| Ticker | Asset | Value |
|---|---|---|
| — joint | Forbright, Inc. PS | $25.0M–50M |
| — joint | Acacia Partners, LP HE | $5.0M–25M |
| — joint | Banking American Steadfast, LP (hedge fund) HE | $5.0M–25M |
| — joint | private equity in buyout growth Farallon Capital Partners, LP (hedge fund) HE | $5.0M–25M |
| — spouse | Bank stock Forbright, Inc., call option OP | $5.0M–25M |
| — joint | private equity in healthcare JPM US Treasury GS | $5.0M–25M |
| — joint | Wells Fargo - Brokerage #1 ⇒ Allspring 100% Treasury Money Market BA | $5.0M–25M |
| — | Trust FBO Dependent Child #1 ⇒ Hellman & Friedman Capital Partners IX, LP OT | $5M |
| — joint | al Property RP | $1.0M–5M |
| TOIXX | AMD 09 LLC ⇒ Federated Treasury Obligations Fund - GS | $1.0M–5M |
| — | AMD 09 LLC ⇒ Forbright, Inc. PS | $1.0M–5M |
| — spouse | Cloister Cottage Venture, LLC ⇒ Investment in Residential Property RP | $1.0M–5M |
| — | Sea Island, GA, US Cloister Cottage Venture, LLC ⇒ Investment in Residential Property RP | $1.0M–5M |
| — | East Capitol Venture, LLC ⇒ Investment in Residential Property RP | $1.0M–5M |
| — spouse | Bank stock JKD 09 LLC ⇒ Wells Fargo, N.A. BA | $1.0M–5M |
| — child | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Mulberry Street OT | $1.0M–5M |
| OAKIX child | Mutual Fund SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Oakmark International Fund Investor Class MF | $1.0M–5M |
| — child | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ U.S. Treasury bond GS | $1.0M–5M |
| — child | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Acacia Partners, LP HE | $1.0M–5M |
| — child | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Hellman & Friedman Capital Partners IX, LP OT | $1.0M–5M |
| OAKIX child | Mutual Fund SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Oakmark International Fund Investor Class MF | $1.0M–5M |
| — child | SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ U.S. Treasury bond GS | $1.0M–5M |
| — | Enlightenment Capital Solutions Fund II, LP HE | $500k–1M |
| — joint | Montgomery County, MD, US Wells Fargo - Checking BA | $500k–1M |
| — | 2015 Insurance Trust ⇒ Mass Mutual, whole life WU | $500k–1M |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold child | BRO | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | BWXT | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | CHRW | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | CLH | $50k–100k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | CNM | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | EME | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | ENTG | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | ESE | $15k–50k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | HUBB | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | ITT | $250k–500k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | LH | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | FWONK | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | LTH | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | LYV | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | MKL | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | MLM | $250k–500k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | NDAQ | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | PKG | $50k–100k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | PAYX | $100k–250k | 2026-08-25 | 2026-09-02 | filing · analyze |
| sold child | ROL | $50k–100k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | SCI | $50k–100k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | SIG | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | SGI | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | STE | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | TDY | $15k–50k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | MIDD | $15k–50k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | TSCO | $15k–50k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | TDG | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | TRMB | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | VIK | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| sold child | WAB | $100k–250k | 2026-08-25 | 2026-09-01 | filing · analyze |
| bought child | ESE | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| bought child | FWONK | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| bought child | LTH | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| sold (part) child | TDY | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| sold (part) child | MIDD | $1k–15k | 2026-08-24 | 2026-09-01 | filing · analyze |
| sold (part) child | VIK | $15k–50k | 2026-08-24 | 2026-09-01 | filing · analyze |
| sold (part) child | TDY | $1k–15k | 2026-08-21 | 2026-09-01 | filing · analyze |
| bought child | ESE | $1k–15k | 2026-08-20 | 2026-09-01 | filing · analyze |
