Casey Means

Status
Nominated
Reported Asset Values
$663K–$1.6M+

The data on this page comes from a financial disclosure filed by Casey Means, who was picked to be: Surgeon General, Department of Health & Human Services. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.

Roles Outside Government

Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)

OrganizationPosition heldEndnoteLine No.
Violet Flame HI, LLCManaging Member, 4/2025 - Present1
God Sauce, LLCManager, 10/2024 - PresentNo reportable value or income. After filing this nominee report, the company was dissolved on August 29, 2025.2
Violet Flame, LLCManaging Member, 1/2024 - Present3
Levels Health, Inc.Advisor, 12/2023 - Present4
Levels Health, Inc.Chief Medical Officer, 8/2019 - 11/20235
Good Energy Health, LLCCo-Owner, Member, 7/2022 - 6/20256
Rupa, Inc.Course Instructor, 10/2024 - PresentFullscript acquired Rupa, Inc., in October 2024. I still have a contract with Rupa Health, but I have not begun any additional work for the organization since November 2024.7
Farmers Juice, LLCAdvisor, 6/2022 - 8/20248
Good Energy, LLCManaging Member, 12/2022 - 2/20249
Commune Media, Inc.Course Instructor, 1/2024 - 1/202410
Employment Assets

Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Your Year of Miracles, LLC - 04/16/2025$250Honorarium1
Violet Flame HI, LLC2
Inkwell Management, LLC (agent)2.1
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Avery Publishing (parent: Penguin Group) (value not readily ascertainable)$122KAdvance2.1.1
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Avery Publishing (parent: Penguin Group) (value not readily ascertainable)$100K - $1MRent or Royalties2.1.2
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Ullstein Buchverlage GmbH (value not readily ascertainable)None (or less than $201)2.1.3
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Beijing Science and Technology Publishing Co. Limited (value not readily ascertainable)$2,750Advance2.1.4
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Edesviz Kiado Kft. (value not readily ascertainable)$1,750Advance2.1.5
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Ullstein Buchverlage GmbH, advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.6
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Vydavatel'stvo Tatran (value not readily ascertainable)None (or less than $201)2.1.7
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Vydavatel'stvo Tatran, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.8
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," PT Gramedia Pustaka Utama - M&C (value not readily ascertainable)None (or less than $201)2.1.9
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," PT Gramedia Pustaka Utama - M&C, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.10
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," UAB Liutai Ne Avys (value not readily ascertainable)$3,000Advance2.1.11
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Progress Kniga Limited (value not readily ascertainable)$1,000Advance2.1.12
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Bookdance Publishing (value not readily ascertainable)$850Advance2.1.13
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," 1980 Book Limited Co. (value not readily ascertainable)$600Advance2.1.14
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Shtepia Botuese BOTART (value not readily ascertainable)None (or less than $201)2.1.15
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Shtepia Botuese BOTART, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.16
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Editora Sextante (parent: Gmt Editores Ltda.) (value not readily ascertainable)$2,500Advance2.1.17
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Editora Sextante (parent: Gmt Editores Ltda.), advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.18
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Ciela Norma (value not readily ascertainable)$800Advance2.1.19
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Stilus Kniga (value not readily ascertainable)$1,000Advance2.1.20
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," ABP Publishing Limited (value not readily ascertainable)$4,264Advances2.1.21
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," ProgressGuru (value not readily ascertainable)None (or less than $201)2.1.22
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," ProgressGuru, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.23
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," ABP Publishing Limited, advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.24
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Guy Tredaniel Editeur (value not readily ascertainable)$3,937Advance2.1.25
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Psichogios Publications (value not readily ascertainable)None (or less than $201)2.1.26
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Psichogios Publications, advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.27
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," MyMirror Publishing House (value not readily ascertainable)$2,250Advance2.1.28
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Matar Triwaks Publishers (value not readily ascertainable)None (or less than $201)2.1.29
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Matar Triwaks Publishers, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.30
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Mondadori Libri S.p.A. (Mondadori Libri) (value not readily ascertainable)None (or less than $201)2.1.31
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Mondadori Libri S.p.A. (Mondadori Libri), advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.32
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," JMA Management Center, Inc. (value not readily ascertainable)None (or less than $201)2.1.33
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," JMA Management Center, Inc., advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.34
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Apgads Zvaigzne (value not readily ascertainable)None (or less than $201)2.1.35
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Apgads Zvaigzne, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.36
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Monsudar Publishing, LLC (value not readily ascertainable)$550Advances2.1.37
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Grupa Wydawnicza Filia Spolka (value not readily ascertainable)None (or less than $201)2.1.38
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Grupa Wydawnicza Filia Spolka, advance: cash receivable$15,001 - $50,000None (or less than $201)2.1.39
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Jarir Marketing Company (value not readily ascertainable)$1,000Advance2.1.40
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Carobna Knjiga (value not readily ascertainable)$750Advance2.1.41
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Chiara B., DOO (value not readily ascertainable)None (or less than $201)2.1.42
