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 |
Other assets
290 positions, as filed · back to all 343| Asset | Value | Income |
|---|---|---|
| Old Westbury Large Cap Strategies Fund OWLSX | Over $1M | $100K – $1M |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | Over $1M | $100K – $1M |
| Old Westbury All Cap Core Fund OWACX | Over $1M | $100K – $1M |
| Old Westbury Credit Income Fund OWCIX | $500K – $1M | $15K – $50K |
| Old Westbury Small & Mid Cap Strategies Fund OWSMX | $5M – $25M | $100K – $1M |
| Old Westbury All Cap Core Fund OWACX | $5M – $25M | $100K – $1M |
| Old Westbury Credit Income Fund OWCIX | $1M – $5M | $15K – $50K |
| Old Westbury Municipal Bond Fund OWMBX | $1M – $5M | $50K – $100K |
| Old Westbury Large Cap Strategies Fund OWLSX | $5M – $25M | $1M – $5M |
| Texas State Transportation bond | Under $1K | Interest · $5K – $15K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Boston MA bond | Under $1K | Interest · $2.5K – $5K |
| MA state bond | $100K – $250K | Interest · $1K – $2.5K |
| MA state bond | $100K – $250K | Interest · $5K – $15K |
| New York NY bond | $50K – $100K | Interest · $2.5K – $5K |
| Cincinnati, OH Water bond | Under $1K | Capital Gains Interest · $5K – $15K |
| Lewis County, SD bond | Under $1K | Capital Gains Interest · $2.5K – $5K |
| MA State bond | $250K – $500K | Interest · $5K – $15K |
| Shakopee, MN bond | $100K – $250K | Interest · $5K – $15K |
| Travis County TX bond | $50K – $100K | Interest · $1K – $2.5K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Clint TX bond | $50K – $100K | Interest · $2.5K – $5K |
| Cleveland OH bond | $50K – $100K | Interest · $2.5K – $5K |
| Dayton TX bond | $50K – $100K | Interest · $2.5K – $5K |
| Anne Arundel County MD bond | $100K – $250K | Interest · $5K – $15K |
| Orange County NC bond | $100K – $250K | Interest · $2.5K – $5K |
| Center Grove IN bond | $50K – $100K | Interest · $1K – $2.5K |
| Manor TX bond | $50K – $100K | Interest · $2.5K – $5K |
| Spokane County SD bond | $100K – $250K | Interest · $5K – $15K |
| Prosper TX bond | $50K – $100K | Interest · $1K – $2.5K |
| Garland TX bond | $100K – $250K | Interest · $5K – $15K |
| Fall River MA bond | $50K – $100K | Interest · $2.5K – $5K |
| VA State bond | $100K – $250K | Interest · $5K – $15K |
| Springfield MA bond | $100K – $250K | Interest · $5K – $15K |
| FL State Educ bond | $250K – $500K | Interest · $5K – $15K |
| Harvard Univ MA bond | Under $1K | Capital Gains Interest · $5K – $15K |
| Anderson County SC bond | $100K – $250K | Interest · $5K – $15K |
| Univ of MA bond | $100K – $250K | Interest · $5K – $15K |
| MD State bond | $100K – $250K | Interest · $5K – $15K |
| Honolulu HI City and County bond | $250K – $500K | Interest · $5K – $15K |
| MA State bond | $250K – $500K | Interest · $5K – $15K |
| Univ of TX bond | $50K – $100K | — |
| MA State bond | $50K – $100K | — |
| Seattle WA bond | Under $1K | Capital Gains Interest · $5K – $15K |
| MA State Transportation bond | Under $1K | Interest · $5K – $15K |
| Maine State bond | $100K – $250K | Interest · $5K – $15K |
| MD State bond | $100K – $250K | Capital Gains Interest · $5K – $15K |
| Scituate MA bond | Under $1K | Interest · $2.5K – $5K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Spring Branch TX bond | $100K – $250K | Interest · $5K – $15K |
| New York NY bond | $50K – $100K | Interest · $2.5K – $5K |
| Boston MA bond | $100K – $250K | Interest · $5K – $15K |
