153trades · $16.7M est.
15%
disclosed on time · 130 late, worst 102d over
$166Mest. assets · Nominee 278 (01/13/2025)
Stock trades
latest 100 of 153| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Arthur Ventures IV, LP - Decimal Technologies, Inc. | Sell | $1K – $15K | Self | Apr 8, 2026 | 84d late filing ↗ |
| Arthur Ventures IV, LP - Decimal Technologies, Inc. | Sell | $1K – $15K | Self | Apr 8, 2026 | 84d late filing ↗ |
| Arthur Ventures Growth IV, LP - Nucleus Security, Inc. | Buy | $1K – $15K | Spouse | Apr 8, 2026 | 84d late filing ↗ |
| Arthur Ventures Growth IV, LP - Nucleus Security, Inc. | Buy | $100K – $250K | Self | Apr 8, 2026 | 84d late filing ↗ |
| Arthur Ventures V, LP - zizzl Health | Buy | $1K – $15K | Self | Apr 8, 2026 | 84d late filing ↗ |
| Arthur Ventures V, LP - Hudu Technologies, Inc | Buy | $1K – $15K | Self | Apr 8, 2026 | 84d late filing ↗ |
| Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) (Roth IRA) | Buy | $15K – $50K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) | Buy | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Circadian Risk (Security risk assessment software) | Buy | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper) | Buy | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper) | Buy | $15K – $50K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - CivicPlus (Software solutions) | Exchange | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - CivicPlus (Software solutions) | Exchange | $50K – $100K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Streamline (platform services) | Sell | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Streamline (platform services) | Sell | $50K – $100K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform) | Buy | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform) | Buy | $15K – $50K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Opterrix (Risk intelligence platform) | Buy | $1K – $15K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures V, LP - Opterrix (Risk intelligence platform) | Buy | $15K – $50K | Self | Jan 27, 2026 | 66d late filing ↗ |
| Arthur Ventures Growth IV, LP - PureSpectrum (market research platform) | Sell | $1K – $15K | Self | Jan 22, 2026 | 71d late filing ↗ |
| Arthur Ventures Growth III, LP - PureSpectrum (market research platform) (Roth IRA) | Sell | $100K – $250K | Self | Jan 22, 2026 | 71d late filing ↗ |
| Arthur Ventures Growth III, LP - PureSpectrum (market research platform) | Sell | $250K – $500K | Self | Jan 22, 2026 | 71d late filing ↗ |
| Arthur Ventures Growth IV, LP - PureSpectrum (market research platform) | Sell | $100K – $250K | Self | Jan 22, 2026 | 71d late filing ↗ |
| Arthur Ventures III, LP - PureSpectrum (market research platform) | Sell | $1M – $5M | Self | Jan 22, 2026 | 71d late filing ↗ |
| Arthur Ventures IV, LP | Buy | $15K – $50K | Self | Dec 22, 2025 | 102d late filing ↗ |
| Arthur Ventures IV, LP | Buy | $15K – $50K | Self | Dec 22, 2025 | 102d late filing ↗ |
| SNOXX Schwab Treasury Obligations Money Fund Investor Class Shares | Sell | $1K – $15K | Self | Oct 24, 2025 | 43d late filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Buy | $1K – $15K | Self | Oct 24, 2025 | 43d late filing ↗ |
| COST Costco Wholesale Corp. | Sell | $1K – $15K | Self | Oct 24, 2025 | 43d late filing ↗ |
| Arthur Ventures V, LP | Buy | $1K – $15K | Self | Sep 4, 2025 | 38d late filing ↗ |
| Arthur Ventures V, LP | Buy | $100K – $250K | Self | Sep 4, 2025 | 38d late filing ↗ |
| Arthur Ventures Growth IV, LP | Buy | $1K – $15K | Self | Aug 21, 2025 | 52d late filing ↗ |
