129trades · $1B est.
12%
disclosed on time · 113 late, worst 131d over
$630.4Mest. assets · Annual (2026)
Since nomination
Nominee 278 (02/24/2025) vs Annual (2026)Divested
6 positions · $21.2M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fiserv, Inc, unvested restricted stock units | Employment assets | Self | $5M – $25M |
| Fiserv Stock FI | Employment assets | Self | $1M – $5M |
| Fiserv Stock FI | Employment assets | Self | $1M – $5M |
| Citibank Cash Balance Pension Plan | Employment assets | Self | $100K – $250K |
| Fiserv Stock FI | Employment assets | Self | $15K – $50K |
| Note Receivable from Nate Roe Baseball Academy, LLC | Other assets | — | $15K – $50K |
Still holds
67 positions · $160.7M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| MyCareGorithm, LLC (a company to improve the patient experience through the use of technology.) | Other assets | — | $25M – $50M | $25M – $50M |
| Collectiblexchange LLC (sells sports memorabilia) | Employment assets | Self | $5M – $25M | $5M – $25M |
| Safer Sports Technologies LLC | Other assets | — | $5M – $25M | $5M – $25M |
| Commercial Rental property, Watchung, New Jersey | Other assets | — | $5M – $25M | $5M – $25M |
| Residential Rental Real Estate, Watchung, NJ | Other assets | — | $5M – $25M | $5M – $25M |
| Residential Rental Real Estate, PH1F-G, New York, New York | Other assets | — | $5M – $25M | $5M – $25M |
| Residential Rental Real Estate, Bachelor Gluch, Colorado | Other assets | — | $5M – $25M | $5M – $25M |
| US bank (cash) | Other assets | — | $1M – $5M | $1M – $5M |
| John Hancock Small Cap Index | Other assets | — | $1M – $5M | $1M – $5M |
| Alternative Packing Solutions LLC (sale and services of packaging and shipping supplies) | Other assets | — | $1M – $5M | $1M – $5M |
| Residential Rental Property, Mantoloking, NJ | Other assets | — | $1M – $5M | $1M – $5M |
| Residential Rental Property, Westfield, New Jersey | Other assets | — | $1M – $5M | $1M – $5M |
| Residential Rental Property, Emerald Isle, North Carolina | Other assets | — | $1M – $5M | $1M – $5M |
| Residential Rental Property, Atlantic Beach, North Carolina | Other assets | — | $1M – $5M | $1M – $5M |
| Residential Rental Real Estate, 19-B New York, New York | Other assets | — | $1M – $5M | $1M – $5M |
| Residential Rental Real Estate, 25F, New York, New York | Other assets | — | $1M – $5M | $1M – $5M |
| John Hancock 500 Index | Other assets | — | $500K – $1M | $500K – $1M |
| Residential Rental property, Montclair New Jersey | Other assets | — | $500K – $1M | $500K – $1M |
| Vacant Land, Watchung, New Jersey | Other assets | — | $500K – $1M | $500K – $1M |
| American Funds Growth Fund Class 2 | Other assets | — | $500K – $1M | $500K – $1M |
| John Hancock Total Stock Market index | Other assets | — | $250K – $500K | $250K – $500K |
| America Funds Growth-Income Fund | Other assets | — | $250K – $500K | $250K – $500K |
| DWS Equity 500 Index VIP Class A | Other assets | — | $250K – $500K | $250K – $500K |
| AMF Global Growth C2 | Other assets | — | $250K – $500K | $250K – $500K |
| John Hancock Disciplined Value Emerging Market | Other assets | — | $100K – $250K | $100K – $250K |
| John Hancock Global Equity Fund | Other assets | — | $100K – $250K | $100K – $250K |
| John Hancock Funds II Real Estate Securities Fund Class 1 Shares JIREX | Other assets | — | $100K – $250K | $100K – $250K |
| KKR Global Infrastructure Investors IV SBS (Unlev) LP | Other assets | — | $100K – $250K | $100K – $250K |
| American Funds Global Small Capitalization Fund Class 2 | Other assets | — | $100K – $250K | $100K – $250K |
| American Funds International Fund Class 2 | Other assets | — | $100K – $250K | $100K – $250K |
| LVIP Macquarie U.S. REIT Fund-Standard Class | Other assets | — | $100K – $250K | $100K – $250K |
| PGIM Jennison Focused Growth A | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| John Hancock High Yield Fund Class I Shares JYHIX | Other assets | — | $50K – $100K | $50K – $100K |
| John Hancock Strategic Income Opportunities | Other assets | — | $50K – $100K | $50K – $100K |
| KKR Dislocation Opportunities (Domestic) Feeder LP | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Growth Index | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| John Hancock Core Bond Fund | Other assets | — | $15K – $50K | $15K – $50K |
| John Hancock Funds II Opportunistic Fixed Income Fund Class 1 Shares JIGDX | Other assets | — | $15K – $50K | $15K – $50K |
| KKR Lending Partners Europe II Feeder LP | Other assets | — | $15K – $50K | $15K – $50K |
| Interactive Audience Participation, LLC (holds filer's patents) | Employment assets | Self | $1K – $15K | $1K – $15K |
