Congressional stock trades · Member
Suzan K. DelBene
Representative · WA-1 · Democrat
416 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Ways and Means.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | 2026-08-20 | 25 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-08-21 | 2026-08-07 | 14 | Joint | Washington ST 5% Go Utx Due 08/01/30 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-08-21 | 2026-08-06 | 15 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2026-08-21 | 2026-08-06 | 15 | Joint | California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-08-11 | 2026-07-23 | 19 | Joint | Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-11 | 2026-05-28 | 14 | Joint | Pacific Co B1 Bond - Trimble 05/29/28 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-05-26 | 2026-05-04 | 22 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-26 | 2026-05-04 | 22 | Joint | Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-05-08 | 2026-04-30 | 8 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-28 | 2026-04-09 | 19 | Joint | Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-04-28 | 2026-04-01 | 27 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-03-12 | 2026-02-23 | 17 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-01-23 | 2026-01-13 | 10 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-01-23 | 2026-01-06 | 17 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2037 | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-01-23 | 2026-01-06 | 17 | Joint | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale | $250,001 - $500,000 | Clerk → |
| 2026-01-12 | 2025-12-17 | 26 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-21 | 17 | Joint | Washington ST MTR Veh Fuel Tax Related 5.00 % Due Aug 1, 2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-12-08 | 2025-11-19 | 19 | Joint | Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-12-08 | 2025-11-18 | 20 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-08 | 2025-11-18 | 20 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-11-12 | 2025-10-30 | 13 | Joint | Maryland ST Dept TR 5%27 Comb Tax Due 11/01/27 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-11-12 | 2025-10-28 | 15 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-30 | 2025-10-01 | 29 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-13 | 2025-09-30 | 13 | Joint | Pacific Co B1 Bond - San Marcos 10/4/27 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-09-28 | 2025-09-12 | 16 | Joint | Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-09-28 | 2025-09-12 | 16 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-09-28 | 2025-09-10 | 18 | Joint | Tennessee Energy Ac 5%35 Edr Idr Due Dec 1, 2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-08-29 | 2025-08-08 | 21 | Joint | Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-08-29 | 2025-08-08 | 21 | Joint | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-08-09 | 2025-07-31 | 9 | Joint | Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New York New Y CI 2.6%26 Mult HSG Due 05/01/26 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-08-09 | 2025-07-16 | 24 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80 % Due Nov 1, 2040 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-07-17 | 2025-06-18 | 29 | Joint | University Kans Hos 4%36 SYST HLTH Due 03/01/36 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-07-17 | 2025-06-18 | 29 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00 % Due Sep 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Honolulu HI City & 4%32 Go Utx Due 10/01/32 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Spring TX Isd 4%31 Go Utx Due 08/15/31 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Triborough Bridge & 4%31 SPL Tax Due 11/15/31 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Michigan ST HSG Dev Auth Single Family 1.25 % Due Jun 1, 2027 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Colorado Health Fac 5%49 Hosp HLTH Due 08/01/49 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | New York New Y CI 2.6%26 Mult HSG Due 05/01/26 