111trades · $1.2M est.
48%
disclosed on time · 58 late, worst 402d over
$1.4Mest. assets · Termination
Since nomination
Nominee 278 (05/05/2021) vs TerminationDivested
32 positions · $256K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| 10X Genomics Inc CL A | Other assets | — | $1K – $15K |
| Amazon Com Inc | Other assets | — | $1K – $15K |
| Carvana Co CL A | Other assets | — | $1K – $15K |
| Chewy Inc CL A | Other assets | — | $1K – $15K |
| Cloudflare Inc CL A | Other assets | — | $1K – $15K |
| Coupa Software Inc | Other assets | — | $1K – $15K |
| Dexcom Inc | Other assets | — | $1K – $15K |
| Facebook Inc CL-A | Other assets | — | $1K – $15K |
| Guardant Health Inc | Other assets | — | $1K – $15K |
| Illumina Inc | Other assets | — | $1K – $15K |
| Intuitive Surgical Inc | Other assets | — | $1K – $15K |
| Ishares Russell 1000 GRW ETF | Other assets | — | $1K – $15K |
| Mongodb Inc CL A | Other assets | — | $1K – $15K |
| Netflix Inc | Other assets | — | $1K – $15K |
| Nvidia Corporation | Other assets | — | $1K – $15K |
| Okta, Inc CL A | Other assets | — | $1K – $15K |
| Pinterest Inc CL A | Other assets | — | $1K – $15K |
| Royalty Pharma PLC SHS Class A | Other assets | — | $1K – $15K |
| Shopify Inc | Other assets | — | $1K – $15K |
| Snap INC. CL A | Other assets | — | $1K – $15K |
Held at termination
10 positions · $561K est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. Bank #1 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| Residential real estate, Atlanta, GA | Other assets | — | $100K – $250K | $100K – $250K |
| American Cap WRLD GR & Inc F2 WGIFX | Employment assets | Self | $15K – $50K | $15K – $50K |
| American New Perspective F2 ANWFX | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. Bank #2 (cash) | Other assets | — | $15K – $50K | $15K – $50K |
| American GW FD Of America F2 GFFFX | Employment assets | Self | $1K – $15K | $15K – $50K |
| American New Economy F2 NEFFX | Employment assets | Self | $1K – $15K | $15K – $50K |
| American Small Cap World F2 SMCFX | Employment assets | Self | $1K – $15K | $15K – $50K |
| American Europacific GRW F2 AEPFX | Employment assets | Self | $1K – $15K | $1K – $15K |
| U.S. brokerage account (cash) | Other assets | — | $1K – $15K | $1K – $15K |
New positions
19 positions · $825.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Lincoln National Life Insurance Company, Universal Life | Other assets | — | $100K – $250K |
| MetLife Life Insurance, Term Life | Other assets | — | $100K – $250K |
| American Capital World Growth & Income Fund Class F2 Shares WGIFX | Other assets | — | $50K – $100K |
| American Investment Company of America Class F2 Shares ICAFX | Other assets | — | $50K – $100K |
| American Balanced Fund Class F2 Shares AMBFX | Other assets | — | $15K – $50K |
| American Funds Bond Fund of America F2 ABNFX | Other assets | — | $15K – $50K |
| American Capital Income Builder Class F2 Shares CAIFX | Other assets | — | $15K – $50K |
| American Growth Fund of America Class F2 Shares GFFFX | Other assets | — | $15K – $50K |
| American SMALLCAP World Fund, Inc Class F2 Shares SMCFX | Other assets | — | $15K – $50K |
| American Funds Strategic Bond Fund Class F2 Shares ANBFX | Other assets | — | $15K – $50K |
| Washington Mutual Investors Fund Class F2 Shares WMFFX | Other assets | — | $15K – $50K |
| American Funds Multi-Sector Income Fund Class F2 Shares MIAYX | Other assets | — | $15K – $50K |
| American Global Insight F2 AGVGX | Other assets | — | $15K – $50K |
| U.S. Bank #3 (cash) | Other assets | — | $1K – $15K |
| U.S. Bank #4 (cash) | Other assets | — | $1K – $15K |
| American Global Insight F2 AGVGX | Employment assets | Self | $1K – $15K |
| American New World F2 NFFFX | Employment assets | Self | $1K – $15K |
| U.S. brokerage account (cash) | Employment assets | Self | Under $1K |
| iShares Core Aggressive Allocation ETF AOA | 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 |
|---|---|---|---|---|---|
