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Michael Cole

Reported Asset Values
$40M–$157M+

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)

OrganizationPosition heldEndnoteLine No.
Shareholder Capital LLCCEO, 6/2024 - 2/20251
Big Shoulders FundBoard Director, 1/2004 - Present2
eMed LLCPresident and CFO, 12/2021 - 6/20243
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
eMed LLC$250KSalary1
Shareholder Capital LLC$15,001 - $50,000None (or less than $201)2
Schwab Brokerage3
Avis Budget Group, Inc. (CAR)$1,001 - $15,000None (or less than $201)3.1
Travel Leisure Co. Common Stock (TNL)$1,001 - $15,000None (or less than $201)3.2
WYNDHAM HOTELS & RESORTS INC$1,001 - $15,000None (or less than $201)3.3
cash$1,001 - $15,000None (or less than $201)3.4
Rollover IRA4
Schwab S&P 500 Index Fund (SWPPX)$1M - $5MNone (or less than $201)4.1
Roth Contributory IRA5
Schwab S&P 500 Index Fund (SWPPX)$1M - $5MNone (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)

OrganizationDescriptionEndnoteLine No.
eMed LLCServices as President and CFO1
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Salveo Lifestyle LLC (wellness company) (value not readily ascertainable)None (or less than $201)1
IRA2
JPMorgan Equity Income Fund Class I Shares (HLIEX)$250K - $500KNone (or less than $201)2.1
JPMorgan Large Cap Growth Fund Class I Shares (SEEGX)$250K - $500KNone (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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
brokerage account #11
T-Mobile US, Inc. (TMUS)$5M - $25M$50,001 - $100KDividends1.1
JPM LIQ ASST MM FD - PREMIER$500K - $1M$15,001 - $50,000Interest1.2
BOISE CASCADE CO$1M - $5M$50,001 - $100KDividends1.3
SMURFIT WESTROCK PLC SW$1M - $5M$15,001 - $50,000Dividends1.4
WELLS FARGO & CO WFC$100K - $250K$2,501 - $5,000Dividends1.5
PEPSICO INC PEP$100K - $250K$5,001 - $15,000Dividends1.6
CDW CORP/DE CDW$100K - $250K$1,001 - $2,500Dividends1.7
AON PLC-CLASS A AON$100K - $250K$201 - $1,000Dividends1.8
THE COCA-COLA COMPANY KO$100K - $250K$2,501 - $5,000Dividends1.9
OPTION CARE HEALTH INC OPCH$50,001 - $100KNone (or less than $201)Dividends1.10
CORNING INC GLW$50,001 - $100K$1,001 - $2,500Dividends1.11
ONEOK INC OKE$50,001 - $100K$2,501 - $5,000Dividends1.12
WALGREENS BOOTS ALLIANCE INC WBA$15,001 - $50,000$1,001 - $2,500Dividends1.13
HANESBRANDS INC$1,001 - $15,000None (or less than $201)Dividends1.14
Brokerage #22
ORACLE CORP 2.5% 04/01/25$50,001 - $100K$1,001 - $2,500Interest2.1
OTIS WORLDWIDE CORP 2.056% 04/05/25$50,001 - $100K$1,001 - $2,500Interest2.2
MORGAN STANLEY MTN 3.875% 01/27/26$50,001 - $100K$1,001 - $2,500Interest2.3
SHERWIN-WILLIAMS CO 3.95% 01/15/26$50,001 - $100K$1,001 - $2,500Interest2.4
L3HARRIS TECH INC 3.832% 04/27/25$50,001 - $100K$1,001 - $2,500Interest2.5
AUTOZONE INC 3.25% 04/15/25$50,001 - $100K$1,001 - $2,500Interest2.6
TWDC ENTERPRISES MTN 3.15% 09/17/25$50,001 - $100K$1,001 - $2,500Interest2.7
KEURIG DR PEPPER INC 3.4% 11/15/25$50,001 - $100K$1,001 - $2,500Interest2.8
CHARTER COMM OPT LLC 4.908% 07/23/25$50,001 - $100K$2,501 - $5,000Interest2.9
HUMANA INC 4.5% 04/01/25$50,001 - $100K$1,001 - $2,500Interest2.10
MOODY'S CORP 3.75% 03/24/25$50,001 - $100K$1,001 - $2,500Interest2.11
