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PalanorPalanor

Congressional stock trades · Member

Donald S. Beyer, Jr.

Representative · VA-8 · Democrat

823 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.

Current committees: House Committee on Ways and Means; Joint Economic Committee.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2026-09-012026-08-0527JointLong Is Pwr Auth Var 9/01/55Purchase$15,001 - $50,000Clerk →
2026-09-012026-08-0329JointWashington St Various 5.00% 08/01/30Exchange$50,001 - $100,000Clerk →
2026-09-012026-08-0329JointCalifornia St 4.00% 8/01/36Exchange$15,001 - $50,000Clerk →
2026-08-012026-07-275JointTri-Creek 5.00% 7/15/33Purchase$50,001 - $100,000Clerk →
2026-08-012026-07-266JointKing Cnty Wash 4.00% 12/01/32Exchange$15,001 - $50,000Clerk →
2026-07-012026-06-1813JointVirginia Commlth 5.00% 09/15/29Purchase$50,001 - $100,000Clerk →
2026-03-012026-02-1910JointArlington Cnty VA 5.00% 7/01/35Purchase$15,001 - $50,000Clerk →
2026-01-312026-01-292JointUniversity Wash Univ 4.00% 12/01/33Purchase$15,001 - $50,000Clerk →
2026-01-312026-01-2011JointMadison Conn Go Bd 3.5% 12/18/25Purchase$50,001 - $100,000Clerk →
2026-01-312026-01-1516JointVirginia St Pub Bldg 4.00% 08/01/36Purchase$50,001 - $100,000Clerk →
2026-01-312026-01-0724JointOhio St Gen Oblig 5.00% 11/01/34Purchase$15,001 - $50,000Clerk →
2026-01-022025-12-1815JointKing CNTY Wash Ltd 4.00% 12/1/32Sale$15,001 - $50,000Clerk →
2026-01-022025-12-1815JointMadison Conn GO BD 3.5% 12/18/25Sale$50,001 - $100,000Clerk →
2026-01-022025-12-1023JointVirginia ST 4.00% 8/1/38Sale$50,001 - $100,000Clerk →
2025-11-022025-10-312JointKing Cnty Wash 4.00% 12/01/32Purchase$15,001 - $50,000Clerk →
2025-11-022025-10-2310JointSt John Baptist Parish Var 06/01/37Purchase$50,001 - $100,000Clerk →
2025-11-022025-10-2211JointConnecticut St SPL Tax 5.00% 01/01/37Purchase$15,001 - $50,000Clerk →
2025-11-022025-10-1419JointNorth Allegheny PA Sch 5.00% 05/01/2030Exchange$15,001 - $50,000Clerk →
2025-10-022025-09-1814JointMassachusetts St Sch Bld 5.00%Exchange$50,001 - $100,000Clerk →
2025-08-022025-07-0132JointOklahoma Cnt OK Independent 3:00% 07/01/25Exchange$15,001 - $50,000Clerk →
2025-05-022025-04-0824JointUniversity of Washington 4.00% 12/01/33Purchase$15,001 - $50,000Clerk →
2025-03-082025-02-1224JointMaryland St Health Var 07/01/45Purchase$50,001 - $100,000Clerk →
2025-01-062024-12-2314JointDuke Street LLC, 50% InterestSale$5,000,001 - $25,000,000Clerk →
2025-01-062024-12-0433JointOklahoma Cnty OK Indep 3.00% 07.01.25Purchase$1,001 - $15,000Clerk →
2025-01-062024-12-0433JointOklahoma Cnty OK Indep 3.00% 07.01.25Purchase$1,001 - $15,000Clerk →
2025-01-062024-12-0235JointDallas Tex Area Rapid 5.00% 12/01/25Exchange$1,001 - $15,000Clerk →
2024-12-072024-11-2116JointVirginia State Housing Development 3.4% 07/01/29Purchase$15,001 - $50,000Clerk →
2024-12-072024-11-2116JointVirginia State Housing Development 3.5% 07/01/30Purchase$15,001 - $50,000Clerk →
2024-12-072024-11-1423JointOregon State Housing & Community Var 01/10/48Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-295JointDelaware Valley PA 4.00% 03/01/33Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-286JointNorth Carolina TPK 4.00% 01/01/33Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-2410JointLong Island Power Authority NY 5.00% 09/01/37Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-1816JointNew Jersey State 5.00% 06/15/33Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-1618JointAiken Cnty SC Cons Sch 4.00% 04/01/37Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-0925JointNorth Las Vegas Nev 4.00% 06/01/36Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-0925JointChicago Ill O'Hare 4.00% 01/01/36Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-0331JointClark Cnty Nev Sch 4.00% 06/15/37Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-0232JointJefferson Cnty KY 4.00% 09/01/36Purchase$15,001 - $50,000Clerk →
