Scott H. Peters
house Democrat CA
P000608
361 trades tracked · 138 spouse · 3 late filings · avg lag 30.8d
Official site ↗Committees
- House Committee on Energy and Commerce
- House Committee on the Budget
- HSIF03
- HSIF18
- HSIF16
Est. volume
$128,114,500
Range midpoints
Buys / Sells
181 / 180
Spouse share
38.2%
Late (>45d)
3
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Jan 21, 2026 | N/A | Regeneration VC Fund 1 LP | Purchase | Spouse | $15,001 - $50,000 | Feb 25, 2026 | 35d |
| Jan 14, 2026 | N/A | Solace Health | Purchase | Spouse | $250,001 - $500,000 | Feb 25, 2026 | 42d |
| Jan 21, 2026 | N/A | Valo Ventures GP II, LP | Purchase | Spouse | $15,001 - $50,000 | Feb 25, 2026 | 35d |
| Jan 14, 2026 | N/A | SOLACE HEALTH INC | Purchase | Spouse | $250,001 - $500,000 | Feb 25, 2026 | 42d |
| Jan 21, 2026 | N/A | REGENERATIONVC FUND 1 LP | Purchase | Spouse | $15,001 - $50,000 | Feb 25, 2026 | 35d |
| Jan 21, 2026 | N/A | VALO VENTURES GP II LP | Purchase | Spouse | $15,001 - $50,000 | Feb 25, 2026 | 35d |
| Oct 2, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $15,001 - $50,000 | Nov 14, 2025 | 43d |
| Oct 1, 2025 | N/A | San Francisco CA Sewer Util | Sale (Full) | Spouse | $50,001 - $100,000 | Nov 14, 2025 | 44d |
| Oct 6, 2025 | N/A | U.S Treasury Bills | Purchase | Spouse | $15,001 - $50,000 | Nov 14, 2025 | 39d |
| Sep 25, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $15,001 - $50,000 | Oct 17, 2025 | 22d |
| Sep 22, 2025 | N/A | Allocate Premier Access Fund | Purchase | Spouse | $15,001 - $50,000 | Oct 17, 2025 | 25d |
| Sep 10, 2025 | N/A | Anaheim CA Hsg Elec Util | Purchase | Spouse | $50,001 - $100,000 | Oct 17, 2025 | 37d |
| Sep 3, 2025 | N/A | Inverted Capital I LP | Purchase | Spouse | $100,001 - $250,000 | Oct 17, 2025 | 44d |
| Sep 25, 2025 | N/A | Inverted Capital I LP | Purchase | Spouse | $50,001 - $100,000 | Oct 17, 2025 | 22d |
| Sep 8, 2025 | N/A | U.S Treasury Bills | Purchase | Spouse | $100,001 - $250,000 | Oct 17, 2025 | 39d |
| Sep 29, 2025 | N/A | Riverside CA Sewer Util | Sale (Full) | Spouse | $100,001 - $250,000 | Oct 17, 2025 | 18d |
| Sep 4, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $100,001 - $250,000 | Oct 17, 2025 | 43d |
| Sep 8, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $50,001 - $100,000 | Oct 17, 2025 | 39d |
| Sep 9, 2025 | N/A | San Francisco CA Bay Mass Tran | Purchase | Spouse | $50,001 - $100,000 | Oct 17, 2025 | 38d |
| Sep 24, 2025 | N/A | Allocate Alpha Fund II LP | Purchase | Spouse | $15,001 - $50,000 | Oct 17, 2025 | 23d |
| Aug 5, 2025 | N/A | CA ST UNIV PUB EDUC | Purchase | Spouse | $100,001 - $250,000 | Sep 15, 2025 | 41d |
| Aug 1, 2025 | N/A | San Juan CA USD IMPT SCH | Sale (Partial) | Spouse | $100,001 - $250,000 | Sep 15, 2025 | 45d |
| Aug 1, 2025 | N/A | Santa Clara CN CA HLTH | Sale (Full) | Spouse | $15,001 - $50,000 | Sep 15, 2025 | 45d |
| Aug 1, 2025 | N/A | U.S Treasury Bills | Purchase | Spouse | $250,001 - $500,000 | Sep 15, 2025 | 45d |
| Aug 1, 2025 | N/A | Mammoth CA USD IMPT SCH | Sale (Full) | Spouse | $50,001 - $100,000 | Sep 15, 2025 | 45d |
| Aug 5, 2025 | N/A | San Jose CA Uni Sch | Purchase | Spouse | $500,001 - $1,000,000 | Sep 15, 2025 | 41d |
| Jul 24, 2025 | N/A | Kent Street Group LLC | Purchase | Spouse | $15,001 - $50,000 | Aug 11, 2025 | 18d |
| Jul 31, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Aug 11, 2025 | 11d |
| Jul 1, 2025 | N/A | Los Angeles CA FINL SCH | Sale (Full) | Spouse | $50,001 - $100,000 | Aug 11, 2025 | 41d |
| Jul 3, 2025 | N/A | GV Livingston LLC | Purchase | Spouse | $50,001 - $100,000 | Aug 11, 2025 | 39d |
| Jun 23, 2025 | N/A | Allocate Premier Access Fund | Purchase | Spouse | $15,001 - $50,000 | Jul 16, 2025 | 23d |
| Jun 2, 2025 | N/A | East Bay MUD SYS CA | Sale (Partial) | Spouse | $50,001 - $100,000 | Jul 16, 2025 | 44d |
| Jun 12, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $100,001 - $250,000 | Jul 16, 2025 | 34d |
| Jun 16, 2025 | N/A | U.S Treasury Bills | Purchase | Spouse | $100,001 - $250,000 | Jul 16, 2025 | 30d |
| Jun 10, 2025 | N/A | Los Angeles CA Wtr Swr Util | Purchase | Spouse | $100,001 - $250,000 | Jul 16, 2025 | 36d |
| Jun 24, 2025 | N/A | Allocate Alpha Fund II LP | Purchase | Spouse | $1,001 - $15,000 | Jul 16, 2025 | 22d |
| Jun 25, 2025 | N/A | Valo Ventures GP II, LP | Purchase | Spouse | $15,001 - $50,000 | Jul 16, 2025 | 21d |
| May 21, 2025 | N/A | Lynett Capital Partners III | Purchase | Spouse | $100,001 - $250,000 | Jun 23, 2025 | 33d |
| May 27, 2025 | N/A | Allocate Alpha Fund II LP | Purchase | Spouse | $15,001 - $50,000 | Jun 23, 2025 | 27d |
| May 23, 2025 | N/A | Allocate Premier Access Fund | Purchase | Spouse | $15,001 - $50,000 | Jun 23, 2025 | 31d |
| Apr 11, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | May 16, 2025 | 35d |
| Apr 14, 2025 | N/A | Kent Street Group LLC | Purchase | Spouse | $15,001 - $50,000 | May 16, 2025 | 32d |
| Mar 31, 2025 | N/A | U.S Treasury Bills | Purchase | Spouse | $500,001 - $1,000,000 | Apr 18, 2025 | 18d |