STARBUCKS CORP 3.8% 08/15/25$50,001 - $100K$1,001 - $2,500Interest2.12
NUTRIEN LTD 5.95% 11/07/25$50,001 - $100K$2,501 - $5,000Interest2.13
NETFLIX INC 5.875% 02/15/25$50,001 - $100K$2,501 - $5,000Interest2.14
ABBVIE INC 3.8% 03/15/25$15,001 - $50,000$1,001 - $2,500Interest2.15
AON GLOBAL LTD 3.875% 12/15/25$15,001 - $50,000$1,001 - $2,500Interest2.16
OCCIDENTAL PETRLM CO 5.875% 09/01/25$15,001 - $50,000$2,501 - $5,000Interest2.17
LOWE'S COS INC 3.375% 09/15/25$15,001 - $50,000$1,001 - $2,500Interest2.18
AMGEN INC 3.125% 05/01/25$15,001 - $50,000$1,001 - $2,500Interest2.19
AMAZON.COM INC 4.6% 12/01/25$15,001 - $50,000$1,001 - $2,500Interest2.20
ROPER TECHNOLOGIES INC 1% 09/15/25$15,001 - $50,000$201 - $1,000Interest2.21
FL PWR & LT CO 2.85% 04/01/25$15,001 - $50,000$201 - $1,000Interest2.22
AVALONBAY COMMUNIT MTN 3.5% 11/15/25$15,001 - $50,000$201 - $1,000Interest2.23
BK OF AMER CORP MTN 4.827% 07/22/26$50,001 - $100K$2,501 - $5,000Interest2.24
REP SERVICES INC 2.9% 07/01/26$50,001 - $100K$1,001 - $2,500Interest2.25
GOLDMAN SACHS GROUP 5.798% 08/10/26$50,001 - $100K$2,501 - $5,000Interest2.26
GLOBAL PAYMENTS INC 1.2% 03/01/26$50,001 - $100K$201 - $1,000Interest2.27
AMERN EXPRESS CO 3.95% 08/01/25$50,001 - $100K$1,001 - $2,500Interest2.28
ANHEUSER-BUSCH CO/INB 3.65% 02/01/26$50,001 - $100K$1,001 - $2,500Interest2.29
HCA INC 5.875% 02/15/26$50,001 - $100K$2,501 - $5,000Interest2.30
THE CAMPBELLS CO 3.95% 03/15/25$50,001 - $100K$1,001 - $2,500Interest2.31
SOUTHN CO 5.15% 10/06/25$50,001 - $100K$2,501 - $5,000Interest2.32
SPRINT LLC 7.625% 03/01/26$50,001 - $100K$2,501 - $5,000Interest2.33
CROWN CASTLE INC 3.7% 06/15/26$50,001 - $100K$1,001 - $2,500Interest2.34
BK OF NY MELLON MTN 4.414% 07/24/26$15,001 - $50,000$1,001 - $2,500Interest2.35
BROADCOM INC 3.15% 11/15/25$15,001 - $50,000$1,001 - $2,500Interest2.36
CATERPILLAR FINL MTN 4.35% 05/15/26$15,001 - $50,000$1,001 - $2,500Interest2.37
EXELON CORP 3.4% 04/15/26$15,001 - $50,000$1,001 - $2,500Interest2.38
MARATHON PETRLM CORP 4.7% 05/01/25$15,001 - $50,000$1,001 - $2,500Interest2.39
ECOLAB INC 2.7% 11/01/26$15,001 - $50,000$1,001 - $2,500Interest2.40
ENERGY TRANSFER LP 6.05% 12/01/26$15,001 - $50,000$2,501 - $5,000Interest2.41
ALTRIA GROUP INC 4.4% 02/14/26$15,001 - $50,000$1,001 - $2,500Interest2.42
JOHN DEERE CAP CO MTN 4.05% 09/08/25$15,001 - $50,000$1,001 - $2,500Interest2.43
WELLS FARGO & CO 3% 10/23/26$15,001 - $50,000$1,001 - $2,500Interest2.44
PNC FINL SERVICES 5.812% 06/12/26$15,001 - $50,000$1,001 - $2,500Interest2.45
ENTERGY AR LLC 3.5% 04/01/26$15,001 - $50,000$1,001 - $2,500Interest2.46
MCKESSON CORP 1.3% 08/15/26$15,001 - $50,000$201 - $1,000Interest2.47
CIGNA GROUP/THE 4.5% 02/25/26$15,001 - $50,000$1,001 - $2,500Interest2.48
WELLTOWER OP LLC 4.25% 04/01/26$15,001 - $50,000$1,001 - $2,500Interest2.49
AMPHENOL CORP 4.75% 03/30/26$15,001 - $50,000$1,001 - $2,500Interest2.50
CITIGROUP INC 3.106% 04/08/26$15,001 - $50,000$201 - $1,000Interest2.51
UNITEDHEALTH GROUP INC 3.1% 03/15/26$15,001 - $50,000$201 - $1,000Interest2.52
RTX CORP 5% 02/27/26$15,001 - $50,000$201 - $1,000Interest2.53
GEN MOTORS FINL CO 5.25% 03/01/26$15,001 - $50,000$1,001 - $2,500Interest2.54
