23trades · $208.5K est.
$6.8Mest. assets · Annual (2026)
Since nomination
Nominee 278 (01/14/2025) vs Annual (2026)Divested
9 positions · $546.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| HYPERX LOGIC, INC., (Company that manufactures low-power, high-performance, C-programmable processors for the embedded systems market) | Employment assets | Self | $100K – $250K |
| LATENT AI, INC. (AI Software Company) | Employment assets | Self | $100K – $250K |
| SHIELD AI (defense technology company that builds artificial intelligence (AI) systems) | Employment assets | Self | $50K – $100K |
| BLACKSTONE, INC. (Asset Management Firm) receivable for consulting services October and November 2024 | Employment assets | Self | $15K – $50K |
| US TRINITY ENERGY SERVICES (Contractor in the Energy Sector that Specializes in the Construction of Oil and Gas Transmission Pipelines) receivable for consulting fees for October and November 2024 | Employment assets | Self | $15K – $50K |
| AMERICAN GLOBAL STRATEGIES LLC (Strategic Advisory Firm) receivable for services provided 2024 | Employment assets | Self | $15K – $50K |
| ARCTOP, INC (Cognition Technology Company), unvested stock options | Employment assets | Self | $1K – $15K |
| ARCTOP, INC (Cognition Technology Company) | Employment assets | Self | $1K – $15K |
| ARCTOP, INC (Cognition Technology Company), vested stock options | Employment assets | Self | $1K – $15K |
Still holds
21 positions · $6.7M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| John Hancock Fixed Rate Annuity | Other assets | — | $1M – $5M | $1M – $5M |
| Prudential Fixed Rate Annuity | Other assets | — | $1M – $5M | $1M – $5M |
| US bank (cash) | Other assets | — | $50K – $100K | $250K – $500K |
| JPMorgan Betabuilders US Aggregate Bond ETF BBAG | Employment assets | Self | $15K – $50K | $15K – $50K |
| Drilling Tools International Corp DTI | Employment assets | Self | $15K – $50K | $15K – $50K |
| JPMorgan Active Growth ETF JGRO | Employment assets | Self | $1K – $15K | $15K – $50K |
| JPMorgan Active Value ETF JAVA | Employment assets | Self | $1K – $15K | $15K – $50K |
| JPMorgan BetaBuilders US Equity ETF BBUS | Employment assets | Self | $1K – $15K | $15K – $50K |
| JPMorgan Core Plus Bond ETF JCPB | Employment assets | Self | $1K – $15K | $15K – $50K |
| JPMorgan BetaBuilders US Equity ETF BBUS | Spouse's assets | Spouse | Under $1K | $15K – $50K |
| JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC | Employment assets | Self | $15K – $50K | $1K – $15K |
| Fidelity Government Cash Reserves FDRXX | Employment assets | Self | $1K – $15K | $1K – $15K |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC | Employment assets | Self | $1K – $15K | $1K – $15K |
| Michele Ratcliffe PLLC (legal Services) | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| JPMorgan Active Growth ETF JGRO | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| JPMorgan Active Value ETF JAVA | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| JPMorgan Betabuilders US Aggregate Bond ETF BBAG | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| JPMorgan Core Plus Bond ETF JCPB | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Fidelity Government Cash Reserves FDRXX | Spouse's assets | Spouse | Under $1K | $1K – $15K |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC | Spouse's assets | Spouse | Under $1K | $1K – $15K |
New positions
6 positions · $72.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| JP Morgan Active Bond ETF JBND | Employment assets | Self | $15K – $50K |
| JP Morgan Active Bond ETF JBND | Spouse's assets | Spouse | $1K – $15K |
| JP Morgan Exchange Traded FD Income EFT JPIE | Employment assets | Self | $1K – $15K |
| JP Morgan Exchange Traded FD Income ETF JPIE | Spouse's assets | Spouse | $1K – $15K |
| JP Morgan Exchange Traded FD Beta Builders USD BBHY | Employment assets | Self | $1K – $15K |
| JP Morgan Exchange Traded FD Beta Builders USD BBHY | Spouse's assets | Spouse | $1K – $15K |
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 |
|---|---|---|---|---|---|
| JBND JP Morgan Active Bond EFT | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| JGRO JPMorgan Active Growth ETF | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| BBHY JPMorgan Exchange Traded FD BetaBuilders USD | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| JCPB JPMorgan Core Plus Bond ETF | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| BBUS JPMorgan BetaBuilders US Equity ETF | Buy | $15K – $50K | — | Dec 29, 2025 | filing ↗ |
