169trades · $5M est.
$7.4Mest. assets · Termination
Since nomination
Nominee 278 (01/05/2021) vs TerminationDivested
29 positions · $4.7M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Wilmer Cutler Pickering Hale & Dorr LLP (WilmerHale) (law firm) anticipated partnership share | Employment assets | Self | $1M – $5M |
| Wilmer Cutler Pickering Hale & Dorr LLP (WilmerHale) capital account | Employment assets | Self | $500K – $1M |
| US bank (cash) - Checking Account | Other assets | — | $250K – $500K |
| New York Life Insurance Anchor VI, Stable Value Fund | Employment assets | Self | $100K – $250K |
| Russell Investments Investment Grade Bond Fund RFATX | Employment assets | Self | $100K – $250K |
| Edgewood Growth Fund EGFIX | Other assets | — | $15K – $50K |
| Harbor Capital Appreciation Fund HACAX | Other assets | — | $15K – $50K |
| MFS Value Fund MEIIX | Other assets | — | $15K – $50K |
| MFS Emerging Markets Debt Fund MEDIX | Other assets | — | $1K – $15K |
| Virtus Vontobel Emerging Markets Opportunities Fund HIEMX | Other assets | — | $1K – $15K |
| Intermediate Bond Fund of America IBAFX | Other assets | — | $1K – $15K |
| New World Fund, Inc NFFFX | Other assets | — | $1K – $15K |
| SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF SHM | Other assets | — | $1K – $15K |
| U.S. sweep account (cash) | Other assets | — | $1K – $15K |
| Baron Emerging Markets Fund BEXIX | Other assets | — | $1K – $15K |
| Baron Small Cap Fund BSFIX | Other assets | — | $1K – $15K |
| Eaton Vance Income Fund of Boston EIBIX | Other assets | — | $1K – $15K |
| Edgewood Growth Fund EGFIX | Other assets | — | $1K – $15K |
| Harbor Capital Appreciation Fund HACAX | Other assets | — | $1K – $15K |
| Washington Mutual Investors Fund WMFFX | Other assets | — | $1K – $15K |
Held at termination
33 positions · $6.5M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Russell Investments U.S. Strategic Equity Fund RSESX | Employment assets | Self | $250K – $500K | $1M – $5M |
| Russell Strategic Bond Fund RFCTX | Employment assets | Self | $100K – $250K | $500K – $1M |
| Russell Investments Multi-Asset Growth Strategy Fund RMGSX | Employment assets | Self | $250K – $500K | $250K – $500K |
| Russell Investments Opportunistic Credit Fund RGCSX | Employment assets | Self | $100K – $250K | $250K – $500K |
| iShares S&P 500 Value ETF IVE | Other assets | — | $1K – $15K | $250K – $500K |
| Russell Investments Emerging Markets Fund REMSX | Employment assets | Self | $100K – $250K | $100K – $250K |
| Russell Investments U.S. Small Cap Equity Fund RLESX | Employment assets | Self | $100K – $250K | $100K – $250K |
| First Eagle Global Fund SGIIX | Other assets | — | $1K – $15K | $100K – $250K |
| iShares Core S&P 500 ETF IVV | Other assets | — | $1K – $15K | $100K – $250K |
| iShares Russell 2000 ETF IWM | Other assets | — | $1K – $15K | $100K – $250K |
| iShares S&P 500 Growth ETF IVW | Other assets | — | $1K – $15K | $100K – $250K |
| Vanguard Mid-Cap Index Fund ETF Shares VO | Other assets | — | $1K – $15K | $100K – $250K |
