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 |
|---|---|---|---|---|---|---|---|
| 2026-07-10 | 2026-06-30 | 10 | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-07-10 | 2026-06-18 | 22 | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-07-10 | 2026-06-18 | 22 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-06-02 | 2026-05-15 | 18 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-02 | 2026-02-13 | 17 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-02-06 | 2026-01-12 | 25 | Member | HTGCHercules Capital, Inc. Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2026-02-06 | 2026-01-12 | 25 | Member | PSAPublic Storage Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-05 | 2025-12-30 | 6 | Member | EFCEllington Financial Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-01 | 2025-11-19 | 12 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-01 | 2025-11-17 | 14 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-12-01 | 2025-11-14 | 17 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-30 | 6 | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-10-06 | 2025-09-25 | 11 | Member | HTGCHercules Capital, Inc. Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-10-06 | 2025-09-25 | 11 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-09-08 | 2025-08-19 | 20 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-09-08 | 2025-08-14 | 25 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2025-06-30 | 3 | Member | EFCEllington Financial Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-03 | 2025-06-24 | 9 | Member | ETEnergy Transfer LP Common Units | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-07-03 | 2025-06-24 | 9 | Member | BMYBristol-Myers Squibb Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2025-06-03 | 2025-05-20 | 14 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-06-03 | 2025-05-15 | 19 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-04 | 2025-03-31 | 4 | Member | EFCEllington Financial Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-04 | 2025-03-07 | 28 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-04-04 | 2025-03-07 | 28 | Member | ETEnergy Transfer LP Common Units | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-04-04 | 2025-03-07 | 28 | Member | PBAPembina Pipeline Corp. Ordinary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2025-04-04 | 2025-03-07 | 28 | Member | FLNGFLEX LNG Ltd. Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2025-04-04 | 2025-03-05 | 30 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-03 | 2025-02-19 | 12 | Member | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-03 | 2025-02-14 | 17 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-30 | 7 | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | ETEnergy Transfer LP Common Units | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | PBAPembina Pipeline Corp. Ordinary Shares | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | FLNGFLEX LNG Ltd. Ordinary Shares | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | DUKDuke Energy Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | BMYBristol-Myers Squibb Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | PSAPublic Storage Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sale | $50,001 - $100,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | AEPAmerican Electric Power Company, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-01-06 | 2024-12-06 | 31 | Member | ASCArdmore Shipping Corporation Common Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2024-12-11 | 2024-11-20 | 21 | Joint | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-11 | 2024-11-19 | 22 | Joint | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-11 | 2024-11-14 | 27 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-11 | 2024-11-01 | 40 | Joint | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-12 | 2024-10-23 | 20 | Joint | HTGCHercules Capital, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-10-21 | 2024-09-30 | 21 | Member | EFCEllington Financial Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-04 | 2024-08-20 | 15 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-04 | 2024-08-19 | 16 | Member | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-04 | 2024-08-14 | 21 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-09-04 | 2024-08-01 | 34 | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-11 | 26 | Member | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-09 | 28 | Member | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-08 | 29 | Member | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-05-21 | 16 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-05-20 | 17 | Member | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-05-15 | 22 | Member | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-05-02 | 35 | Member | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-05-01 | 36 | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-06-06 | 2024-05-01 | 36 | Member | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-06 | 2024-04-30 | 6 | Member | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-06 | 2024-04-16 | 20 | Member | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-06 | 2024-04-09 | 27 | Member | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-06 | 2024-04-02 | 34 | Member | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-10 | 2024-03-07 | 34 | Joint | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-10 | 2024-03-06 | 35 | Joint | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-04-10 | 2024-03-04 | 37 | Joint | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-28 | 8 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Sale | $50,001 - $100,000 | Clerk → |