| Mar 27, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Apr 18, 2025 | 22d |
| Feb 3, 2025 | N/A | U.S Treasury Bills | Purchase | Spouse | $250,001 - $500,000 | Mar 14, 2025 | 39d |
| Jan 28, 2025 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Feb 18, 2025 | 21d |
| Jan 10, 2025 | N/A | Kent Street Group LLC | Purchase | Spouse | $15,001 - $50,000 | Feb 18, 2025 | 39d |
| Dec 23, 2024 | N/A | Allocate Premier Access Fund | Purchase | Spouse | $15,001 - $50,000 | Jan 15, 2025 | 23d |
| Dec 2, 2024 | N/A | CA ST DEPT WTR UTIL | Sale (Full) | Spouse | $250,001 - $500,000 | Jan 15, 2025 | 44d |
| Dec 19, 2024 | N/A | U.S. Treasury Notes | Sale (Partial) | Spouse | $50,001 - $100,000 | Jan 15, 2025 | 27d |
| Dec 16, 2024 | N/A | U.S Treasury Bills | Purchase | Spouse | $250,001 - $500,000 | Jan 15, 2025 | 30d |
| Dec 26, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Jan 15, 2025 | 20d |
| Dec 30, 2024 | N/A | U.S Treasury Bills | Purchase | Spouse | $500,001 - $1,000,000 | Jan 15, 2025 | 16d |
| Dec 23, 2024 | N/A | Allocate Alpha Fund II LP | Purchase | Spouse | $15,001 - $50,000 | Jan 15, 2025 | 23d |
| Nov 7, 2024 | N/A | Visalia CA Uni IMPT SCH | Purchase | Spouse | $500,001 - $1,000,000 | Dec 16, 2024 | 39d |
| Nov 18, 2024 | N/A | Stepstone Tactical Growth Fund III, LP | Purchase | Spouse | $1,001 - $15,000 | Dec 16, 2024 | 28d |
| Oct 15, 2024 | N/A | Orange CTY CA REV UTX | Sale (Full) | Spouse | $50,001 - $100,000 | Nov 15, 2024 | 31d |
| Oct 1, 2024 | N/A | San Francisco CA Sewer Util | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Nov 15, 2024 | 45d |
| Sep 11, 2024 | N/A | Kent Street Group GP | Purchase | Spouse | $15,001 - $50,000 | Oct 16, 2024 | 35d |
| Sep 3, 2024 | N/A | San Mateo CA UHSD IMPT SCH | Sale (Full) | Spouse | $50,001 - $100,000 | Oct 16, 2024 | 43d |
| Sep 27, 2024 | N/A | Sacramento CA WTR UTIL | Purchase | Spouse | $50,001 - $100,000 | Oct 16, 2024 | 19d |
| Sep 9, 2024 | N/A | Lynett Capital Partners III | Purchase | Spouse | $100,001 - $250,000 | Oct 16, 2024 | 37d |
| Sep 10, 2024 | N/A | GV Christi LLC | Purchase | Spouse | $50,001 - $100,000 | Oct 16, 2024 | 36d |
| Sep 19, 2024 | N/A | Allocate Alpha Fund II LP | Purchase | Spouse | $15,001 - $50,000 | Oct 16, 2024 | 27d |
| Sep 20, 2024 | N/A | Allocate Premier Access Fund | Purchase | Spouse | $15,001 - $50,000 | Oct 16, 2024 | 26d |
| Aug 20, 2024 | N/A | San Juan CA USD IMPT SCH | Purchase | Spouse | $100,001 - $250,000 | Sep 12, 2024 | 23d |
| Aug 8, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Sep 12, 2024 | 35d |
| Aug 1, 2024 | N/A | San Francisco CA BART | Sale (Full) | Spouse | $250,001 - $500,000 | Sep 12, 2024 | 42d |
| Aug 15, 2024 | N/A | Foothill-DeAnza CCD CA Educ | Purchase | Spouse | $500,001 - $1,000,000 | Sep 12, 2024 | 28d |
| Aug 7, 2024 | N/A | Los Angeles CA FINL SCH | Purchase | Spouse | $50,001 - $100,000 | Sep 12, 2024 | 36d |
| Aug 8, 2024 | N/A | San Diego CA UNI GO UTX | Purchase | Spouse | $250,001 - $500,000 | Sep 12, 2024 | 35d |
| Aug 29, 2024 | N/A | CA ST UNIV PUB EDUC | Purchase | Spouse | $250,001 - $500,000 | Sep 12, 2024 | 14d |
| Aug 1, 2024 | N/A | Cerritos CA CCD COLL EDUC | Sale (Full) | Spouse | $50,001 - $100,000 | Sep 12, 2024 | 42d |
| Jul 10, 2024 | N/A | Sacramento CA UTIL | Purchase | Spouse | $100,001 - $250,000 | Aug 7, 2024 | 28d |
| Jul 25, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Aug 7, 2024 | 13d |
| Jul 12, 2024 | N/A | San Diego CA WTR UTIL | Purchase | Spouse | $50,001 - $100,000 | Aug 7, 2024 | 26d |
| Jul 1, 2024 | N/A | Marin CA MIN WTR UTIL | Sale (Full) | Spouse | $50,001 - $100,000 | Aug 7, 2024 | 37d |
| Jul 1, 2024 | N/A | U.S Treasury Bills | Purchase | Spouse | $500,001 - $1,000,000 | Aug 7, 2024 | 37d |
| Jul 17, 2024 | N/A | Cambrian CA SD | Sale (Full) | Spouse | $500,001 - $1,000,000 | Aug 7, 2024 | 21d |
| Jul 10, 2024 | N/A | Santa Clara CN CA HLTH | Purchase | Spouse | $15,001 - $50,000 | Aug 7, 2024 | 28d |
| Jul 23, 2024 | N/A | Los Angeles CA IMPT Sch | Purchase | Spouse | $500,001 - $1,000,000 | Aug 7, 2024 | 15d |
| Jun 17, 2024 | N/A | SAN FRANCISCO UNIFIED SCHOOL DISTRICT | Sale | Spouse | $50,001 - $100,000 | Jul 15, 2024 | 28d |
| Jun 7, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Jul 15, 2024 | 38d |
| Jun 17, 2024 | N/A | San Francisco CA IMPT SCH | Sale (Full) | Spouse | $50,001 - $100,000 | Jul 15, 2024 | 28d |
| Jun 21, 2024 | N/A | CALIFORNIA STATE UNIVERSITY | Purchase | Spouse | $50,001 - $100,000 | Jul 15, 2024 | 24d |
| Jun 27, 2024 | N/A | TORCH CAPITAL III LP | Purchase | Spouse | $15,001 - $50,000 | Jul 15, 2024 | 18d |
| Jun 3, 2024 | N/A | ALHAMBRA UNIFIED SCHOOL DISTRICT | Purchase | Spouse | $250,001 - $500,000 | Jul 15, 2024 | 42d |
| Jun 11, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Jul 15, 2024 | 34d |
| Jun 21, 2024 | N/A | UNIV CA PUB EDUC | Purchase | Spouse | $50,001 - $100,000 | Jul 15, 2024 | 24d |
| Jun 20, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | Spouse/DC Over $1,000,000 | Jul 15, 2024 | 25d |
