Trade Volume by Year

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$2.79M Trade Volume

40 Total Trades

Top Traded Sectors

Communication Services 3
Health Care 2
Information Technology 1
Industrials 1
Energy 1

Trades

Click on a trade or stock for more details

Estimated excess return of the underlying stock since the transaction

Stock	Transaction	Filed	Traded	Description	Excess Return
-NEW YORK CITY NY MUNI WTR FINA 2ND GENERAL REV CALL 12/15/255% DUE 6/15/27 SGovernment Securities and Agency Debt	Sale$50,001 - $100,000	Feb 14, 2025	Jan 23, 2025	-	-
-FAIRFAX CNTY VA SER A GO 5% DUE 10/01/32Government Securities and Agency Debt	Purchase$100,001 - $250,000	Feb 14, 2025	Jan 22, 2025	-	-
-FLORIDA ST HEG FIN CORP REV DUE 7/1/52 SGovernment Securities and Agency Debt	Sale$1,001 - $15,000	Feb 14, 2025	Jan 2, 2025	-	-
-MISSISSIPPI ST REF GO P/R 10/1/27 5% DUE 10/1/31Government Securities and Agency Debt	Purchase$15,001 - $50,000	Jan 9, 2025	Dec 27, 2024	-	-
-CALIFORNIA ST GO CALL 12/1/27 4% DUE 12/1/47 SGovernment Securities and Agency Debt	Sale$1,001 - $15,000	Dec 12, 2024	Dec 2, 2024	-	-
-CALIFORNIA ST GO CALL 12/1/27 4% DUE 12/1/47 SGovernment Securities and Agency Debt	Sale$1,001 - $15,000	Jan 9, 2025	Dec 2, 2024	-	-
-MIAMI-DADE CNTY FL EDUCATIONAL FAC UNIV OF MI REV 5% DUE 4/1/31Government Securities and Agency Debt	Purchase$50,001 - $100,000	Dec 12, 2024	Nov 11, 2024	-	-
INTCINTEL CORPORATION - COMMON STOCKStock	Sale$1,001 - $15,000	Dec 12, 2024	Nov 8, 2024	-	-1.74%
UNPUNION PACIFIC CORPORATION COMMON STOCKStock	Sale$15,001 - $50,000	Dec 12, 2024	Nov 8, 2024	-	4.82%
-MICHIGAN ST FIN AUTH REVENUE REF- TRINIT REV VAR% DUE 12/1/2044Government Securities and Agency Debt	Sale$100,001 - $250,000	Nov 13, 2024	Oct 31, 2024	-	-
-DALLAS-FORT WORTH TX INTERNAT I DALLAS FOR REV 5% DUE 11/1/2032Government Securities and Agency Debt	Purchase$50,001 - $100,000	Oct 15, 2024	Sep 23, 2024	-	-
-MICHIGAN ST FIN AUTH REVENUE REF- TRINIT REV VAR% DUE 12/1/2044Government Securities and Agency Debt	Purchase$100,001 - $250,000	Sep 3, 2024	Aug 28, 2024	-	-
-BURKE CNTY GA DEV AUTH POLL CO REF- GEORGIA REV VAR% DUE 12/1/2049Government Securities and Agency Debt	Purchase$50,001 - $100,000	Sep 3, 2024	Aug 8, 2024	-	-
-SAN ANTONIO TX ELEC & GAS DUE 2/1/25Government Securities and Agency Debt	Sale$100,001 - $250,000	Aug 13, 2024	Jul 31, 2024	-	-
-ILLINOIS ST FIN AUTH REVENUE IL ST CLEA REF DUE 7/1/25 SGovernment Securities and Agency Debt	Sale$100,001 - $250,000	Aug 13, 2024	Jul 31, 2024	REVISION OF OWNERSHIP - PREVIO...	-
-SAN ANTONIO TX ELEC & GAS DUE 2/1/25Government Securities and Agency Debt	Sale$100,001 - $250,000	Aug 13, 2024	Jul 31, 2024	REVISION OF OWNERSHIP - PREVIO...	-
-ILLINOIS ST FIN AUTH REVENUE IL ST CLEA REF DUE 7/1/25 SGovernment Securities and Agency Debt	Sale$100,001 - $250,000	Aug 13, 2024	Jul 31, 2024	-	-
-FLORIDA ST HEG FIN CORP REV DUE 7/1/52 SGovernment Securities and Agency Debt	Sale$1,001 - $15,000	Aug 13, 2024	Jul 1, 2024	-	-
-CALIFORNIA ST GO CALL 12/01/2027 4% DUE 1/1/2047 SGovernment Securities and Agency Debt	Sale$1,001 - $15,000	Jul 3, 2024	Jun 3, 2024	-	-
CVXCHEVRON CORPORATION COMMON STOCKStock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 12, 2024	-	-11.35%
