| stock | United States Steel Corporation Common Stock (X) [ST] FILING STATUS: N... | 2025/06/20 | SELL$15,001 - $50,000 Filing Date: 2025/07/09 | |
| other | Harding Loevner Institutional EM (HLMEX) [OT] FILING STATUS: New SUBHO... | 2025/06/18 | SELL$100,001 - $250,000 Filing Date: 2025/07/09 | |
| other | California State GO Call 12/1/27 4% due 12/1/47 [GS] FILING STATUS: Ne... | 2025/06/12 | SELL$1,001 - $15,000 Filing Date: 2025/07/09 | |
| stock | United States Steel Corporation Common Stock (X) [ST] :selected: FILIN... | 2025/06/03 | BUY$15,001 - $50,000 Filing Date: 2025/07/09 | |
| other | California St Go Call 12/1/27 4% due 12/1/47 [GS] FILING STATUS: New S... | 2024/12/02 | SELL$1,001 - $15,000 Filing Date: 2025/01/09 | |
| STATE OF CALIFORNIA municipal-security | 2024/12/02 | SELL$1,000 - $15,000 Filing Date: 2024/12/12 | |
| COUNTY OF MIAMI DADE municipal-security | 2024/11/11 | BUY$50,001 - $100,000 Filing Date: 2024/12/12 | |
| | 2024/11/08 | SELL$1,000 - $15,000 Filing Date: 2024/12/12 | |
| | 2024/11/08 | SELL$15,001 - $50,000 Filing Date: 2024/12/12 | |
| MICHIGAN FINANCE AUTHORITY municipal-security | 2024/10/31 | SELL$100,001 - $250,000 Filing Date: 2024/11/13 | |
| DALLAS FORT WORTH INTERNATIONAL AIRPORT municipal-security | 2024/09/23 | BUY$50,001 - $100,000 Filing Date: 2024/10/15 | |
| DEVELOPMENT AUTHORITY OF BURKE COUNTY stock | 2024/08/28 | BUY$100,001 - $250,000 Filing Date: 2024/09/03 | |
| DEVELOPMENT AUTHORITY OF BURKE COUNTY stock | 2024/08/08 | BUY$50,001 - $100,000 Filing Date: 2024/09/03 | |
| | 2024/07/31 | SELL$100,001 - $250,000 Filing Date: 2024/08/13 | |
| | 2024/07/31 | SELL$100,001 - $250,000 Filing Date: 2024/08/13 | |
| | 2024/07/01 | SELL$1,000 - $15,000 Filing Date: 2024/08/13 | |
| | 2024/06/03 | SELL$1,000 - $15,000 Filing Date: 2024/07/03 | |
| | 2024/04/13 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/13 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/13 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/13 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/13 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/13 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/12 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/12 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/12 | SELL$1,000 - $15,000 Filing Date: 2024/06/15 | |
| | 2024/04/12 | SELL$15,001 - $50,000 Filing Date: 2024/06/15 | |
| | 2024/03/29 | BUY$50,001 - $100,000 Filing Date: 2024/06/15 | |
| municipal-security | municipal-security 75000 | 2024/02/21 | BUY$50,001 - $100,000 Filing Date: 2024/03/11 | |
| municipal-security | municipal-security 175000 | 2024/01/24 | SELL$100,001 - $250,000 Filing Date: 2024/02/13 | |
| municipal-security | municipal-security 8000 | 2024/01/01 | SELL$1,000 - $15,000 Filing Date: 2024/02/13 | |
| | municipal-security 8000 | 2023/12/01 | SELL$1,000 - $15,000 Filing Date: 2024/01/12 | |
| | municipal-security 75000 | 2023/11/07 | BUY$50,001 - $100,000 Filing Date: 2023/12/10 | |
| | 2023/11/07 | BUY$50,001 - $100,000 Filing Date: 2023/12/10 | |
| | municipal-security 175000 | 2023/11/06 | BUY$100,001 - $250,000 Filing Date: 2023/12/10 | |
| | 2023/11/06 | BUY$100,001 - $250,000 Filing Date: 2023/12/10 | |
| | municipal-security 175000 | 2023/10/19 | SELL$100,001 - $250,000 Filing Date: 2023/11/05 | |
| | 2023/10/19 | SELL$100,001 - $250,000 Filing Date: 2023/11/05 | |
| | municipal-security 175000 | 2023/10/02 | SELL$100,001 - $250,000 Filing Date: 2023/11/05 | |
| | 2023/10/02 | SELL$100,001 - $250,000 Filing Date: 2023/11/05 | |
| | Description: Bond purchase municipal-security 75000 | 2023/09/13 | BUY$50,001 - $100,000 Filing Date: 2023/10/11 | |
| municipal-security | Description: Bond purchase | 2023/09/13 | BUY$50,001 - $100,000 Filing Date: 2023/10/11 | |
