Scott H. Peters
358 trades tracked
| Tx Date | Ticker | Asset | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| Jan 14, 2026 | SOLACE HEALTH INC | Purchase | $250,001 - $500,000 | Feb 25, 2026 | |
| Jan 21, 2026 | VALO VENTURES GP II LP | Purchase | $15,001 - $50,000 | Feb 25, 2026 | |
| Jan 21, 2026 | REGENERATIONVC FUND 1 LP | Purchase | $15,001 - $50,000 | Feb 25, 2026 | |
| Oct 2, 2025 | U.S Treasury Bills | Sale (Partial) | $15,001 - $50,000 | Nov 14, 2025 | |
| Oct 1, 2025 | San Francisco CA Sewer Util | Sale (Full) | $50,001 - $100,000 | Nov 14, 2025 | |
| Oct 6, 2025 | U.S Treasury Bills | Purchase | $15,001 - $50,000 | Nov 14, 2025 | |
| Sep 25, 2025 | U.S Treasury Bills | Sale (Partial) | $15,001 - $50,000 | Oct 17, 2025 | |
| Sep 22, 2025 | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Oct 17, 2025 | |
| Sep 10, 2025 | Anaheim CA Hsg Elec Util | Purchase | $50,001 - $100,000 | Oct 17, 2025 | |
| Sep 3, 2025 | Inverted Capital I LP | Purchase | $100,001 - $250,000 | Oct 17, 2025 | |
| Sep 25, 2025 | Inverted Capital I LP | Purchase | $50,001 - $100,000 | Oct 17, 2025 | |
| Sep 8, 2025 | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Oct 17, 2025 | |
| Sep 29, 2025 | Riverside CA Sewer Util | Sale (Full) | $100,001 - $250,000 | Oct 17, 2025 | |
| Sep 4, 2025 | U.S Treasury Bills | Sale (Partial) | $100,001 - $250,000 | Oct 17, 2025 | |
| Sep 8, 2025 | U.S Treasury Bills | Sale (Partial) | $50,001 - $100,000 | Oct 17, 2025 | |
| Sep 9, 2025 | San Francisco CA Bay Mass Tran | Purchase | $50,001 - $100,000 | Oct 17, 2025 | |
| Sep 24, 2025 | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Oct 17, 2025 | |
| Aug 5, 2025 | CA ST UNIV PUB EDUC | Purchase | $100,001 - $250,000 | Sep 15, 2025 | |
| Aug 1, 2025 | San Juan CA USD IMPT SCH | Sale (Partial) | $100,001 - $250,000 | Sep 15, 2025 | |
| Aug 1, 2025 | Santa Clara CN CA HLTH | Sale (Full) | $15,001 - $50,000 | Sep 15, 2025 | |
| Aug 1, 2025 | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Sep 15, 2025 | |
| Aug 1, 2025 | Mammoth CA USD IMPT SCH | Sale (Full) | $50,001 - $100,000 | Sep 15, 2025 | |
| Aug 5, 2025 | San Jose CA Uni Sch | Purchase | $500,001 - $1,000,000 | Sep 15, 2025 | |
| Jul 24, 2025 | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Aug 11, 2025 | |
| Jul 31, 2025 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Aug 11, 2025 | |
| Jul 1, 2025 | Los Angeles CA FINL SCH | Sale (Full) | $50,001 - $100,000 | Aug 11, 2025 | |
| Jul 3, 2025 | GV Livingston LLC | Purchase | $50,001 - $100,000 | Aug 11, 2025 | |
| Jun 23, 2025 | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Jul 16, 2025 | |
| Jun 2, 2025 | East Bay MUD SYS CA | Sale (Partial) | $50,001 - $100,000 | Jul 16, 2025 | |
| Jun 12, 2025 | U.S Treasury Bills | Sale (Partial) | $100,001 - $250,000 | Jul 16, 2025 | |
| Jun 16, 2025 | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Jul 16, 2025 | |
| Jun 10, 2025 | Los Angeles CA Wtr Swr Util | Purchase | $100,001 - $250,000 | Jul 16, 2025 | |
| Jun 24, 2025 | Allocate Alpha Fund II LP | Purchase | $1,001 - $15,000 | Jul 16, 2025 | |
| Jun 25, 2025 | Valo Ventures GP II, LP | Purchase | $15,001 - $50,000 | Jul 16, 2025 | |
| May 21, 2025 | Lynett Capital Partners III | Purchase | $100,001 - $250,000 | Jun 23, 2025 | |
| May 27, 2025 | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Jun 23, 2025 | |
| May 23, 2025 | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Jun 23, 2025 | |
| Apr 11, 2025 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | May 16, 2025 | |
| Apr 14, 2025 | Kent Street Group LLC | Purchase | $15,001 - $50,000 | May 16, 2025 | |
| Mar 31, 2025 | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Apr 18, 2025 | |
| Mar 27, 2025 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Apr 18, 2025 | |
| Feb 3, 2025 | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Mar 14, 2025 | |
| Jan 28, 2025 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Feb 18, 2025 | |
| Jan 10, 2025 | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Feb 18, 2025 | |
| Dec 23, 2024 | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Jan 15, 2025 | |
| Dec 2, 2024 | CA ST DEPT WTR UTIL | Sale (Full) | $250,001 - $500,000 | Jan 15, 2025 | |
