Kevin Warsh
The data on this page comes from a financial disclosure filed by Kevin Warsh, who was picked to be: Chairman and Member, Board of Governors of the Federal Reserve System. 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. |
|---|---|---|---|
| Vicarage LLC | Sole Member, 4/2011 - Present | 1 | |
| Vicarage Corporation | President & CEO, 10/2018 - Present | 2 | |
| Thaddeus Alistair, LLC | Sole Member, 7/2023 - Present | 3 | |
| Vicarage Stable, LLC | General Partner, 3/2023 - Present | 4 | |
| Family Trust #4 (underlying asset not reportable) | Trustee, 6/2006 - Present | 5 | |
| 233 Barton LLC | Sole Member, 7/2015 - Present | 6 | |
| Stanford University: Hoover Institution & Graduate School of Business | Shepard Family Distinguished Visiting Fellow & Dean's Visiting Scholar, 5/2011 - Present | 7 | |
| United Parcel Service, Inc. | Director, 7/2012 - Present | 8 | |
| Bessemer Securities Corporation | Director, 5/2013 - Present | 9 | |
| Coupang Inc | Director, 10/2019 - Present | 10 | |
| GoldenTree Asset Management LP | Consultant, 11/2011 - Present | 11 | |
| Heitman LLC | Consultant, 6/2011 - Present | 12 | |
| Duquesne Family Office, LLC | Advisor, 4/2011 - Present | 13 | |
| Cerberus Capital Management | Consultant, 4/2015 - Present | 14 | |
| The Center for Global Enterprise | Director, 6/2013 - Present | 15 | |
| Friends of the Washington Statue Foundation | Director, 4/2024 - Present | 16 | |
| Group of 30 | Member and Trustee, 1/2025 - Present | 17 | |
| Estate of JPW | Executor, 9/2022 - 9/2024 | 18 | |
| PDQ Automotive BD | Board Observer, 10/2021 - 12/2024 | 19 | |
| Seminole Golf Club | Director, 3/2021 - Present | 20 | |
| Aven Holdings, Inc. | Member, Advisory Board, 1/2024 - Present | 21 | |
| Bessemer Securities LLC | Director, 5/2013 - Present | 22 | |
| Bonnie Blink Management, LLC | Director, 12/2025 - Present | 23 |
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. |
|---|---|---|---|---|---|
| Vicarage LLC (personal advisory services firm) | 1 | ||||
| U.S. bank #1 Savings #1 (cash) | $100K - $250K | None (or less than $201) | 1.1 | ||
| U.S. bank #1 Checking #2 (cash) | $100K - $250K | None (or less than $201) | 1.2 | ||
| JPMorgan 100% U.S. Treasury Securities Money Market Fund | $1M - $5M | $2,501 - $5,000 | 1.3 | ||
| U.S. bank #2 Checking #1 (cash) | $500K - $1M | $1,001 - $2,500 | Interest | 1.4 | |
| U.S. bank #2 Checking #2 (cash) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Tekne Private Ventures III LP | $100K - $250K | None (or less than $201) | 1.6 | ||
| Ola Consumer (ride hailing company) | 1.6.1 | ||||
| DiDi (ride hailing company) | 1.6.2 | ||||
| Goat Growth Fund II LP | $100K - $250K | None (or less than $201) | 1.7 | ||
| Xendit (payment platform) | 1.7.1 | ||||
| GoldenTree | $1.6M | Consulting fees | 1.8 | ||
| Heitman | $650K | Consulting fees | 1.9 | ||
| Cerberus | $750K | Consulting fees | 1.10 | ||
| Duquesne Family Office | $10M | Consulting fees | 1.11 | ||
| Stanford University | 2 | ||||
| Hoover Institution | $150K | Salary | 2.1 | ||
| Graduate School of Business | $20,000 | Salary | 2.2 | ||
| Bessemer Securities Corporation | $123K | Director Fees paid in Cash | 3 | ||
| TPG Inc. - 01/28/2025 | $90,000 | Honorarium | 4 | ||
| BTG Pactual - 02/26/2025 | $67,500 | Honorarium | 5 | ||
| Pension Real Estate Association - 03/25/2025 | $135K | Honorarium | 6 | ||
| Strategas Research Partners - 04/02/2025 | $54,000 | Honorarium | 7 | ||
| Warburg Pincus - 05/15/2025 | $90,000 | Honorarium | 8 | ||
| State Street Bank and Trust Company - 06/04/2025 | $135K | Honorarium | 9 | ||
| Eli Lilly and Company - 06/16/2025 | $123K | Honorarium | 10 | ||
| Centerview Partners LLC - 06/24/2025 | $90,000 | Honorarium | 11 | ||
| United Parcel Service, Inc. (UPS) | 12 | ||||
| United Parcel Service Inc., vested phantom stock | $1M - $5M | $50,001 - $100K | Dividends | 12.1 | |
| United Parcel Service, Inc., vested restricted stock units | $1M - $5M | $100K - $1M | Dividends | 12.2 | |
| Aven Holdings, Inc. (digital financial services) | 13 | ||||
| Aven Holdings, Inc., vested stock options | $250K - $500K | None (or less than $201) | 13.1 | ||
| Aven Holdings, Inc., stock options (value not readily ascertainable): 18,166 unvested shares, strike $4.72, vest 1/48 monthly (of original 37,910), exp. 2/2034 | None (or less than $201) | 13.2 | |||
| Brevan Howard - 2/18/2025, 4/3/2025, 7/7/2025 | $750K | Honoraria | 14 | ||
| Coupang Inc. | 15 | ||||
| Coupang Inc. (Class A Common Stock (CPNG)) | $1M - $5M | None (or less than $201) | 15.1 | ||
| Coupang Inc. - unvested restricted stock units | $100K - $250K | None (or less than $201) | 15.2 | ||
| Roll-Over IRA | 16 | ||||
| VANGUARD FEDERAL MONEY MARKET FUND | $500K - $1M | None (or less than $201) | 16.1 | ||
| SEP-IRA | 17 | ||||
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | $250K - $500K | None (or less than $201) | 17.1 | ||
| VANGUARD FEDERAL MONEY MARKET FUND | $250K - $500K | None (or less than $201) | 17.2 | ||
| Bessemer Securities LLC (private investment company) | $70,140 | Director fees paid in cash | 18 | ||
| Bonnie Blink Management, LLC (private management company) | $8,400 | Director Fees paid in cash | 19 | ||
| Bessemer Venture Associates VIII, LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | 20 | ||
| Bessemer Venture Associates XI LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | $50,001 - $100K | Capital Gains | 21 | |
| Bessemer Venture Associates XII LP (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | 22 | ||
| DCM Investments 9 LLC (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | $363K | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 23 |
| DCM Investments 10 LLC | $250K - $500K | None (or less than $201) | 24 | ||
| Abstract Holdings LLC | 24.1 | ||||
| AppOnboard (No-code game development platform) | 24.1.1 | ||||
| AutoHub (Automotive appraisal and lead generation) | 24.1.2 | ||||
| AvantStay (Group vacation rental platform) | 24.1.3 | ||||
| Bestow Life Insurance (Digital life insurance infrastructure) | 24.1.4 | ||||
| Blast (Yield-generating Ethereum layer two) | 24.1.5 | ||||
| Block Renovation (Home renovation marketplace platform) | 24.1.6 | ||||
| Brave (Privacy-focused ad-blocking browser) | 24.1.7 | ||||
| Upbound (Consumer lending and financial app) | 24.1.8 | ||||
| Cafe X (Robotic coffee bar platform) | 24.1.9 | ||||
| Cherry (Healthcare financing payment platform) | 24.1.10 | ||||
| Cionic (Bionic movement-enhancing wearable clothing) | 24.1.11 | ||||
| Clay (AI go-to-market data platform) | 24.1.12 | ||||
| Cognition IP (Tech-enabled patent law firm) | 24.1.13 | ||||
| Compound (Algorithmic crypto money markets) | 24.1.14 | ||||
| Contraline (Reversible male contraceptive solution) | 24.1.15 | ||||
| Craft.co (Supplier intelligence and risk platform) | 24.1.16 | ||||
| Nice Healthcare (Integrated virtual primary care) | 24.1.17 | ||||
| Drip (SME trade finance platform) | 24.1.18 | ||||
| dYdX (Decentralized derivatives trading exchange) | 24.1.19 | ||||
| Eridan (Efficient 5G radio technology) | 24.1.20 | ||||
| Fly.io (Global edge application hosting) | 24.1.21 | ||||
| Autograph (Fan loyalty and fitness platform) | 24.1.22 | ||||
| GrabrFi (USD banking for freelancers) | 24.1.23 | ||||
| HeatGenie (Self-heating packaging technology) | 24.1.24 | ||||
| Holloway (Expert-driven digital books platform) | 24.1.25 | ||||
| Leaf Logistics (Freight planning optimization platform) | 24.1.26 | ||||
| Locus Biosciences (CRISPR-based antibacterial therapeutics) | 24.1.27 | ||||
| Material Security (Cloud email security platform) | 24.1.28 | ||||
| Merit (Digital identity credential platform) | 24.1.29 | ||||
| People.ai (Revenue intelligence data platform) | 24.1.30 | ||||
| OSARO (AI warehouse robotics software) | 24.1.31 | ||||
| Parabola (No-code workflow automation platform) | 24.1.32 | ||||
