20trades · $1.4M est.
$2.9Mest. assets · Termination
Since nomination
Nominee 278 (01/21/2021) vs TerminationDivested
10 positions · $789.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| TIAA-CREF Social Choice Equity Fund (Institutional) TISCX | Employment assets | Self | $250K – $500K |
| Calvert Equity R6 Fund CEYRX | Spouse's assets | Spouse | $100K – $250K |
| TIAA-CREF Social Choice Equity Fund (Institutional) TISCX | Employment assets | Self | $50K – $100K |
| CREF Bond Market R2 | Employment assets | Self | $50K – $100K |
| Dodge & Cox Income Fund DODIX | Spouse's assets | Spouse | $15K – $50K |
| Principal Core Fixed Income R5 Fund PIOQX | Spouse's assets | Spouse | $15K – $50K |
| Thomas and Kathleen Hicks, LLC (Management and Technical Consulting) | Employment assets | Self | $1K – $15K |
| Thomas and Kathleen Hicks, LLC (Management and Technical Consulting) | Spouse's assets | Spouse | $1K – $15K |
| US bank #2 (cash: checking) | Other assets | — | $1K – $15K |
| CREF Social Choice R2 | Employment assets | Self | Under $1K |
Held at termination
6 positions · $1.1M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| The Mabus Group LLC (Management consulting) | Spouse's assets | Spouse | $100K – $250K | $500K – $1M |
| US credit union (cash: savings and checking) | Other assets | — | $50K – $100K | $100K – $250K |
| Vanguard Inflation Protected Securities Fund Admiral VAIPX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Dodge and Cox Income Fund DODIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| 2021 Portfolio | Other assets | — | $15K – $50K | $15K – $50K |
| 2021 Portfolio | Other assets | — | $15K – $50K | $15K – $50K |
New positions
13 positions · $1.9M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| TIAA Access Nuveen Large Cap Responsible Equity Fund T4 | Employment assets | Self | $500K – $1M |
| CREF Core Bond R2 | Employment assets | Self | $100K – $250K |
| Nuveen Large Cap Responsible Equity Fund R6 | Employment assets | Self | $100K – $250K |
| H4E, LLC (Management and Technical Consulting) | Spouse's assets | Spouse | $100K – $250K |
| Invesco QQQ Trust, Series 1 QQQ | Other assets | — | $100K – $250K |
| Avenue Capital Group | Spouse's assets | Spouse | $50K – $100K |
| Invesco QQQ Trust, Series 1 QQQ | Spouse's assets | Spouse | $50K – $100K |
| Schwab S&P 500 Index Fund SWPPX | Spouse's assets | Spouse | $50K – $100K |
| Schwab S&P 500 Index Fund SWPPX | Other assets | — | $50K – $100K |
| Schwab S&P 500 Index Fund SWPPX | Spouse's assets | Spouse | $15K – $50K |
| Schwab Crypto Economy ETF Schwab Crypto Economy ETF STCE | Spouse's assets | Spouse | $15K – $50K |
| Schwab Crypto Economy ETF Schwab Crypto Economy ETF STCE | Spouse's assets | Spouse | $15K – $50K |
| Invesco AI and Next Gen Software ETF IGPT | Spouse's assets | Spouse | $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 |
|---|---|---|---|---|---|
| VOOV Vanguard S&P 500 Value Index FundETF Shares | Sell | $15K – $50K | — | Dec 17, 2024 | filing ↗ |
| STCE Schwab Crypto Economy ETF Schwab Crypto Economy ETF | Buy | $15K – $50K | — | Dec 17, 2024 | filing ↗ |
| IGPT INVESCO AI AD NEXT GEN SFTWE ETF | Buy | $15K – $50K | — | Dec 11, 2024 | filing ↗ |
| STCE Schwab Crypto Economy ETF Schwab Crypto Economy ETF | Buy | $15K – $50K | — | Dec 11, 2024 | filing ↗ |
