Michael Boren
The data on this page comes from a financial disclosure filed by Michael Boren, who was picked to be: Under Secretary for Natural Resources and Environment, Department of Agriculture. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Obsidian Investments, LLC | Managing Member, 9/2001 - Present | The filer resigned this position subsequent to the filing of the report | 1 |
| MJB Revocable Trust | co-trustee, 4/2011 - Present | 2 | |
| Josephine Creek Ranch, Inc. | Secretary, Treasurer, 3/2014 - Present | 3 | |
| Obsidian Foundation. Inc. | Director, 2/1997 - Present | 4 | |
| Sockeye Trading Company, Inc | Principal, 12/2009 - Present | 5 | |
| Sawtooth Investment Management, LLC | Principal, 2/1996 - Present | 6 | |
| Flying Resort Ranches | Board Member, 1/1995 - 1/2025 | 7 | |
| Sawtooth Conservation and Recreation Alliance | Board Member, 1/2022 - Present | 8 | |
| Obsidian Aircraft LLC | Manager, 1/2017 - 2/2025 | LLC holds a non-reportable asset | 9 |
| Squirrel Chopper LLC | Manager, 9/2019 - 2/2025 | LLC holds a non-reportable asset | 10 |
| Hell Roaring Ranch LLC | Manager, 9/2019 - 2/2025 | 11 | |
| Bonus Cove Ranch LLC | Manager, 9/2019 - 2/2025 | 12 | |
| Parma Farm LLC | Manager, 9/2019 - 2/2025 | 13 | |
| Gullwing Research LLC | Manager, 2/2003 - 2/2025 | LLC holds a non-reportable asset | 14 |
| Business Way Investments LLC | Manager, 7/2022 - 2/2025 | 15 | |
| Ancestor Investments LLC | Manager, 9/2020 - 2/2025 | 16 | |
| Scenery & Schiller LLC | Manager, 9/2019 - 2/2025 | 17 | |
| 180 East Main LLC | Manager, 4/2018 - 2/2025 | 18 | |
| 1504 Wildwood LLC | Manager, 9/2019 - 2/2025 | 19 | |
| Pika Storage LLC | Manager, 11/2021 - 2/2025 | 20 | |
| Kichatna Fish Camp LLC | Manager, 9/2019 - 2/2025 | LLC holds a non-reportable asset | 21 |
| TK Avenue LLC | Manager, 9/2019 - 2/2025 | 22 | |
| SB Finance LLC | Manager, 12/2022 - 2/2025 | 23 | |
| Obsidian Investments Holdings LLC | Manager, 4/2011 - 2/2025 | This entity is inactive and has no underlying assets | 24 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Clearwater Analytics 401(k) | 1 | ||||
| BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $100K - $250K | None (or less than $201) | 1.1 | ||
| JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) | $100K - $250K | None (or less than $201) | 1.2 | ||
| Victory Sycamore Small Company Opportunity Fund Class I Shares (VSOIX) | $100K - $250K | None (or less than $201) | 1.3 | ||
| Invesco Oppen Intl Sm-Md Co Fd Class Y Sh (OSMYX) | $100K - $250K | None (or less than $201) | 1.4 | ||
| PGIM High Yield Fund Class Z Shares (PHYZX) | $15,001 - $50,000 | None (or less than $201) | 1.5 | ||
| Michael Boren IRA | 2 | ||||
| U.S. brokerage cash and sweep account | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Obsidian Investments LLC | 3 | ||||
| Triangle Ranch, LLC - Ranchland in Owyhee County, ID | $5M - $25M | $15,001 - $50,000 | Rent or Royalties | 3.1 | |
| Bonus Cove Ranch LLC - Farmland in Owyhee County, ID | $1M - $5M | $15,001 - $50,000 | Rent or Royalties | 3.2 | |
| Parma Farm LLC - Farmland in Canyon County, ID | $1M - $5M | $5,001 - $15,000 | Rent or Royalties | 3.3 | |
| Business Way Investments LLC - commercial property in Boise, ID | $5M - $25M | $100K - $1M | Rent or Royalties | 3.4 | |
| Ancestor Investments LLC - Commercial property in Boise, ID | $5M - $25M | $100K - $1M | Rent or Royalties | 3.5 | |
| AB Mountain West Holdings LLC - Ranchland in Valley County, ID | $1M - $5M | None (or less than $201) | 3.6 | ||
| Scenery and Schiller LLC - Commercial property in Boise, ID | $1M - $5M | $100K - $1M | Rent or Royalties | 3.7 | |
| 1504 Wildwood LLC - Commercial property in Boise, ID | $1M - $5M | $100K - $1M | Rent or Royalties | 3.8 | |
| 180 East Main LLC - Commercial property in Salt Lake City, Utah | $1M - $5M | $100K - $1M | Rent or Royalties | 3.9 | |
| Broadway Park Holdings - Commercial property in Boise, ID | $1M - $5M | $100K - $1M | Rent or Royalties | 3.10 | |
| Kain Hospice LLC | $1M - $5M | None (or less than $201) | LP interest in company that manages hospice businesses | 3.11 | |
| Pika Storage LLC | $1M - $5M | None (or less than $201) | I have an LP interest in this entity, which owns and operates a storage facility and a parcel of land in San Jose, CA where it expects to build a second facility. | 3.12 | |
| Dauntless Capital Partners Fund I, L.P | $5M - $25M | None (or less than $201) | 3.13 | ||
| Hotel (Pasadena, CA) | 3.13.1 | ||||
| Hotel (Pasadena, CA) | 3.13.2 | ||||
| Hotel (Malibu, CA) | 3.13.3 | ||||
| Hotel (Santa Barbara, CA) | 3.13.4 | ||||
| Hotel (Sedona, AZ) | 3.13.5 | ||||
| Hotel (Wailea, HI) | 3.13.6 | ||||
| Hotel (Washington, DC) | 3.13.7 | ||||
| Hotel (Washington, DC) | 3.13.8 | ||||
| Hotel (Bethesda. MD) | 3.13.9 | ||||
| Dauntless Capital Hospitality Fund II, L.P. | $500K - $1M | None (or less than $201) | 3.14 | ||
| Hotel (Arlington, VA) | 3.14.1 | ||||
| Hotel (Tampa, FL) | 3.14.2 | ||||
| Hotel (Raleigh, NC) | 3.14.3 | ||||
| Hotel (Washington, DC) | 3.14.4 | ||||
| Hotel (Arlington, VA) | 3.14.5 | ||||
| Dauntless co-invest Sedona RE Holdings | $250K - $500K | None (or less than $201) | This is a Obsidian Investments LLC investment in the Sky Rock Hotel in Sedona, AZ, which is also invested in by the Dauntless I fund (see line 3.13.5 of Part 2, and line 11.106.5 of Part 6) and also invested in by Sedona RE Holdings Co-Investment LP (line 11.109 of Part 6) | 3.15 | |
| Dauntless co-invest Maven Holdings | $500K - $1M | None (or less than $201) | This is a Obsidian Investments LLC investment in the Courtyard by Marriott Hotel in Pasadena, CA, which is also invested in by the Dauntless I fund (see line 3.13.2 of Part 2 and line 11.106.2 of Part 6) and also invested in by Maven Holdings Co-Investment LP (line 11.108 of Part 6) | 3.16 | |
| Deer Valley Oz Fund | $1M - $5M | None (or less than $201) | This entity owns two adjacent industrial properties near the Deer Valley, AZ airport . This is a passive LP investment for filer. | 3.17 | |
| Hotel Holdings Group, LLC | $1M - $5M | $50,001 - $100K | Rent or Royalties | 3.18 | |
| Hotel (Coeur d'Alene, Idaho) | 3.18.1 | ||||
| Hotel (Coeur d'Alene, Idaho) | 3.18.2 | ||||
| Hotel (Boise, Idaho) | 3.18.3 | ||||
| Hotel (Boise, Idaho) | 3.18.4 | ||||
| Hotel (Salt Lake City, Utah) | 3.18.5 | ||||
| Hotel (Bend. Oregon) | 3.18.6 | ||||
| Hotel (Bend, Oregon) | 3.18.7 | ||||
| Hotel (Twin Falls, Idaho) | 3.18.8 | ||||
| Mountain West Hotels, LLC | $1M - $5M | $50,001 - $100K | Rent or Royalties | 3.19 | |
| Hotel (Henderson, NV) | 3.19.1 | ||||
| Hotel (Lehi, UT) | 3.19.2 | ||||
| Hotel (Lehi, UT) | 3.19.3 | ||||
| Boise Airport Sole Member 121, LLC | $250K - $500K | None (or less than $201) | LP interest in Ada County, Idaho industrial property | 3.20 | |
| Boise Airport Sole Member 122, LLC | $500K - $1M | None (or less than $201) | LP interest in Ada County, Idaho industrial property | 3.21 | |
| Boise Airport Owner 133, LLC | $500K - $1M | None (or less than $201) | LP interest in Ada County, Idaho industrial property | 3.22 | |
| Boise Airport Owner 134, LLC | $100K - $250K | None (or less than $201) | LP interest in Ada County, Idaho industrial property | 3.23 | |
| Pleasant Valley Holdings, LLC | $1M - $5M | None (or less than $201) | LP interest in vacant land in Ada County, Idaho | 3.24 | |
| Woodbury Capital VTC Fund | 3.25 | ||||
| Real estate development (Utah County, UT) | $250K - $500K | None (or less than $201) | Investment in a mixed-use real estate development– multi-family, health care, retail, office. | 3.25.1 | |
| Designer Wellness Fund | $100K - $250K | None (or less than $201) | LP interest in a smoothie business | 3.26 | |
| AngelList VC | $500K - $1M | None (or less than $201) | LP interest in a production company making family-friendly films. The company has an Intellectual Property interest in the following films (value not readily ascertainable): Testament 1001 Nights David Beyond the Medal Gabriel and the Guardians Homestead Taste and See Broadstreets The Shift The Wingfeather Saga Dry Bar Comedy Fellowship Fablehaven Quitters Truth & Conviction Cecil Old Man in the Dunes | 3.27 | |
| Clearwater Advisors, LLC | $250K - $500K | $190K | distributions | Investment management company | 3.28 |
| Clearwater Analytics Holdings Inc (NYSE:CWAN) | $25M - $50M | None (or less than $201) | 3.29 | ||
| U.S. Bank (cash account) | $100K - $250K | $5,001 - $15,000 | Interest | 3.30 | |
| Summit Partners Subordinated Debt Fund VI, LP | 3.31 | ||||
| Hallmark Group Holdings, L.P. (dba Hallmark Health Care Solutions, Inc.) | $100K - $250K | None (or less than $201) | Hallmark Healthcare runs a healthcare workforce management platform. | 3.31.1 | |
| US Health Partners, LLC | $100K - $250K | None (or less than $201) | US Health Partners is a national cardiovascular care platform | 3.31.2 | |
| VIP Investment Holdings, LLC (d/b/a Veterinary Innovative Partners LLC) | $100K - $250K | None (or less than $201) | Veterinary Innovative Partners LLC runs a network of veterinary care providers | 3.31.3 | |
