46trades · $1.1M est.
$1.6Mest. assets · Termination
Since nomination
Nominee 278 (12/30/2020) vs TerminationDivested
24 positions · $772K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| ColumbiaGlobal Technology Growth Fund Institutional Class Shares CMTFX | Other assets | — | $50K – $100K |
| Nuveen High Yield Municipal Bond Fund Class I Shares NHMRX | Other assets | — | $50K – $100K |
| Pioneer High Income Municipal Fund Class Y Shares HIMYX | Other assets | — | $50K – $100K |
| T Rowe Price Capital Appreciation Fund PRWCX | Other assets | — | $50K – $100K |
| Western Asset Core Plus Bond Fund Class I Shares WACPX | Other assets | — | $50K – $100K |
| Alger Focus Equity Fund Class Z Shares ALZFX | Other assets | — | $15K – $50K |
| BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares CMGIX | Other assets | — | $15K – $50K |
| BlackRock Multi-Asset Income Portfolio Institutional Shares BIICX | Other assets | — | $15K – $50K |
| CBOE Vest S&P 500 Buffer Strategy Fund Institutional Class Shares BUIGX | Other assets | — | $15K – $50K |
| Eaton Vance Floating-Rate Advantage Fund Class I Shares EIFAX | Other assets | — | $15K – $50K |
| PIMCO Income Fund Class I-2 Shares PONPX | Other assets | — | $15K – $50K |
| Principal Equity Income Fund Institutional Class Shares PEIIX | Other assets | — | $15K – $50K |
| Alger Small Cap Focus Fund Class Z Shares AGOZX | Other assets | — | $15K – $50K |
| Loomis Sayles Global Allocation Fund Class Y Shares LSWWX | Other assets | — | $15K – $50K |
| PGIM Jennison Global Opportunities Fund Class Z Shares PRJZX | Other assets | — | $15K – $50K |
| T Rowe Price Government Money Fund, Inc PRRXX | Employment assets | Self | $1K – $15K |
| Columbia Global Technology Growth Fund Institutional Class Shares CMTFX | Employment assets | Self | $1K – $15K |
| T Rowe Price Capital Appreciation Fund PRWCX | Employment assets | Self | $1K – $15K |
| Western Asset Core Plus Bond Fund Class I Shares WACPX | Employment assets | Self | $1K – $15K |
| John Hancock Funds III International Growth Fund Class I Shares GOGIX | Other assets | — | $1K – $15K |
Held at termination
15 positions · $1.3M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential real estate, Baltimore, MD | Other assets | — | $250K – $500K | $500K – $1M |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VTTHX | Employment assets | Self | $50K – $100K | $100K – $250K |
| Putnam Equity Income Fund Class Y Shares PEIYX | Other assets | — | $15K – $50K | $50K – $100K |
| Checking Account, US Bank | Other assets | — | $100K – $250K | $15K – $50K |
| AB Large Cap Growth Fund, Inc Advisor Class Shares APGYX | Other assets | — | $50K – $100K | $15K – $50K |
| Vanguard Federal Money Market Fund VMFXX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VTTHX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Pilots Target Date 2025 Portfolio | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| First EagleGlobal Fund Class I Shares SGIIX | Other assets | — | $15K – $50K | $15K – $50K |
| Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares GSINX | Other assets | — | $15K – $50K | $15K – $50K |
| Invesco Discovery Fund Class Y Shs ODIYX | Other assets | — | $15K – $50K | $15K – $50K |
| Columbia Dividend Income Fund Institutional Class Shares GSFTX | Other assets | — | $15K – $50K | $15K – $50K |
| T Rowe Price Government Money Fund, Inc PRRXX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Savings Account, US Bank | Other assets | — | $1K – $15K | $1K – $15K |
| Wells Fargo Special Mid Cap Value Fund Institutional Class Shares WFMIX | Employment assets | Self | $15K – $50K | $1K – $15K |
New positions
23 positions · $291.5K est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| NatixisLoomis Sayles Investment Grade Bond Fund Class Y Shares LSIIX | Employment assets | Self | $15K – $50K |
| Eaton Vance Short ESIIX | Other assets | — | $15K – $50K |
| Hartford Schroders Tax-Aware Bond Fund Class I Shares STWTX | Other assets | — | $15K – $50K |
| Janus Henderson Enterprise Fund Class I Shares JMGRX | Other assets | — | $15K – $50K |
| MFS Municipal MIUIX | Other assets | — | $15K – $50K |
| NatixisLoomis Sayles Investment Grade Bond Fund Class Y Shares LSIIX | Employment assets | Self | $1K – $15K |
| Putnam Equity Income Fund Class Y Shares PEIYX | Employment assets | Self | $1K – $15K |
| Putnam Equity Income Fund Class Y Shares PEIYX | Employment assets | Self | $1K – $15K |
| First EagleGlobal Fund Class I Shares SGIIX | Employment assets | Self | $1K – $15K |
