Michael Cole
The data on this page comes from a financial disclosure filed by Michael Cole, who was picked to be: Senior Team Leader on Government Efficiency, Department of Agriculture in February, 2025. 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)
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. |
|---|---|---|---|---|---|
| eMed LLC | $250K | Salary | 1 | ||
| Shareholder Capital LLC | $15,001 - $50,000 | None (or less than $201) | 2 | ||
| Schwab Brokerage | 3 | ||||
| Avis Budget Group, Inc. (CAR) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Travel Leisure Co. Common Stock (TNL) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| WYNDHAM HOTELS & RESORTS INC | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| cash | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| Rollover IRA | 4 | ||||
| Schwab S&P 500 Index Fund (SWPPX) | $1M - $5M | None (or less than $201) | 4.1 | ||
| Roth Contributory IRA | 5 | ||||
| Schwab S&P 500 Index Fund (SWPPX) | $1M - $5M | None (or less than $201) | 5.1 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
| Organization | Description | Endnote | Line No. |
|---|---|---|---|
| eMed LLC | Services as President and CFO | 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. |
|---|---|---|---|---|---|
| Salveo Lifestyle LLC (wellness company) (value not readily ascertainable) | None (or less than $201) | 1 | |||
| IRA | 2 | ||||
| JPMorgan Equity Income Fund Class I Shares (HLIEX) | $250K - $500K | None (or less than $201) | 2.1 | ||
| JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | $250K - $500K | None (or less than $201) | 2.2 |
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. |
|---|---|---|---|---|---|
| brokerage account #1 | 1 | ||||
| T-Mobile US, Inc. (TMUS) | $5M - $25M | $50,001 - $100K | Dividends | 1.1 | |
| JPM LIQ ASST MM FD - PREMIER | $500K - $1M | $15,001 - $50,000 | Interest | 1.2 | |
| BOISE CASCADE CO | $1M - $5M | $50,001 - $100K | Dividends | 1.3 | |
| SMURFIT WESTROCK PLC SW | $1M - $5M | $15,001 - $50,000 | Dividends | 1.4 | |
| WELLS FARGO & CO WFC | $100K - $250K | $2,501 - $5,000 | Dividends | 1.5 | |
| PEPSICO INC PEP | $100K - $250K | $5,001 - $15,000 | Dividends | 1.6 | |
| CDW CORP/DE CDW | $100K - $250K | $1,001 - $2,500 | Dividends | 1.7 | |
| AON PLC-CLASS A AON | $100K - $250K | $201 - $1,000 | Dividends | 1.8 | |
| THE COCA-COLA COMPANY KO | $100K - $250K | $2,501 - $5,000 | Dividends | 1.9 | |
| OPTION CARE HEALTH INC OPCH | $50,001 - $100K | None (or less than $201) | Dividends | 1.10 | |
| CORNING INC GLW | $50,001 - $100K | $1,001 - $2,500 | Dividends | 1.11 | |
| ONEOK INC OKE | $50,001 - $100K | $2,501 - $5,000 | Dividends | 1.12 | |
| WALGREENS BOOTS ALLIANCE INC WBA | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 1.13 | |
| HANESBRANDS INC | $1,001 - $15,000 | None (or less than $201) | Dividends | 1.14 | |
| Brokerage #2 | 2 | ||||
| ORACLE CORP 2.5% 04/01/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.1 | |
| OTIS WORLDWIDE CORP 2.056% 04/05/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.2 | |
| MORGAN STANLEY MTN 3.875% 01/27/26 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.3 | |
| SHERWIN-WILLIAMS CO 3.95% 01/15/26 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.4 | |
| L3HARRIS TECH INC 3.832% 04/27/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.5 | |
| AUTOZONE INC 3.25% 04/15/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.6 | |
| TWDC ENTERPRISES MTN 3.15% 09/17/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.7 | |
| KEURIG DR PEPPER INC 3.4% 11/15/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.8 | |
| CHARTER COMM OPT LLC 4.908% 07/23/25 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.9 | |
| HUMANA INC 4.5% 04/01/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.10 | |
| MOODY'S CORP 3.75% 03/24/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.11 | |
| STARBUCKS CORP 3.8% 08/15/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.12 | |
| NUTRIEN LTD 5.95% 11/07/25 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.13 | |