TORONTO-DOMINION MTN 3.766% 06/06/25$15,001 - $50,000$1,001 - $2,500Interest2.55
Brokerage account #33
MORGAN STANLEY MS PRQ$15,001 - $50,000$1,001 - $2,500Dividends3.1
METLIFE INC MET PRE$1,001 - $15,000$201 - $1,000Dividends3.2
SCE TRUST VIII SCE$1,001 - $15,000$1,001 - $2,500Dividends3.3
MORGAN STANLEY MS PRK$1,001 - $15,000$201 - $1,000Dividends3.4
KEYCORP PFD KEY PRL$1,001 - $15,000$201 - $1,000Dividends3.5
ALLSTATE CORP PFD ALL$1,001 - $15,000$201 - $1,000Dividends3.6
REGIONS FINANCIAL CORP RF$1,001 - $15,000$201 - $1,000Dividends3.7
AT&T INC T PRC$1,001 - $15,000$201 - $1,000Dividends3.8
ALLSTATE CORP PFD ALL$1,001 - $15,000$201 - $1,000Dividends3.9
SYNCHRONY FINANCIAL PFD SYF$1,001 - $15,000$201 - $1,000Dividends3.10
CAPITAL ONE FINANCIAL CO PFD COF$1,001 - $15,000$201 - $1,000Dividends3.11
VOYA FINANCIAL INC PFD VOYA$1,001 - $15,000$201 - $1,000Dividends3.12
WELLS FARGO & COMPANY WFC$1,001 - $15,000None (or less than $201)Dividends3.13
MORGAN STANLEY MS$1,001 - $15,000None (or less than $201)Dividends3.14
cash$15,001 - $50,000$1,001 - $2,500Interest3.15
PNC FINL SERVICES 3.4% 09/13/70$50,001 - $100K$1,001 - $2,500Interest3.16
WELLS FARGO & CO 3.9% 01/26/70$50,001 - $100K$1,001 - $2,500Interest3.17
BK OF AMER CORP 4.375% 01/25/71$50,001 - $100K$2,501 - $5,000Interest3.18
US BANCORP 3.7% 12/31/49$15,001 - $50,000$1,001 - $2,500Interest3.19
TRUIST FINL CORP 4.8% 07/29/68$15,001 - $50,000$1,001 - $2,500Interest3.20
BK OF NY MELLON CORP 3.75% 11/18/70$15,001 - $50,000$1,001 - $2,500Interest3.21
AMERN EXPRESS CO 3.55% 08/03/70$15,001 - $50,000$1,001 - $2,500Interest3.22
ST STR CORP 6.7% 01/31/73$15,001 - $50,000$1,001 - $2,500Interest3.23
CITIGROUP INC 3.875% 02/18/70$15,001 - $50,000$1,001 - $2,500Interest3.24
CAP ONE FINL CO 3.95% 06/10/70$15,001 - $50,000$1,001 - $2,500Interest3.25
CITIGROUP INC 7% 07/30/73$15,001 - $50,000$1,001 - $2,500Interest3.26
GOLDMAN SACHS GROUP IN 3.8% 04/26/70$15,001 - $50,000$1,001 - $2,500Interest3.27
CITIGROUP INC 7.125% 05/29/73$15,001 - $50,000$1,001 - $2,500Interest3.28
SEMPRA 4.125% 04/01/52$15,001 - $50,000$1,001 - $2,500Interest3.29
TRANSCANADA TR 5.875% 08/15/76$15,001 - $50,000$1,001 - $2,500Interest3.30
BK OF AMER CORP 6.3% 03/10/65$15,001 - $50,000$1,001 - $2,500Interest3.31
CITIGROUP INC 6.25% 04/25/65$15,001 - $50,000$1,001 - $2,500Interest3.32
WELLS FARGO & CO VAR RATE 01/23/64$15,001 - $50,000$1,001 - $2,500Interest3.33
COREBRIDGE FINL INC 6.375% 09/15/54$15,001 - $50,000$1,001 - $2,500Interest3.34
BP CAP MARKETS PLC 6.125% 11/18/73$15,001 - $50,000$1,001 - $2,500Interest3.35
DISCOVER FINL SVS 6.125% 06/22/69$15,001 - $50,000$1,001 - $2,500Interest3.36
ALLY FINL INC 4.7% 06/02/70$15,001 - $50,000$201 - $1,000Interest3.37
WELLS FARGO & CO 7.625% 12/31/49$1,001 - $15,000$1,001 - $2,500Interest3.38
CHARLES SCHWAB CORP 4% 03/18/70$1,001 - $15,000$201 - $1,000Interest3.39
CHARLES SCHWAB CORP 4% 12/11/69$1,001 - $15,000$201 - $1,000Interest3.40
NEXTERA ENERGY CAP 6.75% 06/15/54$1,001 - $15,000$201 - $1,000Interest3.41
ENTERGY CORP 7.125% 12/01/54$1,001 - $15,000$201 - $1,000Interest3.42
ENBRIDGE INC 8.5% 01/15/84$1,001 - $15,000$201 - $1,000Interest3.43
