: 01/15/2036Spouse$1,001 - $15,000
  • MOUNT LEBANON PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2025Spouse$50,001 - $100,000
  • NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2035Spouse$15,001 - $50,000
  • NESHAMINY PA SCH DIST GO Rate/Coupon: 5% Matures: 11/01/2025Spouse$50,001 - $100,000
  • NEWTOWN TWP PA MUN AUTH GTD REV Rate/Coupon: 4% Matures: 09/01/2025Spouse$1,001 - $15,000
  • NORTH ALLEGHENY PA SCH DIST GO Rate/Coupon: 5% Matures: 05/01/2025Spouse$1,001 - $15,000
  • NORTH PENN PA WTR AUTH WTR REV Rate/Coupon: 4% Matures: 11/01/2025Spouse$1,001 - $15,000
  • NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 11/15/2029Spouse$50,001 - $100,000
  • NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2025Spouse$15,001 - $50,000
  • PA ST HIGHER EDL FACS AUTH REV Rate/Coupon: 5% Matures: 06/15/2025Spouse$15,001 - $50,000
  • PENNSYLVANIA HSG FIN AGY REV Rate/Coupon: 5% Matures: 10/01/2025Spouse$50,001 - $100,000
  • PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/15/2028Spouse$15,001 - $50,000
  • PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 03/01/2025Spouse$1,001 - $15,000
  • PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2025Spouse$1,001 - $15,000
  • PENNSYLVANIA ST HIGHER EDL REV CA JD Rate/Coupon: 5% Matures: 06/15/2025Spouse$1,001 - $15,000
  • PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 03/01/2025Spouse$15,001 - $50,000
  • PERKIOMEN VY SCH DIST PA GO Rate/Coupon: 5% Matures: 11/15/2025Spouse$50,001 - $100,000
  • PITTSBURGH PA GO Rate/Coupon: 4% Matures: 09/01/2025Spouse$50,001 - $100,000
  • PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2025Spouse$15,001 - $50,000
  • PITTSBURGH PA PUB PKG AUTH PKG REV Rate/Coupon: 5% Matures: 12/01/2026Spouse$1,001 - $15,000
  • ROSTRAVER TWP PA GO Rate/Coupon: 4% Matures: 09/01/2025Spouse$50,001 - $100,000
  • SOLEBURY TWP PA GO Rate/Coupon: 5% Matures: 04/01/2025Spouse$15,001 - $50,000
  • SOUTHEASTERN PA TRANSN AUTH REV Rate/Coupon: 5% Matures: 03/01/2025Spouse$15,001 - $50,000
  • SOUTHEASTERN PA TRANSN AUTH REV Rate/Coupon: 5% Matures: 06/01/2025Spouse$1,001 - $15,000
  • SPRING TWP PA GO Rate/Coupon: 5% Matures: 11/15/2025Spouse$1,001 - $15,000
  • STATE COLLEGE AREA SCHOOL DIST GO Rate/Coupon: 5% Matures: 05/15/2025Spouse$15,001 - $50,000
  • STATE COLLEGE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 03/15/2025Spouse$15,001 - $50,000
  • UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029Spouse$15,001 - $50,000
  • UPPER MORELAND TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 10/01/2025Spouse$50,001 - $100,000
  • UPPER ST CLAIR TWP PA GO Rate/Coupon: 5% Matures: 06/01/2025Spouse$1,001 - $15,000
  • WEST JEFFERSON HILLS PA SCH GO Rate/Coupon: 5% Matures: 08/01/2025Spouse$1,001 - $15,000
  • WESTERN WESTMORELAND MUN AUTH REV Rate/Coupon: 4% Matures: 10/15/2025Spouse$15,001 - $50,000
  • WILSON PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 03/15/2025Spouse$50,001 - $100,000
  • YORK CNTY PA GO Rate/Coupon: 4% Matures: 06/01/2025Spouse$1,001 - $15,000