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-11 | 13 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-06-24 | 2025-06-04 | 20 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-06-24 | 2025-06-04 | 20 | Joint | University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-06-08 | 2025-05-29 | 10 | Joint | Pacific Co B1 Bond - Martha Gardens 06/01/2027 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-06-08 | 2025-05-27 | 12 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-08 | 2025-05-22 | 17 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-05-07 | 2025-04-16 | 21 | Joint | Wisconsin ST Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-05-07 | 2025-04-16 | 21 | Joint | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Triborough Bridge & Tunl 4% SPL Tax Due 11/15/31 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 | Sale | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New York New Y CI 2.6% Mult HSG Due 05/01/26 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Sales Tax Securitization Corp 5.00% Due Jan 1, 2031 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Michigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00% Due Mar 1, 2035 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New York NY City Transitional Fin 5.00% Due Feb 1, 2032 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Honolulu HI City & 4% Go Utx Due 10/01/32 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | Sale | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | New York NY City Transitional Fin 5.00 % Due Nov 1, 2027 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-04-10 | 2025-03-19 | 22 | Joint | UT ST Tran Auth 5% Excise Tax Due 06/15/36 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-03-26 | 2025-03-12 | 14 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-02-25 | 2025-02-12 | 13 | Joint | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2025-02-25 | 2025-02-12 | 13 | Joint | Ohio ST Higher Ed Go BDS Ser. 2025 A 5.00% Due May 1, 2036 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-02-09 | 2025-01-27 | 13 | Joint | TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-23 | 2024-12-09 | 14 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-21 | 2024-11-06 | 15 | Joint | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-21 | 2024-11-05 | 16 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85% Due Jan 1, 2032 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-11-21 | 2024-11-04 | 17 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-28 | 10 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-10-18 | 20 | Joint | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-11-07 | 2024-10-18 | 20 | Joint | New Jersey ST Transn TR FD Auth SYS BDS 5.00% Due Jun 15, 2035 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-10-04 | 2024-09-18 | 16 | Joint | Seattle WA MN LT PW 3.4% PWR Util Due 05/01/45 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-09-09 | 2024-08-31 | 9 | Joint | MSFTMicrosoft Corporation - Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2024-09-09 | 2024-08-29 | 11 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-09-09 | 2024-08-29 | 11 | Joint | UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-09-09 | 2024-08-23 | 17 | Joint | Seattle WA MN LT PW 0%45 PWR Util Due 05/01/45 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-23 | 2024-08-12 | 11 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-23 | 2024-08-06 | 17 | Joint | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-23 | 2024-08-05 | 18 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-06 | 2024-07-24 | 13 | Joint | TX Trans Commn TPK 5% TPK Tran Due 08/15/42 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-08-06 | 2024-07-24 | 13 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-07-11 | 2024-06-28 | 13 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-06-20 | 2024-05-22 | 29 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-06-10 | 2024-05-24 | 17 | Joint | Pacific Co B1 Bond - Villa del Sol | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-06-10 | 2024-05-22 | 19 