
Senator · PA · R
Current term Jan 3, 2025 – Jan 3, 2031 · In the Senate since Jan 3, 2025
Official websiteContact formBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
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.
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 Mar 19, 2025 · Amendment 1 of the report dated Mar 6, 2025 · Senate eFD
View original filingPENNSYLVANIA ST TPK COMMN OIL REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Disclosed 21 days after the trade. BITB closed at $45.89 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $45.36 | −1.15% | −$375 loss | |
| Day of disclosureMar 19, 2025 | $46.55 | +1.44% | +$467 gain | |
| 30 days afterMar 28, 2025 | $45.58 | −0.68% | −$220 loss | |
| 90 days afterMay 27, 2025 | $59.90 | +30.5% | +$9,922 gain | |
| Latest closeOct 20, 2026 | $44.74 | −2.51% | −$814 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
Disclosed 22 days after the trade. BITB closed at $47.92 on Feb 25, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 26, 2025 | $45.89 | −4.24% | −$3,177 loss | |
| Day of disclosureMar 19, 2025 | $46.55 | −2.86% | −$2,144 loss | |
| 30 days afterMar 27, 2025 | $47.38 | −1.13% | −$845 loss | |
| 90 days afterMay 27, 2025 | $59.90 | +25.0% | +$18,750 gain | |
| Latest closeOct 20, 2026 | $44.74 | −6.64% | −$4,977 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.
PITTSBURGH PA WTR & SWR AUTH WTR & SWR
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2044
No ticker reported
ALLEGHENY CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2039
No ticker reported
PITTSBURGH PA WTR & SWR AUTH WTR & SWR
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2044
No ticker reported
ALLEGHENY CNTY PA GO BDS
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2039
No ticker reported
ALLENTOWN PA SCH DIST GO BDS
Municipal Security
Rate/Coupon: 5% Matures: 06/01/2043
No ticker reported
EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS
Municipal Security
Rate/Coupon: 5% Matures: 08/15/2026
No ticker reported
UPPER MERION PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/15/2030
No ticker reported
PA ST HIGHER EDL FACS AUTH
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2036
No ticker reported
LANCASTER CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 11/01/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK
Municipal Security
Rate/Coupon: 5% Matures: 06/01/2025
No ticker reported
WHITEHALL TWP PA GO
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
PHILADELPHIA PA WTR & WASTEWTR REV
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 02/14/2025
No ticker reported
MONTOUR PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 04/01/2042
No ticker reported
PHILADELPHIA PA GO
Municipal Security
Rate/Coupon: 5% Matures: 08/01/2025
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2025Amendment filed 22 days later | Spouse | PENNSYLVANIA ST TPK COMMN OIL REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 26, 2025Amendment filed 21 days later | Member | Bitwise Bitcoin ETFBITBStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. BITB closed at $45.89 on Feb 26, 2025; changes are measured from that close.
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 25, 2025Amendment filed 22 days later | Member | Bitwise Bitcoin ETFBITBStock | Purchase | $50,001 - $100,000 | ||||||||||||||||||||||||||
Disclosed 22 days after the trade. BITB closed at $47.92 on Feb 25, 2025; changes are measured from that close.
