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 |
Other assets
217 positions, as filed · back to all 670| Asset | Value | Income |
|---|---|---|
| FILER - U.S. bank #1 brokerage account | — | — |
| FILER - JPM 100% US Treas FD - Premier Fund 675 | $1K – $15K | $5K – $15K |
| FILER - Coupang Inc. Class A Common Stock CPNG | $1M – $5M | — |
| FILER - U.S. bank #1 Checking Account (cash) | $100K – $250K | — |
| JOINT - U.S. bank #1 Joint Checking Account (cash) | $15K – $50K | — |
| FILER - U.S. bank #2 Money Market Account | Under $1K | — |
| FILER - U.S. bank #2 Checking Account | Under $1K | — |
| FILER - Vanguard Balanced Index Fund Admiral Shares | $1M – $5M | $50K – $100K |
| FILER - Loan to Maidstone Club | $250K – $500K | Interest · $5K – $15K |
| FILER - Vicarage Stable LLC (horse stable) | $100K – $250K | — |
| FILER - Thaddeus Alistair, LLC (one underlying asset not reportable) | — | — |
| FILER - U.S. bank #1 (cash) | $15K – $50K | — |
| FILER - 233 Barton LLC (one underlying asset not reportable) | — | — |
| FILER - U.S. bank #1 (cash) | $15K – $50K | — |
| FILER - U.S. Treasury I-Bonds | $1K – $15K | Interest · $201 – $1K |
| FILER - Coupang, Inc. (e-commerce and logistics) | $1M – $5M | — |
| FILER - Casa Cruz (restaurant) | $100K – $250K | — |
| FILER - Jump Sucker Stable LLC (horse stable) | $100K – $250K | Capital Gains Interest · $5K – $15K |
| FILER - Founder Bets Master SPV LLC - Series Metatheory | $1K – $15K | — |
| FILER - Metatheory Inc. (Web 3) | — | — |
| SPOUSE - Family Trust #1 | — | — |
| SPOUSE - AL Federal Aid Highway Fin Auth Bond | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - NY Various Purposes Serial Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax Schoolhouse Bond | $250K – $500K | — |
| SPOUSE - MD GO Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - AL Black Belt Energy Gas Dist Bond | $250K – $500K | Interest · $15K – $50K |
| SPOUSE - AL Black Belt Energy Gas Dist Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY BANs Bond | Over $1M | — |
| SPOUSE - NY Improvement Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - SC Univ HGR Edu Rev Bond | $500K – $1M | — |
| SPOUSE - CO Utilities System Improv Rev Bond | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - CT GO Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - CT Health & Educ. Facilities Authority Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - CT STO Transport & Infrastructure Bond | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - CT STO Transport & Infrastructure Bond | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - Dist of Columbia Water & Sewer Bond | $250K – $500K | — |
| SPOUSE - NY Public Improvement Bond | $250K – $500K | Interest · $15K – $50K |
| SPOUSE - HI GO Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - IL Fin Auth Rev Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - IN Fin Auth State Revolving Fund Bond | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - FL Special Rev Refunding Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $100K – $250K | Interest · $2.5K – $5K |
| SPOUSE - TX Unlimited Tax Schoolhouse Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - NY Dev Corp Rev Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dev Corp Rev Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - NY MTA Bond | $250K – $500K | Interest · $15K – $50K |
| SPOUSE - MI Building Auth Bond | Over $1M | Interest · $5K – $15K |
| SPOUSE - MI Housing Dev Auth Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - MN GO St Var Purp Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY School District Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NJ Turnpike Authority Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY GO Bond | Over $1M | — |
| SPOUSE - NY GO Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY TFA Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY TFA Bond | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - NY TFA Bond | Over $1M | Interest · $50K – $100K |
| SPOUSE - NY Housing Dev Corp Bond | Over $1M | Interest · $50K – $100K |
| SPOUSE - NY Fin Auth Water & Sewer Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY Fin Auth Water & Sewer Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY Fin Auth Water & Sewer Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Transitional Fin Authority Bldg Bond | Under $1K | Capital Gains Interest · $5K – $15K |
| SPOUSE - NY Housing Dev Corp Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY GO Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Housing Finance Agency Bond | Over $1M | Interest · $15K – $50K |
| SPOUSE - NY HousingFinance Agency Bond | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Dormitory Authority Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Dormitory Authority Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY Dormitory Authority Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Over $1M | Interest · $50K – $100K |
