20trades · $4.4M est.
0%
disclosed on time · 20 late, worst 10d over
$5.2Mest. assets · Termination
Since nomination
Nominee 278 (12/30/2020) vs TerminationDivested
31 positions · $6.7M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| WestExec Ventures, LLC (Venture Capital) | Employment assets | Self | $1M – $5M |
| WestExec Advisors, LLC [Equity to be repurchased] | Employment assets | Self | $500K – $1M |
| Axios Media Inc. | Spouse's assets | Spouse | $500K – $1M |
| WestExec Advisors, LLC [est. anticipated 2020 distribution] | Employment assets | Self | $250K – $500K |
| The Social+Capital Partnership GP III, L.P. | Employment assets | Self | $250K – $500K |
| Ally Financial Inc | Other assets | — | $100K – $250K |
| Alphabet Inc | Other assets | — | $100K – $250K |
| Amgen Inc | Other assets | — | $100K – $250K |
| Apple Inc | Other assets | — | $100K – $250K |
| Berkshire Hathaway Inc | Other assets | — | $100K – $250K |
| Iqvia Holdings Inc | Other assets | — | $100K – $250K |
| Facebook Inc | Other assets | — | $50K – $100K |
| Nasdaq Inc | Other assets | — | $50K – $100K |
| Oracle Corp | Other assets | — | $50K – $100K |
| WestExec Capital Partners, LLC (Private Equity) | Employment assets | Self | $15K – $50K |
| U.S. bank account (Cash) | Employment assets | Self | $15K – $50K |
| Ally Financial Inc | Employment assets | Self | $1K – $15K |
| Alphabet Inc | Employment assets | Self | $1K – $15K |
| Apple Inc | Employment assets | Self | $1K – $15K |
| Berkshire Hathaway Inc | Employment assets | Self | $1K – $15K |
Held at termination
5 positions · $1M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Loan Receivable from Vogel Realty Inc. (Washington, D.C.) | Other assets | — | $500K – $1M | $500K – $1M |
| U.S. bank account #2 (savings) | Other assets | — | $50K – $100K | $100K – $250K |
| Moderate Growth Portfolio | Other assets | — | $1K – $15K | $50K – $100K |
| U.S. bank account #1 (checking) | Other assets | — | $15K – $50K | $15K – $50K |
| U.S. bank account (Cash) | Other assets | — | $1K – $15K | $1K – $15K |
New positions
7 positions · $4.2M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| United States Treasury Bills | Other assets | — | $1M – $5M |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Other assets | — | $500K – $1M |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Employment assets | Self | $100K – $250K |
| Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares VIOV | Other assets | — | $100K – $250K |
| Moderate Growth Portfolio | Other assets | — | $15K – $50K |
| Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares VIOV | Employment assets | Self | $15K – $50K |
| U.S. bank account #3 (checking) | Other assets | — | $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 |
|---|---|---|---|---|---|
| WESTEXEC ADVISORS, LLC | Sell | $1M – $5M | Self | Mar 30, 2021 | 3d late filing ↗ |
| UNH UNITEDHEALTH | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| INTC INTEL | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| FB FACEBOOK CLASS A | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| DISCK DISCOVERY SERIES C | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| CMCSA COMCAST CLASS A | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| COF CAPITAL ONE | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| BRK.B BERKSHIRE HATHAWAY CLASS B | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| AAPL APPLE | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| GOOG ALPHABET CLASS C | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| ALLY ALLY | Sell | $1K – $15K | Self | Mar 23, 2021 | 10d late filing ↗ |
| ORCL ORACLE | Sell | $50K – $100K | Self | Mar 23, 2021 | 10d late filing ↗ |
| NDAQ NASDAQ | Sell | $50K – $100K | Self | Mar 23, 2021 | 10d late filing ↗ |
| IQV IQVIA HOLDINGS | Sell | $100K – $250K | Self | Mar 23, 2021 | 10d late filing ↗ |
| FB FACEBOOK CLASS A | Sell | $50K – $100K | Self | Mar 23, 2021 | 10d late filing ↗ |
| BRK.B BERKSHIRE HATHAWAY CLASS B | Sell | $100K – $250K | Self | Mar 23, 2021 | 10d late filing ↗ |
| AAPL APPLE | Sell | $100K – $250K | Self | Mar 23, 2021 | 10d late filing ↗ |
| AMGN AMGEN | Sell | $100K – $250K | Self | Mar 23, 2021 | 10d late filing ↗ |
| GOOG ALPHABET CLASS C | Sell | $100K – $250K | Self | Mar 23, 2021 | 10d late filing ↗ |
| ALLY ALLY | Sell | $100K – $250K | Self | Mar 23, 2021 | 10d late filing ↗ |
Asset holdings
Termination · filed —All positions
16 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| SEP IRA | Self | — | — |
| Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares VIOV | Self | $15K – $50K | — |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Self | $100K – $250K | — |
| U.S. bank account #1 (checking) | — | $15K – $50K | — |
| U.S. bank account #2 (savings) | — | $100K – $250K | Interest · $201 – $1K |
| Investment Account #1 | — | — | — |
| U.S. bank account (Cash) | — | $1K – $15K | — |
| Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares VIOV | — | $100K – $250K | $2.5K – $5K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | — | $500K – $1M | $5K – $15K |
| United States Treasury Bills | — | $1M – $5M | Capital Gains Interest · $100K – $1M |
| Virginia 529 Plan (FBO Minor Child #1) | — | — | — |
| Moderate Growth Portfolio | — | $50K – $100K | — |
| Loan Receivable from Vogel Realty Inc. (Washington, D.C.) | — | $500K – $1M | Interest · $15K – $50K |
| Virginia 529 Plan (FBO Minor Child #2) | — | — | — |
| Moderate Growth Portfolio | — | $15K – $50K | — |
| U.S. bank account #3 (checking) | — | $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.