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 24, 2025Amendment filed 23 days later | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWR | No ticker reported | |||||||||||||||||||||||||||
Periodic Transaction Report · filed Mar 5, 2025 · Senate eFD
View original filingPENNSYLVANIA ST TPK COMMN OIL REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
Bitwise Bitcoin ETFBITB
Stock
Disclosed 7 days after the trade. BITB closed at $45.89 on Feb 26, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $32,501 bought |
|---|---|---|---|---|
| Day after the tradeFeb 27, 2025 | $45.36 | −1.15% | −$375 loss | |
| Day of disclosureMar 5, 2025 | $49.25 | +7.32% | +$2,380 gain | |
| 30 days afterMar 28, 2025 | $45.58 | −0.68% | −$220 loss | |
| 90 days afterMay 27, 2025 | $59.90 | +30.5% | +$9,922 gain | |
| Latest closeOct 20, 2026 | $44.74 | −2.51% | −$814 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
Periodic Transaction Report · filed Feb 9, 2025 · Senate eFD
View original filingPENNSYLVANIA ST UNIV BDS
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2044
No ticker reported
PHILADELPHIA PA GAS WKS REV BDS
Municipal Security
Rate/Coupon: 5% Matures: 08/01/2033
No ticker reported
OCCIDENTAL PETE CORP NOTE
Corporate Bond
Rate/Coupon: 5.55% Matures: 10/01/2034
Periodic Transaction Report · filed Feb 5, 2025 · Senate eFD
View original filingPOCONO MTN PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices |
|---|---|---|---|---|---|
| Jan 6, 2025Filed 30 days later | Spouse | POCONO MTN PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported |
| Purchase |
| $100,001 - $250,000 |
| Feb 24, 2025Amendment filed 23 days later | Member | ALLEGHENY CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2039 | Purchase | $250,001 - $500,000 | No ticker reported |
| Feb 10, 2025Amendment filed 37 days later | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWRMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2044 | Purchase | $250,001 - $500,000 | No ticker reported |
| Feb 10, 2025Amendment filed 37 days later | Member | ALLEGHENY CNTY PA GO BDSMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2039 | Purchase | $250,001 - $500,000 | No ticker reported |
| Feb 5, 2025Amendment filed 42 days later | Member | ALLENTOWN PA SCH DIST GO BDSMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2043 | Purchase | $500,001 - $1,000,000 | No ticker reported |
| Feb 5, 2025Amendment filed 42 days later | Member | EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDSMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2026 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 24, 2025Amendment filed 23 days later | Spouse | UPPER MERION PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/15/2030 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 24, 2025Amendment filed 23 days later | Spouse | PA ST HIGHER EDL FACS AUTHMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2036 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 24, 2025Amendment filed 23 days later | Spouse | LANCASTER CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 11/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 24, 2025Amendment filed 23 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2025 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 24, 2025Amendment filed 23 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2025 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 20, 2025Amendment filed 27 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 19, 2025Amendment filed 28 days later | Spouse | PENNSYLVANIA ST TPK COMMN TPKMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 19, 2025Amendment filed 28 days later | Spouse | PENNSYLVANIA ST TPK COMMN TPKMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 18, 2025Amendment filed 29 days later | Spouse | WHITEHALL TWP PA GOMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 18, 2025Amendment filed 29 days later | Spouse | PHILADELPHIA PA WTR & WASTEWTR REVMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 14, 2025Amendment filed 33 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/14/2025 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 4, 2025Amendment filed 43 days later | Spouse | MONTOUR PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2042 | Purchase | $1,001 - $15,000 | No ticker reported |
| Feb 4, 2025Amendment filed 43 days later | Spouse | PHILADELPHIA PA GOMunicipal SecurityRate/Coupon: 5% Matures: 08/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported |
| Feb 3, 2025Amendment filed 44 days later | Spouse | PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $50,001 - $100,000 | No ticker reported |
Disclosed 8 days after the trade. BITB closed at $47.92 on Feb 25, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 26, 2025 | $45.89 | −4.24% | −$3,177 loss | |
| Day of disclosureMar 5, 2025 | $49.25 | +2.78% | +$2,082 gain | |
| 30 days afterMar 27, 2025 | $47.38 | −1.13% | −$845 loss | |
| 90 days afterMay 27, 2025 | $59.90 | +25.0% | +$18,750 gain | |
| Latest closeOct 20, 2026 | $44.74 | −6.64% | −$4,977 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.