  • ABINGTON PA SCH DIST GO Rate/Coupon: 5% Matures: 03/15/2025Spouse$15,001 - $50,000
  • ALLEGHENY CNTY PA PORT AUTH REV Rate/Coupon: 5% Matures: 03/01/2025Spouse$100,001 - $250,000
  • ALLEGHENY CNTY PA ARPT AUTH REV Rate/Coupon: 5% Matures: 01/01/2028Spouse$50,001 - $100,000
  • PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 07/15/2025Spouse$50,001 - $100,000
  • PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2025Spouse$15,001 - $50,000
  • PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025Spouse$15,001 - $50,000
  • PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025Spouse$15,001 - $50,000
  • BDT&MSDSpouse
  • BDT Fund Description : Private Equity Fund (New York, NY)SpouseOver $1,000,000 and held independently by spouse or dependent child
  • Dina Powell 401kSpouse
  • FXAIX - Fidelity 500 Index FundSpouse$15,001 - $50,000
  • FSPSX - Fidelity International Index FundSpouse$15,001 - $50,000
  • Dina Powell IRASpouse
  • GGNPXSpouseNone (or less than $1,001)
  • GADPXSpouse$500,001 - $1,000,000
  • Dina Powell & David McCormick AccountJoint
  • Goldman Sachs (New York, NY) Type: Money Market AccountJointNone (or less than $1,001)
  • West Street Capital Partners VIII Employee Fund LP Description : Private Equity (New York, NY)Joint$1,000,001 - $5,000,000
  • Stonebridge 2021 Access Fund LP Description : Private Equity Fund (New York, NY)Joint$1,000,001 - $5,000,000
  • West Street Strategic Solutions Employee Fund I, LP Description : Private Equity Fund (New York, NY)Joint$500,001 - $1,000,000
  • Bridgewater Associates Holdings Inc. Filer comment: Bridgewater Exit Agreement
  • Bridgewater Equity Instrument Filer comment: Proceeds from an exit agreementOver $50,000,000
  • David McCormick 401k
  • MPPP Special Situations Enhanced-Liquidity$1,001 - $15,000
  • MPPP Passive US Bonds$1,001 - $15,000
  • VWENX - Vanguard Wellington Fund Admiral Shares$100,001 - $250,000
  • MPPP Target Retirement 2030None (or less than $1,001)
  • David H. McCormick Revocable Trust
  • Fidelity David H. McCormick Revocable Trust Fixed Income Account
  • Aercap Ireland Capital Limited Note Rate/Coupon: 3.65% Matures: 07/21/2027$250,001 - $500,000
  • HOWMET AEROSPACE INC NOTE Rate/Coupon: 5.9% Matures: 02/01/2027$250,001 - $500,000
  • ATI Note Rate/Coupon: 5.875% Matures: 12/1/2027$250,001 - $500,000
  • ARCELORMITTAL SA LUXEMBOURG NOTE Rate/Coupon: 4.55% Matures: 03/11/2026$250,001 - $500,000
  • BK OF AMERICA CORP MTN Rate/Coupon: 4.2% Matures: 08/26/2024$250,001 - $500,000
  • BEAZER HOMES USA INC SER B NOTE Rate/Coupon: 5.875% Matures: 10/15/2027$250,001 - $500,000
  • BRIGHTSPHERE INVT GROUP INC SER B NOTE Rate/Coupon: 4.8% Matures: 07/27/2026$250,001 - $500,000
  • PARAMOUNT GLOBAL NOTE Rate/Coupon: 4% Matures: 01/15/2026$250,001 - $500,000
  • DELTA AIR LINES INC NOTE Rate/Coupon: 4.375% Matures: 04/19/2028$250,001 - $500,000
  • FIFTH THIRD BANCORP BOND PERPETUAL (Floating Rate) Rate/Coupon: 5.10% (Floating Rate) Matures: 12/31/2049$250,001 - $500,000
  • FREEPORT MCMORAN INC NOTE Rate/Coupon: 5% Matures: 09/1/2027$250,001 - $500,000
