John Hurley
The data on this page comes from a financial disclosure filed by John Hurley, who was picked to be: Undersecretary of the Treasury for Terrorism and Financial Intelligence, 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. |
|---|---|---|---|
| Cavalry Management Group, LLC (dba Cavalry Asset Management) | Founder/Managi ng Member/Chief Investment Officer, 1/2003 - Present | 1 | |
| Stanford Graduate School of Business | Lecturer, 9/2005 - Present | 2 | |
| TGK Ventures LLC | Managing Member, 3/2001 - Present | 3 | |
| Middle East Institute | Board of Governors Member, 10/2023 - Present | 4 | |
| Hoover Institution | Board of Overseers Member, 9/2022 - Present | 5 | |
| American Enterprise Institute | Board of Trustees Member, 12/2015 - Present | 6 | |
| America's Frontier Fund | Board of Directors Member, 1/2022 - Present | 7 | |
| The Stimson Center - Eastwest Council of Advisors on Track II Diplomacy | Board of Directors and Council Member, 4/2024 - Present | 8 | |
| Stratevarious | Consultant, 4/2021 - Present | 9 | |
| Stanford Cancer Institute Director's Council | Member, 10/2024 - Present | 10 | |
| The Bhusri Children's Trust | Trustee, 9/2011 - Present | 11 | |
| The Denise L. Hurley Family 2012 Trust | Distribution and Investment Adviser, 12/2012 - Present | 12 | |
| DJMA Partners LLC | Manager and Distribution Manager, 12/2012 - Present | 13 | |
| AMJ Partners LLC | Manager and Distribution Manager, 12/2012 - Present | 14 | |
| Alfred F. Hurley Jr. 2012 Trust | Distribution Advisor and Investment Advisor, 12/2012 - Present | 15 | |
| The Hurley Family 2020 Trust | Trustee, 4/2020 - Present | 16 | |
| Jumaal LLC | Distribution Manager, 12/2020 - Present | 17 | |
| Blue Lantern LLC | Distribution Manager, 12/2020 - Present | 18 | |
| Cavalry Vineyards Inc. | Chief Executive Officer, 3/2010 - Present | 19 | |
| Trump Vance 2025 Transition Inc. | Unpaid Volunteer, 11/2024 - 1/2025 | 20 |
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. |
|---|---|---|---|---|---|
| Stanford Graduate School of Business | $75,655 | salary | 1 | ||
| Cavalry Management Group LLC (investment management firm) | $50M or more | None (or less than $201) | 2 | ||
| Cavalry Management Group LLC U.S. bank #1 (cash) | $100K - $250K | None (or less than $201) | 2.1 | ||
| CAM GP 1.5 LP (investment fund) | None (or less than $1,001) | None (or less than $201) | CMG is the general partner of CAM GP 1.5 LP. | 2.2 | |
| CAM GP 1.5 LP U.S. bank #3 (cash) | None (or less than $1,001) | None (or less than $201) | 2.2.1 | ||
| Cavalry Opportunity Fund, LP (investment fund) | CAM GP 1.5 LP is the General Partner of Cavalry Opportunity Fund. | 2.2.2 | |||
| Morgan Stanley Institutional Liquidity Funds Prime Portfolio (MPFXX) | $5M - $25M | $50,001 - $100K | 2.2.2.1 | ||
| Cavalry Capital Appreciation 2 LP, general partnership interest (investment fund) | None (or less than $1,001) | None (or less than $201) | CAM GP 1.5 is the General Partner of Cavalry Capital Appreciation 2 LP. This fund is dormant and has had final audit effective 12/31/23. | 2.2.3 | |
| Cavalry Capital Appreciation 2 LP U.S. bank #5 (cash) | None (or less than $1,001) | None (or less than $201) | This bank account is for subscription cash and remains open for residual activity from Cavalry Capital Appreciation 2 LP. | 2.2.3.1 | |
| CCA2-P LP (investment fund) | None (or less than $1,001) | None (or less than $201) | CAM GP 1.5 is the General Partner of CCA2-P. This fund is dormant and has had final audit. | 2.2.4 | |
| CCA2-P LP U.S. bank #6 (cash) | None (or less than $1,001) | None (or less than $201) | This bank account is for subscription cash and remains open for residual activity from CCA2-P LP. | 2.2.4.1 | |
| CCA2-H LP (investment fund) | None (or less than $1,001) | None (or less than $201) | CAM GP 1.5 is the General Partner of CCA2-H LP. This fund is dormant and has had final audit. | 2.2.5 | |
| CCA2-H LP U.S. bank #7 (cash) | None (or less than $1,001) | None (or less than $201) | This bank account is for subscription cash and remains open for residual activity from CCA2-H LP. | 2.2.5.1 | |
| CAM GP 1.6 LP (limited partner of separately managed accounts) | None (or less than $1,001) | None (or less than $201) | CMG is the General Partner of Cam GP 1.6 LP. | 2.3 | |
| CAM GP 1.6 LP U.S. bank #8 (cash) | $1,001 - $15,000 | None (or less than $201) | 2.3.1 | ||
| Topwater Partners LLC (cash only) (separately managed account) (co-investment interest) | $250K - $500K | None (or less than $201) | Cam GP 1.6 LP is subscribed to Topwater Partners LLC. It is a cash investment and is not active. | 2.3.2 | |
| Prelude Opportunity Fund LP (cash only) (separately managed account) (co-investment interest) | $500K - $1M | None (or less than $201) | Cam GP 1.6 LP is the General Partner of Prelude Opportunity Fund. It is a cash investment and is not active. | 2.3.3 | |
| Boothbay Absolute Return Strategies LP (separately managed account) (co-investment interest) | CAM GP 1.6 LP is the General Partner of Boothbay Absolute Return Strategies LP. | 2.3.4 | |||
| Apple, Inc. (AAPL), open short position: 480 shares at $244.47 (value not readily ascertainable) | None (or less than $201) | 2.3.4.1 | |||
| Adobe, Inc. (ADBE), open short position: 103 shares at $464.11 (value not readily ascertainable) | None (or less than $201) | 2.3.4.2 | |||
| Applied Materials, Inc. (AMAT). open short position: 162 shares at $172 (value not readily ascertainable) | None (or less than $201) | 2.3.4.3 | |||
| Advanced Micro Devices, Inc. (AMD), open short position: 731 shares at $114.28 (value not readily ascertainable) | None (or less than $201) | 2.3.4.4 | |||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains | 2.3.4.5 | |
| Arista Networks, Inc. (ANET), open short position: 5 shares at $2.25 (value not readily ascertainable) | None (or less than $201) | 2.3.4.6 | |||
| Alpha and Omega Semiconductor Limited (AOSL), open short option: 20 shares at $.025 | $50,001 - $100K | $5,001 - $15,000 | Capital Gains | 2.3.4.7 | |
| Arm Holdings PLC-ADR (ARM), open short position: 213 shares at $160.32 (value not readily ascertainable) | None (or less than $201) | 2.3.4.8 | |||
| Broadcom, Inc. (AVGO) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains Dividends | 2.3.4.9 | |
| Bloom Energy Corporation (BE) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains | 2.3.4.10 | |
| Charter Communications, Inc. (CHTR), open short position: 146 shares at $361.74 (value not readily ascertainable) | None (or less than $201) | 2.3.4.11 | |||
| Ciena Corp. (CIEN) | $50,001 - $100K | $5,001 - $15,000 | Capital Gains | 2.3.4.12 | |
| Comcast Corp. (CMCSA), open short position: 1,286 shares at $36.35 (value not readily ascertainable) | None (or less than $201) | 2.3.4.13 | |||
| salesforce.com, inc. (CRM), open short position: 164 shares at $328.96 (value not readily ascertainable) | None (or less than $201) | 2.3.4.14 | |||
| The Walt Disney Co. (DIS), open short position: 526 shares at $109.56 (value not readily ascertainable) | None (or less than $201) | 2.3.4.15 | |||
| Amdocs Limited Ordinary Shares (DOX) | $15,001 - $50,000 | None (or less than $201) | 2.3.4.16 | ||
| Equinix, Inc. (EQIX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 2.3.4.17 | |
| TELEFONAKTIEBOLAGET LM ERICSSON (American Depositary Shares), open short position: 155 shares at $.025 (value not readily ascertainable) | None (or less than $201) | 2.3.4.18 | |||
