Donald S. Beyer, Jr.

Representative · VA-8 · D

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 6, 2015

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.

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Donald S. Beyer, Jr.

Representative · VA-8 · D

Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 6, 2015

Official website Biographical Directory

Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)

Disclosed trades

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

29 reported transactions in 13 electronically filed reports; latest filed Oct 1, 2026.

Periodic Transaction Report · filed Oct 1, 2026 · House Clerk

View original filing

Curators Univ Mo 5.00% 11/01/34
Government Securities and Agency Debt [GS]
35,000 units
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 23, 2026Filed 8 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Oct 1, 2026New
No ticker reported
Indiana ST 5.00% 02/01/32
Government Securities and Agency Debt [GS]
65,000 units
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 15, 2026Filed 16 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Oct 1, 2026New
No ticker reported
Ohio St Gen Oblig 5.00% 11/01/34
Government Securities and Agency Debt [GS]
sale of 35,000 units
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 23, 2026Filed 8 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Oct 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Sep 23, 2026Filed 8 days later	Joint	Curators Univ Mo 5.00% 11/01/34Government Securities and Agency Debt [GS]35,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Oct 1, 2026New	No ticker reported
Sep 15, 2026Filed 16 days later	Joint	Indiana ST 5.00% 02/01/32Government Securities and Agency Debt [GS]65,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$50,001 - $100,000	Notified Oct 1, 2026New	No ticker reported
Sep 23, 2026Filed 8 days later	Joint	Ohio St Gen Oblig 5.00% 11/01/34Government Securities and Agency Debt [GS]	No ticker reported

Periodic Transaction Report · filed Sep 1, 2026 · House Clerk
View original filing
- California St 4.00% 8/01/36
  Government Securities and Agency Debt [GS]
  CALLED security
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Aug 3, 2026Filed 29 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Sep 1, 2026New
  No ticker reported
- Long Is Pwr Auth Var 9/01/55
  Government Securities and Agency Debt [GS]
  Long Island Power Authority Bond 09/01/55
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Aug 5, 2026Filed 27 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Sep 1, 2026New
  No ticker reported
- Washington St Various 5.00% 08/01/30
  Government Securities and Agency Debt [GS]
Periodic Transaction Report · filed Aug 1, 2026 · House Clerk
View original filing
- King Cnty Wash 4.00% 12/01/32
  Government Securities and Agency Debt [GS]
  Called Security, $35,000
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jul 26, 2026Filed 6 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Aug 1, 2026New
  No ticker reported
- Tri-Creek 5.00% 7/15/33
  Government Securities and Agency Debt [GS]
  50,000 units of Tri-Creek 5.00%
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jul 27, 2026Filed 5 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Aug 1, 2026New
  No ticker reported
Transaction date

Periodic Transaction Report · filed Jul 1, 2026 · House Clerk

View original filing

Virginia Commlth 5.00% 09/15/29
Government Securities and Agency Debt [GS]
60,000 units of Virginia Commonwealth 5.00% bond, 9/15/29
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Jun 18, 2026Filed 13 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Jul 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 18, 2026Filed 13 days later	Joint	Virginia Commlth 5.00% 09/15/29Government Securities and Agency Debt [GS]60,000 units of Virginia Commonwealth 5.00% bond, 9/15/29Held in: Stocks, Bonds, & Mutual Funds	No ticker reported

Periodic Transaction Report · filed Mar 1, 2026 · House Clerk

View original filing

Arlington Cnty VA 5.00% 7/01/35
Government Securities and Agency Debt [GS]
35,000 units of Arlington County, VA 5.00% 07/01/35
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Feb 19, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Mar 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Feb 19, 2026Filed 10 days later	Joint	Arlington Cnty VA 5.00% 7/01/35Government Securities and Agency Debt [GS]35,000 units of Arlington County, VA 5.00% 07/01/35Held in: Stocks, Bonds, & Mutual Funds	No ticker reported

