Virginia Foxx Republican · NC-5
House of Representatives · in office · serving since 2005 · born June 29, 1943
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · House History · Bioguide
Every trade here is a legally required disclosure, not an allegation — timing can be coincidence. Weigh the pattern against the sources linked on each row.
Transactions
685
across 85 filings
Securities traded
106
1 active in 6 months
Disclosed range total
$8,769,685
sum of filed minimums
Huddle pairings
0
none recorded
Trading timeline
Purchases 548 Sales 136 Exchanges 1
Higher marks are larger filed ranges (log scale). Hover a mark for the detail; click it to open that day's trades. Same-day trades in one band collapse into one mark with a count.
In plain language
Of 685 disclosed trades, 1 was flagged by the site's published rules — 0.1%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · shutdown/lame duck
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Campaign money 2026 cycle
Raised
$1,662,604
From individuals
$1,086,439
From PACs
$419,516
Cash on hand
$3,369,069
Campaign finance from the FEC, shown as context beside the trading record. We do not draw a line from any donor to any trade: the FEC's donor data cannot support that honestly, and inventing the link would be the kind of unsourced inference this site refuses. Read the two together and judge for yourself.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| NC-5 | 109th–119th | 2005–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Education and Workforce | Member | 3 | majority | record |
| House Committee on Oversight and Government Reform | Member | 5 | majority | record |
| House Committee on Rules | Chair | 1 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Education and Workforce | Chair | 2023-02 → 2024-11 |
| 118th | House Committee on Oversight and Government Reform | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Education and Workforce | Ranking Member | 2021-03 → 2022-11 |
| 117th | House Committee on Oversight and Government Reform | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Education and Workforce | Ranking Member | 2019-01 → 2020-12 |
| 116th | House Committee on Oversight and Government Reform | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Education and Workforce | Chair | 2017-01 → 2018-12 |
| 115th | House Committee on Oversight and Government Reform | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Education and Workforce | Member | 2015-02 → 2016-12 |
| 114th | House Committee on Rules | Vice Chair | 2015-02 → 2016-12 |
| 113th | House Committee on Education and Workforce | Member | 2013-01 → 2014-11 |
| 113th | House Committee on Rules | Member | 2013-01 → 2014-11 |
| 112th | House Committee on Education and Workforce | Member | 2012-11 → 2012-11 |
| 112th | House Committee on Rules | Member | 2012-11 → 2012-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| ARLP | Alliance Resource Partners, L.P. - Comm… | Coal | 3 | 24 / 5 | $48,502 | 2026-06-18 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| HTGC | Hercules Capital, Inc. Common Stock (HT… | — | 27 | 24 / 3 | $504,014 | 2021-03 → 2026-01 |
| PSA | Public Storage Common Stock (PSA) | Investment Funds | 2 | 1 / 1 | $16,001 | 2024-12 → 2026-01 |
| EFC | Ellington Financial Inc. Common Stock (… | Real Estate | 4 | 4 / 0 | $32,002 | 2024-09 → 2025-12 |
| ET | Energy Transfer LP Common Units (ET) | Utilities | 16 | 12 / 4 | $402,508 | 2019-02 → 2025-06 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 2 | 1 / 1 | $16,001 | 2024-12 → 2025-06 |
| PBA | Pembina Pipeline Corp. Ordinary Shares … | Oil & Gas | 4 | 2 / 2 | $190,502 | 2021-11 → 2025-03 |
| FLNG | Flex Lng Ltd | Transportation | 19 | 17 / 2 | $250,010 | 2022-08 → 2025-03 |
| DUK | Duke Energy Corp | Utilities | 8 | 7 / 1 | $231,004 | 2019-03 → 2024-12 |
| VIASP | Via Renewables, Inc. - 8.75% Series A F… | — | 5 | 4 / 1 | $107,003 | 2022-01 → 2024-12 |