| Dec 19, 2024 | U.S. Treasury Notes | Sale (Partial) | $50,001 - $100,000 | Jan 15, 2025 | |
| Dec 16, 2024 | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Jan 15, 2025 | |
| Dec 26, 2024 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Jan 15, 2025 | |
| Dec 30, 2024 | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Jan 15, 2025 | |
| Dec 23, 2024 | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Jan 15, 2025 | |
| Nov 7, 2024 | Visalia CA Uni IMPT SCH | Purchase | $500,001 - $1,000,000 | Dec 16, 2024 | |
| Nov 18, 2024 | Stepstone Tactical Growth Fund III, LP | Purchase | $1,001 - $15,000 | Dec 16, 2024 | |
| Oct 15, 2024 | Orange CTY CA REV UTX | Sale (Full) | $50,001 - $100,000 | Nov 15, 2024 | |
| Oct 1, 2024 | San Francisco CA Sewer Util | Sale (Partial) | $500,001 - $1,000,000 | Nov 15, 2024 | |
| Sep 11, 2024 | Kent Street Group GP | Purchase | $15,001 - $50,000 | Oct 16, 2024 | |
| Sep 3, 2024 | San Mateo CA UHSD IMPT SCH | Sale (Full) | $50,001 - $100,000 | Oct 16, 2024 | |
| Sep 27, 2024 | Sacramento CA WTR UTIL | Purchase | $50,001 - $100,000 | Oct 16, 2024 | |
| Sep 9, 2024 | Lynett Capital Partners III | Purchase | $100,001 - $250,000 | Oct 16, 2024 | |
| Sep 10, 2024 | GV Christi LLC | Purchase | $50,001 - $100,000 | Oct 16, 2024 | |
| Sep 19, 2024 | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Oct 16, 2024 | |
| Sep 20, 2024 | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Oct 16, 2024 | |
| Aug 20, 2024 | San Juan CA USD IMPT SCH | Purchase | $100,001 - $250,000 | Sep 12, 2024 | |
| Aug 8, 2024 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Sep 12, 2024 | |
| Aug 1, 2024 | San Francisco CA BART | Sale (Full) | $250,001 - $500,000 | Sep 12, 2024 | |
| Aug 15, 2024 | Foothill-DeAnza CCD CA Educ | Purchase | $500,001 - $1,000,000 | Sep 12, 2024 | |
| Aug 7, 2024 | Los Angeles CA FINL SCH | Purchase | $50,001 - $100,000 | Sep 12, 2024 | |
| Aug 8, 2024 | San Diego CA UNI GO UTX | Purchase | $250,001 - $500,000 | Sep 12, 2024 | |
| Aug 29, 2024 | CA ST UNIV PUB EDUC | Purchase | $250,001 - $500,000 | Sep 12, 2024 | |
| Aug 1, 2024 | Cerritos CA CCD COLL EDUC | Sale (Full) | $50,001 - $100,000 | Sep 12, 2024 | |
| Jul 10, 2024 | Sacramento CA UTIL | Purchase | $100,001 - $250,000 | Aug 7, 2024 | |
| Jul 25, 2024 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Aug 7, 2024 | |
| Jul 12, 2024 | San Diego CA WTR UTIL | Purchase | $50,001 - $100,000 | Aug 7, 2024 | |
| Jul 1, 2024 | Marin CA MIN WTR UTIL | Sale (Full) | $50,001 - $100,000 | Aug 7, 2024 | |
| Jul 1, 2024 | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Aug 7, 2024 | |
| Jul 17, 2024 | Cambrian CA SD | Sale (Full) | $500,001 - $1,000,000 | Aug 7, 2024 | |
| Jul 10, 2024 | Santa Clara CN CA HLTH | Purchase | $15,001 - $50,000 | Aug 7, 2024 | |
| Jul 23, 2024 | Los Angeles CA IMPT Sch | Purchase | $500,001 - $1,000,000 | Aug 7, 2024 | |
| Jun 17, 2024 | SAN FRANCISCO UNIFIED SCHOOL DISTRICT | Sale | $50,001 - $100,000 | Jul 15, 2024 | |
| Jun 7, 2024 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Jul 15, 2024 | |
| Jun 17, 2024 | San Francisco CA IMPT SCH | Sale (Full) | $50,001 - $100,000 | Jul 15, 2024 | |
| Jun 21, 2024 | CALIFORNIA STATE UNIVERSITY | Purchase | $50,001 - $100,000 | Jul 15, 2024 | |
| Jun 27, 2024 | TORCH CAPITAL III LP | Purchase | $15,001 - $50,000 | Jul 15, 2024 | |
| Jun 3, 2024 | ALHAMBRA UNIFIED SCHOOL DISTRICT | Purchase | $250,001 - $500,000 | Jul 15, 2024 | |
| Jun 11, 2024 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Jul 15, 2024 | |
| Jun 21, 2024 | UNIV CA PUB EDUC | Purchase | $50,001 - $100,000 | Jul 15, 2024 | |
| Jun 20, 2024 | U.S Treasury Bills | Sale (Partial) | Spouse/DC Over $1,000,000 | Jul 15, 2024 | |
| May 20, 2024 | Los Angeles County, CA Excise Tax | Purchase | $50,001 - $100,000 | Jun 25, 2024 | |
| May 20, 2024 | San Diego, CA IMPT SCH | Purchase | $50,001 - $100,000 | Jun 25, 2024 | |
| May 16, 2024 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Jun 25, 2024 | |
| May 22, 2024 | OCEANSIDE UNIFIED SCHOOL DISTRICT | Purchase | $500,001 - $1,000,000 | Jun 25, 2024 | |
| May 17, 2024 | Los Angeles CA GO UTX | Purchase | $50,001 - $100,000 | Jun 25, 2024 | |
