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 |
|---|---|---|---|---|---|---|---|
| 2026-08-13 | 2025-02-07 | 552 ·>45 | Member | Central Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2040-01-01 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Member | Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 2030-12-01 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Spouse | King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 2036-12-01 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Member | Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2030-07-01 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Spouse | Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | Purchase | $250,001 - $500,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Spouse | California State Public Works Revenue Bond Rate/Coupon: 5.0% Matures: 2030-10-01 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Member | Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Member | New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2035-07-01 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2026-08-03 | 2026-07-13 | 21 | Spouse | Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 2046-06-01 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2026-08-03 | 2026-07-08 | 26 | Member | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $100,001 - $250,000 | eFD → |
| 2026-08-03 | 2026-07-08 | 26 | Spouse | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $250,001 - $500,000 | eFD → |
| 2026-08-03 | 2026-07-08 | 26 | Spouse | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $250,001 - $500,000 | eFD → |
| 2026-08-03 | 2026-07-08 | 26 | Member | Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-10-30 | 2025-10-02 | 28 | Spouse | North Texas Tollway Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-09-18 | 2025-09-11 | 7 | Spouse | Dallas Fort Worth TX Intl Airport Revenue Bond Rate/Coupon: 5.0% Matures: 11/01/2029 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-09-18 | 2025-09-09 | 9 | Member | Chicago IL Met Water Reclamation District General Obligation Bond Rate/Coupon: 5.0% Matures: 12/01/2039 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-09-18 | 2025-08-21 | 28 | Member | Washington County Oregon Sch Dist General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2052 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-08-13 | 2025-07-17 | 27 | Member | Utah Transp Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 12/15/2041 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-08-13 | 2024-12-04 | 252 ·>45 | Member | Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 12/01/2030 | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2025-08-13 | 2024-06-06 | 433 ·>45 | Spouse | New York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036 | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2025-08-13 | 2024-04-10 | 490 ·>45 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2025-08-13 | 2024-02-15 | 545 ·>45 | Spouse | California General Obligation Bond Rate/Coupon: 5.0% Matures: 04/01/2049 | Sale (partial) | $250,001 - $500,000 | eFD → |
| 2025-07-01 | 2025-06-04 | 27 | Member | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-07-01 | 2025-06-04 | 27 | Member | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-07-01 | 2025-06-04 | 27 | Spouse | Oklahoma St Wtr Res Brd Revolving Fund Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2041 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-03 | 2025-02-07 | 24 | Member | Central Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2025-03-03 | 2025-02-07 | 24 | Spouse | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2025-03-03 | 2025-02-07 | 24 | Spouse | Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $250,001 - $500,000 | eFD → |
| 2025-03-03 | 2025-02-07 | 24 | Member | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2025-03-03 | 2025-02-07 | 24 | Member | Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $100,001 - $250,000 | eFD → |
| 2025-03-03 | 2025-02-07 | 24 | Member | Charlotte NC Water & Sewer Sys Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2054 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-12-20 | 2024-12-04 | 16 | Member | South Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-12-20 | 2024-12-04 | 16 | Member | Tampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-12-20 | 2024-12-04 | 16 | Member | Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 12/01/2030 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-12-20 | 2024-12-04 | 16 | Spouse | Tampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-12-20 | 2024-12-04 | 16 | Member | Tampa Fla Wtr & Wastewater Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2050 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-12-20 | 2024-11-21 | 29 | Spouse | Alabama Highway Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2026 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-12-20 | 2024-11-21 | 29 | Spouse | King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-12-20 | 2024-11-21 | 29 | Spouse | El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-12-20 | 2024-11-21 | 29 | Spouse | Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-11-20 | 2024-10-24 | 27 | Spouse | San Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-11-20 | 2024-10-23 | 28 | Spouse | Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2034 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-10-23 | 2024-10-09 | 14 | Spouse | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-10-23 | 2024-10-09 | 14 | Spouse | New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2035 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-10-23 | 2024-09-25 | 28 | Spouse | Texas Water Dev Brd Revenue Bond Rate/Coupon: 5.0% Matures: 10/15/2040 