David McCormick
GS Managed Structured Note Strategy S&P 500 Linked Note × 32 GS Managed Structured Note Strategy MSCI EAFE Linked Note × 25 BITB × 24 PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 × 10 PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 × 7 NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 × 7 view in graph
$5.4Mraised, 2026 cycle
$4.9Mspent
$1.1Mcash on hand
413trades · $88.6M est.
100%
disclosed on time · 1 late, worst 336d over
Committees
current Congress| Committee | Role | Industry oversight |
|---|---|---|
| Senate Special Committee on Aging | Majority member | — |
| Senate Committee on Foreign Relations | Majority member | — |
| Joint Economic Committee | Majority member | — |
| Senate Committee on Energy and Natural Resources | Majority member | energy materials |
| Senate Committee on Banking, Housing, and Urban Affairs | Majority member | financial |
Assignments from unitedstates/congress-legislators (full committees; subcommittees not shown). "Industry oversight" marks committees whose core jurisdiction covers a sector we map traded stocks to; trades below in those sectors carry an oversight badge.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $50K – $100K | Spouse | Aug 19, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $250K – $500K | Spouse | Aug 18, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 17, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 17, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 12, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 12, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Aug 11, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 10, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $250K – $500K | Spouse | Aug 10, 2026 | filing ↗ |
| NORTHERN YORK CNTY PA SCH DIST GEN Rate/Coupon: 5.25% Matures: 2051-11-15 | Buy | $250K – $500K | Self | Aug 6, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 5, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 5, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Aug 4, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Aug 4, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 3, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Aug 3, 2026 | filing ↗ |
| ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| DEL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 2026-10-01 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | Sell (partial) | $15K – $50K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | Sell (partial) | $15K – $50K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | Sell (partial) | $15K – $50K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | Sell (partial) | $15K – $50K | Spouse | Jul 31, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | Sell (partial) | $15K – $50K | Spouse | Jul 31, 2026 | filing ↗ |
| SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | Sell (partial) | $50K – $100K | Spouse | Jul 31, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | Sell | $100K – $250K | Spouse | Jul 31, 2026 | filing ↗ |
| ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | Sell (partial) | $250K – $500K | Spouse | Jul 30, 2026 | filing ↗ |
| ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-15 | Sell (partial) | $15K – $50K | Spouse | Jul 30, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | Sell (partial) | $50K – $100K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15 | Sell (partial) | $50K – $100K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | Sell (partial) | $50K – $100K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | Sell (partial) | $100K – $250K | Spouse | Jul 30, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Jul 28, 2026 | filing ↗ |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 2056-09-01 | Buy | $500K – $1M | Self | Jul 22, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Jul 21, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Jul 14, 2026 | filing ↗ |
| ALLEGHENY CNTY PA GO BDS SER. C Rate/Coupon: 5% Matures: 2054-12-01 | Buy | $500K – $1M | Self | Jul 14, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $250K – $500K | Spouse | Jul 8, 2026 | filing ↗ |
| POCONO MTN PA SCH DIST GEN OBLIG BDS Rate/Coupon: 5% Matures: 2051-06-15 | Buy | $250K – $500K | Self | Jul 8, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2028-12-01 | Buy | $100K – $250K | Spouse | Jun 30, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Sell (partial) | $15K – $50K | Spouse | Jun 29, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | Sell (partial) | $15K – $50K | Spouse | Jun 29, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | Sell (partial) | $15K – $50K | Spouse | Jun 29, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | Sell (partial) | $100K – $250K | Spouse | Jun 29, 2026 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | Sell (partial) | $100K – $250K | Spouse | Jun 29, 2026 | filing ↗ |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | Sell (partial) | $100K – $250K | Spouse | Jun 29, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | Sell (partial) | $100K – $250K | Spouse | Jun 29, 2026 | filing ↗ |
