Jonathan Gould
Reported Asset Values
$3.3M–$16M+
The data on this page comes from a financial disclosure filed by Jonathan Gould, who was picked to be: Comptroller of the Currency, Department of the Treasury. 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. |
|---|---|---|---|
| Jones Day | Partner, 9/2022 - Present | 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. |
|---|---|---|---|---|---|
| Jones Day (Law Firm) | $1.6M | Partnership Share | 1 | ||
| Jones Day (law firm) anticipated partnership share | $1M - $5M | None (or less than $201) | 2 | ||
| Jones Day capital account | $100K - $250K | $5,001 - $15,000 | Interest | 3 | |
| Jones Day 401(k) | 4 | ||||
| VANG INST 500 IDX TR | $100K - $250K | None (or less than $201) | 4.1 | ||
| IRA #2 | 5 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| AVLV - Avantis US Large Cap Value | $15,001 - $50,000 | None (or less than $201) | 5.2 | ||
| HYG - Ishares Iboxx HY Cor BD ETF | $1,001 - $15,000 | None (or less than $201) | 5.3 | ||
| IWF - Ishares Russell 1000 GRW ETF | $15,001 - $50,000 | None (or less than $201) | 5.4 | ||
| LMBS - First Trust Low Duration Opp | $1,001 - $15,000 | None (or less than $201) | 5.5 | ||
| BSIIX - Blackrock Strategic Inc Opp I | $1,001 - $15,000 | None (or less than $201) | 5.6 | ||
| FTHSX-Fullerthaler BHV SMCP EQ Inst | $1,001 - $15,000 | None (or less than $201) | 5.7 | ||
| GQGIX-GQG Partners Emrg Mkts Eq Ins | $1,001 - $15,000 | None (or less than $201) | 5.8 | ||
| GSIMX-Goldman Sachs GQG Int Opp I | $1,001 - $15,000 | None (or less than $201) | 5.9 | ||
| MBXIX-Catalyst Millburn HGD Strat I | $1,001 - $15,000 | None (or less than $201) | 5.10 | ||
| MDCIX-Madison Mid Cap I | $1,001 - $15,000 | None (or less than $201) | 5.11 | ||
| PDBZX-PGIM Total Return Bond Z | $1,001 - $15,000 | None (or less than $201) | 5.12 | ||
| THIIX-Thornburg Limited-TRM Inc Inst | $1,001 - $15,000 | None (or less than $201) | 5.13 |
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. |
|---|---|---|---|
| Jones Day | Pursuant to my partnership agreement, I will receive a final partnership distribution. This payment will be based solely on the firm’s earnings through the date of my withdrawal from the partnership and will be paid before I assume the duties of the position (2022-09-01) | 1 | |
| Jones Day | Pursuant to my partnership agreement with Jones Day, I will receive a refund of my capital account and any accrued interest before I assume the duties of the position. (2022-09-01) | 2 | |
| Jones Day | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2022-09-01) | 3 | |
| Jones Day | Upon withdrawal from my partnership, the firm will withhold an amount for reconciliations and tax payments that the firm makes on behalf of its partners. Any excess amounts withheld by the firm that end up not being used will be refunded to me no later than 5 years after my departure (2022-09-01) | 4 | |
| Jones Day | Pursuant to my partnership agreement, I may receive a severance payment at the discretion of the firm’s managing partner for an amount that is not to exceed a specific percentage of my participation from calendar year 2025. If I am awarded this payment, I will receive it before I assume the duties of the position. (2022-09-01) | 5 |
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. |
|---|---|---|---|
| Jones Day | Services as Partner | 1 | |
| American Bankers Association | Legal services provided as a client of Jones Day | 2 | |
| LivCor, LLC | Legal services provided as a client of Jones Day | 3 | |
| BNP Paribas | Legal services provided as a client of Jones Day | 4 | |
| Caisse de dépôt et placement du Québec | Legal services provided as a client of Jones Day | 5 | |
| Capital One | Legal services provided as a client of Jones Day | 6 | |
| Centennial Bank | Legal services provided as a client of Jones Day | 7 | |
| Circle Internet Financial | Legal services provided as a client of Jones Day | 8 | |
| CITIGROUP | Legal services provided as a client of Jones Day | 9 | |
| JPMorgan Chase | Legal services provided as a client of Jones Day | 10 | |
| CITIZENS FINANCIAL GROUP | Legal services provided as a client of Jones Day | 11 | |
| Comerica | Legal services provided as a client of Jones Day | 12 | |
| Corpay | Legal services provided as a client of Jones Day | 13 | |
| Eldridge Industries | Legal services provided as a client of Jones Day | 14 | |
| Experian | Legal services provided as a client of Jones Day | 15 | |
| Goldman Sachs | Legal services provided as a client of Jones Day | 16 | |
| Keycorp | Legal services provided as a client of Jones Day | 17 | |
| M&T BANK CORPORATION | Legal services provided as a client of Jones Day | 18 | |
| National Association of Realtors | Legal services provided as a client of Jones Day | 19 | |
| NerdWallet | Legal services provided as a client of Jones Day | 20 | |
| PNC | Legal services provided as a client of Jones Day | 21 | |
| Sherman Capital LLC | Legal services provided as a client of Jones Day | 22 | |
| Silver Point Capital | Legal services provided as a client of Jones Day | 23 | |
| Société Générale | Legal services provided as a client of Jones Day | 24 | |
| Synovus | Legal services provided as a client of Jones Day | 25 | |
| U.S. Chamber of Commerce | Legal services provided as a client of Jones Day | 26 | |
| Wells Fargo | Legal services provided as a client of Jones Day | 27 | |
| Westpac Banking Corp | Legal services provided as a client of Jones Day | 28 | |
| American Investment Council | Legal services provided as a client of Jones Day | 29 | |
| Bank Policy Institute | Legal services provided as a client of Jones Day | 30 | |
| Flagstar Financial | Legal services provided as a client of Jones Day | 31 | |
| Two Confidential Clients (organizations) | Two confidential clients (organizations) are not disclosed because of DC Bar Rule 1.6. | 32 |
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 | 1 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| AVLV - Avantis US Large Cap Value | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| HYG - Ishares Iboxx HY Cor BD ETF | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| IWF - Ishares Russell 1000 GRW ETF | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| LMBS - First Trust Low Duration Opp | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| BSIIX - Blackrock Strategic Inc Opp I | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| FTHSX-Fullerthaler BHV SMCP EQ Inst | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| GQGIX-GQG Partners Emrg Mkts Eq Ins | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| GSIMX-Goldman Sachs GQG Int Opp I | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| MBXIX-Catalyst Millburn HGD Strat I | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| MDCIX-Madison Mid Cap I | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| PDBZX-PGIM Total Return Bond Z | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| THIIX-Thornburg Limited-TRM Inc Inst | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| The Chronicle of Higher Education Profit Sharing Plan (401k #1) (former employer) | 2 | ||||
| vanguard institutional index fund | $250K - $500K | None (or less than $201) | 2.1 |
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. |
|---|---|---|---|---|---|
| DC 529 plan #1 | 1 | ||||
| Principal Protected Portfolio | $100K - $250K | None (or less than $201) | 1.1 | ||
| DC 529 plan #3 | 2 | ||||
| U.S. Total Stock Market Index Portfolio | $100K - $250K | None (or less than $201) | 2.1 | ||
| DC 529 plan #2 | 3 | ||||
| Principal Protected Portfolio | $50,001 - $100K | None (or less than $201) | 3.1 | ||
| U.S. Total Stock Market Index Portfolio | $50,001 - $100K | None (or less than $201) | 3.2 | ||