| Apr 3, 2024 | U.S Treasury Notes | Purchase | $500,001 - $1,000,000 | May 13, 2024 | |
| Mar 5, 2024 | U.S Treasury Notes | Purchase | $500,001 - $1,000,000 | Apr 17, 2024 | |
| Mar 21, 2024 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Apr 17, 2024 | |
| Feb 8, 2024 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Mar 11, 2024 | |
| Feb 29, 2024 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Mar 11, 2024 | |
| Feb 14, 2024 | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Mar 11, 2024 | |
| Jan 18, 2024 | U.S Treasury Bills | Sale (Partial) | $250,001 - $500,000 | Feb 15, 2024 | |
| Jan 2, 2024 | U.S Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Feb 15, 2024 | |
| Jan 31, 2024 | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Feb 15, 2024 | |
| Jan 2, 2024 | U.S Treasury Notes | Purchase | Spouse/DC Over $1,000,000 | Feb 15, 2024 | |
| Jan 17, 2024 | LYNETT CAPITAL PARTNERS II LP | Purchase | $100,001 - $250,000 | Feb 15, 2024 | |
| Jan 2, 2024 | US TREASURY NOTE | Purchase | $1,000,001 - $5,000,000 | Feb 15, 2024 | |
| Dec 27, 2023 | U.S Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Jan 22, 2024 | |
| Dec 19, 2023 | Solano CA CCD Educ | Purchase | $250,001 - $500,000 | Jan 22, 2024 | |
| Dec 14, 2023 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Jan 22, 2024 | |
| Dec 21, 2023 | U.S Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Jan 22, 2024 | |
| Dec 14, 2023 | Paris TX, GO LTX | Purchase | $250,001 - $500,000 | Jan 22, 2024 | |
| Dec 26, 2023 | U.S Treasury Notes | Purchase | Spouse/DC Over $1,000,000 | Jan 22, 2024 | |
| Dec 27, 2023 | U.S. Treasury Notes | Purchase | $100,001 - $250,000 | Jan 22, 2024 | |
| Nov 1, 2023 | CALIFORNIA STATE UNIVERSITY | Sale | $500,001 - $1,000,000 | Dec 14, 2023 | |
| Nov 20, 2023 | US TREASURY BILLS | Purchase | $250,001 - $500,000 | Dec 14, 2023 | |
| Nov 17, 2023 | US TREASURY BILLS | Purchase | $500,001 - $1,000,000 | Dec 14, 2023 | |
| Nov 8, 2023 | Lynett Capital Partners V, LP | Purchase | $100,001 - $250,000 | Dec 14, 2023 | |
| Nov 1, 2023 | CA UNIV REV | Sale (Full) | $500,001 - $1,000,000 | Dec 14, 2023 | |
| Nov 8, 2023 | US TREASURY BILLS | Purchase | $500,001 - $1,000,000 | Dec 14, 2023 | |
| Oct 31, 2023 | Riverside CA Sewer Util | Purchase | $100,001 - $250,000 | Nov 15, 2023 | |
| Oct 31, 2023 | COUNTY OF RIVERSIDE CALIFORNIA | Purchase | $100,001 - $250,000 | Nov 15, 2023 | |
| Oct 2, 2023 | Folsom Cordova CA Impt Sch | Sale (Full) | $250,001 - $500,000 | Nov 15, 2023 | |
| Oct 2, 2023 | Stockton CA PFA Wtr Util | Sale (Full) | Spouse/DC Over $1,000,000 | Nov 15, 2023 | |
| Oct 2, 2023 | CITY OF STOCKTON SAN JOAQUIN COUNTY CALI... | Sale | $1,000,001 - $5,000,000 | Nov 15, 2023 | |
| Sep 25, 2023 | US TREASURY BILLS | Purchase | $500,001 - $1,000,000 | Oct 13, 2023 | |
| Sep 21, 2023 | US TREASURY BILLS | Sale | $500,001 - $1,000,000 | Oct 13, 2023 | |
| Aug 8, 2023 | TOWNSHIP OF UPPER ST CLAIR PENNSYLVANIA | Purchase | $100,001 - $250,000 | Sep 14, 2023 | |
| Aug 17, 2023 | SAN CARLOS SCHOOL DISTRICT | Purchase | $500,001 - $1,000,000 | Sep 14, 2023 | |
| Aug 1, 2023 | Lodi CA USD GO UTX | Sale (Full) | $50,001 - $100,000 | Sep 14, 2023 | |
| Aug 17, 2023 | San Carlos CA SD Impt Sch | Purchase | $500,001 - $1,000,000 | Sep 14, 2023 | |
| Aug 8, 2023 | Upper Sta Clr JPA Wtr Util | Purchase | $100,001 - $250,000 | Sep 14, 2023 | |
| Aug 1, 2023 | San Diego, CA CCD Coll Educ | Sale (Full) | $250,001 - $500,000 | Sep 14, 2023 | |
| Aug 1, 2023 | SAN DIEGO COMMUNITY COLLEGE DISTRICT | Sale | $250,001 - $500,000 | Sep 14, 2023 | |
| Jul 14, 2023 | US TREASURY NOTE | Purchase | $15,001 - $50,000 | Aug 12, 2023 | |
| Jul 10, 2023 | Cibolo Creek Muni Swr Util | Sale (Full) | $15,001 - $50,000 | Aug 12, 2023 | |
| Jul 10, 2023 | CIBOLO CREEK MUNICIPAL AUTHORITY | Sale | $15,001 - $50,000 | Aug 12, 2023 | |
| Jul 13, 2023 | SAN DIEGO COUNTY REGIONAL TRANSPORTATION... | Purchase | $100,001 - $250,000 | Aug 12, 2023 | |
| Jul 20, 2023 | US TREASURY NOTE | Sale | $250,001 - $500,000 | Aug 12, 2023 | |
| Jul 24, 2023 | US TREASURY NOTE | Purchase | $250,001 - $500,000 | Aug 12, 2023 | |
| Jul 13, 2023 | San Diego CA Trans Excise Tax | Purchase | $100,001 - $250,000 | Aug 12, 2023 | |