| ASC | Ardmore Shipping Corporation Common Sto… | Transportation | 11 | 10 / 1 | $112,506 | 2024-02 → 2024-12 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2024-12 → 2024-12 |
| AEP | American Electric Power Company, Inc. (… | Utilities | 1 | 1 / 0 | $8,001 | 2024-12 → 2024-12 |
| AMGN | Amgen Inc | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2024-12 → 2024-12 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 1 | 1 / 0 | $8,001 | 2024-12 → 2024-12 |
| CRT | Cross Timbers Royalty Trust (CRT) | Investment Funds | 8 | 7 / 1 | $88,504 | 2023-05 → 2024-01 |
| SCHX | Schwab U.S. Large-Cap ETF (SCHX) | — | 2 | 2 / 0 | $16,001 | 2024-01 → 2024-01 |
| MO | Altria Group, Inc. (MO) | Food & Beverage | 20 | 17 / 3 | $510,010 | 2020-09 → 2024-01 |
| USDP | USD Partners LP Common Units representi… | — | 7 | 6 / 1 | $80,504 | 2022-04 → 2023-11 |
| PAA | Plains All American Pipeline, L.P. | Oil & Gas | 12 | 10 / 2 | $410,006 | 2021-02 → 2023-10 |
| VGR | Vector Group Ltd. | — | 14 | 13 / 1 | $203,507 | 2022-08 → 2023-09 |
| GPP | Green Plains Partners LP - Common Units… | — | 10 | 8 / 2 | $202,505 | 2022-04 → 2023-09 |
| TAK | Takeda Pharmaceutical Company Limited A… | Pharmaceuticals & Biotech | 3 | 2 / 1 | $48,502 | 2022-11 → 2023-08 |
| T | AT&T Inc. (T) | Telecommunications | 26 | 25 / 1 | $448,513 | 2018-08 → 2023-08 |
| SIRE | Sisecam Resources LP Common Units repre… | — | 14 | 13 / 1 | $228,007 | 2021-03 → 2023-05 |
| SCHD | Schwab US Dividend Equity ETF (SCHD) | — | 1 | 0 / 1 | $75,001 | 2023-03 → 2023-03 |
| BCC | Boise Cascade, L.L.C. Common Stock (BCC) | Wholesale | 3 | 2 / 1 | $73,002 | 2023-02 → 2023-03 |
| PFF | iShares Preferred and Income Securities… | — | 3 | 2 / 1 | $115,502 | 2022-12 → 2023-03 |
| GSK | GSK plc American Depositary Shares (GSK) | Pharmaceuticals & Biotech | 19 | 17 / 2 | $435,010 | 2018-12 → 2023-03 |
| K | Kellanova Common Stock (K) | — | 2 | 1 / 1 | $107,501 | 2022-07 → 2023-03 |
| MRO | Marathon Oil Corp | — | 5 | 4 / 1 | $89,003 | 2022-10 → 2023-02 |
| CF | CF Industries Holdings, Inc. Common Sto… | Chemicals | 5 | 4 / 1 | $89,003 | 2022-09 → 2023-02 |
| HES | Hess Corp | — | 1 | 0 / 1 | $75,001 | 2022-12 → 2022-12 |
| MOS | Mosaic Company (MOS) | Chemicals | 6 | 5 / 1 | $97,003 | 2022-07 → 2022-12 |
| BTI | British American Tobacco Industries, p.… | Food & Beverage | 12 | 11 / 1 | $236,506 | 2021-03 → 2022-11 |
| NUE | Nucor Corporation Common Stock (NUE) | Mining & Metals | 2 | 1 / 1 | $125,002 | 2022-09 → 2022-11 |
| CPXWF | 2000092137 JT Capital Power Corp. Ordin… | — | 9 | 8 / 1 | $286,005 | 2021-03 → 2022-10 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 1 | 0 / 1 | $175,001 | 2022-10 → 2022-10 |
| PG | Procter & Gamble Company (PG) | Chemicals | 3 | 2 / 1 | $182,502 | 2022-07 → 2022-10 |
| NFG | National Fuel Gas Company (NFG) | Utilities | 6 | 5 / 1 | $164,003 | 2020-09 → 2022-09 |
| IMKTA | Ingles Markets, Incorporated - Class A … | Retail & Consumer | 1 | 0 / 1 | $32,501 | 2022-09 → 2022-09 |
| GOGL | Golden Ocean Group Limited - Common Sto… | — | 10 | 9 / 1 | $129,005 | 2022-08 → 2022-09 |
| AA | Alcoa Corporation Common Stock (AA) | Mining & Metals | 8 | 7 / 1 | $88,504 | 2022-08 → 2022-09 |
| NEWT | Newtek Business Services Corp. (NEWT) | Banking | 5 | 4 / 1 | $64,503 | 2021-08 → 2022-09 |
| SJT | San Juan Basin Royalty Trust (SJT) | Investment Funds | 10 | 9 / 1 | $104,505 | 2022-08 → 2022-09 |
| NHI | National Health Investors, Inc. (NHI) | Investment Funds | 9 | 7 / 2 | $346,505 | 2021-04 → 2022-09 |
| KNOP | KNOT Offshore Partners LP Common Units … | Transportation | 5 | 4 / 1 | $131,503 | 2022-04 → 2022-08 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 3 | 2 / 1 | $158,002 | 2022-02 → 2022-08 |
| UVV | Universal Corporation (UVV) | Wholesale | 2 | 1 / 1 | $107,501 | 2022-07 → 2022-07 |
| MMP | Magellan Midstream Partners, L.P. | — | 6 | 5 / 1 | $164,003 | 2022-04 → 2022-07 |