EQUITABLE HOLDINGS IN 4.95% 08/11/69$1,001 - $15,000$201 - $1,000Interest3.44
NISOURCE INC 6.95% 11/30/54$1,001 - $15,000$201 - $1,000Interest3.45
GOLDMAN SACHS GROUP IN 7.5% 12/31/49$1,001 - $15,000$201 - $1,000Interest3.46
NISOURCE INC 6.375% 03/31/55$1,001 - $15,000$201 - $1,000Interest3.47
DOMINION ENERGY INC 4.35% 12/09/70$1,001 - $15,000$201 - $1,000Interest3.48
TRUIST FINL CORP 5.1% 06/19/69$1,001 - $15,000$201 - $1,000Interest3.49
M&T BK CORP 3.5% 08/17/70$1,001 - $15,000$201 - $1,000Interest3.50
DOMINION ENERGY INC 7% 06/01/54$1,001 - $15,000$201 - $1,000Interest3.51
DOMINION ENERGY INC 6.875% 02/01/55$1,001 - $15,000$201 - $1,000Interest3.52
PRUDENTIAL FINL INC 6.75% 03/01/53$1,001 - $15,000$201 - $1,000Interest3.53
CHARLES SCHWAB CORP 5% 03/04/71$1,001 - $15,000$201 - $1,000Interest3.54
DISCOVER FINL SVS 5.5% 10/31/66$1,001 - $15,000$201 - $1,000Interest3.55
CMS ENERGY CORP 4.75% 06/01/50$1,001 - $15,000$201 - $1,000Interest3.56
LINCOLN NATL CORP 9.25% 11/22/71$1,001 - $15,000$201 - $1,000Interest3.57
ENERGY TRANSFER LP 8% 05/15/54$1,001 - $15,000$201 - $1,000Interest3.58
FIFTH THIRD BANCOR VAR RATE 05/16/62$1,001 - $15,000$201 - $1,000Interest3.59
M&T BK CORP 5.125% 10/28/65$1,001 - $15,000$201 - $1,000Interest3.60
BK OF NY MELLON CORP 4.625% 08/01/65$1,001 - $15,000$201 - $1,000Interest3.61
VOYA FINL INC 7.758% 09/12/67$1,001 - $15,000$201 - $1,000Interest3.62
AES CORP/THE 7.6% 01/15/55$1,001 - $15,000$201 - $1,000Interest3.63
CITIZENS FINL GROU VAR RATE 10/25/67$1,001 - $15,000$201 - $1,000Interest3.64
CITIZENS FINL GROU VAR RATE 05/24/67$1,001 - $15,000$201 - $1,000Interest3.65
VODAFONE GROUP PLC 5.125% 06/04/81$1,001 - $15,000$201 - $1,000Interest3.66
DUKE ENERGY CORP 6.45% 09/01/54$1,001 - $15,000$201 - $1,000Interest3.67
GOLDMAN SACHS GROUP 6.125% 12/31/49$1,001 - $15,000$1,001 - $2,500Interest3.68
MARKEL GROUP INC 6% 05/27/69$1,001 - $15,000$1,001 - $2,500Interest3.69
REGIONS FINL CORP 5.75% 06/05/69$1,001 - $15,000$201 - $1,000Interest3.70
EMERA INC 6.75% 06/15/76$1,001 - $15,000$201 - $1,000Interest3.71
GOLDMAN SACHS GROUP IN 7.5% 04/23/73$1,001 - $15,000$201 - $1,000Interest3.72
HUNTINGTON BANCSHARES 4.45% 08/10/69$1,001 - $15,000$201 - $1,000Interest3.73
CITIZENS FINL GROUP 5.65% 06/04/69$1,001 - $15,000None (or less than $201)Interest3.74
BP CAP MARKETS PLC 6.45% 03/01/73$1,001 - $15,000$201 - $1,000Interest3.75
ENBRIDGE INC 7.375% 01/15/83$1,001 - $15,000$201 - $1,000Interest3.76
Brokerage Account #44
FIDELITY 500 INDEX FUND FXAIX$1M - $5M$5,001 - $15,0004.1
SIX CIRCLES US UNCONSTR EQ CUSUX$500K - $1M$5,001 - $15,0004.2
SPDR S&P 500 ETF TRUST SPY$250K - $500K$2,501 - $5,0004.3
ISHARES S&P 500 VALUE ETF$250K - $500K$5,001 - $15,0004.4
iShares S&P 500 Growth ETF$250K - $500K$1,001 - $2,5004.5
SIX CIRCLES INTL UNCON EQ CIUEX$250K - $500K$5,001 - $15,0004.6
FIDELITY INTL INDX-INST PRM FSPSX$100K - $250K$2,501 - $5,0004.7
JPMORGAN BETABUILDERS CANADA$100K - $250K$1,001 - $2,5004.8
JPMORGAN BETABUILDERS JAPAN ETF$100K - $250K$2,501 - $5,0004.9
JPMORGAN BETABUILDERS DEVELO$50,001 - $100K$2,501 - $5,0004.10
cash$50,001 - $100K$2,501 - $5,000Interest4.11
VANGUARD MORTGAGE-BACKED SEC VMBS$100K - $250K$5,001 - $15,0004.12
