Stephen I Miran
BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES × 5 FNMA (Fannie Mae) × 2 TLT × 2 XLF × 2 SHYD × 2 Abbott Laboratories × 1 view in graph
77trades · $8M est.
0%
disclosed on time · 77 late, worst 136d over
$18.7Mest. assets · Annual Term
Since nomination
Nominee 278 (09/03/2025) vs Annual TermDivested
39 positions · $34.5K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Strategic Advisory Alliance, LP | Other assets | — | $1K – $15K |
| Strategic Advisory Alliance, LP | Other assets | — | $1K – $15K |
| SM Consulting 1 LLC (sole-member passthrough LLC for my writing/consulting) | Employment assets | Self | Under $1K |
| Cytokinetics, Inc. CYTK | Other assets | — | Under $1K |
| Enovix Corporation Common Stock ENVX | Other assets | — | Under $1K |
| PureCycle Technologies Inc. Common stock PCT | Other assets | — | Under $1K |
| U.S. Treasury note | Other assets | — | Under $1K |
| iShares MSCIEmerging Markets ETF EEM | Other assets | — | Under $1K |
| HHH Howard Hughes Holdings Inc | Other assets | — | Under $1K |
| RPAR Risk Parity ETF RPAR | Other assets | — | Under $1K |
| Sarepta Therapeutics, Inc. SRPT | Other assets | — | Under $1K |
| GBP/USD futures (CME), closed position | Other assets | — | Under $1K |
| EUR/USD futures (CME), closed position | Other assets | — | Under $1K |
| CHF/USD Futures (CME), closed position | Other assets | — | Under $1K |
| German Bund futures (Eurex), closed position | Other assets | — | Under $1K |
| Nasdaq 100 Futures (CME), closed position | Other assets | — | Under $1K |
| EUR/JPY Futures (CME), closed position | Other assets | — | Under $1K |
| Ultra Lond Treasury Bond Futures (CME), closed position | Other assets | — | Under $1K |
| 10-year Treasury note futures (CME), closed position | Other assets | — | Under $1K |
| S&P 500 Futures options (CME), closed position | Other assets | — | Under $1K |
Still holds
185 positions · $18.4M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential Real Estate - New York, NY | Other assets | — | $1M – $5M | $1M – $5M |
| ECPI University and Affiliated Entities | Spouse's assets | Spouse | Over $1M | Over $1M |
| U.S. brokerage account No. 2 (cash) | Other assets | — | Over $1M | Over $1M |
| BBH Limited Duration Fund CL I | Other assets | — | Over $1M | Over $1M |
| BBH Wealth Strategies, LLC - ALTAROCK PARTNERS SERIES | Other assets | — | Over $1M | Over $1M |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | Over $1M | Over $1M |
| Residential Real Estate - Bridgehampton, NY | Other assets | — | Over $1M | Over $1M |
| BBH Wealth Strategies, LLC - Valley Forge Large Cap Equity Series | Other assets | — | $500K – $1M | Over $1M |
| BBH Wealth Strategies, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES | Other assets | — | $500K – $1M | $500K – $1M |
| BBH Wealth Strategies, LLC - BOWIE GLOBAL EQUITY SERIES | Other assets | — | $500K – $1M | $500K – $1M |
| BBH U.S. Government Money Market Fund | Other assets | — | $500K – $1M | $500K – $1M |
| Akre Focus Fund-supra Inst - Akrsx | Other assets | — | $500K – $1M | $250K – $500K |
| Fidelity Government Money Market Fund SPAXX | Other assets | — | $250K – $500K | $250K – $500K |
| VanEck Vectors Short High-Yield Municipal Index ETF SHYD | Other assets | — | $250K – $500K | $250K – $500K |
| BBH Partner Fund - International Equity - BBHLX | Other assets | — | $250K – $500K | $250K – $500K |
| BBH Wealth Strategies, LLC - GQG PARTNERS EMERGING MARKETS EQUITY SERIES | Other assets | — | $250K – $500K | $250K – $500K |
| BBH Capital Partners Vi, L.P. | Other assets | — | $250K – $500K | $250K – $500K |
| Advanced Tech Institute LLC | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| iShares 20+ Year Treasury Bond ETF TLT | Other assets | — | $100K – $250K | $100K – $250K |
| BBH Wealth Strategies, LLC - AH SERIES 1 | Other assets | — | $100K – $250K | $100K – $250K |
New positions
8 positions · $246K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| BBH Wealth Strategies, LLC - BBH Capital Partners VII, L.P. | Other assets | — | $50K – $100K |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | $15K – $50K |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | $15K – $50K |
| Ishares S&P 500 Index Fund - Ivv | Other assets | — | $15K – $50K |
| Akre Focus ETF -AKRE | Other assets | — | $15K – $50K |
| Ishares Russell 2000 Fund - Iwm | Other assets | — | $15K – $50K |
| Ishares Core Msci Eafe ETF | Other assets | — | $1K – $15K |
| S&P 500 Options (Closed position) | 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
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Mar 2, 2026 | 5d late filing ↗ |
| BBH LIMITED DURATION FUND CL I | Sell | $500K – $1M | Self | Mar 2, 2026 | 5d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Feb 20, 2026 | 15d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Feb 6, 2026 | 29d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Jan 30, 2026 | 36d late filing ↗ |
| BBH Wealth Strategies, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES | Sell | $100K – $250K | Self | Jan 21, 2026 | 45d late filing ↗ |
| BBH Wealth Strategies, LLC - SILVER POINT DISTRESSED OPPORTUNITY II SERIES | Buy | $1K – $15K | Self | Jan 20, 2026 | 46d late filing ↗ |
| IVV ISHARES S&P 500 INDEX FUND | Buy | $500K – $1M | Self | Nov 14, 2025 | 1d late filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Buy | $100K – $250K | Self | Jun 20, 2025 | 29d late filing ↗ |
| SHYD VanEck Vectors Short High-Yield Municipal Index ETF | Buy | $100K – $250K | Self | Jun 13, 2025 | 36d late filing ↗ |
