| Jun 1, 2026 | — | Buy | $250,001 - $500,000 | self | Jun 30, 2026+29d | |
| Jun 11, 2026 | — | Sell (part) | $50,001 - $100,000 | spouse | Jun 30, 2026+19d | |
| Jun 25, 2026 | — | Sell (part) | $250,001 - $500,000 | self | Jun 30, 2026+5d | |
| Jun 3, 2026 | — | Buy | $500,001 - $1,000,000 | spouse | Jun 30, 2026+27d | |
| Jun 18, 2026 | — | Buy | $100,001 - $250,000 | self | Jun 30, 2026+12d | |
| Jun 24, 2026 | — | Buy | $50,001 - $100,000 | spouse | Jun 30, 2026+6d | |
| Jun 11, 2026 | — | Buy | $500,001 - $1,000,000 | self | Jun 30, 2026+19d | |
| Jun 4, 2026 | — | Sell | $50,001 - $100,000 | spouse | Jun 30, 2026+26d | |
| Jun 24, 2026 | — | Sell | $100,001 - $250,000 | spouse | Jun 30, 2026+6d | |
| Jun 26, 2026 | — | Buy | $250,001 - $500,000 | self | Jun 30, 2026+4d | |
| Jun 24, 2026 | — | Buy | $15,001 - $50,000 | self | Jun 30, 2026+6d | |
| May 7, 2026 | Westminster CA IMPT SCH [GS] | Buy | $50,001 - $100,000 | spouse | May 31, 2026+24d | |
| May 7, 2026 | Westminster CA Impt Sch [GS] | Buy | $500,001 - $1,000,000 | spouse | May 31, 2026+24d | |
| May 15, 2026 | Visalia CA Unif Imp Sch [GS] | Sell | $500,001 - $1,000,000 | spouse | May 31, 2026+16d | |
| May 8, 2026 | U.S. Treasury Bills [GS] | Sell (part) | $100,001 - $250,000 | spouse | May 31, 2026+23d | |
| May 7, 2026 | U.S. Treasury Bills [GS] | Sell (part) | $15,001 - $50,000 | spouse | May 31, 2026+24d | |
| May 4, 2026 | U.S. Treasury Bills [GS] | Sell (part) | $50,001 - $100,000 | spouse | May 31, 2026+27d | |
| May 18, 2026 | U.S. Treasury Bills [GS] | Buy | $250,001 - $500,000 | spouse | May 31, 2026+13d | |
| May 14, 2026 | U.S. Treasury Bills [GS] | Sell (part) | $15,001 - $50,000 | spouse | May 31, 2026+17d | |
| May 26, 2026 | U. S. Treasury Bills [GS] | Sell (part) | $100,001 - $250,000 | spouse | May 31, 2026+5d | |
| May 7, 2026 | Torch Capital III LP [OT] | Buy | $15,001 - $50,000 | spouse | May 31, 2026+24d | |
| May 29, 2026 | San Juan CA USD IMPT SCH [GS] | Sell | $500,001 - $1,000,000 | spouse | May 31, 2026+2d | |
| May 4, 2026 | San Juan CA [GS] | Sell (part) | $100,001 - $250,000 | spouse | May 31, 2026+27d | |
| May 19, 2026 | Miami-Dade Cnty FL SCH COPS [GS] | Buy | $50,001 - $100,000 | spouse | May 31, 2026+12d | |
| May 11, 2026 | Los Angeles CA IMPT SCH [GS] | Buy | $50,001 - $100,000 | spouse | May 31, 2026+20d | |
| May 21, 2026 | Kentucky PUB UTIL [GS] | Buy | $250,001 - $500,000 | spouse | May 31, 2026+10d | |
| May 15, 2026 | Kent Street Group LLC [OT] | Buy | $15,001 - $50,000 | spouse | May 31, 2026+16d | |
| May 5, 2026 | Fairfield-Suisun CA [GS] | Buy | $500,001 - $1,000,000 | spouse | May 31, 2026+26d | |
| May 20, 2026 | Energy Northwest WA PWR UTIL [GS] | Buy | $500,001 - $1,000,000 | spouse | May 31, 2026+11d | |