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Chiara B., DOO, advance: cash receivableNone (or less than $1,001)None (or less than $201)2.1.43
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Brafo, AB (value not readily ascertainable)$1,500Advance2.1.44
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Common Life Publishing Co. Limited (value not readily ascertainable)None (or less than $201)2.1.45
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Common Life Publishing Co. Limited, advances: cash receivable$1,001 - $15,000None (or less than $201)2.1.46
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Dogan Yayinlari (value not readily ascertainable)$1,250Advance2.1.47
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," BookChef Publishing, LLC (value not readily ascertainable)$500Advance2.1.48
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," HarperCollins Publishers Limited (value not readily ascertainable)$24,980Advances2.1.49
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," HarperCollins Publishers Limited, advance: cash receivable$1,001 - $15,000None (or less than $201)2.1.50
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Beijing Science and Technology Publishing Co. Limited (value not readily ascertainable)None (or less than $201)2.1.51
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Edesviz Kiado Kft. (value not readily ascertainable)None (or less than $201)2.1.52
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," UAB Liutai Ne Avys (value not readily ascertainable)None (or less than $201)2.1.53
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Progress Kniga Limited (value not readily ascertainable)None (or less than $201)2.1.54
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Bookdance Publishing (value not readily ascertainable)None (or less than $201)2.1.55
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," 1980 Book Limited Co. (value not readily ascertainable)None (or less than $201)2.1.56
Violet Flame, LLC, S corporation3
Amazon.com, Inc.$33,000Partnership Fees3.1
Apothekary, Inc. (herbal remedies and wellness products)$12,000Newsletter Sponsorship3.2
BeingBrigid Functional Nutrition Consulting, LLC (personalized nutrition coaching)$3,377Partnership Fees3.3
The Power of Pure, LLC (cleaning products)$16,174Newsletter Sponsorship and Partnership Fees3.4
Genova Diagnostics, Inc. (diagnostic testing)$10,000Book Tour and Newsletter Sponsorship3.5
Cast & Crew Production Services (Bill Maher) - 11/15/2024$691Honorarium3.6
Commune Media, Inc. - 02/01/2025$7,000Speaking Fee3.7
Daily Harvest, Inc. (meal kit service)$12,000Newsletter Sponsorship3.8
ENERGYbits, Inc. (algae supplements)$27,431Newsletter Sponsorship and Partnership Fees3.9
Florasophy, LLC (fiber supplements)$16,461Newsletter Sponsorship and Partnership Fees3.10
Function Health, Inc. (lab testing health platform)$59,847Newsletter Sponsorship and Partnership Fees3.11
Laird Superfood, Inc.$10,000Newsletter Sponsorship3.12
Levels Health, Inc. (metabolic health app)$23,897Partnership Fees3.13
MagicLinks, Inc. (e-commerce and media)$14,149Partnership Fees3.14
Marriott International, Inc. - 11/12/2024$5,000Speaking Fee3.15
Momentous (nutritional and dietary supplements)$39,086Partnership Fees3.16
Pendulum Therapeutics, Inc. (probiotic products)$27,000Newsletter Sponsorship3.17
Pique, Inc. (teas, supplements, and elixirs)$46,000Newsletter Sponsorship3.18
Pure and Simple Wellness, Inc., Mariza Snyder (wellness practitioner) (10/14/2024- 10/18/2024)$323Event Marketing FeeThis compensation was for marketing this event in my newsletter.3.19
Rupa, Inc. (health care platform)$114KCourse Instructor Fees3.20
Seatopia, Inc. (seafood)$18,771Newsletter Sponsorship and Partnership Fees3.21
Amazentis, SA (nutritional health)$79,166Newsletter Sponsorship and Partnership Fees3.22
WeNatal, Inc. (prenatal vitamin supplements)$536Partnership Fees3.23
Basil Seed Works, Inc. (basil seeds)$16,104Newsletter Sponsorship and Partnership Fees3.24
GOOD ENERGY, Trademark Application # 98/753,074 (value not readily ascertainable)None (or less than $201)3.25
GOOD ENERGY, Trademark Application # 98/752,949 (value not readily ascertainable)None (or less than $201)3.26
Inkwell Management, LLC (agent)3.27
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Avery Publishing (parent: Penguin Group) (value not readily ascertainable)$43,884Advance3.27.1
Good Energy Health, LLC3.28
Inkwell Management, LLC (agent)3.28.1
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Avery Publishing (parent: Penguin Group) (value not readily ascertainable)$82,913Advance3.28.1.1
Rupa, Inc., on-demand course payment: cash receivable$1,001 - $15,000None (or less than $201)3.29
LivOn Laboratories, Inc., newsletter sponsorship: cash receivable$1,001 - $15,000None (or less than $201)3.30
Levels Health, Inc.$10,624Advisor/Consulti ng Fees4
Levels Health, Inc.$250K - $500KNone (or less than $201)This is stock from vested restricted stock awards.5
Levels Health, Inc., vested stock options$1,001 - $15,000None (or less than $201)6
Levels Health, Inc., unvested stock options (value: $744.75): 2,500 unvested shares, strike $1.25, vest 12/2025, exp. 07/2034)None (or less than $1,001)None (or less than $201)7
Farmers Juice, LLC (cold-pressed juices, shots, and cleanses)$13,500Advisor/Consulti ng Fees8
Farmers Juice, LLC, vested profits interest unitsNone (or less than $1,001)None (or less than $201)After filing this nominee report, the forfeiture and release of all equity in company took place on August 8, 2025.9
Good Energy, LLC, S corporation10
American Academy of Anti-Aging Medicine (A4M) - 05/03/2024$1,000Honorarium10.1
Commune Media, Inc. (online holistic health wellness courses)$10,000Course Instructor FeeThis online course was produced with no specified airing dates . I was hired as a contractor to film the course.10.2
Genova Diagnostics, Inc.$10,000Book Tour and Newsletter Sponsorship10.3
Levels Health, Inc.$10,624Advisor/Consulti ng Fees10.4
Amazentis, SA$55,000Book Tour Sponsorship10.5
Wanderlust Products Proprietary Limited - 12/09/2023$3,000Speaking Fee10.6
WeNatal, Inc.$296Partnership Fees10.7
YPO, Inc. - 06/04/2024$5,000Learning Advisory Partners Session Stipend10.8
Basil Seed Works, Inc.$6,000Book Tour Sponsorship10.9
Commune Media, Inc. - 02/01/2025$3,000Speaking Fee10.10
Inkwell Management, LLC (agent)10.11
"Good Energy: The Surprising Connection Between Metabolism and Limitless Health," Avery Publishing (parent: Penguin Group) (value not readily ascertainable)$89,000Advance10.11.1
Violet Flame, LLC, one-participant 401(k) plan11
U.S. brokerage account (Cash)$15,001 - $50,000None (or less than $201)11.1
Filer's SEP-IRA12
Vanguard ESG International Stock - ETF Shares (VSGX)$50,001 - $100KNone (or less than $201)12.1
Vanguard 500 Index Fund - ETF Shares (VOO)$15,001 - $50,000None (or less than $201)12.2
Vanguard Small-Cap Growth Index Fund - ETF Shares (VBK)$15,001 - $50,000None (or less than $201)12.3
Filer's Roth IRA13
Vanguard Small-Cap Value Index Fund - ETF Shares (VBR)$1,001 - $15,000None (or less than $201)13.1
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)

