Congressional stock trades · Member
Rick Scott
Senator · FL · Republican
278 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 7 annual reports are below.
Current committees: Senate Committee on Armed Services; Senate Committee on Foreign Relations; Senate Committee on Homeland Security and Governmental Affairs; Senate Committee on the Budget; Senate Special Committee on Aging.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-01-07 | 2021-12-15 | 23 | Spouse | Maryland State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2022 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-01-07 | 2021-12-15 | 23 | Member | Maryland State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2022 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-01-07 | 2021-12-15 | 23 | Spouse | Maryland State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2022 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-01-07 | 2021-12-15 | 23 | Spouse | Maryland State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2022 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-01-07 | 2021-12-15 | 23 | Member | Ohio State General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2022 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-01-07 | 2021-12-09 | 29 | Member | Massachusetts Dev Fin Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-01-07 | 2021-12-09 | 29 | Spouse | Massachusetts Dev Fin Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-01-07 | 2021-12-09 | 29 | Spouse | Massachusetts Dev Fin Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-01-07 | 2021-12-09 | 29 | Spouse | Massachusetts Dev Fin Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2021-11-19 | 2021-10-25 | 25 | Spouse | Dallas Fort Worth Texas Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2022 | Purchase | $250,001 - $500,000 | eFD → |
| 2021-11-19 | 2021-10-25 | 25 | Spouse | Dallas Fort Worth Texas Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2022 | Purchase | $100,001 - $250,000 | eFD → |
| 2021-11-19 | 2021-10-25 | 25 | Spouse | Dallas Fort Worth Texas Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2022 | Purchase | $250,001 - $500,000 | eFD → |
| 2021-10-28 | 2021-10-21 | 7 | Spouse | Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039 | Purchase | $250,001 - $500,000 | eFD → |
| 2021-10-28 | 2021-10-21 | 7 | Spouse | Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039 | Purchase | $250,001 - $500,000 | eFD → |
| 2021-10-28 | 2021-10-21 | 7 | Spouse | Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2021-10-28 | 2021-09-22 | 36 | Spouse | Federal Farm Credit Banks Bond Rate/Coupon: 0.25% Matures: 09/21/2023 | Purchase | $250,001 - $500,000 | eFD → |
| 2021-10-28 | 2021-09-22 | 36 | Spouse | Federal Farm Credit Banks Bond Rate/Coupon: 0.25% Matures: 09/21/2023 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2021-06-24 | 2021-06-02 | 22 | Member | Broward County Florida Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2021-06-24 | 2021-05-25 | 30 | Member | Valterra Products Holdings, LLC Company: Valterra Products Holdings, LLC (Mission Hills, CA) Description: Manufacturing and products supplier | Sale (full) | $5,000,001 - $25,000,000 | eFD → |
| 2021-06-24 | 2021-05-25 | 30 | Spouse | Valterra Products Holdings, LLC Company: Valterra Products Holdings, LLC (Mission Hills, CA) Description: Manufacturing and products supplier | Sale (full) | $5,000,001 - $25,000,000 | eFD → |
| 2021-06-24 | 2021-05-25 | 30 | Spouse | Valterra Products Holdings, LLC Company: Valterra Products Holdings, LLC (Mission Hills, CA) Description: Manufacturing and products supplier | Sale (full) | $5,000,001 - $25,000,000 | eFD → |
| 2021-04-23 | 2021-04-06 | 17 | Spouse | Virginia College Bldg Auth VA Educational Facs Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2023 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2021-04-23 | 2021-03-26 | 28 | Member | New Jersey State Turnpike Auth Turnpike Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2022 | Purchase | $100,001 - $250,000 | eFD → |
| 2021-01-12 | 2020-12-17 | 26 | Spouse | Wisconsin State General Obligation Bond Rate/Coupon: 5.0% Matures: 05/01/2023 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-12-21 | 2020-11-24 | 27 | Spouse | Tampa Florida Solid Waste System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2021 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-12-21 | 2020-11-24 | 27 | Spouse | Tampa Florida Solid Waste System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2021 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-12-21 | 2020-11-24 | 27 | Spouse | Tampa Florida Solid Waste System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2021 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-10-23 | 2020-09-18 | 35 | Spouse | New York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-09-26 | 2020-09-16 | 10 | Spouse | New York City Municipal