74trades · $948K est.
3%
disclosed on time · 72 late, worst 58d over
$4.4Mest. assets · Termination
Since nomination
Nominee 278 (02/25/2021) vs TerminationDivested
74 positions · $3.7M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Residential real estate, Washington, DC | Other assets | — | $1M – $5M |
| U.S. brokerage money market account (cash) | Other assets | — | $100K – $250K |
| Paychex, Inc. PAYX | Other assets | — | $50K – $100K |
| The Core Fund | Employment assets | Self | $15K – $50K |
| Donaldson Company, Inc. DCI | Other assets | — | $15K – $50K |
| Intel Corporation INTC | Other assets | — | $15K – $50K |
| AIG Government Money Market Fund - Class A SMAXX | Employment assets | Self | $1K – $15K |
| BNY Mellon Midcap Index Fund - Investor Class PESPX | Employment assets | Self | $1K – $15K |
| ClearBridge Large Cap Growth Fund - Institutional Shares LSITX | Employment assets | Self | $1K – $15K |
| Delaware Value Fund - Institutional Shares DDVIX | Employment assets | Self | $1K – $15K |
| American Funds American Balanced Fund - Class R6 RLBGX | Employment assets | Self | $1K – $15K |
| American Funds EuroPacific Growth Fund - Class R6 RERGX | Employment assets | Self | $1K – $15K |
| ProShares Russell 2000 Dividend Growers ETF SMDV | Other assets | — | $1K – $15K |
| SPDR S&P 400 Mid Cap Value ETF MDYV | Other assets | — | $1K – $15K |
| Verizon Communications, Inc. VZ | Other assets | — | $1K – $15K |
| SPDR S&P Aerospace & Defense ETF XAR | Other assets | — | $1K – $15K |
| iShares U.S. Home Construction ETF ITB | Other assets | — | $1K – $15K |
| Ingredion Incorporated INGR | Other assets | — | $1K – $15K |
| American Express Company AXP | Other assets | — | $1K – $15K |
| Starbucks Corporation SBUX | Other assets | — | $1K – $15K |
| Constellation Brands, Inc. STZ | Other assets | — | $1K – $15K |
| Vanguard 500 Index Fund ETF VOO | Other assets | — | $1K – $15K |
| Stanley Black & Decker, Inc. SWK | Other assets | — | $1K – $15K |
| AngloGold Ashanti Limited (AULGF) (gold mining company) | Other assets | — | $1K – $15K |
| Comcast Corporation CMCSA | Other assets | — | $1K – $15K |
| Mondi PLC (MONDF) (packaging and paper services) | Other assets | — | $1K – $15K |
| Prosus N.V. (PROSF) (internet based services) | Other assets | — | $1K – $15K |
| Facebook, Inc. FB | Other assets | — | $1K – $15K |
| Hyster-Yale Materials Handling, Inc. - Class A common stock (HY) (material handling equipment company) | Other assets | — | $1K – $15K |
| Hyster-Yale Materials Handling, Inc. - Class B common stock (material handling equipment company) | Other assets | — | $1K – $15K |
| Qualcomm, Inc. QCOM | Other assets | — | $1K – $15K |
| Amazon.com, Inc. AMZN | Other assets | — | $1K – $15K |
| Corning, Inc. GLW | Other assets | — | $1K – $15K |
| 3M Company MMM | Other assets | — | $1K – $15K |
| MTN Group Limited (MTNOF) (network information technology services) | Other assets | — | $1K – $15K |
| Walt Disney Company DIS | Other assets | — | $1K – $15K |
| Honeywell International, Inc. HON | Other assets | — | $1K – $15K |
| Naspers Limited (NAPRF) (consumer internet company) | Other assets | — | $1K – $15K |
| International Business Machines Corporation IBM | Other assets | — | $1K – $15K |
| Linde PLC LIN | Other assets | — | $1K – $15K |
| Apple, Inc. AAPL | Other assets | — | $1K – $15K |
| Amcor PLC AMCR | Other assets | — | $1K – $15K |
| CSX Corporation CSX | Other assets | — | $1K – $15K |
| Anglo American PLC (XCGNF) (base metals, precious metals, and minerals global mining company) | Other assets | — | $1K – $15K |
| Anglo American Platinum Limited (AGPPF) (platinum group metals, base metals, and precious metals mining company) | Other assets | — | $1K – $15K |
| Boeing Company BA | Other assets | — | $1K – $15K |
| BlackRock Technology Opportunities Fund - Institutional Shares BGSIX | Other assets | — | $1K – $15K |
| New Germany Fund, Inc. GF | Other assets | — | $1K – $15K |
| Goldman Sachs Capital Growth Fund - Institutional Shares GSPIX | Other assets | — | $1K – $15K |
| Lord Abbett Mid Cap Stock Fund - Class F LMCFX | Other assets | — | $1K – $15K |
| MFS Research Fund - Class I MRFIX | Other assets | — | $1K – $15K |
| BlackRock Health Sciences Opportunities Portfolio - Institutional Shares SHSSX | Other assets | — | $1K – $15K |
| Consulting business (self-employed), sole proprietorship (policy development advice to non-government organizations) | Spouse's assets | Spouse | Under $1K |
| Putnam Sustainable Leaders Fund - Class A PNOPX | Other assets | — | Under $1K |
| American Century Small Cap Growth Fund | Other assets | — | Under $1K |
| Abbvie, Inc. ABBV | Other assets | — | Under $1K |
| Abbott Laboratories ABT | Other assets | — | Under $1K |
| Archer-Daniels-Midland Company ADM | Other assets | — | Under $1K |
| Aflac, Inc. AFL | Other assets | — | Under $1K |
| Church & Dwight Company, Inc. CHD | Other assets | — | Under $1K |
| CVS Health Corporation CVS | Other assets | — | Under $1K |
| Emerson Electric Company EMR | Other assets | — | Under $1K |
| Eversource Energy ES | Other assets | — | Under $1K |
| General Electric Company GE | Other assets | — | Under $1K |