| Cincinnati OH bond | $100K – $250K | Interest · $2.5K – $5K |
| Lewis County SD bond | $50K – $100K | Interest · $1K – $2.5K |
| Kershaw County SC bond | $100K – $250K | Interest · $5K – $15K |
| Travis County TX bond | $50K – $100K | Interest · $1K – $2.5K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Clint TX bond | $50K – $100K | Interest · $2.5K – $5K |
| Cleveland OH bond | $50K – $100K | Interest · $2.5K – $5K |
| Dayton TX bond | $50K – $100K | Interest · $2.5K – $5K |
| Center Grove IN bond | $50K – $100K | Interest · $1K – $2.5K |
| Manor TX bond | $50K – $100K | Interest · $2.5K – $5K |
| Spokane County SD bond | $100K – $250K | Interest · $5K – $15K |
| Prosper TX bond | $50K – $100K | Interest · $1K – $2.5K |
| MA State bond | $100K – $250K | Interest · $2.5K – $5K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Fort Bend TX bond | $100K – $250K | Interest · $5K – $15K |
| Tarrant County TX bond | $100K – $250K | Interest · $5K – $15K |
| Fall River MA bond | $50K – $100K | Interest · $2.5K – $5K |
| WA State bond | $250K – $500K | Interest · $5K – $15K |
| Springfield MA bond | $100K – $250K | Interest · $5K – $15K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Whatcom County SD bond | $100K – $250K | Interest · $5K – $15K |
| Charlotte NC bond | $250K – $500K | Interest · $5K – $15K |
| San Antonio TX bond | $100K – $250K | Interest · $5K – $15K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Alphabet, Inc. GOOG | Under $1K | Capital Gains · $100K – $1M |
| Charter Communications, Inc. CHTR | Under $1K | Capital Gains · $15K – $50K |
| Meta Platforms Inc. FB | Under $1K | Capital Gains · $100K – $1M |
| Amazon.com, Inc. AMZN | Under $1K | Capital Gains · $100K – $1M |
| Hilton Worldwide Holdings, Inc. HLT | Under $1K | Capital Gains · $5K – $15K |
| The Home Depot, Inc. HD | Under $1K | Capital Gains Dividends · $15K – $50K |
| Nike Inc CL B NKE | Under $1K | Capital Gains Dividends · $50K – $100K |
| Ross Stores, Inc. ROST | Under $1K | Capital Gains Dividends · $5K – $15K |
| PepsiCo, Inc. PEP | Under $1K | Capital Gains Dividends · $15K – $50K |
| ConocoPhillips COP | Under $1K | Capital Gains Dividends · $15K – $50K |
| Pioneer Natural Resources Co. PXD | Under $1K | Capital Gains Dividends · $5K – $15K |
| Chubb Limited CB | Under $1K | Capital Gains Dividends · $5K – $15K |
| Aon Plc AON | Under $1K | Capital Gains Dividends · $5K – $15K |
| Bank of America Corp. BAC | Under $1K | Capital Gains Dividends · $100K – $1M |
| BlackRock, Inc. BLK | Under $1K | Capital Gains · $15K – $50K |
| Blackstone Group Inc BX | Under $1K | Capital Gains Dividends · $50K – $100K |
| Citigroup, Inc. C | Under $1K | Capital Gains Dividends · $15K – $50K |
| S&P Global, Inc. SPGI | Under $1K | Capital Gains Dividends · $15K – $50K |
| Schwab Charles Corp New SCHW | Under $1K | Capital Gains Dividends · $15K – $50K |
| Danaher Corp. DHR | Under $1K | Capital Gains Dividends · $50K – $100K |
| IQVIA Holdings, Inc. IQV | Under $1K | Capital Gains · $50K – $100K |
| Thermo Fisher Scientific, Inc. TMO | Under $1K | Capital Gains Dividends · $50K – $100K |
| UnitedHealth Group, Inc. UNH | Under $1K | Capital Gains Dividends · $100K – $1M |
| Zoetis, Inc. ZTS | Under $1K | Capital Gains Dividends · $50K – $100K |
| Cintas Corp. CTAS | Under $1K | Capital Gains Dividends · $15K – $50K |
| Fortive Corp. FTV | Under $1K | Capital Gains Dividends · $5K – $15K |
| Union Pacific Corp. UNP | Under $1K | Capital Gains Dividends · $15K – $50K |