| Arthur Ventures Growth IV, LP | Buy | $100K – $250K | Self | Aug 21, 2025 | 52d late filing ↗ |
| Arthur Ventures Growth IV, LP - CertifID, Inc. | Buy | $1K – $15K | Spouse | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - CertifID, Inc. | Buy | $100K – $250K | Self | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - Office Puzzle Holdings, Inc. | Buy | $1K – $15K | Spouse | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - Office Puzzle Holdings, Inc. | Buy | $100K – $250K | Self | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - Foundant Technologies | Exchange | $1K – $15K | Spouse | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - Foundant Technologies | Exchange | $100K – $250K | Self | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - Giving Data Holdings, Inc. | Sell | $1K – $15K | Spouse | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures Growth IV, LP - Giving Data Holdings, Inc. | Sell | $100K – $250K | Spouse | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures V, LP - Senior Sign | Buy | $1K – $15K | Self | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures V, LP - Zizzle Health | Buy | $15K – $50K | Self | Jul 25, 2025 | 79d late filing ↗ |
| Arthur Ventures II, LP - Jane Software, Inc. | Sell | $1M – $5M | Self | Jun 6, 2025 | filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $15K – $50K | Self | Jun 3, 2025 | filing ↗ |
| Arthur Ventures III, LP - Foundant Technologies | Exchange | $250K – $500K | Self | May 16, 2025 | 29d late filing ↗ |
| Arthur Ventures III, LP - GivingData Holdings, Inc. | Sell | $250K – $500K | Self | May 16, 2025 | 29d late filing ↗ |
| GQGIX GQG PartnersEmerging Markets Equity Fund Institutional Class Shares | Buy | $1K – $15K | Spouse | May 2, 2025 | 28d late filing ↗ |
| GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs | Buy | $1K – $15K | Spouse | May 2, 2025 | 28d late filing ↗ |
| VEIRX Vanguard Equity Income Fund Admiral Shares | Buy | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| JIGFX Janus Henderson Overseas Fund Class I Shares | Buy | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Buy | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares | Buy | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Sell | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| JIGFX Janus Henderson Overseas Fund Class I Shares | Buy | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares | Buy | $1K – $15K | Self | Apr 16, 2025 | filing ↗ |
| Arthur Ventures III, LP - Threatlocker | Sell | $15K – $50K | Self | Apr 10, 2025 | filing ↗ |
| Arthur Ventures Growth III, LP - Threatlocker | Sell | $1K – $15K | Self | Apr 10, 2025 | filing ↗ |
| Arthur Ventures Growth III, LP - Threatlocker | Sell | $1K – $15K | Self | Apr 10, 2025 | filing ↗ |
| LWO Fund II, LP - Glass Fab Holdings, LLC | Sell | $15K – $50K | Self | Apr 7, 2025 | filing ↗ |
| VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| VEIRX Vanguard Equity Income Fund Admiral Shares | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| TRMIX T Rowe Price Mid-Cap Value Fund, Inc Class I Shares | Buy | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| MGTIX Massachusetts Investors Growth Stock Fund Class I Shares | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| JIGFX Janus Henderson Overseas Fund Class I Shares | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| JMGRX Janus Henderson Enterprise Fund Class I Shares | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| GQGIX GQG PartnersEmerging Markets Equity Fund Institutional Class Shares | Buy | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs | Buy | $1K – $15K | Self | Mar 28, 2025 | filing ↗ |
| CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares | Buy | $15K – $50K | Self | Mar 28, 2025 | filing ↗ |
| LW Lamb Weston Holdings, Inc. | Sell | $1K – $15K | Self | Mar 26, 2025 | 2d late filing ↗ |
| TRMIX T Rowe Price Mid-Cap Value Fund, Inc Class I Shares | Buy | $1K – $15K | Self | Mar 26, 2025 | 2d late filing ↗ |
| MGTIX Massachusetts Investors Growth Stock Fund Class I Shares | Buy | $1K – $15K | Self | Mar 26, 2025 | 2d late filing ↗ |
| VONG Vanguard Russell 1000 Growth Index Fund ETF Shares | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MEIIX MFS Value Fund Class I Shares | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MADVX BlackRock Equity Dividend Fund Institutional Shares | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MADCX BlackRockEmerging Markets Fund, Inc Institutional Shares | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| JIGFX Janus Henderson Overseas Fund Class I Shares | Buy | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| IWF iShares Russell 1000 Growth ETF | Buy | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| GQGIX GQG PartnersEmerging Markets Equity Fund Institutional Class Shares | Buy | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| IDEV iShares Core MSCI International Developed Markets ETF | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| EGFIX Edgewood Growth Fund Institutional Class Shares | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| CIVIX Causeway International Value Fund Institutional Class Shares | Sell | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| VEIRX Vanguard Equity Income Fund Admiral Shares | Buy | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| MGTIX Massachusetts Investors Growth Stock Fund Class I Shares | Buy | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares | Buy | $1K – $15K | Self | Mar 25, 2025 | 3d late filing ↗ |
| VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares | Sell | $1K – $15K | Self | Mar 24, 2025 | 4d late filing ↗ |
| USHY iShares Broad USD High Yield Corporate Bond ETF | Sell | $1K – $15K | Self | Mar 24, 2025 | 4d late filing ↗ |
| PBDPX PIMCO Investment Grade Credit Bond Fund Class I-2 Shares | Sell | $15K – $50K | Self | Mar 24, 2025 | 4d late filing ↗ |
| GOVT iShares US Treasury Bond ETF | Sell | $1K – $15K | Self | Mar 24, 2025 | 4d late filing ↗ |
| BNDX Vanguard Total International Bond Index Fund ETF Shares | Sell | $1K – $15K | Self | Mar 24, 2025 | 4d late filing ↗ |
| VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Buy | $1K – $15K | Self | Mar 24, 2025 | 4d late filing ↗ |
| PIMIX PIMCO Income Fund Institutional Class Shares | Buy | $1K – $15K | Self | Mar 24, 2025 | 4d late filing ↗ |
| TFDXX FedFund Institutional Shares | Sell | $250K – $500K | Self | Mar 13, 2025 | 15d late filing ↗ |
| VMBS Spouse IRA Investment Account #1: Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares | Sell | $1K – $15K | Spouse | Mar 12, 2025 | 16d late filing ↗ |
| SCHA Spouse IRA Investment Account #1: Schwab US Small-Cap ETF | Sell | $1K – $15K | Spouse | Mar 12, 2025 | 16d late filing ↗ |
| OANIX Spouse IRA Investment Account #1: Oakmark International Fund Institutional Class Shares | Sell | $1K – $15K | Spouse | Mar 12, 2025 | 16d late filing ↗ |
| GOVT Spouse IRA Investment Account #1: iShares US Treasury Bond ETF | Sell | $1K – $15K | Spouse | Mar 12, 2025 | 16d late filing ↗ |
| VONG Spouse IRA Investment Account #1: Vanguard Russell 1000 Growth Index Fund ETF Shares | Buy | $1K – $15K | Spouse | Mar 12, 2025 | 16d late filing ↗ |