| PE Premier KKR Energy Income & Growth/Real Estate Onshore Feeder Fund LP (Invests in oil and gas assets, midstream infrastructure, and mineral and royalty interests)) | Other assets | — | $1K – $15K | $1K – $15K |
| TRG Growth Partnership, a private equity fund, (purchase companies, mature and sell at a profit.) | Other assets | — | $1K – $15K | $1K – $15K |
| Fiserv, Inc | Employment assets | Self | Over $50M | Under $1K |
| Fiserv, Inc. (FI) Performance Equity Grants | Employment assets | Self | Over $50M | Under $1K |
| Fiserv, Inc. FISV | Other assets | — | Over $50M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | Over $50M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | $25M – $50M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | $5M – $25M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | $5M – $25M | Under $1K |
| Fiserv, Inc. FISV | Other assets | — | $5M – $25M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | $5M – $25M | Under $1K |
| Fiserv Stock FI | Employment assets | Self | $1M – $5M | Under $1K |
| KKR NGT Growth Fund II SBS (Unlev) LP | Other assets | — | $1M – $5M | Under $1K |
| Note Receivable from MAH Realty Management, LLC | Other assets | — | $1M – $5M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | $1M – $5M | Under $1K |
| Fiserv, Inc. FI | Other assets | — | $1M – $5M | Under $1K |
| Residential Rental Real Estate, 6-H New York, New York | Other assets | — | $500K – $1M | Under $1K |
| Vanguard Target Retirement 2025 Trust Select | Employment assets | Self | $250K – $500K | Under $1K |
| KKR Global Impact Fund SBS (Unlev) LP | Other assets | — | $250K – $500K | Under $1K |
| ICONIQ Strategic Partners VI, LP | Other assets | — | $250K – $500K | Under $1K |
| Fiserv, Inc. FISV | Other assets | — | $250K – $500K | Under $1K |
| Humana, Inc. HUM | Other assets | — | $15K – $50K | Under $1K |
| Geosynfuels, LLC (Energy: development of low-cost biological processes for the production of advanced biofuels using agricultural waste). | Other assets | — | Under $1K | Under $1K |
| Mining Solutions Group LLC (winding down/defunked) | Other assets | — | Under $1K | Under $1K |
| Wood Solutions Group, LLC (winding down/defunked) | Other assets | — | Under $1K | Under $1K |
| MAHAA at Ocean Ridge, LLC | Other assets | — | $1M – $5M | $1M – $5M |
| 2020 Spousal Lifetime Access Trust (irrevocable) | Other assets | — | $5M – $25M | Under $1K |
New positions
61 positions · $469.7M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB | Other assets | — | Over $50M |
| Franklin New Jersey Tax-Free Income Fund Class A Shares FNJQX | Other assets | — | Over $50M |
| Invesco Oppenheimer Rochester New Jersey Muni Fd Class A Shs ONJAX | Other assets | — | Over $50M |
| Nuveen New Jersey Municipal Bond Fund Class A Shares NNJAX | Other assets | — | $25M – $50M |
| Nuveen Short Duration High Yield Municipal Bond Fund Class A Shares NVHAX | Other assets | — | $25M – $50M |
| TFB Aviation LLC | Other assets | — | $25M – $50M |
| Ludis Holdings LLC Convertible Note | Other assets | — | $5M – $25M |
| iShares 0-5 Year High Yield Corporate Bond ETF SHYG | Other assets | — | $5M – $25M |
| iShares Fallen Angels USD Bond ETF FALN | Other assets | — | $5M – $25M |
| Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF JAAA | Other assets | — | $5M – $25M |
| PGIM Ultra Short Bond ETF PULS | Other assets | — | $5M – $25M |
| Wells Fargo Short-Term High Yield Bond Fund Class A Shares SSTHX | Other assets | — | $5M – $25M |
| BrandywineGLOBAL - HIGH YIELD FUND Class A BGHAX | Other assets | — | $5M – $25M |
| PIMCO Income Fund Class A Shares PONAX | Other assets | — | $5M – $25M |
| ECCO - Multi-family real estate development; Elizabeth, NJ | Other assets | — | $1M – $5M |
| Willingboro Township NJ School District - 8/15/29 | Other assets | — | $1M – $5M |
| Sea Isle City NJ Government Bond 4% - 8/15/30 | Other assets | — | $1M – $5M |
| NJ State EDL FACS Auth. Rev (Princeton University) - 7/1/64 | Other assets | — | $1M – $5M |
| Port Authority NY & NJ Rev 5% - 10/15/2027 | Other assets | — | $1M – $5M |
| Seacaucus NJ Government Bond - 8/1/27 | Other assets | — | $1M – $5M |
| Wildwood Crest NJ Government Bond - 8/12/26 | Other assets | — | $1M – $5M |
| NJ State EDL Facs Auth Rev (Princeton Univ.) - 7/1/64 | Other assets | — | $1M – $5M |
| Egg Harbor Township NJ Government Bond - 8/6/26 | Other assets | — | $1M – $5M |
| North Wildwood NJ Government Bond - 7/15/29 | Other assets | — | $1M – $5M |
| Freehold Township NJ Board of Education Government Bond - 8/15/28 | Other assets | — | $1M – $5M |
