This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Barbara Stewart
Corporation for National and Community Service (joined: Feb. 7, 2018)
Chief Executive Officer | Financial Disclosure » | Resume »
Former Positions Outside Government
- Adler Planetarium Trustee
- Adler Planetarium Secretary of the Board
- Baltimore Urban Debate League Board Member
- Baltimore World Trade Center Institute Pro-Bono Advisor
- Center for Urban Families Board Member
- Christopher House Board Member
- Christopher House Board Chair
- Civic Federation of Chicago Trustee and Board Member
- Family Trust #1 Trustee
- Family Trust #2 Trustee
- Independent Maps Board Member
- Pier Homes at Harborview Homeowners Association Board President
- The Peter Bowe and Barbara Stewart Foundation Trustee
- YPO Gold Baltimore-Washington Chapter Ex-Officio Board Member
Employment Assets
| Description | Value | Income |
|---|---|---|
| IRA Account #1 | ||
| Vanguard REIT Index | $100,001 - $250,000 | $5,001 - $15,000 |
| iShares S&P SmallCap 600 | $100,001 - $250,000 | $1,001 - $2,500 |
| Vanguard Total International Bond ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| Wisdom Tree Large Cap Dividend | $50,001 - $100,000 | $1,001 - $2,500 |
| T. Rowe Price Emerging Markets Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Vanguard Intermediate-Term Treasury | $100,001 - $250,000 | $2,501 - $5,000 |
| Vanguard Short-Term Investment-Grade | $100,001 - $250,000 | $1,001 - $2,500 |
| First Eagle Global | $50,001 - $100,000 | $1,001 - $2,500 |
| Third Avenue Real Estate Value Instl | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Selected Value | $15,001 - $50,000 | $1,001 - $2,500 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Brokerage Account #6 | ||
| Brokerage Account #1 | ||
| American Funds EuroPacific Gr F-3 | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Harbor International Institutional | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| iShares MSCI EAFE Small Cap Index | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| iShares S&P SmallCap 600 Index | $500,001 - $1,000,000 | $5,001 - $15,000 |
| JPMorgan Mid Cap Value | $250,001 - $500,000 | $100,001 - $1,000,000 |
| T. Rowe Price New Asia | $500,001 - $1,000,000 | $5,001 - $15,000 |
| T. Rowe Price New Horizons | $250,001 - $500,000 | $100,001 - $1,000,000 |
| T. Rowe Price Emerging Markets Bond | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Vanguard Extended Market Index | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Vanguard FTSE Developed Markets | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Vanguard FTSE Emerging Markets | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Vanguard Inflation-Protected Securities | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Vanguard Intermediate-Term Treasury | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Vanguard Limited-Term Tax-Exempt | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Vanguard REIT Index | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
| Vanguard Short-Term Investment-Grade Bond Fund | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Vanguard Short-Term Tax-Exempt Bond Fund | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| Vanguard Total International Bond ETF | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| First Trust Large Cap Core AlphaDex | None (or less than $1,001) | $100,001 - $1,000,000 |
| Brokerage Account #2 | ||
| iShares Select Dividend | $250,001 - $500,000 | $5,001 - $15,000 |
| Vanguard Hi Yield Corporate Adm | $250,001 - $500,000 | $5,001 - $15,000 |
| Vanguard Total Stock Market Index | $500,001 - $1,000,000 | $5,001 - $15,000 |
| Schwab Muni Money Market Fund | $1,001 - $15,000 | None (or less than $201) |
| Brokerage Account #3 | ||
| ABN AMRO Group NV DR | $15,001 - $50,000 | $1,001 - $2,500 |
| Caterpillar Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Clorox Co | $100,001 - $250,000 | $2,501 - $5,000 |
| CoreCivic Inc | $50,001 - $100,000 | $2,501 - $5,000 |
| Walt Disney Co | $50,001 - $100,000 | $1,001 - $2,500 |
| Exxon Mobil Corp | $100,001 - $250,000 | $2,501 - $5,000 |
| General Electric Co | $50,001 - $100,000 | $2,501 - $5,000 |
| GEO Group Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Great Lakes Dredge & Dock Corporation - Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Hi-Crush Partners LP Com Unit LTD | $50,001 - $100,000 | None (or less than $201) |
| Imperial Brands PLC Spon ADR | $50,001 - $100,000 | $2,501 - $5,000 |
| Merck & Co Inc | $100,001 - $250,000 | $2,501 - $5,000 |
| Pentair PLC | $15,001 - $50,000 | $201 - $1,000 |
| Ryanair Holdings plc - ADR | $100,001 - $250,000 | None (or less than $201) |
| Schwab Muni Money Fund | $15,001 - $50,000 | None (or less than $201) |
| Stanley Black & Decker | $100,001 - $250,000 | $2,501 - $5,000 |
| United Parcel Service Inc. | $100,001 - $250,000 | $2,501 - $5,000 |
| Walgreens Boots Alliance Inc | $100,001 - $250,000 | $15,001 - $50,000 |
| Boeing Co | None (or less than $1,001) | $15,001 - $50,000 |
| Ford Motor Co | None (or less than $1,001) | $2,501 - $5,000 |
| Copa Holdings SA Class A | None (or less than $1,001) | $5,001 - $15,000 |
| Brokerage Account #4 | ||
| 3M Co | $15,001 - $50,000 | $201 - $1,000 |
| Abbott Laboratories | $15,001 - $50,000 | $201 - $1,000 |
| AbbVie Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Accenture Plc | $15,001 - $50,000 | $201 - $1,000 |
| Adient PLC | $1,001 - $15,000 | $1,001 - $2,500 |
| Adobe Systems Inc | $15,001 - $50,000 | None (or less than $201) |
| Advansix INC | None (or less than $1,001) | None (or less than $201) |
| AES Corp | $1,001 - $15,000 | None (or less than $201) |