| May 20, 2024 | N/A | Los Angeles County, CA Excise Tax | Purchase | Spouse | $50,001 - $100,000 | Jun 25, 2024 | 36d |
| May 20, 2024 | N/A | San Diego, CA IMPT SCH | Purchase | Spouse | $50,001 - $100,000 | Jun 25, 2024 | 36d |
| May 16, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Jun 25, 2024 | 40d |
| May 22, 2024 | N/A | OCEANSIDE UNIFIED SCHOOL DISTRICT | Purchase | Spouse | $500,001 - $1,000,000 | Jun 25, 2024 | 34d |
| May 17, 2024 | N/A | Los Angeles CA GO UTX | Purchase | Spouse | $50,001 - $100,000 | Jun 25, 2024 | 39d |
| Apr 3, 2024 | N/A | U.S Treasury Notes | Purchase | Spouse | $500,001 - $1,000,000 | May 13, 2024 | 40d |
| Mar 5, 2024 | N/A | U.S Treasury Notes | Purchase | Spouse | $500,001 - $1,000,000 | Apr 17, 2024 | 43d |
| Mar 21, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Apr 17, 2024 | 27d |
| Feb 8, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Mar 11, 2024 | 32d |
| Feb 29, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Mar 11, 2024 | 11d |
| Feb 14, 2024 | N/A | U.S Treasury Bills | Purchase | Spouse | $500,001 - $1,000,000 | Mar 11, 2024 | 26d |
| Jan 18, 2024 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $250,001 - $500,000 | Feb 15, 2024 | 28d |
| Jan 2, 2024 | N/A | U.S Treasury Bills | Purchase | Spouse | Spouse/DC Over $1,000,000 | Feb 15, 2024 | 44d |
| Jan 31, 2024 | N/A | U.S Treasury Bills | Purchase | Spouse | $250,001 - $500,000 | Feb 15, 2024 | 15d |
| Jan 2, 2024 | N/A | U.S Treasury Notes | Purchase | Spouse | Spouse/DC Over $1,000,000 | Feb 15, 2024 | 44d |
| Jan 17, 2024 | N/A | LYNETT CAPITAL PARTNERS II LP | Purchase | Spouse | $100,001 - $250,000 | Feb 15, 2024 | 29d |
| Jan 2, 2024 | N/A | US TREASURY NOTE | Purchase | Spouse | $1,000,001 - $5,000,000 | Feb 15, 2024 | 44d |
| Dec 27, 2023 | N/A | U.S Treasury Bills | Purchase | Spouse | Spouse/DC Over $1,000,000 | Jan 22, 2024 | 26d |
| Dec 19, 2023 | N/A | Solano CA CCD Educ | Purchase | Spouse | $250,001 - $500,000 | Jan 22, 2024 | 34d |
| Dec 14, 2023 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Jan 22, 2024 | 39d |
| Dec 21, 2023 | N/A | U.S Treasury Bills | Sale (Partial) | Spouse | $500,001 - $1,000,000 | Jan 22, 2024 | 32d |
| Dec 14, 2023 | N/A | Paris TX, GO LTX | Purchase | Spouse | $250,001 - $500,000 | Jan 22, 2024 | 39d |
| Dec 26, 2023 | N/A | U.S Treasury Notes | Purchase | Spouse | Spouse/DC Over $1,000,000 | Jan 22, 2024 | 27d |
| Dec 27, 2023 | N/A | U.S. Treasury Notes | Purchase | Spouse | $100,001 - $250,000 | Jan 22, 2024 | 26d |
| Nov 1, 2023 | N/A | CALIFORNIA STATE UNIVERSITY | Sale | Spouse | $500,001 - $1,000,000 | Dec 14, 2023 | 43d |
| Nov 20, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $250,001 - $500,000 | Dec 14, 2023 | 24d |
| Nov 17, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $500,001 - $1,000,000 | Dec 14, 2023 | 27d |
| Nov 8, 2023 | N/A | Lynett Capital Partners V, LP | Purchase | Self | $100,001 - $250,000 | Dec 14, 2023 | 36d |
| Nov 1, 2023 | N/A | CA UNIV REV | Sale (Full) | Self | $500,001 - $1,000,000 | Dec 14, 2023 | 43d |
| Nov 8, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $500,001 - $1,000,000 | Dec 14, 2023 | 36d |
| Oct 31, 2023 | N/A | Riverside CA Sewer Util | Purchase | Self | $100,001 - $250,000 | Nov 15, 2023 | 15d |
| Oct 31, 2023 | N/A | COUNTY OF RIVERSIDE CALIFORNIA | Purchase | Spouse | $100,001 - $250,000 | Nov 15, 2023 | 15d |
| Oct 2, 2023 | N/A | Folsom Cordova CA Impt Sch | Sale (Full) | Self | $250,001 - $500,000 | Nov 15, 2023 | 44d |
| Oct 2, 2023 | N/A | Stockton CA PFA Wtr Util | Sale (Full) | Self | Spouse/DC Over $1,000,000 | Nov 15, 2023 | 44d |
| Oct 2, 2023 | N/A | CITY OF STOCKTON SAN JOAQUIN COUNTY CALI... | Sale | Spouse | $1,000,001 - $5,000,000 | Nov 15, 2023 | 44d |
| Sep 25, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $500,001 - $1,000,000 | Oct 13, 2023 | 18d |
| Sep 21, 2023 | N/A | US TREASURY BILLS | Sale | Spouse | $500,001 - $1,000,000 | Oct 13, 2023 | 22d |
| Aug 8, 2023 | N/A | TOWNSHIP OF UPPER ST CLAIR PENNSYLVANIA | Purchase | Spouse | $100,001 - $250,000 | Sep 14, 2023 | 37d |
| Aug 17, 2023 | N/A | SAN CARLOS SCHOOL DISTRICT | Purchase | Spouse | $500,001 - $1,000,000 | Sep 14, 2023 | 28d |
| Aug 1, 2023 | N/A | Lodi CA USD GO UTX | Sale (Full) | Self | $50,001 - $100,000 | Sep 14, 2023 | 44d |
| Aug 17, 2023 | N/A | San Carlos CA SD Impt Sch | Purchase | Self | $500,001 - $1,000,000 | Sep 14, 2023 | 28d |
| Aug 8, 2023 | N/A | Upper Sta Clr JPA Wtr Util | Purchase | Self | $100,001 - $250,000 | Sep 14, 2023 | 37d |
| Aug 1, 2023 | N/A | San Diego, CA CCD Coll Educ | Sale (Full) | Self | $250,001 - $500,000 | Sep 14, 2023 | 44d |
| Aug 1, 2023 | N/A | SAN DIEGO COMMUNITY COLLEGE DISTRICT | Sale | Spouse | $250,001 - $500,000 | Sep 14, 2023 | 44d |
| Jul 14, 2023 | N/A | US TREASURY NOTE | Purchase | Spouse | $15,001 - $50,000 | Aug 12, 2023 | 29d |
| Jul 10, 2023 | N/A | Cibolo Creek Muni Swr Util | Sale (Full) | Self | $15,001 - $50,000 | Aug 12, 2023 | 33d |