  • GENERAL MTRS FINL CO INC BOND PERPETUAL (Floating Rate) Rate/Coupon: 6.50% (Floating Rate) Matures: 12/31/2049$250,001 - $500,000
  • HANOVER INS GROUP INC NOTE Rate/Coupon: 4.5% Matures: 04/15/2026$250,001 - $500,000
  • HILTON WORLDWIDE FINANCE LLC SER B Rate/Coupon: 4.875% Matures: 04/01/2027$250,001 - $500,000
  • JEFFERIES GROUP INC BOND Rate/Coupon: 6.45% Matures: 06/08/2027$100,001 - $250,000
  • BATH & BODY WORKS INC NOTE Rate/Coupon: 7.5% Matures: 06/15/2029$250,001 - $500,000
  • LEGG MASON INC NOTE Rate/Coupon: 4.75% Matures: 03/15/2026$250,001 - $500,000
  • ORACLE CORP NOTE Rate/Coupon: 1.65% Matures: 03/25/2026$250,001 - $500,000
  • TRI POINTE HOMES INC NOTE Rate/Coupon: 5.25% Matures: 06/01/2027$250,001 - $500,000
  • PUBLIC FIN AUTH WISCONSIN LEASE DEV REV REV BDS KU CAMPUS DEVELOPMENT CORPORATION CENTRAL Rate/Coupon: 5% Matures: 03/01/2029$250,001 - $500,000
  • PUBLIC FIN AUTH WISCONSIN LEASE DEV REV REV BDS KU CAMPUS DEVELOPMENT CORPORATION CENTRAL Rate/Coupon: 5% Matures: 03/01/2030$100,001 - $250,000
  • ST JOSEPH CNTY INDIANA HOSP AUTH HOSP REV HOSP REV BDS BEACON HEALTH SYSTEM SER.2013C Rate/Coupon: 5% Matures: 08/15/2036$100,001 - $250,000
  • WARRIOR RIVER ALABAMA WTR AUTH WTR REV BDS SER. 2019 Rate/Coupon: 4% Matures: 08/01/2035$50,001 - $100,000
  • NORTHAMPTON CNTY PA GEN PURP AUTH HOSP REV BDS ST LUKES UNIVERSITY HEALTH NETWORK ST LUKES Rate/Coupon: 5% Matures: 8/15/2025$100,001 - $250,000
  • CUMBERLAND CNTY PA MUN AUTH REV REV BDS DIAKON LUTHERAN SOCIAL MINISTRIES SER. 2015 Rate/Coupon: 5% Matures: 1/1/2038$100,001 - $250,000
  • US Treasury Bonds Rate/Coupon: None Matures: None$5,000,001 - $25,000,000
  • Embree Net Lease Fund II LP Description : Private Real Estate (Austin, TX)$500,001 - $1,000,000
  • Embree Net Lease Fund III LP Description : Private Real Estate (Austin, TX)$500,001 - $1,000,000
  • Embree Net Lease Fund IV LP Description : Private Real Estate (Austin, TX)$1,000,001 - $5,000,000
  • EAST LYME CONN GO BDS SER. B 2021 Rate/Coupon: 5% Matures: 08/01/2025$50,001 - $100,000
  • UNIVERSITY CONN GO BDS SER.2015A Rate/Coupon: 5% Matures: 02/15/2028$50,001 - $100,000
  • DARIEN CONN GO BDS SER. 2020 Rate/Coupon: 5% Matures: 08/01/2028$50,001 - $100,000
  • ESSEX CONN GO BDS SER. 2017 Rate/Coupon: 3% Matures: 09/15/2029$250,001 - $500,000
  • CONNECTICUT ST GO BDS SER. F Rate/Coupon: 4% Matures: 11/15/2030$50,001 - $100,000
  • MILFORD CONN GO REF BDS SER. 2021 Rate/Coupon: 5% Matures: 11/01/2031$250,001 - $500,000
  • UNIVERSITY CONN GO BDS SER. 2022 A Rate/Coupon: 5% Matures: 05/01/2032$250,001 - $500,000
  • CONNECTICUT ST HEALTH &EDL FA CS Rate/Coupon: 4% Matures: 07/01/2033$50,001 - $100,000
  • NEW YORK ST DORM AUTH ST PERS INCOME Rate/Coupon: 5% Matures: 03/15/2036$100,001 - $250,000
  • NAUGATUCK CONN CTFS PARTN COPS NAUGATUCK Rate/Coupon: 4% Matures: 08/15/2041$250,001 - $500,000
  • VERMONT EDL & HEALTH BLDGS FING AGY REV Rate/Coupon: 5% Matures: 11/01/2049$250,001 - $500,000
  • F&G ANNUITIES &LIFE INC SER B NOTE Rate/Coupon: 7% Matures: 01/13/2028$250,001 - $500,000