| | municipal-security 32500 | 2023/08/24 | SELL$15,001 - $50,000 Filing Date: 2023/09/12 | |
| | 2023/08/24 | SELL$15,001 - $50,000 Filing Date: 2023/09/12 | |
| | municipal-security 8000 | 2023/06/01 | SELL$1,000 - $15,000 Filing Date: 2023/07/18 | |
| | 2023/06/01 | SELL$1,000 - $15,000 Filing Date: 2023/07/18 | |
| | municipal-security 175000 | 2023/03/29 | BUY$100,001 - $250,000 Filing Date: 2023/04/12 | |
| | 2023/03/29 | BUY$100,001 - $250,000 Filing Date: 2023/04/12 | |
| | municipal-security 175000 | 2023/02/13 | BUY$100,001 - $250,000 Filing Date: 2023/03/10 | |
| | 2023/02/13 | BUY$100,001 - $250,000 Filing Date: 2023/03/10 | |
| | municipal-security 175000 | 2023/01/31 | SELL$100,001 - $250,000 Filing Date: 2023/02/28 | |
| | municipal-security 75000 | 2023/01/31 | SELL$50,001 - $100,000 Filing Date: 2023/02/28 | |
| | 2023/01/31 | SELL$50,001 - $100,000 Filing Date: 2023/02/28 | |
| | 2023/01/31 | SELL$100,001 - $250,000 Filing Date: 2023/02/28 | |
| | 2023/01/31 | SELL$50,001 - $100,000 Filing Date: 2023/02/28 | |
| | 2023/01/23 | SELL$1,000 - $15,000 Filing Date: 2023/02/28 | |
| | 2023/01/23 | SELL$1,000 - $15,000 Filing Date: 2023/02/28 | |
| | municipal-security 8000 | 2023/01/03 | SELL$1,000 - $15,000 Filing Date: 2023/02/28 | |
| | 2023/01/03 | SELL$1,000 - $15,000 Filing Date: 2023/02/28 | |
| | municipal-security 75000 | 2023/01/31 | SELL$50,001 - $100,000 Filing Date: 2023/02/22 | |
| | 2023/01/31 | SELL$50,001 - $100,000 Filing Date: 2023/02/22 | |
| | municipal-security 8000 | 2022/12/01 | SELL$1,000 - $15,000 Filing Date: 2023/01/11 | |
| | municipal-security 75000 | 2022/07/13 | BUY$50,001 - $100,000 Filing Date: 2022/08/10 | |
| | municipal-security 8000 | 2022/06/01 | SELL$1,000 - $15,000 Filing Date: 2022/07/13 | |
| | municipal-security 75000 | 2022/04/28 | BUY$50,001 - $100,000 Filing Date: 2022/06/09 | |
| | municipal-security 175000 | 2022/04/22 | SELL$100,001 - $250,000 Filing Date: 2022/06/09 | |
| | municipal-security 175000 | 2022/04/22 | SELL$100,001 - $250,000 Filing Date: 2022/05/25 | |
| | 2022/04/02 | SELL$15,001 - $50,000 Filing Date: 2022/05/25 | |
| | municipal-security 175000 | 2022/02/09 | BUY$100,001 - $250,000 Filing Date: 2022/03/10 | |
| | 2021/12/20 | BUY$1,000 - $15,000 Filing Date: 2022/01/21 | |
| | municipal-security 175000 | 2021/12/07 | SELL$100,001 - $250,000 Filing Date: 2022/01/21 | |
| | municipal-security 75000 | 2021/12/01 | BUY$50,001 - $100,000 Filing Date: 2022/01/21 | |
| | municipal-security 8000 | 2021/12/01 | SELL$1,000 - $15,000 Filing Date: 2022/01/21 | |
| | municipal-security 75000 | 2021/11/01 | SELL$50,001 - $100,000 Filing Date: 2021/12/20 | |
| | 2021/10/22 | BUY$1,000 - $15,000 Filing Date: 2021/12/13 | |
| | municipal-security 175000 | 2021/08/19 | BUY$100,001 - $250,000 Filing Date: 2021/09/24 | |
| | 2021/06/21 | BUY$1,000 - $15,000 Filing Date: 2021/09/24 | |
| | municipal-security 175000 | 2021/03/09 | BUY$100,001 - $250,000 Filing Date: 2021/04/15 | |
| | municipal-security 8000 | 2021/03/01 | SELL$1,000 - $15,000 Filing Date: 2021/04/15 | |
| | municipal-security 175000 | 2021/02/09 | SELL$100,001 - $250,000 Filing Date: 2021/04/15 | |
| | 2021/01/11 | SELL$50,001 - $100,000 Filing Date: 2021/02/23 | |
| | municipal-security 8000 | 2020/12/01 | SELL$1,000 - $15,000 Filing Date: 2021/01/25 | |
| | municipal-security 8000 | 2020/06/01 | SELL$1,000 - $15,000 Filing Date: 2020/07/22 | |
| | 2020/04/29 | BUY$15,001 - $50,000 Filing Date: 2020/05/20 | |
| | municipal-security 175000 | 2020/02/06 | BUY$100,001 - $250,000 Filing Date: 2020/05/05 | |
| | municipal-security 175000 | 2020/02/06 | BUY$100,001 - $250,000 Filing Date: 2020/04/10 | |
| | municipal-security 175000 | 2020/01/10 | SELL$100,001 - $250,000 Filing Date: 2020/02/25 | |