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-10-23 | 2024-09-25 | 28 | Spouse | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-10-23 | 2024-09-23 | 30 | Spouse | South Carolina Ports Auth Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2050 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-10-23 | 2024-09-23 | 30 | Spouse | South Carolina ST Ports Authority Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2038 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-08-13 | 2024-08-06 | 7 | Member | King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 12/01/2036 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-08-13 | 2024-08-05 | 8 | Spouse | Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2024-08-13 | 2024-08-05 | 8 | Spouse | New York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-08-13 | 2024-08-05 | 8 | Spouse | Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2024-08-13 | 2024-08-05 | 8 | Spouse | San Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-08-13 | 2024-08-05 | 8 | Member | San Antonio Texas Electric & Gas Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2035 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-08-13 | 2024-07-25 | 19 | Member | King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-08-13 | 2024-07-25 | 19 | Spouse | King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-08-13 | 2024-07-25 | 19 | Member | King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-08-13 | 2024-07-25 | 19 | Spouse | King County Washington Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2043 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-08-13 | 2024-07-16 | 28 | Member | New York State Urban Dev Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-07-06 | 2024-06-06 | 30 | Spouse | Martin County Florida Health Facilities Auth Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2045 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-07-06 | 2024-06-06 | 30 | Member | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-07-06 | 2024-06-06 | 30 | Member | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-07-06 | 2024-06-06 | 30 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-07-06 | 2024-06-06 | 30 | Spouse | New York St Dorm Auth Sales Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2036 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-06-09 | 2024-05-22 | 18 | Spouse | Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-06-09 | 2024-05-22 | 18 | Spouse | Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-06-09 | 2024-05-22 | 18 | Member | Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-06-09 | 2024-05-22 | 18 | Member | Harris County Texas Toll Road Revenue Bond Rate/Coupon: 5.25% Matures: 08/15/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-06-09 | 2024-05-09 | 31 | Member | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-06-09 | 2024-05-09 | 31 | Spouse | Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2030 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-06-09 | 2024-05-09 | 31 | Spouse | Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2030 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-06-09 | 2024-05-09 | 31 | Member | San Miguel County Colorado Sch Dist Rev Bond Rate/Coupon: 5.0% Matures: 12/01/2025 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-05-10 | 2024-04-24 | 16 | Member | Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-05-10 | 2024-04-24 | 16 | Spouse | Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-05-10 | 2024-04-24 | 16 | Member | Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-05-10 | 2024-04-24 | 16 | Spouse | Houston Texas Utility Sys Revenue Bond Rate/Coupon: 5.25% Matures: 11/15/2049 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Spouse | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Member | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Spouse | Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Member | Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale (full) | $50,001 - $100,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Member | New York City Transitional Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 02/01/2041 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Spouse | Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-05-10 | 2024-04-10 | 30 | Member | Main Str Nat Gas Inc Georgia Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2054 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-04-12 | 2024-03-27 | 16 | Spouse | Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2046 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-04-12 | 2024-03-27 | 16 | Member | Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2046 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-04-12 | 2024-03-27 | 16 | Spouse | Ohio State Water Dev Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2046 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-04-12 | 2024-03-21 | 22 | Member | Washington County Oregon School District General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2027 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-04-12 | 2024-03-21 | 22 | Spouse | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-04-12 | 2024-03-21 | 22 | Member | New York State Dorm Auth Personal Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2031 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-04-12 | 2024-03-21 | 22 | Spouse | Washington County Oregon School District General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2027 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-04-12 | 2024-03-20 | 23 | Member | New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-04-12 | 2024-03-20 | 23 | Spouse | New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-04-12 | 2024-03-20 | 23 | Spouse | New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-04-12 | 2024-03-20 | 23 | Member | New Jersey State Turnpike Revenue Bond Rate/Coupon: 5.25% Matures: 01/01/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-04-12 | 2024-03-14 | 29 | Spouse | University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0% Matures: 04/01/2041 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-04-12 | 2024-03-14 | 29 | Spouse | Tampa Bay Water Florida Regional Water Supply Auth Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2037 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-04-12 | 2024-03-14 | 29 | Member | University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0% Matures: 04/01/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-04-12 | 2024-03-14 | 29 | Member | University of Maryland Sys Auxiliary Fac & Tuit Revenue Bond Rate/Coupon: 4.0% Matures: 04/01/2041 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-04-12 | 2024-03-14 | 29 | Member | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-04-12 | 2024-03-14 | 29 | Spouse | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-03-15 | 2024-03-05 | 10 | Member | New York State Urban Development Corp Revenue Bond Rate/Coupon: 5.0% Matures: 03/15/2037 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-03-05 | 10 | Member | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2032 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-03-04 | 11 | Member | El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-03-04 | 11 | Member | El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-03-15 | 2024-03-04 | 11 | Spouse | El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-03-04 | 11 | Spouse | El Paso Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2046 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Member | King County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Member | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Member | Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | Ysleta Texas Independent School District Ref Bond Rate/Coupon: 4.0% Matures: 08/15/2031 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | California General Obligation Bond Rate/Coupon: 5.0% Matures: 04/01/2049 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-03-15 | 2024-02-15 | 29 | Spouse | Port Authority of NY & NJ Bonds 218 Series Rate/Coupon: 5.0% Matures: 11/01/2030 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2024-03-15 | 2024-02-14 | 30 | Spouse | Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-02-14 | 30 | Member | Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2024-03-15 | 2024-02-14 | 30 | Member | Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $100,001 - $250,000 | eFD → |
| 2024-03-15 | 2024-02-14 | 30 | Spouse | Pennsylvania Higher Education Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 08/15/2049 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-01-19 | 2024-01-10 | 9 | Spouse | Washington DC Met Area Trans Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2039 | Purchase | $250,001 - $500,000 | eFD → |
| 2024-01-19 | 2023-12-20 | 30 | Spouse | Vaxxinity, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-19 | 2023-12-20 | 30 | Spouse | Vaxxinity, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2024-01-19 | 2023-12-20 | 30 | Spouse | Vaxxinity, Inc. - Class A Common Stock | Sale (full) | $1,001 - $15,000 | eFD → |
| 2023-12-10 | 2023-11-27 | 13 | Member | Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-12-10 | 2023-11-27 | 13 | Spouse | Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-12-10 | 2023-11-27 | 13 | Spouse | Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-12-10 | 2023-11-27 | 13 | Spouse | Washington St. General Obligation Bond Rate/Coupon: 5.0% Matures: 08/01/2044 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-12-10 | 2023-11-21 | 19 | Spouse | District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-12-10 | 2023-11-21 | 19 | Spouse | District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-12-10 | 2023-11-21 | 19 | Spouse | District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-12-10 | 2023-11-21 | 19 | Member | District of Columbia Income Tax Revenue Bond Rate/Coupon: 5.0% Matures: 03/01/2044 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Spouse | Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Member | Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Spouse | Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Member | Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Spouse | Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Spouse | Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Spouse | Arizona Board of Regents University of Arizona Sys Revenue Bond Rate/Coupon: 5.0% Matures: 06/01/2041 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-12-10 | 2023-11-09 | 31 | Spouse | Hampton Roads Transn Accountability Commn Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2045 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-09-15 | 2023-08-15 | 31 | Spouse | Wireless Telecom Group Inc | Sale (full) | $1,000,001 - $5,000,000 | eFD → |
| 2023-09-15 | 2023-08-15 | 31 | Spouse | Wireless Telecom Group Inc | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2023-09-15 | 2023-08-15 | 31 | Member | Wireless Telecom Group Inc | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2023-05-11 | 2023-04-11 | 30 | Member | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-05-11 | 2023-04-11 | 30 | Spouse | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Purchase | $250,001 - $500,000 | eFD → |
