Suzan K. DelBene: what the filings show

Every line below is a filing. No summary, no narrative, nothing a model wrote.

Compiled from public filingsRecords through August 21, 2026

Representative Suzan K. DelBene (D-WA)54 filings

By the numbers

Transactions on file: 210
Disclosed in the last 24 months: 121
Median days from trade to disclosure: 19
Rank by transactions this Congress: 27 of 157

Lobbying filings touching the member's votes or holdings

Lobbying Disclosure Act registrations naming a bill the member voted on, or a company in the member's trade history.

NATIONAL ASSOCIATION OF REALTORS reported $32,010,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q3, on civil rights and civil liberties, consumer issues, safety and protection, financial institutions, investments and securities. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.
Lobbying registration (LDA)October 21, 2024View filing
CHAMBER OF COMMERCE OF THE U.S.A. reported $23,370,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2024Q1, on aerospace, automotive industry, aviation, airlines and airports. The filing names H.R. 27, HALT Fentanyl Act, which DelBene voted on.
Lobbying registration (LDA)April 22, 2024View filing
NATIONAL ASSOCIATION OF REALTORS reported $22,840,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q4, on civil rights and civil liberties, consumer issues, safety and protection, financial institutions, investments and securities. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.
Lobbying registration (LDA)January 21, 2025View filing
CHAMBER OF COMMERCE OF THE U.S.A. reported $22,410,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2024Q4, on aviation, airlines and airports, banking, aerospace. The filing names H.R. 758, Mail Traffic Deaths Reporting Act of 2025, which DelBene voted on.
Lobbying registration (LDA)January 21, 2025View filing
CHAMBER OF COMMERCE OF THE U.S.A. reported $19,340,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2025Q1, on environmental and superfund, financial institutions, investments and securities, foreign relations. The filing names H.R. 471, Fix Our Forests Act, which DelBene voted on.
Lobbying registration (LDA)April 21, 2025View filing
CHAMBER OF COMMERCE OF THE U.S.A. reported $19,340,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2025Q2, on aerospace, automotive industry, aviation, airlines and airports. The filing names H.R. 1, An act to provide for reconciliation pursuant to title II of H. Con. Res. 14., which DelBene voted on.
Lobbying registration (LDA)July 21, 2025View filing
NATIONAL ASSOCIATION OF REALTORS reported $16,500,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q2, on consumer issues, safety and protection, financial institutions, investments and securities, housing. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.
Lobbying registration (LDA)July 22, 2024View filing
NATIONAL ASSOCIATION OF REALTORS reported $16,080,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2025Q2, on consumer issues, safety and protection, financial institutions, investments and securities, housing. The filing names H.R. 1491, Disaster Related Extension of Deadlines Act, which DelBene voted on.
Lobbying registration (LDA)July 21, 2025View filing
CHAMBER OF COMMERCE OF THE U.S.A. reported $14,750,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2024Q3, on foreign relations, government issues, health issues. The filing names H.R. 1, An act to provide for reconciliation pursuant to title II of H. Con. Res. 14., which DelBene voted on.
Lobbying registration (LDA)October 21, 2024View filing
NATIONAL ASSOCIATION OF REALTORS reported $14,740,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q1, on insurance, civil rights and civil liberties, consumer issues, safety and protection. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.
Lobbying registration (LDA)April 22, 2024View filing

Largest disclosed trades, last 24 months

The forty largest by the top of the disclosed range, windowed on disclosure date. Ranges are what the filer chose, so ordering by them is approximate.