  • RADIAN GROUP INC NOTE CALL MAKE WHOLE Rate/Coupon: 6% Matures: 05/15/2029$250,001 - $500,000
  • FORD MOTOR CO NOTE Rate/Coupon: 7.45% Matures: 07/16/2031$250,001 - $500,000
  • ALLY FINL INC NOTE Rate/Coupon: 8% Matures: 11/01/2031$250,001 - $500,000
  • BROWN &BROWN INC NOTE CALL MAKE WHOLE Rate/Coupon: 4.2% Matures: 03/17/2032$250,001 - $500,000
  • DISCOVER FINL SVCS NOTE Rate/Coupon: 7.964% Matures: 11/02/2034$250,001 - $500,000
  • PENNSYLVANIA ST GO BDS SER.2016 Rate/Coupon: 5% Matures: 09/15/2026$100,001 - $250,000
  • PENNSYLVANIA ST TPK COMMN OIL FRANCHISE TAX REV REV REF BDS SER. A Rate/Coupon: 5% Matures: 12/01/2028$50,001 - $100,000
  • PENNSYLVANIA ST TPK COMMN TPK REV SUB BDS SER. 2017 A Rate/Coupon: 5% Matures: 12/01/2028$50,001 - $100,000
  • PENNSYLVANIA ST HIGHER EDL FACS AUTH REV UNIVERSITY OF PENNSYLVANIA HLTH SYS SER. 2019 Rate/Coupon: 5% Matures: 08/15/2032$250,001 - $500,000
  • MONTGOMERY CNTY PA HIGHER ED & HEALTH AUTH REV THOMAS JEFFERSON UNIV SER. 2019 Rate/Coupon: 5% Matures: 09/01/2031$250,001 - $500,000
  • PENNSYLVANIA ST TPK COMMN TPK REV BDS SER. 2018 A-2 Rate/Coupon: 5% Matures: 12/01/2043$100,001 - $250,000
  • ETHW - Bitwise Ethereum ETF$500,001 - $1,000,000
  • BLUE OWL CR INCOME CORP SER B NOTE Rate/Coupon: 7.75% Matures: 01/15/2029$250,001 - $500,000
  • LAZARD LLC NOTE Rate/Coupon: 6% Matures: 03/15/2031$250,001 - $500,000
  • BLUE OWL CR INCOME CORP SER B NOTE Rate/Coupon: 6.65 Matures: 03/15/2031$250,001 - $500,000
  • EVERSOURCE ENERGY SER BB NOTE Rate/Coupon: 5.125 Matures: 05/15/2033$250,001 - $500,000
  • PILGRIMS PRIDE CORP NOTE Rate/Coupon: 6.25 Matures: 07/01/2033$250,001 - $500,000
  • F&G ANNUITIES &LIFE INC NOTE Rate/Coupon: 6.25 Matures: 10/04/2034$250,001 - $500,000
  • PHILADELPHIA PA GO BDS SER. 2017 A Rate/Coupon: 5% Matures: 08/01/2031$100,001 - $250,000
  • PHILADELPHIA PA SCH DIST GO REF BDS SER Rate/Coupon: 5% Matures: 09/01/2033$250,001 - $500,000
  • PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2033$250,001 - $500,000
  • PHILADELPHIA PA GO BDS SER. 2019B Rate/Coupon: 5% Matures: 02/01/2034$100,001 - $250,000
  • PENNSYLVANIA ST TPK COMMN TPK REV MTR Rate/Coupon: 5% Matures: 12/01/2040$250,001 - $500,000
  • PENNSYLVANIA ST TPK COMMN TPK REV BDS Rate/Coupon: 5% Matures: 12/01/2043$100,001 - $250,000
  • Fixed Income No Longer Held
  • B & G FOODS INC NOTE Rate/Coupon: 5% Matures: 04/01/2025 Filer comment: No longer heldNone (or less than $1,001)
  • NEW YORK ST URBAN DEV CORP REV INCOME Rate/Coupon: 5% Matures: 03/15/2030 Filer comment: No Longer HeldNone (or less than $1,001)
  • CONNECTICUT ST HEALTH & EDL FACS Rate/Coupon: 5% Matures: 07/01/2029 Filer comment: No longer heldNone (or less than $1,001)
  • GRIFFON CORP SER B NOTE Rate/Coupon: 5.75% Matures: 03/01/2028 Filer comment: No longer heldNone (or less than $1,001)
  • TREEHOUSE FOODS INC NOTE Rate/Coupon: 4% Matures: 09/01/2028 Filer comment: No longer heldNone (or less than $1,001)
  • SYNCHRONY FINANCIAL NOTE Rate/Coupon: 4.375% Matures: 03/19/2024 Filer comment: No longer heldNone (or less than $1,001)
