Trade Volume by Year
Top Traded Sectors
- Other100%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Feb 7, 2025filed Aug 13, 2026 | MUMunicipal bondCentral Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2040-01-01 | Sale | $500K – $1.0M | -- ↗ | — |
| Feb 7, 2025filed Aug 13, 2026 | MUMunicipal bondCharlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $100K – $250K | -- ↗ | — |
| Feb 7, 2025filed Aug 13, 2026 | MUMunicipal bondCharlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Feb 7, 2025filed Aug 13, 2026 | MUMunicipal bondCharlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $500K – $1.0M | -- ↗ | — |
| Feb 7, 2025filed Aug 13, 2026 | MUMunicipal bondPort of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Feb 7, 2025filed Aug 13, 2026 | MUMunicipal bondPort of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale | $100K – $250K | -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondNew Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2035-07-01 | Sale | $500K – $1.0M | -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondCalifornia State Public Works Revenue Bond Rate/Coupon: 5.0% Matures: 2030-10-01 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondAtlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondOhio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2046-06-01 | Sale | $50K – $100K | Spouse · -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondPort Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2030-07-01 | Sale | $500K – $1.0M | -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondAtlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | Purchase | $500K – $1.0M | -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondChicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 2030-12-01 | Sale | $100K – $250K | -- ↗ | — |
| Jul 13, 2026filed Aug 3, 2026 | MUMunicipal bondKing County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 2036-12-01 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Jul 8, 2026filed Aug 3, 2026 | MUMunicipal bondJea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Jul 8, 2026filed Aug 3, 2026 | MUMunicipal bondJea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $100K – $250K | -- ↗ | — |
| Jul 8, 2026filed Aug 3, 2026 | MUMunicipal bondJea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $500K – $1.0M | -- ↗ | — |
| Jul 8, 2026filed Aug 3, 2026 | MUMunicipal bondJea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Oct 2, 2025filed Oct 30, 2025 | MUMunicipal bondNorth Texas Tollway Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Purchase | $100K – $250K | Spouse · -- ↗ | — |
| Sep 11, 2025filed Sep 18, 2025 | MUMunicipal bondDallas Fort Worth TX Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2029 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Sep 9, 2025filed Sep 18, 2025 | MUMunicipal bondChicago IL Met Water Reclamation District General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2039 | Purchase | $500K – $1.0M | -- ↗ | — |
| Aug 21, 2025filed Sep 18, 2025 | MUMunicipal bondWashington County Oregon Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2052 | Purchase | $500K – $1.0M | -- ↗ | — |
| Jul 17, 2025filed Aug 13, 2025 | MUMunicipal bondUtah Transp Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2041 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 4, 2024filed Aug 13, 2025 | MUMunicipal bondTampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $100K – $250K | -- ↗ | — |
| Dec 4, 2024filed Aug 13, 2025 | MUMunicipal bondTampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $500K – $1.0M | -- ↗ | — |
| Dec 4, 2024filed Aug 13, 2025 | MUMunicipal bondTampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Dec 4, 2024filed Aug 13, 2025 | MUMunicipal bondChicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 12/01/2030 | Sale | $100K – $250K | -- ↗ | — |
| Dec 4, 2024filed Aug 13, 2025 | MUMunicipal bondSouth Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038 | Sale | $500K – $1.0M | -- ↗ | — |
| Nov 21, 2024filed Aug 13, 2025 | MUMunicipal bondKing County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Nov 21, 2024filed Aug 13, 2025 | MUMunicipal bondAlabama Highway Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2026 | Sale | $500K – $1.0M | Spouse · -- ↗ | — |
| Nov 21, 2024filed Aug 13, 2025 | MUMunicipal bondArizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Nov 21, 2024filed Aug 13, 2025 | MUMunicipal bondEl Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Sale | $500K – $1.0M | Spouse · -- ↗ | — |
| Jun 6, 2024filed Aug 13, 2025 | MUMunicipal bondWill County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale | $500K – $1.0M | -- ↗ | — |