Periodic Transaction Report · filed Jan 31, 2026 · House Clerk
View original filing
- Madison Conn Go Bd 3.5% 12/18/25
  Government Securities and Agency Debt [GS]
  75,000 units
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jan 20, 2026Filed 11 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Jan 31, 2026New
  No ticker reported
- Ohio St Gen Oblig 5.00% 11/01/34
  Government Securities and Agency Debt [GS]
  35,000 units
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jan 7, 2026Filed 24 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Jan 31, 2026New
  No ticker reported
- University Wash Univ 4.00% 12/01/33
  Government Securities and Agency Debt [GS]
  30,000 units
Periodic Transaction Report · filed Jan 2, 2026 · House Clerk
View original filing
- King CNTY Wash Ltd 4.00% 12/1/32
  Government Securities and Agency Debt [GS]
  Bond reached maturity
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Dec 18, 2025Filed 15 days later
  Type
  Sale
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Jan 2, 2026New
  No ticker reported
- Madison Conn GO BD 3.5% 12/18/25
  Government Securities and Agency Debt [GS]
  Bonds reached maturity
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Dec 18, 2025Filed 15 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Jan 2, 2026New
  No ticker reported
- Virginia ST 4.00% 8/1/38
  Government Securities and Agency Debt [GS]
Periodic Transaction Report · filed Nov 2, 2025 · House Clerk
View original filing
- Connecticut St SPL Tax 5.00% 01/01/37
  Government Securities and Agency Debt [GS]
  40,000 units of Connecticut St SPL Tax 5.00% 01/01/37
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Oct 22, 2025Filed 11 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Nov 2, 2025New
  No ticker reported
- King Cnty Wash 4.00% 12/01/32
  Government Securities and Agency Debt [GS]
  35,000 units of King Cnty Wash 4.00% 12/01/32
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Oct 31, 2025Filed 2 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Nov 2, 2025New
  No ticker reported
- North Allegheny PA Sch 5.00% 05/01/2030

Periodic Transaction Report · filed Oct 2, 2025 · House Clerk

View original filing

Massachusetts St Sch Bld 5.00%
Government Securities and Agency Debt [GS]
redemption of municipal bond
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 18, 2025Filed 14 days later
Type
Exchange
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Oct 2, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Sep 18, 2025Filed 14 days later	Joint	Massachusetts St Sch Bld 5.00%Government Securities and Agency Debt [GS]redemption of municipal bondHeld in: Stocks, Bonds, & Mutual Funds	Exchange	No ticker reported

Periodic Transaction Report · filed Aug 2, 2025 · House Clerk

View original filing

Oklahoma Cnt OK Independent 3:00% 07/01/25
Government Securities and Agency Debt [GS]
Bond Reached Maturity
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Jul 1, 2025Filed 32 days later
Type
Exchange
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Jul 27, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jul 1, 2025Filed 32 days later	Joint	Oklahoma Cnt OK Independent 3:00% 07/01/25Government Securities and Agency Debt [GS]Bond Reached MaturityHeld in: Stocks, Bonds, & Mutual Funds	Exchange	No ticker reported

Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.

29 reported transactions in 13 electronically filed reports; latest filed Oct 1, 2026.

Periodic Transaction Report · filed Oct 1, 2026 · House Clerk

View original filing

Curators Univ Mo 5.00% 11/01/34
Government Securities and Agency Debt [GS]
35,000 units
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 23, 2026Filed 8 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Oct 1, 2026New
No ticker reported
Indiana ST 5.00% 02/01/32
Government Securities and Agency Debt [GS]
65,000 units
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 15, 2026Filed 16 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Oct 1, 2026New
No ticker reported
Ohio St Gen Oblig 5.00% 11/01/34
Government Securities and Agency Debt [GS]
sale of 35,000 units
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 23, 2026Filed 8 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Oct 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Sep 23, 2026Filed 8 days later	Joint	Curators Univ Mo 5.00% 11/01/34Government Securities and Agency Debt [GS]35,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Oct 1, 2026New	No ticker reported
Sep 15, 2026Filed 16 days later	Joint	Indiana ST 5.00% 02/01/32Government Securities and Agency Debt [GS]65,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$50,001 - $100,000	Notified Oct 1, 2026New	No ticker reported
Sep 23, 2026Filed 8 days later	Joint	Ohio St Gen Oblig 5.00% 11/01/34Government Securities and Agency Debt [GS]	No ticker reported

Periodic Transaction Report · filed Sep 1, 2026 · House Clerk
View original filing
- California St 4.00% 8/01/36
  Government Securities and Agency Debt [GS]
  CALLED security
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Aug 3, 2026Filed 29 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Sep 1, 2026New
  No ticker reported
- Long Is Pwr Auth Var 9/01/55
  Government Securities and Agency Debt [GS]
  Long Island Power Authority Bond 09/01/55
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Aug 5, 2026Filed 27 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Sep 1, 2026New
  No ticker reported
- Washington St Various 5.00% 08/01/30
  Government Securities and Agency Debt [GS]
Periodic Transaction Report · filed Aug 1, 2026 · House Clerk
View original filing
- King Cnty Wash 4.00% 12/01/32
  Government Securities and Agency Debt [GS]
  Called Security, $35,000
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jul 26, 2026Filed 6 days later
  Type
  Exchange
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Aug 1, 2026New
  No ticker reported
- Tri-Creek 5.00% 7/15/33
  Government Securities and Agency Debt [GS]
  50,000 units of Tri-Creek 5.00%
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jul 27, 2026Filed 5 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Aug 1, 2026New
  No ticker reported
Transaction date

