Kevin Warsh
Aven × 2 Bessemer Venture Associates XI, L.P. × 1 Bessemer Ventures Associates VIII LP × 1 Bessemer Ventures Associates XII LP × 1 DCM Investments 09 × 1 Arcana Analytics, Inc. × 1 view in graph
65trades · $47.5M est.
3%
disclosed on time · 63 late, worst 31d over
$257.3Mest. assets · Nominee 278 (04/10/2026)
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Goat Growth Fund II LP | Sell | $100K – $250K | Self | Aug 3, 2026 | filing ↗ |
| Arcana Analytics, Inc. | Sell | $1M – $5M | Self | Aug 3, 2026 | filing ↗ |
| THSDFS LLC - Series 58 | Sell | $15K – $50K | Self | Jul 14, 2026 | 7d late filing ↗ |
| THSDFS LLC - Series 52 | Sell | $50K – $100K | Self | Jul 14, 2026 | 7d late filing ↗ |
| THSDFS LLC - Series 06 | Sell | $250K – $500K | Self | Jul 14, 2026 | 7d late filing ↗ |
| THSDFS LLC - Series 64 | Sell | $100K – $250K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 63 | Sell | $50K – $100K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 59 | Sell | $500K – $1M | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 55 | Sell | $15K – $50K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 51 | Sell | $500K – $1M | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 49 | Sell | $100K – $250K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 46 | Sell | $100K – $250K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 45 | Sell | $50K – $100K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 44 | Sell | $250K – $500K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 43 | Sell | $250K – $500K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 41 | Sell | $100K – $250K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 40 | Sell | $15K – $50K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 33 | Sell | $50K – $100K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 29 | Sell | $100K – $250K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 21 | Sell | $100K – $250K | Self | Jun 23, 2026 | 4d late filing ↗ |
| THSDFS LLC - Series 02 | Sell | $500K – $1M | Self | Jun 23, 2026 | 4d late filing ↗ |
| Hebbia Inc. | Sell | $100K – $250K | Self | Jun 4, 2026 | 23d late filing ↗ |
| Aven | Buy | $100K – $250K | Self | Jun 4, 2026 | 23d late filing ↗ |
| Aven | Sell | $1M – $5M | Self | Jun 4, 2026 | 23d late filing ↗ |
| THSDFS LLC - Series 72 | Sell | $100K – $250K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 61 | Sell | $100K – $250K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 50 | Sell | $250K – $500K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 38 | Sell | $250K – $500K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 22 | Sell | $1K – $15K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 18 | Sell | $1M – $5M | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 09 | Sell | $1K – $15K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 08 | Sell | $15K – $50K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 07 | Sell | $250K – $500K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 04 | Sell | $100K – $250K | Self | Jun 3, 2026 | 24d late filing ↗ |
| THSDFS LLC - Series 03 | Sell | $1K – $15K | Self | Jun 3, 2026 | 24d late filing ↗ |
| DCM Investments 09 | Sell | $100K – $250K | Self | Jun 3, 2026 | 24d late filing ↗ |
| Lansing Management Onshore LP | Sell | $1M – $5M | Self | May 31, 2026 | 27d late filing ↗ |
| Bessemer Ventures Associates XII LP | Sell | $100K – $250K | Self | May 29, 2026 | 29d late filing ↗ |
| Bessemer Ventures Associates VIII LP | Sell | $100K – $250K | Self | May 29, 2026 | 29d late filing ↗ |
| Bessemer Venture Associates XI, L.P. | Sell | $1M – $5M | Self | May 29, 2026 | 29d late filing ↗ |
| THSDFS LLC - Series 67 | Sell | $15K – $50K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 66 | Sell | $15K – $50K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 60 | Sell | $250K – $500K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 57 | Sell | $100K – $250K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 56 | Sell | $250K – $500K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 54 | Sell | $500K – $1M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 53 | Sell | $1M – $5M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 48 | Sell | $100K – $250K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 47 | Sell | $1M – $5M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 42 | Sell | $1M – $5M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 39 | Sell | $1M – $5M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 37 | Sell | $250K – $500K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 35 | Sell | $1M – $5M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 34 | Sell | $250K – $500K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 32 | Sell | $100K – $250K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 31 | Sell | $250K – $500K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 30 | Sell | $250K – $500K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 28 | Sell | $1M – $5M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 27 | Sell | $500K – $1M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 26 | Sell | $100K – $250K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 24 | Sell | $500K – $1M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 23 | Sell | $500K – $1M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 19 | Sell | $500K – $1M | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 16 | Sell | $50K – $100K | Self | May 27, 2026 | 31d late filing ↗ |
| THSDFS LLC - Series 13 | Sell | $50K – $100K | Self | May 27, 2026 | 31d late filing ↗ |
Asset holdings
Nominee 278 (04/10/2026) · filed Apr 10, 2026| Account or section | Positions | Est. value |
|---|---|---|
| Employment assets | 434 | $170.5M |
| Other assets | 217 | $81.5M |
| Spouse's assets | 19 | $5.4M |
All positions
661 positions| Asset | Account | Owner | Value | Income |
|---|---|---|---|---|
| Juggernaut Fund, LP (Underlying assets are not disclosed due to pre-existing confidentiality agreements. I will divest this asset if confirmed.) | Employment assets | Self | Over $50M | Over $5M |
| Juggernaut Fund, LP (Underlying assets are not disclosed due to pre-existing confidentiality agreements. I will divest this asset if confirmed.) | Employment assets | Self | Over $50M | $1M – $5M |
| SPOUSE - Undeveloped Land, Suffolk County, NY | Other assets | — | $5M – $25M | — |
| JPMorgan 100% U.S. Treasury Securities Money Market Fund | Employment assets | Self | $1M – $5M | $2.5K – $5K |
| United Parcel Service Inc., vested phantom stock | Employment assets | Self | $1M – $5M | Dividends · $50K – $100K |
| United Parcel Service, Inc., vested restricted stock units | Employment assets | Self | $1M – $5M | Dividends · $100K – $1M |
| Coupang Inc. (Class A Common Stock (CPNG)) | Employment assets | Self | $1M – $5M | — |
| Bessemer Venture Associates XI LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | Capital Gains · $50K – $100K |
| THSDFS LLC - Series 09 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | — |
| THSDFS LLC - Series 17 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | Net Capital Distribution · $41.4K |
| THSDFS LLC - Series 18 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | — |
| THSDFS LLC - Series 23 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | — |
| THSDFS LLC - Series 28 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | — |
| THSDFS LLC - Series 35 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | Net Capital Distribution · $7.8K |
