| 1 | 2019-11-13 | — | McKinney Texas Indpt Sch Dist Rate/Coupon: 5.00% Matures: 02/15/2028 | Purchase | Spouse | $15,001 - $50,000 | e4a2aa00 | |
| 2 | 2019-11-07 | — | Corpus Christi Tex Indpt Sch D Ultd Tax Bldg Rate/Coupon: 4.00% Matures: 08/15/2032 | Purchase | Spouse | $15,001 - $50,000 | b0d7fbcc | |
| 3 | 2019-05-31 | — | Little Star Partnership Company: Little Star Partnership (Victoria, Texas) Description: Rental Real Estate | Purchase | Spouse | $100,001 - $250,000 | e4a2aa00 | |
| 4 | 2019-05-31 | — | Buhler Telferner Partnership Company: Buhler Telferner Partnership (Victoria, Texas) Description: Rental real estate | Purchase | Spouse | $500,001 - $1,000,000 | e4a2aa00 | |
| 5 | 2019-05-31 | — | Starboard Corporation - Commercial Real Estate Company: Starboard Corporation (Victoria, TX) Description: Commercial rental real estate | Sale (Full) | Spouse | $500,001 - $1,000,000 | e4a2aa00 | |
| 6 | 2019-05-17 | — | Tennessee St. Sch BD Auth Higher Rate/Coupon: 5.00% Matures: 11/01/2024 | Purchase | Spouse | $50,001 - $100,000 | 8db16cde | |
| 7 | 2019-05-17 | — | Chattanooga Tenn Elec Rev Ref Rate/Coupon: 5.00% Matures: 09/01/2027 | Purchase | Spouse | $15,001 - $50,000 | 8db16cde | |
| 8 | 2018-10-23 | — | University Texas Univ Revs REV FIN SYS REF BDS Rate/Coupon: 5.0% Matures: 08/15/2032 | Purchase | Spouse | $15,001 - $50,000 | 8db16cde | |
| 9 | 2018-10-12 | — | Montgomery County TN Go REF BDS Rate/Coupon: 4.0% Matures: 04/01/2019 | Purchase | Spouse | $15,001 - $50,000 | 8db16cde | |
| 10 | 2018-10-12 | — | Plano Texas Indpt Sch Dis Ultd Tax REF BDS Rate/Coupon: 5.0% Matures: 02/15/2024 | Purchase | Spouse | $15,001 - $50,000 | 8db16cde | |
| 11 | 2018-08-31 | — | Maury County TN GO BDS Rate/Coupon: 5% Matures: 04/01/2023 | Sale (Full) | Spouse | $50,001 - $100,000 | 288c9d97 | |
| 12 | 2017-10-30 | — | Tennessee HSG Dev Agy Resident Residential FIN Prog BDS Rate/Coupon: 2.70% Matures: 01/01/2024 | Purchase | Spouse | $50,001 - $100,000 | a5ea65ef | |
| 13 | 2017-10-23 | — | Metropolitan Gov't Nashville & Go REF BDS Rate/Coupon: 5.00% Matures: 01/01/2024 | Purchase | Spouse | $50,001 - $100,000 | 3ace556d | |
| 14 | 2017-10-19 | — | Maury County Tenn Go Sch BDS Rate/Coupon: 5.00% Matures: 04/01/2023 | Purchase | Spouse | $50,001 - $100,000 | 3ace556d | |
| 15 | 2017-10-16 | — | Chattanooga Tenn Elec Rev Ref BDS Rate/Coupon: 5.00% Matures: 09/01/2023 | Purchase | Spouse | $50,001 - $100,000 | 3ace556d | |
| 16 | 2017-10-04 | — | Hamilton County Tenn GO BDS Rate/Coupon: 4.00% Matures: 03/01/2018 | Purchase | Spouse | $15,001 - $50,000 | 3ace556d | |
| 17 | 2017-10-04 | — | Clarksville Tenn Nat Gas Acq Rate/Coupon: 5.00% Matures: 12/15/2020 | Purchase | Spouse | $15,001 - $50,000 | 3ace556d | |
| 18 | 2017-09-28 | — | Montgomery County Tenn GO Sch Rate/Coupon: 5.00% Matures: 04/01/2025 | Purchase | Spouse | $50,001 - $100,000 | 3ace556d | |
| 19 | 2017-09-28 | — | Knox County Tenn GO REF BDS Rate/Coupon: 5.00% Matures: 05/01/2020 | Purchase | Spouse | $50,001 - $100,000 | 3ace556d | |