2024-11-032024-10-0232JointDistrict Columbia Go 5.00% 06/01/35Exchange$15,001 - $50,000Clerk →
2024-09-042024-08-305JointGarden of Eden LLC, 40% InterestSale$5,000,001 - $25,000,000Clerk →
2024-06-062024-05-316JointWise Cnty VA V-A 1.875% 11-01-40Sale$15,001 - $50,000Clerk →
2024-06-062024-05-316JointWise Cnty VA Indl Var 11-01-40Purchase$15,001 - $50,000Clerk →
2024-06-062024-05-2314JointPutnam Cnty WVA Brd Ed 1.123% 05/01/24Sale$15,001 - $50,000Clerk →
2024-06-062024-05-0235JointMetropolitan Wash DC 5.00% 10/01/31Purchase$15,001 - $50,000Clerk →
2024-03-312024-03-283JointVirginia St Hsg Dev 3.65% 04/01/33Purchase$15,001 - $50,000Clerk →
2023-10-012023-09-1516JointWisconsin St Health & EDL 5.00% 09/15/30Sale$1,001 - $15,000Clerk →
2023-07-012023-06-301JointUnion-Endicott NY Cent 3.75% 06/30/23Sale$1,001 - $15,000Clerk →
2023-07-012023-06-0625JointVirginia College Bldg 4.00% 02/01/33Sale$15,001 - $50,000Clerk →
2023-07-012023-06-0625JointDistrict Columbia Go 5.00% 06/01/35Purchase$15,001 - $50,000Clerk →
2023-04-292023-04-1811JointNew York ST MTG AGY 3.45% 10/01/33Sale$15,001 - $50,000Clerk →
2023-04-052023-03-1620JointWisconsin St Health & EDL 5.00% 09/15/30Purchase$1,001 - $15,000Clerk →
2023-03-032023-02-0130JointVirginia College Bldg 4.375% 02/01/32Sale$15,001 - $50,000Clerk →
2022-12-012022-11-1021JointVirginia St Pub 3.00% 10/01/38Sale$15,001 - $50,000Clerk →
2022-12-012022-11-1021JointClark Cnty Nev Limited 3.00% 06/01/37Purchase$15,001 - $50,000Clerk →
2022-07-292022-07-281JointUnion-Endicott NY Central School DistrictPurchase$15,001 - $50,000Clerk →
2022-07-032022-06-0231JointFarmington NM Pollutn Var 06/01/40Sale$15,001 - $50,000Clerk →
2022-06-012022-05-0230JointNew York NY City Transitional Fin AuthSale$15,001 - $50,000Clerk →
2022-05-012022-04-1120JointCalifornia St GO BDS 4.25% 04/01/35Sale$15,001 - $50,000Clerk →
2022-05-012022-04-0724JointHalifax County VA Indl Dev Var 12/01/41Sale$15,001 - $50,000Clerk →
2022-04-012022-03-0725JointVirginia College Bldg 3.00% 02/01/37Sale$15,001 - $50,000Clerk →
2022-04-012022-03-0725JointNEENextEra Energy, Inc.Sale$1,001 - $15,000Clerk →
2022-04-012022-03-0131JointDAIUFDaifuku Co Ltd Ordinary SharesSale$1,001 - $15,000Clerk →
2022-04-012022-03-0131JointVGP N.V. NPV commonSale$15,001 - $50,000Clerk →
2022-04-012022-03-0131JointFanuc Limited Ordinary SharesSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointVZVerizon Communications Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointCYRXCryoPort, Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointGHGuardant Health, Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointNTLAIntellia Therapeutics, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointACNAccenture plc Class A Ordinary SharesSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointROPRoper Technologies, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointPIImpinj, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointLVMH Moet Hennessy Louis Vuitton Ordinary SharesSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointVVisa Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointPEPPepsico, Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointJPMJP Morgan Chase & Co.