74trades · $788K est.
31%
disclosed on time · 51 late, worst 52d over
$4.2Mest. assets · Termination
Since nomination
Nominee 278 (07/19/2021) vs TerminationDivested
18 positions · $582K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Vanguard Mid-Cap Index Fund Admiral Shares VIMAX | Employment assets | Self | $50K – $100K |
| Vanguard Small Cap Index Adm | Employment assets | Self | $50K – $100K |
| U.S. Financial Institution - Account - 6 - cash | Other assets | — | $50K – $100K |
| Vanguard 500 Index Admiral | Employment assets | Self | $15K – $50K |
| VALIC Co I Health Sciences Fund VCHSX | Employment assets | Self | $15K – $50K |
| Vanguard LifeStrategy Conservative Growth Investor Shares | Employment assets | Self | $15K – $50K |
| Vanguard Long-Term Treasury Investor Shares | Employment assets | Self | $15K – $50K |
| AIG Retirement Services - SHORT TERM FIXED ACCOUNT | Employment assets | Self | $15K – $50K |
| Texas Opioid MDL Plaintiffs' Steering Committee (anticipated fees) | Employment assets | Self | $15K – $50K |
| Lightstream Consulting (anticipated fees) | Employment assets | Self | $15K – $50K |
| U.S. Financial Institution - Account - 4 - cash | Other assets | — | $15K – $50K |
| Vanguard Cash Reserves Federal Money Market Fund | Other assets | — | $15K – $50K |
| Walmart, Inc. WMT | Other assets | — | $15K – $50K |
| March of Dimes, anticipated merit and bonus | Employment assets | Self | $1K – $15K |
| Vanguard Cash Reserves Federal Money Market Fund VMMXX | Employment assets | Self | $1K – $15K |
| Thompson Barney (anticipated fees) | Employment assets | Self | $1K – $15K |
| HP, Inc. HPQ | Other assets | — | $1K – $15K |
| Health Security Enterprises, LLC | Employment assets | Self | $50K – $100K |
Held at termination
31 positions · $2.1M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| U.S. Financial Institution - Account - 2 - cash | Other assets | — | $500K – $1M | $250K – $500K |
| U.S. Financial Institution - Account - 3 - cash | Other assets | — | $500K – $1M | $100K – $250K |
| Conservative Portfolio D | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. Financial Institution - Account - 5 - cash | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Total Bond Market Index Fund Institutional Shares VBTIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Fidelity Freedom 2035 Fund FFTHX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Age Based Portfolio 19+ D | Other assets | — | $50K – $100K | $50K – $100K |
| 1-YEAR Fixed Portfolio D | Other assets | — | $50K – $100K | $50K – $100K |
| Foreign HDFC Account - cash | Other assets | — | $50K – $100K | $50K – $100K |
| Age Based Portfolio 19+ D | Other assets | — | $50K – $100K | $50K – $100K |
| Vanguard Federal Money Market Fund | Other assets | — | $15K – $50K | $50K – $100K |
| Moderate Growth Portfolio D | Other assets | — | $15K – $50K | $50K – $100K |
| Growth Portfolio D | Other assets | — | $15K – $50K | $50K – $100K |
| Moderately Aggressive Growth Portfolio D | Other assets | — | $15K – $50K | $50K – $100K |
| U.S. Financial Institution - Account - 1 - cash | Other assets | — | $1K – $15K | $50K – $100K |
| Conservative Portfolio D | Other assets | — | $100K – $250K | $15K – $50K |
| Fixed Income Portfolio D | Other assets | — | $50K – $100K | $15K – $50K |
| Vanguard 500 Index Fund Admiral | Employment assets | Self | $15K – $50K | $15K – $50K |
| UAB TIAA Traditional (annuity) | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
New positions
38 positions · $2M est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| U.S. Financial Institution - Account - 7 - Fixed | Other assets | — | $250K – $500K |
| U.S. Financial Institution - Account - 8 - Fixed | Other assets | — | $250K – $500K |
| U.S. Financial Institution - Account - 9 - Fixed | Other assets | — | $250K – $500K |
| U.S. Financial Institution - Account - 6 - Fixed | Other assets | — | $100K – $250K |
| U.S. Financial Institution - Account - 4 - Fixed | Other assets | — | $50K – $100K |
| moderate growth portfolio D | Other assets | — | $15K – $50K |
| American Funds EuroPacific Gr R5 | Employment assets | Self | $15K – $50K |
| American Funds New Perspective R5 | Employment assets | Self | $15K – $50K |
