Christopher Landau
UNITED STATES TREASURY BILL × 4 ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTR 4.7000% RATE:BA2/BB- 4.700% DUE:2065-05-01 × 2 DANOY × 2 NSRGY × 2 WAB × 2 UL × 2 view in graph
89trades · $7.8M est.
0%
disclosed on time · 89 late, worst 65d over
$81.2Mest. assets · Nominee 278 (02/21/2025)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTR 4.7000% RATE:BA2/BB- 4.700% DUE:2065-05-01 | Sell | $50K – $100K | Self | May 1, 2025 | 29d late filing ↗ |
| BUILDERS FIRSTSOURCE INC REGS RATE:BA2/BB- 4.250% DUE:2032-02-01 | Sell | $50K – $100K | Self | May 1, 2025 | 29d late filing ↗ |
| ALLY FINANCIAL INC FXD TO 052026 VAR THRAFTR 4.7000% RATE:BA2/BB- 4.700% DUE:2065-05-01 | Sell | $15K – $50K | Self | May 1, 2025 | 29d late filing ↗ |
| JPMORGAN CHASE & CO FXD TO 112022 VAR THRAFTR 7.1323% RATE:BAA2/BBB 7.132% DUE:2065-05-01 | Sell | $100K – $250K | Self | May 1, 2025 | 29d late filing ↗ |
| BDX Becton, Dickinson and Company | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| WAB Westinghouse Air Brake Technologies Corporation | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| V Visa Inc. | Sell | $250K – $500K | Self | Apr 28, 2025 | 32d late filing ↗ |
| IMO Imperial Oil Limited | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| PM Philip Morris International Inc. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| FMX Fomento Económico Mexicano, S.A.B. de C.V. | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SOMLY SECOM CO., LTD. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| ORKLY Orkla ASA | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| WAB Westinghouse Air Brake Technologies Corporation | Sell | $250K – $500K | Self | Apr 28, 2025 | 32d late filing ↗ |
| GOLD Barrick Gold Corporation Common Stock (BC) | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| CCU Compañía Cervecerías Unidas S.A. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| BAESY BAE Systems plc | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| UL Unilever PLC | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| HENKY Henkel AG & Co. KGaA | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| BTI British American Tobacco p.l.c. | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| KMTUY Komatsu Ltd. | Sell | $1K – $15K | Self | Apr 28, 2025 | 32d late filing ↗ |
| HNGKY Hongkong Land Holdings Limited | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| JMHLY Jardine Matheson Holdings Limited | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| TSM Taiwan Semiconductor Manufacturing Company Limited | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| LYG Lloyds Banking Group plc | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| MSADY MS&AD Insurance Group Holdings, Inc. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| ADDYY adidas AG | Sell | $1K – $15K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SGSOY SGS SA | Sell | $1K – $15K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SNY Sanofi | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| WTW Willis Towers Watson Public Limited Company | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| WPM Wheaton Precious Metals Corp. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| NHNKY Nihon Kohden Corporation | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| ITUB Itaú Unibanco Holding S.A. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| PROSY Prosus N.V. | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| AAGIY AIA Group Limited | Sell | $1K – $15K | Self | Apr 28, 2025 | 32d late filing ↗ |
| UOLGY UOL Group Limited | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| MA Mastercard Incorporated | Sell | $250K – $500K | Self | Apr 28, 2025 | 32d late filing ↗ |
| BKKLY Bangkok Bank Public Company Limited | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| FANUY Fanuc Corporation | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| DANOY Danone S.A. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SVNLY Svenska Handelsbanken AB (publ) | Sell | $1K – $15K | Self | Apr 28, 2025 | 32d late filing ↗ |