OrganizationAgreementEndnoteLine No.
Violet Flame HI, LLCDuring my appointment, the LLC will be inactive other than to collect remaining receivables, the final installment of my book advance, international book advance payments, and book royalties. (2025-08-01)1
God Sauce, LLCThis entity will be dissolved before entering government service. It holds no assets. (2025-08-01)No reportable value or income. After filing this nominee report, the company was dissolved on August 29, 2025.2
Farmers Juice, LLCI will forfeit my vested profits interest units in August 2025. I hold no unvested profits interest units. (2025-08-01)After filing this nominee report, the forfeiture and release of all equity in company took place on August 8, 2025.3
Violet Flame, LLCViolet Flame, LLC, will be dissolved before entering government service. All partnership agreements with outside entities will terminate before entering government service. (2025-08-01)4
Violet Flame, LLCI will transfer my assets out of this one-participant 401(k) plan. (2025-04-01)5
Levels Health, Inc.I will forfeit all Levels Health, Inc., unvested stock options at the time of my resignation. I will divest my vested stock options in Levels Health, Inc., as soon as practicable but not later than 90 days after my confirmation. If I divest the stock options by exercising them, I will divest the resulting stock as soon as practicable but not later than 90 days after my confirmation. (2023-08-01)6
Levels Health, Inc.I will divest my vested restricted stock awards (stock) in Levels Health, Inc., as soon as practicable but not later than 90 days after my confirmation. If I divest the stock options by exercising them, I will divest the resulting stock as soon as practicable but not later than 90 days after my confirmation. (2020-04-01)7
Compensation

Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)

OrganizationDescriptionEndnoteLine No.
Levels Health, Inc.Advisor; Chief Medical Officer; and received affiliate fees from product sales generated from through my newsletter and social media (paid in part through Violet Flame, LLC, and Good Energy, LLC)1
Good Energy, LLCManaging Member2
Violet Flame, LLCManaging Member3
Farmers Juice, LLCAdvisor4
Amazon.com, Inc.Received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)5
Apothekary, Inc.Newsletter sponsorship (paid through Violet Flame, LLC)6
The Power of Pure, LLCNewsletter sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)7
Commune Media, Inc.Speaking and online course (paid through Violet Flame, LLC, and Good Energy, LLC)8
Daily Harvest, Inc.Newsletter sponsorship (paid through Violet Flame, LLC)9
ENERGYbits, Inc.Newsletter sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)10
Florasophy, LLCNewsletter sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)11
Function Health, Inc.Newsletter sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)12
Genova Diagnostics, Inc.Book tour and newsletter sponsorship (paid through Violet Flame, LLC, and Good Energy, LLC)13
Avery PublishingBook advances and royalties through agent, Inkwell Management, LLC (paid through Good Energy Health, LLC, Violet Flame, LLC, Good Energy LLC, and Violet Flame HI, LLC)14
Laird Superfood, Inc.Newsletter sponsorship (paid through Violet Flame, LLC)15
MagicLinks, Inc.Received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)16
MomentousNewsletter sponsorship (paid through Violet Flame, LLC)17
Pendulum Therapeutics, Inc.Newsletter sponsorship (paid through Violet Flame, LLC)18
Pique, Inc.Newsletter sponsorship (paid through Violet Flame, LLC)19
Rupa, Inc.Course instructor (paid through Violet Flame, LLC)20
Seatopia, Inc.Newsletter sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC)21
Amazentis, SANewsletter sponsorship; book tour sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC, and Good Energy, LLC)22
Basil Seed Works, Inc.Newsletter sponsorship; book tour sponsorship; and received affiliate fees from product sales generated from through my newsletter and social media (paid through Violet Flame, LLC, and Good Energy, LLC)23
Violet Flame HI, LLCManaging Member24
Good Energy Health, LLCCo-owner of this pass-through limited liability company25
Spouse’s Assets

Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Takes, Inc. (social sports app), stock options (value not readily ascertainable): 15,416 vested shares, strike $0.09, exp. 12/2032None (or less than $201)1
Takes, Inc., stock options (value not readily ascertainable): 416 unvested shares, strike $0.09, vest 08/2025, exp. 12/2032None (or less than $201)2
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 09/2025, exp. 12/2032None (or less than $201)3
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 10/2025, exp. 12/2032None (or less than $201)4
Takes, Inc., stock options (value not readily ascertainable): 416 unvested shares, strike $0.09, vest 11/2025, exp. 12/2032None (or less than $201)5
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 12/2025, exp. 12/2032None (or less than $201)6
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 01/2026, exp. 12/2032None (or less than $201)7
Takes, Inc., stock options (value not readily ascertainable): 416 unvested shares, strike $0.09, vest 02/2026, exp. 12/2032None (or less than $201)8
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 03/2026, exp. 12/2032None (or less than $201)9
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 04/2026, exp. 12/2032None (or less than $201)10
Takes, Inc., stock options (value not readily ascertainable): 416 unvested shares, strike $0.09, vest 05/2026, exp. 12/2032None (or less than $201)11
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 06/2026, exp. 12/2032None (or less than $201)12
Takes, Inc., stock options (value not readily ascertainable): 417 unvested shares, strike $0.09, vest 07/2026, exp. 12/2032None (or less than $201)13
MagicLinks, Inc. (e-commerce and media)Salary and Bonus14
MagicLinks, Inc.$48,524Partnerships (Payments from Affiliate Links)15
MagicLinks, Inc.$1MNone (or less than $201)16
MagicLinks, Inc., stock options #1 (value not readily ascertainable): 5,000 vested shares, strike $0.47, exp. 06/2028None (or less than $201)17
MagicLinks, Inc., stock options #2 (value not readily ascertainable): 5,000 vested shares, strike $0.47, exp. 09/2028None (or less than $201)18
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 1,250 vested shares, strike $0.47, exp. 02/2030None (or less than $201)19
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 09/2025, exp. 02/2030None (or less than $201)20
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 10/2025, exp. 02/2030None (or less than $201)21
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 209 unvested shares, strike $0.47, vest 11/2025, exp. 02/2030None (or less than $201)22
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 12/2025, exp. 02/2030None (or less than $201)23
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 01/2026, exp. 02/2030None (or less than $201)24
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 209 unvested shares, strike $0.47, vest 02/2026, exp. 02/2030None (or less than $201)25
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 03/2026, exp. 02/2030None (or less than $201)26
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 04/2026, exp. 02/2030None (or less than $201)27
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 209 unvested shares, strike $0.47, vest 05/2026, exp. 02/2030None (or less than $201)28
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 06/2026, exp. 02/2030None (or less than $201)29
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 07/2026, exp. 02/2030None (or less than $201)30
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 209 unvested shares, strike $0.47, vest 08/2026, exp. 02/2030None (or less than $201)31
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 09/2026, exp. 02/2030None (or less than $201)32
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 10/2026, exp. 02/2030None (or less than $201)33
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 209 unvested shares, strike $0.47, vest 11/2026, exp. 02/2030None (or less than $201)34
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 12/2026, exp. 02/2030None (or less than $201)35
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 208 unvested shares, strike $0.47, vest 01/2027, exp. 02/2030None (or less than $201)36
MagicLinks, Inc., stock options #3 (value not readily ascertainable): 209 unvested shares, strike $0.47, vest 02/2027, exp. 02/2030None (or less than $201)37
MagicLinks, Inc., 401(k) plan38
Vanguard Total Stock Market Index Fund - Admiral Shares (VTSAX)$50,001 - $100KNone (or less than $201)38.1
Vanguard Total International Stock Index Fund - Admiral Shares (VTIAX)$15,001 - $50,000None (or less than $201)38.2
Vanguard Real Estate Index Fund - Admiral Shares (VGSLX)$1,001 - $15,000None (or less than $201)38.3
Vanguard Total Bond Market Index Fund - Admiral Shares (VBTLX)$1,001 - $15,000None (or less than $201)38.4
Vanguard Total International Bond Index Fund - Admiral Shares (VTABX)$1,001 - $15,000None (or less than $201)38.5
Spouse's Roth IRA39
Baidu, Inc. (BIDU)$1,001 - $15,000None (or less than $201)39.1
Coinbase Global, Inc. (COIN)$50,001 - $100KNone (or less than $201)39.2
Cemex, SAB de CV (CX)$1,001 - $15,000None (or less than $201)39.3
Graco, Inc. (GGG)$15,001 - $50,000None (or less than $201)39.4
Alphabet, Inc. - Class C (GOOG)$100K - $250KNone (or less than $201)39.5
Alphabet, Inc. - Class A (GOOGL)$100K - $250KNone (or less than $201)39.6
GitLab, Inc. (GTLB)$15,001 - $50,000None (or less than $201)39.7
Altria Group, Inc. (MO)$15,001 - $50,000None (or less than $201)39.8
Philip Morris International, Inc. (PM)$15,001 - $50,000None (or less than $201)39.9
Snap, Inc. (SNAP)$1,001 - $15,000None (or less than $201)39.10
Toyota Motor Corporation (TM)$1,001 - $15,000None (or less than $201)39.11
abrdn Emerging Markets Dividend Active ETF (AGEM)$1,001 - $15,000None (or less than $201)39.12
ISHARES RUSSELL 2000 ETF (IWM)$15,001 - $50,000None (or less than $201)39.13
Carillon ClariVest International Stock Fund (EISIX)$15,001 - $50,000None (or less than $201)39.14
Northern Small Cap Value Fund (NOSGX)$50,001 - $100KNone (or less than $201)39.15
Other Assets and Income

Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Function Health, Inc.$250K - $500KNone (or less than $201)1
True Medicine, Inc. (payment tool for HSA/FSA funds)$15,001 - $50,000None (or less than $201)2
Family trust, excepted trust (marketable securities such as stocks, bonds, mutual funds, and ETFs)None (or less than $201)3
Charitable lead annuity trust #1, excepted trust (broad-based market index funds and ETFs)None (or less than $201)4
Charitable lead annuity trust #2, excepted trust (broad-based market index funds and ETFs)None (or less than $201)5
U.S. Brokerage Account #16
Apple, Inc. (AAPL)$15,001 - $50,000$201 - $1,000Dividends6.1
U.S. Brokerage Account #27
Airbnb, Inc. (ABNB)$1,001 - $15,000None (or less than $201)7.1
Berkshire Hathaway, Inc. - Class B (BRK.B)$15,001 - $50,000None (or less than $201)7.2
CHEVRON CORPORATION (CVX)$1,001 - $15,000$201 - $1,000Dividends7.3
Duke Energy Corporation (DUK)$1,001 - $15,000$201 - $1,000Dividends7.4
Alphabet, Inc. - Class A (GOOGL)$15,001 - $50,000$2,501 - $5,000Capital Gains Dividends7.5
HubSpot, Inc. (HUBS)$1,001 - $15,000$201 - $1,000Capital Gains7.6
JPMorgan Chase & Co. (JPM)$15,001 - $50,000$201 - $1,000Dividends7.7
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)

CreditorDescriptionEndnoteLine No.
Nexera Holding, LLCtype: Mortgage on Personal Residence, amount: Over $1,000,000, year-incurred: 2025, rate: 8%, term: 40 YearsThe mortgage and personal residence were acquired in 2025.1

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