| Russell Investments International Developed Markets Fund Class S Shares RINTX | Employment assets | Self | $100K – $250K | $100K – $250K |
| iShares Core S&P Mid-Cap ETF IJH | Other assets | — | $1K – $15K | $50K – $100K |
| U.S. sweep account (cash) | Other assets | — | $250K – $500K | $15K – $50K |
| Goldman Sachs Financial Square Treasury Instruments Fund FTIXX | Employment assets | Self | $1K – $15K | $15K – $50K |
| Baron Small Cap Fund BSFIX | Employment assets | Self | $15K – $50K | $1K – $15K |
| T Rowe Price Overseas Stock Fund TROSX | Employment assets | Self | $15K – $50K | $1K – $15K |
| T Rowe Price Mid-Cap Growth Fund Inc RPMGX | Employment assets | Self | $15K – $50K | $1K – $15K |
| Baron Emerging Markets Fund BEXIX | Employment assets | Self | $1K – $15K | $1K – $15K |
New positions
15 positions · $889K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Russell Investment Global Equity Fund RGESX | Employment assets | Self | $250K – $500K |
| US bank (cash) | Other assets | — | $100K – $250K |
| Russell Investments Global Infrastructure RGISX | Employment assets | Self | $50K – $100K |
| Russell Investments Long Duration Bond Fund RMHSX | Employment assets | Self | $50K – $100K |
| Capital Group Municipal Income CGMU | Employment assets | Self | $50K – $100K |
| Cash | Employment assets | Self | $15K – $50K |
| Pimco Income Fund PIMIX | Employment assets | Self | $15K – $50K |
| Dodge & Cox Stock Fund DODGX | Employment assets | Self | $1K – $15K |
| Invesco Developing Markets Fund ODVYX | Employment assets | Self | $1K – $15K |
| Pimco Commodity Plus Strategy PCLIX | Employment assets | Self | $1K – $15K |
| Mainstay Winslow Large Cap Growth Fund MLAIX | Employment assets | Self | $1K – $15K |
| Causeway Int'l Value Fund CIVIX | Employment assets | Self | $1K – $15K |
| Harbor Embark Commodity ECSWX | Employment assets | Self | $1K – $15K |
| Pimco Commodity Real Return Strategic Fund PCRIX | Employment assets | Self | Under $1K |
| Federated Hermes US Treasury Cash Reserves UTIXX | 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 169| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets | Sell | $50K – $100K | — | Dec 16, 2024 | filing ↗ |
| VTEB Vanguard Muni Bond Fund Tax Exempt Bond Index | Sell | $50K – $100K | — | Dec 11, 2024 | filing ↗ |
| PIMIX Pimco Income Fund | Buy | $15K – $50K | — | Dec 11, 2024 | filing ↗ |
| MUB Ishares National Muni Bond | Sell | $50K – $100K | — | Dec 11, 2024 | filing ↗ |
| CGMU Capital Group Municipal Income | Buy | $50K – $100K | — | Dec 11, 2024 | filing ↗ |
| MLAIX NYLI Winslow Large Cap Growth Fund | Sell | $1K – $15K | — | Dec 2, 2024 | filing ↗ |
| RMHSX Russell Investments Long Duration Bond Fund | Buy | $50K – $100K | — | Nov 11, 2024 | filing ↗ |
| RFCTX Russell Investment Strategic Bond Fund | Sell | $1K – $15K | — | Nov 7, 2024 | filing ↗ |
| RINTX Russell Investment Develop Market Fund | Sell | $15K – $50K | — | Nov 7, 2024 | filing ↗ |
| RLESX Russell Investment U.S. Small Cap Equity | Sell | $100K – $250K | — | Nov 7, 2024 | filing ↗ |