| NJ State Government Bonds - 6/1/30 | Other assets | — | $1M – $5M |
| Parsippany Troy Hills Township NJ Government Bond - 8/15/29 | Other assets | — | $1M – $5M |
| New Jersey Transportation Trust Fund Authority - 6/15/46 | Other assets | — | $1M – $5M |
| Sea Isle City NJ Government Bond - 8/15/32 | Other assets | — | $1M – $5M |
| Washington Township NJ Gloucester Government Bond - 5/15/31 | Other assets | — | $1M – $5M |
| Secaucus NJ Government Bond - 8/1/30 | Other assets | — | $1M – $5M |
| Lawrence Township NJ School District Government Bond - 8/1/31 | Other assets | — | $1M – $5M |
| Lawrence Township NJ School District Government Bond - 8/1/32 | Other assets | — | $1M – $5M |
| North Wildwood NJ Government Bond - 7/15/33 | Other assets | — | $1M – $5M |
| NJ State Government Bonds - 6/1/31 | Other assets | — | $1M – $5M |
| NJ State EDL FACS Auth. Rev (Princeton University) - 7/1/33 | Other assets | — | $1M – $5M |
| NJ State Turnpike Authority Government Bond - 1/1/33 | Other assets | — | $1M – $5M |
| Freehold Township NJ Board of Education Government Bond - 8/15/33 | Other assets | — | $1M – $5M |
| Port Authority NY & NJ Rev 5% - 10/15/34 | Other assets | — | $1M – $5M |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $1M – $5M |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $1M – $5M |
| Sea Isle City NJ Government Bond 5% - 8/15/2027 | Other assets | — | $500K – $1M |
| Monmouth County NJ Import Authority Rev Government Bond - 3/13/26 | Other assets | — | $500K – $1M |
| Cranford Township NJ Board of Education Government Bond - 8/1/28 | Other assets | — | $500K – $1M |
| NJ State Turnpike Authority Government Bond - 5/1/29 | Other assets | — | $500K – $1M |
| Gloucester County NJ Impt. Authority Rev, 4/1/29 | Other assets | — | $500K – $1M |
| Gloucester Country NJ Import Authority Rev Government Bond - 4/1/32 - | Other assets | — | $500K – $1M |
| (cid:9)NEW JERSEY TRANSPORTATION TRUST FUND AUTHORITY - 6/15/48 | Other assets | — | $500K – $1M |
| Gloucester County NJ Import Authority Rev Government Bond - 4/1/28 | Other assets | — | $250K – $500K |
| Cash | Employment assets | Self | $100K – $250K |
| iShares Barclays 1-3 yr Treasury Bond SHY | Other assets | — | $100K – $250K |
| Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB | Other assets | — | $50K – $100K |
| iShares Broad USD High Yield Corporate Bond ETF USHY | Other assets | — | $15K – $50K |
| iShares National Muni Bond ETF MUB | Other assets | — | $15K – $50K |
| PGIM Jennison Focused Growth Fund Class A Shares SPFAX | Other assets | — | $15K – $50K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $15K – $50K |
| Vanguard Growth Index Fund Admiral Class Shares VIGAX | Other assets | — | $15K – $50K |
| Verizon Communications, Inc. VZ | Other assets | — | $1K – $15K |
| Fiserv, Inc, stock options (FI) vested | Employment assets | Self | Under $1K |
| Fiserv, Inc, restricted stock units | Employment assets | Self | Under $1K |
| Fiserv, Inc. FISV | Employment assets | Self | 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 |
|---|---|---|---|---|---|
| SPY SPDR S&P 500 ETF Trust | Buy | $50K – $100K | Self | Jun 16, 2026 | 7d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $500K – $1M | Self | Jun 16, 2026 | 7d late filing ↗ |
| HUM Humana, Inc. | Sell | $15K – $50K | Self | Dec 24, 2025 | 20d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Sell | $100K – $250K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Sell | $100K – $250K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Sell | $100K – $250K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Sell | $100K – $250K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Sell | $250K – $500K | Self | Dec 9, 2025 | 35d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Sell | $100K – $250K | Self | Dec 4, 2025 | 40d late filing ↗ |
| TRV The Travelers Companies, Inc. | Sell | $1K – $15K | Self | Aug 7, 2025 | 81d late filing ↗ |
| PULS PGIM Ultra Short Bond ETF | Buy | $500K – $1M | Self | Aug 4, 2025 | 84d late filing ↗ |
| NVHAX Nuveen Short Duration Hi Yld Muni Bd A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| JAAA Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $500K – $1M | Self | Aug 4, 2025 | 84d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | $5M – $25M | Self | Aug 4, 2025 | 84d late filing ↗ |
| FALN iShares Fallen Angels USD Bond ETF | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| BGHAX BrandywineGLOBAL - HIGH YIELD FUND Class A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| FNJQX Franklin NJ Tax Free Income A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| NNJAX Nuveen NJ Municipal Bond A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| PONAX PIMCO Income Fund Class A Shares | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| ONJAX Invesco New Jersey Municipal A | Buy | $5M – $25M | Self | Aug 4, 2025 | 84d late filing ↗ |
