80trades · $1.3M est.
36%
disclosed on time · 51 late, worst 39d over
$2.2Mest. assets · Termination
Since nomination
Nominee 278 (02/24/2021) vs TerminationDivested
22 positions · $462.5K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Costco Wholesale Corp - COST | Employment assets | Self | $15K – $50K |
| Facebook Inc - FB | Employment assets | Self | $15K – $50K |
| FEDEX Corp - FDX | Employment assets | Self | $15K – $50K |
| Honeywell International Inc - HON | Employment assets | Self | $15K – $50K |
| Luckin Coffee Inc - LKNCY | Employment assets | Self | $15K – $50K |
| Lululemon Athletica Inc - LULU | Employment assets | Self | $15K – $50K |
| Netflix Inc - NFLX | Employment assets | Self | $15K – $50K |
| Paypal Holdings Inc - PYPL | Employment assets | Self | $15K – $50K |
| Starbucks Corp - SBUX | Employment assets | Self | $15K – $50K |
| Etsy, Inc - ETSY | Employment assets | Self | $15K – $50K |
| Vanguard Total Bond Market Index Fund ETF Shares BND | Employment assets | Self | $15K – $50K |
| iShares Broad USD Investment Grade Corporate Bond ETF USIG | Employment assets | Self | $15K – $50K |
| Home Depot Inc - HD | Employment assets | Self | $1K – $15K |
| Johnson & Johnson - JNJ | Employment assets | Self | $1K – $15K |
| Teladoc Health Inc - TDOC | Employment assets | Self | $1K – $15K |
| Alibaba Group - BABA | Employment assets | Self | $1K – $15K |
| Costco Wholesale Corp - COST | Employment assets | Self | $1K – $15K |
| Facebook Inc - FB | Employment assets | Self | $1K – $15K |
| Netflix Inc - NFLX | Employment assets | Self | $1K – $15K |
| Amazon Inc - AMZN | Other assets | — | $1K – $15K |
Held at termination
32 positions · $1.8M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| SPDR S&P500 Trust - SPY | Employment assets | Self | $100K – $250K | $250K – $500K |
| Vacation Rental - Ludington, MI | Other assets | — | $100K – $250K | $100K – $250K |
| Invesco QQQ Trust, Series 1 QQQ | Employment assets | Self | $50K – $100K | $100K – $250K |
| Nvidia Corp - NVDA | Employment assets | Self | $15K – $50K | $100K – $250K |
| U.S. brokerage money market account (cash) | Employment assets | Self | $15K – $50K | $100K – $250K |
| Alphabet Inc - GOOGL | Employment assets | Self | $15K – $50K | $50K – $100K |
| Amazon Inc - AMZN | Employment assets | Self | $15K – $50K | $50K – $100K |
| Apple Inc - AAPL | Employment assets | Self | $15K – $50K | $50K – $100K |
| Microsoft Corp - MSFT | Employment assets | Self | $15K – $50K | $50K – $100K |
| Vanguard Value Index Fund ETF Shares VTV | Employment assets | Self | $15K – $50K | $50K – $100K |
| Advanced Micro Devices Inc - AMD | Employment assets | Self | $15K – $50K | $15K – $50K |
| Bank of America - BAC | Employment assets | Self | $15K – $50K | $15K – $50K |
| Intuit Inc - INTU | Employment assets | Self | $15K – $50K | $15K – $50K |
| Shopify Inc - SHOP | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Financials Index Fund ETF Shares VFH | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Industrials Index Fund ETF Class Shares VIS | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Employment assets | Self | $15K – $50K | $15K – $50K |
| Salesforce.com, Inc - CRM | Employment assets | Self | $1K – $15K | $15K – $50K |
| Walmart Inc - WMT | Employment assets | Self | $1K – $15K | $15K – $50K |
| Target Corp - TGT | Employment assets | Self | $15K – $50K | $1K – $15K |
New positions
9 positions · $306K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | Employment assets | Self | $100K – $250K |