On May 28, 2026, a joint account bought Pacific Co B1 Bond - Trimble 05/29/28 for between $500,001 and $1,000,000, according to a transaction report filed June 11, 2026, 14 days after the trade.
Periodic transaction reportMay 28, 2026View filing
On May 29, 2025, a joint account bought Pacific Co B1 Bond - Martha Gardens 06/01/2027 for between $500,001 and $1,000,000, according to a transaction report filed June 8, 2025, 10 days after the trade.
Periodic transaction reportMay 29, 2025View filing
On February 12, 2025, a joint account bought 5.00% Due May 1, 2036 for between $500,001 and $1,000,000, according to a transaction report filed February 25, 2025, 13 days after the trade.
Periodic transaction reportFebruary 12, 2025View filing
On February 12, 2025, a joint account sold Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 for between $500,001 and $1,000,000, according to a transaction report filed February 25, 2025, 13 days after the trade.
Periodic transaction reportFebruary 12, 2025View filing
On October 18, 2024, a joint account sold Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 for between $500,001 and $1,000,000, according to a transaction report filed November 7, 2024, 20 days after the trade.
Periodic transaction reportOctober 18, 2024View filing
On October 18, 2024, a joint account bought FD Auth SYS BDS 5.00% Due Jun 15, 2035 for between $500,001 and $1,000,000, according to a transaction report filed November 7, 2024, 20 days after the trade.
Periodic transaction reportOctober 18, 2024View filing
On August 29, 2024, a joint account bought UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 for between $500,001 and $1,000,000, according to a transaction report filed September 9, 2024, 11 days after the trade.
Periodic transaction reportAugust 29, 2024View filing
On August 29, 2024, a joint account sold 5.00 % Due Aug 1, 2026 for between $500,001 and $1,000,000, according to a transaction report filed September 9, 2024, 11 days after the trade.
Periodic transaction reportAugust 29, 2024View filing
On August 7, 2026, a joint account bought Washington ST 5% Go Utx Due 08/01/30 for between $250,001 and $500,000, according to a transaction report filed August 21, 2026, 14 days after the trade.
Periodic transaction reportAugust 7, 2026View filing
On August 6, 2026, a joint account sold Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 for between $250,001 and $500,000, according to a transaction report filed August 21, 2026, 15 days after the trade.
Periodic transaction reportAugust 6, 2026View filing
On August 6, 2026, a joint account bought California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 for between $250,001 and $500,000, according to a transaction report filed August 21, 2026, 15 days after the trade.
Periodic transaction reportAugust 6, 2026View filing
On July 23, 2026, a joint account bought Rate Unltd Tax BLDG Ref BDS Ser. 2024B for between $250,001 and $500,000, according to a transaction report filed August 11, 2026, 19 days after the trade.
Periodic transaction reportJuly 23, 2026View filing
On May 4, 2026, a joint account bought Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 for between $250,001 and $500,000, according to a transaction report filed May 26, 2026, 22 days after the trade.
Periodic transaction reportMay 4, 2026View filing
On January 6, 2026, a joint account sold New York NY City Transitional Fin 5.00% Due Feb 1, 2032 for between $250,001 and $500,000, according to a transaction report filed January 23, 2026, 17 days after the trade.
Periodic transaction reportJanuary 6, 2026View filing
On January 6, 2026, a joint account bought New York NY City Transitional Fin 5.00% Due Nov 1, 2037 for between $250,001 and $500,000, according to a transaction report filed January 23, 2026, 17 days after the trade.
Periodic transaction reportJanuary 6, 2026View filing
On November 19, 2025, a joint account bought Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 for between $250,001 and $500,000, according to a transaction report filed December 8, 2025, 19 days after the trade.
Periodic transaction reportNovember 19, 2025View filing
On November 18, 2025, a joint account sold FD Auth SYS BDS 5.00% Due Jun 15, 2035 for between $250,001 and $500,000, according to a transaction report filed December 8, 2025, 20 days after the trade.
Periodic transaction reportNovember 18, 2025View filing