| Pioneer Properties Holdings, L.P. (dba Furnished Finder, LLC) | $50,001 - $100K | None (or less than $201) | Furnished findings runs an online housing marketplace for mid-term rentals | 3.31.4 | |
| Maiden Century Direct Investment | $500K - $1M | None (or less than $201) | Alternative data aggregation and analytics for investment managers | 3.32 | |
| Freude LLC | $15,001 - $50,000 | None (or less than $201) | Interest in Iuveni, which produces hair care products | 3.33 | |
| Obsidian Ventures, LLC | 3.34 | ||||
| Banner Plastics, Inc | $500K - $1M | None (or less than $201) | Healthcare IT solutions company | 3.34.1 | |
| Medsphere Systems, Inc | $500K - $1M | None (or less than $201) | Provider of healthcare IT solutions, including electronic health record, practice management and revenue cycle management solutions. | 3.34.2 | |
| 4AUTH Limited | $500K - $1M | None (or less than $201) | Company providing digital ID services for mobile operator networks | 3.34.3 | |
| Bond Capital I | 3.34.4 | ||||
| Clear Secure, Inc. | $1,001 - $15,000 | None (or less than $201) | Security Technology | 3.34.4.1 | |
| Hippo Holdings, Inc. | $1,001 - $15,000 | None (or less than $201) | Insurance Technology | 3.34.4.2 | |
| Nextdoor Holdings, Inc. | $1,001 - $15,000 | None (or less than $201) | Social Media | 3.34.4.3 | |
| On Holding AG | $50,001 - $100K | None (or less than $201) | Sportswear | 3.34.4.4 | |
| BucketPlace Co., Ltd (O-House) | $15,001 - $50,000 | None (or less than $201) | Interior Design Platform | 3.34.4.5 | |
| Canva, Inc. | $250K - $500K | None (or less than $201) | Graphic Design Software | 3.34.4.6 | |
| Checkr, Inc. | $15,001 - $50,000 | None (or less than $201) | Background Check Services | 3.34.4.7 | |
| Cockroach Labs, Inc. | $15,001 - $50,000 | None (or less than $201) | Database Management | 3.34.4.8 | |
| Functional Software, Inc. | $15,001 - $50,000 | None (or less than $201) | Software Development Tools | 3.34.4.9 | |
| Greenlight Financial Technology, Inc. | $1,001 - $15,000 | None (or less than $201) | Financial Technology | 3.34.4.10 | |
| Hipcamp, Inc. | $1,001 - $15,000 | None (or less than $201) | Online Travel Marketplace | 3.34.4.11 | |
| Hyper Labs, Inc. | $1,001 - $15,000 | None (or less than $201) | Artificial Intelligence | 3.34.4.12 | |
| InDriver Holdings Inc. | $100K - $250K | None (or less than $201) | Ride-Sharing Platform | 3.34.4.13 | |
| IronClad, Inc. | $15,001 - $50,000 | None (or less than $201) | Legal Technology | 3.34.4.14 | |
| Kavak Holdings Limited | $15,001 - $50,000 | None (or less than $201) | Online Car Marketplace | 3.34.4.15 | |
| Locus Robotics Corp. | $15,001 - $50,000 | None (or less than $201) | Robotics | 3.34.4.16 | |
| Relativity Space, Inc | $100K - $250K | None (or less than $201) | Aerospace | 3.34.4.17 | |
| Revolut Group Holdings, Ltd. | $100K - $250K | None (or less than $201) | Financial Technology | 3.34.4.18 | |
| Sidecar Health, Inc. | $15,001 - $50,000 | None (or less than $201) | Health Insurance | 3.34.4.19 | |
| Vise Technologies, Inc. | $1,001 - $15,000 | None (or less than $201) | Investment Management Platform | 3.34.4.20 | |
| Cross Creek Partners VII | $50,001 - $100K | None (or less than $201) | 3.34.5 | ||
| 83North VII, L.P. | Venture capital fund focused on early-stage technology companies. The underlying assets/investments are not disclosed to investors | 3.34.5.1 | |||
| Centana Growth Partners III, L.P. | Venture capital fund focused on growth-stage financial technology companies. The underlying assets/investments are not disclosed to investors | 3.34.5.2 | |||
| Fika Ventures IV, L.P. | Venture capital fund focus on early-stage technology companies. The underlying assets/investments are not disclosed to investors | 3.34.5.3 | |||
| Founder Collective V, L.P. | Venture capital fund focused on seed stage technology and consumer companies. The underlying assets/investments are not disclosed to investors | 3.34.5.4 | |||
| Infinity VC Fund II, L.P. | Venture capital fund focused on early stage US and global financial technology companies. The underlying assets/investments are not disclosed to investors | 3.34.5.5 | |||
| Meritech Capital Partners VIII, L.P. | Venture capital fund focused on late stage software, consumer internet and financial technology companies. The underlying assets/investments are not disclosed to investors | 3.34.5.6 | |||
| Redpoint Omega V, L.P. | Venture capital fund focused on high growth enterprise technology companies. The underlying assets/investments are not disclosed to investors | 3.34.5.7 | |||
| Silversmith Capital Partners IV-A, L.P. | Venture capital fund focused on growth stage, bootstrapped technology and healthcare companies | 3.34.5.8 | |||
| SYN Ventures Seed Fund I, L.P. | Venture capital fund focused on seed and pre-seed cybersecurity companies. The underlying assets/investments are not disclosed to investors | 3.34.5.9 | |||
| USV 2024, L.P. | Venture capital fund focused on early stage technology and consumer companies. The underlying assets/investments are not disclosed to investors | 3.34.5.10 | |||
| Cortex Applications, Inc. | Internal developer portal company. | 3.34.5.11 | |||
| Filevine | Legal practice management software company | 3.34.5.12 | |||
| Level AI, Inc. | AI platform for customer experience company | 3.34.5.13 | |||
| Turo, Inc. | Car sharing marketplace company | 3.34.5.14 | |||
| Novo Idea Software Ltd | Insurance agency management platform company | 3.34.5.15 | |||
| Cynosure Partners III, LP | 3.34.6 | ||||
| Black Rock Coffee Holdings, LLC | $500K - $1M | None (or less than $201) | Line of business: Restaurants | 3.34.6.1 | |
| Norman S. Wright Mechanical Equipment LLC | $500K - $1M | None (or less than $201) | Line of business: commercial HVAC | 3.34.6.2 | |
| PT&C Group, LLC | $500K - $1M | None (or less than $201) | Line of business: financial advisory services | 3.34.6.3 | |
| ST Depot Holdings, LLC | $500K - $1M | None (or less than $201) | Line of business: commercial vehicle upfitting | 3.34.6.4 | |
| Wellington-Altus Financial Inc | $500K - $1M | None (or less than $201) | Line of business: financial services | 3.34.6.5 | |
| Wincore Window Company, LLC | $500K - $1M | None (or less than $201) | Line of business: window manufacturing | 3.34.6.6 | |
| Dash Fund II | 3.34.7 | ||||
| ArgoNavis Inc | $500K - $1M | None (or less than $201) | Company that produces tech solutions in aerospace, defense, energy and healthcare | 3.34.7.1 | |
| Blip Labs Technologies, Inc. | $50,001 - $100K | None (or less than $201) | Company that produces financial technology focused on embedded bill management solutions | 3.34.7.2 | |
| Bounced Inc. | $250K - $500K | None (or less than $201) | Company that produces event hosting and community building technology focused on university students | 3.34.7.3 | |
| Clerq Inc. | $500K - $1M | None (or less than $201) | Financial technology company offering diversified payment acceptance solutions for businesses | 3.34.7.4 | |
| Clevo Technologies, Inc. | $250K - $500K | None (or less than $201) | Taiwanese company producing laptop computers | 3.34.7.5 | |
| Coverbase Inc. | $250K - $500K | None (or less than $201) | Company that produces compliance management software | 3.34.7.6 | |
| Decisionly, Inc. | $100K - $250K | None (or less than $201) | Tech company focused on dispute automation solutions for financial institutions | 3.34.7.7 | |
| Defience, Inc. | $100K - $250K | None (or less than $201) | Defense technology company | 3.34.7.8 | |
| Durable Technologies, Inc. | $1M - $5M | None (or less than $201) | Company producing industrial marking equipment and tools | 3.34.7.9 | |
| FarmRaise, Inc. | $50,001 - $100K | None (or less than $201) | Company producing digital solutions to help farmers manage finances and access funding opportunities | 3.34.7.10 | |
| Hansa Technology Company Inc. | $250K - $500K | None (or less than $201) | Company producing commercial credit reporting solutions | 3.34.7.11 | |
| Licify, Inc. | $250K - $500K | None (or less than $201) | Company that hosts a digital platform for procurement and financial processes in construction industry | 3.34.7.12 | |
| MakersHub Inc. | $250K - $500K | None (or less than $201) | Company that produces accounts payable automation solutions | 3.34.7.13 | |
| Oat Financial, Inc. | $500K - $1M | None (or less than $201) | Company producing end to end infrastructure for B2B payment platforms | 3.34.7.14 | |
| OnOrder Inc. | $250K - $500K | None (or less than $201) | Company producing a sales platform for kitchen and bath industry | 3.34.7.15 | |
| Ontrail, Inc. | $100K - $250K | None (or less than $201) | Embedded financial advisory services company | 3.34.7.16 | |
| Outmarket AI, Inc. | $1M - $5M | None (or less than $201) | Company producing AI solutions for commercial insurance industry | 3.34.7.17 | |
| Palla Financial Inc. | $100K - $250K | None (or less than $201) | Company that facilitates instant peer to peer payments from US to Latin American companies | 3.34.7.18 | |
| Planette Analytics Inc. | $100K - $250K | None (or less than $201) | Company that produces AI enhanced climate and energy intelligence solutions | 3.34.7.19 | |
