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.
Kenneth Ian Juster
White House Office (joined: Jan. 20, 2017)
Deputy Assistant to the President for International Economic Affairs and Deputy Director of the National Economic Council | Financial Disclosure »
Former Positions Outside Government
- Asia Foundation Vice Chairman of Board
- Bridgepoint Education Board Member
- Freedom House Chairman of Board
- Gold Reserve, Inc. Board Member
- U. S. India Business Council Board Member
- Warburg Pincus LLC Partner
- Weatherhead Center for International Affairs-Advisory Committee at Harvard Chairman of Advisory Committee
Former Compensation Sources
- Bridgepoint Education Board Member Directors fee $14,375
- Gold Reserve Corporation Board Member Directors fee $36,000
- Warburg Pincus LLC Partner in Private Equity Investment Firm
Employment Assets
| Description | Value | Income |
|---|---|---|
| Warburg Pincus & Co | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| Warburg Pincus 2011 Partners LP | $100,001 - $250,000 | $100,001 - $1,000,000 |
| ACB (India) Limited | $1,001 - $15,000 | |
| Gangavaram Port Limited | $15,001 - $50,000 | |
| Laredo Petroleum Inc. | $50,001 - $100,000 | |
| Lemon Tree Hotels Limited | $15,001 - $50,000 | |
| Southernpec Storage and Logistics Holding Limited | $1,001 - $15,000 | |
| Warburg Pincus XI Partners, LP | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Allied Universal Security Services | $100,001 - $250,000 | |
| Ane Logistics Co., Ltd. | $50,001 - $100,000 | |
| Avalara Inc. | $50,001 - $100,000 | |
| Avtec Limited | $1,001 - $15,000 | |
| Baoping Energy Investments Co., Ltd. | $15,001 - $50,000 | |
| Beijing Amcare Women's & Children's Hospital Co., Ltd | $50,001 - $100,000 | |
| Biba Apparels Private Limited | $15,001 - $50,000 | |
| Blue Yonder GmBH | $1,001 - $15,000 | |
| Brigham Resources, LLC | $250,001 - $500,000 | |
| CAGR Gas Resource Limited | $50,001 - $100,000 | |
| Capillary Technologies International Pte. Ltd. | $15,001 - $50,000 | |
| Capital First Limited | $100,001 - $250,000 | |
| CAR Inc. | $50,001 - $100,000 | |
| Car Trade | $50,001 - $100,000 | |
| China Huarong Asset Management Co., Ltd. | $15,001 - $50,000 | |
| Civitas Learning, Inc. | $1,001 - $15,000 | |
| ComplexCare Holdings, Inc. | $1,001 - $15,000 | |
| Crossmark Holdings, Inc. | $15,001 - $50,000 | |
| DBRS | $15,001 - $50,000 | |
| Delonex Energy Advisors | $1,001 - $15,000 | |
| Dude Solutions, Inc. | $15,001 - $50,000 | |
| ECOM Express Private Limited | $50,001 - $100,000 | |
| EDAIJIA Inc. | $15,001 - $50,000 | |
| Evercare (Beijing) Holding Group Co., Ltd. | $15,001 - $50,000 | |
| Genomics Development, LLC | $1,001 - $15,000 | |
| GPS Particioacoes e Empreendimentos S.A. | $15,001 - $50,000 | |
| Haodai | $1,001 - $15,000 | |
| Hawkwood Energy LLC | $50,001 - $100,000 | |
| Helix OpCo, LLC | $15,001 - $50,000 | |
| Hygeia Medical Service Group | $15,001 - $50,000 | |
| Incomm Holdings, Inc. | $50,001 - $100,000 | |
| Independence Resources Management, LLC | $15,001 - $50,000 | |
| INEA (PUT KOMA) | $50,001 - $100,000 | |
| Inexio | $1,001 - $15,000 | |
| Intellectual Property Associates Network | $15,001 - $50,000 | |
| Kaifeng Baosteel Gases Co., Ltd. | $15,001 - $50,000 | |
| Kalyan Jewellers India Limited | $50,001 - $100,000 | |
| Kidswant Children Products (China) Co. Ltd. | $50,001 - $100,000 | |
| Koudai Corporation | $100,001 - $250,000 | |
| Laurus Labs Private Limited | $15,001 - $50,000 | |
| LI Group Holdings, Inc. | $50,001 - $100,000 | |
| Liepin | $50,001 - $100,000 | |
| MainSail Energy Ltd. | $1,001 - $15,000 | |
| Mariner Finance | $50,001 - $100,000 | |
| Mercator | $15,001 - $50,000 | |
| MercuryGate | $15,001 - $50,000 | |
| Mofang | $50,001 - $100,000 | |
| Navitas Midstream Partners, LLC | $50,001 - $100,000 | |
| Network International | $50,001 - $100,000 | |
| Nirvana Shopping Mall Platform | $15,001 - $50,000 | |
| NOVA Property Investment Co., Ltd. | $15,001 - $50,000 | |
| PayScale, Inc. | $50,001 - $100,000 | |
| Pet Center Comercio e Participacoes S.A. | $15,001 - $50,000 | |
| PRL Developers Private Limited | $50,001 - $100,000 | |
| Restoque Comercio e Confeccoes De Roupas S.A. | $15,001 - $50,000 | |
| Sand Hill Petroleum B.V. | $50,001 - $100,000 | |
| Santander Asset Management | $50,001 - $100,000 | |
| Sequoia Logistica S.A. | $1,001 - $15,000 | |
| Slickdeals LLC | $50,001 - $100,000 | |
| Source Holdings Limited | $50,001 - $100,000 | |
| Specialists On Call | $15,001 - $50,000 | |
| Sterigenics International LLC | $100,001 - $250,000 | |
| Stratford School, Inc. | $50,001 - $100,000 | |
| TriMark USA Corp. | $100,001 - $250,000 | |
| UCar, Inc. | $50,001 - $100,000 | |
| Uxin Limited | $100,001 - $250,000 | |
| Venari Resources LLC | $100,001 - $250,000 | |