| THSDFS LLC - Series 39 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | — |
| THSDFS LLC - Series 42 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | — |
| THSDFS LLC - Series 47 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | Net Capital Distribution · $965.7K |
| THSDFS LLC - Series 51 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $1M – $5M | Net Capital Distribution and Dividends · $573.2K |
| FILER - Coupang Inc. Class A Common Stock CPNG | Other assets | — | $1M – $5M | — |
| FILER - Vanguard Balanced Index Fund Admiral Shares | Other assets | — | $1M – $5M | $50K – $100K |
| FILER - Coupang, Inc. (e-commerce and logistics) | Other assets | — | $1M – $5M | — |
| The Estee Lauder Companies, Class A stock | Spouse's assets | Spouse | Over $1M | Dividends · $50K – $100K |
| Marleybones (pet care) | Spouse's assets | Spouse | Over $1M | — |
| Saint Rocco (pet care) | Spouse's assets | Spouse | Over $1M | — |
| SPOUSE - MD GO Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - NY BANs Bond | Other assets | — | Over $1M | — |
| SPOUSE - CT Health & Educ. Facilities Authority Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - FL Special Rev Refunding Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax Schoolhouse Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - MI Building Auth Bond | Other assets | — | Over $1M | Interest · $5K – $15K |
| SPOUSE - MI Housing Dev Auth Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - NY GO Bond | Other assets | — | Over $1M | — |
| SPOUSE - NY TFA Bond | Other assets | — | Over $1M | Interest · $50K – $100K |
| SPOUSE - NY Housing Dev Corp Bond | Other assets | — | Over $1M | Interest · $50K – $100K |
| SPOUSE - NY Housing Finance Agency Bond | Other assets | — | Over $1M | Interest · $15K – $50K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | Over $1M | Interest · $50K – $100K |
| SPOUSE - TX Mun Water Bond | Other assets | — | Over $1M | — |
| SPOUSE - NY LTD Tax Bond | Other assets | — | Over $1M | — |
| SPOUSE - TX Unlimited Tax Refunding Bond | Other assets | — | Over $1M | Interest · $50K – $100K |
| SPOUSE - JPM Tax Free Money Market Fund JTFXX | Other assets | — | Over $1M | Over $1M |
| SPOUSE - iShares MSCI EAFE ETF EFA | Other assets | — | Over $1M | Over $1M |
| Spouse - SPDR S&P 500 ETF SPY | Other assets | — | Over $1M | $100K – $1M |
| SPOUSE - Vanguard FTSE Emerging Markets ETF VWO | Other assets | — | Over $1M | $100K – $1M |
| SPOUSE - iShares S&P/TSX 60 Index XIU | Other assets | — | Over $1M | $100K – $1M |
| SPOUSE - Promissory Note, [Family Member], 1.31% dtd 12/21/2020 | Other assets | — | Over $1M | Interest · $50K – $100K |
| SPOUSE - RAJ Family Partners LP (holding art) | Other assets | — | Over $1M | — |
| SPOUSE - Rockefeller Global Equity ETF | Other assets | — | Over $1M | $5K – $15K |
| SPOUSE - Estee Lauder Companies (EL) Class B Shares | Other assets | — | Over $1M | Dividends · Over $1M |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Other assets | — | Over $1M | $100K – $1M |
| SPOUSE - JPM Tax Free MMKT Inst Sweep FD JTFXX | Other assets | — | Over $1M | $100K – $1M |
| SPOUSE - Estee Lauder Companies Inc. vested Class B Restricted EL | Other assets | — | Over $1M | Dividends · $100K – $1M |
| SPOUSE - Coutts & Company (cash account - US dollar) | Other assets | — | Over $1M | Interest |
| SPOUSE - Loan to Town Line Holdings II LLC | Other assets | — | Over $1M | Interest · $100K – $1M |
| U.S. bank Checking (cash) × 3 | Employment assets | Self | $933K est. | — |
| Vanguard Federal Money Market Fund | Employment assets | Self | $500K – $1M | — |
| Bessemer Venture Associates VIII, LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 02 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 07 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | Net Capital Distribution · $617.7K |
| THSDFS LLC - Series 08 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 13 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | Net Capital Distribution · $5K |
| THSDFS LLC - Series 19 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | Net Capital Distribution · $116.4K |
| THSDFS LLC - Series 24 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | Net Capital Distribution · $13.2K |
| THSDFS LLC - Series 27 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 29 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 30 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 31 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 34 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 37 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 53 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 54 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| THSDFS LLC - Series 60 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $500K – $1M | — |
| Restoration Retirement Benefit Plan (company funded defined benefit plan) | Spouse's assets | Spouse | $500K – $1M | Retirement Payments |
| Eventbrite, Inc. (EB) Stock | Spouse's assets | Spouse | $500K – $1M | — |
| SPOUSE - AL Federal Aid Highway Fin Auth Bond | Other assets | — | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - AL Black Belt Energy Gas Dist Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - SC Univ HGR Edu Rev Bond | Other assets | — | $500K – $1M | — |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - NJ Turnpike Authority Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY GO Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Urban Dev Corp Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - OK Water Utilities Bond | Other assets | — | $500K – $1M | — |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - TN Energy Acquisition Corp Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - TX DHCA Bond | Other assets | — | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - NY MTA Bridges & Tunnels Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Utility Debt Securitization Authority Bond | Other assets | — | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - US Treasury Bill | Other assets | — | $500K – $1M | Capital Gains Interest · $50K – $100K |
| SPOUSE - Dist of Columbia Water & Sewer Bond | Other assets | — | $500K – $1M | — |
| SPOUSE - Estee Lauder Companies Inc. Cl A | Other assets | — | $500K – $1M | Dividends · $5K – $15K |
| SPOUSE - Estee Lauder Companies Inc. vested Cl B Restricted | Other assets | — | $500K – $1M | Dividends · $5K – $15K |
| SPOUSE - U.S. bank #1 brokerage account (cash) | Other assets | — | $500K – $1M | Interest · $1K – $2.5K |
| SPOUSE - U.S. bank #1 Checking | Other assets | — | $500K – $1M | Interest |
| Aven Holdings, Inc., vested stock options | Employment assets | Self | $250K – $500K | — |
| Vanguard 500 Index Fund Admiral Shares | Employment assets | Self | $250K – $500K | — |
| Vanguard Federal Money Market Fund | Employment assets | Self | $250K – $500K | — |
| Bessemer Venture Associates XII LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| DCM Investments 9 LLC (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | Net Capital Distribution · $363.4K |
| DCM Investments 10 LLC | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 32 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 38 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 40 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 43 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 44 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 48 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | Net Capital Distribution · $10K |