| BBMC JPMorgan BetaBuilders US Mid Cap Equity ETF | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| BBAG JPMorgan Betabuilders US Aggregate Bond ETF | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| JAVA JPMorgan Active Value ETF | Buy | $1K – $15K | — | Dec 29, 2025 | filing ↗ |
| JBND JP Morgan Active Bond EFT | Buy | $1K – $15K | — | Sep 25, 2025 | filing ↗ |
| JGRO JPMorgan Active Growth ETF | Sell | $1K – $15K | — | Sep 25, 2025 | filing ↗ |
| JCPB JPMorgan Core Plus Bond ETF | Buy | $1K – $15K | — | Sep 25, 2025 | filing ↗ |
| BBUS JPMorgan BetaBuilders US Equity ETF | Sell | $1K – $15K | — | Sep 25, 2025 | filing ↗ |
| BBAG JPMorgan Betabuilders US Aggregate Bond ETF | Buy | $1K – $15K | — | Sep 25, 2025 | filing ↗ |
| JPIE JP Morgan Exchange Traded FD Income ETF | Sell | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| BBHY JPMorgan Exchange Traded FD BetaBuilders USD | Buy | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| BBUS JPMorgan BetaBuilders US Equity ETF | Buy | $1K – $15K | — | Apr 11, 2025 | filing ↗ |
| BBUS JPMorgan BetaBuilders US Equity ETF | Buy | $1K – $15K | — | Mar 26, 2025 | filing ↗ |
| BBAG JPMorgan Betabuilders US Aggregate Bond ETF | Sell | $1K – $15K | — | Mar 26, 2025 | filing ↗ |
| JBND JPMorgan Active Bond ETF | Sell | $1K – $15K | — | Mar 26, 2025 | filing ↗ |
| JGRO JPMorgan Active Growth ETF | Buy | $1K – $15K | — | Mar 26, 2025 | filing ↗ |
| JCPB JPMorgan Core Plus Bond ETF | Sell | $1K – $15K | — | Mar 26, 2025 | filing ↗ |
| JPIE JPMorgan Exchange Traded FD Income ETF | Buy | $1K – $15K | — | Mar 26, 2025 | filing ↗ |
Asset holdings
Annual (2026) · filed —All positions
38 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| America First Policy Institute | Self | — | Salary · $5K |
| The Heritage Foundation | Self | — | Salary · $4K |
| PARADIGM OPERATIONS LP (Venture Capital Firm that invests in crypto currency) | Self | — | Advisory Fees · $11K |
| SEP IRA | Self | — | — |
| Fidelity Government Cash Reserves FDRXX | Self | $1K – $15K | — |
| JPMorgan Active Growth ETF JGRO | Self | $15K – $50K | — |
| JPMorgan Active Value ETF JAVA | Self | $15K – $50K | — |
| JPMorgan Betabuilders US Aggregate Bond ETF BBAG | Self | $15K – $50K | — |
| JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC | Self | $1K – $15K | — |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC | Self | $1K – $15K | — |
| JPMorgan BetaBuilders US Equity ETF BBUS | Self | $15K – $50K | — |
| JPMorgan Core Plus Bond ETF JCPB | Self | $15K – $50K | — |
| JP Morgan Exchange Traded FD Income EFT JPIE | Self | $1K – $15K | — |
| JP Morgan Active Bond ETF JBND | Self | $15K – $50K | — |
| JP Morgan Exchange Traded FD Beta Builders USD BBHY | Self | $1K – $15K | — |
| Starlight Futures LLC | Self | — | Salary and Draw · $190.6K |
| BLACKSTONE, INC. (Asset Management Firm) | Self | — | Consulting Fees · $60K |
| US TRINITY ENERGY SERVICES (Contractor in the Energy Sector that Specializes in the Construction of Oil and Gas Transmission Pipelines) | Self | — | Consulting Fees · $91.1K |
| PEROT JAIN LP (Venture Capital Firm) | Self | — | Consulting Fees · $16.5K |
| AMERICAN GLOBAL STRATEGIES LLC (Strategic Advisory Firm) | Self | — | Consulting Fees · $3K |
| Drilling Tools International Corp DTI | Self | $15K – $50K | — |
| Lamberth Ratcliffe Covington PLLC (law Firm) | Spouse | — | salary, bonus |
| Michele Ratcliffe PLLC (legal Services) | Spouse | $1K – $15K | salary |
| SEP - IRA | Spouse | — | — |
| Fidelity Government Cash Reserves FDRXX | Spouse | $1K – $15K | — |
| JPMorgan Active Growth ETF JGRO | Spouse | $1K – $15K | — |
| JPMorgan Active Value ETF JAVA | Spouse | $1K – $15K | — |
| JPMorgan Betabuilders US Aggregate Bond ETF BBAG | Spouse | $1K – $15K | — |
| JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC | Spouse | $1K – $15K | — |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC | Spouse | $1K – $15K | — |
| JPMorgan BetaBuilders US Equity ETF BBUS | Spouse | $15K – $50K | — |
| JPMorgan Core Plus Bond ETF JCPB | Spouse | $1K – $15K | — |
| JP Morgan Exchange Traded FD Income ETF JPIE | Spouse | $1K – $15K | — |
| JP Morgan Active Bond ETF JBND | Spouse | $1K – $15K | — |
| JP Morgan Exchange Traded FD Beta Builders USD BBHY | Spouse | $1K – $15K | — |
| John Hancock Fixed Rate Annuity | — | $1M – $5M | Cash distributions · $90K |
| Prudential Fixed Rate Annuity | — | $1M – $5M | Cash distributions · $90K |
| US bank (cash) | — | $250K – $500K | Interest · $5K – $15K |
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.