| 2023-05-11 | 2023-04-11 | 30 | Spouse | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-05-11 | 2023-04-11 | 30 | Spouse | Port of Seattle Washington Revenue Bond Rate/Coupon: 5.0% Matures: 05/01/2026 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-03-23 | 2023-02-24 | 27 | Spouse | Central Texas Regional Mobility Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-02-24 | 2023-01-26 | 29 | Spouse | New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2035 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-02-24 | 2023-01-26 | 29 | Spouse | New Jersey St Educational Facs Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2035 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-01-19 | 2022-12-28 | 22 | Spouse | Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2023-01-19 | 2022-12-28 | 22 | Spouse | Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2023-01-19 | 2022-12-28 | 22 | Spouse | Memphis Tenn Storm Water Sys Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2039 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2023-01-19 | 2022-12-20 | 30 | Spouse | South Carolina Ports Auth Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2050 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-01-19 | 2022-12-20 | 30 | Member | South Carolina Ports Auth Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2050 | Purchase | $100,001 - $250,000 | eFD → |
| 2023-01-19 | 2022-12-20 | 30 | Spouse | South Carolina Ports Auth Revenue Bond Rate/Coupon: 5.25% Matures: 07/01/2050 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2023-01-19 | 2022-12-19 | 31 | Member | Texas Water Dev Brd Revenue Bond Rate/Coupon: 5.0% Matures: 10/15/2031 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Spouse | Dallas Texas Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2034 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Member | University of Michigan Revenue Bond Rate/Coupon: 5.0% Matures: 04/01/2035 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Member | Franklin County Ohio Revenue Bond Rate/Coupon: 4.0% Matures: 12/01/2038 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Member | New York City Municipal Water Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2038 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Spouse | Franklin County Ohio Revenue Bond Rate/Coupon: 4.0% Matures: 12/01/2038 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Spouse | New York City Municipal Water Fin Auth Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2038 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-12-23 | 2022-12-06 | 17 | Spouse | Franklin County Ohio Revenue Bond Rate/Coupon: 4.0% Matures: 12/01/2038 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2022-12-23 | 2022-11-29 | 24 | Spouse | King County Washington Sewer Revenue Bond Rate/Coupon: 0.875% Matures: 01/01/2042 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Spouse | City of Atlanta Georgia Airport General Obligation Bond Rate/Coupon: 4.0% Matures: 07/01/2038 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Member | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Spouse | Will County IL General Obligation Bond Rate/Coupon: 5.0% Matures: 11/15/2041 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Member | City of Atlanta Georgia Airport General Obligation Bond Rate/Coupon: 4.0% Matures: 07/01/2038 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-11-23 | 2022-11-17 | 6 | Spouse | City of Atlanta Georgia Airport General Obligation Bond Rate/Coupon: 4.0% Matures: 07/01/2038 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2022-11-23 | 2022-11-16 | 7 | Spouse | Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2034 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-11-23 | 2022-11-16 | 7 | Spouse | Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2034 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-11-23 | 2022-11-16 | 7 | Spouse | Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2033 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-11-16 | 7 | Spouse | Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2027 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-11-16 | 7 | Member | Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond Rate/Coupon: 5.0% Matures: 12/01/2033 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-11-23 | 2022-11-14 | 9 | Member | Massachusetts St Dev Finance Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-11-23 | 2022-11-14 | 9 | Spouse | Massachusetts St Dev Finance Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-11-14 | 9 | Spouse | Massachusetts St Dev Finance Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Sale (full) | $500,001 - $1,000,000 | eFD → |
| 2022-11-23 | 2022-11-14 | 9 | Spouse | Massachusetts St Dev Finance Agy Revenue Bond Rate/Coupon: 5.0% Matures: 07/15/2033 | Sale (full) | $250,001 - $500,000 | eFD → |
| 2022-11-23 | 2022-10-21 | 33 | Member | San Miguel County Colorado Sch Dist Rev Bond Rate/Coupon: 5.0% Matures: 12/01/2025 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-11-23 | 2022-10-21 | 33 | Spouse | San Miguel County Colorado Sch Dist Rev Bond Rate/Coupon: 5.0% Matures: 12/01/2025 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-10-28 | 2022-10-20 | 8 | Spouse | Alabama Highway Finance Auth Revenue Bond Rate/Coupon: 5.0% Matures: 09/01/2026 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-10-28 | 2022-09-28 | 30 | Spouse | Washington County Oregon School District General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2027 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-10-28 | 2022-09-28 | 30 | Spouse | Washington County Oregon School District General Obligation Bond Rate/Coupon: 5.0% Matures: 06/15/2027 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-08-15 | 2022-08-01 | 14 | Spouse | Miami-Dade County FL Aviation Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2031 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-08-15 | 2022-08-01 | 14 | Member | Miami-Dade County FL Aviation Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2031 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-08-15 | 2021-09-15 | 334 ·>45 | Spouse | Emida Corporation Company: Emida Corporation (Foothill Ranch, CA) Description: Financial technology | Sale (full) | $100,001 - $250,000 | eFD → |