| RGESX Russell Investment Global Equity Fund | Exchange | $50K – $100K | — | Nov 7, 2024 | filing ↗ |
| RGCX Russell Investment Opportunistic Credit Fund | Buy | $15K – $50K | — | Nov 7, 2024 | filing ↗ |
| VEA Vanguard FTSE Developed Markets | Sell | $1K – $15K | — | Sep 23, 2024 | filing ↗ |
| VO Vanguard Midcap | Sell | $15K – $50K | — | Sep 23, 2024 | filing ↗ |
| IVW Ishares S&P 500 Growth | Sell | $15K – $50K | — | Sep 23, 2024 | filing ↗ |
| IVE Ishares S&P 500 Value | Sell | $15K – $50K | — | Sep 23, 2024 | filing ↗ |
| IWM Ishares Russell 2000 | Sell | $15K – $50K | — | Sep 23, 2024 | filing ↗ |
| IVV Ishares Core S&P 500 Index | Exchange | $15K – $50K | — | Sep 23, 2024 | filing ↗ |
| IJH Ishares Core S&P Midcap | Sell | $1K – $15K | — | Sep 23, 2024 | filing ↗ |
| SGIIX First Eagle Funds First Eagle Global Fund | Sell | $1K – $15K | — | Sep 23, 2024 | filing ↗ |
| VSOIX Victory Sycamore Small Company Opportunity Fund | Sell | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| SMVTX Virtus Asset Trust Ceredex Midcap Value | Sell | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| RPMGX T. Rowe Price Midcap Growth Fund | Buy | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| PCRIX Pimco Commodity Real Return Strategy Fund | Sell | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| ODVYX Invesco Developing Markets Fund | Buy | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| ECSWX Harbor Embark Commodity | Buy | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| DODGX Dodge & Cox Stock Fund | Buy | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| BSFIX Baron Investment Funds Small Cap FUnd | Sell | $1K – $15K | — | Jul 26, 2024 | filing ↗ |
| VEA Vanguard FTSE Developed Markets | Sell | $1K – $15K | — | Jun 20, 2024 | filing ↗ |
| VO Vanguard Midcap | Sell | $15K – $50K | — | Jun 20, 2024 | filing ↗ |
| VTEB Vanguard Muni Bond Fund Tax Exempt Bond Index | Sell | $1K – $15K | — | Jun 20, 2024 | filing ↗ |
| IVW Ishares S&P 500 Growth | Sell | $15K – $50K | — | Jun 20, 2024 | filing ↗ |
| IVE Ishares S&P 500 Value | Sell | $15K – $50K | — | Jun 20, 2024 | filing ↗ |
| IWM Ishares Russell 2000 | Sell | $1K – $15K | — | Jun 20, 2024 | filing ↗ |
| Ishares Core S&P 500 Index | Sell | $15K – $50K | — | Jun 20, 2024 | filing ↗ |
| IJH Ishares Core S&P Midcap | Sell | $1K – $15K | — | Jun 20, 2024 | filing ↗ |
| MUB Ishares National Muni Bond Fund | Sell | $1K – $15K | — | Jun 20, 2024 | filing ↗ |
| SGIIX First Eagle Funds Global Fund | Sell | $1K – $15K | — | Jun 20, 2024 | filing ↗ |
| CIVIX Causeway Int'l Value | Buy | $1K – $15K | — | Apr 16, 2024 | filing ↗ |
| TROSX T. Rowe Price Int'l Overseas Stock Fund | Sell | $1K – $15K | — | Apr 15, 2024 | filing ↗ |
| AEPFX American Fund Europacific Growth Fund | Buy | $1K – $15K | — | Apr 15, 2024 | filing ↗ |
| VEA Vanguard FTSE Developed Markets ETF | Sell | $1K – $15K | — | Apr 9, 2024 | filing ↗ |
| VTEB Vanguard Muni Bond Fund Tax Exempt Bond Index | Sell | $1K – $15K | — | Apr 9, 2024 | filing ↗ |
| IVW Ishares 500 Growth | Sell | $50K – $100K | — | Apr 9, 2024 | filing ↗ |