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 1.20% Due Nov 1, 2040 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-06-10 | 2024-05-22 | 19 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-06-10 | 2024-05-17 | 24 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-03-08 | 2024-02-29 | 8 | Spouse | MSFTMicrosoft Corporation - Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2024-03-08 | 2024-02-21 | 16 | Joint | Seattle WA MN LT PW 3.55% PWR Util Due 05/01/45 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-03-08 | 2024-02-21 | 16 | Joint | Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-02-21 | 2024-02-13 | 8 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-21 | 2024-02-12 | 9 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-21 | 2024-02-05 | 16 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-21 | 2024-02-01 | 20 | Joint | Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-02-21 | 2024-02-01 | 20 | Joint | Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-02-21 | 2024-02-01 | 20 | Joint | New Jersey ST Transn TR FD Auth Transn 5.00% Due Dec 15, 2032 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-02-05 | 2024-01-31 | 5 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-02-05 | 2024-01-23 | 13 | Joint | Honolulu HI City & 4% Go Utx Due 10/01/32 | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-19 | 17 | Joint | New York N Y Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-04 | 18 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2024-01-03 | 19 | Joint | Seattle WA MN LT PW 0% PWR Util Due 05/01/45 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-12-23 | 2023-12-15 | 8 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00% Due Aug 1, 2026 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-12-23 | 2023-12-15 | 8 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-12-23 | 2023-12-08 | 15 | Joint | Prince Georges CNTY MD Go Consolidated 5.00% Due Jul 15, 2031 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-12-23 | 2023-12-08 | 15 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026 | Sale | $250,001 - $500,000 | Clerk → |
| 2023-12-23 | 2023-12-07 | 16 | Joint | Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-12-23 | 2023-12-05 | 18 | Joint | Triborough Bridge & Tunl Auth NY 4% SPL Tax Due 11/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-13 | 2023-11-16 | 27 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2027 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-26 | 2023-11-03 | 23 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due May 1, 2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-26 | 2023-11-01 | 25 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due Nov 1, 2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-11-08 | 2023-10-20 | 19 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-08 | 2023-10-16 | 23 | Joint | New York NY City Transitional Fin 5.00% Due Nov 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-29 | 11 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-10-10 | 2023-09-19 | 21 | Joint | United States Treas Bills Zero CPN 0.00% Due Mar 7, 2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-09-25 | 2023-09-06 | 19 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-31 | 11 | Spouse | MSFTMicrosoft Corporation | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-09-11 | 2023-08-30 | 12 | Spouse | MSFTMicrosoft Corporation | Sale | $250,001 - $500,000 | Clerk → |
| 2023-09-11 | 2023-08-28 | 14 | Joint | Prince Georges CNTY MD Go Consolidated 5.00 % Due Jul 15, 2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-09-11 | 2023-08-22 | 20 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-31 | 8 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-08-08 | 2023-07-28 | 11 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-08 | 2023-07-19 | 20 | Joint | US Treasury Bill US T Bill Due 01/11/24 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-07-25 | 2023-07-14 | 11 | Joint | Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due Jul 1, 2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-07 | 2023-06-29 | 8 | Joint | Philadelphia PA SCH Dist Go BDS Ser. F 5.00% Due Sep 1, 2027 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-23 | 2023-06-07 | 16 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-23 | 2023-06-06 | 17 | Joint | New Jersey ST Transn TR FD Auth Trans 5.00% Due Dec 15, 2032 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-06-23 | 2023-06-02 | 21 | Joint | New York NY Go BDS Ser. Fiscal 2015F 5.00% Due Jun 1, 2044 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-14 | 2023-03-01 | 105 ·>45 | Spouse | MSFT Common Stock | Sale | $250,001 - $500,000 | Clerk → |