On October 30, 2025, a joint account bought 5%27 Comb Tax Due 11/01/27 for between $250,001 and $500,000, according to a transaction report filed November 12, 2025, 13 days after the trade.
Periodic transaction reportOctober 30, 2025View filing
On September 30, 2025, a joint account bought Pacific Co B1 Bond - San Marcos 10/4/27 for between $250,001 and $500,000, according to a transaction report filed October 13, 2025, 13 days after the trade.
Periodic transaction reportSeptember 30, 2025View filing
On September 12, 2025, a joint account bought Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 for between $250,001 and $500,000, according to a transaction report filed September 28, 2025, 16 days after the trade.
Periodic transaction reportSeptember 12, 2025View filing
On September 12, 2025, a joint account sold 4.00 % Due Mar 1, 2035 for between $250,001 and $500,000, according to a transaction report filed September 28, 2025, 16 days after the trade.
Periodic transaction reportSeptember 12, 2025View filing
On August 8, 2025, a joint account bought Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 for between $250,001 and $500,000, according to a transaction report filed August 29, 2025, 21 days after the trade.
Periodic transaction reportAugust 8, 2025View filing
On August 8, 2025, a joint account sold New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 for between $250,001 and $500,000, according to a transaction report filed August 29, 2025, 21 days after the trade.
Periodic transaction reportAugust 8, 2025View filing
On July 31, 2025, a joint account bought Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 for between $250,001 and $500,000, according to a transaction report filed August 9, 2025, 9 days after the trade.
Periodic transaction reportJuly 31, 2025View filing
On June 18, 2025, a joint account sold Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 for between $250,001 and $500,000, according to a transaction report filed July 17, 2025, 29 days after the trade.
Periodic transaction reportJune 18, 2025View filing
On June 18, 2025, a joint account bought University Kans Hos 4%36 SYST HLTH Due 03/01/36 for between $250,001 and $500,000, according to a transaction report filed July 17, 2025, 29 days after the trade.
Periodic transaction reportJune 18, 2025View filing
On June 4, 2025, a joint account bought University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 for between $250,001 and $500,000, according to a transaction report filed June 24, 2025, 20 days after the trade.
Periodic transaction reportJune 4, 2025View filing
On June 4, 2025, a joint account sold 5.00% Due May 1, 2036 for between $250,001 and $500,000, according to a transaction report filed June 24, 2025, 20 days after the trade.
Periodic transaction reportJune 4, 2025View filing
On April 16, 2025, a joint account bought 5.00% Due May 1, 2036 for between $250,001 and $500,000, according to a transaction report filed May 7, 2025, 21 days after the trade.
Periodic transaction reportApril 16, 2025View filing
On April 16, 2025, a joint account sold UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 for between $250,001 and $500,000, according to a transaction report filed May 7, 2025, 21 days after the trade.
Periodic transaction reportApril 16, 2025View filing
On March 19, 2025, a joint account sold Honolulu HI City & 4% Go Utx Due 10/01/32 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold Florida Dev Fin Corp Healthcare Facs Rev 4.00% Due Nov 15, 2035 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold Colorado Health Fac 5% Hosp HLTH Due 08/01/49 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold Tennessee HSG Dev Agy Residential Fin 2.80% Due Jan 1, 2026 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold Seattle WA MN LT PW 0% PWR Util Due 05/01/45 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold Sales Tax Securitization Corp 5.00% Due Jan 1, 2031 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold TX Trans Commn TPK 5% TPK Tran Due 08/15/42 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold New York NY City Transitional Fin 5.00% Due Feb 1, 2032 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold New York New Y CI 2.6% Mult HSG Due 05/01/26 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing
On March 19, 2025, a joint account sold Michigan ST HSG Dev Auth Single Family 1.25% Due Jun 1, 2027 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.
Periodic transaction reportMarch 19, 2025View filing