| Aetna Inc | $15,001 - $50,000 | $2,501 - $5,000 |
| AFLAC Inc | $1,001 - $15,000 | $5,001 - $15,000 |
| Agilent Technologies Inc | $1,001 - $15,000 | None (or less than $201) |
| Air Products & Chemicals Inc | $15,001 - $50,000 | $201 - $1,000 |
| Akamai Technologies Inc | $1,001 - $15,000 | None (or less than $201) |
| Alcoa Inc | $1,001 - $15,000 | None (or less than $201) |
| Alexion Pharmaceuticals Inc | $15,001 - $50,000 | None (or less than $201) |
| Allegion PLC | $1,001 - $15,000 | None (or less than $201) |
| Allergan Inc | $15,001 - $50,000 | None (or less than $201) |
| Alphabet Inc | $100,001 - $250,000 | None (or less than $201) |
| Altria Group Inc | $100,001 - $250,000 | $2,501 - $5,000 |
| Amazon | $250,001 - $500,000 | None (or less than $201) |
| Ameren Corp | $1,001 - $15,000 | $201 - $1,000 |
| American Electric Power | $15,001 - $50,000 | $201 - $1,000 |
| American Express Co | $50,001 - $100,000 | $201 - $1,000 |
| American International Group Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| American Tower Corp A | $15,001 - $50,000 | None (or less than $201) |
| AmerisourceBergen Corp | $15,001 - $50,000 | $201 - $1,000 |
| Amgen Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Anadarko Petroleum Corp | $1,001 - $15,000 | None (or less than $201) |
| Analog Devices Inc | $1,001 - $15,000 | None (or less than $201) |
| Anthem Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Aon plc | $15,001 - $50,000 | None (or less than $201) |
| Apache Corp | $15,001 - $50,000 | $201 - $1,000 |
| Apartment Investment & Mgmt | $15,001 - $50,000 | $201 - $1,000 |
| Apple Inc. | $500,001 - $1,000,000 | $5,001 - $15,000 |
| Archer-Daniels-Midland Co | $15,001 - $50,000 | $201 - $1,000 |
| Arconic Inc | $1,001 - $15,000 | None (or less than $201) |
| Assurant Inc | $1,001 - $15,000 | None (or less than $201) |
| AT&T Inc | $100,001 - $250,000 | $5,001 - $15,000 |
| Autodesk Inc | $15,001 - $50,000 | None (or less than $201) |
| Automatic Data Processing | $15,001 - $50,000 | None (or less than $201) |
| AutoNation Inc | $1,001 - $15,000 | None (or less than $201) |
| AutoZone Inc | $1,001 - $15,000 | None (or less than $201) |
| Avago Technologies Limited - Ordinary Shares | $50,001 - $100,000 | $1,001 - $2,500 |
| AvalonBay Communities Inc | $1,001 - $15,000 | None (or less than $201) |
| Baker Hughes Inc | $1,001 - $15,000 | None (or less than $201) |
| Ball Corp | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Corp | $100,001 - $250,000 | $1,001 - $2,500 |
| The Bank of New York Mellon Corp | $15,001 - $50,000 | $201 - $1,000 |
| Bard C.R. Inc | $1,001 - $15,000 | None (or less than $201) |
| Baxter Intl Inc | $15,001 - $50,000 | $201 - $1,000 |
| BB&T Corp | $1,001 - $15,000 | None (or less than $201) |
| Becton Dickinson & Co | $50,001 - $100,000 | $201 - $1,000 |
| Berkshire Hathaway B | $100,001 - $250,000 | None (or less than $201) |
| Big Lots Inc | $1,001 - $15,000 | None (or less than $201) |
| Biogen Inc | $15,001 - $50,000 | None (or less than $201) |
| Bioverativ Inc | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Inc | $15,001 - $50,000 | $201 - $1,000 |
| Boeing Co | $100,001 - $250,000 | $2,501 - $5,000 |
| Boston Properties Inc | $1,001 - $15,000 | None (or less than $201) |
| Bristol-Myers Squibb | $50,001 - $100,000 | $1,001 - $2,500 |
| Brown-Forman Corp B | $1,001 - $15,000 | None (or less than $201) |
| Capital One Financial | $15,001 - $50,000 | $201 - $1,000 |
| Cardinal Health Inc | $15,001 - $50,000 | $201 - $1,000 |
| Carmax Inc | $1,001 - $15,000 | None (or less than $201) |
| Carnival Corp | $1,001 - $15,000 | None (or less than $201) |
| Caterpillar Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| CBRE Group Inc. | $1,001 - $15,000 | None (or less than $201) |
| CDK Global, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Celgene Corp | $50,001 - $100,000 | None (or less than $201) |
| CenturyLink Inc | $15,001 - $50,000 | None (or less than $201) |
| Cerner Corp | $1,001 - $15,000 | None (or less than $201) |
| CF Industries Holdings | $1,001 - $15,000 | None (or less than $201) |
| Charles Schwab Corp | $15,001 - $50,000 | None (or less than $201) |
| Charter Communications, Inc. - Class A Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Chesapeake Energy Co | $1,001 - $15,000 | None (or less than $201) |
| Chevron Corp | $100,001 - $250,000 | $5,001 - $15,000 |
| Chubb Corp | $15,001 - $50,000 | $15,001 - $50,000 |
| Cincinnati Financial Corp | $1,001 - $15,000 | $201 - $1,000 |
| Cintas Corp | $15,001 - $50,000 | None (or less than $201) |
| Cisco Systems Inc | $50,001 - $100,000 | $2,501 - $5,000 |
| Citigroup Inc | $100,001 - $250,000 | $201 - $1,000 |
| Citrix Systems Inc | $1,001 - $15,000 | None (or less than $201) |
| Clorox Co | $15,001 - $50,000 | $201 - $1,000 |
| Coca-Cola Co | $50,001 - $100,000 | $2,501 - $5,000 |
| Coca-Cola Enterprises | $1,001 - $15,000 | $1,001 - $2,500 |
| Cognizant Tech Solutions Corp | $1,001 - $15,000 | None (or less than $201) |
| Colgate-Palmolive Co | $15,001 - $50,000 | $201 - $1,000 |
| Comcast Corp | $100,001 - $250,000 | $1,001 - $2,500 |
| CA Inc | $1,001 - $15,000 | None (or less than $201) |
| Conagra Brands | $1,001 - $15,000 | None (or less than $201) |
| Conduent Inc | $1,001 - $15,000 | None (or less than $201) |
| ConocoPhillips | $15,001 - $50,000 | $1,001 - $2,500 |
| Consolidated Edison Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Constellation Brands Inc A | $15,001 - $50,000 | $201 - $1,000 |
| Costco Wholesale Corp | $15,001 - $50,000 | $201 - $1,000 |
| Corning Inc | $15,001 - $50,000 | None (or less than $201) |
| Crown Castle Intl Corp | $15,001 - $50,000 | None (or less than $201) |