| Revenew Technologies, Inc. | $1M - $5M | None (or less than $201) | Financial technology company | 3.34.7.20 | |
| Spade Data, Inc. | $500K - $1M | None (or less than $201) | Financial technology company | 3.34.7.21 | |
| Sparrow Lending PBC | $100K - $250K | None (or less than $201) | Company producing financial technology for student financing | 3.34.7.22 | |
| Suppli, Inc. | $250K - $500K | None (or less than $201) | Company producing financial technology for the construction materials industry | 3.34.7.23 | |
| The MVMNT Group Inc. | $100K - $250K | None (or less than $201) | Freight brokerage platform company | 3.34.7.24 | |
| Turnstile Software Inc. | $250K - $500K | None (or less than $201) | Financial technology company focused on a revenue management platform | 3.34.7.25 | |
| Vantager Inc. | $100K - $250K | None (or less than $201) | Company producing a financial technology AI platform for due diligence and reporting processes for LPs | 3.34.7.26 | |
| Dimension Capital I | $500K - $1M | None (or less than $201) | 3.34.8 | ||
| Lamin Al | Biotechnology | 3.34.8.1 | |||
| Enveda Biosciences | Biotechnology | 3.34.8.2 | |||
| Stately Bio | Biotechnology | 3.34.8.3 | |||
| Kaleidoscope Bio | Biotechnology | 3.34.8.4 | |||
| NewLimit | Biotechnology | 3.34.8.5 | |||
| Automata | Robotics | 3.34.8.6 | |||
| Kimia Therapeutics | Biotechnology | 3.34.8.7 | |||
| Chai Discovery | Biotechnology | 3.34.8.8 | |||
| Exthymic | Biotechnology | 3.34.8.9 | |||
| Fiveonefour | Data Engineering | 3.34.8.10 | |||
| Pyramidal | Biotechnology | 3.34.8.11 | |||
| Escalante Bio | Biotechnology | 3.34.8.12 | |||
| Monte Rosa Therapeutics | Biotechnology | 3.34.8.13 | |||
| Convoke | Communications | 3.34.8.14 | |||
| Achira | Biotechnology | 3.34.8.15 | |||
| Epic Ventures V | 3.34.9 | ||||
| VNDLY | None (or less than $1,001) | None (or less than $201) | Energy Storage | 3.34.9.1 | |
| Simplus | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.2 | |
| Braintrace | None (or less than $1,001) | None (or less than $201) | Cybersecurity | 3.34.9.3 | |
| Marketware | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.4 | |
| SPIFF | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.5 | |
| Conversa | None (or less than $1,001) | None (or less than $201) | Healthcare Services | 3.34.9.6 | |
| Risksense | None (or less than $1,001) | None (or less than $201) | Healthcare Services | 3.34.9.7 | |
| Collective Medical | None (or less than $1,001) | None (or less than $201) | Cybersecurity | 3.34.9.8 | |
| Area 1 | None (or less than $1,001) | None (or less than $201) | Cybersecurity | 3.34.9.9 | |
| Paystand | $100K - $250K | None (or less than $201) | Financial Technology | 3.34.9.10 | |
| HealthJoy | $100K - $250K | None (or less than $201) | Healthcare Services | 3.34.9.11 | |
| Tracer | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.9.12 | |
| Unlearn | $50,001 - $100K | None (or less than $201) | Drug Discovery | 3.34.9.13 | |
| Brim | $50,001 - $100K | None (or less than $201) | Consumer Finance | 3.34.9.14 | |
| SewerAI | $50,001 - $100K | None (or less than $201) | Business/Productivity Software | 3.34.9.15 | |
| Recvue | $50,001 - $100K | None (or less than $201) | Business/Productivity Software | 3.34.9.16 | |
| Coinic | $50,001 - $100K | None (or less than $201) | Therapeutic Devices | 3.34.9.17 | |
| GuideCX | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.9.18 | |
| OliverIQ | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.9.19 | |
| Lytics | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.9.20 | |
| Numetric | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.9.21 | |
| UBIQD | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 3.34.9.22 | |
| MarketDial | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.23 | |
| BlueMatador | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.24 | |
| Kenzie Academy | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.25 | |
| Fitted | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.26 | |
| Artifact | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.27 | |
| Datazoom | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.28 | |
| Sorenson Media | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.9.29 | |
| OliverIQ (fka Galaxi Networks, Inc.) | $15,001 - $50,000 | None (or less than $201) | Develops smart home technology | 3.34.9.30 | |
| Epic Ventures VI | 3.34.10 | ||||
| Torus | $250K - $500K | None (or less than $201) | Energy Storage | 3.34.10.1 | |
| Redo | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.10.2 | |
| POSH | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.10.3 | |
| Headlight | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.10.4 | |
| Rali, Inc. (fka Fullcast, Inc) | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.10.5 | |
| Pantomath | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.10.6 | |
| ShardSecure | $50,001 - $100K | None (or less than $201) | Cybersecurity | 3.34.10.7 | |
| Amenity Digital Health, Inc | $50,001 - $100K | None (or less than $201) | Healthcare Services | 3.34.10.8 | |
| Pestie | $50,001 - $100K | None (or less than $201) | Business/Productivity Software | 3.34.10.9 | |
| Ostrich | $50,001 - $100K | None (or less than $201) | Business/Productivity Software | 3.34.10.10 | |
| Noetik | $50,001 - $100K | None (or less than $201) | Drug Discovery | 3.34.10.11 | |
| Qualiti AI | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.12 | |
| Troop | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.13 | |
| Culmination | $50,001 - $100K | None (or less than $201) | Biotechnology | 3.34.10.14 | |
| Mimic | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.10.15 | |
| X.ai | $100K - $250K | None (or less than $201) | Business/Productivity Software | 3.34.10.16 | |
| RedCircle | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.17 | |
| Outbound AI | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.18 | |
| UPTIQ | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.19 | |
| Dr. Treat | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.20 | |
| OnFabric, Inc. | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 3.34.10.21 | |
| DashLX | $15,001 - $50,000 | None (or less than $201) | Therapeutic Devices | 3.34.10.22 | |
| Tactic | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.23 | |
| EqualityAI | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.24 | |
| Aligned Marketplace | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.25 | |
| Daffodil | $1,001 - $15,000 | None (or less than $201) | Other Healthcare Services | 3.34.10.26 | |
| LegacyLogix | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.27 | |
| Teiko.bio | $1,001 - $15,000 | None (or less than $201) | Biotechnology | 3.34.10.28 | |
| OXG | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.29 | |
| Luminaries | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.30 | |
| Videra | $15,001 - $50,000 | None (or less than $201) | Clinics/Outpatient Services | 3.34.10.31 | |
| Shifted Energy | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.32 | |
| OpenContext | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 3.34.10.33 | |
| Grix I | 3.34.11 | ||||
| Argonaut HQ, Inc. | $50,001 - $100K | None (or less than $201) | Cloud-based DevOps control center and workflow automation management software provider | 3.34.11.1 | |
| ConSync Corporation (dba Roger) | $100K - $250K | None (or less than $201) | Company that hosts a collaboration platform for project managers in commercial construction | 3.34.11.2 | |
| Diagraphics Inc. | $50,001 - $100K | None (or less than $201) | Digital strategy consulting and custom software development for building product manufacturers and subcontractors | 3.34.11.3 | |
| Equality AI Inc. | $50,001 - $100K | None (or less than $201) | Company producing quality assurance and compliance solutions software | 3.34.11.4 | |
| Jetty Labs, Inc. | $50,001 - $100K | None (or less than $201) | Financial services company for renters and property managers | 3.34.11.5 | |
| Lasso Solutions, Inc. | $50,001 - $100K | None (or less than $201) | Company hosting a platform to assist customers in securing grants | 3.34.11.6 | |
| Linc Threading Systems Incorporated | $1,001 - $15,000 | None (or less than $201) | Distributor of industrial fastening and packaging solutions | 3.34.11.7 | |
| Mindsmith Learning, Inc. | $50,001 - $100K | None (or less than $201) | Educational technology company | 3.34.11.8 | |
| Pocket RN, Inc. | $100K - $250K | None (or less than $201) | Telemedicine company | 3.34.11.9 | |
| ScreenSteps, Inc. | $100K - $250K | None (or less than $201) | Company producing AI Software focused on employee performance | 3.34.11.10 | |
| Superconductive Health, Inc. | $1,001 - $15,000 | None (or less than $201) | Healthcare data consultancy company | 3.34.11.11 | |
| Trelent, Inc. | $15,001 - $50,000 | None (or less than $201) | Company producing AI tools for regulated industries | 3.34.11.12 | |
| Wooly, Inc. | $50,001 - $100K | None (or less than $201) | Company hosting a marketing platform to identify and engage top customers | 3.34.11.13 | |
| Peterson Ventures III | 3.34.12 | ||||