| EPD | Enterprise Products Partners L.P. | Utilities | 19 | 18 / 1 | $368,010 | 2019-01 → 2022-06 |
| XOM | Exxon Mobil Corp | Oil & Gas | 7 | 6 / 1 | $290,004 | 2021-03 → 2022-06 |
| MFC | Manulife Financial Corporation Common S… | Insurance | 6 | 5 / 1 | $331,003 | 2018-08 → 2022-06 |
| CWEN.A | 2000092125 JT Clearway Energy, Inc. Cla… | — | 19 | 15 / 4 | $636,010 | 2019-01 → 2022-06 |
| RIO | Rio Tinto Plc Common Stock (RIO) | Mining & Metals | 4 | 3 / 1 | $155,003 | 2022-04 → 2022-06 |
| TTE | TotalEnergies SE | Oil & Gas | 4 | 3 / 1 | $123,502 | 2022-04 → 2022-06 |
| ADM | Archer Daniels Midland | Food & Beverage | 4 | 3 / 1 | $272,502 | 2022-01 → 2022-05 |
| OXBR | Oxbridge Re Holdings Limited - Ordinary… | Insurance | 2 | 1 / 1 | $16,001 | 2022-02 → 2022-05 |
| WBD | Warner Bros. Discovery, Inc. - Series A… | Telecommunications | 1 | 0 / 1 | $32,501 | 2022-05 → 2022-05 |
| ORI | Old Republic International Corporation … | Insurance | 6 | 5 / 1 | $121,503 | 2021-03 → 2022-05 |
| PSX | Phillips 66 | Oil & Gas | 1 | 0 / 1 | $75,001 | 2022-04 → 2022-04 |
| SCHH | Schwab U.S. REIT ETF (SCHH) | — | 2 | 1 / 1 | $150,001 | 2021-12 → 2022-04 |
| R | 2000092132 JT Ryder System, Inc. (R) | Other | 3 | 2 / 1 | $97,502 | 2021-03 → 2022-04 |
| AVGO | Broadcom Inc. - Common Stock (AVGO) | Semiconductors | 2 | 1 / 1 | $65,001 | 2022-01 → 2022-04 |
| CAG | ConAgra Brands, Inc. Common Stock (CAG) | Food & Beverage | 6 | 4 / 2 | $213,504 | 2021-03 → 2022-03 |
| FLO | Flowers Foods, Inc. Common Stock (FLO) | Food & Beverage | 4 | 2 / 2 | $215,002 | 2021-03 → 2022-03 |
| TSN | Tyson Foods, Inc. Common Stock | Food & Beverage | 3 | 1 / 2 | $97,502 | 2021-03 → 2022-03 |
| PM | Philip Morris International Inc | Food & Beverage | 7 | 5 / 2 | $463,504 | 2021-02 → 2022-03 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 3 | 1 / 2 | $225,002 | 2021-03 → 2022-03 |
| PPL | PPL Corporation Common Stock (PPL) | Utilities | 17 | 15 / 2 | $519,009 | 2018-12 → 2022-03 |
| FHLC | 2000092118 JT Fidelity MSCI Health Care… | — | 3 | 1 / 2 | $97,502 | 2021-03 → 2022-03 |
| HCRB | 2000092119 JT Hartford Core Bond ETF (H… | — | 2 | 0 / 2 | $65,001 | 2021-03 → 2022-03 |
| AEG | AEGON N.V. (AEG) | Insurance | 3 | 1 / 2 | $97,502 | 2021-03 → 2022-03 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 2 | 1 / 1 | $65,001 | 2022-01 → 2022-02 |
| DISCA | Discovery, Inc. - Series A (DISCA) | — | 1 | 1 / 0 | $8,001 | 2022-02 → 2022-02 |
| AM | Antero Midstream Corporation | Utilities | 7 | 6 / 1 | $172,004 | 2021-02 → 2022-02 |
| PSXP | Phillips 66 Partners LP | — | 2 | 2 / 0 | $65,001 | 2022-01 → 2022-02 |
| SCHZ | Schwab uS Aggregate Bond ETF (SCHZ) | — | 1 | 0 / 1 | $75,001 | 2022-02 → 2022-02 |
| FSP | Franklin Street Properties Corp. (FSP) | Investment Funds | 2 | 1 / 1 | $150,001 | 2022-01 → 2022-01 |
| ILPT | Industrial logistics Properties Trust -… | Investment Funds | 4 | 3 / 1 | $148,002 | 2021-02 → 2022-01 |
| MSI | Motorola Solutions | Electronics | 2 | 1 / 1 | $65,001 | 2022-01 → 2022-01 |
| BXMT | Blackstone Mortgage Trust, Inc. (BXMT) | Investment Funds | 4 | 3 / 1 | $190,502 | 2021-08 → 2022-01 |
| OLP | One liberty Properties, Inc. (OlP) | Investment Funds | 19 | 18 / 1 | $343,510 | 2019-01 → 2022-01 |
| SCU | Sculptor Capital Management, Inc. Class… | — | 4 | 2 / 2 | $81,002 | 2021-10 → 2021-12 |
| BP | BP p.l.c. Common Stock (BP) | Oil & Gas | 14 | 13 / 1 | $286,008 | 2018-12 → 2021-12 |
| DUKH | Duke Energy Corporation 5.125% Junior S… | — | 1 | 0 / 1 | $75,001 | 2021-10 → 2021-10 |
| WMT | Walmart Inc. Common Stock (WMT) | Retail & Consumer | 2 | 1 / 1 | $107,501 | 2020-08 → 2021-03 |
| TPCO | Tribune Publishing Company (TPCO) | — | 1 | 1 / 0 | $32,501 | 2021-02 → 2021-02 |
| LAND | gladstone land Corporation (lAND) | Investment Funds | 2 | 1 / 1 | $65,001 | 2020-09 → 2020-12 |
| CVI | CVR Energy Inc. (CVI) | Oil & Gas | 9 | 7 / 2 | $212,505 | 2018-12 → 2020-11 |
