pac.money
Eric S Lander

Eric S Lander

EXEC Former Director · Office of Science and Technology Policy

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 Termination

Divested

56 positions · $1.9M est.
AssetAccountOwner 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
Larimar Therapeutics Inc LRMR Other assets — $1K – $15K
5TH Ave Real Assets 3 T1 Other assets — $1K – $15K
Axalta Coating Systems Ltd. AXTA Other assets — $1K – $15K
BG Medicine Inc BGMD Other assets — Under $1K
Revolution Medicines Inc RVMD Other assets — Under $1K
Voyager Therapeutics, Inc. VYGR Other assets — Under $1K
Vontier Inc Other assets — Under $1K
Activision Blizzard, Inc. ATVI Other assets — Under $1K
The Walt Disney Co. DIS Other assets — Under $1K
Discover Financial Services DFS Other assets — Under $1K
CoreLogic, Inc. CLGX Other assets — Under $1K
Health Care Select Sector SPDR Fund XLV Other assets — Under $1K
Booking Holdings Inc. BKNG Other assets — Under $1K
salesforce.com, inc. CRM Other assets — Under $1K
Waste Management, Inc. WM Other assets — Under $1K
Allegion Plc ALLE Other assets — Under $1K
US Treasury Note Other assets — Under $1K
Grand Valley MI Bond Other assets — Under $1K
MyoKardia, Inc. MYOK Other assets — Under $1K
KAR Auction Services, Inc. KAR Other assets — Under $1K
Vontier Group VNT Other assets — Under $1K
Activision Blizzard, Inc. ATVI Other assets — Under $1K
The Walt Disney Co. DIS Other assets — Under $1K
Discover Financial Services DFS Other assets — Under $1K
CoreLogic, Inc. CLGX Other assets — Under $1K
Health Care Select Sector SPDR Fund XLV Other assets — Under $1K
Booking Holdings Inc. BKNG Other assets — Under $1K
salesforce.com, inc. CRM Other assets — Under $1K
Waste Management, Inc. WM Other assets — Under $1K
Allegion Plc ALLE Other assets — Under $1K
KAR Auction Services, Inc. KAR Other assets — Under $1K
Vontier Group VNT Other assets — Under $1K
Activision Blizzard, Inc. ATVI Other assets — Under $1K
IDEX Corp. IEX Other assets — Under $1K
Tencent Holdings LTD TCEHY Other assets — Under $1K
Allergan Plc AGN Other assets — Under $1K