| USHY Spouse IRA Investment Account #1: iShares Broad USD High Yield Corporate Bond ETF | Buy | $1K – $15K | Spouse | Mar 12, 2025 | 16d late filing ↗ |
Asset holdings
Nominee 278 (01/13/2025) · filed Jan 13, 2025| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 185 | $117M |
| Employment assets | 117 | $48.4M |
| Spouse's assets | 22 | $585K |
Other assets
185 positions, as filed · back to all 324| Asset | Value | Income |
|---|---|---|
| Investment Account #1 | — | — |
| Atlassian Corporation Plc Class A Ordinary Shares TEAM | $1M – $5M | Capital Gains · $1M – $5M |
| Microsoft Corp. MSFT | $1M – $5M | Dividends · $5K – $15K |
| Arthur Ventures Growth I, LP (venture capital) (value includes valuation of underlying assets of 4.1-4.3 as well as cash held at an entity level) | $250K – $500K | — |
| Cybrary, Inc. (software) | Under $1K | — |
| Protenus, Inc (healthcare compliance platform) | $15K – $50K | — |
| Total Expert, Inc. (customer engagement software) | $250K – $500K | — |
| Arthur Ventures Growth II, LP (venture capital fund) (value includes valuation of underlying assets of 5.1-5.4 as well as cash held at an entity level) | $500K – $1M | — |
| AV VBA Investments, Inc. (Cloud-based solution) | — | — |
| Virtual Benefits Administrator (cloud based software) | $100K – $250K | — |
| phData, Inc., Minneapolis, MN ( managed services) | Under $1K | Capital Gains · $100K – $1M |
| Cybrary, Inc. (software) | $15K – $50K | — |
| Recast Software, Inc. (software company) | $100K – $250K | — |
| Arthur Ventures Growth III, LP (venture capital fund) (value includes valuation of underlying assets of 6.1-6.9 as well as cash held at an entity level) | $1M – $5M | — |
| AV VBA Investment 2 (Cloud-based software) | — | — |
| Virtual Benefits Administrator (cloud based software) | $100K – $250K | — |
| Candor Technology, Inc. (Loan engineering system) | $1K – $15K | — |
| CFI Education, Inc. (software) | $100K – $250K | — |
| Paubox, Inc. (email platform) | $100K – $250K | — |
| PureSpectrum, Inc. (market research platform) | $250K – $500K | — |
| Recast Software, Inc. (software company) | $250K – $500K | — |
| ThreatLocker, Inc (application and software) | $250K – $500K | — |
| When I Work, Inc. (scheduling software) | $100K – $250K | — |
| Jane Software, Inc. (online platform) | $100K – $250K | — |
| Arthur Ventures Growth IV, LP (venture capital fund) (value includes valuation of underlying assets of 7.1-7.2 as well as cash held at an entity level) | $1M – $5M | — |
| AV VBA Investment 3 Inc (Cloud based software) | — | — |
| Virtual Benefits Administrator (cloud based software) | $100K – $250K | — |
| CertifID, Inc. (wire fraud security solution) | $100K – $250K | — |
| Documo Inc. (fax and document management software) | $15K – $50K | — |
| GivingData Holdings, Inc. (Grants management platform) | $100K – $250K | — |
| Nucleus Security, Inc. (risk management software) | $100K – $250K | — |
| Perry Weather, Inc. (weather safety management software) | $100K – $250K | — |
| PureSpectrum, Inc. (market research platform) | $250K – $500K | — |
| PSG Recast Holdings, LP (productivity suite for configuration manager) | $100K – $250K | — |
| ThreatLocker, Inc (application and storage whitelisting software) | $250K – $500K | — |
| Arthur Ventures I, LP (venture capital fund) (value includes valuation of underlying assets of 8.1-8.8 as well as cash held at an entity level) | $1M – $5M | — |
| Bright Health Group, Inc (health care company) | $1K – $15K | — |
| Care Cam BlockCo, Inc. (software development company for wellness management) | $50K – $100K | — |
| Cybrary, Inc. (software company offering cyber security training) | Under $1K | — |