PITTSBURGH PA WTR & SWR AUTH WTR & SWR
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2044
No ticker reported
ALLEGHENY CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2039
No ticker reported
PITTSBURGH PA WTR & SWR AUTH WTR & SWR
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2044
No ticker reported
ALLEGHENY CNTY PA GO BDS
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2039
No ticker reported
ALLENTOWN PA SCH DIST GO BDS
Municipal Security
Rate/Coupon: 5% Matures: 06/01/2043
No ticker reported
EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS
Municipal Security
Rate/Coupon: 5% Matures: 08/15/2026
No ticker reported
UPPER MERION PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/15/2030
No ticker reported
PA ST HIGHER EDL FACS AUTH
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2036
No ticker reported
LANCASTER CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 11/01/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK
Municipal Security
Rate/Coupon: 5% Matures: 06/01/2025
No ticker reported
WHITEHALL TWP PA GO
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
PHILADELPHIA PA WTR & WASTEWTR REV
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 02/14/2025
No ticker reported
MONTOUR PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 04/01/2042
No ticker reported
PHILADELPHIA PA GO
Municipal Security
Rate/Coupon: 5% Matures: 08/01/2025
No ticker reported
PENNSYLVANIA ST TPK COMMN TPK REV
Municipal Security
Rate/Coupon: 5% Matures: 12/01/2025
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2025Filed 8 days later | Spouse | PENNSYLVANIA ST TPK COMMN OIL REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 26, 2025Filed 7 days later | Member | Bitwise Bitcoin ETFBITBStock | Purchase | $15,001 - $50,000 | ||||||||||||||||||||||||||
Disclosed 7 days after the trade. BITB closed at $45.89 on Feb 26, 2025; changes are measured from that close.
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 25, 2025Filed 8 days later | Member | Bitwise Bitcoin ETFBITBStock | Purchase | $50,001 - $100,000 | ||||||||||||||||||||||||||
Disclosed 8 days after the trade. BITB closed at $47.92 on Feb 25, 2025; changes are measured from that close.
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 24, 2025Filed 9 days later | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWRMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2044 | Purchase | $100,001 - $250,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 9 days later | Member | ALLEGHENY CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2039 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 10, 2025Filed 23 days later | Member | PITTSBURGH PA WTR & SWR AUTH WTR & SWRMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2044 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 10, 2025Filed 23 days later | Member | ALLEGHENY CNTY PA GO BDSMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2039 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 5, 2025Filed 28 days later | Member | ALLENTOWN PA SCH DIST GO BDSMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2043 | Purchase | $500,001 - $1,000,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 5, 2025Filed 28 days later | Member | EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDSMunicipal SecurityRate/Coupon: 5% Matures: 08/15/2026 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 9 days later | Spouse | UPPER MERION PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/15/2030 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 9 days later | Spouse | PA ST HIGHER EDL FACS AUTHMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2036 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 9 days later | Spouse | LANCASTER CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 11/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 9 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 24, 2025Filed 9 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/15/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 20, 2025Filed 13 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 19, 2025Filed 14 days later | Spouse | PENNSYLVANIA ST TPK COMMN TPKMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 19, 2025Filed 14 days later | Spouse | PENNSYLVANIA ST TPK COMMN TPKMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 18, 2025Filed 15 days later | Spouse | WHITEHALL TWP PA GOMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 18, 2024Filed 381 days later · past 45 days | Spouse | PHILADELPHIA PA WTR & WASTEWTR REVMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 14, 2025Filed 19 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/14/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 4, 2025Filed 29 days later | Spouse | MONTOUR PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 04/01/2042 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 4, 2025Filed 29 days later | Spouse | PHILADELPHIA PA GOMunicipal SecurityRate/Coupon: 5% Matures: 08/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Feb 3, 2025Filed 30 days later | Spouse | PENNSYLVANIA ST TPK COMMN TPK REVMunicipal SecurityRate/Coupon: 5% Matures: 12/01/2025 | Purchase | $50,001 - $100,000 | No ticker reported | |||||||||||||||||||||||||
No ticker reported
ARES CAPITAL CORP NOTE
Corporate Bond
Rate/Coupon: 5.80% Matures: 03/08/2032
No ticker reported
ATHENE HOLDING LTD NOTE
Corporate Bond
Rate/Coupon: 6.65% Matures: 02/01/2033
No ticker reported
PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV REG ASSET DIST SALES TAX REV SER.