| Alphabet, Inc. (GOOG), open short position: 302 shares at $185.80 (value not readily ascertainable) | None (or less than $201) | 2.3.4.19 | |||
| Hewlett-Packard Enterprise Co. (HPE) | $50,001 - $100K | None (or less than $201) | 2.3.4.20 | ||
| International Business Machines Corp. (IBM) | $50,001 - $100K | $5,001 - $15,000 | 2.3.4.21 | ||
| Lumentum Holdings, Inc. (LITE), open short position: 10 shares at $.375 (value not readily ascertainable) | None (or less than $201) | 2.3.4.22 | |||
| Meta Platforms Inc. Class A Common Stock (META) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains Dividends | 2.3.4.23 | |
| Monolithic Power Systems, Inc. (MPWR), open short position: 100 shares at $690.77 (value not readily ascertainable) | None (or less than $201) | 2.3.4.24 | |||
| Marvell Technology Group Ltd. (MRVL), open short position: 465 shares at $107.29 (value not readily ascertainable) | None (or less than $201) | 2.3.4.25 | |||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 2.3.4.26 | ||
| Micron Technology, Inc. (MU), open short position: 766 shares at $106.79 (value not readily ascertainable) | None (or less than $201) | 2.3.4.27 | |||
| Nokia Corporation Sponsored American Depositary Shares (NOK) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains | 2.3.4.28 | |
| ServiceNow, Inc. (NOW), open short position: 27 shares at $997.48 (value not readily ascertainable) | None (or less than $201) | 2.3.4.29 | |||
| Nvidia Corp. (NVDA) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains Dividends | 2.3.4.30 | |
| Snowflake Inc. Class A Common Stock (SNOW) | $50,001 - $100K | $15,001 - $50,000 | Capital Gains | 2.3.4.31 | |
| AT&T (T) | $50,001 - $100K | $15,001 - $50,000 | Capital Gains Dividends | 2.3.4.32 | |
| T-Mobile US, Inc. (TMUS), open short position: 127 shares at $263.21 (value not readily ascertainable) | None (or less than $201) | 2.3.4.33 | |||
| Tesla, Inc. (TSLA), open short position: 138 shares at $354.11 (value not readily ascertainable) | None (or less than $201) | 2.3.4.34 | |||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains Dividends | 2.3.4.35 | |
| Uber Technologies, Inc. (UBER), open short position: 512 shares at $81.49 (value not readily ascertainable) | None (or less than $201) | 2.3.4.36 | |||
| Vertiv Holdings LLC Class A Common Stock (VRT) | $15,001 - $50,000 | None (or less than $201) | 2.3.4.37 | ||
| Analog Devices, Inc. (ADI), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 2.3.4.38 | |
| Astera Labs Inc (ALAB), closed short position | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains | 2.3.4.39 | |
| Datadog Inc. Class A Common Stock (DDOG), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.40 | ||
| Dell Technologies, Inc. (DELL), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 2.3.4.41 | |
| Harmonic, Inc. (HLIT), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.42 | ||
| Infineon Technologies-ADR (IFNNY), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.43 | ||
| Intel Corp. (INTC), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 2.3.4.44 | |
| KLA Corp. (KLAC), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.45 | ||
| Lam Research Corp. (LRCX), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 2.3.4.46 | |
| Microchip Technology, Inc. (MCHP), closed short position | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 2.3.4.47 | |
| MaxLinear, Inc. (MXL), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.48 | ||
| ON Semiconductor Corp. (ON), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.3.4.49 | |
| Palo Alto Networks, Inc. (PANW), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.50 | ||
| QUALCOMM, Inc. (QCOM), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 2.3.4.51 | |
| Rivian Automotive Inc. Class A Common Stock (RIVN), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.52 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), closed short position | None (or less than $1,001) | $5,001 - $15,000 | 2.3.4.53 | ||
| Silicon Laboratories, Inc. (SLAB), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.54 | ||
| Seagate Technology Plc (STX), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.55 | ||
| Skyworks Solutions, Inc. (SWKS), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 2.3.4.56 | |
| Texas Instruments Incorporated (TXN), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.57 | ||
| Western Digital Corp. (WDC), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.58 | ||
| Wolfspeed Inc. Common Stock (WOLF), closed short position | None (or less than $1,001) | None (or less than $201) | 2.3.4.59 | ||
| Alpha and Omega Semiconductor Limited (AOSL), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.60 | ||
| Alpha and Omega Semiconductor Limited (AOSL), put option | $15,001 - $50,000 | None (or less than $201) | 2.3.4.61 | ||
| TELEFONAKTIEBOLAGET LM ERICSSON (American Depositary Shares, call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.62 | ||
| Ericsson American Depositary Shares (ERIC), put option | $15,001 - $50,000 | None (or less than $201) | 2.3.4.63 | ||
| Lumentum Holdings, Inc. (LITE), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.64 | ||
| Lumentum Holdings, Inc. (LITE), put option | $15,001 - $50,000 | None (or less than $201) | 2.3.4.65 | ||
| Monolithic Power Systems, Inc. (MPWR), call option | $1,001 - $15,000 | None (or less than $201) | 2.3.4.66 | ||
| Monolithic Power Systems, Inc. (MPWR), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.67 | ||
| Apple, Inc. (AAPL), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.68 | ||
| Apple, Inc. (AAPL), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.69 | ||
| Advanced Micro Devices, Inc. (AMD), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.70 | |
| Broadcom, Inc. (AVGO), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.71 | ||
| Broadcom, Inc. (AVGO), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.72 | ||
| Bloom Energy Corporation (BE), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.73 | ||
| Bloom Energy Corporation (BE), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.74 | ||
| Charter Communications, Inc. (CHTR), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.75 | ||
| Charter Communications, Inc. (CHTR), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.76 | |
| Ciena Corp. (CIEN), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.77 | ||
| Ciena Corp. (CIEN), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.78 | ||
| Hewlett-Packard Enterprise Co. (HPE), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.79 | |
| Hewlett-Packard Enterprise Co. (HPE), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.80 | ||
| Meta Platforms Inc. Class A Common Stock (META), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.81 | |
| Meta Platforms Inc. Class A Common Stock (META), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.82 | ||
| Micron Technology, Inc. (MU), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.83 | |
| Micron Technology, Inc. (MU), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.84 | ||
| MaxLinear, Inc. (MXL), call option | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.3.4.85 | |
| MaxLinear, Inc. (MXL), put option | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 2.3.4.86 | |
| NVIDIA Corp. (NVDA), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.87 | |
