P
Penny Schwinn
0trades
$14.7Mest. assets · Nominee 278 (05/12/2025)
No published trades on file.
Asset holdings
Nominee 278 (05/12/2025) · filed May 12, 2025All positions
59 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Bexley Group, LLC (Single member LLC for contracting work income) | Self | $1M – $5M | — |
| Soliant Health LLC (staffing company) | Self | — | Advisory board member fees · $30.7K |
| TVG-MGT (education services) | Self | — | Advisory board member fees · $155.7K |
| Edmentum Inc (online learning provider) | Self | — | Advisory board member fees · $125K |
| Really Great Reading (reading instructional materials) | Self | — | Board member fees · $125K |
| The Walton Family Foundation | Self | — | Consulting/advis ory fees · $250K |
| Vistria PRG, LLC (private equity) | Self | — | Stipend · $30K |
| Chiefs for Change (district and state leader network) | Self | — | Consulting fees · $499.7K |
| Noble Education Initiative Inc (public charter schools) | Self | — | Consulting fees · $2.1K |
| Catalyst Education (nonprofit technical assistance) | Self | — | Consulting fees · $2.6K |
| American Enterprise Institute - 06/17/2024 | Self | — | Honorarium · $6K |
| Georgetown University - 02/21/2024 | Self | — | Honorarium · $1K |
| Georgetown University - 11/20/2024 | Self | — | Honorarium · $1K |
| N2Y LLC - 01/18/2024 | Self | — | Honorarium · $3K |
| PLSchwinn LLC (Single member LLC for contracting work income) | Self | $500K – $1M | — |
| MCEL, Inc. (non-profit network) | Self | — | Contracting services on grant · $647.6K |
| 38 Ventures LLC (LLC partnership for investments) | Self | — | — |
| 1Vision (copy services) | Self | $50K – $100K | — |
| Commercial real estate, Nashville, TN | Self | $1M – $5M | Rent or Royalties · $100K – $1M |
| Residential real estate, Nashville, TN | Self | $500K – $1M | — |
| HealthBreak (health and wellness) | Self | $15K – $50K | — |
| LionShare (restaurant/hospitality) | Self | $100K – $250K | — |
| Odyssey (school choice support) | Self | $15K – $50K | — |
| SmartSort (waste bin technology) | Self | $15K – $50K | — |
| PowerPoll (local polling), convertible note | Self | $15K – $50K | — |
| BHA Strategy (consulting firm) | Self | — | Consulting fees · $3.5K |
| University of Florida | Self | — | Salary · $284K |
| CA State Retirement System, defined benefit plan (value not readily ascertainable): eligible for $2840 per year at age 60 | Self | — | — |
| State of Tennessee 401k | Self | — | — |
| Vanguard Target Retirement 2045 Fund Investor Class Shares VTIVX | Self | $100K – $250K | — |
| State of Tennessee 457 | Self | — | — |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Self | $100K – $250K | — |
| Dodge & Cox Income Fund Class X DOXIX | Self | $15K – $50K | — |
| Tennessee Stable Value Fund | Self | $1K – $15K | — |
| Vanguard Institutional Index VIIIX | Self | $1K – $15K | — |
| Tennessee Treasury Managed Fund | Self | $1K – $15K | — |
| DFA International Value I DFIVX | Self | $1K – $15K | — |
| Virtus NFJ Large-Cap Value ANVIX | Self | $1K – $15K | — |
| Fidelity OTC K6 Portfolio FOKFX | Self | $1K – $15K | — |
| State of Texas, 401K plan | Self | — | — |
| BlackRock LifePath Index 2045 F | Self | $50K – $100K | — |
| State of Delaware, 401K plan | Self | — | — |
| American Funds 2025 Target Date Retirement Fund Class A Shares AADTX | Self | $50K – $100K | — |
| Brighthouse Retirement Baltimore City Public School, deferred compensation: | Self | — | — |
| Fidelity VIP Equity-Income Portfolio | Self | $1K – $15K | — |
| Brighthouse Small Cap Value Portfolio | Self | $1K – $15K | — |
| Fidelity VIP Mid Cap Portfolio | Self | $1K – $15K | — |
| State of Florida, defined benefit plan (unvested) (value not readily ascertainable) | Self | — | — |
| Amira Learning (online literacy program) | Self | $15K – $50K | — |
| TVG-MGT Holdings, LP (TVG-MGT), vested incentive units | Self | $500K – $1M | — |
| TVG-Edmentum Holdings LLC (Edmentum Inc.), vested incentive units | Self | $100K – $250K | — |
| TVG-RGR Holdings, LP (Really Great Reading), vested incentive units | Self | $500K – $1M | — |
| TVG-Soliant Holdings, LP (Soliant Health LLC), vested incentive units (anticipated cash payout) | Self | $100K – $250K | — |
| TVG-Soliant Holdings, LP (Soliant Health LLC), unvested incentive units | Self | $500K – $1M | — |
| BHA Strategy, anticipated referral fee commission | Self | $250K – $500K | — |
| TVG-Edmentum Holdings LLC (Edmentum Inc.), unvested incentive units | Self | $100K – $250K | — |
| TVG-RGR Holdings, LP (Really Great Reading), unvested incentive units | Self | $50K – $100K | — |
| Residential real estate, Sacramento, CA | — | Under $1K | Rent or Royalties · $15K – $50K |
| Residential real estate, Orange Beach, AL | — | $1M – $5M | Rent or Royalties · $100K – $1M |
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.