| Vertice Pharma UK Parent Limited | $50,001 - $100,000 | |
| Vincom Retail Joint Stock Company | $50,001 - $100,000 | |
| Wencor Group LLC | $50,001 - $100,000 | |
| WEX, Inc. (fka Electronic Funds Source, LLC) | $100,001 - $250,000 | |
| Zenith Energy, L.P. | $15,001 - $50,000 | |
| ZTO Express Group | $100,001 - $250,000 | |
| Warburg Pincus Energy Partners, LP | $100,001 - $250,000 | None (or less than $201) |
| Brigham Resources, LLC | $15,001 - $50,000 | |
| CAGR Gas Resource Limited | $15,001 - $50,000 | |
| Chisholm Energy Holdings, LLC | $1,001 - $15,000 | |
| Hawkwood Energy LLC | $1,001 - $15,000 | |
| Independence Resources Management, LLC | $15,001 - $50,000 | |
| Navitas Midstream Partners, LLC | $15,001 - $50,000 | |
| RS Energy Group | $1,001 - $15,000 | |
| Rubicon Oilfield International | $15,001 - $50,000 | |
| Solar Mosaic, Inc. | $1,001 - $15,000 | |
| Terra Energy Partners LLC | $15,001 - $50,000 | |
| Venari Resources LLC | $1,001 - $15,000 | |
| Zenith Energy, L.P. | $1,001 - $15,000 | |
| Warburg Pincus XII Partners, L.P. | $100,001 - $250,000 | None (or less than $201) |
| Ascentium Capital LLC | $15,001 - $50,000 | |
| Blue-Grace Logistics LLC | $1,001 - $15,000 | |
| Camil Alimentos S.A. | $1,001 - $15,000 | |
| Chisholm Energy Holdings, LLC | None (or less than $1,001) | |
| DocuTAP, Inc. | $1,001 - $15,000 | |
| Embassy Industrial Parks Private Limited | $1,001 - $15,000 | |
| Fortune SG Fund Management Co., Ltd. | $1,001 - $15,000 | |
| Gemini | $1,001 - $15,000 | |
| Glansaol LLC | $1,001 - $15,000 | |
| Hygiena LLC | $1,001 - $15,000 | |
| Intelligent Medical Objects, Inc. | $1,001 - $15,000 | |
| Mobike, Ltd. | $1,001 - $15,000 | |
| NEOGOV | $1,001 - $15,000 | |
| OfferUp, Inc. | $1,001 - $15,000 | |
| PT Aplikasi Karya Anak Bangsa (Go-Jek) | $1,001 - $15,000 | |
| Reiss | $1,001 - $15,000 | |
| Rivigo Services Private Limited | $1,001 - $15,000 | None (or less than $201) |
| RS Energy Group | $1,001 - $15,000 | |
| Rubicon Oilfield International | $1,001 - $15,000 | |
| Solar Mosaic, Inc. | $1,001 - $15,000 | |
| Southeast Asia Hospitality Platform | $1,001 - $15,000 | |
| Stellar Value Chain Solutions Private Limited | $1,001 - $15,000 | |
| Terra Energy Partners LLC | $1,001 - $15,000 | |
| UIB (China) Group Limited | $1,001 - $15,000 | |
| Varo Money, Inc. | $1,001 - $15,000 | |
| Yunniao Logistics | $1,001 - $15,000 | |
| Zimperium, Inc. | $1,001 - $15,000 | |
| Warburg Pincus China Partners | $1,001 - $15,000 | None (or less than $201) |
| Fortune SG Fund Management Co., Ltd. | $1,001 - $15,000 | |
| Southeast Asia Hospitality Platform | $1,001 - $15,000 | |
| WPS Production Investors II, LP | $250,001 - $500,000 | None (or less than $201) |
| IRA - UBS | $1,000,001 - $5,000,000 | None (or less than $201) |
| Vanguard Mid Cap ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard FTSE Developed Markets ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard High Dividend Yield ETF | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Energy ETF | $15,001 - $50,000 | $201 - $1,000 |
| WisdomTree Europe Hedged Equity Fund ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Consumer Discretionary Select Sector Spider ETF | $15,001 - $50,000 | $201 - $1,000 |
| Health Care Select Sector Spider ETF | $15,001 - $50,000 | $201 - $1,000 |
| KBW Regional Banking ETF | $15,001 - $50,000 | $201 - $1,000 |
| Spider Series Trust KBW Bank ETF | $15,001 - $50,000 | None (or less than $201) |
| I Shares PHLX SOX Semiconductor Sector ETF | $15,001 - $50,000 | None (or less than $201) |
| I Shares Russell 1000 Value ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| I Shares Russell 2000 Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| I Shares Russell 1000 Growth ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| I Shares Russell 2000 Growth ETF | $15,001 - $50,000 | $201 - $1,000 |
| Guggengeim S&P 500 Pure Growth ETF | $15,001 - $50,000 | None (or less than $201) |
| Guggenheim S&P 500 Pure Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| First Trade ISE Cloud Computing ETF | $15,001 - $50,000 | None (or less than $201) |
| Wisdom Tree Japn Hedged ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| I Shares Trust S&P Global Info Technology ETF | $15,001 - $50,000 | $201 - $1,000 |
| I Shares MSCI Emerging Markets ETF | $15,001 - $50,000 | $201 - $1,000 |
| UBS Bank Money Market | $100,001 - $250,000 | None (or less than $201) |
| 260,000 shs 2012 GOLD RESERVE INC STOCK OPTION PLAN | $15,001 - $50,000 | None (or less than $201) |
| Warburg Pincus 401K cash balance | $500,001 - $1,000,000 | None (or less than $201) |
| WPS Production Partners, LLC | None (or less than $1,001) | None (or less than $201) |
| WPS Production Partners II, LLC | None (or less than $1,001) | None (or less than $201) |
