Benjamin S Carson
Stone Ridge All Asset VRP × 6 Stone Ridge Reinsurance RP × 5 GS Fin Corp Medium Term Note × 3 PCRAX × 2 AZBAX × 2 Baron Growth × 1 view in graph
26trades · $3.9M est.
$15Mest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Blackrock High Yield Portfolio Services Shares | Buy | $100K – $250K | — | Feb 19, 2021 | filing ↗ |
| Undiscovered Mgr Behavioral Value A | Sell | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
| Baron Growth | Sell | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
| Oppenheimer Developing Markets A | Sell | $100K – $250K | — | Jan 5, 2021 | filing ↗ |
| Stone Ridge All Asset VRP | Sell | $15K – $50K | — | Dec 9, 2020 | filing ↗ |
| Stone Ridge All Asset VRP | Sell | $50K – $100K | — | Dec 9, 2020 | filing ↗ |
| Stone Ridge Reinsurance RP | Sell | $1K – $15K | — | Nov 20, 2020 | filing ↗ |
| Stone Ridge Reinsurance RP | Sell | $15K – $50K | — | Nov 20, 2020 | filing ↗ |
| Stone Ridge All Asset VRP | Sell | $15K – $50K | — | Oct 9, 2020 | filing ↗ |
| Stone Ridge All Asset VRP | Sell | $100K – $250K | — | Oct 9, 2020 | filing ↗ |
| Stone Ridge Reinsurance RP | Sell | $1K – $15K | — | Aug 21, 2020 | filing ↗ |
| Stone Ridge Reinsurance RP | Sell | $15K – $50K | — | Aug 21, 2020 | filing ↗ |
| Stone Ridge All Asset VRP | Sell | $50K – $100K | — | Jul 10, 2020 | filing ↗ |
| Stone Ridge All Asset VRP | Sell | $100K – $250K | — | Jul 10, 2020 | filing ↗ |
| Stone Ridge Reinsurance RP | Sell | $1K – $15K | — | May 29, 2020 | filing ↗ |
| Stone Ridge Reinsurnace RP | Sell | $15K – $50K | — | May 29, 2020 | filing ↗ |
| K Kellogg Co | Sell | $500K – $1M | — | Mar 18, 2020 | filing ↗ |
| GS Fin Corp Medium Term Note | Sell | $50K – $100K | — | Feb 28, 2020 | filing ↗ |
| GS Fin Corp Medium Term Note | Buy | $250K – $500K | — | Feb 28, 2020 | filing ↗ |
| GS Fin Corp Medium Term Note | Sell | $500K – $1M | — | Feb 28, 2020 | filing ↗ |
| AZBAX AllianzGI Small-Cap Fund Class A Shares | Sell | $15K – $50K | — | Feb 19, 2020 | filing ↗ |
| PCRAX PIMCO CommodityRealReturn Strategy Fund Class A Shares | Sell | $50K – $100K | — | Feb 19, 2020 | filing ↗ |
| LTMFX Thornburg Limited Term Municipal Fund Class A Shares | Sell | $50K – $100K | — | Feb 19, 2020 | filing ↗ |
| AZBAX AllianzGI Small-Cap Fund Class A Shares | Sell | $100K – $250K | — | Feb 19, 2020 | filing ↗ |
| MWHYX MetWest High Yield Bond Fund Class M Shares | Sell | $100K – $250K | — | Feb 19, 2020 | filing ↗ |
| PCRAX PIMCO CommodityRealReturn Strategy Fund Class A Shares | Sell | $50K – $100K | — | Feb 4, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
81 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Kellogg Company | Self | $100K – $250K | Dividends · $5K – $15K |
| IRA #1 | Self | — | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share | Self | $1M – $5M | — |
| First Eagle Overseas A | Self | Under $1K | $201 – $1K |
| GS Fin Corp Medium Term Note | Self | $250K – $500K | — |
| Schwab Intl Index | Self | Under $1K | $5K – $15K |
| Invesco Convertible Securities A | Self | $100K – $250K | $1K – $2.5K |
| PIMCO Income A | Self | $100K – $250K | $5K – $15K |
| Stone Ridge High Yield Reinsurance Risk Premium | Self | $100K – $250K | $5K – $15K |
| USAA Short-Term Bond | Self | $100K – $250K | $5K – $15K |
| AIP Absolute Return Fund STS | Self | $250K – $500K | — |
| American Century Mid Cap Value | Self | Under $1K | $1K – $2.5K |
| Deutsche Global Real Estate Securities | Self | Under $1K | $2.5K – $5K |
| Invesco Balanced-Risk Allc A | Self | Under $1K | $1K – $2.5K |
| JPMorgan Strategic Income Opps A | Self | $100K – $250K | $1K – $2.5K |
| Metropolitan West High Yield Bond | Self | Under $1K | $201 – $1K |
| Stone Ridge Reinsurance Risk Premium | Self | $50K – $100K | $1K – $2.5K |
| Undiscovered Mgrs Behavioral Value A | Self | Under $1K | $201 – $1K |
| BlackRock High Yield Bond Portfolio Service Shares BHYSX | Self | $100K – $250K | $2.5K – $5K |
| GS Fin Corp Medium Term Note #2 | Self | $250K – $500K | — |
| GS Fin Corp Medium Term Note #3 | Self | $250K – $500K | — |
| American Business Collaborative, LLC (self employed passthrough entity for public speaking and book royalties) | Self | — | — |
| Review & Herald Publishing Association - TITLE: Gifted Hands: The Ben Carson Story (Value not readily ascertainable) | Self | — | Rent or Royalties · $1K – $2.5K |
| American Business Collaborative, LLC 401k Plan | Self | — | — |
| Undiscovered Mgrs Behavioral Value A | Self | Under $1K | $201 – $1K |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share | Self | $50K – $100K | — |