METAMETA PLATFORMS, INC. - CLASS A COMMON STOCKStock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 12, 2024	-	7.40%
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 12, 2024	-	1.65%
VZVERIZON COMMUNICATIONS INC. COMMON STOCKStock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 12, 2024	-	2.06%
-T ROWE PR MID-CAP VALUE-IOther	Sale$1,001 - $15,000	Jun 14, 2024	Apr 12, 2024	MUTUAL FUND...	-
-VANGUARD INTERNATIONAL VALUE FUND #46Other	Sale$1,001 - $15,000	Jun 14, 2024	Apr 12, 2024	MUTUAL FUND...	-
EWEDWARDS LIFESCIENCES CORPORATION COMMON STOCKStock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 11, 2024	-	-32.17%
TAT&T INC.Stock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 11, 2024	-	52.38%
USBU.S. BANCORP COMMON STOCKStock	Sale$1,001 - $15,000	Jun 14, 2024	Apr 11, 2024	-	-8.90%
-VANGUARD MID CAP ETF SOther	Sale$15,001 - $50,000	Jun 14, 2024	Apr 11, 2024	MUTUAL FUND...	-
CLFCLEVELAND-CLIFFS INC. COMMON STOCKStock	Purchase$50,001 - $100,000	Jun 14, 2024	Mar 28, 2024	-	-62.69%
-NEW JERSEY ST 19 GO EMER GO 5% DUE 6/1/2028Government Securities and Agency Debt	Purchase$50,001 - $100,000	Mar 11, 2024	Feb 21, 2024	-	-
-CONNECTICUT ST HLTH & EDUC REF SER M REV 5% DUE 7/1/24Government Securities and Agency Debt	Sale$100,001 - $250,000	Feb 13, 2024	Jan 24, 2024	-	-
-FLORIDA ST HSG FIN CORP REVENUE SOCIAL BON REV CALL 07/01/30 3% DUE 7/1/52 SGovernment Securities and Agency Debt	Sale$1,001 - $15,000	Feb 13, 2024	Jan 1, 2024	-	-
-CALIFORNIA ST GO CALL 12/01/2027 4% DUE 1/1/2047Government Securities and Agency Debt	Sale$1,001 - $15,000	Jan 12, 2024	Dec 1, 2023	-	-
-UNIV OF PITTSBURGH PA OF THE C PITT ASSET REV CALL 1/15/29 5%Government Securities and Agency Debt	Purchase$50,001 - $100,000	Dec 10, 2023	Nov 7, 2023	-	-
-CLIFTON TX HGR EDU FIN CORP ED IDEA PUBL I REV CALL 8/15/28 5%Government Securities and Agency Debt	Purchase$100,001 - $250,000	Dec 10, 2023	Nov 6, 2023	-	-
-WISCONSIN ST HLTH & EDUCTN ASCENSION REV 4% DUE 11/15/20233Government Securities and Agency Debt	Sale$100,001 - $250,000	Nov 5, 2023	Oct 19, 2023	-	-
-FLORIDA ST BRD OF EDU PUBLIC E CAPITAL OU GO 5% DUE 6/1/204Government Securities and Agency Debt	Sale$100,001 - $250,000	Nov 5, 2023	Oct 2, 2023	-	-
-MARYLAND ST STATE GO 5% DUE 6/1/31Corporate Securities (Bonds and Notes)	Purchase$50,001 - $100,000	Oct 11, 2023	Sep 13, 2023	BOND PURCHASE...	-
-NORTH CAROLINA ST TURNPIKE AUT BANS REV 5% DUE 2/1/24Government Securities and Agency Debt	Sale$15,001 - $50,000	Sep 12, 2023	Aug 24, 2023	-	-

Estimated Live Stock Portfolio

Ticker	Current Holding	Portfolio Allocation

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Net Worth

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Top Holdings

Disclosed Holdings

Ticker	Asset Type	Asset Name	Amount	Owner	Report Year	Filed

*These holdings are collected from annual financial disclosure statements. There are occasionally parsing errors, and it does not include recent transactions.

Fundrasing

Spending

Cash On Hand

Corporate PAC Donors

Ticker	Company Committee	Recipient Committee	Amount	Date	Party	Cycle

Proposed Legislation

Click on a row for more details

Title	Introduced	Latest Action Date	Area

Mike Kelly