15trades · $456.5K est.
0%
disclosed on time · 15 late, worst 33d over
$6.2Mest. assets · Termination
Since nomination
Nominee 278 (09/18/2023) vs TerminationDivested
9 positions · $361.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares VWIUX | Other assets | — | $100K – $250K |
| Amazon.com, Inc. AMZN | Other assets | — | $15K – $50K |
| Truist Financial Corporation Common Stock TFC | Other assets | — | $15K – $50K |
| Target Corp. TGT | Other assets | — | $15K – $50K |
| Oracle Corp. ORCL | Other assets | — | $15K – $50K |
| The PNC Financial Services Group, Inc. PNC | Other assets | — | $15K – $50K |
| Pfizer Inc. PFE | Other assets | — | $1K – $15K |
| Procter & Gamble Co. PG | Other assets | — | $1K – $15K |
| JPMorgan Chase & Co. JPM | Other assets | — | $1K – $15K |
Held at termination
87 positions · $6.2M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Residential Real Estate, Ft. Lauderdale, FL | Other assets | — | $250K – $500K | $250K – $500K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Other assets | — | $250K – $500K | $250K – $500K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Spouse's assets | Spouse | $100K – $250K | $250K – $500K |
| DFA International Sustainability Core 1 Portfolio DFSPX | Other assets | — | $100K – $250K | $250K – $500K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Employment assets | Self | $100K – $250K | $100K – $250K |
| DFA Investment Grade Portfolio DFAPX | Employment assets | Self | $100K – $250K | $100K – $250K |
| DFAGlobal Sustainability Fixed Income Portfolio Instl Class Share DGSFX | Employment assets | Self | $100K – $250K | $100K – $250K |
| U.S. bank #1 (cash) | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX | Other assets | — | $100K – $250K | $100K – $250K |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | Other assets | — | $100K – $250K | $100K – $250K |
| Fidelity Advisor Intermediate Municipal Income Fund Class Z Shares FIQZX | Other assets | — | $100K – $250K | $100K – $250K |
| Jensen Quality Growth Fund Class I Shares JENIX | Employment assets | Self | $50K – $100K | $100K – $250K |
| DFA International Sustainability Core 1 Portfolio DFSPX | Spouse's assets | Spouse | $50K – $100K | $100K – $250K |
| DFA Intermediate-Term Municipal Bond Portfolio Institutional Class Shs DFTIX | Other assets | — | $50K – $100K | $100K – $250K |
| DFA U.S. Sustainability Targeted Value Portfolio Institutional Class DAABX | Other assets | — | $50K – $100K | $100K – $250K |
| PIMCO Income Fund Institutional Class Shares PIMIX | Other assets | — | $15K – $50K | $100K – $250K |
| Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares VITLX | Employment assets | Self | $50K – $100K | $50K – $100K |
| Baron Real Estate Fund Retail Shares BREFX | Employment assets | Self | $50K – $100K | $50K – $100K |
| DFA International Sustainability Core 1 Portfolio DFSPX | Employment assets | Self | $50K – $100K | $50K – $100K |
| DFAGlobal Core Plus Fixed Income Portfolio Institutional Class Shares DGCFX | Employment assets | Self | $50K – $100K | $50K – $100K |
| First Eagle Overseas Fund Class I Shares SGOIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| First Eagle Overseas Fund Class I Shares SGOIX | Employment assets | Self | $50K – $100K | $50K – $100K |
| DFA Real Estate Securities Portfolio Institutional Class Shares DFREX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Impax EllevateGlobal Women's Leadership Fund Institutional Class Shares PXWIX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| TIAA-CREF Core Impact Bond Fund Institutional Class Shares TSBIX | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Apple, Inc. AAPL | Other assets | — | $50K – $100K | $50K – $100K |