Municipal Security
Rate/Coupon: 5% Matures: 02/01/2031
No ticker reported
Rumble IncRUM
Stock
Disclosed 24 days after the trade. RUM closed at $12.25 on Jan 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $3,000,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 17, 2025 | $12.90 | +5.31% | $159,184 gain missed | |
| Day of disclosureFeb 10, 2025 | $12.25 | 0.00% | $0 | |
| 30 days afterFeb 18, 2025 | $11.58 | −5.47% | $164,082 loss avoided | |
| 90 days afterApr 16, 2025 | $7.08 | −42.2% | $1,266,123 loss avoided | |
| Latest closeOct 20, 2026 | $5.83 | −52.4% | $1,572,245 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.
MCDONALDS CORP MTN
Corporate Bond
Rate/Coupon: 4.7% Matures: 12/09/2035
No ticker reported
PHILLIPS 66 NOTE
Corporate Bond
Rate/Coupon: 4.65% Matures: 11/15/2034
No ticker reported
CARLYLE SECURED LENDING INC NOTE
Corporate Bond
Rate/Coupon: 6.75% Matures: 02/18/2030
No ticker reported
ARMSTRONG CNTY PA GO
Municipal Security
Rate/Coupon: 5% Matures: 06/01/2026
No ticker reported
PHILADELPHIA PA WTR & WASTEWTR REV
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
No ticker reported
BELLEFONTE PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 05/15/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
No ticker reported
UPPER ST CLAIR TWP PA SCH DIST GO
Municipal Security
Rate/Coupon: 4% Matures: 10/01/2025
No ticker reported
PENNSYLVANIA ST GO 5%
Municipal Security
Rate/Coupon: 5% Matures: 09/15/2025
No ticker reported
LOWER MERION TWP PA GO
Municipal Security
Rate/Coupon: 5% Matures: 01/15/2026
No ticker reported
NAZARETH PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 11/15/2036
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
No ticker reported
NORTHEASTERN YORK PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 03/01/2031
No ticker reported
CARLISLE PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
No ticker reported
PENNSYLVANIA ST GO
Municipal Security
Rate/Coupon: 5% Matures: 10/01/2025
No ticker reported
NORTH HILLS PA SCH DIST GO
Municipal Security
Rate/Coupon: 4% Matures: 10/15/2025
No ticker reported
EST HMPFLD TW PA IND DV AT REV
Municipal Security
Rate/Coupon: 5% Matures: 07/01/2047
No ticker reported
PITTSBURGH PENNSYLVANIA GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
No ticker reported
CARLISLE PA AREA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 09/01/2025
No ticker reported
PENNSYLVANIA ST HIGHER EDL REV
Municipal Security
Rate/Coupon: 5% Matures: 06/15/2025
No ticker reported
COLONIAL PA SCH DIST GO
Municipal Security
Rate/Coupon: 5% Matures: 02/15/2025
No ticker reported
DELAWARE RIV PORT AUTH PA & NJ REV
Municipal Security
Rate/Coupon: 5% Matures: 01/01/2026
No ticker reported
| Transaction date | Owner | Asset | Type | Amount (as reported) | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 23, 2025Filed 17 days later | Member | PENNSYLVANIA ST UNIV BDSMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2044 | Purchase | $100,001 - $250,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 23, 2025Filed 17 days later | Member | PHILADELPHIA PA GAS WKS REV BDSMunicipal SecurityRate/Coupon: 5% Matures: 08/01/2033 | Purchase | $100,001 - $250,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 21, 2025Filed 19 days later | Member | OCCIDENTAL PETE CORP NOTECorporate BondRate/Coupon: 5.55% Matures: 10/01/2034 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 17, 2025Filed 23 days later | Member | ARES CAPITAL CORP NOTECorporate BondRate/Coupon: 5.80% Matures: 03/08/2032 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 16, 2025Filed 24 days later | Member | ATHENE HOLDING LTD NOTECorporate BondRate/Coupon: 6.65% Matures: 02/01/2033 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 16, 2025Filed 24 days later | Member | PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV REG ASSET DIST SALES TAX REV SER.Municipal SecurityRate/Coupon: 5% Matures: 02/01/2031 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 16, 2025Filed 24 days later | Member | Rumble IncRUMStock | Sale | $1,000,001 - $5,000,000 | ||||||||||||||||||||||||||
Disclosed 24 days after the trade. RUM closed at $12.25 on Jan 16, 2025; changes are measured from that close.
