David McCormick

Senator · PA · R

Current term Jan 3, 2025 – Jan 3, 2031 · In the Senate since Jan 3, 2025

Official website Contact form Biographical Directory

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.

← Senate chamber

David McCormick

Senator · PA · R

Current term Jan 3, 2025 – Jan 3, 2031 · In the Senate since Jan 3, 2025

Official website Contact form Biographical Directory

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

Disclosed trades

Reports filed since Jan 1, 2025 with the Senate Office of Public Records (eFD), 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.

413 reported transactions in 24 electronically filed reports; latest filed Aug 27, 2026.

Periodic Transaction Report · filed Aug 27, 2026 · Senate eFD

View original filing

GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 19, 2026Filed 8 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 18, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 17, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 17, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 12, 2026Filed 15 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 12, 2026Filed 15 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 11, 2026Filed 16 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 10, 2026Filed 17 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 10, 2026Filed 17 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 5, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 5, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 4, 2026Filed 23 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 4, 2026Filed 23 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 3, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 3, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN OIL REV
Municipal Security
Rate/Coupon: 5% Matures: 2026-12-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
WASHINGTON ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
SPRINGFIELD TWP SCH DIST PA GO
Municipal Security
Rate/Coupon: 5% Matures: 2030-11-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PHILADELPHIA PA AUTH FOR INDL REV
Municipal Security
Rate/Coupon: 5% Matures: 2031-12-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN REV
Municipal Security
Rate/Coupon: 5.25% Matures: 2030-07-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST HIGHER EDL REV
Municipal Security
Rate/Coupon: 4% Matures: 2031-06-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-04-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2034-04-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-08-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-08-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
OXFORD PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2032-09-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
NORTHAMPTON CNTY PA GEN PURP A REV
Municipal Security
Rate/Coupon: 5% Matures: 2034-11-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
DEL CNTY PA AUTH COLLEGE REV
Municipal Security
Rate/Coupon: 5% Matures: 2026-10-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
DALLAS TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
CORPUS CHRISTI TEX UTIL SYS REV
Municipal Security
Rate/Coupon: 5% Matures: 2029-07-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
CHESTER CNTY PA SCH AUTH SCH REV
Municipal Security
Rate/Coupon: 5% Matures: 2027-03-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
ALVIN TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-02-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
ALLEGHENY CNTY HIGHER ED BLDG REV
Municipal Security
Rate/Coupon: 5% Matures: 2032-02-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
WASHINGTON ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
SPRINGFIELD TWP SCH DIST PA GO
Municipal Security
Rate/Coupon: 5% Matures: 2030-11-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PHILADELPHIA PA AUTH FOR INDL REV
Municipal Security
Rate/Coupon: 5% Matures: 2031-12-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 2030-12-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN OIL REV
Municipal Security
Rate/Coupon: 5% Matures: 2026-12-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST HIGHER EDL REV
Municipal Security
Rate/Coupon: 4% Matures: 2031-06-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-04-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2034-04-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-08-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-08-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
OXFORD PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2032-09-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
NORTHAMPTON CNTY PA GEN PURP A REV
Municipal Security
Rate/Coupon: 5% Matures: 2034-11-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
DALLAS TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
CORPUS CHRISTI TEX UTIL SYS REV
Municipal Security
Rate/Coupon: 5% Matures: 2029-07-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
CHESTER CNTY PA SCH AUTH SCH REV
Municipal Security
Rate/Coupon: 5% Matures: 2027-03-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
ALVIN TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-02-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
ALLEGHENY CNTY HIGHER ED BLDG REV
Municipal Security
Rate/Coupon: 5% Matures: 2032-02-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Jul 28, 2026Filed 30 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
NORTHERN YORK CNTY PA SCH DIST GEN
Municipal Security
Rate/Coupon: 5.25% Matures: 2051-11-15
Transaction date
Aug 6, 2026Filed 21 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Aug 19, 2026Filed 8 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$50,001 - $100,000	No ticker reported
Aug 18, 2026Filed 9 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$250,001 - $500,000	No ticker reported
Aug 17, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Aug 17, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported

Periodic Transaction Report · filed Jul 29, 2026 · Senate eFD
View original filing
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Jul 21, 2026Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- PITTSBURGH PA WTR & SWR AUTH WTR & SWR
  Municipal Security
  Rate/Coupon: 5% Matures: 2056-09-01
  Transaction date
  Jul 22, 2026Filed 7 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
- ALLEGHENY CNTY PA GO BDS SER. C
  Municipal Security
  Rate/Coupon: 5% Matures: 2054-12-01
  Transaction date
  Jul 14, 2026Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
Periodic Transaction Report · filed Jun 26, 2026 · Senate eFD
View original filing
- ALLEGHENY CNTY PA SAN AUTH SWR REV BDS
  Municipal Security
  Rate/Coupon: 5% Matures: 2055-12-01
  Transaction date
  Jun 18, 2026Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Jun 2, 2026Filed 24 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  May 27, 2026Filed 30 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed May 28, 2026 · Senate eFD
View original filing
- PHILADELPHIA PA ARPT REV BDS SER. 2025B
  Municipal Security
  Rate/Coupon: 5% Matures: 2055-07-01
  Transaction date
  May 8, 2026Filed 20 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
- CUMBERLAND VALLEY PA SCH DIST GEN OBLIG
  Municipal Security
  Rate/Coupon: 5% Matures: 2053-11-15
  Transaction date
  May 6, 2026Filed 22 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
- GS Managed Structured Note Strategy S&P 500 Linked Note
  Stock
  Transaction date
  May 20, 2026Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed May 1, 2026 · Senate eFD
View original filing
- NORTHAMPTON CNTY PA GEN PURP A REV
  Municipal Security
  Rate/Coupon: 5% Matures: 2034-11-15
  Transaction date
  Apr 24, 2026Filed 7 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Apr 21, 2026Filed 10 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- ALLEGHENY CNTY HIGHER ED BLDG REV
  Municipal Security
  Rate/Coupon: 5% Matures: 2032-02-01
  Transaction date
  Apr 15, 2026Filed 16 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed Mar 28, 2026 · Senate eFD
View original filing
- ALLEGHENY CNTY PA ARPT AUTH ARPT REV
  Municipal Security
  Rate/Coupon: 5.5% Matures: 2050-01-01
  Transaction date
  Mar 17, 2026Filed 11 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- PHILADELPHIA PA WTR & WASTEWTR REV BDS
  Municipal Security
  Rate/Coupon: 5.25% Matures: 2054-09-01
  Transaction date
  Mar 3, 2026Filed 25 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
Transaction date Owner Asset Type Amount (as reported) Prices
Mar 17, 2026 No ticker reported
Periodic Transaction Report · filed Mar 25, 2026 · Senate eFD
View original filing
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Mar 10, 2026Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Mar 3, 2026Filed 22 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- PENNSYLVANIA ST TPK COMMN TPK REV
  Municipal Security
  Rate/Coupon: 5% Matures: 2027-12-01
  Transaction date
  Feb 27, 2026Filed 26 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed Mar 4, 2026 · Senate eFD
View original filing
- MERCER CNTY PA GO BDS
  Municipal Security
  Rate/Coupon: 5% Matures: 10/01/2054
  Transaction date
  Feb 10, 2026Filed 22 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- PHILADELPHIA PA AUTH FOR INDL REV
  Municipal Security
  Rate/Coupon: 5% Matures: 12/01/2031
  Transaction date
  Feb 19, 2026Filed 13 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
- DALLAS TEX INDPT SCH DIST GO
  Municipal Security
  Rate/Coupon: 5% Matures: 02/15/2033
  Transaction date
  Feb 19, 2026Filed 13 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
Periodic Transaction Report · filed Feb 22, 2026 · Senate eFD
View original filing
- MARYLAND ST TRANSN AUTH TRANSN REV
  Municipal Security
  Rate/Coupon: 5% Matures: 07/01/2034
  Transaction date
  Jan 30, 2026Filed 23 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Spouse
  No ticker reported
- PENNSYLVANIA ST TPK COMMN TPK REV
  Municipal Security
  Rate/Coupon: 5% Matures: 12/01/2031
  Transaction date
  Jan 30, 2026Filed 23 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Spouse
  No ticker reported
- MARYLAND ST TRANSN AUTH TRANSN REV
  Municipal Security
  Rate/Coupon: 5% Matures: 07/01/2034
  Transaction date
  Jan 30, 2026Filed 23 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
Periodic Transaction Report · filed Dec 26, 2025 · Senate eFD
View original filing
- DELAWARE CNTY PA GO BDS
  Municipal Security
  Rate/Coupon: 5% Matures: 08/01/2045
  Transaction date
  Dec 17, 2025Filed 9 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- PENNSYLVANIA ST TPK COMMN TPK REV
  Municipal Security
  Rate/Coupon: 5% Matures: 12/01/2046
  Transaction date
  Dec 10, 2025Filed 16 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- Bitwise Bitcoin ETFBITB
  Stock
  Transaction date
  Nov 28, 2025Filed 28 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Mar 17, 2026	No ticker reported

413 reported transactions in 24 electronically filed reports; latest filed Aug 27, 2026.