Periodic Transaction Report · filed Jul 1, 2026 · House Clerk

View original filing

Virginia Commlth 5.00% 09/15/29
Government Securities and Agency Debt [GS]
60,000 units of Virginia Commonwealth 5.00% bond, 9/15/29
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Jun 18, 2026Filed 13 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Jul 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jun 18, 2026Filed 13 days later	Joint	Virginia Commlth 5.00% 09/15/29Government Securities and Agency Debt [GS]60,000 units of Virginia Commonwealth 5.00% bond, 9/15/29Held in: Stocks, Bonds, & Mutual Funds	No ticker reported

Periodic Transaction Report · filed Mar 1, 2026 · House Clerk

View original filing

Arlington Cnty VA 5.00% 7/01/35
Government Securities and Agency Debt [GS]
35,000 units of Arlington County, VA 5.00% 07/01/35
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Feb 19, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Mar 1, 2026New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Feb 19, 2026Filed 10 days later	Joint	Arlington Cnty VA 5.00% 7/01/35Government Securities and Agency Debt [GS]35,000 units of Arlington County, VA 5.00% 07/01/35Held in: Stocks, Bonds, & Mutual Funds	No ticker reported

Periodic Transaction Report · filed Jan 31, 2026 · House Clerk
View original filing
- Madison Conn Go Bd 3.5% 12/18/25
  Government Securities and Agency Debt [GS]
  75,000 units
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jan 20, 2026Filed 11 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Jan 31, 2026New
  No ticker reported
- Ohio St Gen Oblig 5.00% 11/01/34
  Government Securities and Agency Debt [GS]
  35,000 units
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Jan 7, 2026Filed 24 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Jan 31, 2026New
  No ticker reported
- University Wash Univ 4.00% 12/01/33
  Government Securities and Agency Debt [GS]
  30,000 units
Periodic Transaction Report · filed Jan 2, 2026 · House Clerk
View original filing
- King CNTY Wash Ltd 4.00% 12/1/32
  Government Securities and Agency Debt [GS]
  Bond reached maturity
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Dec 18, 2025Filed 15 days later
  Type
  Sale
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Jan 2, 2026New
  No ticker reported
- Madison Conn GO BD 3.5% 12/18/25
  Government Securities and Agency Debt [GS]
  Bonds reached maturity
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Dec 18, 2025Filed 15 days later
  Type
  Sale
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Joint
  Notified / status
  Notified Jan 2, 2026New
  No ticker reported
- Virginia ST 4.00% 8/1/38
  Government Securities and Agency Debt [GS]
Periodic Transaction Report · filed Nov 2, 2025 · House Clerk
View original filing
- Connecticut St SPL Tax 5.00% 01/01/37
  Government Securities and Agency Debt [GS]
  40,000 units of Connecticut St SPL Tax 5.00% 01/01/37
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Oct 22, 2025Filed 11 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Nov 2, 2025New
  No ticker reported
- King Cnty Wash 4.00% 12/01/32
  Government Securities and Agency Debt [GS]
  35,000 units of King Cnty Wash 4.00% 12/01/32
  Held in: Stocks, Bonds, & Mutual Funds
  Transaction date
  Oct 31, 2025Filed 2 days later
  Type
  Purchase
  Amount (as reported)
  $15,001 - $50,000
  Owner
  Joint
  Notified / status
  Notified Nov 2, 2025New
  No ticker reported
- North Allegheny PA Sch 5.00% 05/01/2030

Periodic Transaction Report · filed Oct 2, 2025 · House Clerk

View original filing

Massachusetts St Sch Bld 5.00%
Government Securities and Agency Debt [GS]
redemption of municipal bond
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Sep 18, 2025Filed 14 days later
Type
Exchange
Amount (as reported)
$50,001 - $100,000
Owner
Joint
Notified / status
Notified Oct 2, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Sep 18, 2025Filed 14 days later	Joint	Massachusetts St Sch Bld 5.00%Government Securities and Agency Debt [GS]redemption of municipal bondHeld in: Stocks, Bonds, & Mutual Funds	Exchange	No ticker reported