| 2024-03-07 | 2024-02-27 | 9 | Joint | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-26 | 10 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-26 | 10 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-23 | 13 | Joint | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-23 | 13 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-23 | 13 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-21 | 15 | Joint | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-15 | 21 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-15 | 21 | Joint | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-09 | 27 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-07 | 29 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-05 | 31 | Joint | ASCArdmore Shipping Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-02 | 34 | Joint | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-02 | 34 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-03-07 | 2024-02-01 | 35 | Joint | HTGCHercules Capital, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-18 | 18 | Joint | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-17 | 19 | Joint | CRTCross Timbers Royalty Trust | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-17 | 19 | Joint | Schwab U.S. Large-Cap ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-17 | 19 | Joint | ETEnergy Transfer LP Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-16 | 20 | Joint | HTGCHercules Capital, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-16 | 20 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-16 | 20 | Joint | MOAltria Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-16 | 20 | Joint | ETEnergy Transfer LP Common Units | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-11 | 25 | Joint | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-02-05 | 2024-01-10 | 26 | Joint | MOAltria Group, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2024-02-05 | 2024-01-08 | 28 | Joint | Schwab U.S. Large-Cap ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-04 | 2023-12-19 | 16 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-04 | 2023-12-14 | 21 | Joint | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Exchange | $15,001 - $50,000 | Clerk → |
| 2024-01-04 | 2023-12-08 | 27 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-04 | 2023-12-04 | 31 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-29 | 6 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-28 | 7 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-28 | 7 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-28 | 7 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-15 | 20 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-10 | 25 | Joint | USD Partners LP Common Units representing limited partner interest | Sale | $1,001 - $15,000 | Clerk → |
| 2023-12-05 | 2023-11-02 | 33 | Joint | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-25 | 13 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-23 | 15 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-20 | 18 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-11 | 27 | Joint | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-03 | 35 | Joint | PAAPlains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Sale | $15,001 - $50,000 | Clerk → |
| 2023-11-07 | 2023-10-03 | 35 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-02 | 36 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-11-07 | 2023-10-02 | 36 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-06 | 2023-09-22 | 14 | Joint | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) | Sale | $15,001 - $50,000 | Clerk → |
| 2023-10-06 | 2023-09-21 | 15 | Joint | Vector Group Ltd. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-10-06 | 2023-09-21 | 15 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-06 | 2023-09-19 | 17 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-06 | 2023-09-19 | 17 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-06 | 2023-09-19 | 17 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-06 | 2023-09-18 | 18 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-10-06 | 2023-09-18 | 18 | Joint | Green Plains Partners LP - Common Units | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-05 | 2023-08-29 | 7 | Joint | TAKTakeda Pharmaceutical Company Limited American Depositary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-09-05 | 2023-08-16 | 20 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-09-05 | 2023-08-02 | 34 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-28 | 2023-07-11 | 17 | Joint | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-07 | 2023-06-30 | 7 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-07-07 | 2023-06-20 | 17 | Joint | DUKE ENERGY C 5.75% PFD SER A | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-26 | 7 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Sale | $50,001 - $100,000 | Clerk → |
| 2023-06-02 | 2023-05-19 | 14 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-17 | 16 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-17 | 16 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-16 | 17 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-16 | 17 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-10 | 23 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-08 | 25 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-02 | 31 | Joint | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-01 | 32 | Joint | CRTCross Timbers Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-06-02 | 2023-05-01 | 32 | Joint | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-01 | 2023-04-03 | 28 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-31 | 4 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-24 | 11 | Joint | PAAPlains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-04-04 | 2023-03-22 | 13 | Joint | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-17 | 18 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-10 | 25 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-08 | 27 | Joint | Schwab US Dividend Equity ETF | Sale | $50,001 - $100,000 | Clerk → |
| 2023-04-04 | 2023-03-07 | 28 | Joint | BCCBoise Cascade, L.L.C. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-04-04 | 2023-03-07 | 28 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-02 | 33 | Joint | BCCBoise Cascade, L.L.C. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-04-04 | 2023-03-02 | 33 | Joint | iShares Preferred and Income Securities ETF | Sale | $50,001 - $100,000 | Clerk → |
| 2023-04-04 | 2023-03-01 | 34 | Joint | Kellogg Company | Sale | $50,001 - $100,000 | Clerk → |
