21trades · $616K est.
19%
disclosed on time · 17 late, worst 53d over
$9.6Mest. assets · Termination
Since nomination
Nominee 278 (02/04/2021) vs TerminationDivested
7 positions · $7M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| International Paper Restricted Stock Units (vested) | "back Channel | Self | $1M – $5M |
| US Bank Account #2 (cash) | Other assets | — | $1M – $5M |
| Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares VISTX | Other assets | — | $500K – $1M |
| International Paper Restricted Stock (unvested) | "back Channel | Self | $100K – $250K |
| UBS Switzerland Account (cash) | Other assets | — | $50K – $100K |
| US Bank Account #1 (cash) | Other assets | — | $15K – $50K |
| Allianz | "back Channel | Self | Under $1K |
Held at termination
18 positions · $4.4M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| T Rowe Price Retirement 2030 Fund TRRCX | "back Channel | Self | $250K – $500K | $500K – $1M |
| American funds EuroPacific Growth Fund Class F2 Shares AEPFX | Other assets | — | $250K – $500K | $250K – $500K |
| American Funds New World Fund, Inc Class F2 Shares NFFFX | Other assets | — | $250K – $500K | $250K – $500K |
| First EagleGlobal Fund Class I Shares SGIIX | Other assets | — | $250K – $500K | $250K – $500K |
| T Rowe Price Dividend Growth Fund, Inc PRDGX | Other assets | — | $250K – $500K | $250K – $500K |
| Vanguard Dividend Appreciation Index Fund ETF Class Shares VIG | Other assets | — | $250K – $500K | $250K – $500K |
| Permanent Portfolio Class I Shares PRPFX | Other assets | — | $100K – $250K | $250K – $500K |
| AMG Yacktman Fund Class I Shares YACKX | Other assets | — | $100K – $250K | $100K – $250K |
| BlackRockGlobal Allocation Fund, Inc Institutional Shares MALOX | Other assets | — | $100K – $250K | $100K – $250K |
| Cullen High Dividend Equity Fund Class I Shares CHDVX | Other assets | — | $100K – $250K | $100K – $250K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | Other assets | — | $100K – $250K | $100K – $250K |
| Invesco Balanced-Risk Allocation Fund Class Y Shares ABRYX | Other assets | — | $100K – $250K | $100K – $250K |
| PIMCO All Asset Fund Class I-2 Shares PALPX | Other assets | — | $100K – $250K | $100K – $250K |
| PIMCO Income Fund Class I-2 Shares PONPX | Other assets | — | $100K – $250K | $100K – $250K |
| CREF Stock R2 | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| TIAA Traditional | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| CREF Inflation Linked Bond R2 | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| CREF Money Market R2 | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
New positions
22 positions · $5.3M est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| U.S. Bank #1 | Other assets | — | $1M – $5M |
| US Bank #2 | Other assets | — | $500K – $1M |
| Vanguard Dividend Appreciation Index Fund ETF Class Shares VIG | Other assets | — | $250K – $500K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Other assets | — | $250K – $500K |
| PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI | Other assets | — | $100K – $250K |
| US Credit Union #1 | Other assets | — | $50K – $100K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Other assets | — | $50K – $100K |
| Invesco S&P 500 Equal Weight ETF RSP | Other assets | — | $50K – $100K |
| Vanguard High Dividend Yield Index Fund ETF Shares VYM | Other assets | — | $50K – $100K |
| Vanguard High Dividend Yield Index Fund ETF Shares VYM | Other assets | — | $50K – $100K |
| US Bank #1 (cash) | Other assets | — | $15K – $50K |
| Massachusetts State, bonds | Other assets | — | $15K – $50K |
| Chicago, IL, bond | Other assets | — | $15K – $50K |
| New Jersey, bond | Other assets | — | $15K – $50K |
| Cash | Other assets | — | $15K – $50K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Other assets | — | $15K – $50K |
| New York, NY, bond | Other assets | — | $1K – $15K |
| Wisconsin State, bond | Other assets | — | $1K – $15K |
| Prudential Financial, Inc. PRU | Other assets | — | $1K – $15K |
| Connecticut State, bonds | Other assets | — | 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 |
|---|---|---|---|---|---|
| GE General Electric Co. | Sell | $1K – $15K | Self | Jan 24, 2023 | filing ↗ |
| XOM Exxon Mobil Corp. | Sell | $1K – $15K | Self | Jan 24, 2023 | filing ↗ |
| SLVM Sylvamo Corporation | Sell | $15K – $50K | Self | Dec 20, 2022 | filing ↗ |
| IP International Paper Co. | Sell | $100K – $250K | Self | Dec 20, 2022 | filing ↗ |
| VRTX Vertex Pharmaceuticals, Inc. | Sell | $1K – $15K | Spouse | Nov 22, 2022 | 24d late filing ↗ |
| QCOM QUALCOMM, Inc. | Sell | $1K – $15K | Spouse | Nov 22, 2022 | 24d late filing ↗ |
| HON Honeywell International, Inc. | Sell | $15K – $50K | Spouse | Nov 22, 2022 | 24d late filing ↗ |