| FPA Crescent Fund FPACX | Other assets | — | $50K – $100K | $50K – $100K |
| First Eagle Overseas Fund Class I Shares SGOIX | Other assets | — | $50K – $100K | $50K – $100K |
| Impax EllevateGlobal Women's Leadership Fund Institutional Class Shares PXWIX | Other assets | — | $50K – $100K | $50K – $100K |
| Impax Global Environmental Markets Fund Institutional Class Shares PGINX | Other assets | — | $50K – $100K | $50K – $100K |
| Goldman Sachs ActiveBeta International Equity ETF GSIE | Other assets | — | $50K – $100K | $50K – $100K |
| Oil well, Uinta, Wyoming - Hilcorp | Other assets | — | $50K – $100K | $50K – $100K |
| Impax Global Environmental Markets Fund Institutional Class Shares PGINX | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| PIMCO Income Fund Institutional Class Shares PIMIX | Employment assets | Self | $50K – $100K | $15K – $50K |
| Baron Small Cap Fund Institutional Class Shares BSFIX | Employment assets | Self | $50K – $100K | $15K – $50K |
| DFA Investment Grade Portfolio DFAPX | Spouse's assets | Spouse | $50K – $100K | $15K – $50K |
| FPA Crescent Fund FPACX | Spouse's assets | Spouse | $50K – $100K | $15K – $50K |
| Dodge & Cox Income Fund Class X | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard ESG International Stock ETF VSGX | Employment assets | Self | $15K – $50K | $15K – $50K |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Employment assets | Self | $15K – $50K | $15K – $50K |
| DFA Real Estate Securities Portfolio Institutional Class Shares DFREX | Employment assets | Self | $15K – $50K | $15K – $50K |
| DFAEmerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | Employment assets | Self | $15K – $50K | $15K – $50K |
| DFA International Sustainability Core 1 Portfolio DFSPX | Employment assets | Self | $15K – $50K | $15K – $50K |
| FPA Crescent Fund FPACX | Employment assets | Self | $15K – $50K | $15K – $50K |
| PIMCO Income Fund Institutional Class Shares PIMIX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| BaronEmerging Markets Fund Retail Class Shares BEXFX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| DFAEmerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| PIMCO Income Fund Institutional Class Shares PIMIX | Spouse's assets | Spouse | $15K – $50K | $15K – $50K |
| DFA International Sustainability Core 1 Portfolio DFSPX | Other assets | — | $15K – $50K | $15K – $50K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Other assets | — | $15K – $50K | $15K – $50K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard ESG International Stock ETF VSGX | Other assets | — | $15K – $50K | $15K – $50K |
| DFA Emerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | Other assets | — | $15K – $50K | $15K – $50K |
| FlexShares Quality Dividend Index Fund QDF | Other assets | — | $15K – $50K | $15K – $50K |
| Broadcom, Inc. AVGO | Other assets | — | $15K – $50K | $15K – $50K |
| DFAEmerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | Other assets | — | $15K – $50K | $15K – $50K |
| Public Service Enterprise Group, Inc. PEG | Other assets | — | $15K – $50K | $15K – $50K |
| iShares Core Dividend Growth ETF DGRO | Other assets | — | $15K – $50K | $15K – $50K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | Other assets | — | $15K – $50K | $15K – $50K |
| Pfizer Inc. PFE | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard ESG International Stock ETF VSGX | Other assets | — | $15K – $50K | $15K – $50K |
| Consumer Staples Select Sector SPDR Fund XLP | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Dividend Growth Fund Investor Shares VDIGX | Other assets | — | $15K – $50K | $15K – $50K |