| Proctor & Gamble | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| NVR Inc. | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Novo Nordisk | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Keysight Technologies Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Eli Lilly & Co. | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Zoetis Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Zebra Technologies Corp. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Wyndham Hotels & Resorts Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Willscot Mobile Mini Holdings Co. | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| West Pharmaceutical Services Inc, | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Watsco Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Waste Management Inc. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Vulcan Materials Co. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| United Health Group | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| ULSolutions Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Toro Co | Sell | $1K – $15K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Thermo Fisher Scientific Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Texas Instruments Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Take-Two Interactive Software | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Shift4 Payments Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| S&P Global Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Progressive Corp Ohio | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Otis Worldwide Corporation | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Oracle Corp. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Nike Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Microsoft Corp | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Mastercard Incorporated | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| LPL Financial Holdings Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Linde PLC | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| KLA Corporation | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Icon PLC | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Heico Corp | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| GXO Logistics Incorporated | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Guidewire Software Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Globant SA | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| GFL Environmental | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Entegris Inc | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Darling Ingredients Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Costco Whotesale Corp | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| CBRE Group | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Cadence Design Systems Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Bruker Corp | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Brown & Brown Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Bright Horizons Family Solutions | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Booking Holdings Inc. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Berkshire Hathaway Inc. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Automatic Data Processing Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Arthur J. Gallagher & Co. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Arista Networks Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| AptarGroup Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Applied Materials Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Amazon.com Inc. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Alphabet Inc. | Sell | $100K – $250K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Alcon Inc. | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Advanced Drainage System Inc. | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Adobe Inc | Sell | $50K – $100K | Self | Jun 9, 2025 | 40d late filing ↗ |
| Abbott Laboratories | Sell | $15K – $50K | Self | Jun 9, 2025 | 40d late filing ↗ |
| FNMA (Fannie Mae) | Sell | $15K – $50K | Self | Jun 5, 2025 | 44d late filing ↗ |
| IYT iShares Transportation Average ETF | Sell | $100K – $250K | Self | Jun 5, 2025 | 44d late filing ↗ |
| XLF Financial Select Sector SPDR Fund | Sell | $250K – $500K | Self | Jun 5, 2025 | 44d late filing ↗ |
| FNMA (Fannie Mae) | Sell | $1K – $15K | Self | May 16, 2025 | 64d late filing ↗ |
| TLT iShares 20+ Year Treasury Bond ETF | Buy | $15K – $50K | Self | May 16, 2025 | 64d late filing ↗ |
| XLF Financial Select Sector SPDR Fund | Sell | $15K – $50K | Self | May 16, 2025 | 64d late filing ↗ |
| S&P 500 Future, closed | Sell | $250K – $500K | Self | May 2, 2025 | 78d late filing ↗ |
| SHYD VanEck Vectors Short High-Yield Municipal Index ETF | Buy | $100K – $250K | Self | Apr 15, 2025 | 95d late filing ↗ |
| S&P 500 future, opened | Buy | $250K – $500K | Self | Mar 5, 2025 | 136d late filing ↗ |
| S&P 500 futures option, opened | Sell | $250K – $500K | Self | Mar 5, 2025 | 136d late filing ↗ |
Asset holdings
Annual Term · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 193 | $17.3M |
| Spouse's assets | 4 | $1.2M |
| Employment assets | 6 | $140K |
Employment assets
6 positions, as filed · back to all 203| Asset | Owner | Value | Income |
|---|---|---|---|
| Hudson Bay Capital Management LP (Asset management) | Self | — | Salary/Bonus · $1M |
| Roth IRA | Self | — | — |
| U.S. Brokerage account (Cash) | Self | $15K – $50K | — |
| iShares 20+ Year Treasury Bond ETF TLT | Self | $15K – $50K | — |
| Hudson Bay Capital Management LP 401 K | Self | — | — |
| PIMCO Low Duration Income Fund Class A Shares PFIAX | Self | $50K – $100K | — |
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.