| Jul 10, 2023 | N/A | CIBOLO CREEK MUNICIPAL AUTHORITY | Sale | Spouse | $15,001 - $50,000 | Aug 12, 2023 | 33d |
| Jul 13, 2023 | N/A | SAN DIEGO COUNTY REGIONAL TRANSPORTATION... | Purchase | Spouse | $100,001 - $250,000 | Aug 12, 2023 | 30d |
| Jul 20, 2023 | N/A | US TREASURY NOTE | Sale | Spouse | $250,001 - $500,000 | Aug 12, 2023 | 23d |
| Jul 24, 2023 | N/A | US TREASURY NOTE | Purchase | Spouse | $250,001 - $500,000 | Aug 12, 2023 | 19d |
| Jul 13, 2023 | N/A | San Diego CA Trans Excise Tax | Purchase | Self | $100,001 - $250,000 | Aug 12, 2023 | 30d |
| Jun 15, 2023 | N/A | SAN FRANCISCO UNIFIED SCHOOL DISTRICT | Sale | Spouse | $250,001 - $500,000 | Jul 14, 2023 | 29d |
| Jun 26, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $1,000,001 - $5,000,000 | Jul 14, 2023 | 18d |
| Jun 23, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $250,001 - $500,000 | Jul 14, 2023 | 21d |
| Jun 22, 2023 | N/A | US TREASURY BILLS | Sale | Spouse | $1,000,001 - $5,000,000 | Jul 14, 2023 | 22d |
| Jun 15, 2023 | N/A | San Francisco CA IMPT SCH | Sale (Partial) | Self | $250,001 - $500,000 | Jul 14, 2023 | 29d |
| May 15, 2023 | N/A | UNIVERSITY OF CALIFORNIA | Sale | Spouse | $500,001 - $1,000,000 | Jun 13, 2023 | 29d |
| May 15, 2023 | N/A | Univ CA | Sale (Full) | Self | $500,001 - $1,000,000 | Jun 13, 2023 | 29d |
| Apr 3, 2023 | N/A | Bay Area Toll RV Toll Tran | Sale (Full) | Self | $250,001 - $500,000 | May 10, 2023 | 37d |
| Apr 25, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $500,001 - $1,000,000 | May 10, 2023 | 15d |
| Apr 24, 2023 | N/A | US TREASURY BILLS | Purchase | Spouse | $500,001 - $1,000,000 | May 10, 2023 | 16d |
| Apr 3, 2023 | N/A | BAY AREA TOLL AUTHORITY | Sale | Spouse | $250,001 - $500,000 | May 10, 2023 | 37d |
| Mar 7, 2023 | -- ↗ | US Treasury Bills | Sale (Full) | Self | $100,001 - $250,000 | Apr 13, 2023 | 37d |
| Feb 7, 2023 | -- ↗ | US Treasury Bills | Purchase | Self | $100,001 - $250,000 | Mar 28, 2023 | 49d |
| Jan 1, 2023 | -- ↗ | Los Angeles CA W/P WTR Util | Sale (Full) | Self | $15,001 - $50,000 | Feb 13, 2023 | 43d |
| Jan 3, 2023 | -- ↗ | Multi-Pack Solutions LLC | Sale (Partial) | Self | $100,001 - $250,000 | Feb 13, 2023 | 41d |
| Aug 1, 2022 | -- ↗ | Rowland CA USD | Sale (Full) | Self | $250,001 - $500,000 | Sep 12, 2022 | 42d |
| Aug 1, 2022 | -- ↗ | Ohlone Community College District | Sale (Full) | Self | $250,001 - $500,000 | Sep 12, 2022 | 42d |
| Aug 12, 2022 | -- ↗ | Folsom Cordova CA Impt Sch | Purchase | Self | $250,001 - $500,000 | Sep 12, 2022 | 31d |
| Aug 12, 2022 | -- ↗ | Los Angeles County Excise Tax | Purchase | Self | $250,001 - $500,000 | Sep 12, 2022 | 31d |
| Jul 6, 2022 | -- ↗ | San Francisco CA Sewer Util | Purchase | Self | $500,001 - $1,000,000 | Aug 16, 2022 | 41d |
| Jul 6, 2022 | -- ↗ | San Francisco CA Sewer Util | Purchase | Self | $100,001 - $250,000 | Aug 16, 2022 | 41d |
| Jun 2, 2022 | -- ↗ | Lodi CA USD GO UTX | Purchase | Self | $100,001 - $250,000 | Jul 15, 2022 | 43d |
| Jun 21, 2022 | -- ↗ | East Bay MUD Sys CA | Purchase | Self | $250,001 - $500,000 | Jul 15, 2022 | 24d |
| May 20, 2022 | -- ↗ | Cerritos CA CCD COLL EDUC | Purchase | Self | $100,001 - $250,000 | Jun 19, 2022 | 30d |
| May 26, 2022 | -- ↗ | San Francisco CA IMPT SCH | Purchase | Self | $250,001 - $500,000 | Jun 19, 2022 | 24d |
| May 18, 2022 | -- ↗ | CA ST DEPT WTR UTIL | Purchase | Self | $250,001 - $500,000 | Jun 19, 2022 | 32d |
| May 19, 2022 | -- ↗ | San Mateo CA UHSD IMPT SCH | Purchase | Self | $100,001 - $250,000 | Jun 19, 2022 | 31d |
| May 26, 2022 | -- ↗ | San Francisco CA BART | Purchase | Self | $250,001 - $500,000 | Jun 19, 2022 | 24d |
| May 16, 2022 | -- ↗ | East Bay MUD SYS CA | Purchase | Self | $500,001 - $1,000,000 | Jun 19, 2022 | 34d |
| May 26, 2022 | -- ↗ | San Francisco CA IMP SCH | Purchase | Self | $100,001 - $250,000 | Jun 19, 2022 | 24d |
| May 24, 2022 | -- ↗ | Mammoth CA USD IMPT SCH | Purchase | Self | $100,001 - $250,000 | Jun 19, 2022 | 26d |
| May 18, 2022 | -- ↗ | Orange CTY CA REV UTX | Purchase | Self | $100,001 - $250,000 | Jun 19, 2022 | 32d |
| Apr 19, 2022 | -- ↗ | Multi-Pack Solutions | Purchase | Self | $500,001 - $1,000,000 | May 18, 2022 | 29d |
| Jan 31, 2022 | -- ↗ | GV Pines Apartments LLC | Purchase | Self | $100,001 - $250,000 | Feb 15, 2022 | 15d |
| Nov 1, 2021 | -- ↗ | San Francisco CA Rev. Bonds | Sale (Full) | Self | $500,001 - $1,000,000 | Dec 6, 2021 | 35d |
| Oct 14, 2021 | -- ↗ | Sequoia CA UHSD IMPD SCH | Sale (Full) | Self | $500,001 - $1,000,000 | Nov 12, 2021 | 29d |
| Oct 14, 2021 | -- ↗ | Contra Costa CCD | Sale (Full) | Self | $500,001 - $1,000,000 | Nov 12, 2021 | 29d |
| Oct 13, 2021 | -- ↗ | Cibolo Creek Minu Swr Util | Purchase | Self | $50,001 - $100,000 | Nov 12, 2021 | 30d |
| Oct 14, 2021 | -- ↗ | Bay Area Toll Rev | Sale (Partial) | Self | $500,001 - $1,000,000 | Nov 12, 2021 | 29d |
| Oct 14, 2021 | -- ↗ | CA Educ | Sale (Full) | Self | $250,001 - $500,000 | Nov 12, 2021 | 29d |
