| 1 | 2024-01-11 | — | Virginia ST Res Auth Rate/Coupon: 5.0% Matures: 11/01/2036 | Purchase | Self | $50,001 - $100,000 | 84618bff | |
| 2 | 2024-01-10 | — | Petersburg VA Go BDS Rate/Coupon: 4.25% Matures: 09/01/2048 | Purchase | Self | $100,001 - $250,000 | 84618bff | |
| 3 | 2024-01-10 | — | Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2047 | Purchase | Self | $250,001 - $500,000 | 84618bff | |
| 4 | 2024-01-08 | — | Los Angeles CNTY CA Met Rate/Coupon: 5.0% Matures: 07/01/2042 | Purchase | Self | $100,001 - $250,000 | 84618bff | |
| 5 | 2024-01-08 | — | Metropolitan ST Louis MO Rate/Coupon: 5.0% Matures: 05/01/2036 | Purchase | Self | $100,001 - $250,000 | 84618bff | |
| 6 | 2024-01-04 | — | Virginia Comwlth Transn Rate/Coupon: 4.0% Matures: 05/15/2038 | Purchase | Self | $250,001 - $500,000 | 84618bff | |
| 7 | 2024-01-03 | — | Richmond VA Pub Util Rev Ser A Rate/Coupon: 4.0% Matures: 01/15/2050 | Purchase | Self | $500,001 - $1,000,000 | 84618bff | |
| 8 | 2024-01-03 | — | Bexar CNTY TX Hosp Dist CTFS Oblig LTD Tax Rate/Coupon: 4.25% Matures: 02/15/2052 | Purchase | Self | $500,001 - $1,000,000 | 84618bff | |
| 9 | 2023-12-27 | — | Minneapolis & ST Paul MN Rate/Coupon: 5.00% Matures: 01/01/2034 | Purchase | Self | $250,001 - $500,000 | 61e98942 | |
| 10 | 2023-12-19 | — | Virginia Small Business Rate/Coupon: 5.00% Matures: 10/01/2041 | Purchase | Self | $250,001 - $500,000 | 61e98942 | |
| 11 | 2023-12-18 | — | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 12 | 2023-12-15 | — | Virginia ST Pub BLDG Rate/Coupon: 4.00% Matures: 08/01/2039 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 13 | 2023-12-13 | — | Univ Of VA VA Univ Revenues Multi YR Cap Proj-Ser B Rate/Coupon: 4.00% Matures: 08/01/2048 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 14 | 2023-12-13 | — | Massachusetts ST Transn Rate/Coupon: 4.00% Matures: 06/01/2046 | Purchase | Self | $250,001 - $500,000 | 61e98942 | |
| 15 | 2023-12-13 | — | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Purchase | Self | $250,001 - $500,000 | 61e98942 | |
| 16 | 2023-12-13 | — | University VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042 | Purchase | Self | $250,001 - $500,000 | 61e98942 | |
| 17 | 2023-12-12 | — | Memphis TN Gen Impt BDS Rate/Coupon: 5.00% Matures: 10/01/2044 | Purchase | Self | $250,001 - $500,000 | 61e98942 | |
| 18 | 2023-12-11 | — | Virginia ST HSG Dev Auth Rate/Coupon: 5.00% Matures: 11/01/2038 | Purchase | Self | $100,001 - $250,000 | 61e98942 | |
| 19 | 2023-12-11 | — | Alexandria VA Go Cap Rate/Coupon: 4.00% Matures: 12/15/2042 | Purchase | Self | $100,001 - $250,000 | 61e98942 | |
| 20 | 2023-12-08 | — | University Texas Univ Revs Fing SYS BDS Rate/Coupon: 5.00% Matures: 08/15/2043 | Purchase | Self | $100,001 - $250,000 | 61e98942 | |
| 21 | 2023-12-07 | — | West VA ST ST RD BDS Bid Rate/Coupon: 5.00% Matures: 06/01/2041 | Purchase | Self | $100,001 - $250,000 | 61e98942 | |
| 22 | 2023-12-06 | — | Massachusetts ST Go BDS Rate/Coupon: 5.00% Matures: 09/01/2038 | Purchase | Self | $100,001 - $250,000 | 61e98942 | |