| Warburg Pincus LLC | $1,000,001 - $5,000,000 | |
| Warburg Pincus (Bermuda) Private Equity GP LTD | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Warburg Pincus & Co US, LLC | None (or less than $1,001) | None (or less than $201) |
| Warburg Pincus Energy (E&P) Partners-A L.P. | $50,001 - $100,000 | None (or less than $201) |
| Warburg Pincus Energy Partners (Cayman), L.P. | None (or less than $1,001) | None (or less than $201) |
| Warburg Pincus XI(E&P) Partners- A, L.P. | $100,001 - $250,000 | $1,001 - $2,500 |
| Warburg Pincus XI (Lexington) Partners-A, L.P. | None (or less than $1,001) | None (or less than $201) |
| Warburg Pincus XI Partners (Cayman), L.P. | $250,001 - $500,000 | $5,001 - $15,000 |
| Warburg Pincus XI Partners (International), LP | $50,001 - $100,000 | None (or less than $201) |
| Warburg Pincus XI Partners (Universal) LP | $100,001 - $250,000 | None (or less than $201) |
| Delaware Small Cap Core Fund Institutional | $15,001 - $50,000 | $2,501 - $5,000 |
| Blackrock S&P 500 Index Fund Instl | $50,001 - $100,000 | $2,501 - $5,000 |
| Columbia Midcap Index Fund | $15,001 - $50,000 | $201 - $1,000 |
| American EuroPacific Growth Fund | $15,001 - $50,000 | None (or less than $201) |
| Metropolitan West Total Return Bond | $50,001 - $100,000 | None (or less than $201) |
| PIMCO Real Return Fund Instl Class | $50,001 - $100,000 | None (or less than $201) |
| Eaton Vance Hgh Income Opportunities Fund | $50,001 - $100,000 | None (or less than $201) |
| Wells Fargo Stable Value Class K | $15,001 - $50,000 | None (or less than $201) |
| Warburg Pincus XII Partners (International), LP | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| BIOGEN INC | $1,001 - $15,000 | None (or less than $201) |
| EBAY INC | $15,001 - $50,000 | None (or less than $201) |
| BP PLC | $15,001 - $50,000 | $1,001 - $2,500 |
| FINTAN PARTNERS LP | $1,001 - $15,000 | None (or less than $201) |
| PINEHURST PARTNERS LP | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| HAMLIN INCOME PLUS FUND LP | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
| SILVERCREST MUNI ADVANTAGE LLC | $500,001 - $1,000,000 | None (or less than $201) |
| WHIPPOORWILL DISTRESSED OPP FUND | $50,001 - $100,000 | None (or less than $201) |
| STEELPATH MLP PARTNERS LP | $1,000,001 - $5,000,000 | None (or less than $201) |
| BUCKEYE PARTNERS LP UNIT LTD (2016 SCHEDULE K-1'S ARE NOT AVAILABLE INCOME IS BASED ON 2015 SCHEDULE K-1'S) | $15,001 - $50,000 | None (or less than $201) |
| CONE MIDSTREAM PARTNERS LP | $15,001 - $50,000 | None (or less than $201) |
| CSI COMPRESSCO LP | $1,001 - $15,000 | None (or less than $201) |
| ENERGY TRANSFER EQUITY LP COM | $50,001 - $100,000 | None (or less than $201) |
| ENERGY TRANSFER PARTNRS LP UNIT LTD | $50,001 - $100,000 | None (or less than $201) |
| ENTERPRISE PRODS PARTNERS LP | $50,001 - $100,000 | None (or less than $201) |
| EQT MIDSTREAM PARTNERS LP UNIT LTD | $15,001 - $50,000 | None (or less than $201) |
| GENESIS ENERGY LP UNIT LTD | $50,001 - $100,000 | None (or less than $201) |
| HOLLY ENERGY PARTNERS LP COM | $15,001 - $50,000 | None (or less than $201) |
| MAGELLAN MIDSTREAM PARTNRS LP COM UNIT | $15,001 - $50,000 | None (or less than $201) |
| MPLX LP COM UNIT REP LTD | $15,001 - $50,000 | None (or less than $201) |
| NGL ENERGY PARTNERS LP COM UNIT | $15,001 - $50,000 | None (or less than $201) |
| NUSTAR GP HOLDINGS LLC UNIT RESTG LLC | $15,001 - $50,000 | None (or less than $201) |
| RICE MIDSTREAM PARTNERS LP | $50,001 - $100,000 | None (or less than $201) |
| SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD | $15,001 - $50,000 | None (or less than $201) |
| SUNOCO LOGISTICS PRTNRS LP COM UNITS | $15,001 - $50,000 | None (or less than $201) |
| SUNOCO LP | $15,001 - $50,000 | None (or less than $201) |
| TALLGRASS ENERGY GP LP | $15,001 - $50,000 | None (or less than $201) |
| TALLGRASS ENERGY PARTNERS LP | $15,001 - $50,000 | None (or less than $201) |
| TARGA RESOURCES CORP | $50,001 - $100,000 | None (or less than $201) |
| TC PIPELINES LP UT COM LTD PRT | $15,001 - $50,000 | None (or less than $201) |
| TESORO LOGISTICS LP COM UNIT LP | $15,001 - $50,000 | None (or less than $201) |
| WESTERN GAS PARTNERS LP COM UNIT LP | $15,001 - $50,000 | None (or less than $201) |
| WILLIAMS COS INC DEL COM | $15,001 - $50,000 | None (or less than $201) |
| WILLIAMS PARTNERS LP | $15,001 - $50,000 | None (or less than $201) |
| CASH-STEELPATH PARTNERS | $1,001 - $15,000 | $5,369 |
| WHITEBOX TERM CREDIT FUND I LP | $500,001 - $1,000,000 | None (or less than $201) |
| AEGION CORP COM | $15,001 - $50,000 | None (or less than $201) |
| AGCO CORP | $15,001 - $50,000 | |
| BRINKS CO COM | $15,001 - $50,000 | $201 - $1,000 |