| WithClutch | $15,001 - $50,000 | None (or less than $201) | Financial Technology | 3.34.12.1 | |
| Rebuy | $50,001 - $100K | None (or less than $201) | E-commerce Technology | 3.34.12.2 | |
| Tava Health | $15,001 - $50,000 | None (or less than $201) | Mental Health Services | 3.34.12.3 | |
| Verasight | $1,001 - $15,000 | None (or less than $201) | Market Research | 3.34.12.4 | |
| Seis | $15,001 - $50,000 | None (or less than $201) | Financial Technology | 3.34.12.5 | |
| Tilled | $15,001 - $50,000 | None (or less than $201) | Payment Processing | 3.34.12.6 | |
| Trendsi | $1,001 - $15,000 | None (or less than $201) | Fashion Technology | 3.34.12.7 | |
| Nomad | $15,001 - $50,000 | None (or less than $201) | Real Estate Technology | 3.34.12.8 | |
| Leland | $15,001 - $50,000 | None (or less than $201) | Education Technology | 3.34.12.9 | |
| Particl (fka Luz) | $1,001 - $15,000 | None (or less than $201) | Data Privacy | 3.34.12.10 | |
| Local Locker | $1,001 - $15,000 | None (or less than $201) | Storage Solutions | 3.34.12.11 | |
| Videra | $1,001 - $15,000 | None (or less than $201) | Healthcare Technology | 3.34.12.12 | |
| ClimateWells | $1,001 - $15,000 | None (or less than $201) | Environmental Technology | 3.34.12.13 | |
| School.AI | $1,001 - $15,000 | None (or less than $201) | Education Technology | 3.34.12.14 | |
| Rising Team | $1,001 - $15,000 | None (or less than $201) | Professional Development | 3.34.12.15 | |
| Sora | $1,001 - $15,000 | None (or less than $201) | Education Technology | 3.34.12.16 | |
| Tactic | $1,001 - $15,000 | None (or less than $201) | Financial Technology | 3.34.12.17 | |
| Gritwell | $1,001 - $15,000 | None (or less than $201) | Health and Wellness | 3.34.12.18 | |
| Gordy Health | None (or less than $1,001) | None (or less than $201) | Healthcare Technology | 3.34.12.19 | |
| ShopTrue | None (or less than $1,001) | None (or less than $201) | E-commerce Technology | 3.34.12.20 | |
| DataFleets | None (or less than $1,001) | None (or less than $201) | Data Management | 3.34.12.21 | |
| Volley | None (or less than $1,001) | None (or less than $201) | Artificial Intelligence | 3.34.12.22 | |
| Peterson Venture Partners IV LP | 3.34.13 | ||||
| Griptape | $15,001 - $50,000 | None (or less than $201) | Education Technology | 3.34.13.1 | |
| SaVia Health | $15,001 - $50,000 | None (or less than $201) | Healthcare Technology | 3.34.13.2 | |
| Cambio | $15,001 - $50,000 | None (or less than $201) | Financial Technology | 3.34.13.3 | |
| StaqFi | $15,001 - $50,000 | None (or less than $201) | Financial Technology | 3.34.13.4 | |
| Rapid Ads | $15,001 - $50,000 | None (or less than $201) | Advertising Technology | 3.34.13.5 | |
| Lifeforce | $15,001 - $50,000 | None (or less than $201) | Healthcare Services | 3.34.13.6 | |
| Nyquist Data | $15,001 - $50,000 | None (or less than $201) | Data Analytics | 3.34.13.7 | |
| GovSky | $15,001 - $50,000 | None (or less than $201) | Government Technology | 3.34.13.8 | |
| BuildCheckAI | None (or less than $1,001) | None (or less than $201) | Construction Technology | 3.34.13.9 | |
| Lumanu | $15,001 - $50,000 | None (or less than $201) | Marketing Technology | 3.34.13.10 | |
| Mobly | $1,001 - $15,000 | None (or less than $201) | Real Estate Technology | 3.34.13.11 | |
| Luminous | $1,001 - $15,000 | None (or less than $201) | Energy Technology | 3.34.13.12 | |
| Two Boxes | $15,001 - $50,000 | None (or less than $201) | Supply Chain Technology | 3.34.13.13 | |
| Synthpop | $15,001 - $50,000 | None (or less than $201) | Music Technology | 3.34.13.14 | |
| Refer | $15,001 - $50,000 | None (or less than $201) | Recruitment Technology | 3.34.13.15 | |
| Clearjet | $15,001 - $50,000 | None (or less than $201) | Aviation Technology | 3.34.13.16 | |
| Diversifi | $1,001 - $15,000 | None (or less than $201) | Financial Technology | 3.34.13.17 | |
| Outfit | $15,001 - $50,000 | None (or less than $201) | Fashion Technology | 3.34.13.18 | |
| Scout Investments | $15,001 - $50,000 | None (or less than $201) | Investment Management | 3.34.13.19 | |
| Jetty | None (or less than $1,001) | None (or less than $201) | Insurance Technology | 3.34.13.20 | |
| Cascading AI | $1,001 - $15,000 | None (or less than $201) | Artificial Intelligence | 3.34.13.21 | |
| Luminaries. AI | $15,001 - $50,000 | None (or less than $201) | AI-based CRM platform | 3.34.13.22 | |
| PSL Ventures Fund II | 3.34.14 | ||||
| trovatrip | $50,001 - $100K | None (or less than $201) | Travel and Tourism | 3.34.14.1 | |
| Starfish Space | $15,001 - $50,000 | None (or less than $201) | Aerospace | 3.34.14.2 | |
| ever.green | $15,001 - $50,000 | None (or less than $201) | Renewable Energy | 3.34.14.3 | |
| NetDrones | $15,001 - $50,000 | None (or less than $201) | Drone Technology | 3.34.14.4 | |
| Coinfx | $1,001 - $15,000 | None (or less than $201) | FinTech - crypto | 3.34.14.5 | |
| Satellite.im | $1,001 - $15,000 | None (or less than $201) | Communication Technology | 3.34.14.6 | |
| LifeAt | $1,001 - $15,000 | None (or less than $201) | Productivity Software | 3.34.14.7 | |
| far homes | $15,001 - $50,000 | None (or less than $201) | Real Estate | 3.34.14.8 | |
| Felix&Fido | $15,001 - $50,000 | None (or less than $201) | Pet Care | 3.34.14.9 | |
| Enzym AI | $15,001 - $50,000 | None (or less than $201) | Biotech | 3.34.14.10 | |
| Overland.ai | $15,001 - $50,000 | None (or less than $201) | AI | 3.34.14.11 | |
| Maximal Learning | $1,001 - $15,000 | None (or less than $201) | Educational Technology | 3.34.14.12 | |
| olis | $15,001 - $50,000 | None (or less than $201) | Healthcare tech | 3.34.14.13 | |
| Enzzo | $1,001 - $15,000 | None (or less than $201) | E-commerce | 3.34.14.14 | |
| Official | $1,001 - $15,000 | None (or less than $201) | Social Media | 3.34.14.15 | |
| house whisper | $15,001 - $50,000 | None (or less than $201) | Home improvement | 3.34.14.16 | |
| Picco Systems | $1,001 - $15,000 | None (or less than $201) | Information Technology | 3.34.14.17 | |
| MudStack | $1,001 - $15,000 | None (or less than $201) | Game Development | 3.34.14.18 | |
| Sofy | $15,001 - $50,000 | None (or less than $201) | Software Testing | 3.34.14.19 | |
| Prismatic | $1,001 - $15,000 | None (or less than $201) | Software integration company | 3.34.14.20 | |
| Otis | $1,001 - $15,000 | None (or less than $201) | FinTech | 3.34.14.21 | |
| LoansIntel | $1,001 - $15,000 | None (or less than $201) | Financial Services | 3.34.14.22 | |
| Riot Ventures II | 3.34.15 | ||||
| Alloy Enterprises, Inc. | $50,001 - $100K | None (or less than $201) | Line of business: additive manufacturing | 3.34.15.1 | |
| Apiphany Corporation | $15,001 - $50,000 | None (or less than $201) | Line of business: manufacturing software | 3.34.15.2 | |
| Blue Water Autonomy | $50,001 - $100K | None (or less than $201) | Line of business: naval defense technology | 3.34.15.3 | |
| Brick Dynamics Inc. | $15,001 - $50,000 | None (or less than $201) | Line of business: eCommerce infrastructure | 3.34.15.4 | |
| Deterrence Defense, Inc. | $50,001 - $100K | None (or less than $201) | Line of business: defense | 3.34.15.5 | |
| Duro Labs, Inc. | $15,001 - $50,000 | None (or less than $201) | Line of business: Architectural, Engineering, and Related Services | 3.34.15.6 | |
| Integrate Space Corporation | $15,001 - $50,000 | None (or less than $201) | Line of business: software | 3.34.15.7 | |
| Mango, Inc. | $15,001 - $50,000 | None (or less than $201) | Line of business: biomanufacturing | 3.34.15.8 | |
| Nodal Networks, Inc. | $15,001 - $50,000 | None (or less than $201) | Line of business: port software | 3.34.15.9 | |
| Open Envoy Inc. | $50,001 - $100K | None (or less than $201) | Line of business: Supply Chain & Logistics | 3.34.15.10 | |
| Passerine Technologies, Inc. | $1,001 - $15,000 | None (or less than $201) | Line of business: supply chain and logistics | 3.34.15.11 | |
| Preservation Systems Inc. | $15,001 - $50,000 | None (or less than $201) | Line of business: agricultural technology | 3.34.15.12 | |
| Sift Stack, Inc. (fka Azimuth Industries Inc.) | $50,001 - $100K | None (or less than $201) | Line of business: data infrastructure | 3.34.15.13 | |
| True Anomaly, Inc. | $250K - $500K | None (or less than $201) | Line of business: defense technology | 3.34.15.14 | |
| Usable Machines, Inc. (dba Kindo) | $50,001 - $100K | None (or less than $201) | Line of business: enterprise security | 3.34.15.15 | |
| Valar Atomics, Inc. | $50,001 - $100K | None (or less than $201) | Line of business: nuclear power | 3.34.15.16 | |
| Sorenson Ventures I | 3.34.16 | ||||
| CyCognito Ltd | $500K - $1M | None (or less than $201) | Security | 3.34.16.1 | |
| NS8, Inc. | $1,001 - $15,000 | None (or less than $201) | Security | 3.34.16.2 | |
| Socure, Inc. | $250K - $500K | None (or less than $201) | Security | 3.34.16.3 | |
| Acceldata, Inc. | $100K - $250K | None (or less than $201) | Enterprise Software | 3.34.16.4 | |
| Botkeeper, Inc. | $1,001 - $15,000 | None (or less than $201) | Enterprise Software | 3.34.16.5 | |
| GuideCX, Inc. | $50,001 - $100K | None (or less than $201) | Enterprise Software | 3.34.16.6 | |