| NVIDIA Corp. (NVDA), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.88 | ||
| ON Semiconductor Corp. (ON), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.89 | ||
| ON Semiconductor Corp. (ON), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.90 | |
| Rocket Lab USA Inc. Common Stock (RKLB), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.91 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.92 | ||
| Snowflake Inc. Class A Common Stock (SNOW), closed position for written put option | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.3.4.93 | |
| Tesla, Inc. (TSLA), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.94 | ||
| Tesla, Inc. (TSLA), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.95 | ||
| Vertiv Holdings LLC Class A Common Stock (VRT), call option | None (or less than $1,001) | None (or less than $201) | 2.3.4.96 | ||
| Wolfspeed Inc. Common Stock (WOLF), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.97 | |
| Wolfspeed Inc. Common Stock (WOLF), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.98 | ||
| Snowflake Inc. Class A Common Stock (SNOW), call option | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.3.4.99 | |
| Alpha and Omega Semiconductor Limited (AOSL), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.100 | |
| Alpha and Omega Semiconductor Limited (AOSL), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.101 | |
| Lumentum Holdings, Inc. (LITE), put option | None (or less than $1,001) | None (or less than $201) | 2.3.4.102 | ||
| Marvell Technology Group Ltd. (MRVL) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 2.3.4.103 | |
| Lumentum Holdings, Inc. (LITE), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.3.4.104 | |
| Cavalry Management Asia, LTD | $1,001 - $15,000 | None (or less than $201) | Cavalry Management Asia, LTD, is a Hong Kong Company that is a wholly owned subsidiary of Cavalry Management Group. This company was previously licensed with HK SFC but is no longer licensed at our request. Although it is still in existence, it has no employees and no office. | 3 | |
| Cavalyry Management Asia, LTD U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Cavalry Management Group LLC 401K | 4 | ||||
| Templeton Growth Fund, Inc Class R Shares (TEGRX) | $1M - $5M | None (or less than $201) | 4.1 | ||
| Cavalry Opportunity Fund U.S. bank #4 (cash) | None (or less than $1,001) | None (or less than $201) | 5 | ||
| Boothbay Diversified Alpha Fund LP (co- investment interest) | This fund was closed in November 2024 and all holdings were liquidated to cash. As of the date of initially submitting this Nominee 278 (2/18/2025), all cash had been distributed from the Fund and I had no economic interest in it. | 6 | |||
| Amazon.com, Inc. (AMZN) | None (or less than $1,001) | None (or less than $201) | 6.1 | ||
| Broadcom, Inc. (AVGO) | None (or less than $1,001) | None (or less than $201) | 6.2 | ||
| Bloom Energy Corporation (BE) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 6.3 | |
| Ciena Corp. (CIEN) | None (or less than $1,001) | None (or less than $201) | 6.4 | ||
| Amdocs Limited Ordinary Shares (DOX) | None (or less than $1,001) | None (or less than $201) | 6.5 | ||
| Equinix, Inc. (EQIX) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains | 6.6 | |
| Ericsson American Depositary Shares (ERIC) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 6.7 | |
| Hewlett-Packard Enterprise Co. (HPE) | None (or less than $1,001) | None (or less than $201) | 6.8 | ||
| International Business Machines Corp. (IBM) | None (or less than $1,001) | None (or less than $201) | 6.9 | ||
| Meta Platforms Inc. Class A Common Stock (META) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 6.10 | |
| Microsoft Corp. (MSFT) | None (or less than $1,001) | None (or less than $201) | 6.11 | ||
| Micron Technology, Inc. (MU) | None (or less than $1,001) | None (or less than $201) | 6.12 | ||
| Nvidia Corp. (NVDA) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 6.13 | |
| Snowflake Inc. Class A Common Stock (SNOW) | None (or less than $1,001) | $5,001 - $15,000 | 6.14 | ||
| AT&T (T) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 6.15 | |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 6.16 | |
| Vertiv Holdings LLC Class A Common Stock (VRT), closed short position | None (or less than $1,001) | None (or less than $201) | 6.17 | ||
| Analog Devices, Inc. (ADI), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 6.18 | |
| Astera Labs Inc (ALAB), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 6.19 | |
| Datadog Inc. Class A Common Stock (DDOG), closed short position | None (or less than $1,001) | None (or less than $201) | 6.20 | ||
| Dell Technologies, Inc. (DELL), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 6.21 | |
| Harmonic, Inc. (HLIT), closed short position | None (or less than $1,001) | None (or less than $201) | 6.22 | ||
| Infineon Technologies-ADR (IFNNY), closed short position | None (or less than $1,001) | None (or less than $201) | 6.23 | ||
| Intel Corp. (INTC), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 6.24 | |
| KLA Corp. (KLAC), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 6.25 | |
| Lam Research Corp. (LRCX), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 6.26 | |
| Microchip Technology, Inc. (MCHP), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 6.27 | |
| MaxLinear, Inc. (MXL), closed short position | None (or less than $1,001) | None (or less than $201) | 6.28 | ||
| ON Semiconductor Corp. (ON), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.29 | |
| Palo Alto Networks, Inc. (PANW), closed short position | None (or less than $1,001) | None (or less than $201) | 6.30 | ||
| QUALCOMM, Inc. (QCOM), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 6.31 | |
| Rivian Automotive Inc. Class A Common Stock (RIVN), closed short position | None (or less than $1,001) | None (or less than $201) | 6.32 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 6.33 | |
| Silicon Laboratories, Inc. (SLAB), closed short position | None (or less than $1,001) | None (or less than $201) | 6.34 | ||
| Seagate Technology Plc (STX), closed short position | None (or less than $1,001) | None (or less than $201) | 6.35 | ||
| Skyworks Solutions, Inc. (SWKS), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 6.36 | |
| Texas Instruments Incorporated (TXN), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 6.37 | |
| Western Digital Corp. (WDC), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.38 | |
| Wolfspeed Inc. Common Stock (WOLF), closed short position | None (or less than $1,001) | None (or less than $201) | 6.39 | ||
| Alpha and Omega Semiconductor Limited (AOSL), call option | None (or less than $1,001) | None (or less than $201) | 6.40 | ||
| Alpha and Omega Semiconductor Limited (AOSL), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.41 | |
| Ericsson American Depositary Shares (ERIC), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.42 | |
| Ericsson American Depositary Shares (ERIC), put option | None (or less than $1,001) | None (or less than $201) | 6.43 | ||
| Lumentum Holdings, Inc. (LITE), call option | None (or less than $1,001) | None (or less than $201) | 6.44 | ||
| Lumentum Holdings, Inc. (LITE), put option | None (or less than $1,001) | None (or less than $201) | 6.45 | ||
| Apple, Inc. (AAPL), call option | None (or less than $1,001) | None (or less than $201) | 6.46 | ||