| SSTHX Allspring Short-Term Hi Inc A | Buy | $500K – $1M | Self | Aug 4, 2025 | 84d late filing ↗ |
| PULS PGIM Ultra Short Bond ETF | Buy | $500K – $1M | Self | Aug 4, 2025 | 84d late filing ↗ |
| NVHAX Nuveen Short Duration Hi Yld Muni Bd A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| JAAA Janus Henderson AAA CLO ETF | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $500K – $1M | Self | Aug 4, 2025 | 84d late filing ↗ |
| VTEB anguard Tax-Exempt Bond Index Fund ETF Shares | Buy | $5M – $25M | Self | Aug 4, 2025 | 84d late filing ↗ |
| FALN iShares Fallen Angels USD Bond ETF | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| BGHAX BrandywineGLOBAL - HIGH YIELD FUND Class A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| FNJQX Franklin NJ Tax Free Income A | Buy | $5M – $25M | Self | Aug 4, 2025 | 84d late filing ↗ |
| NNJAX Nuveen NJ Municipal Bond A | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| PONAX PIMCO Income Fund Class A Shares | Buy | $1M – $5M | Self | Aug 4, 2025 | 84d late filing ↗ |
| ONJAX Invesco New Jersey Municipal A | Buy | $5M – $25M | Self | Aug 4, 2025 | 84d late filing ↗ |
| SSTHX Allspring Short-Term Hi Inc A | Buy | $500K – $1M | Self | Aug 4, 2025 | 84d late filing ↗ |
| FISV Fiserv, Inc. | Sell | $15K – $50K | Self | Aug 1, 2025 | 87d late filing ↗ |
| PULS PGIM Ultra Short Bond ETF | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| NVHAX Nuveen Short Duration Hi Yld Muni Bd A | Buy | $5M – $25M | Self | Jul 25, 2025 | 94d late filing ↗ |
| JAAA Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | $5M – $25M | Self | Jul 25, 2025 | 94d late filing ↗ |
| FALN iShares Fallen Angels USD Bond ETF | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| BGHAX BrandywineGLOBAL High Yield A | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| FNJQX Franklin NJ Tax Free Income A | Buy | $5M – $25M | Self | Jul 25, 2025 | 94d late filing ↗ |
| NNJAX Nuveen NJ Municipal Bond A | Buy | $5M – $25M | Self | Jul 25, 2025 | 94d late filing ↗ |
| PONAX PIMCO Income Fund Class A Shares | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| ONJAX Invesco New Jersey Municipal A | Buy | $5M – $25M | Self | Jul 25, 2025 | 94d late filing ↗ |
| SSTHX Allspring Short-Term Hi Inc A | Buy | $1M – $5M | Self | Jul 25, 2025 | 94d late filing ↗ |
| PULS PGIM Ultra Short Bond ETF | Buy | $1M – $5M | Self | Jul 7, 2025 | 112d late filing ↗ |
| NVHAX Nuveen Short Duration Hi Yld Muni Bd A | Buy | $5M – $25M | Self | Jul 7, 2025 | 112d late filing ↗ |
| JAAA Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF | Buy | $1M – $5M | Self | Jul 7, 2025 | 112d late filing ↗ |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $1M – $5M | Self | Jul 7, 2025 | 112d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | $25M – $50M | Self | Jul 7, 2025 | 112d late filing ↗ |
| FALN iShares Fallen Angels USD Bond ETF | Buy | $1M – $5M | Self | Jul 7, 2025 | 112d late filing ↗ |
| BGHAX BrandywineGLOBAL High Yield A | Buy | $1M – $5M | Self | Jul 7, 2025 | 112d late filing ↗ |
| FNJQX Franklin NJ Tax Free Income A | Buy | $25M – $50M | Self | Jul 7, 2025 | 112d late filing ↗ |
| NNJAX Nuveen NJ Municipal Bond A | Buy | $5M – $25M | Self | Jul 7, 2025 | 112d late filing ↗ |
| PONAX PIMCO Income Fund Class A Shares | Buy | $5M – $25M | Self | Jul 7, 2025 | 112d late filing ↗ |
| ONJAX Invesco New Jersey Municipal A | Buy | $25M – $50M | Self | Jul 7, 2025 | 112d late filing ↗ |
| SSTHX Allspring Short-Term Hi Inc A | Buy | $1M – $5M | Self | Jul 7, 2025 | 112d late filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | Jul 1, 2025 | filing ↗ |
| Fiserv | Sell | $1M – $5M | Self | Jun 30, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | Jun 27, 2025 | filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | Jun 26, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | Jun 24, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | Jun 23, 2025 | filing ↗ |
| PULS PGIM Ultra Short Bond ETF | Buy | $1M – $5M | Self | Jun 23, 2025 | 126d late filing ↗ |
| NVHAX Nuveen Short Duration Hi Yld Muni Bd A | Buy | $5M – $25M | Self | Jun 23, 2025 | 126d late filing ↗ |
| JAAA Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF | Buy | $1M – $5M | Self | Jun 23, 2025 | 126d late filing ↗ |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | Buy | $1M – $5M | Self | Jun 23, 2025 | 126d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | $25M – $50M | Self | Jun 23, 2025 | 126d late filing ↗ |
