Eric S Lander
CODIAK BIOSCIENCES INC × 47 VERASTEM INC × 4 ALPHABET INC × 4 UNITEDHEALTH GROUP INC × 3 RELAY THERAPEUTICS INC × 3 BANK OF AMERICA CORP × 3 view in graph
271trades · $38.5M est.
5%
disclosed on time · 258 late, worst 44d over
$78Mest. assets · Termination
Since nomination
Nominee 278 (02/19/2021) vs TerminationDivested
56 positions · $1.9M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fidelity Freedom 2025 Fund Class K Shares FSNPX | Employment assets | Self | $250K – $500K |
| Fidelity Freedom 2025 K Shares | Employment assets | Self | $100K – $250K |
| Old Westbury Multi-Asset Opportunities | Employment assets | Self | $100K – $250K |
| U.S. brokerage (cash) | Other assets | — | $100K – $250K |
| Texas State bond | Other assets | — | $100K – $250K |
| Hampton Roads VA bond | Other assets | — | $100K – $250K |
| UnitedHealth Group, Inc. UNH | Other assets | — | $100K – $250K |
| Old Westbury Multi-Asset Opportunities Fund | Employment assets | Self | $50K – $100K |
| Third Rock Managers, L.P. | Employment assets | Self | $15K – $50K |
| Old Westbury Multi Asset Opportunities Fund | Spouse's assets | Spouse | $15K – $50K |
| U.S. brokerage (cash) | Other assets | — | $15K – $50K |
| U.S. brokerage (cash) | Other assets | — | $15K – $50K |
| Catalent, Inc. CTLT | Other assets | — | $15K – $50K |
| Aspen Technology, Inc. AZPN | Other assets | — | $15K – $50K |
| Paycom Software, Inc. PAYC | Other assets | — | $15K – $50K |
| Catalent, Inc. CTLT | Other assets | — | $15K – $50K |
| Aspen Technology, Inc. AZPN | Other assets | — | $15K – $50K |
| Paycom Software, Inc. PAYC | Other assets | — | $15K – $50K |
| Match Group, Inc. MTCH | Other assets | — | $15K – $50K |
| Jounce Therapeutics, Inc. (JNCE) pending distribution in-kind via Third Rock Ventures (Common Stock) | Employment assets | Self | $1K – $15K |
Held at termination
302 positions · $73.5M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Old Westbury Large Cap Strategies Fund OWLSX | Other assets | — | $5M – $25M | $5M – $25M |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Other assets | — | $1M – $5M | $5M – $25M |
| Old Westbury All Cap Core Fund OWACX | Other assets | — | $250K – $500K | $5M – $25M |
| Old Westbury Credit Income Fund OWCIX | Other assets | — | $1M – $5M | $1M – $5M |
| Old Westbury Large Cap Strategies | Employment assets | Self | $500K – $1M | $1M – $5M |
| Old Westbury Large Cap Strategies Fund OWLSX | Other assets | — | $5M – $25M | Over $1M |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Other assets | — | $1M – $5M | Over $1M |
| Old Westbury All Cap Core Fund OWACX | Other assets | — | $250K – $500K | Over $1M |
| CREF Equity Index | Employment assets | Self | $500K – $1M | $500K – $1M |
| Old Westbury Large Cap Strategies Fund | Spouse's assets | Spouse | $500K – $1M | $500K – $1M |
| Old Westbury Credit Income Fund OWCIX | Other assets | — | $500K – $1M | $500K – $1M |
| Old Westbury All Cap Core Fund | Employment assets | Self | $250K – $500K | $500K – $1M |
| CREF Stock | Employment assets | Self | $250K – $500K | $500K – $1M |
| Old Westbury All Cap Core Fund | Spouse's assets | Spouse | $250K – $500K | $500K – $1M |
| Old Westbury Small & Mid Cap Strategies | Employment assets | Self | $250K – $500K | $250K – $500K |
| Old Westbury Large Cap Strategies Fund | Employment assets | Self | $250K – $500K | $250K – $500K |
| CREF Growth | Employment assets | Self | $250K – $500K | $250K – $500K |
| CREF Growth | Employment assets | Self | $250K – $500K | $250K – $500K |
| CREF Stock R3 | Employment assets | Self | $250K – $500K | $250K – $500K |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Spouse's assets | Spouse | $250K – $500K | $250K – $500K |
New positions
23 positions · $4.5M est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Old Westbury Municipal Bond Fund OWMBX | Other assets | — | $1M – $5M |
| American Funds 2020 Target Date Retirement Fund Class R6 Shs RRCTX | Employment assets | Self | $500K – $1M |
| American Funds 2020 Target Date Retirement Fund Class R6 Shs RRCTX | Employment assets | Self | $100K – $250K |
| WA State bond | Other assets | — | $100K – $250K |
| Cambridge MA bond | Other assets | — | $100K – $250K |
| MA State bond | Other assets | — | $50K – $100K |
| Fall River MA bond | Other assets | — | $50K – $100K |
| Fall River MA bond | Other assets | — | $50K – $100K |
| U.S. bank account (checking) | Other assets | — | $15K – $50K |
| Jounce Therapeutics, Inc. (JNCE) distribution in-kind via Third Rock Ventures (Common Stock) | Employment assets | Self | Under $1K |
| Zoetis, Inc. ZTS | Other assets | — | Under $1K |
| Aptiv PLC APTV | Other assets | — | Under $1K |
| Aptiv PLC APTV | Other assets | — | Under $1K |
| HEICO Corporation HEI | Other assets | — | Under $1K |
| HEICO Corporation HEI | Other assets | — | Under $1K |
| Jones Lang LaSalle, Inc. JLL | Other assets | — | Under $1K |
| Jones Lang LaSalle, Inc. JLL | Other assets | — | Under $1K |
| JPMorgan Chase & Co. JPM | Other assets | — | Under $1K |
| JPMorgan Chase & Co. JPM | Other assets | — | Under $1K |