Periodic Transaction Report · filed Aug 27, 2026 · Senate eFD

View original filing

GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 19, 2026Filed 8 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 18, 2026Filed 9 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 17, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 17, 2026Filed 10 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 12, 2026Filed 15 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 12, 2026Filed 15 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 11, 2026Filed 16 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 10, 2026Filed 17 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 10, 2026Filed 17 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 5, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 5, 2026Filed 22 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 4, 2026Filed 23 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Aug 4, 2026Filed 23 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 3, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy S&P 500 Linked Note
Stock
Transaction date
Aug 3, 2026Filed 24 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN OIL REV
Municipal Security
Rate/Coupon: 5% Matures: 2026-12-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
WASHINGTON ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
SPRINGFIELD TWP SCH DIST PA GO
Municipal Security
Rate/Coupon: 5% Matures: 2030-11-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PHILADELPHIA PA AUTH FOR INDL REV
Municipal Security
Rate/Coupon: 5% Matures: 2031-12-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN REV
Municipal Security
Rate/Coupon: 5.25% Matures: 2030-07-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST HIGHER EDL REV
Municipal Security
Rate/Coupon: 4% Matures: 2031-06-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-04-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2034-04-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-08-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-08-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
OXFORD PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2032-09-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
NORTHAMPTON CNTY PA GEN PURP A REV
Municipal Security
Rate/Coupon: 5% Matures: 2034-11-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
DEL CNTY PA AUTH COLLEGE REV
Municipal Security
Rate/Coupon: 5% Matures: 2026-10-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
DALLAS TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
CORPUS CHRISTI TEX UTIL SYS REV
Municipal Security
Rate/Coupon: 5% Matures: 2029-07-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
CHESTER CNTY PA SCH AUTH SCH REV
Municipal Security
Rate/Coupon: 5% Matures: 2027-03-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
ALVIN TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-02-15
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
ALLEGHENY CNTY HIGHER ED BLDG REV
Municipal Security
Rate/Coupon: 5% Matures: 2032-02-01
Transaction date
Jul 31, 2026Filed 27 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
WASHINGTON ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
SPRINGFIELD TWP SCH DIST PA GO
Municipal Security
Rate/Coupon: 5% Matures: 2030-11-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PHILADELPHIA PA AUTH FOR INDL REV
Municipal Security
Rate/Coupon: 5% Matures: 2031-12-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 2030-12-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN OIL REV
Municipal Security
Rate/Coupon: 5% Matures: 2026-12-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST HIGHER EDL REV
Municipal Security
Rate/Coupon: 4% Matures: 2031-06-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-04-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2034-04-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-08-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-08-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
OXFORD PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2032-09-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
NORTHAMPTON CNTY PA GEN PURP A REV
Municipal Security
Rate/Coupon: 5% Matures: 2034-11-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
DALLAS TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2033-02-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
CORPUS CHRISTI TEX UTIL SYS REV
Municipal Security
Rate/Coupon: 5% Matures: 2029-07-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
CHESTER CNTY PA SCH AUTH SCH REV
Municipal Security
Rate/Coupon: 5% Matures: 2027-03-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
ALVIN TEX INDPT SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 2035-02-15
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
ALLEGHENY CNTY HIGHER ED BLDG REV
Municipal Security
Rate/Coupon: 5% Matures: 2032-02-01
Transaction date
Jul 30, 2026Filed 28 days later
Type
Partial sale
Amount (as reported)
$250,001 - $500,000
Owner
Spouse
No ticker reported
GS Managed Structured Note Strategy MSCI EAFE Linked Note
Stock
Transaction date
Jul 28, 2026Filed 30 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
NORTHERN YORK CNTY PA SCH DIST GEN
Municipal Security
Rate/Coupon: 5.25% Matures: 2051-11-15
Transaction date
Aug 6, 2026Filed 21 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Aug 19, 2026Filed 8 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$50,001 - $100,000	No ticker reported
Aug 18, 2026Filed 9 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$250,001 - $500,000	No ticker reported
Aug 17, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Aug 17, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported

Periodic Transaction Report · filed Jul 29, 2026 · Senate eFD
View original filing
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Jul 21, 2026Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- PITTSBURGH PA WTR & SWR AUTH WTR & SWR
  Municipal Security
  Rate/Coupon: 5% Matures: 2056-09-01
  Transaction date
  Jul 22, 2026Filed 7 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
- ALLEGHENY CNTY PA GO BDS SER. C
  Municipal Security
  Rate/Coupon: 5% Matures: 2054-12-01
  Transaction date
  Jul 14, 2026Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
Periodic Transaction Report · filed Jun 26, 2026 · Senate eFD
View original filing
- ALLEGHENY CNTY PA SAN AUTH SWR REV BDS
  Municipal Security
  Rate/Coupon: 5% Matures: 2055-12-01
  Transaction date
  Jun 18, 2026Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Jun 2, 2026Filed 24 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  May 27, 2026Filed 30 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed May 28, 2026 · Senate eFD
View original filing
- PHILADELPHIA PA ARPT REV BDS SER. 2025B
  Municipal Security
  Rate/Coupon: 5% Matures: 2055-07-01
  Transaction date
  May 8, 2026Filed 20 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
- CUMBERLAND VALLEY PA SCH DIST GEN OBLIG
  Municipal Security
  Rate/Coupon: 5% Matures: 2053-11-15
  Transaction date
  May 6, 2026Filed 22 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
- GS Managed Structured Note Strategy S&P 500 Linked Note
  Stock
  Transaction date
  May 20, 2026Filed 8 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed May 1, 2026 · Senate eFD
View original filing
- NORTHAMPTON CNTY PA GEN PURP A REV
  Municipal Security
  Rate/Coupon: 5% Matures: 2034-11-15
  Transaction date
  Apr 24, 2026Filed 7 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Apr 21, 2026Filed 10 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- ALLEGHENY CNTY HIGHER ED BLDG REV
  Municipal Security
  Rate/Coupon: 5% Matures: 2032-02-01
  Transaction date
  Apr 15, 2026Filed 16 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed Mar 28, 2026 · Senate eFD
View original filing
- ALLEGHENY CNTY PA ARPT AUTH ARPT REV
  Municipal Security
  Rate/Coupon: 5.5% Matures: 2050-01-01
  Transaction date
  Mar 17, 2026Filed 11 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- PHILADELPHIA PA WTR & WASTEWTR REV BDS
  Municipal Security
  Rate/Coupon: 5.25% Matures: 2054-09-01
  Transaction date
  Mar 3, 2026Filed 25 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Member
  No ticker reported
Transaction date Owner Asset Type Amount (as reported) Prices
Mar 17, 2026 No ticker reported
Periodic Transaction Report · filed Mar 25, 2026 · Senate eFD
View original filing
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Mar 10, 2026Filed 15 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- GS Managed Structured Note Strategy MSCI EAFE Linked Note
  Stock
  Transaction date
  Mar 3, 2026Filed 22 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
  Owner
  Spouse
  No ticker reported
- PENNSYLVANIA ST TPK COMMN TPK REV
  Municipal Security
  Rate/Coupon: 5% Matures: 2027-12-01
  Transaction date
  Feb 27, 2026Filed 26 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
Periodic Transaction Report · filed Mar 4, 2026 · Senate eFD
View original filing
- MERCER CNTY PA GO BDS
  Municipal Security
  Rate/Coupon: 5% Matures: 10/01/2054
  Transaction date
  Feb 10, 2026Filed 22 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- PHILADELPHIA PA AUTH FOR INDL REV
  Municipal Security
  Rate/Coupon: 5% Matures: 12/01/2031
  Transaction date
  Feb 19, 2026Filed 13 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
  Owner
  Spouse
  No ticker reported
- DALLAS TEX INDPT SCH DIST GO
  Municipal Security
  Rate/Coupon: 5% Matures: 02/15/2033
  Transaction date
  Feb 19, 2026Filed 13 days later
  Type
  Purchase
  Amount (as reported)
  $500,001 - $1,000,000
Periodic Transaction Report · filed Feb 22, 2026 · Senate eFD
View original filing
- MARYLAND ST TRANSN AUTH TRANSN REV
  Municipal Security
  Rate/Coupon: 5% Matures: 07/01/2034
  Transaction date
  Jan 30, 2026Filed 23 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Spouse
  No ticker reported
- PENNSYLVANIA ST TPK COMMN TPK REV
  Municipal Security
  Rate/Coupon: 5% Matures: 12/01/2031
  Transaction date
  Jan 30, 2026Filed 23 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Spouse
  No ticker reported
- MARYLAND ST TRANSN AUTH TRANSN REV
  Municipal Security
  Rate/Coupon: 5% Matures: 07/01/2034
  Transaction date
  Jan 30, 2026Filed 23 days later
  Type
  Purchase
  Amount (as reported)
  $100,001 - $250,000
Periodic Transaction Report · filed Dec 26, 2025 · Senate eFD
View original filing
- DELAWARE CNTY PA GO BDS
  Municipal Security
  Rate/Coupon: 5% Matures: 08/01/2045
  Transaction date
  Dec 17, 2025Filed 9 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- PENNSYLVANIA ST TPK COMMN TPK REV
  Municipal Security
  Rate/Coupon: 5% Matures: 12/01/2046
  Transaction date
  Dec 10, 2025Filed 16 days later
  Type
  Purchase
  Amount (as reported)
  $250,001 - $500,000
  Owner
  Member
  No ticker reported
- Bitwise Bitcoin ETFBITB
  Stock
  Transaction date
  Nov 28, 2025Filed 28 days later
  Type
  Purchase
  Amount (as reported)
  $50,001 - $100,000
  Owner