| AT&T Inc. | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| Warner Brothers Discovery Inc. | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| Meta Platforms Inc. Class A | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| GE General Electric Co. | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| iShares MSCI Japan ETF | Sell | $15K – $50K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| JNJ Johnson & Johnson | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| MCD McDonald's Corp. | Sell | $15K – $50K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $50K – $100K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| Novartis | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| PG Procter & Gamble Co. | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| Unilever | Sell | $15K – $50K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| W P Carey Inc. | Sell | $50K – $100K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| WMT Walmart, Inc. | Sell | $15K – $50K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
| Wells Fargo & Co | Sell | $1K – $15K | Spouse | Oct 24, 2022 | 53d late filing ↗ |
Asset holdings
Termination · filed —All positions
50 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Carnegie Endowment for International Peace 403(b) Account | Self | — | — |
| T Rowe Price Retirement 2030 Fund TRRCX | Self | $500K – $1M | — |
| A Memoir of Diplomacy and the Case for Its Renewal," Random House (value not readily ascertainable) | Self | — | — |
| A Memoir of Diplomacy and the Case for Its Renewal," Hurst Publishers, UK Foreign Rights (value not readily ascertainable) | Self | — | Rent or Royalties · $2.5K – $5K |
| A Memoir of Diplomacy and the Case for Its Renewal," Alpina OOO Publisher, Russian Foreign Rights (value not readily ascertainable) | Self | — | — |
| Center for Strategic and International Studies 401(k) | Spouse | — | — |
| TIAA Traditional | Spouse | $15K – $50K | — |
| CREF Stock R2 | Spouse | $50K – $100K | — |
| CREF Inflation Linked Bond R2 | Spouse | $15K – $50K | — |
| CREF Money Market R2 | Spouse | $1K – $15K | — |
| United Nations Defined Benefit Pension Plan (value not readily ascertainable) | Spouse | — | Retirement Payments |
| Investment Account | — | — | — |
| American funds EuroPacific Growth Fund Class F2 Shares AEPFX | — | $250K – $500K | $5K – $15K |
| American Funds New World Fund, Inc Class F2 Shares NFFFX | — | $250K – $500K | $2.5K – $5K |
| AMG Yacktman Fund Class I Shares YACKX | — | $100K – $250K | $2.5K – $5K |
| BlackRockGlobal Allocation Fund, Inc Institutional Shares MALOX | — | $100K – $250K | — |
| Cullen High Dividend Equity Fund Class I Shares CHDVX | — | $100K – $250K | $5K – $15K |
| First EagleGlobal Fund Class I Shares SGIIX | — | $250K – $500K | $5K – $15K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | — | $100K – $250K | $2.5K – $5K |
| Invesco Balanced-Risk Allocation Fund Class Y Shares ABRYX | — | $100K – $250K | $2.5K – $5K |
| Permanent Portfolio Class I Shares PRPFX | — | $250K – $500K | $2.5K – $5K |
| PIMCO All Asset Fund Class I-2 Shares PALPX | — | $100K – $250K | $5K – $15K |
| PIMCO Income Fund Class I-2 Shares PONPX | — | $100K – $250K | $5K – $15K |
| T Rowe Price Dividend Growth Fund, Inc PRDGX | — | $250K – $500K | $5K – $15K |
| Vanguard Dividend Appreciation Index Fund ETF Class Shares VIG | — | $250K – $500K | $5K – $15K |
| Vanguard Short-Term Bond Index Fund ETF Shares BSV | — | Under $1K | $5K – $15K |
| US Bank #1 (cash) | — | $15K – $50K | Interest · $201 – $1K |
| PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI | — | $100K – $250K | $2.5K – $5K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | — | $250K – $500K | $5K – $15K |
| Prudential Financial, Inc. PRU | — | $1K – $15K | — |
| Investment Account 2 | — | — | — |
| Invesco S&P 500 Equal Weight ETF RSP | — | $50K – $100K | $201 – $1K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | — | $50K – $100K | $2.5K – $5K |
| Vanguard High Dividend Yield Index Fund ETF Shares VYM | — | $50K – $100K | $1K – $2.5K |
| U.S. Bank #1 | — | $1M – $5M | Interest · $100K – $1M |
| US Credit Union #1 | — | $50K – $100K | — |
| Trust Account | — | — | — |
| Vanguard Dividend Appreciation Index Fund ETF Class Shares VIG | — | $250K – $500K | $5K – $15K |
| Vanguard High Dividend Yield Index Fund ETF Shares VYM | — | $50K – $100K | $1K – $2.5K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | — | $15K – $50K | $1K – $2.5K |
| Connecticut State, bonds | — | Under $1K | Interest · $2.5K – $5K |
| Massachusetts State, bonds | — | $15K – $50K | Interest · $1K – $2.5K |
| New York State, bonds | — | Under $1K | Interest · $2.5K – $5K |
| New York, NY, bond | — | $1K – $15K | Interest · $201 – $1K |
| Chicago, IL, bond | — | $15K – $50K | Interest · $1K – $2.5K |
| Wisconsin State, bond | — | $1K – $15K | Interest · $201 – $1K |
| US Bank #2 | — | $500K – $1M | Interest · $15K – $50K |
| New Jersey, bond | — | $15K – $50K | Interest · $1K – $2.5K |
| SEP IRA | — | — | — |
| Cash | — | $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.