Held at termination

302 positions · $73.5M est.
AssetAccountOwner 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
Univ of Texas bond Other assets — $250K – $500K $250K – $500K
MA State bond Other assets — $250K – $500K $250K – $500K
FL State Educ bond Other assets — $250K – $500K $250K – $500K
Honolulu HI City and County bond Other assets — $250K – $500K $250K – $500K
MA State bond Other assets — $250K – $500K $250K – $500K
WA State bond Other assets — $250K – $500K $250K – $500K
Charlotte NC bond Other assets — $250K – $500K $250K – $500K
Fall River MA bond Other assets — $50K – $100K $250K – $500K
Old Westbury All Cap Core Fund Employment assets Self Under $1K $250K – $500K
US Treasury Notes Other assets — $500K – $1M $100K – $250K
VA State bond Other assets — $250K – $500K $100K – $250K
Springfield MA bond Other assets — $250K – $500K $100K – $250K
Anderson County SC bond Other assets — $250K – $500K $100K – $250K
Univ of MA bond Other assets — $250K – $500K $100K – $250K
MD State bond Other assets — $250K – $500K $100K – $250K
Fort Bend TX bond Other assets — $250K – $500K $100K – $250K
Vanguard Institutional Target Retirement 2020 Fund Institutional Class Shares VITWX Employment assets Self $100K – $250K $100K – $250K
Old Westbury Small & Mid Cap Strategies Fund Employment assets Self $100K – $250K $100K – $250K
TIAA Traditional Employment assets Self $100K – $250K $100K – $250K
TIAA Traditional Employment assets Self $100K – $250K $100K – $250K
Old Westbury Fixed Income Fund Spouse's assets Spouse $100K – $250K $100K – $250K
Hampton Roads VA bond Other assets — $100K – $250K $100K – $250K
Boston MA bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
Boston MA bond Other assets — $100K – $250K $100K – $250K
MA state bond Other assets — $100K – $250K $100K – $250K
MA state bond Other assets — $100K – $250K $100K – $250K
Shakopee, MN bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
Anne Arundel County MD bond Other assets — $100K – $250K $100K – $250K
Orange County NC bond Other assets — $100K – $250K $100K – $250K
Spokane County SD bond Other assets — $100K – $250K $100K – $250K
Garland TX bond Other assets — $100K – $250K $100K – $250K
Maine State bond Other assets — $100K – $250K $100K – $250K
MD State bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
Spring Branch TX bond Other assets — $100K – $250K $100K – $250K
Cincinnati OH bond Other assets — $100K – $250K $100K – $250K
Kershaw County SC bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
Spokane County SD bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
Tarrant County TX bond Other assets — $100K – $250K $100K – $250K
Springfield MA bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
Whatcom County SD bond Other assets — $100K – $250K $100K – $250K
San Antonio TX bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $100K – $250K $100K – $250K
MA State bond Other assets — $50K – $100K $100K – $250K
Fall River MA bond Other assets — $50K – $100K $100K – $250K
U.S. brokerage (cash) Other assets — $250K – $500K $50K – $100K
Old Westbury Fixed Income Fund Employment assets Self $100K – $250K $50K – $100K
Old Westbury Fixed Income Fund Employment assets Self $50K – $100K $50K – $100K
New York NY bond Other assets — $50K – $100K $50K – $100K
Lewis County SD bond Other assets — $50K – $100K $50K – $100K
Travis County TX bond Other assets — $50K – $100K $50K – $100K
Clint TX bond Other assets — $50K – $100K $50K – $100K
Cleveland OH bond Other assets — $50K – $100K $50K – $100K
Dayton TX bond Other assets — $50K – $100K $50K – $100K
Center Grove IN bond Other assets — $50K – $100K $50K – $100K
Manor TX bond Other assets — $50K – $100K $50K – $100K
Prosper TX bond Other assets — $50K – $100K $50K – $100K
Univ of TX bond Other assets — $50K – $100K $50K – $100K
New York NY bond Other assets — $50K – $100K $50K – $100K
Travis County TX bond Other assets — $50K – $100K $50K – $100K
Clint TX bond Other assets — $50K – $100K $50K – $100K
Cleveland OH bond Other assets — $50K – $100K $50K – $100K
Dayton TX bond Other assets — $50K – $100K $50K – $100K
Center Grove IN bond Other assets — $50K – $100K $50K – $100K
Manor TX bond Other assets — $50K – $100K $50K – $100K
Prosper TX bond Other assets — $50K – $100K $50K – $100K
U.S. brokerage (cash) Other assets — $250K – $500K $15K – $50K
Old Westbury Credit Income Fund Employment assets Self $15K – $50K $15K – $50K
Old Westbury Credit Income Fund Employment assets Self $15K – $50K $15K – $50K
CREF Bond Market Employment assets Self $15K – $50K $15K – $50K
Old Westbury Credit Income Fund Spouse's assets Spouse $15K – $50K $15K – $50K
Codiak Biosciences (CDAK) common stock Employment assets Self $5M – $25M Under $1K
Third Rock Ventures GP III, LP Employment assets Self $1M – $5M Under $1K
BioNTech SE (BNTX). Formerly restricted shares of Neon Therapeutics (NTGN). Employment assets Self $500K – $1M Under $1K
Third Rock Ventures GP IV, LP Employment assets Self $500K – $1M Under $1K
Third Rock Managers II, LP Employment assets Self $250K – $500K Under $1K
Texas State Transportation bond Other assets — $250K – $500K Under $1K
Harvard Univ MA bond Other assets — $250K – $500K Under $1K
UnitedHealth Group, Inc. UNH Other assets — $250K – $500K Under $1K
Apple, Inc. AAPL Other assets — $250K – $500K Under $1K
Microsoft Corp. MSFT Other assets — $250K – $500K Under $1K
SAGE Therapeutics, Inc. SAGE Other assets — $250K – $500K Under $1K
Verastem, Inc. VSTM Other assets — $250K – $500K Under $1K
Microsoft Corp. MSFT Other assets — $250K – $500K Under $1K
Cincinnati, OH Water bond Other assets — $100K – $250K Under $1K
US Treasury Notes Other assets — $100K – $250K Under $1K
Seattle WA bond Other assets — $100K – $250K Under $1K
MA State Transportation bond Other assets — $100K – $250K Under $1K