| 23 | 2023-12-05 | — | Prince Georges CNTY MD Rate/Coupon: 5.00% Matures: 08/01/2042 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 24 | 2023-12-05 | — | Connecticut ST Go BDS Rate/Coupon: 5.00% Matures: 04/15/2038 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 25 | 2023-12-04 | — | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2046 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 26 | 2023-12-04 | — | Norfolk VA Go Cap Impt Rate/Coupon: 5.00% Matures: 09/01/2042 | Purchase | Self | $500,001 - $1,000,000 | 61e98942 | |
| 27 | 2023-11-30 | — | Anne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2041 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 28 | 2023-11-30 | — | Anne Arundel CNTY MD Rate/Coupon: 5.00% Matures: 10/01/2042 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 29 | 2023-11-29 | — | Washington ST Go Var Rate/Coupon: 5.00% Matures: 02/01/2045 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 30 | 2023-11-29 | — | Williamsburg VA Econ Dev Auth Student HSG Rev William & Mary Rate/Coupon: 4.375% Matures: 07/01/2063 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 31 | 2023-11-28 | — | Spotsylvania CNTY VA WTR Rate/Coupon: 5.00% Matures: 12/01/2045 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 32 | 2023-11-28 | — | Petersburg VA Unltd Tax Rate/Coupon: 4.25% Matures: 09/01/2053 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 33 | 2023-11-27 | — | Fairfax CNTY VA SWR Rev Rate/Coupon: 5.00% Matures: 07/15/2044 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 34 | 2023-11-27 | — | Roanoke VA Go Pub Impt Rate/Coupon: 4.00% Matures: 10/01/2043 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 35 | 2023-11-22 | — | Virginia ST Pub SCH Auth Rate/Coupon: 5.00% Matures: 08/01/2040 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 36 | 2023-11-22 | — | University VA Univ Revs Rate/Coupon: 5.00% Matures: 04/01/2042 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 37 | 2023-11-21 | — | Fairfax CNTY VA Pub Impt Rate/Coupon: 5.00% Matures: 10/01/2039 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 38 | 2023-11-21 | — | Arlington CNTY VA Go Pub Rate/Coupon: 5.00% Matures: 06/15/2038 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 39 | 2023-11-17 | — | Washington ST MTR Veh Rate/Coupon: 5.00% Matures: 06/01/2039 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 40 | 2023-11-16 | — | Virginia Port Auth Rate/Coupon: 5.00% Matures: 07/01/2043 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 41 | 2023-11-16 | — | Spotsylvania CNTY VA WTR & SWR SYS Rev Rate/Coupon: 5.00% Matures: 12/01/2047 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 42 | 2023-11-15 | — | Virginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 43 | 2023-11-14 | — | Palm BCH CNTY FL Pub Rate/Coupon: 5.00% Matures: 05/01/2038 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 44 | 2023-11-14 | — | Virginia ST Re Be 5.00 % Rate/Coupon: 5.00% Matures: 11/01/2034 | Purchase | Self | $50,001 - $100,000 | a1a9f50d | |
