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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.
Loading 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.
Disclosed 2 days after the trade. BITB closed at $47.48 on Nov 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeNov 26, 2025
Nov 26, 2025
$48.86
+2.91%
+$945 gain
Day of disclosureNov 28, 2025
Nov 28, 2025
$49.32
+3.88%
+$1,260 gain
30 days afterDec 26, 2025
Dec 26, 2025
$47.54
+0.13%
+$41 gain
90 days afterFeb 23, 2026
Feb 23, 2026
$35.01
−26.3%
−$8,536 loss
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−5.77%
−$1,876 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 24, 2025Filed 3 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Disclosed 3 days after the trade. BITB closed at $48.45 on Nov 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeNov 25, 2025
Nov 25, 2025
$47.48
−2.00%
−$1,502 loss
Day of disclosureNov 28, 2025
Nov 28, 2025
$49.32
+1.80%
+$1,347 gain
30 days afterDec 24, 2025
Dec 24, 2025
$47.40
−2.17%
−$1,625 loss
90 days afterFeb 23, 2026
Feb 23, 2026
$35.01
−27.7%
−$20,805 loss
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−7.66%
−$5,743 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.
HEMPFIELD PA AREA SCH DIST
Municipal Security
Rate/Coupon: 5% Matures: 03/15/2048
Transaction date
Nov 4, 2025Filed 23 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
OHIO ST WTR DEV AUTH WTR REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2035
Transaction date
Nov 19, 2025Filed 8 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
MONTGOMERY CNTY PA INDL DEV REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2031
Transaction date
Nov 18, 2025Filed 9 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
GREATER LATROBE PA SCH AUTH REV
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2030
Transaction date
Oct 31, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
DANIEL BOONE PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 04/01/2030
Transaction date
Oct 31, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
DAUPHIN CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 11/15/2026
Transaction date
Oct 31, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
NORTHERN LEHIGH PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 03/01/2026
Transaction date
Oct 31, 2025Filed 27 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PHILADELPHIA PA WTR & WASTEWTR REV
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2031
Transaction date
Oct 29, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
UNIV PITTSBURGH OF THE COMWLTH REV
Municipal Security
Rate/Coupon: 5% Matures: 02/15/2029
Transaction date
Oct 28, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
UPPER MERION PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/15/2031
Transaction date
Oct 28, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
HAVERFORD TWP PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 03/01/2026
Transaction date
Oct 28, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
DELAWARE RIV PORT AUTH PA & NJ REV
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
Transaction date
Oct 28, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
Transaction date
Oct 28, 2025Filed 30 days later
Type
Sale
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST HIGHER EDL REV
Municipal Security
Rate/Coupon: 5% Matures: 06/15/2032
Transaction date
Oct 28, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Prices
Nov 25, 2025Filed 2 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 2 days after the trade. BITB closed at $47.48 on Nov 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeNov 26, 2025
Nov 26, 2025
$48.86
+2.91%
+$945 gain
Day of disclosureNov 28, 2025
Nov 28, 2025
$49.32
+3.88%
+$1,260 gain
30 days afterDec 26, 2025
Dec 26, 2025
$47.54
+0.13%
+$41 gain
90 days afterFeb 23, 2026
Feb 23, 2026
$35.01
−26.3%
−$8,536 loss
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−5.77%
−$1,876 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 24, 2025Filed 3 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 3 days after the trade. BITB closed at $48.45 on Nov 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeNov 25, 2025
Nov 25, 2025
$47.48
−2.00%
−$1,502 loss
Day of disclosureNov 28, 2025
Nov 28, 2025
$49.32
+1.80%
+$1,347 gain
30 days afterDec 24, 2025
Dec 24, 2025
$47.40
−2.17%
−$1,625 loss
90 days afterFeb 23, 2026
Feb 23, 2026
$35.01
−27.7%
−$20,805 loss
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−7.66%
−$5,743 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 4, 2025Filed 23 days later
Member
HEMPFIELD PA AREA SCH DISTMunicipal SecurityRate/Coupon: 5% Matures: 03/15/2048
Disclosed 27 days after the trade. BITB closed at $47.38 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 28, 2025
Mar 28, 2025
$45.58
−3.80%
−$2,849 loss
Day of disclosureApr 23, 2025
Apr 23, 2025
$50.89
+7.41%
+$5,556 gain
30 days afterApr 28, 2025
Apr 28, 2025
$51.59
+8.89%
+$6,664 gain
90 days afterJun 25, 2025
Jun 25, 2025
$58.66
+23.8%
+$17,856 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−5.57%
−$4,179 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.
