Congressional stock trades · Member
Virginia Foxx
Representative · NC-5 · Republican
610 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 Education and Workforce; House Committee on Oversight and Government Reform; House Committee on Rules.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-04-05 | 2021-03-29 | 372 ·>45 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-28 | 373 ·>45 | Joint | TSNTyson Foods, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-28 | 373 ·>45 | Joint | CAGConAgra Brands, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-04-05 | 2021-03-28 | 373 ·>45 | Joint | RRyder System, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-28 | 373 ·>45 | Joint | FLOFlowers Foods, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-04-05 | 2021-03-25 | 376 ·>45 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-24 | 377 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-23 | 378 ·>45 | Joint | Clearway Energy, Inc. Class A | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-04-05 | 2021-03-23 | 378 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-23 | 378 ·>45 | Joint | PMPhilip Morris International Inc | Sale | $100,001 - $250,000 | Clerk → |
| 2022-04-05 | 2021-03-22 | 379 ·>45 | Joint | GISGeneral Mills, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-04-05 | 2021-03-21 | 380 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-14 | 387 ·>45 | Joint | PPLPPL Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2022-04-05 | 2021-03-10 | 391 ·>45 | Joint | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-08 | 393 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-08 | 393 ·>45 | Joint | Fidelity MSCI Health Care Index ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-08 | 393 ·>45 | Joint | Hartford Core Bond ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-08 | 393 ·>45 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-07 | 394 ·>45 | Joint | ORIOld Republic International Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-07 | 394 ·>45 | Joint | AEGAEGON N.V. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-07 | 394 ·>45 | Joint | HTGCHercules Capital, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-04 | 397 ·>45 | Joint | CAGConAgra Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-04 | 397 ·>45 | Joint | HTGCHercules Capital, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-24 | 11 | Joint | FLOFlowers Foods, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-24 | 11 | Joint | MFCManulife Financial Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-24 | 11 | Joint | ADMArcher-Daniels-Midland Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-24 | 11 | Joint | MSFTMicrosoft Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-24 | 11 | Joint | Discovery, Inc. - Series A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-22 | 13 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-17 | 18 | Joint | AMAntero Midstream Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2022-03-07 | 2022-02-17 | 18 | Joint | KMIKinder Morgan, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-03-07 | 2022-02-16 | 19 | Joint | OXBROxbridge Re Holdings limited - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-15 | 20 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-15 | 20 | Joint | AEGAEGON N.V. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-15 | 20 | Joint | Schwab US Aggregate Bond ETF | Sale | $50,001 - $100,000 | Clerk → |
| 2022-03-07 | 2022-02-15 | 20 | Joint | Phillips 66 Partners LP Common units representing limited partner interest in the Partnership | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-14 | 21 | Joint | PPLPPL Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-14 | 21 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-14 | 21 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-11 | 24 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-10 | 25 | Joint | AMAntero Midstream Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-10 | 25 | Joint | GISGeneral Mills, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-03-07 | 2022-02-04 | 31 | Joint | FLOFlowers Foods, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-04 | 31 | Joint | TSNTyson Foods, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-07 | 2022-02-02 | 33 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-07 | 2022-02-02 | 33 | Joint | Phillips 66 Partners LP Common units representing limited partner interest in the Partnership | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-31 | 4 | Joint | FSPFranklin Street Properties Corp. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-02-04 | 2022-01-28 | 7 | Joint | NHINational Health Investors, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-02-04 | 2022-01-27 | 8 | Joint | ILPTIndustrial logistics Properties Trust - Common Shares of Beneficial Interest | Sale | $50,001 - $100,000 | Clerk → |
| 2022-02-04 | 2022-01-26 | 9 | Joint | TAT&T Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-25 | 10 | Joint | ADMArcher-Daniels-Midland Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-24 | 11 | Joint | BXMTBlackstone Mortgage Trust, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-02-04 | 2022-01-24 | 11 | Joint | Phillips 66 Partners LP Common units representing limited partner interest in the Partnership | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-24 | 11 | Joint | CAGConAgra Brands, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-24 | 11 | Joint | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-24 | 11 | Joint | ADMArcher-Daniels-Midland Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-24 | 11 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-21 | 14 | Joint | NFGNational Fuel gas Company | Sale | $50,001 - $100,000 | Clerk → |
