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Periodic Transaction Report for 06/26/2026

Mr. David H McCormick (McCormick, David H.)

Filed 06/26/2026 @ 11:29 PM


The following statements were checked before filing:

Transactions

  • (32 transactions total)
  • 1 Self
  • 0 Joint
  • 31 Spouse
  • 0 Dependent Child
List of transactions added to this report
# Transaction Date Owner Ticker Asset Name Asset Type Type Amount Comment
32 06/18/2026 Self -- ALLEGHENY CNTY PA SAN AUTH SWR REV BDS
Rate/Coupon: 5%
Matures: 2055-12-01
Municipal Security Purchase $250,001 - $500,000 --
31 06/02/2026 Spouse -- GS Managed Structured Note Strategy MSCI EAFE Linked Note Stock Purchase $100,001 - $250,000 --
30 05/27/2026 Spouse -- GS Managed Structured Note Strategy MSCI EAFE Linked Note Stock Purchase $100,001 - $250,000 --
29 05/26/2026 Spouse -- PENNSYLVANIA ST TPK COMMN TPK REV
Rate/Coupon: 5%
Matures: 2027-12-01
Municipal Security Sale (Partial) $250,001 - $500,000 --
28 05/26/2026 Spouse -- SPRINGFIELD TWP SCH DIST PA GO
Rate/Coupon: 5%
Matures: 2030-11-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
27 05/26/2026 Spouse -- PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2034-04-01
Municipal Security Sale (Partial) $100,001 - $250,000 --
26 05/26/2026 Spouse -- UNIV PITTSBURGH OF THE COMWLTH REV
Rate/Coupon: 5%
Matures: 2032-04-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
25 05/26/2026 Spouse -- NORTHAMPTON CNTY PA GEN PURP A REV
Rate/Coupon: 5%
Matures: 2034-11-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
24 05/26/2026 Spouse -- PENNSYLVANIA ST HIGHER EDL REV
Rate/Coupon: 4%
Matures: 2031-06-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
23 05/26/2026 Spouse -- CORPUS CHRISTI TEX UTIL SYS REV
Rate/Coupon: 5%
Matures: 2029-07-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
22 05/26/2026 Spouse -- PHILADELPHIA PA AUTH FOR INDL REV
Rate/Coupon: 5%
Matures: 2031-12-01
Municipal Security Sale (Partial) $100,001 - $250,000 --
21 05/26/2026 Spouse -- PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2027-08-15
Municipal Security Sale (Full) $500,001 - $1,000,000 --
20 05/26/2026 Spouse -- PENNSYLVANIA ST TPK COMMN REV
Rate/Coupon: 5.25%
Matures: 2030-07-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
19 05/26/2026 Spouse -- PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2033-08-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
18 05/26/2026 Spouse -- WASHINGTON ST GO
Rate/Coupon: 5%
Matures: 2033-02-01
Municipal Security Sale (Partial) $100,001 - $250,000 --
17 05/26/2026 Spouse -- ALVIN TEX INDPT SCH DIST GO
Rate/Coupon: 5%
Matures: 2035-02-15
Municipal Security Sale (Partial) $100,001 - $250,000 --
16 05/26/2026 Spouse -- CHESTER CNTY PA SCH AUTH SCH REV
Rate/Coupon: 5%
Matures: 2027-03-01
Municipal Security Sale (Partial) $50,001 - $100,000 --
15 05/26/2026 Spouse -- ALLEGHENY CNTY HIGHER ED BLDG REV
Rate/Coupon: 5%
Matures: 2032-02-01
Municipal Security Sale (Partial) $100,001 - $250,000 --
14 05/26/2026 Spouse -- MONTGOMERY CNTY PA INDL DEV REV
Rate/Coupon: 5%
Matures: 2028-12-01
Municipal Security Sale (Full) $100,001 - $250,000 --
13 05/26/2026 Spouse -- PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2034-04-01
Municipal Security Sale (Full) $100,001 - $250,000 --
12 05/26/2026 Spouse -- NORTHAMPTON CNTY PA GEN PURP A REV
Rate/Coupon: 5%
Matures: 2034-11-15
Municipal Security Sale (Full) $100,001 - $250,000 --
11 05/26/2026 Spouse -- NEVADA ST GO
Rate/Coupon: 5%
Matures: 2031-05-01
Municipal Security Sale (Full) $50,001 - $100,000 --
10 05/26/2026 Spouse -- MARYLAND ST GO
Rate/Coupon: 5%
Matures: 2027-08-01
Municipal Security Sale (Full) $250,001 - $500,000 --
9 05/26/2026 Spouse -- PARKLAND PA SCH DIST GO
Rate/Coupon: 5%
Matures: 2033-02-01
Municipal Security Sale (Partial) $15,001 - $50,000 --
8 05/26/2026 Spouse -- PENNSYLVANIA INFRASTRUCTURE REV
Rate/Coupon: 5%
Matures: 2028-01-15
Municipal Security Sale (Full) $15,001 - $50,000 --
7 05/26/2026 Spouse -- KING CNTY WASH SCH DIST NO 403 GO
Rate/Coupon: 5%
Matures: 2030-12-01
Municipal Security Sale (Full) $100,001 - $250,000 --
6 05/26/2026 Spouse -- PENNSYLVANIA INFRASTRUCTURE REV
Rate/Coupon: 5%
Matures: 2027-01-15
Municipal Security Sale (Full) $100,001 - $250,000 --
5 05/26/2026 Spouse -- WASHINGTON ST GO
Rate/Coupon: 5%
Matures: 2033-12-01
Municipal Security Sale (Partial) $50,001 - $100,000 --
4 05/26/2026 Spouse -- PENNSYLVANIA ST TPK COMMN TPK REV
Rate/Coupon: 5%
Matures: 2029-12-01
Municipal Security Sale (Partial) $50,001 - $100,000 --
3 05/26/2026 Spouse -- NEW GLARUS WIS SCH DIST GO
Rate/Coupon: 5%
Matures: 2028-04-01
Municipal Security Sale (Full) $250,001 - $500,000 --
2 05/26/2026 Spouse -- KING CNTY WASH DB
Rate/Coupon: 5%
Matures: 2032-01-01
Municipal Security Sale (Partial) $15,001 - $50,000 --
1 05/26/2026 Spouse -- PENNSYLVANIA ST GO
Rate/Coupon: 5%
Matures: 2035-04-01
Municipal Security Sale (Partial) $50,001 - $100,000 --