| SO | Southern Company (SO) | Utilities | 9 | 8 / 1 | $263,505 | 2018-12 → 2020-08 |
| GLD | SPDR Gold Trust | Capital Markets | 1 | 1 / 0 | $32,501 | 2020-07 → 2020-07 |
| XRX | Xerox Corporation (XRX) | Technology Hardware | 2 | 1 / 1 | $107,501 | 2019-03 → 2019-04 |
| PER | sandRidge Permian Trust Common units of… | — | 1 | 0 / 1 | $32,501 | 2019-03 → 2019-03 |
| FF | FutureFuel Corp. Common shares (FF) | Chemicals | 2 | 1 / 1 | $65,001 | 2019-02 → 2019-03 |
| APU | amerigas Partners, l.P. (aPu) | — | 3 | 1 / 2 | $97,502 | 2018-12 → 2019-02 |
| CNXM | CNX Midstream Partners lP Common units … | — | 2 | 1 / 1 | $65,001 | 2019-01 → 2019-02 |
| CINR | Ciner Resources lP Common units represe… | — | 2 | 1 / 1 | $65,001 | 2019-02 → 2019-02 |
| SPKEP | spark Energy, Inc. - 8.75% series a Fix… | — | 1 | 1 / 0 | $75,001 | 2019-02 → 2019-02 |
| HESM | Hess Midstream Partners lP Common units… | Oil & Gas | 2 | 1 / 1 | $150,001 | 2019-01 → 2019-02 |
| MSB | Mesabi Trust (MSb) | Investment Funds | 2 | 1 / 1 | $47,502 | 2019-01 → 2019-02 |
| UFS | Domtar Corporation (uFs) | — | 1 | 0 / 1 | $75,001 | 2019-02 → 2019-02 |
| SPKE | Spark Energy, Inc. - Class A (SPKE) | — | 2 | 1 / 1 | $150,001 | 2018-12 → 2019-01 |
| HUM | Humana Inc. Common Stock (HUM) | Insurance | 1 | 0 / 1 | $75,001 | 2018-12 → 2018-12 |
| GM | General Motors Company Common Stock (GM) | Automotive | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| STLD | Steel Dynamics, Inc. - Common Stock (ST… | Mining & Metals | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2026 | +14.4% | 3 | $91,002 |
| 2025 | +5.3% | 18 | $376,009 |
| 2024 | -0.2% | 54 | $695,027 |
| 2023 | +5.4% | 29 | $372,515 |
| 2022 | -1.1% | 141 | $5,282,572 |
| 2021 | +0.7% | 73 | $1,703,037 |
| 2020 | -6.1% | 45 | $1,017,523 |
| 2019 | +0.4% | 39 | $586,520 |
| 2018 | +5.1% | 9 | $268,505 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | buy | $1,001 – $15,000 | self | record |
| 2026-06-18 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | sell | $15,001 – $50,000 | self | record |
| 2026-06-18 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | sell | $15,001 – $50,000 | self | record |
| 2026-05-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2026-02-13 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2026-01-12 | PSA | Public Storage Common Stock (PSA) | sell | $1,001 – $15,000 | self | record |
| 2026-01-12 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | sell | $50,001 – $100,000 | self | record |
| 2025-12-30 | EFC | Ellington Financial Inc. Common Stock (EFC) | buy | $1,001 – $15,000 | self | record |
| 2025-11-19 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2025-11-17 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2025-11-14 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2025-09-30 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | buy | $1,001 – $15,000 | self | record |
| 2025-09-25 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | sell | $15,001 – $50,000 | self | record |
| 2025-09-25 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | sell | $1,001 – $15,000 | self | record |
| 2025-08-19 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2025-08-14 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2025-06-30 | EFC | Ellington Financial Inc. Common Stock (EFC) | buy | $1,001 – $15,000 | self | record |
| 2025-06-24 | ET | Energy Transfer LP Common Units (ET) | sell | $15,001 – $50,000 | self | record |
| 2025-06-24 | BMY | Bristol-Myers Squibb Company Common Stock (BMY) | sell | $1,001 – $15,000 | self | record |
| 2025-05-20 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2025-05-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2025-03-31 | EFC | Ellington Financial Inc. Common Stock (EFC) | buy | $1,001 – $15,000 | self | record |
| 2025-03-07 | PBA | Pembina Pipeline Corp. Ordinary Shares (PBA) | sell | $50,001 – $100,000 | self | record |