| First EagleGlobal Fund Class I Shares SGIIX | Employment assets | Self | $1K – $15K |
| JPMorgan Growth Advantage Fund Class I Shares JGASX | Employment assets | Self | $1K – $15K |
| JPMorgan Growth Advantage Fund Class I Shares JGASX | Employment assets | Self | $1K – $15K |
| Touchstone Mid Cap Fund Class Y Shares TMCPX | Employment assets | Self | $1K – $15K |
| Touchstone Mid Cap Fund Class Y Shares TMCPX | Employment assets | Self | $1K – $15K |
| Gateway Fund Class Y Shares GTEYX | Employment assets | Self | $1K – $15K |
| Gateway Fund Class Y Shares GTEYX | Employment assets | Self | $1K – $15K |
| Hartford Core Equity Fund Class I Shares HGIIX | Employment assets | Self | $1K – $15K |
| Hartford Core Equity Fund Class I Shares HGIIX | Employment assets | Self | $1K – $15K |
| Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares GSINX | Employment assets | Self | $1K – $15K |
| Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares GSINX | Employment assets | Self | $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 |
|---|---|---|---|---|---|
| EILTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I Shares | Sell | $15K – $50K | — | Dec 8, 2023 | filing ↗ |
| MIUIX MFS Municipal Intermediate Fund Class I | Buy | $15K – $50K | — | Dec 8, 2023 | filing ↗ |
| PRWCX T Rowe Price Capital Appreciation Fund | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| LSWWX Loomis Sayles Global Allocation Fund Class Y Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| GSFTX Columbia Dividend Income Fund Institutional Class Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| PRJZX PGIM JennisonGlobal Opportunities Fund Class Z Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| MLAIX MainStay Winslow Large Cap Growth Fund Class I Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| ALZFX Alger Focus Equity Fund Class Z Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| CMTFX ColumbiaGlobal Technology Growth Fund Institutional Class Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| EIXIX Catalyst Enhanced Income Strategy Fund Class I Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| PEIYX Putnam Equity Income Fund Class Y Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| ESPNX Allspring Special Small Cap Value Fund | Sell | — | — | Sep 22, 2023 | filing ↗ |
| PRHSX T Rowe Price Health Sciences Fund, Inc | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| AFOZX Alger Mid Cap Focus Fund Class Z Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| AGOZX Alger Small Cap Focus Fund Class Z Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| LSIIX Loomis Sayles Investment Grade Bond Fund Class Y Shares | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| WFMIX Allspring Special Mid Cap Value Fund | Sell | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| GSINX Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares | Buy | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| HGIIX Hartford Core Equity Fund Class I Shares | Buy | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| INYDX Pioneer Disciplined Growth Fund Class Y Shares | Buy | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| SGIIX First EagleGlobal Fund Class I Shares | Buy | $1K – $15K | — | Sep 22, 2023 | filing ↗ |
| MWTIX Metropolitan West | Buy | $15K – $50K | — | Sep 22, 2023 | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Sell | $15K – $50K | — | Sep 20, 2023 | filing ↗ |
| EILTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I Shares | Buy | $15K – $50K | — | Sep 20, 2023 | filing ↗ |
| TMCPX Touchstone Mid Cap Fund Class Y Shares | Buy | $1K – $15K | — | Sep 1, 2023 | filing ↗ |
| ESPNX Allspring Special Small Cap Value Fund | Sell | $1K – $15K | — | Apr 25, 2023 | filing ↗ |
| PRWCX T Rowe Price Capital Appreciation Fund | Sell | $1K – $15K | — | Mar 23, 2023 | filing ↗ |
| ALZFX Alger Focus Equity Fund Class Z Shares | Buy | $1K – $15K | — | Mar 23, 2023 | filing ↗ |
| PRWCX T Rowe Price Capital Appreciation Fund | Sell | $50K – $100K | — | Feb 28, 2023 | filing ↗ |
| CMTFX ColumbiaGlobal Technology Growth Fund Institutional Class Shares | Sell | $50K – $100K | — | Feb 28, 2023 | filing ↗ |
| LSWWX Loomis Sayles Global Allocation Fund Class Y Shares | Sell | $15K – $50K | — | Feb 28, 2023 | filing ↗ |
| SGIIX First EagleGlobal Fund Class I Shares | Buy | $15K – $50K | — | Feb 28, 2023 | filing ↗ |
| PLDPX PIMCO Low Duration Fund Class I-2 Shares | Sell | $15K – $50K | — | Jan 19, 2023 | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $15K – $50K | — | Jan 19, 2023 | filing ↗ |