| US Bank Account #1 (cash) | $50,001 - $100K | None (or less than $201) | 4 | ||
| US bank account #2 (cash) | $50,001 - $100K | $1,001 - $2,500 | Interest | 5 | |
| US bank account #3 (cash) | $1,001 - $15,000 | None (or less than $201) | 6 | ||
| US bank account #4 (cash) | $1,001 - $15,000 | None (or less than $201) | 7 | ||
| US bank account #5 (cash) | $1,001 - $15,000 | None (or less than $201) | 8 | ||
| Andalusian Credit Company LLC interest (direct lending program) - Short Hills, NJ | $15,001 - $50,000 | None (or less than $201) | 9 | ||
| Andalusian Sports Advisors LP interest (sports, media and entertainment advisory) - Short Hills, NJ | $50,001 - $100K | None (or less than $201) | 10 | ||
| Trust #1 | 11 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 11.1 | ||
| Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF (AVLV) | $15,001 - $50,000 | $201 - $1,000 | 11.2 | ||
| iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $15,001 - $50,000 | $1,001 - $2,500 | 11.3 | ||
| Ishares Russell 1000 Growth ETF (IWF) | $15,001 - $50,000 | None (or less than $201) | 11.4 | ||
| First Trust Low Duration Opportunities ETF (LMBS) | $1,001 - $15,000 | $201 - $1,000 | 11.5 | ||
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $1,001 - $15,000 | $201 - $1,000 | 11.6 | ||
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $1,001 - $15,000 | $201 - $1,000 | 11.7 | ||
| GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | 11.8 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $15,001 - $50,000 | $201 - $1,000 | 11.9 | ||
| Catalyst/Millburn Hedge Strategy Fund Class I Shares (MBXIX) | $1,001 - $15,000 | None (or less than $201) | 11.10 | ||
| Madison Mid Cap Fund Mid Cap Fund Class I (MDCIX) | $15,001 - $50,000 | None (or less than $201) | 11.11 | ||
| PGIM Total Return Bond Fund Class Z Shares (PDBZX) | $15,001 - $50,000 | $1,001 - $2,500 | 11.12 | ||
| Thornburg Limited Term Income Fund Class I Shares (THIIX) | $15,001 - $50,000 | $1,001 - $2,500 | 11.13 | ||
| Trust #2 | 12 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 12.1 | ||
| Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF (AVLV) | $15,001 - $50,000 | $201 - $1,000 | 12.2 | ||
| iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $15,001 - $50,000 | $1,001 - $2,500 | 12.3 | ||
| Ishares Russell 1000 Growth ETF (IWF) | $15,001 - $50,000 | $201 - $1,000 | 12.4 | ||
| First Trust Low Duration Opportunities ETF (LMBS) | $1,001 - $15,000 | $201 - $1,000 | 12.5 | ||
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $1,001 - $15,000 | $201 - $1,000 | 12.6 | ||
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $1,001 - $15,000 | None (or less than $201) | 12.7 | ||
| GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | $201 - $1,000 | 12.8 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $15,001 - $50,000 | $201 - $1,000 | 12.9 | ||
| Catalyst/Millburn Hedge Strategy Fund Class I Shares (MBXIX) | $1,001 - $15,000 | $201 - $1,000 | 12.10 | ||
| Madison Mid Cap Fund Mid Cap Fund Class I (MDCIX) | $15,001 - $50,000 | $201 - $1,000 | 12.11 | ||
| PGIM Total Return Bond Fund Class Z Shares (PDBZX) | $15,001 - $50,000 | $1,001 - $2,500 | 12.12 | ||
| Thornburg Limited Term Income Fund Class I Shares (THIIX) | $1,001 - $15,000 | $1,001 - $2,500 | 12.13 | ||
| Alternatives account | 13 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 13.1 | ||
| BBS23-AIP Alternative Lending Fund A (fund invests in alternative lending securities) | $50,001 - $100K | $5,001 - $15,000 | 13.2 | ||
| BCJ25-Blackstone Private Credit Fund BCRED (fund invests in senior secured loans) | $250K - $500K | $15,001 - $50,000 | 13.3 | ||
| BCS43-Blue Owl RE NLP Fund P LP (fund invests in real estate) | $250K - $500K | $15,001 - $50,000 | 13.4 | ||
| BDP21-Starwood Credit REIT Cl I (REIT invests in loans and debt secured by CRE) | $100K - $250K | $15,001 - $50,000 | 13.5 | ||
| BDU25-Riverview Omni LP E2 (multi-manager hedge fund) | $250K - $500K | None (or less than $201) | 13.6 | ||
| Transaction acct | 14 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 14.1 | ||
| JPMorgan Prime Money Market Fund Capital Shares (CJPXX) | $100K - $250K | $5,001 - $15,000 | 14.2 | ||
| cash | None (or less than $1,001) | 14.3 | |||
| Managed account | 15 | ||||
| U.S. brokerage account (Cash) | $15,001 - $50,000 | None (or less than $201) | 15.1 | ||
| AAON AAON INC | $1,001 - $15,000 | None (or less than $201) | 15.2 | ||
| AIR A A R CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.3 | ||
| ABBNY ABB LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.4 | ||
| AAGIY AIA GROUP LTD SPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.5 | ||
| T AT&T Inc | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.6 | |
| ASX ASE TECHNOLOGY HLDG CO LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.7 | ||
| ABBV ABBVIE INC COM | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.8 | |
| AYI ACUITY BRANDS INC | $1,001 - $15,000 | None (or less than $201) | 15.9 | ||
| ADDYY Adidas AG | $1,001 - $15,000 | None (or less than $201) | 15.10 | ||
| ADYEY ADYEN N V UNSPONSRED ADR | $1,001 - $15,000 | None (or less than $201) | 15.11 | ||
| AEIS ADVANCED ENERGY IND INC | $1,001 - $15,000 | None (or less than $201) | 15.12 | ||
| A AGILENT TECHNOLOGIES | $1,001 - $15,000 | None (or less than $201) | 15.13 | ||
| AGYS AGILYSYS INC | $1,001 - $15,000 | None (or less than $201) | 15.14 | ||
| ABNB AIRBNB INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.15 | ||
| AKBTY AKBANK TURK ANONIM SIRKETI ADR | $1,001 - $15,000 | None (or less than $201) | 15.16 | ||
| AKAM AKAMAI TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) | 15.17 | ||
| ALRM ALARM COM HLDGS INC COM | $1,001 - $15,000 | None (or less than $201) | 15.18 | ||
| AIN ALBANY INTL A NEW | $1,001 - $15,000 | None (or less than $201) | 15.19 | ||
| ALB ALBEMARLE CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.20 | ||
| ARE ALEXANDRIA REAL ESTATE EQ INC | $1,001 - $15,000 | None (or less than $201) | 15.21 | ||
| BABA ALIBABA GROUP HLDG LTD | $1,001 - $15,000 | None (or less than $201) | 15.22 | ||
| ALGN ALIGN TECHNOLOGY | $1,001 - $15,000 | None (or less than $201) | 15.23 | ||
| ALSN ALLISON TRANSMN HLDGS INC | $1,001 - $15,000 | None (or less than $201) | 15.24 | ||
| ALL ALLSTATE CORP | $1,001 - $15,000 | None (or less than $201) | 15.25 | ||
| ALNY ALNYLAM PHARMACEUTICALS INC | $1,001 - $15,000 | None (or less than $201) | 15.26 | ||
| GOOGL ALPHABET INC CL A | $50,001 - $100K | None (or less than $201) | 15.27 | ||
| AMZN MAZON COM INC | $15,001 - $50,000 | None (or less than $201) | 15.28 | ||
| ABEV AMBEV S A SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.29 | ||
| COR Cencora Inc | $1,001 - $15,000 | None (or less than $201) | 15.30 | ||
| AMP AMERIPRISE FINCL INC | $1,001 - $15,000 | None (or less than $201) | 15.31 | ||
| AMGN Amgen Inc | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.32 | |
| AMKR AMKOR TECHNOLOGY INC | $1,001 - $15,000 | None (or less than $201) | 15.33 | ||
| ADI ANALOG DEVICES INC | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.34 | |
| NGLOY ANGLO AMERN PLC SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.35 | ||
| AAPL Apple Inc | $1,001 - $15,000 | None (or less than $201) | 15.36 | ||
| AMAT Applied Materials Inc | $1,001 - $15,000 | None (or less than $201) | 15.37 | ||
| APP APPLOVIN CORP | $1,001 - $15,000 | None (or less than $201) | 15.38 | ||
| AROC ARCHROCK INC | $1,001 - $15,000 | None (or less than $201) | 15.39 | ||
| ARES ARES MANAGEMENT CORP - A | $1,001 - $15,000 | None (or less than $201) | 15.40 | ||
| ARGX ARGENX SE ADR | $1,001 - $15,000 | None (or less than $201) | 15.41 | ||
| ANET ARISTA NETWORKS INC | $1,001 - $15,000 | None (or less than $201) | 15.42 | ||