| Polychain (Crypto investment firm) | 24.1.33 | ||||
| Tilt (Consumer lending platform) | 24.1.34 | ||||
| Price.com (AI price comparison platform) | 24.1.35 | ||||
| Rational Vaccines (Herpes vaccine development) | 24.1.36 | ||||
| RBC Signals (Satellite ground station network) | 24.1.37 | ||||
| Red Balloon Security (Embedded device cybersecurity platform) | 24.1.38 | ||||
| Render (Cloud deployment platform) | 24.1.39 | ||||
| Scalar Capital (Blockchain investment firm) | 24.1.40 | ||||
| Sheertex (Ultra-durable polymer tights) | 24.1.41 | ||||
| Simbi (Skill-trading marketplace platform) | 24.1.42 | ||||
| Squadstack (Conversational AI sales platform) | 24.1.43 | ||||
| Bluue Co (AI cardiology and maternity care) | 24.1.44 | ||||
| Snackpass (Restaurant social commerce platform) | 24.1.45 | ||||
| SPARK Neuro (EEG-based cognitive diagnostics) | 24.1.46 | ||||
| The AI Foundation (Personalized AI agents platform) | 24.1.47 | ||||
| Thryve (Microbiome testing and insights) | 24.1.48 | ||||
| Trusted Health (Nurse job marketplace platform) | 24.1.49 | ||||
| Wonderschool (Childcare business platform) | 24.1.50 | ||||
| Teambridge (Workforce scheduling optimization platform) | 24.1.51 | ||||
| AVF I | 24.1.52 | ||||
| Aether Biomachines (ML-driven enzyme engineering) | 24.1.52.1 | ||||
| AirGarage (Parking operations software platform) | 24.1.52.2 | ||||
| Alloy (No-code ecommerce automation platform) | 24.1.52.3 | ||||
| Alpaca (Financial assets API infrastructure) | 24.1.52.4 | ||||
| Badge (Social commerce influencer platform) | 24.1.52.5 | ||||
| Blaze (AI tool for solo teams) | 24.1.52.6 | ||||
| Blooma (Bank loan underwriting software) | 24.1.52.7 | ||||
| ChannelMeter (Creator media analytics platform) | 24.1.52.8 | ||||
| ChartHop (HR organizational insights platform) | 24.1.52.9 | ||||
| CloudTrucks (Trucking logistics management platform) | 24.1.52.10 | ||||
| Connie Health (Medicare plan matching platform) | 24.1.52.11 | ||||
| Crediwatch (AI credit risk analytics tools) | 24.1.52.12 | ||||
| Dapper Labs (acq. OK Play) (Consumer digital assets platform) | 24.1.52.13 | ||||
| Density (acquired Nashi) (Workplace space analytics platform) | 24.1.52.14 | ||||
| Doppler (Developer secrets management platform) | 24.1.52.15 | ||||
| Dover (Recruiting automation platform) | 24.1.52.16 | ||||
| Ethyca (Data privacy automation software) | 24.1.52.17 | ||||
| Garner Health (Employee healthcare matching platform) | 24.1.52.18 | ||||
| Granica (AI data management platform) | 24.1.52.19 | ||||
| Hebbia (AI knowledge work platform) | 24.1.52.20 | ||||
| Index (Dashboard building platform) | 24.1.52.21 | ||||
| Kikoff (Consumer credit building platform) | 24.1.52.22 | ||||
| Kojo (Construction materials management software) | 24.1.52.23 | ||||
| Landing Equity (Membership-based living platform) | 24.1.52.24 | ||||
| LaunchDarkly (acquired Highlight) (Feature management software platform) | 24.1.52.25 | ||||
| Lighter (Decentralized exchange protocol) | 24.1.52.26 | ||||
| Lightning Network (Off-chain payment network) | 24.1.52.27 | ||||
| Lindy (AI personal assistant) | 24.1.52.28 | ||||
| Linq (Digital business card platform) | 24.1.52.29 | ||||
| Maximus Health Inc. (Men’s health platform) | 24.1.52.30 | ||||
| Memo (Memorandum, inc.) (Media analytics platform) | 24.1.52.31 | ||||
| Moov (Open banking infrastructure platform) | 24.1.52.32 | ||||
| Mozart Data (Data stack automation platform) | 24.1.52.33 | ||||
| Nomad Global (Global digital banking platform) | 24.1.52.34 | ||||
| Nomad Homes (Real estate listings platform) | 24.1.52.35 | ||||
| Origin (AI personal finance platform) | 24.1.52.36 | ||||
| Otter (Childcare marketplace platform) | 24.1.52.37 | ||||
| Outpace Bio (Protein design biotechnology platform) | 24.1.52.38 | ||||
| PS Technology Holdings LLC (Popshop) (Livestream shopping platform) | 24.1.52.39 | ||||
| Pattern Insurance (Embedded insurance platform) | 24.1.52.40 | ||||
| Pietra (Creator commerce platform) | 24.1.52.41 | ||||
| Playbook Digital (Visual Asset Management) (Creative asset management platform) | 24.1.52.42 | ||||
| Playbook Technologies (Fitness Subscription) (Fitness subscription platform tools) | 24.1.52.43 | ||||
| Ravn (Defense edge data platform) | 24.1.52.44 | ||||
| Rive (Animation tools and marketplace) | 24.1.52.45 | ||||
| SINAI Technologies (Carbon management software platform) | 24.1.52.46 | ||||
| Second Front Systems (Government DevSecOps platform) | 24.1.52.47 | ||||
| Standard Metrics (Startup financial reporting software) | 24.1.52.48 | ||||
| Structure (Zaibatsu Heavy Industries) (Blockchain retail trading platform) | 24.1.52.49 | ||||
| Supernova (Data intelligence platform) | 24.1.52.50 | ||||
| Teambridge (Workforce scheduling software) | 24.1.52.51 | ||||
| The Org (Organizational chart platform) | 24.1.52.52 | ||||
| Tilled (Payfac infrastructure platform) | 24.1.52.53 | ||||
| Tribe XR (VR skills training platform) | 24.1.52.54 | ||||
| TrustLayer (Insurance certificate management platform) | 24.1.52.55 | ||||
| Truv (Payroll verification API platform) | 24.1.52.56 | ||||
| Unnatural Products (Computational drug discovery platform) | 24.1.52.57 | ||||
| Voiceflow (Voice app creation platform) | 24.1.52.58 | ||||
| Volt (AI physical security software) | 24.1.52.59 | ||||
| Wanderlog (Travel planning platform) | 24.1.52.60 | ||||
| Wesper (At-home sleep testing device) | 24.1.52.61 | ||||
| WorkOS (Enterprise SaaS infrastructure platform) | 24.1.52.62 | ||||
| AVF II | 24.1.53 | ||||
| Agora Brands (DTC Roll-Up Co) (Shopify brand aggregator platform) | 24.1.53.1 | ||||
| Anzenna (Workflow-integrated cybersecurity platform) | 24.1.53.2 | ||||
| Arc Boats (Electric marine vehicles manufacturer) | 24.1.53.3 | ||||
| Arcana (Portfolio risk management platform) | 24.1.53.4 | ||||
| Aware Health (Data-driven mental health network) | 24.1.53.5 | ||||
| Bazar (Creator fashion commerce platform) | 24.1.53.6 | ||||
| Bevel (Finerpoint Inc.) (Health tracking mobile app) | 24.1.53.7 | ||||
| Bezel (Authenticated luxury watch marketplace) | 24.1.53.8 | ||||
| BizzyCar (Dealership recall management software) | 24.1.53.9 | ||||
| Bloom (Contour Labs) (Teen investing platform) | 24.1.53.10 | ||||
| Caliza (Global USD banking platform) | 24.1.53.11 | ||||
| Canvas (Canvas.xyz) (Decentralized computing platform) | 24.1.53.12 | ||||
| Coworker AI (Web3 commerce infrastructure platform) | 24.1.53.13 | ||||
| CreatorDAO (Creator investment platform) | 24.1.53.14 | ||||
| Crossmint (Paella, Inc.) (NFT developer tools platform) | 24.1.53.15 | ||||
| Cure (On-demand pharmacy delivery service) | 24.1.53.16 | ||||
| DeSo (Social crypto network platform) | 24.1.53.17 | ||||
| Deeptune, Inc. (AI simulation platform) | 24.1.53.18 | ||||
| Deuna (Restaurant commerce operations platform) | 24.1.53.19 | ||||
| Dupe (Product price comparison tool) | 24.1.53.20 | ||||
| EarnBetter (Job search coaching platform) | 24.1.53.21 | ||||
| Eulith (Crypto trading platform) | 24.1.53.22 | ||||
| Flexbase (acquired Maza) (Business finance management platform) | 24.1.53.23 | ||||
| Forte (LessonHome, Inc.) (Online music lessons platform) | 24.1.53.24 | ||||
| Friends With Benefits (Web3 community platform) | 24.1.53.25 | ||||
| Functional Finance (Insurance checkout financing platform) | 24.1.53.26 | ||||
| Fuse Energy (Fusion energy development company) | 24.1.53.27 | ||||
| HighFi (Lending financial operating system) | 24.1.53.28 | ||||
| Honeycomb (acq Grit / Iuvo AI) (Distributed systems observability platform) | 24.1.53.29 | ||||
| Hypermode (Generative AI development platform) | 24.1.53.30 | ||||
| It’s Good (Influencer travel discovery platform) | 24.1.53.31 | ||||
| Krea (AI image generation platform) | 24.1.53.32 | ||||
| Levro (Dojima, Inc.) (Multi-currency business banking platform) | 24.1.53.33 | ||||