Committee assignments

Current roster seats, with the sectors each committee's jurisdiction touches.

Suzan K. DelBene sits on the House Committee on Ways and Means. The committee's jurisdiction covers Financials, Health Care, Consumer Discretionary.
Committee rosterHeld in the database
Suzan K. DelBene sits on the Oversight.
Committee rosterHeld in the database
Suzan K. DelBene is ranking member on the Tax.
Committee rosterHeld in the database
Suzan K. DelBene sits on the Trade.
Committee rosterHeld in the database

Cited filings

Every record referenced above, in the order it appears.

#	Date	Record	Source
1	October 21, 2024	Lobbying registration (LDA)	View filing
2	April 22, 2024	Lobbying registration (LDA)	View filing
3	January 21, 2025	Lobbying registration (LDA)	View filing
4	January 21, 2025	Lobbying registration (LDA)	View filing
5	April 21, 2025	Lobbying registration (LDA)	View filing
6	July 21, 2025	Lobbying registration (LDA)	View filing
7	July 22, 2024	Lobbying registration (LDA)	View filing
8	July 21, 2025	Lobbying registration (LDA)	View filing
9	October 21, 2024	Lobbying registration (LDA)	View filing
10	April 22, 2024	Lobbying registration (LDA)	View filing
11	May 28, 2026	Periodic transaction report	View filing
12	May 29, 2025	Periodic transaction report	View filing
13	February 12, 2025	Periodic transaction report	View filing
14	February 12, 2025	Periodic transaction report	View filing
15	October 18, 2024	Periodic transaction report	View filing
16	October 18, 2024	Periodic transaction report	View filing
17	August 29, 2024	Periodic transaction report	View filing
18	August 29, 2024	Periodic transaction report	View filing
19	August 7, 2026	Periodic transaction report	View filing
20	August 6, 2026	Periodic transaction report	View filing
21	August 6, 2026	Periodic transaction report	View filing
22	July 23, 2026	Periodic transaction report	View filing
23	May 4, 2026	Periodic transaction report	View filing
24	January 6, 2026	Periodic transaction report	View filing
25	January 6, 2026	Periodic transaction report	View filing
26	November 19, 2025	Periodic transaction report	View filing
27	November 18, 2025	Periodic transaction report	View filing
28	October 30, 2025	Periodic transaction report	View filing
29	September 30, 2025	Periodic transaction report	View filing
30	September 12, 2025	Periodic transaction report	View filing
31	September 12, 2025	Periodic transaction report	View filing
32	August 8, 2025	Periodic transaction report	View filing
33	August 8, 2025	Periodic transaction report	View filing
34	July 31, 2025	Periodic transaction report	View filing
35	June 18, 2025	Periodic transaction report	View filing
36	June 18, 2025	Periodic transaction report	View filing
37	June 4, 2025	Periodic transaction report	View filing
38	June 4, 2025	Periodic transaction report	View filing
39	April 16, 2025	Periodic transaction report	View filing
40	April 16, 2025	Periodic transaction report	View filing
41	March 19, 2025	Periodic transaction report	View filing
42	March 19, 2025	Periodic transaction report	View filing
43	March 19, 2025	Periodic transaction report	View filing
44	March 19, 2025	Periodic transaction report	View filing
45	March 19, 2025	Periodic transaction report	View filing
46	March 19, 2025	Periodic transaction report	View filing
47	March 19, 2025	Periodic transaction report	View filing
48	March 19, 2025	Periodic transaction report	View filing
49	March 19, 2025	Periodic transaction report	View filing
50	March 19, 2025	Periodic transaction report	View filing
51	—	Committee roster	Held in the database
52	—	Committee roster	Held in the database
53	—	Committee roster	Held in the database
54	—	Committee roster	Held in the database

What the records do not show

Amounts are the ranges the filer chose on the form, not exact figures. A trade reported as between $1,001 and $15,000 could be either.
A transaction report says when the clerk received it, not when the order was placed, and a trade may have been made by a spouse, a dependent child, or an outside manager with no direction from the member.
Late means past the 45 days the STOCK Act allows. It is counted only from periodic transaction reports, never from annual-report holdings, and never from a trade dated before the member took office.
One record elsewhere shares this member's name and nothing else. A shared name is not a connection, and it is not cited here.
Some Senate rows carry no link to a public filing, so a few lines below point at no document.
Most companies in the database have no sector on file, so an overlap between a trade and a committee's jurisdiction is a floor, not a total.

Lobbying filings touching the member's votes or holdings

Lobbying Disclosure Act registrations naming a bill the member voted on, or a company in the member's trade history.

NATIONAL ASSOCIATION OF REALTORS reported $32,010,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q3, on civil rights and civil liberties, consumer issues, safety and protection, financial institutions, investments and securities. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.

Lobbying registration (LDA)October 21, 2024View filing

CHAMBER OF COMMERCE OF THE U.S.A. reported $23,370,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2024Q1, on aerospace, automotive industry, aviation, airlines and airports. The filing names H.R. 27, HALT Fentanyl Act, which DelBene voted on.

Lobbying registration (LDA)April 22, 2024View filing

NATIONAL ASSOCIATION OF REALTORS reported $22,840,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q4, on civil rights and civil liberties, consumer issues, safety and protection, financial institutions, investments and securities. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.

Lobbying registration (LDA)January 21, 2025View filing

CHAMBER OF COMMERCE OF THE U.S.A. reported $22,410,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2024Q4, on aviation, airlines and airports, banking, aerospace. The filing names H.R. 758, Mail Traffic Deaths Reporting Act of 2025, which DelBene voted on.

Lobbying registration (LDA)January 21, 2025View filing

CHAMBER OF COMMERCE OF THE U.S.A. reported $19,340,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2025Q1, on environmental and superfund, financial institutions, investments and securities, foreign relations. The filing names H.R. 471, Fix Our Forests Act, which DelBene voted on.

Lobbying registration (LDA)April 21, 2025View filing

CHAMBER OF COMMERCE OF THE U.S.A. reported $19,340,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2025Q2, on aerospace, automotive industry, aviation, airlines and airports. The filing names H.R. 1, An act to provide for reconciliation pursuant to title II of H. Con. Res. 14., which DelBene voted on.

Lobbying registration (LDA)July 21, 2025View filing

NATIONAL ASSOCIATION OF REALTORS reported $16,500,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q2, on consumer issues, safety and protection, financial institutions, investments and securities, housing. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.