| ASCCY ASICS CORP ADR | $1,001 - $15,000 | None (or less than $201) | 15.43 | ||
| AZN ASTRAZENECA PLC ADR | $1,001 - $15,000 | None (or less than $201) | 15.44 | ||
| ATLKY ATLAS COPCO AS A ADR A NEW | $1,001 - $15,000 | None (or less than $201) | 15.45 | ||
| ATO ATMOS ENERGY CP | $1,001 - $15,000 | None (or less than $201) | 15.46 | ||
| AZO AUTOZONE INC | $1,001 - $15,000 | None (or less than $201) | 15.47 | ||
| AVT Avnet Inc | $1,001 - $15,000 | None (or less than $201) | 15.48 | ||
| AX AXOS FINL INC | $1,001 - $15,000 | None (or less than $201) | 15.49 | ||
| BAESY BAE SYS PLC SPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.50 | ||
| BDOUY BDO UNIBANK INC SPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.51 | ||
| BCPC BALCHEM CP | $1,001 - $15,000 | None (or less than $201) | 15.52 | ||
| BBVA BANCO BILBAO VIZ ARG SA ADS | $1,001 - $15,000 | None (or less than $201) | 15.53 | ||
| BKKLY BANGKOK BK PLC | $1,001 - $15,000 | None (or less than $201) | 15.54 | ||
| BK BANK OF NEW YORK MELLON CORP | $1,001 - $15,000 | None (or less than $201) | 15.55 | ||
| GOLD Barrick Gold Corp | $1,001 - $15,000 | None (or less than $201) | 15.56 | ||
| BBWI BATH & BODY WORKS INC | $1,001 - $15,000 | None (or less than $201) | 15.57 | ||
| BKGFY BERKELEY GROUP HLDGS PLC ADR | $1,001 - $15,000 | None (or less than $201) | 15.58 | ||
| BDVSY BIDVEST GROUP LTD SPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.59 | ||
| BILL BILL HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) | 15.60 | ||
| BLFS BIOLIFE SOLUTIONS INC | $1,001 - $15,000 | None (or less than $201) | 15.61 | ||
| TECH BIO-TECHNE CORP | $1,001 - $15,000 | None (or less than $201) | 15.62 | ||
| BLKB BLACKBAUD INC | $1,001 - $15,000 | None (or less than $201) | 15.63 | ||
| BL BLACKLINE INC | $1,001 - $15,000 | None (or less than $201) | 15.64 | ||
| BX Blackstone Inc | $1,001 - $15,000 | None (or less than $201) | 15.65 | ||
| BLK BLACKROCK INC | $1,001 - $15,000 | None (or less than $201) | 15.66 | ||
| BAH BOOZ ALLEN HAMILTON HLDG CL-A | $1,001 - $15,000 | None (or less than $201) | 15.67 | ||
| BWA BORG WARNER INC | $1,001 - $15,000 | None (or less than $201) | 15.68 | ||
| BXP BXP INC | $1,001 - $15,000 | None (or less than $201) | 15.69 | ||
| BOX BOX,INC. CL A | $1,001 - $15,000 | None (or less than $201) | 15.70 | ||
| BXBLY BRAMBLES LTD SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.71 | ||
| BNTGY BRENNTAG SE ADR | $1,001 - $15,000 | None (or less than $201) | 15.72 | ||
| BFAM BRIGHT HORIZONS FAMILY SOLUT | $1,001 - $15,000 | None (or less than $201) | 15.73 | ||
| BTI BRITISH AMER TOB SPON ADR | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.74 | |
| BR BROADRIDGE FIN SOLU.LLC | $1,001 - $15,000 | None (or less than $201) | 15.75 | ||
| AZTA AZENTA INC | $1,001 - $15,000 | None (or less than $201) | 15.76 | ||
| BURL BURLINGTON STORES INC | $1,001 - $15,000 | None (or less than $201) | 15.77 | ||
| CBZ CBIZ INC | $1,001 - $15,000 | None (or less than $201) | 15.78 | ||
| CBRE CBRE GROUP INC - A | $1,001 - $15,000 | None (or less than $201) | 15.79 | ||
| CF CF INDUSTRIES HOLDINGS,INC | $1,001 - $15,000 | None (or less than $201) | 15.80 | ||
| CME CME Group Inc | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.81 | |
| CSX CSX CORP | $1,001 - $15,000 | None (or less than $201) | 15.82 | ||
| CTS CTS CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.83 | ||
| CBT CABOT CORP | $1,001 - $15,000 | None (or less than $201) | 15.84 | ||
| CDNS CADENCE DESIGN SYSTEM | $1,001 - $15,000 | None (or less than $201) | 15.85 | ||
| CP CANADIAN PACIFIC KANSAS CITY | $1,001 - $15,000 | None (or less than $201) | 15.86 | ||
| CKHGY CAPITEC BANK HOLDINGS LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.87 | ||
| CAH CARDINAL HEALTH INC | $1,001 - $15,000 | None (or less than $201) | 15.88 | ||
| CARR CARRIER GLOBAL CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.89 | ||
| CVNA CARVANA CO CL A | $1,001 - $15,000 | None (or less than $201) | 15.90 | ||
| CWST CASELLA WASTE SYS INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.91 | ||
| CAVA CAVA GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.92 | ||
| CELH CELSIUS HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) | 15.93 | ||
| CX CEMEX SAB DE CV | $1,001 - $15,000 | None (or less than $201) | 15.94 | ||
| CNC CENTENE CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.95 | ||
| CERT CERTARA INC | $1,001 - $15,000 | None (or less than $201) | 15.96 | ||
| CRL CHARLES RIVER LABS INTL INC | $1,001 - $15,000 | None (or less than $201) | 15.97 | ||
| CAKE CHEESE CAKE FACTORY INC | $1,001 - $15,000 | None (or less than $201) | 15.98 | ||
| LNG CHENIERE ENERGY INC NEW | $1,001 - $15,000 | None (or less than $201) | 15.99 | ||
| CIHKY CHINA MERCHANTS BK CO LTD UNSP | $1,001 - $15,000 | None (or less than $201) | 15.100 | ||
| CMG CHIPOTLE MEXICAN GRILL INC COM | $1,001 - $15,000 | None (or less than $201) | 15.101 | ||
| CLX Clorox Co | $1,001 - $15,000 | None (or less than $201) | 15.102 | ||
| NET CLOUDFLARE INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.103 | ||
| COIN COINBASE GLOBAL INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.104 | ||
| CL COLGATE PALMOLIVE CO | $1,001 - $15,000 | None (or less than $201) | 15.105 | ||
| CFRUY COMPAGNIE FIN RICHEMONTAG ADR | $1,001 - $15,000 | None (or less than $201) | 15.106 | ||
| CCU COMP CERVEC UNIDAS SA SPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.107 | ||
| CMPGY COMPASS GROUP PLC SPD ADR | $1,001 - $15,000 | None (or less than $201) | 15.108 | ||
| CNMD CONMED CORP | $1,001 - $15,000 | None (or less than $201) | 15.109 | ||
| CEG Constellation Energy Corp | $1,001 - $15,000 | None (or less than $201) | 15.110 | ||
| ROAD CONSTRUCTION PARTNERS INC C- A | $1,001 - $15,000 | None (or less than $201) | 15.111 | ||
| CLB CORE LABORATORIES INC | $1,001 - $15,000 | None (or less than $201) | 15.112 | ||
| CDP COPT DEFENSE PROPERTIES SH BEN | $1,001 - $15,000 | None (or less than $201) | 15.113 | ||
| CPNG COUPANG INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.114 | ||
| CBRL CRACKER BARREL OLD CTRY STORE | $1,001 - $15,000 | None (or less than $201) | 15.115 | ||
| CCI Crown Castle Inc | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.116 | |
| CMI CUMMINS INC | $1,001 - $15,000 | None (or less than $201) | 15.117 | ||
| DHI D R HORTON INC | $1,001 - $15,000 | None (or less than $201) | 15.118 | ||
| DHR DANAHER CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.119 | ||
| DANOY DANONE SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.120 | ||
| DRI DARDEN RESTAURANTS | $1,001 - $15,000 | None (or less than $201) | 15.121 | ||
| DAR DARLING INGREDIENTS INC | $1,001 - $15,000 | None (or less than $201) | 15.122 | ||
| DDOG DATADOG INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.123 | ||
| DVA DAVITA INC | $1,001 - $15,000 | None (or less than $201) | 15.124 | ||
| DECK DECKERS OUTDOOR CORP | $1,001 - $15,000 | None (or less than $201) | 15.125 | ||
| DELL DELL TECHNOLOGIES INC CL C | $1,001 - $15,000 | None (or less than $201) | 15.126 | ||
| DSGX DESCARTES SYSTEMS GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.127 | ||
| DBOEY DEUTSCHE BOERSE AG UNSPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.128 | ||
| DTEGY DEUTSCHE TELEKOM AG ADR | $1,001 - $15,000 | None (or less than $201) | 15.129 | ||
| DXCM DEXCOM INC | $1,001 - $15,000 | None (or less than $201) | 15.130 | ||
| DEO DIAGEO PLC SPON ADR NEW | $1,001 - $15,000 | None (or less than $201) | 15.131 | ||
| DKS DICKS SPORTING GOODS INC | $1,001 - $15,000 | None (or less than $201) | 15.132 | ||
| DGII DIGI INTL INC | $1,001 - $15,000 | None (or less than $201) | 15.133 | ||
| DIOD DIODES INC | $1,001 - $15,000 | None (or less than $201) | 15.134 | ||
