David Turk
Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2033 × 3 POEYX × 2 Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2027 × 2 Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2036 × 2 Empower Lifetime 2035 Fund × 1 Catalyst Partners Retirement Plan -- 401k; Principal × 1 view in graph
18trades · $168.5K est.
$250.5Kest. assets · Termination
Since nomination
Nominee 278 (02/18/2021) vs TerminationDivested
5 positions · $598.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Residential real estate, Kensington, Maryland | Other assets | — | $250K – $500K |
| International Energy Agency / OECD, cash balance pension plan | Employment assets | Self | $100K – $250K |
| Credit du Nord (cash) | Other assets | — | $15K – $50K |
| Portfolio 2027 (1) | Other assets | — | $1K – $15K |
| Portfolio 2027 (2) | Other assets | — | $1K – $15K |
Held at termination
6 positions · $97K est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Principal LargeCap S&P 500 Index R5 Fund | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| Portfolio 2033 | Other assets | — | $1K – $15K | $15K – $50K |
| U.S. Bank #1 (cash) | Other assets | — | $15K – $50K | $1K – $15K |
| Principal Calvert Balanced I Fund | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Principal SmallCap S&P 600 Index R5 Fund | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Principal Calvert International Equity I Fund | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
New positions
10 positions · $153.5K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Portfolio 2027 | Other assets | — | $15K – $50K |
| Equity | Other assets | — | $15K – $50K |
| Portfolio 2036 | Other assets | — | $15K – $50K |
| Principal Guaranteed Option Fund | Spouse's assets | Spouse | $1K – $15K |
| Vanguard Equity-Income Adm Fund | Spouse's assets | Spouse | $1K – $15K |
| Principal Global Emerging Markets Separate Account | Spouse's assets | Spouse | $1K – $15K |
| U.S. Bank #1 (cash) | Other assets | — | $1K – $15K |
| U.S. Bank #2 (cash) | Other assets | — | $1K – $15K |
| Principal Core Plus Bond Fund Institutional Class Shares PMSIX | Spouse's assets | Spouse | $1K – $15K |
| Fidelity Advance Growth Opportunity Z Fund FZAHX | 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 |
|---|---|---|---|---|---|
| Principal Global Emerging Markets Separate Acct Fund | Buy | $1K – $15K | — | Dec 30, 2024 | filing ↗ |
| POEYX Principal OriginEmerging Markets Fund Class A Shares | Sell | $1K – $15K | — | Dec 30, 2024 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2033 | Sell | $1K – $15K | — | Dec 9, 2024 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2027 | Sell | $1K – $15K | — | Dec 9, 2024 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Equity | Sell | $1K – $15K | — | Dec 9, 2024 | filing ↗ |
| VEIRX Vanguard Equity Income Fund Admiral Shares | Buy | $1K – $15K | — | Jul 1, 2024 | filing ↗ |
| PEIIX Principal Equity Income Fund Institutional Class Shares | Sell | $1K – $15K | — | Jul 1, 2024 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2033 | Buy | $1K – $15K | — | Nov 20, 2023 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2027 | Buy | $1K – $15K | — | Nov 20, 2023 | filing ↗ |
| POEYX Principal OriginEmerging Markets Fund Class A Shares | Buy | $1K – $15K | — | Jan 1, 2023 | filing ↗ |
| PMSIX Principal Core Plus Bond Fund Institutional Class Shares | Buy | $1K – $15K | — | Jan 1, 2023 | filing ↗ |
| Principal Guaranteed Option Fund | Buy | $1K – $15K | — | Jan 1, 2023 | filing ↗ |
| Empower Lifetime 2035 Fund | Sell | $1K – $15K | — | Jan 1, 2023 | filing ↗ |
| Catalyst Partners Retirement Plan -- 401k; Principal | Buy | $1K – $15K | — | Jan 1, 2023 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2033 | Buy | $1K – $15K | — | Jan 18, 2022 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2036 | Buy | $1K – $15K | — | Jan 18, 2022 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan -- Portfolio 2036 | Buy | $1K – $15K | — | Jan 10, 2022 | filing ↗ |
| Maryland Senator Edward Kasemeyer College Investment Plan - Equity Portfolio | Buy | $15K – $50K | — | Dec 27, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
20 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| U.S. Green Building Council 401(k) | Spouse | — | — |
| Principal Calvert Balanced I Fund | Spouse | $1K – $15K | — |
| Principal LargeCap S&P 500 Index R5 Fund | Spouse | $15K – $50K | — |
| Principal SmallCap S&P 600 Index R5 Fund | Spouse | $1K – $15K | — |
| Principal Calvert International Equity I Fund | Spouse | $1K – $15K | — |
| Catalyst Partners, LLC | Spouse | — | Salary |
| Catalyst Partners Retirement Plan -- 401k; Principal | Spouse | — | — |
| Principal Guaranteed Option Fund | Spouse | $1K – $15K | — |
| Principal Core Plus Bond Fund Institutional Class Shares PMSIX | Spouse | $1K – $15K | — |
| Fidelity Advance Growth Opportunity Z Fund FZAHX | Spouse | $1K – $15K | — |
| Vanguard Equity-Income Adm Fund | Spouse | $1K – $15K | — |
| Principal Global Emerging Markets Separate Account | Spouse | $1K – $15K | — |
| Maryland Senator Edward Kasemeyer College Investment Plan | — | — | — |
| Portfolio 2027 | — | $15K – $50K | — |
| Equity | — | $15K – $50K | — |
| Portfolio 2033 | — | $15K – $50K | — |
| Portfolio 2036 | — | $15K – $50K | — |
| U.S. Bank #1 (cash) | — | $1K – $15K | Interest · $201 – $1K |
| U.S. Bank #1 (cash) | — | $1K – $15K | — |
| U.S. Bank #2 (cash) | — | $1K – $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.