14trades · $503.5K est.
0%
disclosed on time · 14 late, worst 46d over
$587.5Kest. assets · Termination
Since nomination
Nominee 278 (01/08/2021) vs TerminationDivested
2 positions · $450K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Investment Account (Sole Underlying Asset = Blackrock Stock (BLK)) | Other assets | — | $250K – $500K |
| BlackRock LifePath Index 2050 Fund | Employment assets | Self | $50K – $100K |
Held at termination
2 positions · $40.5K est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. bank (cash) | Other assets | — | $100K – $250K | $15K – $50K |
| U.S. brokerage money market account (cash) | Other assets | — | $100K – $250K | $1K – $15K |
New positions
10 positions · $547K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Nuveen Large Cap Responsible Equity Fund R6 Class | Spouse's assets | Spouse | $100K – $250K |
| Broad Impact portfolio | Other assets | — | $100K – $250K |
| IRC 403(B) Plan, defined benefit plan | Spouse's assets | Spouse | $50K – $100K |
| Vanguard Real Estate Index Fund Institutional Shares | Spouse's assets | Spouse | $15K – $50K |
| Vanguard Institutional Total Bond Market Index Trust | Spouse's assets | Spouse | $15K – $50K |
| Climate Impact Portfolio | Other assets | — | $15K – $50K |
| SPDR S&P 500 ETF Trust SPY | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Developed Markets Index Fund ETF Shares VEA | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Spouse's assets | Spouse | $1K – $15K |
| Alphabet, Inc. GOOG | Other assets | — | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| VWOB VanguardEmerging Markets Government Bond Index Fund ETF Shares | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| BGRN iShares Global Green Bond ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| EMB iSharesJPMorgan USDEmerging Markets Bond ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| TFI SPDRNuveen Bloomberg Barclays Municipal Bond ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| MUB iShares National Muni Bond ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| ESGE iShares ESG Aware MSCI EM ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| EEMX SPDR MSCIEmerging Markets Fossil Fuel Reserves Free ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| ESGD iShares ESG MSCI EAFE ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| CRBN iShares MSCI ACWI Low Carbon Target ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| VOTE Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF | Sell | $1K – $15K | Self | Sep 13, 2023 | 44d late filing ↗ |
| GOOG Alphabet, Inc. | Sell | $15K – $50K | Self | Sep 11, 2023 | 46d late filing ↗ |
| BLK BlackRock, Inc. | Sell | $250K – $500K | Self | Apr 21, 2021 | 37d late filing ↗ |
Asset holdings
Termination · filed —All positions
16 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| International Rescue Committee | Spouse | — | salary |
| IRA | Spouse | — | — |
| SPDR S&P 500 ETF Trust SPY | Spouse | $1K – $15K | — |
| Vanguard Developed Markets Index Fund ETF Shares VEA | Spouse | $1K – $15K | — |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Spouse | $1K – $15K | — |
| Google Vanguard 401(k) | Spouse | — | — |
| Nuveen Large Cap Responsible Equity Fund R6 Class | Spouse | $100K – $250K | — |
| Vanguard Real Estate Index Fund Institutional Shares | Spouse | $15K – $50K | — |
| Vanguard Institutional Total Bond Market Index Trust | Spouse | $15K – $50K | — |
| IRC 403(B) Plan, defined benefit plan | Spouse | $50K – $100K | — |
| U.S. brokerage money market account (cash) | — | $1K – $15K | — |
| U.S. bank (cash) | — | $15K – $50K | — |
| Betterment Account | — | — | Capital Gains Dividends · $2.5K – $5K |
| Climate Impact Portfolio | — | $15K – $50K | — |
| Broad Impact portfolio | — | $100K – $250K | — |
| Alphabet, Inc. GOOG | — | Under $1K | Capital Gains · $5K – $15K |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.