| Life Inc. (Insurance agent enablement platform) | 24.1.53.34 | ||||
| Lindy (AI personal assistant) | 24.1.53.35 | ||||
| MVMNT (Transportation management system platform) | 24.1.53.36 | ||||
| Match Day (Play Time, Inc.) (Sports NFT collectibles platform) | 24.1.53.37 | ||||
| Melange (Decentralized prediction market platform) | 24.1.53.38 | ||||
| Methid (Life sciences observability platform) | 24.1.53.39 | ||||
| Method Financial (Forward Lending, Inc.) (Debt data API platform) | 24.1.53.40 | ||||
| Mirror (Game development platform) | 24.1.53.41 | ||||
| Molten (Media cloud platform) | 24.1.53.42 | ||||
| Motion (Marketing performance optimization platform) | 24.1.53.43 | ||||
| Nivoda (Jewelry B2B marketplace platform) | 24.1.53.44 | ||||
| Odyssey Energy (Clean infrastructure investment platform) | 24.1.53.45 | ||||
| OnJuno (Nuo Capital PTE LTD.) (Crypto- enabled neobank platform) | 24.1.53.46 | ||||
| OneSafe (DeFi data infrastructure platform) | 24.1.53.47 | ||||
| Particle Intel (Post-onboarding risk monitoring software) | 24.1.53.48 | ||||
| Partiful (Social event planning platform) | 24.1.53.49 | ||||
| Passes (Creator monetization platform) | 24.1.53.50 | ||||
| Percents (Customer loyalty rewards platform) | 24.1.53.51 | ||||
| Polar (Open source sponsorship marketplace) | 24.1.53.52 | ||||
| Polyfact (AI developer productivity platform) | 24.1.53.53 | ||||
| Proton (PRM Solutions, Inc.) (AI sales platform) | 24.1.53.54 | ||||
| Puller AI (Retail data analytics platform) | 24.1.53.55 | ||||
| Quadrant Health (AI patient messaging platform) | 24.1.53.56 | ||||
| Reflex (Python web app framework) | 24.1.53.57 | ||||
| Ridian (Crypto portfolio automation platform) | 24.1.53.58 | ||||
| Sandbox VR (Social virtual reality experiences) | 24.1.53.59 | ||||
| Savvy Wealth (RIA management platform) | 24.1.53.60 | ||||
| Selfbook (SIXAPP Inc.) (Hospitality payments platform) | 24.1.53.61 | ||||
| SkyLink (DeFi portfolio management platform) | 24.1.53.62 | ||||
| Sonera Magnetics, Inc. (Wearable interaction technology platform) | 24.1.53.63 | ||||
| Steamship (Managed AI deployment platform) | 24.1.53.64 | ||||
| Subtle Computing (Wearable AR input device) | 24.1.53.65 | ||||
| Syft Data, Inc. (Data quality monitoring platform) | 24.1.53.66 | ||||
| Taut AI (Advanced AI modeling platform) | 24.1.53.67 | ||||
| Truffle Security (Credential leak detection platform) | 24.1.53.68 | ||||
| Vana (Incentivized data collection platform) | 24.1.53.69 | ||||
| Vapi (Voice AI development platform) | 24.1.53.70 | ||||
| Verse Medical (Jetlenses Inc.) (Home medical supply platform) | 24.1.53.71 | ||||
| Warp (FKA Poaster) (Pseudonymous social platform) | 24.1.53.72 | ||||
| Whisper Aero (Quiet propulsion technology company) | 24.1.53.73 | ||||
| AVF III | 24.1.54 | ||||
| Aaru (Predictive modeling research platform) | 24.1.54.1 | ||||
| Adrenaline (AI code comprehension tool) | 24.1.54.2 | ||||
| Anon (Automated internet identity layer) | 24.1.54.3 | ||||
| Antioch (Autonomy simulation development platform) | 24.1.54.4 | ||||
| Applied Labs (AI customer support agents) | 24.1.54.5 | ||||
| Arena (SocialFi creator platform) | 24.1.54.6 | ||||
| Arwin (Defense grant automation platform) | 24.1.54.7 | ||||
| Astral AI (Browser-based marketing agents platform) | 24.1.54.8 | ||||
| Audiogen (Audio generation research lab) | 24.1.54.9 | ||||
| Bleu AI (AI animated storytelling platform) | 24.1.54.10 | ||||
| BuildForever (Human-centric software products company) | 24.1.54.11 | ||||
| Canticle Technologies (Identity and access platform) | 24.1.54.12 | ||||
| Cast Insights (Spoken data intelligence platform) | 24.1.54.13 | ||||
| Chance (Contact-based social discovery platform) | 24.1.54.14 | ||||
| Charlie Labs (Audio search and indexing AI) | 24.1.54.15 | ||||
| Cluely (Real-time AI assistant platform) | 24.1.54.16 | ||||
| Comfy UI (No-code AI media platform) | 24.1.54.17 | ||||
| Concrete Labs (VC portfolio intelligence platform) | 24.1.54.18 | ||||
| Corner (Social discovery curation platform) | 24.1.54.19 | ||||
| EyeTell (AI video creation platform) | 24.1.54.20 | ||||
| Flashnet (Lightning Bitcoin trading platform) | 24.1.54.21 | ||||
| Formal (Data governance and observability platform) | 24.1.54.22 | ||||
| Friday Harbor (Loan underwriting automation platform) | 24.1.54.23 | ||||
| Friend (Wearable AI companion device) | 24.1.54.24 | ||||
| Glass Imaging (Computational photography platform) | 24.1.54.25 | ||||
| Grand Charter (Legal AI solutions platform) | 24.1.54.26 | ||||
| Hedra (3D generative video platform) | 24.1.54.27 | ||||
| Hero (AI productivity assistant app) | 24.1.54.28 | ||||
| Ironsides Technologies (Security incubation platform) | 24.1.54.29 | ||||
| Jest (Messaging games marketplace) | 24.1.54.30 | ||||
| Kinetic (Digital asset exchange platform) | 24.1.54.31 | ||||
| Lind AI (Clinical trial matching platform) | 24.1.54.32 | ||||
| LuzIA (Messaging AI assistant platform) | 24.1.54.33 | ||||
| MagicPath (AI model fine-tuning platform) | 24.1.54.34 | ||||
| Max AI (Medical coding AI platform) | 24.1.54.35 | ||||
| Melrose (Supplier discovery data platform) | 24.1.54.36 | ||||
| Mirror Physics (Drug discovery AI platform) | 24.1.54.37 | ||||
| Omnistrate (Multi-cloud deployment platform) | 24.1.54.38 | ||||
| Parakeet Security (Voice AI security layer) | 24.1.54.39 | ||||
| Persona AI (Persistent AI personality platform) | 24.1.54.40 | ||||
| Poesis (AI-driven investment platform) | 24.1.54.41 | ||||
| Prompt AI (Visual data query platform) | 24.1.54.42 | ||||
| Propel Platform (AI code review tool) | 24.1.54.43 | ||||
| Reclip (Real-life social sharing app) | 24.1.54.44 | ||||
| Revel (Hardware control software platform) | 24.1.54.45 | ||||
| Rue Four (Medical aesthetics platform) | 24.1.54.46 | ||||
| Santori Labs (Cognitive interface tools platform) | 24.1.54.47 | ||||
| Sauron (AI home security system) | 24.1.54.48 | ||||
| Scalar (API development platform) | 24.1.54.49 | ||||
| Sesame AI (Voice companion AI platform) | 24.1.54.50 | ||||
| Showrunner (AI content creation platform) | 24.1.54.51 | ||||
| Sphere Semi (AI chip design platform) | 24.1.54.52 | ||||
| Standard Intelligence (AGI research lab) | 24.1.54.53 | ||||
| Statics (LLM tooling platform) | 24.1.54.54 | ||||
| Status (Social simulation platform) | 24.1.54.55 | ||||
| Tako (Knowledge card platform) | 24.1.54.56 | ||||
| Tempest (Internal developer platform) | 24.1.54.57 | ||||
| Tenzo (AI recruiting platform) | 24.1.54.58 | ||||
| Texture (Energy grid networking platform) | 24.1.54.59 | ||||
| Third Dimension (Spatial AI generation platform) | 24.1.54.60 | ||||
| Tradespace (IP marketplace platform) | 24.1.54.61 | ||||
| Vigil (Quant trading research platform) | 24.1.54.62 | ||||
| Vital Biosciences (Accessible blood testing platform) | 24.1.54.63 | ||||
| Volumetrics (Spatial web development platform) | 24.1.54.64 | ||||
| Watney Robotics (Autonomous datacenter robotics) | 24.1.54.65 | ||||
| Websim (Virtual world browser platform) | 24.1.54.66 | ||||
| WiserAI (Sales coaching AI platform) | 24.1.54.67 | ||||
| Wondera (AI voice transformation platform) | 24.1.54.68 | ||||
| Woven (AI customer engagement platform) | 24.1.54.69 | ||||
| Zero Gravity (Layer-2 AI blockchain platform) | 24.1.54.70 | ||||
| AVS I, L.P. | Underlying holdings are below the reporting threshold. | 24.1.54.71 | |||
| AVGF I | 24.1.55 | ||||
| Acryl Data (Open-source data catalog platform) | 24.1.55.1 | ||||
| Brave Software (Privacy-focused web browser) | 24.1.55.2 | ||||
| CloudTrucks (Trucking logistics platform) | 24.1.55.3 | ||||
| Databricks (acq. Neon) (Unified data and AI platform) | 24.1.55.4 | ||||
| Density (acquired Nashi) (Workplace analytics platform) | 24.1.55.5 | ||||
| Excision BioTherapeutics Inc. (Gene editing therapeutics company) | 24.1.55.6 | ||||
| Frubana (Restaurant supply distribution platform) | 24.1.55.7 | ||||