| DOCU DOCUSIGN INC | $1,001 - $15,000 | None (or less than $201) | 15.135 | ||
| DPZ DOMINOS PIZZA INC | $1,001 - $15,000 | None (or less than $201) | 15.136 | ||
| DCI DONALDSON CO INC | $1,001 - $15,000 | None (or less than $201) | 15.137 | ||
| DASH DOORDASH INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.138 | ||
| DORM DORMAN PRODUCTS, INC | $1,001 - $15,000 | None (or less than $201) | 15.139 | ||
| DV DOUBLEVERIFY HLDGS INC | $1,001 - $15,000 | None (or less than $201) | 15.140 | ||
| DUOL DUOLINGO INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.141 | ||
| DT DYNATRACE INC | $1,001 - $15,000 | None (or less than $201) | 15.142 | ||
| EDPFY EDP ENERGIAS DE PORTGUAL SA | $1,001 - $15,000 | None (or less than $201) | 15.143 | ||
| ELF E.L.F BEAUTY INC | $1,001 - $15,000 | None (or less than $201) | 15.144 | ||
| EMN EASTMAN CHEMICAL COMPANY | $1,001 - $15,000 | None (or less than $201) | 15.145 | ||
| EBAY EBAY INC | $1,001 - $15,000 | None (or less than $201) | 15.146 | ||
| ECL ECOLAB INC | $1,001 - $15,000 | None (or less than $201) | 15.147 | ||
| EME EMCOR GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.148 | ||
| ENS ENERSYS | $1,001 - $15,000 | None (or less than $201) | 15.149 | ||
| ENPH ENPHASE ENERGY | $1,001 - $15,000 | None (or less than $201) | 15.150 | ||
| ENTG ENTEGRIS INC | $1,001 - $15,000 | None (or less than $201) | 15.151 | ||
| EFSC ENTERPRISE FINCL SVCS CORP | $1,001 - $15,000 | None (or less than $201) | 15.152 | ||
| PLUS EPLUS INC | $1,001 - $15,000 | None (or less than $201) | 15.153 | ||
| EQH EQUITABLE HLDGS INC | $1,001 - $15,000 | None (or less than $201) | 15.154 | ||
| ESE ESCO TECHNOLOGIES | $1,001 - $15,000 | None (or less than $201) | 15.155 | ||
| ESS ESSEX PROPERTY TRUST INC | $1,001 - $15,000 | None (or less than $201) | 15.156 | ||
| EGFEY EUROBANK ERGASIAS SVCS & HLDGS | $1,001 - $15,000 | None (or less than $201) | 15.157 | ||
| EXEL EXELIXIS INC | $1,001 - $15,000 | None (or less than $201) | 15.158 | ||
| EXLS EXLSERVICE HLDGS INC | $1,001 - $15,000 | None (or less than $201) | 15.159 | ||
| EXPE EXPEDIA GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.160 | ||
| EXPO EXPONENT INC | $1,001 - $15,000 | None (or less than $201) | 15.161 | ||
| XOM Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.162 | |
| FDS FACTSET RESEARCH SYSTEMS INC | $1,001 - $15,000 | None (or less than $201) | 15.163 | ||
| FICO FAIR ISAAC & CO INC | $1,001 - $15,000 | None (or less than $201) | 15.164 | ||
| FANUY FANUC CORPORATION UNSP ADR | $1,001 - $15,000 | None (or less than $201) | 15.165 | ||
| FRME FIRST MERCHANTS CORP | $1,001 - $15,000 | None (or less than $201) | 15.166 | ||
| FSV FIRSTSERVICE CORP | $1,001 - $15,000 | None (or less than $201) | 15.167 | ||
| FCFS FIRSTCASH HLDGS INC | $1,001 - $15,000 | None (or less than $201) | 15.168 | ||
| FLS FLOWSERVE CORP | $1,001 - $15,000 | None (or less than $201) | 15.169 | ||
| FMX FOMENTO ECONOMICO MEXICANO | $1,001 - $15,000 | None (or less than $201) | 15.170 | ||
| FORM FORMFACTOR INC | $1,001 - $15,000 | None (or less than $201) | 15.171 | ||
| FBIN FORTUNE BRANDS INNOVATIONS INC | $1,001 - $15,000 | None (or less than $201) | 15.172 | ||
| FCPT FOUR CORNERS PPTY TR INC | $1,001 - $15,000 | None (or less than $201) | 15.173 | ||
| FOXF FOX FACTORY HOLDING CORP | $1,001 - $15,000 | None (or less than $201) | 15.174 | ||
| FELE FRANKLIN ELECTRIC CO | $1,001 - $15,000 | None (or less than $201) | 15.175 | ||
| FCX FREEPORT-MCMORAN CL-B | $1,001 - $15,000 | None (or less than $201) | 15.176 | ||
| FUPBY FUCHS SE ADR | $1,001 - $15,000 | None (or less than $201) | 15.177 | ||
| YMM FULL TRUCK ALLIANCE CO LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.178 | ||
| GATX GATX CORP | $1,001 - $15,000 | None (or less than $201) | 15.179 | ||
| GXYYY GALAXY ENTMT GROUP LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.180 | ||
| AJG GALLAGHER ARTHUR J & CO | $1,001 - $15,000 | None (or less than $201) | 15.181 | ||
| IT GARTNER INC | $1,001 - $15,000 | None (or less than $201) | 15.182 | ||
| GNRC GENERAC HLDGS INC COM | $1,001 - $15,000 | None (or less than $201) | 15.183 | ||
| GD GENL DYNAMICS CORP | $1,001 - $15,000 | None (or less than $201) | 15.184 | ||
| GE GE AEROSPACE NEW | $1,001 - $15,000 | None (or less than $201) | 15.185 | ||
| GVDNY GIVAUDAN SA ADR | $1,001 - $15,000 | None (or less than $201) | 15.186 | ||
| GTLB GITLAB INC CLASS A | $1,001 - $15,000 | None (or less than $201) | 15.187 | ||
| GPN GLOBAL PAYMENT INC | $1,001 - $15,000 | None (or less than $201) | 15.188 | ||
| GMED GLOBUS MEDICAL INC A | $1,001 - $15,000 | None (or less than $201) | 15.189 | ||
| GDDY GODADDY INC. | $1,001 - $15,000 | None (or less than $201) | 15.190 | ||
| GS GOLDMAN SACHS GRP INC | $15,001 - $50,000 | $201 - $1,000 | Dividends | 15.191 | |
| GOFPY GREEK ORGANISATION OF FOOTBALL | $1,001 - $15,000 | None (or less than $201) | 15.192 | ||
| GO GROCERY OUTLET HLDG CORP | $1,001 - $15,000 | None (or less than $201) | 15.193 | ||
| GBOOY GRUPO FINANCIERO BANORTE SAB | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.194 | |
| GWRE GUIDEWIRE SOFTWARE INC | $1,001 - $15,000 | None (or less than $201) | 15.195 | ||
| HDB HDFC BANK LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.196 | ||
| HPQ HP INC COM | $1,001 - $15,000 | None (or less than $201) | 15.197 | ||
| HLN HALEON PLC ADR | $1,001 - $15,000 | None (or less than $201) | 15.198 | ||
| HLNE HAMILTON LANE CL A | $1,001 - $15,000 | None (or less than $201) | 15.199 | ||
| HQY HEALTHEQUITY INC COM | $1,001 - $15,000 | None (or less than $201) | 15.200 | ||
| HEINY HEINEKEN NV SPN ADR | $1,001 - $15,000 | None (or less than $201) | 15.201 | ||
| HP HELMERICH & PAYNE | $1,001 - $15,000 | None (or less than $201) | 15.202 | ||
| HENKY HENKEL AG & CO KGAA | $1,001 - $15,000 | None (or less than $201) | 15.203 | ||
| HESAY HERMES INTL SCA UNSPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.204 | ||
| HES HESS CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.205 | ||
| HXL HEXCEL CORP NEW | $1,001 - $15,000 | None (or less than $201) | 15.206 | ||
| HIMX HIMAX TECHNOLOGIES, INC. | $1,001 - $15,000 | None (or less than $201) | 15.207 | ||
| HD Home Depot Inc | $15,001 - $50,000 | $201 - $1,000 | Dividends | 15.208 | |
| HON HONEYWELL INTL INC | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.209 | |
| HNGKY HONGKONG LAND HLDGS LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.210 | ||
| HMN HORACE MANN EDUCATORS CP | $1,001 - $15,000 | None (or less than $201) | 15.211 | ||
| HLI HOULIHAN LOKEY INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.212 | ||
| HOCPY HOYA CORP SPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.213 | ||
| HUBS HUBSPOT, INC. | $1,001 - $15,000 | None (or less than $201) | 15.214 | ||
| HUM HUMANA INC | $1,001 - $15,000 | None (or less than $201) | 15.215 | ||
| HII HUNTINGTON INGALLS INDUSTRIES | $1,001 - $15,000 | None (or less than $201) | 15.216 | ||
| IBN ICICI BANK LTD | $1,001 - $15,000 | None (or less than $201) | 15.217 | ||
| IDXX IDEXX LABS | $1,001 - $15,000 | None (or less than $201) | 15.218 | ||
| ILMN Illumina Inc | $1,001 - $15,000 | None (or less than $201) | 15.219 | ||
| IMO IMPERIAL OIL LTD COM NEW | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.220 | |
| INCY INCYTE CORP | $1,001 - $15,000 | None (or less than $201) | 15.221 | ||
| IDEXY INDUSTRIA DE DISENO TEXTIL IND | $1,001 - $15,000 | None (or less than $201) | 15.222 | ||
| IDCBY INDUSTRIAL & COML BK CHINA ADR | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.223 | |
| INFY INFOSYS LIMITED ADR | $1,001 - $15,000 | None (or less than $201) | 15.224 | ||
| PODD INSULET CORP | $1,001 - $15,000 | None (or less than $201) | 15.225 | ||
| ITGR INTEGER HOLDINGS CORP | $1,001 - $15,000 | None (or less than $201) | 15.226 | ||