PALMER TWP PA GOMunicipal SecurityRate/Coupon: 4% Matures: 11/15/2025
Purchase
$1,001 - $15,000
No ticker reported
Jul 21, 2025Filed 11 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026
Purchase
$15,001 - $50,000
No ticker reported
Jul 21, 2025Filed 11 days later
Spouse
HOLLIDAYSBURG PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 03/15/2026
Purchase
$1,001 - $15,000
No ticker reported
Jul 17, 2025Filed 15 days later
Spouse
SENECA VY PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2026
Purchase
$100,001 - $250,000
No ticker reported
Jul 17, 2025Filed 15 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2026
Purchase
$15,001 - $50,000
No ticker reported
Jul 17, 2025Filed 15 days later
Spouse
CHESTER CNTY PA GOMunicipal SecurityRate/Coupon: 4% Matures: 07/15/2026
Purchase
$1,001 - $15,000
No ticker reported
Jul 15, 2025Filed 17 days later
Spouse
UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 4% Matures: 04/15/2026
Purchase
$100,001 - $250,000
No ticker reported
Jul 2, 2025Filed 30 days later
Spouse
UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 4% Matures: 04/15/2026
Purchase
$1,001 - $15,000
No ticker reported
Jul 2, 2025Filed 30 days later
Spouse
NORTHAMPTON CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025
Purchase
$15,001 - $50,000
No ticker reported
Jul 2, 2025Filed 30 days later
Spouse
PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025
Purchase
$1,001 - $15,000
No ticker reported
Owner
Member
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
Transaction date
Jun 16, 2025Filed 16 days later
Type
Sale
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PHILADELPHIA PA GO
Municipal Security
Rate/Coupon: 5% Matures: 06/11/2025
Transaction date
Jun 11, 2025Filed 21 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
No ticker reported
DELAWARE CNTY PA AUTH COLLEGE REV
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
Transaction date
Jun 6, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
UPPER MERION PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/15/2031
Transaction date
Jun 6, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
EAST PENN PA SCH DIST GO
Municipal Security
Rate/Coupon: 4% Matures: 11/15/2025
Transaction date
Jun 6, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
UNIV PITTSBURGH OF THE COMWLTH REV
Municipal Security
Rate/Coupon: 4% Matures: 04/15/2026
Transaction date
Jun 5, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
HANOVER BORO PA GO
Municipal Security
Rate/Coupon: 4% Matures: 10/01/2025
Transaction date
Jun 4, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PA ST HIGHER EDL FACS AUTH RE
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
Transaction date
Jun 4, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Prices
Jun 23, 2025Filed 9 days later
Member
PHILADELPHIA PA AUTH FOR INDL DEV CITYMunicipal SecurityRate/Coupon: 5% Matures: 05/01/2036
Purchase
$100,001 - $250,000
No ticker reported
Jun 23, 2025Filed 9 days later
Member
HATBORO HORSHAM PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2043
Purchase
$250,001 - $500,000
No ticker reported
Jun 2, 2025Filed 30 days later
Member
PITTSBURGH PA GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2040
Purchase
$250,001 - $500,000
No ticker reported
Jun 16, 2025Filed 16 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2025
Sale
$15,001 - $50,000
No ticker reported
Jun 11, 2025Filed 21 days later
Spouse
PHILADELPHIA PA GOMunicipal SecurityRate/Coupon: 5% Matures: 06/11/2025
Purchase
$100,001 - $250,000
No ticker reported
Jun 6, 2025Filed 26 days later
Spouse
DELAWARE CNTY PA AUTH COLLEGE REVMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025
Purchase
$15,001 - $50,000
No ticker reported
Jun 6, 2025Filed 26 days later
Spouse
UPPER MERION PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/15/2031
Purchase
$15,001 - $50,000
No ticker reported
Jun 6, 2025Filed 26 days later
Spouse
EAST PENN PA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 11/15/2025
Purchase
$1,001 - $15,000
No ticker reported
Jun 5, 2025Filed 27 days later
Spouse
UNIV PITTSBURGH OF THE COMWLTH REVMunicipal SecurityRate/Coupon: 4% Matures: 04/15/2026
Purchase
$1,001 - $15,000
No ticker reported
Jun 4, 2025Filed 28 days later
Spouse
HANOVER BORO PA GOMunicipal SecurityRate/Coupon: 4% Matures: 10/01/2025
Purchase
$1,001 - $15,000
No ticker reported
Jun 4, 2025Filed 28 days later
Spouse
PA ST HIGHER EDL FACS AUTH REMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025
Purchase
$1,001 - $15,000
No ticker reported
Owner
Member
No ticker reported
S&P Smallcap Ishares Core ETFIJR
Stock
Transaction date
May 6, 2025Filed 29 days later
Type
Partial sale
Amount (as reported)
$1,001 - $15,000
Owner
Member
Disclosed 29 days after the trade. IJR closed at $101.65 on May 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 7, 2025
May 7, 2025
$101.79
+0.14%
$11 gain missed
Day of disclosureJun 4, 2025
Jun 4, 2025
$106.42
+4.69%
$375 gain missed
30 days afterJun 5, 2025
Jun 5, 2025
$106.39
+4.66%
$373 gain missed
90 days afterAug 4, 2025
Aug 4, 2025
$110.29
+8.50%
$680 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$137.66
+35.4%
$2,834 gain missed
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.