| 2023-04-04 | 2023-03-01 | 34 | Joint | GSKGSK plc American Depositary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-24 | 7 | Joint | BCCBoise Cascade, L.L.C. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-03-03 | 2023-02-21 | 10 | Joint | Marathon Oil Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-03 | 2023-02-16 | 15 | Joint | CFCF Industries Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-03-03 | 2023-02-16 | 15 | Joint | TAKTakeda Pharmaceutical Company Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-15 | 16 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-15 | 16 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-03-03 | 2023-02-01 | 30 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-17 | 17 | Joint | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-03 | 2023-01-04 | 30 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-12-30 | 4 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-12-30 | 4 | Joint | Hess Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2023-01-03 | 2022-12-29 | 5 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-12-09 | 25 | Joint | iShares Preferred and Income Securities ETF | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-12-09 | 25 | Joint | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-12-09 | 25 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-12-08 | 26 | Joint | iShares Preferred and Income Securities ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-12-06 | 28 | Joint | MOAltria Group, Inc. | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-01-03 | 2022-12-05 | 29 | Joint | Marathon Oil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-31 | 278 ·>45 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-31 | 278 ·>45 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-30 | 279 ·>45 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-29 | 280 ·>45 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-28 | 281 ·>45 | Joint | CAGConAgra Brands, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-01-03 | 2022-03-28 | 281 ·>45 | Joint | TSNTyson Foods, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-28 | 281 ·>45 | Joint | RRyder System, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-28 | 281 ·>45 | Joint | FLOFlowers Foods, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-01-03 | 2022-03-25 | 284 ·>45 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-24 | 285 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-23 | 286 ·>45 | Joint | PMPhilip Morris International Inc | Sale | $100,001 - $250,000 | Clerk → |
| 2023-01-03 | 2022-03-23 | 286 ·>45 | Joint | Clearway Energy, Inc. Class A | Purchase | $50,001 - $100,000 | Clerk → |
| 2023-01-03 | 2022-03-23 | 286 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-22 | 287 ·>45 | Joint | GISGeneral Mills, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2023-01-03 | 2022-03-21 | 288 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-14 | 295 ·>45 | Joint | PPLPPL Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2023-01-03 | 2022-03-10 | 299 ·>45 | Joint | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-08 | 301 ·>45 | Joint | Fidelity MSCI Health Care Index ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-08 | 301 ·>45 | Joint | Hartford Core Bond ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-08 | 301 ·>45 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-08 | 301 ·>45 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-07 | 302 ·>45 | Joint | AEGAEGON N.V. | Sale | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-07 | 302 ·>45 | Joint | HTGCHercules Capital, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-01-03 | 2022-03-07 | 302 ·>45 | Joint | ORIOld Republic International Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-04 | 305 ·>45 | Joint | CAGConAgra Brands, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-01-03 | 2022-03-04 | 305 ·>45 | Joint | HTGCHercules Capital, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
41 assets with a value on the report filed 2020-07-17, 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) |
|---|---|---|---|
| TAT&T Inc. | Stock | Joint | $50,001 - $100,000 |
| Athene Annuity | Other | Joint | $100,001 - $250,000 |
| Athene Deferred Comp Annuity | Other | Joint | $250,001 - $500,000 |
| BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D) | Stock | Joint | None |
| BPBP p.l.c. | Stock | Joint | $100,001 - $250,000 |
| Clearway Energy, Inc. Class A | Stock | Joint | $100,001 - $250,000 |
| CNX Midstream Partners LP Common Units representing limited partner interests | Stock | Joint | None |
| CVICVR Energy Inc. | Stock | Joint | $50,001 - $100,000 |
| DISCOVER BANK - CD 1.55 | Other | Joint | None |
| DISCOVER BANK - CD 2.05% | Other | Joint | $50,001 - $100,000 |
| Domtar Corporation | Stock | Joint | None |
| DUKDuke Energy Corporation | Stock | Joint | $100,001 - $250,000 |
| Duke Energy Corporation 5.125% Junior Subordinated Debentures due 2073 | Stock | Joint | $50,001 - $100,000 |
| Energy Transfer Partners | Other | Joint | None |
| EPDEnterprise Products Partners L.P. | Stock | Joint | $100,001 - $250,000 |
| GlaxoSmithKline PLC | Stock | Joint | $100,001 - $250,000 |
| Goldman Sachs - CD 2.25%21 | Other | Joint | $50,001 - $100,000 |
| HESMHess Midstream LP Class A Share | Stock | Joint | None |
| MFCManulife Financial Corporation | Stock | Joint | $50,001 - $100,000 |
| MSBMesabi Trust | Stock | Joint | None |
| Amount owed to the filer (debtor not shown) | Other | Joint | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Joint | $100,001 - $250,000 |
| NY Life - Van Eck | Other | Spouse | $15,001 - $50,000 |
| NY Life - Van Eck | Other | Member | $15,001 - $50,000 |
| OLPOne Liberty Properties, Inc. | Stock | Joint | $50,001 - $100,000 |
| PBAPembina Pipeline Corp. Ordinary Shares | Stock | Joint | $50,001 - $100,000 |
| PPLPPL Corporation | Stock | Joint | $100,001 - $250,000 |
| Rental - 11468 Hwy 105 (3 Acres land and home) | Other | Joint | $50,001 - $100,000 |
| Rental - 11468 Hwy 105 (6 Acres Land) | Other | Joint | $15,001 - $50,000 |
| Rental - 11470 Hwy 105 | Other | Joint | $50,001 - $100,000 |
| Rental - 11853 Hwy 105 | Other | Joint | $100,001 - $250,000 |
| Rental - 240 Rime Frost (2 Acres land and home) | Other | Joint | $100,001 - $250,000 |
| Schwab One Checking Account | Other | Joint | $1,001 - $15,000 |
| SCHWAB S&P 500 INDEX FD | Fund | Joint | $50,001 - $100,000 |
| Schwab US Aggregate Bond ETF | Stock | Joint | $100,001 - $250,000 |
| SOSouthern Company | Stock | Joint | $100,001 - $250,000 |
| Spark Energy, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred | Stock | Joint | $50,001 - $100,000 |
| Truliant Federal CU | Other | Joint | $1 - $1,000 |
| Umpqua Bank - CD 1.9% | Other | Joint | $50,001 - $100,000 |
| Wells Fargo & Co - CD 3.5% 23 | Other | Joint | $100,001 - $250,000 |
| Xerox Corporation Common Stock Ex-Distribution When Issued | Stock | Joint | None |
How reports are read: holdings methodology.