| Jun 15, 2023 | SAN FRANCISCO UNIFIED SCHOOL DISTRICT | Sale | $250,001 - $500,000 | Jul 14, 2023 | |
| Jun 26, 2023 | US TREASURY BILLS | Purchase | $1,000,001 - $5,000,000 | Jul 14, 2023 | |
| Jun 23, 2023 | US TREASURY BILLS | Purchase | $250,001 - $500,000 | Jul 14, 2023 | |
| Jun 22, 2023 | US TREASURY BILLS | Sale | $1,000,001 - $5,000,000 | Jul 14, 2023 | |
| Jun 15, 2023 | San Francisco CA IMPT SCH | Sale (Partial) | $250,001 - $500,000 | Jul 14, 2023 | |
| May 15, 2023 | UNIVERSITY OF CALIFORNIA | Sale | $500,001 - $1,000,000 | Jun 13, 2023 | |
| May 15, 2023 | Univ CA | Sale (Full) | $500,001 - $1,000,000 | Jun 13, 2023 | |
| Apr 3, 2023 | Bay Area Toll RV Toll Tran | Sale (Full) | $250,001 - $500,000 | May 10, 2023 | |
| Apr 25, 2023 | US TREASURY BILLS | Purchase | $500,001 - $1,000,000 | May 10, 2023 | |
| Apr 24, 2023 | US TREASURY BILLS | Purchase | $500,001 - $1,000,000 | May 10, 2023 | |
| Apr 3, 2023 | BAY AREA TOLL AUTHORITY | Sale | $250,001 - $500,000 | May 10, 2023 | |
| Mar 7, 2023 | -- | US Treasury Bills | Sale (Full) | $100,001 - $250,000 | Apr 13, 2023 |
| Feb 7, 2023 | -- | US Treasury Bills | Purchase | $100,001 - $250,000 | Mar 28, 2023 |
| Jan 1, 2023 | -- | Los Angeles CA W/P WTR Util | Sale (Full) | $15,001 - $50,000 | Feb 13, 2023 |
| Jan 3, 2023 | -- | Multi-Pack Solutions LLC | Sale (Partial) | $100,001 - $250,000 | Feb 13, 2023 |
| Aug 1, 2022 | -- | Rowland CA USD | Sale (Full) | $250,001 - $500,000 | Sep 12, 2022 |
| Aug 1, 2022 | -- | Ohlone Community College District | Sale (Full) | $250,001 - $500,000 | Sep 12, 2022 |
| Aug 12, 2022 | -- | Folsom Cordova CA Impt Sch | Purchase | $250,001 - $500,000 | Sep 12, 2022 |
| Aug 12, 2022 | -- | Los Angeles County Excise Tax | Purchase | $250,001 - $500,000 | Sep 12, 2022 |
| Jul 6, 2022 | -- | San Francisco CA Sewer Util | Purchase | $500,001 - $1,000,000 | Aug 16, 2022 |
| Jul 6, 2022 | -- | San Francisco CA Sewer Util | Purchase | $100,001 - $250,000 | Aug 16, 2022 |
| Jun 2, 2022 | -- | Lodi CA USD GO UTX | Purchase | $100,001 - $250,000 | Jul 15, 2022 |
| Jun 21, 2022 | -- | East Bay MUD Sys CA | Purchase | $250,001 - $500,000 | Jul 15, 2022 |
| May 20, 2022 | -- | Cerritos CA CCD COLL EDUC | Purchase | $100,001 - $250,000 | Jun 19, 2022 |
| May 26, 2022 | -- | San Francisco CA IMPT SCH | Purchase | $250,001 - $500,000 | Jun 19, 2022 |
| May 18, 2022 | -- | CA ST DEPT WTR UTIL | Purchase | $250,001 - $500,000 | Jun 19, 2022 |
| May 19, 2022 | -- | San Mateo CA UHSD IMPT SCH | Purchase | $100,001 - $250,000 | Jun 19, 2022 |
| May 26, 2022 | -- | San Francisco CA BART | Purchase | $250,001 - $500,000 | Jun 19, 2022 |
| May 16, 2022 | -- | East Bay MUD SYS CA | Purchase | $500,001 - $1,000,000 | Jun 19, 2022 |
| May 26, 2022 | -- | San Francisco CA IMP SCH | Purchase | $100,001 - $250,000 | Jun 19, 2022 |
| May 24, 2022 | -- | Mammoth CA USD IMPT SCH | Purchase | $100,001 - $250,000 | Jun 19, 2022 |
| May 18, 2022 | -- | Orange CTY CA REV UTX | Purchase | $100,001 - $250,000 | Jun 19, 2022 |
| Apr 19, 2022 | -- | Multi-Pack Solutions | Purchase | $500,001 - $1,000,000 | May 18, 2022 |
| Jan 31, 2022 | -- | GV Pines Apartments LLC | Purchase | $100,001 - $250,000 | Feb 15, 2022 |
| Nov 1, 2021 | -- | San Francisco CA Rev. Bonds | Sale (Full) | $500,001 - $1,000,000 | Dec 6, 2021 |
| Oct 14, 2021 | -- | Sequoia CA UHSD IMPD SCH | Sale (Full) | $500,001 - $1,000,000 | Nov 12, 2021 |
| Oct 14, 2021 | -- | Contra Costa CCD | Sale (Full) | $500,001 - $1,000,000 | Nov 12, 2021 |
| Oct 13, 2021 | -- | Cibolo Creek Minu Swr Util | Purchase | $50,001 - $100,000 | Nov 12, 2021 |
| Oct 14, 2021 | -- | Bay Area Toll Rev | Sale (Partial) | $500,001 - $1,000,000 | Nov 12, 2021 |
| Oct 14, 2021 | -- | CA Educ | Sale (Full) | $250,001 - $500,000 | Nov 12, 2021 |
| Oct 14, 2021 | -- | Contra Costa CCD | Sale (Full) | $250,001 - $500,000 | Nov 12, 2021 |
| Sep 21, 2021 | -- | US Treasury Notes | Sale (Full) | $500,001 - $1,000,000 | Oct 15, 2021 |
| Sep 2, 2021 | -- | Novato CA USD IMPT SCH | Purchase | $50,001 - $100,000 | Oct 15, 2021 |
| Sep 1, 2021 | -- | Los Angeles CA Go UTX | Sale (Full) | $50,001 - $100,000 | Oct 15, 2021 |
| Aug 2, 2021 | -- | Centinela Valley Union High School Distr... | Sale (Full) | $250,001 - $500,000 | Sep 13, 2021 |