| Garner Health (Employee healthcare matching platform) | 24.1.55.8 | ||||
| Halo Industries (Silicon carbide wafer manufacturer) | 24.1.55.9 | ||||
| Hebbia (Financial AI analysis platform) | 24.1.55.10 | ||||
| Lemon Cash (Crypto financial services platform) | 24.1.55.11 | ||||
| Material Security (Stellarite) (Email security platform) | 24.1.55.12 | ||||
| Nomad Global (Global digital banking platform) | 24.1.55.13 | ||||
| Optimism (Ethereum scaling blockchain layer) | 24.1.55.14 | ||||
| Replit (Collaborative coding platform) | 24.1.55.15 | ||||
| Socket (JavaScript dependency security tool) | 24.1.55.16 | ||||
| Solana (High-performance blockchain platform) | 24.1.55.17 | ||||
| StashFin (Morus Technologies) (Consumer lending neobank) | 24.1.55.18 | ||||
| Tenderly (Ethereum developer platform) | 24.1.55.19 | ||||
| Traba (Shift workforce management platform) | 24.1.55.20 | ||||
| Truffle Security (Credential leak detection platform) | 24.1.55.21 | ||||
| WorkOS (Enterprise SaaS infrastructure platform) | 24.1.55.22 | ||||
| AVGF II | 24.1.56 | ||||
| Arc Boats (Electric marine vehicles manufacturer) | 24.1.56.1 | ||||
| Conversion AI (All-in-one AI marketing platform) | 24.1.56.2 | ||||
| Crusoe (Climate-aligned computing infrastructure platform) | 24.1.56.3 | ||||
| Delphi AI (Digital persona cloning platform) | 24.1.56.4 | ||||
| Factory AI (Autonomous software development platform) | 24.1.56.5 | ||||
| Glue (AI-powered team communication platform) | 24.1.56.6 | ||||
| Kelasys (Defense technology platform) | 24.1.56.7 | ||||
| Motion (Marketing performance optimization platform) | 24.1.56.8 | ||||
| Mytra, Inc. (Modular warehouse storage systems) | 24.1.56.9 | ||||
| Outpace Bio (Protein engineering biotech platform) | 24.1.56.10 | ||||
| Partiful (Social event planning platform) | 24.1.56.11 | ||||
| Passes (Creator monetization platform) | 24.1.56.12 | ||||
| Polymarket (Prediction market platform) | 24.1.56.13 | ||||
| Recraft (AI vector art platform) | 24.1.56.14 | ||||
| Symbolica (Structured machine learning platform) | 24.1.56.15 | ||||
| Teambridge (Workforce scheduling platform) | 24.1.56.16 | ||||
| Unify (Outbound sales automation platform) | 24.1.56.17 | ||||
| Volt (AI physical security software) | 24.1.56.18 | ||||
| 11x (Autonomous AI workforce platform) | 24.1.56.19 | ||||
| SpaceX (acq. xAI) (Aerospace and AI technology company) | 24.1.56.20 | ||||
| THSDFS LLC - Series 01 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 25 | |
| THSDFS LLC - Series 02 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 26 | |
| THSDFS LLC - Series 03 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 27 | |
| THSDFS LLC - Series 04 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | $10,314 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 28 |
| THSDFS LLC - Series 06 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 29 | |
| THSDFS LLC - Series 07 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | $618K | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 30 |
| THSDFS LLC - Series 08 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 31 | |
| THSDFS LLC - Series 09 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 32 | |
| THSDFS LLC - Series 10 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | None (or less than $1,001) | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 33 | |
| THSDFS LLC - Series 12 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | None (or less than $1,001) | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 34 | |
| THSDFS LLC - Series 13 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | $4,995 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 35 |
| THSDFS LLC - Series 16 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 36 | |
| THSDFS LLC - Series 17 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | $41,433 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 37 |
| THSDFS LLC - Series 18 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 38 | |
| THSDFS LLC - Series 19 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | $116K | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 39 |
| THSDFS LLC - Series 21 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 40 | |
| THSDFS LLC - Series 22 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $15,001 - $50,000 | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 41 | |
| THSDFS LLC - Series 23 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 42 | |
| THSDFS LLC - Series 24 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | $13,164 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 43 |
| THSDFS LLC - Series 26 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 44 | |
| THSDFS LLC - Series 27 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 45 | |
| THSDFS LLC - Series 28 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 46 | |
| THSDFS LLC - Series 29 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 47 | |
| THSDFS LLC - Series 30 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 48 | |
| THSDFS LLC - Series 31 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 49 | |
| THSDFS LLC - Series 32 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 50 | |
| THSDFS LLC - Series 33 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $50,001 - $100K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 51 | |
| THSDFS LLC - Series 34 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 52 | |
| THSDFS LLC - Series 35 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | $7,756 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 53 |
| THSDFS LLC - Series 36 | $15,001 - $50,000 | None (or less than $201) | 54 | ||
| TravelXchange Inc. (blockchain travel platform) | 54.1 | ||||
| THSDFS LLC - Series 37 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 55 | |
| THSDFS LLC - Series 38 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 56 | |
| THSDFS LLC - Series 39 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 57 | |
| THSDFS LLC - Series 40 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 58 | |
| THSDFS LLC - Series 41 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | $900 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 59 |
| THSDFS LLC - Series 42 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 60 | |
| THSDFS LLC - Series 43 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 61 | |
| THSDFS LLC - Series 44 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 62 | |
| THSDFS LLC - Series 45 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $50,001 - $100K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 63 | |
| THSDFS LLC - Series 46 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 64 | |
| THSDFS LLC - Series 47 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | $966K | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 65 |
| THSDFS LLC - Series 48 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | $10,016 | Net Capital Distribution | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 66 |
| THSDFS LLC - Series 49 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | $237K | Net Capital Distribution and Dividends | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 67 |
| THSDFS LLC - Series 50 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 68 | |
| THSDFS LLC - Series 51 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $1M - $5M | $573K | Net Capital Distribution and Dividends | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 69 |
| THSDFS LLC - Series 52 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 70 | |
| THSDFS LLC - Series 53 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 71 | |
| THSDFS LLC - Series 54 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 72 | |
| THSDFS LLC - Series 55 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $15,001 - $50,000 | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 73 | |