| NETFLIX INC 5.875% 02/15/25 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.14 | |
| ABBVIE INC 3.8% 03/15/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.15 | |
| AON GLOBAL LTD 3.875% 12/15/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.16 | |
| OCCIDENTAL PETRLM CO 5.875% 09/01/25 | $15,001 - $50,000 | $2,501 - $5,000 | Interest | 2.17 | |
| LOWE'S COS INC 3.375% 09/15/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.18 | |
| AMGEN INC 3.125% 05/01/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.19 | |
| AMAZON.COM INC 4.6% 12/01/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.20 | |
| ROPER TECHNOLOGIES INC 1% 09/15/25 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.21 | |
| FL PWR & LT CO 2.85% 04/01/25 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.22 | |
| AVALONBAY COMMUNIT MTN 3.5% 11/15/25 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.23 | |
| BK OF AMER CORP MTN 4.827% 07/22/26 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.24 | |
| REP SERVICES INC 2.9% 07/01/26 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.25 | |
| GOLDMAN SACHS GROUP 5.798% 08/10/26 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.26 | |
| GLOBAL PAYMENTS INC 1.2% 03/01/26 | $50,001 - $100K | $201 - $1,000 | Interest | 2.27 | |
| AMERN EXPRESS CO 3.95% 08/01/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.28 | |
| ANHEUSER-BUSCH CO/INB 3.65% 02/01/26 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.29 | |
| HCA INC 5.875% 02/15/26 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.30 | |
| THE CAMPBELLS CO 3.95% 03/15/25 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.31 | |
| SOUTHN CO 5.15% 10/06/25 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.32 | |
| SPRINT LLC 7.625% 03/01/26 | $50,001 - $100K | $2,501 - $5,000 | Interest | 2.33 | |
| CROWN CASTLE INC 3.7% 06/15/26 | $50,001 - $100K | $1,001 - $2,500 | Interest | 2.34 | |
| BK OF NY MELLON MTN 4.414% 07/24/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.35 | |
| BROADCOM INC 3.15% 11/15/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.36 | |
| CATERPILLAR FINL MTN 4.35% 05/15/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.37 | |
| EXELON CORP 3.4% 04/15/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.38 | |
| MARATHON PETRLM CORP 4.7% 05/01/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.39 | |
| ECOLAB INC 2.7% 11/01/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.40 | |
| ENERGY TRANSFER LP 6.05% 12/01/26 | $15,001 - $50,000 | $2,501 - $5,000 | Interest | 2.41 | |
| ALTRIA GROUP INC 4.4% 02/14/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.42 | |
| JOHN DEERE CAP CO MTN 4.05% 09/08/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.43 | |
| WELLS FARGO & CO 3% 10/23/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.44 | |
| PNC FINL SERVICES 5.812% 06/12/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.45 | |
| ENTERGY AR LLC 3.5% 04/01/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.46 | |
| MCKESSON CORP 1.3% 08/15/26 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.47 | |
| CIGNA GROUP/THE 4.5% 02/25/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.48 | |
| WELLTOWER OP LLC 4.25% 04/01/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.49 | |
| AMPHENOL CORP 4.75% 03/30/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.50 | |
| CITIGROUP INC 3.106% 04/08/26 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.51 | |
| UNITEDHEALTH GROUP INC 3.1% 03/15/26 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.52 | |
| RTX CORP 5% 02/27/26 | $15,001 - $50,000 | $201 - $1,000 | Interest | 2.53 | |
| GEN MOTORS FINL CO 5.25% 03/01/26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.54 | |
| TORONTO-DOMINION MTN 3.766% 06/06/25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2.55 | |
| Brokerage account #3 | 3 | ||||
| MORGAN STANLEY MS PRQ | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 3.1 | |
| METLIFE INC MET PRE | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.2 | |
| SCE TRUST VIII SCE | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 3.3 | |