| ALLEGHENY CNTY PA SAN AUTH SWR REV BDS Rate/Coupon: 5% Matures: 2055-12-01 | Buy | $250K – $500K | Self | Jun 18, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Jun 2, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | May 27, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | Sell (partial) | $50K – $100K | Spouse | May 26, 2026 | filing ↗ |
| KING CNTY WASH DB Rate/Coupon: 5% Matures: 2032-01-01 | Sell (partial) | $15K – $50K | Spouse | May 26, 2026 | filing ↗ |
| NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 2028-04-01 | Sell | $250K – $500K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2029-12-01 | Sell (partial) | $50K – $100K | Spouse | May 26, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-12-01 | Sell (partial) | $50K – $100K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 2027-01-15 | Sell | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 2030-12-01 | Sell | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 2028-01-15 | Sell | $15K – $50K | Spouse | May 26, 2026 | filing ↗ |
| PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01 | Sell (partial) | $15K – $50K | Spouse | May 26, 2026 | filing ↗ |
| MARYLAND ST GO Rate/Coupon: 5% Matures: 2027-08-01 | Sell | $250K – $500K | Spouse | May 26, 2026 | filing ↗ |
| NEVADA ST GO Rate/Coupon: 5% Matures: 2031-05-01 | Sell | $50K – $100K | Spouse | May 26, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Sell | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | Sell | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 2028-12-01 | Sell | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | Sell (partial) | $50K – $100K | Spouse | May 26, 2026 | filing ↗ |
| ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2027-08-15 | Sell | $500K – $1M | Spouse | May 26, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | Sell (partial) | $100K – $250K | Spouse | May 26, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | Sell (partial) | $250K – $500K | Spouse | May 26, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 20, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $50K – $100K | Spouse | May 20, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | May 19, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 18, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 18, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 13, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 13, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | May 12, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | May 12, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 11, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 11, 2026 | filing ↗ |
| PHILADELPHIA PA ARPT REV BDS SER. 2025B Rate/Coupon: 5% Matures: 2055-07-01 | Buy | $500K – $1M | Self | May 8, 2026 | filing ↗ |
| ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 2034-07-01 | Sell | $100K – $250K | Spouse | May 6, 2026 | filing ↗ |
| NORRISTOWN PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2034-10-01 | Buy | $250K – $500K | Spouse | May 6, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 6, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 6, 2026 | filing ↗ |
| CUMBERLAND VALLEY PA SCH DIST GEN OBLIG Rate/Coupon: 5% Matures: 2053-11-15 | Buy | $500K – $1M | Self | May 6, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | May 5, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | May 5, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 4, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | May 4, 2026 | filing ↗ |
| SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 2029-06-01 | Sell | $500K – $1M | Spouse | Apr 30, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | Sell (partial) | $250K – $500K | Spouse | Apr 30, 2026 | filing ↗ |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | Sell (partial) | $15K – $50K | Spouse | Apr 30, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | Sell (partial) | $50K – $100K | Spouse | Apr 30, 2026 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | Sell (partial) | $100K – $250K | Spouse | Apr 30, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | Sell | $250K – $500K | Spouse | Apr 30, 2026 | filing ↗ |
| SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | Sell (partial) | $15K – $50K | Spouse | Apr 30, 2026 | filing ↗ |
| POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 2041-07-01 | Sell (partial) | $50K – $100K | Spouse | Apr 30, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Apr 28, 2026 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | Buy | $500K – $1M | Spouse | Apr 24, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Apr 21, 2026 | filing ↗ |
| ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | Buy | $500K – $1M | Spouse | Apr 15, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Apr 14, 2026 | filing ↗ |
| SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | Buy | $500K – $1M | Spouse | Apr 8, 2026 | filing ↗ |
| OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | Buy | $500K – $1M | Spouse | Apr 8, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Apr 8, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | Buy | $500K – $1M | Spouse | Apr 7, 2026 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | Buy | $500K – $1M | Spouse | Apr 6, 2026 | filing ↗ |
| CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | Buy | $500K – $1M | Spouse | Apr 2, 2026 | filing ↗ |
| ALLEGHENY CNTY PA ARPT AUTH ARPT REV Rate/Coupon: 5.5% Matures: 2050-01-01 | Buy | $250K – $500K | Self | Mar 17, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Mar 10, 2026 | filing ↗ |
| PHILADELPHIA PA WTR & WASTEWTR REV BDS Rate/Coupon: 5.25% Matures: 2054-09-01 | Buy | $500K – $1M | Self | Mar 3, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Mar 3, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | Buy | $500K – $1M | Spouse | Feb 27, 2026 | filing ↗ |
| UPPER DUBLIN PA SCH DIST GO Rate/Coupon: 4% Matures: 2032-05-15 | Buy | $250K – $500K | Spouse | Feb 26, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | Buy | $500K – $1M | Spouse | Feb 26, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 25, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 25, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | Buy | $500K – $1M | Spouse | Feb 25, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Feb 24, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 23, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 23, 2026 | filing ↗ |
| PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01 | Buy | $250K – $500K | Spouse | Feb 20, 2026 | filing ↗ |
| DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2033 | Buy | $500K – $1M | Spouse | Feb 19, 2026 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 12/01/2031 | Buy | $500K – $1M | Spouse | Feb 19, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Feb 18, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P Linked Note | Buy | $100K – $250K | Spouse | Feb 18, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 17, 2026 | filing ↗ |
| POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 07/01/2041 | Buy | $500K – $1M | Spouse | Feb 12, 2026 | filing ↗ |
| UPPER UWCHLAN TWP PA GO Rate/Coupon: 4% Matures: 06/01/2033 | Buy | $50K – $100K | Spouse | Feb 11, 2026 | filing ↗ |
| ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2035 | Buy | $500K – $1M | Spouse | Feb 11, 2026 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 06/15/2031 | Buy | $1M – $5M | Spouse | Feb 11, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 11, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Feb 10, 2026 | filing ↗ |
| MERCER CNTY PA GO BDS Rate/Coupon: 5% Matures: 10/01/2054 | Buy | $250K – $500K | Self | Feb 10, 2026 | filing ↗ |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 07/15/2029 | Buy | $500K – $1M | Spouse | Feb 9, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 9, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2035 | Buy | $500K – $1M | Spouse | Feb 6, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | Buy | $250K – $500K | Spouse | Feb 5, 2026 | filing ↗ |
| DL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2026 | Buy | $500K – $1M | Spouse | Feb 5, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034 | Buy | $100K – $250K | Spouse | Feb 4, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034 | Buy | $500K – $1M | Spouse | Feb 4, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 4, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 02/01/2033 | Buy | $250K – $500K | Spouse | Feb 3, 2026 | filing ↗ |
| SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 06/01/2029 | Buy | $500K – $1M | Spouse | Feb 3, 2026 | filing ↗ |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 02/01/2033 | Buy | $500K – $1M | Spouse | Feb 3, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2027 | Buy | $500K – $1M | Spouse | Feb 3, 2026 | filing ↗ |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Buy | $100K – $250K | Spouse | Feb 3, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2026 | Buy | $250K – $500K | Spouse | Feb 2, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5% Matures: 07/15/2030 | Buy | $500K – $1M | Spouse | Feb 2, 2026 | filing ↗ |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Buy | $100K – $250K | Spouse | Feb 2, 2026 | filing ↗ |
| MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034 | Buy | $100K – $250K | Spouse | Jan 30, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2031 | Buy | $250K – $500K | Spouse | Jan 30, 2026 | filing ↗ |
| MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: 07/01/2034 | Buy | $250K – $500K | Spouse | Jan 30, 2026 | filing ↗ |
| PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/15/2027 | Buy | $100K – $250K | Spouse | Jan 29, 2026 | filing ↗ |
| PENNSBURY PA SCH DIST GO Rate/Coupon: 5% Matures: 08/01/2027 | Buy | $100K – $250K | Spouse | Jan 28, 2026 | filing ↗ |
| WALLENPAUPACK PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/01/2028 | Buy | $100K – $250K | Spouse | Jan 28, 2026 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2029 | Buy | $100K – $250K | Spouse | Jan 27, 2026 | filing ↗ |
| DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/01/2035 | Buy | $100K – $250K | Spouse | Jan 26, 2026 | filing ↗ |
| KING CNTY WASH DB Rate/Coupon: 5% Matures: 01/01/2032 | Buy | $250K – $500K | Spouse | Jan 26, 2026 | filing ↗ |
| NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2028 | Buy | $250K – $500K | Spouse | Jan 26, 2026 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2035 | Buy | $250K – $500K | Spouse | Jan 26, 2026 | filing ↗ |
| MARYLAND ST GO Rate/Coupon: 5% Matures: 08/01/2027 | Buy | $250K – $500K | Spouse | Jan 23, 2026 | filing ↗ |
| GS Goldman Sachs Group oversight | Sell | $1M – $5M | Spouse | Jan 23, 2026 | filing ↗ |
| OHIO ST UNIV GEN RCPTS REV Rate/Coupon: 5% Matures: 06/01/2035 | Buy | $100K – $250K | Spouse | Dec 17, 2025 | filing ↗ |
| DELAWARE CNTY PA GO BDS Rate/Coupon: 5% Matures: 08/01/2045 | Buy | $250K – $500K | Self | Dec 17, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | Buy | $100K – $250K | Spouse | Dec 15, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2046 | Buy | $250K – $500K | Self | Dec 10, 2025 | filing ↗ |
| ENERGY NORTHWEST WASH ELEC REV Rate/Coupon: 5% Matures: 07/01/2034 | Buy | $100K – $250K | Spouse | Dec 9, 2025 | filing ↗ |
| PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 02/01/2026 | Sell | $100K – $250K | Spouse | Dec 8, 2025 | filing ↗ |
| SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Sell | $100K – $250K | Spouse | Dec 8, 2025 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 04/15/2032 | Buy | $100K – $250K | Spouse | Dec 5, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Nov 28, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Nov 26, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Nov 25, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Nov 24, 2025 | filing ↗ |
| OHIO ST WTR DEV AUTH WTR REV Rate/Coupon: 5% Matures: 12/01/2035 | Buy | $100K – $250K | Spouse | Nov 19, 2025 | filing ↗ |
| MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2031 | Buy | $100K – $250K | Spouse | Nov 18, 2025 | filing ↗ |
| HEMPFIELD PA AREA SCH DIST Rate/Coupon: 5% Matures: 03/15/2048 | Buy | $250K – $500K | Self | Nov 4, 2025 | filing ↗ |
| NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Sell | $15K – $50K | Spouse | Oct 31, 2025 | filing ↗ |
| DAUPHIN CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2026 | Sell | $1K – $15K | Spouse | Oct 31, 2025 | filing ↗ |
| DANIEL BOONE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2030 | Sell | $50K – $100K | Spouse | Oct 31, 2025 | filing ↗ |
| GREATER LATROBE PA SCH AUTH REV Rate/Coupon: 5% Matures: 10/01/2030 | Buy | $100K – $250K | Spouse | Oct 31, 2025 | filing ↗ |
| PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 09/01/2031 | Buy | $100K – $250K | Spouse | Oct 29, 2025 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2032 | Buy | $100K – $250K | Spouse | Oct 28, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Sell | $100K – $250K | Spouse | Oct 28, 2025 | filing ↗ |
| DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Sell | $100K – $250K | Spouse | Oct 28, 2025 | filing ↗ |
| HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Sell | $15K – $50K | Spouse | Oct 28, 2025 | filing ↗ |
| UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | Sell | $15K – $50K | Spouse | Oct 28, 2025 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | Sell | $50K – $100K | Spouse | Oct 28, 2025 | filing ↗ |
| NESHAMINY PA SCH DIST GO Rate/Coupon: 5% Matures: 11/01/2025 | Sell | $50K – $100K | Spouse | Oct 24, 2025 | filing ↗ |
| NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 11/15/2034 | Buy | $100K – $250K | Spouse | Oct 24, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2034 | Buy | $100K – $250K | Spouse | Oct 23, 2025 | filing ↗ |
| CLARKSVILLE TENN GO Rate/Coupon: 5% Matures: 01/01/2032 | Buy | $100K – $250K | Spouse | Oct 21, 2025 | filing ↗ |
| KING CNTY WASH SCH DIST NO 403 GO Rate/Coupon: 5% Matures: 12/01/2030 | Buy | $100K – $250K | Spouse | Oct 21, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sell | $15K – $50K | Spouse | Oct 20, 2025 | filing ↗ |
| WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | Sell | $15K – $50K | Spouse | Oct 20, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sell | $50K – $100K | Spouse | Oct 20, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sell | $100K – $250K | Spouse | Oct 20, 2025 | filing ↗ |
| PA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | Buy | $100K – $250K | Spouse | Oct 16, 2025 | filing ↗ |
| NEVADA ST GO Rate/Coupon: 5% Matures: 05/01/2031 | Buy | $50K – $100K | Spouse | Oct 14, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | Buy | $100K – $250K | Spouse | Oct 8, 2025 | filing ↗ |
| MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 12/01/2028 | Buy | $100K – $250K | Spouse | Sep 12, 2025 | filing ↗ |
| HILTON WORLDWIDE FINANCE Rate/Coupon: 4.875% Matures: 04/01/2027 | Sell | $250K – $500K | Self | Sep 10, 2025 | filing ↗ |
| CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2045 | Buy | $250K – $500K | Self | Sep 10, 2025 | filing ↗ |
| TREDYFFRIN-EASTTOWN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2043 | Buy | $100K – $250K | Self | Aug 28, 2025 | filing ↗ |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $100K – $250K | Self | Aug 28, 2025 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | Buy | $15K – $50K | Spouse | Aug 20, 2025 | filing ↗ |
| MONROE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 07/01/2036 | Buy | $100K – $250K | Spouse | Aug 19, 2025 | filing ↗ |
| HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Buy | $15K – $50K | Spouse | Aug 15, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $15K – $50K | Spouse | Aug 15, 2025 | filing ↗ |
| EAST STROUDSBURG PA AREA GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $50K – $100K | Spouse | Aug 4, 2025 | filing ↗ |
| DELTA AIR LINES INC NOTE Rate/Coupon: 4.375% Matures: 04/19/2028 | Sell | $250K – $500K | Self | Jul 30, 2025 | filing ↗ |
| CENTENNIAL SCH DIST BUCKS CNTY GO Rate/Coupon: 5% Matures: 12/15/2025 | Buy | $1K – $15K | Spouse | Jul 22, 2025 | filing ↗ |
| ADAMS CNTY PA GO Rate/Coupon: 5% Matures: 11/15/2025 | Buy | $15K – $50K | Spouse | Jul 22, 2025 | filing ↗ |
| HOLLIDAYSBURG PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 03/15/2026 | Buy | $1K – $15K | Spouse | Jul 21, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $15K – $50K | Spouse | Jul 21, 2025 | filing ↗ |
| PALMER TWP PA GO Rate/Coupon: 4% Matures: 11/15/2025 | Buy | $1K – $15K | Spouse | Jul 21, 2025 | filing ↗ |
| CHESTER CNTY PA GO Rate/Coupon: 4% Matures: 07/15/2026 | Buy | $1K – $15K | Spouse | Jul 17, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 03/01/2026 | Buy | $15K – $50K | Spouse | Jul 17, 2025 | filing ↗ |
| SENECA VY PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Buy | $100K – $250K | Spouse | Jul 17, 2025 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | Buy | $100K – $250K | Spouse | Jul 15, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $1K – $15K | Spouse | Jul 2, 2025 | filing ↗ |
| NORTHAMPTON CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | Jul 2, 2025 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | Buy | $1K – $15K | Spouse | Jul 2, 2025 | filing ↗ |
| HATBORO HORSHAM PA SCH DIST GO Rate/Coupon: 5% Matures: 09/15/2043 | Buy | $250K – $500K | Self | Jun 23, 2025 | filing ↗ |
| PHILADELPHIA PA AUTH FOR INDL DEV CITY Rate/Coupon: 5% Matures: 05/01/2036 | Buy | $100K – $250K | Self | Jun 23, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Sell | $15K – $50K | Spouse | Jun 16, 2025 | filing ↗ |
| PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 06/11/2025 | Buy | $100K – $250K | Spouse | Jun 11, 2025 | filing ↗ |
| EAST PENN PA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025 | Buy | $1K – $15K | Spouse | Jun 6, 2025 | filing ↗ |
| UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | Buy | $15K – $50K | Spouse | Jun 6, 2025 | filing ↗ |
| DELAWARE CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | Jun 6, 2025 | filing ↗ |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 4% Matures: 04/15/2026 | Buy | $1K – $15K | Spouse | Jun 5, 2025 | filing ↗ |
| PA ST HIGHER EDL FACS AUTH RE Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $1K – $15K | Spouse | Jun 4, 2025 | filing ↗ |
| HANOVER BORO PA GO Rate/Coupon: 4% Matures: 10/01/2025 | Buy | $1K – $15K | Spouse | Jun 4, 2025 | filing ↗ |
| PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2040 | Buy | $250K – $500K | Self | Jun 2, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Sell | $1K – $15K | Spouse | May 29, 2025 | filing ↗ |
| PENNSYLVANIA ST UNIV Rate/Coupon: 5% Matures: 09/01/2047 | Buy | $250K – $500K | Self | May 23, 2025 | filing ↗ |
| PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 05/16/2025 | Buy | $1K – $15K | Spouse | May 16, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $1K – $15K | Spouse | May 15, 2025 | filing ↗ |
| ELIZABETHTOWN PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 11/15/2025 | Buy | $1K – $15K | Spouse | May 9, 2025 | filing ↗ |