PENNSYLVANIA ST UNIV REV
Municipal Security
Rate/Coupon: 5% Matures: 05/16/2025
Transaction date
May 16, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
Transaction date
May 15, 2025Filed 20 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
ELIZABETHTOWN PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 4% Matures: 11/15/2025
Transaction date
May 9, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST UNIV REV
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
Transaction date
May 8, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
Transaction date
May 8, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
LOWER MERION PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 04/01/2026
Transaction date
May 7, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
NORTHAMPTON CNTY PA REV
Municipal Security
Rate/Coupon: 5% Matures: 11/15/2025
Transaction date
May 6, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
Transaction date
May 6, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
CENTRE CNTY PA HOSP AUTH REV
Municipal Security
Rate/Coupon: 5% Matures: 11/15/2046
Transaction date
May 5, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
Transaction date
May 5, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
Transaction date
Owner
Asset
Type
Amount (as reported)
Prices
May 29, 2025Filed 6 days later
Spouse
PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025
Sale
$1,001 - $15,000
No ticker reported
May 23, 2025Filed 12 days later
Member
PENNSYLVANIA ST UNIVMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2047
Purchase
$250,001 - $500,000
No ticker reported
May 9, 2025Filed 26 days later
Member
CENTRAL BUCKS PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 05/15/2042
Purchase
$100,001 - $250,000
No ticker reported
May 6, 2025Filed 29 days later
Member
S&P Smallcap Ishares Core ETFIJRStock
Partial sale
$1,001 - $15,000
Disclosed 29 days after the trade. IJR closed at $101.65 on May 6, 2025; changes are measured from that close.
Point
Session
Close
Change
On $8,001 sold
Day after the tradeMay 7, 2025
May 7, 2025
$101.79
+0.14%
$11 gain missed
Day of disclosureJun 4, 2025
Jun 4, 2025
$106.42
+4.69%
$375 gain missed
30 days afterJun 5, 2025
Jun 5, 2025
$106.39
+4.66%
$373 gain missed
90 days afterAug 4, 2025
Aug 4, 2025
$110.29
+8.50%
$680 gain missed
Latest closeOct 20, 2026
Oct 20, 2026
$137.66
+35.4%
$2,834 gain missed
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.
May 16, 2025Filed 19 days later
Spouse
PENNSYLVANIA ST UNIV REVMunicipal SecurityRate/Coupon: 5% Matures: 05/16/2025
Purchase
$1,001 - $15,000
No ticker reported
May 15, 2025Filed 20 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025
Purchase
$1,001 - $15,000
No ticker reported
May 9, 2025Filed 26 days later
Spouse
ELIZABETHTOWN PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 11/15/2025
Purchase
$1,001 - $15,000
No ticker reported
May 8, 2025Filed 27 days later
Spouse
PENNSYLVANIA ST UNIV REVMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025
Purchase
$50,001 - $100,000
No ticker reported
May 8, 2025Filed 27 days later
Spouse
PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025
Purchase
$1,001 - $15,000
No ticker reported
May 7, 2025Filed 28 days later
Spouse
LOWER MERION PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2026
Purchase
$1,001 - $15,000
No ticker reported
May 6, 2025Filed 29 days later
Spouse
NORTHAMPTON CNTY PA REVMunicipal SecurityRate/Coupon: 5% Matures: 11/15/2025
Purchase
$50,001 - $100,000
No ticker reported
May 6, 2025Filed 29 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025
Purchase
$15,001 - $50,000
No ticker reported
May 5, 2025Filed 30 days later
Spouse
CENTRE CNTY PA HOSP AUTH REVMunicipal SecurityRate/Coupon: 5% Matures: 11/15/2046
Purchase
$15,001 - $50,000
No ticker reported
May 5, 2025Filed 30 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026
Purchase
$15,001 - $50,000
No ticker reported
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 08/15/2025
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
EASTON PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 4% Matures: 04/01/2026
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
DELAWARE RIV PORT AUTH PA & NJ REV
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PITTSBURGH PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
WEST VIEW PA WTR AUTH WTR REV
Municipal Security
Rate/Coupon: 5% Matures: 11/15/2025
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
Transaction date
Apr 8, 2025Filed 22 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 08/15/2025
Transaction date
Apr 7, 2025Filed 23 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
CHELTENHAM TWP PA SCH DIST GO
Municipal Security
Rate/Coupon: 4% Matures: 09/15/2025
Transaction date
Apr 7, 2025Filed 23 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 08/15/2025
Transaction date
Apr 4, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
ALTOONA PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2039
Transaction date
Apr 2, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
Transaction date
Apr 2, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
NORTHERN LEHIGH PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 03/01/2026
Transaction date
Apr 2, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PITTSBURGH PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
Transaction date
Apr 2, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Spouse
No ticker reported
PITTSBURGH PA GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2042
Transaction date
Apr 22, 2025Filed 8 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
PHILADELPHIA PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2044
Transaction date
Apr 16, 2025Filed 14 days later
Type
Purchase
Amount (as reported)
$500,001 - $1,000,000
Owner
Member
No ticker reported
ORACLE CORP NOTE
Corporate Bond
Rate/Coupon: 1.65% Matures: 03/25/2026
Transaction date
Apr 2, 2025Filed 28 days later
Type
Sale