| Adobe, Inc. ADBE | Under $1K | Capital Gains · $15K – $50K |
| Amphenol Corporation APH | Under $1K | Capital Gains Dividends · $15K – $50K |
| Apple, Inc. AAPL | Under $1K | Capital Gains Dividends · $100K – $1M |
| Fidelity Natl Info SVCS FIS | Under $1K | Capital Gains · $15K – $50K |
| Microsoft Corp. MSFT | Under $1K | Capital Gains Dividends · $100K – $1M |
| ServiceNow, Inc. NOW | Under $1K | Capital Gains · $15K – $50K |
| Texas Instruments Incorporated TXN | Under $1K | Capital Gains Dividends · $50K – $100K |
| Visa, Inc. V | Under $1K | Capital Gains Dividends · $100K – $1M |
| Air Products & Chemicals APD | Under $1K | Capital Gains Dividends · $15K – $50K |
| American Tower Corporation (REIT) AMT | Under $1K | Capital Gains Dividends · $15K – $50K |
| Ameren Corp. AEE | Under $1K | Capital Gains Dividends · $5K – $15K |
| American Water Works Co., Inc. AWK | Under $1K | Capital Gains Dividends · $15K – $50K |
| Tencent Holdings LTD TCEHY | Under $1K | Capital Gains Dividends · $15K – $50K |
| Sea LTD ADR SE | Under $1K | Capital Gains · $50K – $100K |
| AT&T Inc T | Under $1K | Capital Gains Dividends · $15K – $50K |
| Marriott International, Inc. MAR | Under $1K | Capital Gains · $100K – $1M |
| LVMH Moet Hennessy Vuitton LVMUY | Under $1K | Capital Gains Dividends · $15K – $50K |
| Texas Roadhouse, Inc. TXRH | Under $1K | Capital Gains Dividends · $100K – $1M |
| Estee Lauder Cos. EL | Under $1K | Capital Gains Dividends · $100K – $1M |
| Alibaba Group Holdings LTD BABA | Under $1K | Dividends Capital Gains · $15K – $50K |
| Walgreens Boots Alliance, Inc. WBA | Under $1K | Capital Gains Dividends · $15K – $50K |
| Safran SA SAFRF | Under $1K | Capital Gains Dividends · $5K – $15K |
| Exxon Mobil Corp. XOM | Under $1K | Capital Gains Dividends · $15K – $50K |
| National Oilwell Varco, Inc. NOV | Under $1K | Capital Gains · $5K – $15K |
| Asml Holding ASMLF | Under $1K | Capital Gains Dividends · $15K – $50K |
| Boston MA bond | $100K – $250K | Interest · $5K – $15K |
| Match Group, Inc. MTCH | Under $1K | Capital Gains · $5K – $15K |
| Dollarama Inc DLMAF | Under $1K | Capital Gains Dividends · $15K – $50K |
| Advance Auto Parts, Inc. AAP | Under $1K | Capital Gains Dividends · $15K – $50K |
| Burlington Stores, Inc. BURL | Under $1K | Capital Gains · $15K – $50K |
| Wyndham Hotels & Resorts WH | Under $1K | Capital Gains Dividends · $15K – $50K |
| US Foods Holding Corp. USFD | Under $1K | Capital Gains · $5K – $15K |
| Nasdaq, Inc. NDAQ | Under $1K | Capital Gains Dividends · $15K – $50K |
| STERIS Plc (Ireland) STE | Under $1K | Capital Gains Dividends · $15K – $50K |
| The Cooper Cos., Inc. COO | Under $1K | Capital Gains Dividends · $15K – $50K |
| Lab Corp Of Amer HLDGS New LH | Under $1K | Capital Gains · $15K – $50K |
| Teleflex, Inc. TFX | Under $1K | Capital Gains Dividends · $5K – $15K |
| West Pharmaceutical SVC WST | Under $1K | Capital Gains Dividends · $5K – $15K |
| Rentokil Initial PLC RKLIF | Under $1K | Capital Gains Dividends · $5K – $15K |
| Dover Corp. DOV | Under $1K | Capital Gains Dividends · $15K – $50K |
| Equifax, Inc. EFX | Under $1K | Capital Gains Dividends · $15K – $50K |
| IAA, Inc. IAA | Under $1K | Capital Gains · $15K – $50K |
| IDEX Corp. IEX | Under $1K | Capital Gains Dividends · $5K – $15K |
| L3 Harris Technologies Inc LHX | Under $1K | Capital Gains Dividends · $5K – $15K |
| A. O. Smith Corporation AOS | Under $1K | Capital Gains Dividends · $5K – $15K |
