26 disclosed transactions, 2024-12-06 → 2026-02-13.
| Date | Asset | Ticker | Type | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-02-13 | Alliance Resource Partners, L.P. - | ARLP | Buy | $1K – $15K | PDF ↗ |
| 2026-01-12 | Public Storage Common Stock | PSA | Sell | $1K – $15K | PDF ↗ |
| 2025-12-30 | Ellington Financial Inc. Common | EFC | Buy | $1K – $15K | PDF ↗ |
| 2025-11-19 | Hercules Capital, Inc. Common Stock | HTGC | Buy | $1K – $15K | PDF ↗ |
| 2025-11-17 | Alliance Resource Partners, L.P. - | ARLP | Buy | $1K – $15K | PDF ↗ |
| 2025-11-14 | Alliance Resource Partners, L.P. - | ARLP | Buy | $1K – $15K | PDF ↗ |
| 2025-09-30 | Ellington Financial Inc. 7.00% Series | — | Buy | $1K – $15K | PDF ↗ |
| 2025-09-25 | Alliance Resource Partners, L.P. - | ARLP | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-08-19 | Hercules Capital, Inc. Common Stock | HTGC | Buy | $1K – $15K | PDF ↗ |
| 2025-08-14 | Alliance Resource Partners, L.P. - | ARLP | Buy | $1K – $15K | PDF ↗ |
| 2025-06-30 | Ellington Financial Inc. Common | EFC | Buy | $1K – $15K | PDF ↗ |
| 2025-06-24 | Bristol-Myers Squibb Company | BMY | Sell | $1K – $15K | PDF ↗ |
| 2025-05-20 | Hercules Capital, Inc. Common Stock | HTGC | Buy | $1K – $15K | PDF ↗ |
| 2025-05-15 | Alliance Resource Partners, L.P. - | ARLP | Buy | $1K – $15K | PDF ↗ |
| 2025-03-31 | Ellington Financial Inc. Common | EFC | Buy | $1K – $15K | PDF ↗ |
| 2025-03-05 | Hercules Capital, Inc. Common Stock | HTGC | Buy | $1K – $15K | PDF ↗ |
| 2025-02-19 | Energy Transfer LP Common Units | ET | Buy | $1K – $15K | PDF ↗ |
| 2025-02-14 | Alliance Resource Partners, L.P. - | ARLP | Buy | $1K – $15K | PDF ↗ |
| 2024-12-30 | Ellington Financial Inc. 7.00% Series | — | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | Public Storage Common Stock | PSA | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | Johnson & Johnson Common Stock | JNJ | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | Duke Energy Corporation | DUK | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | Bristol-Myers Squibb Company | BMY | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | Amgen Inc. - Common Stock | AMGN | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | American Electric Power Company, | AEP | Buy | $1K – $15K | PDF ↗ |
| 2024-12-06 | AbbVie Inc. Common Stock | ABBV | Buy | $1K – $15K | PDF ↗ |