| MORGAN STANLEY MS PRK | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.4 | |
| KEYCORP PFD KEY PRL | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.5 | |
| ALLSTATE CORP PFD ALL | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.6 | |
| REGIONS FINANCIAL CORP RF | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.7 | |
| AT&T INC T PRC | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.8 | |
| ALLSTATE CORP PFD ALL | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.9 | |
| SYNCHRONY FINANCIAL PFD SYF | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.10 | |
| CAPITAL ONE FINANCIAL CO PFD COF | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.11 | |
| VOYA FINANCIAL INC PFD VOYA | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.12 | |
| WELLS FARGO & COMPANY WFC | $1,001 - $15,000 | None (or less than $201) | Dividends | 3.13 | |
| MORGAN STANLEY MS | $1,001 - $15,000 | None (or less than $201) | Dividends | 3.14 | |
| cash | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.15 | |
| PNC FINL SERVICES 3.4% 09/13/70 | $50,001 - $100K | $1,001 - $2,500 | Interest | 3.16 | |
| WELLS FARGO & CO 3.9% 01/26/70 | $50,001 - $100K | $1,001 - $2,500 | Interest | 3.17 | |
| BK OF AMER CORP 4.375% 01/25/71 | $50,001 - $100K | $2,501 - $5,000 | Interest | 3.18 | |
| US BANCORP 3.7% 12/31/49 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.19 | |
| TRUIST FINL CORP 4.8% 07/29/68 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.20 | |
| BK OF NY MELLON CORP 3.75% 11/18/70 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.21 | |
| AMERN EXPRESS CO 3.55% 08/03/70 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.22 | |
| ST STR CORP 6.7% 01/31/73 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.23 | |
| CITIGROUP INC 3.875% 02/18/70 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.24 | |
| CAP ONE FINL CO 3.95% 06/10/70 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.25 | |
| CITIGROUP INC 7% 07/30/73 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.26 | |
| GOLDMAN SACHS GROUP IN 3.8% 04/26/70 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.27 | |
| CITIGROUP INC 7.125% 05/29/73 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.28 | |
| SEMPRA 4.125% 04/01/52 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.29 | |
| TRANSCANADA TR 5.875% 08/15/76 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.30 | |
| BK OF AMER CORP 6.3% 03/10/65 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.31 | |
| CITIGROUP INC 6.25% 04/25/65 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.32 | |
| WELLS FARGO & CO VAR RATE 01/23/64 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.33 | |
| COREBRIDGE FINL INC 6.375% 09/15/54 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.34 | |
| BP CAP MARKETS PLC 6.125% 11/18/73 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.35 | |
| DISCOVER FINL SVS 6.125% 06/22/69 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.36 | |
| ALLY FINL INC 4.7% 06/02/70 | $15,001 - $50,000 | $201 - $1,000 | Interest | 3.37 | |
| WELLS FARGO & CO 7.625% 12/31/49 | $1,001 - $15,000 | $1,001 - $2,500 | Interest | 3.38 | |
| CHARLES SCHWAB CORP 4% 03/18/70 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.39 | |
| CHARLES SCHWAB CORP 4% 12/11/69 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.40 | |
| NEXTERA ENERGY CAP 6.75% 06/15/54 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.41 | |
| ENTERGY CORP 7.125% 12/01/54 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.42 | |
| ENBRIDGE INC 8.5% 01/15/84 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.43 | |
| EQUITABLE HOLDINGS IN 4.95% 08/11/69 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.44 | |
| NISOURCE INC 6.95% 11/30/54 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.45 | |
| GOLDMAN SACHS GROUP IN 7.5% 12/31/49 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.46 | |
| NISOURCE INC 6.375% 03/31/55 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.47 | |
| DOMINION ENERGY INC 4.35% 12/09/70 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.48 | |