| CENTENE CORP DEL | $15,001 - $50,000 | None (or less than $201) |
| CHICAGO BRIDGE & IRON CO NV SHS | $15,001 - $50,000 | None (or less than $201) |
| CLEAN HARBORS INC | $15,001 - $50,000 | None (or less than $201) |
| CRANE CO COM | $1,001 - $15,000 | None (or less than $201) |
| DARLING INGREDIENTS INC | $15,001 - $50,000 | None (or less than $201) |
| DIEBOLD NXDF INC | $15,001 - $50,000 | $201 - $1,000 |
| ENVISION HEALTHCARE CORP COM | $15,001 - $50,000 | None (or less than $201) |
| HILL ROM HLDGS INC COM | $15,001 - $50,000 | $201 - $1,000 |
| KOPPERS HOLDINGS INC | $15,001 - $50,000 | None (or less than $201) |
| MIDDLEBY CORP | $1,001 - $15,000 | None (or less than $201) |
| NORDSON CORP | $15,001 - $50,000 | None (or less than $201) |
| OGE ENERGY CORP COM | $15,001 - $50,000 | $201 - $1,000 |
| POLARIS INDS INC | $15,001 - $50,000 | $201 - $1,000 |
| SANDERSON FARMS INC | $15,001 - $50,000 | $201 - $1,000 |
| SCHWAB MONEY MARKET | $15,001 - $50,000 | None (or less than $201) |
| TENNECO INC COM | $15,001 - $50,000 | None (or less than $201) |
| THOR INDUSTRIES INC | $15,001 - $50,000 | $201 - $1,000 |
| TIMKEN CO COM | $15,001 - $50,000 | $201 - $1,000 |
| TRINITY INDS INC COM | $15,001 - $50,000 | $201 - $1,000 |
| TMW INVESTMENTS FUNDING-CASH | $500,001 - $1,000,000 | None (or less than $201) |
| FMI INTERNATIONAL FUND INSTITUTIONAL | $250,001 - $500,000 | $5,001 - $15,000 |
| UBS BANK DEPOSIT MM | None (or less than $1,001) | None (or less than $201) |
| VIRTUS EMERGING MARKET OPPORTUNITIES | $1,000,001 - $5,000,000 | $2,501 - $5,000 |
| LONGLEAF INTERNATIONAL | $500,001 - $1,000,000 | $15,001 - $50,000 |
| UBS BANK DEPOSIT MM | None (or less than $1,001) | None (or less than $201) |
| EQUITY RESIDENTIAL | $1,001 - $15,000 | $2,501 - $5,000 |
| SCHLUMBERGER LTD | $15,001 - $50,000 | $201 - $1,000 |
| ALTRIA GROUP INC | $15,001 - $50,000 | $201 - $1,000 |
| SEMPRA ENERGY | $15,001 - $50,000 | $201 - $1,000 |
| OCCIDENTAL PETROLEUM CORP | $50,001 - $100,000 | $1,001 - $2,500 |
| PG&E CORP | $15,001 - $50,000 | $201 - $1,000 |
| THERMO FISCHER SCIENTIFIC INC | $1,001 - $15,000 | None (or less than $201) |
| GENERAL ELECTRIC CORP | $15,001 - $50,000 | $1,001 - $2,500 |
| AMERICAN FINANCIAL GROUP INC | $1,001 - $15,000 | $201 - $1,000 |
| ZIMMER BIOMET HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) |
| EOG RESOURCES INC | $1,001 - $15,000 | None (or less than $201) |
| VERIZON COMMUNICATIONS | $15,001 - $50,000 | $1,001 - $2,500 |
| JP MORGAN CHASE & CO | $50,001 - $100,000 | $201 - $1,000 |
| GENERAL MILLS INC | $1,001 - $15,000 | $201 - $1,000 |
| CHARLES SCHWAB CORP | $1,001 - $15,000 | None (or less than $201) |
| INTEL CORP | $15,001 - $50,000 | $201 - $1,000 |
| WELLS FARGO & CO | $15,001 - $50,000 | $1,001 - $2,500 |
| VISA INC | $15,001 - $50,000 | None (or less than $201) |
| KROGER CO | $1,001 - $15,000 | $201 - $1,000 |
| JOHNSON & JOHNSON | $15,001 - $50,000 | $1,001 - $2,500 |
| CHEVRON CORP | $15,001 - $50,000 | $1,001 - $2,500 |
| UNITED TECHNOLOGIES CORP | $1,001 - $15,000 | $201 - $1,000 |
| EXXON MOBIL CORP | $1,001 - $15,000 | $201 - $1,000 |
| ELI LILLY & CO | $1,001 - $15,000 | $201 - $1,000 |
| PPG INDUSTRIES | $1,001 - $15,000 | $201 - $1,000 |
| NEXTERA ENERGY INC | $15,001 - $50,000 | $201 - $1,000 |
| HUBBELL INC | $15,001 - $50,000 | $201 - $1,000 |
| GOLDMAN SACHS GROUP | $15,001 - $50,000 | $201 - $1,000 |
| CH ROBINSON WORLDWIDE INC | $15,001 - $50,000 | $201 - $1,000 |
| KEYCORP NEW | $15,001 - $50,000 | None (or less than $201) |
| US BANCORP DEL | $1,001 - $15,000 | $201 - $1,000 |
| HOME DEPOT | $15,001 - $50,000 | None (or less than $201) |
| CHUBB LTD CHF | $15,001 - $50,000 | $201 - $1,000 |
| GOODYEAR TIRE & RUBBER CO | $15,001 - $50,000 | None (or less than $201) |
| CREDIT SUISSE GROUP ADR | $1,001 - $15,000 | $201 - $1,000 |
| SIMON PROPERTY GROUP INC | $15,001 - $50,000 | $201 - $1,000 |
| PFIZER INC | $15,001 - $50,000 | $201 - $1,000 |
| INTERNATIONAL PAPER CO | $1,001 - $15,000 | None (or less than $201) |
| WHIRLPOOL CORP | $1,001 - $15,000 | None (or less than $201) |
| KELLOGG CO | $1,001 - $15,000 | None (or less than $201) |
| HALLIBURTON CO | $15,001 - $50,000 | None (or less than $201) |
| PUBLIC STORAGE | $1,001 - $15,000 | None (or less than $201) |
| BERKLEY WR CORP | $1,001 - $15,000 | None (or less than $201) |
| APPLE INC | $15,001 - $50,000 | None (or less than $201) |
| CATERPILLAR INC | $15,001 - $50,000 | None (or less than $201) |
| ZOETIS INC | $1,001 - $15,000 | None (or less than $201) |
| L BRANDS INC | $1,001 - $15,000 | None (or less than $201) |
| CDW CORP | $1,001 - $15,000 | None (or less than $201) |
| OCEANEERING | $1,001 - $15,000 | None (or less than $201) |
| ANADARKO PETROLEUM CORP | $15,001 - $50,000 | None (or less than $201) |