| Verisk Analytics Inc-cl A VRSK | Under $1K | Capital Gains · $5K – $15K |
| Nice LTD ADR NICE | Under $1K | Capital Gains · $5K – $15K |
| ANSYS, Inc. ANSS | Under $1K | Capital Gains · $15K – $50K |
| CDW CORP/DE CDW | Under $1K | Capital Gains Dividends · $15K – $50K |
| CMC Materials Inc CCMP | Under $1K | Capital Gains Dividends · $5K – $15K |
| SS&C Technologies Holdings, Inc. SSNC | Under $1K | Capital Gains Dividends · $5K – $15K |
| Synopsys, Inc. SNPS | Under $1K | Capital Gains · $15K – $50K |
| WEX, Inc. WEX | Under $1K | Capital Gains · $5K – $15K |
| AptarGroup, Inc. ATR | Under $1K | Capital Gains Dividends · $5K – $15K |
| Univ of Texas bond | $250K – $500K | — |
| U.S. brokerage (cash) | $50K – $100K | — |
| U.S. brokerage (cash) | $15K – $50K | — |
| CME Group, Inc. CME | Under $1K | Capital Gains Dividends · $100K – $1M |
| Acceleron Pharma Inc Com XLRN | Under $1K | Capital Gains · $50K – $100K |
| Agios Pharmaceuticals, Inc. AGIO | Under $1K | Capital Gains · $15K – $50K |
| Moody's Corp. MCO | Under $1K | Capital Gains Dividends · $100K – $1M |
| Abbott Laboratories ABT | Under $1K | Capital Gains Dividends · $100K – $1M |
| bluebird bio, Inc. BLUE | Under $1K | Capital Gains · $15K – $50K |
| AbbVie, Inc. ABBV | Under $1K | Capital Gains Dividends · $5K – $15K |
| Blueprint Medicines Corporation BPMC | Under $1K | Capital Gains · $100K – $1M |
| Biogen Inc. BIIB | Under $1K | Capital Gains · $100K – $1M |
| Constellation Pharmaceuticals, Inc. CNST | Under $1K | Capital Gains · $50K – $100K |
| CytomX Therapeutics, Inc. CTMX | Under $1K | Capital Gains · $5K – $15K |
| Boston Scientific Corp. BSX | Under $1K | Capital Gains · $100K – $1M |
| Global Blood Therapeutics, Inc. GBT | Under $1K | Capital Gains · $50K – $100K |
| Charles River Laboratories International, Inc. CRL | Under $1K | Capital Gains · $100K – $1M |
| Infinity Pharmaceuticals, Inc. INFI | Under $1K | Capital Gains · $100K – $1M |
| Covetrus, Inc. CVET | Under $1K | Capital Gains · $5K – $15K |
| Kala Pharmaceuticals, Inc. KALA | Under $1K | Capital Gains · $1K – $2.5K |
| Henry Schein, Inc. HSIC | Under $1K | Capital Gains · $15K – $50K |
| Johnson & Johnson JNJ | Under $1K | Capital Gains Dividends · $50K – $100K |
| Eli Lilly & Co. LLY | Under $1K | Capital Gains Dividends · $100K – $1M |
| Rhythm Pharmaceuticals, Inc. RYTM | Under $1K | Capital Gains · $50K – $100K |
| ACCO Brands Corp. ACCO | Under $1K | Capital Gains Dividends · $15K – $50K |
| Boeing Co BA | Under $1K | Capital Gains · $100K – $1M |
| Curtiss-Wright Corp. CW | Under $1K | Capital Gains Dividends · $50K – $100K |
| SAGE Therapeutics, Inc. SAGE | Under $1K | Capital Gains · $100K – $1M |
| Verastem, Inc. VSTM | Under $1K | Capital Gains · $100K – $1M |
| Juniper Networks, Inc. JNPR | Under $1K | Capital Gains Dividends · $15K – $50K |
| Oracle Corp. ORCL | Under $1K | Capital Gains Dividends · $50K – $100K |
| VeriSign, Inc. VRSN | Under $1K | Capital Gains · $100K – $1M |
| Amazon.com, Inc. AMZN | Under $1K | Capital Gains · $100K – $1M |
| Alphabet, Inc. GOOG | Under $1K | Capital Gains · $100K – $1M |
| Charter Communications, Inc. CHTR | Under $1K | Capital Gains · $15K – $50K |
| Meta Platforms, Inc. FB | Under $1K | Capital Gains · $50K – $100K |
| Hilton Worldwide Holdings, Inc. HLT | Under $1K | Capital Gains · $5K – $15K |
| The Home Depot, Inc. HD | Under $1K | Capital Gains Dividends · $15K – $50K |