Scituate MA bond Other assets — $100K – $250K Under $1K
Boston MA bond Other assets — $100K – $250K Under $1K
Charter Communications, Inc. CHTR Other assets — $100K – $250K Under $1K
Amazon.com, Inc. AMZN Other assets — $100K – $250K Under $1K
Nike Inc CL B NKE Other assets — $100K – $250K Under $1K
Bank of America Corp. BAC Other assets — $100K – $250K Under $1K
IQVIA Holdings, Inc. IQV Other assets — $100K – $250K Under $1K
Union Pacific Corp. UNP Other assets — $100K – $250K Under $1K
Fidelity Natl Info SVCS FIS Other assets — $100K – $250K Under $1K
Texas Instruments Incorporated TXN Other assets — $100K – $250K Under $1K
Visa, Inc. V Other assets — $100K – $250K Under $1K
Marriott International, Inc. MAR Other assets — $100K – $250K Under $1K
Texas Roadhouse, Inc. TXRH Other assets — $100K – $250K Under $1K
Estee Lauder Cos. EL Other assets — $100K – $250K Under $1K
CME Group, Inc. CME Other assets — $100K – $250K Under $1K
Abbott Laboratories ABT Other assets — $100K – $250K Under $1K
Blueprint Medicines Corporation BPMC Other assets — $100K – $250K Under $1K
Boston Scientific Corp. BSX Other assets — $100K – $250K Under $1K
Global Blood Therapeutics, Inc. GBT Other assets — $100K – $250K Under $1K
Charles River Laboratories International, Inc. CRL Other assets — $100K – $250K Under $1K
Infinity Pharmaceuticals, Inc. INFI Other assets — $100K – $250K Under $1K
Eli Lilly & Co. LLY Other assets — $100K – $250K Under $1K
UnitedHealth Group, Inc. UNH Other assets — $100K – $250K Under $1K
Rhythm Pharmaceuticals, Inc. RYTM Other assets — $100K – $250K Under $1K
Boeing Co BA Other assets — $100K – $250K Under $1K
VeriSign, Inc. VRSN Other assets — $100K – $250K Under $1K
Amazon.com, Inc. AMZN Other assets — $100K – $250K Under $1K
Alphabet, Inc. GOOG Other assets — $100K – $250K Under $1K
Charter Communications, Inc. CHTR Other assets — $100K – $250K Under $1K
NIKE, Inc. NKE Other assets — $100K – $250K Under $1K
Bank of America Corp. BAC Other assets — $100K – $250K Under $1K
IQVIA Holdings, Inc. IQV Other assets — $100K – $250K Under $1K
Union Pacific Corp. UNP Other assets — $100K – $250K Under $1K
Apple, Inc. AAPL Other assets — $100K – $250K Under $1K
Texas Instruments Incorporated TXN Other assets — $100K – $250K Under $1K
Visa, Inc. V Other assets — $100K – $250K Under $1K
Constellation Pharmaceuticals, Inc. (CNST) distributed in-kind via Third Rock Ventures (Common Stock) Employment assets Self $50K – $100K Under $1K
Third Rock Ventures GP V, LP Employment assets Self $50K – $100K Under $1K
Lewis County, SD bond Other assets — $50K – $100K Under $1K
Hilton Worldwide Holdings, Inc. HLT Other assets — $50K – $100K Under $1K
Ross Stores, Inc. ROST Other assets — $50K – $100K Under $1K
PepsiCo, Inc. PEP Other assets — $50K – $100K Under $1K
ConocoPhillips COP Other assets — $50K – $100K Under $1K
Chubb Limited CB Other assets — $50K – $100K Under $1K
BlackRock, Inc. BLK Other assets — $50K – $100K Under $1K
Blackstone Group Inc BX Other assets — $50K – $100K Under $1K
Citigroup, Inc. C Other assets — $50K – $100K Under $1K
Schwab Charles Corp New SCHW Other assets — $50K – $100K Under $1K
Danaher Corp. DHR Other assets — $50K – $100K Under $1K
Thermo Fisher Scientific, Inc. TMO Other assets — $50K – $100K Under $1K
Zoetis, Inc. ZTS Other assets — $50K – $100K Under $1K
Cintas Corp. CTAS Other assets — $50K – $100K Under $1K
Fortive Corp. FTV Other assets — $50K – $100K Under $1K
Adobe, Inc. ADBE Other assets — $50K – $100K Under $1K
Amphenol Corporation APH Other assets — $50K – $100K Under $1K
ServiceNow, Inc. NOW Other assets — $50K – $100K Under $1K
Air Products & Chemicals APD Other assets — $50K – $100K Under $1K
American Tower Corporation (REIT) AMT Other assets — $50K – $100K Under $1K
Tencent Holdings LTD TCEHY Other assets — $50K – $100K Under $1K
Sea LTD ADR SE Other assets — $50K – $100K Under $1K
LVMH Moet Hennessy Vuitton LVMUY Other assets — $50K – $100K Under $1K
Safran SA SAFRF Other assets — $50K – $100K Under $1K
Burlington Stores, Inc. BURL Other assets — $50K – $100K Under $1K
The Cooper Cos., Inc. COO Other assets — $50K – $100K Under $1K
Teleflex, Inc. TFX Other assets — $50K – $100K Under $1K
IAA, Inc. IAA Other assets — $50K – $100K Under $1K
Synopsys, Inc. SNPS Other assets — $50K – $100K Under $1K
WEX, Inc. WEX Other assets — $50K – $100K Under $1K
Acceleron Pharma Inc Com XLRN Other assets — $50K – $100K Under $1K
Moody's Corp. MCO Other assets — $50K – $100K Under $1K
Biogen Inc. BIIB Other assets — $50K – $100K Under $1K
Constellation Pharmaceuticals, Inc. CNST Other assets — $50K – $100K Under $1K
Johnson & Johnson JNJ Other assets — $50K – $100K Under $1K
Curtiss-Wright Corp. CW Other assets — $50K – $100K Under $1K
Hilton Worldwide Holdings, Inc. HLT Other assets — $50K – $100K Under $1K
Ross Stores, Inc. ROST Other assets — $50K – $100K Under $1K
PepsiCo, Inc. PEP Other assets — $50K – $100K Under $1K
ConocoPhillips COP Other assets — $50K – $100K Under $1K
BlackRock, Inc. BLK Other assets — $50K – $100K Under $1K
Blackstone Group BX Other assets — $50K – $100K Under $1K
Citigroup, Inc. C Other assets — $50K – $100K Under $1K
Danaher Corp. DHR Other assets — $50K – $100K Under $1K
Thermo Fisher Scientific, Inc. TMO Other assets — $50K – $100K Under $1K
Cintas Corp. CTAS Other assets — $50K – $100K Under $1K
Fortive Corp. FTV Other assets — $50K – $100K Under $1K
Adobe, Inc. ADBE Other assets — $50K – $100K Under $1K
Amphenol Corporation APH Other assets — $50K – $100K Under $1K
Fidelity National Information Services, Inc. FIS Other assets — $50K – $100K Under $1K
ServiceNow, Inc. NOW Other assets — $50K – $100K Under $1K
Air Products and Chemicals, Inc. APD Other assets — $50K – $100K Under $1K
American Tower Corporation (REIT) AMT Other assets — $50K – $100K Under $1K