| Drip Global, Inc. (fka Leadpages) (software) | $250K – $500K | — |
| Keap (fka Infusion Software Inc) (software) | $15K – $50K | — |
| Protenus, Inc (healthcare compliance platform) | $500K – $1M | — |
| Talkroute Inc. (virtual phone system) | $100K – $250K | — |
| Total Expert, Inc. (software) | $1M – $5M | — |
| Arthur Ventures II, LP (venture capital) (value includes valuation of underlying assets of 9.1- 9.5 as well as cash held at an entity level) | $5M – $25M | — |
| DataCamp Inc., New York, NY, (online training community for data scientists) | $500K – $1M | — |
| phData Inc., Minneapolis, MN (managed services) | Under $1K | Capital Gains · $1M – $5M |
| stensul, Inc., New York, NY (software platform) | Under $1K | — |
| Stream.io, Inc. Boulder, CO (software) | $250K – $500K | — |
| Jane Software, Inc. Vancouver, BC (online platform) | $5M – $25M | — |
| Arthur Ventures III, LP (venture capital) (value includes valuation of underlying assets of 10.1-10.10 as well as cash held at an entity level) | $5M – $25M | — |
| AV VBA Investments, Inc. | — | — |
| Virtual Benefits Administrator (cloud based software) | $500K – $1M | — |
| Candor Technology, Inc. (Loan engineering system) | $250K – $500K | — |
| DNS Filter, Inc. (Cloud based software) | $1M – $5M | — |
| Documo Inc. (software) | $250K – $500K | — |
| Factal, Inc. (platform for real time notifications) | $100K – $250K | — |
| GivingData Holdings, Inc. (software) | $250K – $500K | — |
| Nucleus Security, Inc. (risk management software) | $500K – $1M | — |
| Paubox, Inc. (software) | $250K – $500K | — |
| PureSpectrum, Inc. (market research platform) | $1M – $5M | — |
| ThreatLocker, Inc (application and software) | $5M – $25M | — |
| CFI Education, Inc. (online platform for fnance training and certification) | $500K – $1M | — |
| Paper Interactive, Inc (management software) | $250K – $500K | — |
| Arthur Ventures IV, LP (venture capital fund) (value includes valuation of underlying assets of 11.1-11.14 as well as cash held at an entity level) | $500K – $1M | — |
| AV iamGIS, Inc. (software) | $15K – $50K | — |
| CertifID, Inc. (software) | $100K – $250K | — |
| CrushBank Technology, Inc. (smart search for IT help desks) | $15K – $50K | — |
| Decimal Technologies, Inc. (software and services) | $15K – $50K | — |
| Formations Corp. (software) | $15K – $50K | — |
| Galactic Advisors, Inc. (software and services) | $100K – $250K | — |
| IdeaRoom Inc. (software) | $15K – $50K | — |
| IrisCX (Video platform for customer support) | Under $1K | — |
| One Click Contractor, Inc. (sofware platform) | $15K – $50K | — |
| OptiFunder Corp. (Loan warehouse management system) | $50K – $100K | — |
| Perry Weather, Inc. (software platform) | $100K – $250K | — |
| Quickpass Software Inc. (software) | $50K – $100K | — |
| Nammu Technologies Inc dba Simply Agree (software) | $15K – $50K | — |
| Zartico, Inc. (software) | $50K – $100K | — |
| Arthur Ventures V, LP (venture capital fund) (value includes valuation of underlying assets of 12.1-12.11 as well as cash held at an entity level) | $250K – $500K | — |
| Hudu Technologies, Inc. (IT documentation software) | $15K – $50K | — |
| Northteq (Loan Software) | $15K – $50K | — |
| Payroll Integration Holdings, Inc (employee benefits recordkeeper) | $15K – $50K | — |
| Praxis Campus Management Software, Inc. (comprehensive campus management software for higher education institutions) | $100K – $250K | — |
| RFX Solutions, Inc (software) | $15K – $50K | — |
| Senior Sign (software) | $15K – $50K | — |
| Sliced Health Inc (revenue software) | $15K – $50K | — |
