Michael R Pompeo
Northern Instl Government Select Money Market Fund × 2 DFA US Large Cap Value Fund × 1 Fidelity Government Portfolio Instl Class × 1 JP Morgan Equity Income Fund × 1 JP Morgan Large Cap Growth Fund × 1 T Rowe Price Mid-Cap Growth Fund × 1 view in graph
9trades · $121K est.
$506.5Kest. assets · Termination
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Fidelity Government Portfolio Instl Class | Buy | $1K – $15K | — | Dec 31, 2020 | filing ↗ |
| T Rowe Price Mid-Cap Growth Fund | Buy | $1K – $15K | — | Dec 15, 2020 | filing ↗ |
| JP Morgan Large Cap Growth Fund | Buy | $1K – $15K | — | Dec 14, 2020 | filing ↗ |
| Northern Instl Government Select Money Market Fund | Sell | $1K – $15K | — | Sep 22, 2020 | filing ↗ |
| Vanguard Real Estate Index Fund Admiral Shares | Sell | $1K – $15K | — | May 19, 2020 | filing ↗ |
| DFA US Large Cap Value Fund | Sell | $15K – $50K | — | May 19, 2020 | filing ↗ |
| Northern Instl Government Select Money Market Fund | Buy | $1K – $15K | — | May 19, 2020 | filing ↗ |
| Cohen & Steers Realty Shares Instl Class | Buy | $1K – $15K | — | May 19, 2020 | filing ↗ |
| JP Morgan Equity Income Fund | Buy | $15K – $50K | — | May 19, 2020 | filing ↗ |
Asset holdings
Termination · filed —All positions
22 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Vanguard Prime Money Market IRA | Self | $1K – $15K | — |
| IRA Account | Spouse | — | — |
| JP Morgan Large Cap Growth Fund | Spouse | $15K – $50K | — |
| Vanguard Growth Index ADM | Spouse | $15K – $50K | — |
| Dodge & Cox Income DODIX | Spouse | $15K – $50K | — |
| Palmer Square Income Plus | Spouse | $1K – $15K | — |
| T Rowe Price Mid Cap Growth | Spouse | $15K – $50K | — |
| Principal Spectrum Preferred and Capital Securities Income Fund Instl | Spouse | $1K – $15K | — |
| Delaware Value | Spouse | $15K – $50K | — |
| DFA US Small Cap | Spouse | $1K – $15K | — |
| Guggenheim Total Return Bond Instl | Spouse | $1K – $15K | — |
| Invesco Oppenheimer Developing Markets I | Spouse | $1K – $15K | — |
| MFS International Value R6 | Spouse | $1K – $15K | — |
| Fidelity U.S. Bond Index Fund Institutional Premium Class | Spouse | $15K – $50K | — |
| American Funds EuroPacific Gr F-2 AEPFX | Spouse | $1K – $15K | — |
| Clearbridge International Growth Fund Class IS | Spouse | $1K – $15K | — |
| MFS Mid Cap Value Fund R6 | Spouse | $1K – $15K | — |
| Cohen & Steers Realty Shares Instl Class | Spouse | $1K – $15K | — |
| JP Morgan Equity Income Fund | Spouse | $15K – $50K | — |
| Fidelity Government Portfolio Instl Class | Spouse | $1K – $15K | — |
| Northwestern Mutual Life Insurance (whole life) | — | $1K – $15K | — |
| US bank account #1 (cash account) | — | $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.