| InCorta, Inc. (fka Cream, Inc.) | $1,001 - $15,000 | None (or less than $201) | Enterprise Software | 3.34.16.7 | |
| Monsoon, Inc. (fka Mobilize Networks, Inc.) | None (or less than $1,001) | None (or less than $201) | Enterprise Software | 3.34.16.8 | |
| MX Technologies, Inc. | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.16.9 | |
| OysterHR (fka The Anywhere Corp.) | $100K - $250K | None (or less than $201) | Enterprise Software | 3.34.16.10 | |
| Qualio, Inc. | $100K - $250K | None (or less than $201) | Enterprise Software | 3.34.16.11 | |
| SupportLogic, Inc. | $50,001 - $100K | None (or less than $201) | Enterprise Software | 3.34.16.12 | |
| Vendorful, Inc. | $1,001 - $15,000 | None (or less than $201) | Enterprise Software | 3.34.16.13 | |
| Paperspace Co. | $1,001 - $15,000 | None (or less than $201) | Software for developing, training, and deploying AI applications | 3.34.16.14 | |
| CloudKnox Security, Inc. | $1,001 - $15,000 | None (or less than $201) | Computer and Network Security company | 3.34.16.15 | |
| Sorenson Ventures II | 3.34.17 | ||||
| Via | $1,001 - $15,000 | None (or less than $201) | Transportation Technology | 3.34.17.1 | |
| Boostsecurity | $15,001 - $50,000 | None (or less than $201) | Security | 3.34.17.2 | |
| Evo Security | $15,001 - $50,000 | None (or less than $201) | Security | 3.34.17.3 | |
| IDlayr (United Kingdom) | $15,001 - $50,000 | None (or less than $201) | Security | 3.34.17.4 | |
| Netrise | $15,001 - $50,000 | None (or less than $201) | Security | 3.34.17.5 | |
| Sandfly Security Limited (New Zealand) | $1,001 - $15,000 | None (or less than $201) | Security | 3.34.17.6 | |
| Tuskira.ai | $15,001 - $50,000 | None (or less than $201) | Security | 3.34.17.7 | |
| VulnCheck | $15,001 - $50,000 | None (or less than $201) | Security | 3.34.17.8 | |
| Cloudsmith (United Kingdom) | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.9 | |
| Digma | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.10 | |
| Expeto Wireless (Canada) | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.11 | |
| Garden Technologies (Germany) | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.12 | |
| LearnLux | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.13 | |
| Moov Financial | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.14 | |
| Nob19 | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.15 | |
| OneLook (d.b.a. Lily.ai) | $50,001 - $100K | None (or less than $201) | Enterprise Software | 3.34.17.16 | |
| Planera | $50,001 - $100K | None (or less than $201) | Enterprise Software | 3.34.17.17 | |
| Sight Machine | $50,001 - $100K | None (or less than $201) | Enterprise Software | 3.34.17.18 | |
| Spiffy AI | $1,001 - $15,000 | None (or less than $201) | Enterprise Software | 3.34.17.19 | |
| Synthesis AI | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.20 | |
| Traceloop (Vecinity) | $1,001 - $15,000 | None (or less than $201) | Enterprise Software | 3.34.17.21 | |
| Vectice | $15,001 - $50,000 | None (or less than $201) | Enterprise Software | 3.34.17.22 | |
| Vendia | $50,001 - $100K | None (or less than $201) | Enterprise Software | 3.34.17.23 | |
| Owl Labs | $15,001 - $50,000 | None (or less than $201) | Video conferencing devices | 3.34.17.24 | |
| Talon Cyber Security (Israel) | $1,001 - $15,000 | None (or less than $201) | Cyber security company. | 3.34.17.25 | |
| Sorenson Ventures III | 3.34.18 | ||||
| Jump | $15,001 - $50,000 | None (or less than $201) | Workflow automation tool | 3.34.18.1 | |
| Doyen AI | $15,001 - $50,000 | None (or less than $201) | Automated integration platform as a service | 3.34.18.2 | |
| Kaloas | $1,001 - $15,000 | None (or less than $201) | Competitive intelligence platform | 3.34.18.3 | |
| Bureau | $50,001 - $100K | None (or less than $201) | Identify verification and fraud prevention | 3.34.18.4 | |
| Quarantine Capital I | 3.34.19 | ||||
| G2 Crowd, Inc | $15,001 - $50,000 | None (or less than $201) | Online marketplace for software and services | 3.34.19.1 | |
| Lucid, Inc | $15,001 - $50,000 | None (or less than $201) | Electric vehicles, EV powertrains and battery systems | 3.34.19.2 | |
| Pipe Financial, Inc | $15,001 - $50,000 | None (or less than $201) | Financial technology for small and med-sized businesses | 3.34.19.3 | |
| Provar, Inc | $15,001 - $50,000 | None (or less than $201) | Integrated quality management and test automation solutions for salesforce platforms | 3.34.19.4 | |
| Quarantine Capital III | 3.34.20 | ||||
| Route, Inc | $50,001 - $100K | None (or less than $201) | Company focused on post purchase experience for online shoppers and merchants | 3.34.20.1 | |
| Mimic Inc | $50,001 - $100K | None (or less than $201) | Cybersecurity company | 3.34.20.2 | |
| 4P2021 | 3.34.21 | ||||
| SpaceX, Inc. | $250K - $500K | None (or less than $201) | SpaceX designs, manufactures and launches advanced rockets and spacecraft | 3.34.21.1 | |
| Blue Notch I | 3.34.22 | ||||
| X.Ai, Inc | $500K - $1M | None (or less than $201) | Company producing AI powered personal assistant applications | 3.34.22.1 | |
| CFS EPIC Partners | 3.34.23 | ||||
| Commonwealth Fusion Systems, Inc | $100K - $250K | None (or less than $201) | Company focused on development of fusion power systems | 3.34.23.1 | |
| Dash NeoTax SPV | 3.34.24 | ||||
| NeoTax, Inc | $250K - $500K | None (or less than $201) | Company producing tax automation software | 3.34.24.1 | |
| EPIC Headlight Health SPV | 3.34.25 | ||||
| Headlight Health, Inc | $250K - $500K | None (or less than $201) | Mental health technology company | 3.34.25.1 | |
| Grix Superconductive SPV I, LLC | 3.34.26 | ||||
| Great Expectations, Inc | $100K - $250K | None (or less than $201) | Open-source data quality platform | 3.34.26.1 | |
| Superconductive Health, Inc. | $15,001 - $50,000 | None (or less than $201) | Healthcare data consultancy | 3.34.26.2 | |
| Hixwood LLC | 3.34.27 | ||||
| Commonwealth Fusion Systems, Inc | $100K - $250K | None (or less than $201) | Focused on development of fusion power systems | 3.34.27.1 | |
| Quarantine Capital II | 3.34.28 | ||||
| SpaceX, Inc | $1M - $5M | None (or less than $201) | Company that designs, manufactures and launches advanced rockets and spacecraft | 3.34.28.1 | |
| Riot Fund E-2 | 3.34.29 | ||||
| True Anamoly, Inc | $250K - $500K | None (or less than $201) | Line of business: defense technology | 3.34.29.1 | |
| Riot Fund IV-E | 3.34.30 | ||||
| Shield AI, Inc | $250K - $500K | None (or less than $201) | Line of business: defense technology | 3.34.30.1 | |
| SCP Green Cabbage | 3.34.31 | ||||
| Green Cabbage, Inc | $250K - $500K | None (or less than $201) | Spend analytics and cost reduction solutions | 3.34.31.1 | |
| U.S. Bank (cash account) | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.34.32 | |
| U.S. Bank (cash account) | $1M - $5M | $50,001 - $100K | Interest | 3.34.33 | |
| SB Finance LLC | $50,001 - $100K | None (or less than $201) | Loaned money to a startup business, Fitted, Inc., that is now defunct. No longer operating; just occasionally collecting on receivables. | 3.35 | |
| U.S. bank account (cash) #6 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.36 | |
| Recursion Pharmaceuticals Inc. Class A Common Stock (RXRX) | $50,001 - $100K | None (or less than $201) | 3.37 | ||
| U.S. bank account (cash) #7 | $100K - $250K | None (or less than $201) | 3.38 | ||
| Recursion Pharmaceuticals Inc. Class A Common Stock (RXRX) | $500K - $1M | None (or less than $201) | 3.39 | ||
| U.S. bank account (cash) #8 | $1M - $5M | $15,001 - $50,000 | Interest | 3.40 | |
| U.S. bank (cash account) #9 | $1M - $5M | $1,001 - $2,500 | Interest | 3.41 | |
| U.S. bank (cash account) #10 | $1,001 - $15,000 | None (or less than $201) | 3.42 | ||
| Michael Boren IRA | 4 | ||||
| Ivy Cash Management Fund Class A Shares (IAAXX) | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| Invesco Value Opportunities Fund Class A Shares (VVOAX) | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| Sawtooth Investment management account (U.S. bank) | $250K - $500K | None (or less than $201) | This entity is no longer operating business and holds only cash bank accounts. | 5 | |
| Sockeye Trading accounts (U.S. bank) | $15,001 - $50,000 | None (or less than $201) | This entity is no longer operating business and holds only cash bank accounts. | 6 | |
| Josephine Creek Ranch, Inc. | $500K - $1M | None (or less than $201) | Airstrip in Boise, Idaho | 7 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| Clearwater Analytics | I will continue to hold this defined contribution plan, but neither the plan sponsor nor I will make further contributions. (2005-01-01) | 1 |
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| IRA | 1 | ||||
| First EagleGlobal Fund Class A Shares (SGENX) | $50,001 - $100K | None (or less than $201) | 1.1 | ||
| AB SustainableGlobal Thematic Fund, Inc Class A Shares (ALTFX) | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| Touchstone Large Cap Focused Fund Class A Shares (SENCX) | $15,001 - $50,000 | None (or less than $201) | 1.3 | ||