| THSDFS LLC - Series 49 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | Net Capital Distribution and Dividends · $237.1K |
| THSDFS LLC - Series 50 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 56 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 59 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| THSDFS LLC - Series 65 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $250K – $500K | — |
| FILER - Formagrid Inc. (workflow software) | Employment assets | Self | $250K – $500K | — |
| FILER - Themis-Tech Inc. (d.b.a. Flare) (legal services and technology) | Employment assets | Self | $250K – $500K | — |
| Retirement Growth Account - Defined Benefit Plan | Spouse's assets | Spouse | $250K – $500K | — |
| FILER - Loan to Maidstone Club | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY Various Purposes Serial Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax Schoolhouse Bond | Other assets | — | $250K – $500K | — |
| SPOUSE - AL Black Belt Energy Gas Dist Bond | Other assets | — | $250K – $500K | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - Dist of Columbia Water & Sewer Bond | Other assets | — | $250K – $500K | — |
| SPOUSE - NY Public Improvement Bond | Other assets | — | $250K – $500K | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY MTA Bond | Other assets | — | $250K – $500K | Interest · $15K – $50K |
| SPOUSE - NY Fin Auth Water & Sewer Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - TX Gen Improvement & Refunding Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY MTA Bridges & Tunnels Bond | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - Interactive Brokers Group Inc. IBKR | Other assets | — | $250K – $500K | — |
| SPOUSE - APi Group Corp APG | Other assets | — | $250K – $500K | — |
| SPOUSE - Cengage Learning (educational technology) | Other assets | — | $250K – $500K | — |
| SPOUSE - U.S. brokerage account (cash) | Other assets | — | $250K – $500K | Interest · $5K – $15K |
| U.S. bank (cash) × 2 | Spouse's assets | Spouse | $350K est. | — |
| SPOUSE - U.S. bank (cash) × 3 | Other assets | — | $176K est. | Interest |
| U.S. bank #1 Savings #1 (cash) | Employment assets | Self | $100K – $250K | — |
| Tekne Private Ventures III LP | Employment assets | Self | $100K – $250K | — |
| Goat Growth Fund II LP | Employment assets | Self | $100K – $250K | — |
| Coupang Inc. - unvested restricted stock units | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 01 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 03 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 04 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | Net Capital Distribution · $10.3K |
| THSDFS LLC - Series 06 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 16 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 21 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 26 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 41 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | Net Capital Distribution · $900 |
| THSDFS LLC - Series 46 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 52 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 57 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 61 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 64 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| THSDFS LLC - Series 72 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $100K – $250K | — |
| Vicarage LLC (personal advisory services firm) | Employment assets | Self | $100K – $250K | LLC Distribution · $31K |
| FILER - Arcana Analytics, Inc. (institutional investment software) | Employment assets | Self | $100K – $250K | — |
| FILER - Hebbia Inc. (AI financial research) | Employment assets | Self | $100K – $250K | — |
| FILER - Greenoaks Capital MS LP - Aparo Expressway Series | Employment assets | Self | $100K – $250K | Dividends Interest · $1K – $2.5K |
| FILER - U.S. bank #1 Checking Account (cash) | Other assets | — | $100K – $250K | — |
| FILER - Vicarage Stable LLC (horse stable) | Other assets | — | $100K – $250K | — |
| FILER - Casa Cruz (restaurant) | Other assets | — | $100K – $250K | — |
| FILER - Jump Sucker Stable LLC (horse stable) | Other assets | — | $100K – $250K | Capital Gains Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| SPOUSE - NC ST LTD Oblg Ref Bond | Other assets | — | $100K – $250K | — |
| SPOUSE - AL Southeast Energy Authority Bond | Other assets | — | $100K – $250K | Interest · $5K – $15K |
| SPOUSE - TN Housing Dev Agency Bond | Other assets | — | $100K – $250K | Interest · $1K – $2.5K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Other assets | — | $100K – $250K | Interest · $2.5K – $5K |
| SPOUSE - HEICO Corp HEI | Other assets | — | $100K – $250K | — |
| SPOUSE - TransUnion TRU | Other assets | — | $100K – $250K | — |
| SPOUSE - Ashtead Group PLC (AHT LN) | Other assets | — | $100K – $250K | — |
| SPOUSE - Moody's Corp MCO | Other assets | — | $100K – $250K | — |
| SPOUSE - Ferrari N.V. RACE | Other assets | — | $100K – $250K | — |
| SPOUSE - Boyd Group Services Inc. (BYD CN) | Other assets | — | $100K – $250K | — |
| SPOUSE - Hilton Worldwide Holdings Inc. HLT | Other assets | — | $100K – $250K | — |
| SPOUSE - Compass Inc. COMP | Other assets | — | $100K – $250K | — |
| SPOUSE - Liberty Latin America (telecommmunications) | Other assets | — | $100K – $250K | — |
| SPOUSE - Ardent Hire Solutions (equipment rental) | Other assets | — | $100K – $250K | — |
| SPOUSE - Rockefeller US Small-Mid-Cap ETF | Other assets | — | $100K – $250K | — |
| U.S. bank (cash) × 2 | Employment assets | Self | $83K est. | — |
| THSDFS LLC - Series 33 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $50K – $100K | — |
| THSDFS LLC - Series 45 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $50K – $100K | — |
| THSDFS LLC - Series 63 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $50K – $100K | — |
| FILER - Aether Biomachines (synthetic biology) | Employment assets | Self | $50K – $100K | — |
| FILER - MCC Mining Corporation (mineral exploration and mining) | Employment assets | Self | $50K – $100K | — |
| FILER - Greenoaks Capital MS LP - Aparo Expressway II Series | Employment assets | Self | $50K – $100K | Dividends Interest · $201 – $1K |
| The Estee Lauder Companies, unvested Class A stock options unexercised | Spouse's assets | Spouse | $50K – $100K | — |
| The Estee Lauder Companies, Vested Restricted Stock Units | Spouse's assets | Spouse | $50K – $100K | — |
| SPOUSE - US brokerage (cash account - Canadian dollar) | Other assets | — | $50K – $100K | — |
| SPOUSE - Old Dominion Freight Line ODFL | Other assets | — | $50K – $100K | — |
| SPOUSE - Waste Connections Inc. (WCN CN) | Other assets | — | $50K – $100K | — |
| SPOUSE - Clean Harbors Inc. CLH | Other assets | — | $50K – $100K | — |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Other assets | — | $50K – $100K | $2.5K – $5K |
| FILER - U.S. bank (cash) × 2 | Other assets | — | $65K est. | — |
| THSDFS LLC - Series 22 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $15K – $50K | — |
| THSDFS LLC - Series 36 | Employment assets | Self | $15K – $50K | — |
| THSDFS LLC - Series 55 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $15K – $50K | — |
| THSDFS LLC - Series 58 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $15K – $50K | — |
| THSDFS LLC - Series 66 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $15K – $50K | — |
| THSDFS LLC - Series 67 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | $15K – $50K | — |
