17trades · $1.9M est.
100%
disclosed on time
$7.9Mest. assets · Termination
Since nomination
Nominee 278 (05/20/2021) vs TerminationDivested
17 positions · $2.6M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Leidos Inc. common stock | Employment assets | Self | $500K – $1M |
| T. Rowe Price Small & Mid-Cap Core Index Fund D | Employment assets | Self | $250K – $500K |
| Leidos Inc. vested stock options (may be exercised as of 4/30/21) | Employment assets | Self | $250K – $500K |
| Vanguard Extended Market Index Institutional Plus | Employment assets | Self | $100K – $250K |
| Leidos, Inc. restricted stock units (vest May 1, 2021) | Employment assets | Self | $100K – $250K |
| Polen International Growth Fund | Employment assets | Self | $100K – $250K |
| Innoven Energy (Receivable deferred consulting fees) | Employment assets | Self | $100K – $250K |
| Vanguard Target Retirement 2025 Inv. | Employment assets | Self | $50K – $100K |
| Vanguard Total Bond Market Index Inst | Employment assets | Self | $50K – $100K |
| US Bank Account Money Market Account (cash) | Employment assets | Self | $50K – $100K |
| Innoven Energy (convertible loan) | Employment assets | Self | $50K – $100K |
| Leidos Inc. (Directors fees receivable for 1st Q 2021) | Employment assets | Self | $15K – $50K |
| University of VA Bond Ser ABE/R | Other assets | — | $15K – $50K |
| Fairfax County VA IDA Ser. A Bond | Other assets | — | $15K – $50K |
| Northrop Grumman Corp. NOC | Other assets | — | $15K – $50K |
| Leonardo Electronics (Receivable Director's Fees Q1 CY2021) | Employment assets | Self | $1K – $15K |
| QuEST Defense (Receivable Directors Fees for Q2 CY2021) | Employment assets | Self | $1K – $15K |
Held at termination
35 positions · $6.8M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Columbia Dividend and Income Fund LBSAX | Employment assets | Self | $500K – $1M | $500K – $1M |
| Fidelity Low Priced Stock FLPKX | Spouse's assets | Spouse | $500K – $1M | $500K – $1M |
| American Funds Fundamental ANCFX | Employment assets | Self | $250K – $500K | $500K – $1M |
| Fidelity Growth Co- FGCKX | Spouse's assets | Spouse | $250K – $500K | $500K – $1M |
| Columbia Dividend Income Fund LBSAX | Other assets | — | $250K – $500K | $500K – $1M |
| US Brokerage money market account(cash) | Other assets | — | $250K – $500K | $250K – $500K |
| American Funds New Perspective | Employment assets | Self | $100K – $250K | $250K – $500K |
| American Funds Fundamentals ANCFX | Employment assets | Self | $100K – $250K | $250K – $500K |
| US Bank Account Money Market account (cash) | Employment assets | Self | $100K – $250K | $100K – $250K |
| American Funds New Perspective ANWPX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Brookfield Asset Management BAM | Other assets | — | $100K – $250K | $100K – $250K |
| US Brokerage money market account(cash) | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. Bank #2 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| U.S. Bank #3 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| Columbia Dividend Income Fund LBSAX | Other assets | — | $50K – $100K | $100K – $250K |
| Annaly Capital Management NLY | Employment assets | Self | $100K – $250K | $50K – $100K |
| Schwab US TIPS ETF SCHP | Other assets | — | $100K – $250K | $50K – $100K |
| International Equity Fund TDQP | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| US Brokerage money market account(cash) | Other assets | — | $50K – $100K | $50K – $100K |
| US Brokerage money market account(cash) | Other assets | — | $50K – $100K | $50K – $100K |
New positions
4 positions · $1.1M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| T Rowe Price Capital Appreciation Fund PRWCX | Other assets | — | $500K – $1M |
| Vanguard Utilities Index Fund ETF Shares VPU | Other assets | — | $100K – $250K |
| Vanguard STAR Fund Investor Shares VGSTX | Employment assets | Self | $50K – $100K |
| US Bank Account Money Market (cash) | Employment assets | Self | $50K – $100K |
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 |
|---|---|---|---|---|---|