| American Century Mid Cap Value I | Employment assets | Self | $15K – $50K |
| GATC Health Corp. (healthcare consulting services) | Spouse's assets | Spouse | $15K – $50K |
| Moderately Aggressive Gwroth Portfolio D | Other assets | — | $15K – $50K |
| Treasury bond 1 | Other assets | — | $15K – $50K |
| Treasury bond 2 | Other assets | — | $15K – $50K |
| U.S. Financial Institution - Account 10 - Cash | Other assets | — | $15K – $50K |
| Vanguard Small-Cap Index Fund Institutional Shares VSCIX | Employment assets | Self | $15K – $50K |
| American Funds Fundamental Investors Class R5 Shares RFNFX | Employment assets | Self | $15K – $50K |
| Vanguard Institutional Index Fund Institutional Shares VINIX | Employment assets | Self | $15K – $50K |
| TIAA-CREF Large-Cap Growth Index Fund Institutional Class Shares TILIX | Employment assets | Self | $15K – $50K |
| TIAA-CREF Lifecycle Index 2010 Fund Institutional Class Shares TLTIX | Employment assets | Self | $15K – $50K |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX | Employment assets | Self | $15K – $50K |
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 |
|---|---|---|---|---|---|
| SQ Block Inc | Sell | $1K – $15K | Self | Nov 15, 2024 | 11d late filing ↗ |
| SQ Block Inc | Sell | $1K – $15K | Self | Nov 13, 2024 | 13d late filing ↗ |
| SQ Block Inc | Sell | $1K – $15K | Self | Nov 12, 2024 | 14d late filing ↗ |
| SQ Block Inc | Sell | $1K – $15K | Self | Nov 11, 2024 | 15d late filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Nov 8, 2024 | 18d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Nov 6, 2024 | 20d late filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Nov 6, 2024 | 20d late filing ↗ |
| SQ Block Inc | Sell | $1K – $15K | Self | Nov 6, 2024 | 20d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Aug 5, 2024 | filing ↗ |
| TSLA Tesla, Inc. | Buy | $1K – $15K | Self | Aug 5, 2024 | filing ↗ |
| CRWD CrowdStrike Holdings Inc. Class A Common Stock | Buy | $1K – $15K | Self | Jul 23, 2024 | filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Jul 17, 2024 | filing ↗ |
| TSLA Tesla, Inc. | Sell | $1K – $15K | Self | Jul 5, 2024 | 10d late filing ↗ |
| NKE NIKE, Inc. | Buy | $1K – $15K | Self | Jul 1, 2024 | 14d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | May 13, 2024 | 34d late filing ↗ |
| GE General Electric Co. | Sell | $1K – $15K | Self | May 9, 2024 | 38d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | May 9, 2024 | 38d late filing ↗ |
| MMM 3M Co. | Sell | $1K – $15K | Self | May 2, 2024 | 45d late filing ↗ |
| TSLA Tesla, Inc. | Buy | $1K – $15K | Self | Apr 25, 2024 | 52d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Feb 15, 2024 | filing ↗ |
| MMM 3M Co. | Buy | $1K – $15K | Self | Feb 2, 2024 | 3d late filing ↗ |
| TSLA Tesla, Inc. | Buy | $1K – $15K | Self | Jan 30, 2024 | 6d late filing ↗ |
| MMM 3M Co. | Buy | $1K – $15K | Self | Jan 26, 2024 | 10d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Jan 26, 2024 | 10d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Feb 9, 2023 | 5d late filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Jan 6, 2023 | 18d late filing ↗ |
| NKE NIKE, Inc. | Sell | $1K – $15K | Self | Jan 4, 2023 | 20d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Dec 2, 2022 | 14d late filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Dec 1, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Dec 1, 2022 | 15d late filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Nov 23, 2022 | filing ↗ |
| NKE NIKE, Inc. | Sell | $1K – $15K | Self | Nov 23, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Nov 22, 2022 | filing ↗ |
| GE General Electric Co. | Sell | $1K – $15K | Self | Nov 8, 2022 | filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Oct 28, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Oct 28, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Oct 27, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Oct 7, 2022 | filing ↗ |