| ICE INTERCONTINENTAL EXCHANGE INC | $1,001 - $15,000 | None (or less than $201) | 15.227 | ||
| ISNPY INTESA SANPAOLO S.P.A. ADR | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.228 | |
| INTU INTUIT INC | $1,001 - $15,000 | None (or less than $201) | 15.229 | ||
| ISRG INTUITIVE SURGICAL INC | $1,001 - $15,000 | None (or less than $201) | 15.230 | ||
| IQV IQVIA Holdings Inc | $1,001 - $15,000 | None (or less than $201) | 15.231 | ||
| ITUB ITAU UNIBANCO MULTIPLE ADR | $1,001 - $15,000 | None (or less than $201) | 15.232 | ||
| IIIV I3 VERTICALS INC COM CL A | $1,001 - $15,000 | None (or less than $201) | 15.233 | ||
| JJSF J&J SNACK FOODS | $1,001 - $15,000 | None (or less than $201) | 15.234 | ||
| JPM JPMorgan Chase & Co | $15,001 - $50,000 | $201 - $1,000 | Dividends | 15.235 | |
| JMHLY JARDINE MATHESON HLDGS LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.236 | ||
| JNJ JOHNSON & JOHNSON | $15,001 - $50,000 | $201 - $1,000 | Dividends | 15.237 | |
| KB KB FINANCIAL GRP INC SONS ADR | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.238 | |
| KLAC KLA CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.239 | ||
| KKR KKR & CO INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.240 | ||
| KT KT CORP SPON ADR | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.241 | |
| KNSL KINSALE CAP GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.242 | ||
| KMTUY KOMATSU LTD SPON ADR NEW | $1,001 - $15,000 | None (or less than $201) | 15.243 | ||
| KOS KOSMOS ENERGY LTD | $1,001 - $15,000 | None (or less than $201) | 15.244 | ||
| LKQ LKQ CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.245 | ||
| LRLCY L OREAL CO ADR | $1,001 - $15,000 | None (or less than $201) | 15.246 | ||
| LVMUY LVMH MOET HENNESSY LOUIS VUITT | $1,001 - $15,000 | None (or less than $201) | 15.247 | ||
| LH Labcorp Holdings Inc | $1,001 - $15,000 | None (or less than $201) | 15.248 | ||
| LGRDY LEGRAND SA | $1,001 - $15,000 | None (or less than $201) | 15.249 | ||
| LMAT LEMAITRE VASCULAR INC | $1,001 - $15,000 | None (or less than $201) | 15.250 | ||
| LNVGY LENOVO GROUP LTD SPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.251 | ||
| LFUS LITTELFUSE INC | $1,001 - $15,000 | None (or less than $201) | 15.252 | ||
| LYV LIVE NATION ENTERTAINMENT INC | $1,001 - $15,000 | None (or less than $201) | 15.253 | ||
| LYG Lloyds Banking Group PLC | $1,001 - $15,000 | None (or less than $201) | 15.254 | ||
| LNSTY LONDON STK EXCHANGE GROUP ADR | $1,001 - $15,000 | None (or less than $201) | 15.255 | ||
| MTB M&T Bank Corp | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.256 | |
| MSADY MS&AD INS GROUP HLDGS ADR | $1,001 - $15,000 | None (or less than $201) | 15.257 | ||
| MSCI MSCI INC COM | $1,001 - $15,000 | None (or less than $201) | 15.258 | ||
| MANH MANHATTAN ASSOC INC | $1,001 - $15,000 | None (or less than $201) | 15.259 | ||
| CART MAPLEBEAR INC | $1,001 - $15,000 | None (or less than $201) | 15.260 | ||
| MRTN MARTEN TRANSPORT LTD | $1,001 - $15,000 | None (or less than $201) | 15.261 | ||
| MRVL MARVELL TECHNOLOGY INC | $1,001 - $15,000 | None (or less than $201) | 15.262 | ||
| MAS MASCO CORP | $1,001 - $15,000 | None (or less than $201) | 15.263 | ||
| MCD MC DONALDS CORP | $1,001 - $15,000 | None (or less than $201) | 15.264 | ||
| MELI MERCADOLIBRE INC | $1,001 - $15,000 | None (or less than $201) | 15.265 | ||
| MKKGY MERCK KGAA SPD ADR | $1,001 - $15,000 | None (or less than $201) | 15.266 | ||
| MRK MERCK & CO INC NEW COM | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.267 | |
| MTH MERITAGE HOME CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.268 | ||
| MLAB MESA LABORATORIES INC | $1,001 - $15,000 | None (or less than $201) | 15.269 | ||
| MSFT Microsoft Corp | $15,001 - $50,000 | None (or less than $201) | 15.270 | ||
| MIELY MITSUBISHI ELECTRIC ADR | $1,001 - $15,000 | None (or less than $201) | 15.271 | ||
| MUFG MITSUBISHI UFJ FINCL GRP ADS | $1,001 - $15,000 | None (or less than $201) | 15.272 | ||
| MOH MOLINA HEALTHCARE INC | $1,001 - $15,000 | None (or less than $201) | 15.273 | ||
| MPWR MONOLITHIC PWR SYSTEMS INC | $1,001 - $15,000 | None (or less than $201) | 15.274 | ||
| MONOY MONOTARO CO LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.275 | ||
| MOG'A MOOG INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.276 | ||
| MUR MURPHY OIL CORP | $1,001 - $15,000 | None (or less than $201) | 15.277 | ||
| NVEE NV5 GLOBAL INC | $1,001 - $15,000 | None (or less than $201) | 15.278 | ||
| NOV NOV INC | $1,001 - $15,000 | None (or less than $201) | 15.279 | ||
| NTRA NATERA INC COM | $1,001 - $15,000 | None (or less than $201) | 15.280 | ||
| NBGRY NATIONAL BANK OF GREECE ADR | $1,001 - $15,000 | None (or less than $201) | 15.281 | ||
| NEOG NEOGEN CORP | $1,001 - $15,000 | None (or less than $201) | 15.282 | ||
| NSRGY NESTLE SPON ADR REP REG SHR | $1,001 - $15,000 | None (or less than $201) | 15.283 | ||
| NTAP NETAPP INC COM | $1,001 - $15,000 | None (or less than $201) | 15.284 | ||
| NTES NETEASE.COM INC ADS | $1,001 - $15,000 | None (or less than $201) | 15.285 | ||
| NEM Newmont Corporation | $1,001 - $15,000 | None (or less than $201) | 15.286 | ||
| NXT NEXTRACKER INC CLASS A | $1,001 - $15,000 | None (or less than $201) | 15.287 | ||
| NEE Nextera Energy Inc | $1,001 - $15,000 | None (or less than $201) | 15.288 | ||
| NHNKY NIHON KOHDEN CORP UNSPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.289 | ||
| NRILY NOMURA RESH INST LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.290 | ||
| NTRS NORTHERN TRUST CORP | $1,001 - $15,000 | None (or less than $201) | 15.291 | ||
| NOC NORTHROP GRUMMAN CP(HLDG CO) | $1,001 - $15,000 | None (or less than $201) | 15.292 | ||
| NOVT NOVANTA INC | $1,001 - $15,000 | None (or less than $201) | 15.293 | ||
| NVO NOVO NORDISK A/S ADR | $1,001 - $15,000 | None (or less than $201) | 15.294 | ||
| NTNX NUTANIX INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.295 | ||
| NVDA NVIDIA CORPORATION | $15,001 - $50,000 | None (or less than $201) | 15.296 | ||
| NTR Nutrien Ltd | $1,001 - $15,000 | None (or less than $201) | 15.297 | ||
| OII OCEANEERING INTL INC | $1,001 - $15,000 | None (or less than $201) | 15.298 | ||
| OKTA OKTA, INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.299 | ||
| OLLI OLLIES BARGAIN OUTLET HLDG INC | $1,001 - $15,000 | None (or less than $201) | 15.300 | ||
| OLYMY OLYMPUS CORP ADR | $1,001 - $15,000 | None (or less than $201) | 15.301 | ||
| ON ON SEMICONDUCTOR CORP | $1,001 - $15,000 | None (or less than $201) | 15.302 | ||
| OGS ONE GAS INC | $1,001 - $15,000 | None (or less than $201) | 15.303 | ||
| OKE ONEOK Inc | $1,001 - $15,000 | None (or less than $201) | 15.304 | ||
| ONTO ONTO INNOVATION INC | $1,001 - $15,000 | None (or less than $201) | 15.305 | ||
| OPCH OPTION CARE HEALTH INC | $1,001 - $15,000 | None (or less than $201) | 15.306 | ||
| ORKLY ORKLA ADR A SHS | $1,001 - $15,000 | None (or less than $201) | 15.307 | ||
| OTIS OTIS WORLDWIDE CORP | $1,001 - $15,000 | None (or less than $201) | 15.308 | ||
| PPG PPG INDUSTRIES INC | $1,001 - $15,000 | None (or less than $201) | 15.309 | ||
| PPERY PT BK MANDIRI PERSERO TBK UNSP | $1,001 - $15,000 | None (or less than $201) | 15.310 | ||
| PBCRY PT BK CENT ASIA TBK ADR | $1,001 - $15,000 | None (or less than $201) | 15.311 | ||
| PLTR PALANTIR TECHNOLOGIES INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.312 | ||
| PLMR PALOMAR HLDGS INC | $1,001 - $15,000 | None (or less than $201) | 15.313 | ||
| PSN PARSONS CORP | $1,001 - $15,000 | None (or less than $201) | 15.314 | ||
| PAYC PAYCOM SOFTWARE INC | $1,001 - $15,000 | None (or less than $201) | 15.315 | ||
| PEB PEBBLEBROOK HOTEL TR COM | $1,001 - $15,000 | None (or less than $201) | 15.316 | ||