| CSX Corp | $15,001 - $50,000 | $201 - $1,000 |
| Cummins Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| CVS Health Corp | $15,001 - $50,000 | $1,001 - $2,500 |
| Danaher Corp | $50,001 - $100,000 | $201 - $1,000 |
| DaVita Inc | $1,001 - $15,000 | None (or less than $201) |
| Deere & Co | $15,001 - $50,000 | $201 - $1,000 |
| Dell Technologies Inc | $1,001 - $15,000 | None (or less than $201) |
| Dentsply Intl | $1,001 - $15,000 | None (or less than $201) |
| Devon Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Discover Financial Services | $1,001 - $15,000 | $201 - $1,000 |
| Discovery Communications Inc | $1,001 - $15,000 | None (or less than $201) |
| Discovery Holdings Inc | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $50,001 - $100,000 | $1,001 - $2,500 |
| Dollar Tree Inc | $1,001 - $15,000 | None (or less than $201) |
| Dominion Resources Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Dover Corp | $1,001 - $15,000 | $201 - $1,000 |
| Dow Chemical | $50,001 - $100,000 | $1,001 - $2,500 |
| Dr Pepper Snapple Group | $15,001 - $50,000 | $201 - $1,000 |
| DTE Energy Co | $15,001 - $50,000 | $201 - $1,000 |
| E. I. du Pont de Nemours and Company | $50,001 - $100,000 | $1,001 - $2,500 |
| Duke Energy Corp | $15,001 - $50,000 | $1,001 - $2,500 |
| DXC Technology Co | $1,001 - $15,000 | None (or less than $201) |
| Eaton Corp plc | $15,001 - $50,000 | None (or less than $201) |
| eBay Inc. | $15,001 - $50,000 | None (or less than $201) |
| Ecolab Inc | $1,001 - $15,000 | None (or less than $201) |
| Emerson Electric Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Enbridge Inc | $15,001 - $50,000 | None (or less than $201) |
| Entergy Corp | $15,001 - $50,000 | $201 - $1,000 |
| EOG Resources | $50,001 - $100,000 | $201 - $1,000 |
| Equinix, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Equity Residential | $15,001 - $50,000 | None (or less than $201) |
| Estee Lauder Cos. | $15,001 - $50,000 | $201 - $1,000 |
| Eversource Energy | $1,001 - $15,000 | $201 - $1,000 |
| Exelon Corp | $15,001 - $50,000 | $201 - $1,000 |
| Expeditors Intl of WA Inc | $1,001 - $15,000 | None (or less than $201) |
| Express Scripts Holding Co. | $1,001 - $15,000 | None (or less than $201) |
| Exxon Mobil Corp | $100,001 - $250,000 | $5,001 - $15,000 |
| Facebook, Inc. | $100,001 - $250,000 | None (or less than $201) |
| Fastenal Co | $1,001 - $15,000 | $201 - $1,000 |
| Federated Invs PA | $1,001 - $15,000 | $201 - $1,000 |
| FedEx Corp | $15,001 - $50,000 | None (or less than $201) |
| Fidelity National Information Services | $15,001 - $50,000 | $201 - $1,000 |
| Fifth Third Bancorp (OH) | $15,001 - $50,000 | $201 - $1,000 |
| First Horizon Natl Corp | $15,001 - $50,000 | $201 - $1,000 |
| Fiserv Inc | $15,001 - $50,000 | None (or less than $201) |
| Fluor Corp | $15,001 - $50,000 | $201 - $1,000 |
| Ford Motor Co | $1,001 - $15,000 | $201 - $1,000 |
| Fortive Corp | $15,001 - $50,000 | None (or less than $201) |
| Franklin Resources Inc | $1,001 - $15,000 | $201 - $1,000 |
| Freeport McMoRan Copper & Gold | $1,001 - $15,000 | None (or less than $201) |
| Gap Inc | $1,001 - $15,000 | $201 - $1,000 |
| General Dynamics | $15,001 - $50,000 | $201 - $1,000 |
| General Electric Co | $100,001 - $250,000 | $5,001 - $15,000 |
| General Mills Inc | $1,001 - $15,000 | $201 - $1,000 |
| General Motors Company | $15,001 - $50,000 | $1,001 - $2,500 |
| Genuine Parts Co | $15,001 - $50,000 | $201 - $1,000 |
| Gilead Sciences Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Goldman Sachs Group Inc | $15,001 - $50,000 | $201 - $1,000 |
| Goodyear Tire & Rubber Co | $15,001 - $50,000 | $201 - $1,000 |
| Google Inc | $100,001 - $250,000 | None (or less than $201) |
| Grainger W.W. Inc | $1,001 - $15,000 | None (or less than $201) |
| Halliburton Co | $15,001 - $50,000 | $201 - $1,000 |
| Halyard Health Inc | None (or less than $1,001) | None (or less than $201) |
| Harris Corp | $15,001 - $50,000 | $201 - $1,000 |
| Hasbro Inc | $1,001 - $15,000 | $201 - $1,000 |
| HCP Inc | $1,001 - $15,000 | None (or less than $201) |
| Welltower Inc | $15,001 - $50,000 | None (or less than $201) |
| Helmerich & Payne Inc | $15,001 - $50,000 | None (or less than $201) |
| The Hershey Co | $1,001 - $15,000 | $201 - $1,000 |
| Hewlett-Packard Enterprise Co | $1,001 - $15,000 | None (or less than $201) |
| Home Depot Inc | $100,001 - $250,000 | $5,001 - $15,000 |
| Honeywell Intl Inc | $15,001 - $50,000 | $201 - $1,000 |
| Hormel Foods Corp | $1,001 - $15,000 | None (or less than $201) |
| Host Hotels & Resorts Inc | $15,001 - $50,000 | None (or less than $201) |
| HP Inc | $15,001 - $50,000 | $201 - $1,000 |
| Humana Inc | $15,001 - $50,000 | None (or less than $201) |
| Huntington Bancshares (OH) | $15,001 - $50,000 | $201 - $1,000 |
| ILG Inc | None (or less than $1,001) | None (or less than $201) |
| Illumina, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Ingersoll-Rand Plc | $1,001 - $15,000 | None (or less than $201) |
| Intel Corp | $50,001 - $100,000 | $2,501 - $5,000 |
| Intercontinental Exchange Inc | $15,001 - $50,000 | $201 - $1,000 |
| International Flavors & Fragrance | $1,001 - $15,000 | None (or less than $201) |
| Interpublic Group Cos | $1,001 - $15,000 | $201 - $1,000 |
| Intl Business Machines Corp | $50,001 - $100,000 | None (or less than $201) |
| Intl Paper Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Intuit Inc | $15,001 - $50,000 | $201 - $1,000 |
| Invesco Ltd | $15,001 - $50,000 | $201 - $1,000 |
| ITT Industries | $1,001 - $15,000 | None (or less than $201) |
| Jacobs Engineering Group Inc | $15,001 - $50,000 | None (or less than $201) |
| Johnson & Johnson | $100,001 - $250,000 | $5,001 - $15,000 |