| Nurix Therapeutics Inc. NRIX | Other assets | — | Under $1K |
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
latest 100 of 271| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| STONEHAM MA 5.000% 01/15/2033 | Buy | $100K – $250K | Self | Jan 27, 2022 | filing ↗ |
| HAMPTON ROADS VA SANTN 0.030% 08/01/2046 | Sell | $50K – $100K | Self | Jan 13, 2022 | 8d late filing ↗ |
| LEWIS CNTY SD #302 WA GO 5.000% 12/01/2023 | Sell | $50K – $100K | Self | Jan 7, 2022 | 14d late filing ↗ |
| CINCINNATI OH WTR SYS REV 5.000% 12/01/2023 | Sell | $100K – $250K | Self | Jan 7, 2022 | 14d late filing ↗ |
| Massachusetts St 5.000% 11/01/2023 | Buy | $100K – $250K | Self | Nov 17, 2021 | filing ↗ |
| New Castle Cnty DE 5.000% 10/01/2032 | Buy | $100K – $250K | Self | Oct 14, 2021 | filing ↗ |
| Harvard Univ (MA DFA) 5.000% 10/15/2027 | Sell | $250K – $500K | Self | Oct 8, 2021 | filing ↗ |
| Seattle WA go ser A 5.000% 11/01/2021 | Sell | $100K – $250K | Self | Oct 5, 2021 | filing ↗ |
| Maryland St go ref-ser B 5.000% 08/01/2022 | Sell | $15K – $50K | Self | Oct 5, 2021 | filing ↗ |
| Houston TX utility sys Rev 0.050% 05/15/2034 | Sell | $100K – $250K | Self | Oct 1, 2021 | filing ↗ |
| TEXAS ST GO VET SER D WKLY 0.040% 06/01/2045 | Sell | $100K – $250K | Self | Aug 16, 2021 | filing ↗ |
| INFINITY PHARMACEUTICALS | Sell | $250K – $500K | Self | Aug 12, 2021 | filing ↗ |
| INFINITY PHARMACEUTICALS | Sell | $15K – $50K | Self | Aug 10, 2021 | filing ↗ |
| BIONTECH SE ADR | Sell | $500K – $1M | Self | Aug 5, 2021 | filing ↗ |
| EXACT SCIENCES CORP | Sell | $1K – $15K | Self | Jul 30, 2021 | filing ↗ |
| CODIAK BIOSCIENCES INC (option exercise) | Sell | $250K – $500K | Self | Jul 28, 2021 | filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 20, 2021 | 4d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $250K – $500K | Self | Jul 19, 2021 | 5d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 16, 2021 | 8d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jul 16, 2021 | 8d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $15K – $50K | Self | Jul 15, 2021 | 9d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $1K – $15K | Self | Jul 15, 2021 | 9d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 14, 2021 | 10d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 14, 2021 | 10d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $1M – $5M | Self | Jul 14, 2021 | 10d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $15K – $50K | Self | Jul 13, 2021 | 11d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jul 12, 2021 | 12d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 12, 2021 | 12d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 9, 2021 | 15d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $15K – $50K | Self | Jul 9, 2021 | 15d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jul 8, 2021 | 16d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 8, 2021 | 16d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jul 8, 2021 | 16d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $1K – $15K | Self | Jul 7, 2021 | 17d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jul 7, 2021 | 17d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $1K – $15K | Self | Jul 7, 2021 | 17d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jul 6, 2021 | 18d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $250K – $500K | Self | Jul 6, 2021 | 18d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $250K – $500K | Self | Jul 2, 2021 | 22d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 1, 2021 | 23d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jul 1, 2021 | 23d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 30, 2021 | 24d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 30, 2021 | 24d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 30, 2021 | 24d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 29, 2021 | 25d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 29, 2021 | 25d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jun 29, 2021 | 25d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jun 28, 2021 | 26d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 28, 2021 | 26d late filing ↗ |
| JOUNCE THERAPEUTICS INC | Sell | $15K – $50K | Self | Jun 25, 2021 | 29d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $1M – $5M | Self | Jun 25, 2021 | 29d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $250K – $500K | Self | Jun 25, 2021 | 29d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $250K – $500K | Self | Jun 24, 2021 | 30d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 24, 2021 | 30d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 23, 2021 | 31d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 23, 2021 | 31d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $15K – $50K | Self | Jun 23, 2021 | 31d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 22, 2021 | 32d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $15K – $50K | Self | Jun 22, 2021 | 32d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 22, 2021 | 32d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jun 21, 2021 | 33d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $50K – $100K | Self | Jun 21, 2021 | 33d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $250K – $500K | Self | Jun 18, 2021 | 36d late filing ↗ |