| 45 | 2023-11-14 | — | Richmond VA Pub Util Rev Rate/Coupon: 4.00% Matures: 01/15/2040 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 46 | 2023-11-14 | — | Dripping Springs TX Indep Schdist Ref Unltd Tax Rate/Coupon: 5.00% Matures: 02/15/2053 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 47 | 2023-11-13 | — | Virginia ST Res Auth Rate/Coupon: 4.00% Matures: 11/01/2043 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 48 | 2023-11-10 | — | Sarasota CNTY FL Cap Rate/Coupon: 5.00% Matures: 10/01/2042 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 49 | 2023-11-09 | — | Austin TX Pub Impt RFDG Rate/Coupon: 5.00% Matures: 09/01/2040 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 50 | 2023-11-08 | — | Virginia Comwlth Transn Rate/Coupon: 4.00% Matures: 05/15/2042 | Purchase | Self | $100,001 - $250,000 | a1a9f50d | |
| 51 | 2023-11-08 | — | Fairfax CNTY VA WTR Auth Rate/Coupon: 5.00% Matures: 04/01/2041 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 52 | 2023-11-07 | — | Washington ST Var Purp Rate/Coupon: 5.00% Matures: 02/01/2039 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 53 | 2023-11-07 | — | District Columbia Go BDS Rate/Coupon: 5.00% Matures: 01/01/2043 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 54 | 2023-11-07 | — | Fairfax CNTY VA SWR Rev Rate/Coupon: 4.00% Matures: 07/15/2040 | Purchase | Self | $250,001 - $500,000 | a1a9f50d | |
| 55 | 2023-11-07 | — | Arlington CNTY VA G/O Rate/Coupon: 4.00% Matures: 06/15/2040 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 56 | 2023-11-07 | — | Hampton Roads VA Transprtn Accountability Commn SR Lien-Ser A Rate/Coupon: 5.00% Matures: 07/01/2050 | Purchase | Self | $500,001 - $1,000,000 | a1a9f50d | |
| 57 | 2023-08-08 | ROAD | Construction Partners, Inc. - Common Stock | Sale (Full) | Self | $250,001 - $500,000 | b5ce3c9a | |
| 58 | 2022-07-06 | — | BetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Sale (Partial) | Self | $1,000,001 - $5,000,000 | da98ff4a | |
| 59 | 2022-01-31 | ROAD | Construction Partners, Inc. - Common Stock | Sale (Full) | Self | $100,001 - $250,000 | eabaeaaf | |
| 60 | 2021-12-10 | — | NationsBuilders Insurance Services, Inc. Company: NationsBuilders Insurance Services, Inc. (Atlanta, GA) Description: Insurance | Sale (Full) | Self | $50,001 - $100,000 | f7f09d5f | |
| 61 | 2021-12-06 | — | Empire Petroleum Partners LLC Company: Empire Petroleum Partners LLC (Gaithersburg, MD) Description: Energy Company | Sale (Partial) | Self | $100,001 - $250,000 | f7f09d5f | |
| 62 | 2021-10-19 | — | Dyson Capital Series Fund, LLC Company: Dyson Capital Series Fund, LLC (Alexandria, VA) Description: Holding Company - Private Equity | Purchase | Self | $250,001 - $500,000 | 1abf71df | |
| 63 | 2021-10-14 | ROAD | Construction Partners, Inc. - Common Stock | Sale (Full) | Self | $50,001 - $100,000 | 1abf71df | |
| 64 | 2021-10-05 | — | NationsBuilders Insurance Services, Inc. Company: NationsBuilders Insurance Services, Inc. (Atlanta, GA) Description: Insurance | Sale (Full) | Self | $1,000,001 - $5,000,000 | 1abf71df | |
| 65 | 2021-08-04 | — | MSR-EB Waterfront Venture LLC (The Pointe at Stono Shores) Company: MSR-EB Waterfront Venture LLC (Charleston, SC) Description: Real Estate | Sale (Full) | Self | $100,001 - $250,000 | a281e3d8 | |
| 66 | 2021-06-16 | — | Acumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (San Francisco, CA) Description: Drug Discovery | Purchase | Self | $15,001 - $50,000 | 68e2d163 | |
| 67 | 2021-03-29 | — | Revival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Sale (Full) | Self | $1,000,001 - $5,000,000 | 57115c4a | |
