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Periodic Transaction Report for 05/28/2026
Mr. David H McCormick (McCormick, David H.)
Filed 05/28/2026 @ 9:14 PM
The following statements were checked before filing:
Transactions
- (37 transactions total)
- 2 Self
- 0 Joint
- 35 Spouse
- 0 Dependent Child
| # | Transaction Date | Owner | Ticker | Asset Name | Asset Type | Type | Amount | Comment |
|---|---|---|---|---|---|---|---|---|
| 37 | 05/08/2026 | Self | -- |
PHILADELPHIA PA ARPT REV BDS SER. 2025B
Rate/Coupon: 5%
Matures: 2055-07-01 |
Municipal Security | Purchase | $500,001 - $1,000,000 | -- |
| 36 | 05/06/2026 | Self | -- |
CUMBERLAND VALLEY PA SCH DIST GEN OBLIG
Rate/Coupon: 5%
Matures: 2053-11-15 |
Municipal Security | Purchase | $500,001 - $1,000,000 | -- |
| 35 | 05/20/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $50,001 - $100,000 | -- |
| 34 | 05/20/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 33 | 05/19/2026 | Spouse | -- | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 32 | 05/18/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 31 | 05/18/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 30 | 05/13/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 29 | 05/13/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 28 | 05/12/2026 | Spouse | -- | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 27 | 05/12/2026 | Spouse | -- | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 26 | 05/11/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 25 | 05/11/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 24 | 05/06/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 23 | 05/06/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 22 | 05/06/2026 | Spouse | -- |
NORRISTOWN PA AREA SCH DIST GO
Rate/Coupon: 5%
Matures: 2034-10-01 |
Municipal Security | Purchase | $250,001 - $500,000 | -- |
| 21 | 05/06/2026 | Spouse | -- |
ENERGY NORTHWEST WASH ELEC REV
Rate/Coupon: 5%
Matures: 2034-07-01 |
Municipal Security | Sale (Full) | $100,001 - $250,000 | -- |
| 20 | 05/05/2026 | Spouse | -- | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 19 | 05/05/2026 | Spouse | -- | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 18 | 05/04/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 17 | 05/04/2026 | Spouse | -- | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |
| 16 | 04/30/2026 | Spouse | -- |
POTTSVILLE PA HOSP AUTH HOSP REV
Rate/Coupon: 5%
Matures: 2041-07-01 |
Municipal Security | Sale (Partial) | $50,001 - $100,000 | -- |
| 15 | 04/30/2026 | Spouse | -- |
SPRINGFIELD TWP SCH DIST PA GO
Rate/Coupon: 5%
Matures: 2030-11-15 |
Municipal Security | Sale (Partial) | $15,001 - $50,000 | -- |
| 14 | 04/30/2026 | Spouse | -- |
PENNSYLVANIA ST TPK COMMN TPK REV
Rate/Coupon: 5%
Matures: 2027-12-01 |
Municipal Security | Sale (Full) | $250,001 - $500,000 | -- |
| 13 | 04/30/2026 | Spouse | -- |
UNIV PITTSBURGH OF THE COMWLTH REV
Rate/Coupon: 5%
Matures: 2032-04-15 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 12 | 04/30/2026 | Spouse | -- |
PHILADELPHIA PA AUTH FOR INDL REV
Rate/Coupon: 5%
Matures: 2031-12-01 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 11 | 04/30/2026 | Spouse | -- |
PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2033-08-15 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 10 | 04/30/2026 | Spouse | -- |
ALVIN TEX INDPT SCH DIST GO
Rate/Coupon: 5%
Matures: 2035-02-15 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 9 | 04/30/2026 | Spouse | -- |
ALLEGHENY CNTY HIGHER ED BLDG REV
Rate/Coupon: 5%
Matures: 2032-02-01 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 8 | 04/30/2026 | Spouse | -- |
PENNSYLVANIA ST HIGHER EDL REV
Rate/Coupon: 4%
Matures: 2031-06-15 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 7 | 04/30/2026 | Spouse | -- |
PENNSYLVANIA ST TPK COMMN REV
Rate/Coupon: 5.25%
Matures: 2030-07-15 |
Municipal Security | Sale (Partial) | $50,001 - $100,000 | -- |
| 6 | 04/30/2026 | Spouse | -- |
WASHINGTON ST GO
Rate/Coupon: 5%
Matures: 2033-02-01 |
Municipal Security | Sale (Partial) | $15,001 - $50,000 | -- |
| 5 | 04/30/2026 | Spouse | -- |
NORTHAMPTON CNTY PA GEN PURP A REV
Rate/Coupon: 5%
Matures: 2034-11-15 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 4 | 04/30/2026 | Spouse | -- |
CORPUS CHRISTI TEX UTIL SYS REV
Rate/Coupon: 5%
Matures: 2029-07-15 |
Municipal Security | Sale (Partial) | $100,001 - $250,000 | -- |
| 3 | 04/30/2026 | Spouse | -- |
PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2034-04-01 |
Municipal Security | Sale (Partial) | $250,001 - $500,000 | -- |
| 2 | 04/30/2026 | Spouse | -- |
SOUTHCENTRAL PA GEN AUTH REV
Rate/Coupon: 5%
Matures: 2029-06-01 |
Municipal Security | Sale (Full) | $500,001 - $1,000,000 | -- |
| 1 | 04/28/2026 | Spouse | -- | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Purchase | $100,001 - $250,000 | -- |