| Sep 16, 2026 |
DELL INTL LLC/EMC CORP
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Oct 7, 2026 (Senate) |
| Sep 15, 2026 |
DELL INTL LLC/EMC CORP
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Oct 7, 2026 (Senate) |
| Aug 18, 2026 |
TRANSCANADA PIPELINES LTD SER 2026-A
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Sep 9, 2026 (Senate) |
| Jul 24, 2026 |
Hasbro Inc Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Aug 10, 2026 (Senate) |
| Jul 24, 2026 |
Freeport McMoran
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Aug 10, 2026 (Senate) |
| Jul 7, 2026 |
Venus Tex Independent Sch Dist
(Government security)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Aug 10, 2026 (Senate) |
| Jun 24, 2026 |
Cheniere Energy Partners L P Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jul 9, 2026 (Senate) |
| Jun 16, 2026 |
EVERSOURCE ENERGY SER A NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jul 9, 2026 (Senate) |
| Jun 16, 2026 |
NISOURCE INC NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jul 9, 2026 (Senate) |
| May 6, 2026 |
EXPEDIA GROUP INC NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jun 12, 2026 (Senate) |
| Apr 13, 2026 |
BLACKSTONE SECD LENDING FD NOTE
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 6, 2026 (Senate) |
| Apr 10, 2026 |
ATHENE HOLDING LTD BOND
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 6, 2026 (Senate) |
| Apr 10, 2026 |
Nationwide Finl Svcs Inc Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 6, 2026 (Senate) |
| Mar 30, 2026 |
AMZN Amazon.com, Inc. - Common Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 30, 2026 |
GOOG Alphabet Inc. - Class C Capital Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 30, 2026 |
ERIE Erie Indemnity Company - Class A Common Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 30, 2026 |
MSFT Microsoft Corporation - Common Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 30, 2026 |
MU Micron Technology, Inc. - Common Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 27, 2026 |
ERIE Erie Indemnity Company - Class A Common Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 27, 2026 |
MSFT Microsoft Corporation - Common Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 27, 2026 |
T AT&T Inc.
(Stock)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Mar 11, 2026 |
Concentrix Corp Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Apr 3, 2026 (Senate) |
| Feb 18, 2026 |
PARAMOUNT GLOBAL BOND
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Mar 5, 2026 (Senate) |
| Feb 4, 2026 |
Celanese US Hldgs LLC Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Mar 5, 2026 (Senate) |
| Feb 3, 2026 |
V F CORP NOTE CALL MAKE WHOLE
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Mar 5, 2026 (Senate) |
| Dec 22, 2025 |
Steel Dynamics Inc Ser B Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jan 6, 2026 (Senate) |
| Nov 18, 2025 |
GXO LOGISTICS INCORPORATED
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Dec 12, 2025 (Senate) |
| Sep 19, 2025 |
ELEVANCE HEALTH INC NOTE
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Oct 7, 2025 (Senate) |
| Sep 9, 2025 |
ARES CAPITAL CORP NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Oct 7, 2025 (Senate) |
| Sep 4, 2025 |
ARES CAPITAL CORP NOTE
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Oct 7, 2025 (Senate) |
| Aug 27, 2025 |
VENUS TEX INDPT SCH DIST
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Sep 4, 2025 (Senate) |
| Aug 26, 2025 |
Dell Inc Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Sep 4, 2025 (Senate) |
| Aug 26, 2025 |
Leidos Inc Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Sep 4, 2025 (Senate) |
| Jun 17, 2025 |
JPMORGAN CHASE & CO
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 15, 2026 (Senate) |
| May 15, 2025 |
GOOG Alphabet Inc. - Class C Capital Stock
(Stock)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jun 9, 2025 (Senate) |
| May 5, 2025 |
HASBRO INC NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Jun 9, 2025 (Senate) |
| Apr 24, 2025 |
BAKER HUGHES HLDGS LLC
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
late |
Report filed May 15, 2026 (Senate) |
| Apr 24, 2025 |
FIRST CTZNS BANCSHARES INC N C
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
late |
Report filed May 15, 2026 (Senate) |
| Apr 23, 2025 |
Nokia Corp Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 15, 2025 (Senate) |
| Apr 22, 2025 |
Florida Pwr & Lt Co Bond
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 15, 2025 (Senate) |
| Apr 22, 2025 |
Kinder Morgan Inc
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 15, 2025 (Senate) |
| Apr 22, 2025 |
Viatris Inc Ser B Note
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed May 15, 2025 (Senate) |
| Feb 18, 2025 |
ARES CAPITAL CORP NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Mar 12, 2025 (Senate) |
| Feb 18, 2025 |
TRANSCANADA TRUST SER 2016-A
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Mar 12, 2025 (Senate) |
| Feb 6, 2025 |
National Fin Auth N H Fed Lease
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Mar 12, 2025 (Senate) |
| Jan 29, 2025 |
ENSTAR FINANCE LLC NOTE
(Corporate bond or note)
|
Sale |
Dependent child |
$1,001 to $15,000 |
|
Report filed Feb 7, 2025 (Senate) |
| Jan 13, 2025 |
BANK NEW YORK MELLON CORP BOND
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Feb 7, 2025 (Senate) |
| Jan 13, 2025 |
CELANESE US HLDGS LLC NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Feb 7, 2025 (Senate) |
| Jan 13, 2025 |
ELEVANCE HEALTH INC NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Feb 7, 2025 (Senate) |
| Jan 13, 2025 |
SEMPRA NOTE
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Feb 7, 2025 (Senate) |
| Jan 13, 2025 |
PARAMOUNT GLOBAL BOND
(Corporate bond or note)
|
Purchase |
Dependent child |
$1,001 to $15,000 |
|
Report filed Feb 7, 2025 (Senate) |