Periodic Transaction Report · filed Aug 2, 2025 · House Clerk

View original filing

Oklahoma Cnt OK Independent 3:00% 07/01/25
Government Securities and Agency Debt [GS]
Bond Reached Maturity
Held in: Stocks, Bonds, & Mutual Funds
Transaction date
Jul 1, 2025Filed 32 days later
Type
Exchange
Amount (as reported)
$15,001 - $50,000
Owner
Joint
Notified / status
Notified Jul 27, 2025New
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jul 1, 2025Filed 32 days later	Joint	Oklahoma Cnt OK Independent 3:00% 07/01/25Government Securities and Agency Debt [GS]Bond Reached MaturityHeld in: Stocks, Bonds, & Mutual Funds	Exchange	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Aug 3, 2026Filed 29 days later	Joint	California St 4.00% 8/01/36Government Securities and Agency Debt [GS]CALLED securityHeld in: Stocks, Bonds, & Mutual Funds	Exchange	$15,001 - $50,000	Notified Sep 1, 2026New	No ticker reported
Aug 5, 2026Filed 27 days later	Joint	Long Is Pwr Auth Var 9/01/55Government Securities and Agency Debt [GS]Long Island Power Authority Bond 09/01/55Held in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Sep 1, 2026New	No ticker reported
Aug 3, 2026Filed 29 days later	Joint	Washington St Various 5.00% 08/01/30Government Securities and Agency Debt [GS]CALLED SecurityHeld in: Stocks, Bonds, & Mutual Funds	Exchange	$50,001 - $100,000	Notified Sep 1, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Jan 20, 2026Filed 11 days later	Joint	Madison Conn Go Bd 3.5% 12/18/25Government Securities and Agency Debt [GS]75,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$50,001 - $100,000	Notified Jan 31, 2026New	No ticker reported
Jan 7, 2026Filed 24 days later	Joint	Ohio St Gen Oblig 5.00% 11/01/34Government Securities and Agency Debt [GS]35,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Jan 31, 2026New	No ticker reported
Jan 29, 2026Filed 2 days later	Joint	University Wash Univ 4.00% 12/01/33Government Securities and Agency Debt [GS]30,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Jan 31, 2026New	No ticker reported
Jan 15, 2026Filed 16 days later	Joint	Virginia St Pub Bldg 4.00% 08/01/36Government Securities and Agency Debt [GS]50,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Purchase	$50,001 - $100,000	Notified Jan 31, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Dec 18, 2025Filed 15 days later	Joint	King CNTY Wash Ltd 4.00% 12/1/32Government Securities and Agency Debt [GS]Bond reached maturityHeld in: Stocks, Bonds, & Mutual Funds	Sale	$15,001 - $50,000	Notified Jan 2, 2026New	No ticker reported
Dec 18, 2025Filed 15 days later	Joint	Madison Conn GO BD 3.5% 12/18/25Government Securities and Agency Debt [GS]Bonds reached maturityHeld in: Stocks, Bonds, & Mutual Funds	Sale	$50,001 - $100,000	Notified Jan 2, 2026New	No ticker reported
Dec 10, 2025Filed 23 days later	Joint	Virginia ST 4.00% 8/1/38Government Securities and Agency Debt [GS]Maturity 60,000 unitsHeld in: Stocks, Bonds, & Mutual Funds	Sale	$50,001 - $100,000	Notified Jan 2, 2026New	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Notified / status	Prices
Oct 22, 2025Filed 11 days later	Joint	Connecticut St SPL Tax 5.00% 01/01/37Government Securities and Agency Debt [GS]40,000 units of Connecticut St SPL Tax 5.00% 01/01/37Held in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Nov 2, 2025New	No ticker reported
Oct 31, 2025Filed 2 days later	Joint	King Cnty Wash 4.00% 12/01/32Government Securities and Agency Debt [GS]35,000 units of King Cnty Wash 4.00% 12/01/32Held in: Stocks, Bonds, & Mutual Funds	Purchase	$15,001 - $50,000	Notified Nov 2, 2025New	No ticker reported
Oct 14, 2025Filed 19 days later	Joint	North Allegheny PA Sch 5.00% 05/01/2030Government Securities and Agency Debt [GS]redemption of municipal bondHeld in: Stocks, Bonds, & Mutual Funds	Exchange	$15,001 - $50,000	Notified Oct 22, 2025New	No ticker reported
Oct 23, 2025Filed 10 days later	Joint	St John Baptist Parish Var 06/01/37Government Securities and Agency Debt [GS]55,000 units of St John Baptist Parish Var 06/01/37Held in: Stocks, Bonds, & Mutual Funds	Purchase	$50,001 - $100,000	Notified Nov 2, 2025New	No ticker reported

Jul 26, 2026Filed 6 days later	Joint	King Cnty Wash 4.00% 12/01/32Government Securities and Agency Debt [GS]Called Security, $35,000Held in: Stocks, Bonds, & Mutual Funds	Exchange	$15,001 - $50,000	Notified Aug 1, 2026New	No ticker reported
Jul 27, 2026Filed 5 days later	Joint	Tri-Creek 5.00% 7/15/33Government Securities and Agency Debt [GS]50,000 units of Tri-Creek 5.00%Held in: Stocks, Bonds, & Mutual Funds	Purchase	$50,001 - $100,000	Notified Aug 1, 2026New	No ticker reported