| FALN iShares Fallen Angels USD Bond ETF | Buy | $1M – $5M | Self | Jun 23, 2025 | 126d late filing ↗ |
| BGHAX BrandywineGLOBAL High Yield A | Buy | $1M – $5M | Self | Jun 23, 2025 | 126d late filing ↗ |
| FNJQX Franklin NJ Tax Free Income A | Buy | $25M – $50M | Self | Jun 23, 2025 | 126d late filing ↗ |
| NNJAX Nuveen NJ Municipal Bond A | Buy | $5M – $25M | Self | Jun 23, 2025 | 126d late filing ↗ |
| PONAX PIMCO Income Fund Class A Shares | Buy | $5M – $25M | Self | Jun 23, 2025 | 126d late filing ↗ |
| ONJAX Invesco New Jersey Municipal A | Buy | $25M – $50M | Self | Jun 23, 2025 | 126d late filing ↗ |
| SSTHX Allspring Short-Term Hi Inc A | Buy | $1M – $5M | Self | Jun 23, 2025 | 126d late filing ↗ |
| Fiserv | Sell | $250K – $500K | Self | Jun 20, 2025 | filing ↗ |
| SHY iShares 1-3 Year Treasury Bond ETF | Buy | $100K – $250K | Self | Jun 18, 2025 | 131d late filing ↗ |
| USHY iShares Broad USD High Yield Corporate Bond ETF | Buy | $15K – $50K | Self | Jun 18, 2025 | 131d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | $50K – $100K | Self | Jun 18, 2025 | 131d late filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | $50K – $100K | Self | Jun 18, 2025 | 131d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Buy | $500K – $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Buy | $250K – $500K | Self | Jun 18, 2025 | 131d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | $500K – $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Buy | $500K – $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Buy | $500K – $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Buy | $1K – $15K | Self | Jun 18, 2025 | 131d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| USHY iShares Broad USD High Yield Corporate Bond ETF | Buy | $250K – $500K | Self | Jun 18, 2025 | 131d late filing ↗ |
| SHY iShares 1-3 Year Treasury Bond ETF | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| SHY iShares 1-3 Year Treasury Bond ETF | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| USHY iShares Broad USD High Yield Corporate Bond ETF | Buy | $250K – $500K | Self | Jun 18, 2025 | 131d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| SHY iShares 1-3 Year Treasury Bond ETF | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| USHY iShares Broad USD High Yield Corporate Bond ETF | Buy | $250K – $500K | Self | Jun 18, 2025 | 131d late filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VYM Vanguard High Dividend Yield Index Fund ETF Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares | Buy | Over $1M | Self | Jun 18, 2025 | 131d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | $5M – $25M | Self | Jun 18, 2025 | 131d late filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | Jun 17, 2025 | filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | Jun 16, 2025 | filing ↗ |
| Fiserv | Sell | $250K – $500K | Self | Jun 10, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | Jun 9, 2025 | filing ↗ |
| Fiserv Option contract sale | Sell | $500K – $1M | Self | Jun 6, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | Jun 6, 2025 | filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | Jun 5, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | Jun 4, 2025 | filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | May 30, 2025 | filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | May 29, 2025 | 1d late filing ↗ |
| Fiserv | Sell | $1M – $5M | Self | May 27, 2025 | 3d late filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | May 20, 2025 | 10d late filing ↗ |
| Fiserv Option contract sale | Sell | $1M – $5M | Self | May 19, 2025 | 11d late filing ↗ |
| Fiserv | Sell | $25M – $50M | Self | May 19, 2025 | 11d late filing ↗ |
| Fiserv | Sell | $5M – $25M | Self | May 16, 2025 | 14d late filing ↗ |
Asset holdings
Annual (2026) · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 134 | $609.1M |
| Employment assets | 38 | $21.2M |
| Spouse's assets | 4 | $107.5K |
All positions
155 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB | Other assets | — | Over $50M | $1M – $5M |
| Franklin New Jersey Tax-Free Income Fund Class A Shares FNJQX | Other assets | — | Over $50M | $1M – $5M |
| Invesco Oppenheimer Rochester New Jersey Muni Fd Class A Shs ONJAX | Other assets | — | Over $50M | $1M – $5M |
| Nuveen New Jersey Municipal Bond Fund Class A Shares NNJAX | Other assets | — | $25M – $50M | $100K – $1M |
| Nuveen Short Duration High Yield Municipal Bond Fund Class A Shares NVHAX | Other assets | — | $25M – $50M | $100K – $1M |