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Apr 9, 2025Filed 21 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 21 days after the trade. BITB closed at $44.77 on Apr 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 10, 2025
Apr 10, 2025
$43.30
−3.28%
−$1,067 loss
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+14.4%
+$4,690 gain
30 days afterMay 9, 2025
May 9, 2025
$56.18
+25.5%
+$8,283 gain
90 days afterJul 8, 2025
Jul 8, 2025
$59.18
+32.2%
+$10,461 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−0.07%
−$22 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
Apr 7, 2025Filed 23 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 23 days after the trade. BITB closed at $42.43 on Apr 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 8, 2025
Apr 8, 2025
$41.75
−1.60%
−$521 loss
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+20.7%
+$6,741 gain
30 days afterMay 7, 2025
May 7, 2025
$52.38
+23.5%
+$7,622 gain
90 days afterJul 7, 2025
Jul 7, 2025
$58.78
+38.5%
+$12,524 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+5.44%
+$1,769 gain
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
Apr 3, 2025Filed 27 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 27 days after the trade. BITB closed at $44.59 on Apr 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 4, 2025
Apr 4, 2025
$45.69
+2.47%
+$802 gain
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+14.9%
+$4,840 gain
30 days afterMay 5, 2025
May 5, 2025
$51.31
+15.1%
+$4,898 gain
90 days afterJul 2, 2025
Jul 2, 2025
$59.74
+34.0%
+$11,043 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+0.34%
+$109 gain
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.
FOX CHAPEL PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 02/01/2042
Transaction date
Apr 2, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Apr 2, 2025Filed 28 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 28 days after the trade. BITB closed at $47.33 on Apr 2, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 3, 2025
Apr 3, 2025
$44.59
−5.79%
−$1,882 loss
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+8.24%
+$2,678 gain
30 days afterMay 2, 2025
May 2, 2025
$52.81
+11.6%
+$3,763 gain
90 days afterJul 1, 2025
Jul 1, 2025
$57.32
+21.1%
+$6,860 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−5.47%
−$1,779 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.
MERCER CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2037
Transaction date
Apr 1, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Mar 31, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 30 days after the trade. BITB closed at $44.88 on Mar 31, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 1, 2025
Apr 1, 2025
$46.27
+3.10%
+$1,007 gain
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+14.1%
+$4,599 gain
30 days afterApr 30, 2025
Apr 30, 2025
$51.23
+14.1%
+$4,599 gain
90 days afterJun 30, 2025
Jun 30, 2025
$58.59
+30.5%
+$9,928 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−0.31%
−$101 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
Apr 16, 2025Filed 14 days later
Spouse
NORTHEASTERN YORK PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2031
Purchase
$15,001 - $50,000
No ticker reported
Apr 16, 2025Filed 14 days later
Spouse
PENNSYLVANIA ST UNIV REVMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2026
Purchase
$15,001 - $50,000
No ticker reported
Apr 15, 2025Filed 15 days later
Spouse
NAZARETH PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 11/15/2035
Purchase
$1,001 - $15,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025
Purchase
$1,001 - $15,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2025
Purchase
$15,001 - $50,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
EASTON PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 04/01/2026
Purchase
$15,001 - $50,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
DELAWARE RIV PORT AUTH PA & NJ REVMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026
Purchase
$1,001 - $15,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
PITTSBURGH PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025
Purchase
$1,001 - $15,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
WEST VIEW PA WTR AUTH WTR REVMunicipal SecurityRate/Coupon: 5% Matures: 11/15/2025
Purchase
$1,001 - $15,000
No ticker reported
Apr 8, 2025Filed 22 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026
Purchase
$1,001 - $15,000
No ticker reported
Apr 7, 2025Filed 23 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2025
Purchase
$1,001 - $15,000
No ticker reported
Apr 7, 2025Filed 23 days later
Spouse
CHELTENHAM TWP PA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 09/15/2025
Purchase
$15,001 - $50,000
No ticker reported
Apr 4, 2025Filed 26 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2025
Purchase
$15,001 - $50,000
No ticker reported
Apr 2, 2025Filed 28 days later
Spouse
ALTOONA PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2039
Purchase
$15,001 - $50,000
No ticker reported
Apr 2, 2025Filed 28 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025
Purchase
$1,001 - $15,000
No ticker reported
Apr 2, 2025Filed 28 days later
Spouse
NORTHERN LEHIGH PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2026
Purchase
$15,001 - $50,000
No ticker reported
Apr 2, 2025Filed 28 days later
Spouse
PITTSBURGH PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025
Purchase
$15,001 - $50,000
No ticker reported
Apr 22, 2025Filed 8 days later
Member
PITTSBURGH PA GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2042
Purchase
$250,001 - $500,000
No ticker reported
Apr 16, 2025Filed 14 days later
Member
PHILADELPHIA PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2044
Disclosed 21 days after the trade. BITB closed at $44.77 on Apr 9, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 10, 2025
Apr 10, 2025
$43.30
−3.28%
−$1,067 loss
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+14.4%
+$4,690 gain
30 days afterMay 9, 2025
May 9, 2025
$56.18
+25.5%
+$8,283 gain
90 days afterJul 8, 2025
Jul 8, 2025
$59.18
+32.2%
+$10,461 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−0.07%
−$22 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.