Lobbying registration (LDA)July 22, 2024View filing

NATIONAL ASSOCIATION OF REALTORS reported $16,080,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2025Q2, on consumer issues, safety and protection, financial institutions, investments and securities, housing. The filing names H.R. 1491, Disaster Related Extension of Deadlines Act, which DelBene voted on.

Lobbying registration (LDA)July 21, 2025View filing

CHAMBER OF COMMERCE OF THE U.S.A. reported $14,750,000 lobbying for CHAMBER OF COMMERCE OF THE U.S.A. in 2024Q3, on foreign relations, government issues, health issues. The filing names H.R. 1, An act to provide for reconciliation pursuant to title II of H. Con. Res. 14., which DelBene voted on.

Lobbying registration (LDA)October 21, 2024View filing

NATIONAL ASSOCIATION OF REALTORS reported $14,740,000 lobbying for NATIONAL ASSOCIATION OF REALTORS in 2024Q1, on insurance, civil rights and civil liberties, consumer issues, safety and protection. The filing names H.R. 1326, DOE and USDA Interagency Research Act, which DelBene voted on.

Lobbying registration (LDA)April 22, 2024View filing

Largest disclosed trades, last 24 months

The forty largest by the top of the disclosed range, windowed on disclosure date. Ranges are what the filer chose, so ordering by them is approximate.

On May 28, 2026, a joint account bought Pacific Co B1 Bond - Trimble 05/29/28 for between $500,001 and $1,000,000, according to a transaction report filed June 11, 2026, 14 days after the trade.

Periodic transaction reportMay 28, 2026View filing

On May 29, 2025, a joint account bought Pacific Co B1 Bond - Martha Gardens 06/01/2027 for between $500,001 and $1,000,000, according to a transaction report filed June 8, 2025, 10 days after the trade.

Periodic transaction reportMay 29, 2025View filing

On February 12, 2025, a joint account bought 5.00% Due May 1, 2036 for between $500,001 and $1,000,000, according to a transaction report filed February 25, 2025, 13 days after the trade.

Periodic transaction reportFebruary 12, 2025View filing

On February 12, 2025, a joint account sold Austin Tex Indpt SCH Dist Unltd Tax Ref 5.00% Due Aug 1, 2028 for between $500,001 and $1,000,000, according to a transaction report filed February 25, 2025, 13 days after the trade.

Periodic transaction reportFebruary 12, 2025View filing

On October 18, 2024, a joint account sold Chandler Ariz Excise Tax Rev Oblig BDS 5.00% Due Jul 1, 2034 for between $500,001 and $1,000,000, according to a transaction report filed November 7, 2024, 20 days after the trade.

Periodic transaction reportOctober 18, 2024View filing

On October 18, 2024, a joint account bought FD Auth SYS BDS 5.00% Due Jun 15, 2035 for between $500,001 and $1,000,000, according to a transaction report filed November 7, 2024, 20 days after the trade.

Periodic transaction reportOctober 18, 2024View filing

On August 29, 2024, a joint account bought UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 for between $500,001 and $1,000,000, according to a transaction report filed September 9, 2024, 11 days after the trade.

Periodic transaction reportAugust 29, 2024View filing

On August 29, 2024, a joint account sold 5.00 % Due Aug 1, 2026 for between $500,001 and $1,000,000, according to a transaction report filed September 9, 2024, 11 days after the trade.

Periodic transaction reportAugust 29, 2024View filing

On August 7, 2026, a joint account bought Washington ST 5% Go Utx Due 08/01/30 for between $250,001 and $500,000, according to a transaction report filed August 21, 2026, 14 days after the trade.

Periodic transaction reportAugust 7, 2026View filing

On August 6, 2026, a joint account sold Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 for between $250,001 and $500,000, according to a transaction report filed August 21, 2026, 15 days after the trade.

Periodic transaction reportAugust 6, 2026View filing

On August 6, 2026, a joint account bought California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 for between $250,001 and $500,000, according to a transaction report filed August 21, 2026, 15 days after the trade.

Periodic transaction reportAugust 6, 2026View filing

On July 23, 2026, a joint account bought Rate Unltd Tax BLDG Ref BDS Ser. 2024B for between $250,001 and $500,000, according to a transaction report filed August 11, 2026, 19 days after the trade.

Periodic transaction reportJuly 23, 2026View filing

On May 4, 2026, a joint account bought Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 for between $250,001 and $500,000, according to a transaction report filed May 26, 2026, 22 days after the trade.