| 2025-03-07 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | sell | $15,001 – $50,000 | self | record |
| 2025-03-07 | ET | Energy Transfer LP Common Units (ET) | sell | $50,001 – $100,000 | self | record |
| 2025-03-07 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | sell | $15,001 – $50,000 | self | record |
| 2025-03-05 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2025-02-19 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | self | record |
| 2025-02-14 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2024-12-30 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | VIASP | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) | sell | $50,001 – $100,000 | self | record |
| 2024-12-06 | PSA | Public Storage Common Stock (PSA) | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | PBA | Pembina Pipeline Corp. Ordinary Shares (PBA) | sell | $50,001 – $100,000 | self | record |
| 2024-12-06 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | sell | $15,001 – $50,000 | self | record |
| 2024-12-06 | ET | Energy Transfer LP Common Units (ET) | sell | $15,001 – $50,000 | self | record |
| 2024-12-06 | DUK | Duke Energy Corporation (DUK) | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | BMY | Bristol-Myers Squibb Company Common Stock (BMY) | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | sell | $50,001 – $100,000 | self | record |
| 2024-12-06 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | sell | $15,001 – $50,000 | self | record |
| 2024-12-06 | AMGN | Amgen Inc. - Common Stock (AMGN) | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | AEP | American Electric Power Company, Inc. (AEP) | buy | $1,001 – $15,000 | self | record |
| 2024-12-06 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | sell | $15,001 – $50,000 | self | record |
| 2024-12-06 | ABBV | AbbVie Inc. Common Stock (ABBV) | buy | $1,001 – $15,000 | self | record |
| 2024-11-20 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2024-11-19 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | joint | record |
| 2024-11-14 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2024-11-01 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | buy | $1,001 – $15,000 | joint | record |
| 2024-10-23 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $15,001 – $50,000 | joint | record |
| 2024-09-30 | EFC | Ellington Financial Inc. Common Stock (EFC) | buy | $1,001 – $15,000 | self | record |
| 2024-08-20 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2024-08-19 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | self | record |
| 2024-08-14 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2024-08-01 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | buy | $1,001 – $15,000 | self | record |
| 2024-07-11 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | self | record |
| 2024-07-09 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | self | record |
| 2024-07-08 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | self | record |
| 2024-07-01 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | buy | $1,001 – $15,000 | self | record |
| 2024-05-21 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2024-05-20 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | self | record |
| 2024-05-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | self | record |
| 2024-05-02 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | self | record |
| 2024-05-01 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | self | record |
| 2024-05-01 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | buy | $1,001 – $15,000 | self | record |
| 2024-04-30 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | self | record |
| 2024-04-16 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | self | record |
| 2024-04-09 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | self | record |
| 2024-04-02 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | buy | $1,001 – $15,000 | self | record |
