Shailen Bhatt
EMC Equity, Convertible Note × 1 Flow Labs Vested Stock Options × 1 Spoke Safety, Simple Agreement for Future Equity (SAFE) × 1 Spoke Safety Vested Common Units × 1 Zuul Vested Stock Options × 1 view in graph
5trades · $156K est.
100%
disclosed on time
$2Mest. assets · Annual (2024)
Since nomination
Nominee 278 (08/22/2022) vs Annual (2024)Divested
7 positions · $306K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Spoke Safety (bike safety start-up), 2,500 common units granted valuation of $0.0003125 per unit | Employment assets | Self | $50K – $100K |
| EMC Equity, convertible note (Recycled binder material startup) | Employment assets | Self | $50K – $100K |
| AECOM, unvested restricted stock units | Employment assets | Self | $50K – $100K |
| Flow Labs, vested stock options (AI Traffic Management startup) | Employment assets | Self | $15K – $50K |
| Spoke Safety, Simple Agreement for Future Equity (SAFE) investment interest | Employment assets | Self | $15K – $50K |
| ZUUL IOT, vested stock options (cyber security startup) | Employment assets | Self | $1K – $15K |
| Aurora Tech, board fees receivable | Employment assets | Self | $1K – $15K |
Still holds
45 positions · $2M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential Real Estate, Washington, DC | Other assets | — | $250K – $500K | $250K – $500K |
| Residential Real Estate, Lexington Park, MD | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Residential Real Estate, Lexington Park, MD | Other assets | — | $100K – $250K | $100K – $250K |
| Residential Real Estate, Troy, MI | Other assets | — | $100K – $250K | $100K – $250K |
| US Bank (Cash) | Other assets | — | $100K – $250K | $100K – $250K |
| PIMCO Short-Term Fund Class R Shares PTSRX | Employment assets | Self | $50K – $100K | $50K – $100K |
| American Funds 2040 Target Date Retirement Fund Class R6 Shs RFGTX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Principal LifeTime 2040 R3 Fund | Employment assets | Self | $15K – $50K | $15K – $50K |
| PERAdvantage 2055 Fund | Employment assets | Self | $15K – $50K | $15K – $50K |
| PERAdvantage International Stock Fund | Employment assets | Self | $15K – $50K | $15K – $50K |
| PERAdvantage US Large Cap Stock Fund | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| RASA (Indian fast casual restaurant) investment | Other assets | — | $15K – $50K | $15K – $50K |
| Roth IRA: U.S. brokerage cash account | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Target Retirement Trust Select 2035 Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| american funds growth fund of America R3 Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| Principal Large Cap S&P 500 Index R3 Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| Principal SmallCap S&P 600 Index R3 Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| PERAdvantage Real Return Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
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 |
|---|---|---|---|---|---|
| Spoke Safety Vested Common Units | Sell | $50K – $100K | Self | Mar 6, 2023 | filing ↗ |
| Spoke Safety, Simple Agreement for Future Equity (SAFE) | Sell | $15K – $50K | Self | Mar 6, 2023 | filing ↗ |
| Zuul Vested Stock Options | Sell | $1K – $15K | Self | Mar 5, 2023 | filing ↗ |
| Flow Labs Vested Stock Options | Sell | $1K – $15K | Self | Mar 5, 2023 | filing ↗ |
| EMC Equity, Convertible Note | Sell | $15K – $50K | Self | Mar 5, 2023 | filing ↗ |
Asset holdings
Annual (2024) · filed —All positions
56 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Roth IRA: U.S. brokerage cash account | Self | $1K – $15K | — |
| AECOM 401(k) | Self | — | — |
| Vanguard Target Retirement Trust Select 2035 Fund | Self | $1K – $15K | — |
| ITS America 401K | Self | — | — |