| THSDFS LLC - Series 56 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 74 | |
| THSDFS LLC - Series 57 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 75 | |
| THSDFS LLC - Series 58 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $15,001 - $50,000 | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 76 | |
| THSDFS LLC - Series 59 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 77 | |
| THSDFS LLC - Series 60 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $500K - $1M | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 78 | |
| THSDFS LLC - Series 61 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 79 | |
| THSDFS LLC - Series 63 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $50,001 - $100K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 80 | |
| THSDFS LLC - Series 64 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 81 | |
| THSDFS LLC - Series 65 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $250K - $500K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 82 | |
| THSDFS LLC - Series 66 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $15,001 - $50,000 | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 83 | |
| THSDFS LLC - Series 67 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $15,001 - $50,000 | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 84 | |
| THSDFS LLC - Series 72 (Underlying assets are not disclosed due to a preexisting confidentiality agreement. I will divest this asset if confirmed.) | $100K - $250K | None (or less than $201) | Pre-existing confidentiality obligations in investor agreements between the entities and their holding(s) prohibit disclosure of underlying assets. In addition, the filer is subject to a pre-existing confidentiality obligation as part of his consulting agreement. | 85 | |
| Vicarage Corporation | 86 | ||||
| U.S. Bank #1 (Cash) | $50,001 - $100K | None (or less than $201) | 86.1 | ||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 86.2 | ||
| Juggernaut Fund, LP (Underlying assets are not disclosed due to pre-existing confidentiality agreements. I will divest this asset if confirmed.) | $50M or more | $5M or more | The filer is subject to pre-existing confidentiality obligations as part of his consulting, subscriber, and investor agreements. The most recent 13F filing for this fund is available here [https://www.sec.gov/Archives/edgar/data/1536411/000153641126000002/0001536411-26-000002- index.htm], with the exception of Neptune Insurance Holdings, Inc., which is held by an affiliated fund. Fund managers provided 2025 income estimate because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Income: Interest, Dividends, Gains, Ordinary Business Income - $14,232,000 | 86.3 | |
| Vicarage LLC (personal advisory services firm) | $100K - $250K | $31,000 | LLC Distribution | See Part 2, Line 1 for holdings. | 86.4 |
| Juggernaut Fund, LP (Underlying assets are not disclosed due to pre-existing confidentiality agreements. I will divest this asset if confirmed.) | $50M or more | $1M - $5M | The filer is subject to pre-existing confidentiality obligations as part of his consulting, subscriber, and investor agreements. The most recent 13F filing for this fund is available here [https://www.sec.gov/Archives/edgar/data/1536411/000153641126000002/0001536411-26-000002- index.htm], with the exception of Neptune Insurance Holdings, Inc., which is held by an affiliated fund. Fund managers provided 2025 income estimate because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. Income: Interest, Dividends, Gains, Ordinary Business Income - $2,765,000 | 87 | |
| FILER - Aether Biomachines (synthetic biology) | $50,001 - $100K | None (or less than $201) | 88 | ||
| FILER - Formagrid Inc. (workflow software) | $250K - $500K | None (or less than $201) | 89 | ||
| FILER - Arcana Analytics, Inc. (institutional investment software) | $100K - $250K | None (or less than $201) | 90 | ||
| FILER - Binti, Inc. (child welfare software) | $15,001 - $50,000 | None (or less than $201) | 91 | ||
| FILER - Themis-Tech Inc. (d.b.a. Flare) (legal services and technology) | $250K - $500K | None (or less than $201) | 92 | ||
| FILER - Hebbia Inc. (AI financial research) | $100K - $250K | None (or less than $201) | 93 | ||
| FILER - Imvela Corp. (microbial food biopreservatives) | $15,001 - $50,000 | None (or less than $201) | 94 | ||
| FILER - MCC Mining Corporation (mineral exploration and mining) | $50,001 - $100K | None (or less than $201) | 95 | ||
| FILER - Greenoaks Capital MS LP - Aparo Expressway Series | $100K - $250K | $1,001 - $2,500 | Dividends Interest | 96 | |
| FILER - Kavak (digital automobile marketplace) | 96.1 | ||||
| FILER - Greenoaks Capital MS LP - Aparo Expressway II Series | $50,001 - $100K | $201 - $1,000 | Dividends Interest | 97 | |
| FILER - Kavak (digital automobile marketplace) | 97.1 |
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)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| Vicarage LLC | My advisory business will be inactive during my appointment, and all outstanding client fees will be fixed before I enter government service. (2011-04-01) | 1 | |
| United Parcel Service, Inc., Deferred Compensation Plan for Vested Phantom Stock | Six months following my separation from service, I am due to receive a lump-sum cash payment equal to the value of vested phantom stock, calculated as of the date of separation. If separation is after April 1, 2026, I am due to receive the 2026 second quarter direct payment. In this case, the payment ($31,250) will be added to my deferred compensation account balance in the form of phantom stock. (2012-07-01) | 2 | |
| United Parcel Service, Inc., Restricted Stock Units | Pursuant to the company’s director compensation plan, upon separation vested restricted stock units will convert to Class A Shares of common stock. (2012-07-01) | 3 | |
| Coupang Inc. | I currently hold unvested Restricted Stock Units that will vest on the earlier of (1) the date of the company’s 2026 annual stockholders meeting and (2) June 12, 2026, subject to my continued service as a Coupang director through the applicable vesting date. I will not receive pro rata vesting based on duration of service. Any vested RSUs will be paid out in Class A common stock. Any RSUs that remain unvested at the time of my departure will be forfeited. (2019-10-01) | 4 | |
| Duquesne Family Office | My services will cease if I am confirmed; I will receive compensation for services and value provided to date. (2011-04-01) | 5 | |
| Aven Holdings, Inc. | All unvested options will be canceled and returned to the company option pool. Vested options are exercisable within 3 months of cessation of service. (2024-01-01) | 6 | |
| Vicarage Corporation | My advisory business will be inactive during my appointment, and all outstanding client fees will be fixed before I enter government service. (2018-10-01) | 7 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
| Organization | Description | Endnote | Line No. |
|---|---|---|---|
| GoldenTree Asset Management LP | Consulting. | 1 | |
| Heitman LLC | Consulting. | 2 | |
| Cerberus Capital Management | Consulting. | 3 | |
| Duquesne Family Office LLC | Advisory services to Duquesne Family Office, which manages investments reported at Part 2, Lines 23-86, 87.3, and 88. | 4 | |
| United Parcel Service, Inc. | Serve as member of Board of Directors. | 5 | |
| Coupang Inc. | Serve as member of Board of Directors. | 6 | |
| Bessemer Securities Corporation | Serve as member of Board of Directors. | 7 | |
| Stanford University: Hoover Institution and Graduate School of Business | Visiting Fellow and Visiting Scholar. | 8 | |
| CFA Society of Atlanta | Honoraria for speaking. | 9 | |
| Hines Inc. | Honoraria for speaking. | 10 | |