| FEDERAL REALTY INVESTMENT TRUST | $1,001 - $15,000 | $201 - $1,000 |
| ALLEGHANY CORP | $1,001 - $15,000 | None (or less than $201) |
| ALLERGAN PLC | $15,001 - $50,000 | None (or less than $201) |
| BERKSHIRE HATHAWAY | $1,001 - $15,000 | None (or less than $201) |
| LAUDER ESTEE COS | $1,001 - $15,000 | None (or less than $201) |
| NXP SEMICONDUCTORS | $1,001 - $15,000 | None (or less than $201) |
| E*TRADE FINANCIAL CORP | $1,001 - $15,000 | None (or less than $201) |
| PROCTER & GAMBLE | $1,001 - $15,000 | None (or less than $201) |
| TRINITY INDUSTRIES | $1,001 - $15,000 | None (or less than $201) |
| SALLY BEAUTY COMPANY | $1,001 - $15,000 | None (or less than $201) |
| AETNA INC. | $1,001 - $15,000 | None (or less than $201) |
| EATON VANCE LARGE CAP VALUE SMA - MONEY MARKET | $15,001 - $50,000 | None (or less than $201) |
| RMA ACCOUNTS - MONEY MARKET | $500,001 - $1,000,000 | $201 - $1,000 |
| BANK OF AMERICA (2.588%) 3/18/2020 | $100,001 - $250,000 | $2,501 - $5,000 |
| TARGA RESOURCES | $1,001 - $15,000 | $201 - $1,000 |
| 58.COM INC | $50,001 - $100,000 | None (or less than $201) |
| ANTERO RESOURCES CORP | $250,001 - $500,000 | None (or less than $201) |
| NUANCE COMMUNICATIONS INC | $250,001 - $500,000 | None (or less than $201) |
| CHINA BIOLOGIC PRODUCTS | $50,001 - $100,000 | None (or less than $201) |
| SALESFORCE.COM | $50,001 - $100,000 | None (or less than $201) |
| LAREDO PETROLEUM INC | $100,001 - $250,000 | None (or less than $201) |
| BANK OF AMERICA NOTE - ZERO COUPON - INDEX LINKED 6/29/18 | $500,001 - $1,000,000 | None (or less than $201) |
| NEW YORK STATE DORMATORY REVS 5% 7/01/18 | $15,001 - $50,000 | $1,001 - $2,500 |
| ARIZONA BOARD OF REGENTS UNIV ARIZ REV 5% 8/01/20 | $15,001 - $50,000 | $1,001 - $2,500 |
| BLOMFIELD TOWNSHIP NJ BOARD OF ED 4% 3/01/18 | $15,001 - $50,000 | $1,001 - $2,500 |
| MISSISSIPPI ST GO 5% 10/01/17 | $50,001 - $100,000 | $1,001 - $2,500 |
| LIVINGSTON COUNTY NY PUBLIC IMP 5% 5/01/20 | $50,001 - $100,000 | $1,001 - $2,500 |
| TRIBOROUGH BRIDGE & TUNNEL AUTH 4% 11/15/19 | $50,001 - $100,000 | $1,001 - $2,500 |
| MET TRANSIT AUTH NY 5% 11/15/21 | $15,001 - $50,000 | $1,001 - $2,500 |
| NASSAU CNTY NY INTERM FIN AUTH 4% 11/15/22 | $50,001 - $100,000 | $1,001 - $2,500 |
| HADDON HEIGHTS NJ GO 4% 6/01/19 | $50,001 - $100,000 | $1,001 - $2,500 |
| GEORGIA STATE GO 5% 12/01/19 | $15,001 - $50,000 | $1,001 - $2,500 |
| UNIVERSITY COLORADO ENTERPRISE SYS 5% 6/01/30 | $50,001 - $100,000 | $1,001 - $2,500 |
| HAWAII STATE 5% 10/01/26 | $15,001 - $50,000 | $201 - $1,000 |
| HARRIS CNTY TEXAS MET TRANSIT AUTH 5% 11/01/25 | $15,001 - $50,000 | $201 - $1,000 |
| GRAND RIVER DAM AUTH OKLAHOMA 5% 06/01/21 | $50,001 - $100,000 | None (or less than $201) |
| NEW YORK CITY WFA 5% 2024 | $50,001 - $100,000 | $1,001 - $2,500 |
| PORT SEATTLE WASHINGTON LTD 5% 06/01/23 | $50,001 - $100,000 | $1,001 - $2,500 |
| BLACKROCK MUNICIPAL BOND PORT. - MONEY MARKET | $15,001 - $50,000 | None (or less than $201) |
| CUMMINS CORP | $15,001 - $50,000 | None (or less than $201) |
| PFIZER INC | $15,001 - $50,000 | None (or less than $201) |
| CHEVRON CORP | $15,001 - $50,000 | None (or less than $201) |
| MCDONALDS CORP | $15,001 - $50,000 | $201 - $1,000 |
| PRAXAIR INC | $15,001 - $50,000 | $201 - $1,000 |
| QUALCOM INC | $15,001 - $50,000 | $201 - $1,000 |
| BLACKROCK INC | $15,001 - $50,000 | $201 - $1,000 |
| BANK OF AMERICA INC | $15,001 - $50,000 | None (or less than $201) |
| WALMART STORES | $15,001 - $50,000 | None (or less than $201) |
| WHOLE FOODS MARKET INC | $15,001 - $50,000 | None (or less than $201) |
| BRISTOL MEYERS SQUIBB | $15,001 - $50,000 | None (or less than $201) |
| FOCUS PORTFOLIO - MONEY MARKET | $1,001 - $15,000 | None (or less than $201) |
| UMB FINANCIAL | $1,001 - $15,000 | None (or less than $201) |
| SYNOVUS FINL CORP | $1,001 - $15,000 | None (or less than $201) |
| AIR LEASE CORP | $1,001 - $15,000 | None (or less than $201) |
| PROASSURANCE CORP | $1,001 - $15,000 | None (or less than $201) |
| PINNACLE FOODS | $1,001 - $15,000 | None (or less than $201) |
| CUBESMART | $1,001 - $15,000 | None (or less than $201) |
| HEALTHSOUTH CORP | $1,001 - $15,000 | None (or less than $201) |
| QUAKER CHEMICAL CORP | $1,001 - $15,000 | None (or less than $201) |
| ACUITY BRANDS INC | $1,001 - $15,000 | None (or less than $201) |
| WEST PHARMACEUTICAL SVS INC | $1,001 - $15,000 | None (or less than $201) |
| HEXCEL CORP | $1,001 - $15,000 | None (or less than $201) |
| CASEYS GENERAL STORES INC | $1,001 - $15,000 | None (or less than $201) |
| GEO GROUP INC | $1,001 - $15,000 | $201 - $1,000 |
| WOODWARD INC | $1,001 - $15,000 | None (or less than $201) |
| LANDSTAR SYSTEMS INC | $1,001 - $15,000 | None (or less than $201) |
| JACK IN THE BOX INC | $1,001 - $15,000 | None (or less than $201) |