| PIMCO Short-Term Fund Class R Shares PTSRX | Self | $50K – $100K | — |
| Principal LifeTime 2040 R3 Fund | Self | $15K – $50K | — |
| american funds growth fund of America R3 Fund | Self | $1K – $15K | — |
| Principal Large Cap S&P 500 Index R3 Fund | Self | $1K – $15K | — |
| Principal SmallCap S&P 600 Index R3 Fund | Self | $1K – $15K | — |
| State of Colorado Public Employees’ Retirement Association (PERA) – defined contribution plan | Self | — | — |
| PERAdvantage Real Return Fund | Self | $1K – $15K | — |
| PERAdvantage 2055 Fund | Self | $15K – $50K | — |
| PERAdvantage International Stock Fund | Self | $15K – $50K | — |
| PERAdvantage US Large Cap Stock Fund | Self | $15K – $50K | — |
| Delaware 457B Voya | Self | — | — |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Self | $100K – $250K | — |
| Roth IRA | Self | — | — |
| EXACT Sciences Corp. EXAS | Self | $1K – $15K | — |
| IRA #1 Fidelity | Self | — | — |
| Alps International Sector Dividend Dogs ETF IDOG | Self | $1K – $15K | — |
| Alps Sector Dividend Dogs ETF SDOG | Self | $1K – $15K | $201 – $1K |
| VOYA Financial 401(k) | Spouse | — | — |
| American Funds 2040 Target Date Retirement Fund Class R6 Shs RFGTX | Spouse | $50K – $100K | — |
| Detroit Public Schools Tax Sheltered Annuity Plan | Spouse | — | — |
| Great-West S&P Small Cap 600 Index Fund Investor Class Shares MXISX | Spouse | $1K – $15K | — |
| Victory RS Small Cap Growth A | Spouse | $1K – $15K | — |
| invesco mid cap growth A | Spouse | $1K – $15K | — |
| Federated Equity Income A | Spouse | Under $1K | — |
| Fidelity VIP Growth Portfolio VPGSX | Spouse | $1K – $15K | — |
| Invesco American Franchise Fund Class C Shares VAFCX | Spouse | $1K – $15K | — |
| Janus Forty T | Spouse | $1K – $15K | — |
| PIMCO Total Return ESG Fund Administrative Class Shares PRFAX | Spouse | $1K – $15K | — |
| Great-West Government Money Market Fund Investor Class Shares MXMXX | Spouse | $1K – $15K | — |
| Roth IRA Vanguard | Spouse | — | — |
| Vanguard Dividend Growth Fund Investor Shares VDIGX | Spouse | $1K – $15K | — |
| Vanguard Extended Market Index Fund Admiral Shares VEXAX | Spouse | $1K – $15K | — |
| Vanguard Real Estate Index Fund Admiral Shares VGSLX | Spouse | $1K – $15K | — |
| Vanguard High Dividend Yield Index Fund Admiral Class Shares VHYAX | Spouse | $1K – $15K | — |
| Vanguard Small-Cap Growth Index Fund Admiral Class Shares VSGAX | Spouse | $1K – $15K | — |
| Vanguard Total International Bond Index Fund Admiral Class Shares VTABX | Spouse | $1K – $15K | — |
| Vanguard Total International Stock Index Fund Admiral Shares VTIAX | Spouse | $1K – $15K | — |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Spouse | $15K – $50K | — |
| Vanguard Wellesley Income Fund Investor Shares VWINX | Spouse | $1K – $15K | — |
| Residential Real Estate, Washington, DC | — | $250K – $500K | Rent or Royalties · $1K – $2.5K |
| Residential Real Estate, Lexington Park, MD | — | $250K – $500K | Rent or Royalties · $5K – $15K |
| Residential Real Estate, Lexington Park, MD | — | $100K – $250K | Rent or Royalties · $201 – $1K |
| Residential Real Estate, Troy, MI | — | $100K – $250K | Rent or Royalties · $2.5K – $5K |
| US Bank (Cash) | — | $100K – $250K | Interest · $201 – $1K |
| RASA (Indian fast casual restaurant) investment | — | $15K – $50K | — |
| Coinbase Crytocurrency Account (underlying assets are below the reporting threshold) | — | $1K – $15K | — |
| DC 529 Plan | — | — | — |
| DC College Savings 2031 Portfolio | — | $1K – $15K | — |
| DC College Savings 2034 Portfolio | — | $1K – $15K | — |
| Michigan Education Savings Program | — | — | — |
| 7511 - 2032/2033 Enrollment Option | — | $1K – $15K | — |
| 7510 - 2034/2035 Enrollment Option | — | $1K – $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.