| PEGA PEGASYSTEMS INC | $1,001 - $15,000 | None (or less than $201) | 15.317 | ||
| PRNDY PERNOD RICARD SA ADR | $1,001 - $15,000 | None (or less than $201) | 15.318 | ||
| PBR PETROLEO BRASILEIRO SA | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.319 | |
| PM PHILIP MORRIS INTL INC | $1,001 - $15,000 | None (or less than $201) | 15.320 | ||
| PDD PDD HOLDINGS INC ADR | $1,001 - $15,000 | None (or less than $201) | 15.321 | ||
| PNFP PINNACLE FINCL PARTNERS INC | $1,001 - $15,000 | None (or less than $201) | 15.322 | ||
| PLXS PLEXUS CORP | $1,001 - $15,000 | None (or less than $201) | 15.323 | ||
| BPOP POPULAR INC COM NEW | $1,001 - $15,000 | None (or less than $201) | 15.324 | ||
| PWCDF POWER CORP CANADA LTD | $1,001 - $15,000 | None (or less than $201) | 15.325 | ||
| PG PROCTER & GAMBLE | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.326 | |
| PCOR PROCORE TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) | 15.327 | ||
| PGR PROGRESSIVE CORP OHIO | $1,001 - $15,000 | None (or less than $201) | 15.328 | ||
| PLD PROLOGIS INC COM | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.329 | |
| PROSY PROSUS N V SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.330 | ||
| PRYMY PRYSMIAN S P A MILANO ADR | $1,001 - $15,000 | None (or less than $201) | 15.331 | ||
| PUBGY PUBLICIS GROUPE SA ADR | $1,001 - $15,000 | None (or less than $201) | 15.332 | ||
| PSTG PURE STORAGE INC CLASS A | $1,001 - $15,000 | None (or less than $201) | 15.333 | ||
| RJF RAYMOND JAMES FINCL INC | $1,001 - $15,000 | None (or less than $201) | 15.334 | ||
| RBC RBC BEARINGS INC | $1,001 - $15,000 | None (or less than $201) | 15.335 | ||
| RBGLY RECKITT BENCKISER PLC SPNS ADR | $1,001 - $15,000 | None (or less than $201) | 15.336 | ||
| RGA REINSURANCE GROUP OF AMERICA | $1,001 - $15,000 | None (or less than $201) | 15.337 | ||
| RELX RELX PLC SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.338 | ||
| RTO RENTOKIL INITIAL PLC ADR | $1,001 - $15,000 | None (or less than $201) | 15.339 | ||
| RBLX ROBLOX CORP CL A | $1,001 - $15,000 | None (or less than $201) | 15.340 | ||
| ROK ROCKWELL AUTOMATION INC | $1,001 - $15,000 | None (or less than $201) | 15.341 | ||
| ROST Ross Stores Inc | $1,001 - $15,000 | None (or less than $201) | 15.342 | ||
| SHEL SHELL PLC ADR | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.343 | |
| RYAN RYAN SPECIALTY HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) | 15.344 | ||
| R RYDER SYSTEMS INC | $1,001 - $15,000 | None (or less than $201) | 15.345 | ||
| SMCAY SMC CORP JAPAN SPONSORED ADR | $1,001 - $15,000 | None (or less than $201) | 15.346 | ||
| SPSC SPS COMMERCE INC | $1,001 - $15,000 | None (or less than $201) | 15.347 | ||
| SPXC SPX TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) | 15.348 | ||
| SABR SABRE CORP COM | $1,001 - $15,000 | None (or less than $201) | 15.349 | ||
| SAFRY Safran SA | $1,001 - $15,000 | None (or less than $201) | 15.350 | ||
| SNY SANOFI ADR | $1,001 - $15,000 | None (or less than $201) | 15.351 | ||
| SAP SAP AG | $1,001 - $15,000 | None (or less than $201) | 15.352 | ||
| SLB SCHLUMBERGER LTD | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.353 | |
| SBGSY SCHNEIDER ELEC SA UNSP ADR | $1,001 - $15,000 | None (or less than $201) | 15.354 | ||
| SNDR SCHNEIDER NATIONAL INC CL B | $1,001 - $15,000 | None (or less than $201) | 15.355 | ||
| SMG THE SCOTTS MIRACLE-GRO COMPANY | $1,001 - $15,000 | None (or less than $201) | 15.356 | ||
| SE SEA LIMITED ADR | $1,001 - $15,000 | None (or less than $201) | 15.357 | ||
| SEE SEALED AIR CP NEW | $1,001 - $15,000 | None (or less than $201) | 15.358 | ||
| SOMLY SECOM LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.359 | ||
| SRE SEMPRA | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.360 | |
| NOW SERVICENOW INC | $1,001 - $15,000 | None (or less than $201) | 15.361 | ||
| SGSOY SGS SA ADR | $1,001 - $15,000 | None (or less than $201) | 15.362 | ||
| SHW SHERWIN WILLIAMS COMPANY OHIO | $1,001 - $15,000 | None (or less than $201) | 15.363 | ||
| SMNNY SHIMANO INC ADR | $1,001 - $15,000 | None (or less than $201) | 15.364 | ||
| SHG SHINHAN FINANCIAL GROUP CO LTD | $1,001 - $15,000 | None (or less than $201) | 15.365 | ||
| SHOP SHOPIFY INC | $1,001 - $15,000 | None (or less than $201) | 15.366 | ||
| SRGHY SHOPRITE HLDGS LTD SPONSORED A | $1,001 - $15,000 | None (or less than $201) | 15.367 | ||
| SPG SIMON PPTY GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.368 | ||
| SITE SITEONE LANDSCAPE SUPPLY INC | $1,001 - $15,000 | None (or less than $201) | 15.369 | ||
| SNA Snap-On Inc | $1,001 - $15,000 | None (or less than $201) | 15.370 | ||
| SDXAY SODEXO | $1,001 - $15,000 | None (or less than $201) | 15.371 | ||
| SMPNY SOMPO HOLDINGS INC ADR | $1,001 - $15,000 | None (or less than $201) | 15.372 | ||
| SON SONOCO PRODUCTS CO | $1,001 - $15,000 | None (or less than $201) | 15.373 | ||
| SONY SONY GROUP CORPORATION ADR | $1,001 - $15,000 | None (or less than $201) | 15.374 | ||
| SSB SOUTHSTATE CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.375 | ||
| XYZ BLOCK INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.376 | ||
| STAG STAG INDL INC COM | $1,001 - $15,000 | None (or less than $201) | 15.377 | ||
| SBUX STARBUCKS CORP WASHINGTON | $1,001 - $15,000 | None (or less than $201) | 15.378 | ||
| STLD STEEL DYNAMICS INC | $1,001 - $15,000 | None (or less than $201) | 15.379 | ||
| SF STIFEL FINANCIAL CORPORATION | $1,001 - $15,000 | None (or less than $201) | 15.380 | ||
| SAUHY STRAUMANN HLDG AG ADR | $1,001 - $15,000 | None (or less than $201) | 15.381 | ||
| SVNLY SVENSKA HANDELSBANKEN AB ADR | $1,001 - $15,000 | None (or less than $201) | 15.382 | ||
| SZKMY SUZUKI MTR CORP ADR | $1,001 - $15,000 | None (or less than $201) | 15.383 | ||
| SNPS SYNOPSYS INC | $1,001 - $15,000 | None (or less than $201) | 15.384 | ||
| SYY SYSCO CORP | $1,001 - $15,000 | None (or less than $201) | 15.385 | ||
| TJX TJX COS INC NEW | $1,001 - $15,000 | None (or less than $201) | 15.386 | ||
| TMUS T-MOBILE US INC COM | $1,001 - $15,000 | None (or less than $201) | 15.387 | ||
| TSM TAIWAN SMCNDCTR MFG CO LTD ADR | $15,001 - $50,000 | None (or less than $201) | 15.388 | ||
| TRGP Targa Resources Corp | $1,001 - $15,000 | None (or less than $201) | 15.389 | ||
| TTNDY TECHTRONIC IND LTD SPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.390 | ||
| TCEHY TENCENT HLDGS LTD UNSPON ADR | $15,001 - $50,000 | None (or less than $201) | 15.391 | ||
| TER TERADYNE INC | $1,001 - $15,000 | None (or less than $201) | 15.392 | ||
| TRUMY TERUMO CORP ADR UNSPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.393 | ||
| TXRH TEXAS ROADHOUSE INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.394 | ||
| TTD TRADE DESK INC CLASS A | $1,001 - $15,000 | None (or less than $201) | 15.395 | ||
| TMO THERMO FISHER SCIENTIFIC | $1,001 - $15,000 | None (or less than $201) | 15.396 | ||
| TRI THOMSON REUTERS CORP | $1,001 - $15,000 | None (or less than $201) | 15.397 | ||
| TGOPY 3I GROUP PLC UNSPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.398 | ||
| TKR TIMKEN CO | $1,001 - $15,000 | None (or less than $201) | 15.399 | ||
| TOST TOAST INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.400 | ||
| TKOMY TOKI MARINE HOLDING INS ADR | $1,001 - $15,000 | None (or less than $201) | 15.401 | ||
| TOELY TOKYO ELECTRON LTD UNSPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.402 | ||
| TW TRADEWEB MKTS INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.403 | ||
| TDG TransDigm Group Inc | $1,001 - $15,000 | None (or less than $201) | 15.404 | ||
| TREX TREX COMPANY INC | $1,001 - $15,000 | None (or less than $201) | 15.405 | ||
| TNET TRINET GROUP INC | $1,001 - $15,000 | None (or less than $201) | 15.406 | ||