| Apple, Inc. (AAPL), put option | None (or less than $1,001) | None (or less than $201) | 6.47 | ||
| Advanced Micro Devices, Inc. (AMD), call option | None (or less than $1,001) | None (or less than $201) | 6.48 | ||
| Advanced Micro Devices, Inc. (AMD), put option | None (or less than $1,001) | None (or less than $201) | 6.49 | ||
| Broadcom, Inc. (AVGO), call option | None (or less than $1,001) | None (or less than $201) | 6.50 | ||
| Broadcom, Inc. (AVGO), put option | None (or less than $1,001) | None (or less than $201) | 6.51 | ||
| Bloom Energy Corporation (BE), call option | None (or less than $1,001) | None (or less than $201) | 6.52 | ||
| Bloom Energy Corporation (BE), put option | None (or less than $1,001) | None (or less than $201) | 6.53 | ||
| Charter Communications, Inc. (CHTR), call option | None (or less than $1,001) | None (or less than $201) | 6.54 | ||
| Charter Communications, Inc. (CHTR), put option | None (or less than $1,001) | None (or less than $201) | 6.55 | ||
| Ciena Corp. (CIEN), call option | None (or less than $1,001) | None (or less than $201) | 6.56 | ||
| Ciena Corp. (CIEN), put option | None (or less than $1,001) | None (or less than $201) | 6.57 | ||
| Hewlett-Packard Enterprise Co. (HPE), call option | None (or less than $1,001) | None (or less than $201) | 6.58 | ||
| Hewlett-Packard Enterprise Co. (HPE), put option | None (or less than $1,001) | None (or less than $201) | 6.59 | ||
| Meta Platforms Inc. Class A Common Stock (META), call option | None (or less than $1,001) | None (or less than $201) | 6.60 | ||
| Meta Platforms Inc. Class A Common Stock (META), put option | None (or less than $1,001) | None (or less than $201) | 6.61 | ||
| Micron Technology, Inc. (MU), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.62 | |
| Micron Technology, Inc. (MU), put option | None (or less than $1,001) | None (or less than $201) | 6.63 | ||
| MaxLinear, Inc. (MXL), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.64 | |
| MaxLinear, Inc. (MXL), put option | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains | 6.65 | |
| NVIDIA Corp. (NVDA), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.66 | |
| NVIDIA Corp. (NVDA), put option | None (or less than $1,001) | None (or less than $201) | 6.67 | ||
| ON Semiconductor Corp. (ON), call option | None (or less than $1,001) | None (or less than $201) | 6.68 | ||
| ON Semiconductor Corp. (ON), put option | None (or less than $1,001) | None (or less than $201) | 6.69 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), call option | None (or less than $1,001) | None (or less than $201) | 6.70 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), put option | None (or less than $1,001) | None (or less than $201) | 6.71 | ||
| Snowflake Inc. Class A Common Stock (SNOW), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.72 | |
| Snowflake Inc. Class A Common Stock (SNOW), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 6.73 | |
| Tesla, Inc. (TSLA), call option | None (or less than $1,001) | None (or less than $201) | 6.74 | ||
| Tesla, Inc. (TSLA), put option | None (or less than $1,001) | None (or less than $201) | 6.75 | ||
| Vertiv Holdings LLC Class A Common Stock (VRT), call option | None (or less than $1,001) | None (or less than $201) | 6.76 | ||
| Wolfspeed Inc. Common Stock (WOLF), call option | None (or less than $1,001) | None (or less than $201) | 6.77 | ||
| Wolfspeed Inc. Common Stock (WOLF), put option | None (or less than $1,001) | None (or less than $201) | 6.78 | ||
| Nokia Corporation Sponsored American Depositary Shares (NOK) | None (or less than $1,001) | None (or less than $201) | 6.79 | ||
| Cavalry Management Group LLC U.S. bank #9 (cash) | None (or less than $1,001) | None (or less than $201) | Bank account to close once residual activity ceases. | 7 | |
| Fidelity Retirement Savings, 401K | 8 | ||||
| Fidelity Money Market Portfolio Institutional Class (FNSXX) | $15,001 - $50,000 | None (or less than $201) | 8.1 | ||
| Fidelity Blue Chip Growth K6 Fund (FBCGX) | $100K - $250K | None (or less than $201) | 8.2 | ||
| Fidelity Magellan K6 Fund (FMKFX) | $100K - $250K | None (or less than $201) | 8.3 | ||
| Metropolitan Life Insurance Policy, group variable universal life | $250K - $500K | None (or less than $201) | 9 | ||
| Fidelity Variable Insurance Products Growth Portfolio Initial Class (035) | 9.1 | ||||
| Stratevarious - 02/27/2024 | $1,500 | honorarium | 10 | ||
| Stratevarious - 05/31/2024 | $1,500 | honorarium | 11 |
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. |
|---|---|---|---|
| Cavalry Management Group LLC | I will continue to participate in the health, dental, and vision insurance at my own cost. Cavalry Management Group LLC will not make further contributions after my separation (2003-01-01) | 1 | |
| Cavalry Management Group LLC 401K | I will continue to participate in this defined contribution plan. The plan sponsor does not currently make any contributions and will not make any contributions after my separation. (2005-12-01) | 2 | |
| Fidelity Investments 401K | I will continue to participate in the defined contribution plan, but the employer has ceased making contributions. (1997-04-01) | 3 | |
| Calvary Management Group LLC (Boothbay Fund) | I have a co-investment arrangement with respect to CMG's Boothbay Fund, whereby I, as a manager, contribute capital and the Fund matches that capital, and I absorb first losses and share profits. I can terminate this co-investment arrangement upon termination of my position at CMG. (2003-01-01) | 4 | |
| Calvary Management Group LLC (Topwater Fund) | I have a co-investment arrangement with respect to CMG's Topwater Fund, whereby I, as a manager, contribute capital and the Fund matches that capital, and I absorb first losses and share profits. I can terminate this co-investment arrangement upon termination of my position at CMG. (2003-01-01) | 5 | |
| Calvary Management Group LLC (Prelude Fund) | I have a co-investment arrangement with respect to CMG's Prelude Fund, whereby I, as a manager, contribute capital and the Fund matches that capital, and I absorb first losses and share profits. I can terminate this co-investment arrangement upon termination of my position at CMG. (2003-01-01) | 6 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| brokerage account #1 | 1 | ||||
| Fidelity California AMT Tax-Free Money Market Fund (FSPXX) | $100K - $250K | $5,001 - $15,000 | 1.1 | ||
| TGK Ventures LLC (private family office) | Single member LLC of which filer is the sole and managing member. This is a disregarded entity for tax purposes. | 2 | |||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| U.S. Bank #2 (Cash) | $250K - $500K | None (or less than $201) | 2.2 | ||
| U.S. bank #3 money market account (cash) | $100K - $250K | None (or less than $201) | 2.3 | ||
| brokerage account #2 | 2.4 | ||||
| Advanced Drainage Systems, Inc. (WMS) | $15,001 - $50,000 | None (or less than $201) | 2.4.1 | ||
| Heliostar Metals Ltd. (HSTXF) | $1,001 - $15,000 | None (or less than $201) | 2.4.2 | ||
| Hut 8 Mining Corp. Common Shares (HUT) | $1M - $5M | None (or less than $201) | 2.4.3 | ||
| Nu Holdings Ltd. Class A Ordinary Shares (NU) | $5M - $25M | None (or less than $201) | 2.4.4 | ||
| TransDigm Group, Inc. (TDG) | $15,001 - $50,000 | $1,001 - $2,500 | 2.4.5 | ||