| 68 | 2021-02-05 | — | Empire Petroleum Partners LLC Company: Empire Petroleum Partners LLC (Gaithersburg, MD) Description: Energy Company | Sale (Partial) | Self | $100,001 - $250,000 | 39693df5 | |
| 69 | 2020-12-07 | — | Trilogy Multifamily Fund IV, L.P. Company: Trilogy Multifamily Fund IV, L.P. (Chicago, IL) Description: Private Equity | Purchase | Self | $1,000,001 - $5,000,000 | 7269bd5f | |
| 70 | 2020-11-20 | — | Acumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (South San Francisco, CA) Description: Drug Discovery | Purchase | Self | $50,001 - $100,000 | 8a358a66 | |
| 71 | 2020-11-16 | — | EB 480 Sprague, LLC Company: EB 480 Sprague, LLC (Dedham, MA) Description: Real Estate | Sale (Full) | Self | $1,000,001 - $5,000,000 | 8a358a66 | |
| 72 | 2020-10-27 | — | EMSG LLC Company: EMSG LLC (Rockville, MD) Description: Secured Debt | Sale (Full) | Self | $1,000,001 - $5,000,000 | 83fef034 | |
| 73 | 2020-05-04 | — | BetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage | Purchase | Self | $250,001 - $500,000 | 4eedb755 | |
| 74 | 2020-04-22 | — | Revival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | Self | $250,001 - $500,000 | 69e82326 | |
| 75 | 2020-03-25 | — | Trilliant Networks, Inc. Company: Trilliant Networks, Inc. (Redwood City, CA) Description: Intelligent Network Solutions Company | Sale (Full) | Self | $1,001 - $15,000 | e2727dd9 | |
| 76 | 2020-03-09 | — | Revival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | Self | $250,001 - $500,000 | e2727dd9 | |
| 77 | 2020-02-05 | — | Revival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | Self | $250,001 - $500,000 | c8292431 | |
| 78 | 2020-01-16 | — | Revival LOC, LLC Company: Revival LOC, LLC (Springfield, NJ) Description: Line of Credit - Manufacturer | Purchase | Self | $500,001 - $1,000,000 | a1ef9953 | |
| 79 | 2019-11-15 | — | Acumen Pharmaceuticals, Inc. Company: Acumen Pharmaceuticals, Inc. (South San Francisco, CA) Description: Drug Discovery | Purchase | Self | $50,001 - $100,000 | d030c264 | |
| 80 | 2019-10-22 | — | Quadbridge HML Venture, LLC Company: Quadbridge HML Venture, LLC (Charlotte, NC) Description: Real Estate | Sale (Full) | Self | $500,001 - $1,000,000 | 845d7e7a | |
| 81 | 2019-09-06 | — | Snap + Style, Inc. Company: Snap + Style, Inc. (Washington, DC) Description: Online Fashion Advisory & Shopping Website | Purchase | Self | $50,001 - $100,000 | 9eed67f0 | |
| 82 | 2019-07-03 | — | Hawthorne EB North Rivers, LLC Company: Hawthorne EB North Rivers, LLC/The Promenade Northwoods (North Charleston, SC) Description: Real Estate | Sale (Full) | Self | $500,001 - $1,000,000 | 85a752ed | |
| 83 | 2019-02-20 | ZAYO | Zayo Group Holdings, Inc. | Sale (Full) | Self | $250,001 - $500,000 | c008dcd7 | |
| 84 | 2019-02-19 | ZAYO | Zayo Group Holdings, Inc. | Sale (Partial) | Self | $500,001 - $1,000,000 | c008dcd7 | |
| 85 | 2019-02-19 | CHTR | Charter Communications, Inc. | Sale (Full) | Self | $1,000,001 - $5,000,000 | c008dcd7 | |
| 86 | 2018-12-24 | — | Nexamp, Inc. Company: Nexamp, Inc. (Andover, MA) Description: Clean Technology | Sale (Full) | Spouse | $1,001 - $15,000 | 99fb1227 | |