| sold (part) child | TDY | $1k–15k | 2026-08-20 | 2026-09-01 | filing · analyze |
| bought child | ESE | $1k–15k | 2026-08-19 | 2026-09-01 | filing · analyze |
| bought child | HUBB | $15k–50k | 2026-08-19 | 2026-09-01 | filing · analyze |
| bought child | MLM | $1k–15k | 2026-08-19 | 2026-09-01 | filing · analyze |
| sold (part) child | TDY | $1k–15k | 2026-08-19 | 2026-09-01 | filing · analyze |
| bought child | HUBB | $1k–15k | 2026-08-18 | 2026-09-01 | filing · analyze |
| sold (part) child | LYV | $1k–15k | 2026-08-17 | 2026-09-01 | filing · analyze |
| bought child | CHRW | $1k–15k | 2026-08-14 | 2026-09-01 | filing · analyze |
| bought child | HUBB | $1k–15k | 2026-08-14 | 2026-09-01 | filing · analyze |
| sold (part) child | LYV | $1k–15k | 2026-08-14 | 2026-09-01 | filing · analyze |
| bought child | CHRW | $1k–15k | 2026-08-12 | 2026-09-01 | filing · analyze |
| sold (part) child | TSCO | $1k–15k | 2026-08-12 | 2026-09-01 | filing · analyze |
| sold (part) child | MIDD | $1k–15k | 2026-08-10 | 2026-09-01 | filing · analyze |
| sold child | CPAY | $15k–50k | 2026-08-07 | 2026-09-01 | filing · analyze |
| sold (part) child | LH | $1k–15k | 2026-08-07 | 2026-09-01 | filing · analyze |
| bought child | FWONK | $15k–50k | 2026-08-07 | 2026-09-01 | filing · analyze |
| bought child | LTH | $1k–15k | 2026-08-07 | 2026-09-01 | filing · analyze |
| sold (part) child | CPAY | $15k–50k | 2026-08-06 | 2026-09-01 | filing · analyze |
| sold (part) child | LH | $1k–15k | 2026-08-06 | 2026-09-01 | filing · analyze |
| bought child | LTH | $1k–15k | 2026-08-06 | 2026-09-01 | filing · analyze |
| sold (part) child | MIDD | $1k–15k | 2026-08-06 | 2026-09-01 | filing · analyze |
| sold (part) child | VIK | $1k–15k | 2026-08-06 | 2026-09-01 | filing · analyze |
| sold (part) child | LH | $1k–15k | 2026-08-05 | 2026-09-01 | filing · analyze |
| sold (part) child | MIDD | $1k–15k | 2026-08-05 | 2026-09-01 | filing · analyze |
| sold (part) child | VIK | $1k–15k | 2026-08-05 | 2026-09-01 | filing · analyze |
| sold (part) child | SCI | $1k–15k | 2026-08-04 | 2026-09-01 | filing · analyze |
| sold (part) child | MIDD | $1k–15k | 2026-08-04 | 2026-09-01 | filing · analyze |
| sold (part) child | VIK | $1k–15k | 2026-08-04 | 2026-09-01 | filing · analyze |
| bought child | BWXT | $1k–15k | 2026-08-03 | 2026-09-01 | filing · analyze |
| bought child | CHRW | $15k–50k | 2026-08-03 | 2026-09-01 | filing · analyze |
| sold (part) child | CPAY | $1k–15k | 2026-08-03 | 2026-09-01 | filing · analyze |
| bought child | HUBB | $1k–15k | 2026-08-03 | 2026-09-01 | filing · analyze |
| bought child | FWONK | $15k–50k | 2026-08-03 | 2026-09-01 | filing · analyze |
| bought child | LTH | $15k–50k | 2026-08-03 | 2026-09-01 | filing · analyze |
| sold child | MFP | $15k–50k | 2026-08-03 | 2026-09-01 | filing · analyze |
| sold (part) child | VIK | $1k–15k | 2026-08-03 | 2026-09-01 | filing · analyze |
| sold (part) child | WAB | $15k–50k | 2026-08-03 | 2026-09-01 | filing · analyze |
| bought child | CHRW | $15k–50k | 2026-07-31 | 2026-08-01 | filing · analyze |
| sold (part) child | CPAY | $1k–15k | 2026-07-31 | 2026-08-01 | filing · analyze |
| bought child | FWONK | $15k–50k | 2026-07-31 | 2026-08-01 | filing · analyze |
| bought child | LTH | $15k–50k | 2026-07-31 | 2026-08-01 | filing · analyze |
| sold (part) child | STE | $1k–15k | 2026-07-31 | 2026-08-01 | filing · analyze |
| bought child | BWXT | $1k–15k | 2026-07-30 | 2026-08-01 | filing · analyze |
| sold (part) child | CPAY | $1k–15k | 2026-07-30 | 2026-08-01 | filing · analyze |
| bought child | ENTG | $1k–15k | 2026-07-30 | 2026-08-01 | filing · analyze |
| bought child | LTH | $1k–15k | 2026-07-30 | 2026-08-01 | filing · analyze |
| sold (part) child | SCI | $1k–15k | 2026-07-30 | 2026-08-01 | filing · analyze |
| bought child | SGI | $15k–50k | 2026-07-30 | 2026-08-01 | filing · analyze |
| bought child | FWONK | $1k–15k | 2026-07-29 | 2026-08-01 | filing · analyze |
| bought child | LTH | $1k–15k | 2026-07-29 | 2026-08-01 | filing · analyze |
| sold (part) child | MKL | $1k–15k | 2026-07-29 | 2026-08-01 | filing · analyze |
| sold (part) child | STE | $1k–15k | 2026-07-29 | 2026-08-01 | filing · analyze |
| bought child | CHRW | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| sold (part) child | CLH | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| sold (part) child | CPAY | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| bought child | FWONK | $15k–50k | 2026-07-28 | 2026-08-01 | filing · analyze |
| bought child | LTH | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| sold (part) child | MKL | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| bought child | TDG | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| sold (part) child | WAB | $1k–15k | 2026-07-28 | 2026-08-01 | filing · analyze |
| bought child | BWXT | $1k–15k | 2026-07-27 | 2026-08-01 | filing · analyze |