VANGUARD INT-TERM CORPORATE$50,001 - $100K$2,501 - $5,0004.13
VANGUARD TOTAL INTL BOND ETF$250K - $500K$5,001 - $15,0004.14
Six Circles Credit Opport$100K - $250K$5,001 - $15,0004.15
SIX CIRCLES GLOBAL BOND$250K - $500K$15,001 - $50,0004.16
Dynasty Trust5
Option Care Health Inc$100K - $250KNone (or less than $201)5.1
JPM LIQ ASST MM FD - AGENCY AJLXX$1M - $5M$15,001 - $50,0005.2
JPM LIQ ASST MM FD - PREMIER$500K - $1M$15,001 - $50,0005.3
SPDR S&P 500 ETF TRUST SPY$1M - $5M$15,001 - $50,0005.4
SIX CIRCLES US UNCONSTR EQ CUSUX$1M - $5M$15,001 - $50,0005.5
FIDELITY 500 INDEX FUND FXAIX$250K - $500K$2,501 - $5,0005.6
ISHARES S&P 500 GROWTH ETF IVW$500K - $1M$2,501 - $5,0005.7
ISHARES RUSSELL 1000 GROWTH IWF$500K - $1M$2,501 - $5,0005.8
ISHARES S&P 500 VALUE ETF IVE$500K - $1M$5,001 - $15,0005.9
ISHARES RUSSELL 1000 VALUE E IWD$250K - $500K$5,001 - $15,0005.10
SIX CIRCLES INTL UNCON EQ CIUEX$1M - $5M$15,001 - $50,0005.11
ISHARES MSCI EAFE ETF EFA$250K - $500K$5,001 - $15,0005.12
JPMORGAN BETABUILDERS CANADA BBCA$100K - $250K$5,001 - $15,0005.13
FIDELITY INTL INDX-INST PRM FSPSX$15,001 - $50,000$201 - $1,0005.14
JPMORGAN BETABUILDERS JAPAN ETF BBJP$250K - $500K$5,001 - $15,0005.15
JPMORGAN BETABUILDERS DEVELO BBAX$100K - $250K$5,001 - $15,0005.16
cash$100K - $250K$5,001 - $15,0005.17
VANGUARD MORTGAGE-BACKED SEC VMBS$250K - $500K$5,001 - $15,0005.18
VANGUARD INT-TERM CORPORATE VCIT$100K - $250K$5,001 - $15,0005.19
VANGUARD TOTAL INTL BOND ETF BNDX$500K - $1M$15,001 - $50,0005.20
SIX CIRCLES CREDIT OPPORT CRDOX$250K - $500K$15,001 - $50,0005.21
SIX CIRCLES GLOBAL BOND$500K - $1M$15,001 - $50,0005.22
US bank Account (Cash)$100K - $250K$201 - $1,0005.23
Note to Filer$5M - $25MNone (or less than $201)5.24
MDP Fund VII$1M - $5MNone (or less than $201)5.25
AEVEX Aerospace5.25.1
Amynta Investments5.25.2
Ankura Consulting Group, LLC5.25.3
InMoment, Inc.5.25.4
Intermedia.Net, Inc.5.25.5
Lightspeed Solutions, LLC5.25.6
Navacord Corp.5.25.7
Performance Health5.25.8
Solis Mammography5.25.9
The Ardonagh Group5.25.10
MDP Fund VIII$100K - $250KNone (or less than $201)5.26
Advanced Personnel Management (d.b.a. APM)5.26.1
Fastwyre Broadband5.26.2
ALIGN Precision Corp.5.26.3
Carnegie Learning, Inc.5.26.4
Great Gray Trust Company5.26.5
Harmonia Holdings Group, LLC5.26.6
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 Federal5.26.10
CareRing Health (f/k/a Patriot Home Care)5.26.11
Sevita Health5.26.12
Shaw Development5.26.13
T2S5.26.14
Unison Software, Inc.5.26.15
Zilliant, Inc.5.26.16
The Ardonagh Group5.26.17
MDP Insurance$250K - $500KNone (or less than $201)5.27
Amynta Investments5.27.1
Navacord Corp.5.27.2
The Ardonagh Group5.27.3
Northstar Wireless$50,001 - $100KNone (or less than $201)Wireless communication company5.28
Columbia Spectrum I$100K - $250KNone (or less than $201)Investment in wireless spectrum technology5.29
Columbia Spectrum II$100K - $250KNone (or less than $201)Investment in a wireless spectrum company5.30
Paragon Emalex$1M - $5MNone (or less than $201)Investment in a biopharmaceutical company5.31
Paragon Castle Creek$1M - $5MNone (or less than $201)Investment in pharmaceutical company5.32