| Aug 16, 2021 | -- | Sacramento CA Utl Pwr Util | Sale (Full) | $500,001 - $1,000,000 | Sep 13, 2021 |
| Jun 17, 2021 | -- | US Treasury Notes | Sale (Partial) | $100,001 - $250,000 | Jul 9, 2021 |
| May 3, 2021 | -- | US Treasury Notes | Sale (Partial) | $50,001 - $100,000 | Jun 8, 2021 |
| May 3, 2021 | -- | CA ST Dept Wtr Res Power Ser O | Sale (Full) | $250,001 - $500,000 | Jun 8, 2021 |
| Apr 13, 2021 | -- | Los Angeles CA W/P Wtr Util | Purchase | $50,001 - $100,000 | May 12, 2021 |
| Apr 5, 2021 | -- | US Treasury Notes | Sale (Partial) | $500,001 - $1,000,000 | May 12, 2021 |
| Apr 1, 2021 | -- | San Diego CA Trans Rev LTX | Sale (Full) | $50,001 - $100,000 | May 12, 2021 |
| Apr 28, 2021 | -- | Broadview Heights OH GO UTX | Purchase | $50,001 - $100,000 | May 12, 2021 |
| Mar 10, 2021 | -- | US Treasury Notes | Sale (Partial) | $500,001 - $1,000,000 | Apr 14, 2021 |
| Feb 16, 2021 | -- | San Diego CA Wtr Util | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | Bay Area Toll RB Toll Tran | Sale (Partial) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | CA Infra & Dev Bk Comb Util | Sale (Partial) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | San Francisco CA FINL SCH | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 11, 2021 | -- | San Diego CA Wtr Util | Purchase | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | Univ CA Pub Ed | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | Santa Clara CA USD Impt Sch | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | San Francisco CA City/Cnty Impt | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | Anaheim CA Elec Util | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | San Francisco CA City/Cnty Impt | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | Silicon Vy Wtr Util | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | Rancho CA WTR FA DIST COMB UTIL | Purchase | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | Mount San Jacinto Coll Educ | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | Los Angeles Cnty CA MY Excise Tax | Sale (Full) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 16, 2021 | -- | Grossmont CA Impt Sch | Sale (Partial) | $100,001 - $250,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | Coast CCD CA Coll Educ | Sale (Full) | $50,001 - $100,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | San Bruno CA Wtr Util | Sale (Full) | $50,001 - $100,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | CA Start Dept Water Resources | Sale (Partial) | $50,001 - $100,000 | Mar 11, 2021 |
| Feb 10, 2021 | -- | CA State Univ Pub Educ | Sale (Partial) | $50,001 - $100,000 | Mar 11, 2021 |
| Feb 1, 2021 | -- | Dublin Sun Ramon CA Wtr Util | Sale (Partial) | $50,001 - $100,000 | Mar 11, 2021 |
| Jan 8, 2021 | -- | Nevada Irrigation District Municipal Bon... | Purchase | $500,001 - $1,000,000 | Feb 8, 2021 |
| Dec 10, 2020 | -- | US Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Jan 13, 2021 |
| Dec 16, 2020 | -- | US Treasury Bills | Purchase | $500,001 - $1,000,000 | Jan 13, 2021 |
| Dec 30, 2020 | -- | US Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Jan 13, 2021 |
| Nov 30, 2020 | -- | Multi-Pack Solutions LLC | Purchase | $250,001 - $500,000 | Dec 18, 2020 |
| Oct 1, 2020 | -- | San Francisco, CA City/Cty Impt | Sale (Full) | $50,001 - $100,000 | Nov 12, 2020 |
| Oct 9, 2020 | -- | Lynett Capital Partners II LP | Purchase | $15,001 - $50,000 | Nov 12, 2020 |
| Oct 14, 2020 | -- | Grossmont CA Impt Sch | Purchase | $100,001 - $250,000 | Nov 12, 2020 |
| Sep 1, 2020 | -- | Roseville, CA Finance Auth | Sale (Full) | $50,001 - $100,000 | Oct 13, 2020 |
| Sep 10, 2020 | -- | San Francisco, CA FINL SCH | Purchase | $100,001 - $250,000 | Oct 13, 2020 |
| Aug 19, 2020 | -- | Contra Costa CA CCD COLL EDUC | Purchase | $500,001 - $1,000,000 | Sep 13, 2020 |
| Aug 3, 2020 | -- | Los Angeles CA CCD COLL EDUC | Sale (Full) | $500,001 - $1,000,000 | Sep 13, 2020 |
| Aug 3, 2020 | RAND | Rand Capital Corporation | Sale (Partial) | $1,001 - $15,000 | Sep 13, 2020 |
| Aug 13, 2020 | -- | Mariposa CTY, CA IMPT SCH | Purchase | $100,001 - $250,000 | Sep 13, 2020 |