| Johnson Controls Inc | $1,001 - $15,000 | None (or less than $201) |
| KeyCorp | $1,001 - $15,000 | None (or less than $201) |
| Keysight Technologies Inc | $1,001 - $15,000 | None (or less than $201) |
| Kimberly-Clark | $1,001 - $15,000 | None (or less than $201) |
| Kinder Morgan Inc | $15,001 - $50,000 | $201 - $1,000 |
| KLA-Tencor Corporation | $1,001 - $15,000 | None (or less than $201) |
| Kraft Heinz Co | $15,001 - $50,000 | None (or less than $201) |
| Kroger Co | $15,001 - $50,000 | $201 - $1,000 |
| L Brands Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| L-3 Technologies Inc. | $15,001 - $50,000 | $2,501 - $5,000 |
| Laboratory Corp Of America | $1,001 - $15,000 | $1,001 - $2,500 |
| Lam Research Corp | $15,001 - $50,000 | None (or less than $201) |
| Lamb Weston Holdings Inc | $1,001 - $15,000 | None (or less than $201) |
| Leidos Hldgs Inc | $15,001 - $50,000 | $201 - $1,000 |
| Lennar Corp | $15,001 - $50,000 | None (or less than $201) |
| Level 3 Communications Inc | $1,001 - $15,000 | None (or less than $201) |
| Eli Lilly & Co | $50,001 - $100,000 | None (or less than $201) |
| Lincoln National Corp | $50,001 - $100,000 | $201 - $1,000 |
| Loews Corp | $1,001 - $15,000 | None (or less than $201) |
| LogMein, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Lowes Companies Inc. | $15,001 - $50,000 | $201 - $1,000 |
| M&T Bank Corp | $15,001 - $50,000 | $201 - $1,000 |
| Macys | $1,001 - $15,000 | None (or less than $201) |
| Marathon Oil Corp | $1,001 - $15,000 | None (or less than $201) |
| Marathon Petroleum Corp. | $15,001 - $50,000 | $201 - $1,000 |
| Marriott Vacations Worldwide Corp | $1,001 - $15,000 | None (or less than $201) |
| Marriott Intl A | $15,001 - $50,000 | None (or less than $201) |
| Marsh & McLennan Companies | $15,001 - $50,000 | $201 - $1,000 |
| Mastercard Inc A | $50,001 - $100,000 | $201 - $1,000 |
| McCormick & Co | $1,001 - $15,000 | None (or less than $201) |
| McDonalds Corp | $15,001 - $50,000 | $2,501 - $5,000 |
| McKesson Corp | $15,001 - $50,000 | $201 - $1,000 |
| Mead Johnson Nutrition Co | $15,001 - $50,000 | $201 - $1,000 |
| Medtronic Inc | $50,001 - $100,000 | $201 - $1,000 |
| Merck & Co Inc | $100,001 - $250,000 | $2,501 - $5,000 |
| Microsoft Corp | $250,001 - $500,000 | $5,001 - $15,000 |
| Molson Coors Brewing Co B | $1,001 - $15,000 | None (or less than $201) |
| Mondelez International, Inc. - Class A Common Stock | $50,001 - $100,000 | None (or less than $201) |
| Monsanto Co. | $50,001 - $100,000 | $1,001 - $2,500 |
| Moodys Corp | $1,001 - $15,000 | $201 - $1,000 |
| Morgan Stanley | $15,001 - $50,000 | $201 - $1,000 |
| Motorola Solutions Inc | $15,001 - $50,000 | $201 - $1,000 |
| Murphy USA Inc | $1,001 - $15,000 | None (or less than $201) |
| Mylan N V EUR | $1,001 - $15,000 | None (or less than $201) |
| Nasdaq Inc | $15,001 - $50,000 | $201 - $1,000 |
| National Oilwell Varco Inc | $1,001 - $15,000 | $201 - $1,000 |
| Navient Corporation - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| NetFlix Inc | $15,001 - $50,000 | None (or less than $201) |
| Newell Brands Inc | $15,001 - $50,000 | None (or less than $201) |
| Newmont Mining Corp | $15,001 - $50,000 | None (or less than $201) |
| News Corporation - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| NextEra Energy Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Nike Inc B | $50,001 - $100,000 | $201 - $1,000 |
| NiSource Inc | $1,001 - $15,000 | None (or less than $201) |
| Norfolk Southern Corp | $15,001 - $50,000 | $201 - $1,000 |
| Northrop Grumman Corp | $50,001 - $100,000 | $2,501 - $5,000 |
| Now Inc | $1,001 - $15,000 | None (or less than $201) |
| NRG Energy | $1,001 - $15,000 | $201 - $1,000 |
| Nvidia Corp | $100,001 - $250,000 | $5,001 - $15,000 |
| OReilly Automotive Inc | $1,001 - $15,000 | None (or less than $201) |
| Occidental Petroleum | $15,001 - $50,000 | $201 - $1,000 |
| ONEOK Inc | $1,001 - $15,000 | $201 - $1,000 |
| Oracle Corp | $50,001 - $100,000 | $1,001 - $2,500 |
| PACCAR Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Parker-Hannifin Corp | $15,001 - $50,000 | $201 - $1,000 |
| Patterson Companies, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Paychex Inc | $1,001 - $15,000 | $201 - $1,000 |
| Paypal Holdings Inc | $50,001 - $100,000 | None (or less than $201) |
| PepsiCo Inc | $100,001 - $250,000 | $2,501 - $5,000 |
| Pfizer Inc | $100,001 - $250,000 | $2,501 - $5,000 |
| Philip Morris International | $100,001 - $250,000 | $2,501 - $5,000 |
| Phillips 66 | $15,001 - $50,000 | $1,001 - $2,500 |
| Pinnacle West Capital (AZ) | $1,001 - $15,000 | $201 - $1,000 |
| Pioneer Natural Resources | $15,001 - $50,000 | None (or less than $201) |
| PNC Finl Services Group | $50,001 - $100,000 | $1,001 - $2,500 |
| Ralph Lauren Corp | $1,001 - $15,000 | None (or less than $201) |
| PPG Industries Inc | $15,001 - $50,000 | $201 - $1,000 |
| PPL Corp | $1,001 - $15,000 | $201 - $1,000 |
| Praxair Inc | $1,001 - $15,000 | $201 - $1,000 |
| Priceline.com Inc | $50,001 - $100,000 | None (or less than $201) |
| Principal Financial Group | $15,001 - $50,000 | $1,001 - $2,500 |
| Proctor & Gamble Co | $100,001 - $250,000 | $2,501 - $5,000 |
| Progressive Corp | $1,001 - $15,000 | None (or less than $201) |
| ProLogis Inc | $15,001 - $50,000 | None (or less than $201) |
| Prudential Financial Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Public Storage | $15,001 - $50,000 | None (or less than $201) |
| Public Service Enterprise Grp | $15,001 - $50,000 | None (or less than $201) |
| QUALCOMM Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Quality Care Properties | None (or less than $1,001) | None (or less than $201) |