Engine Capital$500K - $1MThis fund does not provide information to investors regarding the fund’s underlying assets5.33
MDP Fund VI$100K - $250KNone (or less than $201)5.34
Aderant Holdings, Inc.Tech & Gov5.34.1
BWAY Holding CompanyBasic Industries5.34.2
Centennial Towers Holding LPTMT Services5.34.3
EVO Payments International, LLCFinancial Services5.34.4
Fieldglass Holdings, Inc.Tech & Gov5.34.5
Fleet Complete (aka Complete Innovations, Inc.)Tech & Gov5.34.6
Ikaria, Inc.Health Care5.34.7
Kaufman, Hall & Associates, LLCHealth Care5.34.8
LGS Innovations, LLCTech & Gov5.34.9
Liquid Web, LLCTMT Services5.34.10
Multi Packaging Solutions, Inc.Basic Industries5.34.11
NextG Networks, Inc.TMT Services5.34.12
NFP Corp.Financial Services5.34.13
Option Care Health, Inc.Health Care5.34.14
QuickPlay Media, Inc.TMT Services5.34.15
Sage Products Holdings, LLCHealth Care5.34.16
Schrader International, Inc.Basic Industries5.34.17
Things Remembered, Inc.Consumer5.34.18
TransUnion CorporationFinancial Services5.34.19
Weather Investments SpATMT Services5.34.20
Sevensaoi Capital LLC Holdings6
VANDA PHARMACEUTICALS INC$1,001 - $15,000None (or less than $201)6.1
cash$250K - $500K$1,001 - $2,500Interest6.2
Northwestern Mutual Life Insurance Policy (Whole Life)$500K - $1MNone (or less than $201)7
US bank account (cash) #1$100K - $250K$201 - $1,000Interest8
MDP Fund VII$1M - $5MNone (or less than $201)9
AEVEX Aerospace9.1
Amynta Investments9.2
Ankura Consulting Group, LLC9.3
InMoment, Inc.9.4
Intermedia.Net, Inc.9.5
Lightspeed Solutions, LLC9.6
Navacord Corp.9.7
Performance Health9.8
Solis Mammography9.9
The Ardonagh Group9.10
MDP Fund VIII$100K - $250KNone (or less than $201)10
Advanced Personnel Management (d.b.a. APM)10.1
Fastwyre Broadband10.2
ALIGN Precision Corp.10.3
Carnegie Learning, Inc.10.4
Great Gray Trust Company10.5
Harmonia Holdings Group, LLC10.6
Air Control Concepts (f/k/a "Hobbs & Associates, LLC")10.7
IPL Plastics, Inc.10.8
MoneyGram International, Inc.10.9
Omni Federal10.10
CareRing Health (f/k/a Patriot Home Care)10.11
Sevita Health10.12
Shaw Development10.13
T2S10.14
Unison Software, Inc.10.15
Zilliant, Inc.10.16
The Ardonagh Group10.17
MDP Insurance$250K - $500KNone (or less than $201)11
Amynta Investments11.1
Navacord Corp.11.2
The Ardonagh Group11.3
Global Isari - Dayton Dragons$250K - $500KNone (or less than $201)Investment in a minor league baseball team12
Higi$1,001 - $15,000None (or less than $201)Health care technology company13
Columbia Spectrum I$100K - $250KNone (or less than $201)Investment in wireless spectrum technology14
Columbia Spectrum II$100K - $250KNone (or less than $201)Investment in wireless spectrum technology15
Honeycomb Partners LP$1M - $5MNone (or less than $201)This fund does not provide information to investors regarding the fund's underlying assets16
Honeycomb Klarna$15,001 - $50,000None (or less than $201)Investment in Klarna, a Swedish fintech company that provides online financial services17
Paragon Emalex$1M - $5MNone (or less than $201)Investment in a biopharmaceutical company18
Paragon Castle Creek$500K - $1MNone (or less than $201)Investment in pharmaceutical company19
Asurion SPV$500K - $1MNone (or less than $201)Investment in wireless handset insurance company20