Apr 7, 2025Filed 23 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 23 days after the trade. BITB closed at $42.43 on Apr 7, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 8, 2025
Apr 8, 2025
$41.75
−1.60%
−$521 loss
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+20.7%
+$6,741 gain
30 days afterMay 7, 2025
May 7, 2025
$52.38
+23.5%
+$7,622 gain
90 days afterJul 7, 2025
Jul 7, 2025
$58.78
+38.5%
+$12,524 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+5.44%
+$1,769 gain
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.
Apr 3, 2025Filed 27 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 27 days after the trade. BITB closed at $44.59 on Apr 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 4, 2025
Apr 4, 2025
$45.69
+2.47%
+$802 gain
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+14.9%
+$4,840 gain
30 days afterMay 5, 2025
May 5, 2025
$51.31
+15.1%
+$4,898 gain
90 days afterJul 2, 2025
Jul 2, 2025
$59.74
+34.0%
+$11,043 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+0.34%
+$109 gain
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.
Apr 2, 2025Filed 28 days later
Member
FOX CHAPEL PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/01/2042
Purchase
$250,001 - $500,000
No ticker reported
Apr 2, 2025Filed 28 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 28 days after the trade. BITB closed at $47.33 on Apr 2, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 3, 2025
Apr 3, 2025
$44.59
−5.79%
−$1,882 loss
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+8.24%
+$2,678 gain
30 days afterMay 2, 2025
May 2, 2025
$52.81
+11.6%
+$3,763 gain
90 days afterJul 1, 2025
Jul 1, 2025
$57.32
+21.1%
+$6,860 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−5.47%
−$1,779 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.
Apr 1, 2025Filed 29 days later
Member
MERCER CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2037
Purchase
$250,001 - $500,000
No ticker reported
Mar 31, 2025Filed 30 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 30 days after the trade. BITB closed at $44.88 on Mar 31, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeApr 1, 2025
Apr 1, 2025
$46.27
+3.10%
+$1,007 gain
Day of disclosureApr 30, 2025
Apr 30, 2025
$51.23
+14.1%
+$4,599 gain
30 days afterApr 30, 2025
Apr 30, 2025
$51.23
+14.1%
+$4,599 gain
90 days afterJun 30, 2025
Jun 30, 2025
$58.59
+30.5%
+$9,928 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−0.31%
−$101 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
Mar 25, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Disclosed 29 days after the trade. BITB closed at $48.00 on Mar 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 26, 2025
Mar 26, 2025
$47.09
−1.90%
−$1,422 loss
Day of disclosureApr 23, 2025
Apr 23, 2025
$50.89
+6.02%
+$4,516 gain
30 days afterApr 24, 2025
Apr 24, 2025
$50.96
+6.17%
+$4,625 gain
90 days afterJun 23, 2025
Jun 23, 2025
$56.20
+17.1%
+$12,813 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−6.79%
−$5,094 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.
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 06/01/2037
Transaction date
Mar 24, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Mar 24, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 30 days after the trade. BITB closed at $48.04 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$48.00
−0.08%
−$27 loss
Day of disclosureApr 23, 2025
Apr 23, 2025
$50.89
+5.93%
+$1,928 gain
30 days afterApr 23, 2025
Apr 23, 2025
$50.89
+5.93%
+$1,928 gain
90 days afterJun 23, 2025
Jun 23, 2025
$56.20
+17.0%
+$5,521 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−6.87%
−$2,233 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
Mar 27, 2025Filed 27 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 27 days after the trade. BITB closed at $47.38 on Mar 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 28, 2025
Mar 28, 2025
$45.58
−3.80%
−$2,849 loss
Day of disclosureApr 23, 2025
Apr 23, 2025
$50.89
+7.41%
+$5,556 gain
30 days afterApr 28, 2025
Apr 28, 2025
$51.59
+8.89%
+$6,664 gain
90 days afterJun 25, 2025
Jun 25, 2025
$58.66
+23.8%
+$17,856 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−5.57%
−$4,179 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.