| Realty Income Corp | $15,001 - $50,000 | None (or less than $201) |
| Red Hat Inc | $1,001 - $15,000 | None (or less than $201) |
| Regeneron Pharmaceuticals Inc | $15,001 - $50,000 | None (or less than $201) |
| Republic Services Inc | $1,001 - $15,000 | None (or less than $201) |
| Reynolds American Inc | $15,001 - $50,000 | $201 - $1,000 |
| Rockwell Automation Inc | $1,001 - $15,000 | None (or less than $201) |
| Roper Technologies | $15,001 - $50,000 | $201 - $1,000 |
| Ross Stores Inc | $15,001 - $50,000 | None (or less than $201) |
| S&P Global Inc | $15,001 - $50,000 | None (or less than $201) |
| Salesforce | $15,001 - $50,000 | None (or less than $201) |
| SCANA Corp | $1,001 - $15,000 | $201 - $1,000 |
| Schlumberger Ltd | $15,001 - $50,000 | $1,001 - $2,500 |
| Schwab Muni Money Market Fund | $50,001 - $100,000 | None (or less than $201) |
| Sealed Air Corp | $15,001 - $50,000 | $201 - $1,000 |
| Sempra Energy | $1,001 - $15,000 | $201 - $1,000 |
| Sherwin-Williams Co | $15,001 - $50,000 | None (or less than $201) |
| Simon Property Group | $15,001 - $50,000 | None (or less than $201) |
| SLM Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Southern Co | $15,001 - $50,000 | $1,001 - $2,500 |
| Southwest Airlines Co | $15,001 - $50,000 | $201 - $1,000 |
| Southwestern Energy Co | $1,001 - $15,000 | None (or less than $201) |
| Stanley Black & Decker | $15,001 - $50,000 | $201 - $1,000 |
| Starbucks Corp | $50,001 - $100,000 | $1,001 - $2,500 |
| State Street Corp | $50,001 - $100,000 | $201 - $1,000 |
| Stericycle Inc | $1,001 - $15,000 | None (or less than $201) |
| Stryker Corp | $50,001 - $100,000 | $201 - $1,000 |
| SunTrust Banks Inc (GA) | $15,001 - $50,000 | $201 - $1,000 |
| Symantec Corp | $15,001 - $50,000 | $5,001 - $15,000 |
| Sysco Corp | $1,001 - $15,000 | None (or less than $201) |
| T Mobile | $15,001 - $50,000 | None (or less than $201) |
| T Rowe Price Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Target Corp | $15,001 - $50,000 | $201 - $1,000 |
| Texas Instruments Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Textron Inc | $15,001 - $50,000 | None (or less than $201) |
| Thermo Fisher Scientific | $50,001 - $100,000 | $201 - $1,000 |
| Tiffany & Co | $1,001 - $15,000 | None (or less than $201) |
| Time Inc | $1,001 - $15,000 | None (or less than $201) |
| Time Warner Inc | $50,001 - $100,000 | $201 - $1,000 |
| TJX Cos Inc | $15,001 - $50,000 | $201 - $1,000 |
| Torchmark Corp | $15,001 - $50,000 | None (or less than $201) |
| Travelers Cos Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Twenty-First Century Fox, Inc. - Class A Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Tyson Foods Inc A | $15,001 - $50,000 | $201 - $1,000 |
| Union Pacific Corp | $50,001 - $100,000 | $1,001 - $2,500 |
| United Continental Hldgs Inc | $15,001 - $50,000 | None (or less than $201) |
| United Parcel Service Inc B | $50,001 - $100,000 | $1,001 - $2,500 |
| United Technologies Corp | $50,001 - $100,000 | $1,001 - $2,500 |
| Unitedhealth Group Inc | $100,001 - $250,000 | $1,001 - $2,500 |
| Urban Edge PPTYS Com | $1,001 - $15,000 | None (or less than $201) |
| US Bancorp | $50,001 - $100,000 | $1,001 - $2,500 |
| VF Corp | $15,001 - $50,000 | $201 - $1,000 |
| Valero Energy Corp | $1,001 - $15,000 | $201 - $1,000 |
| Varex Imaging Corp | $1,001 - $15,000 | None (or less than $201) |
| Varian Medical Systems Inc | $1,001 - $15,000 | None (or less than $201) |
| Ventas Inc | $15,001 - $50,000 | None (or less than $201) |
| VeriSign Inc | $15,001 - $50,000 | None (or less than $201) |
| Veritiv Corp | None (or less than $1,001) | None (or less than $201) |
| Verizon Communications Inc | $100,001 - $250,000 | $5,001 - $15,000 |
| Versum Matls Inc | $1,001 - $15,000 | None (or less than $201) |
| Vertex Pharmaceuticals Inc | $15,001 - $50,000 | None (or less than $201) |
| Viacom Inc B | $15,001 - $50,000 | $201 - $1,000 |
| Visa Inc | $100,001 - $250,000 | $201 - $1,000 |
| Vornado Realty Trust | $1,001 - $15,000 | None (or less than $201) |
| Walgreens Boots Alliance Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| Wal-Mart Stores | $50,001 - $100,000 | $2,501 - $5,000 |
| Washington Prime Group Inc | $1,001 - $15,000 | None (or less than $201) |
| WEC Energy Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo & Co | $100,001 - $250,000 | $2,501 - $5,000 |
| Western Digital Corp | $1,001 - $15,000 | $1,001 - $2,500 |
| Western Union Co | $15,001 - $50,000 | $201 - $1,000 |
| Westrock Co | $15,001 - $50,000 | $201 - $1,000 |
| Weyerhaeuser Co | $1,001 - $15,000 | None (or less than $201) |
| The Williams Companies Inc | $15,001 - $50,000 | $201 - $1,000 |
| Wyndham Worldwide Corp | $1,001 - $15,000 | $201 - $1,000 |
| Wynn Resorts Ltd | $1,001 - $15,000 | None (or less than $201) |
| Xcel Energy Inc | $1,001 - $15,000 | None (or less than $201) |
| Xerox Corp | $1,001 - $15,000 | $201 - $1,000 |
| Xilinx Inc | $15,001 - $50,000 | $201 - $1,000 |
| XL Group Ltd | $1,001 - $15,000 | None (or less than $201) |
| Xylem Inc | $15,001 - $50,000 | $201 - $1,000 |
| Yahoo Inc | $15,001 - $50,000 | None (or less than $201) |
| Yum China HLDGS Inc | $1,001 - $15,000 | None (or less than $201) |
| Yum! Brands Inc | $15,001 - $50,000 | $201 - $1,000 |
| Zimmer Biomet Holdings Inc | $15,001 - $50,000 | None (or less than $201) |
| Zions Bancorporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Zoetis Inc | $1,001 - $15,000 | None (or less than $201) |
| Airgas Inc | None (or less than $1,001) | $2,501 - $5,000 |
| Bank of Montreal | None (or less than $1,001) | $1,001 - $2,500 |
| Baxalta Inc | None (or less than $1,001) | $15,001 - $50,000 |
| Cameron International Corp | None (or less than $1,001) | $5,001 - $15,000 |