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointMSCIMSCI IncSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointDISWalt Disney CompanySale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointCGNXCognex CorporationSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointTRNOTerreno Realty CorporationSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointNVDANVIDIA CorporationSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointFNVFranco-Nevada CorporationSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointAMZNAmazon.com, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointISRGIntuitive Surgical, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointCVSCVS Health CorporationSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointCOSTCostco Wholesale CorporationSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointILMNIllumina, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointUNHUnitedHealth group Incorporated Common StockSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointNKENike, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointELEstee Lauder Companies, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointIAUIShares gold Trust Shares of the IShares gold TrustSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointCDNSCadence Design Systems, Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointAAPLApple Inc.Sale$50,001 - $100,000Clerk →
2022-03-032022-02-283JointREGNRegeneron Pharmaceuticals, Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointNestle SA Sponsored ADR representing Registered Shares Series BSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointMSFTMicrosoft CorporationSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointGOOGAlphabet Inc. - Class C Capital StockSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointNVSNovartis AgSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointKAIKadant IncSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointNDAQNasdaq, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointTGTTarget CorporationSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointTJXTJX Companies, Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointASMLASML Holding N.V. - New York Registry SharesSale$15,001 - $50,000Clerk →
2022-03-032022-02-283JointECLEcolab Inc.Sale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointBRK.BBerkshire Hathaway Inc. NewSale$1,001 - $15,000Clerk →
2022-03-032022-02-283JointGSGoldman Sachs group, Inc.Sale$15,001 - $50,000Clerk →
2022-03-032022-02-1021JointXYZBlock, Inc. Class A Common Stock,Sale$1,001 - $15,000Clerk →
2022-03-032022-02-0823JointFontana Calif Univ Sch 3.00% 08/01/38Purchase$15,001 - $50,000Clerk →
2022-03-032022-02-0328JointBRK.BBerkshire Hathaway Inc. NewPurchase$1,001 - $15,000Clerk →
2022-03-032022-02-0328JointMSCIMSCI IncSale$1,001 - $15,000Clerk →
2022-03-032022-02-0229JointMorgan Stanley FR Var 05/04/2027Sale$1,001 - $15,000Clerk →
2022-03-032022-02-0229JointACNAccenture plc Class A Ordinary SharesPurchase$1,001 - $15,000Clerk →
2022-03-032022-02-0130JointKMXCarMax IncSale$15,001 - $50,000Clerk →
2022-02-012022-01-311JointCYRXCryoPort, Inc.Sale$1,001 - $15,000Clerk →
2022-02-012022-01-311JointTRNOTerreno Realty CorporationPurchase$1,001 - $15,000Clerk →