| Cisco Systems, Inc. CSCO | Other assets | — | $15K – $50K | $15K – $50K |
| DFA Large Cap International Portfolio Institutional Class Shares DFALX | Other assets | — | $15K – $50K | $15K – $50K |
| iShares ESG Aware MSCI EM ETF ESGE | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Mid-Cap Value Index Fund ETF Class Shares VOE | Other assets | — | $15K – $50K | $15K – $50K |
| Intel Corp. INTC | Other assets | — | $15K – $50K | $15K – $50K |
| The Kroger Co. KR | Other assets | — | $1K – $15K | $15K – $50K |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | Employment assets | Self | $1K – $15K | $1K – $15K |
| FPA Crescent Fund FPACX | Employment assets | Self | $1K – $15K | $1K – $15K |
| DFA International Sustainability Core 1 Portfolio DFSPX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| PIMCO Income Fund Institutional Class Shares PIMIX | Other assets | — | $1K – $15K | $1K – $15K |
| iShares Core Dividend Growth ETF DGRO | Other assets | — | $1K – $15K | $1K – $15K |
| Vanguard Dividend Growth Fund Investor Shares VDIGX | Other assets | — | $1K – $15K | $1K – $15K |
| PIMCO Income Fund Institutional Class Shares PIMIX | Other assets | — | $1K – $15K | $1K – $15K |
| Procter & Gamble Co. PG | Other assets | — | $1K – $15K | $1K – $15K |
| Ledyard Financial Group Ord Shs LFGP | Other assets | — | $1K – $15K | $1K – $15K |
| iShares Edge MSCI Min Vol EAFE ETF EFAV | Other assets | — | $1K – $15K | $1K – $15K |
| Matternet, vested stock options | Employment assets | Self | $500K – $1M | Under $1K |
| ANRA Technologies, vested stock options | Employment assets | Self | $50K – $100K | Under $1K |
| Microsoft Corp. MSFT | Other assets | — | $50K – $100K | Under $1K |
| Alphabet, Inc. Class A GOOGL | Other assets | — | $15K – $50K | Under $1K |
| Texas Instruments Incorporated TXN | Other assets | — | $15K – $50K | Under $1K |
| Apple, Inc. AAPL | Other assets | — | $1K – $15K | Under $1K |
| AT&T, Inc. T | Other assets | — | $1K – $15K | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| AT&T Inc | Sell | $1K – $15K | Self | Dec 18, 2024 | 6d late filing ↗ |
| TXN Texas Instruments Incorporated | Sell | $15K – $50K | Self | Aug 21, 2024 | 4d late filing ↗ |
| AAPL Apple, Inc. | Sell | $15K – $50K | Self | Jun 11, 2024 | 17d late filing ↗ |
| AVGO Broadcom, Inc. | Sell | $15K – $50K | Self | Feb 22, 2024 | 15d late filing ↗ |
| GOOGL Alphabet, Inc. Class A | Sell | $50K – $100K | Self | Jan 9, 2024 | 27d late filing ↗ |
| MSFT Microsoft Corp. | Sell | $15K – $50K | Self | Jan 9, 2024 | 27d late filing ↗ |
| ANRA Technologies | Sell | $15K – $50K | Self | Jan 8, 2024 | 28d late filing ↗ |
| ANRA Technologies | Sell | $15K – $50K | Self | Jan 3, 2024 | 33d late filing ↗ |
| PFE Pfizer Inc. | Sell | $1K – $15K | Self | Nov 14, 2023 | 12d late filing ↗ |
| TFC Truist Financial Corporation Common Stock | Sell | $15K – $50K | Self | Nov 14, 2023 | 12d late filing ↗ |
| TGT Target Corp. | Sell | $15K – $50K | Self | Nov 14, 2023 | 12d late filing ↗ |
| PNC The PNC Financial Services Group, Inc. | Sell | $15K – $50K | Self | Nov 14, 2023 | 12d late filing ↗ |
| JPM JPMorgan Chase & Co. | Sell | $1K – $15K | Self | Nov 14, 2023 | 12d late filing ↗ |
| AVGO Broadcom, Inc. | Sell | $15K – $50K | Self | Nov 14, 2023 | 12d late filing ↗ |
| AMZN Amazon.com, Inc. | Sell | $15K – $50K | Self | Nov 7, 2023 | 19d late filing ↗ |
Asset holdings
Termination · filed —All positions
97 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Matternet, vested stock options | Self | Under $1K | — |
| ANRA Technologies, vested stock options | Self | Under $1K | exercised options, ordinary income · $31.5K |
| Supernal, 401(k) plan: | Self | — | — |
| Dodge & Cox Income Fund Class X | Self | $15K – $50K | — |
| Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares VITLX | Self | $50K – $100K | — |
| Rollover IRA | Self | — | — |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF GSLC | Self | $1K – $15K | — |
| Vanguard ESG International Stock ETF VSGX | Self | $15K – $50K | — |
| Vanguard Total Stock Market Index Fund ETF Class Shares VTI | Self | $15K – $50K | — |
| Baron Real Estate Fund Retail Shares BREFX | Self | $50K – $100K | — |
| DFA International Sustainability Core 1 Portfolio DFSPX | Self | $50K – $100K | — |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Self | $100K – $250K | — |
| DFA Real Estate Securities Portfolio Institutional Class Shares DFREX | Self | $15K – $50K | — |
| DFA Investment Grade Portfolio DFAPX | Self | $100K – $250K | — |
| DFAGlobal Sustainability Fixed Income Portfolio Instl Class Share DGSFX | Self | $100K – $250K | — |
| DFAEmerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | Self | $15K – $50K | — |
| DFAGlobal Core Plus Fixed Income Portfolio Institutional Class Shares DGCFX | Self | $50K – $100K | — |
| First Eagle Overseas Fund Class I Shares SGOIX | Self | $50K – $100K | — |
| FPA Crescent Fund FPACX | Self | $1K – $15K | — |
| PIMCO Income Fund Institutional Class Shares PIMIX | Self | $15K – $50K | — |
| Roth IRA | Self | — | — |
| Baron Small Cap Fund Institutional Class Shares BSFIX | Self | $15K – $50K | — |
| DFA International Sustainability Core 1 Portfolio DFSPX | Self | $15K – $50K | — |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Self | $50K – $100K | — |
| First Eagle Overseas Fund Class I Shares SGOIX | Self | $50K – $100K | — |
| FPA Crescent Fund FPACX | Self | $15K – $50K | — |
| Jensen Quality Growth Fund Class I Shares JENIX | Self | $100K – $250K | — |
| Good Neighbor Health Clinic | Spouse | — | Hourly compensation |
| IRA | Spouse | — | — |
| DFA International Sustainability Core 1 Portfolio DFSPX | Spouse | $1K – $15K | — |
| PIMCO Income Fund Institutional Class Shares PIMIX | Spouse | $15K – $50K | — |
| Beneficiary IRA | Spouse | — | — |
| BaronEmerging Markets Fund Retail Class Shares BEXFX | Spouse | $15K – $50K | — |
| DFA International Sustainability Core 1 Portfolio DFSPX | Spouse | $100K – $250K | — |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | Spouse | $250K – $500K | — |
| DFA Real Estate Securities Portfolio Institutional Class Shares DFREX | Spouse | $50K – $100K | — |
| DFA Investment Grade Portfolio DFAPX | Spouse | $15K – $50K | — |
| DFAEmerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | Spouse | $15K – $50K | — |
| FPA Crescent Fund FPACX | Spouse | $15K – $50K | — |
| Impax Global Environmental Markets Fund Institutional Class Shares PGINX | Spouse | $50K – $100K | — |
| Impax EllevateGlobal Women's Leadership Fund Institutional Class Shares PXWIX | Spouse | $50K – $100K | — |
| PIMCO Income Fund Institutional Class Shares PIMIX | Spouse | $15K – $50K | — |
| TIAA-CREF Core Impact Bond Fund Institutional Class Shares TSBIX | Spouse | $50K – $100K | — |
| U.S. bank #1 (cash) | — | $100K – $250K | — |
| Residential Real Estate, Ft. Lauderdale, FL | — | $250K – $500K | — |
| Brokerage Account #1 | — | — | — |
| DFA International Sustainability Core 1 Portfolio DFSPX | — | $15K – $50K | $201 – $1K |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | — | $15K – $50K | $201 – $1K |
| PIMCO Income Fund Institutional Class Shares PIMIX | — | $1K – $15K | $201 – $1K |
| Brokerage Account #2 | — | — | — |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | — | $15K – $50K | $201 – $1K |
| Vanguard ESG International Stock ETF VSGX | — | $15K – $50K | $201 – $1K |