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Mar 17, 2026	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Jul 21, 2026Filed 8 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Jul 22, 2026Filed 7 days later	Member	PITTSBURGH PA WTR & SWR AUTH WTR & SWRMunicipal SecurityRate/Coupon: 5% Matures: 2056-09-01	Purchase	$500,001 - $1,000,000	No ticker reported
Jul 14, 2026Filed 15 days later	Member	ALLEGHENY CNTY PA GO BDS SER. CMunicipal SecurityRate/Coupon: 5% Matures: 2054-12-01	Purchase	$500,001 - $1,000,000	No ticker reported
Jul 8, 2026Filed 21 days later	Member	POCONO MTN PA SCH DIST GEN OBLIG BDSMunicipal SecurityRate/Coupon: 5% Matures: 2051-06-15	Purchase	$250,001 - $500,000	No ticker reported
Jul 14, 2026Filed 15 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Jul 8, 2026Filed 21 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$250,001 - $500,000	No ticker reported
Jun 30, 2026Filed 29 days later	Spouse	PHILADELPHIA PA AUTH FOR INDL REVMunicipal SecurityRate/Coupon: 5% Matures: 2028-12-01	Purchase	$100,001 - $250,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 2030-12-01	Partial sale	$100,001 - $250,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	CORPUS CHRISTI TEX UTIL SYS REVMunicipal SecurityRate/Coupon: 5% Matures: 2029-07-15	Partial sale	$100,001 - $250,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	PENNSYLVANIA ST HIGHER EDL REVMunicipal SecurityRate/Coupon: 4% Matures: 2031-06-15	Partial sale	$100,001 - $250,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	PHILADELPHIA PA AUTH FOR INDL REVMunicipal SecurityRate/Coupon: 5% Matures: 2031-12-01	Partial sale	$100,001 - $250,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	WASHINGTON ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-02-01	Partial sale	$15,001 - $50,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	PENNSYLVANIA ST TPK COMMN OIL REVMunicipal SecurityRate/Coupon: 5% Matures: 2026-12-01	Partial sale	$15,001 - $50,000	No ticker reported
Jun 29, 2026Filed 30 days later	Spouse	NORTHAMPTON CNTY PA GEN PURP A REVMunicipal SecurityRate/Coupon: 5% Matures: 2034-11-15	Partial sale	$15,001 - $50,000	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Jun 18, 2026Filed 8 days later	Member	ALLEGHENY CNTY PA SAN AUTH SWR REV BDSMunicipal SecurityRate/Coupon: 5% Matures: 2055-12-01	Purchase	$250,001 - $500,000	No ticker reported
Jun 2, 2026Filed 24 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 27, 2026Filed 30 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 2027-12-01	Partial sale	$250,001 - $500,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	SPRINGFIELD TWP SCH DIST PA GOMunicipal SecurityRate/Coupon: 5% Matures: 2030-11-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2034-04-01	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 5% Matures: 2032-04-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	NORTHAMPTON CNTY PA GEN PURP A REVMunicipal SecurityRate/Coupon: 5% Matures: 2034-11-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST HIGHER EDL REVMunicipal SecurityRate/Coupon: 4% Matures: 2031-06-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	CORPUS CHRISTI TEX UTIL SYS REVMunicipal SecurityRate/Coupon: 5% Matures: 2029-07-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PHILADELPHIA PA AUTH FOR INDL REVMunicipal SecurityRate/Coupon: 5% Matures: 2031-12-01	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2027-08-15	Sale	$500,001 - $1,000,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST TPK COMMN REVMunicipal SecurityRate/Coupon: 5.25% Matures: 2030-07-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-08-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	WASHINGTON ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-02-01	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	ALVIN TEX INDPT SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2035-02-15	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	CHESTER CNTY PA SCH AUTH SCH REVMunicipal SecurityRate/Coupon: 5% Matures: 2027-03-01	Partial sale	$50,001 - $100,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	ALLEGHENY CNTY HIGHER ED BLDG REVMunicipal SecurityRate/Coupon: 5% Matures: 2032-02-01	Partial sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	MONTGOMERY CNTY PA INDL DEV REVMunicipal SecurityRate/Coupon: 5% Matures: 2028-12-01	Sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2034-04-01	Sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	NORTHAMPTON CNTY PA GEN PURP A REVMunicipal SecurityRate/Coupon: 5% Matures: 2034-11-15	Sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	NEVADA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2031-05-01	Sale	$50,001 - $100,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	MARYLAND ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2027-08-01	Sale	$250,001 - $500,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PARKLAND PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-02-01	Partial sale	$15,001 - $50,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA INFRASTRUCTURE REVMunicipal SecurityRate/Coupon: 5% Matures: 2028-01-15	Sale	$15,001 - $50,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	KING CNTY WASH SCH DIST NO 403 GOMunicipal SecurityRate/Coupon: 5% Matures: 2030-12-01	Sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA INFRASTRUCTURE REVMunicipal SecurityRate/Coupon: 5% Matures: 2027-01-15	Sale	$100,001 - $250,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	WASHINGTON ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-12-01	Partial sale	$50,001 - $100,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 2029-12-01	Partial sale	$50,001 - $100,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	NEW GLARUS WIS SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2028-04-01	Sale	$250,001 - $500,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	KING CNTY WASH DBMunicipal SecurityRate/Coupon: 5% Matures: 2032-01-01	Partial sale	$15,001 - $50,000	No ticker reported
May 26, 2026Filed 31 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2035-04-01	Partial sale	$50,001 - $100,000	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
May 8, 2026Filed 20 days later	Member	PHILADELPHIA PA ARPT REV BDS SER. 2025BMunicipal SecurityRate/Coupon: 5% Matures: 2055-07-01	Purchase	$500,001 - $1,000,000	No ticker reported
May 6, 2026Filed 22 days later	Member	CUMBERLAND VALLEY PA SCH DIST GEN OBLIGMunicipal SecurityRate/Coupon: 5% Matures: 2053-11-15	Purchase	$500,001 - $1,000,000	No ticker reported
May 20, 2026Filed 8 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$50,001 - $100,000	No ticker reported
May 20, 2026Filed 8 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 19, 2026Filed 9 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 18, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 18, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 13, 2026Filed 15 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 13, 2026Filed 15 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 12, 2026Filed 16 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 12, 2026Filed 16 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 11, 2026Filed 17 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 11, 2026Filed 17 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 6, 2026Filed 22 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 6, 2026Filed 22 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 6, 2026Filed 22 days later	Spouse	NORRISTOWN PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2034-10-01	Purchase	$250,001 - $500,000	No ticker reported
May 6, 2026Filed 22 days later	Spouse	ENERGY NORTHWEST WASH ELEC REVMunicipal SecurityRate/Coupon: 5% Matures: 2034-07-01	Sale	$100,001 - $250,000	No ticker reported
May 5, 2026Filed 23 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 5, 2026Filed 23 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 4, 2026Filed 24 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
May 4, 2026Filed 24 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	POTTSVILLE PA HOSP AUTH HOSP REVMunicipal SecurityRate/Coupon: 5% Matures: 2041-07-01	Partial sale	$50,001 - $100,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	SPRINGFIELD TWP SCH DIST PA GOMunicipal SecurityRate/Coupon: 5% Matures: 2030-11-15	Partial sale	$15,001 - $50,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 2027-12-01	Sale	$250,001 - $500,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 5% Matures: 2032-04-15	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	PHILADELPHIA PA AUTH FOR INDL REVMunicipal SecurityRate/Coupon: 5% Matures: 2031-12-01	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-08-15	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	ALVIN TEX INDPT SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2035-02-15	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	ALLEGHENY CNTY HIGHER ED BLDG REVMunicipal SecurityRate/Coupon: 5% Matures: 2032-02-01	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST HIGHER EDL REVMunicipal SecurityRate/Coupon: 4% Matures: 2031-06-15	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST TPK COMMN REVMunicipal SecurityRate/Coupon: 5.25% Matures: 2030-07-15	Partial sale	$50,001 - $100,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	WASHINGTON ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-02-01	Partial sale	$15,001 - $50,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	NORTHAMPTON CNTY PA GEN PURP A REVMunicipal SecurityRate/Coupon: 5% Matures: 2034-11-15	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	CORPUS CHRISTI TEX UTIL SYS REVMunicipal SecurityRate/Coupon: 5% Matures: 2029-07-15	Partial sale	$100,001 - $250,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2034-04-01	Partial sale	$250,001 - $500,000	No ticker reported
Apr 30, 2026Filed 28 days later	Spouse	SOUTHCENTRAL PA GEN AUTH REVMunicipal SecurityRate/Coupon: 5% Matures: 2029-06-01	Sale	$500,001 - $1,000,000	No ticker reported
Apr 28, 2026Filed 30 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Apr 24, 2026Filed 7 days later	Spouse	NORTHAMPTON CNTY PA GEN PURP A REVMunicipal SecurityRate/Coupon: 5% Matures: 2034-11-15	Purchase	$500,001 - $1,000,000	No ticker reported
Apr 21, 2026Filed 10 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Apr 15, 2026Filed 16 days later	Spouse	ALLEGHENY CNTY HIGHER ED BLDG REVMunicipal SecurityRate/Coupon: 5% Matures: 2032-02-01	Purchase	$500,001 - $1,000,000	No ticker reported
Apr 14, 2026Filed 17 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Apr 8, 2026Filed 23 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Apr 8, 2026Filed 23 days later	Spouse	OXFORD PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2032-09-01	Purchase	$500,001 - $1,000,000	No ticker reported
Apr 8, 2026Filed 23 days later	Spouse	SPRINGFIELD TWP SCH DIST PA GOMunicipal SecurityRate/Coupon: 5% Matures: 2030-11-15	Purchase	$500,001 - $1,000,000	No ticker reported
Apr 7, 2026Filed 24 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-08-15	Purchase	$500,001 - $1,000,000	No ticker reported
Apr 6, 2026Filed 25 days later	Spouse	UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 5% Matures: 2032-04-15	Purchase	$500,001 - $1,000,000	No ticker reported
Apr 2, 2026Filed 29 days later	Spouse	CHESTER CNTY PA SCH AUTH SCH REVMunicipal SecurityRate/Coupon: 5% Matures: 2027-03-01	Purchase	$500,001 - $1,000,000	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Mar 10, 2026Filed 15 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Mar 3, 2026Filed 22 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 27, 2026Filed 26 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 2027-12-01	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 26, 2026Filed 27 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 2030-12-01	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 26, 2026Filed 27 days later	Spouse	UPPER DUBLIN PA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 2032-05-15	Purchase	$250,001 - $500,000	No ticker reported
Feb 25, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 2035-04-01	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 25, 2026Filed 28 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 25, 2026Filed 28 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 24, 2026Filed 29 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 23, 2026Filed 30 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 23, 2026Filed 30 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 20, 2026Filed 33 days later	Spouse	PARKLAND PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 2033-02-01	Purchase	$250,001 - $500,000	No ticker reported