Water Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2038 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-09-26 | 2020-09-16 | 10 | Spouse | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-09-26 | 2020-09-16 | 10 | Spouse | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-09-26 | 2020-09-16 | 10 | Spouse | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-09-26 | 2020-09-16 | 10 | Member | New York City Municipal Water Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2038 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-09-26 | 2020-09-16 | 10 | Member | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-09-26 | 2020-09-03 | 23 | Spouse | New York State Dorm Auth State Personal Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2027 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-09-26 | 2020-08-27 | 30 | Spouse | Ysleta Texas Independent School District Ref Bond (Exchanged) Ysleta Texas Independent School District Ref Bond (Received) Rate/Coupon: 4.0% Matures: 08/15/2031 | Exchange | $1,001 - $15,000 | eFD → |
| 2020-09-26 | 2020-08-27 | 30 | Spouse | Ysleta Texas Independent School District Ref Bond (Exchanged) Ysleta Texas Independent School District Ref Bond (Received) Rate/Coupon: 4.0% Matures: 08/15/2031 | Exchange | $1,001 - $15,000 | eFD → |
| 2020-09-26 | 2020-08-26 | 31 | Spouse | Ysleta Texas Independent School District Ref Bond (Exchanged) Ysleta Texas Independent School District Ref Bond (Received) Rate/Coupon: 4.0% Matures: 08/15/2031 | Exchange | $250,001 - $500,000 | eFD → |
| 2020-09-26 | 2020-08-26 | 31 | Spouse | Ysleta Texas Independent School District Ref Bond (Exchanged) Ysleta Texas Independent School District Ref Bond (Received) Rate/Coupon: 4.0% Matures: 08/15/2031 | Exchange | $500,001 - $1,000,000 | eFD → |
| 2020-08-13 | 2020-07-15 | 29 | Spouse | Tampa Bay Water Florida Regional Water Supply Auth Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2037 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-07-13 | 2020-07-01 | 12 | Member | King County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-07-13 | 2020-07-01 | 12 | Spouse | King County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-07-13 | 2020-06-18 | 25 | Member | New York State Dorm Auth Personal Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2031 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-07-13 | 2020-06-09 | 34 | Spouse | Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-07-13 | 2020-06-09 | 34 | Spouse | Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Member | Metropolitan Nashville Airport Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2036 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Member | City of Chicago Chicago O'Hare Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2026 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | Metropolitan Nashville Airport Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2036 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | Greater Orlando Aviation Authority Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2038 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | Metropolitan Nashville Airport Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2037 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | City of Chicago Chicago O'Hare Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2026 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | Greater Orlando Aviation Authority Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2038 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | City of Chicago Chicago O'Hare Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2026 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | Greater Orlando Aviation Authority Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2038 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-02 | 10 | Spouse | Metropolitan Nashville Airport Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2036 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-01 | 11 | Member | Broward County Florida Airport Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-06-12 | 2020-06-01 | 11 | Spouse | Broward County Florida Airport Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-01 | 11 | Spouse | Broward County Florida Airport Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-06-01 | 11 | Spouse | Broward County Florida Airport Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2020-06-12 | 2020-05-13 | 30 | Member | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-06-12 | 2020-05-13 | 30 | Spouse | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-05-13 | 30 | Spouse | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-06-12 | 2020-05-13 | 30 | Spouse | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-04-17 | 2020-03-31 | 17 | Spouse | Martin County Florida Health Facilities Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2045 