| Columbia Pipeline Group | None (or less than $1,001) | $2,501 - $5,000 |
| EMC Corp | None (or less than $1,001) | $15,001 - $50,000 |
| Starwood Hotel & Resort World | None (or less than $1,001) | $1,001 - $2,500 |
| Linear Technology Corp | None (or less than $1,001) | $2,501 - $5,000 |
| Metlife Inc | None (or less than $1,001) | $1,001 - $2,500 |
| Precision Castparts Corp | None (or less than $1,001) | $2,501 - $5,000 |
| SanDisk Corp | None (or less than $1,001) | $5,001 - $15,000 |
| Questar Corp | None (or less than $1,001) | $201 - $1,000 |
| Time Warner Cable Inc | None (or less than $1,001) | $5,001 - $15,000 |
| St Jude Medical Inc | None (or less than $1,001) | $5,001 - $15,000 |
| Unum Group | None (or less than $1,001) | $1,001 - $2,500 |
| Brokerage Account #5 | ||
| Alaska Department of Revenue, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Alaska State Housing Finance Corporation, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Adeline Texas Independent School District, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Arizona Enterprise Development Corporation, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Bay Area Toll Authority California Toll Bridge Revenue, bond | $250,001 - $500,000 | $2,501 - $5,000 |
| Benton County Washington School District No. 017 Kennewick, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Government of the District of Columbia, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Energy Northwest Washington Electric Revenue, bond | $250,001 - $500,000 | $15,001 - $50,000 |
| Florida Department of Education, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Florida Department of Education, Bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Illinois Housing Development Authority (Inc.), bond | $15,001 - $50,000 | $201 - $1,000 |
| Yakima County Washington School District No. 7 Yakima, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| University of Houston System, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Washington Health Care Facilities Authority, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Tampa Bay Water, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Mecklenburg County North Carolina, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| State of Wisconsin, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Maine Municipal Bond Bank, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Massachusetts School Building Authority, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| State of Wisconsin, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| New York City Transitional Finance Authority, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| North East Independent School District Texas, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Michigan Finance Authority, bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Tennessee Housing Development Authority, bond | $100,001 - $250,000 | $2,501 - $5,000 |
| City of Phoenix Improvement Corporation, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| School District of Palm Beach County, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Sarasota County Florida Infrastructure Sales Surtax Revenue, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| State of Ohio, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| The University of North Carolina, bond | $100,001 - $250,000 | $5,001 - $15,000 |
| Maricopa County Community College District, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| King County Washington School District No. 409 Tahoma, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Dormitory Authority of the State of New York, bond | $250,001 - $500,000 | $5,001 - $15,000 |
| Michigan State Housing Developement Authority, bond | $100,001 - $250,000 | $1,001 - $2,500 |
| Tennessee Housing Development Authority, bond | $1,001 - $15,000 | None (or less than $201) |
| Tennessee Housing Development Authority, bond | $1,001 - $15,000 | None (or less than $201) |
| Schwab Muni Money Fund | $1,001 - $15,000 | None (or less than $201) |
| New York Sate Environmental Facilities, bond | None (or less than $1,001) | $1,001 - $2,500 |
| Pearland Texas Indepedent School District, bond | None (or less than $1,001) | $2,501 - $5,000 |
| Tennessee Housing Development Authority, bond | None (or less than $1,001) | None (or less than $201) |
| Clarke County Georgia Hospital, bond | None (or less than $1,001) | None (or less than $201) |
| Schertz-ETC Texas Independent School District, bond | None (or less than $1,001) | None (or less than $201) |
| Tennessee Housing Development Authority, bond | None (or less than $1,001) | None (or less than $201) |
| Dexter Michigan Community School District, bond | None (or less than $1,001) | None (or less than $201) |
| Michigan Finance Authority, bond | None (or less than $1,001) | None (or less than $201) |
| State of Texas, bond | None (or less than $1,001) | None (or less than $201) |
| Lamar Consolidated Independent School District, Texas, bond | None (or less than $1,001) | None (or less than $201) |
| Tennessee Housing Development Authority, bond | None (or less than $1,001) | None (or less than $201) |
| Illinois Housing Development Authority (Inc.), bond | None (or less than $1,001) | None (or less than $201) |
| Tennessee Housing Development Authority, bond | None (or less than $1,001) | None (or less than $201) |
| Michigan Finance Authority, bond | None (or less than $1,001) | None (or less than $201) |
| State of New York Metropolitan Transportation Authority, bond | None (or less than $1,001) | None (or less than $201) |
| New York City Transitional Finance Authority, bond | None (or less than $1,001) | None (or less than $201) |
