Pennsylvania· In office since 2023 (3 yrs)
No committee assignments on record
Total Trades
40
20 YTD
Purchases
24
12 YTD
Sales
16
8 YTD
Est. Volume
~$320K
| Ticker | Company | Trade Date | Filed | Type | Amount | Filing |
|---|---|---|---|---|---|---|
| — | TRANSCANADA PIPELINES LTD SER 2026-A Rate/Coupon: 6.125% Matures: 2056-10-17 | 2026-08-18 | 2026-09-09 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Hasbro Inc Note Rate/Coupon: 3.55% Matures: 2026-11-19 | 2026-07-24 | 2026-08-10 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Freeport McMoran Rate/Coupon: 9.5% Matures: 2031-06-01 | 2026-07-24 | 2026-08-10 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Venus Tex Independent Sch Dist Rate/Coupon: 5.25% Matures: 2055-08-15 | 2026-07-07 | 2026-08-10 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Cheniere Energy Partners L P Note Rate/Coupon: 4.5% Matures: 2029-10-01 | 2026-06-24 | 2026-07-09 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | NISOURCE INC NOTE Rate/Coupon: 6.95% Matures: 2054-11-30 | 2026-06-16 | 2026-07-09 | Purchase | $1,001 - $15,000 | View ↗ |
| — | EVERSOURCE ENERGY SER A NOTE Rate/Coupon: 6.1% Matures: 2056-08-15 | 2026-06-16 | 2026-07-09 | Purchase | $1,001 - $15,000 | View ↗ |
| — | EXPEDIA GROUP INC NOTE Rate/Coupon: 5.5% Matures: 2036-04-15 | 2026-05-06 | 2026-06-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | BLACKSTONE SECD LENDING FD NOTE Rate/Coupon: 5.35% Matures: 2038-04-13 | 2026-04-13 | 2026-05-06 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | ATHENE HOLDING LTD BOND Rate/Coupon: 6.875% Matures: 2055-06-28 | 2026-04-10 | 2026-05-06 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Nationwide Finl Svcs Inc Note Rate/Coupon: 6.75% Matures: 2087-05-15 | 2026-04-10 | 2026-05-06 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| AMZN | Amazon.com, Inc. - Common Stock | 2026-03-30 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| GOOG | Alphabet Inc. - Class C Capital Stock | 2026-03-30 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation - Common Stock | 2026-03-30 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| MU | Micron Technology, Inc. - Common Stock | 2026-03-30 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| ERIE | Erie Indemnity Company - Class A Common Stock | 2026-03-30 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| MSFT | Microsoft Corporation - Common Stock | 2026-03-27 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| T | AT&T Inc. | 2026-03-27 | 2026-04-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| ERIE | Erie Indemnity Company - Class A Common Stock | 2026-03-27 | 2026-04-03 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Concentrix Corp Note Rate/Coupon: 6.85% Matures: 2033-08-02 | 2026-03-11 | 2026-04-03 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | GXO LOGISTICS INCORPORATED Rate/Coupon: 6.25% Matures: 05/06/2029 | 2025-11-18 | 2025-12-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | ELEVANCE HEALTH INC NOTE Rate/Coupon: 4.9% Matures: 02/08/2026 | 2025-09-19 | 2025-10-07 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | ARES CAPITAL CORP NOTE Rate/Coupon: 5.8% Matures: 03/08/2032 | 2025-09-09 | 2025-10-07 | Purchase | $1,001 - $15,000 | View ↗ |
| — | ARES CAPITAL CORP NOTE Rate/Coupon: 2.15% Matures: 07/15/2026 | 2025-09-04 | 2025-10-07 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | JPMORGAN CHASE & CO | 2025-06-17 | 2026-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | BAKER HUGHES HLDGS LLC Rate/Coupon: 4.486% Matures: 2030-05-01 | 2025-04-24 | 2026-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | FIRST CTZNS BANCSHARES INC N C Rate/Coupon: 6.76428% Matures: 2030-03-15 | 2025-04-24 | 2026-05-15 | Purchase | $1,001 - $15,000 | View ↗ |
| — | IKON OFFICE SOLUTIONS INC BOND Rate/Coupon: 6.75% Matures: 12/01/2025 | 2024-11-21 | 2024-12-03 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Kyndryl Hldgs Inc. Ser B Note Rate/Coupon: 4.1% Matures: 10/15/2041 | 2024-10-25 | 2024-11-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Kyndryl Hldgs Inc Ser B Note Rate/Coupon: 2.7% Matures: 10/15/2028 | 2024-10-25 | 2024-11-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | V F Corp Note Call Make Whole Rate/Coupon: 2.95% Matures: 04/23/2030 | 2024-10-24 | 2024-11-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | Kyndryl Holdings Inc. Note Rate/Coupon: 6.35% Matures: 02/20/2034 | 2024-10-24 | 2024-11-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Yamana Gold Inc Ser B Note Rate/Coupon: 2.63% Matures: 08/15/2031 | 2024-10-17 | 2024-11-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Autodesk Inc Note Rate/Coupon: 2.4% Matures: 12/15/2031 | 2024-10-17 | 2024-11-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Enstar Finance LLC Rate/Coupon: 5.5% Matures: 01/15/2042 | 2024-10-17 | 2024-11-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | General Motors Company Note Rate/Coupon: 6.6% Matures: 04/01/2036 | 2024-10-17 | 2024-11-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | First Horizon Corporation Note Rate/Coupon: 4.0% Matures: 05/26/2025 | 2024-10-15 | 2024-11-12 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | Blackstone Secd Lending FD Note Rate/Coupon: 5.35% Matures: 04/13/2028 | 2024-10-15 | 2024-11-12 | Purchase | $1,001 - $15,000 | View ↗ |
| — | CONCENTRIX CORP NOTE Rate/Coupon: 6.6% Matures: 08/02/2028 | 2024-07-19 | 2024-08-15 | Sale (Full) | $1,001 - $15,000 | View ↗ |
| — | CONCENTRIX CORP NOTE Rate/Coupon: 6.85% Matures: 08/02/2033 | 2024-07-19 | 2024-08-15 | Purchase | $1,001 - $15,000 | View ↗ |