Transaction date	Owner	Asset	Type	Amount (as reported)	Prices
Feb 10, 2026Filed 22 days later	Member	MERCER CNTY PA GO BDSMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2054	Purchase	$250,001 - $500,000	No ticker reported
Feb 19, 2026Filed 13 days later	Spouse	PHILADELPHIA PA AUTH FOR INDL REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2031	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 19, 2026Filed 13 days later	Spouse	DALLAS TEX INDPT SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/15/2033	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 18, 2026Filed 14 days later	Spouse	GS Managed Structured Note Strategy S&P Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 18, 2026Filed 14 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 17, 2026Filed 15 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 12, 2026Filed 20 days later	Spouse	POTTSVILLE PA HOSP AUTH HOSP REVMunicipal SecurityRate/Coupon: 5% Matures: 07/01/2041	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 11, 2026Filed 21 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 11, 2026Filed 21 days later	Spouse	PENNSYLVANIA ST HIGHER EDL REVMunicipal SecurityRate/Coupon: 4% Matures: 06/15/2031	Purchase	$1,000,001 - $5,000,000	No ticker reported
Feb 11, 2026Filed 21 days later	Spouse	ALVIN TEX INDPT SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/15/2035	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 11, 2026Filed 21 days later	Spouse	UPPER UWCHLAN TWP PA GOMunicipal SecurityRate/Coupon: 4% Matures: 06/01/2033	Purchase	$50,001 - $100,000	No ticker reported
Feb 10, 2026Filed 22 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 9, 2026Filed 23 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 9, 2026Filed 23 days later	Spouse	CORPUS CHRISTI TEX UTIL SYS REVMunicipal SecurityRate/Coupon: 5% Matures: 07/15/2029	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 6, 2026Filed 26 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2035	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 5, 2026Filed 27 days later	Spouse	DL CNTY PA AUTH COLLEGE REVMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2026	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 5, 2026Filed 27 days later	Spouse	PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2030	Purchase	$250,001 - $500,000	No ticker reported
Feb 4, 2026Filed 28 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 4, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2034	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 4, 2026Filed 28 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2034	Purchase	$100,001 - $250,000	No ticker reported
Feb 3, 2026Filed 29 days later	Spouse	GS Managed Structured Note Strategy MSCI EAFE Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 3, 2026Filed 29 days later	Spouse	PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2027	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 3, 2026Filed 29 days later	Spouse	WASHINGTON ST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/01/2033	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 3, 2026Filed 29 days later	Spouse	SOUTHCENTRAL PA GEN AUTH REVMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2029	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 3, 2026Filed 29 days later	Spouse	WASHINGTON ST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/01/2033	Purchase	$250,001 - $500,000	No ticker reported
Feb 2, 2026Filed 30 days later	Spouse	GS Managed Structured Note Strategy S&P 500 Linked NoteStock	Purchase	$100,001 - $250,000	No ticker reported
Feb 2, 2026Filed 30 days later	Spouse	PENNSYLVANIA ST TPK COMMN REVMunicipal SecurityRate/Coupon: 5% Matures: 07/15/2030	Purchase	$500,001 - $1,000,000	No ticker reported
Feb 2, 2026Filed 30 days later	Spouse	PENNSYLVANIA ST TPK COMMN OIL REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2026	Purchase	$250,001 - $500,000	No ticker reported