| CENTRAL BUCKS PA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2042 | Buy | $100K – $250K | Self | May 9, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $1K – $15K | Spouse | May 8, 2025 | filing ↗ |
| PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $50K – $100K | Spouse | May 8, 2025 | filing ↗ |
| LOWER MERION PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2026 | Buy | $1K – $15K | Spouse | May 7, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | May 6, 2025 | filing ↗ |
| NORTHAMPTON CNTY PA REV Rate/Coupon: 5% Matures: 11/15/2025 | Buy | $50K – $100K | Spouse | May 6, 2025 | filing ↗ |
| IJR S&P Smallcap Ishares Core ETF | Sell (partial) | $1K – $15K | Self | May 6, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $15K – $50K | Spouse | May 5, 2025 | filing ↗ |
| CENTRE CNTY PA HOSP AUTH REV Rate/Coupon: 5% Matures: 11/15/2046 | Buy | $15K – $50K | Spouse | May 5, 2025 | filing ↗ |
| PITTSBURGH PA GO Rate/Coupon: 5% Matures: 09/01/2042 | Buy | $250K – $500K | Self | Apr 22, 2025 | filing ↗ |
| PHILADELPHIA PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $500K – $1M | Self | Apr 16, 2025 | filing ↗ |
| PENNSYLVANIA ST UNIV REV Rate/Coupon: 5% Matures: 03/01/2026 | Buy | $15K – $50K | Spouse | Apr 16, 2025 | filing ↗ |
| NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031 | Buy | $15K – $50K | Spouse | Apr 16, 2025 | filing ↗ |
| NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2035 | Buy | $1K – $15K | Spouse | Apr 15, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Apr 9, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $1K – $15K | Spouse | Apr 8, 2025 | filing ↗ |
| WEST VIEW PA WTR AUTH WTR REV Rate/Coupon: 5% Matures: 11/15/2025 | Buy | $1K – $15K | Spouse | Apr 8, 2025 | filing ↗ |
| PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $1K – $15K | Spouse | Apr 8, 2025 | filing ↗ |
| DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $1K – $15K | Spouse | Apr 8, 2025 | filing ↗ |
| EASTON PA AREA SCH DIST GO Rate/Coupon: 4% Matures: 04/01/2026 | Buy | $15K – $50K | Spouse | Apr 8, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | Buy | $15K – $50K | Spouse | Apr 8, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $1K – $15K | Spouse | Apr 8, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Apr 7, 2025 | filing ↗ |
| CHELTENHAM TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 09/15/2025 | Buy | $15K – $50K | Spouse | Apr 7, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | Buy | $1K – $15K | Spouse | Apr 7, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2025 | Buy | $15K – $50K | Spouse | Apr 4, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Apr 3, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Apr 2, 2025 | filing ↗ |
| FOX CHAPEL PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2042 | Buy | $250K – $500K | Self | Apr 2, 2025 | filing ↗ |
| ORACLE CORP NOTE Rate/Coupon: 1.65% Matures: 03/25/2026 | Sell | $250K – $500K | Self | Apr 2, 2025 | filing ↗ |
| PITTSBURGH PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $15K – $50K | Spouse | Apr 2, 2025 | filing ↗ |
| NORTHERN LEHIGH PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | Buy | $15K – $50K | Spouse | Apr 2, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $1K – $15K | Spouse | Apr 2, 2025 | filing ↗ |
| ALTOONA PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 12/01/2039 | Buy | $15K – $50K | Spouse | Apr 2, 2025 | filing ↗ |
| MERCER CNTY PA GO Rate/Coupon: 5% Matures: 10/01/2037 | Buy | $250K – $500K | Self | Apr 1, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Mar 31, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Mar 27, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Mar 25, 2025 | filing ↗ |
| EAST WHITELAND TWP PA GO Rate/Coupon: 5% Matures: 12/01/2036 | Buy | $250K – $500K | Self | Mar 25, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Mar 24, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 06/01/2037 | Buy | $100K – $250K | Self | Mar 24, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Mar 20, 2025 | filing ↗ |
| CENTRAL DAUPHIN PA SCH DIST GO Rate/Coupon: 5% Matures: 02/01/2026 | Buy | $1K – $15K | Spouse | Mar 17, 2025 | filing ↗ |
| BETHLEHEM PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 07/15/2025 | Buy | $100K – $250K | Spouse | Mar 17, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Mar 13, 2025 | filing ↗ |
| GENERAL MILLS INC Rate/Coupon: 5.25% Matures: 01/30/2035 | Buy | $250K – $500K | Self | Mar 13, 2025 | filing ↗ |
| PARAMOUNT GLOBAL NOTE Rate/Coupon: 4% Matures: 01/15/2026 | Sell | $250K – $500K | Self | Mar 13, 2025 | filing ↗ |
| PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV BDS Rate/Coupon: 5% Matures: 05/15/2038 | Buy | $100K – $250K | Self | Mar 13, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Mar 11, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Mar 10, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Mar 5, 2025 | filing ↗ |