| Oct 14, 2021 | -- ↗ | Contra Costa CCD | Sale (Full) | Self | $250,001 - $500,000 | Nov 12, 2021 | 29d |
| Sep 21, 2021 | -- ↗ | US Treasury Notes | Sale (Full) | Self | $500,001 - $1,000,000 | Oct 15, 2021 | 24d |
| Sep 2, 2021 | -- ↗ | Novato CA USD IMPT SCH | Purchase | Self | $50,001 - $100,000 | Oct 15, 2021 | 43d |
| Sep 1, 2021 | -- ↗ | Los Angeles CA Go UTX | Sale (Full) | Self | $50,001 - $100,000 | Oct 15, 2021 | 44d |
| Aug 2, 2021 | -- ↗ | Centinela Valley Union High School Distr... | Sale (Full) | Self | $250,001 - $500,000 | Sep 13, 2021 | 42d |
| Aug 16, 2021 | -- ↗ | Sacramento CA Utl Pwr Util | Sale (Full) | Self | $500,001 - $1,000,000 | Sep 13, 2021 | 28d |
| Jun 17, 2021 | -- ↗ | US Treasury Notes | Sale (Partial) | Self | $100,001 - $250,000 | Jul 9, 2021 | 22d |
| May 3, 2021 | -- ↗ | US Treasury Notes | Sale (Partial) | Self | $50,001 - $100,000 | Jun 8, 2021 | 36d |
| May 3, 2021 | -- ↗ | CA ST Dept Wtr Res Power Ser O | Sale (Full) | Self | $250,001 - $500,000 | Jun 8, 2021 | 36d |
| Apr 13, 2021 | -- ↗ | Los Angeles CA W/P Wtr Util | Purchase | Self | $50,001 - $100,000 | May 12, 2021 | 29d |
| Apr 5, 2021 | -- ↗ | US Treasury Notes | Sale (Partial) | Self | $500,001 - $1,000,000 | May 12, 2021 | 37d |
| Apr 1, 2021 | -- ↗ | San Diego CA Trans Rev LTX | Sale (Full) | Self | $50,001 - $100,000 | May 12, 2021 | 41d |
| Apr 28, 2021 | -- ↗ | Broadview Heights OH GO UTX | Purchase | Self | $50,001 - $100,000 | May 12, 2021 | 14d |
| Mar 10, 2021 | -- ↗ | US Treasury Notes | Sale (Partial) | Self | $500,001 - $1,000,000 | Apr 14, 2021 | 35d |
| Feb 16, 2021 | -- ↗ | San Diego CA Wtr Util | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 10, 2021 | -- ↗ | Bay Area Toll RB Toll Tran | Sale (Partial) | Self | $100,001 - $250,000 | Mar 11, 2021 | 29d |
| Feb 16, 2021 | -- ↗ | CA Infra & Dev Bk Comb Util | Sale (Partial) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 16, 2021 | -- ↗ | San Francisco CA FINL SCH | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 11, 2021 | -- ↗ | San Diego CA Wtr Util | Purchase | Self | $100,001 - $250,000 | Mar 11, 2021 | 28d |
| Feb 16, 2021 | -- ↗ | Univ CA Pub Ed | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 16, 2021 | -- ↗ | Santa Clara CA USD Impt Sch | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 10, 2021 | -- ↗ | San Francisco CA City/Cnty Impt | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 29d |
| Feb 10, 2021 | -- ↗ | Anaheim CA Elec Util | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 29d |
| Feb 16, 2021 | -- ↗ | San Francisco CA City/Cnty Impt | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 16, 2021 | -- ↗ | Silicon Vy Wtr Util | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 16, 2021 | -- ↗ | Rancho CA WTR FA DIST COMB UTIL | Purchase | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 10, 2021 | -- ↗ | Mount San Jacinto Coll Educ | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 29d |
| Feb 10, 2021 | -- ↗ | Los Angeles Cnty CA MY Excise Tax | Sale (Full) | Self | $100,001 - $250,000 | Mar 11, 2021 | 29d |
| Feb 16, 2021 | -- ↗ | Grossmont CA Impt Sch | Sale (Partial) | Self | $100,001 - $250,000 | Mar 11, 2021 | 23d |
| Feb 10, 2021 | -- ↗ | Coast CCD CA Coll Educ | Sale (Full) | Self | $50,001 - $100,000 | Mar 11, 2021 | 29d |
| Feb 10, 2021 | -- ↗ | San Bruno CA Wtr Util | Sale (Full) | Self | $50,001 - $100,000 | Mar 11, 2021 | 29d |
| Feb 10, 2021 | -- ↗ | CA Start Dept Water Resources | Sale (Partial) | Self | $50,001 - $100,000 | Mar 11, 2021 | 29d |
| Feb 10, 2021 | -- ↗ | CA State Univ Pub Educ | Sale (Partial) | Self | $50,001 - $100,000 | Mar 11, 2021 | 29d |
| Feb 1, 2021 | -- ↗ | Dublin Sun Ramon CA Wtr Util | Sale (Partial) | Self | $50,001 - $100,000 | Mar 11, 2021 | 38d |
| Jan 8, 2021 | -- ↗ | Nevada Irrigation District Municipal Bon... | Purchase | Self | $500,001 - $1,000,000 | Feb 8, 2021 | 31d |
| Dec 10, 2020 | -- ↗ | US Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Jan 13, 2021 | 34d |
| Dec 16, 2020 | -- ↗ | US Treasury Bills | Purchase | Self | $500,001 - $1,000,000 | Jan 13, 2021 | 28d |
| Dec 30, 2020 | -- ↗ | US Treasury Bills | Sale (Partial) | Self | $500,001 - $1,000,000 | Jan 13, 2021 | 14d |
| Nov 30, 2020 | -- ↗ | Multi-Pack Solutions LLC | Purchase | Self | $250,001 - $500,000 | Dec 18, 2020 | 18d |
| Oct 1, 2020 | -- ↗ | San Francisco, CA City/Cty Impt | Sale (Full) | Self | $50,001 - $100,000 | Nov 12, 2020 | 42d |
| Oct 9, 2020 | -- ↗ | Lynett Capital Partners II LP | Purchase | Self | $15,001 - $50,000 | Nov 12, 2020 | 34d |
| Oct 14, 2020 | -- ↗ | Grossmont CA Impt Sch | Purchase | Self | $100,001 - $250,000 | Nov 12, 2020 | 29d |
| Sep 1, 2020 | -- ↗ | Roseville, CA Finance Auth | Sale (Full) | Self | $50,001 - $100,000 | Oct 13, 2020 | 42d |
| Sep 10, 2020 | -- ↗ | San Francisco, CA FINL SCH | Purchase | Self | $100,001 - $250,000 | Oct 13, 2020 | 33d |
| Aug 19, 2020 | -- ↗ | Contra Costa CA CCD COLL EDUC | Purchase | Self | $500,001 - $1,000,000 | Sep 13, 2020 | 25d |