| TRUIST FINL CORP 5.1% 06/19/69 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.49 | |
| M&T BK CORP 3.5% 08/17/70 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.50 | |
| DOMINION ENERGY INC 7% 06/01/54 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.51 | |
| DOMINION ENERGY INC 6.875% 02/01/55 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.52 | |
| PRUDENTIAL FINL INC 6.75% 03/01/53 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.53 | |
| CHARLES SCHWAB CORP 5% 03/04/71 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.54 | |
| DISCOVER FINL SVS 5.5% 10/31/66 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.55 | |
| CMS ENERGY CORP 4.75% 06/01/50 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.56 | |
| LINCOLN NATL CORP 9.25% 11/22/71 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.57 | |
| ENERGY TRANSFER LP 8% 05/15/54 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.58 | |
| FIFTH THIRD BANCOR VAR RATE 05/16/62 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.59 | |
| M&T BK CORP 5.125% 10/28/65 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.60 | |
| BK OF NY MELLON CORP 4.625% 08/01/65 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.61 | |
| VOYA FINL INC 7.758% 09/12/67 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.62 | |
| AES CORP/THE 7.6% 01/15/55 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.63 | |
| CITIZENS FINL GROU VAR RATE 10/25/67 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.64 | |
| CITIZENS FINL GROU VAR RATE 05/24/67 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.65 | |
| VODAFONE GROUP PLC 5.125% 06/04/81 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.66 | |
| DUKE ENERGY CORP 6.45% 09/01/54 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.67 | |
| GOLDMAN SACHS GROUP 6.125% 12/31/49 | $1,001 - $15,000 | $1,001 - $2,500 | Interest | 3.68 | |
| MARKEL GROUP INC 6% 05/27/69 | $1,001 - $15,000 | $1,001 - $2,500 | Interest | 3.69 | |
| REGIONS FINL CORP 5.75% 06/05/69 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.70 | |
| EMERA INC 6.75% 06/15/76 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.71 | |
| GOLDMAN SACHS GROUP IN 7.5% 04/23/73 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.72 | |
| HUNTINGTON BANCSHARES 4.45% 08/10/69 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.73 | |
| CITIZENS FINL GROUP 5.65% 06/04/69 | $1,001 - $15,000 | None (or less than $201) | Interest | 3.74 | |
| BP CAP MARKETS PLC 6.45% 03/01/73 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.75 | |
| ENBRIDGE INC 7.375% 01/15/83 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.76 | |
| Brokerage Account #4 | 4 | ||||
| FIDELITY 500 INDEX FUND FXAIX | $1M - $5M | $5,001 - $15,000 | 4.1 | ||
| SIX CIRCLES US UNCONSTR EQ CUSUX | $500K - $1M | $5,001 - $15,000 | 4.2 | ||
| SPDR S&P 500 ETF TRUST SPY | $250K - $500K | $2,501 - $5,000 | 4.3 | ||
| ISHARES S&P 500 VALUE ETF | $250K - $500K | $5,001 - $15,000 | 4.4 | ||
| iShares S&P 500 Growth ETF | $250K - $500K | $1,001 - $2,500 | 4.5 | ||
| SIX CIRCLES INTL UNCON EQ CIUEX | $250K - $500K | $5,001 - $15,000 | 4.6 | ||
| FIDELITY INTL INDX-INST PRM FSPSX | $100K - $250K | $2,501 - $5,000 | 4.7 | ||
| JPMORGAN BETABUILDERS CANADA | $100K - $250K | $1,001 - $2,500 | 4.8 | ||
| JPMORGAN BETABUILDERS JAPAN ETF | $100K - $250K | $2,501 - $5,000 | 4.9 | ||
| JPMORGAN BETABUILDERS DEVELO | $50,001 - $100K | $2,501 - $5,000 | 4.10 | ||
| cash | $50,001 - $100K | $2,501 - $5,000 | Interest | 4.11 | |
| VANGUARD MORTGAGE-BACKED SEC VMBS | $100K - $250K | $5,001 - $15,000 | 4.12 | ||
| VANGUARD INT-TERM CORPORATE | $50,001 - $100K | $2,501 - $5,000 | 4.13 | ||
| VANGUARD TOTAL INTL BOND ETF | $250K - $500K | $5,001 - $15,000 | 4.14 | ||
| Six Circles Credit Opport | $100K - $250K | $5,001 - $15,000 | 4.15 | ||
| SIX CIRCLES GLOBAL BOND | $250K - $500K | $15,001 - $50,000 | 4.16 | ||
| Dynasty Trust | 5 | ||||
| Option Care Health Inc | $100K - $250K | None (or less than $201) | 5.1 | ||
| JPM LIQ ASST MM FD - AGENCY AJLXX | $1M - $5M | $15,001 - $50,000 | 5.2 | ||
| JPM LIQ ASST MM FD - PREMIER | $500K - $1M | $15,001 - $50,000 | 5.3 | ||