| Norsk Hydro ASA (NHYDY) (aluminium and renewable energy company) | Other assets | — | Under $1K |
| Nestle S.A. (NSRGY) (nutrition, health, and wellness company) | Other assets | — | Under $1K |
| Novartis International AG NVS | Other assets | — | Under $1K |
| Procter & Gamble Company PG | Other assets | — | Under $1K |
| Koninklijke Philips N.V. PHG | Other assets | — | Under $1K |
| Koninklijke DSM N.V. (RDSMY) (health, nutrition, and materials company) | Other assets | — | Under $1K |
| Waste Management, Inc. WM | Other assets | — | Under $1K |
| Xcel Energy, Inc. XEL | Other assets | — | Under $1K |
| Yara International ASA (YARIY) (chemical company) | Other assets | — | Under $1K |
| U.S. Treasury bills | Other assets | — | Under $1K |
Held at termination
14 positions · $3.1M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| SPDR S&P 500 ETF Trust SPY | Other assets | — | $1M – $5M | Over $1M |
| Vanguard 500 Index Fund ETF VOO | Other assets | — | $500K – $1M | Over $1M |
| U.S. brokerage money market account (cash) | Other assets | — | $1M – $5M | $250K – $500K |
| U.S. credit union (cash) | Other assets | — | $250K – $500K | $100K – $250K |
| SPDR S&P 500 ETF Trust SPY | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Vanguard 500 Index Fund ETF VOO | Spouse's assets | Spouse | $15K – $50K | $100K – $250K |
| City of Phoenix U.S. Large Cap Stock Portfolio | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard 500 Index Fund ETF VOO | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Ultra Series Fund - Large Cap Value Fund | Other assets | — | $15K – $50K | $15K – $50K |
| Ultra Series Fund - Mid Cap Fund | Other assets | — | $1K – $15K | $15K – $50K |
| American Funds EuroPacific Growth Fund - Class R6 RERGX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Phoenix Stable Income Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| City of Phoenix U.S. Mid Cap Stock Portfolio | Employment assets | Self | $1K – $15K | $1K – $15K |
| T. Rowe Price International Stock Fund | Other assets | — | $1K – $15K | $1K – $15K |
New positions
2 positions · $1.4M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| United States Treasury Bills | Other assets | — | Over $1M |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | Other assets | — | $250K – $500K |
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 |
|---|---|---|---|---|---|
| Wisconsin Retirement System, 401(a) plan: The Core Fund | Sell | $15K – $50K | Self | Nov 15, 2022 | filing ↗ |
| RLBGX American Funds American Balanced Fund Class R6 Shares | Sell | $1K – $15K | Self | Aug 24, 2022 | 58d late filing ↗ |
| DDVIX Delaware Value Fund Institutional Class Shares | Sell | $1K – $15K | Self | Aug 24, 2022 | 58d late filing ↗ |
| LSITX ClearBridge Large Cap Growth Fund Class IS Shares | Sell | $1K – $15K | Self | Aug 24, 2022 | 58d late filing ↗ |
| PESPX BNY Mellon Midcap Index Fund, Inc; Investor Class Shares | Sell | $1K – $15K | Self | Aug 24, 2022 | 58d late filing ↗ |
| RERGX American Funds EuroPacific Growth Fund Class R6 Shares | Sell | $1K – $15K | Self | Aug 24, 2022 | 58d late filing ↗ |
| Hyster-Yale Materials Handling, Inc. - Class B common stock (material handling equipment company) | Sell | $1K – $15K | Self | Nov 17, 2021 | filing ↗ |
| VOO Vanguard 500 Index Fund ETF Shares | Buy | $250K – $500K | Self | Aug 24, 2021 | 4d late filing ↗ |
| HGMCF Harmony Gold Mining Co. Limited | Sell | See Endnote | Self | Jun 30, 2021 | 12d late filing ↗ |
| XRX Xerox Holdings Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| TDC Teradata Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| TEL TE Connectivity Limited | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| KRE SPDR KBW Regional Banking ETF | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| REZI Resideo Technologies, Inc. | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| ODP ODP Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| NOC Northrop Grumman Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| GF New Germany Fund, Inc. | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| NCR NCR Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| MCOIF MultiChoice Group Limited | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| MTLHF Mitsubishi Chemical Holdings Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| MMP Magellan Midstream Partners, LP | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| LPX Louisiana Pacific Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| BTO John Hancock Financial Opportunities Fund | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| EWJ iShares MSCI Japan ETF | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| ACWX iShares MSCI ACWI ex U.S. ETF | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| FLR Fluor Corporation | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| DBD Diebold Nixdorf, Inc. | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| T AT&T, Inc. | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| AU AngloGold Ashanti Limited | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| AMP Ameriprise Financial, Inc. | Sell | See Endnote | Self | Jun 29, 2021 | 13d late filing ↗ |