| NIKE, Inc. NKE | Under $1K | Capital Gains Dividends · $50K – $100K |
| Ross Stores, Inc. ROST | Under $1K | Capital Gains Dividends · $5K – $15K |
| PepsiCo, Inc. PEP | Under $1K | Capital Gains Dividends · $15K – $50K |
| ConocoPhillips COP | Under $1K | Capital Gains Dividends · $15K – $50K |
| Pioneer Natural Resources Co. PXD | Under $1K | Capital Gains Dividends · $5K – $15K |
| Chubb Ltd. CB | Under $1K | Capital Gains Dividends · $5K – $15K |
| Aon Plc AON | Under $1K | Capital Gains Dividends · $5K – $15K |
| Bank of America Corp. BAC | Under $1K | Capital Gains Dividends · $15K – $50K |
| Corteva, Inc. CTVA | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| Dow, Inc. DOW | Under $1K | Capital Gains Dividends · $5K – $15K |
| DuPont de Nemours, Inc. DD | Under $1K | Capital Gains Dividends · $5K – $15K |
| Sempra Energy SRE | Under $1K | Capital Gains Dividends · $15K – $50K |
| BlackRock, Inc. BLK | Under $1K | Capital Gains · $15K – $50K |
| Blackstone Group BX | Under $1K | Capital Gains Dividends · $15K – $50K |
| Citigroup, Inc. C | Under $1K | Capital Gains Dividends · $15K – $50K |
| S&P Global, Inc. SPGI | Under $1K | Capital Gains Dividends · $15K – $50K |
| The Charles Schwab Corp. SCHW | Under $1K | Capital Gains Dividends · $15K – $50K |
| Danaher Corp. DHR | Under $1K | Capital Gains Dividends · $50K – $100K |
| IQVIA Holdings, Inc. IQV | Under $1K | Capital Gains · $50K – $100K |
| Thermo Fisher Scientific, Inc. TMO | Under $1K | Capital Gains Dividends · $50K – $100K |
| UnitedHealth Group, Inc. UNH | Under $1K | Capital Gains Dividends · $15K – $50K |
| Cintas Corp. CTAS | Under $1K | Capital Gains Dividends · $15K – $50K |
| Fortive Corp. FTV | Under $1K | Capital Gains Dividends · $5K – $15K |
| Union Pacific Corp. UNP | Under $1K | Capital Gains Dividends · $15K – $50K |
| Adobe, Inc. ADBE | Under $1K | Capital Gains · $5K – $15K |
| Amphenol Corporation APH | Under $1K | Capital Gains Dividends · $15K – $50K |
| Apple, Inc. AAPL | Under $1K | Capital Gains Dividends · $100K – $1M |
| Fidelity National Information Services, Inc. FIS | Under $1K | Capital Gains · $15K – $50K |
| Microsoft Corp. MSFT | Under $1K | Capital Gains Dividends · $100K – $1M |
| ServiceNow, Inc. NOW | Under $1K | Capital Gains · $15K – $50K |
| Texas Instruments Incorporated TXN | Under $1K | Capital Gains Dividends · $50K – $100K |
| Visa, Inc. V | Under $1K | Capital Gains Dividends · $100K – $1M |
| Air Products and Chemicals, Inc. APD | Under $1K | Capital Gains Dividends · $15K – $50K |
| American Tower Corporation (REIT) AMT | Under $1K | Capital Gains Dividends · $15K – $50K |
| Ameren Corp. AEE | Under $1K | Capital Gains Dividends · $5K – $15K |
| American Water Works Co., Inc. AWK | Under $1K | Capital Gains Dividends · $15K – $50K |
| Sea Ltd SE | Under $1K | Capital Gains · $50K – $100K |
| LVMH Moet Hennessy Vuitton | Under $1K | Capital Gains Dividends · $15K – $50K |
| Alibaba Group Holdings BABA | Under $1K | Capital Gains · $15K – $50K |
| Safran SA | Under $1K | Capital Gains Dividends · $5K – $15K |
| ASML Holding | Under $1K | Capital Gains Dividends · $15K – $50K |
| Match Group, Inc. MTCH | Under $1K | Capital Gains · $5K – $15K |
| Dollarama Inc | Under $1K | Capital Gains Dividends · $5K – $15K |
| Advance Auto Parts, Inc. AAP | Under $1K | Capital Gains Dividends · $15K – $50K |
| Burlington Stores, Inc. BURL | Under $1K | Capital Gains · $15K – $50K |
| Wyndham Hotels & Resorts, Inc. WH | Under $1K | Capital Gains Dividends · $15K – $50K |