| AB Small Cap Growth Portfolio Class A Shares (QUASX) | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| Virtus KAR Small-Cap Value Fund Class A Shares (PQSAX) | $15,001 - $50,000 | None (or less than $201) | 1.5 | ||
| Columbia Acorn International Class A Shares (LAIAX) | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| U.S. Brokerage Cash Account | $1,001 - $15,000 | None (or less than $201) | 1.7 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Vanguard Nevada 529 College Savings Plan #1 | 1 | ||||
| Vanguard US Growth Fund | $50,001 - $100K | None (or less than $201) | 1.1 | ||
| Vanguard Totl Int Stk Idx Fund | $50,001 - $100K | None (or less than $201) | 1.2 | ||
| Vanguard Totl Stk Mkt Idx | $250K - $500K | None (or less than $201) | 1.3 | ||
| Vanguard Value Index | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| Vanguard Nevada 529 College Savings Plan #2 | 2 | ||||
| Vanguard US Growth | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| Vanguard Totl Int Stk Idx | $250K - $500K | None (or less than $201) | 2.2 | ||
| Vanguard Totl Stk Mkt Idx | $50,001 - $100K | None (or less than $201) | 2.3 | ||
| Vanguard Value Index | $15,001 - $50,000 | None (or less than $201) | 2.4 | ||
| Vanguard Nevada 529 College Savings Plan #3 | 3 | ||||
| TargtEnrol 2036/2037 Port | $250K - $500K | None (or less than $201) | 3.1 | ||
| Vanguard Nevada 529 College Savings Plan #4 | 4 | ||||
| TargtEnrol 2036/2037 Port | $250K - $500K | None (or less than $201) | 4.1 | ||
| Vanguard Nevada 529 College Savings Plan #5 | 5 | ||||
| TargtEnrol 2036/2037 Port | $250K - $500K | None (or less than $201) | 5.1 | ||
| Vanguard Nevada 529 College Savings Plan #6 | 6 | ||||
| Vanguard Aggress Growth | $100K - $250K | None (or less than $201) | 6.1 | ||
| Vanguard Windsor Port | $15,001 - $50,000 | None (or less than $201) | 6.2 | ||
| Vanguard Nevada 529 College Savings Plan #7 | 7 | ||||
| Vanguard Aggress Growth | $100K - $250K | None (or less than $201) | 7.1 | ||
| Vanguard Nevada 529 College Savings Plan #8 | 8 | ||||
| Vanguard 500 Index | $15,001 - $50,000 | None (or less than $201) | 8.1 | ||
| Vanguard Aggress Growth | $50,001 - $100K | None (or less than $201) | 8.2 | ||
| Vanguard Nevada 529 College Savings Plan #9 | 9 | ||||
| Vanguard Totl Stk Mkt Idx | $1,001 - $15,000 | None (or less than $201) | 9.1 | ||
| Vanguard 500 Index | $1,001 - $15,000 | None (or less than $201) | 9.2 | ||
| Vanguard Aggress Growth | $1,001 - $15,000 | None (or less than $201) | 9.3 | ||
| Vanguard Growth Index | $1,001 - $15,000 | None (or less than $201) | 9.4 | ||
| Flying Resort Ranches, Inc (Valley County, ID) | $1,001 - $15,000 | None (or less than $201) | This is an ownership share in a not-for-profit dude ranch in a remote area of Valley County, ID. | 10 | |
| MJB Revocable Trust | 11 | ||||
| U.S. bank account (cash) #1 | $50,001 - $100K | $1,001 - $2,500 | Interest | 11.1 | |
| Chevron Corp. (CVX) | $100K - $250K | $5,001 - $15,000 | Dividends | 11.2 | |
| Marathon Petroleum Corp. (MPC) | $250K - $500K | $5,001 - $15,000 | Dividends | 11.3 | |
| Carrier Global Corporation Common Stock (CARR) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.4 | |
| Cummins, Inc. (CMI) | $250K - $500K | $5,001 - $15,000 | Dividends | 11.5 | |
| Deere & Co. (DE) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.6 | |
| FedEx Corp. (FDX) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.7 | |
| Generac Holdings, Inc. (GNRC) | $100K - $250K | None (or less than $201) | 11.8 | ||
| Generac Holdings open position for written call option, $160 strike, 01/26 expiration | None (or less than $201) | 11.9 | |||
| Otis Worldwide Corporation Common Stock (OTIS) | $50,001 - $100K | $201 - $1,000 | Dividends | 11.10 | |
| Raytheon Technologies Corporation Common Stock (RTX) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.11 | |
| Amazon.com, Inc. (AMZN) | $250K - $500K | None (or less than $201) | 11.12 | ||
| Amazon.com, Inc, open position for written call option, $230 strike, 01/26 expiration | None (or less than $201) | 11.13 | |||
| The Home Depot, Inc. (HD) | $250K - $500K | $5,001 - $15,000 | Dividends | 11.14 | |
| The Home Depot, Inc., open position for written call option, $420 strike, 01/26 expiration | None (or less than $201) | 11.15 | |||
| Polaris Inc. (PII) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 11.16 | |
| PepsiCo, Inc. (PEP) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.17 | |
| Sysco Corp. (SYY) | $100K - $250K | $2,501 - $5,000 | Dividends | 11.18 | |
| Amgen Inc. (AMGN) | $100K - $250K | $2,501 - $5,000 | Dividends | 11.19 | |
| Becton, Dickinson and Company (BDX) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.20 | |
| Bristol-Myers Squibb (BMY) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 11.21 | |
| Cigna Corp. (CI) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.22 | |
| Teleflex, Inc. (TFX) | $100K - $250K | $1,001 - $2,500 | Dividends | 11.23 | |
| Zimmer Biomet Holdings, Inc. (ZBH) | $50,001 - $100K | $201 - $1,000 | Dividends | 11.24 | |
| American Express Co NYSE: AXP | $250K - $500K | $2,501 - $5,000 | Dividends | 11.25 | |
| Chubb Ltd NYSE: CB | $100K - $250K | $1,001 - $2,500 | Dividends | 11.26 | |
| Fiserv Inc NYSE: FI | $250K - $500K | None (or less than $201) | 11.27 | ||
| Goldman Sachs Group Inc NYSE: GS | $250K - $500K | $5,001 - $15,000 | Dividends | 11.28 | |
| JPMorgan Chase & Co NYSE: JPM | $250K - $500K | $2,501 - $5,000 | Dividends | 11.29 | |
| PayPal Holdings, Inc. (PYPL) | $100K - $250K | None (or less than $201) | 11.30 | ||
| Apple, Inc. (AAPL) | $250K - $500K | $1,001 - $2,500 | Dividends | 11.31 | |
| Cisco Systems, Inc. (CSCO) | $100K - $250K | $2,501 - $5,000 | Dividends | 11.32 | |
| Cognizant Technology Solutions Corp. (CTSH) | $100K - $250K | $2,501 - $5,000 | Dividends | 11.33 | |
| Microsoft Corp. (MSFT) | $250K - $500K | $2,501 - $5,000 | Dividends | 11.34 | |
| Microsoft Corp Call, $445 strike, 12/25 expiration | None (or less than $201) | 11.35 | |||
| Oracle Corp. (ORCL) | $250K - $500K | $2,501 - $5,000 | Dividends | 11.36 | |
| QUALCOMM, Inc. (QCOM) | $100K - $250K | $2,501 - $5,000 | Dividends | 11.37 | |
| Alphabet, Inc. (GOOG) | $100K - $250K | $201 - $1,000 | Dividends | 11.38 | |
| iShares Short Treasury Bond ETF (SHV) | $250K - $500K | $2,501 - $5,000 | 11.39 | ||
| Amazon.com, Inc. (AMZN) | $500K - $1M | None (or less than $201) | 11.40 | ||
| Apple, Inc. (AAPL) | $250K - $500K | $1,001 - $2,500 | Dividends | 11.41 | |
| FDIC Bank Deposit Sweep Program QPRMQ | None (or less than $1,001) | None (or less than $201) | 11.42 | ||
| Capital Group Dividend Value ETF Share Class (CGDV) | $500K - $1M | $2,501 - $5,000 | 11.43 | ||
| Capital Group Growth ETF Share Class (CGGR) | $1M - $5M | $5,001 - $15,000 | 11.44 | ||
| Fidelity Mid Cap Growth Index Fund (FMDGX) | $500K - $1M | None (or less than $201) | 11.45 | ||
| Fidelity Money Market Fund Premium Class (FZDXX) | $250K - $500K | $1,001 - $2,500 | 11.46 | ||
| Fidelity Small Cap Index Fund (FSSNX) | $500K - $1M | $1,001 - $2,500 | 11.47 | ||
| IShares Core Dividend Growth ETF (DGRO) | $500K - $1M | $5,001 - $15,000 | 11.48 | ||
| iShares Core S&P 500 ETF (IVV) | $1M - $5M | $5,001 - $15,000 | 11.49 | ||
| iShares MSCIEmerging Markets ex China ETF (EMXC) | $250K - $500K | $5,001 - $15,000 | 11.50 | ||
| Microsoft Corp. (MSFT) | $250K - $500K | $2,501 - $5,000 | Dividends | 11.51 | |
| Shopify Inc. Class A Subordinate Voting Shares (SHOP) | $500K - $1M | None (or less than $201) | 11.52 | ||
| T Rowe Price Dividend Growth Fund, Inc (PRDGX) | $500K - $1M | $1,001 - $2,500 | 11.53 | ||
| Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $500K - $1M | $2,501 - $5,000 | 11.54 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $500K - $1M | $2,501 - $5,000 | 11.55 | ||
| Vanguard Mid-Cap Value Index Fund Admiral Class Shares (VMVAX) | $250K - $500K | $2,501 - $5,000 | 11.56 | ||
| Agricultural property Ada County ID | $1M - $5M | None (or less than $201) | 11.57 | ||
| Agricultural property Ada County ID | $1M - $5M | None (or less than $201) | 11.58 | ||
| U.S. Bank Account (cash) #2 | $15,001 - $50,000 | None (or less than $201) | 11.59 | ||
| U.S. Bank Account (cash) #3 | $1M - $5M | $1,001 - $2,500 | Interest | 11.60 | |
| U.S. bank account (cash) #4 | $50,001 - $100K | $201 - $1,000 | Interest | 11.61 | |
| Vanguard Utilities Index Fund Admiral Shares (VUIAX) | $5M - $25M | $100K - $1M | 11.62 | ||
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $5M - $25M | $100K - $1M | 11.63 | ||
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $1M - $5M | $15,001 - $50,000 | 11.64 | ||
| Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $5M - $25M | $5,001 - $15,000 | 11.65 | ||
| VanguardTax-Managed Small-Cap FundAdmiral Shares (VTMSX) | $1M - $5M | $15,001 - $50,000 | 11.66 | ||
| VanguardPacific Stock Index Fund Admiral Shares (VPADX) | $50,001 - $100K | $201 - $1,000 | 11.67 | ||
| Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $5M - $25M | $50,001 - $100K | 11.68 | ||
| Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $5M - $25M | $1,001 - $2,500 | 11.69 | ||
| Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $100K - $250K | $1,001 - $2,500 | 11.70 | ||