2022-02-012022-01-311JointCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2022-02-012022-01-311JointPEPPepsico, Inc.Purchase$1,001 - $15,000Clerk →
2022-02-012022-01-311JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2022-02-012022-01-284JointBRK.BBerkshire Hathaway Inc. NewPurchase$1,001 - $15,000Clerk →
2022-02-012022-01-284JointVanEck Biotech ETFSale$1,001 - $15,000Clerk →
2022-02-012022-01-275JointNVSNovartis AgPurchase$1,001 - $15,000Clerk →
2022-02-012022-01-275JointVZVerizon Communications Inc.Purchase$1,001 - $15,000Clerk →
2022-02-012022-01-275JointIShares MSCI ACWI ex US Healthcare ETFSale$1,001 - $15,000Clerk →
2022-02-012022-01-275JointIShares MSCI ACWI ex US Telecommunication Services ETFSale$1,001 - $15,000Clerk →
2022-02-012022-01-2012JointColumbia Tenn Wtrwks Rev 5.00% 12/01/32Sale$15,001 - $50,000Clerk →
2022-02-012022-01-2012JointBLF FedFund TDDXXPurchase$15,001 - $50,000Clerk →
2022-02-012022-01-2012JointBRK.BBerkshire Hathaway Inc. NewSale$15,001 - $50,000Clerk →
2022-02-012022-01-2012JointPNCPNC Financial Services group, Inc.Sale$1,001 - $15,000Clerk →
2022-02-012022-01-1418JointBLF FedFund TDDXXSale$15,001 - $50,000Clerk →
2022-02-012022-01-1418JointCYRXCryoPort, Inc.Sale$1,001 - $15,000Clerk →
2022-02-012022-01-1418JointVirginia St Pub 3.00% 10/01/38Purchase$15,001 - $50,000Clerk →
2022-02-012022-01-1319JointPEPPepsico, Inc.Purchase$1,001 - $15,000Clerk →
2022-02-012022-01-1319JointCYRXCryoPort, Inc.Sale$1,001 - $15,000Clerk →
2022-02-012022-01-1319JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2022-02-012022-01-1319JointGHGuardant Health, Inc.Sale$1,001 - $15,000Clerk →
2022-02-012022-01-1319JointCVSCVS Health CorporationPurchase$1,001 - $15,000Clerk →
2022-02-012022-01-1121JointBLF FedFund TDDXXPurchase$15,001 - $50,000Clerk →
2022-02-012022-01-1022JointXYZBlock, Inc. Class A Common Stock,Sale$1,001 - $15,000Clerk →
2022-02-012022-01-1022JointTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2022-02-012022-01-1022JointTRNOTerreno Realty CorporationPurchase$1,001 - $15,000Clerk →
2022-02-012022-01-0626JointBLF FedFund TDDXXSale$15,001 - $50,000Clerk →
2022-01-012021-12-2210JointNVSNovartis AgSale$1,001 - $15,000Clerk →
2022-01-012021-12-2210JointGHGuardant Health, Inc.Sale$1,001 - $15,000Clerk →
2022-01-012021-12-2210JointIShares U.S. Telecommunications ETFPurchase$1,001 - $15,000Clerk →
2022-01-012021-12-2210JointVZVerizon Communications Inc.Sale$1,001 - $15,000Clerk →
2022-01-012021-12-2210JointIShares global Healthcare ETFPurchase$1,001 - $15,000Clerk →
2022-01-012021-12-2210JointVanEck Biotech ETFPurchase$1,001 - $15,000Clerk →
2022-01-012021-12-2111JointCVSCVS Health CorporationPurchase$1,001 - $15,000Clerk →
2022-01-012021-12-2111JointFVRRFiverr International Ltd. Ordinary Shares, no par valueSale$1,001 - $15,000Clerk →
2022-01-012021-12-0626JointPittsburgh Pa Sch 3.00% 09/01/33Purchase$15,001 - $50,000Clerk →
2022-01-012021-12-0626JointBLF FedFund TDDXXSale$15,001 - $50,000Clerk →
2022-01-012021-12-0626JointAIA group, Ltd. Sponsored American Depository ReceiptSale$1,001 - $15,000Clerk →
2022-01-012021-12-0626JointNDAQNasdaq, Inc.Purchase$1,001 - $15,000Clerk →
2022-01-012021-12-0230JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2022-01-012021-12-0131JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-12-022021-11-266JointTJXTJX Companies, Inc.Purchase$1,001 - $15,000Clerk →
2021-12-022021-11-266JointXYZSquare, Inc. Class ASale$1,001 - $15,000Clerk →