| IWM Ishares Russell 2000 | Sell | $1K – $15K | — | Apr 9, 2024 | filing ↗ |
| MUB Ishares National Muni Bond Fund | Sell | $1K – $15K | — | Apr 9, 2024 | filing ↗ |
| RSESX Russell Investments U.S. Strategic Equity Fund | Buy | $15K – $50K | — | Dec 20, 2023 | filing ↗ |
| RLESX Russell Investments U.S. Small Cap Equity Fund | Buy | $1K – $15K | — | Dec 20, 2023 | filing ↗ |
| MLAIX MainStay Winslow Large Cap Growth Fund Class I Shares | Buy | $1K – $15K | — | Dec 7, 2023 | filing ↗ |
| SGIIX First Eagle Global Fund | Buy | $1K – $15K | — | Dec 6, 2023 | filing ↗ |
| MLAIX Mainstay Winslow Large Cap Growth Fund | Sell | $1K – $15K | — | Nov 16, 2023 | filing ↗ |
| RGESX Russell International Global Equity Fund | Buy | $1K – $15K | — | Nov 7, 2023 | filing ↗ |
| RGESX Russell International Global Equity Fund | Buy | $100K – $250K | — | Nov 6, 2023 | filing ↗ |
| RGISX Russell International Global Infrastructure Fund | Buy | $50K – $100K | — | Nov 6, 2023 | filing ↗ |
| RFBSX Russell Investment Short Duration Bond Fund | Sell | $50K – $100K | — | Nov 6, 2023 | filing ↗ |
| RSESX Russell Investments U.S. Strategic Equity Fund | Sell | $50K – $100K | — | Nov 6, 2023 | filing ↗ |
| RFCTX Russell Strategic Bond Fund | Buy | $100K – $250K | — | Nov 6, 2023 | filing ↗ |
| RINTX Russell International Developed Markets Fund Class S Shares | Sell | $100K – $250K | — | Nov 6, 2023 | filing ↗ |
| RLESX Russell Investments U.S. Small Cap Equity Fund | Buy | $1K – $15K | — | Nov 6, 2023 | filing ↗ |
| REMSX Russell Investments Emerging Markets Fund | Sell | $50K – $100K | — | Nov 6, 2023 | filing ↗ |
| RGCSX Russell Investments Opportunistic Credit Fund | Sell | $15K – $50K | — | Nov 6, 2023 | filing ↗ |
| RMGSX Russell Investments Multi-Asset Growth Strategy Fund | Sell | $15K – $50K | — | Nov 6, 2023 | filing ↗ |
| FTIXX Goldman Sachs Financial Square Treasury Instruments Fund | Sell | $1K – $15K | — | Nov 6, 2023 | filing ↗ |
| VO Vanguard Mid-Cap Index Fund ETF Shares | Sell | $15K – $50K | — | Nov 2, 2023 | filing ↗ |
| VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares | Sell | $1K – $15K | — | Nov 2, 2023 | filing ↗ |
| IVW iShares S&P 500 Growth ETF | Sell | $15K – $50K | — | Nov 2, 2023 | filing ↗ |
| IWM iShares Russell 2000 ETF | Sell | $15K – $50K | — | Nov 2, 2023 | filing ↗ |
| VWO Vanguard Emerging Markets Stock Index Fund ETF Shares | Sell | $50K – $100K | — | Oct 31, 2023 | filing ↗ |
| MUB iShares National Muni Bond ETF | Sell | $15K – $50K | — | Oct 31, 2023 | filing ↗ |
| NFFFX New World Fund, Inc | Sell | $50K – $100K | — | Aug 8, 2023 | filing ↗ |
| TROSX T Rowe Price Overseas Stock Fund | Buy | $1K – $15K | — | Jul 26, 2023 | filing ↗ |
| MEDIX MFS Emerging Markets Debt Fund | Sell | $1K – $15K | — | Jul 26, 2023 | filing ↗ |
| UTIXX Federated Hermes US Treasury Cash Reserve | Sell | $50K – $100K | — | Jun 8, 2023 | filing ↗ |
| UTIXX Federated Hermes US Treasury Cash Reserve | Buy | $50K – $100K | — | May 30, 2023 | filing ↗ |
| SMVTX Virtus Ceredex Mid-Cap Value Equity Fund | Sell | $15K – $50K | — | May 29, 2023 | filing ↗ |