| Jun 6, 2024filed Aug 13, 2025 | MUMunicipal bondWill County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Jun 6, 2024filed Aug 13, 2025 | MUMunicipal bondNew York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036 | Sale | $100K – $250K | Spouse · -- ↗ | — |
| Jun 6, 2024filed Aug 13, 2025 | MUMunicipal bondMartin County Florida Health Facilities Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2045 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Jun 6, 2024filed Aug 13, 2025 | MUMunicipal bondWill County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale | $100K – $250K | -- ↗ | — |
| Apr 24, 2024filed Aug 13, 2025 | MUMunicipal bondHouston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $100K – $250K | -- ↗ | — |
| Apr 24, 2024filed Aug 13, 2025 | MUMunicipal bondHouston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Apr 24, 2024filed Aug 13, 2025 | MUMunicipal bondHouston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $500K – $1.0M | -- ↗ | — |
| Apr 24, 2024filed Aug 13, 2025 | MUMunicipal bondHouston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondNew York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale | $500K – $1.0M | -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondWill County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale | $500K – $1.0M | Spouse · -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondWill County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale | $50K – $100K | Spouse · -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondMain Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondMain Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $500K – $1.0M | -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondMain Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $500K – $1.0M | Spouse · -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondMain Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $100K – $250K | -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondNew York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale | $100K – $250K | -- ↗ | — |
| Apr 10, 2024filed Aug 13, 2025 | MUMunicipal bondNew York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Mar 5, 2024filed Aug 13, 2025 | MUMunicipal bondPort Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2032 | Sale | $500K – $1.0M | -- ↗ | — |
| Mar 5, 2024filed Aug 13, 2025 | MUMunicipal bondNew York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Sale | $500K – $1.0M | -- ↗ | — |
| Mar 4, 2024filed Aug 13, 2025 | MUMunicipal bondEl Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $100K – $250K | -- ↗ | — |
| Mar 4, 2024filed Aug 13, 2025 | MUMunicipal bondEl Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $500K – $1.0M | Spouse · -- ↗ | — |
| Mar 4, 2024filed Aug 13, 2025 | MUMunicipal bondEl Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $500K – $1.0M | -- ↗ | — |
| Mar 4, 2024filed Aug 13, 2025 | MUMunicipal bondEl Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondPort Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondYsleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondYsleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale | $500K – $1.0M | -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondCalifornia General Obligation Bond Rate/Coupon: 5.0% Matures: 04/01/2049 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondKing County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042 | Sale | $100K – $250K | -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondPort Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Sale | $100K – $250K | -- ↗ | — |
| Feb 15, 2024filed Aug 13, 2025 | MUMunicipal bondPort Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Feb 14, 2024filed Aug 13, 2025 | MUMunicipal bondPennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $500K – $1.0M | Spouse · -- ↗ | — |
| Feb 14, 2024filed Aug 13, 2025 | MUMunicipal bondPennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $100K – $250K | -- ↗ | — |
| Feb 14, 2024filed Aug 13, 2025 | MUMunicipal bondPennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $500K – $1.0M | -- ↗ | — |
| Feb 14, 2024filed Aug 13, 2025 | MUMunicipal bondPennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Jun 4, 2025filed Jul 1, 2025 | MUMunicipal bondOklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Purchase | $100K – $250K | -- ↗ | — |
| Jun 4, 2025filed Jul 1, 2025 | MUMunicipal bondOklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Purchase | $500K – $1.0M | -- ↗ | — |
| Jun 4, 2025filed Jul 1, 2025 | MUMunicipal bondOklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
| Feb 7, 2025filed Mar 3, 2025 | MUMunicipal bondCharlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $500K – $1.0M | -- Amended ↗ | — |