| Adept Ventures SPV LLC LP | TGK Ventures LLC has an LP capital interest in Adept Ventures SPVC LLC LP. Adept was formed to invest in Fever Labs, Inc., a platform to purchase tickets for events, concerts, and comedy shows. | 2.5 | |||
| Fever Labs, Inc (entertainment platform) | $100K - $250K | None (or less than $201) | 2.5.1 | ||
| Almaz Capital Fund II LP | $100K - $250K | $15,001 - $50,000 | Dividends | TGK Ventures LLC has an LP capital interest in Almaz Capital Russia Fund II LP, which is a venture capital fund that targets technology sectors across Russia and the United States. Filer's proportionate interest in underlying holdings is not readily ascertainable. | 2.6 |
| Finalprice Ltd (online travel service) | 2.6.1 | ||||
| Enviz.io SPV LLC (marketing platform) | 2.6.2 | ||||
| Esperanto Technologies Inc (computing solutions company) | 2.6.3 | ||||
| Gmers Net, Inc (eSports company) | 2.6.4 | ||||
| Good Data Inc (analytics distribution platform) | 2.6.5 | ||||
| GridGain Systems, Inc (computing platform) | 2.6.6 | ||||
| NFWare (network services) | 2.6.7 | ||||
| Petcube, Inc (interactive camera device camera) | 2.6.8 | ||||
| RoboCV Limited (robotic systems company) | 2.6.9 | ||||
| Vezet Group (ride-hailing app) | 2.6.10 | ||||
| Carprice (Sellanycar) (online user car evaluation/pricing) | 2.6.11 | ||||
| Vbesama Ltd (online education service) | 2.6.12 | ||||
| ARCEO Labs, Inc. | $500K - $1M | None (or less than $201) | TGK Ventures LLC has an LP capital interest in ARCEO Labs, which operates a cybersecurity platform designed for insurers and brokers to manage cyber risks. | 2.7 | |
| Axiom Venture Fund I LP | $1M - $5M | None (or less than $201) | TGK Ventures LLC has an LP capital interest in Axiom Venture Fund I LP, which invests in infrastructure assets in the bitcoin space. Filer's proportionate interest in underlying holdings is not readily ascertainable. | 2.8 | |
| Chainway Labs (bitcoin scaling solution) | 2.8.1 | ||||
| Debifi (bitcoin backed lending marketplace) | 2.8.2 | ||||
| Alpen Labs (bitcoin scaling solution) | 2.8.3 | ||||
| Ibex Mercado (payments company) | 2.8.4 | ||||
| Emerge (small business funding aggregator) | 2.8.5 | ||||
| Ledunia (telecommunications company) | 2.8.6 | ||||
| In Wolfs Clothing Holdings LLC (bitcoin incubator program) | 2.8.7 | ||||
| ANCHORWATCH Inc (bitcoin insurance company) | 2.8.8 | ||||
| Alby Inc (wallet application) | 2.8.9 | ||||
| CoinCorner Ltd (bitcoin exchange platform) | 2.8.10 | ||||
| Neutronpay Inc (payments processing provider) | 2.8.11 | ||||
| The Bitcoin Company (rewards, debit cards, and remittance platform) | 2.8.12 | ||||
| WVE Money Limited (POS system) | 2.8.13 | ||||
| Getbit Technologies Inc (bitcoin exchange and payments processor) | 2.8.14 | ||||
| Syonta Inc (bitcoin powered energy payments platform) | 2.8.15 | ||||
| MENA Lightning Network Inc (bitcoin savings tool) | 2.8.16 | ||||
| NeoSwap Inc (AI-powered neo bartering trading platform) | 2.8.17 | ||||
| Laier Two Labs Inc (social network platform) | 2.8.18 | ||||
| PNKFRG Studios Oy (gaming platform) | 2.8.19 | ||||
| THNDR Ltd (mobile wagering platform) | 2.8.20 | ||||
| Voltage Inc (bitcoin infrastructure/cloud provider) | 2.8.21 | ||||
| Berkshire Fund IX (IND) LP | $500K - $1M | $15,001 - $50,000 | 2.9 | ||
| Berkshire Fund VII (IND) LP | $15,001 - $50,000 | None (or less than $201) | 2.10 | ||
| Asurion | $15,001 - $50,000 | None (or less than $201) | 2.10.1 | ||
| Breakline Education, PBC | $250K - $500K | None (or less than $201) | TGK Ventures LLC has an interest in Breakline Education, a social venture that helps veterans accelerate into their careers. | 2.11 | |
| Cavalry Vineyards Inc | $50,001 - $100K | None (or less than $201) | TGK Ventures LLC is a partner in Cavalry Vineyards Inc, a California S corporation that owns a small vineyard in France. | 2.12 | |
| Diveplane Corp | $100K - $250K | None (or less than $201) | TGK Ventures LLC has an LP interest in Diveplane Corp, which develops AI-based platforms. | 2.13 | |
| FAMA Technologies Inc | $250K - $500K | None (or less than $201) | TGK Ventures LLC has an LP interest in FAMA Technologies Inc., an AI-based software solution that automates social media and web analysis to help companies make hiring decisions. | 2.14 | |
| GCBH LLC | $1M - $5M | None (or less than $201) | TGK Ventures LLC is a member in GCBH LLC, US based investment company for the purpose of investing in The International Basketball Federation (FIBA) | 2.15 | |
| The International Basketball Federation (FIBA) | 2.15.1 | ||||
| Gordon Biersch Brewing Company, Inc. | $100K - $250K | None (or less than $201) | TGK Ventures LLC has an LP interest in Gordon Biersch Brewing Company, which operates brewery restaurants. | 2.16 | |
| Housatonic CF II, LP | $100K - $250K | None (or less than $201) | TGK Ventures LLC has an LP interest in Housatonic CF II, LP. | 2.17 | |
| Housatonic Equity Investors V LP | $250K - $500K | None (or less than $201) | TGK Ventures LLC has an LP interest in Housatonic Equity Investors V LP. | 2.18 | |
| Kaszek Ventures I LP | $500K - $1M | None (or less than $201) | 2.19 | ||
| Lincoln Peak Capital LLC | $15,001 - $50,000 | $3,927 | cash distribution | TGK Ventures LLC has an LP interest in Lincoln Peak Capital, equity partner to entrepreneurial management teams. | 2.20 |
| LUFCSF LLC | $250K - $500K | None (or less than $201) | TGK Ventures LLC is a member in LUFCSF LLC, which owns LEEDS United Football Club based in Leeds West Yorkshire England. | 2.21 | |
| Leeds United Football Club | 2.21.1 | ||||
| Merus Capital I LP | $500K - $1M | None (or less than $201) | TGK Ventures LLC has an LP interest in Merus Capital I LP. | 2.22 | |
| PARR Wines LLC | $50,001 - $100K | None (or less than $201) | TGK Ventures LLC has an LP interest in PARR Wines, a producer and marketer of wines. | 2.23 | |
| REOF IX LLC | $500K - $1M | $31,927 | cash distribution | 2.24 | |
| Esperanza Resort Baja MX | 2.24.1 | ||||
| REOF XXII LLC | $250K - $500K | None (or less than $201) | 2.25 | ||
| Daybreak Hotels FL USA (single unit) | 2.25.1 | ||||
| REOF XXVI LLC | $500K - $1M | None (or less than $201) | 2.26 | ||
| San Francisco, CA (single commercial unit) | None (or less than $201) | 2.26.1 | |||
| Reverie Reserves LLC | $15,001 - $50,000 | $1,939 | cash distribution | TGK Ventures LLC has an LP interest in Reverie Reserve, which invests in and provides consulting services in cryptocurrency companies. | 2.27 |
| TG SEA Pref, LLC | $250K - $500K | None (or less than $201) | TGK Ventures LLC has an LP interest in Topgolf Southeast Asia, which owns sports and entertainment venues in southeast Asia. | 2.28 | |
| EBN Holdings LLC | $100K - $250K | None (or less than $201) | TGK Ventures LLC is a member of EBN Holdings LLC, a data service company. | 2.29 | |
| Promissory Note from EBN Holdings LLC | $1M - $5M | None (or less than $201) | 2.29.1 | ||
| Cordelia Club | $100K - $250K | None (or less than $201) | Cordelia Club owns a recreational duck hunting property in Sonoma Country, California. | 2.30 | |
| Topwater Partners LLC (cash only) (separately managed account) (co-investment interest) | $250K - $500K | None (or less than $201) | 2.31 | ||
| Prelude Opportunity Fund LP (cash only) (separately managed account) (co-investment interest | $500K - $1M | None (or less than $201) | 2.32 | ||
| Boothbay Absolute Return Strategies LP (separately managed account) (co-investment interest | 2.33 | ||||