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX) | $5M - $25M | $50,001 - $100K | 11.71 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1M - $5M | $15,001 - $50,000 | 11.72 | ||
| Vanguard High Dividend Yield Index Fund Admiral Class Shares (VHYAX) | $5M - $25M | $100K - $1M | 11.73 | ||
| Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $1M - $5M | $50,001 - $100K | 11.74 | ||
| Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $5M - $25M | $50,001 - $100K | 11.75 | ||
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $5M - $25M | $15,001 - $50,000 | 11.76 | ||
| Vanguard Energy Fund Admiral Shares (VGELX) | $50,001 - $100K | $1,001 - $2,500 | 11.77 | ||
| Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $250K - $500K | $1,001 - $2,500 | 11.78 | ||
| Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $25M - $50M | $1M - $5M | 11.79 | ||
| Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | $201 - $1,000 | 11.80 | ||
| Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | None (or less than $201) | 11.81 | ||
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $250K - $500K | $5,001 - $15,000 | 11.82 | ||
| Vanguard High Dividend Yield Index Fund Admiral Class Shares (VHYAX) | $1M - $5M | $50,001 - $100K | 11.83 | ||
| Vanguard Utilities Index Fund Admiral Shares (VUIAX) | $500K - $1M | $50,001 - $100K | 11.84 | ||
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX) | $1M - $5M | $50,001 - $100K | 11.85 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1M - $5M | $15,001 - $50,000 | 11.86 | ||
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $1M - $5M | $50,001 - $100K | 11.87 | ||
| Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1M - $5M | $15,001 - $50,000 | 11.88 | ||
| Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $1M - $5M | $50,001 - $100K | 11.89 | ||
| Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $500K - $1M | $2,501 - $5,000 | 11.90 | ||
| Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $1M - $5M | $15,001 - $50,000 | 11.91 | ||
| Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1M - $5M | $15,001 - $50,000 | 11.92 | ||
| Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $50,001 - $100K | $1,001 - $2,500 | 11.93 | ||
| On Holding AG Class A Ordinary Shares (ONON) | $50,001 - $100K | None (or less than $201) | 11.94 | ||
| Clear Secure Inc NYSE: YOU | $15,001 - $50,000 | None (or less than $201) | 11.95 | ||
| U.S. bank account (cash) #5 | $1,001 - $15,000 | None (or less than $201) | 11.96 | ||
| Fidelity Balanced Fund (FBALX) | $15,001 - $50,000 | $201 - $1,000 | 11.97 | ||
| Fidelity International Discovery Fund (FIGRX) | $15,001 - $50,000 | $201 - $1,000 | 11.98 | ||
| Fidelity Tax-Exempt Money Market Fund Tax- Free Money Market Fund (FMOXX) | $15,001 - $50,000 | $1,001 - $2,500 | 11.99 | ||
| Fidelity Software and IT Services Portfolio (FSCSX) | $15,001 - $50,000 | $1,001 - $2,500 | 11.100 | ||
| Fidelity Materials Portfolio (FSDPX) | $1,001 - $15,000 | $1,001 - $2,500 | 11.101 | ||
| Fidelity Emerging Asia Fund (FSEAX) | $15,001 - $50,000 | None (or less than $201) | 11.102 | ||
| Fidelity Government Money Market Fund (SPAXX) | $500K - $1M | $15,001 - $50,000 | 11.103 | ||
| Guardian Life - whole insurance policy | $500K - $1M | $15,001 - $50,000 | Dividends | 11.104 | |
| Ranch in Custer County, ID | $1M - $5M | None (or less than $201) | 11.105 | ||
| Dauntless Capital Partners Fund I, L.P. | $5M - $25M | None (or less than $201) | 11.106 | ||
| Hotel (Pasadena, CA) | 11.106.1 | ||||
| Hotel (Pasadena, CA) | 11.106.2 | ||||
| Hotel (Malibu, CA) | 11.106.3 | ||||
| Hotel (Santa Barbara, CA) | 11.106.4 | ||||
| Hotel (Sedona, AZ) | 11.106.5 | ||||
| Hotel (Wailea, HI) | 11.106.6 | ||||
| Hotel (Washington, DC) | 11.106.7 | ||||
| Hotel (Washington, DC) | 11.106.8 | ||||
| Hotel (Bethesda. MD) | 11.106.9 | ||||
| Dauntless Capital Hospitality Fund II, L.P. | $500K - $1M | None (or less than $201) | 11.107 | ||
| Hotel (Arlington, VA) | 11.107.1 | ||||
| Hotel (Tampa, FL) | 11.107.2 | ||||
| Hotel (Raleigh, NC) | 11.107.3 | ||||
| Hotel (Washington, DC) | 11.107.4 | ||||
| Hotel (Arlington, VA) | 11.107.5 | ||||
| Maven Holdings Co-Investment LP | $250K - $500K | None (or less than $201) | This is an investment in the Courtyard by Marriott Hotel in Pasadena, CA, which is also invested in by the Dauntless I fund (see line 3.13.2 of Part 2 and line 11.106.2 of Part 6) and also invested in by Dauntless co- invest Maven Holdings (line 3.16 of Part 2) | 11.108 | |
| Sedona RE Holdings Co-Investment LP | $250K - $500K | None (or less than $201) | This is an investment in the Sky Rock Hotel in Sedona, AZ, which is also invested in by the Dauntless I fund (see line 3.13.5 of Part 2, and line 11.106.5 of Part 6) and also invested in by Dauntless co-invest Sedona RE Holdings (line 3.15 of Part 2) | 11.109 | |
| Commercial Property (Boise, ID) | $5M - $25M | $1M - $5M | Rent or Royalties | 11.110 | |
| .01% Ownerships of HRR LLLP | $1,001 - $15,000 | None (or less than $201) | This is a .01% ownership interest in HRR LLLP. The value of the MJB Revocable Trust's ownership in the individual underlying assets does not exceed the reporting threshold. | 11.111 | |
| U.S. Bank (cash account) | $100K - $250K | None (or less than $201) | 11.112 | ||
| Irrevocable Trust | This is an intentionally defective grantor trust. My wife and I pay the taxes incurred by the trust. | 12 | |||
| HRR LLLP | 12.1 | ||||
| Industrial property (TK) in Boise, ID | $1M - $5M | $100K - $1M | Rent or Royalties | 12.1.1 | |
| TK Avenue LLC | $1M - $5M | $100K - $1M | Rent or Royalties | Commercial building in Boise, ID | 12.1.2 |
| Hell Roaring Ranch, LLC - Ranch (Custer County, Idaho) | $5M - $25M | None (or less than $201) | 12.1.3 | ||
| Dauntless Capital Partners Fund I, L.P. | $250K - $500K | None (or less than $201) | 12.1.4 | ||
| Hotel (Pasadena, CA) | 12.1.4.1 | ||||
| Hotel (Pasadena, CA) | 12.1.4.2 | ||||
| Hotel (Malibu, CA) | 12.1.4.3 | ||||
| Hotel (Santa Barbara, CA) | 12.1.4.4 | ||||
| Hotel (Sedona, AZ) | 12.1.4.5 | ||||
| Hotel (Wailea, HI) | 12.1.4.6 | ||||
| Hotel (Washington, DC) | 12.1.4.7 | ||||
| Hotel (Washington, DC) | 12.1.4.8 | ||||
| Hotel (Bethesda. MD) | 12.1.4.9 | ||||
| Dauntless Capital Hospitality Fund II | $50,001 - $100K | None (or less than $201) | 12.1.5 | ||
| Hotel (Arlington, VA) | 12.1.5.1 | ||||
| Hotel (Tampa, FL) | 12.1.5.2 | ||||
| Hotel (Raleigh, NC) | 12.1.5.3 | ||||
| Hotel (Washington, DC) | 12.1.5.4 | ||||
| Hotel (Arlington, VA) | 12.1.5.5 | ||||
| Epic Ventures VI, L.P. | 12.1.6 | ||||
| Aligned Marketplace | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 12.1.6.1 | |
| Amenity Digital Health, Inc | $1,001 - $15,000 | None (or less than $201) | Healthcare Services | 12.1.6.2 | |
| Culmination | $1,001 - $15,000 | None (or less than $201) | Biotechnology | 12.1.6.3 | |
| Daffodil | None (or less than $1,001) | None (or less than $201) | Other Healthcare Services | 12.1.6.4 | |
| DashLX (fka PWR Lab, Inc) | $1,001 - $15,000 | None (or less than $201) | Therapeutic Devices | 12.1.6.5 | |
| Dr. Treat (fka Urban Pet, Inc.) | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.6 | |
| Equality AI, Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.7 | |
| Headlight Health (fka SokyaHealth, Inc.) | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.8 | |
| Legacy Logix (Our Legacy Labs) | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 12.1.6.9 | |
| Luminaries (fka Oops Technologies) | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 12.1.6.10 | |
| Mimic, Inc. | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 12.1.6.11 | |
| Noetik, Inc. | $1,001 - $15,000 | None (or less than $201) | Drug Discovery | 12.1.6.12 | |
| OnFabric, Inc. | None (or less than $1,001) | None (or less than $201) | Business/Productivity Software | 12.1.6.13 | |
| Ostrich Cyber-Risk Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.14 | |
| Outbound (fka Outlift Ai, Inc.) | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.15 | |
| Oxygen Esports LLC | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.16 | |
| Pantomath, Inc | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.17 | |
| Pestie Inc | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.18 | |
| POSH Group Inc | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.19 | |
| Qualiti, Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.20 | |
| Rali, Inc. (fka Fullcast, Inc) | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.21 | |
| RedCircle Technologies, Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.22 | |
| Redo Tech, inc. | $15,001 - $50,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.23 | |
| Shardsecure, Inc. | $1,001 - $15,000 | None (or less than $201) | Cybersecurity | 12.1.6.24 | |
| Tactic, Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.25 | |
| Teiko Bio, Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.26 | |
| Torus (fka 8TY, Inc.) | $15,001 - $50,000 | None (or less than $201) | Energy Storage | 12.1.6.27 | |
| Troop Travel | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.28 | |