| FILER - Binti, Inc. (child welfare software) | Employment assets | Self | $15K – $50K | — |
| FILER - Imvela Corp. (microbial food biopreservatives) | Employment assets | Self | $15K – $50K | — |
| JOINT - U.S. bank #1 Joint Checking Account (cash) | Other assets | — | $15K – $50K | — |
| FILER - JPM 100% US Treas FD - Premier Fund 675 | Other assets | — | $1K – $15K | $5K – $15K |
| FILER - U.S. Treasury I-Bonds | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| FILER - Founder Bets Master SPV LLC - Series Metatheory | Other assets | — | $1K – $15K | — |
| SPOUSE - Roper Technologies Inc. ROP | Other assets | — | $1K – $15K | — |
| JOINT- U.S. bank #1 joint account (cash) | Other assets | — | $1K – $15K | Interest · $1K – $2.5K |
| SPOUSE - Loan to Ms. Robles | Other assets | — | $1K – $15K | Interest · $201 – $1K |
| SPOUSE - Loan to Ms. Santana | Other assets | — | $1K – $15K | Interest · $1K – $2.5K |
| THSDFS LLC - Series 10 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | Under $1K | — |
| THSDFS LLC - Series 12 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | Employment assets | Self | Under $1K | — |
| FILER - U.S. bank #2 Money Market Account | Other assets | — | Under $1K | — |
| FILER - U.S. bank #2 Checking Account | Other assets | — | Under $1K | — |
| SPOUSE - NY Improvement Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - CO Utilities System Improv Rev Bond | Other assets | — | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - CT GO Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - CT STO Transport & Infrastructure Bond | Other assets | — | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - CT STO Transport & Infrastructure Bond | Other assets | — | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - HI GO Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - IL Fin Auth Rev Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - IN Fin Auth State Revolving Fund Bond | Other assets | — | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - NY Dev Corp Rev Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dev Corp Rev Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - MN GO St Var Purp Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY School District Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Other assets | — | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY TFA Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY TFA Bond | Other assets | — | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - NY Fin Auth Water & Sewer Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY Fin Auth Water & Sewer Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Transitional Fin Authority Bldg Bond | Other assets | — | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - NY Housing Dev Corp Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY HousingFinance Agency Bond | Other assets | — | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY Urban Dev Corp Bond | Other assets | — | Under $1K | Interest · $1K – $2.5K |
| SPOUSE - NY Urban Dev Corp Bond | Other assets | — | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - NY GO Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - PA Housing Finance Agency Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX Electric & Gas Systems Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - SC State Housing Fin & Dev Auth Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - TN Housing Dev Agency Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - TX DHCA Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX Water Dev Board Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Utility Debt Securitization Authority Bond | Other assets | — | Under $1K | Capital Gains Interest · $50K – $100K |
| SPOUSE - VA Housing Dev Authority Bond | Other assets | — | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - NY GO Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - US brokerage (cash account - US dollar) | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Other assets | — | Under $1K | Over $1M |
| SPOUSE - IN Finance Authority, Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - MN, GO Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NJ Turnpike Authority, Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - City of NY, GO Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY, GO Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - Dormitory Authority of NY, Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - Dormitory Authority of NY, Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - Dormitory Authority of NY, Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - Dormitory Authority of NY, Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - Dormitory Authority of NY, Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - Empire State Dev. NY, Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - Empire State Dev. NY, Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - Co. of Onondaga, NY GO Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - City of San Antonio, TX Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - SC Housing Fin & Dev, Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX Housing & Comm. Affairs, Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - US Treasury Securities | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - JPM Tax Free Money Market Fund JTFXX | Other assets | — | Under $1K | $5K – $15K |
| Spouse - SPDR S&P 500 ETF SPY | Other assets | — | Under $1K | $100K – $1M |
| SPOUSE - Vanguard FTSE Emerging Markets ETF VWO | Other assets | — | Under $1K | $2.5K – $5K |
| SPOUSE - iShares S&P/TSX 60 Index XIU | Other assets | — | Under $1K | $15K – $50K |
| SPOUSE - Dormitory Authority of NY, Bond | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY Environmental Bond | Other assets | — | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Environmental Bond | Other assets | — | Under $1K | — |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Other assets | — | Under $1K | Over $1M |
| SPOUSE - Coutts & Company Money Market | Other assets | — | Under $1K | Interest · $15K – $50K |
| SPOUSE - CT STO Transport & Infrastructure Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Transitional Fin Authority Bldg Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Housing Finance Agency Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Dormitory Authority Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Urban Dev Corp Bond | Other assets | — | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Urban Dev Corp Bond | Other assets | — | Under $1K | Interest · $5K – $15K |
| Spouse - SPDR S&P 500 ETF SPY | Other assets | — | Under $1K | $50K – $100K |
| SPOUSE - Vanguard FTSE Emerging Markets ETF VWO | Other assets | — | Under $1K | $1K – $2.5K |
| SPOUSE - iShares S&P/TSX 60 Index XIU | Other assets | — | Under $1K | $5K – $15K |
| Lansing Management Onshore LP | Other assets | — | Under $1K | Dividends Interest · $15K – $50K |
| Vicarage LLC (personal advisory services firm) | Employment assets | Self | — | — |
| Ola Consumer (ride hailing company) | Employment assets | Self | — | — |
| DiDi (ride hailing company) | Employment assets | Self | — | — |
| Xendit (payment platform) | Employment assets | Self | — | — |
| GoldenTree | Employment assets | Self | — | Consulting fees · $1.6M |
| Heitman | Employment assets | Self | — | Consulting fees · $650K |
| Cerberus | Employment assets | Self | — | Consulting fees · $750K |
| Duquesne Family Office | Employment assets | Self | — | Consulting fees · $10.2M |