| 87 | 2018-12-24 | — | Nexamp, Inc. Company: Nexamp, Inc. (North Andover, MA) Description: Clean Technology | Sale (Full) | Self | $1,001 - $15,000 | 99fb1227 | |
| 88 | 2018-12-19 | — | RideCharge, Inc. Company: RideCharge, Inc. (Alexandria, VA) Description: Software Company | Sale (Full) | Self | $250,001 - $500,000 | 99fb1227 | |
| 89 | 2018-12-07 | — | Norweigan Crystal AS Company: Norweigan Crystal AS (Oslo, Norway) Description: Private Equity - Manufacturing of solar panels | Purchase | Self | $50,001 - $100,000 | 99fb1227 | |
| 90 | 2018-09-07 | — | Snap + Style, Inc. Company: Snap + Style, Inc. (Washington, DC) Description: Online Fashion Advisory & Shopping Website | Purchase | Self | $50,001 - $100,000 | 2a44cb08 | |
| 91 | 2018-03-07 | — | BetterCloud Company: BetterCloud (New York, NY) Description: Cloud Storage Company | Purchase | Self | $100,001 - $250,000 | 9fa88d3e | |
| 92 | 2018-01-24 | — | NationsBuilders Insurance Services, Inc. Company: SunTX NBIS Holdings, L.P. (Dallas, TX) Description: Insurance Company | Sale (Partial) | Spouse | $1,001 - $15,000 | 42cc8ae3 | |
| 93 | 2018-01-24 | — | NationsBuilders Insurance Services, Inc. Company: SunTX NBIS Holdings, L.P. (Dallas, TX) Description: Insurance Company | Sale (Partial) | Self | $1,001 - $15,000 | 42cc8ae3 | |
| 94 | 2018-01-24 | — | NationsBuilders Insurance Services, Inc. Company: SunTX NBIS Holdings, L.P. (Dallas, TX) Description: Insurance Company | Sale (Partial) | Self | $100,001 - $250,000 | 42cc8ae3 | |
| 95 | 2018-01-11 | — | euNetworks Group Limited Company: euNetworks Group Limited (London) Description: European communications infrastructure platform | Purchase | Self | $1,000,001 - $5,000,000 | 42cc8ae3 | |
| 96 | 2017-12-07 | — | HCEB Ballantyne, LLC Company: HCEB Ballantyne, LLC (Englewood, CO) Description: Real Estate | Sale (Full) | Self | $100,001 - $250,000 | 52d46415 | |
| 97 | 2017-11-06 | HALO | Halozyme Therapeutics, Inc. | Sale (Full) | Self | $500,001 - $1,000,000 | d94f6136 | |
| 98 | 2017-10-20 | — | Accela, Inc. Company: Accela, Inc. (San Ramon, CA) Description: Software Company | Sale (Full) | Spouse | $1,001 - $15,000 | e0a8aa1c | |
| 99 | 2017-10-20 | — | Accela, Inc. Company: Accela, Inc. (San Ramon, CA) Description: Software Company | Sale (Full) | Self | $1,001 - $15,000 | e0a8aa1c | |
| 100 | 2017-10-20 | — | Spirus Medical, Inc. Company: Spirus Medical, Inc. (Bridgewater, MA) Description: Medical Devices | Sale (Full) | Spouse | $1,001 - $15,000 | e0a8aa1c | |
| 101 | 2017-10-20 | — | Spirus Medical, Inc. Company: Spirus Medical, Inc. (Bridgewater, MA) Description: Medical Devices | Sale (Full) | Self | $1,001 - $15,000 | e0a8aa1c | |
| 102 | 2017-10-18 | XON | Intrexon Corporation | Sale (Partial) | Self | $1,000,001 - $5,000,000 | e0a8aa1c | |
| 103 | 2017-10-18 | ZIOP | ZIOPHARM Oncology, Inc. | Sale (Full) | Self | $250,001 - $500,000 | e0a8aa1c | |
| 104 | 2017-06-02 | — | OmniEarth, Inc. Company: OmniEarth, Inc. (Arlington, VA) Description: Software Company | Sale (Full) | Spouse | $1,001 - $15,000 | 47c97854 | |
| 105 | 2017-06-02 | — | OmniEarth, Inc. Company: OmniEarth, Inc. (Arlington, VA) Description: Software Company | Sale (Full) | Self | $1,001 - $15,000 | 47c97854 | |
