“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-08-19 · later PTRs: 1 2 3 4 5 6 7 8 9
Estimated total: $157.3M–open-ended (some lines have no upper bound) across 240 positions.
Based on the annual report CY2025 and trades reported after it, Sen. David McCormick holds an estimated 240 positions worth $157.3M–open-ended (some lines have no upper bound) in total. The largest estimated holding is Bridgewater Equity Instrument ($50M–open-ended). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Bridgewater Equity Instrument | Stock | $50M–open-ended | Medium | Report |
| Colorado Ranch Investment Property | Real estate | $25M–$50M | High | Report |
| TeleSoft-3 LP | Private fund | $5M–$25M | High | Report |
| DC Residence | Real estate | $5M–$25M | High | Report |
| GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | $3.3M–$8M | Medium | Later trade |
| GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | $2.8M–$6.8M | Medium | Later trade |
| Stonebridge 2021 Access Fund LP | Private fund | $1.3M–$5.5M | High | Report |
| GSLC GSLC - GS Activebeta US Largecap ETF | Fund/ETF | $1M–open-ended | Medium | Report |
| Goldman Sachs | Cash | $1M–open-ended | Medium | Report |
| GSKPX | Fund/ETF | $1M–open-ended | Medium | Report |
| GS Restricted Stock Units | Stock | $1M–open-ended | Medium | Report |
| BDT Fund | Private fund | $1M–open-ended | Medium | Report |
| GADPX | Fund/ETF | $1M–open-ended | Medium | Report |
| Dynasty Trust Real Estate Investment | Real estate | $1M–$5M | High | Report |
| West Street Capital Partners VIII Employee Fund LP | Private fund | $1M–$5M | High | Report |
| Embree Net Lease Fund IV LP | Private fund | $1M–$5M | High | Report |
| BITB BITB - Bitwise Bitcoin ETF | Stock | $1M–$5M | High | Report |
| Breckenridge Municipal Bond SMA | Other | $1M–$5M | High | Report |
| ASW Fund | Private fund | $1M–$5M | High | Report |
| Bitwise Asset Management | Other | $1M–$5M | High | Report |
| Bedrock Learning/WOTR Inc. | Other | $1M–$5M | High | Report |
| CD-Emerson | Real estate | $1M–$5M | High | Report |
| Confluence Investment Real Estate | Real estate | $1M–$5M | High | Report |
| Oridian Capital Partners SPV I, L.P. | Private fund | $1M–$5M | High | Report |
| BSTT BLACKSTONE REAL ESTATE INCOME TRUST INC | Stock | $1M–$5M | Medium | Report |
| MACKAY MUNICIPAL OPPORTUNITIES ALLOCATION FUND B | Private fund | $1M–$5M | High | Report |
| Principal Residence | Real estate | $1M–$5M | High | Report |
| Rental & Investment Property | Other | $1M–$5M | High | Report |
| Working Farm/Residence/Rental | Real estate | $1M–$5M | High | Report |
| PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 06/1 | Stock | $1M–$5M | Medium | Later trade |
| WASHINGTON ST GO Rate/Coupon: 5% Matures: 02/01/2033 | Stock | $750K–$1.5M | Medium | Later trade |
| PENNSYLVANIA ST TPK COMMN TPK REV | Other | $650K–$1.4M | High | Report |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034 | Stock | $600K–$1.2M | Medium | Later trade |
| Stonebridge 2022 Access Fund | Private fund | $500K–$1M | High | Report |
| PPS Investors Employee LP | Private fund | $500K–$1M | High | Report |
| West Street Strategic Solutions Employee Fund I, LP | Private fund | $500K–$1M | High | Report |
| US Treasury Bonds | Other | $500K–$1M | High | Report |
| Embree Net Lease Fund II LP | Private fund | $500K–$1M | High | Report |
