30trades · $2.4M est.
$7.3Mest. assets · Termination
Since nomination
Nominee 278 (01/09/2023) vs TerminationDivested
10 positions · $9.1M est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Mastercard Unvested Restricted Stock Units | Employment assets | Self | $1M – $5M |
| Mastercard Unvested Performance Share Units | Employment assets | Self | $1M – $5M |
| T. Rowe Price, vested restricted stock units | Employment assets | Self | $500K – $1M |
| Mastercard Stock | Employment assets | Self | $500K – $1M |
| Mastercard Anticipated Bonus for 2022 (to be paid in February 2023) | Employment assets | Self | $500K – $1M |
| USAA 500 Index Reward | Employment assets | Self | $100K – $250K |
| USAA Target Retirement 2035 | Employment assets | Self | $100K – $250K |
| T. Rowe Price, unvested restricted stock units | Employment assets | Self | $100K – $250K |
| Money Market Account | Other assets | — | $100K – $250K |
| Money Market Account | Other assets | — | $100K – $250K |
Held at termination
13 positions · $1.4M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Employment assets | Self | $100K – $250K | $250K – $500K |
| T. Rowe Price Retirement 2035 Fund | Employment assets | Self | $100K – $250K | $100K – $250K |
| Verma & Waters LLP (Legal Services) | Spouse's assets | Spouse | $100K – $250K | $100K – $250K |
| Money Market Account | Other assets | — | $100K – $250K | $100K – $250K |
| State Street Target Retirement Fund 2035 | Employment assets | Self | $50K – $100K | $100K – $250K |
| U.S. bank (cash) | Other assets | — | $500K – $1M | $50K – $100K |
| Fidelity Asset Manager 50% | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| T. Rowe Price Balanced Portfolio | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Portfolio 2027 | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Balanced Portfolio | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Portfolio 2027 | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Balanced Portfolio | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Portfolio 2024 | Other assets | — | $15K – $50K | $15K – $50K |
New positions
14 positions · $5.9M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| U.S. Treasuries | Other assets | — | $1M – $5M |
| Victory 500 Index Reward SHRS USPRX | Employment assets | Self | $250K – $500K |
| MFS Core Equity Fund Class I Shares MRGRX | Other assets | — | $250K – $500K |
| Putnam Core Equity Y PMYX | Other assets | — | $250K – $500K |
| American Funds Growth Portfolio Class F2 Shares GWPEX | Other assets | — | $250K – $500K |
| DWS Core Equity Fund Institutional Class Shares SUWIX | Other assets | — | $250K – $500K |
| Money Market Portfolio | Other assets | — | $100K – $250K |
| Federated HRMS Prime CS OBL WS PCOXX | Employment assets | Self | $100K – $250K |
| Invesco Equally-Weighted S&P 500 Fund Cl Y Shs VADDX | Other assets | — | $100K – $250K |
| American Mutual Fund Class F2 Shares AMRFX | Other assets | — | $100K – $250K |
| Bank Deposit Program BDPS | Other assets | — | $100K – $250K |
| Money Market Portfolio | Other assets | — | $50K – $100K |
| Victory Trgt Retrmnt 2040 FD URFRX | Employment assets | Self | $50K – $100K |
| Cash | Other assets | — | $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 |
|---|---|---|---|---|---|
| GWPEX AMERICAN GROWTH F2 REINVESTMENT | Buy | $1K – $15K | — | Dec 27, 2024 | filing ↗ |
| GWPEX AMERICAN GROWTH F2 REINVESTMENT | Buy | $15K – $50K | — | Dec 27, 2024 | filing ↗ |
| URFRX VICTORY TRGT RTRMNT 2040 FD REINVESTMENT | Buy | $1K – $15K | — | Dec 20, 2024 | filing ↗ |
| URFRX VICTORY TRGT RTRMNT 2040 FD REINVESTMENT | Buy | $1K – $15K | — | Dec 18, 2024 | filing ↗ |
| MRGRX MFS CORE EQUITY I REINVESTMENT | Buy | $1K – $15K | — | Dec 17, 2024 | filing ↗ |
| MRGRX MFS CORE EQUITY I REINVESTMENT | Buy | $15K – $50K | — | Dec 17, 2024 | filing ↗ |
| MRGRX MFS CORE EQUITY I REINVESTMENT | Buy | $1K – $15K | — | Dec 17, 2024 | filing ↗ |
| SUWIX DWS CORE EQUITY INST REINVESTMENT | Buy | $15K – $50K | — | Dec 16, 2024 | filing ↗ |
| USPRX VICTORY 500 INDEX REWARD SHRS REINVESTMENT | Buy | $1K – $15K | — | Dec 13, 2024 | filing ↗ |
| PMYYX PUTNAM CORE EQUITY Y REINVESTMENT | Buy | $1K – $15K | — | Dec 5, 2024 | filing ↗ |
| PMYYX PUTNAM CORE EQUITY Y REINVESTMENT | Buy | $1K – $15K | — | Dec 5, 2024 | filing ↗ |