| TCOM TRIP COM GROUP LTD ADR | $1,001 - $15,000 | None (or less than $201) | 15.407 | ||
| TRMK TRUSTMARK CP | $1,001 - $15,000 | None (or less than $201) | 15.408 | ||
| TYL TYLER TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) | 15.409 | ||
| UFPT U F P TECH INC REST | $1,001 - $15,000 | None (or less than $201) | 15.410 | ||
| UMBF UMB FINANCIAL CORP | $1,001 - $15,000 | None (or less than $201) | 15.411 | ||
| UCBJY UCB SA UNSPON ADR | $1,001 - $15,000 | None (or less than $201) | 15.412 | ||
| UBER UBER TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) | 15.413 | ||
| ULTA ULTA BEAUTY INC | $1,001 - $15,000 | None (or less than $201) | 15.414 | ||
| UL UNILEVER PLC (NEW) ADS | $1,001 - $15,000 | None (or less than $201) | 15.415 | ||
| UCB UNITED COMMUNITY BANKS INC | $1,001 - $15,000 | None (or less than $201) | 15.416 | ||
| UBSI UNITED BANKSHARES INC W VA | $1,001 - $15,000 | None (or less than $201) | 15.417 | ||
| UNH UNITEDHEALTH GP INC | $1,001 - $15,000 | None (or less than $201) | 15.418 | ||
| UOLGY UOL GRP LTD SPONS ADR | $1,001 - $15,000 | None (or less than $201) | 15.419 | ||
| VVV VALVOLINE INC COM | $1,001 - $15,000 | None (or less than $201) | 15.420 | ||
| VEEV VEEVA SYS INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.421 | ||
| VLTO VERALTO CORP | $1,001 - $15,000 | None (or less than $201) | 15.422 | ||
| VRSK VERISK ANALYTICS INC COM | $1,001 - $15,000 | None (or less than $201) | 15.423 | ||
| VCEL VERICEL CORP | $1,001 - $15,000 | None (or less than $201) | 15.424 | ||
| VRT VERTIV HOLDINGS LLC CL A | $1,001 - $15,000 | None (or less than $201) | 15.425 | ||
| VERX VERTEX INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.426 | ||
| VTMX VESTA REAL ESTATE CORP ADR | $1,001 - $15,000 | None (or less than $201) | 15.427 | ||
| V VISA INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.428 | ||
| VST Vistra Corp | $1,001 - $15,000 | None (or less than $201) | 15.429 | ||
| VNO VORNADO REALTY TRUST | $1,001 - $15,000 | None (or less than $201) | 15.430 | ||
| WDFC WD 40 COMPANY | $1,001 - $15,000 | None (or less than $201) | 15.431 | ||
| WEC WEC ENERGY GROUP INC COM | $1,001 - $15,000 | None (or less than $201) | 15.432 | ||
| WBS WEBSTER FINCL CORP | $1,001 - $15,000 | None (or less than $201) | 15.433 | ||
| WELL WELLTOWER INC | $1,001 - $15,000 | None (or less than $201) | 15.434 | ||
| WST WEST PHARMACEUTICAL SVCS INC | $1,001 - $15,000 | None (or less than $201) | 15.435 | ||
| WPM Wheaton Precious Metals Corp | $1,001 - $15,000 | None (or less than $201) | 15.436 | ||
| WSC WILLSCOT HLDGS CORP CL A | $1,001 - $15,000 | None (or less than $201) | 15.437 | ||
| WING WINGSTOP INC | $1,001 - $15,000 | None (or less than $201) | 15.438 | ||
| WWW WOLVERINE WORLD WIDE | $1,001 - $15,000 | None (or less than $201) | 15.439 | ||
| WDAY WORKDAY INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.440 | ||
| WYNN WYNN RESORTS LTD | $1,001 - $15,000 | None (or less than $201) | 15.441 | ||
| YUMC YUM CHINA HLDNGS | $1,001 - $15,000 | None (or less than $201) | 15.442 | ||
| ZLAB ZAI LAB LTD-ADR | $1,001 - $15,000 | None (or less than $201) | 15.443 | ||
| ZM ZOOM COMMUNICATIONS INC CL A | $1,001 - $15,000 | None (or less than $201) | 15.444 | ||
| ACGL ARCH CAPITAL GROUP LTD | $1,001 - $15,000 | None (or less than $201) | 15.445 | ||
| AXTA AXALTA COATING SYSTEMS LTD. | $1,001 - $15,000 | None (or less than $201) | 15.446 | ||
| BAP CREDICORP LTD | $1,001 - $15,000 | None (or less than $201) | 15.447 | ||
| CRH CRH PLC | $1,001 - $15,000 | None (or less than $201) | 15.448 | ||
| ETN EATON CORP PLC SHS | $1,001 - $15,000 | None (or less than $201) | 15.449 | ||
| HELE HELEN OF TROY | $1,001 - $15,000 | None (or less than $201) | 15.450 | ||
| ICLR ICON PLC | $1,001 - $15,000 | None (or less than $201) | 15.451 | ||
| JAZZ JAZZ PHARMACEUTICALS PLC | $1,001 - $15,000 | None (or less than $201) | 15.452 | ||
| LIN LINDE PLC | $1,001 - $15,000 | None (or less than $201) | 15.453 | ||
| NCLH NORWEGIAN CRUISE LINE HLDG LTD | $1,001 - $15,000 | None (or less than $201) | 15.454 | ||
| NVCR NOVOCURE LTD | $1,001 - $15,000 | None (or less than $201) | 15.455 | ||
| NU NU HLDGS LTD ORD SHS CL A | $1,001 - $15,000 | None (or less than $201) | 15.456 | ||
| RNR RENAISSANCE RE HOLDINGS LTD | $1,001 - $15,000 | None (or less than $201) | 15.457 | ||
| SN SHARKNINJA INC | $1,001 - $15,000 | None (or less than $201) | 15.458 | ||
| STNE STONECO LTD CL A | $1,001 - $15,000 | None (or less than $201) | 15.459 | ||
| TT TRANE TECHNOLOGIES PLC | $1,001 - $15,000 | None (or less than $201) | 15.460 | ||
| WTW WILLIS TOWERS WATSON PLC LTD | $1,001 - $15,000 | None (or less than $201) | 15.461 | ||
| ALC ALCON INC | $1,001 - $15,000 | None (or less than $201) | 15.462 | ||
| CB Chubb Ltd | $1,001 - $15,000 | None (or less than $201) | 15.463 | ||
| SPOT SPOTIFY TECHNOLOGY SA | $1,001 - $15,000 | None (or less than $201) | 15.464 | ||
| CHKP CHECK POINT SOFTWARE TECH LTD | $1,001 - $15,000 | None (or less than $201) | 15.465 | ||
| ASML ASML HOLDING NV NY REG NEW | $1,001 - $15,000 | None (or less than $201) | 15.466 | ||
| XPRO EXPRO GROUP HOLDINGS NV COM | $1,001 - $15,000 | None (or less than $201) | 15.467 | ||
| RACE FERRARI N V | $1,001 - $15,000 | None (or less than $201) | 15.468 | ||
| MMYT MAKEMYTRIP LIMITED | $1,001 - $15,000 | None (or less than $201) | 15.469 | ||
| RCL ROYAL CARIBBEAN GROUP COM | $1,001 - $15,000 | None (or less than $201) | 15.470 | ||
| FLEX FLEXTRONICS INTL LTD | $1,001 - $15,000 | None (or less than $201) | 15.471 | ||
| GLD SPDR GOLD TR GOLD SHS | $15,001 - $50,000 | None (or less than $201) | 15.472 | ||
| BIL SPDR BLOOMBERG 1-3 MONTH T-B | $1,001 - $15,000 | None (or less than $201) | 15.473 | ||
| Verizon Communications, Inc. (VZ) | None (or less than $1,001) | $201 - $1,000 | Dividends | 15.474 | |
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | None (or less than $1,001) | $201 - $1,000 | 15.475 | ||
| Andalusian Credit Partners LLC interest (manager of Andalusian Credit Company LLC) - Short Hills, NJ | None (or less than $1,001) | None (or less than $201) | 16 |
Transactions
Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| BCJ25-Blackstone Private Credit Fund BCRED | $250K - $500K | Sale, 2025-07-28
 | 1 | |
| iShares Core S&P 500 ETF (IVV) | $500K - $1M | Purchase, 2025-07-23
| 1 | |
| Andalusian Sports Advisors LP | $50,001 - $100K | Sale, 2025-10-09
| 1 | |
| BBS23-AIP Alternative Lending Fund A | $1,001 - $15,000 | Sale, 2025-07-30
| 2 | |
| AIP Alternative Lending Fund A | $1,001 - $15,000 | Sale, 2025-10-27
| 2 | |
| First Trust Low Duration Opportunities ETF (LMBS) | $1,001 - $15,000 | Sale, 2025-07-23
| 2 | |
| EGFEY EUROBANK ERGASIAS SVCS & HLDGS | $1,001 - $15,000 | Sale, 2025-07-23
| 6 | |
| MSADY MS&AD INS GROUP HLDGS ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 7 | |
| MTH MERITAGE HOME CORPORATION | $1,001 - $15,000 | Sale, 2025-07-23
| 8 | |
| MSFT Microsoft Corp | $15,001 - $50,000 | Sale, 2025-07-23
| 9 | |
| MUFG MITSUBISHI UFJ FINCL GRP ADS | $1,001 - $15,000 | Sale, 2025-07-23
| 10 | |
| KKR KKR & CO INC CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 11 | |
| LYG Lloyds Banking Group PLC | $1,001 - $15,000 | Sale, 2025-07-23
| 12 | |
| KNSL KINSALE CAP GROUP INC | $1,001 - $15,000 | Sale, 2025-07-23
| 13 | |
| KB KB FINANCIAL GRP INC SONS ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 14 | |
| JPM JPMorgan Chase & Co | $15,001 - $50,000 | Sale, 2025-07-23
| 15 | |
| INFY INFOSYS LIMITED ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 16 | |
| ITUB ITAU UNIBANCO MULTIPLE ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 17 | |
| ICE INTERCONTINENTAL EXCHANGE INC | $1,001 - $15,000 | Sale, 2025-07-23
| 18 | |