Goldman Sachs GroupGS

Stock

Transaction date: Jan 23, 2026Filed 30 days later
Type: Sale
Amount (as reported): $1,000,001 - $5,000,000
Owner: Spouse

Disclosed 30 days after the trade. GS closed at $918.88 on Jan 23, 2026; changes are measured from that close.

Amount within the reported $1,000,001–$5,000,000$3,000,001

Point	Session	Close	Change	On $3,000,001 sold
Day after the tradeJan 26, 2026	Jan 26, 2026	$931.86	+1.41%	$42,378 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$892.31	−2.89%	$86,747 loss avoided
30 days afterFeb 23, 2026	Feb 23, 2026	$892.31	−2.89%	$86,747 loss avoided
90 days afterApr 23, 2026	Apr 23, 2026	$931.30	+1.35%	$40,549 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	−3.71%	$111,233 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Jan 30, 2026Filed 23 days later

Spouse

MARYLAND ST TRANSN AUTH TRANSN REVMunicipal SecurityRate/Coupon: 5% Matures: 07/01/2034

Purchase

$250,001 - $500,000

No ticker reported

Jan 30, 2026Filed 23 days later

Spouse

PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2031

Purchase

$250,001 - $500,000

No ticker reported

Jan 30, 2026Filed 23 days later

Spouse

MARYLAND ST TRANSN AUTH TRANSN REVMunicipal SecurityRate/Coupon: 5% Matures: 07/01/2034

Purchase

$100,001 - $250,000

No ticker reported

Jan 29, 2026Filed 24 days later

Spouse

PENNSYLVANIA INFRASTRUCTURE REVMunicipal SecurityRate/Coupon: 5% Matures: 01/15/2027

Purchase

$100,001 - $250,000

No ticker reported

Jan 28, 2026Filed 25 days later

Spouse

WALLENPAUPACK PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 05/01/2028

Purchase

$100,001 - $250,000

No ticker reported

Jan 28, 2026Filed 25 days later

Spouse

PENNSBURY PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/01/2027

Purchase

$100,001 - $250,000

No ticker reported

Jan 27, 2026Filed 26 days later

Spouse

PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2029

Purchase

$100,001 - $250,000

No ticker reported

Jan 26, 2026Filed 27 days later

Spouse

PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2035

Purchase

$250,001 - $500,000

No ticker reported

Jan 26, 2026Filed 27 days later

Spouse

NEW GLARUS WIS SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2028

Purchase

$250,001 - $500,000

No ticker reported

Jan 26, 2026Filed 27 days later

Spouse

KING CNTY WASH DBMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2032

Purchase

$250,001 - $500,000

No ticker reported

Jan 26, 2026Filed 27 days later

Spouse

DELAWARE VALLEY PA REGL FIN REVMunicipal SecurityRate/Coupon: 4% Matures: 03/01/2035

Purchase

$100,001 - $250,000

No ticker reported

Jan 23, 2026Filed 30 days later

Spouse

Goldman Sachs GroupGSStock

Sale

$1,000,001 - $5,000,000

Disclosed 30 days after the trade. GS closed at $918.88 on Jan 23, 2026; changes are measured from that close.