| 2024-03-07 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-06 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-04 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-28 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | sell | $50,001 – $100,000 | joint | record |
| 2024-02-27 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-26 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-26 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-23 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-23 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-23 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-21 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-15 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-09 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-07 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-05 | ASC | Ardmore Shipping Corporation Common Stock (ASC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-02 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-02 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | buy | $1,001 – $15,000 | joint | record |
| 2024-02-01 | HTGC | Hercules Capital, Inc. Common Stock (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-18 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-17 | SCHX | Schwab U.S. Large-Cap ETF (SCHX) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-17 | ET | Energy Transfer LP Common Units (ET) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-17 | CRT | Cross Timbers Royalty Trust (CRT) | sell | $15,001 – $50,000 | joint | record |
| 2024-01-16 | HTGC | Hercules Capital, Inc. (HTGC) | buy | $15,001 – $50,000 | joint | record |
| 2024-01-16 | ET | Energy Transfer LP Common Units (ET) | buy | $15,001 – $50,000 | joint | record |
| 2024-01-16 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | buy | $1,001 – $15,000 | joint | record |
| 2024-01-16 | MO | Altria Group, Inc. (MO) | sell | $1,001 – $15,000 | joint | record |
| 2024-01-11 | MO | Altria Group, Inc. (MO) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-10 | MO | Altria Group, Inc. (MO) | sell | $15,001 – $50,000 | joint | record |
| 2024-01-08 | SCHX | Schwab U.S. Large-Cap ETF (SCHX) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-19 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | — | Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable | exchange | $15,001 – $50,000 | joint | record |
| 2023-12-08 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-04 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-29 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-28 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-28 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-28 | — | Arlington Asset Investment Corp | buy | $1,001 – $15,000 | joint | record |
| 2023-11-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-10 | USDP | USD Partners LP Common Units representing limited partner interest (USDP) | sell | $1,001 – $15,000 | joint | record |
| 2023-11-02 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | buy | $1,001 – $15,000 | joint | record |
| 2023-10-25 | HTGC | Hercules Capital, Inc. (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-23 | HTGC | Hercules Capital, Inc. (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-20 | HTGC | Hercules Capital, Inc. (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-11 | MO | Altria Group, Inc. (MO) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-03 | PAA | Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests (PAA) | sell | $15,001 – $50,000 | joint | record |
| 2023-10-03 | HTGC | Hercules Capital, Inc. (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-02 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-02 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-22 | — | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock | sell | $15,001 – $50,000 | joint | record |