| WASTE CONNECTIONS INC | $15,001 - $50,000 | None (or less than $201) |
| NUTRISYSTEM INC | $1,001 - $15,000 | None (or less than $201) |
| COGNEX CORP | $1,001 - $15,000 | None (or less than $201) |
| TERADYNE INC | $1,001 - $15,000 | None (or less than $201) |
| HSN INC | $1,001 - $15,000 | None (or less than $201) |
| DOMINOS PIZZA INC | $1,001 - $15,000 | None (or less than $201) |
| POOL CORPORATION INC | $1,001 - $15,000 | None (or less than $201) |
| HUNSTSMAN CORP | $1,001 - $15,000 | $201 - $1,000 |
| MARTIN MARIETTA MATERIALS INC | $1,001 - $15,000 | None (or less than $201) |
| EQUITY ONE | $1,001 - $15,000 | None (or less than $201) |
| SNYDERS LANCE INC | $1,001 - $15,000 | None (or less than $201) |
| BANK OF THE OZARKS INC | $1,001 - $15,000 | None (or less than $201) |
| GRACO INC | $1,001 - $15,000 | None (or less than $201) |
| SENSIENT TECHNOLOGIES CORP | $1,001 - $15,000 | None (or less than $201) |
| LITTLEFUSE INC | $1,001 - $15,000 | None (or less than $201) |
| RICHIE BROS AUCTIONEERS | $1,001 - $15,000 | None (or less than $201) |
| ACCELERON PHARMA INC | $1,001 - $15,000 | None (or less than $201) |
| ACORDA THERAPEUTICS INC | $1,001 - $15,000 | None (or less than $201) |
| ADVANCED MICRO DEVICES | $1,001 - $15,000 | None (or less than $201) |
| ADVISORY BOARD CO | $1,001 - $15,000 | None (or less than $201) |
| AIMMUNE THERAPEUTICS INC | $1,001 - $15,000 | None (or less than $201) |
| AKEBIA THERAPEUTICS | $1,001 - $15,000 | None (or less than $201) |
| ALDER BIOPHARMACEUTICALS | $1,001 - $15,000 | None (or less than $201) |
| AMBARELLA INC | $1,001 - $15,000 | None (or less than $201) |
| ASPEN TECHNOLOGY INC | $1,001 - $15,000 | None (or less than $201) |
| ATARA BIOTHERAPEUTICS | $1,001 - $15,000 | None (or less than $201) |
| BRIGHT HORIZIONS FAMILY SOLUTIONS | $1,001 - $15,000 | None (or less than $201) |
| BUFFALO WILD WINGS INC | $1,001 - $15,000 | None (or less than $201) |
| BUILDERS FIRSTSOURCE INC | $1,001 - $15,000 | None (or less than $201) |
| BURLINGTON STORES INC | $1,001 - $15,000 | None (or less than $201) |
| CAMPING WORLD HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| CAVIUM INC | $1,001 - $15,000 | None (or less than $201) |
| CHART INDUSTRIES INC | $1,001 - $15,000 | None (or less than $201) |
| CHEMTURA CORP | $1,001 - $15,000 | None (or less than $201) |
| CHUYS HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) |
| COHERENT INC | $1,001 - $15,000 | None (or less than $201) |
| CORNERSTONE ONDEMAND INC | $1,001 - $15,000 | None (or less than $201) |
| COTIVITI HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| DERMIRA INC | $1,001 - $15,000 | None (or less than $201) |
| DIAMONDBACK ENERGY | $1,001 - $15,000 | None (or less than $201) |
| ELECTRONICS FOR IMAGING | $1,001 - $15,000 | None (or less than $201) |
| ELLIE MAE INC | $1,001 - $15,000 | None (or less than $201) |
| ENSTAR GROUP INC | $1,001 - $15,000 | None (or less than $201) |
| EXACT SCIENCES CORP | $1,001 - $15,000 | None (or less than $201) |
| GENESCO INC | $1,001 - $15,000 | None (or less than $201) |
| GEOSPACE TECHNOLOGIES | $1,001 - $15,000 | None (or less than $201) |
| GUIDEWIRE SOFTWARE INC | $1,001 - $15,000 | None (or less than $201) |
| HMS HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| IMPERVA INC | $1,001 - $15,000 | None (or less than $201) |
| INFINERA | $1,001 - $15,000 | None (or less than $201) |
| INTEGRA LIFESCIENCES HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| INTRAWEST RESORTS HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| IPG PHOTOTONICS CORP | $1,001 - $15,000 | None (or less than $201) |
| JETBLUE AIRWAYS | $1,001 - $15,000 | None (or less than $201) |
| LEXICON PHARMACEUTICALS INC | $1,001 - $15,000 | None (or less than $201) |
| LIGAND PHARMACEUTICALS INC | $1,001 - $15,000 | None (or less than $201) |
| MANHATTAN ASSOC INC | $1,001 - $15,000 | None (or less than $201) |
| MARINEMAX INC | $1,001 - $15,000 | None (or less than $201) |
| MEDICINES CO | $1,001 - $15,000 | None (or less than $201) |
| NATUS MEDICAL INC | $1,001 - $15,000 | None (or less than $201) |
| NUVASIVE INC | $1,001 - $15,000 | None (or less than $201) |
| OLLIE'S BARGAIN OUTLET HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| PATHEON NV | $1,001 - $15,000 | None (or less than $201) |
| PENN NATIONAL GAMING INC | $1,001 - $15,000 | None (or less than $201) |
| PLANET FITNESS INC | $1,001 - $15,000 | None (or less than $201) |
| PRA HEALTH SCIENCES INC | $1,001 - $15,000 | None (or less than $201) |
| PRESTIGE BRANDS HOLDING INC | $1,001 - $15,000 | None (or less than $201) |
| PROGENICS PHARMACEUTICALS INC | $1,001 - $15,000 | None (or less than $201) |
| PROOFPOINT INC | $1,001 - $15,000 | None (or less than $201) |