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-04-17 | 2020-03-27 | 21 | Spouse | Broward County Florida Airport Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2037 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-04-17 | 2020-03-27 | 21 | Spouse | Broward County Florida Airport Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2037 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-04-17 | 2020-03-18 | 30 | Spouse | California State Var Purp General Obligation Bond Rate/Coupon: 5.0% Matures: 03/01/2035 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-02-12 | 2020-01-14 | 29 | Member | City of Chicago Chicago O'Hare Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-02-12 | 2020-01-14 | 29 | Spouse | City of Chicago Chicago O'Hare Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2026 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-02-12 | 2020-01-14 | 29 | Spouse | City of Chicago Chicago O'Hare Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2026 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-01-21 | 2019-12-19 | 33 | Spouse | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-01-21 | 2019-12-19 | 33 | Spouse | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2032 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-01-21 | 2019-12-19 | 33 | Member | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-01-21 | 2019-12-19 | 33 | Spouse | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-01-21 | 2019-12-17 | 35 | Spouse | Broward County Fla Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-01-21 | 2019-12-17 | 35 | Member | Broward County Fla Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Purchase | $100,001 - $250,000 | eFD → |
| 2020-01-21 | 2019-12-17 | 35 | Spouse | Broward County Fla Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-01-21 | 2019-12-17 | 35 | Spouse | Broward County Fla Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Purchase | $500,001 - $1,000,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
302 assets with a value on the report filed 2026-08-13, 3 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Personal Residence - Naples | Other | Joint | $25,000,001 - $50,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $1,001 - $15,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $50,001 - $100,000 |
| Morgan Stanley | Other | Member | $50,001 - $100,000 |
| Lower Alabama Gas Project Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Connecticut State Spec Tax Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Chicago Illinois Met Water Reclamation District Bond | Bond | Member | $250,001 - $500,000 |
| AG SF (L) L.P. | Other | Member | $15,001 - $50,000 |
| OVO Fund II, LLC | Other | Member | $100,001 - $250,000 |
| Engine Capital, LP | Other | Member | $1,000,001 - $5,000,000 |
| Nokomis Capital Partners, L.P. | Other | Member | $1,001 - $15,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Member | $5,000,001 - $25,000,000 |
| VCA TCG Holdings, LLC | Other | Member | $5,000,001 - $25,000,000 |
| Pershing Advisor Solutions | Other | Member | $100,001 - $250,000 |
| VSS Structured Capital III, L.P. | Other | Member | $500,001 - $1,000,000 |
| Airplanes | Other | Member | $25,000,001 - $50,000,000 |
| GLDMSPDR Gold MiniShares | Fund | Member | $5,000,001 - $25,000,000 |
| Casdin Partners, LP | Other | Member | $500,001 - $1,000,000 |
| Stonepine Capital, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| Third Prime Alpha Fund II, LP | Other | Member | $250,001 - $500,000 |
| Fortress Credit Opportunities Fund V Expansion (A) LP | Other | Member | $1,000,001 - $5,000,000 |
| ITE Rail Fund, LP c/o ITE Rail GP LLC | Other | Member | $1,000,001 - $5,000,000 |
| GMO Equity Dislocation Fund LP | Other | Member | $1,000,001 - $5,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $15,001 - $50,000 |
| Light-sport airplane | Other | Member | $100,001 - $250,000 |
| South Carolina Ports Auth Revenue Bond | Bond | Member | None (or less than $1,001) |
| Texas Water Dev Brd Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond | Bond | Member | None (or less than $1,001) |
| University of Michigan Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Port of Seattle Washington Revenue Bond | Bond | Member | None (or less than $1,001) |
| Arizona Board of Regents University of Arizona Sys Revenue Bond | Bond | Member | $100,001 - $250,000 |
| District of Columbia Income Tax Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Washington St. General Obligation Bond | Bond | Member | $100,001 - $250,000 |
| Hampton Roads Transn Accountability Commn Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Gainline Equity Fund LP | Other | Member | $1,000,001 - $5,000,000 |
| Gainline Galaxy Holdings LLC | Other | Member | $500,001 - $1,000,000 |
| University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond | Bond | Member | $100,001 - $250,000 |