| 20 | 2017-09-13 | — | Metropolitan Govt Nashville Water and Sewer Rate/Coupon: 5.00% Matures: 07/01/2023 | Purchase | Spouse | $15,001 - $50,000 | bae84d14 | |
| 21 | 2017-09-07 | — | Wilson County Tenn GO Rate/Coupon: 5.00% Matures: 04/01/2019 | Purchase | Spouse | $50,001 - $100,000 | bae84d14 | |
| 22 | 2017-09-06 | — | Sevier County Tenn Pub Bldg Rate/Coupon: 5.00% Matures: 06/01/2018 | Purchase | Spouse | $50,001 - $100,000 | bae84d14 | |
| 23 | 2017-07-11 | — | Marion County Tenn GO SCH REF BDS Rate/Coupon: 4.00% Matures: 04/01/2021 | Purchase | Spouse | $50,001 - $100,000 | 2fe6b2b0 | |
| 24 | 2017-06-15 | — | Shelby County Tenn Health EDL & Rev Rate/Coupon: 5.25% Matures: 09/01/2023 | Sale (Full) | Spouse | $50,001 - $100,000 | 05f5d46b | |
| 25 | 2017-06-15 | — | Robertson County TN Go Bond Rate/Coupon: 5.00% Matures: 05/01/2022 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 26 | 2017-06-15 | — | Robertson CNTY Tenn Go REF BDS Rate/Coupon: 3.00% Matures: 04/01/2025 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 27 | 2017-06-15 | — | Metropolitan Nashville ARPT AU ARPT Rate/Coupon: 5.00% Matures: 07/01/2040 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 28 | 2017-06-15 | — | Metropolitan Govt Nashville & REF BDS Rate/Coupon: 5.00% Matures: 05/15/2019 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 29 | 2017-06-15 | — | Memphis TN Sewer System Rate/Coupon: 4.20% Matures: 10/01/2022 | Sale (Full) | Spouse | $50,001 - $100,000 | 05f5d46b | |
| 30 | 2017-06-15 | — | Lakeland Tenn Go Cap Outlay NTS Rate/Coupon: 5.00% Matures: 03/01/2020 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 31 | 2017-06-15 | — | Kingsport Tenn Go Bond Rate/Coupon: 3.00% Matures: 03/01/2029 | Sale (Full) | Spouse | $50,001 - $100,000 | 05f5d46b | |
| 32 | 2017-06-15 | — | Clarksville TN Electric Rate/Coupon: 5.00% Matures: 09/01/2022 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 33 | 2017-06-15 | — | Chattanooga Tenn Go REF BDS Rate/Coupon: 5.00% Matures: 09/01/2019 | Sale (Full) | Spouse | $15,001 - $50,000 | 05f5d46b | |
| 34 | 2016-11-10 | — | Chattanooga Tenn GO REF BDS Rate/Coupon: 5.00% Matures: 09/01/2019 | Purchase | Spouse | $15,001 - $50,000 | a5816e0d | |
| 35 | 2016-11-08 | — | Metropolitan Govt Nashville & REF BDS Rate/Coupon: 5.00% Matures: 05/15/2019 | Purchase | Spouse | $15,001 - $50,000 | a5816e0d | |
| 36 | 2016-09-08 | — | Shelby County Tenn Health EDL & Rev Rate/Coupon: 5.25% Matures: 09/01/2023 | Purchase | Spouse | $50,001 - $100,000 | be49e822 | |
| 37 | 2016-06-14 | — | Kingsport Tenn GO Bond Rate/Coupon: 3.00% Matures: 03/01/2029 | Purchase | Spouse | $50,001 - $100,000 | f2e9b6f6 | |
| 38 | 2016-04-01 | — | Montgomery County Rate/Coupon: 5.00 Matures: 04/01/2018 | Sale (Full) | Spouse | $15,001 - $50,000 | d383f953 | |
| 39 | 2016-01-07 | — | METROPOLITAN NASHVILLE ARPT AU ARPT Rate/Coupon: 5.00% Matures: 07/01/2040 | Purchase | Spouse | $15,001 - $50,000 | 0b0bd265 | |