| CFRUY Compagnie Financière Richemont SA | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| BRKB Berkshire Hathaway Inc. | Sell | $500K – $1M | Self | Apr 28, 2025 | 32d late filing ↗ |
| BNTGY Brenntag SE | Sell | $1K – $15K | Self | Apr 28, 2025 | 32d late filing ↗ |
| FUPBY Fuchs SE | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| HEINY Heineken N.V. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| RBGLY Reckitt Benckiser Group plc | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| ABEV Ambev S.A. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| FANG Diamondback Energy, Inc. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SMLPX Westwood Salient MLP & Engy Infras Inst | Sell | $500K – $1M | Self | Apr 28, 2025 | 32d late filing ↗ |
| EBBGF Enbridge Inc. | Sell | $250K – $500K | Self | Apr 28, 2025 | 32d late filing ↗ |
| NTR Nutrien Ltd. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| LGRDY Legrand SA | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| BX Blackstone Inc. | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SZKMY Suzuki Motor Corporation | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| EQH Equitable Holdings, Inc. | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SMCAY SMC Corporation | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| MKKGY Merck KGaA | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| ATH Athene Holding Ltd. | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SMPNY Sompo Holdings, Inc. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| WELLS FARGO CO DEP PFD 4.7 C-A | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SHEL Shell plc | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| SMNNY Shimano Inc. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| HLN Haleon plc American Depositary Shares (Each representing two Ordinary Shares) | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| BKGFY The Berkeley Group Holdings plc | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| MIELY Mitsubishi Electric Corporation | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| NSRGY Nestlé S.A. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| NEM Newmont Corp. | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| PWCDF Power Corporation of Canada | Sell | $15K – $50K | Self | Apr 28, 2025 | 32d late filing ↗ |
| AGNCN AGNC Investment Corp. Depositary Shares Each Representing a 1/1000th Interest in a Share of 7.00% Series C Fixed-To-Floating Rate Cumulative Redeemable Preferred Stock | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| RPRX Royalty Pharma plc Class A Ordinary Shares | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| META Meta Platforms Inc. Class A Common Stock | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| WELLS FARGO & CO 4.75% SER-Z | Sell | $100K – $250K | Self | Apr 28, 2025 | 32d late filing ↗ |
| NSRGY Nestlé S.A. | Sell | $50K – $100K | Self | Apr 28, 2025 | 32d late filing ↗ |
| NMTRX Municipal Total Return Managed Accounts Portfolio Common Shares | Sell | $50K – $100K | Self | Apr 24, 2025 | 36d late filing ↗ |
| BANK OF AMERICA CORP FXD TO 032026 VAR THRAFTR 6.3000% RATE:BAA2/BBB- 6.300% DUE:2065-04-14 | Sell | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| GOLDMAN SACHS GROUP INC/THE FXD TO 022029 VAR THRAFTR 7.5% RATE:BA1/BB+ 7.500% DUE:2065-04-14 | Sell | $100K – $250K | Self | Apr 14, 2025 | 46d late filing ↗ |
| BG Bunge Global SA | Sell | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| UNP Union Pacific Corporation | Sell | $50K – $100K | Self | Apr 14, 2025 | 46d late filing ↗ |
| UNITED STATES TREASURY BILL | Sell | $1K – $15K | Self | Apr 14, 2025 | 46d late filing ↗ |
| UNITED STATES TREASURY BILL | Sell | $1K – $15K | Self | Apr 9, 2025 | 51d late filing ↗ |
| WELLS FARGO & COM 4.25% SER-DD VPF20250408094013390625 | Sell | $100K – $250K | Self | Apr 8, 2025 | 52d late filing ↗ |
| UL Unilever PLC Common Stock | Sell | $1K – $15K | Self | Apr 8, 2025 | 52d late filing ↗ |