| May 15, 2026 | EEMA O&M Services Group [OL] | Buy | $250,001 - $500,000 | spouse | May 31, 2026+16d | |
| May 6, 2026 | East Bay CA Muni Util [GS] | Buy | $250,001 - $500,000 | spouse | May 31, 2026+25d | |
| May 6, 2026 | East Bay CA MUN WTR UTIL [GS] | Buy | $50,001 - $100,000 | spouse | May 31, 2026+25d | |
| May 21, 2026 | Dublin CA UNIF SCH DIST [GS] | Sell | $250,001 - $500,000 | spouse | May 31, 2026+10d | |
| May 19, 2026 | Chabot-Las Positas COLL EDUC [GS] | Buy | $100,001 - $250,000 | spouse | May 31, 2026+12d | |
| May 1, 2026 | CA Infrastructure [GS] | Sell | $500,001 - $1,000,000 | spouse | May 31, 2026+30d | |
| May 14, 2026 | Burbank Glendale PA Air Tran [GS] | Buy | $250,001 - $500,000 | spouse | May 31, 2026+17d | |
| May 5, 2026 | Austin TX ARPT SYS TRAN [GS] | Buy | $50,001 - $100,000 | spouse | May 31, 2026+26d | |
| Apr 13, 2026 | U.S Treasury Bills [GS] | Sell (part) | $250,001 - $500,000 | spouse | Apr 30, 2026+17d | |
| Apr 30, 2026 | U.S Treasury Bills [GS] | Sell (part) | $50,001 - $100,000 | spouse | Apr 30, 2026 | |
| Apr 17, 2026 | U.S Treasury Bills [GS] | Sell (part) | $100,001 - $250,000 | spouse | Apr 30, 2026+13d | |
| Apr 16, 2026 | Trinity River Auth SWR UTIL [GS] | Buy | $50,001 - $100,000 | spouse | Apr 30, 2026+14d | |
| Apr 2, 2026 | Sacramento Muni Util Dist [GS] | Sell | $250,001 - $500,000 | spouse | Apr 30, 2026+28d | |
| Apr 7, 2026 | Pittsburgh CA WTR UTIL [GS] | Sell | $250,001 - $500,000 | spouse | Apr 30, 2026+23d | |
| Apr 13, 2026 | Pasadena CA COLL EDUC [GS] | Sell | $250,001 - $500,000 | spouse | Apr 30, 2026+17d | |
| Apr 22, 2026 | Novato CA UNI SCH [GS] | Sell | $50,001 - $100,000 | spouse | Apr 30, 2026+8d | |
| Apr 21, 2026 | Met Govt Nashville, TN HLTH SYS [GS] | Buy | $250,001 - $500,000 | spouse | Apr 30, 2026+9d | |
| Apr 22, 2026 | Los Angeles County Excise Tax [GS] | Sell | $250,001 - $500,000 | spouse | Apr 30, 2026+8d | |
| Apr 21, 2026 | Los Angeles CNTY EXCISE [GS] | Buy | $500,001 - $1,000,000 | spouse | Apr 30, 2026+9d | |
| Apr 2, 2026 | Los Angeles CA Wtr Swr Util [GS] | Sell | $100,001 - $250,000 | spouse | Apr 30, 2026+28d | |
| Apr 6, 2026 | Los Angeles CA Wtr Swr Util [GS] | Sell | $500,001 - $1,000,000 | spouse | Apr 30, 2026+24d | |
| Apr 9, 2026 | Los Angeles CA Pwr Util [GS] | Sell | $500,001 - $1,000,000 | spouse | Apr 30, 2026+21d | |
| Apr 24, 2026 | Los Angeles CA GO UTX [GS] | Sell | $50,001 - $100,000 | spouse | Apr 30, 2026+6d | |
| Apr 24, 2026 | Illinois State GO UTX [GS] | Buy | $500,001 - $1,000,000 | spouse | Apr 30, 2026+6d | |
| Apr 14, 2026 | Chester Cnty PA SCH [GS] | Buy | $50,001 - $100,000 | spouse | Apr 30, 2026+16d | |