| US Foods Holding Corp. USFD | Under $1K | Capital Gains · $5K – $15K |
| Nasdaq, Inc. NDAQ | Under $1K | Capital Gains Dividends · $15K – $50K |
| STERIS Plc (Ireland) STE | Under $1K | Capital Gains Dividends · $15K – $50K |
| The Cooper Cos., Inc. COO | Under $1K | Capital Gains Dividends · $15K – $50K |
| Laboratory Corp. of America Holdings LH | Under $1K | Capital Gains · $15K – $50K |
| Teleflex, Inc. TFX | Under $1K | Capital Gains Dividends · $5K – $15K |
| West Pharmaceutical Services, Inc. WST | Under $1K | Capital Gains Dividends · $5K – $15K |
| Rentokil Initial PLC | Under $1K | Capital Gains Dividends · $5K – $15K |
| Dover Corp. DOV | Under $1K | Capital Gains Dividends · $15K – $50K |
| Equifax, Inc. EFX | Under $1K | Capital Gains Dividends · $15K – $50K |
| IAA, Inc. IAA | Under $1K | Capital Gains · $15K – $50K |
| IDEX Corp. IEX | Under $1K | Dividends Capital Gains · $5K – $15K |
| L3 Harris Technologies Inc | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| A. O. Smith Corporation AOS | Under $1K | Capital Gains Dividends · $5K – $15K |
| Verisk Analytics, Inc. VRSK | Under $1K | Capital Gains · $5K – $15K |
| Nice LTD ADR | Under $1K | Capital Gains · $5K – $15K |
| ANSYS, Inc. ANSS | Under $1K | Capital Gains · $15K – $50K |
| CDW Corp. CDW | Under $1K | Capital Gains Dividends · $15K – $50K |
| CMC Materials Inc CCMP | Under $1K | Capital Gains Dividends · $5K – $15K |
| SS&C Technologies Holdings, Inc. SSNC | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| Synopsys, Inc. SNPS | Under $1K | Capital Gains · $15K – $50K |
| WEX, Inc. WEX | Under $1K | Capital Gains · $5K – $15K |
| AptarGroup, Inc. ATR | Under $1K | Capital Gains Dividends · $5K – $15K |
| MSCI, Inc. MSCI | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| Tencent Holdings LTD TCEHY | Under $1K | Dividends Capital Gains · $15K – $50K |
| Cambridge MA bond | $100K – $250K | Interest · $2.5K – $5K |
| Fall River MA bond | $250K – $500K | Interest · $5K – $15K |
| MA State bond | $100K – $250K | Interest · $5K – $15K |
| Fall River MA bond | $100K – $250K | Interest · $2.5K – $5K |
| WA State bond | $100K – $250K | Interest · $2.5K – $5K |
| Aptiv PLC APTV | Under $1K | Capital Gains · $2.5K – $5K |
| HEICO Corporation HEI | Under $1K | Capital Gains · $1K – $2.5K |
| Jones Lang LaSalle, Inc. JLL | Under $1K | Capital Gains · $2.5K – $5K |
| JPMorgan Chase & Co. JPM | Under $1K | Capital Gains · $2.5K – $5K |
| Nurix Therapeutics Inc. NRIX | Under $1K | Capital Gains · $50K – $100K |
| Relay Therapeutics Inc. RLAY | Under $1K | Capital Gains · $100K – $1M |
| SPDR S&P 500 ETF Trust SPY | Under $1K | Capital Gains · $1K – $2.5K |
| Aptiv PLC APTV | Under $1K | Capital Gains · $2.5K – $5K |
| HEICO Corporation HEI | Under $1K | Capital Gains · $1K – $2.5K |
| Jones Lang LaSalle, Inc. JLL | Under $1K | Capital Gains · $2.5K – $5K |
| JPMorgan Chase & Co. JPM | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| SPDR S&P 500 ETF Trust SPY | Under $1K | Capital Gains · $1K – $2.5K |
| Zoetis, Inc. ZTS | Under $1K | Capital Gains Dividends · $50K – $100K |
| MSCI, Inc. MSCI | Under $1K | Capital Gains Dividends · $2.5K – $5K |
| US Treasury Notes | $100K – $250K | Capital Gains Interest · $5K – $15K |
| Hampton Roads VA bond | $100K – $250K | — |
| U.S. bank account (checking) | $15K – $50K | — |
| US Treasury Notes | Under $1K | 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.