| SPDR S&P 500 ETF TRUST SPY | $1M - $5M | $15,001 - $50,000 | 5.4 | ||
| SIX CIRCLES US UNCONSTR EQ CUSUX | $1M - $5M | $15,001 - $50,000 | 5.5 | ||
| FIDELITY 500 INDEX FUND FXAIX | $250K - $500K | $2,501 - $5,000 | 5.6 | ||
| ISHARES S&P 500 GROWTH ETF IVW | $500K - $1M | $2,501 - $5,000 | 5.7 | ||
| ISHARES RUSSELL 1000 GROWTH IWF | $500K - $1M | $2,501 - $5,000 | 5.8 | ||
| ISHARES S&P 500 VALUE ETF IVE | $500K - $1M | $5,001 - $15,000 | 5.9 | ||
| ISHARES RUSSELL 1000 VALUE E IWD | $250K - $500K | $5,001 - $15,000 | 5.10 | ||
| SIX CIRCLES INTL UNCON EQ CIUEX | $1M - $5M | $15,001 - $50,000 | 5.11 | ||
| ISHARES MSCI EAFE ETF EFA | $250K - $500K | $5,001 - $15,000 | 5.12 | ||
| JPMORGAN BETABUILDERS CANADA BBCA | $100K - $250K | $5,001 - $15,000 | 5.13 | ||
| FIDELITY INTL INDX-INST PRM FSPSX | $15,001 - $50,000 | $201 - $1,000 | 5.14 | ||
| JPMORGAN BETABUILDERS JAPAN ETF BBJP | $250K - $500K | $5,001 - $15,000 | 5.15 | ||
| JPMORGAN BETABUILDERS DEVELO BBAX | $100K - $250K | $5,001 - $15,000 | 5.16 | ||
| cash | $100K - $250K | $5,001 - $15,000 | 5.17 | ||
| VANGUARD MORTGAGE-BACKED SEC VMBS | $250K - $500K | $5,001 - $15,000 | 5.18 | ||
| VANGUARD INT-TERM CORPORATE VCIT | $100K - $250K | $5,001 - $15,000 | 5.19 | ||
| VANGUARD TOTAL INTL BOND ETF BNDX | $500K - $1M | $15,001 - $50,000 | 5.20 | ||
| SIX CIRCLES CREDIT OPPORT CRDOX | $250K - $500K | $15,001 - $50,000 | 5.21 | ||
| SIX CIRCLES GLOBAL BOND | $500K - $1M | $15,001 - $50,000 | 5.22 | ||
| US bank Account (Cash) | $100K - $250K | $201 - $1,000 | 5.23 | ||
| Note to Filer | $5M - $25M | None (or less than $201) | 5.24 | ||
| MDP Fund VII | $1M - $5M | None (or less than $201) | 5.25 | ||
| AEVEX Aerospace | 5.25.1 | ||||
| Amynta Investments | 5.25.2 | ||||
| Ankura Consulting Group, LLC | 5.25.3 | ||||
| InMoment, Inc. | 5.25.4 | ||||
| Intermedia.Net, Inc. | 5.25.5 | ||||
| Lightspeed Solutions, LLC | 5.25.6 | ||||
| Navacord Corp. | 5.25.7 | ||||
| Performance Health | 5.25.8 | ||||
| Solis Mammography | 5.25.9 | ||||
| The Ardonagh Group | 5.25.10 | ||||
| MDP Fund VIII | $100K - $250K | None (or less than $201) | 5.26 | ||
| Advanced Personnel Management (d.b.a. APM) | 5.26.1 | ||||
| Fastwyre Broadband | 5.26.2 | ||||
| ALIGN Precision Corp. | 5.26.3 | ||||
| Carnegie Learning, Inc. | 5.26.4 | ||||
| Great Gray Trust Company | 5.26.5 | ||||
| Harmonia Holdings Group, LLC | 5.26.6 | ||||
| Air Control Concepts (f/k/a "Hobbs & Associates, LLC") | 5.26.7 | ||||
| IPL Plastics, Inc. | 5.26.8 | ||||
| MoneyGram International, Inc. | 5.26.9 | ||||
| Omni Federal | 5.26.10 | ||||
| CareRing Health (f/k/a Patriot Home Care) | 5.26.11 | ||||
| Sevita Health | 5.26.12 | ||||
| Shaw Development | 5.26.13 | ||||
| T2S | 5.26.14 | ||||
| Unison Software, Inc. | 5.26.15 | ||||
| Zilliant, Inc. | 5.26.16 | ||||
| The Ardonagh Group | 5.26.17 | ||||
| MDP Insurance | $250K - $500K | None (or less than $201) | 5.27 | ||
| Amynta Investments | 5.27.1 | ||||
| Navacord Corp. | 5.27.2 | ||||
| The Ardonagh Group | 5.27.3 | ||||
| Northstar Wireless | $50,001 - $100K | None (or less than $201) | Wireless communication company | 5.28 | |
| Columbia Spectrum I | $100K - $250K | None (or less than $201) | Investment in wireless spectrum technology | 5.29 | |
| Columbia Spectrum II | $100K - $250K | None (or less than $201) | Investment in a wireless spectrum company | 5.30 | |
| Paragon Emalex | $1M - $5M | None (or less than $201) | Investment in a biopharmaceutical company | 5.31 | |
| Paragon Castle Creek | $1M - $5M | None (or less than $201) | Investment in pharmaceutical company | 5.32 | |
| Engine Capital | $500K - $1M | This fund does not provide information to investors regarding the fund’s underlying assets | 5.33 | ||
| MDP Fund VI | $100K - $250K | None (or less than $201) | 5.34 | ||
| Aderant Holdings, Inc. | Tech & Gov | 5.34.1 | |||
| BWAY Holding Company | Basic Industries | 5.34.2 | |||
| Centennial Towers Holding LP | TMT Services | 5.34.3 | |||
| EVO Payments International, LLC | Financial Services | 5.34.4 | |||
| Fieldglass Holdings, Inc. | Tech & Gov | 5.34.5 | |||