| 2022-08-15 | 2021-09-15 | 334 ·>45 | Spouse | Emida Corporation Company: Emida Corporation (Foothill Ranch, CA) Description: Financial technology | Sale (full) | $50,001 - $100,000 | eFD → |
| 2022-08-15 | 2021-09-15 | 334 ·>45 | Member | Emida Corporation Company: Emida Corporation (Foothill Ranch, CA) Description: Financial technology | Sale (full) | $50,001 - $100,000 | eFD → |
| 2022-06-16 | 2022-05-17 | 30 | Spouse | Lee County Florida Health Care Facilities Revenue Bond Rate/Coupon: 5.75% Matures: 10/01/2042 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-05-05 | 2022-04-12 | 23 | Spouse | Jacksonville Florida Transportation Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2027 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-05-05 | 2022-04-06 | 29 | Spouse | Broward County Florida Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2026 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-05-05 | 2022-04-06 | 29 | Spouse | Broward County Florida Airport System Revenue Bond Rate/Coupon: 5.0% Matures: 10/01/2026 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-03-25 | 2022-03-09 | 16 | Spouse | Washington State General Obligation Bond Rate/Coupon: 5.0% Matures: 02/01/2023 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-03-25 | 2022-02-18 | 35 | Spouse | Miami Beach Fla Health Facs Authority Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2029 | Purchase | $250,001 - $500,000 | eFD → |
| 2022-03-25 | 2022-02-18 | 35 | Spouse | Miami Beach Fla Health Facs Authority Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2029 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-03-25 | 2022-02-18 | 35 | Spouse | Miami Beach Fla Health Facs Authority Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2029 | Purchase | $500,001 - $1,000,000 | eFD → |
| 2022-03-25 | 2022-02-18 | 35 | Member | Miami Beach Fla Health Facs Authority Hospital Revenue Bond Rate/Coupon: 5.0% Matures: 11/15/2029 | Purchase | $100,001 - $250,000 | eFD → |
| 2022-02-04 | 2022-01-06 | 29 | Member | San Diego County Calif Regional Airport Auth Revenue Bond Rate/Coupon: 5.0% Matures: 07/01/2043 | Purchase | $100,001 - $250,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2024 report.
365 assets with a value on the report filed 2025-08-13, 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 | $15,001 - $50,000 |
| 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 |
| Canyon Laurel Fund L.P. | Other | Member | $15,001 - $50,000 |
| OVO Fund II, LLC | Other | Member | $100,001 - $250,000 |
| Engine Capital, LP | Other | Member | $5,000,001 - $25,000,000 |
| 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 |
| King County Washington Sch Dist G.O. Bond | Bond | Member | None (or less than $1,001) |
| GLDMSPDR Gold MiniShares | Fund | Member | $1,000,001 - $5,000,000 |
| Port Authority of NY & NJ Bonds 218 Series | Bond | Member | None (or less than $1,001) |
| 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 |
| New York State Dorm Auth Personal Income Tax Revenue Bond | Bond | Member | None (or less than $1,001) |
| New York State Urban Development Corp Revenue Bond | Bond | Member | None (or less than $1,001) |
| New York City Transitional Finance Auth Revenue Bond | Bond | Member | None (or less than $1,001) |
| King County Washington Sewer Revenue Bond | Bond | Member | None (or less than $1,001) |
| 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 | $50,001 - $100,000 |
| Light-sport airplane | Other | Member | $100,001 - $250,000 |
| San Miguel County Colorado Sch Dist Rev Bond | Bond | Member | None (or less than $1,001) |
| South Carolina Ports Auth Revenue Bond | Bond | Member | $100,001 - $250,000 |
| Will County IL General Obligation 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 | $100,001 - $250,000 |
| University of Michigan Revenue Bond | Bond | Member | $100,001 - $250,000 |
| U.S. Treasury Note 2/1/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 2/22/2024 | Bond | Member | None (or less than $1,001) |
| Port of Seattle Washington Revenue Bond | Bond | Member | $100,001 - $250,000 |
| 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 | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 4/18/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 05/09/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 05/23/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 08/13/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 09/24/2024 | Bond | Member | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Member | $500,001 - $1,000,000 |
| 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 |
| Canyon Laurel Fund L.P. | Other | Member | $50,001 - $100,000 |
| 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 | $5,000,001 - $25,000,000 |
| 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 |
| Port Authority of NY & NJ Bonds 218 Series | Bond | Member | None (or less than $1,001) |
| San Antonio Texas Electric & Gas Revenue Bond | Bond | Member | None (or less than $1,001) |
| King County Washington Sch Dist G.O. Bond | Bond | Member | $500,001 - $1,000,000 |
| South Carolina ST Ports Authority Revenue Bond | Bond | Member | None (or less than $1,001) |
| GLDMSPDR Gold MiniShares | Fund | Member | $5,000,001 - $25,000,000 |
| Elliott Associates, L.P. | Other | Member | $1,000,001 - $5,000,000 |
| Ysleta Texas Independent School District Ref Bond | Bond | Member | None (or less than $1,001) |
| California State Var Purp General Obligation Bond | Bond | Member | $500,001 - $1,000,000 |
| New York State Urban Development Corp Revenue Bond | Bond | Member | None (or less than $1,001) |