| DFA Emerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | — | $15K – $50K | — |
| FlexShares Quality Dividend Index Fund QDF | — | $15K – $50K | $201 – $1K |
| iShares Core Dividend Growth ETF DGRO | — | $1K – $15K | $201 – $1K |
| Vanguard Dividend Growth Fund Investor Shares VDIGX | — | $1K – $15K | — |
| Apple, Inc. AAPL | — | Under $1K | Capital Gains Dividends · $5K – $15K |
| AT&T, Inc. T | — | Under $1K | Capital Gains Dividends · $5K – $15K |
| PIMCO Income Fund Institutional Class Shares PIMIX | — | $1K – $15K | $201 – $1K |
| Family Trust #1: | — | — | — |
| DFA US Sustainability Core 1 Portfolio Institutional Class Shares DFSIX | — | $250K – $500K | $2.5K – $5K |
| DFA International Sustainability Core 1 Portfolio DFSPX | — | $250K – $500K | $2.5K – $5K |
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares VMLUX | — | $100K – $250K | $2.5K – $5K |
| Schwab Treasury Obligations Money Fund Investor Class Shares SNOXX | — | $100K – $250K | $2.5K – $5K |
| DFA Intermediate-Term Municipal Bond Portfolio Institutional Class Shs DFTIX | — | $100K – $250K | $1K – $2.5K |
| DFA U.S. Sustainability Targeted Value Portfolio Institutional Class DAABX | — | $100K – $250K | $1K – $2.5K |
| Apple, Inc. AAPL | — | $50K – $100K | Capital Gains Dividends · $5K – $15K |
| FPA Crescent Fund FPACX | — | $50K – $100K | — |
| First Eagle Overseas Fund Class I Shares SGOIX | — | $50K – $100K | $201 – $1K |
| Impax EllevateGlobal Women's Leadership Fund Institutional Class Shares PXWIX | — | $50K – $100K | — |
| Microsoft Corp. MSFT | — | Under $1K | — |
| Impax Global Environmental Markets Fund Institutional Class Shares PGINX | — | $50K – $100K | — |
| Goldman Sachs ActiveBeta International Equity ETF GSIE | — | $50K – $100K | $1K – $2.5K |
| Alphabet, Inc. Class A GOOGL | — | Under $1K | — |
| Broadcom, Inc. AVGO | — | $15K – $50K | Dividends · $1K – $2.5K |
| DFAEmerging Markets Sustainability Core 1 Portfolio Institutionl Class Sh DESIX | — | $15K – $50K | $1K – $2.5K |
| Texas Instruments Incorporated TXN | — | Under $1K | Capital Gains Dividends · $15K – $50K |
| Public Service Enterprise Group, Inc. PEG | — | $15K – $50K | Dividends · $1K – $2.5K |
| iShares Core Dividend Growth ETF DGRO | — | $15K – $50K | $201 – $1K |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs GSIMX | — | $15K – $50K | $1K – $2.5K |
| Pfizer Inc. PFE | — | $15K – $50K | Dividends · $1K – $2.5K |
| Vanguard ESG International Stock ETF VSGX | — | $15K – $50K | $201 – $1K |
| Consumer Staples Select Sector SPDR Fund XLP | — | $15K – $50K | $201 – $1K |
| Vanguard Dividend Growth Fund Investor Shares VDIGX | — | $15K – $50K | $201 – $1K |
| PIMCO Income Fund Institutional Class Shares PIMIX | — | $100K – $250K | $1K – $2.5K |
| Cisco Systems, Inc. CSCO | — | $15K – $50K | Dividends · $201 – $1K |
| DFA Large Cap International Portfolio Institutional Class Shares DFALX | — | $15K – $50K | $201 – $1K |
| iShares ESG Aware MSCI EM ETF ESGE | — | $15K – $50K | $201 – $1K |
| Vanguard Mid-Cap Value Index Fund ETF Class Shares VOE | — | $15K – $50K | $201 – $1K |
| The Kroger Co. KR | — | $15K – $50K | Dividends · $201 – $1K |
| Intel Corp. INTC | — | $15K – $50K | Dividends · $201 – $1K |
| Procter & Gamble Co. PG | — | $1K – $15K | Dividends · $201 – $1K |
| Ledyard Financial Group Ord Shs LFGP | — | $1K – $15K | Dividends · $201 – $1K |
| iShares Edge MSCI Min Vol EAFE ETF EFAV | — | $1K – $15K | — |
| Hilcorp (oil exploration/production) | — | — | — |
| Oil well, Uinta, Wyoming - Hilcorp | — | $50K – $100K | Rent or Royalties · $2.5K – $5K |
| Fidelity Advisor Intermediate Municipal Income Fund Class Z Shares FIQZX | — | $100K – $250K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.