| Fleet Complete (aka Complete Innovations, Inc.) | Tech & Gov | 5.34.6 | |||
| Ikaria, Inc. | Health Care | 5.34.7 | |||
| Kaufman, Hall & Associates, LLC | Health Care | 5.34.8 | |||
| LGS Innovations, LLC | Tech & Gov | 5.34.9 | |||
| Liquid Web, LLC | TMT Services | 5.34.10 | |||
| Multi Packaging Solutions, Inc. | Basic Industries | 5.34.11 | |||
| NextG Networks, Inc. | TMT Services | 5.34.12 | |||
| NFP Corp. | Financial Services | 5.34.13 | |||
| Option Care Health, Inc. | Health Care | 5.34.14 | |||
| QuickPlay Media, Inc. | TMT Services | 5.34.15 | |||
| Sage Products Holdings, LLC | Health Care | 5.34.16 | |||
| Schrader International, Inc. | Basic Industries | 5.34.17 | |||
| Things Remembered, Inc. | Consumer | 5.34.18 | |||
| TransUnion Corporation | Financial Services | 5.34.19 | |||
| Weather Investments SpA | TMT Services | 5.34.20 | |||
| Sevensaoi Capital LLC Holdings | 6 | ||||
| VANDA PHARMACEUTICALS INC | $1,001 - $15,000 | None (or less than $201) | 6.1 | ||
| cash | $250K - $500K | $1,001 - $2,500 | Interest | 6.2 | |
| Northwestern Mutual Life Insurance Policy (Whole Life) | $500K - $1M | None (or less than $201) | 7 | ||
| US bank account (cash) #1 | $100K - $250K | $201 - $1,000 | Interest | 8 | |
| MDP Fund VII | $1M - $5M | None (or less than $201) | 9 | ||
| AEVEX Aerospace | 9.1 | ||||
| Amynta Investments | 9.2 | ||||
| Ankura Consulting Group, LLC | 9.3 | ||||
| InMoment, Inc. | 9.4 | ||||
| Intermedia.Net, Inc. | 9.5 | ||||
| Lightspeed Solutions, LLC | 9.6 | ||||
| Navacord Corp. | 9.7 | ||||
| Performance Health | 9.8 | ||||
| Solis Mammography | 9.9 | ||||
| The Ardonagh Group | 9.10 | ||||
| MDP Fund VIII | $100K - $250K | None (or less than $201) | 10 | ||
| Advanced Personnel Management (d.b.a. APM) | 10.1 | ||||
| Fastwyre Broadband | 10.2 | ||||
| ALIGN Precision Corp. | 10.3 | ||||
| Carnegie Learning, Inc. | 10.4 | ||||
| Great Gray Trust Company | 10.5 | ||||
| Harmonia Holdings Group, LLC | 10.6 | ||||
| Air Control Concepts (f/k/a "Hobbs & Associates, LLC") | 10.7 | ||||
| IPL Plastics, Inc. | 10.8 | ||||
| MoneyGram International, Inc. | 10.9 | ||||
| Omni Federal | 10.10 | ||||
| CareRing Health (f/k/a Patriot Home Care) | 10.11 | ||||
| Sevita Health | 10.12 | ||||
| Shaw Development | 10.13 | ||||
| T2S | 10.14 | ||||
| Unison Software, Inc. | 10.15 | ||||
| Zilliant, Inc. | 10.16 | ||||
| The Ardonagh Group | 10.17 | ||||
| MDP Insurance | $250K - $500K | None (or less than $201) | 11 | ||
| Amynta Investments | 11.1 | ||||
| Navacord Corp. | 11.2 | ||||
| The Ardonagh Group | 11.3 | ||||
| Global Isari - Dayton Dragons | $250K - $500K | None (or less than $201) | Investment in a minor league baseball team | 12 | |
| Higi | $1,001 - $15,000 | None (or less than $201) | Health care technology company | 13 | |
| Columbia Spectrum I | $100K - $250K | None (or less than $201) | Investment in wireless spectrum technology | 14 | |
| Columbia Spectrum II | $100K - $250K | None (or less than $201) | Investment in wireless spectrum technology | 15 | |
| Honeycomb Partners LP | $1M - $5M | None (or less than $201) | This fund does not provide information to investors regarding the fund's underlying assets | 16 | |
| Honeycomb Klarna | $15,001 - $50,000 | None (or less than $201) | Investment in Klarna, a Swedish fintech company that provides online financial services | 17 | |
| Paragon Emalex | $1M - $5M | None (or less than $201) | Investment in a biopharmaceutical company | 18 | |
| Paragon Castle Creek | $500K - $1M | None (or less than $201) | Investment in pharmaceutical company | 19 | |
| Asurion SPV | $500K - $1M | None (or less than $201) | Investment in wireless handset insurance company | 20 | |
| Hirtle Callaghan PE Fund 2020 | $250K - $500K | None (or less than $201) | This fund does not provide information to investors regarding the assets held in the underlying funds | 21 | |
| IK Small Cap III DC | 21.1 | ||||
| IK Small Cap III SC | 21.2 | ||||
| A H SEED FUND I, L.P. | 21.3 | ||||
| AH Fund VII | 21.4 | ||||
| AH LSV Fund II | 21.5 | ||||
| Altos Labs, Inc. | American biotechnology research company | 21.6 | |||
| Arch Venture XI | 21.7 | ||||