Hirtle Callaghan PE Fund 2020$250K - $500KNone (or less than $201)This fund does not provide information to investors regarding the assets held in the underlying funds21
IK Small Cap III DC21.1
IK Small Cap III SC21.2
A H SEED FUND I, L.P.21.3
AH Fund VII21.4
AH LSV Fund II21.5
Altos Labs, Inc.American biotechnology research company21.6
Arch Venture XI21.7
Arcline Capital Partners II LP21.8
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 I21.14
CNK FUND III, L.P.21.15
CRV Select Fund I, LP21.16
FALFURRIAS CAPITAL PARTNERS V, LP21.17
Felicis Focus Fund I, L.P21.18
Felicis Ventures VIII, L.P21.19
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 Fund21.24
Mountaingate Capital Fund II, L.P.21.25
OPENAI STARTUP FUND I, L.P.21.26
Openly Holdings Corp.Homeowners insurance company21.27
OPENLY HOLDINGS CORP. (Series D-2)Homeowners insurance company21.28
Recognize Partners I, L.P21.29
RIVERWOOD CAPITAL IV, L.P.21.30
RIVERWOOD CAPITAL LATAM II, L.P.21.31
Scale Venture Partners Fund VII, LP21.32
SpyCloud, Inc.Automated identity threat protection solutions21.33
Taoglas Holdings Partnership LP (Formerly Emerald21.34
Trive Capital Fund IV LP21.35
Trive Structured Capital Fund I LP21.36
Trivest Discovery Fund II, L.P.21.37
Y Combinator ES20, LLC21.38
YCC20, L.P.21.39
YCCG21, L.P.21.40
Sequoia Capital China Growth Fund VI, LP21.41
Sequoia Capital China Venture Fund VIII, LP21.42
Sequoia Capital India Growth Fund III, LTD21.43
Sequoia Capital India Seed Fund II21.44
Sequoia Capital India Venture VII, LTD21.45
Hirtle Callaghan PE Fund 2022$50,001 - $100KNone (or less than $201)This fund does not provide information to investors regarding the assets held in the underlying funds22
Bain Capital Europe Fund VI22.1
EMK CAPITAL PARTNERS III LP22.2
Arcline Capital Partners III LP22.3
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, LP22.7
Graham Partners Growth I, L.P.22.8
Graham Partners VI, L.P.22.9
Hirtle Callaghan Private Equity SPV III, Limited22.10
Hirtle Callaghan Venture Capital Fund 2022, L.P.22.11
Kingswood Capital Opportunities Fund III LP22.12
Lone View Capital Fund I, L.P.22.13
Riverwood Capital Partners Latam II L.P.22.14
SpyCloud, Inc.Automated identity threat protection solutions22.15
Taoglas Holdings Partnership LP (Formerly Emerald22.16
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 company22.22
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 LP22.27
CNK FUND IV, L.P.22.28
CNK SEED FUND I, L.P.22.29
CRV SELECT FUND II, LP22.30
CRV XIX, LP22.31
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 LP22.36
INITIALIZED SUPERCLASS II GP LLC22.37
INITIALIZED VI GP LLC22.38
Kleiner Perkins Select Fund II, LLC22.39
Kleiner Perkins XX, LLC22.40
MAVERON EQUITY PARTNERS VIII, L.P.22.41
OPENAI STARTUP FUND I, L.P22.42
Openly Holdings Corp.Homeowners insurance company22.43
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 I22.47
Sequoia Capital China Growth Fund VII22.48
Sequoia Capital China Seed Fund III22.49
Sequoia Capital China Venture Fund IX22.50
SEQUOIA CAPITAL INDIA GROWTH FUND IV22.51
SEQUOIA CAPITAL INDIA VIII22.52
SEQUOIA CAPITAL SEA FUND I LTD22.53