| Cross Lake Partners | Honoraria for speaking. | 11 | |
| Honeywell International Inc. | Honoraria for speaking. | 12 | |
| Piper Sandler | Honoraria for speaking. | 13 | |
| Foodservice Equipment Distributors Association | Honoraria for speaking. | 14 | |
| Pacific Life | Honoraria for speaking. | 15 | |
| Davidson Kempner Capital Management | Honoraria for speaking. | 16 | |
| TPG Inc. | Honoraria for speaking. | 17 | |
| BTG Pactual | Honoraria for speaking. | 18 | |
| Strategas Research Partners | Honoraria for speaking. | 19 | |
| Warburg Pincus | Honoraria for speaking. | 20 | |
| State Street Bank and Trust Company | Honoraria for speaking. | 21 | |
| Eli Lilly and Company | Honoraria for speaking. | 22 | |
| Centerview Partners LLC | Honoraria for speaking. | 23 | |
| Brevan Howard | Honoraria for speaking. | 24 | |
| Pension Real Estate Association | Honoraria for speaking. | 25 | |
| Vicarage LLC | Consulting. | 26 | |
| Aven Holdings, Inc. | Member of Advisory Board. | 27 | |
| Bessemer Securities LLC | Serve as member of Board of Directors. | 28 | |
| Bonnie Blink Management, LLC | Serve as member of Board of Directors. | 29 | |
| Electric Capital | Advisory services. | 30 |
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| The Estee Lauder Companies | 1 | ||||
| Employee Compensation | 1.1 | ||||
| U.S. Bank #3 (Cash) | $100K - $250K | None (or less than $201) | Interest | 1.1.1 | |
| Retirement Growth Account - Defined Benefit Plan | $250K - $500K | None (or less than $201) | 1.1.2 | ||
| Restoration Retirement Benefit Plan (company funded defined benefit plan) | $500K - $1M | Retirement Payments | 1.1.3 | ||
| The Estee Lauder Companies, Class A stock | $1M | $50,001 - $100K | Dividends | 1.1.4 | |
| Non-Employee Director Compensation | 1.2 | ||||
| The Estee Lauder Companies, unvested Class A stock options unexercised | $50,001 - $100K | None (or less than $201) | 1.2.1 | ||
| The Estee Lauder Companies, Vested Restricted Stock Units | $50,001 - $100K | None (or less than $201) | 1.2.2 | ||
| Cash Compensation | Directors' Fees | 1.2.3 | |||
| Eventbrite, Inc. (EB) Director Compensation | 2 | ||||
| Cash Compensation | Directors' Fees | 2.1 | |||
| Eventbrite, Inc. (EB) Stock | $500K - $1M | None (or less than $201) | 2.2 | ||
| Family trust #1 | The remaining assets held by Family Trust #1 are recorded in Part 6. | 3 | |||
| TAW LLC | 3.1 | ||||
| TAW Fund I (d.b.a. TAW Ventures) | 3.1.1 | ||||
| Marleybones (pet care) | $1M | None (or less than $201) | 3.1.1.1 | ||
| Saint Rocco (pet care) | $1M | None (or less than $201) | 3.1.1.2 | ||
| U.S. Bank #1 (Cash) | $100K - $250K | None (or less than $201) | 3.1.1.3 |
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. |
|---|---|---|---|---|---|
| FILER - U.S. bank #1 brokerage account | 1 | ||||
| FILER - JPM 100% US Treas FD - Premier Fund 675 | $1,001 - $15,000 | $5,001 - $15,000 | 1.1 | ||
| FILER - Coupang Inc. Class A Common Stock (CPNG) | $1M - $5M | None (or less than $201) | 1.2 | ||
| FILER - U.S. bank #1 Checking Account (cash) | $100K - $250K | None (or less than $201) | 2 | ||
| JOINT - U.S. bank #1 Joint Checking Account (cash) | $15,001 - $50,000 | None (or less than $201) | 3 | ||
| FILER - U.S. bank #2 Money Market Account | None (or less than $1,001) | None (or less than $201) | 4 | ||
| FILER - U.S. bank #2 Checking Account | None (or less than $1,001) | None (or less than $201) | 5 | ||
| FILER - Vanguard Balanced Index Fund Admiral Shares | $1M - $5M | $50,001 - $100K | 6 | ||
| FILER - Loan to Maidstone Club | $250K - $500K | $5,001 - $15,000 | Interest | 7 | |
| FILER - Vicarage Stable LLC (horse stable) | $100K - $250K | None (or less than $201) | 8 | ||
| FILER - Thaddeus Alistair, LLC (one underlying asset not reportable) | 9 | ||||
| FILER - U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | 9.1 | ||
| FILER - 233 Barton LLC (one underlying asset not reportable) | 10 | ||||
| FILER - U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | 10.1 | ||
| FILER - U.S. Treasury I-Bonds | $1,001 - $15,000 | $201 - $1,000 | Interest | 11 | |
| FILER - Coupang, Inc. (e-commerce and logistics) | $1M - $5M | None (or less than $201) | 12 | ||
| FILER - Casa Cruz (restaurant) | $100K - $250K | None (or less than $201) | 13 | ||
| FILER - Jump Sucker Stable LLC (horse stable) | $100K - $250K | $5,001 - $15,000 | Capital Gains Interest | 14 | |
| FILER - Founder Bets Master SPV LLC - Series Metatheory | $1,001 - $15,000 | None (or less than $201) | 15 | ||
| FILER - Metatheory Inc. (Web 3) | 15.1 | ||||
| SPOUSE - Family Trust #1 | 16 | ||||
| SPOUSE - AL Federal Aid Highway Fin Auth Bond | $500K - $1M | $5,001 - $15,000 | Interest | 16.1 | |
| SPOUSE - NY Various Purposes Serial Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.2 | |
| SPOUSE - TX Unlimited Tax Schoolhouse Bond | $250K - $500K | None (or less than $201) | 16.3 | ||
| SPOUSE - MD GO Bond | $1M | $15,001 - $50,000 | Interest | 16.4 | |
| SPOUSE - AL Black Belt Energy Gas Dist Bond | $250K - $500K | $15,001 - $50,000 | Interest | 16.5 | |
| SPOUSE - AL Black Belt Energy Gas Dist Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.6 | |
| SPOUSE - NY BANs Bond | $1M | None (or less than $201) | 16.7 | ||
| SPOUSE - NY Improvement Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.8 | |
| SPOUSE - SC Univ HGR Edu Rev Bond | $500K - $1M | None (or less than $201) | 16.9 | ||
| SPOUSE - CO Utilities System Improv Rev Bond | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Interest | 16.10 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.11 | |
| SPOUSE - CT GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.12 | |
| SPOUSE - CT Health & Educ. Facilities Authority Bond | $1M | $15,001 - $50,000 | Interest | 16.13 | |
| SPOUSE - CT STO Transport & Infrastructure Bond | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Interest | 16.14 | |
| SPOUSE - CT STO Transport & Infrastructure Bond | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Interest | 16.15 | |
| SPOUSE - Dist of Columbia Water & Sewer Bond | $250K - $500K | None (or less than $201) | 16.16 | ||
| SPOUSE - NY Public Improvement Bond | $250K - $500K | $15,001 - $50,000 | Interest | 16.17 | |
| SPOUSE - HI GO Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.18 | |
| SPOUSE - IL Fin Auth Rev Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.19 | |
| SPOUSE - IN Fin Auth State Revolving Fund Bond | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Interest | 16.20 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.21 | |
| SPOUSE - FL Special Rev Refunding Bond | $1M | $15,001 - $50,000 | Interest | 16.22 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $100K - $250K | $2,501 - $5,000 | Interest | 16.23 | |
| SPOUSE - TX Unlimited Tax Schoolhouse Bond | $1M | $15,001 - $50,000 | Interest | 16.24 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K - $1M | $5,001 - $15,000 | Interest | 16.25 | |
| SPOUSE - NY Dev Corp Rev Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.26 | |
| SPOUSE - NY Dev Corp Rev Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.27 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $1M | $15,001 - $50,000 | Interest | 16.28 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K - $1M | $5,001 - $15,000 | Interest | 16.29 | |
| SPOUSE - NY MTA Bond | $250K - $500K | $15,001 - $50,000 | Interest | 16.30 | |
| SPOUSE - MI Building Auth Bond | $1M | $5,001 - $15,000 | Interest | 16.31 | |
| SPOUSE - MI Housing Dev Auth Bond | $1M | $15,001 - $50,000 | Interest | 16.32 | |
| SPOUSE - MN GO St Var Purp Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.33 | |
| SPOUSE - NY School District Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.34 | |
| SPOUSE - NJ Turnpike Authority Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.35 | |
| SPOUSE - NY GO Bond | $1M | None (or less than $201) | 16.36 | ||