Mar 25, 2025Filed 29 days later
Member
EAST WHITELAND TWP PA GOMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2036
Purchase
$250,001 - $500,000
No ticker reported
Mar 25, 2025Filed 29 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 29 days after the trade. BITB closed at $48.00 on Mar 25, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 26, 2025
Mar 26, 2025
$47.09
−1.90%
−$1,422 loss
Day of disclosureApr 23, 2025
Apr 23, 2025
$50.89
+6.02%
+$4,516 gain
30 days afterApr 24, 2025
Apr 24, 2025
$50.96
+6.17%
+$4,625 gain
90 days afterJun 23, 2025
Jun 23, 2025
$56.20
+17.1%
+$12,813 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−6.79%
−$5,094 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.
Mar 24, 2025Filed 30 days later
Member
PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2037
Purchase
$100,001 - $250,000
No ticker reported
Mar 24, 2025Filed 30 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 30 days after the trade. BITB closed at $48.04 on Mar 24, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 25, 2025
Mar 25, 2025
$48.00
−0.08%
−$27 loss
Day of disclosureApr 23, 2025
Apr 23, 2025
$50.89
+5.93%
+$1,928 gain
30 days afterApr 23, 2025
Apr 23, 2025
$50.89
+5.93%
+$1,928 gain
90 days afterJun 23, 2025
Jun 23, 2025
$56.20
+17.0%
+$5,521 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−6.87%
−$2,233 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.
Owner
Spouse
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
Transaction date
Mar 4, 2025Filed 25 days later
Type
Purchase
Amount (as reported)
$1,001 - $15,000
Owner
Spouse
No ticker reported
Goldman Sachs GroupGS
Stock
Transaction date
Feb 28, 2025Filed 29 days later
Type
Partial sale
Amount (as reported)
$1,000,001 - $5,000,000
Owner
Spouse
Disclosed 29 days after the trade. GS closed at $622.29 on Feb 28, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeMar 3, 2025
Mar 3, 2025
$605.26
−2.74%
$82,100 loss avoided
Day of disclosureMar 31, 2025
Mar 31, 2025
$546.29
−12.2%
$366,389 loss avoided
30 days afterMar 31, 2025
Mar 31, 2025
$546.29
−12.2%
$366,389 loss avoided
90 days afterMay 29, 2025
May 29, 2025
$604.86
−2.80%
$84,028 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+42.2%
$1,265,584 gain missed
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.
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
Transaction date
Feb 28, 2025Filed 29 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: 12/01/2030
Transaction date
Feb 27, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Mar 20, 2025Filed 9 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Disclosed 9 days after the trade. BITB closed at $45.81 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 21, 2025
Mar 21, 2025
$45.68
−0.28%
−$213 loss
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−2.03%
−$1,523 loss
30 days afterApr 21, 2025
Apr 21, 2025
$47.57
+3.84%
+$2,882 gain
90 days afterJun 18, 2025
Jun 18, 2025
$56.52
+23.4%
+$17,535 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−2.34%
−$1,752 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.
PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV BDS
Municipal Security
Rate/Coupon: 5% Matures: 05/15/2038
Transaction date
Mar 13, 2025Filed 16 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Member
No ticker reported
PARAMOUNT GLOBAL NOTE
Corporate Bond
Rate/Coupon: 4% Matures: 01/15/2026
Transaction date
Mar 13, 2025Filed 16 days later
Type
Sale
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
GENERAL MILLS INC
Corporate Bond
Rate/Coupon: 5.25% Matures: 01/30/2035
Transaction date
Mar 13, 2025Filed 16 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Mar 13, 2025Filed 16 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 16 days after the trade. BITB closed at $43.61 on Mar 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 14, 2025
Mar 14, 2025
$46.08
+5.66%
+$1,841 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
+2.91%
+$946 gain
30 days afterApr 14, 2025
Apr 14, 2025
$46.22
+5.98%
+$1,945 gain
90 days afterJun 11, 2025
Jun 11, 2025
$59.21
+35.8%
+$11,626 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+2.59%
+$842 gain
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
Mar 11, 2025Filed 18 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 18 days after the trade. BITB closed at $45.21 on Mar 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 12, 2025
Mar 12, 2025
$45.12
−0.20%
−$65 loss
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−0.73%
−$237 loss
30 days afterApr 10, 2025
Apr 10, 2025
$43.30
−4.22%
−$1,373 loss
90 days afterJun 9, 2025
Jun 9, 2025
$59.14
+30.8%
+$10,014 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−1.04%
−$338 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
Mar 10, 2025Filed 19 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Disclosed 19 days after the trade. BITB closed at $42.99 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$45.21
+5.16%
+$3,873 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
+4.40%
+$3,297 gain
30 days afterApr 9, 2025
Apr 9, 2025
$44.77
+4.14%
+$3,105 gain
90 days afterJun 9, 2025
Jun 9, 2025
$59.14
+37.6%
+$28,176 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+4.07%
+$3,053 gain
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.