| MyCareGorithm, LLC (a company to improve the patient experience through the use of technology.) | Other assets | — | $25M – $50M | — |
| TFB Aviation LLC | Other assets | — | $25M – $50M | — |
| Collectiblexchange LLC (sells sports memorabilia) | Employment assets | Self | $5M – $25M | estimated operating business income · $70K |
| iShares 0-5 Year High Yield Corporate Bond ETF SHYG | Other assets | — | $5M – $25M | $100K – $1M |
| iShares Fallen Angels USD Bond ETF FALN | Other assets | — | $5M – $25M | $100K – $1M |
| Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF JAAA | Other assets | — | $5M – $25M | $100K – $1M |
| PGIM Ultra Short Bond ETF PULS | Other assets | — | $5M – $25M | $100K – $1M |
| Wells Fargo Short-Term High Yield Bond Fund Class A Shares SSTHX | Other assets | — | $5M – $25M | $100K – $1M |
| BrandywineGLOBAL - HIGH YIELD FUND Class A BGHAX | Other assets | — | $5M – $25M | $100K – $1M |
| PIMCO Income Fund Class A Shares PONAX | Other assets | — | $5M – $25M | $50K – $100K |
| Safer Sports Technologies LLC | Other assets | — | $5M – $25M | — |
| Commercial Rental property, Watchung, New Jersey | Other assets | — | $5M – $25M | Rent or Royalties |
| Residential Rental Real Estate, Watchung, NJ | Other assets | — | $5M – $25M | Rent or Royalties · $50K – $100K |
| Residential Rental Real Estate, PH1F-G, New York, New York | Other assets | — | $5M – $25M | Rent or Royalties · $100K – $1M |
| Residential Rental Real Estate, Bachelor Gluch, Colorado | Other assets | — | $5M – $25M | — |
| Ludis Holdings LLC Convertible Note | Other assets | — | $5M – $25M | — |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $1M – $5M | — |
| SPDR S&P 500 ETF Trust SPY | Employment assets | Self | $1M – $5M | — |
| US bank (cash) | Other assets | — | $1M – $5M | Interest · $50K – $100K |
| John Hancock Small Cap Index | Other assets | — | $1M – $5M | — |
| Alternative Packing Solutions LLC (sale and services of packaging and shipping supplies) | Other assets | — | $1M – $5M | — |
| Residential Rental Property, Mantoloking, NJ | Other assets | — | $1M – $5M | $15K – $50K |
| Residential Rental Property, Westfield, New Jersey | Other assets | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential Rental Property, Emerald Isle, North Carolina | Other assets | — | $1M – $5M | Rent or Royalties · $100K – $1M |
| Residential Rental Property, Atlantic Beach, North Carolina | Other assets | — | $1M – $5M | Rent or Royalties · $100K – $1M |
| Residential Rental Real Estate, 19-B New York, New York | Other assets | — | $1M – $5M | Rent or Royalties · $50K – $100K |
| Residential Rental Real Estate, 25F, New York, New York | Other assets | — | $1M – $5M | Rent or Royalties · $100K – $1M |
| ECCO - Multi-family real estate development; Elizabeth, NJ | Other assets | — | $1M – $5M | — |
| Willingboro Township NJ School District - 8/15/29 | Other assets | — | $1M – $5M | — |
| Sea Isle City NJ Government Bond 4% - 8/15/30 | Other assets | — | $1M – $5M | — |
| NJ State EDL FACS Auth. Rev (Princeton University) - 7/1/64 | Other assets | — | $1M – $5M | — |
| Port Authority NY & NJ Rev 5% - 10/15/2027 | Other assets | — | $1M – $5M | — |
| Seacaucus NJ Government Bond - 8/1/27 | Other assets | — | $1M – $5M | — |
| Wildwood Crest NJ Government Bond - 8/12/26 | Other assets | — | $1M – $5M | — |
| NJ State EDL Facs Auth Rev (Princeton Univ.) - 7/1/64 | Other assets | — | $1M – $5M | — |
| Egg Harbor Township NJ Government Bond - 8/6/26 | Other assets | — | $1M – $5M | — |
| North Wildwood NJ Government Bond - 7/15/29 | Other assets | — | $1M – $5M | — |
| Freehold Township NJ Board of Education Government Bond - 8/15/28 | Other assets | — | $1M – $5M | — |
| NJ State Government Bonds - 6/1/30 | Other assets | — | $1M – $5M | $50K – $100K |
| Parsippany Troy Hills Township NJ Government Bond - 8/15/29 | Other assets | — | $1M – $5M | $5K – $15K |
| New Jersey Transportation Trust Fund Authority - 6/15/46 | Other assets | — | $1M – $5M | $50K – $100K |
| Sea Isle City NJ Government Bond - 8/15/32 | Other assets | — | $1M – $5M | — |
| Washington Township NJ Gloucester Government Bond - 5/15/31 | Other assets | — | $1M – $5M | — |
| Secaucus NJ Government Bond - 8/1/30 | Other assets | — | $1M – $5M | — |
| Lawrence Township NJ School District Government Bond - 8/1/31 | Other assets | — | $1M – $5M | — |
| Lawrence Township NJ School District Government Bond - 8/1/32 | Other assets | — | $1M – $5M | — |
| North Wildwood NJ Government Bond - 7/15/33 | Other assets | — | $1M – $5M | — |
| NJ State Government Bonds - 6/1/31 | Other assets | — | $1M – $5M | $50K – $100K |