Sea Ltd SE Other assets — $50K – $100K Under $1K
LVMH Moet Hennessy Vuitton Other assets — $50K – $100K Under $1K
Safran SA Other assets — $50K – $100K Under $1K
The Cooper Cos., Inc. COO Other assets — $50K – $100K Under $1K
The Home Depot, Inc. HD Other assets — $15K – $50K Under $1K
Pioneer Natural Resources Co. PXD Other assets — $15K – $50K Under $1K
Aon Plc AON Other assets — $15K – $50K Under $1K
S&P Global, Inc. SPGI Other assets — $15K – $50K Under $1K
Ameren Corp. AEE Other assets — $15K – $50K Under $1K
American Water Works Co., Inc. AWK Other assets — $15K – $50K Under $1K
AT&T Inc T Other assets — $15K – $50K Under $1K
Walgreens Boots Alliance, Inc. WBA Other assets — $15K – $50K Under $1K
Exxon Mobil Corp. XOM Other assets — $15K – $50K Under $1K
Asml Holding ASMLF Other assets — $15K – $50K Under $1K
Match Group, Inc. MTCH Other assets — $15K – $50K Under $1K
Dollarama Inc DLMAF Other assets — $15K – $50K Under $1K
Advance Auto Parts, Inc. AAP Other assets — $15K – $50K Under $1K
Wyndham Hotels & Resorts WH Other assets — $15K – $50K Under $1K
US Foods Holding Corp. USFD Other assets — $15K – $50K Under $1K
Nasdaq, Inc. NDAQ Other assets — $15K – $50K Under $1K
STERIS Plc (Ireland) STE Other assets — $15K – $50K Under $1K
Lab Corp Of Amer HLDGS New LH Other assets — $15K – $50K Under $1K
Rentokil Initial PLC RKLIF Other assets — $15K – $50K Under $1K
Dover Corp. DOV Other assets — $15K – $50K Under $1K
Equifax, Inc. EFX Other assets — $15K – $50K Under $1K
IDEX Corp. IEX Other assets — $15K – $50K Under $1K
L3 Harris Technologies Inc LHX Other assets — $15K – $50K Under $1K
A. O. Smith Corporation AOS Other assets — $15K – $50K Under $1K
Verisk Analytics Inc-cl A VRSK Other assets — $15K – $50K Under $1K
Nice LTD ADR NICE Other assets — $15K – $50K Under $1K
ANSYS, Inc. ANSS Other assets — $15K – $50K Under $1K
CDW CORP/DE CDW Other assets — $15K – $50K Under $1K
CMC Materials Inc CCMP Other assets — $15K – $50K Under $1K
SS&C Technologies Holdings, Inc. SSNC Other assets — $15K – $50K Under $1K
AptarGroup, Inc. ATR Other assets — $15K – $50K Under $1K
Agios Pharmaceuticals, Inc. AGIO Other assets — $15K – $50K Under $1K
bluebird bio, Inc. BLUE Other assets — $15K – $50K Under $1K
AbbVie, Inc. ABBV Other assets — $15K – $50K Under $1K
CytomX Therapeutics, Inc. CTMX Other assets — $15K – $50K Under $1K
Henry Schein, Inc. HSIC Other assets — $15K – $50K Under $1K
ACCO Brands Corp. ACCO Other assets — $15K – $50K Under $1K
Juniper Networks, Inc. JNPR Other assets — $15K – $50K Under $1K
Oracle Corp. ORCL Other assets — $15K – $50K Under $1K
The Home Depot, Inc. HD Other assets — $15K – $50K Under $1K
Pioneer Natural Resources Co. PXD Other assets — $15K – $50K Under $1K
Chubb Ltd. CB Other assets — $15K – $50K Under $1K
Aon Plc AON Other assets — $15K – $50K Under $1K
Sempra Energy SRE Other assets — $15K – $50K Under $1K
S&P Global, Inc. SPGI Other assets — $15K – $50K Under $1K
The Charles Schwab Corp. SCHW Other assets — $15K – $50K Under $1K
Ameren Corp. AEE Other assets — $15K – $50K Under $1K
American Water Works Co., Inc. AWK Other assets — $15K – $50K Under $1K
ASML Holding Other assets — $15K – $50K Under $1K
Match Group, Inc. MTCH Other assets — $15K – $50K Under $1K
Dollarama Inc Other assets — $15K – $50K Under $1K
Advance Auto Parts, Inc. AAP Other assets — $15K – $50K Under $1K
Burlington Stores, Inc. BURL Other assets — $15K – $50K Under $1K
Wyndham Hotels & Resorts, Inc. WH Other assets — $15K – $50K Under $1K
US Foods Holding Corp. USFD Other assets — $15K – $50K Under $1K
Nasdaq, Inc. NDAQ Other assets — $15K – $50K Under $1K
STERIS Plc (Ireland) STE Other assets — $15K – $50K Under $1K
Laboratory Corp. of America Holdings LH Other assets — $15K – $50K Under $1K
Teleflex, Inc. TFX Other assets — $15K – $50K Under $1K
Rentokil Initial PLC Other assets — $15K – $50K Under $1K
Dover Corp. DOV Other assets — $15K – $50K Under $1K
Equifax, Inc. EFX Other assets — $15K – $50K Under $1K
IAA, Inc. IAA Other assets — $15K – $50K Under $1K
L3 Harris Technologies Inc Other assets — $15K – $50K Under $1K
A. O. Smith Corporation AOS Other assets — $15K – $50K Under $1K
Verisk Analytics, Inc. VRSK Other assets — $15K – $50K Under $1K
Nice LTD ADR Other assets — $15K – $50K Under $1K
ANSYS, Inc. ANSS Other assets — $15K – $50K Under $1K
CDW Corp. CDW Other assets — $15K – $50K Under $1K
CMC Materials Inc CCMP Other assets — $15K – $50K Under $1K
SS&C Technologies Holdings, Inc. SSNC Other assets — $15K – $50K Under $1K
Synopsys, Inc. SNPS Other assets — $15K – $50K Under $1K
WEX, Inc. WEX Other assets — $15K – $50K Under $1K
AptarGroup, Inc. ATR Other assets — $15K – $50K Under $1K
Revolution Medicines Inc (RVMD) distributed in-kind via Third Rock Ventures (Common Stock) Employment assets Self $1K – $15K Under $1K
National Oilwell Varco, Inc. NOV Other assets — $1K – $15K Under $1K
Covetrus, Inc. CVET Other assets — $1K – $15K Under $1K
Kala Pharmaceuticals, Inc. KALA Other assets — $1K – $15K Under $1K
Corteva, Inc. CTVA Other assets — $1K – $15K Under $1K
Dow, Inc. DOW Other assets — $1K – $15K Under $1K
DuPont de Nemours, Inc. DD Other assets — $1K – $15K Under $1K
Alibaba Group Holdings LTD BABA Other assets — Under $1K Under $1K
West Pharmaceutical SVC WST Other assets — Under $1K Under $1K
Alibaba Group Holdings BABA Other assets — Under $1K Under $1K
West Pharmaceutical Services, Inc. WST Other assets — Under $1K Under $1K
IDEX Corp. IEX Other assets — Under $1K Under $1K
MSCI, Inc. MSCI Other assets — Under $1K Under $1K
MSCI, Inc. MSCI Other assets — Under $1K Under $1K
Tencent Holdings LTD TCEHY Other assets — Under $1K Under $1K
Alphabet, Inc. GOOG Other assets — $250K – $500K Under $1K
Meta Platforms Inc. FB Other assets — $100K – $250K Under $1K
Meta Platforms, Inc. FB Other assets — $100K – $250K Under $1K