| LDOS Leidos Holdings, Inc. | Sell | $50K – $100K | Self | Oct 15, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $100K – $250K | Self | Oct 15, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $100K – $250K | Self | Oct 15, 2021 | filing ↗ |
| NOC Northrop Grumman Corp. | Sell | $15K – $50K | Self | Sep 30, 2021 | filing ↗ |
| T Rowe Price QM US Small & Mid-Cap Core D | Sell | $250K – $500K | Self | Sep 30, 2021 | filing ↗ |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | Sell | $100K – $250K | Self | Sep 30, 2021 | filing ↗ |
| VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | Sell | $50K – $100K | Self | Sep 30, 2021 | filing ↗ |
| VTTVX Vanguard Target Retirement 2025 Fund Investor Class Shares | Sell | $50K – $100K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $15K – $50K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $100K – $250K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $100K – $250K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $100K – $250K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $100K – $250K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $15K – $50K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $1K – $15K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $1K – $15K | Self | Sep 30, 2021 | filing ↗ |
| LDOS Leidos Holdings, Inc. | Sell | $1K – $15K | Self | Sep 30, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
44 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| SEP IRA | Self | — | — |
| US Bank Account Money Market account (cash) | Self | $100K – $250K | — |
| American Funds Fundamental ANCFX | Self | $500K – $1M | $2.5K – $5K |
| American Funds New Perspective | Self | $250K – $500K | $1K – $2.5K |
| Columbia Dividend and Income Fund LBSAX | Self | $500K – $1M | $2.5K – $5K |
| Vanguard STAR Fund Investor Shares VGSTX | Self | $50K – $100K | — |
| Rollover IRA | Self | — | — |
| American Funds Fundamentals ANCFX | Self | $250K – $500K | $1K – $2.5K |
| Annaly Capital Management NLY | Self | $50K – $100K | — |
| American Funds New Perspective ANWPX | Self | $100K – $250K | $1K – $2.5K |
| US Bank Account Money Market (cash) | Self | $50K – $100K | — |
| Hogan Lovells (Law firm - partnership) | Spouse | — | salary, bonus |
| Hogan Lovells US LLP Retirement Savings Plan | Spouse | — | — |
| Fidelity Growth Co- FGCKX | Spouse | $500K – $1M | $1K – $2.5K |
| Fidelity Low Priced Stock FLPKX | Spouse | $500K – $1M | $1K – $2.5K |
| BTC Lifepath Retirement | Spouse | $15K – $50K | $2.5K – $5K |
| Fidelity Government Money Market Fund SPAXX | Spouse | $1K – $15K | — |
| International Equity Fund TDQP | Spouse | $50K – $100K | $201 – $1K |
| Brookfield Asset Management BAM | — | $100K – $250K | — |
| Columbia Dividend Income Fund LBSAX | — | $500K – $1M | $2.5K – $5K |
| US Brokerage money market account(cash) | — | $250K – $500K | Interest · $201 – $1K |
| US Brokerage money market account(cash) | — | $100K – $250K | Interest · $201 – $1K |
| Schwab US TIPS ETF SCHP | — | $50K – $100K | — |
| US Brokerage money market account(cash) | — | $1K – $15K | — |
| Vanguard S&P 500 ETF VOO | — | $15K – $50K | $201 – $1K |
| US Brokerage money market account (cash) | — | $1K – $15K | — |
| US Brokerage money market account(cash) | — | $50K – $100K | — |
| Columbia Dividend Income Fund LBSAX | — | $100K – $250K | $1K – $2.5K |
| Virginia Commonwealth Transportation Bond RV | — | $50K – $100K | Interest · $1K – $2.5K |
| Gnma | — | $1K – $15K | Interest |
| U.S. Bank #2 (cash) | — | $100K – $250K | — |
| U.S. Bank #3 (cash) | — | $100K – $250K | — |
| US Bank # 1 (cash) | — | $15K – $50K | — |
| US Brokerage money market account(cash) | — | $50K – $100K | — |
| US Brokerage money market account(cash) | — | $1K – $15K | — |
| Hennessy Small Cap Financial Fund Investor Class Shares HSFNX | — | $50K – $100K | $1K – $2.5K |
| Gnma | — | $1K – $15K | — |
| Gnma | — | $1K – $15K | — |
| Gnma | — | $1K – $15K | — |
| Gnma | — | $1K – $15K | — |
| Virginia CollegeAmerica 529 | — | — | — |
| American Funds College 2033 Fund Class 529-A Shares CTLAX | — | $15K – $50K | — |
| Vanguard Utilities Index Fund ETF Shares VPU | — | $100K – $250K | $1K – $2.5K |
| T Rowe Price Capital Appreciation Fund PRWCX | — | $500K – $1M | $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.