| Embree Net Lease Fund III LP | Private fund | $500K–$1M | High | Report |
| ALLENTOWN PA SCH DIST GO BDS SER. 2024 | Other | $500K–$1M | High | Report |
| ALLEGHENY CNTY PA GO BDS SER. C-80 | Other | $500K–$1M | High | Report |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR | Other | $500K–$1M | High | Report |
| PHILADELPHIA PA SCH DIST GO | Other | $500K–$1M | High | Report |
| CCFN Muncy Columbia Financial Corp | Stock | $500K–$1M | High | Report |
| PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5% Matures: 07/15 | Stock | $500K–$1M | Medium | Later trade |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2027 | Stock | $500K–$1M | Medium | Later trade |
| SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 06/01/ | Stock | $500K–$1M | Medium | Later trade |
| DL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 10/01/2 | Stock | $500K–$1M | Medium | Later trade |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2035 | Stock | $500K–$1M | Medium | Later trade |
| CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 07/ | Stock | $500K–$1M | Medium | Later trade |
| ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 02/15/2 | Stock | $500K–$1M | Medium | Later trade |
| POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 07 | Stock | $500K–$1M | Medium | Later trade |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 1 | Stock | $500K–$1M | Medium | Later trade |
| DALLAS TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 02/15/ | Stock | $500K–$1M | Medium | Later trade |
| PHILADELPHIA PA WTR & WASTEWTR REV BDS Rate/Coupon: 5.25% Ma | Stock | $500K–$1M | Medium | Later trade |
| CUMBERLAND VALLEY PA SCH DIST GEN OBLIG Rate/Coupon: 5% Matu | Stock | $500K–$1M | Medium | Later trade |
| PHILADELPHIA PA ARPT REV BDS SER. 2025B Rate/Coupon: 5% Matu | Stock | $500K–$1M | Medium | Later trade |
| ALLEGHENY CNTY PA GO BDS SER. C Rate/Coupon: 5% Matures: 205 | Stock | $500K–$1M | Medium | Later trade |
| PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matur | Stock | $500K–$1M | Medium | Later trade |
| BLUE OWL CR INCOME CORP SER B NOTE | Other | $500K–$1M | High | Report |
| OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09- | Stock | $350K–$935K | Medium | Later trade |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | Stock | $200K–$850K | Medium | Later trade |
| PENNSYLVANIA ST GO | Other | $315K–$800K | High | Report |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2 | Stock | $1–$800K | Medium | Later trade |
| UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: | Stock | $1–$800K | Medium | Later trade |
| CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 20 | Stock | $50K–$800K | Medium | Later trade |
| MARYLAND ST TRANSN AUTH TRANSN REV Rate/Coupon: 5% Matures: | Stock | $350K–$750K | Medium | Later trade |
| QQQ QQQ - Nasdaq QQQ Invesco ETF | Fund/ETF | $350K–$750K | High | Report |
| VIG VIG - Dividend Appreciation ETF Vanguard | Fund/ETF | $350K–$750K | High | Report |
| VUG VUG - Growth ETF Vanguard | Fund/ETF | $350K–$750K | High | Report |
| PUBLIC FIN AUTH WISCONSIN LEASE DEV REV REV BDS KU CAMPUS DE | Other | $350K–$750K | High | Report |
| CENTRAL BUCKS PA SCH DIST GO | Other | $350K–$750K | High | Report |
| SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030 | Stock | $0–$735K | Medium | Later trade |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | Stock | $0–$650K | Medium | Later trade |
| DBEF DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | Fund/ETF | $250K–$500K | High | Report |
| GTFPX | Fund/ETF | $250K–$500K | High | Report |
| PENNSYLVANIA ST GO JD GO BDS FIRST SER PRERE | Other | $250K–$500K | High | Report |
| GGNPX | Fund/ETF | $250K–$500K | High | Report |
| VWENX VWENX - Vanguard Wellington Fund Admiral Shares | Fund/ETF | $250K–$500K | High | Report |
| Aercap Ireland Capital Limited Note | Other | $250K–$500K | High | Report |
| ATI Note | Other | $250K–$500K | High | Report |
| ARCELORMITTAL SA LUXEMBOURG NOTE | Other | $250K–$500K | High | Report |
| BEAZER HOMES USA INC SER B NOTE | Other | $250K–$500K | High | Report |
| FIFTH THIRD BANCORP BOND PERPETUAL (Floating Rate) | Other | $250K–$500K | High | Report |
| FREEPORT MCMORAN INC NOTE | Other | $250K–$500K | High | Report |
| GENERAL MTRS FINL CO INC BOND PERPETUAL (Floating Rate) | Other | $250K–$500K | High | Report |
| HANOVER INS GROUP INC NOTE | Other | $250K–$500K | High | Report |
| BATH & BODY WORKS INC NOTE | Other | $250K–$500K | High | Report |
| LEGG MASON INC NOTE | Other | $250K–$500K | High | Report |
| TRI POINTE HOMES INC NOTE | Other | $250K–$500K | High | Report |
| ESSEX CONN GO BDS SER. 2017 | Other | $250K–$500K | High | Report |
| MILFORD CONN GO REF BDS SER. 2021 | Other | $250K–$500K | High | Report |
| UNIVERSITY CONN GO BDS SER. 2022 A | Other | $250K–$500K | High | Report |
| NAUGATUCK CONN CTFS PARTN COPS NAUGATUCK | Other | $250K–$500K | High | Report |
| VERMONT EDL & HEALTH BLDGS FING AGY REV | Other | $250K–$500K | High | Report |
| F&G ANNUITIES &LIFE INC SER B NOTE | Other | $250K–$500K | High | Report |
| RADIAN GROUP INC NOTE CALL MAKE WHOLE | Other | $250K–$500K | High | Report |
| FORD MOTOR CO NOTE | Other | $250K–$500K | High | Report |
| ALLY FINL INC NOTE | Other | $250K–$500K | High | Report |
| BROWN &BROWN INC NOTE CALL MAKE WHOLE | Other | $250K–$500K | High | Report |
| CAPITAL ONE FINANCIAL F/K/A DISCOVER FINL SVCS NOTE | Other | $250K–$500K | High | Report |
| PENNSYLVANIA ST HIGHER EDL FACS AUTH REV UNIVERSITY OF PENNS | Other | $250K–$500K | High | Report |
| MONTGOMERY CNTY PA HIGHER ED & HEALTH AUTH REV THOMAS JEFFER | Other | $250K–$500K | High | Report |
| ETHW ETHW - Bitwise Ethereum ETF | Stock | $250K–$500K | High | Report |
| LAZARD LLC NOTE | Other | $250K–$500K | High | Report |
| EVERSOURCE ENERGY SER BB NOTE | Other | $250K–$500K | High | Report |
| PILGRIMS PRIDE CORP NOTE | Other | $250K–$500K | High | Report |
| F&G ANNUITIES &LIFE INC NOTE | Other | $250K–$500K | High | Report |
| PHILADELPHIA PA SCH DIST GO REF BDS SER | Other | $250K–$500K | High | Report |
| PENNSYLVANIA ST TPK COMMN TPK REV MTR | Other | $250K–$500K | High | Report |
| CARLYLE SECURED LENDING INC NOTE | Other | $250K–$500K | High | Report |
| MCDONALDS CORP MTN CALL MAKE WHOLE | Other | $250K–$500K | High | Report |
| PHILLIPS 66 NOTE CALL MAKE WHOLE | Other | $250K–$500K | High | Report |
| ATHENE HOLDING LTD NOTE CALL MAKE WHOLE | Other | $250K–$500K | High | Report |
| PITTSBURGH & ALLEGHENY CNTY PA SPORTS & EXHIB AUTH REV | Other | $250K–$500K | High | Report |
| OCCIDENTAL PETE CORP NOTE | Other | $250K–$500K | High | Report |