| Apr 9, 2026 | CA ST PUB W BLDG [GS] | Buy | $250,001 - $500,000 | spouse | Apr 30, 2026+21d | |
| Apr 9, 2026 | CA ST PUB W BLDG [GS] | Buy | $50,001 - $100,000 | spouse | Apr 30, 2026+21d | |
| Apr 28, 2026 | Berks Cnty PA GO UTX [GS] | Buy | $50,001 - $100,000 | spouse | Apr 30, 2026+2d | |
| Apr 21, 2026 | Austin TX WTR UTIL [GS] | Buy | $50,001 - $100,000 | spouse | Apr 30, 2026+9d | |
| Apr 28, 2026 | Audax Senior Loan Fund ST LP [OT] | Buy | Over $1,000,000 | spouse | Apr 30, 2026+2d | |
| Apr 2, 2026 | Anaheim CA Hsg Elec Util [GS] | Sell | $50,001 - $100,000 | spouse | Apr 30, 2026+28d | |
| Mar 24, 2026 | U.S. Treasury Notes [GS] | Sell | Spouse/DC Over $1,000,000 | spouse | Mar 31, 2026+7d | |
| Mar 25, 2026 | U.S Treasury Bills [GS] | Buy | $500,001 - $1,000,000 | spouse | Mar 31, 2026+6d | |
| Mar 30, 2026 | U.S Treasury Bills [GS] | Buy | $250,001 - $500,000 | spouse | Mar 31, 2026+1d | |
| Mar 24, 2026 | U.S Treasury Bills [GS] | Sell (part) | $100,001 - $250,000 | spouse | Mar 31, 2026+7d | |
| Mar 27, 2026 | San Diego CA UNI GO UTX [GS] | Sell | $250,001 - $500,000 | spouse | Mar 31, 2026+4d | |
| Mar 30, 2026 | Riverside CA Elec Util [GS] | Sell | Spouse/DC Over $1,000,000 | spouse | Mar 31, 2026+1d | |
| Mar 25, 2026 | Inverted Capital I LP [OT] | Buy | $50,001 - $100,000 | spouse | Mar 31, 2026+6d | |
| Mar 25, 2026 | Allocate Premier Access Fund [OT] | Buy | $1,001 - $15,000 | spouse | Mar 31, 2026+6d | |
| Mar 26, 2026 | Allocate Alpha Fund II LP [OT] | Buy | $1,001 - $15,000 | spouse | Mar 31, 2026+5d | |
| Feb 3, 2026 | Valo Ventures GP II, LP | Buy | $50,001 - $100,000 | spouse | Feb 28, 2026+25d | |
| Feb 19, 2026 | U. S. Treasury Bills | Sell (part) | $500,001 - $1,000,000 | self | Feb 28, 2026+9d | |
| Feb 13, 2026 | Stepstone Tactical Growth Fund III, LP | Buy | $1,001 - $15,000 | spouse | Feb 28, 2026+15d | |
| Feb 4, 2026 | Kent Street O&M Holdings LLC | Buy | $100,001 - $250,000 | self | Feb 28, 2026+24d | |
| Jan 14, 2026 | Solace Health | Buy | $250,001 - $500,000 | spouse | Jan 31, 2026+17d | |
| Jan 21, 2026 | — | Buy | $15,001 - $50,000 | self | Jan 31, 2026+10d | |
| Dec 8, 2025 | U.S Treasury Bills | Buy | $50,001 - $100,000 | spouse | Dec 31, 2025+23d | |
| Dec 4, 2025 | SP U.S Treasury Bills | Sell (part) | $50,001 - $100,000 | self | Dec 31, 2025+27d | |
| Dec 29, 2025 | U.S Treasury Bills | Buy | $100,001 - $250,000 | spouse | Dec 31, 2025+2d | |
| Dec 26, 2025 | SP U.S Treasury Bills | Sell (part) | $100,001 - $250,000 | self | Dec 31, 2025+5d | |
| Dec 19, 2025 | Allocate Premier Access Fund | Buy | $15,001 - $50,000 | spouse | Dec 31, 2025+12d | |
| Dec 19, 2025 | SP Allocate Alpha Fund II LP | Buy | $1,001 - $15,000 | self | Dec 31, 2025+12d | |