| 2023-06-14 | 2022-08-30 | 288 ·>45 | Spouse | MSFT Common Stock | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2023-06-07 | 2023-05-31 | 7 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-07 | 2023-05-24 | 14 | Joint | Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-06-07 | 2023-05-23 | 15 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-06-07 | 2023-05-22 | 16 | Joint | Wise CNTY VA Indl Dev Auth Solid Waste 1.20 % Due Nov 1, 2040 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-06-07 | 2023-05-18 | 20 | Joint | NEW YORK NY GO BDS SER 05.00% 08/01/2030 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-06-07 | 2023-05-18 | 20 | Joint | Maricopa CNTY Ariz Uni SCH Dist No 69 5.00 % Due Jul 1, 2027 | Sale | $250,001 - $500,000 | Clerk → |
| 2023-06-07 | 2023-05-17 | 21 | Joint | Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-05-25 | 2023-05-03 | 22 | Joint | Spring TX Isd 4% Go Utx Due 08/15/31 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-06 | 2023-04-25 | 11 | Joint | Illinois ST Sales Tax Rev JR Oblig 4.00 % Due Jun 15, 2030 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-05-06 | 2023-04-20 | 16 | Joint | US Treasury Bill23 U S T Bill Due 10/19/23 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-05-06 | 2023-04-18 | 18 | Joint | Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-10 | 2023-03-30 | 11 | Joint | New York ST Dorm Auth Sales Tax Rev 5.00 % Due Mar 15, 2025 | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2023-04-10 | 2023-03-23 | 18 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-03-15 | 5 | Joint | North Dakota ST HSG Fin Agy Home MTG 1.85 % Due Jan 1, 2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-20 | 2023-03-07 | 13 | Joint | Sales Tax Securitization Corp 5.00 % Due Jan 1, 2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-07 | 2023-02-24 | 11 | Joint | Seattle WA MN LT 3.67% Util Due 05/01/45 | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-07 | 2023-02-16 | 19 | Joint | New York N Y City Transitional Fin 5.00 % Due Feb 1, 2032 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-19 | 2023-02-09 | 10 | Joint | King CNTY Wash LTD Tax Go Ref BDS Ser. 5.00 % Due Jul 1, 2024 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-02-19 | 2023-02-08 | 11 | Joint | New Jersey ST Transn TR FD Auth Transn 5.00 % Due Dec 15, 2032 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-02-19 | 2023-02-02 | 17 | Joint | Seattle WA MN LT PW PWR Util Due 05/01/45 | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-02-06 | 2023-01-27 | 10 | Joint | Arizona Indl Dev Auth Rev BDS Lincoln 5.00 % Due Nov 1, 2029 | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-02-06 | 2023-01-23 | 14 | Joint | Maryland ST Go BDS Ser. 2017 B 5.00 % Due Aug 1, 2026 | Purchase | $50,001 - $100,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
114 assets with a value on the report filed 2022-05-15, 5 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Alkeon Growth Partners LP | Other | Joint | $500,001 - $1,000,000 |
| Arizona Indl Dev Auth Rev BDS Lincoln 5.00% Due 5/1/26 | Bond | Joint | $500,001 - $1,000,000 |
| BalFour Place Investors, LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Berkeley Heights TWP N J BD NTS 2.00% Due 07/08/22 | Bond | Joint | $500,001 - $1,000,000 |
| Promissory Note to daughter and son-in-law's house remodel | Other | Joint | $250,001 - $500,000 |
| Promissory note to daughter and son-in-law's house | Other | Joint | $100,001 - $250,000 |
| Promissory note to son's house | Other | Joint | $500,001 - $1,000,000 |