| HLI HOULIHAN LOKEY INC CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 19 | |
| IBN ICICI BANK LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 20 | |
| HMN HORACE MANN EDUCATORS CP | $1,001 - $15,000 | Sale, 2025-07-23
| 21 | |
| GBOOY GRUPO FINANCIERO BANORTE SAB | $1,001 - $15,000 | Sale, 2025-07-23
| 22 | |
| HDB HDFC BANK LTD ADR | $15,001 - $50,000 | Sale, 2025-07-23
| 23 | |
| GPN GLOBAL PAYMENT INC | $1,001 - $15,000 | Sale, 2025-07-23
| 24 | |
| HLNE HAMILTON LANE CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 25 | |
| NBGRY NATIONAL BANK OF GREECE ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 26 | |
| LNSTY LONDON STK EXCHANGE GROUP ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 27 | |
| MTB M&T Bank Corp | $1,001 - $15,000 | Sale, 2025-07-23
| 28 | |
| ISNPY INTESA SANPAOLO S.P.A. ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 29 | |
| IDCBY INDUSTRIAL & COML BK CHINA ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 30 | |
| GS GOLDMAN SACHS GRP INC | $15,001 - $50,000 | Sale, 2025-07-23
| 31 | |
| AJG GALLAGHER ARTHUR J & CO | $1,001 - $15,000 | Sale, 2025-07-23
| 32 | |
| FRME FIRST MERCHANTS CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 33 | |
| GE GE AEROSPACE NEW | $1,001 - $15,000 | Sale, 2025-07-23
| 34 | |
| FCX FREEPORT-MCMORAN CL-B | $1,001 - $15,000 | Sale, 2025-07-23
| 35 | |
| FDS FACTSET RESEARCH SYSTEMS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 36 | |
| EQH EQUITABLE HLDGS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 37 | |
| EFSC ENTERPRISE FINCL SVCS CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 38 | |
| BAP CREDICORP LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 39 | |
| DELL DELL TECHNOLOGIES INC CL C | $1,001 - $15,000 | Sale, 2025-07-23
| 40 | |
| FICO FAIR ISAAC & CO INC | $1,001 - $15,000 | Sale, 2025-07-23
| 41 | |
| EXLS EXLSERVICE HLDGS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 42 | |
| DBOEY DEUTSCHE BOERSE AG UNSPON ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 43 | |
| CME CME Group Inc | $1,001 - $15,000 | Sale, 2025-07-23
| 44 | |
| COIN COINBASE GLOBAL INC CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 45 | |
| CB Chubb Ltd | $1,001 - $15,000 | Sale, 2025-07-23
| 46 | |
| CIHKY CHINA MERCHANTS BK CO LTD UNSP | $1,001 - $15,000 | Sale, 2025-07-23
| 47 | |
| CKHGY CAPITEC BANK HOLDINGS LTD ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 48 | |
| CBZ CBIZ INC | $1,001 - $15,000 | Sale, 2025-07-23
| 49 | |
| BR BROADRIDGE FIN SOLU.LLC | $1,001 - $15,000 | Sale, 2025-07-23
| 50 | |
| BFAM BRIGHT HORIZONS FAMILY SOLUT | $1,001 - $15,000 | Sale, 2025-07-23
| 51 | |
| XYZ BLOCK INC CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 52 | |
| B BARRICK MNG CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 53 | |
| BBVA BANCO BILBAO VIZ ARG SA ADS | $1,001 - $15,000 | Sale, 2025-07-23
| 54 | |
| BLK BLACKROCK INC | $1,001 - $15,000 | Sale, 2025-07-23
| 55 | |
| BX Blackstone Inc | $1,001 - $15,000 | Sale, 2025-07-23
| 56 | |
| BDVSY BIDVEST GROUP LTD SPONS ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 57 | |
| BDOUY BDO UNIBANK INC SPON ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 58 | |
| BILL BILL HOLDINGS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 59 | |
| BKKLY BANGKOK BK PLC | $1,001 - $15,000 | Sale, 2025-07-23
| 60 | |
| BK BANK OF NEW YORK MELLON CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 61 | |
| ARES ARES MANAGEMENT CORP - A | $1,001 - $15,000 | Sale, 2025-07-23
| 62 | |
| AX AXOS FINL INC | $1,001 - $15,000 | Sale, 2025-07-23
| 63 | |
| AMP AMERIPRISE FINCL INC | $1,001 - $15,000 | Sale, 2025-07-23
| 64 | |
| AMZN AMAZON COM INC | $15,001 - $50,000 | Sale, 2025-07-23
| 65 | |
| ACGL ARCH CAPITAL GROUP LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 66 | |
| AKBTY AKBANK TURK ANONIM SIRKETI ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 67 | |
| ALL ALLSTATE CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 68 | |
| GOOGL ALPHABET INC CL A | $15,001 - $50,000 | Sale, 2025-07-23
| 69 | |
| ADYEY ADYEN N V UNSPONSRED ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 70 | |
| AAGIY AIA GROUP LTD SPON ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 71 | |
| TGOPY 3I GROUP PLC UNSPONS ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 72 | |
| WPM Wheaton Precious Metals Corp | $1,001 - $15,000 | Sale, 2025-07-23
| 73 | |
| VRSK VERISK ANALYTICS INC COM | $1,001 - $15,000 | Sale, 2025-07-23
| 74 | |
| WTW WILLIS TOWERS WATSON PLC LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 75 | |
| UBSI UNITED BANKSHARES INC W VA | $1,001 - $15,000 | Sale, 2025-07-23
| 76 | |
| WBS WEBSTER FINCL CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 77 | |
| GLD SPDR GOLD TR GOLD SHS | $15,001 - $50,000 | Sale, 2025-07-23
| 78 | |
| V VISA INC CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 79 | |
| UCB UNITED COMMUNITY BANKS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 80 | |
| UNH UNITEDHEALTH GP INC | $1,001 - $15,000 | Sale, 2025-07-23
| 81 | |
| TRMK TRUSTMARK CP | $1,001 - $15,000 | Sale, 2025-07-23
| 82 | |
| UMBF UMB FINANCIAL CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 83 | |
| TKOMY TOKI MARINE HOLDING INS ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 84 | |
| TW TRADEWEB MKTS INC CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 85 | |
| STNE STONECO LTD CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 86 | |
| TRI THOMSON REUTERS CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 87 | |
| SHG SHINHAN FINANCIAL GROUP CO LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 88 | |
| SSB SOUTHSTATE CORPORATION | $1,001 - $15,000 | Sale, 2025-07-23
| 89 | |
| NOW SERVICENOW INC | $1,001 - $15,000 | Sale, 2025-07-23
| 90 | |
| SE SEA LIMITED ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 91 | |
| RJF RAYMOND JAMES FINCL INC | $1,001 - $15,000 | Sale, 2025-07-23
| 92 | |
| RNR RENAISSANCE RE HOLDINGS LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 93 | |
| RGA REINSURANCE GROUP OF AMERICA | $1,001 - $15,000 | Sale, 2025-07-23
| 94 | |
| PNFP PINNACLE FINCL PARTNERS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 95 | |
| PGR PROGRESSIVE CORP OHIO | $1,001 - $15,000 | Sale, 2025-07-23
| 96 | |
| TCEHY TENCENT HLDGS LTD UNSPON ADR | $15,001 - $50,000 | Sale, 2025-07-23
| 97 | |
| SF STIFEL FINANCIAL CORPORATION | $1,001 - $15,000 | Sale, 2025-07-23
| 98 | |
| SVNLY SVENSKA HANDELSBANKEN AB ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 99 | |
| BPOP POPULAR INC | $1,001 - $15,000 | Sale, 2025-07-23
| 100 | |
| NU NU HLDGS LTD ORD SHS CL A | $1,001 - $15,000 | Sale, 2025-07-23
| 101 | |
| PBCRY PT BK CENT ASIA TBK ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 102 | |
| PPERY PT BK MANDIRI PERSERO TBK UNSP | $1,001 - $15,000 | Sale, 2025-07-23
| 103 | |
| PROSY PROSUS N V SPONSORED ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 104 | |
| PWCDF POWER CORP CANADA LTD | $1,001 - $15,000 | Sale, 2025-07-23
| 105 | |
| NTRS NORTHERN TRUST CORP | $1,001 - $15,000 | Sale, 2025-07-23
| 106 | |
| PEGA PEGASYSTEMS INC | $1,001 - $15,000 | Sale, 2025-07-23
| 107 | |
| NRILY NOMURA RESH INST LTD ADR | $1,001 - $15,000 | Sale, 2025-07-23
| 108 | |
| NEM Newmont Corporation | $1,001 - $15,000 | Sale, 2025-07-23
| 109 |
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. |
|---|---|---|---|
| Wells Fargo Bank | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2016, rate: 3.375%, term: 30 years | 1 | |
| Andalusian Credit Company, LLC | type: Remaining capital commitment, amount: $50,001 - $100,000, year-incurred: 2023, rate: not applicable, term: on demand | 2 |
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
Related Stories
Read ProPublica reporting on the disclosure documents.