| 2022-02-04 | 2022-01-21 | 14 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-21 | 14 | Joint | FSPFranklin Street Properties Corp. | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-02-04 | 2022-01-20 | 15 | Joint | OLPOne liberty Properties, Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-02-04 | 2022-01-18 | 17 | Joint | BXMTBlackstone Mortgage Trust, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-14 | 21 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-11 | 24 | Joint | PMPhilip Morris International Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-11 | 24 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-06 | 29 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-03 | 32 | Joint | AVGOBroadcom Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-03 | 32 | Joint | CAGConAgra Brands, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-02-04 | 2022-01-03 | 32 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-04 | 2022-01-03 | 32 | Joint | Fidelity MSCI Health Care Index ETF | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-05 | 2021-12-25 | 11 | Joint | Sculptor Capital Management, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-05 | 2021-12-23 | 13 | Joint | BPBP p.l.c. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-01-05 | 2021-12-20 | 16 | Joint | Sculptor Capital Management, Inc. Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2022-01-05 | 2021-12-20 | 16 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-05 | 2021-12-16 | 20 | Joint | Schwab U.S. REIT ETF | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-01-05 | 2021-12-13 | 23 | Joint | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-30 | 3 | Joint | PBAPembina Pipeline Corp. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-26 | 7 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-03 | 2021-11-26 | 7 | Joint | BXMTBlackstone Mortgage Trust, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-12-03 | 2021-11-23 | 10 | Joint | PMPhilip Morris International Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-19 | 14 | Joint | ILPTIndustrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-19 | 14 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-15 | 18 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-15 | 18 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-11 | 22 | Joint | AMAntero Midstream Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-08 | 25 | Joint | NHINational Health Investors, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-04 | 29 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-03 | 2021-11-02 | 31 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-02 | 2021-10-26 | 7 | Joint | Sculptor Capital Management, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-02 | 2021-10-25 | 8 | Joint | Sculptor Capital Management, Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-11-02 | 2021-10-13 | 20 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-02 | 2021-10-08 | 25 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-02 | 2021-10-08 | 25 | Joint | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-02 | 2021-10-07 | 26 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-02 | 2021-10-07 | 26 | Joint | Duke Energy Corporation 5.125% Junior Subordinated Debentures due 2073 | Sale | $50,001 - $100,000 | Clerk → |
| 2021-11-02 | 2021-10-04 | 29 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-04 | 2021-09-28 | 6 | Joint | PMPhilip Morris International Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-04 | 2021-09-27 | 7 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-04 | 2021-09-13 | 21 | Joint | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-04 | 2021-09-10 | 24 | Joint | ILPTIndustrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-03 | 2021-08-16 | 18 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-03 | 2021-08-13 | 21 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-03 | 2021-08-11 | 23 | Joint | AMAntero Midstream Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-03 | 2021-08-09 | 25 | Joint | BXMTBlackstone Mortgage Trust, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-09-03 | 2021-08-09 | 25 | Joint | PBAPembina Pipeline Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-03 | 2021-08-09 | 25 | Joint | XOMExxon Mobil Corporation | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-09-03 | 2021-08-09 | 25 | Joint | NHINational Health Investors, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-03 | 2021-08-06 | 28 | Joint | NHINational Health Investors, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-03 | 2021-08-03 | 31 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-02 | 2021-07-12 | 21 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-02 | 2021-07-12 | 21 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-02 | 2021-07-09 | 24 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-02 | 2021-07-01 | 32 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-02 | 2021-06-21 | 11 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-03 | 2021-05-27 | 7 | Joint | NHINational Health Investors, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-03 | 2021-05-27 | 7 | Joint | Tribune Publishing Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-03 | 2021-05-17 | 17 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-03 | 2021-05-13 | 21 | Joint | AMAntero Midstream Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-03 | 2021-05-13 | 21 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-03 | 2021-05-12 | 22 | Joint | NHINational Health Investors, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-03 | 2021-05-04 | 30 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-03 | 2021-05-03 | 31 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-04-19 | 16 | Joint | NHINational Health Investors, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-05 | 2021-04-13 | 22 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-04-09 | 26 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-04-09 | 26 | Joint | AMAntero Midstream Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-05-05 | 2021-04-08 | 27 | Joint | Clearway Energy, Inc. Class A | Sale | $100,001 - $250,000 | Clerk → |
| 2021-05-05 | 2021-04-08 | 27 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-05 | 2021-04-05 | 30 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-29 | 9 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-07 | 2021-03-26 | 12 | Joint | WMTWalmart Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-04-07 | 2021-03-16 | 22 | Joint | Clearway Energy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-03 | 2021-02-26 | 5 | Joint | PMPhilip Morris International Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-23 | 8 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-19 | 12 | Joint | ILPTIndustrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-03 | 2021-02-19 | 12 | Joint | PMPhilip Morris International Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-18 | 13 | Joint | Tribune Publishing Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-18 | 13 | Joint | AMAntero Midstream Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-18 | 13 | Joint | ILPTIndustrial logistics Properties Trust - Common Shares of Beneficial Interest | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-12 | 19 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-03 | 2021-02-10 | 21 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-03 | 2021-02-10 | 21 | Joint | PAAPlains All American Pipeline, L.P. - Common units representing limited Partner Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-03 | 2021-02-08 | 23 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-03 | 2021-02-02 | 29 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-03 | 2021-02-01 | 30 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-01 | 2021-01-15 | 17 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-01 | 2021-01-12 | 20 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-01 | 2021-01-08 | 24 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-01 | 2021-01-05 | 27 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-08 | 2020-12-29 | 10 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-08 | 2020-12-22 | 17 | Joint | OLPOne liberty Properties, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-08 | 2020-12-21 | 18 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-08 | 2020-12-18 | 21 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-08 | 2020-12-17 | 22 | Joint | TAT&T Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-08 | 2020-12-16 | 23 | Joint | Clearway Energy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-08 | 2020-12-08 | 31 | Joint | MOAltria group, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-01-08 | 2020-12-08 | 31 | Joint | LANDGladstone land Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-08 | 2020-12-07 | 32 | Joint | Clearway Energy, Inc. Class A | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2020-12-02 | 2020-11-13 | 19 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-02 | 2020-11-10 | 22 | Joint | CVICVR Energy Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2020-12-02 | 2020-11-02 | 30 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-30 | 7 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-12 | 25 | Joint | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-09 | 28 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-06 | 2020-10-02 | 35 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-05 | 2020-09-28 | 7 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-05 | 2020-09-16 | 19 | Joint | Clearway Energy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-05 | 2020-09-02 | 33 | Joint | LANDGladstone land Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-10-05 | 2020-09-01 | 34 | Joint | NFGNational Fuel gas Company | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-10-05 | 2020-09-01 | 34 | Joint | MOAltria group, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-10-05 | 2020-09-01 | 34 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-04 | 2020-08-31 | 4 | Joint | SOSouthern Company | Sale | $100,001 - $250,000 | Clerk → |