| Meta Platforms Inc. Class A Common Stock META | Employment assets | Self | $50K – $100K |
| Meta Platforms Inc. Class A Common Stock META | Employment assets | Self | $1K – $15K |
| Invesco QQQ Trust, Series 1 QQQ | Employment assets | Self | $1K – $15K |
| Invesco QQQ Trust, Series 1 QQQ | Other assets | — | $1K – $15K |
| NIO Inc. American depositary shares each representing one Class A ordinary share NIO | Employment assets | Self | $1K – $15K |
| Alphabet, Inc. GOOG | Employment assets | Self | $1K – $15K |
| Vanguard S&P 500 ETF SHS VOO | Employment assets | Self | $1K – $15K |
| Vanguard S&P 500 ETF SHS VOO | 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 |
|---|---|---|---|---|---|
| LULU lululemon athletica, Inc. | Sell | $15K – $50K | Self | Nov 21, 2024 | 19d late filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Nov 21, 2024 | 19d late filing ↗ |
| CRWD CrowdStrike Holdings Inc. Class A Common Stock | Sell | $15K – $50K | Self | Nov 21, 2024 | 19d late filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Sell | $15K – $50K | Self | Nov 21, 2024 | 19d late filing ↗ |
| ADSK Autodesk, Inc. | Sell | $15K – $50K | Self | Nov 21, 2024 | 19d late filing ↗ |
| PAYC Paycom Software, Inc. | Sell | $15K – $50K | Self | Nov 21, 2024 | 19d late filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $1K – $15K | Self | Nov 21, 2024 | 19d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Nov 21, 2024 | 19d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Buy | $15K – $50K | Self | Nov 21, 2024 | 19d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Sell | $1K – $15K | Self | Nov 20, 2024 | 20d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $1K – $15K | Self | Jun 12, 2024 | 30d late filing ↗ |
| META Meta Financial Group, Inc. | Sell | $1K – $15K | Self | Jun 12, 2024 | 30d late filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell | $1K – $15K | Self | Jun 12, 2024 | 30d late filing ↗ |
| NVDA NVIDIA Corp. | Sell (partial) | $1K – $15K | Self | Mar 22, 2024 | filing ↗ |
| AMD Advanced Micro Devices, Inc. | Sell (partial) | $1K – $15K | Self | Mar 22, 2024 | filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Buy | $50K – $100K | Self | Mar 21, 2024 | filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Dec 19, 2023 | 14d late filing ↗ |
| GOOG Alphabet, Inc. | Buy | $1K – $15K | Self | Dec 19, 2023 | 14d late filing ↗ |
| VBR Vanguard Small-Cap Value Index Fund ETF Class Shares | Sell | $1K – $15K | Self | Dec 19, 2023 | 14d late filing ↗ |
| INTU Intuit, Inc. | Sell | $1K – $15K | Self | Dec 19, 2023 | 14d late filing ↗ |
| WMT Walmart, Inc. | Sell | $1K – $15K | Self | Dec 19, 2023 | 14d late filing ↗ |
| TGT Target Corp. | Sell | $1K – $15K | Self | Dec 19, 2023 | 14d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $15K – $50K | Self | Dec 19, 2023 | 14d late filing ↗ |
| F Ford Motor Co. | Sell | $15K – $50K | Self | Dec 19, 2023 | 14d late filing ↗ |
| SWVXX Schwab Value Advantage Money Fund Investor Class Shares | Buy | $15K – $50K | Self | Aug 25, 2023 | 16d late filing ↗ |
| NIO NIO Inc. American depositary shares each representing one Class A ordinary share | Buy | $1K – $15K | Self | Aug 25, 2023 | 16d late filing ↗ |
| PLTR Palantir Technologies Inc. Class A Common Stock | Buy | $1K – $15K | Self | Aug 25, 2023 | 16d late filing ↗ |
| NVDA NVIDIA Corp. | Sell | $15K – $50K | Self | Jun 9, 2023 | 21d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Buy | $1K – $15K | Self | Dec 15, 2022 | 4d late filing ↗ |
