Congressional stock trades · Member
Virginia Foxx
Representative · NC-5 · Republican
610 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 Education and Workforce; House Committee on Oversight and Government Reform; House Committee on Rules.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-12-06 | 2022-11-28 | 8 | Joint | Marathon Oil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-21 | 15 | Joint | Marathon Oil Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-12-06 | 2022-11-18 | 18 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-15 | 21 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-15 | 21 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-02 | 34 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Sale | $50,001 - $100,000 | Clerk → |
| 2022-12-06 | 2022-11-02 | 34 | Joint | NUENucor Corporation | Sale | $50,001 - $100,000 | Clerk → |
| 2022-12-06 | 2022-11-01 | 35 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-06 | 2022-11-01 | 35 | Joint | TAKTakeda Pharmaceutical Company Limited American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-03 | 2022-10-31 | 3 | Joint | Marathon Oil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-03 | 2022-10-21 | 13 | Joint | CPXWFCapital Power Corp. Ordinary Shares | Sale | $50,001 - $100,000 | Clerk → |
| 2022-11-03 | 2022-10-14 | 20 | Joint | NEENextEra Energy, Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-11-03 | 2022-10-07 | 27 | Joint | PGProcter & Gamble Company | Sale | $50,001 - $100,000 | Clerk → |
| 2022-11-03 | 2022-10-05 | 29 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-30 | 12 | Joint | IMKTAIngles Markets, Incorporated - Class A | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-30 | 12 | Joint | NFGNational Fuel Gas Company | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-29 | 13 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-29 | 13 | Joint | Golden Ocean Group Limited | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-28 | 14 | Joint | AAAlcoa Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-27 | 15 | Joint | Newtek Business Services Corp. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-26 | 16 | Joint | SJTSan Juan Basin Royalty Trust | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-23 | 19 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-23 | 19 | Joint | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-20 | 22 | Joint | Newtek Business Services Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-19 | 23 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-16 | 26 | Joint | CFCF Industries Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-16 | 26 | Joint | USD Partners LP Common Units representing limited partner interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-16 | 26 | Joint | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-15 | 27 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-14 | 28 | Joint | NUENucor Corporation | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-10-12 | 2022-09-12 | 30 | Joint | CFCF Industries Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-07 | 35 | Joint | NFGNational Fuel Gas Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-07 | 35 | Joint | CFCF Industries Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-06 | 36 | Joint | Newtek Business Services Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-01 | 41 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-01 | 41 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-01 | 41 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-01 | 41 | Joint | Newtek Business Services Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-12 | 2022-09-01 | 41 | Joint | CFCF Industries Holdings, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-10-12 | 2022-09-01 | 41 | Joint | NHINational Health Investors, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-09-08 | 2022-08-31 | 8 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-31 | 8 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-31 | 8 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-30 | 9 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-30 | 9 | Joint | USD Partners LP Common Units representing limited partner interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-30 | 9 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-30 | 9 | Joint | Golden Ocean Group Limited | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-30 | 9 | Joint | IMKTAIngles Markets, Incorporated - Class A | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-09-08 | 2022-08-29 | 10 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-29 | 10 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-26 | 13 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-26 | 13 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-26 | 13 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-26 | 13 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-26 | 13 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-25 | 14 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-24 | 15 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-24 | 15 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-24 | 15 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-24 | 15 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-23 | 16 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-23 | 16 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-23 | 16 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-22 | 17 