| Stanford University | Employment assets | Self | — | — |
| Hoover Institution | Employment assets | Self | — | Salary · $150K |
| Graduate School of Business | Employment assets | Self | — | Salary · $20K |
| Bessemer Securities Corporation | Employment assets | Self | — | Director Fees paid in Cash · $123.5K |
| TPG Inc. - 01/28/2025 | Employment assets | Self | — | Honorarium · $90K |
| BTG Pactual - 02/26/2025 | Employment assets | Self | — | Honorarium · $67.5K |
| Pension Real Estate Association - 03/25/2025 | Employment assets | Self | — | Honorarium · $135K |
| Strategas Research Partners - 04/02/2025 | Employment assets | Self | — | Honorarium · $54K |
| Warburg Pincus - 05/15/2025 | Employment assets | Self | — | Honorarium · $90K |
| State Street Bank and Trust Company - 06/04/2025 | Employment assets | Self | — | Honorarium · $135K |
| Eli Lilly and Company - 06/16/2025 | Employment assets | Self | — | Honorarium · $122.5K |
| Centerview Partners LLC - 06/24/2025 | Employment assets | Self | — | Honorarium · $90K |
| United Parcel Service, Inc. UPS | Employment assets | Self | — | — |
| Aven Holdings, Inc. (digital financial services) | Employment assets | Self | — | — |
| Aven Holdings, Inc., stock options (value not readily ascertainable): 18,166 unvested shares, strike $4.72, vest 1/48 monthly (of original 37,910), exp. 2/2034 | Employment assets | Self | — | — |
| Brevan Howard - 2/18/2025, 4/3/2025, 7/7/2025 | Employment assets | Self | — | Honoraria · $750K |
| Coupang Inc. | Employment assets | Self | — | — |
| Roll-Over IRA | Employment assets | Self | — | — |
| Sep-ira | Employment assets | Self | — | — |
| Bessemer Securities LLC (private investment company) | Employment assets | Self | — | Director fees paid in cash · $70.1K |
| Bonnie Blink Management, LLC (private management company) | Employment assets | Self | — | Director Fees paid in cash · $8.4K |
| Abstract Holdings LLC | Employment assets | Self | — | — |
| AppOnboard (No-code game development platform) | Employment assets | Self | — | — |
| AutoHub (Automotive appraisal and lead generation) | Employment assets | Self | — | — |
| AvantStay (Group vacation rental platform) | Employment assets | Self | — | — |
| Bestow Life Insurance (Digital life insurance infrastructure) | Employment assets | Self | — | — |
| Blast (Yield-generating Ethereum layer two) | Employment assets | Self | — | — |
| Block Renovation (Home renovation marketplace platform) | Employment assets | Self | — | — |
| Brave (Privacy-focused ad-blocking browser) | Employment assets | Self | — | — |
| Upbound (Consumer lending and financial app) | Employment assets | Self | — | — |
| Cafe X (Robotic coffee bar platform) | Employment assets | Self | — | — |
| Cherry (Healthcare financing payment platform) | Employment assets | Self | — | — |
| Cionic (Bionic movement-enhancing wearable clothing) | Employment assets | Self | — | — |
| Clay (AI go-to-market data platform) | Employment assets | Self | — | — |
| Cognition IP (Tech-enabled patent law firm) | Employment assets | Self | — | — |
| Compound (Algorithmic crypto money markets) | Employment assets | Self | — | — |
| Contraline (Reversible male contraceptive solution) | Employment assets | Self | — | — |
| Craft.co (Supplier intelligence and risk platform) | Employment assets | Self | — | — |
| Nice Healthcare (Integrated virtual primary care) | Employment assets | Self | — | — |
| Drip (SME trade finance platform) | Employment assets | Self | — | — |
| dYdX (Decentralized derivatives trading exchange) | Employment assets | Self | — | — |
| Eridan (Efficient 5G radio technology) | Employment assets | Self | — | — |
| Fly.io (Global edge application hosting) | Employment assets | Self | — | — |
| Autograph (Fan loyalty and fitness platform) | Employment assets | Self | — | — |
| GrabrFi (USD banking for freelancers) | Employment assets | Self | — | — |
| HeatGenie (Self-heating packaging technology) | Employment assets | Self | — | — |
| Holloway (Expert-driven digital books platform) | Employment assets | Self | — | — |
| Leaf Logistics (Freight planning optimization platform) | Employment assets | Self | — | — |
| Locus Biosciences (CRISPR-based antibacterial therapeutics) | Employment assets | Self | — | — |
| Material Security (Cloud email security platform) | Employment assets | Self | — | — |
| Merit (Digital identity credential platform) | Employment assets | Self | — | — |
| People.ai (Revenue intelligence data platform) | Employment assets | Self | — | — |
| OSARO (AI warehouse robotics software) | Employment assets | Self | — | — |
| Parabola (No-code workflow automation platform) | Employment assets | Self | — | — |
| Polychain (Crypto investment firm) | Employment assets | Self | — | — |
| Tilt (Consumer lending platform) | Employment assets | Self | — | — |
| Price.com (AI price comparison platform) | Employment assets | Self | — | — |
| Rational Vaccines (Herpes vaccine development) | Employment assets | Self | — | — |
| RBC Signals (Satellite ground station network) | Employment assets | Self | — | — |
| Red Balloon Security (Embedded device cybersecurity platform) | Employment assets | Self | — | — |
| Render (Cloud deployment platform) | Employment assets | Self | — | — |
| Scalar Capital (Blockchain investment firm) | Employment assets | Self | — | — |
| Sheertex (Ultra-durable polymer tights) | Employment assets | Self | — | — |
| Simbi (Skill-trading marketplace platform) | Employment assets | Self | — | — |
| Squadstack (Conversational AI sales platform) | Employment assets | Self | — | — |
| Bluue Co (AI cardiology and maternity care) | Employment assets | Self | — | — |
| Snackpass (Restaurant social commerce platform) | Employment assets | Self | — | — |
| SPARK Neuro (EEG-based cognitive diagnostics) | Employment assets | Self | — | — |
| The AI Foundation (Personalized AI agents platform) | Employment assets | Self | — | — |
| Thryve (Microbiome testing and insights) | Employment assets | Self | — | — |
| Trusted Health (Nurse job marketplace platform) | Employment assets | Self | — | — |
| Wonderschool (Childcare business platform) | Employment assets | Self | — | — |
| Teambridge (Workforce scheduling optimization platform) | Employment assets | Self | — | — |
| Avf I | Employment assets | Self | — | — |
| Aether Biomachines (ML-driven enzyme engineering) | Employment assets | Self | — | — |
| AirGarage (Parking operations software platform) | Employment assets | Self | — | — |
| Alloy (No-code ecommerce automation platform) | Employment assets | Self | — | — |
| Alpaca (Financial assets API infrastructure) | Employment assets | Self | — | — |
| Badge (Social commerce influencer platform) | Employment assets | Self | — | — |
| Blaze (AI tool for solo teams) | Employment assets | Self | — | — |
| Blooma (Bank loan underwriting software) | Employment assets | Self | — | — |
| ChannelMeter (Creator media analytics platform) | Employment assets | Self | — | — |
| ChartHop (HR organizational insights platform) | Employment assets | Self | — | — |
| CloudTrucks (Trucking logistics management platform) | Employment assets | Self | — | — |
| Connie Health (Medicare plan matching platform) | Employment assets | Self | — | — |
| Crediwatch (AI credit risk analytics tools) | Employment assets | Self | — | — |
| Dapper Labs (acq. OK Play) (Consumer digital assets platform) | Employment assets | Self | — | — |
| Density (acquired Nashi) (Workplace space analytics platform) | Employment assets | Self | — | — |