| New York City Transitional Finance Auth Revenue Bond | Bond | Member | None (or less than $1,001) |
| Fortress Credit Opportunities Fund V Expansion (A) LP | Other | Member | $1,000,001 - $5,000,000 |
| Gainline Galaxy Holdings LLC | Other | Member | $250,001 - $500,000 |
| 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 |
| U.S. Treasury Note 4/15/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 5/15/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 7/15/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 8/15/2024 | Bond | Member | None (or less than $1,001) |
| 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 |
| Ancora Impact Fund LP Series X | Other | Member | None (or less than $1,001) |
| 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 |
| Washington County Oregon School District General Obligation Bond | Bond | Member | None (or less than $1,001) |
| South Carolina Ports Auth Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Will County IL General Obligation Bond | Bond | Member | None (or less than $1,001) |
| Dallas Texas Water & Sewer Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| U.S. Treasury Note 4/30/2024 | Bond | Member | None (or less than $1,001) |
| Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Bison Trailers, LLC | Other | Member | $1,000,001 - $5,000,000 |
| U.S. Treasury Note 4/16/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 6/15/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 10/31/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 1/31/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 3/15/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 5/31/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 7/31/2025 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 8/31/2025 | Bond | Member | None (or less than $1,001) |
| Central Texas Regional Mobility Auth Revenue Bond | Bond | Member | $500,001 - $1,000,000 |
| Port of Seattle Washington 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 |
| U.S. Treasury Note 8/15/2026 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 7/31/2028 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 8/31/2030 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 8/15/2033 | Bond | Member | None (or less than $1,001) |
| 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 | $1,000,001 - $5,000,000 |
| U.S. Treasury Note 02/20/2025 | Bond | Member | $1,000,001 - $5,000,000 |
| U.S. Treasury Note 03/20/2025 | Bond | Member | $5,000,001 - $25,000,000 |
| U.S. Treasury Note 09/05/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 12/31/2025 | Bond | Member | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Member | $1,000,001 - $5,000,000 |
| Fortress Credit Opportunities Fund VI (A) LP | Other | Member | $1,000,001 - $5,000,000 |
| Haven Capital Partners I, LP | Other | Member | $15,001 - $50,000 |
| U.S. Treasury Note 04/18/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 05/09/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 08/13/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 09/03/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 09/24/2024 | Bond | Member | None (or less than $1,001) |
| U.S. Treasury Note 01/02/2025 | Bond | Member | $500,001 - $1,000,000 |
| Morgan Stanley | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| 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 |
| Canyon Laurel Fund 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 |
| Port Portland Oregon Airport Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Port Authority of NY & NJ Bonds 218 Series | Bond | Spouse | None (or less than $1,001) |
| San Antonio Texas Electric & Gas Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| King County Washington Sch Dist G.O. Bond | Bond | Spouse | None (or less than $1,001) |
| South Carolina ST Ports Authority Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Texas Water Dev Brd Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| 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 | $500,001 - $1,000,000 |
| Ysleta Texas Independent School District Ref Bond | Bond | Spouse | None (or less than $1,001) |
| Martin County Florida Health Facilities Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| New York St Dorm Auth Sales Tax Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| New York State Urban Development Corp Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Tampa Bay Water Florida Regional Water Supply Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| New York City Transitional Finance Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 4/15/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 5/15/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 6/15/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 7/15/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 8/15/2024 | Bond | Spouse | None (or less than $1,001) |
| 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 | $250,001 - $500,000 |
| 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 |
| Ancora Impact Fund LP Series X | 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 | $100,001 - $250,000 |
| iShares Latin America 40 ETF | Fund | Spouse | None (or less than $1,001) |
| 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 |
| South Carolina Ports Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Will County IL General Obligation Bond | Bond | Spouse | None (or less than $1,001) |
| Alabama Highway Finance Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 4/30/2024 | Bond | Spouse | None (or less than $1,001) |
| Bison Trailers, LLC | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 4/16/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 10/31/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 1/31/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 3/15/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 5/31/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 7/31/2025 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 8/31/2025 | Bond | Spouse | None (or less than $1,001) |