| Apple, Inc. (AAPL), open short position: 425 shares at $244.47 (value not readily ascertainable) | None (or less than $201) | 2.33.1 | |||
| Adobe, Inc. (ADBE), open short position: 91 shares at $464.11 (value not readily ascertainable) | None (or less than $201) | 2.33.2 | |||
| Applied Materials, Inc. (AMAT). open short position: 144 shares at $172 (value not readily ascertainable) (value not readily ascertainable) | None (or less than $201) | 2.33.3 | |||
| Advanced Micro Devices, Inc. (AMD), open short position: 647 shares at $114.28 (value not readily ascertainable) | None (or less than $201) | 2.33.4 | |||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains | 2.33.5 | |
| Arista Networks, Inc. (ANET), open short position: 5 shares at $2.25 (value not readily ascertainable) | None (or less than $201) | 2.33.6 | |||
| Alpha and Omega Semiconductor Limited (AOSL), open short position: 17 shares at $.025 (value not readily ascertainable) | None (or less than $201) | 2.33.7 | |||
| Arm Holdings PLC-ADR (ARM), open short position: 189 shares at $160.32 (value not readily ascertainable) | None (or less than $201) | 2.33.8 | |||
| Broadcom, Inc. (AVGO) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains Dividends | 2.33.9 | |
| Bloom Energy Corporation (BE) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains | 2.33.10 | |
| Charter Communications, Inc. (CHTR), open short position: 129 shares at $361.74 (value not readily ascertainable) | None (or less than $201) | 2.33.11 | |||
| Ciena Corp. (CIEN) | $50,001 - $100K | $5,001 - $15,000 | Capital Gains | 2.33.12 | |
| Comcast Corp. (CMCSA), open short position: 1,139 shares at $36.35 (value not readily ascertainable) | None (or less than $201) | 2.33.13 | |||
| salesforce.com, inc. (CRM), open short position: 145 shares at $328.96 (value not readily ascertainable) | None (or less than $201) | 2.33.14 | |||
| The Walt Disney Co. (DIS), open short position: 467 shares at $109.56 (value not readily ascertainable) | None (or less than $201) | 2.33.15 | |||
| Amdocs Limited Ordinary Shares (DOX) | $15,001 - $50,000 | None (or less than $201) | 2.33.16 | ||
| Equinix, Inc. (EQIX) | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends | 2.33.17 | |
| TELEFONAKTIEBOLAGET LM ERICSSON (American Depositary Shares), open short position: 138 shares at $.025 (value not readily ascertainable) | None (or less than $201) | 2.33.18 | |||
| Alphabet, Inc. (GOOG), open short position: 267 shares at $185.80 (value not readily ascertainable) | None (or less than $201) | 2.33.19 | |||
| Hewlett-Packard Enterprise Co. (HPE) | $15,001 - $50,000 | None (or less than $201) | 2.33.20 | ||
| International Business Machines Corp. (IBM) | $50,001 - $100K | $5,001 - $15,000 | Capital Gains | 2.33.21 | |
| Lumentum Holdings, Inc. (LITE), open short position: 8 shares at $.375 (value not readily ascertainable) | None (or less than $201) | 2.33.22 | |||
| Meta Platforms Inc. Class A Common Stock (META) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains Dividends | 2.33.23 | |
| Monolithic Power Systems, Inc. (MPWR), open short position: 89 shares at $690.77 (value not readily ascertainable) | None (or less than $201) | 2.33.24 | |||
| Marvell Technology Group Ltd. (MRVL), open short position: 412 shares at $107.29 (value not readily ascertainable) | None (or less than $201) | 2.33.25 | |||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 2.33.26 | ||
| Micron Technology, Inc. (MU), open short position: 678 shares at $106.79 (value not readily ascertainable) | None (or less than $201) | 2.33.27 | |||
| Nokia Corporation Sponsored American Depositary Shares (NOK) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains | 2.33.28 | |
| ServiceNow, Inc. (NOW), open short position: 24 shares at $997.48 (value not readily ascertainable) | None (or less than $201) | 2.33.29 | |||
| Nvidia Corp. (NVDA) | $15,001 - $50,000 | $5,001 - $15,000 | Capital Gains Dividends | 2.33.30 | |
| Snowflake Inc. Class A Common Stock (SNOW) | $50,001 - $100K | $15,001 - $50,000 | Capital Gains | 2.33.31 | |
| AT&T (T) | $50,001 - $100K | $15,001 - $50,000 | Capital Gains Dividends | 2.33.32 | |
| T-Mobile US, Inc. (TMUS), open short position: 113 shares at $263.21 (value not readily ascertainable) | None (or less than $201) | 2.33.33 | |||
| Tesla, Inc. (TSLA), open short position: 122 shares at $354.11 (value not readily ascertainable) | None (or less than $201) | 2.33.34 | |||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $15,001 - $50,000 | $15,001 - $50,000 | Capital Gains Dividends | 2.33.35 | |
| Uber Technologies, Inc. (UBER), open short position: 453 shares at $81.49 (value not readily ascertainable) | None (or less than $201) | 2.33.36 | |||
| Vertiv Holdings LLC Class A Common Stock (VRT), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.37 | ||
| Analog Devices, Inc. (ADI), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 2.33.38 | |
| Astera Labs Inc (ALAB), closed short position | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains | 2.33.39 | |
| Datadog Inc. Class A Common Stock (DDOG), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.40 | ||
| Dell Technologies, Inc. (DELL), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 2.33.41 | |
| Harmonic, Inc. (HLIT), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.42 | ||
| Infineon Technologies-ADR (IFNNY), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.43 | ||
| Intel Corp. (INTC), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 2.33.44 | |
| KLA Corp. (KLAC), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.45 | ||
| Lam Research Corp. (LRCX), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 2.33.46 | |
| Microchip Technology, Inc. (MCHP), closed short position | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 2.33.47 | |
| MaxLinear, Inc. (MXL), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.48 | ||
| ON Semiconductor Corp. (ON), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.49 | |
| Palo Alto Networks, Inc. (PANW), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.50 | ||
| QUALCOMM, Inc. (QCOM), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 2.33.51 | |
| Rivian Automotive Inc. Class A Common Stock (RIVN), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.52 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains | 2.33.53 | |
| Silicon Laboratories, Inc. (SLAB), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.54 | ||
| Seagate Technology Plc (STX), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.55 | ||
| Skyworks Solutions, Inc. (SWKS), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 2.33.56 | |
| Texas Instruments Incorporated (TXN), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.57 | ||
| Western Digital Corp. (WDC), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.33.58 | |
| Wolfspeed Inc. Common Stock (WOLF), closed short position | None (or less than $1,001) | None (or less than $201) | 2.33.59 | ||
| Alpha and Omega Semiconductor Limited (AOSL), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.60 | |
| Alpha and Omega Semiconductor Limited (AOSL), put option | $15,001 - $50,000 | None (or less than $201) | 2.33.61 | ||
| TELEFONAKTIEBOLAGET LM ERICSSON (American Depositary Shares, call option | None (or less than $1,001) | None (or less than $201) | 2.33.62 | ||
| Ericsson American Depositary Shares (ERIC), put option | $15,001 - $50,000 | None (or less than $201) | 2.33.63 | ||