| 2020-09-04 | 2020-08-31 | 4 | Joint | DUKDuke Energy Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2020-09-04 | 2020-08-28 | 7 | Joint | WMTWalmart Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-09-04 | 2020-08-04 | 31 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-10 | 2020-07-31 | 10 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-10 | 2020-07-13 | 28 | Joint | GLDSPDR gold Trust | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-08-10 | 2020-07-10 | 31 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-08-10 | 2020-07-02 | 39 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-08 | 2020-06-22 | 16 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-08 | 2020-06-17 | 21 | Joint | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-08 | 2020-06-16 | 22 | Joint | Clearway Energy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-08 | 2020-06-09 | 29 | Joint | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-06 | 2020-05-14 | 23 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-06 | 2020-05-13 | 24 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-06 | 2020-05-05 | 32 | Joint | MFCManulife Financial Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-06-06 | 2020-05-04 | 33 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-04 | 2020-04-23 | 11 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-04 | 2020-04-16 | 18 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-04 | 2020-04-15 | 19 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-04 | 2020-04-13 | 21 | Joint | GlaxosmithKline PLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-05-04 | 2020-04-13 | 21 | Joint | CVICVR Energy Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-04 | 2020-04-09 | 25 | Joint | OLPOne liberty Properties, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-04 | 2020-04-02 | 32 | Joint | PPLPPL Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-01 | 2020-03-30 | 2 | Joint | BPBP p.l.c. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-01 | 2020-03-17 | 15 | Joint | Clearway Energy, Inc. Class a | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-01 | 2020-03-17 | 15 | Joint | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-01 | 2020-03-10 | 22 | Joint | CVICVR Energy Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-04-01 | 2020-03-09 | 23 | Joint | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-03 | 2020-02-13 | 19 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
52 assets with a value on the report filed 2026-05-15, 12 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) |
|---|---|---|---|
| ABBVAbbVie Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Stock | Member | $15,001 - $50,000 |
| AEPAmerican Electric Power Company, Inc. | Stock | Member | $1,001 - $15,000 |
| AMERICAN EXPRESS 4.3%25 | Other | Member | None |
| AMGNAmgen Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| Bank Rhode Island 5.05%25 | Other | Member | None |
| BMYBristol-Myers Squibb Company Common Stock | Stock | Member | None |
| CAPITAL ONE BANK 4.35% | Other | Member | $100,001 - $250,000 |
| CAPITAL ONE BANK U3% | Other | Member | None |
| CELTIC BANK CORP 4.7%27 | Other | Member | $100,001 - $250,000 |
| Dodge & Cox Income Fund - Class I | Fund | Member | $50,001 - $100,000 |
| DUKDuke Energy Corporation | Stock | Member | $1,001 - $15,000 |
| Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Stock | Member | $50,001 - $100,000 |
| ETEnergy Transfer LP Common Units | Stock | Member | $1 - $1,000 |
| Farmers Bank & Trust 5.05%25 | Other | Member | None |
| Fidelity MSCI Communication Services Index ETF | Fund | Member | $15,001 - $50,000 |
| Fidelity MSCI Materials Index ETF | Fund | Member | $15,001 - $50,000 |
| Flagstar Bank 4.9%25 | Other | Member | None |
| FLNGFLEX LNG Ltd. Ordinary Shares | Stock | Member | None |
| GREAT SOUTHERN BANK 4.5%25 | Other | Member | None |
| HTGCHercules Capital, Inc. | Stock | Member | $50,001 - $100,000 |
| Invesco BulletShares 2030 High Yield Corporate Bond ETF | Fund | Member | None |
| Invesco QQQ Trust, Series 1 | Fund | Member | $50,001 - $100,000 |
| Invesco S&P 500 Equal Weight Technology ETF | Fund | Member | $50,001 - $100,000 |
| JNJJohnson & Johnson Common Stock | Stock | Member | $1,001 - $15,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| NY LIFE - VAN ECK | Other | Member | $15,001 - $50,000 |
| NY LIFE - VAN ECK | Other | Member | $15,001 - $50,000 |
| PBAPembina Pipeline Corp. Ordinary Shares | Stock | Member | None |
| PIMCO Income Fund Insti Class | Fund | Member | $50,001 - $100,000 |
| PSAPublic Storage Common Stock | Stock | Member | $1,001 - $15,000 |
| Rental - 240 Rime Frost | Other | Member | $100,001 - $250,000 |
| Schwab 5-10 Year Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| Schwab Government Money Fund - Sweep Shares | Fund | Member | $250,001 - $500,000 |
| Schwab U.S. Broad Market ETF | Fund | Member | $50,001 - $100,000 |
| Schwab U.S. Large-Cap ETF | Fund | Member | $100,001 - $250,000 |
| Schwab Value Advantage Money Fund Ultra Shares | Fund | Member | $500,001 - $1,000,000 |
| SonicShares Global Shipping ETF | Fund | Member | $15,001 - $50,000 |
| Southern First Bank 4.75%25 | Other | Member | None |
| State Street Consumer Staples Select Sector SPDR ETF | Fund | Member | $1,001 - $15,000 |
| State Street Industrial Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Technology Select Sector SPDR ETF | Fund | Member | $50,001 - $100,000 |
| THE TORONTO-DO3.766% 25F | Other | Member | None |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Total Bond Market ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Total Stock Market ETF | Fund | Member | $50,001 - $100,000 |
| Vanguard Value ETF | Fund | Member | $100,001 - $250,000 |
| Wells Fargo Bank 4.9%25 | Other | Member | None |
| Wells Fargo Bank 5%25 | Other | Member | None |
How reports are read: holdings methodology.