New positions

23 positions · $4.5M est.
AssetAccountOwner 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
Relay Therapeutics Inc. RLAY Other assets — Under $1K
SPDR S&P 500 ETF Trust SPY Other assets — Under $1K
SPDR S&P 500 ETF Trust SPY 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

AssetType AmountOwner 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 ↗
HOME DEPOT Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
L3 HARRIS TECHNOLOGIES INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
EQUIFAX INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
DOVER CORP Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
DANAHER CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
COOPER COS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CONOCOPHILLIPS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CITIGROUP INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CINTAS CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
BLACKSTONE INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
BANK OF AMERICA CORP Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
ASPEN TECHNOLOGY Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
APPLE INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
APTARGROUP INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
ANSYS INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
AMPHENOL CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
AMAZON.COM INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
AMEREN CORP Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
ADVANCE AUTO PARTS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
AIR PRODUCTS & CHEMICALS Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
ADOBE INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CMC MATERIALS INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
MATCH GROUP INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
AON PLC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
IAA INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
WYNDHAM HOTELS & RESORTS Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
FORTIVE CO Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
US FOODS HOLDING CORP Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
CHARTER COMMUNICATIONS INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
SQUARE INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
CATALENT INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
PAYPAL HOLDINGS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
PAYCOM SOFTWARE INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
HILTON WORLDWIDE HOLDINGS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CDW CORP/DE Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
SS&C TECHNOLOGIES HOLDINGS Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
BURLINGTON STORES INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
ALPHABET INC Sell $250K – $500K Self Jun 11, 2021 43d late filing ↗
IQVIA HOLDINGS INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
SERVICENOW INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
ZOETIS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
HEICO CORPORATION Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
FACEBOOK INC-A Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
AMERICAN TOWER CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
AMERICAN WATER WORKS CO Sell $15K – $50K Self Jun 11, 2021 43d 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 $100K – $250K 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 $100K – $250K 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 $50K – $100K Self Jun 11, 2021 43d late filing ↗
MICROSOFT CORP Sell $250K – $500K Self Jun 11, 2021 43d late filing ↗
S&P GLOBAL INC. Sell $50K – $100K 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 ↗
HOME DEPOT Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
L3 HARRIS TECHNOLOGIES INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
EQUIFAX INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
DOVER CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
DANAHER CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
COOPER COS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CONOCOPHILLIPS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CITIGROUP INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CINTAS CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
BLACKSTONE INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
BANK OF AMERICA CORP Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
ASPEN TECHNOLOGY Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
APPLE INC Sell $250K – $500K Self Jun 11, 2021 43d late filing ↗
APTARGROUP INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
ANSYS INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
AMPHENOL CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
AMAZON.COM INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
AMEREN CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
ADVANCE AUTO PARTS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
AIR PRODUCTS & CHEMICALS Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
ADOBE INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CMC MATERIALS INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
MATCH GROUP INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
AON PLC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
IAA INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
WYNDHAM HOTELS & RESORTS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
FORTIVE CO Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
US FOODS HOLDING CORP Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CHARTER COMMUNICATIONS INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
SQUARE INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
CATALENT INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
PAYPAL HOLDINGS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
PAYCOM SOFTWARE INC Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
HILTON WORLDWIDE HOLDINGS Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
CDW CORP/DE Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
SS&C TECHNOLOGIES HOLDINGS Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
BURLINGTON STORES INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
ALPHABET INC Sell $250K – $500K Self Jun 11, 2021 43d late filing ↗
IQVIA HOLDINGS INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
SERVICENOW INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
ZOETIS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
HEICO CORPORATION Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
FACEBOOK INC-A Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
AMERICAN TOWER CORP Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
AMERICAN WATER WORKS CO Sell $15K – $50K Self Jun 11, 2021 43d late filing ↗
RELAY THERAPEUTICS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
RELAY THERAPEUTICS INC Sell $50K – $100K Self Jun 11, 2021 43d late filing ↗
VERASTEM INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
VERASTEM INC Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
SAGE THERAPEUTICS Sell $100K – $250K Self Jun 11, 2021 43d late filing ↗
VERISIGN INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
UNITEDHEALTH GROUP INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
TEXAS ROADHOUSE INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
SEMPRA COM Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
ORACLE CORP Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
MOODYS CORP Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
MARRIOTT INTL INC NEW CL A Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
LILLY ELI & CO Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
JUNIPER NETWORKS Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
JOHNSON & JOHNSON Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
HENRY SCHEIN INC Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
ALPHABET INC Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
EXXON MOBIL CORP Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
ESTEE LAUDER COS INC CL A Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
CURTISS WRIGHT CORP Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
CME GROUP INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
CHARLES RIVER LABS Sell $250K – $500K Self Jun 10, 2021 44d late filing ↗
BOSTON SCIENTIFIC CORP Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
BOEING COMPANY Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
BIOGEN INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
BANK OF AMERICA CORP Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
AT&T INC Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
ACCO BRANDS CORP Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
ABBOTT LABORATORIES Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
NOV INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
CORTEVA INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
DOW INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
COVETRUS INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
DUPONT DE NEMOURS INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
WALGREENS BOOTS ALLIANCE Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
ALPHABET INC Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
ABBVIE INC Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
RELAY THERAPEUTICS INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
LARIMAR THERAPEUTICS INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
REVOLUTION MEDICINES INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
CONSTELLATION PHARMACEUTIC Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
KALA PHARMACEUTICALS INC Sell $1K – $15K Self Jun 10, 2021 44d late filing ↗
RHYTHM PHARMACEUTICALS INC Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
CYTOMX THERAPEUTICS INC Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
GLOBAL BLOOD THERAPEUTICS Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
BLUEPRINT MEDICINES CORP Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
AGIOS PHARMACEUTICALS INC Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗
VERASTEM INC Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
SAGE THERAPEUTICS Sell $100K – $250K Self Jun 10, 2021 44d late filing ↗
ACCELERON PHARMA INC COM Sell $50K – $100K Self Jun 10, 2021 44d late filing ↗
BLUEBIRD BIO INC Sell $15K – $50K Self Jun 10, 2021 44d late filing ↗

Asset holdings

Termination · filed —
Account or sectionPositionsEst. value
Other assets 290 $66.6M
Employment assets 47 $9.4M
Spouse's assets 6 $2.1M