| DIS Walt Disney Co. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| VZ Verizon Communications, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| VOO Vanguard S&P 500 ETF | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| SBUX Starbucks Corporation | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| SWK Stanley Black and Decker, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| XAR SPDR S&P Aerospace & Defense ETF | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| MDYV SPDR S&P 400 Mid Cap Value ETF | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| QCOM Qualcomm, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| PROSF Prosus N.V. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| SMDV ProShares Russell 2000 Dividend Growers ETF | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| PAYX Paychex, Inc. | Sell | $50K – $100K | Self | Jun 29, 2021 | 13d late filing ↗ |
| GF New Germany Fund, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| NAPRF Naspers Limited | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| MTNOF MTN Group Limited | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| MONDF Mondi, PLC | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| MFS Research Fund - Class A | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| LAVLX Lord Abbett Mid Cap Stock Fund - Class A | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| LIN Linde, PLC | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| ITB iShares U.S. Home Construction ETF | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| IBM International Business Machines Corporation | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| INTC Intel Corporation | Sell | $15K – $50K | Self | Jun 29, 2021 | 13d late filing ↗ |
| INGR Ingredion Incorporated | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| HY Hyster-Yale Materials Handling, Inc. - Class A | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| HON Honeywell International, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| HBB Hamilton Beach Brands Holding Co. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| GSPIX Goldman Sachs Capital Growth Fund - Institutional Share Class | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| FBHS Fortune Brands Home & Security, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| FB Facebook, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| DCI Donaldson Co., Inc. | Sell | $15K – $50K | Self | Jun 29, 2021 | 13d late filing ↗ |
| CSX CSX Corporation | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| GLW Corning, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| STZ Constellation Brands, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| CMCSA Comcast Corporation | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| BA Boeing Co. | Sell | $15K – $50K | Self | Jun 29, 2021 | 13d late filing ↗ |
| BGSIX BlackRock Technology Opportunities Fund - Institutional Shares | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| SHSSX BlackRock Health Sciences Opportunities Fund | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| AAPL Apple, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| AULGF AngloGold Ashanti Limited | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| Anglo American, PLC | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| AGPPF Anglo American Platinum Limited | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| AXP American Express Co. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| AMCR Amcor, PLC | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
| MMM 3M Co. | Sell | $1K – $15K | Self | Jun 29, 2021 | 13d late filing ↗ |
Asset holdings
Termination · filed —All positions
21 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| City of Phoenix, 457(b) plan | Self | — | — |
| American Funds EuroPacific Growth Fund - Class R6 RERGX | Self | $1K – $15K | — |
| Phoenix Stable Income Fund | Self | $1K – $15K | — |
| City of Phoenix U.S. Large Cap Stock Portfolio | Self | $15K – $50K | — |
| City of Phoenix U.S. Mid Cap Stock Portfolio | Self | $1K – $15K | — |
| IRA #1 | Spouse | — | — |
| Vanguard 500 Index Fund ETF VOO | Spouse | $15K – $50K | — |
| SPDR S&P 500 ETF Trust SPY | Spouse | $100K – $250K | — |
| IRA #2 | Spouse | — | — |
| Vanguard 500 Index Fund ETF VOO | Spouse | $100K – $250K | — |
| U.S. credit union (cash) | — | $100K – $250K | Dividends · $1K – $2.5K |
| CMFG Life Insurance Company, flexible premium variable universal life insurance policy (hybrid product) | — | — | — |
| Ultra Series Fund - Large Cap Value Fund | — | $15K – $50K | — |
| Ultra Series Fund - Mid Cap Fund | — | $15K – $50K | — |
| T. Rowe Price International Stock Fund | — | $1K – $15K | — |
| U.S. brokerage account | — | — | — |
| SPDR S&P 500 ETF Trust SPY | — | Over $1M | $15K – $50K |
| Vanguard 500 Index Fund ETF VOO | — | Over $1M | $15K – $50K |
| U.S. brokerage money market account (cash) | — | $250K – $500K | Interest · $5K – $15K |
| United States Treasury Bills | — | Over $1M | Interest · $50K – $100K |
| Vanguard Federal Money Market Fund Investor Shares VMFXX | — | $250K – $500K | Dividends · $15K – $50K |
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.