| NKE NIKE, Inc. | Buy | $1K – $15K | Self | Sep 30, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Sep 30, 2022 | filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Sep 29, 2022 | 1d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Sep 27, 2022 | 3d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Sep 27, 2022 | 3d late filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | Sep 22, 2022 | 8d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $1K – $15K | Self | Sep 14, 2022 | 16d late filing ↗ |
| GE General Electric Co. | Sell | $1K – $15K | Self | Aug 16, 2022 | filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Aug 4, 2022 | 4d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Aug 3, 2022 | 5d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Aug 1, 2022 | 7d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Jul 29, 2022 | 10d late filing ↗ |
| NFLX Netflix, Inc. | Sell | $15K – $50K | Self | Jul 27, 2022 | 12d late filing ↗ |
| NFLX Netflix, Inc. | Sell | $1K – $15K | Self | Jul 20, 2022 | 19d late filing ↗ |
| SQ Block Inc | Buy | $1K – $15K | Self | May 11, 2022 | filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | May 6, 2022 | filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $1K – $15K | Self | May 5, 2022 | filing ↗ |
| SQ Block | Buy | $1K – $15K | Self | May 5, 2022 | filing ↗ |
| SQ Block Inc | Buy | $1K – $15K | Self | May 4, 2022 | filing ↗ |
| AMZN Amazon.com, Inc. | Buy | $15K – $50K | Self | Apr 29, 2022 | 3d late filing ↗ |
| SQ Block Inc | Buy | $1K – $15K | Self | Apr 29, 2022 | 3d late filing ↗ |
| SQ Block inc | Buy | $1K – $15K | Self | Apr 27, 2022 | 5d late filing ↗ |
| NFLX Netflix, Inc. | Buy | $1K – $15K | Self | Apr 26, 2022 | 6d late filing ↗ |
| SQ Block Inc | Buy | $1K – $15K | Self | Apr 26, 2022 | 6d late filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $15K – $50K | Self | Apr 25, 2022 | 7d late filing ↗ |
| NFLX Netflix, Inc. | Buy | $15K – $50K | Self | Apr 25, 2022 | 7d late filing ↗ |
| KMB Kimberly-Clark Corp. | Sell | $1K – $15K | Self | Apr 22, 2022 | 10d late filing ↗ |
| NFLX Netflix, Inc. | Buy | $1K – $15K | Self | Apr 22, 2022 | 10d late filing ↗ |
| HD The Home Depot, Inc. | Buy | $1K – $15K | Self | Apr 18, 2022 | 14d late filing ↗ |
| HPQ HP, Inc. | Sell | $1K – $15K | Self | Mar 25, 2022 | 7d late filing ↗ |
| Meta Platforms Inc | Sell | $1K – $15K | Self | Mar 16, 2022 | 16d late filing ↗ |
| Meta Platforms Inc | Buy | $1K – $15K | Self | Mar 15, 2022 | 17d late filing ↗ |
| Meta Platforms Inc | Buy | $1K – $15K | Self | Mar 11, 2022 | 21d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $15K – $50K | Self | Mar 10, 2022 | 22d late filing ↗ |
| KMB Kimberly-Clark Corp. | Buy | $15K – $50K | Self | Mar 8, 2022 | 24d late filing ↗ |
| WMT Walmart, Inc. | Sell | $15K – $50K | Self | Jan 26, 2022 | filing ↗ |
Asset holdings
Termination · filed —All positions
81 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Traditional IRA | Self | — | — |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Self | $1K – $15K | — |
| Roth IRA | Self | — | — |
| Vanguard 500 Index Fund Admiral | Self | $15K – $50K | — |
| Vanguard US Growth Fund Investor Shares VWUSX | Self | $1K – $15K | — |
| West Virginia Public Employees Retirement Plan, defined benefit plan (value not readily ascertainable) | Self | — | — |
| West Virginia 457 Plan - Retirement Plus | Self | — | — |
| Vanguard Total Bond Market Index Fund Institutional Shares VBTIX | Self | $50K – $100K | — |
| Vanguard Mid-Cap Index Fund Institutional Shares VMCIX | Self | $1K – $15K | — |
| Vanguard Small-Cap Index Fund Institutional Shares VSCIX | Self | $15K – $50K | — |
| Baron Small Cap Fund Institutional Class Shares BSFIX | Self | $1K – $15K | — |
| Guaranteed Interest Fund (bespoke product provided to West Virginia by Great-West Life & Annuity Insurance Company) | Self | $1K – $15K | — |
| American Funds EuroPacific Gr R5 | Self | $15K – $50K | — |
| American Funds New Perspective R5 | Self | $15K – $50K | — |
| American Century Mid Cap Value I | Self | $15K – $50K | — |
| American Funds Fundamental Investors Class R5 Shares RFNFX | Self | $15K – $50K | — |
| JPMorgan Equity Premium Income Fund Class R6 Shares JEPRX | Self | $1K – $15K | — |
| T Rowe Price Capital Appreciation Fund PRWCX | Self | $1K – $15K | — |
| T Rowe Price Mid-Cap Growth Fund, Inc RPMGX | Self | $1K – $15K | — |
