Mike Kelly

PA16Member22 filings53 transactions
#Date↓Ticker↕Asset↕Type↕Owner↕Amount↕DocID
12025-11-20—Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26SaleSP$50,001 - $100,00020033615
22025-11-19—Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51PurchaseSP$50,001 - $100,00020033615
32025-10-21—Maryland St Dept of Transport Ser B Rev 5% due 10/1/32PurchaseSP$50,001 - $100,00020033447
42025-10-17—Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26SaleSP$50,001 - $100,00020033447
52025-10-17—Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26Sale (partial)SP$15,001 - $50,00020033447
62025-09-30—Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27Sale (partial)SP$15,001 - $50,00020032254
72025-07-31—Volusia Cnty FL Eductnl Fac Au Embry Riddle 5% due 10/15/31PurchaseSP$15,001 - $50,00020030892
82025-07-17—Connecticut St Ser A Go 5% due 1/15/28SaleSP$15,001 - $50,00020030892
92025-07-01—Florida St Hsg Fin Corp Rev due 7/1/52Sale (partial)SP$1,001 - $15,00020030892
102025-06-20XUnited States Steel Corporation Common StockSaleSP$15,001 - $50,00020030639
112025-06-18HLMEXHarding Loevner Institutional EMSaleSP$100,001 - $250,00020030639
122025-06-12—California State GO Call 12/1/27 4% due 12/1/47Sale (partial)SP$1,001 - $15,00020030639
132025-06-03XUnited States Steel Corporation Common StockPurchaseSP$15,001 - $50,00020030639
142025-01-23—New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27Sale (partial)SP$50,001 - $100,00020026792
152025-01-22—Fairfax Cnty VA Ser A Go 5% due 10/01/32PurchaseSP$100,001 - $250,00020026792
162025-01-02—Florida St Heg Fin Corp Rev due 7/1/52Sale (partial)SP$1,001 - $15,00020026792
172024-12-27—Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31PurchaseSP$15,001 - $50,00020026550
182024-12-02—California St Go Call 12/1/27 4% due 12/1/47Sale (partial)SP$1,001 - $15,00020026550
192024-12-02—California St Go Call 12/1/27 4% due 12/1/47Sale (partial)SP$1,001 - $15,00020026380
202024-11-11—Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31PurchaseSP$50,001 - $100,00020026380
212024-11-08INTCIntel Corporation - Common StockSaleSP$1,001 - $15,00020026380
222024-11-08UNPUnion Pacific Corporation Common StockSaleSP$15,001 - $50,00020026380
232024-10-31—Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044SaleSP$100,001 - $250,00020026212
242024-09-23—Dallas-Fort Worth TX Internat I Dallas for Rev 5% due 11/1/2032PurchaseSP$50,001 - $100,00020026023
252024-08-28—Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044PurchaseSP$100,001 - $250,00020025773
262024-08-08—Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049PurchaseSP$50,001 - $100,00020025773
272024-07-31—Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25Sale (partial)JT$100,001 - $250,00020025660
282024-07-31—San Antonio TX Elec & Gas due 2/1/25SaleJT$100,001 - $250,00020025660
292024-07-31—Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25Sale (partial)SP$100,001 - $250,00020025661
302024-07-31—San Antonio TX Elec & Gas due 2/1/25SaleSP$100,001 - $250,00020025661
312024-07-01—Florida St Heg Fin Corp Rev due 7/1/52Sale (partial)SP$1,001 - $15,00020025660
322024-06-03—California St Go Call 12/01/2027 4% Due 1/1/2047Sale (partial)SP$1,001 - $15,00020025281
332024-04-12CVXChevron Corporation Common StockSaleSP$1,001 - $15,00020025280
342024-04-12METAMeta Platforms, Inc. - Class A Common StockSaleSP$1,001 - $15,00020025280
352024-04-12—T Rowe Pr Mid-Cap Value-ISaleSP$1,001 - $15,00020025280
362024-04-12UNHUnitedHealth Group Incorporated Common StockSaleSP$1,001 - $15,00020025280
372024-04-12—Vanguard International Value Fund #46SaleSP$1,001 - $15,00020025280
382024-04-12VZVerizon Communications Inc. Common StockSaleSP$1,001 - $15,00020025280
392024-04-11TAT&T Inc.SaleSP$1,001 - $15,00020025280
402024-04-11EWEdwards Lifesciences Corporation Common StockSaleSP$1,001 - $15,00020025280
412024-04-11USBU.S. Bancorp Common StockSaleSP$1,001 - $15,00020025280
422024-04-11—Vanguard Mid Cap ETFSale (partial)SP$15,001 - $50,00020025280
432024-03-28CLFCleveland-Cliffs Inc. Common StockPurchaseSP$50,001 - $100,00020025280
442024-02-21—New Jersey St 19 GO Emer GO 5% due 6/1/2028PurchaseSP$50,001 - $100,00020024654
452024-01-24—Connecticut St Hlth & Educ Ref Ser M Rev 5% Due 7/1/24SaleSP$100,001 - $250,00020024494
462024-01-01—Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52Sale (partial)SP$1,001 - $15,00020024494
472023-12-01—California St Go Call 12/01/2027 4% Due 1/1/2047SaleSP$1,001 - $15,00020024300
482023-11-07—Univ of Pittsburgh PA of the C Pitt Asset Rev Call 1/15/29 5%PurchaseSP$50,001 - $100,00020024120
492023-11-06—Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5%PurchaseSP$100,001 - $250,00020024120
502023-10-19—Wisconsin St Hlth & Eductn Ascension Rev 4% due 11/15/20233SaleSP$100,001 - $250,00020023960
512023-10-02—Florida St Brd of Edu Public E Capital OU GO 5% Due 6/1/204SaleSP$100,001 - $250,00020023960
522023-09-13—Maryland St State Go 5% due 6/1/31PurchaseSP$50,001 - $100,00020023829
532023-08-24—North Carolina St Turnpike Aut Bans Rev 5% due 2/1/24SaleSP$15,001 - $50,00020023670