| Jul 29, 2020 | -- | Calleguas ETC CA | Sale (Full) | $250,001 - $500,000 | Sep 13, 2020 |
| Aug 4, 2020 | RAND | Rand Capital Corporation | Sale (Full) | $1,001 - $15,000 | Sep 13, 2020 |
| Jul 16, 2020 | -- | U.S. Treasury Bills | Sale (Partial) | $500,001 - $1,000,000 | Aug 13, 2020 |
| Jul 13, 2020 | -- | Gainesville Fl COMB UTIL | Sale (Partial) | $500,001 - $1,000,000 | Aug 13, 2020 |
| Jul 29, 2020 | -- | MA BAY TRAN AUTH EXCISE TAX | Sale (Full) | $500,001 - $1,000,000 | Aug 13, 2020 |
| Jul 10, 2020 | -- | New York NY GO UTX | Sale (Partial) | $500,001 - $1,000,000 | Aug 13, 2020 |
| Jul 29, 2020 | -- | Gainesville Fl COMB UTIL | Sale (Full) | $100,001 - $250,000 | Aug 13, 2020 |
| Jul 1, 2020 | -- | MA BAY TRAN AUTH EXCISE TAX | Sale (Partial) | $100,001 - $250,000 | Aug 13, 2020 |
| Jul 10, 2020 | -- | Orlando Fl UTILS PWR UTIL | Sale (Partial) | $500,001 - $1,000,000 | Aug 13, 2020 |
| Jul 29, 2020 | -- | Ohio Water Development Authority | Sale (Full) | $100,001 - $250,000 | Aug 13, 2020 |
| Jul 31, 2020 | RAND | Rand Capital Corporation | Sale (Partial) | $1,001 - $15,000 | Aug 13, 2020 |
| Jul 30, 2020 | RAND | Rand Capital Corporation | Sale (Partial) | $1,001 - $15,000 | Aug 13, 2020 |
| Jul 29, 2020 | RAND | Rand Capital Corporation | Sale (Partial) | $1,001 - $15,000 | Aug 13, 2020 |
| Jul 28, 2020 | RAND | Rand Capital Corporation | Sale (Partial) | $1,001 - $15,000 | Aug 13, 2020 |
| Jul 29, 2020 | -- | Orlando Fl UTILS PWR UTIL | Sale (Full) | $100,001 - $250,000 | Aug 13, 2020 |
| Jul 15, 2020 | -- | Ohio Water Development Authority | Sale (Partial) | $500,001 - $1,000,000 | Aug 13, 2020 |
| Jul 24, 2020 | -- | New York NY GO UTX | Sale (Full) | $100,001 - $250,000 | Aug 13, 2020 |
| Jun 15, 2020 | -- | W Palm Beach Fl COMB uTIl | Sale (Full) | $100,001 - $250,000 | Jul 12, 2020 |
| Jun 18, 2020 | -- | MA BAY TRAN AuTH MASS TRAN | Sale (Partial) | $250,001 - $500,000 | Jul 12, 2020 |
| Jun 18, 2020 | -- | Gainesville Fl COMB uTIl | Sale (Partial) | $250,001 - $500,000 | Jul 12, 2020 |
| Jun 1, 2020 | -- | East Bay Muni util Dist, CA | Sale (Full) | $50,001 - $100,000 | Jul 12, 2020 |
| Jun 16, 2020 | -- | U.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Jul 12, 2020 |
| Jun 11, 2020 | -- | U.S. Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Jul 12, 2020 |
| Jun 18, 2020 | -- | DC UNIV EDUC | Sale (Full) | $250,001 - $500,000 | Jul 12, 2020 |
| May 1, 2020 | -- | CA State Dept. of Water Bonds | Sale (Partial) | $500,001 - $1,000,000 | Jun 12, 2020 |
| May 13, 2020 | -- | Dublin, CA Unified Sch Dist | Purchase | $500,001 - $1,000,000 | Jun 12, 2020 |
| May 11, 2020 | -- | Los Angeles, CA Dept. of Water & Power | Purchase | $500,001 - $1,000,000 | Jun 12, 2020 |
| Apr 1, 2020 | -- | Ca Educ Priv Educ | Purchase | $250,001 - $500,000 | May 14, 2020 |
| Apr 8, 2020 | -- | Bay area Toll RV Ca Toll Tran | Purchase | $250,001 - $500,000 | May 14, 2020 |
| Apr 1, 2020 | -- | Centinela VY UHS Impt Sch | Purchase | $250,001 - $500,000 | May 14, 2020 |
| Apr 13, 2020 | -- | Metropolitan Water District S C WTR util | Sale (Full) | $250,001 - $500,000 | May 14, 2020 |
| Apr 9, 2020 | -- | Sequoia Ca UHSD Impt Sch | Purchase | $500,001 - $1,000,000 | May 14, 2020 |
| Apr 8, 2020 | -- | Sacramento Ca utl Pwr util | Purchase | $500,001 - $1,000,000 | May 14, 2020 |
| Apr 8, 2020 | -- | Contra Costa CA CCD | Purchase | $250,001 - $500,000 | May 14, 2020 |
| Mar 30, 2020 | -- | San Diego, Ca CCD Coll Educ | Purchase | $500,001 - $1,000,000 | Apr 14, 2020 |
| Mar 12, 2020 | -- | U.S. Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Apr 14, 2020 |
| Mar 26, 2020 | -- | U.S. Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Apr 14, 2020 |
| Mar 31, 2020 | -- | Stockton, Ca PFA Wtr util | Purchase | $500,001 - $1,000,000 | Apr 14, 2020 |
| Mar 13, 2020 | -- | U.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Apr 14, 2020 |
| Mar 2, 2020 | -- | Lynett Capital Partners II LP | Purchase | $15,001 - $50,000 | Apr 14, 2020 |
| Jan 27, 2020 | -- | Alameda Ca Trans Excise | Sale (Full) | $500,001 - $1,000,000 | Feb 17, 2020 |
| Jan 27, 2020 | -- | San Francisco County Ca EXCISE TaX | Sale (Full) | $500,001 - $1,000,000 | Feb 17, 2020 |
| Jan 27, 2020 | -- | U.S. Treasury Notes | Purchase | $500,001 - $1,000,000 | Feb 17, 2020 |