| Steppingblock, Inc (data and analytics software) | $15K – $50K | — |
| Streamline Software, Inc (platform services) | $15K – $50K | — |
| zizzi holding company, inc. (ICHRA administration) | $15K – $50K | — |
| Zum Rails Inc (payment software) | $15K – $50K | — |
| LWO Fund II, LP (manufacturing venture capital fund) | $250K – $500K | — |
| Art is Love Holdings, LLC (art curation, design, and manufacturing) | — | — |
| Glass Fab Holdings, LLC (Glass fabrication) | — | — |
| Great Sock Holdings, LLC (hosiery manufacturer) | — | — |
| LWO Real Estate V-A Inc (manufacturing facility - Tijuana, Mexico) | — | — |
| Mylio Development, LLC (photo management software company) | Under $1K | — |
| New Ocean Health Solution LLC, (software platform for wellness management) | $250K – $500K | — |
| Art is Love SPV I, LLC (business investment) | — | — |
| Art is Love (art curation, design, and manufacturing) | $50K – $100K | — |
| Element Worldwide, notes receivable (music platform for emerging artists) | $50K – $100K | Interest · $5K – $15K |
| Pelican Lake Farm outbuildings, Ottertail County, MN | $1M – $5M | — |
| Great Plains Opportunity Zone Fund I, LLC (real estate investment fund) | — | — |
| Great Plains Project 1001 Venture, LLC | — | — |
| Great Plains 1001 Holdings, LLC, mixed use multi-family and commercial real estate Fargo, ND | $1M – $5M | — |
| Great Plains 1017 Venture, LLC | — | — |
| Great Plains 1017 Holdings, LLC, land held for sale, Fargo, ND | $250K – $500K | — |
| Great Plains Mercantile Venture, LLC | — | — |
| Great Plains Mercantile Holdings, LLC , multi- family and commercial real estate, Fargo, ND | $1M – $5M | — |
| Great Plains Kesler Investors, LLC, multi- family and commercial real estate, Fargo, ND | — | — |
| Great Plains Kesler Venture LLC, multi-family and commerical real estate, Fargo, ND | — | — |
| Great Plains Kesler North Holdings, LLC, commercial and multi-family real estate , Fargo, ND | $500K – $1M | — |
| Great Plains Kesler South Holdings, LLC, commercial and multi-family real estate, Fargo, ND | $50K – $100K | — |
| Great Plains Opportunity Zone Fund II (real estate investment fund) | — | — |
| Great Plains Block 3 Venture Investor LLC | — | — |
| Great Plains Block 3 Venture, LLC | — | — |
| Great Plains Block 3 Holdings, LLC, multi- family real estate, Fargo, ND | $1M – $5M | — |
| Great Plains NP Venture, LLC | — | — |
| Great Plains NP Holdings, LLC (multi-family real estate, Fargo, ND) | $1M – $5M | — |
| Pinky Promise Fund 2022, LP (film venture fund) | — | — |
| Honk for Jesus, LLC (film production) | Under $1K | — |
| Critical Assumptions, LLC (film production) | $100K – $250K | — |
| I Don't Understand You, LLC (film production) | $100K – $250K | — |
| If You, LLC (film production) | Under $1K | Distribution from sale · $77.9K |
| Starling, LLC (film production) | Under $1K | Distribution from sale · $38.3K |
| Cozy Cottage Films, LLC (film production) | $50K – $100K | — |
| Neutral Produtions, LTD (film production) | $15K – $50K | — |
| Personal loan to Pinky Promise, LLC | $1M – $5M | Interest · $100K – $1M |
| Personal Loan to Downtown Fargo Real Estate Investment Fund I, LLC | $1M – $5M | Interest · $100K – $1M |
| Personal loan to Mr. Ramstad | $100K – $250K | Interest · $5K – $15K |
| Seashore Haven, LLC, condo, Ft. Lauderdale, FL | $1M – $5M | — |
| Laurel Road, LLC, Oil and Gas Lease and equipment leasing, McKenzie County / Williams County, North Dakota (Kodiak Oil & Gas Corp.) | $1K – $15K | — |
| Auto Owners Annuity, Fixed Annuity | $1K – $15K | — |
| Pelican Lake Farm Acreage, Ottertail County, MN | $1M – $5M | Rent or Royalties · $1K – $2.5K |