| Illinois Housing Development Authority, (Inc.), bond | None (or less than $1,001) | None (or less than $201) |
| City of New York, bond | None (or less than $1,001) | None (or less than $201) |
| Board of Education of Alpine School District Utah County Utah, bond | None (or less than $1,001) | None (or less than $201) |
| Illinois Housing Development Authority (Inc.), bond | None (or less than $1,001) | None (or less than $201) |
| Tennessee Housing Development Authority, bond | None (or less than $1,001) | None (or less than $201) |
| iShares MidCap S&P 400 ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| SPDR S&P 500 ETF | $500,001 - $1,000,000 | $5,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF | $250,001 - $500,000 | $2,501 - $5,000 |
| Vanguard FTSE Emerging Markets ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| Vanguard Large Cap ETF | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard S&P 500 | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Short-Term Inflation-Protected Securities Index | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Inflation-Protected Securities | $100,001 - $250,000 | $1,001 - $2,500 |
| Vanguard Intermediate-Term Tax-Exempt | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard Limited-Term Tax-Exempt | $250,001 - $500,000 | $2,501 - $5,000 |
| Dodge & Cox International Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| JPMorgan US Large Cap Core Plus Select | $100,001 - $250,000 | $2,501 - $5,000 |
| MFS International Value Fund | $50,001 - $100,000 | $201 - $1,000 |
| PRIMECAP Odyssey Stock Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| T. Rowe Price New Asia | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Short-Term Tax-Exempt Fund | None (or less than $1,001) | $1,001 - $2,500 |
| Brokerage Account #7 | ||
| Allstate Corp | $15,001 - $50,000 | $201 - $1,000 |
| AT&T Inc | $1,001 - $15,000 | $201 - $1,000 |
| Bed Bath & Beyond Inc | $1,001 - $15,000 | None (or less than $201) |
| ConocoPhillips | $1,001 - $15,000 | $201 - $1,000 |
| Costco Wholesale Corp | $15,001 - $50,000 | $201 - $1,000 |
| Exelon Corp | $15,001 - $50,000 | $201 - $1,000 |
| Healthsouth Corp | $1,001 - $15,000 | None (or less than $201) |
| Home Depot Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| JPMorgan Equity Income I | $100,001 - $250,000 | $2,501 - $5,000 |
| JP Morgan Chase & Co | $250,001 - $500,000 | $5,001 - $15,000 |
| Merck & Co Inc | $15,001 - $50,000 | $201 - $1,000 |
| Microsoft Corp | $15,001 - $50,000 | $201 - $1,000 |
| Morgan Stanley | $1,001 - $15,000 | None (or less than $201) |
| Pfizer Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Under Armour Inc | $15,001 - $50,000 | None (or less than $201) |
| Verifone Systems Inc | $1,001 - $15,000 | None (or less than $201) |
| Walgreens Boots Alliance Inc | $15,001 - $50,000 | $201 - $1,000 |
| Diageo PLC | $15,001 - $50,000 | $201 - $1,000 |
| U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) |
| Brokerage Account #8 | ||
| U.S. bank (cash) | $100,001 - $250,000 | $201 - $1,000 |
| Euro-US Dollar (EUR/USD), open position | $15,001 - $50,000 | None (or less than $201) |
| Danaher Corp | $1,001 - $15,000 | None (or less than $201) |
| Fortive Corp | $1,001 - $15,000 | None (or less than $201) |
| NetScout Systems, Inc. | $15,001 - $50,000 | None (or less than $201) |
| Markel Corp | $1,000,001 - $5,000,000 | None (or less than $201) |
| U.S. bank (cash) | $50,001 - $100,000 | None (or less than $201) |
| U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank (cash) | $15,001 - $50,000 | None (or less than $201) |
| Antique Roman artifacts (collectibles) | $500,001 - $1,000,000 | None (or less than $201) |
| Personal Loan to Hamburg LAR Properties, LLC | Over $1,000,000 | $15,001 - $50,000 |
| Industrial Real Estate, Baltimore, MD #1 | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Industrial Real Estate, Baltimore, MD #2 | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Pit Hog Properties II, LLC | $250,001 - $500,000 | $50,001 - $100,000 |
| Commerical Real Estate, New Richmond, WI | ||
| Residential Real Estate, Holden Beach, NC | $1,001 - $15,000 | $5,001 - $15,000 |
| RCP Fund VII, L.P. | $500,001 - $1,000,000 | $15,001 - $50,000 |
| RCP Secondary Opportunity Fund, L.P. | $100,001 - $250,000 | $15,001 - $50,000 |
| RCP Fund VIII, L.P. | $250,001 - $500,000 | $15,001 - $50,000 |
| RCP IX, L.P. | $100,001 - $250,000 | $15,001 - $50,000 |
| RCP Direct Fund II, L.P. | $100,001 - $250,000 | $15,001 - $50,000 |
| RCP Fund X, L.P. | $50,001 - $100,000 | $1,001 - $2,500 |
| RCP Fund XI, L.P. | $1,001 - $15,000 | None (or less than $201) |
| Collections Marketing Center LLC (internet based debt collection agency) | $100,001 - $250,000 | None (or less than $201) |
| OEP III Co-Investors, L.P. (owns an interest in two seller holdback escrow accounts) | $15,001 - $50,000 | $201 - $1,000 |
| Seguin Partners, L.P. (owns an interest in one seller holdback escrow account) | $15,001 - $50,000 | $50,001 - $100,000 |
| Phillips Edison Strategic Investment Fund II, L.P. | $100,001 - $250,000 | None (or less than $201) |
| BrownSavano Direct Capital Partners Fund I, L.P. | $250,001 - $500,000 | $15,001 - $50,000 |
| 10-4 Systems, Inc. (provider of integrated, automated transportation exchange and communication services) | ||
| Actifio, Inc. (developer of copy data virtualization solutions for mid to large enterprises) | ||
| Clarabridge Inc. (provider of text and sentiment analytics software) | ||
| Edmodo, Inc. (software platform for K-12 students, parents and teachers to collaborate) | ||