| King County Washington Sewer Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Houston Texas Utility Sys Revenue Bond | Bond | Member | $100,001 - $250,000 |
| El Paso Texas Water & Sewer Revenue Bond | Bond | Member | $100,001 - $250,000 |
| New Jersey State Turnpike Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Harris County Texas Toll Road Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Pennsylvania Higher Education Facs Auth Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Tampa Fla Wtr & Wastewater Sys Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Main Str Nat Gas Inc Georgia Revenue Bond | Bond | Member | $100,001 - $250,000 |
| U.S. Treasury Note 03/20/2025 | Bond | Member | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Member | None (or less than $1,001) |
| Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Utah Transp Auth Sales Tax Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Charlotte NC Water & Sewer Sys Revenue Bond | Bond | Member | $100,001 - $250,000 |
| U.S. Treasury Note 01/15/2026 | Bond | Member | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 07/17/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 09/11/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 10/16/2025 | Bond | Member | None (or less than $1,001) |
| CrossingBridge Low Duration High Income Fund - CrossingBridge Low Duration High Income Fund - Institutional Class Shares | Fund | Member | None (or less than $1,001) |
| Ancora Impact Fund LP Series EE | Other | Member | $1,000,001 - $5,000,000 |
| Third Prime Alpha Fund IV, LP | Other | Member | $15,001 - $50,000 |
| Morgan Stanley | Other | Member | $100,001 - $250,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Member | $5,000,001 - $25,000,000 |
| AG SF (L) L.P. | Other | Member | $15,001 - $50,000 |
| OVO Fund II, LLC | Other | Member | $250,001 - $500,000 |
| VSS Structured Capital III, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| Briarwood Capital Partners LP | Other | Member | $5,000,001 - $25,000,000 |
| Stonepine Capital, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| Third Prime Alpha Fund II, LP | Other | Member | $500,001 - $1,000,000 |
| Port Portland Oregon Airport Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| King County Washington Sch Dist G.O. Bond | Bond | Member | $500,001 - $1,000,000 |
| GLDMSPDR Gold MiniShares | Fund | Member | $5,000,001 - $25,000,000 |
| Elliott Associates, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| California State Var Purp General Obligation Bond | Bond | Member | $500,001 - $1,000,000 |
| Fortress Credit Opportunities Fund V Expansion (A) LP | Other | Member | $1,000,001 - $5,000,000 |
| Gainline Galaxy Holdings LLC | Other | Member | $1,000,001 - $5,000,000 |
| ITE Rail Fund, LP c/o ITE Rail GP LLC | Other | Member | $5,000,001 - $25,000,000 |
| Prime Movers Lab Fund II LP | Other | Member | $500,001 - $1,000,000 |
| Gainline Equity Fund LP | Other | Member | $1,000,001 - $5,000,000 |
| GMO Equity Dislocation Fund LP | Other | Member | $5,000,001 - $25,000,000 |
| Gainline Equity Fund II LP | Other | Member | $1,000,001 - $5,000,000 |
| Prime Movers Growth Fund I LP | Other | Member | $500,001 - $1,000,000 |
| Third Prime Alpha Fund III, LP | Other | Member | $500,001 - $1,000,000 |
| VSS Structured Capital IV, LP | Other | Member | $1,000,001 - $5,000,000 |
| WIJG1 LLC | Other | Member | $500,001 - $1,000,000 |
| Ceres Farms LLC | Other | Member | $5,000,001 - $25,000,000 |
| OVO Fund III, LLC | Other | Member | $100,001 - $250,000 |
| SPDR S&P North American Natural Resources ETF | Fund | Member | $1,000,001 - $5,000,000 |
| S&P 500 Energy Sector SPDR | Fund | Member | $1,000,001 - $5,000,000 |
| S&P 500 Utilities Sector SPDR | Fund | Member | $1,000,001 - $5,000,000 |
| VanEck Vectors Oil Services ETF | Fund | Member | $500,001 - $1,000,000 |
| South Carolina Ports Auth Revenue Bond | Bond | Member | None (or less than $1,001) |
| Dallas Texas Water & Sewer Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond | Bond | Member | None (or less than $1,001) |
| Bison Trailers, LLC | Other | Member | $1,000,001 - $5,000,000 |
| Central Texas Regional Mobility Auth Revenue Bond | Bond | Member | None (or less than $1,001) |
| New Jersey St Educational Facs Auth Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Arizona Board of Regents University of Arizona Sys Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| District of Columbia Income Tax Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Washington St. General Obligation Bond | Bond | Member | $500,001 - $1,000,000 |
| Hampton Roads Transn Accountability Commn Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Engine Capital, LP | Other | Member | $5,000,001 - $25,000,000 |
| Nokomis Capital Partners, L.P. | Other | Member | $1,001 - $15,000 |
| Gainline Equity Fund LP | Other | Member | $1,000,001 - $5,000,000 |