| DANOY Danone S.A. | Sell | $1K – $15K | Self | Apr 8, 2025 | 52d late filing ↗ |
| UNITED STATES TREASURY BILL | Sell | $15K – $50K | Self | Apr 3, 2025 | 57d late filing ↗ |
| UNITED STATES TREASURY BILL | Sell | $1K – $15K | Self | Mar 26, 2025 | 65d late filing ↗ |
| VEA Vanguard Developed Markets Index Fund ETF Shares | Sell | $1K – $15K | Self | Mar 26, 2025 | 65d late filing ↗ |
Asset holdings
Nominee 278 (02/21/2025) · filed Feb 21, 2025| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 190 | $58.3M |
| Employment assets | 38 | $22.8M |
| Spouse's assets | 9 | $186.5K |
All positions
235 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Ellis George LLP (previously known as Ellis George Cipollone O'Brien LLP and Ellis George Cipollone O'Brien Annaguey LLP), contingency fee cases | Employment assets | Self | $5M – $25M | — |
| Residential Real Estate, Nantucket, MA | Other assets | — | $5M – $25M | Rent or Royalties · $50K – $100K |
| MS Mortgage Securities Trust I | Employment assets | Self | $1M – $5M | — |
| (dfus) Dimensional US EQ MKT ETF | Other assets | — | $1M – $5M | $15K – $50K |
| Schwab US Broad Market ETF | Other assets | — | $1M – $5M | $15K – $50K |
| Dfa Intl Core Equity PTF Inst | Other assets | — | $1M – $5M | $50K – $100K |
| Dfa US Core Equity 2 Inst | Other assets | — | $1M – $5M | $15K – $50K |
| Msif Global Franchise Inst | Other assets | — | $1M – $5M | $5K – $15K |
| First Eagle Global I | Other assets | — | $1M – $5M | $15K – $50K |
| Vanguard Real Estate ETF | Employment assets | Self | $500K – $1M | — |
| Berkshire Hathaway CL-B New | Other assets | — | $500K – $1M | — |
| Ishares Gold Trust | Other assets | — | $500K – $1M | — |
| Ishares Core S&P U.S. Growth | Other assets | — | $500K – $1M | $2.5K – $5K |
| Vanguard TTL STK MKT ETF | Other assets | — | $500K – $1M | $5K – $15K |
| Vanguard Ftse Emerging Markets | Other assets | — | $500K – $1M | $15K – $50K |
| GQG Partners Emrg MKTS EQ Ins | Other assets | — | $500K – $1M | $5K – $15K |
| Nuveen Muni Tot Ret MNGD Accts | Other assets | — | $500K – $1M | $15K – $50K |
| W S MLP & Energy Infra Inst | Other assets | — | $500K – $1M | $15K – $50K |
| North Haven Net REIT - Class S | Other assets | — | $500K – $1M | $15K – $50K |
| Dimensional US EQ MKT ETF | Other assets | — | $500K – $1M | $5K – $15K |
| SPDR S&P 500 ETF Trust | Other assets | — | $500K – $1M | $5K – $15K |
| SPDR S&P 500 ETF Trust | Other assets | — | $500K – $1M | $5K – $15K |
| Casdin Partners, L.P. | Other assets | — | $500K – $1M | — |
| Ishares JP Morgan EM Bond ETF | Employment assets | Self | $250K – $500K | — |
| Finisterre EM MKT Tot Ret BD I | Employment assets | Self | $250K – $500K | — |
| Portfolio for Education Today | Other assets | — | $250K – $500K | — |
| Enbridge Inc Cum Pref SHS SR1 | Other assets | — | $250K – $500K | Dividends · $15K – $50K |
| Equitable HLDGS Inc 5.25% DPRP | Other assets | — | $250K – $500K | Dividends · $5K – $15K |
| Mastercard Inc CL A | Other assets | — | $250K – $500K | Dividends · $1K – $2.5K |
| Visa Inc CL A | Other assets | — | $250K – $500K | Dividends · $1K – $2.5K |
| Wabtec Corp | Other assets | — | $250K – $500K | Dividends · $1K – $2.5K |
| Schwab US Large-cap ETF | Other assets | — | $250K – $500K | $2.5K – $5K |
| SPDR S&P 500 ETF Trust | Other assets | — | $250K – $500K | $2.5K – $5K |
| Government National MTG Assn Pool MA9016 | Other assets | — | $250K – $500K | Interest · $15K – $50K |
| Dfa US Core Equity 2 Inst | Other assets | — | $250K – $500K | $2.5K – $5K |
| Dfa GLB Alloc 60/40 PTF Inst | Other assets | — | $250K – $500K | $5K – $15K |
| United States Treasury Bill | Other assets | — | $250K – $500K | — |
| Dimensional US EQ MKT ETF | Other assets | — | $250K – $500K | $2.5K – $5K |
| Schwab US Broad Market ETF | Other assets | — | $250K – $500K | $2.5K – $5K |
| Schwab US Large-cap ETF | Other assets | — | $250K – $500K | $2.5K – $5K |
| Dfa GLB Alloc 60/40 PTF Inst | Other assets | — | $250K – $500K | $5K – $15K |