| GlobalTranz Enterprises, Inc. (online freight brokerage platform for small and mid-sized shippers) | ||
| IgnitionOne, Inc. (cloud based digital marketing solutions company) | ||
| Kaltura, Inc. (provider of open source video management and delivery solutions) | ||
| Parallels Holdings Ltd. (developer of virtualization and cloud services enablement software) | ||
| Silver Peak Systems, Inc. (provider of wide area network optimization hardware and software) | ||
| Spring Mobile Solutions (provider of platform for full mobile enterprise applications as a hosted service) | ||
| Upwork Global Inc. (online jobs marketplace) | ||
| Redbrick Health (provider of consumer health engagement and behavior change technology) | ||
| Geneva House II, L.P. - underlying assets are not ascertainable | $100,001 - $250,000 | $15,001 - $50,000 |
| Tuscany Development Partners, L.P. | $100,001 - $250,000 | None (or less than $201) |
| Residential Real Estate, San Gimignano, Italy | ||
| Savano Capital Partners II, L.P. | $100,001 - $250,000 | $15,001 - $50,000 |
| 10-4 Systems, Inc. (provider of integrated, automated transporation exchange and communication services) | ||
| Cardlytics, Inc. (hybrid fin-tech/ad- tech/analytics company that uses consumer spending data to optimize on-line and off- line ad spend for global brands) | ||
| DrFirst.com, Inc. (provider of software solutions and services for healthcare providers) | ||
| EndGame, Inc. (cybersecurity software provider) | ||
| EverQuote, Inc. (digital marketing partner for auto insurance carriers, agents and aggregators) | ||
| GlobalTranz Enterprises, Inc. (online freight brokerage platform for small and mid-sized shippers) | ||
| Jobcase, Inc. (online jobs marketplace) | ||
| Nintex Global Limited (automation workflow software provider) | ||
| BBM, LLC | $500,001 - $1,000,000 | None (or less than $201) |
| Commercial Real Estate, Boston, MA | ||
| 645 Hunter LLC | $250,001 - $500,000 | None (or less than $201) |
| Residential Real Estate, Aspen, CO | ||
| Pacific Northwest Permanent Crop Fund LLC | $50,001 - $100,000 | None (or less than $201) |
| Agricultural Property, Pasco, WA | ||
| Homerunstake Investment, LLC | $100,001 - $250,000 | None (or less than $201) |
| Residential Real Estate, Aspen, CO | ||
| Gondola LLC | $250,001 - $500,000 | None (or less than $201) |
| Commercial Real Estate, Aspen, CO | ||
| SOF VIII Private Investors, LLC | $100,001 - $250,000 | $15,001 - $50,000 |
| Providence TMT Debt Opportunity Fund II, L.P. | $100,001 - $250,000 | $15,001 - $50,000 |
| SOF IX Private Investors, LLC | $250,001 - $500,000 | $15,001 - $50,000 |
| Mezzanine Private Investors II, LLC | $500,001 - $1,000,000 | $15,001 - $50,000 |
| GSO Private Investors II B, LLC | $250,001 - $500,000 | $15,001 - $50,000 |
| PEG Digital Growth Fund II, L.P. | $500,001 - $1,000,000 | $15,001 - $50,000 |
| CIP VI Private Investors, LLC | $50,001 - $100,000 | $5,001 - $15,000 |
| Mezzanine Private Investors III, LLC | $50,001 - $100,000 | $5,001 - $15,000 |
| Benefit Street Partners IV Private Investors, LLC | $100,001 - $250,000 | $15,001 - $50,000 |
| Hamburg LAR Properties, LLC | None (or less than $1,001) | $50,001 - $100,000 |
| Commercial Real Estate, Baltimore, MD | ||
| Aspen Riverfront, LLC | $15,001 - $50,000 | None (or less than $201) |
| Residential Real Estate, Aspen, CO | ||
| Ellicott Dredge Enterprises, LLC (manufacturer of dredging equipment) | $250,001 - $500,000 | $50,001 - $100,000 |
| Starwood SOF XI LLC (No underlying assets.) | None (or less than $1,001) | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Exercised Line of Credit | Over $1,000,000 | Fed Funds + 0.70% | 2012 |
| Markel Corporation | Exercised Line of Credit | $250,001 - $500,000 | 3% | 2010 |
| J.P. Morgan | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | 2.625% | 2013 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| 401(k) Plan #2 | |||
| American Funds EuroPacific Growth A | $50,001 - $100,000 | $1,001 - $2,500 | |
| Ellicott Dredge Enterprises, LLC - member interest | Over $1,000,000 | Dividends Interest Rent or Royalties | $100,001 - $1,000,000 |
| Ellicott Dredges, LLC | |||
| Liquid Waste Technology, LLC | |||
| Rohr International Dredge Company LLC | |||
| Rohr International Dredge Holdings, Inc. | |||
| Rohr Bagger GmbH (extraction equipment) | |||
| Eurl Rohr France (Dredge Company) | |||
| Idreco B.V. (Dredge Equipment) | |||
| Rohr Dredge North America, LLC | |||
| IRA Account #1 | |||
| Diamond Hill Long-Short | $250,001 - $500,000 | $5,001 - $15,000 | |
| Wasatch Long/Short | $250,001 - $500,000 | $15,001 - $50,000 | |
| 401(k) Plan #1 | |||
| American Funds Growth Fund of Amer A | $100,001 - $250,000 | $2,501 - $5,000 | |
| American Funds Capital World Growth and Income A | $50,001 - $100,000 | $1,001 - $2,500 | |
| American Funds New World A | $50,001 - $100,000 | $1,001 - $2,500 | |
| American Funds Growth Fund of America R3 | $15,001 - $50,000 | $1,001 - $2,500 | |
| American Funds Capital World Growth and Income R3 | $15,001 - $50,000 | $1,001 - $2,500 | |
| American Funds New World R3 | $15,001 - $50,000 | $1,001 - $2,500 | |
| American Funds EuroPacific Growth R3 | $15,001 - $50,000 | $1,001 - $2,500 | |
| Ellicott Dredges, LLC | Ordinary Income, Salary, and Bonus | ||
| Liquid Waste Technology, LLC | Ordinary Income, Salary, and Bonus | ||
| Baltimore Fabricators LLC, Baltimore, MD | $1,000,001 - $5,000,000 | Rent or Royalties | $100,001 - $1,000,000 |
| Ellicot Plant LLC , Baltimore, MD | $1,000,001 - $5,000,000 | Rent or Royalties | $100,001 - $1,000,000 |
Do you know something about Barbara Stewart? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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