| Arcline Capital Partners II LP | 21.8 | ||||
| BAIN CAPITAL TECH OPPORTUNITIES FUND II, L.P. | 21.9 | ||||
| Bain Capital XIII, L.P. | 21.10 | ||||
| Blue Wolf Capital Fund V, L.P. | 21.11 | ||||
| BW PHOENIX CO-INVEST, L.P. | 21.12 | ||||
| Cerebro Holdings Partnership L.P. | 21.13 | ||||
| Clocktower Latin American Technologies I | 21.14 | ||||
| CNK FUND III, L.P. | 21.15 | ||||
| CRV Select Fund I, LP | 21.16 | ||||
| FALFURRIAS CAPITAL PARTNERS V, LP | 21.17 | ||||
| Felicis Focus Fund I, L.P | 21.18 | ||||
| Felicis Ventures VIII, L.P | 21.19 | ||||
| HILLHOUSE CAPITAL HEALTHCARE FUND, L.P. | 21.20 | ||||
| Hillhouse Fund V, L.P. | 21.21 | ||||
| Hirtle Callaghan Private Equity SPV, L.P. | 21.22 | ||||
| Initialized V Associates L.P. | 21.23 | ||||
| Kleiner Perkins Select Fund | 21.24 | ||||
| Mountaingate Capital Fund II, L.P. | 21.25 | ||||
| OPENAI STARTUP FUND I, L.P. | 21.26 | ||||
| Openly Holdings Corp. | Homeowners insurance company | 21.27 | |||
| OPENLY HOLDINGS CORP. (Series D-2) | Homeowners insurance company | 21.28 | |||
| Recognize Partners I, L.P | 21.29 | ||||
| RIVERWOOD CAPITAL IV, L.P. | 21.30 | ||||
| RIVERWOOD CAPITAL LATAM II, L.P. | 21.31 | ||||
| Scale Venture Partners Fund VII, LP | 21.32 | ||||
| SpyCloud, Inc. | Automated identity threat protection solutions | 21.33 | |||
| Taoglas Holdings Partnership LP (Formerly Emerald | 21.34 | ||||
| Trive Capital Fund IV LP | 21.35 | ||||
| Trive Structured Capital Fund I LP | 21.36 | ||||
| Trivest Discovery Fund II, L.P. | 21.37 | ||||
| Y Combinator ES20, LLC | 21.38 | ||||
| YCC20, L.P. | 21.39 | ||||
| YCCG21, L.P. | 21.40 | ||||
| Sequoia Capital China Growth Fund VI, LP | 21.41 | ||||
| Sequoia Capital China Venture Fund VIII, LP | 21.42 | ||||
| Sequoia Capital India Growth Fund III, LTD | 21.43 | ||||
| Sequoia Capital India Seed Fund II | 21.44 | ||||
| Sequoia Capital India Venture VII, LTD | 21.45 | ||||
| Hirtle Callaghan PE Fund 2022 | $50,001 - $100K | None (or less than $201) | This fund does not provide information to investors regarding the assets held in the underlying funds | 22 | |
| Bain Capital Europe Fund VI | 22.1 | ||||
| EMK CAPITAL PARTNERS III LP | 22.2 | ||||
| Arcline Capital Partners III LP | 22.3 | ||||
| BW PHOENIX CO-INVEST, L.P. | 22.4 | ||||
| Cerebro Holdings Partnership L.P. | 22.5 | ||||
| Clayton, Dublier & Rice Fund XII, L.P. | 22.6 | ||||
| Falfurrias Growth Partners I, LP | 22.7 | ||||
| Graham Partners Growth I, L.P. | 22.8 | ||||
| Graham Partners VI, L.P. | 22.9 | ||||
| Hirtle Callaghan Private Equity SPV III, Limited | 22.10 | ||||
| Hirtle Callaghan Venture Capital Fund 2022, L.P. | 22.11 | ||||
| Kingswood Capital Opportunities Fund III LP | 22.12 | ||||
| Lone View Capital Fund I, L.P. | 22.13 | ||||
| Riverwood Capital Partners Latam II L.P. | 22.14 | ||||
| SpyCloud, Inc. | Automated identity threat protection solutions | 22.15 | |||
| Taoglas Holdings Partnership LP (Formerly Emerald | 22.16 | ||||
| Trive Capital Fund V L.P. | 22.17 | ||||
| Trivest Fund VII, L.P. | 22.18 | ||||
| Trivest Recognition Fund, L.P. | 22.19 | ||||
| AH Bio Fund IV, L.P. | 22.20 | ||||
| AH GAMES FUND I, L.P. | 22.21 | ||||
| Altos Labs, Inc. | American biotechnology research company | 22.22 | |||
| Andreessen Horowitz Fund VIII, L.P. | 22.23 | ||||
| Andreessen Horowitz LSV Fund III, L.P. | 22.24 | ||||
| ARCH VENTURE FUND XII, L.P. | 22.25 | ||||
| Clocktower Technologies III, L.P. | 22.26 | ||||
| CLOCKTOWER TECHNOLOGIES OPPORTUNITIES I LP | 22.27 | ||||
| CNK FUND IV, L.P. | 22.28 | ||||
| CNK SEED FUND I, L.P. | 22.29 | ||||
| CRV SELECT FUND II, LP | 22.30 | ||||
| CRV XIX, LP | 22.31 | ||||
| DEFY PARTNERS GOALS I, L.P. | 22.32 | ||||
| DEFY PARTNERS III, L.P. | 22.33 | ||||
| FELICIS VENTURES IX, L.P. | 22.34 | ||||
| HILLHOUSE VENTURE FUND VI, L.P. | 22.35 | ||||
| Hirtle Callaghan Private Equity SPV II LP | 22.36 | ||||
| INITIALIZED SUPERCLASS II GP LLC | 22.37 | ||||
| INITIALIZED VI GP LLC | 22.38 | ||||
| Kleiner Perkins Select Fund II, LLC | 22.39 | ||||
| Kleiner Perkins XX, LLC | 22.40 | ||||
| MAVERON EQUITY PARTNERS VIII, L.P. | 22.41 | ||||
| OPENAI STARTUP FUND I, L.P | 22.42 | ||||