  • WELLTOWER INC NOTE Rate/Coupon: 4.5% Matures: 01/15/2024 Filer comment: No longer heldNone (or less than $1,001)
  • TRAVEL PLUS LEISURE CO NOTE Rate/Coupon: 5.65% Matures: 04/01/2024 Filer comment: No Longer HeldNone (or less than $1,001)
  • MARVELL TECHNOLOGY GROUP LTD NOTE Rate/Coupon: 4.875 Matures: 06/22/2028 Filer comment: No longer heldNone (or less than $1,001)
  • FLEXTRONICS INTL LTD NOTE Rate/Coupon: 4.875% Matures: 5/12/2030 Filer comment: No longer heldNone (or less than $1,001)
  • TAPESTRY INC NOTE Rate/Coupon: 7.85% Matures: 11/27/2033 Filer comment: No longer heldNone (or less than $1,001)
  • FLEX LTD BOND Rate/Coupon: 4.875% Matures: 06/15/2029 Filer comment: No longer heldNone (or less than $1,001)
  • FORD MOTOR CREDIT COMPANY NOTE Rate/Coupon: 4.125% Matures: 08/17/2027 Filer comment: No longer heldNone (or less than $1,001)
  • HP INC NOTE Rate/Coupon: 3% Matures: 06/17/2027 Filer comment: No longer heldNone (or less than $1,001)
  • KB HOME NOTE Rate/Coupon: 4.8% Matures: 11/15/2029 Filer comment: No longer heldNone (or less than $1,001)
  • SCOTTS MIRACLE-GRO CO SER B NOTE Rate/Coupon: 4.5% Matures: 10/15/2029 Filer comment: No longer heldNone (or less than $1,001)
  • UNITED PARCEL SVCS INC NOTE Rate/Coupon: 3.05% Matures: 11/15/2027 Filer comment: No longer heldNone (or less than $1,001)
  • UNITED RENTALS NORTH AMER INC NOTE Rate/Coupon: 5.25% Matures: 01/15/2030 Filer comment: No longer heldNone (or less than $1,001)
  • CONNECTICUT ST HEALTH &EDL FA CS Rate/Coupon: 5% Matures: 07/01/2028 Filer comment: No longer heldNone (or less than $1,001)
  • JPMORGAN CHASE & CO BOND PERPETUAL (Floating Rate) Rate/Coupon: 6.1% Matures: 12/31/2049 Filer comment: No longer heldNone (or less than $1,001)
  • DELTA AIR LINES INC NOTE Rate/Coupon: 7.375% Matures: 01/15/2026 Filer comment: No longer heldNone (or less than $1,001)
  • NEW CANAAN CONN GO BDS SER. B 2021 Rate/Coupon: 4% Matures: 12/15/2028 Filer comment: No longer heldNone (or less than $1,001)
  • OXFORD CONN GO BDS SER. 2021 Rate/Coupon: 5% Matures: 08/01/2027 Filer comment: No longer heldNone (or less than $1,001)
  • FS KKR CAP CORP NOTE Rate/Coupon: 4.625% Matures: 07/15/2024 Filer comment: No longer heldNone (or less than $1,001)
  • FLY LEASING LTD NOTE Rate/Coupon: 5.25% Matures: 10/15/2024 Filer comment: No longer heldNone (or less than $1,001)
  • WELLS FARGO & CO BOND PERPETUAL (Floating Rate) Rate/Coupon: 5.9% Matures: 12/31/2049 Filer comment: No longer heldNone (or less than $1,001)
  • TRINITY INDS INC NOTE Rate/Coupon: 4.55% Matures: 10/01/2024 Filer comment: No longer heldNone (or less than $1,001)
  • SOUTHCENTRAL PA GEN AUTH REV BDS WELLSPAN HEALTH OBLIGATED GROUP SER.2014A Rate/Coupon: 5% Matures: 06/01/2029 Filer comment: No longer heldNone (or less than $1,001)
  • SERVICE PPTYS TR NOTE Rate/Coupon: 4.5% Matures: 3/15/2025 Filer comment: No longer heldNone (or less than $1,001)
  • PUBLIC PWR GENERATION AGY NEBRASKA REV REV REF BDS WHELAN ENERGY CTR UNIT 2 SER.2016 A Rate/Coupon: 5% Matures: 01/01/2034 Filer comment: No longer heldNone (or less than $1,001)