| AOA ISHARES CORE AGGRESSIVE ALLO | Sell | $15K – $50K | Self | Jan 27, 2025 | 11d late filing ↗ |
| ANBFX AMERICAN STRATEGIC BOND F2 | Buy | $1K – $15K | Self | Jan 27, 2025 | 11d late filing ↗ |
| ABNFX AMERICAN BD FD OF AMERICA F2 | Buy | $1K – $15K | Self | Jan 27, 2025 | 11d late filing ↗ |
| ANBFX AMERICAN STRATEGIC BOND F2 | Sell | $1K – $15K | Self | Dec 27, 2024 | 42d late filing ↗ |
| ABNFX AMERICAN BD FD OF AMERICA F2 | Sell | $1K – $15K | Self | Dec 27, 2024 | 42d late filing ↗ |
| AOA ISHARES CORE AGGRESSIVE ALLO | Buy | $15K – $50K | Self | Dec 27, 2024 | 42d late filing ↗ |
| CAIFX AMERICAN CAP INC BUILDER F2 | Buy | $1K – $15K | Self | Dec 23, 2024 | 46d late filing ↗ |
| WMFFX AMERICAN WA MUTUAL F2 | Buy | $1K – $15K | Self | Dec 23, 2024 | 46d late filing ↗ |
| AMBFX AMERICAN BALANCED F2 | Buy | $1K – $15K | Self | Dec 19, 2024 | 50d late filing ↗ |
| GFFFX AMERICAN GW FD OF AMERICA F2 | Buy | $1K – $15K | Self | Dec 19, 2024 | 50d late filing ↗ |
| WGIFX AMERICAN CAP WRLD GR & INC F2 | Buy | $1K – $15K | Self | Dec 19, 2024 | 50d late filing ↗ |
| ICAFX AMERICAN INV CO OF AMER F2 | Buy | $1K – $15K | Self | Dec 19, 2024 | 50d late filing ↗ |
| AGVGX AMERICAN GLOBAL INSIGHT F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| GFFFX AMERICAN GW FD OF AMERICA F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| ANBFX AMERICAN STRATEGIC BOND F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| MIAYX AMERICAN MULTI SECTOR INC F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| ABNFX AMERICAN BD FD OF AMERICA F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| SMCFX AMERICAN SMALL CAP WORLD F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| AMBFX AMERICAN BALANCED F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| CAIFX AMERICAN CAP INC BUILDER F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| WMFFX AMERICAN WA MUTUAL F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| WGIFX AMERICAN CAP WRLD GR & INC F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| ICAFX AMERICAN INV CO OF AMER F2 | Buy | $1K – $15K | Self | Nov 26, 2024 | 73d late filing ↗ |
| WGIFX AMERICAN CAP WRLD GR & INC F2 | Sell | $1K – $15K | Self | May 23, 2024 | 260d late filing ↗ |
| AGVGX AMERICAN GLOBAL INSIGHT F2 | Buy | $1K – $15K | Self | May 23, 2024 | 260d late filing ↗ |
| MIAYX AMERICAN MULTI SECTOR INC F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| ANBFX AMERICAN STRATEGIC BOND F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| ABNFX AMERICAN BD FD OF AMERICA F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| GFFFX AMERICAN GW FD OF AMERICA F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| SMCFX AMERICAN SMALL CAP WORLD F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| WMFFX AMERICAN WA MUTUAL F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| AMBFX AMERICAN BALANCED F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| CAIFX AMERICAN CAP INC BUILDER F2 | Buy | $1K – $15K | Self | Feb 21, 2024 | 352d late filing ↗ |
| ICAFX AMERICAN INV CO OF AMER F2 | Buy | $15K – $50K | Self | Feb 21, 2024 | 352d late filing ↗ |
| WGIFX AMERICAN CAP WRLD GR & INC F2 | Buy | $15K – $50K | Self | Feb 21, 2024 | 352d late filing ↗ |
| AOA ISHARES CORE AGGRESSIVE ALLO | Sell | $50K – $100K | Self | Jan 11, 2024 | 393d late filing ↗ |
| AOA ISHARES CORE AGGRESSIVE ALLO | Sell | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| MIAYX AMERICAN MULTI SECTOR INC F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| ANBFX AMERICAN STRATEGIC BOND F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| ABNFX AMERICAN BD FD OF AMERICA F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| GFFFX AMERICAN GW FD OF AMERICA F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| SMCFX AMERICAN SMALL CAP WORLD F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| WGIFX AMERICAN CAP WRLD GR & INC F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| CAIFX AMERICAN CAP INC BUILDER F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| AMBFX AMERICAN BALANCED F2 | Buy | $1K – $15K | Self | Jan 11, 2024 | 393d late filing ↗ |