| ARES CAPITAL CORP NOTE | Other | $250K–$500K | High | Report |
| KB HOME NOTE | Other | $250K–$500K | High | Report |
| GENERAL MILLS INC NOTE | Other | $250K–$500K | High | Report |
| MERCER CNTY PA GO BDS SER. 2025 | Other | $250K–$500K | High | Report |
| FOX CHAPEL PA AREA SCH DIST GO BDS SER. 2017 | Other | $250K–$500K | High | Report |
| PITTSBURGH PA GO BDS | Other | $250K–$500K | High | Report |
| EAST WHITELAND TWP PA GO | Other | $250K–$500K | High | Report |
| PENNSYLVANIA ST UNIV BDS | Other | $250K–$500K | High | Report |
| PITTSBURGH PA GO | Other | $250K–$500K | High | Report |
| HATBORO HORSHAM PA SCH DIST GO | Other | $250K–$500K | High | Report |
| HEMPFIELD PA AREA SCH DIST | Other | $250K–$500K | High | Report |
| DELAWARE CNTY PA GO | Other | $250K–$500K | High | Report |
| Performance Systems | Other | $250K–$500K | High | Report |
| Illumio | Other | $250K–$500K | High | Report |
| Rise of the Rest Seed Fund II | Private fund | $250K–$500K | High | Report |
| MARYLAND ST GO Rate/Coupon: 5% Matures: 08/01/2027 | Stock | $250K–$500K | Medium | Later trade |
| PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2035 | Stock | $250K–$500K | Medium | Later trade |
| NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 04/01/20 | Stock | $250K–$500K | Medium | Later trade |
| KING CNTY WASH DB Rate/Coupon: 5% Matures: 01/01/2032 | Stock | $250K–$500K | Medium | Later trade |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 1 | Stock | $250K–$500K | Medium | Later trade |
| PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 1 | Stock | $250K–$500K | Medium | Later trade |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 1 | Stock | $250K–$500K | Medium | Later trade |
| MERCER CNTY PA GO BDS Rate/Coupon: 5% Matures: 10/01/2054 | Stock | $250K–$500K | Medium | Later trade |
| UPPER DUBLIN PA SCH DIST GO Rate/Coupon: 4% Matures: 2032-05 | Stock | $250K–$500K | Medium | Later trade |
| ALLEGHENY CNTY PA ARPT AUTH ARPT REV Rate/Coupon: 5.5% Matur | Stock | $250K–$500K | Medium | Later trade |
| NORRISTOWN PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2034 | Stock | $250K–$500K | Medium | Later trade |
| ALLEGHENY CNTY PA SAN AUTH SWR REV BDS Rate/Coupon: 5% Matur | Stock | $250K–$500K | Medium | Later trade |
| POCONO MTN PA SCH DIST GEN OBLIG BDS Rate/Coupon: 5% Matures | Stock | $250K–$500K | Medium | Later trade |
| NORTHERN YORK CNTY PA SCH DIST GEN Rate/Coupon: 5.25% Mature | Stock | $250K–$500K | Medium | Later trade |
| MONTGOMERY CNTY PA INDL DEV REV | Other | $200K–$500K | High | Report |
| UNIV PITTSBURGH OF THE COMWLTH REV | Other | $200K–$500K | High | Report |
| ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2 | Stock | $0–$500K | Medium | Later trade |
| PARKLAND PA SCH DIST GO Rate/Coupon: 5% Matures: 2033-02-01 | Stock | $200K–$485K | Medium | Later trade |
| IJR IJR - iShares Core S&P Small-Cap | Fund/ETF | $150K–$350K | High | Report |
| NORTHAMPTON CNTY PA GEN PURP A REV | Other | $150K–$350K | High | Report |
| BSPGX BSPGX - Ishares S&P 500 Index Fund - Class G | Fund/ETF | $100K–$250K | High | Report |
| West Street Senior Credit Partners III Employee Fund | Private fund | $100K–$250K | High | Report |
| CLARKSVILLE TENN GO | Other | $100K–$250K | High | Report |
| ENERGY NORTHWEST WASH ELEC REV | Other | $100K–$250K | High | Report |