2021-12-022021-11-266JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-12-022021-11-266JointNVDANVIDIA CorporationSale$1,001 - $15,000Clerk →
2021-12-022021-11-266JointTDOCTeladoc Health, Inc.Sale$1,001 - $15,000Clerk →
2021-12-022021-11-0923JointBLF FedFund TDDXXPurchase$15,001 - $50,000Clerk →
2021-12-022021-11-0230JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2021-12-022021-11-0131JointVVisa Inc.Sale$1,001 - $15,000Clerk →
2021-12-022021-11-0131JointXYZSquare, Inc. Class ASale$1,001 - $15,000Clerk →
2021-12-022021-11-0131JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-12-022021-11-0131JointDAIUFDaifuku Co Ltd Ordinary SharesSale$1,001 - $15,000Clerk →
2021-10-302021-10-291JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-302021-10-291JointLVMH Moet Hennessy Louis Vuitton Ordinary SharesSale$1,001 - $15,000Clerk →
2021-10-302021-10-291JointNTLAIntellia Therapeutics, Inc.Sale$1,001 - $15,000Clerk →
2021-10-302021-10-291JointBRK.BBerkshire Hathaway Inc. NewPurchase$1,001 - $15,000Clerk →
2021-10-302021-10-0525JointBLF FedFund TDDXXPurchase$15,001 - $50,000Clerk →
2021-10-302021-10-0525JointSalisbury Twp Pa Sch 2.375% 04/01/2025Sale$15,001 - $50,000Clerk →
2021-10-302021-10-0426JointPIImpinj, Inc.Purchase$1,001 - $15,000Clerk →
2021-10-302021-10-0426JointFNVFranco-Nevada CorporationSale$1,001 - $15,000Clerk →
2021-10-302021-10-0426JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2021-10-302021-10-0129JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-301JointBLF FedFund TDDXXSale$15,001 - $50,000Clerk →
2021-10-012021-09-301JointDes Moines Iowa GO Bds 2.00% 06/01/33Purchase$15,001 - $50,000Clerk →
2021-10-012021-09-283JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-274JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-274JointAIA group Ltd NPV commonSale$1,001 - $15,000Clerk →
2021-10-012021-09-2110JointCYRXCryoPort, Inc.Sale$1,001 - $15,000Clerk →
2021-10-012021-09-2110JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-2011JointVVisa Inc.Sale$1,001 - $15,000Clerk →
2021-10-012021-09-2011JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-2011JointCDNSCadence Design Systems, Inc.Purchase$1,001 - $15,000Clerk →
2021-10-012021-09-2011JointNTLAIntellia Therapeutics, Inc.Sale$1,001 - $15,000Clerk →
2021-10-012021-09-2011JointVVisa Inc.Sale$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointUNHUnitedHealth group Incorporated Common StockSale$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointNVSNovartis AgSale$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointCOSTCostco Wholesale CorporationPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointCGNXCognex CorporationSale$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointXYZSquare, Inc. Class ASale$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointILMNIllumina, Inc.Sale$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointREGNRegeneron Pharmaceuticals, Inc.Purchase$1,001 - $15,000Clerk →
2021-10-012021-09-1714JointBLF FedFund TDDXXPurchase$1,001 - $15,000Clerk →
2021-10-012021-09-0922JointBLF FedFund TDDXXSale$15,001 - $50,000Clerk →
2021-10-012021-09-0328JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2021-10-012021-09-0229JointBLF FedFund TDDXXSale$1,001 - $15,000Clerk →
2021-10-012021-08-2834JointFanuc Limited Ordinary SharesSale$1,001 - $15,000Clerk →
2021-09-022021-08-1815JointCDNSCadence Design Systems, Inc.Purchase$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2022 report.