| SWPPX Schwab S&P 500 Index Fund | Buy | $50K – $100K | — | Nov 18, 2024 | filing ↗ |
| IGPT INVESCO AI AD NEXT GEN SFTWE ETF | Buy | $1K – $15K | — | Jun 4, 2024 | filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Buy | $50K – $100K | — | Mar 4, 2024 | filing ↗ |
| SCHF Schwab International Equity ETF | Sell | $50K – $100K | — | Mar 1, 2024 | filing ↗ |
| XLP Consumer Staples Select Sector SPDR Fund | Sell | $100K – $250K | — | Jan 30, 2024 | filing ↗ |
| QQQ Invesco QQQ Trust, Series 1 | Buy | $100K – $250K | — | Jan 30, 2024 | filing ↗ |
| SWPPX Schwab S&P 500 Index Fund | Buy | $1K – $15K | — | Nov 15, 2023 | filing ↗ |
| SWPPX Schwab S&P 500 Index Fund | Buy | $15K – $50K | — | Jun 20, 2023 | filing ↗ |
| SWPPX Schwab S&P 500 Index Fund | Buy | $15K – $50K | — | Jun 10, 2023 | filing ↗ |
| SWPPX Schwab S&P 500 Index Fund | Buy | $50K – $100K | — | Jun 5, 2023 | filing ↗ |
| PIOQX Principal Core Fixed Income Fund Class R-5 Shares | Sell | $50K – $100K | — | May 25, 2023 | filing ↗ |
| SCHF Schwab International Equity ETF | Buy | $50K – $100K | — | May 10, 2023 | filing ↗ |
| CEYRX Calvert Equity Fund Class R6 Shares | Sell | $100K – $250K | — | May 3, 2023 | filing ↗ |
| VOOV Vanguard S&P 500 Value Index FundETF Shares | Buy | $15K – $50K | — | Dec 22, 2022 | filing ↗ |
| DODIX Dodge & Cox Income Fund | Sell | $15K – $50K | — | Dec 21, 2022 | filing ↗ |
| XLP Consumer Staples Select Sector SPDR Fund | Buy | $100K – $250K | — | Sep 16, 2022 | filing ↗ |
Asset holdings
Termination · filed —All positions
26 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Center for Strategic and International Studies - 403(b) account | Self | — | — |
| CREF Core Bond R2 | Self | $100K – $250K | — |
| Vanguard Inflation Protected Securities Fund Admiral VAIPX | Self | $15K – $50K | — |
| TIAA Access Nuveen Large Cap Responsible Equity Fund T4 | Self | $500K – $1M | — |
| Nuveen Large Cap Responsible Equity Fund R6 | Self | $100K – $250K | — |
| Roth IRA | Self | — | — |
| Dodge and Cox Income Fund DODIX | Self | $15K – $50K | — |
| The Mabus Group LLC (Management consulting) | Spouse | $500K – $1M | business income |
| H4E, LLC (Management and Technical Consulting) | Spouse | $100K – $250K | business income |
| Roth IRA | Spouse | — | — |
| Schwab S&P 500 Index Fund SWPPX | Spouse | $50K – $100K | — |
| Schwab Crypto Economy ETF Schwab Crypto Economy ETF STCE | Spouse | $15K – $50K | — |
| Rollover 401(k) | Spouse | — | — |
| Schwab S&P 500 Index Fund SWPPX | Spouse | $15K – $50K | — |
| Schwab Crypto Economy ETF Schwab Crypto Economy ETF STCE | Spouse | $15K – $50K | — |
| Invesco AI and Next Gen Software ETF IGPT | Spouse | $15K – $50K | — |
| Invesco QQQ Trust, Series 1 QQQ | Spouse | $50K – $100K | — |
| Avenue Capital Group | Spouse | $50K – $100K | advisory income |
| US credit union (cash: savings and checking) | — | $100K – $250K | Dividends · $201 – $1K |
| VA invest 529 savings plan #1 | — | — | — |
| 2021 Portfolio | — | $15K – $50K | — |
| VA invest 529 savings plan #2 | — | — | — |
| 2021 Portfolio | — | $15K – $50K | — |
| US bank #2 (brokerage) | — | — | — |
| Invesco QQQ Trust, Series 1 QQQ | — | $100K – $250K | — |
| Schwab S&P 500 Index Fund SWPPX | — | $50K – $100K | — |
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.