| Jan 28, 2020 | -- | U.S. Treasury Notes | Purchase | $500,001 - $1,000,000 | Feb 17, 2020 |
| Jan 27, 2020 | -- | Silicon Vy Cln Wtr util | Sale (Partial) | $250,001 - $500,000 | Feb 17, 2020 |
| Jan 29, 2020 | -- | Butte-Glenn Muni Bonds | Sale (Full) | $500,001 - $1,000,000 | Feb 17, 2020 |
| Jan 27, 2020 | -- | Ca EDUC FaC auTH REV | Sale (Full) | $500,001 - $1,000,000 | Feb 17, 2020 |
| Nov 14, 2019 | u.S. Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Dec 19, 2019 | |
| Oct 31, 2019 | Multi-Pack Solutions LLC | Sale (Partial) | Spouse/DC Over $1,000,000 | Nov 22, 2019 | |
| Sep 16, 2019 | u.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Oct 15, 2019 | |
| Sep 12, 2019 | u.S. Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Oct 15, 2019 | |
| Sep 26, 2019 | u.S. Treasury Bills | Sale (Full) | Spouse/DC Over $1,000,000 | Oct 15, 2019 | |
| Sep 30, 2019 | u.S. Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Oct 15, 2019 | |
| Aug 9, 2019 | San Juan, Ca uSD | Purchase | $500,001 - $1,000,000 | Sep 16, 2019 | |
| Aug 1, 2019 | Washington State Bonds | Sale (Full) | $500,001 - $1,000,000 | Sep 16, 2019 | |
| Aug 27, 2019 | lynett Capital Partners II lP | Purchase | $15,001 - $50,000 | Sep 16, 2019 | |
| Jul 16, 2019 | Ohio Water Development authority | Purchase | $500,001 - $1,000,000 | Aug 14, 2019 | |
| Jul 12, 2019 | East Bay Muni util Dist, Ca | Sale (Full) | $250,001 - $500,000 | Aug 14, 2019 | |
| Jul 1, 2019 | los angeles Ca, W util Pwr | Sale (Full) | $250,001 - $500,000 | Aug 14, 2019 | |
| Jul 24, 2019 | Ohlone Community College District | Purchase | $250,001 - $500,000 | Aug 14, 2019 | |
| Jul 25, 2019 | Sacramento Muni util Dist | Purchase | $250,001 - $500,000 | Aug 14, 2019 | |
| Jul 19, 2019 | Ma BaY TRaN auTH EXCISE TaX | Sale (Partial) | $100,001 - $250,000 | Aug 14, 2019 | |
| Jul 16, 2019 | Roseville, Ca Finance auth | Purchase | $100,001 - $250,000 | Aug 14, 2019 | |
| Jun 4, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jul 14, 2019 |
| Jun 7, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jul 14, 2019 |
| Jun 3, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jul 14, 2019 |
| May 22, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jun 18, 2019 |
| May 20, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jun 18, 2019 |
| May 21, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jun 18, 2019 |
| May 23, 2019 | Ca St Dept Wtr Res Power Ser O | Purchase | $250,001 - $500,000 | Jun 18, 2019 | |
| May 20, 2019 | Enterprise Ca Elem Sch Dist Rfdg - 2029 | Purchase | $500,001 - $1,000,000 | Jun 18, 2019 | |
| May 20, 2019 | Enterprise Ca Elem Sch Dist Rfdg - 2030 | Purchase | $250,001 - $500,000 | Jun 18, 2019 | |
| May 17, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Jun 18, 2019 |
| Apr 3, 2019 | u.S. Treasury Bills | Purchase | $100,001 - $250,000 | May 6, 2019 | |
| Apr 4, 2019 | u.S. Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | May 6, 2019 | |
| Apr 26, 2019 | gainesville Fl COMB uTIl | Sale (Partial) | $100,001 - $250,000 | May 6, 2019 | |
| Mar 6, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $15,001 - $50,000 | Apr 14, 2019 |
| Mar 8, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $15,001 - $50,000 | Apr 14, 2019 |
| Mar 7, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $15,001 - $50,000 | Apr 14, 2019 |
| Mar 18, 2019 | lynett Capital Partners II lP | Purchase | $15,001 - $50,000 | Apr 14, 2019 | |
| Mar 5, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Apr 14, 2019 |
| Mar 4, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Apr 14, 2019 |
| Mar 1, 2019 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Apr 14, 2019 |
| Feb 14, 2019 | Bay area Toll RV Toll Tran | Purchase | Spouse/DC Over $1,000,000 | Mar 19, 2019 | |
| Feb 14, 2019 | Bay area Toll RV Toll Tran | Sale (Full) | Spouse/DC Over $1,000,000 | Mar 19, 2019 | |
| Feb 14, 2019 | Bay area Toll RV Toll Tran | Purchase | $100,001 - $250,000 | Mar 19, 2019 | |
| Feb 14, 2019 | anaheim Ca Elec util | Purchase | $100,001 - $250,000 | Mar 19, 2019 | |
| Feb 21, 2019 | alameda Ca Trans Excise | Purchase | $500,001 - $1,000,000 | Mar 19, 2019 | |