  • MICHIGAN FIN AUTH REV LOCAL GOVT LN Rate/Coupon: 5% Matures: 07/01/2029 Filer comment: No longer heldNone (or less than $1,001)
  • CONSTELLATION BRANDS INC NOTE Rate/Coupon: 4.75% Matures: 11/15/2024 Filer comment: No longer heldNone (or less than $1,001)
  • BK OF AMERICA CORP BOND PERPETUAL (Floating Rate) Rate/Coupon: 6.5% Floating Rate Matures: 12/31/2049 Filer comment: No longer heldNone (or less than $1,001)
  • BK OF AMERICA CORP MTN Rate/Coupon: 4.2% Matures: 08/26/2024 Filer comment: No longer heldNone (or less than $1,001)
  • Breckenridge Municipal Bond SMA Rate/Coupon: 5% Matures: 01/01/24-06/01/2037 Filer comment: Municipal bond strategy managed by Breckenridge Capital Advisors$1,000,001 - $5,000,000
  • Fidelity Money Market (Boston, MA) Type: Money Market Account$1,000,001 - $5,000,000
  • Citi Private Bank Account (New York, NY) Type: Checking$100,001 - $250,000
  • Direct Investments
  • Moonshots Capital Description : Private Equity (Austin, TX)$100,001 - $250,000
  • ASW Fund Description : Mortgage Lending (Yarmouth, ME)$1,000,001 - $5,000,000
  • TeleSoft-3 LP Company: TeleSoft-3 LP (Aspen, CO) Description: Venture Fund
  • TeleSoft-3 LP Description : Venture Fund (Aspen, CO)$1,000,001 - $5,000,000
  • StrataVision (Deep North) Description : Analytics Company (Foster City, CA) Filer comment: Deep North changed its name to StrataVision$1,001 - $15,000
  • Bitwise Asset Management Company: Bitwise Asset Management (San Francisco, CA) Description: Asset Manager$1,000,001 - $5,000,000
  • Elemental Cognition Description : Research and Technology (New York, NY)$500,001 - $1,000,000
  • Bedrock Learning/WOTR Inc. Description : Learning Software (Washington, DC)$500,001 - $1,000,000
  • Big Buck LLC Company: Big Buck LLC (Danville, PA) Description: Tree Harvesting$100,001 - $250,000
  • CD-Emerson Description: Commercial (Englewood, CO) Filer comment: Multi-Family Development in Englewood Colorado$1,000,001 - $5,000,000
  • SmithEllis Inc. Company: SmithEllisItems, Inc. (Delaware, DE) Description: Private Company Filer comment: Publishing Firm$15,001 - $50,000
  • Performance Systems Description : Staffing Firm (Fredericksburg, VA)$250,001 - $500,000
  • Illumio Description : Data Company (Sunnyvale, CA)$500,001 - $1,000,000
  • Rise of the Rest Seed Fund II Description : Private Equity (Reston, VA)$250,001 - $500,000
  • Confluence Investment Real Estate Description: Confluence Development (Englewood, CO) Filer comment: Multi-Family Development in Englewood Colorado$1,000,001 - $5,000,000
  • Merrill Private Wealth Management Account
  • BLACKSTONE REAL ESTATE INCOME TRUST INC Description: REIT (San Francisco, CA)$1,000,001 - $5,000,000
  • MACKAY MUNICIPAL OPPORTUNITIES ALLOCATION FUND B Description : Municipal Bond Fund (New York, NY)$1,000,001 - $5,000,000
  • Merrill Lynch (New York, NY) Type: Money Market Account$15,001 - $50,000
  • ALL AMERICAN PA LLC Company: ALL AMERICAN PA LLC (Pittsburgh, PA) Description: Principal ResidenceJoint