| Aug 3, 2020 | -- ↗ | Los Angeles CA CCD COLL EDUC | Sale (Full) | Self | $500,001 - $1,000,000 | Sep 13, 2020 | 41d |
| Aug 3, 2020 | RAND ↗ | Rand Capital Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Sep 13, 2020 | 41d |
| Aug 13, 2020 | -- ↗ | Mariposa CTY, CA IMPT SCH | Purchase | Self | $100,001 - $250,000 | Sep 13, 2020 | 31d |
| Jul 29, 2020 | -- ↗ | Calleguas ETC CA | Sale (Full) | Self | $250,001 - $500,000 | Sep 13, 2020 | 46d |
| Aug 4, 2020 | RAND ↗ | Rand Capital Corporation | Sale (Full) | Self | $1,001 - $15,000 | Sep 13, 2020 | 40d |
| Jul 16, 2020 | -- ↗ | U.S. Treasury Bills | Sale (Partial) | Self | $500,001 - $1,000,000 | Aug 13, 2020 | 28d |
| Jul 13, 2020 | -- ↗ | Gainesville Fl COMB UTIL | Sale (Partial) | Self | $500,001 - $1,000,000 | Aug 13, 2020 | 31d |
| Jul 29, 2020 | -- ↗ | MA BAY TRAN AUTH EXCISE TAX | Sale (Full) | Self | $500,001 - $1,000,000 | Aug 13, 2020 | 15d |
| Jul 10, 2020 | -- ↗ | New York NY GO UTX | Sale (Partial) | Self | $500,001 - $1,000,000 | Aug 13, 2020 | 34d |
| Jul 29, 2020 | -- ↗ | Gainesville Fl COMB UTIL | Sale (Full) | Self | $100,001 - $250,000 | Aug 13, 2020 | 15d |
| Jul 1, 2020 | -- ↗ | MA BAY TRAN AUTH EXCISE TAX | Sale (Partial) | Self | $100,001 - $250,000 | Aug 13, 2020 | 43d |
| Jul 10, 2020 | -- ↗ | Orlando Fl UTILS PWR UTIL | Sale (Partial) | Self | $500,001 - $1,000,000 | Aug 13, 2020 | 34d |
| Jul 29, 2020 | -- ↗ | Ohio Water Development Authority | Sale (Full) | Self | $100,001 - $250,000 | Aug 13, 2020 | 15d |
| Jul 31, 2020 | RAND ↗ | Rand Capital Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Aug 13, 2020 | 13d |
| Jul 30, 2020 | RAND ↗ | Rand Capital Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Aug 13, 2020 | 14d |
| Jul 29, 2020 | RAND ↗ | Rand Capital Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Aug 13, 2020 | 15d |
| Jul 28, 2020 | RAND ↗ | Rand Capital Corporation | Sale (Partial) | Self | $1,001 - $15,000 | Aug 13, 2020 | 16d |
| Jul 29, 2020 | -- ↗ | Orlando Fl UTILS PWR UTIL | Sale (Full) | Self | $100,001 - $250,000 | Aug 13, 2020 | 15d |
| Jul 15, 2020 | -- ↗ | Ohio Water Development Authority | Sale (Partial) | Self | $500,001 - $1,000,000 | Aug 13, 2020 | 29d |
| Jul 24, 2020 | -- ↗ | New York NY GO UTX | Sale (Full) | Self | $100,001 - $250,000 | Aug 13, 2020 | 20d |
| Jun 15, 2020 | -- ↗ | W Palm Beach Fl COMB uTIl | Sale (Full) | Self | $100,001 - $250,000 | Jul 12, 2020 | 27d |
| Jun 18, 2020 | -- ↗ | MA BAY TRAN AuTH MASS TRAN | Sale (Partial) | Self | $250,001 - $500,000 | Jul 12, 2020 | 24d |
| Jun 18, 2020 | -- ↗ | Gainesville Fl COMB uTIl | Sale (Partial) | Self | $250,001 - $500,000 | Jul 12, 2020 | 24d |
| Jun 1, 2020 | -- ↗ | East Bay Muni util Dist, CA | Sale (Full) | Self | $50,001 - $100,000 | Jul 12, 2020 | 41d |
| Jun 16, 2020 | -- ↗ | U.S. Treasury Bills | Purchase | Self | $500,001 - $1,000,000 | Jul 12, 2020 | 26d |
| Jun 11, 2020 | -- ↗ | U.S. Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Jul 12, 2020 | 31d |
| Jun 18, 2020 | -- ↗ | DC UNIV EDUC | Sale (Full) | Self | $250,001 - $500,000 | Jul 12, 2020 | 24d |
| May 1, 2020 | -- ↗ | CA State Dept. of Water Bonds | Sale (Partial) | Self | $500,001 - $1,000,000 | Jun 12, 2020 | 42d |
| May 13, 2020 | -- ↗ | Dublin, CA Unified Sch Dist | Purchase | Self | $500,001 - $1,000,000 | Jun 12, 2020 | 30d |
| May 11, 2020 | -- ↗ | Los Angeles, CA Dept. of Water & Power | Purchase | Self | $500,001 - $1,000,000 | Jun 12, 2020 | 32d |
| Apr 1, 2020 | -- ↗ | Ca Educ Priv Educ | Purchase | Self | $250,001 - $500,000 | May 14, 2020 | 43d |
| Apr 8, 2020 | -- ↗ | Bay area Toll RV Ca Toll Tran | Purchase | Self | $250,001 - $500,000 | May 14, 2020 | 36d |
| Apr 1, 2020 | -- ↗ | Centinela VY UHS Impt Sch | Purchase | Self | $250,001 - $500,000 | May 14, 2020 | 43d |
| Apr 13, 2020 | -- ↗ | Metropolitan Water District S C WTR util | Sale (Full) | Self | $250,001 - $500,000 | May 14, 2020 | 31d |
| Apr 9, 2020 | -- ↗ | Sequoia Ca UHSD Impt Sch | Purchase | Self | $500,001 - $1,000,000 | May 14, 2020 | 35d |
| Apr 8, 2020 | -- ↗ | Sacramento Ca utl Pwr util | Purchase | Self | $500,001 - $1,000,000 | May 14, 2020 | 36d |
| Apr 8, 2020 | -- ↗ | Contra Costa CA CCD | Purchase | Self | $250,001 - $500,000 | May 14, 2020 | 36d |
| Mar 30, 2020 | -- ↗ | San Diego, Ca CCD Coll Educ | Purchase | Self | $500,001 - $1,000,000 | Apr 14, 2020 | 15d |
| Mar 12, 2020 | -- ↗ | U.S. Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Apr 14, 2020 | 33d |
| Mar 26, 2020 | -- ↗ | U.S. Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Apr 14, 2020 | 19d |
| Mar 31, 2020 | -- ↗ | Stockton, Ca PFA Wtr util | Purchase | Self | $500,001 - $1,000,000 | Apr 14, 2020 | 14d |
| Mar 13, 2020 | -- ↗ | U.S. Treasury Bills | Purchase | Self | $500,001 - $1,000,000 | Apr 14, 2020 | 32d |
| Mar 2, 2020 | -- ↗ | Lynett Capital Partners II LP | Purchase | Self | $15,001 - $50,000 | Apr 14, 2020 | 43d |
| Jan 27, 2020 | -- ↗ | Alameda Ca Trans Excise | Sale (Full) | Self | $500,001 - $1,000,000 | Feb 17, 2020 | 21d |