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-22 | 17 | Joint | Kellogg Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-22 | 17 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-22 | 17 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-19 | 20 | Joint | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-19 | 20 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-19 | 20 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-19 | 20 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-18 | 21 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-17 | 22 | Joint | Golden Ocean Group Limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-17 | 22 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-16 | 23 | Joint | GSKGSK plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-11 | 28 | Joint | SJTSan Juan Basin Royalty Trust | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-10 | 29 | Joint | GSKGSK plc American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-09 | 30 | Joint | GSKGSK plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-09 | 30 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-08 | 31 | Joint | NFGNational Fuel Gas Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-05 | 34 | Joint | GSKGSK plc American Depositary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-05 | 34 | Joint | Vector Group Ltd. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-05 | 34 | Joint | MOSMosaic Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-04 | 35 | Joint | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-04 | 35 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-04 | 35 | Joint | Vector Group Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-04 | 35 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-04 | 35 | Joint | Hess Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-03 | 36 | Joint | Hess Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-03 | 36 | Joint | NFGNational Fuel Gas Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-02 | 37 | Joint | AAAlcoa Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-02 | 37 | Joint | KNOPKNOT Offshore Partners LP Common Units representing Limited Partner Interests | Sale | $50,001 - $100,000 | Clerk → |
| 2022-09-08 | 2022-08-02 | 37 | Joint | NFGNational Fuel Gas Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2022-08-01 | 38 | Joint | KMIKinder Morgan, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-09-08 | 2022-08-01 | 38 | Joint | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-08 | 2022-08-01 | 38 | Joint | FLNGFLEX LNG Ltd. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-08 | 2021-08-30 | 374 ·>45 | Joint | Newtek Business Services Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-29 | 7 | Joint | PGProcter & Gamble Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-08-05 | 2022-07-29 | 7 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-29 | 7 | Joint | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-28 | 8 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-28 | 8 | Joint | MOSMosaic Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-22 | 14 | Joint | ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-08-05 | 2022-07-21 | 15 | Joint | Kellogg Company | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-08-05 | 2022-07-20 | 16 | Joint | PGProcter & Gamble Company | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-08-05 | 2022-07-14 | 22 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-14 | 22 | Joint | PBAPembina Pipeline Corp. Ordinary Shares | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-08-05 | 2022-07-14 | 22 | Joint | UVVUniversal Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-08-05 | 2022-07-13 | 23 | Joint | THE TORONTO-DO 3.766% CD | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-08-05 | 2022-07-12 | 24 | Joint | GSKGSK plc American Depositary Shares | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2022-08-05 | 2022-07-06 | 30 | Joint | GSKGSK plc American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-05 | 31 | Joint | Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-05 | 2022-07-05 | 31 | Joint | Magellan Midstream Partners L.P. Limited Partnership | Sale | $50,001 - $100,000 | Clerk → |
| 2022-08-05 | 2022-07-05 | 31 | Joint | UVVUniversal Corporation | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-07-05 | 2022-06-30 | 5 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-29 | 6 | Joint | MOAltria Group, Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-28 | 7 | Joint | NHINational Health Investors, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-07-05 | 2022-06-23 | 12 | Joint | PAAPlains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-23 | 12 | Joint | EPDEnterprise Products Partners L.P. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-23 | 12 | Joint | XOMExxon Mobil Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-22 | 13 | Joint | SCHWAB S&P 500 INDEX - SWPPX | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-22 | 13 | Joint | UBS BANK USA 3.2%24CD | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-07-05 | 2022-06-22 | 13 | Joint | MFCManulife Financial Corporation | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-22 | 13 | Joint | Clearway Energy, Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-17 | 18 | Joint | Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-17 | 18 | Joint | RIORio Tinto Plc | Sale | $50,001 - $100,000 | Clerk → |