Amount within the reported $1,000,001–$5,000,000$3,000,001

Point	Session	Close	Change	On $3,000,001 sold
Day after the tradeJan 26, 2026	Jan 26, 2026	$931.86	+1.41%	$42,378 gain missed
Day of disclosureFeb 23, 2026	Feb 23, 2026	$892.31	−2.89%	$86,747 loss avoided
30 days afterFeb 23, 2026	Feb 23, 2026	$892.31	−2.89%	$86,747 loss avoided
90 days afterApr 23, 2026	Apr 23, 2026	$931.30	+1.35%	$40,549 gain missed
Latest closeOct 20, 2026	Oct 20, 2026	$884.81	−3.71%	$111,233 loss avoided

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Jan 23, 2026Filed 30 days later

Spouse

MARYLAND ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/01/2027

Purchase

$250,001 - $500,000

No ticker reported

Disclosed 28 days after the trade. BITB closed at $49.32 on Nov 28, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 1, 2025	Dec 1, 2025	$46.47	−5.78%	−$4,334 loss
Day of disclosureDec 26, 2025	Dec 26, 2025	$47.54	−3.61%	−$2,707 loss
30 days afterDec 29, 2025	Dec 29, 2025	$47.31	−4.08%	−$3,057 loss
90 days afterFeb 26, 2026	Feb 26, 2026	$36.65	−25.7%	−$19,267 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.74	−9.29%	−$6,965 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Bitwise Bitcoin ETFBITB

Stock

Transaction date: Nov 26, 2025Filed 30 days later
Type: Purchase
Amount (as reported): $50,001 - $100,000
Owner: Member

Disclosed 30 days after the trade. BITB closed at $48.86 on Nov 26, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 28, 2025	Nov 28, 2025	$49.32	+0.94%	+$706 gain
Day of disclosureDec 26, 2025	Dec 26, 2025	$47.54	−2.70%	−$2,026 loss
30 days afterDec 26, 2025	Dec 26, 2025	$47.54	−2.70%	−$2,026 loss
90 days afterFeb 24, 2026	Feb 24, 2026	$35.01	−28.3%	−$21,260 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.74	−8.43%	−$6,324 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Transaction date

Owner

Asset

Type

Amount (as reported)

Prices

Dec 17, 2025Filed 9 days later

Member

DELAWARE CNTY PA GO BDSMunicipal SecurityRate/Coupon: 5% Matures: 08/01/2045

Purchase

$250,001 - $500,000

No ticker reported

Dec 10, 2025Filed 16 days later

Member

PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2046

Purchase

$250,001 - $500,000

No ticker reported

Nov 28, 2025Filed 28 days later

Member

Bitwise Bitcoin ETFBITBStock

Purchase

$50,001 - $100,000

Disclosed 28 days after the trade. BITB closed at $49.32 on Nov 28, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeDec 1, 2025	Dec 1, 2025	$46.47	−5.78%	−$4,334 loss
Day of disclosureDec 26, 2025	Dec 26, 2025	$47.54	−3.61%	−$2,707 loss
30 days afterDec 29, 2025	Dec 29, 2025	$47.31	−4.08%	−$3,057 loss
90 days afterFeb 26, 2026	Feb 26, 2026	$36.65	−25.7%	−$19,267 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.74	−9.29%	−$6,965 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Nov 26, 2025Filed 30 days later

Member

Bitwise Bitcoin ETFBITBStock

Purchase

$50,001 - $100,000

Disclosed 30 days after the trade. BITB closed at $48.86 on Nov 26, 2025; changes are measured from that close.

Amount within the reported $50,001–$100,000$75,001

Point	Session	Close	Change	On $75,001 bought
Day after the tradeNov 28, 2025	Nov 28, 2025	$49.32	+0.94%	+$706 gain
Day of disclosureDec 26, 2025	Dec 26, 2025	$47.54	−2.70%	−$2,026 loss
30 days afterDec 26, 2025	Dec 26, 2025	$47.54	−2.70%	−$2,026 loss
90 days afterFeb 24, 2026	Feb 24, 2026	$35.01	−28.3%	−$21,260 loss
Latest closeOct 20, 2026	Oct 20, 2026	$44.74	−8.43%	−$6,324 loss

Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.

Dec 17, 2025Filed 9 days later

Spouse

OHIO ST UNIV GEN RCPTS REVMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2035

Purchase

$100,001 - $250,000

No ticker reported

Dec 15, 2025Filed 11 days later

Spouse

PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2034

Purchase

$100,001 - $250,000

No ticker reported

Dec 9, 2025Filed 17 days later

Spouse

ENERGY NORTHWEST WASH ELEC REVMunicipal SecurityRate/Coupon: 5% Matures: 07/01/2034

Purchase

$100,001 - $250,000

No ticker reported

Dec 8, 2025Filed 18 days later

Spouse

SENECA VY PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2026

Sale

$100,001 - $250,000

No ticker reported

Dec 8, 2025Filed 18 days later

Spouse

PHILADELPHIA PA GOMunicipal SecurityRate/Coupon: 5% Matures: 02/01/2026

Sale

$100,001 - $250,000

No ticker reported

Dec 5, 2025Filed 21 days later

Spouse

UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 5% Matures: 04/15/2032

Purchase

$100,001 - $250,000

No ticker reported