| Feb 7, 2025filed Mar 3, 2025 | MUMunicipal bondCharlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $250K – $500K | Spouse · -- Amended ↗ | — |
| Feb 7, 2025filed Mar 3, 2025 | MUMunicipal bondCentral Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Purchase | $500K – $1.0M | -- ↗ | — |
| Feb 7, 2025filed Mar 3, 2025 | MUMunicipal bondPort of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale | $100K – $250K | -- Amended ↗ | — |
| Feb 7, 2025filed Mar 3, 2025 | MUMunicipal bondPort of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale | $250K – $500K | Spouse · -- Amended ↗ | — |
| Feb 7, 2025filed Mar 3, 2025 | MUMunicipal bondCharlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $100K – $250K | -- Amended ↗ | — |
| Dec 4, 2024filed Dec 20, 2024 | MUMunicipal bondTampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $100K – $250K | -- Amended ↗ | — |
| Dec 4, 2024filed Dec 20, 2024 | MUMunicipal bondTampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $500K – $1.0M | -- Amended ↗ | — |
| Dec 4, 2024filed Dec 20, 2024 | MUMunicipal bondChicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 12/01/2030 | Sale | $100K – $250K | -- Amended ↗ | — |
| Dec 4, 2024filed Dec 20, 2024 | MUMunicipal bondTampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $250K – $500K | Spouse · -- Amended ↗ | — |
| Dec 4, 2024filed Dec 20, 2024 | MUMunicipal bondSouth Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038 | Sale | $500K – $1.0M | -- Amended ↗ | — |
| Nov 21, 2024filed Dec 20, 2024 | MUMunicipal bondArizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Sale | $250K – $500K | Spouse · -- Amended ↗ | — |
| Nov 21, 2024filed Dec 20, 2024 | MUMunicipal bondEl Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Sale | $500K – $1.0M | Spouse · -- Amended ↗ | — |
| Nov 21, 2024filed Dec 20, 2024 | MUMunicipal bondKing County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036 | Sale | $250K – $500K | Spouse · -- Amended ↗ | — |
| Nov 21, 2024filed Dec 20, 2024 | MUMunicipal bondAlabama Highway Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2026 | Sale | $500K – $1.0M | Spouse · -- Amended ↗ | — |
| Oct 24, 2024filed Nov 20, 2024 | MUMunicipal bondSan Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Oct 23, 2024filed Nov 20, 2024 | MUMunicipal bondSalt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2034 | Sale | $500K – $1.0M | Spouse · -- ↗ | — |
| Oct 9, 2024filed Oct 23, 2024 | MUMunicipal bondNew Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2035 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Oct 9, 2024filed Oct 23, 2024 | MUMunicipal bondPort of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale | $500K – $1.0M | Spouse · -- ↗ | — |
| Sep 25, 2024filed Oct 23, 2024 | MUMunicipal bondNew York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Sep 25, 2024filed Oct 23, 2024 | MUMunicipal bondTexas Water Dev Brd Revenue Bond Rate/Coupon: 5.0% Matures: 10/15/2040 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Sep 23, 2024filed Oct 23, 2024 | MUMunicipal bondSouth Carolina Ports Auth Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2050 | Sale | $500K – $1.0M | Spouse · -- ↗ | — |
| Sep 23, 2024filed Oct 23, 2024 | MUMunicipal bondSouth Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Aug 6, 2024filed Aug 13, 2024 | MUMunicipal bondKing County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036 | Sale | $100K – $250K | -- ↗ | — |
| Aug 5, 2024filed Aug 13, 2024 | MUMunicipal bondYsleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale | $15K – $50K | Spouse · -- ↗ | — |
| Aug 5, 2024filed Aug 13, 2024 | MUMunicipal bondNew York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036 | Sale | $100K – $250K | Spouse · -- ↗ | — |
| Aug 5, 2024filed Aug 13, 2024 | MUMunicipal bondYsleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale | $1K – $15K | Spouse · -- ↗ | — |
| Aug 5, 2024filed Aug 13, 2024 | MUMunicipal bondSan Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035 | Sale | $500K – $1.0M | -- ↗ | — |
| Aug 5, 2024filed Aug 13, 2024 | MUMunicipal bondSan Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035 | Sale | $250K – $500K | Spouse · -- ↗ | — |
| Jul 25, 2024filed Aug 13, 2024 | MUMunicipal bondKing County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043 | Purchase | $250K – $500K | Spouse · -- ↗ | — |
The 100 most recently filed of 366 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/S001217.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Rick Scott reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Rick Scott’s wealth land. Read it as an estimate, not a bound.
50 holdings are reported only as “over” an amount, with no ceiling, and counted at that floor, so the headline is, if anything, low.