52 assets with a value on the report filed 2023-04-22, 2 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Burke & Herbert DonOtherJoint$1,001 - $15,000
Burke & Herbert MeganOtherJoint$15,001 - $50,000
Demosphere Inc.OtherJoint$1 - $1,000
Clearbridge Special Inv Tr CFundSpouse$250,001 - $500,000
Pioneer Core Equity Fund AFundJoint$100,001 - $250,000
105 S Morris Street, Oxford MdOtherJoint$1,000,001 - $5,000,000
Beyer 1 LLCOtherJoint$1,000,001 - $5,000,000
Broad Street LLCOtherJoint$1,000,001 - $5,000,000
Brotherly Love LLCOtherJoint$1,000,001 - $5,000,000
Duke Street LLCOtherJoint$1,000,001 - $5,000,000
Garden of Eden LLCOtherJoint$5,000,001 - $25,000,000
Love's Wasteland LLCOtherJoint$5,000,001 - $25,000,000
Old Brown LLCOtherJoint$5,000,001 - $25,000,000
Pacific Boulevard LLCOtherJoint$5,000,001 - $25,000,000
Pownal LLCOtherJoint$1,000,001 - $5,000,000
Quonset Hut LLCOtherJoint$5,000,001 - $25,000,000
Swallow LLCOtherJoint$5,000,001 - $25,000,000
The Sting LLCOtherJoint$1,000,001 - $5,000,000
Wild Leap LLCOtherJoint$1,000,001 - $5,000,000
Ariel AppreciationFundJoint$1,001 - $15,000
Blackrock Liq FDS FedFund TFDXXBondJoint$15,001 - $50,000
California St Go BDS 4.00% 08/01/36BondJoint$15,001 - $50,000
California St Various Purp 5.00% 04/01/37BondJoint$15,001 - $50,000
Clark Cnty Nev Limited 3.00% 06/01/37BondJoint$15,001 - $50,000
Dallas Tex Area Rapid Tran Sal 5.00% 12/01/25BondJoint$15,001 - $50,000
Des Moines Iowa GO Bds 2.00% 06/01/33BondJoint$15,001 - $50,000
Fidelity Covington Trust Women's Leadership ETFFundJoint$15,001 - $50,000
Fontana Calif Uni Sch 3.00% 08/01/38BondJoint$1,001 - $15,000
FSU Finl Assistance Inc FLA Ed Rev 5.00%BondJoint$50,001 - $100,000
THGHanover Insurance Group IncStockJoint$1,001 - $15,000
King Cnty Wash Ltd Go Ref 4.00% 12/01/32BondJoint$15,001 - $50,000
Massachusetts St GO BDS 5.00% 09/01/37BondJoint$15,001 - $50,000
New York St Mtg Agy Rec 3.45% 10/01/33BondJoint$50,001 - $100,000
North Allegheny PA Sch Dist Go Bds 5.00% 05/01/30BondJoint$50,001 - $100,000
Pershing Government AccountOtherJoint$1 - $1,000
Philadelphia PA GO MultiVar 08/01/31BondJoint$15,001 - $50,000
Pittsburgh Pa Sch 3.00% 09/01/33BondJoint$50,001 - $100,000
Putnam Cnty WVA Brd Ed 1.123% 05/01/24BondJoint$15,001 - $50,000
Regional Transn Dist Colo CFTS 5.00% 06/01/29BondJoint$15,001 - $50,000
Roanoke Cnty VA Economic 3.25% 10/15/31BondJoint$15,001 - $50,000
SPYSPDR S&P 500StockJoint$500,001 - $1,000,000
Thrift Savings Plan -- DonaldFundJoint$250,001 - $500,000
Thrift Savings Plan -- MeganFundJoint$15,001 - $50,000
Union-Endicott NY Cent 3.75% 06/30/23BondJoint$15,001 - $50,000
Vanguard VFIAXFundJoint$15,001 - $50,000
Vanguard VTSAXFundJoint$1,001 - $15,000
Virginia College Bldg 4.00% 02/01/33BondJoint$15,001 - $50,000
Virginia College Bldg 4.375% 02/01/32BondJoint$15,001 - $50,000
Virginia Comwlth Transn Brd Tr Cap 5.00% 05/15/33BondJoint$15,001 - $50,000
Virginia Retirement SystemOtherJoint$15,001 - $50,000
Wells FargoOtherJoint$1,001 - $15,000
Wise County Virginia Indl 11/01/2040BondJoint$15,001 - $50,000

How reports are read: holdings methodology.