| Invesco Convertible Securities A | Self | $250K – $500K | $2.5K – $5K |
| Deutsche Global Real Estate Securities | Self | Under $1K | $1K – $2.5K |
| HarperCollins Christian Publishing - TITLE: Think Big: Unleashing Your Potential for Excellence (Value not readily ascertainable) | Self | — | Rent or Royalties · $1K – $2.5K |
| HarperCollins Christian Publishing - TITLE: The Big Picture (Value not readily ascertainable) | Self | — | Rent or Royalties · $1K – $2.5K |
| HarperCollins Christian Publishing: TITLE: Take the Risk: Learning to Identify, Choose, and Live with Acceptable Risk (Value not readily ascertainable) | Self | — | Rent or Royalties · $1K – $2.5K |
| HarperCollins Christian Publishing - TITLE: America The Beautiful: Rediscovering What Made This Nation Great (Value not readily ascertainable) | Self | — | Rent or Royalties |
| HarperCollins Christian Publishing - TITLE: You Have a Brain: A Teen's Guide to T.H.I.N.K. B.I.G. (Value not readily ascertainable) | Self | — | Rent or Royalties · $1K – $2.5K |
| Tyndale House Publishers, Inc. - TITLE: One Vote: Make Your Voice Heard (Value not readily ascertainable) | Self | — | Rent or Royalties |
| Penguin Group USA - TITLE: One Nation: What We Can All Do to Save America's Future (Value Not | Self | — | Rent or Royalties |
| Penguin Group USA - TITLE: A More Perfect Union: What We the People Can Do to Reclaim Our Constitutional Liberties (Value not readily a | Self | — | Rent or Royalties |
| American Business Collaborative, LLC | Spouse | — | Salary |
| HarperCollins Christian Publishing: Title: America The Beautiful: Rediscovering What Made This Nation Great (value not readily ascertainable) | Spouse | — | Rent or Royalties Dividends |
| American Business Collaborative, LLC 401k Plan | Spouse | — | — |
| Schwab Intl Index | Spouse | Under $1K | $2.5K – $5K |
| Invesco Convertible Securities Fund | Spouse | $50K – $100K | $201 – $1K |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share | Spouse | $100K – $250K | — |
| PIMCO Income | Spouse | $15K – $50K | $1K – $2.5K |
| Schwab Money Market | Spouse | $1K – $15K | $201 – $1K |
| IRA #1 | Spouse | — | — |
| JP Morgan Strategic Income Opps | Spouse | $15K – $50K | $201 – $1K |
| USAA Short-Term Bond | Spouse | $15K – $50K | $1K – $2.5K |
| Invesco Convertible Securities A | Spouse | $50K – $100K | $201 – $1K |
| Stone Ridge Reinsurance Risk Premium | Spouse | $15K – $50K | $201 – $1K |
| Invesco Balanced-Risk Allc A | Spouse | Under $1K | $201 – $1K |
| American Century Mid Cap Value | Spouse | Under $1K | $201 – $1K |
| Schwab Intl Index | Spouse | Under $1K | $201 – $1K |
| Deutsche Global Real Estate Securities | Spouse | Under $1K | $201 – $1K |
| GS Fin Corp Medium Term Note | Spouse | $50K – $100K | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Shares | Spouse | $250K – $500K | — |
| BlackRock High Yield Bond Portfolio Service Shares BHYSX | Spouse | $100K – $250K | $2.5K – $5K |
| GS Fin Corp Medium Term Note | Spouse | $50K – $100K | — |
| GS Fin Corp Medium Term Note #3 | Spouse | $50K – $100K | — |
| Pruco Life Insurance Co. Variable Annuity | — | — | — |
| AST Advanced Strategies Portfolio | — | $500K – $1M | — |
| Schwab Advisor Cash Reserves Fund - Premier Sweep Share | — | $1M – $5M | $1K – $2.5K |
| Stone Ridge US Variance Risk Premium Master Fund | — | Under $1K | $5K – $15K |
| Schwab Value Advantage Money Market | — | $500K – $1M | $1K – $2.5K |
| Quiet Valley Farm (Upperco, MD) | — | $100K – $250K | Rent or Royalties · $2.5K – $5K |
| American Funds New Perspective Fund (529 Plan) | — | $15K – $50K | — |
| Thornburg Ltd Term Muni | — | $50K – $100K | $1K – $2.5K |
| U.S. Bank Account #1 (cash) | — | $100K – $250K | — |
| U.S. Bank Account #2 (cash) | — | $50K – $100K | — |
| Costco Wholesale | — | $500K – $1M | $15K – $50K |
| Floreat Infrastructure, LLC | — | — | — |
| Carlyle Global Infrastructure Opportunity Fund, L.P | — | $1K – $15K | $1K – $2.5K |
| Crimson Midstream Holdings | — | $1K – $15K | — |
| AlphaStruxure | — | Under $1K | — |
| JFKTerminalOneCo | — | $1K – $15K | — |
| Cash | — | $100K – $250K | $1K – $2.5K |
| Inbs, LLC | — | — | — |
| Schwab Money Market | — | $1K – $15K | — |
| Alterna Capital Solutions, LLC | — | $250K – $500K | $5K – $15K |
| Mont Re Revocable Trust | — | — | — |
| Schwab Value Advantage Money Market | — | $500K – $1M | $1K – $2.5K |
| HSBC Note | — | $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.