All positions

343 positions
AssetAccount OwnerValueIncome
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
U.S. brokerage (cash) Other assets — $50K – $100K —
Old Westbury Credit Income Fund Employment assets Self $15K – $50K —
Old Westbury Credit Income Fund Employment assets Self $15K – $50K —
CREF Bond Market Employment assets Self $15K – $50K —
Old Westbury Credit Income Fund Spouse's assets Spouse $15K – $50K —
U.S. brokerage (cash) Other assets — $15K – $50K —
U.S. bank account (checking) Other assets — $15K – $50K —
Codiak Biosciences (CDAK) common stock Employment assets Self Under $1K Capital Gains · Over $5M
BioNTech SE (BNTX). Formerly restricted shares of Neon Therapeutics (NTGN). Employment assets Self Under $1K Capital Gains · $1M – $5M
Constellation Pharmaceuticals, Inc. (CNST) distributed in-kind via Third Rock Ventures (Common Stock) Employment assets Self Under $1K Capital Gains · $50K – $100K
Revolution Medicines Inc (RVMD) distributed in-kind via Third Rock Ventures (Common Stock) Employment assets Self Under $1K Capital Gains · $100K – $1M
Jounce Therapeutics, Inc. (JNCE) distribution in-kind via Third Rock Ventures (Common Stock) Employment assets Self Under $1K Capital Gains · $15K – $50K
Third Rock Ventures GP III, LP Employment assets Self Under $1K Income reported below
Third Rock Managers II, LP Employment assets Self Under $1K Income reported below
Third Rock Ventures GP V, LP Employment assets Self Under $1K Income reported below
Third Rock Ventures GP IV, LP Employment assets Self Under $1K Income reported below
Texas State Transportation bond Other assets — Under $1K Interest · $5K – $15K
Boston MA bond Other assets — Under $1K Interest · $2.5K – $5K
Cincinnati, OH Water bond Other assets — Under $1K Capital Gains Interest · $5K – $15K
Lewis County, SD bond Other assets — Under $1K Capital Gains Interest · $2.5K – $5K
Harvard Univ MA bond Other assets — Under $1K Capital Gains Interest · $5K – $15K
Seattle WA bond Other assets — Under $1K Capital Gains Interest · $5K – $15K
MA State Transportation bond Other assets — Under $1K Interest · $5K – $15K
Scituate MA bond Other assets — Under $1K Interest · $2.5K – $5K
Alphabet, Inc. GOOG Other assets — Under $1K Capital Gains · $100K – $1M
Charter Communications, Inc. CHTR Other assets — Under $1K Capital Gains · $15K – $50K
Meta Platforms Inc. FB Other assets — Under $1K Capital Gains · $100K – $1M
Amazon.com, Inc. AMZN Other assets — Under $1K Capital Gains · $100K – $1M
Hilton Worldwide Holdings, Inc. HLT Other assets — Under $1K Capital Gains · $5K – $15K
The Home Depot, Inc. HD Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Nike Inc CL B NKE Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Ross Stores, Inc. ROST Other assets — Under $1K Capital Gains Dividends · $5K – $15K
PepsiCo, Inc. PEP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
ConocoPhillips COP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Pioneer Natural Resources Co. PXD Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Chubb Limited CB Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Aon Plc AON Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Bank of America Corp. BAC Other assets — Under $1K Capital Gains Dividends · $100K – $1M
BlackRock, Inc. BLK Other assets — Under $1K Capital Gains · $15K – $50K
Blackstone Group Inc BX Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Citigroup, Inc. C Other assets — Under $1K Capital Gains Dividends · $15K – $50K
S&P Global, Inc. SPGI Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Schwab Charles Corp New SCHW Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Danaher Corp. DHR Other assets — Under $1K Capital Gains Dividends · $50K – $100K
IQVIA Holdings, Inc. IQV Other assets — Under $1K Capital Gains · $50K – $100K
Thermo Fisher Scientific, Inc. TMO Other assets — Under $1K Capital Gains Dividends · $50K – $100K
UnitedHealth Group, Inc. UNH Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Zoetis, Inc. ZTS Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Cintas Corp. CTAS Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Fortive Corp. FTV Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Union Pacific Corp. UNP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Adobe, Inc. ADBE Other assets — Under $1K Capital Gains · $15K – $50K
Amphenol Corporation APH Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Apple, Inc. AAPL Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Fidelity Natl Info SVCS FIS Other assets — Under $1K Capital Gains · $15K – $50K
Microsoft Corp. MSFT Other assets — Under $1K Capital Gains Dividends · $100K – $1M
ServiceNow, Inc. NOW Other assets — Under $1K Capital Gains · $15K – $50K
Texas Instruments Incorporated TXN Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Visa, Inc. V Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Air Products & Chemicals APD Other assets — Under $1K Capital Gains Dividends · $15K – $50K
American Tower Corporation (REIT) AMT Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Ameren Corp. AEE Other assets — Under $1K Capital Gains Dividends · $5K – $15K
American Water Works Co., Inc. AWK Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Tencent Holdings LTD TCEHY Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Sea LTD ADR SE Other assets — Under $1K Capital Gains · $50K – $100K
AT&T Inc T Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Marriott International, Inc. MAR Other assets — Under $1K Capital Gains · $100K – $1M
LVMH Moet Hennessy Vuitton LVMUY Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Texas Roadhouse, Inc. TXRH Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Estee Lauder Cos. EL Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Alibaba Group Holdings LTD BABA Other assets — Under $1K Dividends Capital Gains · $15K – $50K
Walgreens Boots Alliance, Inc. WBA Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Safran SA SAFRF Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Exxon Mobil Corp. XOM Other assets — Under $1K Capital Gains Dividends · $15K – $50K
National Oilwell Varco, Inc. NOV Other assets — Under $1K Capital Gains · $5K – $15K
Asml Holding ASMLF Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Match Group, Inc. MTCH Other assets — Under $1K Capital Gains · $5K – $15K
Dollarama Inc DLMAF Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Advance Auto Parts, Inc. AAP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Burlington Stores, Inc. BURL Other assets — Under $1K Capital Gains · $15K – $50K
