19trades · $1.6M est.
37%
disclosed on time · 12 late, worst 3d over
$33.4Mest. assets · Termination
Since nomination
Nominee 278 (01/29/2021) vs TerminationDivested
20 positions · $4.7M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| JP Morgan U.S. Treasury Securities Money Mkt Fund | Other assets | — | $1M – $5M |
| Procter & Gamble Co. Common | Other assets | — | $250K – $500K |
| Nuveen Maryland Quality Municipal Inc. Fund | Other assets | — | $250K – $500K |
| U.S. certificate of deposit #2 | Spouse's assets | Spouse | $100K – $250K |
| General Mills Inc. Common | Other assets | — | $100K – $250K |
| U.S. certificate of deposit #2 | Other assets | — | $100K – $250K |
| Montgomery County, MD, Bonds | Other assets | — | $50K – $100K |
| Univ MD Bond | Other assets | — | $50K – $100K |
| Baltimore County, MD, Bond | Other assets | — | $50K – $100K |
| Prince George's County, MD, Bond | Other assets | — | $50K – $100K |
| Pfizer Common | Other assets | — | $15K – $50K |
| Bristol-Myers Squibb Co. Common | Other assets | — | $15K – $50K |
| MD State Bonds | Other assets | — | $15K – $50K |
| Univ Mich Bond | Other assets | — | $15K – $50K |
| Viatris Common (spinoff of Pfizer) | Other assets | — | $1K – $15K |
| J.M. Smucker Co. Common | Other assets | — | $1K – $15K |
| MD State Dept Transportation Bond | Other assets | — | Under $1K |
| Maine State Hsg Auth Bond | Other assets | — | Under $1K |
| U.S. certificate of deposit #1 | Other assets | — | Under $1K |
| JP Morgan Prime Money Mkt Fund | Other assets | — | Under $1K |
Held at termination
25 positions · $30.4M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Fidelity Contrafund | Other assets | — | $1M – $5M | $5M – $25M |
| Fidelity 500 Index Fund | Employment assets | Self | $1M – $5M | $1M – $5M |
| Fidelity 500 Index Fund | Other assets | — | $1M – $5M | $1M – $5M |
| Residential real estate, NY, NY | Other assets | — | $1M – $5M | $1M – $5M |
| Vanguard S&P 500 ETF | Other assets | — | $500K – $1M | $1M – $5M |
| Residential real estate, Redding, CT | Other assets | — | $500K – $1M | $500K – $1M |
| U.S. certificates of deposit #1 | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
| U.S. bank (cash) #2 | Other assets | — | $250K – $500K | $250K – $500K |
| Fidelity Equity Dividend Income Fund | Other assets | — | $250K – $500K | $250K – $500K |
| U.S. bank (cash) #1 | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. bank (cash) #4 | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Extended Mkt. ETF | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Small-Cap ETF | Other assets | — | $100K – $250K | $100K – $250K |
| Ishares MSCI EAFE ETF | Other assets | — | $15K – $50K | $100K – $250K |
| Fidelity Gov't Cash Reserves | Spouse's assets | Spouse | $1K – $15K | $100K – $250K |
| U.S. bank account (cash) #5 | Other assets | — | $1K – $15K | $100K – $250K |
| First Trust Managed Municipal ETF FMB | Other assets | — | $100K – $250K | $50K – $100K |
| Invesco National AMT-Free Muni Bd ETF | Other assets | — | $100K – $250K | $50K – $100K |
| Fidelity Gov't Money Market Fund | Other assets | — | $50K – $100K | $50K – $100K |
| Fidelity Gov't Money Mkt Fund | Employment assets | Self | $100K – $250K | $15K – $50K |
New positions
12 positions · $3M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Fidelity Government Money Market Fund SPAXX | Other assets | — | $500K – $1M |
| U.S. Treasuries | Other assets | — | $500K – $1M |
| U.S. Treasuries | Other assets | — | $250K – $500K |
| iShares National Muni Bond ETF MUB | Other assets | — | $250K – $500K |
| U.S. Treasuries | Employment assets | Self | $100K – $250K |
| Nuveen Quality Municipal Income Fund NAD | Other assets | — | $100K – $250K |
| iShares Core S&P 500 ETF IVV | Other assets | — | $100K – $250K |
| U.S. bank (cash) #6 | Spouse's assets | Spouse | $50K – $100K |
| Fidelity Founders Fund FIFNX | Other assets | — | $50K – $100K |
| Fidelity Extended Market Index Fund FSMAX | Other assets | — | $50K – $100K |
| U.S. bank (cash) #6 | Employment assets | Self | $1K – $15K |
| U.S. Treasuries | Spouse's assets | Spouse | 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 |
|---|---|---|---|---|---|
| MUB iShares National Muni Bond ETF | Buy | $50K – $100K | Self | Jul 21, 2021 | filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | $100K – $250K | Self | Jul 21, 2021 | filing ↗ |