| 40 | 2016-01-07 | — | LAKELAND TENN GO CAP OUTLAY NTS Rate/Coupon: 5.00% Matures: 03/01/2020 | Purchase | Spouse | $15,001 - $50,000 | 0b0bd265 | |
| 41 | 2016-01-05 | — | ROBERTSON CNTY TENN GO REF BDS Rate/Coupon: 3.00% Matures: 04/01/2025 | Purchase | Spouse | $15,001 - $50,000 | 0b0bd265 | |
| 42 | 2015-12-22 | — | ROBERTSON CNTY TENN GO SCH BDS Rate/Coupon: 5.00% Matures: 05/01/2022 | Purchase | Spouse | $15,001 - $50,000 | 0b0bd265 | |
| 43 | 2015-12-15 | — | Custom Foods of America Inc. Company: Custom Foods of America Inc. (Knoxville, Tennessee) Description: Wholesale Food | Sale (Partial) | Self | $250,001 - $500,000 | 61380aec | |
| 44 | 2015-12-15 | — | 3600 Management LLC Company: 3600 Management LLC (Knoxville, Tennessee) Description: Commercial Rental | Sale (Full) | Self | $1,000,001 - $5,000,000 | 61380aec | |
| 45 | 2015-12-15 | — | Custom Foods of America Inc. Company: Custom Foods of America Inc. (Knoxville, Tennessee) Description: Wholesale food | Sale (Partial) | Spouse | $250,001 - $500,000 | 61380aec | |
| 46 | 2014-09-26 | — | Dickson TN Go Bond Rate/Coupon: 5.0 Matures: 9/1/2015 | Sale (Full) | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 47 | 2014-06-01 | — | Metro Govt Nashville TN Go Bond Rate/Coupon: 5.0 Matures: 10/01/2016 | Sale (Full) | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 48 | 2014-05-01 | — | Williamson County TN Rate/Coupon: 4.5 Matures: 05/01/2018 | Sale (Full) | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 49 | 2014-01-29 | — | Hendersonville Tenn Util Distric Water and Sewer Rate/Coupon: 4.0 Matures: 08/01/2023 | Purchase | Spouse | $50,001 - $100,000 | 86e969b3 | |
| 50 | 2013-12-01 | — | Memphis TN Electric System GO Bond Rate/Coupon: 5.0 Matures: 12/01/2017 | Sale (Full) | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 51 | 2013-10-17 | — | Bristol TN Electric Rate/Coupon: 5.0 Matures: 09/01/2026 | Purchase | Spouse | $50,001 - $100,000 | 86e969b3 | |
| 52 | 2013-05-17 | — | Metro Gov Nashville & Davidson Rate/Coupon: 5.0 Matures: 10/01/2016 | Purchase | Spouse | $50,001 - $100,000 | 86e969b3 | |
| 53 | 2013-03-26 | — | Houston Texas Utility Board Rate/Coupon: .94 Matures: 05/15/2034 | Sale (Full) | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 54 | 2013-03-07 | — | Houston Texas Utility Board Rate/Coupon: .94 Matures: 05/15/2034 | Purchase | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 55 | 2013-03-06 | — | Memphis TN Sewer System Rate/Coupon: 4.2 Matures: 10/01/2022 | Purchase | Spouse | $15,001 - $50,000 | 86e969b3 | |
| 56 | 2013-02-26 | — | Tullahoma TN Rate/Coupon: 1.0 Matures: 10/01/2013 | Purchase | Spouse | $50,001 - $100,000 | 86e969b3 | |
| 57 | 2012-11-01 | — | Memphis-Shelby County Rate/Coupon: 5.5 Matures: 11/01/2017 | Sale (Full) | Spouse | $50,001 - $100,000 | 86e969b3 | |
| 58 | 2012-10-24 | — | Franklin County TN Health Rate/Coupon: 4.0 Matures: 09/01/2023 | Purchase | Spouse | $50,001 - $100,000 | 86e969b3 | |
| 59 | 2012-06-14 | — | Metro Govt TN GO Rate/Coupon: 4.5 Matures: 05/15/2030 | Sale (Full) | Spouse | $15,001 - $50,000 | 86e969b3 | |