| 2022-07-05 | 2022-06-16 | 19 | Joint | Clearway Energy, Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-15 | 20 | Joint | Magellan Midstream Partners L.P. Limited Partnership | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-15 | 20 | Joint | Clearway Energy, Inc. Class A | Sale | $50,001 - $100,000 | Clerk → |
| 2022-07-05 | 2022-06-14 | 21 | Joint | TAT&T Inc. | Sale | $100,001 - $250,000 | Clerk → |
| 2022-07-05 | 2022-06-13 | 22 | Joint | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-13 | 22 | Joint | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-13 | 22 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-13 | 22 | Joint | Green Plains Partners LP - Common Units | Sale | $15,001 - $50,000 | Clerk → |
| 2022-07-05 | 2022-06-10 | 25 | Joint | KNOPKNOT Offshore Partners LP Common Units representing Limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-10 | 25 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-05 | 2022-06-03 | 32 | Joint | TTETotalEnergies SE | Sale | $50,001 - $100,000 | Clerk → |
| 2022-07-05 | 2022-06-03 | 32 | Joint | CAPITAL ONE BANK (U 3%25CD) | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-07-05 | 2022-06-03 | 32 | Joint | USD Partners LP Common Units representing limited partner interest | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-04 | 2022-05-19 | 16 | Joint | HTGCHercules Capital, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2022-06-04 | 2022-05-19 | 16 | Dependent | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-19 | 16 | Joint | ADMArcher-Daniels-Midland Company | Sale | $100,001 - $250,000 | Clerk → |
| 2022-06-04 | 2022-05-18 | 17 | Joint | OXBROxbridge Re Holdings Limited - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-17 | 18 | Joint | KMIKinder Morgan, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-17 | 18 | Joint | WBDWarner Bros. Discovery, Inc. - Series A | Sale | $15,001 - $50,000 | Clerk → |
| 2022-06-04 | 2022-05-17 | 18 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-16 | 19 | Joint | Green Plains Partners LP - Common Units | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-16 | 19 | Joint | Magellan Midstream Partners L.P. Limited Partnership | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-16 | 19 | Joint | PAAPlains All American Pipeline, L.P. - Common Units representing Limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-13 | 22 | Joint | KNOPKNOT Offshore Partners LP Common Units representing Limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-13 | 22 | Joint | EPDEnterprise Products Partners L.P. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-12 | 23 | Joint | ORIOld Republic International Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-06-04 | 2022-05-09 | 26 | Joint | USD Partners LP Common Units representing limited partner interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-09 | 26 | Joint | HTGCHercules Capital, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-06 | 29 | Joint | AT&T INC 5% PFDPFD SER A | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-06 | 29 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-03 | 32 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-03 | 32 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-04 | 2022-05-02 | 33 | Joint | MOAltria Group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-29 | 5 | Joint | TTETotalEnergies SE | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-28 | 6 | Joint | Magellan Midstream Partners L.P. Limited Partnership | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-26 | 8 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-26 | 8 | Joint | USD Partners LP Common Units representing limited partner interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-25 | 9 | Joint | PSXPhillips 66 | Sale | $50,001 - $100,000 | Clerk → |
| 2022-05-04 | 2022-04-25 | 9 | Joint | NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-25 | 9 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-22 | 12 | Joint | NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-22 | 12 | Joint | Magellan Midstream Partners L.P. Limited Partnership | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-22 | 12 | Joint | Green Plains Partners LP - Common Units | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-22 | 12 | Joint | USD Partners LP Common Units representing limited partner interest | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-22 | 12 | Joint | KNOPKNOT Offshore Partners LP Common Units representing Limited Partner Interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-22 | 12 | Joint | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-21 | 13 | Joint | Magellan Midstream Partners L.P. Limited Partnership | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-21 | 13 | Joint | RIORio Tinto Plc | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-21 | 13 | Joint | TTETotalEnergies SE | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-21 | 13 | Joint | NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q) | Purchase | $50,001 - $100,000 | Clerk → |
| 2022-05-04 | 2022-04-20 | 14 | Joint | RIORio Tinto Plc | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-19 | 15 | Joint | Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-19 | 15 | Joint | Schwab U.S. REIT ETF | Sale | $50,001 - $100,000 | Clerk → |