KB HOME NOTE
Corporate Bond
Rate/Coupon: 7.25% Matures: 07/15/2030
Transaction date
Mar 5, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$250,001 - $500,000
Owner
Member
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Transaction date
Mar 5, 2025Filed 24 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 24 days after the trade. BITB closed at $49.25 on Mar 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 6, 2025
Mar 6, 2025
$48.47
−1.58%
−$515 loss
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−8.87%
−$2,884 loss
30 days afterApr 4, 2025
Apr 4, 2025
$45.69
−7.23%
−$2,349 loss
90 days afterJun 3, 2025
Jun 3, 2025
$57.82
+17.4%
+$5,656 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−9.16%
−$2,976 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
Mar 3, 2025Filed 26 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Disclosed 26 days after the trade. BITB closed at $46.79 on Mar 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 4, 2025
Mar 4, 2025
$47.26
+1.00%
+$753 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−4.08%
−$3,062 loss
30 days afterApr 2, 2025
Apr 2, 2025
$47.33
+1.15%
+$866 gain
90 days afterJun 2, 2025
Jun 2, 2025
$56.86
+21.5%
+$16,141 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−4.38%
−$3,286 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
Feb 28, 2025Filed 29 days later
Type
Purchase
Amount (as reported)
$15,001 - $50,000
Owner
Member
Disclosed 29 days after the trade. BITB closed at $45.84 on Feb 28, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 3, 2025
Mar 3, 2025
$46.79
+2.07%
+$674 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−2.09%
−$681 loss
30 days afterMar 31, 2025
Mar 31, 2025
$44.88
−2.09%
−$681 loss
90 days afterMay 29, 2025
May 29, 2025
$57.45
+25.3%
+$8,232 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−2.40%
−$780 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
Feb 27, 2025Filed 30 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Member
Disclosed 30 days after the trade. BITB closed at $45.36 on Feb 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeFeb 28, 2025
Feb 28, 2025
$45.84
+1.06%
+$794 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−1.06%
−$794 loss
30 days afterMar 31, 2025
Mar 31, 2025
$44.88
−1.06%
−$794 loss
90 days afterMay 28, 2025
May 28, 2025
$58.22
+28.4%
+$21,264 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−1.37%
−$1,025 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
Mar 17, 2025Filed 12 days later
Spouse
BETHLEHEM PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 07/15/2025
Purchase
$100,001 - $250,000
No ticker reported
Mar 17, 2025Filed 12 days later
Spouse
CENTRAL DAUPHIN PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/01/2026
Purchase
$1,001 - $15,000
No ticker reported
Mar 4, 2025Filed 25 days later
Spouse
DELAWARE RIV PORT AUTH PA & NJ REVMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026
Purchase
$100,001 - $250,000
No ticker reported
Mar 4, 2025Filed 25 days later
Spouse
PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2025
Purchase
$1,001 - $15,000
No ticker reported
Feb 28, 2025Filed 29 days later
Spouse
Goldman Sachs GroupGSStock
Partial sale
$1,000,001 - $5,000,000
Disclosed 29 days after the trade. GS closed at $622.29 on Feb 28, 2025; changes are measured from that close.
Point
Session
Close
Change
On $3,000,001 sold
Day after the tradeMar 3, 2025
Mar 3, 2025
$605.26
−2.74%
$82,100 loss avoided
Day of disclosureMar 31, 2025
Mar 31, 2025
$546.29
−12.2%
$366,389 loss avoided
30 days afterMar 31, 2025
Mar 31, 2025
$546.29
−12.2%
$366,389 loss avoided
90 days afterMay 29, 2025
May 29, 2025
$604.86
−2.80%
$84,028 loss avoided
Latest closeOct 20, 2026
Oct 20, 2026
$884.81
+42.2%
$1,265,584 gain missed
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.
Feb 28, 2025Filed 29 days later
Spouse
PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025
Purchase
$100,001 - $250,000
No ticker reported
Feb 27, 2025Filed 30 days later
Spouse
PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2030
Purchase
$50,001 - $100,000
No ticker reported
Mar 20, 2025Filed 9 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 9 days after the trade. BITB closed at $45.81 on Mar 20, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 21, 2025
Mar 21, 2025
$45.68
−0.28%
−$213 loss
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−2.03%
−$1,523 loss
30 days afterApr 21, 2025
Apr 21, 2025
$47.57
+3.84%
+$2,882 gain
90 days afterJun 18, 2025
Jun 18, 2025
$56.52
+23.4%
+$17,535 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−2.34%
−$1,752 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.