| SPOUSE - NY Dormitory Authority Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY Urban Dev Corp Bond | Under $1K | Interest · $1K – $2.5K |
| SPOUSE - NY Urban Dev Corp Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Urban Dev Corp Bond | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - NC ST LTD Oblg Ref Bond | $100K – $250K | — |
| SPOUSE - TX Mun Water Bond | Over $1M | — |
| SPOUSE - OK Water Utilities Bond | $500K – $1M | — |
| SPOUSE - NY GO Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY LTD Tax Bond | Over $1M | — |
| SPOUSE - PA Housing Finance Agency Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax Refunding Bond | Over $1M | Interest · $50K – $100K |
| SPOUSE - TX Gen Improvement & Refunding Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - TX Electric & Gas Systems Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - SC State Housing Fin & Dev Auth Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - AL Southeast Energy Authority Bond | $100K – $250K | Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - TN Energy Acquisition Corp Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - TN Housing Dev Agency Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - TN Housing Dev Agency Bond | $100K – $250K | Interest · $1K – $2.5K |
| SPOUSE - TX DHCA Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX DHCA Bond | $500K – $1M | Interest · $5K – $15K |
| SPOUSE - TX Water Dev Board Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $100K – $250K | Interest · $2.5K – $5K |
| SPOUSE - NY MTA Bridges & Tunnels Bond | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - NY MTA Bridges & Tunnels Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Utility Debt Securitization Authority Bond | $500K – $1M | Interest · $15K – $50K |
| SPOUSE - NY Utility Debt Securitization Authority Bond | Under $1K | Capital Gains Interest · $50K – $100K |
| SPOUSE - VA Housing Dev Authority Bond | Under $1K | Capital Gains Interest · $15K – $50K |
| SPOUSE - NY GO Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - US Treasury Bill | $500K – $1M | Capital Gains Interest · $50K – $100K |
| SPOUSE - US brokerage (cash account - US dollar) | Under $1K | Interest · $5K – $15K |
| SPOUSE - US brokerage (cash account - Canadian dollar) | $50K – $100K | — |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Under $1K | Over $1M |
| SPOUSE - JPM Tax Free Money Market Fund JTFXX | Over $1M | Over $1M |
| SPOUSE - iShares MSCI EAFE ETF EFA | Over $1M | Over $1M |
| Spouse - SPDR S&P 500 ETF SPY | Over $1M | $100K – $1M |
| SPOUSE - Vanguard FTSE Emerging Markets ETF VWO | Over $1M | $100K – $1M |
| SPOUSE - iShares S&P/TSX 60 Index XIU | Over $1M | $100K – $1M |
| SPOUSE - Lansing Management Onshore LP | — | Dividends Interest · $2.5K – $5K |
| SPOUSE - Interactive Brokers Group Inc. IBKR | $250K – $500K | — |
| SPOUSE - APi Group Corp APG | $250K – $500K | — |
| SPOUSE - HEICO Corp HEI | $100K – $250K | — |
| SPOUSE - TransUnion TRU | $100K – $250K | — |
| SPOUSE - Ashtead Group PLC (AHT LN) | $100K – $250K | — |
| SPOUSE - Moody's Corp MCO | $100K – $250K | — |
| SPOUSE - Ferrari N.V. RACE | $100K – $250K | — |
| SPOUSE - Boyd Group Services Inc. (BYD CN) | $100K – $250K | — |
| SPOUSE - Hilton Worldwide Holdings Inc. HLT | $100K – $250K | — |
| SPOUSE - Compass Inc. COMP | $100K – $250K | — |
| SPOUSE - Old Dominion Freight Line ODFL | $50K – $100K | — |
| SPOUSE - Waste Connections Inc. (WCN CN) | $50K – $100K | — |
| SPOUSE - Clean Harbors Inc. CLH | $50K – $100K | — |
| SPOUSE - Roper Technologies Inc. ROP | $1K – $15K | — |
| SPOUSE - Searchlight Capital LP | — | — |
| SPOUSE - Liberty Latin America (telecommmunications) | $100K – $250K | — |
| SPOUSE - Cengage Learning (educational technology) | $250K – $500K | — |
| SPOUSE - Searchlight Capital AIV I, LP | — | — |
| SPOUSE - Ardent Hire Solutions (equipment rental) | $100K – $250K | — |
| SPOUSE - Wainscott Colors LLC (one underlying asset not reportable) | — | — |
| SPOUSE - Promissory Note, [Family Member], 1.31% dtd 12/21/2020 | Over $1M | Interest · $50K – $100K |
| SPOUSE - Spring Condo LLC (one underlying asset not reportable) | — | — |
| SPOUSE - U.S. brokerage account (cash) | $250K – $500K | Interest · $5K – $15K |
| SPOUSE - RAJ Family Partners LP (holding art) | Over $1M | — |
| SPOUSE - Dist of Columbia Water & Sewer Bond | $500K – $1M | — |
| SPOUSE - Family Trust #2 | — | — |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | $50K – $100K | $2.5K – $5K |
| SPOUSE - Estee Lauder Companies Inc. Cl A | $500K – $1M | Dividends · $5K – $15K |
| SPOUSE - Estee Lauder Companies Inc. vested Cl B Restricted | $500K – $1M | Dividends · $5K – $15K |