| SPOUSE - NY GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.37 | |
| SPOUSE - NY GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Interest | 16.38 | |
| SPOUSE - NY GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.39 | |
| SPOUSE - NY TFA Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.40 | |
| SPOUSE - NY TFA Bond | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Interest | 16.41 | |
| SPOUSE - NY TFA Bond | $1M | $50,001 - $100K | Interest | 16.42 | |
| SPOUSE - NY Housing Dev Corp Bond | $1M | $50,001 - $100K | Interest | 16.43 | |
| SPOUSE - NY Fin Auth Water & Sewer Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.44 | |
| SPOUSE - NY Fin Auth Water & Sewer Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.45 | |
| SPOUSE - NY Fin Auth Water & Sewer Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.46 | |
| SPOUSE - NY Transitional Fin Authority Bldg Bond | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains Interest | 16.47 | |
| SPOUSE - NY Housing Dev Corp Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.48 | |
| SPOUSE - NY GO Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.49 | |
| SPOUSE - NY Housing Finance Agency Bond | $1M | $15,001 - $50,000 | Interest | 16.50 | |
| SPOUSE - NY HousingFinance Agency Bond | None (or less than $1,001) | $2,501 - $5,000 | Interest | 16.51 | |
| SPOUSE - NY Dormitory Authority Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.52 | |
| SPOUSE - NY Dormitory Authority Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.53 | |
| SPOUSE - NY Dormitory Authority Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.54 | |
| SPOUSE - NY Dormitory Authority Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.55 | |
| SPOUSE - NY Dormitory Authority Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.56 | |
| SPOUSE - NY Dormitory Authority Bond | $1M | $50,001 - $100K | Interest | 16.57 | |
| SPOUSE - NY Dormitory Authority Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.58 | |
| SPOUSE - NY Urban Dev Corp Bond | None (or less than $1,001) | $1,001 - $2,500 | Interest | 16.59 | |
| SPOUSE - NY Urban Dev Corp Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.60 | |
| SPOUSE - NY Urban Dev Corp Bond | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Interest | 16.61 | |
| SPOUSE - NC ST LTD Oblg Ref Bond | $100K - $250K | None (or less than $201) | 16.62 | ||
| SPOUSE - TX Mun Water Bond | $1M | None (or less than $201) | 16.63 | ||
| SPOUSE - OK Water Utilities Bond | $500K - $1M | None (or less than $201) | 16.64 | ||
| SPOUSE - NY GO Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.65 | |
| SPOUSE - NY LTD Tax Bond | $1M | None (or less than $201) | 16.66 | ||
| SPOUSE - PA Housing Finance Agency Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.67 | |
| SPOUSE - TX Unlimited Tax Refunding Bond | $1M | $50,001 - $100K | Interest | 16.68 | |
| SPOUSE - TX Gen Improvement & Refunding Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.69 | |
| SPOUSE - TX Electric & Gas Systems Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.70 | |
| SPOUSE - SC State Housing Fin & Dev Auth Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.71 | |
| SPOUSE - AL Southeast Energy Authority Bond | $100K - $250K | $5,001 - $15,000 | Interest | 16.72 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.73 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $500K - $1M | $5,001 - $15,000 | Interest | 16.74 | |
| SPOUSE - TN Energy Acquisition Corp Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.75 | |
| SPOUSE - TN Housing Dev Agency Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 16.76 | |
| SPOUSE - TN Housing Dev Agency Bond | $100K - $250K | $1,001 - $2,500 | Interest | 16.77 | |
| SPOUSE - TX DHCA Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.78 | |
| SPOUSE - TX DHCA Bond | $500K - $1M | $5,001 - $15,000 | Interest | 16.79 | |
| SPOUSE - TX Water Dev Board Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.80 | |
| SPOUSE - TX Unlimited Tax School Bdlg Bond | $100K - $250K | $2,501 - $5,000 | Interest | 16.81 | |
| SPOUSE - NY MTA Bridges & Tunnels Bond | $250K - $500K | $5,001 - $15,000 | Interest | 16.82 | |
| SPOUSE - NY MTA Bridges & Tunnels Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.83 | |
| SPOUSE - NY Utility Debt Securitization Authority Bond | $500K - $1M | $15,001 - $50,000 | Interest | 16.84 | |
| SPOUSE - NY Utility Debt Securitization Authority Bond | None (or less than $1,001) | $50,001 - $100K | Capital Gains Interest | 16.85 | |
| SPOUSE - VA Housing Dev Authority Bond | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains Interest | 16.86 | |
| SPOUSE - NY GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.87 | |
| SPOUSE - US Treasury Bill | $500K - $1M | $50,001 - $100K | Capital Gains Interest | 16.88 | |
| SPOUSE - US brokerage (cash account - US dollar) | None (or less than $1,001) | $5,001 - $15,000 | Interest | 16.89 | |
| SPOUSE - US brokerage (cash account - Canadian dollar) | $50,001 - $100K | None (or less than $201) | 16.90 | ||
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund (JTSXX) | None (or less than $1,001) | $1M or more | 16.91 | ||
| SPOUSE - JPM Tax Free Money Market Fund (JTFXX) | $1M | $1M or more | 16.92 | ||
| SPOUSE - iShares MSCI EAFE ETF (EFA) | $1M | $1M or more | 16.93 | ||
| SPOUSE - SPDR S&P 500 ETF (SPY) | $1M | $100K - $1M | 16.94 | ||
| SPOUSE - Vanguard FTSE Emerging Markets ETF (VWO) | $1M | $100K - $1M | 16.95 | ||
| SPOUSE - iShares S&P/TSX 60 Index (XIU) | $1M | $100K - $1M | 16.96 | ||
| SPOUSE - Lansing Management Onshore LP | $2,501 - $5,000 | Dividends Interest | Fund managers provided 2025 income information because K-1s are not yet available. 2026 income was estimated based on the 2025 information that was provided. | 16.97 | |
| SPOUSE - Interactive Brokers Group Inc.(IBKR) | $250K - $500K | 16.97.1 | |||
| SPOUSE - APi Group Corp (APG) | $250K - $500K | 16.97.2 | |||
| SPOUSE - HEICO Corp (HEI) | $100K - $250K | 16.97.3 | |||
| SPOUSE - TransUnion (TRU) | $100K - $250K | 16.97.4 | |||
| SPOUSE - Ashtead Group PLC (AHT LN) | $100K - $250K | 16.97.5 | |||
| SPOUSE - Moody's Corp (MCO) | $100K - $250K | 16.97.6 | |||
| SPOUSE - Ferrari N.V. (RACE) | $100K - $250K | 16.97.7 | |||
| SPOUSE - Boyd Group Services Inc. (BYD CN) | $100K - $250K | 16.97.8 | |||
| SPOUSE - Hilton Worldwide Holdings Inc. (HLT) | $100K - $250K | 16.97.9 | |||
| SPOUSE - Compass Inc. (COMP) | $100K - $250K | 16.97.10 | |||
| SPOUSE - Old Dominion Freight Line (ODFL) | $50,001 - $100K | 16.97.11 | |||
| SPOUSE - Waste Connections Inc. (WCN CN) | $50,001 - $100K | 16.97.12 | |||
| SPOUSE - Clean Harbors Inc. (CLH) | $50,001 - $100K | 16.97.13 | |||
| SPOUSE - Roper Technologies Inc. (ROP) | $1,001 - $15,000 | 16.97.14 | |||
| SPOUSE - Searchlight Capital LP | 16.98 | ||||
| SPOUSE - Liberty Latin America (telecommmunications) | $100K - $250K | None (or less than $201) | 16.98.1 | ||
| SPOUSE - Cengage Learning (educational technology) | $250K - $500K | None (or less than $201) | 16.98.2 | ||
| SPOUSE - Searchlight Capital AIV I, LP | 16.99 | ||||
| SPOUSE - Ardent Hire Solutions (equipment rental) | $100K - $250K | None (or less than $201) | 16.99.1 | ||
| SPOUSE - Wainscott Colors LLC (one underlying asset not reportable) | 16.100 | ||||
| SPOUSE - Promissory Note, [Family Member], 1.31% dtd 12/21/2020 | $1M | $50,001 - $100K | Interest | 16.100.1 | |
| SPOUSE - Spring Condo LLC (one underlying asset not reportable) | 16.101 | ||||
| SPOUSE - U.S. brokerage account (cash) | $250K - $500K | $5,001 - $15,000 | Interest | 16.101.1 | |
| SPOUSE - RAJ Family Partners LP (holding art) | $1M | None (or less than $201) | 16.102 | ||
| SPOUSE - Dist of Columbia Water & Sewer Bond | $500K - $1M | None (or less than $201) | 16.103 | ||
| SPOUSE - Family Trust #2 | 17 | ||||