| REALPAGE INC | $1,001 - $15,000 | None (or less than $201) |
| RSP PERMIAN INC | $1,001 - $15,000 | None (or less than $201) |
| SAGE THERAPEUTICS INC | $1,001 - $15,000 | None (or less than $201) |
| SAREPTA THERAPEUTICS INC | $1,001 - $15,000 | None (or less than $201) |
| SPROUTS FARMERS MARKETS INC | $1,001 - $15,000 | None (or less than $201) |
| STEVEN MADDEN LTD | $1,001 - $15,000 | None (or less than $201) |
| STIFEL FINANCIAL | $1,001 - $15,000 | None (or less than $201) |
| TAKE-TWO INTERACTIVE SOFTWARE | $1,001 - $15,000 | None (or less than $201) |
| TESARO INC | $1,001 - $15,000 | None (or less than $201) |
| THERMON GROUP HOLDINGS INC | $1,001 - $15,000 | None (or less than $201) |
| TREX CO | $1,001 - $15,000 | None (or less than $201) |
| TYLER TECHNOLOGIES INC | $1,001 - $15,000 | None (or less than $201) |
| ULTIMATE SOFTWARE GROUP | $1,001 - $15,000 | None (or less than $201) |
| ULTRAGENYX PHARMACEUTICAL INC | $1,001 - $15,000 | None (or less than $201) |
| UNIVERSAL ELECTRONICS | $1,001 - $15,000 | None (or less than $201) |
| VEECO INSTRUMENTS INC | $1,001 - $15,000 | None (or less than $201) |
| VITAMIN SHOPPE INC | $1,001 - $15,000 | None (or less than $201) |
| WABCO HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| WEB MD HEALTH CORP | $1,001 - $15,000 | None (or less than $201) |
| ZELTIQ AESTHETICS INC | $1,001 - $15,000 | None (or less than $201) |
| PTC INC | $1,001 - $15,000 | None (or less than $201) |
| CYNOSURE INC CLASS A | $1,001 - $15,000 | None (or less than $201) |
| ANSYS INC | $1,001 - $15,000 | None (or less than $201) |
| SERITAGE GROWTH PROPERTIES | $1,001 - $15,000 | None (or less than $201) |
| EAGLE SMALL CAP SMA - MONEY MARKET | $1,001 - $15,000 | None (or less than $201) |
| ITAU UNIBANCO HOLDING | $15,001 - $50,000 | $201 - $1,000 |
| EMBRAER-EMPRESA BRASILEIRA DE AERONAUTICA | $1,001 - $15,000 | None (or less than $201) |
| SAFRAN SA | $15,001 - $50,000 | $201 - $1,000 |
| VODAFONE GROUP | $1,001 - $15,000 | $201 - $1,000 |
| BANCO SANTANDER | $1,001 - $15,000 | $201 - $1,000 |
| HONDA MOTOR | $1,001 - $15,000 | $201 - $1,000 |
| UNILEVER NV | $1,001 - $15,000 | $201 - $1,000 |
| CARNIVAL PLC | $1,001 - $15,000 | $201 - $1,000 |
| BARCLAYS PLC | $1,001 - $15,000 | $201 - $1,000 |
| DIAGO PLC | $1,001 - $15,000 | $201 - $1,000 |
| LG DISPLAY CO LTD | $1,001 - $15,000 | None (or less than $201) |
| POSCO | $1,001 - $15,000 | $201 - $1,000 |
| ROYAL KPN | $1,001 - $15,000 | $1,001 - $2,500 |
| A.P. MOLLER-MAERSK | $1,001 - $15,000 | $201 - $1,000 |
| TURKIYE GARANTI BANKASI | $1,001 - $15,000 | None (or less than $201) |
| BAYER AG | $1,001 - $15,000 | $201 - $1,000 |
| NORSK HYDRO | $1,001 - $15,000 | None (or less than $201) |
| ADECCO GROUP | $1,001 - $15,000 | $201 - $1,000 |
| HEIDELBERG CEMENT | $1,001 - $15,000 | $201 - $1,000 |
| AVIVA PLC | $1,001 - $15,000 | $201 - $1,000 |
| SCHNEIDER ELEC SA | $1,001 - $15,000 | $201 - $1,000 |
| GREEK ORG FOOTBALL | $1,001 - $15,000 | $201 - $1,000 |
| AKZO NOBEL NV | $1,001 - $15,000 | $201 - $1,000 |
| DANONE | $1,001 - $15,000 | None (or less than $201) |
| AXA ADS | $15,001 - $50,000 | $201 - $1,000 |
| HYPERMARCAS SA | $1,001 - $15,000 | None (or less than $201) |
| WIENERBERGER BAUSTROFFINUSTRIE AKTIENGESELLSCHAFT | $1,001 - $15,000 | None (or less than $201) |
| SANOFI | $1,001 - $15,000 | None (or less than $201) |
| SONY CORP | $15,001 - $50,000 | None (or less than $201) |
| HITACHI | $1,001 - $15,000 | None (or less than $201) |
| TELEPERFORMANCE SA | $1,001 - $15,000 | None (or less than $201) |
| HOYA CORPORATION | $1,001 - $15,000 | $201 - $1,000 |
| CREDIT SUISSE GROUP | $1,001 - $15,000 | $201 - $1,000 |
| DAIWA SECURITIES | $1,001 - $15,000 | None (or less than $201) |
| HSBC HOLDINGS | $15,001 - $50,000 | $201 - $1,000 |
| NSK LIMITED | $1,001 - $15,000 | $201 - $1,000 |
| BNP PARIBAS | $1,001 - $15,000 | $201 - $1,000 |
| ROYAL DUTCH SHELL PLC | None (or less than $1,001) | $201 - $1,000 |
| DEUTSCHE TELEKOM AG | $1,001 - $15,000 | $201 - $1,000 |
| CHINA CONSTRUCTION BANK | $1,001 - $15,000 | $201 - $1,000 |
| GAZPROM PJSC LEVEL 1 ADR | $1,001 - $15,000 | $201 - $1,000 |
| CHOW TAI FOOK JEWLLERY GROUP | $1,001 - $15,000 | $201 - $1,000 |
| TRAVELSKY TECHNOLOGY | $1,001 - $15,000 | None (or less than $201) |
| RIO TINTO PLC | $1,001 - $15,000 | None (or less than $201) |
| NEWCREST MINING | $1,001 - $15,000 | None (or less than $201) |
| CAPCOM CO | $1,001 - $15,000 | None (or less than $201) |
| TDK CORP ADR JAPAN | $1,001 - $15,000 | None (or less than $201) |
| SUMITOMO MITSUI FINL GROUP | $1,001 - $15,000 | $201 - $1,000 |
| CHIBA BANK LTD | $1,001 - $15,000 | None (or less than $201) |
| INCITEC PIVOT LTD | $1,001 - $15,000 | None (or less than $201) |
| G4S ADR | $1,001 - $15,000 | $201 - $1,000 |