Periodic transaction reportMay 4, 2026View filing

On January 6, 2026, a joint account sold New York NY City Transitional Fin 5.00% Due Feb 1, 2032 for between $250,001 and $500,000, according to a transaction report filed January 23, 2026, 17 days after the trade.

Periodic transaction reportJanuary 6, 2026View filing

On January 6, 2026, a joint account bought New York NY City Transitional Fin 5.00% Due Nov 1, 2037 for between $250,001 and $500,000, according to a transaction report filed January 23, 2026, 17 days after the trade.

Periodic transaction reportJanuary 6, 2026View filing

On November 19, 2025, a joint account bought Tarrant CNTY Tex Cultural Ed Facs Fin 5.00 % Due Nov 15, 2051 for between $250,001 and $500,000, according to a transaction report filed December 8, 2025, 19 days after the trade.

Periodic transaction reportNovember 19, 2025View filing

On November 18, 2025, a joint account sold FD Auth SYS BDS 5.00% Due Jun 15, 2035 for between $250,001 and $500,000, according to a transaction report filed December 8, 2025, 20 days after the trade.

Periodic transaction reportNovember 18, 2025View filing

On October 30, 2025, a joint account bought 5%27 Comb Tax Due 11/01/27 for between $250,001 and $500,000, according to a transaction report filed November 12, 2025, 13 days after the trade.

Periodic transaction reportOctober 30, 2025View filing

On September 30, 2025, a joint account bought Pacific Co B1 Bond - San Marcos 10/4/27 for between $250,001 and $500,000, according to a transaction report filed October 13, 2025, 13 days after the trade.

Periodic transaction reportSeptember 30, 2025View filing

On September 12, 2025, a joint account bought Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 for between $250,001 and $500,000, according to a transaction report filed September 28, 2025, 16 days after the trade.

Periodic transaction reportSeptember 12, 2025View filing

On September 12, 2025, a joint account sold 4.00 % Due Mar 1, 2035 for between $250,001 and $500,000, according to a transaction report filed September 28, 2025, 16 days after the trade.

Periodic transaction reportSeptember 12, 2025View filing

On August 8, 2025, a joint account bought Tennessee Energy Ac 5%35 Edr Idr Due 12/01/35 for between $250,001 and $500,000, according to a transaction report filed August 29, 2025, 21 days after the trade.

Periodic transaction reportAugust 8, 2025View filing

On August 8, 2025, a joint account sold New York N Y City Transitional Fin 5.00 % Due Nov 1, 2027 for between $250,001 and $500,000, according to a transaction report filed August 29, 2025, 21 days after the trade.

Periodic transaction reportAugust 8, 2025View filing

On July 31, 2025, a joint account bought Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 for between $250,001 and $500,000, according to a transaction report filed August 9, 2025, 9 days after the trade.

Periodic transaction reportJuly 31, 2025View filing

On June 18, 2025, a joint account sold Florida Dev Fin Corp Healthcare Facs Rev 4.00 % Due Nov 15, 2035 for between $250,001 and $500,000, according to a transaction report filed July 17, 2025, 29 days after the trade.

Periodic transaction reportJune 18, 2025View filing

On June 18, 2025, a joint account bought University Kans Hos 4%36 SYST HLTH Due 03/01/36 for between $250,001 and $500,000, according to a transaction report filed July 17, 2025, 29 days after the trade.

Periodic transaction reportJune 18, 2025View filing

On June 4, 2025, a joint account bought University Tex Univ Revs Fing SYS BDS 5.00% Due Aug 15, 2036 for between $250,001 and $500,000, according to a transaction report filed June 24, 2025, 20 days after the trade.

Periodic transaction reportJune 4, 2025View filing

On June 4, 2025, a joint account sold 5.00% Due May 1, 2036 for between $250,001 and $500,000, according to a transaction report filed June 24, 2025, 20 days after the trade.

Periodic transaction reportJune 4, 2025View filing

On April 16, 2025, a joint account bought 5.00% Due May 1, 2036 for between $250,001 and $500,000, according to a transaction report filed May 7, 2025, 21 days after the trade.

Periodic transaction reportApril 16, 2025View filing

On April 16, 2025, a joint account sold UT ST Tran Auth 5%36 Excise Tax Due 06/15/36 for between $250,001 and $500,000, according to a transaction report filed May 7, 2025, 21 days after the trade.

Periodic transaction reportApril 16, 2025View filing

On March 19, 2025, a joint account sold Honolulu HI City & 4% Go Utx Due 10/01/32 for between $250,001 and $500,000, according to a transaction report filed April 10, 2025, 22 days after the trade.