6 transactions across 3 tickers — 4 sales, 2 purchases — disclosed across 9 filing(s). Amounts are filed as bands, so the total sits between $118,006 and $295,000; no exact figure exists. Disclosure lags of 26–391 days.
| Traded | Filed | Ticker | Asset | Type | Amount band | Cap gains |
|---|---|---|---|---|---|---|
| 2026-07-17 | 2026-08-12 | — | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | purchase | $50,001 - $100,000 | — |
| 2026-07-17 | 2026-08-12 | ABT | Abbott Laboratories Common Stock (ABT) [ST] | sale | $1,001 - $15,000 | — |
| 2026-07-17 | 2026-08-12 | DIS | Walt Disney Company (DIS) [ST] | sale | $1,001 - $15,000 | — |
| 2026-07-17 | 2026-08-12 | PEP | Pepsico, Inc. (PEP) [ST] | sale | $15,001 - $50,000 | — |
| 2026-07-01 | 2026-08-12 | — | Florida St Hsg Fin Corp Rev 3% due 7/1/52 [GS] | partial sale | $1,001 - $15,000 | — |
| 2025-07-17 | 2026-08-12 | — | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | purchase | $50,001 - $100,000 | — |
| 6 transactions · 4 sell, 2 buy · bands only | $118,006–$295,000 | 0 | ||||