| United States Treasury Bill | Other assets | — | $250K – $500K | — |
| U.S. bank account (cash) × 2 | Other assets | — | $350K est. | — |
| Agnc Invt Corp S-C 10.6739% | Employment assets | Self | $100K – $250K | — |
| Royalty Pharma PLC SHS Class A | Employment assets | Self | $100K – $250K | — |
| Janus Henderson Aaa Clo ETF | Employment assets | Self | $100K – $250K | — |
| Janus Henderson Mortg Backed | Employment assets | Self | $100K – $250K | — |
| Vanguard Short-term Treasury | Employment assets | Self | $100K – $250K | — |
| Blackstone Mortgage Trust Inc | Employment assets | Self | $100K – $250K | — |
| BLACKSTONE PRIVATE CREDIT (Bond) | Employment assets | Self | $100K – $250K | — |
| CVS HEALTH CORP (bond) | Employment assets | Self | $100K – $250K | — |
| ORACLE CORP (bond) | Employment assets | Self | $100K – $250K | — |
| ROYALTY PHARMA PLC (bond) | Employment assets | Self | $100K – $250K | — |
| United States Treasury Bill | Employment assets | Self | $100K – $250K | — |
| Principal SPC PRF&CP Sec Inc I | Employment assets | Self | $100K – $250K | — |
| Vanguard Short-term Corporate | Employment assets | Self | $100K – $250K | — |
| Vanguard Real Estate ETF | Employment assets | Self | $100K – $250K | — |
| MS Mortgage Securities Trust I | Employment assets | Self | $100K – $250K | — |
| Principal SPC PRF&CP Sec Inc I | Employment assets | Self | $100K – $250K | — |
| Athene Holding LTD 6.35% SR A | Other assets | — | $100K – $250K | Dividends · $15K – $50K |
| Blackstone Inc | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Microsoft Corp | Other assets | — | $100K – $250K | Dividends · $1K – $2.5K |
| Wells Fargo & Com 4.25% Ser-dd | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| Ishares Msci Eafe ETF | Other assets | — | $100K – $250K | $2.5K – $5K |
| SPDR Gold TR Gold SHS | Other assets | — | $100K – $250K | — |
| Schwab Intl Equity ETF | Other assets | — | $100K – $250K | $2.5K – $5K |
| AMERICAN EXPRESS CO FXD TO 092026 VAR THRAFTR 3.5500% (DIV) (bond) | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| Bank Of America Corp FXD To 032026 Var Thraftr 6.3000% DIV | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| Edison International FXD To 032027 Var Thraftr 5.0000% DIV | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| ENTERPRISE PRODS OPERATING LLCFXD TO 082027 VAR THFTR 5.25% (bond) | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Goldman Sachs Group INC/THE FXD To 022029 Var Thraftr 7.5% DIV | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| Jpmorgan Chase & Co FXD To 112022 Var Thraftr 7.4126% DIV | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| United States Treasury Bill | Other assets | — | $100K – $250K | — |
| Blackstone Real Estate Partners X (RE Premier BREP X | Other assets | — | $100K – $250K | — |
| PE Pre Oaktree Specialty Situation Fund III | Other assets | — | $100K – $250K | — |
| Premier TPG GP Solutions Fund | Other assets | — | $100K – $250K | — |
| Fortress Credit Opportunities Fund VI | Other assets | — | $100K – $250K | — |
| Wells Fargo & Co 4.75% SER-Z | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| Dfa Intl Core Equity PTF Inst | Other assets | — | $100K – $250K | $5K – $15K |
| Dfa Inter Term Muni Bond Inst | Other assets | — | $100K – $250K | $2.5K – $5K |
| Wells Fargo & Co 4.75% SER-Z | Other assets | — | $100K – $250K | Dividends · $5K – $15K |
| Janus Henderson Aaa Clo ETF | Other assets | — | $100K – $250K | $5K – $15K |
| Dfa Intl Core Equity PTF Inst | Other assets | — | $100K – $250K | $5K – $15K |
| Spouse U.S. bank account (cash) × 2 | Other assets | — | $107.5K est. | — |
| U.S. brokerage firm (cash) | Employment assets | Self | $50K – $100K | — |
| DELTA AIR LINES INC / SKYMILESIP LTD REGS (bond) | Employment assets | Self | $50K – $100K | — |
| EQT CORP (bond) | Employment assets | Self | $50K – $100K | — |
| OCCIDENTAL PETROLEUM CORP (bond) | Employment assets | Self | $50K – $100K | — |
| GOVERNMENT NATIONAL MTG ASSN POOL MA9964 (bond) | Employment assets | Self | $50K – $100K | — |