By Kind of Asset
- Investment Fund94 lines · 31 with no stated ceiling$195.3M+
- Government Securities140 lines · 5 with no stated ceiling$104.5M+
- Mutual Funds23 lines · 6 with no stated ceiling$52.3M+
- Real Estate4 lines · 1 with no stated ceiling$44.5M+
- Personal Property2 lines$37.7M
- Bank Deposit15 lines · 2 with no stated ceiling$33.9M+
- Business Entity9 lines · 3 with no stated ceiling$24.0M+
- Accounts Receivable12 lines$15.2M
- Corporate Securities3 lines · 2 with no stated ceiling$5.0M+
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Airplanes | Personal Property | Self | $25,000,001 - $50,000,000 |
| Personal Residence - Naples | Real Estate | Joint | $25,000,001 - $50,000,000 |
| Briarwood Capital Partners LP | Investment Fund | Self | $5,000,001 - $25,000,000 |
| Campaign Loan from Personal Funds | Accounts Receivable | Self | $5,000,001 - $25,000,000 |
| Ceres Farms LLC | Investment Fund | Self | $5,000,001 - $25,000,000 |
| Elliott Associates, L.P. | Investment Fund | Self | $5,000,001 - $25,000,000 |
| Engine Capital, LP | Investment Fund | Self | $5,000,001 - $25,000,000 |
| GLDM GLDM - SPDR Gold MiniShares | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| GLDM GLDM - SPDR Gold MiniShares | Mutual Funds | Self | $5,000,001 - $25,000,000 |
| GMO Equity Dislocation Fund LP | Investment Fund | Self | $5,000,001 - $25,000,000 |
| ITE Rail Fund, LP c/o ITE Rail GP LLC | Investment Fund | Self | $5,000,001 - $25,000,000 |
| Pershing Advisor Solutions - BNY Mellon | Bank Deposit | Self | $5,000,001 - $25,000,000 |
| Pershing Advisor Solutions - BNY Mellon | Bank Deposit | Self | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 01/15/2026 | Government Securities | Self | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 01/15/2026 | Government Securities | Self | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 02/05/2026 | Government Securities | Self | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 03/31/2026 | Government Securities | Self | $5,000,001 - $25,000,000 |
| VCA TCG Holdings, LLC | Business Entity | Self | $5,000,001 - $25,000,000 |
| Ancora Impact Fund LP Series EE | Investment Fund | Self | $1,000,001 - $5,000,000 |
| Ancora Impact Fund LP Series EE | Investment Fund | Self | $1,000,001 - $5,000,000 |
| Ancora Impact Fund LP Series EE | Investment Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Bison Trailers, LLC | Business Entity | Self | $1,000,001 - $5,000,000 |
| Bison Trailers, LLC | Business Entity | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| BNY Mellon | Bank Deposit | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Briarwood Capital Partners LP | Investment Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
Annual Financial Disclosures
- Annual · 2025Senate eFD · filed Aug 13, 2026 · 327 assets, 0 liabilities parsedFiling ↗
- Annual · 2024Senate eFD · filed Aug 13, 2025Filing ↗
- Annual · 2023Senate eFD · filed Aug 13, 2024Filing ↗
- Annual · 2022Senate eFD · filed Aug 14, 2023Filing ↗
- Annual · 2021Senate eFD · filed Aug 15, 2022Filing ↗
- Annual · 2021Senate eFD · filed Aug 15, 2022Filing ↗
- Annual · 2020Senate eFD · filed Aug 16, 2021Filing ↗
- Annual · 2020Senate eFD · filed Aug 16, 2021Filing ↗
- Annual · 2019Senate eFD · filed Aug 13, 2020Filing ↗
- Annual · 2019Senate eFD · filed Aug 13, 2020Filing ↗
- Annual · 2019Senate eFD · filed Aug 13, 2020Filing ↗
- Annual · 2019Senate eFD · filed May 22, 2020Filing ↗
- Annual · 2019Senate eFD · filed May 22, 2020Filing ↗
- Annual · 2018Senate eFD · filed Dec 27, 2019Filing ↗
- Annual · 2018Senate eFD · filed Dec 27, 2019Filing ↗
- Annual · 2018Senate eFD · filed Aug 13, 2019Filing ↗
- Annual · 2017Senate eFD · filed Jul 27, 2018Filing ↗