| Lumentum Holdings, Inc. (LITE), call option | None (or less than $1,001) | None (or less than $201) | 2.33.64 | ||
| Lumentum Holdings, Inc. (LITE), put option | $15,001 - $50,000 | None (or less than $201) | 2.33.65 | ||
| Monolithic Power Systems, Inc. (MPWR), call option | $1,001 - $15,000 | None (or less than $201) | 2.33.66 | ||
| Monolithic Power Systems, Inc. (MPWR), put option | None (or less than $1,001) | None (or less than $201) | 2.33.67 | ||
| Apple, Inc. (AAPL), call option | None (or less than $1,001) | None (or less than $201) | 2.33.68 | ||
| Apple, Inc. (AAPL), put option | None (or less than $1,001) | None (or less than $201) | 2.33.69 | ||
| Advanced Micro Devices, Inc. (AMD), call option | None (or less than $1,001) | None (or less than $201) | 2.33.70 | ||
| Advanced Micro Devices, Inc. (AMD), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.71 | |
| Broadcom, Inc. (AVGO), call option | None (or less than $1,001) | None (or less than $201) | 2.33.72 | ||
| Broadcom, Inc. (AVGO), put option | None (or less than $1,001) | None (or less than $201) | 2.33.73 | ||
| Bloom Energy Corporation (BE), call option | None (or less than $1,001) | None (or less than $201) | 2.33.74 | ||
| Bloom Energy Corporation (BE), put option | None (or less than $1,001) | None (or less than $201) | 2.33.75 | ||
| Charter Communications, Inc. (CHTR), call option | None (or less than $1,001) | None (or less than $201) | 2.33.76 | ||
| Charter Communications, Inc. (CHTR), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.77 | |
| Ciena Corp. (CIEN), call option | None (or less than $1,001) | None (or less than $201) | 2.33.78 | ||
| Ciena Corp. (CIEN), put option | None (or less than $1,001) | None (or less than $201) | 2.33.79 | ||
| Hewlett-Packard Enterprise Co. (HPE), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.80 | |
| Hewlett-Packard Enterprise Co. (HPE), put option | None (or less than $1,001) | None (or less than $201) | 2.33.81 | ||
| Meta Platforms Inc. Class A Common Stock (META), put option | None (or less than $1,001) | None (or less than $201) | 2.33.82 | ||
| Meta Platforms Inc. Class A Common Stock (META), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.83 | |
| 4 Micron Technology, Inc. (MU), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.84 | |
| Micron Technology, Inc. (MU), put option | None (or less than $1,001) | None (or less than $201) | 2.33.85 | ||
| MaxLinear, Inc. (MXL), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.86 | |
| MaxLinear, Inc. (MXL), put option | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 2.33.87 | |
| NVIDIA Corp. (NVDA), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 2.33.88 | |
| NVIDIA Corp. (NVDA), put option | None (or less than $1,001) | None (or less than $201) | 2.33.89 | ||
| ON Semiconductor Corp. (ON), call option | None (or less than $1,001) | None (or less than $201) | 2.33.90 | ||
| ON Semiconductor Corp. (ON), put option | None (or less than $1,001) | None (or less than $201) | 2.33.91 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), call option | None (or less than $1,001) | None (or less than $201) | 2.33.92 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), put option | None (or less than $1,001) | None (or less than $201) | 2.33.93 | ||
| Snowflake Inc. Class A Common Stock (SNOW), put option | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.33.94 | |
| Tesla, Inc. (TSLA), put option | None (or less than $1,001) | None (or less than $201) | 2.33.95 | ||
| Tesla, Inc. (TSLA), call option | None (or less than $1,001) | None (or less than $201) | 2.33.96 | ||
| Vertiv Holdings LLC Class A Common Stock (VRT), call option | None (or less than $1,001) | None (or less than $201) | 2.33.97 | ||
| Wolfspeed Inc. Common Stock (WOLF), call option | None (or less than $1,001) | None (or less than $201) | 2.33.98 | ||
| Wolfspeed Inc. Common Stock (WOLF), put option | None (or less than $1,001) | None (or less than $201) | 2.33.99 | ||
| Snowflake Inc. Class A Common Stock (SNOW), call option | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 2.33.100 | |
| Arista Networks, Inc. (ANET), put option | $1,001 - $15,000 | None (or less than $201) | 2.33.101 | ||
| Cavalry Opportunity Fund, LP (investment fund) | 2.34 | ||||
| Morgan Stanley Institutional Liquidity Funds Prime Portfolio (MPFXX) | $5M - $25M | $100K - $1M | 2.34.1 | ||
| U.S. Bank #4 (Cash) | $15,001 - $50,000 | None (or less than $201) | 3 | ||
| U.S. Bank #5 (Cash) | $100K - $250K | None (or less than $201) | 4 | ||
| U.S. bank #6 money market account (cash) | $250K - $500K | $15,001 - $50,000 | Interest | 5 | |
| U.S. Bank #7 (Cash) | None (or less than $1,001) | None (or less than $201) | 6 | ||
| JKH 2021 Irrevocable Trust | This trust owns personal real estate. | 7 | |||
| U.S. bank #8 (cash) | $250K - $500K | $2,501 - $5,000 | Interest | 7.1 | |
| Promissory Note from JKH 2021 Irrevocable Trust | $1M - $5M | $15,001 - $50,000 | Interest | 8 | |
| Cavalry Crypto LP | 9 | ||||
| U.S. bank #9 (cash) | None (or less than $1,001) | None (or less than $201) | This wholly owned company is a disregarded entity for tax purposes that was dissolved in September 2023. The bank account was kept open for residual activity. | 9.1 | |
| Promissory Note from KBH 2021 Irrevocable Trust | $1M - $5M | $15,001 - $50,000 | Interest | 10 | |
| Boothbay Diversified Alpha Fund LP(co- investment interest | This fund was closed in November 2024 and all holdings were liquidated to cash. As of the date of initially submitting this Nominee 278 (2/18/2025), all cash had been distributed from the Fund and I had no economic interest in it. | 11 | |||
| Amazon.com, Inc. (AMZN) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 11.1 | |
| Broadcom, Inc. (AVGO) | None (or less than $1,001) | None (or less than $201) | 11.2 | ||
| Bloom Energy Corporation (BE) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 11.3 | |
| Ciena Corp. (CIEN) | None (or less than $1,001) | None (or less than $201) | 11.4 | ||
| Amdocs Limited Ordinary Shares (DOX) | None (or less than $1,001) | None (or less than $201) | 11.5 | ||
| Equinix, Inc. (EQIX) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 11.6 | |
| Hewlett-Packard Enterprise Co. (HPE) | None (or less than $1,001) | None (or less than $201) | 11.7 | ||
| International Business Machines Corp. (IBM) | None (or less than $1,001) | None (or less than $201) | 11.8 | ||
| Meta Platforms Inc. Class A Common Stock (META) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 11.9 | |
| Microsoft Corp. (MSFT) | None (or less than $1,001) | None (or less than $201) | 11.10 | ||
| Nvidia Corp. (NVDA) | None (or less than $1,001) | $2,501 - $5,000 | 11.11 | ||
| Snowflake Inc. Class A Common Stock (SNOW) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 11.12 | |
| AT&T (T) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Dividends | 11.13 | |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 11.14 | |
| Vertiv Holdings LLC Class A Common Stock (VRT), closed short position | None (or less than $1,001) | None (or less than $201) | 11.15 | ||
| Analog Devices, Inc. (ADI), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 11.16 | |
| Astera Labs Inc (ALAB), closed short position | None (or less than $1,001) | $1,001 - $2,500 | 11.17 | ||