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund (JTSXX) | $50,001 - $100K | $2,501 - $5,000 | 17.1 | ||
| SPOUSE - Estee Lauder Companies Inc. Cl A | $500K - $1M | $5,001 - $15,000 | Dividends | 17.2 | |
| SPOUSE - Estee Lauder Companies Inc. vested Cl B Restricted | $500K - $1M | $5,001 - $15,000 | Dividends | 17.3 | |
| SPOUSE - Rockefeller Global Equity ETF | $1M | $5,001 - $15,000 | 17.4 | ||
| SPOUSE - Rockefeller US Small-Mid-Cap ETF | $100K - $250K | None (or less than $201) | 17.5 | ||
| SPOUSE - Family Trust #3 | 18 | ||||
| SPOUSE - U.S. bank #1 (cash) | $100K - $250K | $5,001 - $15,000 | Interest | 18.1 | |
| SPOUSE - IN Finance Authority, Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.2 | |
| SPOUSE - MN, GO Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.3 | |
| SPOUSE - NJ Turnpike Authority, Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.4 | |
| SPOUSE - City of NY, GO Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.5 | |
| SPOUSE - NY, GO Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.6 | |
| SPOUSE - Dormitory Authority of NY, Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.7 | |
| SPOUSE - Dormitory Authority of NY, Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.8 | |
| SPOUSE - Dormitory Authority of NY, Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.9 | |
| SPOUSE - Dormitory Authority of NY, Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.10 | |
| SPOUSE - Dormitory Authority of NY, Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.11 | |
| SPOUSE - Empire State Dev. NY, Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.12 | |
| SPOUSE - Empire State Dev. NY, Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.13 | |
| SPOUSE - Co. of Onondaga, NY GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.14 | |
| SPOUSE - City of San Antonio, TX Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.15 | |
| SPOUSE - SC Housing Fin & Dev, Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.16 | |
| SPOUSE - TX Housing & Comm. Affairs, Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.17 | |
| SPOUSE - US Treasury Securities | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.18 | |
| SPOUSE - U.S. bank #1 (cash) | None (or less than $1,001) | $5,001 - $15,000 | Interest | 18.19 | |
| SPOUSE - U.S. bank #1 (cash) | None (or less than $1,001) | None (or less than $201) | Interest | 18.20 | |
| SPOUSE - Estee Lauder Companies (EL) Class B Shares | $1M | $1M or more | Dividends | 18.21 | |
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund (JTSXX) | $1M | $100K - $1M | 18.22 | ||
| SPOUSE - JPM Tax Free Money Market Fund (JTFXX) | None (or less than $1,001) | $5,001 - $15,000 | 18.23 | ||
| SPOUSE - SPDR S&P 500 ETF (SPY) | None (or less than $1,001) | $100K - $1M | 18.24 | ||
| SPOUSE - Vanguard FTSE Emerging Markets ETF (VWO) | None (or less than $1,001) | $2,501 - $5,000 | 18.25 | ||
| SPOUSE - iShares S&P/TSX 60 Index (XIU) | None (or less than $1,001) | $15,001 - $50,000 | 18.26 | ||
| SPOUSE - Undeveloped Land, Suffolk County, NY | $5M - $25M | None (or less than $201) | 18.27 | ||
| SPOUSE - Dormitory Authority of NY, Bond | None (or less than $1,001) | $15,001 - $50,000 | Interest | 18.28 | |
| SPOUSE - NY Environmental Bond | None (or less than $1,001) | $2,501 - $5,000 | Interest | 18.29 | |
| SPOUSE - NY Environmental Bond | None (or less than $1,001) | None (or less than $201) | 18.30 | ||
| SPOUSE - JPM Tax Free MMKT Inst Sweep FD (JTFXX) | $1M | $100K - $1M | 19 | ||
| SPOUSE - JPM 100% US Treasury Securities Money Market Fund (JTSXX) | None (or less than $1,001) | $1M or more | 20 | ||
| SPOUSE - Estee Lauder Companies Inc. vested Class B Restricted (EL) | $1M | $100K - $1M | Dividends | 21 | |
| SPOUSE - U.S. bank #1 brokerage account (cash) | $500K - $1M | $1,001 - $2,500 | Interest | 22 | |
| JOINT- U.S. bank #1 joint account (cash) | $1,001 - $15,000 | $1,001 - $2,500 | Interest | 23 | |
| SPOUSE - U.S. bank #1 Checking | $500K - $1M | None (or less than $201) | Interest | 24 | |
| SPOUSE - Coutts & Company Money Market | None (or less than $1,001) | $15,001 - $50,000 | Interest | 25 | |
| SPOUSE - Coutts & Company (cash account - US dollar) | $1M | None (or less than $201) | Interest | 26 | |
| SPOUSE - Loan to Ms. Robles | $1,001 - $15,000 | $201 - $1,000 | Interest | 27 | |
| SPOUSE - Loan to Ms. Santana | $1,001 - $15,000 | $1,001 - $2,500 | Interest | 28 | |
| SPOUSE - Loan to Town Line Holdings II LLC | $1M | $100K - $1M | Interest | 29 | |
| SPOUSE - CT STO Transport & Infrastructure Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 30 | |
| SPOUSE - NY GO Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 31 | |
| SPOUSE - NY Transitional Fin Authority Bldg Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 32 | |
| SPOUSE - NY Housing Finance Agency Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 33 | |
| SPOUSE - NY Dormitory Authority Bond | None (or less than $1,001) | $2,501 - $5,000 | Interest | 34 | |
| SPOUSE - NY Dormitory Authority Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 35 | |
| SPOUSE - NY Urban Dev Corp Bond | None (or less than $1,001) | $2,501 - $5,000 | Interest | 36 | |
| SPOUSE - NY Urban Dev Corp Bond | None (or less than $1,001) | $5,001 - $15,000 | Interest | 37 | |
| SPOUSE - SPDR S&P 500 ETF (SPY) | None (or less than $1,001) | $50,001 - $100K | 38 | ||
| SPOUSE - Vanguard FTSE Emerging Markets ETF (VWO) | None (or less than $1,001) | $1,001 - $2,500 | 39 | ||
| SPOUSE - iShares S&P/TSX 60 Index (XIU) | None (or less than $1,001) | $5,001 - $15,000 | 40 | ||
| Lansing Management Onshore LP | None (or less than $1,001) | $15,001 - $50,000 | Dividends Interest | 41 | |
| SPOUSE - Interactive Brokers Group Inc.(IBKR) | 41.1 | ||||
| SPOUSE - APi Group Corp (APG) | 41.2 | ||||
| SPOUSE - HEICO Corp (HEI) | 41.3 | ||||
| SPOUSE - TransUnion (TRU) | 41.4 | ||||
| SPOUSE - Ashtead Group PLC (AHT LN) | 41.5 | ||||
| SPOUSE - Moody's Corp (MCO) | 41.6 | ||||
| SPOUSE - Ferrari N.V. (RACE) | 41.7 | ||||
| SPOUSE - Boyd Group Services Inc. (BYD CN) | 41.8 | ||||
| SPOUSE - Hilton Worldwide Holdings Inc. (HLT) | 41.9 | ||||
| SPOUSE - Compass Inc. (COMP) | 41.10 | ||||
| SPOUSE - Old Dominion Freight Line (ODFL) | 41.11 | ||||
| SPOUSE - Waste Connections Inc. (WCN CN) | 41.12 | ||||
| SPOUSE - Clean Harbors Inc. (CLH) | 41.13 | ||||
| SPOUSE - Roper Technologies Inc. (ROP) | 41.14 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| JPMorgan Chase | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2015, rate: 2.875%, term: 30 years | 1 | |
| PNC Bank | type: Exercised Line of Credit, amount: $1,000,001 - $5,000,000, year-incurred: 2025, rate: 6.088240%, term: Revolving | 2 | |
| THSDFS LLC - Series 24 | type: Capital Commitment, amount: $250,001 - $500,000, year-incurred: 2021, term: On demand | 3 | |
| THSDFS LLC - Series 28 | type: Capital Commitment, amount: $250,001 - $500,000, year-incurred: 2021, term: On demand | 4 | |
| THSDFS LLC - Series 37 | type: Capital Commitment, amount: $50,001 - $100,000, year-incurred: 2022, term: On demand | 5 | |
| THSDFS LLC - Series 39 | type: Capital Commitment, amount: $50,001 - $100,000, year-incurred: 2022, term: On demand | 6 | |
| THSDFS LLC - Series 47 | type: Capital Commitment, amount: $15,001 - $50,000, year-incurred: 2023, term: On demand | 7 | |
| THSDFS LLC - Series 52 | type: Capital Commitment, amount: $250,001 - $500,000, year-incurred: 2024, term: On demand | 8 | |
| THSDFS LLC - Series 66 | type: Capital Commitment, amount: $50,001 - $100,000, year-incurred: 2025, term: On demand | 9 | |
| THSDFS LLC - Series 67 | type: Capital Commitment, amount: $50,001 - $100,000, year-incurred: 2025, term: On demand | 10 | |
| SPOUSE - Searchlight Capital LP | type: Capital Commitment, amount: $100,001 - $250,000, year-incurred: 2012, term: On demand | 11 |