| Doppler (Developer secrets management platform) | Employment assets | Self | — | — |
| Dover (Recruiting automation platform) | Employment assets | Self | — | — |
| Ethyca (Data privacy automation software) | Employment assets | Self | — | — |
| Garner Health (Employee healthcare matching platform) | Employment assets | Self | — | — |
| Granica (AI data management platform) | Employment assets | Self | — | — |
| Hebbia (AI knowledge work platform) | Employment assets | Self | — | — |
| Index (Dashboard building platform) | Employment assets | Self | — | — |
| Kikoff (Consumer credit building platform) | Employment assets | Self | — | — |
| Kojo (Construction materials management software) | Employment assets | Self | — | — |
| Landing Equity (Membership-based living platform) | Employment assets | Self | — | — |
| LaunchDarkly (acquired Highlight) (Feature management software platform) | Employment assets | Self | — | — |
| Lighter (Decentralized exchange protocol) | Employment assets | Self | — | — |
| Lightning Network (Off-chain payment network) | Employment assets | Self | — | — |
| Lindy (AI personal assistant) | Employment assets | Self | — | — |
| Linq (Digital business card platform) | Employment assets | Self | — | — |
| Maximus Health Inc. (Men’s health platform) | Employment assets | Self | — | — |
| Memo (Memorandum, inc.) (Media analytics platform) | Employment assets | Self | — | — |
| Moov (Open banking infrastructure platform) | Employment assets | Self | — | — |
| Mozart Data (Data stack automation platform) | Employment assets | Self | — | — |
| Nomad Global (Global digital banking platform) | Employment assets | Self | — | — |
| Nomad Homes (Real estate listings platform) | Employment assets | Self | — | — |
| Origin (AI personal finance platform) | Employment assets | Self | — | — |
| Otter (Childcare marketplace platform) | Employment assets | Self | — | — |
| Outpace Bio (Protein design biotechnology platform) | Employment assets | Self | — | — |
| PS Technology Holdings LLC (Popshop) (Livestream shopping platform) | Employment assets | Self | — | — |
| Pattern Insurance (Embedded insurance platform) | Employment assets | Self | — | — |
| Pietra (Creator commerce platform) | Employment assets | Self | — | — |
| Playbook Digital (Visual Asset Management) (Creative asset management platform) | Employment assets | Self | — | — |
| Playbook Technologies (Fitness Subscription) (Fitness subscription platform tools) | Employment assets | Self | — | — |
| Ravn (Defense edge data platform) | Employment assets | Self | — | — |
| Rive (Animation tools and marketplace) | Employment assets | Self | — | — |
| SINAI Technologies (Carbon management software platform) | Employment assets | Self | — | — |
| Second Front Systems (Government DevSecOps platform) | Employment assets | Self | — | — |
| Standard Metrics (Startup financial reporting software) | Employment assets | Self | — | — |
| Structure (Zaibatsu Heavy Industries) (Blockchain retail trading platform) | Employment assets | Self | — | — |
| Supernova (Data intelligence platform) | Employment assets | Self | — | — |
| Teambridge (Workforce scheduling software) | Employment assets | Self | — | — |
| The Org (Organizational chart platform) | Employment assets | Self | — | — |
| Tilled (Payfac infrastructure platform) | Employment assets | Self | — | — |
| Tribe XR (VR skills training platform) | Employment assets | Self | — | — |
| TrustLayer (Insurance certificate management platform) | Employment assets | Self | — | — |
| Truv (Payroll verification API platform) | Employment assets | Self | — | — |
| Unnatural Products (Computational drug discovery platform) | Employment assets | Self | — | — |
| Voiceflow (Voice app creation platform) | Employment assets | Self | — | — |
| Volt (AI physical security software) | Employment assets | Self | — | — |
| Wanderlog (Travel planning platform) | Employment assets | Self | — | — |
| Wesper (At-home sleep testing device) | Employment assets | Self | — | — |
| WorkOS (Enterprise SaaS infrastructure platform) | Employment assets | Self | — | — |
| Avf II | Employment assets | Self | — | — |
| Agora Brands (DTC Roll-Up Co) (Shopify brand aggregator platform) | Employment assets | Self | — | — |
| Anzenna (Workflow-integrated cybersecurity platform) | Employment assets | Self | — | — |
| Arc Boats (Electric marine vehicles manufacturer) | Employment assets | Self | — | — |
| Arcana (Portfolio risk management platform) | Employment assets | Self | — | — |
| Aware Health (Data-driven mental health network) | Employment assets | Self | — | — |
| Bazar (Creator fashion commerce platform) | Employment assets | Self | — | — |
| Bevel (Finerpoint Inc.) (Health tracking mobile app) | Employment assets | Self | — | — |
| Bezel (Authenticated luxury watch marketplace) | Employment assets | Self | — | — |
| BizzyCar (Dealership recall management software) | Employment assets | Self | — | — |
| Bloom (Contour Labs) (Teen investing platform) | Employment assets | Self | — | — |
| Caliza (Global USD banking platform) | Employment assets | Self | — | — |
| Canvas (Canvas.xyz) (Decentralized computing platform) | Employment assets | Self | — | — |
| Coworker AI (Web3 commerce infrastructure platform) | Employment assets | Self | — | — |
| CreatorDAO (Creator investment platform) | Employment assets | Self | — | — |
| Crossmint (Paella, Inc.) (NFT developer tools platform) | Employment assets | Self | — | — |
| Cure (On-demand pharmacy delivery service) | Employment assets | Self | — | — |
| DeSo (Social crypto network platform) | Employment assets | Self | — | — |
| Deeptune, Inc. (AI simulation platform) | Employment assets | Self | — | — |
| Deuna (Restaurant commerce operations platform) | Employment assets | Self | — | — |
| Dupe (Product price comparison tool) | Employment assets | Self | — | — |
| EarnBetter (Job search coaching platform) | Employment assets | Self | — | — |
| Eulith (Crypto trading platform) | Employment assets | Self | — | — |
| Flexbase (acquired Maza) (Business finance management platform) | Employment assets | Self | — | — |
| Forte (LessonHome, Inc.) (Online music lessons platform) | Employment assets | Self | — | — |
| Friends With Benefits (Web3 community platform) | Employment assets | Self | — | — |
| Functional Finance (Insurance checkout financing platform) | Employment assets | Self | — | — |
| Fuse Energy (Fusion energy development company) | Employment assets | Self | — | — |
| HighFi (Lending financial operating system) | Employment assets | Self | — | — |
| Honeycomb (acq Grit / Iuvo AI) (Distributed systems observability platform) | Employment assets | Self | — | — |
| Hypermode (Generative AI development platform) | Employment assets | Self | — | — |
| It’s Good (Influencer travel discovery platform) | Employment assets | Self | — | — |
| Krea (AI image generation platform) | Employment assets | Self | — | — |
| Levro (Dojima, Inc.) (Multi-currency business banking platform) | Employment assets | Self | — | — |
| Life Inc. (Insurance agent enablement platform) | Employment assets | Self | — | — |
| Lindy (AI personal assistant) | Employment assets | Self | — | — |
| MVMNT (Transportation management system platform) | Employment assets | Self | — | — |
| Match Day (Play Time, Inc.) (Sports NFT collectibles platform) | Employment assets | Self | — | — |
| Melange (Decentralized prediction market platform) | Employment assets | Self | — | — |
| Methid (Life sciences observability platform) | Employment assets | Self | — | — |