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 10, 2025Filed 30 days later | Member | MCDONALDS CORP MTNCorporate BondRate/Coupon: 4.7% Matures: 12/09/2035 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 10, 2025Filed 30 days later | Member | PHILLIPS 66 NOTECorporate BondRate/Coupon: 4.65% Matures: 11/15/2034 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 10, 2025Filed 30 days later | Member | CARLYLE SECURED LENDING INC NOTECorporate BondRate/Coupon: 6.75% Matures: 02/18/2030 | Purchase | $250,001 - $500,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 24, 2025Filed 16 days later | Spouse | ARMSTRONG CNTY PA GOMunicipal SecurityRate/Coupon: 5% Matures: 06/01/2026 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 23, 2025Filed 17 days later | Spouse | PHILADELPHIA PA WTR & WASTEWTR REVMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 23, 2025Filed 17 days later | Spouse | BELLEFONTE PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 05/15/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 23, 2025Filed 17 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025 | Purchase | $50,001 - $100,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 23, 2025Filed 17 days later | Spouse | UPPER ST CLAIR TWP PA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 10/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 23, 2025Filed 17 days later | Spouse | PENNSYLVANIA ST GO 5%Municipal SecurityRate/Coupon: 5% Matures: 09/15/2025 | Purchase | $50,001 - $100,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 22, 2025Filed 18 days later | Spouse | LOWER MERION TWP PA GOMunicipal SecurityRate/Coupon: 5% Matures: 01/15/2026 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 22, 2025Filed 18 days later | Spouse | NAZARETH PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 11/15/2036 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 22, 2025Filed 18 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 01/01/2026 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 22, 2025Filed 18 days later | Spouse | NORTHEASTERN YORK PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 03/01/2031 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 22, 2025Filed 18 days later | Spouse | CARLISLE PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 16, 2025Filed 24 days later | Spouse | PENNSYLVANIA ST GOMunicipal SecurityRate/Coupon: 5% Matures: 10/01/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 14, 2025Filed 26 days later | Spouse | NORTH HILLS PA SCH DIST GOMunicipal SecurityRate/Coupon: 4% Matures: 10/15/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 14, 2025Filed 26 days later | Spouse | EST HMPFLD TW PA IND DV AT REVMunicipal SecurityRate/Coupon: 5% Matures: 07/01/2047 | Purchase | $50,001 - $100,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 14, 2025Filed 26 days later | Spouse | PITTSBURGH PENNSYLVANIA GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 13, 2025Filed 27 days later | Spouse | CARLISLE PA AREA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 09/01/2025 | Purchase | $15,001 - $50,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 10, 2025Filed 30 days later | Spouse | PENNSYLVANIA ST HIGHER EDL REVMunicipal SecurityRate/Coupon: 5% Matures: 06/15/2025 | Purchase | $1,001 - $15,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 9, 2025Filed 31 days later | Spouse | COLONIAL PA SCH DIST GOMunicipal SecurityRate/Coupon: 5% Matures: 02/15/2025 | Purchase | $50,001 - $100,000 | No ticker reported | |||||||||||||||||||||||||
| Jan 9, 2025Filed 31 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 | |||||||||||||||||||||||||