| Jan 27, 2020 | -- ↗ | San Francisco County Ca EXCISE TaX | Sale (Full) | Self | $500,001 - $1,000,000 | Feb 17, 2020 | 21d |
| Jan 27, 2020 | -- ↗ | U.S. Treasury Notes | Purchase | Self | $500,001 - $1,000,000 | Feb 17, 2020 | 21d |
| Jan 28, 2020 | -- ↗ | U.S. Treasury Notes | Purchase | Self | $500,001 - $1,000,000 | Feb 17, 2020 | 20d |
| Jan 27, 2020 | -- ↗ | Silicon Vy Cln Wtr util | Sale (Partial) | Self | $250,001 - $500,000 | Feb 17, 2020 | 21d |
| Jan 29, 2020 | -- ↗ | Butte-Glenn Muni Bonds | Sale (Full) | Self | $500,001 - $1,000,000 | Feb 17, 2020 | 19d |
| Jan 27, 2020 | -- ↗ | Ca EDUC FaC auTH REV | Sale (Full) | Self | $500,001 - $1,000,000 | Feb 17, 2020 | 21d |
| Nov 14, 2019 | N/A | u.S. Treasury Bills | Purchase | Self | Spouse/DC Over $1,000,000 | Dec 19, 2019 | 35d |
| Oct 31, 2019 | N/A | Multi-Pack Solutions LLC | Sale (Partial) | Self | Spouse/DC Over $1,000,000 | Nov 22, 2019 | 22d |
| Sep 16, 2019 | N/A | u.S. Treasury Bills | Purchase | Self | $500,001 - $1,000,000 | Oct 15, 2019 | 29d |
| Sep 12, 2019 | N/A | u.S. Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Oct 15, 2019 | 33d |
| Sep 26, 2019 | N/A | u.S. Treasury Bills | Sale (Full) | Self | Spouse/DC Over $1,000,000 | Oct 15, 2019 | 19d |
| Sep 30, 2019 | N/A | u.S. Treasury Bills | Purchase | Self | Spouse/DC Over $1,000,000 | Oct 15, 2019 | 15d |
| Aug 9, 2019 | N/A | San Juan, Ca uSD | Purchase | Self | $500,001 - $1,000,000 | Sep 16, 2019 | 38d |
| Aug 1, 2019 | N/A | Washington State Bonds | Sale (Full) | Self | $500,001 - $1,000,000 | Sep 16, 2019 | 46d |
| Aug 27, 2019 | N/A | lynett Capital Partners II lP | Purchase | Self | $15,001 - $50,000 | Sep 16, 2019 | 20d |
| Jul 16, 2019 | N/A | Ohio Water Development authority | Purchase | Self | $500,001 - $1,000,000 | Aug 14, 2019 | 29d |
| Jul 12, 2019 | N/A | East Bay Muni util Dist, Ca | Sale (Full) | Self | $250,001 - $500,000 | Aug 14, 2019 | 33d |
| Jul 1, 2019 | N/A | los angeles Ca, W util Pwr | Sale (Full) | Self | $250,001 - $500,000 | Aug 14, 2019 | 44d |
| Jul 24, 2019 | N/A | Ohlone Community College District | Purchase | Self | $250,001 - $500,000 | Aug 14, 2019 | 21d |
| Jul 25, 2019 | N/A | Sacramento Muni util Dist | Purchase | Self | $250,001 - $500,000 | Aug 14, 2019 | 20d |
| Jul 19, 2019 | N/A | Ma BaY TRaN auTH EXCISE TaX | Sale (Partial) | Self | $100,001 - $250,000 | Aug 14, 2019 | 26d |
| Jul 16, 2019 | N/A | Roseville, Ca Finance auth | Purchase | Self | $100,001 - $250,000 | Aug 14, 2019 | 29d |
| Jun 4, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jul 14, 2019 | 40d |
| Jun 7, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jul 14, 2019 | 37d |
| Jun 3, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jul 14, 2019 | 41d |
| May 22, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jun 18, 2019 | 27d |
| May 20, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jun 18, 2019 | 29d |
| May 21, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jun 18, 2019 | 28d |
| May 23, 2019 | N/A | Ca St Dept Wtr Res Power Ser O | Purchase | Self | $250,001 - $500,000 | Jun 18, 2019 | 26d |
| May 20, 2019 | N/A | Enterprise Ca Elem Sch Dist Rfdg - 2029 | Purchase | Self | $500,001 - $1,000,000 | Jun 18, 2019 | 29d |
| May 20, 2019 | N/A | Enterprise Ca Elem Sch Dist Rfdg - 2030 | Purchase | Self | $250,001 - $500,000 | Jun 18, 2019 | 29d |
| May 17, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Jun 18, 2019 | 32d |
| Apr 3, 2019 | N/A | u.S. Treasury Bills | Purchase | Self | $100,001 - $250,000 | May 6, 2019 | 33d |
| Apr 4, 2019 | N/A | u.S. Treasury Bills | Purchase | Self | Spouse/DC Over $1,000,000 | May 6, 2019 | 32d |
| Apr 26, 2019 | N/A | gainesville Fl COMB uTIl | Sale (Partial) | Self | $100,001 - $250,000 | May 6, 2019 | 10d |
| Mar 6, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Apr 14, 2019 | 39d |
| Mar 8, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Apr 14, 2019 | 37d |
| Mar 7, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $15,001 - $50,000 | Apr 14, 2019 | 38d |
| Mar 18, 2019 | N/A | lynett Capital Partners II lP | Purchase | Self | $15,001 - $50,000 | Apr 14, 2019 | 27d |
| Mar 5, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Apr 14, 2019 | 40d |
| Mar 4, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Apr 14, 2019 | 41d |
| Mar 1, 2019 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Apr 14, 2019 | 44d |
| Feb 14, 2019 | N/A | Bay area Toll RV Toll Tran | Purchase | Self | Spouse/DC Over $1,000,000 | Mar 19, 2019 | 33d |
| Feb 14, 2019 | N/A | Bay area Toll RV Toll Tran | Sale (Full) | Self | Spouse/DC Over $1,000,000 | Mar 19, 2019 | 33d |
| Feb 14, 2019 | N/A | Bay area Toll RV Toll Tran | Purchase | Self | $100,001 - $250,000 | Mar 19, 2019 | 33d |
| Feb 14, 2019 | N/A | anaheim Ca Elec util | Purchase | Self | $100,001 - $250,000 | Mar 19, 2019 | 33d |
| Feb 21, 2019 | N/A | alameda Ca Trans Excise | Purchase | Self | $500,001 - $1,000,000 | Mar 19, 2019 | 26d |