Wyndham Hotels & Resorts WH Other assets — Under $1K Capital Gains Dividends · $15K – $50K
US Foods Holding Corp. USFD Other assets — Under $1K Capital Gains · $5K – $15K
Nasdaq, Inc. NDAQ Other assets — Under $1K Capital Gains Dividends · $15K – $50K
STERIS Plc (Ireland) STE Other assets — Under $1K Capital Gains Dividends · $15K – $50K
The Cooper Cos., Inc. COO Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Lab Corp Of Amer HLDGS New LH Other assets — Under $1K Capital Gains · $15K – $50K
Teleflex, Inc. TFX Other assets — Under $1K Capital Gains Dividends · $5K – $15K
West Pharmaceutical SVC WST Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Rentokil Initial PLC RKLIF Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Dover Corp. DOV Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Equifax, Inc. EFX Other assets — Under $1K Capital Gains Dividends · $15K – $50K
IAA, Inc. IAA Other assets — Under $1K Capital Gains · $15K – $50K
IDEX Corp. IEX Other assets — Under $1K Capital Gains Dividends · $5K – $15K
L3 Harris Technologies Inc LHX Other assets — Under $1K Capital Gains Dividends · $5K – $15K
A. O. Smith Corporation AOS Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Verisk Analytics Inc-cl A VRSK Other assets — Under $1K Capital Gains · $5K – $15K
Nice LTD ADR NICE Other assets — Under $1K Capital Gains · $5K – $15K
ANSYS, Inc. ANSS Other assets — Under $1K Capital Gains · $15K – $50K
CDW CORP/DE CDW Other assets — Under $1K Capital Gains Dividends · $15K – $50K
CMC Materials Inc CCMP Other assets — Under $1K Capital Gains Dividends · $5K – $15K
SS&C Technologies Holdings, Inc. SSNC Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Synopsys, Inc. SNPS Other assets — Under $1K Capital Gains · $15K – $50K
WEX, Inc. WEX Other assets — Under $1K Capital Gains · $5K – $15K
AptarGroup, Inc. ATR Other assets — Under $1K Capital Gains Dividends · $5K – $15K
CME Group, Inc. CME Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Acceleron Pharma Inc Com XLRN Other assets — Under $1K Capital Gains · $50K – $100K
Agios Pharmaceuticals, Inc. AGIO Other assets — Under $1K Capital Gains · $15K – $50K
Moody's Corp. MCO Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Abbott Laboratories ABT Other assets — Under $1K Capital Gains Dividends · $100K – $1M
bluebird bio, Inc. BLUE Other assets — Under $1K Capital Gains · $15K – $50K
AbbVie, Inc. ABBV Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Blueprint Medicines Corporation BPMC Other assets — Under $1K Capital Gains · $100K – $1M
Biogen Inc. BIIB Other assets — Under $1K Capital Gains · $100K – $1M
Constellation Pharmaceuticals, Inc. CNST Other assets — Under $1K Capital Gains · $50K – $100K
CytomX Therapeutics, Inc. CTMX Other assets — Under $1K Capital Gains · $5K – $15K
Boston Scientific Corp. BSX Other assets — Under $1K Capital Gains · $100K – $1M
Global Blood Therapeutics, Inc. GBT Other assets — Under $1K Capital Gains · $50K – $100K
Charles River Laboratories International, Inc. CRL Other assets — Under $1K Capital Gains · $100K – $1M
Infinity Pharmaceuticals, Inc. INFI Other assets — Under $1K Capital Gains · $100K – $1M
Covetrus, Inc. CVET Other assets — Under $1K Capital Gains · $5K – $15K
Kala Pharmaceuticals, Inc. KALA Other assets — Under $1K Capital Gains · $1K – $2.5K
Henry Schein, Inc. HSIC Other assets — Under $1K Capital Gains · $15K – $50K
Johnson & Johnson JNJ Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Eli Lilly & Co. LLY Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Rhythm Pharmaceuticals, Inc. RYTM Other assets — Under $1K Capital Gains · $50K – $100K
ACCO Brands Corp. ACCO Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Boeing Co BA Other assets — Under $1K Capital Gains · $100K – $1M
Curtiss-Wright Corp. CW Other assets — Under $1K Capital Gains Dividends · $50K – $100K
SAGE Therapeutics, Inc. SAGE Other assets — Under $1K Capital Gains · $100K – $1M
Verastem, Inc. VSTM Other assets — Under $1K Capital Gains · $100K – $1M
Juniper Networks, Inc. JNPR Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Oracle Corp. ORCL Other assets — Under $1K Capital Gains Dividends · $50K – $100K
VeriSign, Inc. VRSN Other assets — Under $1K Capital Gains · $100K – $1M
Amazon.com, Inc. AMZN Other assets — Under $1K Capital Gains · $100K – $1M
Alphabet, Inc. GOOG Other assets — Under $1K Capital Gains · $100K – $1M
Charter Communications, Inc. CHTR Other assets — Under $1K Capital Gains · $15K – $50K
Meta Platforms, Inc. FB Other assets — Under $1K Capital Gains · $50K – $100K
Hilton Worldwide Holdings, Inc. HLT Other assets — Under $1K Capital Gains · $5K – $15K
The Home Depot, Inc. HD Other assets — Under $1K Capital Gains Dividends · $15K – $50K
NIKE, Inc. NKE Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Ross Stores, Inc. ROST Other assets — Under $1K Capital Gains Dividends · $5K – $15K
PepsiCo, Inc. PEP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
ConocoPhillips COP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Pioneer Natural Resources Co. PXD Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Chubb Ltd. CB Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Aon Plc AON Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Bank of America Corp. BAC Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Corteva, Inc. CTVA Other assets — Under $1K Capital Gains Dividends · $2.5K – $5K
Dow, Inc. DOW Other assets — Under $1K Capital Gains Dividends · $5K – $15K
DuPont de Nemours, Inc. DD Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Sempra Energy SRE Other assets — Under $1K Capital Gains Dividends · $15K – $50K
BlackRock, Inc. BLK Other assets — Under $1K Capital Gains · $15K – $50K
Blackstone Group BX Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Citigroup, Inc. C Other assets — Under $1K Capital Gains Dividends · $15K – $50K
S&P Global, Inc. SPGI Other assets — Under $1K Capital Gains Dividends · $15K – $50K
The Charles Schwab Corp. SCHW Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Danaher Corp. DHR Other assets — Under $1K Capital Gains Dividends · $50K – $100K
IQVIA Holdings, Inc. IQV Other assets — Under $1K Capital Gains · $50K – $100K
Thermo Fisher Scientific, Inc. TMO Other assets — Under $1K Capital Gains Dividends · $50K – $100K