| Colorado Health Fac 5% Hosp HLTH Due 08/01/49 | Bond | Joint | $500,001 - $1,000,000 |
| Columbia Pacific Income Fund II | Other | Joint | $5,000,001 - $25,000,000 |
| Columbia Pacific Income Fund II | Other | Member | $500,001 - $1,000,000 |
| Connecticut ST Go BDS 2018 5.00% Due 06/15/2030 | Bond | Joint | $500,001 - $1,000,000 |
| Crosslink Capital IX | Other | Joint | $250,001 - $500,000 |
| CT ST HSG Fa HSG 2.75%26 2.75 % Due May 15, 2026 | Bond | Joint | $250,001 - $500,000 |
| District Columbia Go BDS Ser. 2017D 5.00 % Due Jun 1, 2027 | Bond | Joint | $500,001 - $1,000,000 |
| EJF Specialty Finance Solutions Fund | Other | Joint | $15,001 - $50,000 |
| Energy Northwest Wash Elec 5.00% Due 7/1/2021 | Bond | Joint | None |
| Equilibrium WWOF II | Other | Joint | None |
| Fid Contra Pool CL3 | Fund | Member | $50,001 - $100,000 |
| Fid GR Co Pool CL3 | Fund | Spouse | $1,000,001 - $5,000,000 |
| Fidelity Gov't Sweep Money Fund | Other | Member | $15,001 - $50,000 |
| Fidelity Gov't Sweep Money Fund | Other | Joint | $50,001 - $100,000 |
| Fidelity Gov't Sweep Money Fund | Other | Joint | $5,000,001 - $25,000,000 |
| Fidelity Gov't Sweep Money Fund | Other | Spouse | $50,001 - $100,000 |
| Fidelity Gov't Sweep Money Fund | Other | Member | $50,001 - $100,000 |
| Fidelity Treasury Money Fund | Other | Joint | $50,001 - $100,000 |
| Florida HSG Fin Corp Homeowner MTG Rev 2.15% Due 07/01/2029 | Bond | Joint | $250,001 - $500,000 |
| Florida ST Constr Ref BDS Ser.2016 A 5.00 % Due Jul 1, 2021 | Bond | Joint | None |
| Global Partnerships SIF 5.0 (5.0% 3/25/23) | Other | Joint | $100,001 - $250,000 |
| Global Partnerships SIF 6.0 (2.75% September 2025) | Other | Joint | $250,001 - $500,000 |
| Goodwater Capital IV, LP | Other | Joint | $100,001 - $250,000 |
| Goodwater Infinity II, LP | Other | Joint | $250,001 - $500,000 |
| Condominium - Issaquah Wa (for Mother's use) | Other | Joint | $250,001 - $500,000 |
| Medina Residence | Other | Joint | $5,000,001 - $25,000,000 |
| Partial ownership of daughter and son-in-law's house | Other | Joint | $500,001 - $1,000,000 |
| Washington D.C. Residence | Other | Joint | $1,000,001 - $5,000,000 |
| Gryphon Mezzanine Partners | Other | Joint | $100,001 - $250,000 |
| Gryphon Mezzanine Partners II | Other | Joint | $250,001 - $500,000 |
| Gryphon Partners Fund V | Other | Joint | $1,000,001 - $5,000,000 |
| Gryphon Partners Fund VI | Other | Joint | $250,001 - $500,000 |
| Gryphon Partners IV | Other | Joint | $250,001 - $500,000 |
| Harbor International | Fund | Joint | $500,001 - $1,000,000 |
| Huntington Capital Fund III | Other | Joint | $100,001 - $250,000 |
| ID St Bldg Auth 5.00% Due 9/01/23 | Bond | Joint | $100,001 - $250,000 |
| Illinois HSG Dev Auth Rev BDS Ser. 1.7% Due 04/01/31 | Bond | Joint | $250,001 - $500,000 |
| Institutional Venture Partners XVII, LP | Other | Joint | $250,001 - $500,000 |
| Kentucky Economic Dev Fin Auth Rev Rev 2.70 % Due May 1, 2039 | Bond | Joint | None |
| Kimpact Evergreen Real Estate Fund | Other | Joint | $500,001 - $1,000,000 |
| Los Angeles CNTY Calif Tax and Rev 4.00% Due 06/30/22 | Bond | Joint | $500,001 - $1,000,000 |
| Los Angeles CNTY Calif Tax And Rev 4.00% Due 6/30/2021 | Bond | Joint | None |
| Madrona Investment Partners V, LP | Other | Spouse | $100,001 - $250,000 |
| Manning & Napier | Fund | Spouse | $100,001 - $250,000 |
| Maricopa CNTY Ariz Uni Sch Dist No 69 5.00% Due 07/01/27 | Bond | Joint | $250,001 - $500,000 |
| Maryland ST Dept TR 5.00% Due 10/01/26 | Bond | Joint | $500,001 - $1,000,000 |
| Maryland ST Go ST Local Facs BDS 5.00% Due 03/15/27 | Bond | Joint | $500,001 - $1,000,000 |
| Matthews Asia Dividend | Fund | Joint | $1,000,001 - $5,000,000 |
| Michigan ST HSG Dev Auth Single Family 1.25% Due 6/1/2027 | Bond | Joint | $500,001 - $1,000,000 |
| MSFTMicrosoft Corporation | Stock | Joint | None |
| MSFTMicrosoft Corporation | Stock | Spouse | None |
| ML Bank Deposit Program | Other | Joint | $5,000,001 - $25,000,000 |
| Montauk TriGuard Fund VIII | Other | Joint | $250,001 - $500,000 |
| Montgomery CN MD Go 5% Due 10/01/25 | Bond | Joint | None |