| ICAFX AMERICAN INV CO OF AMER F2 | Buy | $15K – $50K | Self | Jan 11, 2024 | 393d late filing ↗ |
| AOA ISHARES CORE AGGRESSIVE ALLO | Buy | $1K – $15K | Self | Jan 2, 2024 | 402d late filing ↗ |
| ZM ZOOM VIDEO COMMUNICATIONS-A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| Z ZILLOW GROUP INC CL C CAP STK | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| W WAYFAIR INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| VEEV VEEVA SYS INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| U UNITY SOFTWARE INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| UBER UBER TECHNOLOGIES INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| TSTR TWITTER INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| TWLO TWILIO INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| TTD TRADE DESK INC CLASS A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| SQ SQUARE INC CLASS A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| SPOT SPOTIFY TECHNOLOGY SA | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| SNOW SNOWFLAKE INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| SNAP SNAP INC. CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| SHOP SHOPIFY INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| SE SEA LIMITED ADR | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| RPRX ROYALTY PHARMA PLC SHS CLASS A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| RBLX ROBLOX CORP CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| PINS PINTEREST INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| OKTA OKTA, INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| NVDA NVIDIA CORPORATION | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| MDB MONGODB INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| MRNA MODERNA INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| ILMN ILLUMINA INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| DASH DOORDASH INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| DOCU DOCUSIGN INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| DXCM DEXCOM INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| DDOG DATADOG INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| CRWD CROWDSTRIKE HLDGS INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| COUP COUPA SOFTWARE INC | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| NET CLOUDFLARE INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| CVNA CARVANA CO CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| ABNB AIRBNB INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| TXG 10X GENOMICS INC CL A | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| ANBFX STRATEGIC BOND F2 CONFIRM NBR | Buy | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| ABNFX AMERICAN BD FD OF AMERICA F2 CONFIRM NBR | Buy | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| WMFFX AMERICAN WA MUTUAL F2 CONFIRM NBR | Buy | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| ICAFX AMERICAN INV CO OF AMER F2 CONFIRM NBR | Buy | $15K – $50K | Self | Aug 23, 2021 | filing ↗ |
| SMCFX AMERICAN SMALL CAP WORLD F2 CONFIRM NBR | Buy | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| AMBFX AMERICAN BALANCED F2 CONFIRM NBR | Buy | $15K – $50K | Self | Aug 23, 2021 | filing ↗ |
| GFFFX AMERICAN GW FD OF AMERICA F2 CONFIRM NBR | Buy | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| WGIFX AMERICAN CAP WRLD GR & INC F2 CONFIRM NBR | Buy | $15K – $50K | Self | Aug 23, 2021 | filing ↗ |
| CAIFX AMERICAN CAP INC BUILDER F2 CONFIRM NBR | Buy | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Aug 23, 2021 | filing ↗ |
| ISRG INTUITIVE SURGICAL INC | Sell | $1K – $15K | Self | Aug 12, 2021 | filing ↗ |
| U UNITY SOFTWARE INC | Buy | $1K – $15K | Self | Aug 11, 2021 | filing ↗ |
| SPOT SPOTIFY TECHNOLOGY SA | Sell | $1K – $15K | Self | Aug 10, 2021 | filing ↗ |