| Method Financial (Forward Lending, Inc.) (Debt data API platform) | Employment assets | Self | — | — |
| Mirror (Game development platform) | Employment assets | Self | — | — |
| Molten (Media cloud platform) | Employment assets | Self | — | — |
| Motion (Marketing performance optimization platform) | Employment assets | Self | — | — |
| Nivoda (Jewelry B2B marketplace platform) | Employment assets | Self | — | — |
| Odyssey Energy (Clean infrastructure investment platform) | Employment assets | Self | — | — |
| OnJuno (Nuo Capital PTE LTD.) (Crypto- enabled neobank platform) | Employment assets | Self | — | — |
| OneSafe (DeFi data infrastructure platform) | Employment assets | Self | — | — |
| Particle Intel (Post-onboarding risk monitoring software) | Employment assets | Self | — | — |
| Partiful (Social event planning platform) | Employment assets | Self | — | — |
| Passes (Creator monetization platform) | Employment assets | Self | — | — |
| Percents (Customer loyalty rewards platform) | Employment assets | Self | — | — |
| Polar (Open source sponsorship marketplace) | Employment assets | Self | — | — |
| Polyfact (AI developer productivity platform) | Employment assets | Self | — | — |
| Proton (PRM Solutions, Inc.) (AI sales platform) | Employment assets | Self | — | — |
| Puller AI (Retail data analytics platform) | Employment assets | Self | — | — |
| Quadrant Health (AI patient messaging platform) | Employment assets | Self | — | — |
| Reflex (Python web app framework) | Employment assets | Self | — | — |
| Ridian (Crypto portfolio automation platform) | Employment assets | Self | — | — |
| Sandbox VR (Social virtual reality experiences) | Employment assets | Self | — | — |
| Savvy Wealth (RIA management platform) | Employment assets | Self | — | — |
| Selfbook (SIXAPP Inc.) (Hospitality payments platform) | Employment assets | Self | — | — |
| SkyLink (DeFi portfolio management platform) | Employment assets | Self | — | — |
| Sonera Magnetics, Inc. (Wearable interaction technology platform) | Employment assets | Self | — | — |
| Steamship (Managed AI deployment platform) | Employment assets | Self | — | — |
| Subtle Computing (Wearable AR input device) | Employment assets | Self | — | — |
| Syft Data, Inc. (Data quality monitoring platform) | Employment assets | Self | — | — |
| Taut AI (Advanced AI modeling platform) | Employment assets | Self | — | — |
| Truffle Security (Credential leak detection platform) | Employment assets | Self | — | — |
| Vana (Incentivized data collection platform) | Employment assets | Self | — | — |
| Vapi (Voice AI development platform) | Employment assets | Self | — | — |
| Verse Medical (Jetlenses Inc.) (Home medical supply platform) | Employment assets | Self | — | — |
| Warp (FKA Poaster) (Pseudonymous social platform) | Employment assets | Self | — | — |
| Whisper Aero (Quiet propulsion technology company) | Employment assets | Self | — | — |
| Avf III | Employment assets | Self | — | — |
| Aaru (Predictive modeling research platform) | Employment assets | Self | — | — |
| Adrenaline (AI code comprehension tool) | Employment assets | Self | — | — |
| Anon (Automated internet identity layer) | Employment assets | Self | — | — |
| Antioch (Autonomy simulation development platform) | Employment assets | Self | — | — |
| Applied Labs (AI customer support agents) | Employment assets | Self | — | — |
| Arena (SocialFi creator platform) | Employment assets | Self | — | — |
| Arwin (Defense grant automation platform) | Employment assets | Self | — | — |
| Astral AI (Browser-based marketing agents platform) | Employment assets | Self | — | — |
| Audiogen (Audio generation research lab) | Employment assets | Self | — | — |
| Bleu AI (AI animated storytelling platform) | Employment assets | Self | — | — |
| BuildForever (Human-centric software products company) | Employment assets | Self | — | — |
| Canticle Technologies (Identity and access platform) | Employment assets | Self | — | — |
| Cast Insights (Spoken data intelligence platform) | Employment assets | Self | — | — |
| Chance (Contact-based social discovery platform) | Employment assets | Self | — | — |
| Charlie Labs (Audio search and indexing AI) | Employment assets | Self | — | — |
| Cluely (Real-time AI assistant platform) | Employment assets | Self | — | — |
| Comfy UI (No-code AI media platform) | Employment assets | Self | — | — |
| Concrete Labs (VC portfolio intelligence platform) | Employment assets | Self | — | — |
| Corner (Social discovery curation platform) | Employment assets | Self | — | — |
| EyeTell (AI video creation platform) | Employment assets | Self | — | — |
| Flashnet (Lightning Bitcoin trading platform) | Employment assets | Self | — | — |
| Formal (Data governance and observability platform) | Employment assets | Self | — | — |
| Friday Harbor (Loan underwriting automation platform) | Employment assets | Self | — | — |
| Friend (Wearable AI companion device) | Employment assets | Self | — | — |
| Glass Imaging (Computational photography platform) | Employment assets | Self | — | — |
| Grand Charter (Legal AI solutions platform) | Employment assets | Self | — | — |
| Hedra (3D generative video platform) | Employment assets | Self | — | — |
| Hero (AI productivity assistant app) | Employment assets | Self | — | — |
| Ironsides Technologies (Security incubation platform) | Employment assets | Self | — | — |
| Jest (Messaging games marketplace) | Employment assets | Self | — | — |
| Kinetic (Digital asset exchange platform) | Employment assets | Self | — | — |
| Lind AI (Clinical trial matching platform) | Employment assets | Self | — | — |
| LuzIA (Messaging AI assistant platform) | Employment assets | Self | — | — |
| MagicPath (AI model fine-tuning platform) | Employment assets | Self | — | — |
| Max AI (Medical coding AI platform) | Employment assets | Self | — | — |
| Melrose (Supplier discovery data platform) | Employment assets | Self | — | — |
| Mirror Physics (Drug discovery AI platform) | Employment assets | Self | — | — |
| Omnistrate (Multi-cloud deployment platform) | Employment assets | Self | — | — |
| Parakeet Security (Voice AI security layer) | Employment assets | Self | — | — |
| Persona AI (Persistent AI personality platform) | Employment assets | Self | — | — |
| Poesis (AI-driven investment platform) | Employment assets | Self | — | — |
| Prompt AI (Visual data query platform) | Employment assets | Self | — | — |
| Propel Platform (AI code review tool) | Employment assets | Self | — | — |
| Reclip (Real-life social sharing app) | Employment assets | Self | — | — |
| Revel (Hardware control software platform) | Employment assets | Self | — | — |
| Rue Four (Medical aesthetics platform) | Employment assets | Self | — | — |
| Santori Labs (Cognitive interface tools platform) | Employment assets | Self | — | — |
| Sauron (AI home security system) | Employment assets | Self | — | — |
| Scalar (API development platform) | Employment assets | Self | — | — |
| Sesame AI (Voice companion AI platform) | Employment assets | Self | — | — |
| Showrunner (AI content creation platform) | Employment assets | Self | — | — |
| Sphere Semi (AI chip design platform) | Employment assets | Self | — | — |
| Standard Intelligence (AGI research lab) | Employment assets | Self | — | — |
| Statics (LLM tooling platform) | Employment assets | Self | — | — |
| Status (Social simulation platform) | Employment assets | Self | — | — |
| Tako (Knowledge card platform) | Employment assets | Self | — | — |