| New Jersey ST HSG & MTG Fin Agy 0.75% Due 5/1/2023 | Bond | Joint | $250,001 - $500,000 |
| New York NY Go BDS Ser. C 5.00% Due 08/01/2031 | Bond | Joint | $250,001 - $500,000 |
| New York NY Go BDS Ser. Fiscal 2008J 5.00% Due 08/01/26 | Bond | Joint | $500,001 - $1,000,000 |
| New York ST Dorm Auth Sales Tax Rev 5.00% Due 03/15/2025 | Bond | Joint | $250,001 - $500,000 |
| New York ST Dorm Auth ST Pers Income 5.00% Due 03/15/27 | Bond | Joint | $500,001 - $1,000,000 |
| Pacific Co B1 Bond - Garden Grove | Other | Joint | $100,001 - $250,000 |
| Pacific Co B1 Bond - Gilroy/Glen Loma | Other | Joint | $500,001 - $1,000,000 |
| Pacific Co B1 Bond - Santa Ana First Point I | Other | Joint | $250,001 - $500,000 |
| Pacific Co B1 Bond - Santa Ana First Point II | Other | Joint | $100,001 - $250,000 |
| Pacific Co B1 Bond - Santa Ana ME | Other | Joint | $250,001 - $500,000 |
| Pacific West Real Estate Income LLC | Other | Joint | $500,001 - $1,000,000 |
| Parametric Emerging Markets Fund | Fund | Joint | None |
| Pasco CNTY FL SB CO 0.00% Due 08/01/2032 | Bond | Joint | None |
| Philadelphia PA SCH Dist Go BDS 5.00% Due 09/01/2027 | Bond | Joint | $250,001 - $500,000 |
| PIMCO Total Return | Fund | Member | $15,001 - $50,000 |
| PIMCO Unconstrained Bond-Ins | Fund | Spouse | $1,000,001 - $5,000,000 |
| Reach III, LP | Other | Joint | $100,001 - $250,000 |
| Redwood Kairos Real Estate Fund IV | Other | Joint | $250,001 - $500,000 |
| Redwood Kairos Real Estate Fund VI | Other | Joint | $500,001 - $1,000,000 |
| Redwood Kairos Real Estate Fund VIII | Other | Joint | $500,001 - $1,000,000 |
| Round Rock Tex Indpt Sch Dist 5.00% Due 8/1/2025 | Bond | Joint | $500,001 - $1,000,000 |
| Sales Tax Securitization Corp 5.00% Due 01/01/27 | Bond | Joint | $250,001 - $500,000 |
| Sales Tax Securitization Corp 5.00% Due 01/01/31 | Bond | Joint | $250,001 - $500,000 |
| Seattle WA MN LT PW 0.00% PWR Util Due 05/01/2045 | Bond | Joint | $500,001 - $1,000,000 |
| Somerset CNTY NJ Bans Ser 2020 4.00% Due 09/09/2021 | Bond | Joint | None |
| SP 5819 Glisan LLC | Other | Joint | None |
| SP Augusta | Other | Joint | $250,001 - $500,000 |
| SP FountainGlen Venture, LLC | Other | Joint | $1 - $1,000 |
| SP Multi-Family Fund II | Other | Joint | $1 - $1,000 |
| SP Multi-Family Fund VI | Other | Joint | $250,001 - $500,000 |
| SP Nashville | Other | Joint | $100,001 - $250,000 |
| SP TriRock | Other | Joint | $250,001 - $500,000 |
| SPYSPDR S&P 500 | Stock | Spouse | $100,001 - $250,000 |
| SPYSPDR S&P 500 | Stock | Member | $100,001 - $250,000 |
| SPYSPDR S&P 500 | Stock | Member | $15,001 - $50,000 |
| Structure Capital | Other | Joint | $500,001 - $1,000,000 |
| TCG Private Select Partners | Other | Joint | $1,000,001 - $5,000,000 |
| TCG Private Select Partners II | Other | Joint | $1,000,001 - $5,000,000 |
| TCG Private Select Partners III | Other | Joint | $1,000,001 - $5,000,000 |
| Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 | Bond | Joint | $250,001 - $500,000 |
| Texas ST Tax Rev Antic NTS 4.00% Due 08/26/21 | Bond | Joint | $500,001 - $1,000,000 |
| TriLinc Global Impact Fund | Fund | Joint | $1,000,001 - $5,000,000 |
| University Minn GO Ref BDS Regents Ser. 5.00% Due 10/01/25 | Bond | Joint | $250,001 - $500,000 |
| Vanguard 1-5 Year US Bond Index | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard FTSE All-World Ex-US Index Fund Institutional | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard FTSE Emerging Markets ETF | Stock | Joint | $50,001 - $100,000 |
| Vanguard IS S&P 500 Index Tracker | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard IS S&P 500 Index Tracker | Fund | Member | $100,001 - $250,000 |
| Vanguard Mid-Cap Index Fund Admiral Shares | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vanguard S&P 500 Index | Fund | Spouse | $250,001 - $500,000 |
| Vanguard Small-Cap Index Fund Admiral Shares | Fund | Spouse | $1,000,001 - $5,000,000 |
| Vision Ridge Sustainable Asset Fund III | Other | Joint | $100,001 - $250,000 |
| Wolcott CT 1.25%22 Go Utx Due 08/23/22 | Bond | Joint | $500,001 - $1,000,000 |
How reports are read: holdings methodology.