| FTIXX Goldman Sachs Financial Square Treasury Instrs Fund | Sell | $1K – $15K | — | May 22, 2023 | filing ↗ |
| VSOIX Victory Sycamore Small Company Opportunity Fund | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| HIEMX Virtus Vontobel Emerging Markets Opportunities Fund | Sell | $1K – $15K | — | May 22, 2023 | filing ↗ |
| RPMGX T Rowe Price Mid-Cap Growth Fund Inc | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| TROSX T Rowe Price Overseas Stock Fund | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| MEDIX MFS Emerging Markets Debt Fund | Sell | $1K – $15K | — | May 22, 2023 | filing ↗ |
| MEIIX MFS Value Fund | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| WMFFX Washington Mutual Investors Fund | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| HACAX Harbor Capital Appreciation Fund | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| EGFIX Edgewood Growth Fund | Sell | $1K – $15K | — | May 22, 2023 | filing ↗ |
| EIBIX Eaton Vance Income Fund of Boston Institutional Shares | Sell | $1K – $15K | — | May 22, 2023 | filing ↗ |
| BAGIX Baird Aggregate Bond Fund Institutional Class Shares | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| BSFIX Baron Small Cap Fund | Sell | $15K – $50K | — | May 22, 2023 | filing ↗ |
| BEXIX Baron Emerging Markets Fund | Sell | $1K – $15K | — | May 22, 2023 | filing ↗ |
| UTIXX Federated Hermes US Treasury Cash Reserves | Sell | $15K – $50K | — | Feb 21, 2023 | filing ↗ |
| IBAFX Intermediate Bond Fund of America | Sell | $50K – $100K | — | Feb 21, 2023 | filing ↗ |
| UTIXX Federated Hermes US Treasury | Buy | $50K – $100K | — | Dec 28, 2022 | filing ↗ |
| VWO Vanguard International Equity Index Emerging Markets | Sell | $15K – $50K | — | Dec 27, 2022 | filing ↗ |
| UTIXX Federated Hermes US Treasury | Sell | $50K – $100K | — | Oct 13, 2022 | filing ↗ |
| SHM SBDR Nuveen Bloomberg Short Term Muni Fund | Sell | $50K – $100K | — | Oct 13, 2022 | filing ↗ |
| UTIXX Federated Hermes US Treasury | Sell | $100K – $250K | — | Aug 11, 2022 | filing ↗ |
| BEXIX Barron Select Emerging Markets | Sell | $1K – $15K | — | Jul 26, 2022 | filing ↗ |
| ECLIX Pimco Commodity Plus Strategy | Buy | $1K – $15K | — | Jul 26, 2022 | filing ↗ |
| UTIXX Federated Hermes US Treasury | Buy | $50K – $100K | — | Jun 30, 2022 | filing ↗ |
| TROSX T. Rowe Price International Overseas | Sell | $1K – $15K | — | May 2, 2022 | filing ↗ |
Asset holdings
Termination · filed —All positions
53 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA 1 | Self | — | — |
| Goldman Sachs Financial Square Treasury Instruments Fund FTIXX | Self | $15K – $50K | — |
| Russell Investments Multi-Asset Growth Strategy Fund RMGSX | Self | $250K – $500K | — |
| Russell Investments Opportunistic Credit Fund RGCSX | Self | $250K – $500K | — |
| Russell Investments Emerging Markets Fund REMSX | Self | $100K – $250K | — |
| Russell Investments U.S. Small Cap Equity Fund RLESX | Self | $100K – $250K | — |
| Russell Investments International Developed Markets Fund Class S Shares RINTX | Self | $100K – $250K | — |