| Portfolio for Education Today | Other assets | — | $50K – $100K | — |
| Mutual of New York Whole Life Insurance Policy | Other assets | — | $50K – $100K | — |
| U.S. financial institution (cash) | Other assets | — | $50K – $100K | — |
| Bunge Global SA | Other assets | — | $50K – $100K | Dividends · $2.5K – $5K |
| British Amer Tob Spon ADR | Other assets | — | $50K – $100K | Dividends · $2.5K – $5K |
| Compagnie Fin Richemontag ADR | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Imperial Oil LTD Com New | Other assets | — | $50K – $100K | Capital Gains Dividends · $1K – $2.5K |
| Prosus N V Sponsored ADR | Other assets | — | $50K – $100K | — |
| Shell PLC ADR | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Taiwan SMCNDCTR MFG Co LTD ADR | Other assets | — | $50K – $100K | Capital Gains Dividends · $5K – $15K |
| Union Pacific Corp | Other assets | — | $50K – $100K | Dividends · $1K – $2.5K |
| Vanguard S&P 500 ETF | Other assets | — | $50K – $100K | $201 – $1K |
| HARTFORD CNTY CONN MET DIST bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| KNOXVILLE TENN WTR RE OID bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| MARYLAND ST GENL OBLIG bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| MARYLAND ST TRANSN AUTH TRANSNFACS PRJS REV bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| New York St Dorm Auth St Pers Income Tax Bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Prince Georges CNTY MD Genl | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| University MD SYS Auxiliary Fac & Tuition Rev REF-C Bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Washington Subn San Dist MD Bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| PE Premr Oaktree Opportunities Fund Xii | Other assets | — | $50K – $100K | — |
| Meta Platforms Inc CL A | Other assets | — | $50K – $100K | Dividends · $201 – $1K |
| Janus Henderson Aaa Clo ETF | Other assets | — | $50K – $100K | $2.5K – $5K |
| Dfa Emerg MKTS Core EQ Inst | Other assets | — | $50K – $100K | $1K – $2.5K |
| Dfa Select Hedged GL FXD Inc I | Other assets | — | $50K – $100K | $2.5K – $5K |
| Builders Firstsource Inc Bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Collier International Partners LP Fund IX . | Other assets | — | $50K – $100K | — |
| Amazon Com Inc | Other assets | — | $50K – $100K | — |
| Vanguard S&P 500 ETF | Other assets | — | $50K – $100K | $201 – $1K |
| Dfa Emerg MKTS Core EQ Inst | Other assets | — | $50K – $100K | $2.5K – $5K |
| Ally Financial Inc FXD To 052026 Var Thraftr 4.7000% DIV | Other assets | — | $50K – $100K | Dividends · $2.5K – $5K |
| Builders Firstsource Inc Regs | Other assets | — | $50K – $100K | Dividends · $2.5K – $5K |
| Spouse U.S. Financial Institution account # 0 (cash) | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Blackstone Mortgage Trust Inc | Employment assets | Self | $15K – $50K | — |
| Alerian MLP ETF | Employment assets | Self | $15K – $50K | — |
| Pimco Dynamic Income FD SHS | Employment assets | Self | $15K – $50K | — |
| Ishares Barclays 1-3 YR TSY BD | Spouse's assets | Spouse | $15K – $50K | — |
| Vanguard Short-term Corporate | Spouse's assets | Spouse | $15K – $50K | — |
| Vanguard Real Estate ETF | Spouse's assets | Spouse | $15K – $50K | — |
| MS Mortgage Securities Trust I | Spouse's assets | Spouse | $15K – $50K | — |
| Principal SPC PRF&CP Sec Inc I | Spouse's assets | Spouse | $15K – $50K | — |
| Bae SYS PLC Spon ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Berkeley Group HLDGS PLC ADR | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Bangkok BK PLC | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Comp Cervec Unidas SA Spon ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Danone Sponsored ADR | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Diamondback Energy Inc | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Fanuc Corporation Unsp ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Fomento Economico Mexicano | Other assets | — | $15K – $50K | Capital Gains Dividends · $2.5K – $5K |