| KB HOME NOTE Rate/Coupon: 7.25% Matures: 07/15/2030 | Buy | $250K – $500K | Self | Mar 5, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Buy | $1K – $15K | Spouse | Mar 4, 2025 | filing ↗ |
| DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $100K – $250K | Spouse | Mar 4, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Mar 3, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Feb 28, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $100K – $250K | Spouse | Feb 28, 2025 | filing ↗ |
| GS Goldman Sachs Group oversight | Sell (partial) | $1M – $5M | Spouse | Feb 28, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Feb 27, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2030 | Buy | $50K – $100K | Spouse | Feb 27, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Feb 26, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $15K – $50K | Self | Feb 26, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Feb 25, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $15K – $50K | Spouse | Feb 25, 2025 | filing ↗ |
| BITB Bitwise Bitcoin ETF | Buy | $50K – $100K | Self | Feb 25, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $15K – $50K | Spouse | Feb 25, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Buy | $15K – $50K | Spouse | Feb 24, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Buy | $1K – $15K | Spouse | Feb 24, 2025 | filing ↗ |
| LANCASTER CNTY PA GO Rate/Coupon: 5% Matures: 11/01/2025 | Buy | $15K – $50K | Spouse | Feb 24, 2025 | filing ↗ |
| PA ST HIGHER EDL FACS AUTH Rate/Coupon: 5% Matures: 10/01/2036 | Buy | $1K – $15K | Spouse | Feb 24, 2025 | filing ↗ |
| UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2030 | Buy | $1K – $15K | Spouse | Feb 24, 2025 | filing ↗ |
| ALLEGHENY CNTY PA GO Rate/Coupon: 5% Matures: 12/01/2039 | Buy | $250K – $500K | Self | Feb 24, 2025 | filing ↗ |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $100K – $250K | Self | Feb 24, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Buy | $15K – $50K | Spouse | Feb 24, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 09/15/2025 | Buy | $1K – $15K | Spouse | Feb 24, 2025 | filing ↗ |
| LANCASTER CNTY PA GO Rate/Coupon: 5% Matures: 11/01/2025 | Buy | $15K – $50K | Spouse | Feb 24, 2025 | filing ↗ |
| PA ST HIGHER EDL FACS AUTH Rate/Coupon: 5% Matures: 10/01/2036 | Buy | $1K – $15K | Spouse | Feb 24, 2025 | filing ↗ |
| UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2030 | Buy | $1K – $15K | Spouse | Feb 24, 2025 | filing ↗ |
| ALLEGHENY CNTY PA GO Rate/Coupon: 5% Matures: 12/01/2039 | Buy | $250K – $500K | Self | Feb 24, 2025 | filing ↗ |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $100K – $250K | Self | Feb 24, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $15K – $50K | Spouse | Feb 20, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $15K – $50K | Spouse | Feb 20, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 06/01/2025 | Buy | $1K – $15K | Spouse | Feb 19, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $1K – $15K | Spouse | Feb 19, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 06/01/2025 | Buy | $1K – $15K | Spouse | Feb 19, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $1K – $15K | Spouse | Feb 19, 2025 | filing ↗ |
| PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | Feb 18, 2025 | filing ↗ |
| WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $15K – $50K | Spouse | Feb 18, 2025 | filing ↗ |
| WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $15K – $50K | Spouse | Feb 18, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 02/14/2025 | Buy | $1K – $15K | Spouse | Feb 14, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 02/14/2025 | Buy | $1K – $15K | Spouse | Feb 14, 2025 | filing ↗ |
| ALLEGHENY CNTY PA GO BDS Rate/Coupon: 5% Matures: 12/01/2039 | Buy | $250K – $500K | Self | Feb 10, 2025 | filing ↗ |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $250K – $500K | Self | Feb 10, 2025 | filing ↗ |
| ALLEGHENY CNTY PA GO BDS Rate/Coupon: 5% Matures: 12/01/2039 | Buy | $250K – $500K | Self | Feb 10, 2025 | filing ↗ |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $250K – $500K | Self | Feb 10, 2025 | filing ↗ |
| EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS Rate/Coupon: 5% Matures: 08/15/2026 | Buy | $15K – $50K | Self | Feb 5, 2025 | filing ↗ |
| ALLENTOWN PA SCH DIST GO BDS Rate/Coupon: 5% Matures: 06/01/2043 | Buy | $500K – $1M | Self | Feb 5, 2025 | filing ↗ |
| EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS Rate/Coupon: 5% Matures: 08/15/2026 | Buy | $15K – $50K | Self | Feb 5, 2025 | filing ↗ |
| ALLENTOWN PA SCH DIST GO BDS Rate/Coupon: 5% Matures: 06/01/2043 | Buy | $500K – $1M | Self | Feb 5, 2025 | filing ↗ |
| PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 08/01/2025 | Buy | $15K – $50K | Spouse | Feb 4, 2025 | filing ↗ |
| MONTOUR PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2042 | Buy | $1K – $15K | Spouse | Feb 4, 2025 | filing ↗ |
| PHILADELPHIA PA GO Rate/Coupon: 5% Matures: 08/01/2025 | Buy | $15K – $50K | Spouse | Feb 4, 2025 | filing ↗ |
| MONTOUR PA SCH DIST GO Rate/Coupon: 5% Matures: 04/01/2042 | Buy | $1K – $15K | Spouse | Feb 4, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $50K – $100K | Spouse | Feb 3, 2025 | filing ↗ |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | Buy | $50K – $100K | Spouse | Feb 3, 2025 | filing ↗ |
| ARMSTRONG CNTY PA GO Rate/Coupon: 5% Matures: 06/01/2026 | Buy | $1K – $15K | Spouse | Jan 24, 2025 | filing ↗ |
| PENNSYLVANIA ST GO 5% Rate/Coupon: 5% Matures: 09/15/2025 | Buy | $50K – $100K | Spouse | Jan 23, 2025 | filing ↗ |
| UPPER ST CLAIR TWP PA SCH DIST GO Rate/Coupon: 4% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | Jan 23, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $50K – $100K | Spouse | Jan 23, 2025 | filing ↗ |
| BELLEFONTE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 05/15/2025 | Buy | $15K – $50K | Spouse | Jan 23, 2025 | filing ↗ |
| PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | Jan 23, 2025 | filing ↗ |
| PHILADELPHIA PA GAS WKS REV BDS Rate/Coupon: 5% Matures: 08/01/2033 | Buy | $100K – $250K | Self | Jan 23, 2025 | filing ↗ |
| PENNSYLVANIA ST UNIV BDS Rate/Coupon: 5% Matures: 09/01/2044 | Buy | $100K – $250K | Self | Jan 23, 2025 | filing ↗ |
| CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $1K – $15K | Spouse | Jan 22, 2025 | filing ↗ |
| NORTHEASTERN YORK PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2031 | Buy | $15K – $50K | Spouse | Jan 22, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $15K – $50K | Spouse | Jan 22, 2025 | filing ↗ |
| NAZARETH PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 11/15/2036 | Buy | $15K – $50K | Spouse | Jan 22, 2025 | filing ↗ |
| LOWER MERION TWP PA GO Rate/Coupon: 5% Matures: 01/15/2026 | Buy | $1K – $15K | Spouse | Jan 22, 2025 | filing ↗ |
| OCCIDENTAL PETE CORP NOTE Rate/Coupon: 5.55% Matures: 10/01/2034 | Buy | $250K – $500K | Self | Jan 21, 2025 | filing ↗ |
| ARES CAPITAL CORP NOTE Rate/Coupon: 5.80% Matures: 03/08/2032 | Buy | $250K – $500K | Self | Jan 17, 2025 | filing ↗ |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $1K – $15K | Spouse | Jan 16, 2025 | filing ↗ |
| RUM Rumble Inc | Sell | $1M – $5M | Self | Jan 16, 2025 | filing ↗ |
| PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV REG ASSET DIST SALES TAX REV SER. Rate/Coupon: 5% Matures: 02/01/2031 | Buy | $250K – $500K | Self | Jan 16, 2025 | filing ↗ |
| ATHENE HOLDING LTD NOTE Rate/Coupon: 6.65% Matures: 02/01/2033 | Buy | $250K – $500K | Self | Jan 16, 2025 | filing ↗ |
| PITTSBURGH PENNSYLVANIA GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $15K – $50K | Spouse | Jan 14, 2025 | filing ↗ |
| EST HMPFLD TW PA IND DV AT REV Rate/Coupon: 5% Matures: 07/01/2047 | Buy | $50K – $100K | Spouse | Jan 14, 2025 | filing ↗ |
| NORTH HILLS PA SCH DIST GO Rate/Coupon: 4% Matures: 10/15/2025 | Buy | $1K – $15K | Spouse | Jan 14, 2025 | filing ↗ |
| CARLISLE PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $15K – $50K | Spouse | Jan 13, 2025 | filing ↗ |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2025 | Buy | $1K – $15K | Spouse | Jan 10, 2025 | filing ↗ |
| CARLYLE SECURED LENDING INC NOTE Rate/Coupon: 6.75% Matures: 02/18/2030 | Buy | $250K – $500K | Self | Jan 10, 2025 | filing ↗ |
| PHILLIPS 66 NOTE Rate/Coupon: 4.65% Matures: 11/15/2034 | Buy | $250K – $500K | Self | Jan 10, 2025 | filing ↗ |
| MCDONALDS CORP MTN Rate/Coupon: 4.7% Matures: 12/09/2035 | Buy | $250K – $500K | Self | Jan 10, 2025 | filing ↗ |
| DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | Buy | $1K – $15K | Spouse | Jan 9, 2025 | filing ↗ |
| COLONIAL PA SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2025 | Buy | $50K – $100K | Spouse | Jan 9, 2025 | filing ↗ |
| POCONO MTN PA SCH DIST GO Rate/Coupon: 5% Matures: 09/01/2025 | Buy | $1K – $15K | Spouse | Jan 6, 2025 | filing ↗ |
| PHILADELPHIA PA WTR & WASTEWTR REV Rate/Coupon: 5% Matures: 10/01/2025 | Buy | $15K – $50K | Spouse | Feb 18, 2024 | 336d late filing ↗ |
Campaign committees
| Committee | Role | Raised | Spent | Cash on hand | Through |
|---|---|---|---|---|---|
| FRIENDS OF DAVE MCCORMICK | Principal campaign | $4.9M | $4.6M | $883.2K | Jun 30, 2026 |
| DAVE MCCORMICK FOR US SENATE | Authorized campaign | $479K | $258.1K | $245.3K | Jun 30, 2026 |
The raised / spent / cash-on-hand tiles above cover the member's own campaign (principal and authorized committees). Joint fundraising committees, leadership PACs, and party committees are listed here but not added into the tiles: joint committees pass their money on to the campaign, so counting both would double it.