| Datadog Inc. Class A Common Stock (DDOG), closed short position | None (or less than $1,001) | None (or less than $201) | 11.18 | ||
| Dell Technologies, Inc. (DELL), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 11.19 | |
| Harmonic, Inc. (HLIT), closed short position | None (or less than $1,001) | None (or less than $201) | 11.20 | ||
| Infineon Technologies-ADR (IFNNY), closed short position | None (or less than $1,001) | None (or less than $201) | 11.21 | ||
| Intel Corp. (INTC), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains Dividends | 11.22 | |
| KLA Corp. (KLAC), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 11.23 | |
| Lam Research Corp. (LRCX), closed short position | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains Dividends | 11.24 | |
| Microchip Technology, Inc. (MCHP), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 11.25 | |
| MaxLinear, Inc. (MXL), closed short position | None (or less than $1,001) | None (or less than $201) | 11.26 | ||
| ON Semiconductor Corp. (ON), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.27 | |
| Palo Alto Networks, Inc. (PANW), closed short position | None (or less than $1,001) | None (or less than $201) | 11.28 | ||
| QUALCOMM, Inc. (QCOM), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 11.29 | |
| Rivian Automotive Inc. Class A Common Stock (RIVN), closed short position | None (or less than $1,001) | None (or less than $201) | 11.30 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), closed short position | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 11.31 | |
| Silicon Laboratories, Inc. (SLAB), closed short position | None (or less than $1,001) | None (or less than $201) | 11.32 | ||
| Seagate Technology Plc (STX), closed short position | None (or less than $1,001) | None (or less than $201) | 11.33 | ||
| Skyworks Solutions, Inc. (SWKS), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 11.34 | |
| Texas Instruments Incorporated (TXN), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 11.35 | |
| Western Digital Corp. (WDC), closed short position | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.36 | |
| Wolfspeed Inc. Common Stock (WOLF), closed short position | None (or less than $1,001) | None (or less than $201) | 11.37 | ||
| Alpha and Omega Semiconductor Limited (AOSL), call option | None (or less than $1,001) | None (or less than $201) | 11.38 | ||
| Alpha and Omega Semiconductor Limited (AOSL), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.39 | |
| Ericsson American Depositary Shares (ERIC), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.40 | |
| Ericsson American Depositary Shares (ERIC), put option | None (or less than $1,001) | None (or less than $201) | 11.41 | ||
| Lumentum Holdings, Inc. (LITE), call option | None (or less than $1,001) | None (or less than $201) | 11.42 | ||
| Lumentum Holdings, Inc. (LITE), put option | None (or less than $1,001) | None (or less than $201) | 11.43 | ||
| Apple, Inc. (AAPL), call option | None (or less than $1,001) | None (or less than $201) | 11.44 | ||
| Apple, Inc. (AAPL), put option | None (or less than $1,001) | None (or less than $201) | 11.45 | ||
| Advanced Micro Devices, Inc. (AMD), call option | None (or less than $1,001) | None (or less than $201) | 11.46 | ||
| Advanced Micro Devices, Inc. (AMD), put option | None (or less than $1,001) | None (or less than $201) | 11.47 | ||
| Broadcom, Inc. (AVGO), call option | None (or less than $1,001) | None (or less than $201) | 11.48 | ||
| Broadcom, Inc. (AVGO), put option | None (or less than $1,001) | None (or less than $201) | 11.49 | ||
| Bloom Energy Corporation (BE), call option | None (or less than $1,001) | None (or less than $201) | 11.50 | ||
| Bloom Energy Corporation (BE), put option | None (or less than $1,001) | None (or less than $201) | 11.51 | ||
| Charter Communications, Inc. (CHTR), call option | None (or less than $1,001) | None (or less than $201) | 11.52 | ||
| Charter Communications, Inc. (CHTR), put option | None (or less than $1,001) | None (or less than $201) | 11.53 | ||
| Ciena Corp. (CIEN), call option | None (or less than $1,001) | None (or less than $201) | 11.54 | ||
| Ciena Corp. (CIEN), put option | None (or less than $1,001) | None (or less than $201) | 11.55 | ||
| Hewlett-Packard Enterprise Co. (HPE), call option | None (or less than $1,001) | None (or less than $201) | 11.56 | ||
| Hewlett-Packard Enterprise Co. (HPE), put option | None (or less than $1,001) | None (or less than $201) | 11.57 | ||
| Meta Platforms Inc. Class A Common Stock (META), call option | None (or less than $1,001) | None (or less than $201) | 11.58 | ||
| Meta Platforms Inc. Class A Common Stock (META), put option | None (or less than $1,001) | None (or less than $201) | 11.59 | ||
| Micron Technology, Inc. (MU), call option | None (or less than $1,001) | None (or less than $201) | 11.60 | ||
| Micron Technology, Inc. (MU), put option | None (or less than $1,001) | None (or less than $201) | 11.61 | ||
| MaxLinear, Inc. (MXL), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.62 | |
| MaxLinear, Inc. (MXL), put option | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains | 11.63 | |
| NVIDIA Corp. (NVDA), call option | None (or less than $1,001) | None (or less than $201) | 11.64 | ||
| NVIDIA Corp. (NVDA), put option | None (or less than $1,001) | None (or less than $201) | 11.65 | ||
| ON Semiconductor Corp. (ON), call option | None (or less than $1,001) | None (or less than $201) | 11.66 | ||
| ON Semiconductor Corp. (ON), put option | None (or less than $1,001) | None (or less than $201) | 11.67 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), call option | None (or less than $1,001) | None (or less than $201) | 11.68 | ||
| Rocket Lab USA Inc. Common Stock (RKLB), put option | None (or less than $1,001) | None (or less than $201) | 11.69 | ||
| Snowflake Inc. Class A Common Stock (SNOW), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.70 | |
| Snowflake Inc. Class A Common Stock (SNOW), put option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.71 | |
| Tesla, Inc. (TSLA), call option | None (or less than $1,001) | None (or less than $201) | 11.72 | ||
| Tesla, Inc. (TSLA), put option | None (or less than $1,001) | None (or less than $201) | 11.73 | ||
| Vertiv Holdings LLC Class A Common Stock (VRT), call option | None (or less than $1,001) | None (or less than $201) | 11.74 | ||
| Wolfspeed Inc. Common Stock (WOLF), call option | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 11.75 | |
| Wolfspeed Inc. Common Stock (WOLF), put option | None (or less than $1,001) | None (or less than $201) | 11.76 | ||
| Nokia Corporation Sponsored American Depositary Shares (NOK) | None (or less than $1,001) | None (or less than $201) | 11.77 |
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. |
|---|---|---|---|---|
| Hut 8 Mining Corp. Common Shares (HUT) | $1M - $5M | Sale, 2025-08-18
| 1 | |
| NU HOLDINGS LTD REG SHS CLA A (NU) | $1M - $5M | Sale, 2025-08-18
| 2 | |
| Hut 8 Mining Corp. Common Shares (HUT) | $1M - $5M | Sale, 2025-08-27
| 3 | |
| NU HOLDINGS LTD REG SHS CLA A (NU) | $1M - $5M | Sale, 2025-08-28
| 4 | |
| Hut 8 Mining Corp. Common Shares (HUT) | $1M - $5M | Sale, 2025-09-09
| 5 | |
| NU HOLDINGS LTD REG SHS CLA A (NU) | $250K - $500K | Sale, 2025-09-09
| 6 | |
| NU HOLDINGS LTD REG SHS CLA A (NU) | $1M - $5M | Sale, 2025-09-10
| 7 |
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)