| Feb 27, 2019 | N/A | Ca Infra & E Dev Pool auth | Purchase | Self | $500,001 - $1,000,000 | Mar 19, 2019 | 20d |
| Feb 14, 2019 | N/A | Ca State Dept. Water Resources | Purchase | Self | $50,001 - $100,000 | Mar 19, 2019 | 33d |
| Jan 9, 2019 | N/A | Silicon Valley Cln Wtr | Purchase | Self | $250,001 - $500,000 | Feb 12, 2019 | 34d |
| Jan 9, 2019 | N/A | Rowland Ca uSD | Purchase | Self | $250,001 - $500,000 | Feb 12, 2019 | 34d |
| Dec 24, 2018 | N/A | gainesville Fl COMB uTIl | Purchase | Self | $250,001 - $500,000 | Jan 18, 2019 | 25d |
| Dec 26, 2018 | N/A | Ca EDuC FaC auTH REV | Purchase | Self | Spouse/DC Over $1,000,000 | Jan 18, 2019 | 23d |
| Dec 24, 2018 | N/A | gainesville Fl COMB uTIl | Purchase | Self | Spouse/DC Over $1,000,000 | Jan 18, 2019 | 25d |
| Dec 26, 2018 | N/A | Ca uNIV REV | Purchase | Self | $500,001 - $1,000,000 | Jan 18, 2019 | 23d |
| Dec 26, 2018 | N/A | los angeles Ca CCD COll EDuC | Purchase | Self | Spouse/DC Over $1,000,000 | Jan 18, 2019 | 23d |
| Dec 21, 2018 | N/A | DC uNIV EDuC | Purchase | Self | $250,001 - $500,000 | Jan 18, 2019 | 28d |
| Dec 26, 2018 | N/A | Folsom Cordova SCH DIST Ca IMPT SCH | Purchase | Self | $100,001 - $250,000 | Jan 18, 2019 | 23d |
| Oct 1, 2018 | N/A | Harris County TX Flood Bonds | Sale (Full) | Self | $100,001 - $250,000 | Nov 13, 2018 | 43d |
| Sep 13, 2018 | N/A | u.S. Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Oct 12, 2018 | 29d |
| Sep 4, 2018 | N/A | univ Ca Pub Educ | Sale (Partial) | Self | $500,001 - $1,000,000 | Oct 12, 2018 | 38d |
| Sep 17, 2018 | N/A | u.S. Treasury Bills | Purchase | Self | $500,001 - $1,000,000 | Oct 12, 2018 | 25d |
| Sep 12, 2018 | N/A | u.S. Treasury Bills | Purchase | Self | $1,000,001 - $5,000,000 | Oct 12, 2018 | 30d |
| Aug 7, 2018 | N/A | Bay area Toll RV Toll Tran | Sale (Full) | Self | $250,001 - $500,000 | Sep 14, 2018 | 38d |
| Aug 2, 2018 | N/A | austin TX Water Bonds | Sale (Full) | Self | $250,001 - $500,000 | Sep 14, 2018 | 43d |
| Aug 2, 2018 | N/A | Poway, Ca unified Sch. Dist. Bonds | Sale (Full) | Self | $500,001 - $1,000,000 | Sep 14, 2018 | 43d |
| Aug 2, 2018 | N/A | Metropolitan Water District of Southern ... | Sale (Partial) | Self | $500,001 - $1,000,000 | Sep 14, 2018 | 43d |
| Aug 7, 2018 | N/A | Orange Ca WTR CO WTR COPS | Sale (Full) | Self | $250,001 - $500,000 | Sep 14, 2018 | 38d |
| Aug 2, 2018 | N/A | Ca State Dept. Water Resources | Sale (Partial) | Self | $250,001 - $500,000 | Sep 14, 2018 | 43d |
| Aug 2, 2018 | N/A | los angeles Cty, Ca Mt | Sale (Full) | Self | $100,001 - $250,000 | Sep 14, 2018 | 43d |
| Jul 1, 2018 | N/A | Monterey Peninsula WTR COPS | Sale (Partial) | Self | $50,001 - $100,000 | Aug 10, 2018 | 40d |
| Jul 27, 2018 | RAND ↗ | Rand Capital Corporation - Common Stock | Sale (Partial) | Self | $1,001 - $15,000 | Aug 10, 2018 | 14d |
| Jun 7, 2018 | N/A | u.S. Treasury Bills | Sale (Full) | Self | $500,001 - $1,000,000 | Jul 16, 2018 | 39d |
| Jun 11, 2018 | N/A | u.S. Treasury Bills | Purchase | Self | $500,001 - $1,000,000 | Jul 16, 2018 | 35d |
| May 4, 2018 | N/A | Blue Water Pandero Investors llC | Sale (Full) | Self | Spouse/DC Over $1,000,000 | Jun 14, 2018 | 41d |
| May 1, 2018 | N/A | los angeles Ca CCD | Purchase | Self | $100,001 - $250,000 | Jun 14, 2018 | 44d |
| May 9, 2018 | N/A | Pasadena Ca area CC Educ | Purchase | Self | $250,001 - $500,000 | Jun 14, 2018 | 36d |
| May 21, 2018 | N/A | Pittsburg Ca Wtr util | Purchase | Self | $250,001 - $500,000 | Jun 14, 2018 | 24d |
| May 1, 2018 | N/A | Calleguas ETC Ca | Sale (Partial) | Self | $500,001 - $1,000,000 | Jun 14, 2018 | 44d |
| May 1, 2018 | N/A | San Diego County, Ca Bonds | Sale (Full) | Self | $250,001 - $500,000 | Jun 14, 2018 | 44d |
| May 1, 2018 | N/A | East Bay Muni util Dist, Ca | Sale (Partial) | Self | $250,001 - $500,000 | Jun 14, 2018 | 44d |
| Apr 26, 2018 | N/A | los angeles, Ca, W util Pwr | Sale (Full) | Self | $250,001 - $500,000 | May 9, 2018 | 13d |
| Apr 4, 2018 | N/A | los angeles, Ca, W util Pwr | Sale (Partial) | Self | Spouse/DC Over $1,000,000 | May 9, 2018 | 35d |
| Apr 5, 2018 | N/A | Met. Water District, Ca. | Sale (Full) | Self | Spouse/DC Over $1,000,000 | May 9, 2018 | 34d |
| Apr 30, 2018 | N/A | Dublin San Ramon, Ca Wtr util | Purchase | Self | $100,001 - $250,000 | May 9, 2018 | 9d |
| Apr 27, 2018 | N/A | Ca Infra & Dev Bk Comb util | Purchase | Self | $100,001 - $250,000 | May 9, 2018 | 12d |
| Apr 30, 2018 | N/A | San Francisco, Ca City/Cty Impt | Purchase | Self | $100,001 - $250,000 | May 9, 2018 | 9d |
| Apr 27, 2018 | N/A | San Francisco, Ca Cty & City Swr util | Purchase | Self | $100,001 - $250,000 | May 9, 2018 | 12d |
| Mar 8, 2018 | N/A | u.S. Treasury Bills | Sale (Full) | Self | Spouse/DC Over $1,000,000 | Apr 18, 2018 | 41d |
| Mar 28, 2018 | N/A | u.S. Treasury Bills | Sale (Full) | Self | Spouse/DC Over $1,000,000 | Apr 18, 2018 | 21d |
| Mar 8, 2018 | N/A | u.S. Treasury Bills | Purchase | Self | Spouse/DC Over $1,000,000 | Apr 18, 2018 | 41d |