| Vanguard Institutional Index Fund Institutional Shares VINIX | Self | $15K – $50K | — |
| UAB TIAA Traditional (annuity) | Self | $15K – $50K | — |
| Meharry Medical College - 403(B) Pension Plan | Self | — | — |
| TIAA-CREF Large-Cap Growth Index Fund Institutional Class Shares TILIX | Self | $15K – $50K | — |
| TIAA-CREF Lifecycle Index 2010 Fund Institutional Class Shares TLTIX | Self | $15K – $50K | — |
| American US Government Securities Fund Class R6 Shares RGVGX | Self | $1K – $15K | — |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX | Self | $15K – $50K | — |
| March of Dimes 403(B) Retirement Plan | Self | — | — |
| Fidelity Freedom 2035 Fund FFTHX | Self | $50K – $100K | — |
| Roth IRA | Spouse | — | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Spouse | $15K – $50K | — |
| GATC Health Corp. (healthcare consulting services) | Spouse | $15K – $50K | Physician Advisor |
| Traditional IRA | Spouse | — | — |
| General Electric Co. GE | Spouse | $1K – $15K | — |
| GE HealthCare | Spouse | Under $1K | — |
| GE vernova | Spouse | Under $1K | — |
| GATC Health Corp. stock options (value not readily ascertainable):50,000 unvested shares, strike $5, vest 2/2023, exp. 1/2024 | Spouse | — | — |
| Smart 529 Select - West Virginia | — | — | — |
| Age Based Portfolio 19+ D | — | $15K – $50K | — |
| Conservative Portfolio D | — | $15K – $50K | — |
| moderate growth portfolio D | — | $15K – $50K | — |
| Growth Portfolio D | — | $50K – $100K | — |
| Moderately Aggressive Gwroth Portfolio D | — | $15K – $50K | — |
| Aggressive Growth Portfolio D | — | $1K – $15K | — |
| U.S. Financial Institution - Account - 1 - cash | — | $50K – $100K | — |
| U.S. Financial Institution - Account - 2 - cash | — | $250K – $500K | Interest · $2.5K – $5K |
| U.S. Financial Institution - Account - 3 - cash | — | $100K – $250K | Interest · $2.5K – $5K |
| U.S. Financial Institution - Account - 4 - Fixed | — | $50K – $100K | Interest · $2.5K – $5K |
| U.S. Financial Institution - Account - 5 - cash | — | $100K – $250K | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $15K – $50K | $201 – $1K |
| Vanguard Cash Reserves Federal Money Market Admiral CL | — | $1K – $15K | — |
| Vanguard Federal Money Market Fund | — | $50K – $100K | — |
| General Electric Co. (GE) Stock | — | $1K – $15K | — |
| Hewlett-Packard Enterprise Co. HPE | — | $1K – $15K | — |
| Amazon.com, Inc. AMZN | — | $15K – $50K | — |
| Foreign HDFC Account - cash | — | $50K – $100K | Interest · $201 – $1K |
| 529 -Alabama Prepaid Affordable College Tuition (PACT) Program | — | $15K – $50K | — |
| 529 - Alabama Prepaid Affordable College Tuition (PACT) Program | — | $15K – $50K | — |
| U.S. Financial Institution - Account - 6 - Fixed | — | $100K – $250K | Interest · $5K – $15K |
| Smart 529 Select - West Virginia | — | — | — |
| Age Based Portfolio 19+ D | — | $50K – $100K | — |
| Fixed Income Portfolio D | — | $15K – $50K | — |
| Conservative Portfolio D | — | $15K – $50K | — |
| Moderate Growth Portfolio D | — | $50K – $100K | — |
| Moderately Aggressive Growth Portfolio D | — | $50K – $100K | — |
| Aggressive Growth Portfolio D | — | $15K – $50K | — |
| Smart 529 Select - West Virginia | — | — | — |
| Age Based Portfolio 19+ D | — | $50K – $100K | — |
| Conservative Portfolio D | — | $100K – $250K | — |
| 1-YEAR Fixed Portfolio D | — | $50K – $100K | — |
| Fixed Income Portfolio D | — | $15K – $50K | — |
| Treasury bond 1 | — | $15K – $50K | Interest · $201 – $1K |
| Treasury bond 2 | — | $15K – $50K | Interest · $201 – $1K |
| U.S. Financial Institution - Account - 7 - Fixed | — | $250K – $500K | Interest · $5K – $15K |
| U.S. Financial Institution - Account - 8 - Fixed | — | $250K – $500K | Interest · $5K – $15K |
| U.S. Financial Institution - Account - 9 - Fixed | — | $250K – $500K | Interest · $5K – $15K |
| Block Inc SQ | — | $15K – $50K | — |
| DXC Technology DXC | — | Under $1K | — |
| GE Healthcare Technologies GEHC | — | Under $1K | — |
| The Home Depot, Inc. HD | — | $1K – $15K | — |
| Kimberly-Clark Corp. KMB | — | $1K – $15K | Dividends |
| U.S. Financial Institution - Account 10 - Cash | — | $15K – $50K | Interest · $1K – $2.5K |
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.