| Burgum Farm Partnership, LLP, (crop, land, and mineral interest) farm land Cass County, ND and Williams County, ND | $500K – $1M | Crop Sales · $2.7K |
| Oil and Gas Lease - Continental Resources Williams County, ND | — | Rent or Royalties · $5K – $15K |
| Tallgrass Trail - home and outbuildings, Cass County, ND | $1M – $5M | — |
| Tallgrass Trail - farm land, Clay County, MN | $100K – $250K | Rent or Royalties · $2.5K – $5K |
| 7S Ranch, land, Slope County, ND | $1M – $5M | Rent or Royalties · $15K – $50K |
| Tallgrass Trail - undeveloped land - Cass County, ND | $500K – $1M | — |
| Tallgrass Trail Farmland, Cass County, ND west and south land | $1M – $5M | Rent or Royalties · $15K – $50K |
| United States Bank (Cash #1) | $15K – $50K | — |
| United States Bank (Cash #2) | $15K – $50K | — |
| United States Bank (Cash #3) | $15K – $50K | — |
| Doug Burgum for America, note receivable | $5M – $25M | — |
| Northwestern Mutual, whole life (x71) | $1K – $15K | — |
| Northwestern Mutual, whole life (x45) | $1K – $15K | — |
| Northwestern Mutual, whole life (x70) | $1K – $15K | — |
| Northwestern Mutual, Variable Whole Life (x745), invested in: | — | — |
| Index 500 Stock (MSA/Blackrock) | $15K – $50K | — |
| Northwestern Mutual, whole life | $250K – $500K | Dividends · $5K – $15K |
| 529 Plan #1, ND (College SAVE) College Savings Plan | — | — |
| Aggressive Growth Portfolio - Advisor | $500K – $1M | — |
| 529 Plan #2, ND (College SAVE) College Savings Plan | — | — |
| Aggressive Growth Portfolio - Advisor | $250K – $500K | — |
| 529 Plan #3, ND (College SAVE) College Savings Plan | — | — |
| Aggressive Growth Portfolio - Advisor | $500K – $1M | — |
| Investment Account #2 | — | — |
| Arlington Heights Ill GO -- (--) | $1K – $15K | Interest · $201 – $1K |
| Atlassian Corporation Plc Class A Ordinary Shares TEAM | $15K – $50K | — |
| Calhoun CNTY Ala BRD ED -- (--) | $1K – $15K | Interest · $201 – $1K |
| Costco Wholesale Corp. COST | $50K – $100K | Dividends · $1K – $2.5K |
| Duke Energy Corp. DUK oversight | $1K – $15K | Dividends · $201 – $1K |
| Enterprise Products Partners L.P. Common Stock EPD | $50K – $100K | Dividends · $2.5K – $5K |
| Floresville Tex Indpt -- (--) | $1K – $15K | Interest · $201 – $1K |
| Kinder Morgan, Inc. KMI oversight | $1K – $15K | Dividends |
| Lamb Weston Holdings, Inc. LW | $1K – $15K | Dividends |
| U.S. Bank Deposit Program -- (--) | $15K – $50K | Interest |
| Napa Calif WTR Rev Ref -- (--) | $1K – $15K | Interest · $201 – $1K |
| ONEOK, Inc. OKE | $1K – $15K | Dividends · $201 – $1K |
| Otter Tail Corp. OTTR | $1K – $15K | Dividends · $201 – $1K |
| Targa Resources Corp. TRGP | $15K – $50K | Dividends · $201 – $1K |
| VanEck Vectors Gold Miners ETF GDX | $15K – $50K | — |
| Verizon Communications, Inc. VZ | $1K – $15K | Dividends · $201 – $1K |
| Xcel Energy, Inc. XEL | $15K – $50K | Dividends · $201 – $1K |
| Pinky Promise Fund 2022, LP (Film Fund) | — | — |
| Honk for Jesus, LLC (film production) | Under $1K | — |
| Critical Assumptions, LLC (film production) | $1K – $15K | — |
| I Don't Understand You, LLC (film production) | $1K – $15K | — |
| If You, LLC (film production) | Under $1K | Distribution from sale · $5.6K |
| Starling, LLC (film production) | Under $1K | Distribution from sale · $2.7K |
| Cozy Cottage Films, LLC (film production) | $1K – $15K | — |
| Neutral Productions, LTD (film production) | $1K – $15K | — |
| Intentionally Defective Grantor Trust | — | — |
| Northwestern Mutual, Whole Life (x73) | $500K – $1M | Dividends · $15K – $50K |
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.