Orlando Capital V Institutional GmbH & Co. KG22.54
Promondo Sports LLC$50,001 - $100KNone (or less than $201) Investment in athlete representation agency23
Engine Capital$500K - $1MNone (or less than $201)This fund does not provide information to investors regarding the fund’s underlying assets24
Cole Family Foundation$250K - $500KNone (or less than $201)Donor-Advised Fund25
MDP Fund VI$100K - $250KNone (or less than $201)26
Aderant Holdings, Inc.Tech & Gov26.1
BWAY Holding CompanyBasic Industries26.2
Centennial Towers Holding LPTMT Services26.3
EVO Payments International, LLCFinancial Services26.4
Fieldglass Holdings, Inc.Tech & Gov26.5
Fleet Complete (aka Complete Innovations, Inc.)Tech & Gov26.6
Ikaria, Inc.Health Care26.7
Kaufman, Hall & Associates, LLCHealth Care26.8
LGS Innovations, LLCTech & Gov26.9
Liquid Web, LLCTMT Services26.10
Multi Packaging Solutions, Inc.Basic Industries26.11
NextG Networks, Inc.TMT Services26.12
NFP Corp.Financial Services26.13
Option Care Health, Inc.Health Care26.14
QuickPlay Media, Inc.TMT Services26.15
Sage Products Holdings, LLCHealth Care26.16
Schrader International, Inc.Basic Industries26.17
Things Remembered, Inc.Consumer26.18
TransUnion CorporationFinancial Services26.19
Weather Investments SpATMT Services26.20
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)

CreditorDescriptionEndnoteLine No.
Note Payable to the Dynasty Trusttype: Personal Loan, amount: $5,000,001 - $25,000,000, rate: 0%, term: On demand1
MDP Fund Vtype: capital commitment, amount: $1,000,001 - $5,000,000, year-incurred: 2024, rate: 0%, term: On demand2
MDP Fund VIItype: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand3
MDP Fund VIIItype: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand4
MDP Insurancetype: capital commitment, amount: $15,001 - $50,000, year-incurred: 2024, rate: 0, term: on demand5
Paragon Castle Creektype: capital commitment, amount: $500,001 - $1,000,000, rate: 0, term: on demand6
Hirtle Callaghan PE Fund 2020type: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demand7
Hirtle Callaghan PE Fund 2022type: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, rate: 0, term: on demand8
Promondo Sports LLCtype: capital commitment, amount: $50,001 - $100,000, year-incurred: 2024, rate: 0, term: on demand9
Engine Capitaltype: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, rate: 0, term: on demand10
MDP Fund VIItype: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demandThis is a capital commitment of the Dynasty Trust11
MDP Fund VIIItype: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demandThis is a capital commitment of the Dynasty Trust.12
MDP Insurancetype: capital commitment, amount: $15,001 - $50,000, year-incurred: 2024, rate: 0, term: on demandThis is a capital commitment of the Dynasty Trust13
Paragon Castle Creektype: capital commitment, amount: $500,001 - $1,000,000, year-incurred: 2024, rate: 0, term: on demandThis is a capital commitment of the Dynasty Trust.14
Engine Capitaltype: capital commitment, amount: $250,001 - $500,000, year-incurred: 2024, rate: 0, term: on demandThis is a capital commitment of the Dynasty Trust.15

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