| PCOXX Federated HRMS Prime CS OBL WS | Buy | $100K – $250K | — | Nov 7, 2024 | filing ↗ |
| USAA Target Retirement 2035 | Sell | $100K – $250K | — | Nov 7, 2024 | filing ↗ |
| Victory 500 Index Reward | Sell | $100K – $250K | — | Nov 7, 2024 | filing ↗ |
| AMRFX American Mutual Fund Class F2 Shares | Sell | $100K – $250K | — | Oct 16, 2024 | filing ↗ |
| VADDX INVESCO EQUAL WGHTD S&P 500 Y | Sell | $100K – $250K | — | Oct 16, 2024 | filing ↗ |
| GWPEX American Funds Growth Portfolio Class F2 Shares | Buy | $15K – $50K | — | Jul 18, 2024 | filing ↗ |
| PMYYX PUTNAM CORE EQUITY Y | Buy | $50K – $100K | — | Jul 18, 2024 | filing ↗ |
| SUWIX DWS Core Equity Fund Institional Class Shares | Buy | $15K – $50K | — | Jul 18, 2024 | filing ↗ |
| MRGRX MFS Core Equity Fund Class I Shares | Buy | $15K – $50K | — | Jul 18, 2024 | filing ↗ |
| AMRFX American Mutual Fund Class F2 Shares | Buy | $15K – $50K | — | Jul 18, 2024 | filing ↗ |
| VADDX INVESCO EQUAL WGHTD S&P 500 Y | Buy | $15K – $50K | — | Jul 18, 2024 | filing ↗ |
| AMRFX American Mutual Fund Class F2 Shares | Sell | $15K – $50K | — | Jan 30, 2024 | filing ↗ |
| VADDX INVESCO EQUAL WGHTD S&P 500 Y | Sell | $15K – $50K | — | Jan 30, 2024 | filing ↗ |
| SUWIX DWS Core Equity Fund Institional Class Shares | Buy | $100K – $250K | — | May 2, 2023 | filing ↗ |
| AMRFX American Mutual Fund Class F2 Shares | Buy | $100K – $250K | — | May 2, 2023 | filing ↗ |
| GWPEX American Funds Growth Portfolio Class F2 Shares | Buy | $100K – $250K | — | May 2, 2023 | filing ↗ |
| PMYX Putnam Core Equity Y | Buy | $100K – $250K | — | May 2, 2023 | filing ↗ |
| MRGRX MFS Core Equity Fund Class I Shares | Buy | $100K – $250K | — | May 1, 2023 | filing ↗ |
| VADDX Invesco Equally-Weighted S&P 500 Fund Cl Y Shs | Buy | $100K – $250K | — | May 1, 2023 | filing ↗ |
Asset holdings
Termination · filed —All positions
37 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Mastercard, 401(k) plan: | Self | — | — |
| State Street Target Retirement Fund 2035 | Self | $100K – $250K | — |
| Steptoe & Johnson LLP, 401(k) plan: | Self | — | — |
| Vanguard Target Retirement 2035 | Self | $250K – $500K | — |
| The Asia Group, 401(k) plan: | Self | — | — |
| T. Rowe Price Retirement 2035 Fund | Self | $100K – $250K | — |
| Traditional IRA | Self | — | — |
| Victory 500 Index Reward SHRS USPRX | Self | $250K – $500K | $5K – $15K |
| SEP IRA | Self | — | — |
| Victory Trgt Retrmnt 2040 FD URFRX | Self | $50K – $100K | $2.5K – $5K |
| Federated HRMS Prime CS OBL WS PCOXX | Self | $100K – $250K | — |
| Verma & Waters LLP (Legal Services) | Spouse | $100K – $250K | legal fees (solo legal practice) |
| Verma & Waters Self Employed 401(k) | Spouse | — | — |
| Fidelity Asset Manager 50% | Spouse | $50K – $100K | — |
| U.S. bank (cash) | — | $50K – $100K | Interest · $1K – $2.5K |
| 529 College Savings Plan of Maryland Account 1 | — | — | Distributions · $90.8K |
| T. Rowe Price Balanced Portfolio | — | $15K – $50K | — |
| T. Rowe Price Portfolio 2027 | — | $15K – $50K | — |
| Money Market Portfolio | — | $50K – $100K | — |
| 529 College Savings Plan of Maryland Account 2 | — | — | — |
| T. Rowe Price Balanced Portfolio | — | $15K – $50K | — |
| T. Rowe Price Portfolio 2027 | — | $15K – $50K | — |
| Money Market Account | — | $100K – $250K | — |
| 529 College Savings Plan of Maryland Account 3 | — | — | — |
| T. Rowe Price Balanced Portfolio | — | $15K – $50K | — |
| T. Rowe Price Portfolio 2024 | — | $15K – $50K | — |
| Money Market Portfolio | — | $100K – $250K | — |
| Brokerage Account #1 | — | — | — |
| U.S. Treasuries | — | $1M – $5M | Interest · $5K – $15K |
| Invesco Equally-Weighted S&P 500 Fund Cl Y Shs VADDX | — | $100K – $250K | $5K – $15K |
| MFS Core Equity Fund Class I Shares MRGRX | — | $250K – $500K | $15K – $50K |
| Putnam Core Equity Y PMYX | — | $250K – $500K | Capital Gains Dividends · $5K – $15K |
| American Funds Growth Portfolio Class F2 Shares GWPEX | — | $250K – $500K | $15K – $50K |
| American Mutual Fund Class F2 Shares AMRFX | — | $100K – $250K | $5K – $15K |
| DWS Core Equity Fund Institutional Class Shares SUWIX | — | $250K – $500K | $15K – $50K |
| Cash | — | $1K – $15K | Interest · $2.5K – $5K |
| Bank Deposit Program BDPS | — | $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.