| VOO Vanguard S&P 500 | Buy | $1K – $15K | Self | Dec 15, 2022 | 4d late filing ↗ |
| AMD Advanced Micro Devices, Inc. | Buy | $1K – $15K | Self | Dec 15, 2022 | 4d late filing ↗ |
| BAC Bank of America Corp. | Buy | $1K – $15K | Self | Dec 15, 2022 | 4d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Buy | $15K – $50K | Self | Dec 15, 2022 | 4d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $15K – $50K | Self | Dec 15, 2022 | 4d late filing ↗ |
| TGT Target Corp. | Buy | $1K – $15K | Self | Dec 15, 2022 | 4d late filing ↗ |
| WMT Walmart, Inc. | Buy | $1K – $15K | Self | Dec 15, 2022 | 4d late filing ↗ |
| GOOGL Alphabet, Inc. | Buy | $1K – $15K | Self | Jul 11, 2022 | 39d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Buy | $1K – $15K | Self | Jul 11, 2022 | 39d late filing ↗ |
| VOO vanguard S&P 500 | Buy | $1K – $15K | Self | Jul 11, 2022 | 39d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Buy | $1K – $15K | Self | Jun 13, 2022 | 35d late filing ↗ |
| SPY SPDR S&P 500 ETF Trust | Buy | $1K – $15K | Self | Jun 13, 2022 | 35d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Jun 10, 2022 | 38d late filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Sell | $1K – $15K | Self | May 10, 2022 | 3d late filing ↗ |
| VFH Vanguard Financials Index Fund ETF Shares | Buy | $15K – $50K | Self | Apr 20, 2022 | 23d late filing ↗ |
| FB Meta Platforms | Buy | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| PAYC Paycom Software, Inc. | Buy | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| SHOP Shopify | Buy | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| MSFT Microsoft Corp. | Buy | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| AAPL Apple, Inc. | Buy | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| SE Sea Limited | Sell | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| RBLX Robolox | Sell | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| NFLX Netflix, Inc. | Sell | $1K – $15K | Self | Apr 20, 2022 | 23d late filing ↗ |
| SE Sea Limited | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| SHOP Shopify Inc. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| ADSK Autodesk, Inc. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| CRM salesforce.com, inc. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| CRWD Crowdstrike Holding's Inc. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| FB Facebook, Inc. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| PAYC Paycom Software, Inc. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| RBLX Robolox Corp. | Buy | $1K – $15K | Self | Feb 4, 2022 | filing ↗ |
| SBUX Starbucks Corp. | Sell | $15K – $50K | Self | Feb 2, 2022 | filing ↗ |
| PYPL PayPal Holdings, Inc. | Sell | $1K – $15K | Self | Feb 2, 2022 | filing ↗ |
| MSFT Microsoft Corp. | Sell | $1K – $15K | Self | Jan 12, 2022 | filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Jan 12, 2022 | filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Jan 12, 2022 | filing ↗ |
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | Sell | $15K – $50K | Self | Jan 12, 2022 | filing ↗ |
| BND Vanguard Total Bond Market Index Fund ETF Shares | Sell | $15K – $50K | Self | Jan 12, 2022 | filing ↗ |
| RBLX Roblox Corporation | Buy | $15K – $50K | Self | Dec 1, 2021 | filing ↗ |
| SE Sea Limited | Buy | $1K – $15K | Self | Dec 1, 2021 | filing ↗ |
| PTON Peloton Interactive Inc. | Sell | $1K – $15K | Self | Aug 27, 2021 | filing ↗ |
| ETSY Etsy, Inc. | Sell | $15K – $50K | Self | Aug 27, 2021 | filing ↗ |