| Fuchs SE ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Barrick Gold Corp | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Henkel AG & Co Kgaa | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Haleon PLC ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Hongkong Land HLDGS LTD ADR | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Jardine Matheson HLDGS LTD ADR | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Komatsu LTD Spon ADR New | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Legrand SA | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Lloyds Banking Group PLC | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Mitsubishi Electric ADR | Other assets | — | $15K – $50K | Capital Gains Dividends · $1K – $2.5K |
| MS&AD Ins Group HLDGS ADR | Other assets | — | $15K – $50K | Capital Gains Dividends · $5K – $15K |
| Newmont Corporation | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Nihon Kohden Corp Unspon ADR | Other assets | — | $15K – $50K | — |
| Nestle Spon ADR Rep Reg SHR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Nutrien LTD | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Orkla ADR A SHS | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Philip Morris Intl Inc | Other assets | — | $15K – $50K | Capital Gains Dividends · $2.5K – $5K |
| Power Corp Canada LTD | Other assets | — | $15K – $50K | Capital Gains Dividends · $1K – $2.5K |
| Reckitt Benckiser PLC SPNS ADR | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| SMC Corp Japan Sponsored ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Shimano Inc ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Sompo Holdings Inc ADR | Other assets | — | $15K – $50K | Capital Gains Dividends · $1K – $2.5K |
| Sanofi ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Secom LTD ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Suzuki MTR Corp ADR | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Unilever PLC (new) Ads | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Wheaton Precious Metals Corp | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Willis Towers Watson PLC LTD | Other assets | — | $15K – $50K | Capital Gains Dividends · $2.5K – $5K |
| SPDR Bloomberg 1-3 Month T-B | Other assets | — | $15K – $50K | $201 – $1K |
| Vanguard Intl Equity Index FD | Other assets | — | $15K – $50K | $201 – $1K |
| Anne Arundel CNTY MD Bond | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| Charlotte-mecklenberg Hosp | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| FREDERICK CNTY MD PUB FAC GENLOBLIG REF-B Bond | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| HARFORD CNTY MD (Bond) | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| HOWARD CNTY MD CONS PUB IMPT PROJ GENL OBLIG SER-A bond | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| HUNTSVILLE ALA PUB BLDG AUTH LEASE REV bond | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| Montgomery CNTY MD Cons Pub | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| New Hampshire St Bond | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| North Carolina TPK Auth Monroeexpwy SYS Bond | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Prince Georges CNTY MD CTFS Partn Suitland Pub Rev Bond | Other assets | — | $15K – $50K | Interest · $201 – $1K |
| Salt Riv Proj Agric Impt & Pwrdist Ariz Bond | Other assets | — | $15K – $50K | Interest · $1K – $2.5K |
| Wabtec Corp | Other assets | — | $15K – $50K | — |
| Nestle Spon ADR Rep Reg SHR | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Ally Financial Inc FXD To 052026 Var Thraftr 4.7000% DIV | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| Becton Dickinson & Co | Other assets | — | $15K – $50K | Dividends · $201 – $1K |
| Diageo PLC Spon ADR New | Other assets | — | $15K – $50K | Dividends · $1K – $2.5K |
| North Haven Cap Partners VIII | Other assets | — | $15K – $50K | — |
| MS Mortgage Securities Trust I | Other assets | — | $15K – $50K | — |
| American Funds IS 2030 Target Date Fund | Employment assets | Self | $1K – $15K | — |