| Uptiq (fka Cion Digital, Inc.) | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.29 | |
| Videra Health, Inc. | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software Clinics/Outpatient Services | 12.1.6.30 | |
| X.AI Corp (via Future Ventures AI, LLC) | $1,001 - $15,000 | None (or less than $201) | Business/Productivity Software | 12.1.6.31 | |
| Summit Partners Subordinated Debt Fund VI, LP | 12.1.7 | ||||
| Hallmark Group Holdings, L.P. (dba Hallmark Health Care Solutions, Inc.) | $15,001 - $50,000 | None (or less than $201) | Hallmark Healthcare runs a healthcare workforce management platform. | 12.1.7.1 | |
| US Health Partners, LLC | $15,001 - $50,000 | None (or less than $201) | US Health Partners is a national cardiovascular care platform | 12.1.7.2 | |
| VIP Investment Holdings, LLC (d/b/a Veterinary Innovative Partners LLC) | $15,001 - $50,000 | None (or less than $201) | Veterinary Innovative Partners LLC runs a network of veterinary care providers | 12.1.7.3 | |
| Pioneer Properties Holdings, L.P. (dba Furnished Finder, LLC) | $15,001 - $50,000 | None (or less than $201) | Furnished findings runs an online housing marketplace for mid-term rentals | 12.1.7.4 | |
| Peterson Venture Partners IV LP | 12.1.8 | ||||
| Griptape | $1,001 - $15,000 | None (or less than $201) | Education Technology | 12.1.8.1 | |
| SaViaHealth | $1,001 - $15,000 | None (or less than $201) | Healthcare Technology | 12.1.8.2 | |
| Jetty | None (or less than $1,001) | None (or less than $201) | Insurance Technology | 12.1.8.3 | |
| Cambio | $1,001 - $15,000 | None (or less than $201) | Financial Technology | 12.1.8.4 | |
| StaqFi | $1,001 - $15,000 | None (or less than $201) | Financial Technology | 12.1.8.5 | |
| Rapid Ads | $1,001 - $15,000 | None (or less than $201) | Advertising Technology | 12.1.8.6 | |
| Lifeforce | $1,001 - $15,000 | None (or less than $201) | Healthcare Services | 12.1.8.7 | |
| Nyquist Data | $1,001 - $15,000 | None (or less than $201) | Data Analytics | 12.1.8.8 | |
| GovSky | $1,001 - $15,000 | None (or less than $201) | Government Technology | 12.1.8.9 | |
| BuildCheckAI | None (or less than $1,001) | None (or less than $201) | Construction Technology | 12.1.8.10 | |
| Lumanu | $1,001 - $15,000 | None (or less than $201) | Marketing Technology | 12.1.8.11 | |
| Cascading AI | $1,001 - $15,000 | None (or less than $201) | Artificial Intelligence | 12.1.8.12 | |
| Mobly | $1,001 - $15,000 | None (or less than $201) | Real Estate Technology | 12.1.8.13 | |
| Luminous | $1,001 - $15,000 | None (or less than $201) | Energy Technology | 12.1.8.14 | |
| Two Boxes | $1,001 - $15,000 | None (or less than $201) | Supply Chain Technology | 12.1.8.15 | |
| Synthpop | $1,001 - $15,000 | None (or less than $201) | Music Technology | 12.1.8.16 | |
| Refer | $1,001 - $15,000 | None (or less than $201) | Recruitment Technology | 12.1.8.17 | |
| Clearjet | $1,001 - $15,000 | None (or less than $201) | Aviation Technology | 12.1.8.18 | |
| Diverifi | $1,001 - $15,000 | None (or less than $201) | Financial Technology | 12.1.8.19 | |
| Outfit | $1,001 - $15,000 | None (or less than $201) | Fashion Technology | 12.1.8.20 | |
| Scout Investments | $1,001 - $15,000 | None (or less than $201) | Investment Management | 12.1.8.21 | |
| Vanguard Investment Account | 12.1.9 | ||||
| VANGUARD FEDERAL MONEY MARKET FUND | $1M - $5M | $100K - $1M | 12.1.9.1 | ||
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX) | $1M - $5M | $50,001 - $100K | 12.1.9.2 | ||
| Vanguard Extended Market Index Fund Admiral Shares (VEXAX) | $1M - $5M | $15,001 - $50,000 | 12.1.9.3 | ||
| Vanguard High Dividend Yield Index Fund Admiral Class Shares (VHYAX) | $1M - $5M | $50,001 - $100K | 12.1.9.4 | ||
| Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $500K - $1M | $2,501 - $5,000 | 12.1.9.5 | ||
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $250K - $500K | $5,001 - $15,000 | 12.1.9.6 | ||
| Vanguard Developed Markets Index Fund Admiral Class Shares (VTMGX) | $1M - $5M | $50,001 - $100K | 12.1.9.7 | ||
| Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1M - $5M | $15,001 - $50,000 | 12.1.9.8 | ||
| Vanguard Utilities Index Fund Admiral Shares (VUIAX) | $500K - $1M | $15,001 - $50,000 | 12.1.9.9 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1M - $5M | $15,001 - $50,000 | 12.1.9.10 | ||
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $1M - $5M | $50,001 - $100K | 12.1.9.11 | ||
| U.S. Bank Account (Cash) | $100K - $250K | $2,501 - $5,000 | Interest | 12.1.10 | |
| U.S. Bank (cash account) | $15,001 - $50,000 | None (or less than $201) | 13 | ||
| U.S. Bank (cash account) | $15,001 - $50,000 | None (or less than $201) | 14 | ||
| U.S. Bank (cash account) | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 15 | |
| U.S. Bank (cash account) | $15,001 - $50,000 | None (or less than $201) | 16 | ||
| U.S. Bank (cash account) | $1,001 - $15,000 | None (or less than $201) | 17 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| U.S. Bank Visa | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2025, rate: 25.99%, term: Revolving | 1 | |
| Chase Visa | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2025, rate: 27.49%., term: Revolving | 2 | |
| Dauntless Capital Partners Fund I, L.P. | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2021, term: on demand | Outstanding commitment of the MJB Revocable Trust | 3 |
| Dauntless Capital Hospitality Fund II, L.P. | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2022, term: on demand | Outstanding commitment of the MJB Revocable Trust | 4 |
| Woodbury Capital VTC Fund | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2023, term: on demand | Outstanding commitment of Obsidian Investments LLC | 5 |
| Summit Partners Subordinated Debt Fund VI, LP | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2023, term: on demand | Outstanding commitment of Obsidian Investments LLC | 6 |
| Epic Ventures V | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2016, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 7 |
| Epic Ventures VI | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2021, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 8 |
| Epic Ventures VII | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2025, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 9 |
| Peterson Ventures III | type: capital commitment, amount: $15,001 - $50,000, year-incurred: 2020, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 10 |
| Peterson Venture Partners IV LP | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 11 |
| PSL Ventures Fund II | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2021, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 12 |
| Sorenson Ventures I | type: capital commitment, amount: $50,001 - $100,000, year-incurred: 2017, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 13 |
| Sorenson Ventures II | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2020, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 14 |
| Sorenson Ventures III | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2024, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 15 |
| Riot Ventures II | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2021, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 16 |
| Riot Ventures III | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 17 |
| Dash Fund II | type: capital commitment, amount: $100,001 - $250,000, year-incurred: 2021, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 18 |
| Grix I | type: capital commitment, amount: $100,001 - $250,000, year-incurred: 2021, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 19 |
| Grix II | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2025, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 20 |
| Dimension Capital I | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2022, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 21 |
| Dimension Capital II | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 22 |
| Cross Creek Partners VII | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2022, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 23 |
| Cynosure Partners III, LP | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2024, term: on demand | Outstanding commitment of Obsidian Ventures LLC | 24 |
| Dauntless Capital Partners Fund I, L.P. | type: capital commitment, amount: $15,001 - $50,000, year-incurred: 2021, term: on demand | Outstanding commitment of HRR LLLP | 25 |
| Dauntless Capital Hospitality Fund II | type: capital commitment, amount: $100,001 - $250,000, year-incurred: 2022, term: on demand | Outstanding commitment of HRR LLLP | 26 |
| Epic Ventures VI, L.P. | type: capital commitment, amount: $50,001 - $100,000, year-incurred: 2021, term: on demand | Outstanding commitment of HRR LLLP | 27 |
| Summit Partners Subordinated Debt Fund VI, LP | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2023, term: on demand | Outstanding commitment of HRR LLLP | 28 |
| Peterson Venture Partners IV LP | type: capital commitment, amount: $50,001 - $100,000, year-incurred: 2022, term: on demand | Outstanding commitment of HRR LLLP | 29 |