| 2023-09-21 | VGR | Vector Group Ltd. (VGR) | sell | $50,001 – $100,000 | joint | record |
| 2023-09-21 | HTGC | Hercules Capital, Inc. (HTGC) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-19 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | buy | $1,001 – $15,000 | joint | record |
| 2023-09-19 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-19 | — | Arlington Asset Investment Corp | buy | $1,001 – $15,000 | joint | record |
| 2023-09-18 | VGR | Vector Group Ltd. (VGR) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-18 | GPP | Green Plains Partners LP - Common Units (GPP) | sell | $15,001 – $50,000 | joint | record |
| 2023-08-29 | TAK | Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) | sell | $15,001 – $50,000 | joint | record |
| 2023-08-16 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-08-02 | T | AT&T Inc. (T) | buy | $1,001 – $15,000 | joint | record |
| 2023-07-11 | MO | Altria Group, Inc. (MO) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-30 | VGR | Vector Group Ltd. (VGR) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-20 | — | DUKE ENERGY C 5.75% PFD SER A | buy | $1,001 – $15,000 | joint | record |
| 2023-05-26 | SIRE | Sisecam Resources LP Common Units representing limited partner interests (SIRE) | sell | $50,001 – $100,000 | joint | record |
| 2023-05-19 | SIRE | Sisecam Resources LP Common Units representing limited partner interests (SIRE) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-17 | GPP | Green Plains Partners LP - Common Units (GPP) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-17 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-16 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-16 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-10 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-08 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-02 | — | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a | buy | $1,001 – $15,000 | joint | record |
| 2023-05-01 | CRT | Cross Timbers Royalty Trust (CRT) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-01 | MO | Altria Group, Inc. (MO) | buy | $1,001 – $15,000 | joint | record |
| 2023-04-03 | — | Arlington Asset Investment Corp | buy | $1,001 – $15,000 | joint | record |
| 2023-03-31 | VGR | Vector Group Ltd. (VGR) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-24 | PAA | Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests (PAA) | buy | $15,001 – $50,000 | joint | record |
| 2023-03-22 | VIASP | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-17 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | buy | $1,001 – $15,000 | joint | record |
| 2023-03-10 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-08 | SCHD | Schwab US Dividend Equity ETF (SCHD) | sell | $50,001 – $100,000 | joint | record |
| 2023-03-07 | VGR | Vector Group Ltd. (VGR) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-07 | BCC | Boise Cascade, L.L.C. (BCC) | sell | $15,001 – $50,000 | joint | record |
| 2023-03-02 | PFF | iShares Preferred and Income Securities ETF (PFF) | sell | $50,001 – $100,000 | joint | record |
| 2023-03-02 | BCC | Boise Cascade, L.L.C. (BCC) | buy | $1,001 – $15,000 | joint | record |
| 2023-03-01 | K | Kellogg Company (K) | sell | $50,001 – $100,000 | joint | record |
| 2023-03-01 | GSK | GSK plc American Depositary Shares (GSK) | sell | $50,001 – $100,000 | joint | record |
| 2023-02-24 | SIRE | Sisecam Resources LP Common Units representing limited partner interests (SIRE) | buy | $1,001 – $15,000 | joint | record |
| 2023-02-24 | BCC | Boise Cascade, L.L.C. (BCC) | buy | $15,001 – $50,000 | joint | record |
| 2023-02-21 | MRO | Marathon Oil Corporation (MRO) | sell | $15,001 – $50,000 | joint | record |
| 2023-02-16 | TAK | Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) | buy | $1,001 – $15,000 | joint | record |