UnitedHealth Group, Inc. UNH Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Cintas Corp. CTAS Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Fortive Corp. FTV Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Union Pacific Corp. UNP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Adobe, Inc. ADBE Other assets — Under $1K Capital Gains · $5K – $15K
Amphenol Corporation APH Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Apple, Inc. AAPL Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Fidelity National Information Services, Inc. FIS Other assets — Under $1K Capital Gains · $15K – $50K
Microsoft Corp. MSFT Other assets — Under $1K Capital Gains Dividends · $100K – $1M
ServiceNow, Inc. NOW Other assets — Under $1K Capital Gains · $15K – $50K
Texas Instruments Incorporated TXN Other assets — Under $1K Capital Gains Dividends · $50K – $100K
Visa, Inc. V Other assets — Under $1K Capital Gains Dividends · $100K – $1M
Air Products and Chemicals, Inc. APD Other assets — Under $1K Capital Gains Dividends · $15K – $50K
American Tower Corporation (REIT) AMT Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Ameren Corp. AEE Other assets — Under $1K Capital Gains Dividends · $5K – $15K
American Water Works Co., Inc. AWK Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Sea Ltd SE Other assets — Under $1K Capital Gains · $50K – $100K
LVMH Moet Hennessy Vuitton Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Alibaba Group Holdings BABA Other assets — Under $1K Capital Gains · $15K – $50K
Safran SA Other assets — Under $1K Capital Gains Dividends · $5K – $15K
ASML Holding Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Match Group, Inc. MTCH Other assets — Under $1K Capital Gains · $5K – $15K
Dollarama Inc Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Advance Auto Parts, Inc. AAP Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Burlington Stores, Inc. BURL Other assets — Under $1K Capital Gains · $15K – $50K
Wyndham Hotels & Resorts, Inc. WH Other assets — Under $1K Capital Gains Dividends · $15K – $50K
US Foods Holding Corp. USFD Other assets — Under $1K Capital Gains · $5K – $15K
Nasdaq, Inc. NDAQ Other assets — Under $1K Capital Gains Dividends · $15K – $50K
STERIS Plc (Ireland) STE Other assets — Under $1K Capital Gains Dividends · $15K – $50K
The Cooper Cos., Inc. COO Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Laboratory Corp. of America Holdings LH Other assets — Under $1K Capital Gains · $15K – $50K
Teleflex, Inc. TFX Other assets — Under $1K Capital Gains Dividends · $5K – $15K
West Pharmaceutical Services, Inc. WST Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Rentokil Initial PLC Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Dover Corp. DOV Other assets — Under $1K Capital Gains Dividends · $15K – $50K
Equifax, Inc. EFX Other assets — Under $1K Capital Gains Dividends · $15K – $50K
IAA, Inc. IAA Other assets — Under $1K Capital Gains · $15K – $50K
IDEX Corp. IEX Other assets — Under $1K Dividends Capital Gains · $5K – $15K
L3 Harris Technologies Inc Other assets — Under $1K Capital Gains Dividends · $2.5K – $5K
A. O. Smith Corporation AOS Other assets — Under $1K Capital Gains Dividends · $5K – $15K
Verisk Analytics, Inc. VRSK Other assets — Under $1K Capital Gains · $5K – $15K
Nice LTD ADR Other assets — Under $1K Capital Gains · $5K – $15K
ANSYS, Inc. ANSS Other assets — Under $1K Capital Gains · $15K – $50K
CDW Corp. CDW Other assets — Under $1K Capital Gains Dividends · $15K – $50K
CMC Materials Inc CCMP Other assets — Under $1K Capital Gains Dividends · $5K – $15K
SS&C Technologies Holdings, Inc. SSNC Other assets — Under $1K Capital Gains Dividends · $2.5K – $5K
Synopsys, Inc. SNPS Other assets — Under $1K Capital Gains · $15K – $50K
WEX, Inc. WEX Other assets — Under $1K Capital Gains · $5K – $15K
AptarGroup, Inc. ATR Other assets — Under $1K Capital Gains Dividends · $5K – $15K
MSCI, Inc. MSCI Other assets — Under $1K Capital Gains Dividends · $2.5K – $5K
Tencent Holdings LTD TCEHY Other assets — Under $1K Dividends Capital Gains · $15K – $50K
Aptiv PLC APTV Other assets — Under $1K Capital Gains · $2.5K – $5K
HEICO Corporation HEI Other assets — Under $1K Capital Gains · $1K – $2.5K
Jones Lang LaSalle, Inc. JLL Other assets — Under $1K Capital Gains · $2.5K – $5K
JPMorgan Chase & Co. JPM Other assets — Under $1K Capital Gains · $2.5K – $5K
Nurix Therapeutics Inc. NRIX Other assets — Under $1K Capital Gains · $50K – $100K
Relay Therapeutics Inc. RLAY Other assets — Under $1K Capital Gains · $100K – $1M
SPDR S&P 500 ETF Trust SPY Other assets — Under $1K Capital Gains · $1K – $2.5K
Aptiv PLC APTV Other assets — Under $1K Capital Gains · $2.5K – $5K
HEICO Corporation HEI Other assets — Under $1K Capital Gains · $1K – $2.5K
Jones Lang LaSalle, Inc. JLL Other assets — Under $1K Capital Gains · $2.5K – $5K
JPMorgan Chase & Co. JPM Other assets — Under $1K Capital Gains Dividends · $2.5K – $5K
SPDR S&P 500 ETF Trust SPY Other assets — Under $1K Capital Gains · $1K – $2.5K
Zoetis, Inc. ZTS Other assets — Under $1K Capital Gains Dividends · $50K – $100K
MSCI, Inc. MSCI Other assets — Under $1K Capital Gains Dividends · $2.5K – $5K
US Treasury Notes Other assets — Under $1K Interest · $2.5K – $5K
Broad Institute of MIT and Harvard Employment assets Self — Salary · $125K
The Broad Institute, Inc. 457(b) Plan Employment assets Self — —
Harvard University Tax-deferred Annuity Plan Employment assets Self — —
Broad Institute, Inc. 401k Retirement Plan Employment assets Self — —
SEP IRA Employment assets Self — —
Traditional IRA Employment assets Self — —
Whitehead Institute for Biomedical Research Employment assets Self — —
Whitehead Institute for Biomedical Research 403 B Employment assets Self — —
Retirement Income Plan For Teaching Faculty of Harvard University Employment assets Self — —
F-Prime Capital Employment assets Self — Compensation - advisory board fees · $1.3K
Codiak Biosciences Employment assets Self — Director Fees · $9.8K
Third Rock Ventures GP III, LP Employment assets Self — Cash distributions · $1.4K
Third Rock Ventures GP III, LP Employment assets Self — In-kind distribution (equity) · $741.2K
Third Rock Managers II, LP Employment assets Self — Cash distributions · $187.3K
Third Rock Managers II, LP Employment assets Self — In-kind distribution (equity) · $69.5K
Third Rock Ventures GP V, LP Employment assets Self — Cash distributions · $474
Third Rock Ventures GP IV, LP Employment assets Self — Cash distributions · $3.6K
IRA Spouse's assets Spouse — —

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.