| Feb 27, 2019 | Ca Infra & E Dev Pool auth | Purchase | $500,001 - $1,000,000 | Mar 19, 2019 | |
| Feb 14, 2019 | Ca State Dept. Water Resources | Purchase | $50,001 - $100,000 | Mar 19, 2019 | |
| Jan 9, 2019 | Silicon Valley Cln Wtr | Purchase | $250,001 - $500,000 | Feb 12, 2019 | |
| Jan 9, 2019 | Rowland Ca uSD | Purchase | $250,001 - $500,000 | Feb 12, 2019 | |
| Dec 24, 2018 | gainesville Fl COMB uTIl | Purchase | $250,001 - $500,000 | Jan 18, 2019 | |
| Dec 26, 2018 | Ca EDuC FaC auTH REV | Purchase | Spouse/DC Over $1,000,000 | Jan 18, 2019 | |
| Dec 24, 2018 | gainesville Fl COMB uTIl | Purchase | Spouse/DC Over $1,000,000 | Jan 18, 2019 | |
| Dec 26, 2018 | Ca uNIV REV | Purchase | $500,001 - $1,000,000 | Jan 18, 2019 | |
| Dec 26, 2018 | los angeles Ca CCD COll EDuC | Purchase | Spouse/DC Over $1,000,000 | Jan 18, 2019 | |
| Dec 21, 2018 | DC uNIV EDuC | Purchase | $250,001 - $500,000 | Jan 18, 2019 | |
| Dec 26, 2018 | Folsom Cordova SCH DIST Ca IMPT SCH | Purchase | $100,001 - $250,000 | Jan 18, 2019 | |
| Oct 1, 2018 | Harris County TX Flood Bonds | Sale (Full) | $100,001 - $250,000 | Nov 13, 2018 | |
| Sep 13, 2018 | u.S. Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Oct 12, 2018 | |
| Sep 4, 2018 | univ Ca Pub Educ | Sale (Partial) | $500,001 - $1,000,000 | Oct 12, 2018 | |
| Sep 17, 2018 | u.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Oct 12, 2018 | |
| Sep 12, 2018 | u.S. Treasury Bills | Purchase | $1,000,001 - $5,000,000 | Oct 12, 2018 | |
| Aug 7, 2018 | Bay area Toll RV Toll Tran | Sale (Full) | $250,001 - $500,000 | Sep 14, 2018 | |
| Aug 2, 2018 | austin TX Water Bonds | Sale (Full) | $250,001 - $500,000 | Sep 14, 2018 | |
| Aug 2, 2018 | Poway, Ca unified Sch. Dist. Bonds | Sale (Full) | $500,001 - $1,000,000 | Sep 14, 2018 | |
| Aug 2, 2018 | Metropolitan Water District of Southern ... | Sale (Partial) | $500,001 - $1,000,000 | Sep 14, 2018 | |
| Aug 7, 2018 | Orange Ca WTR CO WTR COPS | Sale (Full) | $250,001 - $500,000 | Sep 14, 2018 | |
| Aug 2, 2018 | Ca State Dept. Water Resources | Sale (Partial) | $250,001 - $500,000 | Sep 14, 2018 | |
| Aug 2, 2018 | los angeles Cty, Ca Mt | Sale (Full) | $100,001 - $250,000 | Sep 14, 2018 | |
| Jul 1, 2018 | Monterey Peninsula WTR COPS | Sale (Partial) | $50,001 - $100,000 | Aug 10, 2018 | |
| Jul 27, 2018 | RAND | Rand Capital Corporation - Common Stock | Sale (Partial) | $1,001 - $15,000 | Aug 10, 2018 |
| Jun 7, 2018 | u.S. Treasury Bills | Sale (Full) | $500,001 - $1,000,000 | Jul 16, 2018 | |
| Jun 11, 2018 | u.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Jul 16, 2018 | |
| May 4, 2018 | Blue Water Pandero Investors llC | Sale (Full) | Spouse/DC Over $1,000,000 | Jun 14, 2018 | |
| May 1, 2018 | los angeles Ca CCD | Purchase | $100,001 - $250,000 | Jun 14, 2018 | |
| May 9, 2018 | Pasadena Ca area CC Educ | Purchase | $250,001 - $500,000 | Jun 14, 2018 | |
| May 21, 2018 | Pittsburg Ca Wtr util | Purchase | $250,001 - $500,000 | Jun 14, 2018 | |
| May 1, 2018 | Calleguas ETC Ca | Sale (Partial) | $500,001 - $1,000,000 | Jun 14, 2018 | |
| May 1, 2018 | San Diego County, Ca Bonds | Sale (Full) | $250,001 - $500,000 | Jun 14, 2018 | |
| May 1, 2018 | East Bay Muni util Dist, Ca | Sale (Partial) | $250,001 - $500,000 | Jun 14, 2018 | |
| Apr 26, 2018 | los angeles, Ca, W util Pwr | Sale (Full) | $250,001 - $500,000 | May 9, 2018 | |
| Apr 4, 2018 | los angeles, Ca, W util Pwr | Sale (Partial) | Spouse/DC Over $1,000,000 | May 9, 2018 | |
| Apr 5, 2018 | Met. Water District, Ca. | Sale (Full) | Spouse/DC Over $1,000,000 | May 9, 2018 | |
| Apr 30, 2018 | Dublin San Ramon, Ca Wtr util | Purchase | $100,001 - $250,000 | May 9, 2018 | |
| Apr 27, 2018 | Ca Infra & Dev Bk Comb util | Purchase | $100,001 - $250,000 | May 9, 2018 | |
| Apr 30, 2018 | San Francisco, Ca City/Cty Impt | Purchase | $100,001 - $250,000 | May 9, 2018 | |
| Apr 27, 2018 | San Francisco, Ca Cty & City Swr util | Purchase | $100,001 - $250,000 | May 9, 2018 | |
| Mar 8, 2018 | u.S. Treasury Bills | Sale (Full) | Spouse/DC Over $1,000,000 | Apr 18, 2018 | |
| Mar 28, 2018 | u.S. Treasury Bills | Sale (Full) | Spouse/DC Over $1,000,000 | Apr 18, 2018 | |
| Mar 8, 2018 | u.S. Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Apr 18, 2018 |