| Gainline Galaxy Holdings LLC | Other | Member | $1,000,001 - $5,000,000 |
| Elliott Associates, L.P. | Other | Member | $5,000,001 - $25,000,000 |
| Casdin Partners, LP | Other | Member | $1,000,001 - $5,000,000 |
| University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| King County Washington Sewer Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| El Paso Texas Water & Sewer Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Ohio State Water Dev Auth Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| New Jersey State Turnpike Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| New York State Urban Dev Corp Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Harris County Texas Toll Road Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Pennsylvania Higher Education Facs Auth Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Houston Texas Utility Sys Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Tampa Fla Wtr & Wastewater Sys Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Main Str Nat Gas Inc Georgia Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| LABStandard BioTools Inc. - Common Stock | Stock | Member | $1,000,001 - $5,000,000 |
| U.S. Treasury Note 02/06/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 02/20/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 03/20/2025 | Bond | Member | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Member | None (or less than $1,001) |
| Fortress Credit Opportunities Fund VI (A) LP | Other | Member | $1,000,001 - $5,000,000 |
| Haven Capital Partners I, LP | Other | Member | $100,001 - $250,000 |
| Chicago IL Met Water Reclamation District General Obligation Bond | Bond | Member | $500,001 - $1,000,000 |
| Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Washington County Oregon Sch Dist General Obligation Bond | Bond | Member | $500,001 - $1,000,000 |
| Charlotte NC Water & Sewer Sys Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| U.S. Treasury Note 01/15/2026 | Bond | Member | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 02/05/2026 | Bond | Member | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 03/12/2026 | Bond | Member | $1,000,001 - $5,000,000 |
| U.S. Treasury Note 03/31/2026 | Bond | Member | $5,000,001 - $25,000,000 |
| CrossingBridge Low Duration High Income Fund - CrossingBridge Low Duration High Income Fund - Institutional Class Shares | Fund | Member | $1,000,001 - $5,000,000 |
| U.S. Treasury Note 08/07/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 05/08/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 12/26/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 06/20/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 09/11/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 10/16/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 11/06/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 09/23/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 12/11/2025 | Bond | Member | None (or less than $1,001) |
| Ancora Impact Fund LP Series EE | Other | Member | $1,000,001 - $5,000,000 |
| Third Prime Alpha Fund IV, LP | Other | Member | $100,001 - $250,000 |
| Morgan Stanley | Other | Spouse | $50,001 - $100,000 |
| BNY Mellon | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| AG SF (L) L.P. | Other | Spouse | $15,001 - $50,000 |
| OVO Fund II, LLC | Other | Spouse | $250,001 - $500,000 |
| VSS Structured Capital III, L.P. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Briarwood Capital Partners LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Engine Capital, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Nokomis Capital Partners, L.P. | Other | Spouse | $1,001 - $15,000 |
| Richard L. and F. Annette Scott Family Partnership | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Gainline Equity Fund LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Gainline Galaxy Holdings LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| GLDMSPDR Gold MiniShares | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Casdin Partners, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Stonepine Capital, L.P. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Third Prime Alpha Fund II, LP | Other | Spouse | $500,001 - $1,000,000 |
| Elliott Associates, L.P. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Fortress Credit Opportunities Fund V Expansion (A) LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| ITE Rail Fund, LP c/o ITE Rail GP LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Prime Movers Lab Fund II LP | Other | Spouse | $250,001 - $500,000 |
| Gainline Equity Fund II LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Prime Movers Growth Fund I LP | Other | Spouse | $500,001 - $1,000,000 |
| Third Prime Alpha Fund III, LP | Other | Spouse | $500,001 - $1,000,000 |
| VSS Structured Capital IV, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| WIJG1 LLC | Other | Spouse | $500,001 - $1,000,000 |