| AMBARELLA INC | $1,001 - $15,000 | None (or less than $201) |
| BASF SE | $1,001 - $15,000 | None (or less than $201) |
| CEMEX SAB | $1,001 - $15,000 | None (or less than $201) |
| CNH INDL NV | $1,001 - $15,000 | None (or less than $201) |
| COCA COLA AMATIL | $1,001 - $15,000 | None (or less than $201) |
| H LUNBDBECK A/S | $1,001 - $15,000 | None (or less than $201) |
| INDRA SISTEMAS ADR | $1,001 - $15,000 | None (or less than $201) |
| MARINE HARVEST ASA | $15,001 - $50,000 | None (or less than $201) |
| NOVARTIS AG | $1,001 - $15,000 | None (or less than $201) |
| ROYAL BANK OF SCOTLAND | $1,001 - $15,000 | None (or less than $201) |
| SENSATA TECHNOLOGIES HLDG | $1,001 - $15,000 | None (or less than $201) |
| UBS GROUP AG | $1,001 - $15,000 | None (or less than $201) |
| WHITBREAD ADR | $1,001 - $15,000 | None (or less than $201) |
| KT CORP | $1,001 - $15,000 | None (or less than $201) |
| AMEC PLC | $1,001 - $15,000 | None (or less than $201) |
| CLEARBRIDGE ADVISORS INTNL VALUE EQUITY SMA - MONEY MARKET | $15,001 - $50,000 | None (or less than $201) |
| AXA EQUITABLE ACCUMULATOR ELITE 2007 | $250,001 - $500,000 | None (or less than $201) |
| EQUITABLE ACCUMULATOR SERIES 2004 CLASS B | $250,001 - $500,000 | None (or less than $201) |
| Champaign-Prospect Town Center LLC (Value and income entered are estimates based on 2015 k-1s) | None (or less than $1,001) | None (or less than $201) |
| Emerging Europe Growth Fund LP (Value and income entered are estimates based on 2015 k-1s) | $15,001 - $50,000 | None (or less than $201) |
| Seven Figures Management LLC (Value and income entered are estimates based on 2015 k-1s) | $100,001 - $250,000 | None (or less than $201) |
| Vanguard Mid Cap ETF | $50,001 - $100,000 | $201 - $1,000 |
| Vanguard FTSE Developed Markets | $100,001 - $250,000 | $1,001 - $2,500 |
| Vanguard High Dividend Yield ETF | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Energy ETF | $50,001 - $100,000 | $201 - $1,000 |
| WisdomTree Europe Hedged Equity Fund EFT | $50,001 - $100,000 | $201 - $1,000 |
| Consumer Discretionary Select Sector Spider ETF | $15,001 - $50,000 | $201 - $1,000 |
| Health Care Select Sector Spider ETF | $50,001 - $100,000 | $201 - $1,000 |
| I Shares PHLX SOX Semiconductor Sector ETF | $15,001 - $50,000 | None (or less than $201) |
| I Shares Russell 1000 Value ETF | $100,001 - $250,000 | $2,501 - $5,000 |
| I Shares Russell 2000 Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| I Shares Russell 1000 Growth ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| I Shares Russell 2000 Growth ETF | $50,001 - $100,000 | $201 - $1,000 |
| Guggenheim S&P 500 Pure Growth ETF | $15,001 - $50,000 | None (or less than $201) |
| Guggenheim S&P 500 Pure Value ETF | $15,001 - $50,000 | $201 - $1,000 |
| First Trust ISE Cloud Computing ETF | $15,001 - $50,000 | None (or less than $201) |
| Wisdom Tree Japn Hedged ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| I Shares Trust S&P Global Info Technology ETF | $50,001 - $100,000 | $201 - $1,000 |
| I Shares MSCI Emerging Markets ETF | $50,001 - $100,000 | $201 - $1,000 |
| ETF Portfolio - Money Market | $250,001 - $500,000 | None (or less than $201) |
| JP Morgan Chase & Co | $500,001 - $1,000,000 | $950,000 |
| PNC Bank | $1,001 - $15,000 | $9,000 |
| Laredo | $15,001 - $50,000 | None (or less than $201) |
| Accenture PLC Ireland | $1,001 - $15,000 | None (or less than $201) |
| Pioneer Nat Res Co. | $15,001 - $50,000 | None (or less than $201) |
| Powershares KBW Bank Portfolio EFT | $15,001 - $50,000 | None (or less than $201) |
| SPDR S&P Regl Banking EFT | $15,001 - $50,000 | None (or less than $201) |
| AXA/AB Short Duration Government Bond | $100,001 - $250,000 | None (or less than $201) |
| AXA/AB Short Duration Government Bond | $250,001 - $500,000 | None (or less than $201) |
| Equitable Intermediate Government Bond | $100,001 - $250,000 | None (or less than $201) |
| Dyax Corp | None (or less than $1,001) | None (or less than $201) |
| Restricted C-Mos Inc | None (or less than $1,001) | None (or less than $201) |
| Total S.A. France Spon ADR | $15,001 - $50,000 | None (or less than $201) |
| Bioverativ Inc. | $1,001 - $15,000 | None (or less than $201) |
| MFA Mortgage | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Warburg Pincus LLC | New York, New York | 401K Retirement Plan- A contribution of $100,000 was paid in March for 2016. The plan sponsor will not make further contributions after my separation. I do not intend on leaving this 401K at the plan sponsor. I intend on rolling over this 401K into an IRA | Oct. 16, 2010 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| UBS Line of Credit | Exercised Line of Credit | $1,000,001 - $5,000,000 | 1.513 | 2014 |
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