| NJ State EDL FACS Auth. Rev (Princeton University) - 7/1/33 | Other assets | — | $1M – $5M | — |
| NJ State Turnpike Authority Government Bond - 1/1/33 | Other assets | — | $1M – $5M | — |
| Freehold Township NJ Board of Education Government Bond - 8/15/33 | Other assets | — | $1M – $5M | — |
| Port Authority NY & NJ Rev 5% - 10/15/34 | Other assets | — | $1M – $5M | — |
| John Hancock 500 Index | Other assets | — | $500K – $1M | — |
| Residential Rental property, Montclair New Jersey | Other assets | — | $500K – $1M | Rent or Royalties · $1M – $5M |
| Vacant Land, Watchung, New Jersey | Other assets | — | $500K – $1M | — |
| American Funds Growth Fund Class 2 | Other assets | — | $500K – $1M | — |
| Sea Isle City NJ Government Bond 5% - 8/15/2027 | Other assets | — | $500K – $1M | — |
| Monmouth County NJ Import Authority Rev Government Bond - 3/13/26 | Other assets | — | $500K – $1M | — |
| Cranford Township NJ Board of Education Government Bond - 8/1/28 | Other assets | — | $500K – $1M | — |
| NJ State Turnpike Authority Government Bond - 5/1/29 | Other assets | — | $500K – $1M | — |
| Gloucester County NJ Impt. Authority Rev, 4/1/29 | Other assets | — | $500K – $1M | $2.5K – $5K |
| Gloucester Country NJ Import Authority Rev Government Bond - 4/1/32 - | Other assets | — | $500K – $1M | — |
| (cid:9)NEW JERSEY TRANSPORTATION TRUST FUND AUTHORITY - 6/15/48 | Other assets | — | $500K – $1M | $15K – $50K |
| John Hancock Total Stock Market index | Other assets | — | $250K – $500K | — |
| America Funds Growth-Income Fund | Other assets | — | $250K – $500K | — |
| DWS Equity 500 Index VIP Class A | Other assets | — | $250K – $500K | — |
| AMF Global Growth C2 | Other assets | — | $250K – $500K | — |
| Gloucester County NJ Import Authority Rev Government Bond - 4/1/28 | Other assets | — | $250K – $500K | $2.5K – $5K |
| Cash | Employment assets | Self | $100K – $250K | — |
| John Hancock Disciplined Value Emerging Market | Other assets | — | $100K – $250K | — |
| John Hancock Global Equity Fund | Other assets | — | $100K – $250K | — |
| John Hancock Funds II Real Estate Securities Fund Class 1 Shares JIREX | Other assets | — | $100K – $250K | — |
| KKR Global Infrastructure Investors IV SBS (Unlev) LP | Other assets | — | $100K – $250K | $2.5K – $5K |
| iShares Barclays 1-3 yr Treasury Bond SHY | Other assets | — | $100K – $250K | $5K – $15K |
| American Funds Global Small Capitalization Fund Class 2 | Other assets | — | $100K – $250K | — |
| American Funds International Fund Class 2 | Other assets | — | $100K – $250K | — |
| LVIP Macquarie U.S. REIT Fund-Standard Class | Other assets | — | $100K – $250K | — |
| PGIM Jennison Focused Growth A | Spouse's assets | Spouse | $50K – $100K | — |
| John Hancock High Yield Fund Class I Shares JYHIX | Other assets | — | $50K – $100K | — |
| John Hancock Strategic Income Opportunities | Other assets | — | $50K – $100K | — |
| KKR Dislocation Opportunities (Domestic) Feeder LP | Other assets | — | $50K – $100K | $5K – $15K |
| Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB | Other assets | — | $50K – $100K | $2.5K – $5K |
| Vanguard Growth Index | Spouse's assets | Spouse | $15K – $50K | — |
| John Hancock Core Bond Fund | Other assets | — | $15K – $50K | — |
| John Hancock Funds II Opportunistic Fixed Income Fund Class 1 Shares JIGDX | Other assets | — | $15K – $50K | — |
| KKR Lending Partners Europe II Feeder LP | Other assets | — | $15K – $50K | $15K – $50K |
| iShares Broad USD High Yield Corporate Bond ETF USHY | Other assets | — | $15K – $50K | $1K – $2.5K |
| iShares National Muni Bond ETF MUB | Other assets | — | $15K – $50K | $1K – $2.5K |
| PGIM Jennison Focused Growth Fund Class A Shares SPFAX | Other assets | — | $15K – $50K | $1K – $2.5K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $15K – $50K | — |
| Vanguard Growth Index Fund Admiral Class Shares VIGAX | Other assets | — | $15K – $50K | — |
| Interactive Audience Participation, LLC (holds filer's patents) | Employment assets | Self | $1K – $15K | — |
| PE Premier KKR Energy Income & Growth/Real Estate Onshore Feeder Fund LP (Invests in oil and gas assets, midstream infrastructure, and mineral and royalty interests)) | Other assets | — | $1K – $15K | $5K – $15K |
| TRG Growth Partnership, a private equity fund, (purchase companies, mature and sell at a profit.) | Other assets | — | $1K – $15K | $201 – $1K |
| Verizon Communications, Inc. VZ | Other assets | — | $1K – $15K | — |
| Fiserv, Inc | Employment assets | Self | Under $1K | salary and bonuses · $138.3M |
| Fiserv, Inc, stock options (FI) vested | Employment assets | Self | Under $1K | Capital Gains · Over $5M |