  • Principal Residence Description: Principal Residence (Pittsburgh, PA)Joint$1,000,001 - $5,000,000
  • DDM Rental Property II LLC Company: DDM Rental Property II LLC (Wilmington, DE) Description: Rental & Investment Property
  • Rental & Investment Property Description : Rental & Investment Property$1,000,001 - $5,000,000
  • Frosty Valley 3 LLC Company: Frosty Valley 3 LLC (Dallas, TX) Description: Dallas Rental & Investment Property
  • Dallas Rental & Investment Property Description: Dallas Rental & Investment Property (Dallas, TX)$5,000,001 - $25,000,000
  • DMDM, LLC Company: DMDM, LLC (CO, CO) Description: Ranch Investment PropertyJoint
  • Colorado Ranch Investment Property Description: Colorado Ranch Investment Property (Colorado, CO)Joint$25,000,001 - $50,000,000
  • Frosty Valley Farms LLC Company: Frosty Valley Farms LLC (PA, PA) Description: Working Farm/Residence/Rental
  • CCFN Muncy Columbia Financial Corp Filer comment: Bloomsburg, PA$250,001 - $500,000
  • Working Farm/Residence/Rental Description: Working Farm/Residence/Rental (Danville, PA)$1,000,001 - $5,000,000
  • FV BUS LLC Company: Coach Bus (Pittsburgh, PA) Description: Prevost
  • Coach Bus Description : Prevost$250,001 - $500,000
  • DC Residence Description: Residential Property (Washington, DC)Spouse$5,000,001 - $25,000,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
Jun 2, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Jun 27, 202625 days
May 27, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Jun 27, 202631 days
Mar 10, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Mar 25, 202615 days
Mar 3, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Mar 25, 202622 days
Feb 25, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Mar 25, 202628 days
Feb 24, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Mar 25, 202629 days
Feb 23, 2026The Goldman Sachs Group, Inc.GSPurchase$100,001 - $250,000Mar 25, 202630 days
Jan 23, 2026The Goldman Sachs Group, Inc.GSSale$1,000,001 - $5,000,000Feb 22, 202630 days
Jan 23, 2026The Goldman Sachs Group, Inc.GSSale (Full)$1,000,001 - $5,000,000Feb 21, 202629 days
Nov 28, 2025Bitwise Bitcoin ETF TrustBITBPurchase$50,001 - $100,000Dec 26, 202528 days
Nov 26, 2025Bitwise Bitcoin ETF TrustBITBPurchase$50,001 - $100,000Dec 26, 202530 days
Nov 25, 2025Bitwise Bitcoin ETF TrustBITBPurchase$15,001 - $50,000Nov 27, 20252 days
Nov 24, 2025Bitwise Bitcoin ETF TrustBITBPurchase$50,001 - $100,000Nov 27, 20253 days
Jul 30, 2025Delta Air Lines, Inc.DALSale$250,001 - $500,000Aug 2, 20253 days
May 6, 2025iShares Core S&P Small-Cap ETFIJRSale (Partial)$1,001 - $15,000Jun 4, 202529 days
May 6, 2025iShares Core S&P Small-Cap ETFIJRSale$1,001 - $15,000Jun 4, 202529 days
Apr 9, 2025Bitwise Bitcoin ETF TrustBITBPurchase$15,001 - $50,000Apr 30, 202521 days
Apr 7, 2025Bitwise Bitcoin ETF TrustBITBPurchase$15,001 - $50,000Apr 30, 202523 days
Apr 3, 2025Bitwise Bitcoin ETF TrustBITBPurchase$15,001 - $50,000Apr 30, 202527 days
Apr 2, 2025Oracle CorporationORCLSale$250,001 - $500,000May 1, 202529 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.