| CODIAK BIOSCIENCES INC | Sell | $100K – $250K | Self | Jun 17, 2021 | 37d late filing ↗ |
| NURIX THERAPEUTICS INC | Sell | $50K – $100K | Self | Jun 16, 2021 | 38d late filing ↗ |
| JOUNCE THERAPEUTICS INC | Sell | $15K – $50K | Self | Jun 16, 2021 | 38d late filing ↗ |
| TENCENT HOLDINGS LTD | Sell | $50K – $100K | Self | Jun 15, 2021 | 39d late filing ↗ |
| TENCENT HOLDINGS LTD | Sell | $50K – $100K | Self | Jun 15, 2021 | 39d late filing ↗ |
| BIONTECH SE ADR | Sell | $1M – $5M | Self | Jun 14, 2021 | 40d late filing ↗ |
| VERASTEM INC | Sell | $250K – $500K | Self | Jun 14, 2021 | 40d late filing ↗ |
| ASML HOLDING | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| LVMH MOET HENNESSY VUITTON | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| RENTOKIL INITIAL PLC | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| NICE LTD ADR | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| SEA LTD ADR | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| STERIS PLC | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| APTIV PLC | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| SAFRAN SA | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| DOLLARAMA INC | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| WEX INC | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| VISA INC | Sell | $100K – $250K | Self | Jun 11, 2021 | 43d late filing ↗ |
| UNION PACIFIC CORP | Sell | $100K – $250K | Self | Jun 11, 2021 | 43d late filing ↗ |
| UNITEDHEALTH GROUP INC | Sell | $100K – $250K | Self | Jun 11, 2021 | 43d late filing ↗ |
| THERMO FISHER SCIENTIFIC | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| TEXAS INSTRUMENTS INC | Sell | $100K – $250K | Self | Jun 11, 2021 | 43d late filing ↗ |
| TELEFLEX INC | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| SMITH A O CORP | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| SYNOPSYS INC | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| SCHWAB CHARLES CORP NEW | Sell | $100K – $250K | Self | Jun 11, 2021 | 43d late filing ↗ |
| ROSS STORES INC | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| PIONEER NATURAL RESOURCES | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| PEPSICO INC | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
| NIKE INC CL B | Sell | $100K – $250K | Self | Jun 11, 2021 | 43d late filing ↗ |
| NASDAQ INC. | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| MSCI INC | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| MICROSOFT CORP | Sell | $250K – $500K | Self | Jun 11, 2021 | 43d late filing ↗ |
| S&P GLOBAL INC. | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| LAB CORP OF AMER HLDGS NEW | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| JONES LANG LASALLE INC COM | Sell | $15K – $50K | Self | Jun 11, 2021 | 43d late filing ↗ |
| JPMORGAN CHASE & CO | Sell | $50K – $100K | Self | Jun 11, 2021 | 43d late filing ↗ |
Asset holdings
Termination · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 290 | $66.6M |
| Employment assets | 47 | $9.4M |
| Spouse's assets | 6 | $2.1M |
Largest positions
top 100 by reported value, of 343| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Other assets | — | $5M – $25M | $100K – $1M |
| Old Westbury All Cap Core Fund OWACX | Other assets | — | $5M – $25M | $100K – $1M |
| Old Westbury Large Cap Strategies Fund OWLSX | Other assets | — | $5M – $25M | $1M – $5M |
| Old Westbury Large Cap Strategies | Employment assets | Self | $1M – $5M | — |
| Old Westbury Credit Income Fund OWCIX | Other assets | — | $1M – $5M | $15K – $50K |
| Old Westbury Municipal Bond Fund OWMBX | Other assets | — | $1M – $5M | $50K – $100K |
| Old Westbury Large Cap Strategies Fund OWLSX | Other assets | — | Over $1M | $100K – $1M |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Other assets | — | Over $1M | $100K – $1M |
| Old Westbury All Cap Core Fund OWACX | Other assets | — | Over $1M | $100K – $1M |
| American Funds 2020 Target Date Retirement Fund Class R6 Shs RRCTX | Employment assets | Self | $500K – $1M | — |
| Old Westbury All Cap Core Fund | Employment assets | Self | $500K – $1M | — |
| CREF Stock | Employment assets | Self | $500K – $1M | — |
| CREF Equity Index | Employment assets | Self | $500K – $1M | — |
| Old Westbury Large Cap Strategies Fund | Spouse's assets | Spouse | $500K – $1M | — |
| Old Westbury All Cap Core Fund | Spouse's assets | Spouse | $500K – $1M | — |
| Old Westbury Credit Income Fund OWCIX | Other assets | — | $500K – $1M | $15K – $50K |
| Old Westbury Small & Mid Cap Strategies | Employment assets | Self | $250K – $500K | — |
| Old Westbury Large Cap Strategies Fund | Employment assets | Self | $250K – $500K | — |
| Old Westbury All Cap Core Fund | Employment assets | Self | $250K – $500K | — |
| CREF Growth | Employment assets | Self | $250K – $500K | — |