| GREATER LATROBE PA SCH AUTH REV | Other | $100K–$250K | High | Report |
| KING CNTY WASH SCH DIST NO 403 GO | Other | $100K–$250K | High | Report |
| MONROE CNTY PA HOSP AUTH REV | Other | $100K–$250K | High | Report |
| NEVADA ST GO | Other | $100K–$250K | High | Report |
| OHIO ST UNIV GEN RCPTS REV | Other | $100K–$250K | High | Report |
| OHIO ST WTR DEV AUTH WTR REV | Other | $100K–$250K | High | Report |
| PA ST TPK COMMN TPK REV | Other | $100K–$250K | High | Report |
| PENNSYLVANIA ST HIGHER EDL REV | Other | $100K–$250K | High | Report |
| PHILADELPHIA PA WTR & WASTEWTR REV | Other | $100K–$250K | High | Report |
| JEFFERIES GROUP INC BOND | Other | $100K–$250K | High | Report |
| ST JOSEPH CNTY INDIANA HOSP AUTH HOSP REV HOSP REV BDS BEACO | Other | $100K–$250K | High | Report |
| NEW YORK ST DORM AUTH ST PERS INCOME | Other | $100K–$250K | High | Report |
| PENNSYLVANIA ST GO BDS SER.2016 | Other | $100K–$250K | High | Report |
| PENNSYLVANIA ST TPK COMMN TPK REV BDS SER. 2018 A-2 | Other | $100K–$250K | High | Report |
| PHILADELPHIA PA GO BDS SER. 2019B | Other | $100K–$250K | High | Report |
| PENNSYLVANIA ST TPK COMMN TPK REV BDS | Other | $100K–$250K | High | Report |
| PHILADELPHIA PA GAS WKS REV BDS | Other | $100K–$250K | High | Report |
| PENNSYLVANIA ST UNIV BDS SER. 2024 | Other | $100K–$250K | High | Report |
| PENNSYLVANIA ECONOMIC DEV FING AUTH UPMC REV BDS | Other | $100K–$250K | High | Report |
| TREDYFFRIN-EASTTOWN PA SCH DIST GO | Other | $100K–$250K | High | Report |
| Fidelity Money Market | Cash | $100K–$250K | High | Report |
| Moonshots Capital | Private fund | $100K–$250K | High | Report |
| Big Buck LLC | Other | $100K–$250K | High | Report |
| DELAWARE VALLEY PA REGL FIN REV Rate/Coupon: 4% Matures: 03/ | Stock | $100K–$250K | Medium | Later trade |
| PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 1 | Stock | $100K–$250K | Medium | Later trade |
| WALLENPAUPACK PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 0 | Stock | $100K–$250K | Medium | Later trade |
| PENNSBURY PA SCH DIST GO Rate/Coupon: 5% Matures: 08/01/2027 | Stock | $100K–$250K | Medium | Later trade |
| PENNSYLVANIA INFRASTRUCTURE REV Rate/Coupon: 5% Matures: 01/ | Stock | $100K–$250K | Medium | Later trade |
| GS Managed Structured Note Strategy S&P Linked Note | Stock | $100K–$250K | Medium | Later trade |
| PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2 | Stock | $100K–$250K | Medium | Later trade |
| DGRW DGRW - WisdomTree U.S. Quality Dividend Growth Fund | Stock | $50K–$100K | High | Report |
| US Treasury | Other | $50K–$100K | High | Report |
| CARLISLE BORO PA GO JJ GO BDS | Other | $50K–$100K | High | Report |
| ALLEGHENY CNTY PA SAN AUTH SWR REV JD REV BDS 2020 | Other | $50K–$100K | High | Report |
| PITTSBURGH PA SCH DIST GO MS GO BDS 2019 | Other | $50K–$100K | High | Report |
| LOWER MERION PA SCH DIST GO MN GO BDS | Other | $50K–$100K | High | Report |
| PENNSYLVANIA ST GO MN GO BDS First Ser | Other | $50K–$100K | High | Report |
| SOUTHEASTERN PA TRANSN AUTH JD REV BDS 2022 | Other | $50K–$100K | High | Report |
| SWARTHMORE BORO AUTH PA REV MS COLLEGE | Other | $50K–$100K | High | Report |
| PENNSYLVANIA ST GO AO GO BDS FIRST 2022 | Other | $50K–$100K | High | Report |
| PENNSYLVANIA ST HIGHER EDL REV FA FACS AUTH | Other | $50K–$100K | High | Report |
