9trades · $96.5K est.
22%
disclosed on time · 7 late, worst 86d over
$21Mest. assets · Nominee 278 (01/21/2025)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| NKE NIKE, Inc. | Sell | $1K – $15K | Self | Apr 4, 2225 | filing ↗ |
| CRSP CRISPR Therapeutics AG Common Shares | Sell | $1K – $15K | Self | Apr 4, 2025 | filing ↗ |
| ZS Zscaler, Inc. | Sell | $1K – $15K | Self | Mar 27, 2025 | 4d late filing ↗ |
| UBER Uber Technologies, Inc. | Sell | $1K – $15K | Self | Mar 27, 2025 | 4d late filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Mar 27, 2025 | 4d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Mar 27, 2025 | 4d late filing ↗ |
| ASML Holding NV | Sell | $1K – $15K | Self | Mar 27, 2025 | 4d late filing ↗ |
| NKE NIKE, Inc. | Buy | $1K – $15K | Self | Jan 4, 2025 | 86d late filing ↗ |
| UBER Uber Technologies, Inc. | Buy | $1K – $15K | Self | Jan 4, 2025 | 86d late filing ↗ |
Asset holdings
Nominee 278 (01/21/2025) · filed Jan 21, 2025| Account or section | Positions | Est. value |
|---|---|---|
| Employment assets | 41 | $10M |
| Other assets | 82 | $8.2M |
| Spouse's assets | 70 | $2.8M |
Other assets
82 positions, as filed · back to all 193| Asset | Value | Income |
|---|---|---|
| Dragonfly Therapeutics, Inc - Immunotherapy Research and Development | $15K – $50K | Dividends · $1K – $2.5K |
| US Bank Acct #1 (cash) | $250K – $500K | Interest · $201 – $1K |
| US Bank Acct #2 (cash) | $1K – $15K | — |
| US Bank Acct #3 (cash) | Under $1K | — |
| Family Trust #1 | — | — |
| Citibank Money Market Account (cash) | $1K – $15K | — |
| Brokerage #1 | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | $1K – $15K | $5K – $15K |
| Park Holdings Group, LLC - Equity Investments (underlying assets below threshold are not reported) | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | Under $1K | — |
| Generation IM Global Equity Fund (underlying assets below threshold) | $1K – $15K | — |
| Lone Cascade- Class K | $1K – $15K | — |
| Park Holdings Group, LLC - Hedge Investments (underlying assets below reporting threshold are not reported) | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | Under $1K | — |
| Park Holdings Group, LLC - Fixed Income Investments (underlying assets below threshold) | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | Under $1K | — |
| Park Holdings Group, LLC - Private Equity Investments | — | — |
| Deutsche Banc Special Opps Fund (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| Rockefeller Access Fund I, LLC (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | $1K – $15K | — |
| GridBright Inc - technology company specializing in secure and sustainable grid integration. | $1K – $15K | Capital Gains · $100K – $1M |
| Vantagepoint Cleantech Associates, II LP - Investment Partnership (underlying investments below threshold are not reported) | $15K – $50K | — |
| Amprius, Inc - High Energy Battery Research and Development | — | — |
| Amprius Technologies, Inc. AMPX | $1K – $15K | — |
| Wolf Point Owners LLC (real estate development holding company) | — | — |
| Commercial Real Estate, parcel 1, Chicago Illinois | Under $1K | — |
| Commercial Real Estate, parcel 2, Chicago Illinois | $500K – $1M | — |
| Commercial Real Estate, parcel 3, Chicago Illinois | $100K – $250K | Distribution of net operating income · $9.5K |
| Commercial Real Estate, parcel 4, Chicago Illinois | $100K – $250K | Distribution of net operating income · $1.3K |
| Park Holdings Group, LLC - Realty Investments | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | $1K – $15K | $201 – $1K |
| Arctic Royalty LP - private land - oil & gas rights - OK, TX, KS, LA, MS, AL, FL | Under $1K | Capital Gains and operating income · $26.6K |
| Family Trust # 2 | — | — |
| Citibank Money Market Account (cash) | Under $1K | — |
| Arctic Royalty LP - private land - oil & gas rights - OK, TX, KS, LA, MS, AL, FL | Under $1K | Capital Gains and operating income · $28.5K |
| Family Trust #3 | — | — |
| Citibank Money Market (cash) | Under $1K | — |
| Park Holdings Group, LLC - Equity Investments | — | — |
| Generation IM Global Equity Fund (underlying assets below threshold) | $15K – $50K | — |
| Dodge and Cox Global Stock Fund DODWX | $1K – $15K | $201 – $1K |
| Amansa Fund, L.P. (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| WGI Emerging Markets Fund, LLC (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| McDonald Capital Investors, Inc (underlying assets below the reporting threshold not disclosed) | $1K – $15K | Dividends · $201 – $1K |
| Progressive Corp (NYSE - PGR) | $1K – $15K | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | Under $1K | — |
| Lone Cascade- Class K | $1K – $15K | — |
| Lone Cascade- Class J | $1K – $15K | — |
| Velt Partners Fund, LLC | $1K – $15K | — |
| HCP Private Equity Fund VII, LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| HCP Private Equity Fund VIII, LLC (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| HCP China Capital Appreciation (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| HCP Private Equity Fund IX, LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| HCP Private Equity Fund X, LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement) | $1K – $15K | — |
| Vanguard Intl Equity Index Fund VTIAX | Under $1K | $201 – $1K |
| Northern Funds US Govt Money Mkt Fd NOGXX | Under $1K | — |
| Baker Brothers Life Sciences, LP (Underlying assets below threshold) | $1K – $15K | — |
| GMO Resources Fund GOFIX | $1K – $15K | — |
| Hound Partners Variable Beta Fund LP (Underlying assets below threshold) | $1K – $15K | — |
| Ichigo Japan Fund G LP (Underlying assets below threshold) | $1K – $15K | — |
| Park Financial Holdings - Hedge Fund (Underlying assets below threshold are not reported) | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | $1K – $15K | — |
| Park Holdings Group, LLC - Fixed Income Investments (underlying assets below threshold) | — | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | Under $1K | $201 – $1K |
| Arctic Royalty LP - private land - oil & gas rights - OK, TX, KS, LA, MS, AL, FL | $1K – $15K | Operating income · $467 |
| Family Trust #4 - Underlying assets are non- reportable personal property that is not for investment or production of income | — | — |
| Family Trust #5 - Underlying assets are non- reportable personal property that is not for investment or production of income | — | — |
| US Bank Acct #4 (cash) | $1K – $15K | — |
| US Bank Acct #5 (cash) | $1K – $15K | — |
| US Bank Acct #6 (cash) | $100K – $250K | Interest · $15K – $50K |
| Brokerage #2 | — | — |
| Bitcoin (BTC) (Fidelity Crypto) | $1M – $5M | — |
| Fidelity U.S. Brokerage Account (cash) | $50K – $100K | — |
| Family Trust #7 - no assets added as yet | Under $1K | — |
| Northern Funds US Govt Money Mkt Fd NOGXX | $1M – $5M | $100K – $1M |
| Marathon Digital Holdings Inc MARA | Under $1K | — |
| Brokerage #3 - Dependent | — | — |
| Apple AAPL | $1K – $15K | — |
| Amazon AMZN | $15K – $50K | — |
| CRISPR Therapeutics AG | $1K – $15K | — |
| SPDR S&P 500 ETF SPY | $50K – $100K | $201 – $1K |
| Zscaler ZS | $1K – $15K | — |
| Jeff Hayes, Licensing Agreement to use MAHA brand marks | Under $1K | licensing fees · $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.