| DASH DOORDASH INC CL A | Buy | $1K – $15K | Self | Aug 10, 2021 | filing ↗ |
| VEEV VEEVA SYS INC CL A | Sell | $1K – $15K | Self | Aug 9, 2021 | filing ↗ |
| RBLX ROBLOX CORP CL A | Buy | $1K – $15K | Self | Aug 9, 2021 | filing ↗ |
| OKTA OKTA, INC CL A | Sell | $1K – $15K | Self | Jul 26, 2021 | filing ↗ |
| IWF ISHARES RUSSELL 1000 GRW ETF | Sell | $1K – $15K | Self | Jul 16, 2021 | filing ↗ |
| RPRX ROYALTY PHARMA PLC SHS CLASS A | Buy | $1K – $15K | Self | Jul 16, 2021 | filing ↗ |
| SNOW SNOWFLAKE INC CL A | Buy | $1K – $15K | Self | Jul 16, 2021 | filing ↗ |
| CHWY CHEWY INC CL A | Sell | $1K – $15K | Self | Jun 21, 2021 | 21d late filing ↗ |
| IWF ISHARES RUSSELL 1000 GRW ETF | Buy | $1K – $15K | Self | Jun 15, 2021 | 27d late filing ↗ |
| RPRX ROYALTY PHARMA PLC SHS CLASS A | Sell | $1K – $15K | Self | Jun 15, 2021 | 27d late filing ↗ |
| SNOW SNOWFLAKE INC CL A | Sell | $1K – $15K | Self | Jun 15, 2021 | 27d late filing ↗ |
| UBER UBER TECHNOLOGIES INC | Sell | $1K – $15K | Self | May 27, 2021 | 46d late filing ↗ |
| NFLX NETFLIX INC | Sell | $1K – $15K | Self | May 10, 2021 | 63d late filing ↗ |
| NET CLOUDFLARE INC CL A | Buy | $1K – $15K | Self | Apr 27, 2021 | 76d late filing ↗ |
| FB FACEBOOK INC CL-A | Sell | $1K – $15K | Self | Apr 23, 2021 | 80d late filing ↗ |
| NET CLOUDFLARE INC CL A | Buy | $1K – $15K | Self | Apr 23, 2021 | 80d late filing ↗ |
| IWF ISHARES RUSSELL 1000 GRW ETF | Sell | $1K – $15K | Self | Apr 16, 2021 | 87d late filing ↗ |
| DASH DOORDASH INC CL A | Buy | $1K – $15K | Self | Apr 16, 2021 | 87d late filing ↗ |
Asset holdings
Termination · filed —All positions
31 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Brokerage Retirement Account IRA | Self | — | — |
| American Cap WRLD GR & Inc F2 WGIFX | Self | $15K – $50K | $201 – $1K |
| American Europacific GRW F2 AEPFX | Self | $1K – $15K | — |
| American GW FD Of America F2 GFFFX | Self | $15K – $50K | — |
| American New Economy F2 NEFFX | Self | $15K – $50K | — |
| American New Perspective F2 ANWFX | Self | $15K – $50K | — |
| American Small Cap World F2 SMCFX | Self | $15K – $50K | — |
| U.S. brokerage account (cash) | Self | Under $1K | — |
| American New World F2 NFFFX | Self | $1K – $15K | — |
| American Global Insight F2 AGVGX | Self | $1K – $15K | — |
| U.S. Bank #1 (cash) | — | $100K – $250K | Interest · $1K – $2.5K |
| Residential real estate, Atlanta, GA | — | $100K – $250K | Rent or Royalties · $15K – $50K |
| U.S. Bank #2 (cash) | — | $15K – $50K | Interest |
| Brokerage Account (Managed Account) | — | — | — |
| U.S. brokerage account (cash) | — | $1K – $15K | Interest |
| American Balanced Fund Class F2 Shares AMBFX | — | $15K – $50K | $201 – $1K |
| American Funds Bond Fund of America F2 ABNFX | — | $15K – $50K | $201 – $1K |
| American Capital Income Builder Class F2 Shares CAIFX | — | $15K – $50K | $201 – $1K |
| American Capital World Growth & Income Fund Class F2 Shares WGIFX | — | $50K – $100K | $201 – $1K |
| American Growth Fund of America Class F2 Shares GFFFX | — | $15K – $50K | — |
| American Investment Company of America Class F2 Shares ICAFX | — | $50K – $100K | $201 – $1K |
| American SMALLCAP World Fund, Inc Class F2 Shares SMCFX | — | $15K – $50K | $201 – $1K |
| American Funds Strategic Bond Fund Class F2 Shares ANBFX | — | $15K – $50K | $201 – $1K |
| Washington Mutual Investors Fund Class F2 Shares WMFFX | — | $15K – $50K | $201 – $1K |
| American Funds Multi-Sector Income Fund Class F2 Shares MIAYX | — | $15K – $50K | $1K – $2.5K |
| iShares Core Aggressive Allocation ETF AOA | — | Under $1K | — |
| U.S. Bank #3 (cash) | — | $1K – $15K | Interest · $5K – $15K |
| U.S. Bank #4 (cash) | — | $1K – $15K | Interest |
| American Global Insight F2 AGVGX | — | $15K – $50K | — |
| Lincoln National Life Insurance Company, Universal Life | — | $100K – $250K | — |
| MetLife Life Insurance, Term Life | — | $100K – $250K | — |
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.