| Port of Seattle Washington Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| New Jersey St Educational Facs Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Arizona Board of Regents University of Arizona Sys Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| District of Columbia Income Tax Revenue Bond | Bond | Spouse | $500,001 - $1,000,000 |
| Washington St. General Obligation Bond | Bond | Spouse | $500,001 - $1,000,000 |
| Hampton Roads Transn Accountability Commn Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| U.S. Treasury Note 8/15/2026 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 7/31/2028 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 8/31/2030 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 8/15/2033 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 2/1/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 01/30/2025 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 02/06/2025 | Bond | Spouse | $500,001 - $1,000,000 |
| U.S. Treasury Note 02/20/2025 | Bond | Spouse | $500,001 - $1,000,000 |
| Crossingbridge Low Duration High Yield Fund Inst | Fund | Spouse | $1,000,001 - $5,000,000 |
| 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 | $500,001 - $1,000,000 |
| 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 |
| U.S. Treasury Note 09/05/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 12/31/2025 | Bond | Spouse | None (or less than $1,001) |
| El Paso Texas Water & Sewer Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 04/18/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 05/09/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 08/01/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 08/13/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 09/03/2024 | Bond | Spouse | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Fortress Credit Opportunities Fund VI (A) LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Morgan Stanley | Other | Spouse | $100,001 - $250,000 |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Federal 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 |
| 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 |
| iShares S&P 100 ETF | Fund | Spouse | $100,001 - $250,000 |
| AG SF (L) L.P. | Other | Spouse | $50,001 - $100,000 |
| Canyon Laurel Fund 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 |
| 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 | $15,001 - $50,000 |
| 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 |
| Port Portland Oregon Airport Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Port Authority of NY & NJ Bonds 218 Series | Bond | Spouse | None (or less than $1,001) |
| San Antonio Texas Electric & Gas Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| King County Washington Sch Dist G.O. Bond | Bond | Spouse | $250,001 - $500,000 |
| 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 | $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 | $500,001 - $1,000,000 |
| New York State Urban Development Corp Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| New York City Transitional Finance Auth Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Spouse | None (or less than $1,001) |
| 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 | $1,001 - $15,000 |
| Ancora Impact Fund LP Series X | 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 |
| Washington County Oregon School District General Obligation Bond | Bond | Spouse | None (or less than $1,001) |
| San Miguel County Colorado Sch Dist Rev Bond | Bond | Spouse | None (or less than $1,001) |
| Will County IL General Obligation Bond | Bond | Spouse | None (or less than $1,001) |
| Atlanta GA Airport Revenue Bond | Bond | Spouse | None (or less than $1,001) |
| Salt River Proj Agric & Impt Pwr Dist AZ Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| Bison Trailers, LLC | Other | Spouse | $500,001 - $1,000,000 |
| Port of Seattle Washington Revenue Bond | Bond | Spouse | $250,001 - $500,000 |
| 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 |
| U.S. Treasury Note 8/15/2026 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 7/31/2028 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 8/31/2030 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 8/15/2033 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 2/1/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 2/22/2024 | Bond | Spouse | None (or less than $1,001) |
| 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 | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 03/20/2025 | Bond | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| LABStandard BioTools Inc. - Common Stock | Stock | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| U.S. Treasury Note 05/23/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 08/13/2024 | Bond | Spouse | None (or less than $1,001) |
| U.S. Treasury Note 09/24/2024 | Bond | Spouse | None (or less than $1,001) |
| Amount owed to the filer (debtor not shown) | Other | Spouse | $500,001 - $1,000,000 |
| Fortress Credit Opportunities Fund VI (A) LP | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Government National Mortgage Assn Pool | Bond | Spouse | $1,001 - $15,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Spouse | $100,001 - $250,000 |
| 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 |
| Morgan Stanley Bank | Other | Spouse | $1,001 - $15,000 |
| Wells Fargo Bank, N.A. | Other | Member | $15,001 - $50,000 |
| Pershing Advisor Solutions - BNY Mellon | Other | Member | $500,001 - $1,000,000 |
| iShares S&P 100 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.