| BUCKS CNTY PA CMNTY COLLEGE REV | Other | $50K–$100K | High | Report |
| ALLEGHENY CNTY PA ARPT AUTH REV | Other | $50K–$100K | High | Report |
| DAUPHIN CNTY PA GO MN GO BDS 2020 A UT | Other | $50K–$100K | High | Report |
| Catalio Nexus Fund 4 | Private fund | $50K–$100K | High | Report |
| WARRIOR RIVER ALABAMA WTR AUTH WTR REV BDS SER. 2019 | Other | $50K–$100K | High | Report |
| UNIVERSITY CONN GO BDS SER.2015A | Other | $50K–$100K | High | Report |
| DARIEN CONN GO BDS SER. 2020 | Other | $50K–$100K | High | Report |
| PENNSYLVANIA ST TPK COMMN OIL FRANCHISE TAX REV REV REF BDS | Other | $50K–$100K | High | Report |
| PENNSYLVANIA ST TPK COMMN TPK REV SUB BDS SER. 2017 A | Other | $50K–$100K | High | Report |
| PHILADELPHIA PA AUTH FOR INDL DEV CITY | Other | $50K–$100K | High | Report |
| UPPER UWCHLAN TWP PA GO Rate/Coupon: 4% Matures: 06/01/2033 | Stock | $50K–$100K | Medium | Later trade |
| FCASH FCASH - Fidelity | Cash | $15K–$50K | High | Report |
| FCASH- Fidelity | Cash | $15K–$50K | High | Report |
| BTMKX-Ishares MSCI EAFE International Index Fund - Cla | Fund/ETF | $15K–$50K | High | Report |
| SSHQX SSHQX - State Street Hedged International Developed Equi | Fund/ETF | $15K–$50K | High | Report |
| SPRING TWP PA GO BDS | Other | $15K–$50K | High | Report |
| PHILADELPHIA PA WTR & WASTEWTR REV MS REV SER B | Other | $15K–$50K | High | Report |
| LOWER MERION PA SCH DIST GO MN GO BDS 2021 | Other | $15K–$50K | High | Report |
| PENNSYLVANIA INFRASTRUCTURE REV JJ INVESTMENT AUTHORITY | Other | $15K–$50K | High | Report |
| DELAWARE RIV JT TOLL BRDG REV JJ COMMN | Other | $15K–$50K | High | Report |
| ARMSTRONG SCH DIST PA GO MS GO REF BDS 2019 A | Other | $15K–$50K | High | Report |
| PENNSYLVANIA ST GO MN GO BDS FIRST SER 2020 UT | Other | $15K–$50K | High | Report |
| MONTGOMERY CNTY PA GO JJ GO BDS 2019 A | Other | $15K–$50K | High | Report |
| PINE-RICHLAND SCH DIST PA GO MS GO UNLTD | Other | $15K–$50K | High | Report |
| CENTENNIAL SCH DIST BUCKS CNTY GO | Other | $15K–$50K | High | Report |
| PENNSYLVANIA INFRASTRUCTURE REV | Other | $15K–$50K | High | Report |
| PENNSYLVANIA ST UNIV REV | Other | $15K–$50K | High | Report |
| EASTON PA AREA SCH DIST GO | Other | $15K–$50K | High | Report |
| FXAIX FXAIX - Fidelity 500 Index Fund | Fund/ETF | $15K–$50K | High | Report |
| FSPSX FSPSX - Fidelity International Index Fund | Fund/ETF | $15K–$50K | High | Report |
| MPPP Special Situations Enhanced-Liquidity | Fund/ETF | $15K–$50K | High | Report |
| EAGLE MTN & SAGINAW TEX INDPT SCH DIST UNLTD TAX SCH BLDG BD | Other | $15K–$50K | High | Report |
| Citi Private Bank Account | Cash | $15K–$50K | High | Report |
| SmithEllis Inc. | Stock | $15K–$50K | High | Report |
| Merrill Lynch | Cash | $15K–$50K | High | Report |
| LOWER MERION TWP PA GO | Other | $2K–$30K | High | Report |
| CENTRAL DAUPHIN PA SCH DIST GO | Other | $1K–$15K | High | Report |
| CHESTER CNTY PA GO | Other | $1K–$15K | High | Report |
| HOLLIDAYSBURG PA AREA SCH DIST GO | Other | $1K–$15K | High | Report |
| LOWER MERION PA SCH DIST GO | Other | $1K–$15K | High | Report |
| UPPER MERION PA | Other | $1K–$15K | High | Report |
| MPPP Passive US Bonds | Fund/ETF | $1K–$15K | High | Report |
| StrataVision (Deep North) | Other | $1K–$15K | High | Report |
| Elemental Cognition | Other | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.