| 2022-05-04 | 2022-04-18 | 16 | Joint | NextEra Energy, Inc. 6.219% Corporate Units (NEE$Q) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-11 | 23 | Joint | Green Plains Partners LP - Common Units | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-11 | 23 | Joint | RIORio Tinto Plc | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-11 | 23 | Joint | AT&T INC 5% PFDPFD SER A (T+A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-11 | 23 | Joint | KNOPKNOT Offshore Partners LP Common Units representing Limited Partner Interests | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-08 | 26 | Joint | RRyder System, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-08 | 26 | Joint | GlaxoSmithKline PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-08 | 26 | Joint | AT&T INC 5% PFDPFD SER A (T+A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-08 | 26 | Joint | AVGOBroadcom Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-07 | 27 | Dependent | TTETotalEnergies SE | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-07 | 27 | Joint | Sisecam Resources LP Common Units representing limited partner interests | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-07 | 27 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-06 | 28 | Joint | ORIOld Republic International Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-06 | 28 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-06 | 28 | Joint | AT&T INC 5% PFDPFD SER A (T+A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-04 | 2022-04-01 | 33 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-04 | 2022-04-01 | 33 | Joint | Clearway Energy, Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2022-03-01 | 35 | Joint | ORIOld Republic International Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-05 | 2021-03-31 | 370 ·>45 | Joint | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-31 | 370 ·>45 | Joint | Arlington Asset Investment Corp 7.00% (AAIC$B) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-05 | 2021-03-30 | 371 ·>45 | Joint | Sisecam Resources LP Common units representing limited partner interests | Purchase | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
52 assets with a value on the report filed 2026-05-15, 12 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.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| ABBVAbbVie Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Stock | Member | $15,001 - $50,000 |
| AEPAmerican Electric Power Company, Inc. | Stock | Member | $1,001 - $15,000 |
| AMERICAN EXPRESS 4.3%25 | Other | Member | None |
| AMGNAmgen Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| Bank Rhode Island 5.05%25 | Other | Member | None |
| BMYBristol-Myers Squibb Company Common Stock | Stock | Member | None |
| CAPITAL ONE BANK 4.35% | Other | Member | $100,001 - $250,000 |
| CAPITAL ONE BANK U3% | Other | Member | None |
| CELTIC BANK CORP 4.7%27 | Other | Member | $100,001 - $250,000 |
| Dodge & Cox Income Fund - Class I | Fund | Member | $50,001 - $100,000 |
| DUKDuke Energy Corporation | Stock | Member | $1,001 - $15,000 |
| Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Stock | Member | $50,001 - $100,000 |
| ETEnergy Transfer LP Common Units | Stock | Member | $1 - $1,000 |
| Farmers Bank & Trust 5.05%25 | Other | Member | None |
| Fidelity MSCI Communication Services Index ETF | Fund | Member | $15,001 - $50,000 |
| Fidelity MSCI Materials Index ETF | Fund | Member | $15,001 - $50,000 |
| Flagstar Bank 4.9%25 | Other | Member | None |
| FLNGFLEX LNG Ltd. Ordinary Shares | Stock | Member | None |
| GREAT SOUTHERN BANK 4.5%25 | Other | Member | None |
| HTGCHercules Capital, Inc. | Stock | Member | $50,001 - $100,000 |
| Invesco BulletShares 2030 High Yield Corporate Bond ETF | Fund | Member | None |
| Invesco QQQ Trust, Series 1 | Fund | Member | $50,001 - $100,000 |
| Invesco S&P 500 Equal Weight Technology ETF | Fund | Member | $50,001 - $100,000 |
| JNJJohnson & Johnson Common Stock | Stock | Member | $1,001 - $15,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $250,001 - $500,000 |
| NY LIFE - VAN ECK | Other | Member | $15,001 - $50,000 |
| NY LIFE - VAN ECK | Other | Member | $15,001 - $50,000 |
| PBAPembina Pipeline Corp. Ordinary Shares | Stock | Member | None |
| PIMCO Income Fund Insti Class | Fund | Member | $50,001 - $100,000 |
| PSAPublic Storage Common Stock | Stock | Member | $1,001 - $15,000 |
| Rental - 240 Rime Frost | Other | Member | $100,001 - $250,000 |
| Schwab 5-10 Year Corporate Bond ETF | Fund | Member | $50,001 - $100,000 |
| Schwab Government Money Fund - Sweep Shares | Fund | Member | $250,001 - $500,000 |
| Schwab U.S. Broad Market ETF | Fund | Member | $50,001 - $100,000 |
| Schwab U.S. Large-Cap ETF | Fund | Member | $100,001 - $250,000 |
| Schwab Value Advantage Money Fund Ultra Shares | Fund | Member | $500,001 - $1,000,000 |
| SonicShares Global Shipping ETF | Fund | Member | $15,001 - $50,000 |
| Southern First Bank 4.75%25 | Other | Member | None |
| State Street Consumer Staples Select Sector SPDR ETF | Fund | Member | $1,001 - $15,000 |
| State Street Industrial Select Sector SPDR ETF | Fund | Member | $15,001 - $50,000 |
| State Street Technology Select Sector SPDR ETF | Fund | Member | $50,001 - $100,000 |
| THE TORONTO-DO3.766% 25F | Other | Member | None |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Total Bond Market ETF | Fund | Member | $100,001 - $250,000 |
| Vanguard Total Stock Market ETF | Fund | Member | $50,001 - $100,000 |
| Vanguard Value ETF | Fund | Member | $100,001 - $250,000 |
| Wells Fargo Bank 4.9%25 | Other | Member | None |
| Wells Fargo Bank 5%25 | Other | Member | None |
How reports are read: holdings methodology.