| 2023-02-16 | CF | CF Industries Holdings, Inc. (CF) | sell | $15,001 – $50,000 | joint | record |
| 2023-02-15 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2023-02-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2023-02-01 | T | AT&T Inc. (T) | buy | $1,001 – $15,000 | joint | record |
| 2023-01-17 | MO | Altria Group, Inc. (MO) | buy | $1,001 – $15,000 | joint | record |
| 2023-01-04 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-30 | VGR | Vector Group Ltd. (VGR) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-30 | HES | Hess Corporation (HES) | sell | $50,001 – $100,000 | joint | record |
| 2022-12-29 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | buy | $1,001 – $15,000 | joint | record |
| 2022-12-21 | MOS | Mosaic Company (MOS) | sell | $15,001 – $50,000 | joint | record |
| 2022-12-09 | VIASP | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-09 | PFF | iShares Preferred and Income Securities ETF (PFF) | buy | $15,001 – $50,000 | joint | record |
| 2022-12-09 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-08 | PFF | iShares Preferred and Income Securities ETF (PFF) | buy | $1,001 – $15,000 | joint | record |
| 2022-12-06 | MO | Altria Group, Inc. (MO) | buy | $50,001 – $100,000 | joint | record |
| 2022-12-05 | MRO | Marathon Oil Corporation (MRO) | buy | $1,001 – $15,000 | joint | record |
| 2022-11-28 | MRO | Marathon Oil Corporation (MRO) | buy | $1,001 – $15,000 | joint | record |
| 2022-11-21 | MRO | Marathon Oil Corporation (MRO) | buy | $15,001 – $50,000 | joint | record |
| 2022-11-18 | SIRE | Sisecam Resources LP Common Units representing limited partner interests (SIRE) | buy | $1,001 – $15,000 | joint | record |
| 2022-11-15 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2022-11-15 | ARLP | Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) | buy | $1,001 – $15,000 | joint | record |
| 2022-11-02 | NUE | Nucor Corporation (NUE) | sell | $50,001+ | joint | record |
| 2022-11-02 | BTI | British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | sell | $50,001 – $100,000 | joint | record |
| 2022-11-01 | TAK | Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) | buy | $1,001 – $15,000 | joint | record |
| 2022-11-01 | T | AT&T Inc. (T) | buy | $1,001 – $15,000 | joint | record |
| 2022-10-31 | MRO | Marathon Oil Corporation (MRO) | buy | $1,001 – $15,000 | joint | record |
| 2022-10-21 | CPXWF | Capital Power Corp. Ordinary Shares (CPXWF) | sell | $50,001 – $100,000 | joint | record |
| 2022-10-14 | NEE | NextEra Energy, Inc. (NEE) | sell | $100,001 – $250,000 | joint | record |
| 2022-10-07 | PG | Procter & Gamble Company (PG) | sell | $50,001 – $100,000 | joint | record |
| 2022-10-05 | FLNG | FLEX LNG Ltd. Ordinary Shares (FLNG) | buy | $1,001 – $15,000 | joint | record |
| 2022-09-30 | NFG | National Fuel Gas Company (NFG) | sell | $15,001 – $50,000 | joint | record |
| 2022-09-30 | IMKTA | Ingles Markets, Incorporated - Class A (IMKTA) | sell | $15,001 – $50,000 | joint | record |
| 2022-09-29 | GPP | Green Plains Partners LP - Common Units (GPP) | buy | $1,001 – $15,000 | joint | record |
| 2022-09-29 | GOGL | Golden Ocean Group Limited (GOGL) | sell | $15,001 – $50,000 | joint | record |
| 2022-09-28 | AA | Alcoa Corporation (AA) | sell | $15,001 – $50,000 | joint | record |
| 2022-09-27 | NEWT | Newtek Business Services Corp. (NEWT) | sell | $15,001 – $50,000 | joint | record |
| 2022-09-26 | SJT | San Juan Basin Royalty Trust (SJT) | sell | $15,001 – $50,000 | joint | record |
| 2022-09-23 | GPP | Green Plains Partners LP - Common Units (GPP) | buy | $1,001 – $15,000 | joint | record |
| 2022-09-23 | — | Apollo Asset Management, Inc. | buy | $1,001 – $15,000 | joint | record |
| 2022-09-20 | NEWT | Newtek Business Services Corp. (NEWT) | buy | $1,001 – $15,000 | joint | record |
| 2022-09-19 | — | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th | buy | $1,001 – $15,000 | joint | record |