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 |
Spouse's assets
22 positions, as filed · back to all 324| Asset | Owner | Value | Income |
|---|---|---|---|
| Tallgrass Trail LLC (Family Office) | Spouse | — | salary, bonus |
| IRA Investment Account #1 | Spouse | — | — |
| US Brokerage Sweep Account (Cash) | Spouse | $1K – $15K | — |
| Blackrock Emerging Madcx MADCX | Spouse | $1K – $15K | — |
| Blackrock Eqty Dividend Madvx MADVX | Spouse | $1K – $15K | — |
| Edgewood Growth Fund CL Egfix EGFIX | Spouse | $1K – $15K | — |
| Fuller & Thaler Behvrl FTHSX FTHSX | Spouse | $1K – $15K | — |
| GS GQG Partners Gsimx GSIMX | Spouse | $1K – $15K | — |
| Ishares Russell 1000 Iwd IWD | Spouse | $15K – $50K | — |
| Ishares Russell 1000 Iwf IWF | Spouse | $15K – $50K | — |
| Ishares TR Core Msci Idev IDEV | Spouse | $1K – $15K | — |
| Ishares US Treasury Bond Govt GOVT | Spouse | $15K – $50K | — |
| MFS Value FD CL I Meiix MEIIX | Spouse | $1K – $15K | — |
| Oakmark Intl FD CL Oanix OANIX | Spouse | $1K – $15K | — |
| Pimco Investment Grade PBDPX PBDPX | Spouse | $1K – $15K | — |
| Blackrock Liquidity Fund BUPPXX | Spouse | Under $1K | — |
| Schwab US Small-cap ETF SCHA | Spouse | $1K – $15K | — |
| Vanguard Mortgage-backed VMBS VMBS | Spouse | $1K – $15K | — |
| Vanguard Russell 1000 ET Vong VONG | Spouse | $1K – $15K | — |
| Vanguard Total Internatl BNDX BNDX | Spouse | $1K – $15K | — |
| 401k Investment Account #1 | Spouse | — | — |
| Vanguard Target Retirement 2030 Fund | Spouse | $250K – $500K | — |
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.