| CREF Growth | Employment assets | Self | $250K – $500K | — |
| CREF Stock R3 | Employment assets | Self | $250K – $500K | — |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Spouse's assets | Spouse | $250K – $500K | — |
| MA State bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| FL State Educ bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| Honolulu HI City and County bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| WA State bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| Charlotte NC bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| Univ of Texas bond | Other assets | — | $250K – $500K | — |
| Fall River MA bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| American Funds 2020 Target Date Retirement Fund Class R6 Shs RRCTX | Employment assets | Self | $100K – $250K | — |
| Vanguard Institutional Target Retirement 2020 Fund Institutional Class Shares VITWX | Employment assets | Self | $100K – $250K | — |
| Old Westbury Small & Mid Cap Strategies Fund | Employment assets | Self | $100K – $250K | — |
| TIAA Traditional | Employment assets | Self | $100K – $250K | — |
| TIAA Traditional | Employment assets | Self | $100K – $250K | — |
| Old Westbury Fixed Income Fund | Spouse's assets | Spouse | $100K – $250K | — |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA state bond | Other assets | — | $100K – $250K | Interest · $1K – $2.5K |
| MA state bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Shakopee, MN bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Anne Arundel County MD bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Orange County NC bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| Spokane County SD bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Garland TX bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| VA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Springfield MA bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Anderson County SC bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Univ of MA bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MD State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Maine State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MD State bond | Other assets | — | $100K – $250K | Capital Gains Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Spring Branch TX bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Boston MA bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Cincinnati OH bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| Kershaw County SC bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Spokane County SD bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Fort Bend TX bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Tarrant County TX bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Springfield MA bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Whatcom County SD bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| San Antonio TX bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Boston MA bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Cambridge MA bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| MA State bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| Fall River MA bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| WA State bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| US Treasury Notes | Other assets | — | $100K – $250K | Capital Gains Interest · $5K – $15K |
| Hampton Roads VA bond | Other assets | — | $100K – $250K | — |
| Old Westbury Fixed Income Fund | Employment assets | Self | $50K – $100K | — |
| Old Westbury Fixed Income Fund | Employment assets | Self | $50K – $100K | — |
| New York NY bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Travis County TX bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Clint TX bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Cleveland OH bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Dayton TX bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Center Grove IN bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Manor TX bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Prosper TX bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Fall River MA bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Univ of TX bond | Other assets | — | $50K – $100K | — |
| MA State bond | Other assets | — | $50K – $100K | — |
| New York NY bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Lewis County SD bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Travis County TX bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Clint TX bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Cleveland OH bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Dayton TX bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Center Grove IN bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Manor TX bond | Other assets | — | $50K – $100K | Interest · $2.5K – $5K |
| Prosper TX bond | Other assets | — | $50K – $100K | Interest · $1K – $2.5K |
| Fall River MA bond | Other assets | — | $50K – $100K | Interest · $2.5K – $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.