| BABA Alibaba Group Holding Limited | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| PAYC Paycom Software, Inc. | Buy | $15K – $50K | Self | Aug 10, 2021 | filing ↗ |
| ADSK Autodesk, Inc. | Buy | $15K – $50K | Self | Aug 10, 2021 | filing ↗ |
| F Ford Motor Company | Buy | $15K – $50K | Self | Aug 10, 2021 | filing ↗ |
| CRWD CrowdStrike Holdings | Buy | $15K – $50K | Self | Aug 10, 2021 | filing ↗ |
| TDOC Teladoc Health, Inc. | Sell | $15K – $50K | Self | Jul 7, 2021 | filing ↗ |
| COST Costco Wholesale Corp. | Sell | $15K – $50K | Self | Jul 7, 2021 | filing ↗ |
| COST Costco Wholesale Corp. | Sell | $1K – $15K | Self | Jun 8, 2021 | 24d late filing ↗ |
Asset holdings
Termination · filed —All positions
44 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA # 1 | Self | — | — |
| Adobe Inc - ADBE | Self | $1K – $15K | — |
| Advanced Micro Devices Inc - AMD | Self | $15K – $50K | — |
| Alphabet Inc - GOOGL | Self | $50K – $100K | Dividends · $201 – $1K |
| Amazon Inc - AMZN | Self | $50K – $100K | — |
| Apple Inc - AAPL | Self | $50K – $100K | Dividends · $201 – $1K |
| Bank of America - BAC | Self | $15K – $50K | Dividends · $201 – $1K |
| Meta Platforms Inc. Class A Common Stock META | Self | $50K – $100K | Dividends · $201 – $1K |
| Intuit Inc - INTU | Self | $15K – $50K | — |
| Microsoft Corp - MSFT | Self | $50K – $100K | Dividends · $201 – $1K |
| Nvidia Corp - NVDA | Self | $100K – $250K | — |
| Shopify Inc - SHOP | Self | $15K – $50K | — |
| Target Corp - TGT | Self | $1K – $15K | Dividends · $201 – $1K |
| Invesco QQQ Trust, Series 1 QQQ | Self | $100K – $250K | $201 – $1K |
| SPDR S&P500 Trust - SPY | Self | $250K – $500K | $1K – $2.5K |
| U.S. brokerage money market account (cash) | Self | $100K – $250K | — |
| Salesforce.com, Inc - CRM | Self | $15K – $50K | — |
| Vanguard Financials Index Fund ETF Shares VFH | Self | $15K – $50K | $201 – $1K |
| Vanguard Industrials Index Fund ETF Class Shares VIS | Self | $15K – $50K | $201 – $1K |
| Vanguard Small-Cap Value Index Fund ETF Class Shares VBR | Self | $15K – $50K | $201 – $1K |
| Vanguard Value Index Fund ETF Shares VTV | Self | $50K – $100K | $1K – $2.5K |
| Walmart Inc - WMT | Self | $15K – $50K | Dividends · $201 – $1K |
| NIO Inc. American depositary shares each representing one Class A ordinary share NIO | Self | $1K – $15K | — |
| Schwab Value Advantage Money Fund Investor Class Shares SWVXX | Self | $100K – $250K | $2.5K – $5K |
| IRA #2 | Self | — | — |
| Amazon Inc - AMZN | Self | $1K – $15K | — |
| Apple Inc - AAPL | Self | $1K – $15K | — |
| Meta Platforms Inc. Class A Common Stock META | Self | $1K – $15K | — |
| Microsoft Corp - MSFT | Self | $1K – $15K | — |
| Southwest Airlines Co - LUV | Self | $1K – $15K | — |
| U.S. brokerage money market account (cash) | Self | $1K – $15K | — |
| Walmart - WMT | Self | $1K – $15K | — |
| Alphabet, Inc. GOOG | Self | $1K – $15K | — |
| Invesco QQQ Trust, Series 1 QQQ | Self | $1K – $15K | — |
| Vanguard S&P 500 ETF SHS VOO | Self | $1K – $15K | — |
| Brokerage Account | — | — | — |
| Apple Inc - AAPL | — | $1K – $15K | — |
| Microsoft Corp - MSFT | — | $1K – $15K | — |
| Nvidia Corp - NVD | — | $1K – $15K | — |
| U.S. brokerage money market account (cash) | — | $1K – $15K | — |
| Invesco QQQ Trust, Series 1 QQQ | — | $1K – $15K | — |
| Vanguard S&P 500 ETF SHS VOO | — | $1K – $15K | — |
| Vacation Rental - Ludington, MI | — | $100K – $250K | Rent or Royalties · $15K – $50K |
| U.S. bank #1 (cash) | — | $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.