| GMO Equity Dislocation Fund LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Ceres Farms LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| OVO Fund III, LLC | Other | Spouse | $250,001 - $500,000 |
| SPDR S&P North American Natural Resources ETF | Fund | Spouse | $500,001 - $1,000,000 |
| S&P 500 Energy Sector SPDR | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| S&P 500 Utilities Sector SPDR | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| VanEck Vectors Oil Services ETF | Fund | Spouse | $250,001 - $500,000 |
| Bison Trailers, LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| District of Columbia Income Tax Revenue Bond | Bond | Spouse | $500,001 - $1,000,000 |
| Washington St. General Obligation Bond | Bond | Spouse | $250,001 - $500,000 |
| Hampton Roads Transn Accountability Commn Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| U.S. Treasury Note 01/30/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 02/06/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 02/20/2025 | Bond | Spouse | None (or less than $1,001) |
| Crossingbridge Low Duration High Yield Fund Inst | Fund | Spouse | None (or less than $1,001) |
| LABStandard BioTools Inc. - Common Stock | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| King County Washington Sewer Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Ohio State Water Dev Auth Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| New Jersey State Turnpike Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Harris County Texas Toll Road Revenue Bond | Bond | Spouse | $500,001 - $1,000,000 |
| Pennsylvania Higher Education Facs Auth Revenue Bond | Bond | Spouse | $500,001 - $1,000,000 |
| Houston Texas Utility Sys Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Main Str Nat Gas Inc Georgia Revenue Bond | Bond | Spouse | $500,001 - $1,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Spouse | None (or less than $1,001) |
| Fortress Credit Opportunities Fund VI (A) LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 02/05/2026 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 03/12/2026 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Dallas Fort Worth TX Intl Airport Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| U.S. Treasury Note 04/17/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 01/02/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 08/07/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 05/08/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 09/11/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 11/06/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 12/11/2025 | Bond | Spouse | None (or less than $1,001) |
| Ancora Impact Fund LP Series EE | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Third Prime Alpha Fund IV, LP | Other | Spouse | $50,001 - $100,000 |
| Morgan Stanley | Other | Spouse | $100,001 - $250,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Seattle Washington Solid Waste Revenue Bond | Bond | Spouse | $100,001 - $250,000 |
| Hudson Yds Infrastructure Corp NY Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| California State Public Works Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Pershing Money Market Account | Other | Spouse | $50,001 - $100,000 |
| MRFOX - Marshfield Concentrated Opportunity Fund | Fund | Spouse | $50,001 - $100,000 |
| GMO U.S. Quality ETF | Fund | Spouse | $50,001 - $100,000 |
| AG SF (L) L.P. | Other | Spouse | $50,001 - $100,000 |
| OVO Fund II, LLC | Other | Spouse | $250,001 - $500,000 |
| VSS Structured Capital III, L.P. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Briarwood Capital Partners LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Elliott Associates, L.P. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Engine Capital, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Nokomis Capital Partners, L.P. | Other | Spouse | $1,001 - $15,000 |
| VCA TCG Holdings, LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Pershing Advisor Solutions | Other | Spouse | $250,001 - $500,000 |
| Richard L. and F. Annette Scott Family Partnership | Other | Spouse | $100,001 - $250,000 |
| Residential Property | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Gainline Equity Fund LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Gainline Galaxy Holdings LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| California General Obligation Bond | Bond | Spouse | $500,001 - $1,000,000 |
| King County Washington Sch Dist G.O. Bond | Bond | Spouse | $250,001 - $500,000 |
| Casdin Partners, LP | Other | Spouse | $500,001 - $1,000,000 |
| Stonepine Capital, L.P. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Third Prime Alpha Fund II, LP | Other | Spouse | $250,001 - $500,000 |