| Tempest (Internal developer platform) | Employment assets | Self | — | — |
| Tenzo (AI recruiting platform) | Employment assets | Self | — | — |
| Texture (Energy grid networking platform) | Employment assets | Self | — | — |
| Third Dimension (Spatial AI generation platform) | Employment assets | Self | — | — |
| Tradespace (IP marketplace platform) | Employment assets | Self | — | — |
| Vigil (Quant trading research platform) | Employment assets | Self | — | — |
| Vital Biosciences (Accessible blood testing platform) | Employment assets | Self | — | — |
| Volumetrics (Spatial web development platform) | Employment assets | Self | — | — |
| Watney Robotics (Autonomous datacenter robotics) | Employment assets | Self | — | — |
| Websim (Virtual world browser platform) | Employment assets | Self | — | — |
| WiserAI (Sales coaching AI platform) | Employment assets | Self | — | — |
| Wondera (AI voice transformation platform) | Employment assets | Self | — | — |
| Woven (AI customer engagement platform) | Employment assets | Self | — | — |
| Zero Gravity (Layer-2 AI blockchain platform) | Employment assets | Self | — | — |
| Avs I, L.P. | Employment assets | Self | — | — |
| Avgf I | Employment assets | Self | — | — |
| Acryl Data (Open-source data catalog platform) | Employment assets | Self | — | — |
| Brave Software (Privacy-focused web browser) | Employment assets | Self | — | — |
| CloudTrucks (Trucking logistics platform) | Employment assets | Self | — | — |
| Databricks (acq. Neon) (Unified data and AI platform) | Employment assets | Self | — | — |
| Density (acquired Nashi) (Workplace analytics platform) | Employment assets | Self | — | — |
| Excision BioTherapeutics Inc. (Gene editing therapeutics company) | Employment assets | Self | — | — |
| Frubana (Restaurant supply distribution platform) | Employment assets | Self | — | — |
| Garner Health (Employee healthcare matching platform) | Employment assets | Self | — | — |
| Halo Industries (Silicon carbide wafer manufacturer) | Employment assets | Self | — | — |
| Hebbia (Financial AI analysis platform) | Employment assets | Self | — | — |
| Lemon Cash (Crypto financial services platform) | Employment assets | Self | — | — |
| Material Security (Stellarite) (Email security platform) | Employment assets | Self | — | — |
| Nomad Global (Global digital banking platform) | Employment assets | Self | — | — |
| Optimism (Ethereum scaling blockchain layer) | Employment assets | Self | — | — |
| Replit (Collaborative coding platform) | Employment assets | Self | — | — |
| Socket (JavaScript dependency security tool) | Employment assets | Self | — | — |
| Solana (High-performance blockchain platform) | Employment assets | Self | — | — |
| StashFin (Morus Technologies) (Consumer lending neobank) | Employment assets | Self | — | — |
| Tenderly (Ethereum developer platform) | Employment assets | Self | — | — |
| Traba (Shift workforce management platform) | Employment assets | Self | — | — |
| Truffle Security (Credential leak detection platform) | Employment assets | Self | — | — |
| WorkOS (Enterprise SaaS infrastructure platform) | Employment assets | Self | — | — |
| Avgf II | Employment assets | Self | — | — |
| Arc Boats (Electric marine vehicles manufacturer) | Employment assets | Self | — | — |
| Conversion AI (All-in-one AI marketing platform) | Employment assets | Self | — | — |
| Crusoe (Climate-aligned computing infrastructure platform) | Employment assets | Self | — | — |
| Delphi AI (Digital persona cloning platform) | Employment assets | Self | — | — |
| Factory AI (Autonomous software development platform) | Employment assets | Self | — | — |
| Glue (AI-powered team communication platform) | Employment assets | Self | — | — |
| Kelasys (Defense technology platform) | Employment assets | Self | — | — |
| Motion (Marketing performance optimization platform) | Employment assets | Self | — | — |
| Mytra, Inc. (Modular warehouse storage systems) | Employment assets | Self | — | — |
| Outpace Bio (Protein engineering biotech platform) | Employment assets | Self | — | — |
| Partiful (Social event planning platform) | Employment assets | Self | — | — |
| Passes (Creator monetization platform) | Employment assets | Self | — | — |
| Polymarket (Prediction market platform) | Employment assets | Self | — | — |
| Recraft (AI vector art platform) | Employment assets | Self | — | — |
| Symbolica (Structured machine learning platform) | Employment assets | Self | — | — |
| Teambridge (Workforce scheduling platform) | Employment assets | Self | — | — |
| Unify (Outbound sales automation platform) | Employment assets | Self | — | — |
| Volt (AI physical security software) | Employment assets | Self | — | — |
| 11x (Autonomous AI workforce platform) | Employment assets | Self | — | — |
| SpaceX (acq. xAI) (Aerospace and AI technology company) | Employment assets | Self | — | — |
| TravelXchange Inc. (blockchain travel platform) | Employment assets | Self | — | — |
| Vicarage Corporation | Employment assets | Self | — | — |
| FILER - Kavak (digital automobile marketplace) | Employment assets | Self | — | — |
| FILER - Kavak (digital automobile marketplace) | Employment assets | Self | — | — |
| The Estee Lauder Companies | Spouse's assets | Spouse | — | — |
| Employee Compensation | Spouse's assets | Spouse | — | — |
| Non-Employee Director Compensation | Spouse's assets | Spouse | — | — |
| Cash Compensation | Spouse's assets | Spouse | — | Directors' Fees |
| Eventbrite, Inc. (EB) Director Compensation | Spouse's assets | Spouse | — | — |
| Cash Compensation | Spouse's assets | Spouse | — | Directors' Fees |
| Family Trust #1 | Spouse's assets | Spouse | — | — |
| Taw LLC | Spouse's assets | Spouse | — | — |
| TAW Fund I (d.b.a. TAW Ventures) | Spouse's assets | Spouse | — | — |
| FILER - U.S. bank #1 brokerage account | Other assets | — | — | — |
| FILER - Thaddeus Alistair, LLC (one underlying asset not reportable) | Other assets | — | — | — |
| FILER - 233 Barton LLC (one underlying asset not reportable) | Other assets | — | — | — |
| FILER - Metatheory Inc. (Web 3) | Other assets | — | — | — |
| SPOUSE - Family Trust × 3 | Other assets | — | $0 est. | — |
| SPOUSE - Lansing Management Onshore LP | Other assets | — | — | Dividends Interest · $2.5K – $5K |
| SPOUSE - Searchlight Capital LP | Other assets | — | — | — |
| SPOUSE - Searchlight Capital AIV I, LP | Other assets | — | — | — |
| SPOUSE - Wainscott Colors LLC (one underlying asset not reportable) | Other assets | — | — | — |
| SPOUSE - Spring Condo LLC (one underlying asset not reportable) | Other assets | — | — | — |
| SPOUSE - Interactive Brokers Group Inc. IBKR | Other assets | — | — | — |
| SPOUSE - APi Group Corp APG | Other assets | — | — | — |
| SPOUSE - HEICO Corp HEI | Other assets | — | — | — |
| SPOUSE - TransUnion TRU | Other assets | — | — | — |
| SPOUSE - Ashtead Group PLC (AHT LN) | Other assets | — | — | — |
| SPOUSE - Moody's Corp MCO | Other assets | — | — | — |
| SPOUSE - Ferrari N.V. RACE | Other assets | — | — | — |
| SPOUSE - Boyd Group Services Inc. (BYD CN) | Other assets | — | — | — |
| SPOUSE - Hilton Worldwide Holdings Inc. HLT | Other assets | — | — | — |
| SPOUSE - Compass Inc. COMP | Other assets | — | — | — |
| SPOUSE - Old Dominion Freight Line ODFL | Other assets | — | — | — |
| SPOUSE - Waste Connections Inc. (WCN CN) | Other assets | — | — | — |
| SPOUSE - Clean Harbors Inc. CLH | Other assets | — | — | — |
| SPOUSE - Roper Technologies Inc. ROP | Other assets | — | — | — |
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.