| SPOUSE - Rockefeller Global Equity ETF | Over $1M | $5K – $15K |
| SPOUSE - Rockefeller US Small-Mid-Cap ETF | $100K – $250K | — |
| SPOUSE - Family Trust #3 | — | — |
| SPOUSE - U.S. bank #1 (cash) | $100K – $250K | Interest · $5K – $15K |
| SPOUSE - IN Finance Authority, Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - MN, GO Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NJ Turnpike Authority, Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - City of NY, GO Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY, GO Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - Dormitory Authority of NY, Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - Dormitory Authority of NY, Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - Dormitory Authority of NY, Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - Dormitory Authority of NY, Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - Dormitory Authority of NY, Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - Empire State Dev. NY, Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - Empire State Dev. NY, Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - Co. of Onondaga, NY GO Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - City of San Antonio, TX Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - SC Housing Fin & Dev, Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - TX Housing & Comm. Affairs, Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - US Treasury Securities | Under $1K | Interest · $5K – $15K |
| SPOUSE - U.S. bank #1 (cash) | Under $1K | Interest · $5K – $15K |
| SPOUSE - U.S. bank #1 (cash) | Under $1K | Interest |
| SPOUSE - Estee Lauder Companies (EL) Class B Shares | Over $1M | Dividends · Over $1M |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Over $1M | $100K – $1M |
| SPOUSE - JPM Tax Free Money Market Fund JTFXX | Under $1K | $5K – $15K |
| Spouse - SPDR S&P 500 ETF SPY | Under $1K | $100K – $1M |
| SPOUSE - Vanguard FTSE Emerging Markets ETF VWO | Under $1K | $2.5K – $5K |
| SPOUSE - iShares S&P/TSX 60 Index XIU | Under $1K | $15K – $50K |
| SPOUSE - Undeveloped Land, Suffolk County, NY | $5M – $25M | — |
| SPOUSE - Dormitory Authority of NY, Bond | Under $1K | Interest · $15K – $50K |
| SPOUSE - NY Environmental Bond | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Environmental Bond | Under $1K | — |
| SPOUSE - JPM Tax Free MMKT Inst Sweep FD JTFXX | Over $1M | $100K – $1M |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund JTSXX | Under $1K | Over $1M |
| SPOUSE - Estee Lauder Companies Inc. vested Class B Restricted EL | Over $1M | Dividends · $100K – $1M |
| SPOUSE - U.S. bank #1 brokerage account (cash) | $500K – $1M | Interest · $1K – $2.5K |
| JOINT- U.S. bank #1 joint account (cash) | $1K – $15K | Interest · $1K – $2.5K |
| SPOUSE - U.S. bank #1 Checking | $500K – $1M | Interest |
| SPOUSE - Coutts & Company Money Market | Under $1K | Interest · $15K – $50K |
| SPOUSE - Coutts & Company (cash account - US dollar) | Over $1M | Interest |
| SPOUSE - Loan to Ms. Robles | $1K – $15K | Interest · $201 – $1K |
| SPOUSE - Loan to Ms. Santana | $1K – $15K | Interest · $1K – $2.5K |
| SPOUSE - Loan to Town Line Holdings II LLC | Over $1M | Interest · $100K – $1M |
| SPOUSE - CT STO Transport & Infrastructure Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY GO Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Transitional Fin Authority Bldg Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Housing Finance Agency Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Dormitory Authority Bond | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Dormitory Authority Bond | Under $1K | Interest · $5K – $15K |
| SPOUSE - NY Urban Dev Corp Bond | Under $1K | Interest · $2.5K – $5K |
| SPOUSE - NY Urban Dev Corp Bond | Under $1K | Interest · $5K – $15K |
| Spouse - SPDR S&P 500 ETF SPY | Under $1K | $50K – $100K |
| SPOUSE - Vanguard FTSE Emerging Markets ETF VWO | Under $1K | $1K – $2.5K |
| SPOUSE - iShares S&P/TSX 60 Index XIU | Under $1K | $5K – $15K |
| Lansing Management Onshore LP | Under $1K | Dividends Interest · $15K – $50K |
| SPOUSE - Interactive Brokers Group Inc. IBKR | — | — |
| SPOUSE - APi Group Corp APG | — | — |
| SPOUSE - HEICO Corp HEI | — | — |
| SPOUSE - TransUnion TRU | — | — |
| SPOUSE - Ashtead Group PLC (AHT LN) | — | — |
| SPOUSE - Moody's Corp MCO | — | — |
| SPOUSE - Ferrari N.V. RACE | — | — |
| SPOUSE - Boyd Group Services Inc. (BYD CN) | — | — |
| SPOUSE - Hilton Worldwide Holdings Inc. HLT | — | — |
| SPOUSE - Compass Inc. COMP | — | — |
| SPOUSE - Old Dominion Freight Line ODFL | — | — |
| SPOUSE - Waste Connections Inc. (WCN CN) | — | — |
| SPOUSE - Clean Harbors Inc. CLH | — | — |
| SPOUSE - Roper Technologies Inc. ROP | — | — |
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.