| NDVIX MFS New Discovery Value Fund Class I Shares | Sell | $1K – $15K | — | — | filing ↗ |
| WFMIX Wells Fargo Special Mid Cap Value Fund Institutional Class Shares | Sell | $15K – $50K | — | — | filing ↗ |
| WACPX Western Asset Core Plus Bond Fund Class I Shares | Sell | $50K – $100K | — | — | filing ↗ |
| PRWCX T Rowe Price Capital Appreciation Fund | Buy | $50K – $100K | — | — | filing ↗ |
| PEIYX Putnam Equity Income Fund Class Y Shares | Buy | $50K – $100K | — | — | filing ↗ |
| HIMYX Pioneer High Income Municipal Fund Class Y Shares | Buy | $15K – $50K | — | — | filing ↗ |
| PONPX PIMCO Income Fund Class I-2 Shares | Buy | $15K – $50K | — | — | filing ↗ |
| LADFX Lord Abbett Developing Growth Fund Inc Class F Shares | Buy | $1K – $15K | — | — | filing ↗ |
| ODIYX Invesco Oppenheimer Discovery Fund Class Y Shs | Buy | $15K – $50K | — | — | filing ↗ |
| LFMGX Lord Abbett Micro Cap Growth CL F | Buy | $1K – $15K | — | — | filing ↗ |
| ALZFX Alger Focus Equity Fund Class Z Shares | Buy | $50K – $100K | — | — | filing ↗ |
Asset holdings
Termination · filed —All positions
45 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| SEP IRA Account | Self | — | — |
| Vanguard Federal Money Market Fund VMFXX | Self | $15K – $50K | — |
| NatixisLoomis Sayles Investment Grade Bond Fund Class Y Shares LSIIX | Self | $15K – $50K | $201 – $1K |
| Putnam Equity Income Fund Class Y Shares PEIYX | Self | $1K – $15K | $201 – $1K |
| First EagleGlobal Fund Class I Shares SGIIX | Self | $1K – $15K | $201 – $1K |
| Wells Fargo Special Mid Cap Value Fund Institutional Class Shares WFMIX | Self | $1K – $15K | $201 – $1K |
| JPMorgan Growth Advantage Fund Class I Shares JGASX | Self | $1K – $15K | $201 – $1K |
| Touchstone Mid Cap Fund Class Y Shares TMCPX | Self | $1K – $15K | — |
| Gateway Fund Class Y Shares GTEYX | Self | $1K – $15K | — |
| Hartford Core Equity Fund Class I Shares HGIIX | Self | $1K – $15K | $201 – $1K |
| Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares GSINX | Self | $1K – $15K | $201 – $1K |
| Invesco Oppenheimer Discovery Fund Class Y Shs ODIYX | Self | $1K – $15K | — |
| Columbia University TIAA Voluntary Savings Plan | Self | — | — |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VTTHX | Self | $15K – $50K | — |
| Columbia University TIAA Retirement Plan for Officers | Self | — | — |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VTTHX | Self | $100K – $250K | — |
| IRA Account | Self | — | — |
| Putnam Equity Income Fund Class Y Shares PEIYX | Self | $1K – $15K | — |
| First EagleGlobal Fund Class I Shares SGIIX | Self | $1K – $15K | — |
| Wells Fargo Special Mid Cap Value Fund Institutional Class Shares WFMIX | Self | Under $1K | — |
| JPMorgan Growth Advantage Fund Class I Shares JGASX | Self | $1K – $15K | — |
| Touchstone Mid Cap Fund Class Y Shares TMCPX | Self | $1K – $15K | — |
| Gateway Fund Class Y Shares GTEYX | Self | $1K – $15K | — |
| Hartford Core Equity Fund Class I Shares HGIIX | Self | $1K – $15K | — |
| Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares GSINX | Self | $1K – $15K | — |
| Invesco Oppenheimer Discovery Fund Class Y Shs ODIYX | Self | Under $1K | — |
| NatixisLoomis Sayles Investment Grade Bond Fund Class Y Shares LSIIX | Self | $1K – $15K | — |
| United Pilots Retirement Plan 401k | Spouse | — | — |
| Pilots Target Date 2025 Portfolio | Spouse | $15K – $50K | — |
| Rollover IRA | Spouse | — | — |
| T Rowe Price Government Money Fund, Inc PRRXX | Spouse | $1K – $15K | — |
| Checking Account, US Bank | — | $15K – $50K | Interest |
| Residential real estate, Baltimore, MD | — | $500K – $1M | Rent or Royalties |
| Brokerage Account | — | — | — |
| AB Large Cap Growth Fund, Inc Advisor Class Shares APGYX | — | $15K – $50K | $1K – $2.5K |
| Columbia Dividend Income Fund Institutional Class Shares GSFTX | — | $15K – $50K | $1K – $2.5K |
| Eaton Vance Short ESIIX | — | $15K – $50K | $1K – $2.5K |
| First EagleGlobal Fund Class I Shares SGIIX | — | $15K – $50K | $201 – $1K |
| Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares GSINX | — | $15K – $50K | $201 – $1K |
| Hartford Schroders Tax-Aware Bond Fund Class I Shares STWTX | — | $15K – $50K | $201 – $1K |
| Invesco Discovery Fund Class Y Shs ODIYX | — | $15K – $50K | — |
| Janus Henderson Enterprise Fund Class I Shares JMGRX | — | $15K – $50K | — |
| MFS Municipal MIUIX | — | $15K – $50K | $201 – $1K |
| Putnam Equity Income Fund Class Y Shares PEIYX | — | $50K – $100K | $1K – $2.5K |
| Savings Account, US Bank | — | $1K – $15K | Interest |
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.