| Openly Holdings Corp. | Homeowners insurance company | 22.43 | |||
| OPENLY HOLDINGS CORP. (Series D-2) | 22.44 | ||||
| Scale Venture Partners Fund VIII, L.P. | 22.45 | ||||
| YC ESP22, L.P. | 22.46 | ||||
| Sequoia Capital China Expansion Fund I | 22.47 | ||||
| Sequoia Capital China Growth Fund VII | 22.48 | ||||
| Sequoia Capital China Seed Fund III | 22.49 | ||||
| Sequoia Capital China Venture Fund IX | 22.50 | ||||
| SEQUOIA CAPITAL INDIA GROWTH FUND IV | 22.51 | ||||
| SEQUOIA CAPITAL INDIA VIII | 22.52 | ||||
| SEQUOIA CAPITAL SEA FUND I LTD | 22.53 | ||||
| Orlando Capital V Institutional GmbH & Co. KG | 22.54 | ||||
| Promondo Sports LLC | $50,001 - $100K | None (or less than $201) | Investment in athlete representation agency | 23 | |
| Engine Capital | $500K - $1M | None (or less than $201) | This fund does not provide information to investors regarding the fund’s underlying assets | 24 | |
| Cole Family Foundation | $250K - $500K | None (or less than $201) | Donor-Advised Fund | 25 | |
| MDP Fund VI | $100K - $250K | None (or less than $201) | 26 | ||
| Aderant Holdings, Inc. | Tech & Gov | 26.1 | |||
| BWAY Holding Company | Basic Industries | 26.2 | |||
| Centennial Towers Holding LP | TMT Services | 26.3 | |||
| EVO Payments International, LLC | Financial Services | 26.4 | |||
| Fieldglass Holdings, Inc. | Tech & Gov | 26.5 | |||
| Fleet Complete (aka Complete Innovations, Inc.) | Tech & Gov | 26.6 | |||
| Ikaria, Inc. | Health Care | 26.7 | |||
| Kaufman, Hall & Associates, LLC | Health Care | 26.8 | |||
| LGS Innovations, LLC | Tech & Gov | 26.9 | |||
| Liquid Web, LLC | TMT Services | 26.10 | |||
| Multi Packaging Solutions, Inc. | Basic Industries | 26.11 | |||
| NextG Networks, Inc. | TMT Services | 26.12 | |||
| NFP Corp. | Financial Services | 26.13 | |||
| Option Care Health, Inc. | Health Care | 26.14 | |||
| QuickPlay Media, Inc. | TMT Services | 26.15 | |||
| Sage Products Holdings, LLC | Health Care | 26.16 | |||
| Schrader International, Inc. | Basic Industries | 26.17 | |||
| Things Remembered, Inc. | Consumer | 26.18 | |||
| TransUnion Corporation | Financial Services | 26.19 | |||
| Weather Investments SpA | TMT Services | 26.20 |
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. |
|---|---|---|---|
| Note Payable to the Dynasty Trust | type: Personal Loan, amount: $5,000,001 - $25,000,000, rate: 0%, term: On demand | 1 | |
| MDP Fund V | type: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2024, rate: 0%, term: On demand | 2 | |
| MDP Fund VII | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand | 3 | |
| MDP Fund VIII | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand | 4 | |
| MDP Insurance | type: capital commitment, amount: $15,001 - $50,000, year-incurred: 2024, rate: 0, term: on demand | 5 | |
| Paragon Castle Creek | type: capital commitment, amount: $500,001 - $1,000,000, rate: 0, term: on demand | 6 | |
| Hirtle Callaghan PE Fund 2020 | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand | 7 | |
| Hirtle Callaghan PE Fund 2022 | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, rate: 0, term: on demand | 8 | |
| Promondo Sports LLC | type: capital commitment, amount: $50,001 - $100,000, year-incurred: 2024, rate: 0, term: on demand | 9 | |
| Engine Capital | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, rate: 0, term: on demand | 10 | |
| MDP Fund VII | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand | This is a capital commitment of the Dynasty Trust | 11 |
| MDP Fund VIII | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand | This is a capital commitment of the Dynasty Trust. | 12 |
| MDP Insurance | type: capital commitment, amount: $15,001 - $50,000, year-incurred: 2024, rate: 0, term: on demand | This is a capital commitment of the Dynasty Trust | 13 |
| Paragon Castle Creek | type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand | This is a capital commitment of the Dynasty Trust. | 14 |
| Engine Capital | type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, rate: 0, term: on demand | This is a capital commitment of the Dynasty Trust. | 15 |