| U.S. financial institution (cash) | Spouse's assets | Spouse | $1K – $15K | — |
| Alerian MLP ETF | Spouse's assets | Spouse | $1K – $15K | — |
| Pimco Dynamic Income FD SHS | Spouse's assets | Spouse | $1K – $15K | — |
| Ambev S A Sponsored ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Adidas AG | Other assets | — | $1K – $15K | — |
| Brenntag SE ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Diageo PLC Spon ADR New | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Heineken NV SPN ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Itau Unibanco Multiple ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| LVMH Moet Hennessy Louis Vuitt | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Merck Kgaa SPD ADR | Other assets | — | $1K – $15K | Dividends |
| Pernod Ricard SA ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Sodexo | Other assets | — | $1K – $15K | Capital Gains Dividends · $1K – $2.5K |
| SGS SA ADR | Other assets | — | $1K – $15K | Capital Gains Dividends · $1K – $2.5K |
| Svenska Handelsbanken AB ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| Uol GRP LTD Spons ADR | Other assets | — | $1K – $15K | Dividends · $201 – $1K |
| METROPOLITAN GOVT NASHVILLE & DAVIDSON C bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| North Tex TWY Auth Rev REF-A Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| University MD SYS Auxiliary Fac & Tuit Rev REF-A Bond | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| U.S. financial institution (cash) | Other assets | — | $1K – $15K | — |
| U.S. financial institution (cash) | Other assets | — | $1K – $15K | — |
| Alerian MLP Eft | Other assets | — | $1K – $15K | — |
| Pimco Dynamic Income FD SHS | Other assets | — | $1K – $15K | — |
| Vanguard Short-term Corporate | Other assets | — | $1K – $15K | — |
| Ishares Barclays 1-3 YR TSY BD | Other assets | — | $1K – $15K | — |
| Vanguard Real Estate ETF | Other assets | — | $1K – $15K | — |
| Principal SPC PRF&CP Sec Inc I | Other assets | — | $1K – $15K | — |
| American International Group AIG | Other assets | — | Under $1K | Capital Gains · $15K – $50K |
| Citizens Financial Group (bond) | Other assets | — | Under $1K | Capital Gains Interest · $5K – $15K |
| Energy Transfer LP (bond) | Other assets | — | Under $1K | Capital Gains · $15K – $50K |
| Ellis George LLP (previously known as Ellis George Cipollone O'Brien LLP and Ellis George Cipollone O'Brien Annaguey LLP) (law firm) | Employment assets | Self | — | Salary · $242.5K |
| Kirkland & Ellis LLP Defined Benefit Retirement Benefit (value not readily ascertainable) | Employment assets | Self | — | retirement benefit (annual) · $378.3K |
| Camara Nacional de la Industria del Hierro y el Acero (CANACERO) - March 21, 2024 | Employment assets | Self | — | Honorarium · $15K |
| Jefferies International Limited - April 10, 2024 | Employment assets | Self | — | Honorarium · $5K |
| Observatory Group - June 27, 2024 | Employment assets | Self | — | Honorarium · $1.5K |
| Roth IRA | Employment assets | Self | — | — |
| Rollover IRA | Employment assets | Self | — | — |
| Ellis George 401(k) | Employment assets | Self | — | — |
| Spouse IRA | Spouse's assets | Spouse | — | — |
| Maryland 529 (formerly College Savings Plans of Maryland) account for Child 1 | Other assets | — | — | cash distributions · $30.4K |
| Maryland 529 (formerly College Savings Plans of Maryland) account for Child 2 | Other assets | — | — | — |
| Spouse Individual Accounts (accounts #1; #2; #3: & #4) | Other assets | — | — | — |
| Blackstone Real Estate Partners X Onshore Feeder Fund X | Other assets | — | — | — |
| Oaktree Specialty Situations Fund III Onshore Feeder Fund III | Other assets | — | — | — |
| Child 2 Account | Other assets | — | — | — |
| Christopher Landau Family Trust (Florida) | Other assets | — | — | — |
| Christopher Landau Family Trust (Maryland) | Other assets | — | — | — |
| Inherited IRA | Other assets | — | — | Distribution · $3.1K |
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.