| Fiserv, Inc, restricted stock units | Employment assets | Self | Under $1K | Capital Gains · Over $5M |
| Fiserv Stock FI | Employment assets | Self | Under $1K | Capital Gains · $1M – $5M |
| Vanguard Target Retirement 2025 Trust Select | Employment assets | Self | Under $1K | — |
| Fiserv, Inc. (FI) Performance Equity Grants | Employment assets | Self | Under $1K | Capital Gains · Over $5M |
| Fiserv, Inc. FISV | Employment assets | Self | Under $1K | Capital Gains · $1M – $5M |
| Fiserv, Inc. FISV | Other assets | — | Under $1K | Capital Gains · Over $5M |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · Over $5M |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · Over $5M |
| Humana, Inc. HUM | Other assets | — | Under $1K | Capital Gains Dividends · $201 – $1K |
| Geosynfuels, LLC (Energy: development of low-cost biological processes for the production of advanced biofuels using agricultural waste). | Other assets | — | Under $1K | — |
| KKR Global Impact Fund SBS (Unlev) LP | Other assets | — | Under $1K | $15K – $50K |
| KKR NGT Growth Fund II SBS (Unlev) LP | Other assets | — | Under $1K | $100K – $1M |
| ICONIQ Strategic Partners VI, LP | Other assets | — | Under $1K | $2.5K – $5K |
| Mining Solutions Group LLC (winding down/defunked) | Other assets | — | Under $1K | — |
| Wood Solutions Group, LLC (winding down/defunked) | Other assets | — | Under $1K | — |
| Note Receivable from MAH Realty Management, LLC | Other assets | — | Under $1K | Interest · $50K – $100K |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · $100K – $1M |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · $1M – $5M |
| Fiserv, Inc. FISV | Other assets | — | Under $1K | Capital Gains · $1M – $5M |
| Residential Rental Real Estate, 6-H New York, New York | Other assets | — | Under $1K | Rent or Royalties · $50K – $100K |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · $1M – $5M |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · $1M – $5M |
| Fiserv, Inc. FI | Other assets | — | Under $1K | Capital Gains · $1M – $5M |
| Fiserv, Inc. FISV | Other assets | — | Under $1K | Capital Gains · Over $5M |
| IRA 1 | Employment assets | Self | — | — |
| Fiserv Savings Plan | Employment assets | Self | — | — |
| Patent #6434398 Method and apparatus for interactive audience participation at a live spectator event (value not readily ascertainable) | Employment assets | Self | — | — |
| Patent Method and Apparatus for Interactive Audience Participation at a Live Spectator Event (value not readily ascertainable) × 20 | Employment assets | Self | $0 est. | — |
| Patent #7263378 Method and Apparatus for Interactive Audience participation at a live entertainment event (value not readily ascertainable) | Employment assets | Self | — | — |
| Patent #7522930 Method and apparatus for interactive audience participation at a live entertainment event(value not readily ascertainable) | Employment assets | Self | — | — |
| Inherited IRA | Employment assets | Self | — | Cash Distribution · $108.3K |
| IRA 1 | Spouse's assets | Spouse | — | — |
| IRA 2 | Spouse's assets | Spouse | — | — |
| Brokerage Account × 3 | Other assets | — | $0 est. | — |
| JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK SEPARATE ACCOUNT B Accumulation Variable Universal Life | Other assets | — | — | — |
| MAHAA at Monroe, LLC | Other assets | — | — | — |
| MAHAA at Montclair, LLC | Other assets | — | — | — |
| MAHAA at Ocean Drive, LLC | Other assets | — | — | — |
| MAHAA at Ocean Ridge, LLC | Other assets | — | $1M – $5M | Rent or Royalties · $100K – $1M |
| MAHA at Watchung, LLC (commercial rental property) | Other assets | — | — | — |
| Utma 1 | Other assets | — | — | — |
| 2022 Trust | Other assets | — | — | — |
| 2020 Trust 1 (owns 1/3 interest in assets below) | Other assets | — | — | — |
| MAH Realty Management LLC (real estate rental) | Other assets | — | — | — |
| 2020 Trust 2 (irrevocable) (owns 1/3 interest in assets at Part 6, Line item 25) | Other assets | — | — | — |
| 2020 Trust 3 (Irrevocable) (owns 1/3 interest in assets at Part 8, Line item 25) | Other assets | — | — | — |
| Remainder Trust 1 | Other assets | — | — | — |
| Remainder Trust 2 | Other assets | — | — | — |
| Remainder Trust 3 | Other assets | — | — | — |
| 2020 Spousal Lifetime Access Trust (irrevocable) | Other assets | — | Under $1K | — |
| Family Trust #1 (irrevocable) | Other assets | — | — | — |
| LINCOLN LIFE FLEXIBLE PREMIUM CVIII Variable Life | Other assets | — | — | — |
| MAHA at Bachelor Gulch, LLC (rental/vacation property) | Other assets | — | — | — |
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.