| Russell Strategic Bond Fund RFCTX | Self | $500K – $1M | — |
| Russell Investments U.S. Strategic Equity Fund RSESX | Self | $1M – $5M | — |
| Russell Investments Global Infrastructure RGISX | Self | $50K – $100K | — |
| Russell Investment Global Equity Fund RGESX | Self | $250K – $500K | — |
| Cash | Self | $15K – $50K | — |
| Russell Investments Long Duration Bond Fund RMHSX | Self | $50K – $100K | — |
| IRA 2 - Beneficiary | Self | — | — |
| Baron Emerging Markets Fund BEXIX | Self | $1K – $15K | — |
| Baron Small Cap Fund BSFIX | Self | $1K – $15K | — |
| Baird Aggregate Bond Fund BAGIX | Self | $1K – $15K | — |
| Eaton Vance Income Fund of Boston EIBIX | Self | $1K – $15K | — |
| Washington Mutual Investors Fund WMFFX | Self | $1K – $15K | — |
| MFS Value Fund Class I Shares MEIIX | Self | $1K – $15K | — |
| T Rowe Price Overseas Stock Fund TROSX | Self | $1K – $15K | — |
| T Rowe Price Mid-Cap Growth Fund Inc RPMGX | Self | $1K – $15K | — |
| Virtus Ceredex Mid-Cap Value Equity Fund SMVTX | Self | $1K – $15K | — |
| Victory Sycamore Small Company Opportunity Fund VSOIX | Self | $1K – $15K | — |
| Dodge & Cox Stock Fund DODGX | Self | $1K – $15K | — |
| Invesco Developing Markets Fund ODVYX | Self | $1K – $15K | — |
| Pimco Commodity Real Return Strategic Fund PCRIX | Self | Under $1K | — |
| Pimco Commodity Plus Strategy PCLIX | Self | $1K – $15K | — |
| Mainstay Winslow Large Cap Growth Fund MLAIX | Self | $1K – $15K | — |
| Causeway Int'l Value Fund CIVIX | Self | $1K – $15K | — |
| Harbor Embark Commodity ECSWX | Self | $1K – $15K | — |
| American Funds Europacific Growth AEPFX | Self | $1K – $15K | — |
| Capital Group Municipal Income CGMU | Self | $50K – $100K | Dividends |
| Pimco Income Fund PIMIX | Self | $15K – $50K | Dividends · $201 – $1K |
| Family Revocable Trust | — | — | — |
| Brokerage Account 1 | — | — | — |
| Baird Aggregate Bond Fund BAGIX | — | Under $1K | $201 – $1K |
| Federated Hermes US Treasury Cash Reserve UTIXX | — | Under $1K | $201 – $1K |
| Brokerage Account 2 | — | — | — |
| First Eagle Global Fund SGIIX | — | $100K – $250K | $2.5K – $5K |
| iShares National Muni Bond ETF MUB | — | Under $1K | $1K – $2.5K |
| iShares Core S&P Mid-Cap ETF IJH | — | $50K – $100K | $1K – $2.5K |
| iShares Core S&P 500 ETF IVV | — | $100K – $250K | $2.5K – $5K |
| iShares Russell 2000 ETF IWM | — | $100K – $250K | $1K – $2.5K |
| iShares S&P 500 Value ETF IVE | — | $250K – $500K | $5K – $15K |
| iShares S&P 500 Growth ETF IVW | — | $100K – $250K | $1K – $2.5K |
| Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB | — | Under $1K | $1K – $2.5K |
| Vanguard Emerging Markets Stock Index Fund ETF Shares VWO | — | Under $1K | — |
| Vanguard Mid-Cap Index Fund ETF Shares VO | — | $100K – $250K | $2.5K – $5K |
| Vanguard Developed Markets Index Fund ETF Shares VEA | — | Under $1K | $1K – $2.5K |
| U.S. sweep account (cash) | — | $15K – $50K | $201 – $1K |
| Federated Hermes US Treasury Cash Reserves UTIXX | — | Under $1K | — |
| US bank (cash) | — | $100K – $250K | — |
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.