PARAMOUNT GLOBAL NOTECorporate BondRate/Coupon: 4% Matures: 01/15/2026
Sale
$250,001 - $500,000
No ticker reported
Mar 13, 2025Filed 16 days later
Member
GENERAL MILLS INCCorporate BondRate/Coupon: 5.25% Matures: 01/30/2035
Purchase
$250,001 - $500,000
No ticker reported
Mar 13, 2025Filed 16 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 16 days after the trade. BITB closed at $43.61 on Mar 13, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 14, 2025
Mar 14, 2025
$46.08
+5.66%
+$1,841 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
+2.91%
+$946 gain
30 days afterApr 14, 2025
Apr 14, 2025
$46.22
+5.98%
+$1,945 gain
90 days afterJun 11, 2025
Jun 11, 2025
$59.21
+35.8%
+$11,626 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+2.59%
+$842 gain
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.
Mar 11, 2025Filed 18 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 18 days after the trade. BITB closed at $45.21 on Mar 11, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 12, 2025
Mar 12, 2025
$45.12
−0.20%
−$65 loss
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−0.73%
−$237 loss
30 days afterApr 10, 2025
Apr 10, 2025
$43.30
−4.22%
−$1,373 loss
90 days afterJun 9, 2025
Jun 9, 2025
$59.14
+30.8%
+$10,014 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−1.04%
−$338 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.
Mar 10, 2025Filed 19 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 19 days after the trade. BITB closed at $42.99 on Mar 10, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 11, 2025
Mar 11, 2025
$45.21
+5.16%
+$3,873 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
+4.40%
+$3,297 gain
30 days afterApr 9, 2025
Apr 9, 2025
$44.77
+4.14%
+$3,105 gain
90 days afterJun 9, 2025
Jun 9, 2025
$59.14
+37.6%
+$28,176 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
+4.07%
+$3,053 gain
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.
Mar 5, 2025Filed 24 days later
Member
KB HOME NOTECorporate BondRate/Coupon: 7.25% Matures: 07/15/2030
Purchase
$250,001 - $500,000
No ticker reported
Mar 5, 2025Filed 24 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 24 days after the trade. BITB closed at $49.25 on Mar 5, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 6, 2025
Mar 6, 2025
$48.47
−1.58%
−$515 loss
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−8.87%
−$2,884 loss
30 days afterApr 4, 2025
Apr 4, 2025
$45.69
−7.23%
−$2,349 loss
90 days afterJun 3, 2025
Jun 3, 2025
$57.82
+17.4%
+$5,656 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−9.16%
−$2,976 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.
Mar 3, 2025Filed 26 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 26 days after the trade. BITB closed at $46.79 on Mar 3, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeMar 4, 2025
Mar 4, 2025
$47.26
+1.00%
+$753 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−4.08%
−$3,062 loss
30 days afterApr 2, 2025
Apr 2, 2025
$47.33
+1.15%
+$866 gain
90 days afterJun 2, 2025
Jun 2, 2025
$56.86
+21.5%
+$16,141 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−4.38%
−$3,286 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.
Feb 28, 2025Filed 29 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$15,001 - $50,000
Disclosed 29 days after the trade. BITB closed at $45.84 on Feb 28, 2025; changes are measured from that close.
Point
Session
Close
Change
On $32,501 bought
Day after the tradeMar 3, 2025
Mar 3, 2025
$46.79
+2.07%
+$674 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−2.09%
−$681 loss
30 days afterMar 31, 2025
Mar 31, 2025
$44.88
−2.09%
−$681 loss
90 days afterMay 29, 2025
May 29, 2025
$57.45
+25.3%
+$8,232 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−2.40%
−$780 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.
Feb 27, 2025Filed 30 days later
Member
Bitwise Bitcoin ETFBITBStock
Purchase
$50,001 - $100,000
Disclosed 30 days after the trade. BITB closed at $45.36 on Feb 27, 2025; changes are measured from that close.
Point
Session
Close
Change
On $75,001 bought
Day after the tradeFeb 28, 2025
Feb 28, 2025
$45.84
+1.06%
+$794 gain
Day of disclosureMar 31, 2025
Mar 31, 2025
$44.88
−1.06%
−$794 loss
30 days afterMar 31, 2025
Mar 31, 2025
$44.88
−1.06%
−$794 loss
90 days afterMay 28, 2025
May 28, 2025
$58.22
+28.4%
+$21,264 gain
Latest closeOct 20, 2026
Oct 20, 2026
$44.74
−1.37%
−$1,025 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.