| MUB iShares National Muni Bond ETF | Buy | $15K – $50K | Self | Jul 21, 2021 | filing ↗ |
| EFA iShares MSCI EAFE ETF | Buy | $100K – $250K | Self | Jul 21, 2021 | filing ↗ |
| IVV iShares Core S&P 500 ETF | Buy | $100K – $250K | Self | Jul 21, 2021 | filing ↗ |
| FSMAX Fidelity Extended Market Index Fund | Buy | $50K – $100K | Self | Jul 21, 2021 | filing ↗ |
| FIFNX Fidelity Founders Fund | Buy | $15K – $50K | Self | Jul 21, 2021 | filing ↗ |
| Prince George's County, MD Bond | Sell | $50K – $100K | Self | Jun 2, 2021 | 3d late filing ↗ |
| Montgomery County, MD Bond | Sell | $50K – $100K | Self | Jun 2, 2021 | 3d late filing ↗ |
| Maryland State Community Develop. Rev. Bond | Sell | $50K – $100K | Self | Jun 2, 2021 | 3d late filing ↗ |
| Baltimore County, MD Bond | Sell | $50K – $100K | Self | Jun 2, 2021 | 3d late filing ↗ |
| University of Michigan Bond | Sell | $15K – $50K | Self | Jun 2, 2021 | 3d late filing ↗ |
| University of Maryland Bond | Sell | $50K – $100K | Self | Jun 2, 2021 | 3d late filing ↗ |
| Viatris Inc. | Sell | $1K – $15K | Self | Jun 2, 2021 | 3d late filing ↗ |
| PFE Pfizer Inc. | Sell | $15K – $50K | Self | Jun 2, 2021 | 3d late filing ↗ |
| PG Procter & Gamble Co. | Sell | $100K – $250K | Self | Jun 2, 2021 | 3d late filing ↗ |
| SJM The J. M. Smucker Co. | Sell | $1K – $15K | Self | Jun 2, 2021 | 3d late filing ↗ |
| GIS General Mills, Inc. | Sell | $100K – $250K | Self | Jun 2, 2021 | 3d late filing ↗ |
| BMY Bristol-Myers Squibb | Sell | $50K – $100K | Self | Jun 2, 2021 | 3d late filing ↗ |
Asset holdings
Termination · filed —All positions
46 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA #1 | Self | — | — |
| U.S. brokerage cash account | Self | $1K – $15K | — |
| U.S. bank (cash) #6 | Self | $1K – $15K | — |
| Rollover IRA #1: | Self | — | — |
| Fidelity 500 Index Fund | Self | $1M – $5M | — |
| Fidelity Gov't Money Mkt Fund | Self | $15K – $50K | — |
| U.S. Treasuries | Self | $100K – $250K | — |
| IRA #2 | Spouse | — | — |
| U.S. brokerage cash account | Spouse | $1K – $15K | — |
| U.S. bank (cash) #6 | Spouse | $50K – $100K | — |
| Rollover IRA #2 | Spouse | — | — |
| Fidelity Gov't Cash Reserves | Spouse | $100K – $250K | — |
| Fidelity Gov't Money Market Fund | Spouse | Under $1K | — |
| U.S. certificates of deposit #1 | Spouse | $250K – $500K | — |
| U.S. Treasuries | Spouse | Under $1K | — |
| Raytheon, defined benefit plan (value not readily ascertainable) | Spouse | — | — |
| U.S. bank (cash) #1 | — | $100K – $250K | Interest · $5K – $15K |
| U.S. bank (cash) #2 | — | $250K – $500K | Interest · $5K – $15K |
| U.S. bank (cash) #3 | — | Under $1K | Interest · $5K – $15K |
| U.S. Savings Bonds | — | Under $1K | Interest · $15K – $50K |
| Brokerage Account #1: | — | — | — |
| Nuveen Quality Municipal Income Fund NAD | — | $100K – $250K | $5K – $15K |
| Vanguard S&P 500 ETF | — | $1M – $5M | $5K – $15K |
| Vanguard Extended Mkt. ETF | — | $100K – $250K | $2.5K – $5K |
| Vanguard Small-Cap ETF | — | $100K – $250K | $1K – $2.5K |
| Ishares MSCI EAFE ETF | — | $100K – $250K | $2.5K – $5K |
| First Trust Managed Municipal ETF FMB | — | $50K – $100K | $2.5K – $5K |
| Invesco National AMT-Free Muni Bd ETF | — | $50K – $100K | $2.5K – $5K |
| iShares National Muni Bond ETF MUB | — | $250K – $500K | $5K – $15K |
| Fidelity Founders Fund FIFNX | — | $50K – $100K | $1K – $2.5K |
| Fidelity Extended Market Index Fund FSMAX | — | $50K – $100K | $1K – $2.5K |
| iShares Core S&P 500 ETF IVV | — | $100K – $250K | $2.5K – $5K |
| Fidelity Government Money Market Fund SPAXX | — | $500K – $1M | $15K – $50K |
| U.S. Treasuries | — | $500K – $1M | $15K – $50K |
| Brokerage Account #2 | — | — | — |
| Fidelity Gov't Money Market Fund | — | $50K – $100K | $1K – $2.5K |
| Fidelity Equity Dividend Income Fund | — | $250K – $500K | $15K – $50K |
| Fidelity 500 Index Fund | — | $1M – $5M | $50K – $100K |
| U.S. Treasuries | — | $250K – $500K | $5K – $15K |
| Fidelity Contrafund | — | $5M – $25M | $100K – $1M |
| Trust #1 | — | — | — |
| Residential real estate, NY, NY | — | $1M – $5M | Rent or Royalties · $5K – $15K |
| U.S. bank account (cash) #5 | — | $100K – $250K | $2.5K – $5K |
| Trust #2 | — | — | — |
| Residential real estate, Redding, CT | — | $500K – $1M | Rent or Royalties · $5K – $15K |
| U.S. bank (cash) #4 | — | $100K – $250K | Interest · $2.5K – $5K |
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.