| GLDMSPDR Gold MiniShares | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Fortress Credit Opportunities Fund V Expansion (A) LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| ITE Rail Fund, LP c/o ITE Rail GP LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Prime Movers Lab Fund II LP | Other | Spouse | $250,001 - $500,000 |
| Gainline Equity Fund II LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Prime Movers Growth Fund I LP | Other | Spouse | $500,001 - $1,000,000 |
| Third Prime Alpha Fund III, LP | Other | Spouse | $500,001 - $1,000,000 |
| VSS Structured Capital IV, LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| WIJG1 LLC | Other | Spouse | $500,001 - $1,000,000 |
| GMO Equity Dislocation Fund LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Amount owed to the filer (debtor not shown) | Other | Spouse | None (or less than $1,001) |
| Ceres Farms LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| OVO Fund III, LLC | Other | Spouse | $250,001 - $500,000 |
| SPDR S&P North American Natural Resources ETF | Fund | Spouse | $500,001 - $1,000,000 |
| S&P 500 Energy Sector SPDR | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| S&P 500 Utilities Sector SPDR | Fund | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| VanEck Vectors Oil Services ETF | Fund | Spouse | $250,001 - $500,000 |
| Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Bison Trailers, LLC | Other | Spouse | $500,001 - $1,000,000 |
| Port of Seattle Washington Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Arizona Board of Regents University of Arizona Sys Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| District of Columbia Income Tax Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Washington St. General Obligation Bond | Bond | Spouse | $250,001 - $500,000 |
| Hampton Roads Transn Accountability Commn Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Washington DC Met Area Trans Auth Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| King County Washington Sewer Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| El Paso Texas Water & Sewer Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Ohio State Water Dev Auth Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| New Jersey State Turnpike Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Harris County Texas Toll Road Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Pennsylvania Higher Education Facs Auth Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Houston Texas Utility Sys Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Tampa Fla Wtr & Wastewater Sys Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Main Str Nat Gas Inc Georgia Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| U.S. Treasury Note 02/06/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 03/20/2025 | Bond | Spouse | None (or less than $1,001) |
| LABStandard BioTools Inc. - Common Stock | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Amount owed to the filer (debtor not shown) | Other | Spouse | None (or less than $1,001) |
| Fortress Credit Opportunities Fund VI (A) LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| North Texas Tollway Auth Revenue Bond | Bond | Spouse | $100,001 - $250,000 |
| Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Charlotte NC Water & Sewer Sys Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| U.S. Treasury Note 02/05/2026 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 03/12/2026 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 03/31/2026 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S Treasury Note 08/07/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 05/08/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 12/26/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 06/20/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 09/11/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 11/06/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 09/23/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 12/11/2025 | Bond | Spouse | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $15,001 - $50,000 |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $1,001 - $15,000 |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $1,001 - $15,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Spouse | $50,001 - $100,000 |
| VCA TCG Holdings, LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Pershing Advisor Solutions | Other | Spouse | $100,001 - $250,000 |
| Wells Fargo Bank, N.A. | Other | Member | $100,001 - $250,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Member | $250,001 - $500,000 |
| Marshfield Concentrated Opportunity Fund | Fund | Member | $250,001 - $500,000 |
| GMO U.S. Quality ETF | Fund | Member | $500,001 - $1,000,000 |
| Residential Property | Other | Joint | $1,000,001 - $5,000,000 |
| Washington Townhouse | Other | Member | $1,000,001 - $5,000,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $5,000,001 - $25,000,000 |
How reports are read: holdings methodology.