| Ticker | Asset | Value |
|---|---|---|
| — joint | Investment Fund ⇒ Callanish Capital Partners LP HE | $5.0M–25M |
| — | al Property 1 RP | $500k–1M |
| MSFT spouse | Trust 2 ⇒ Microsoft Corporation - Common Stock ST | $500k–1M |
| IEFA spouse | C : Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 Trust 8 ⇒ iShares Core MSCI EAFE ETF EF | $500k–1M |
| IVV spouse | C : Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 Trust 8 ⇒ iShares Core S&P 500 ETF EF | $500k–1M |
| VOO spouse | Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 Trust 8 ⇒ Vanguard S&P 500 ETF EF | $500k–1M |
| — joint | Bank Account 2 BA | $250k–500k |
| — spouse | Grand Rapids, MN, US Target Pension Account PE | $250k–500k |
| EKJYX | Retirement Account 4 (401k) ⇒ Allspring Premier Large Company Growth Fund Insti Class MF | $250k–500k |
| PLSAX | Retirement Account 4 (401k) ⇒ Principal Fds, Inc. LargeCap S&P 500 Index Fd Cl A MF | $250k–500k |
| IEFA | Trust 1 ⇒ iShares Core MSCI EAFE ETF EF | $250k–500k |
| IVV | Trust 1 ⇒ iShares Core S&P 500 ETF EF | $250k–500k |
| COST spouse | C : Inherited shares Trust 2 ⇒ Costco Wholesale Corporation - Common Stock ST | $250k–500k |
| IVV spouse | Trust 2 ⇒ iShares Core S&P 500 ETF EF | $250k–500k |
| VEA spouse | Trust 2 ⇒ Vanguard FTSE Developed Markets ETF EF | $250k–500k |
| VWIUX spouse | Trust 2 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs MF | $250k–500k |
| VV spouse | Trust 2 ⇒ Vanguard Large-Cap ETF EF | $250k–500k |
| SMDA spouse | Trust 2 ⇒ Wells Fargo Secured Market Deposit Account BA | $250k–500k |
| VOO spouse | Trust 7 ⇒ Vanguard S&P 500 ETF EF | $250k–500k |
| VWIUX spouse | C : Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets transferred to Trust 8 Trust 8 ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs MF | $250k–500k |
| SMDA spouse | Capital gain distribution C : Asset previously reported under former Trust 3 & Trust 4, both trusts terminated in 2025, and assets tranferred to Trust 8 Trust 8 ⇒ Wells Fargo Secured Market Deposit Ac BA | $250k–500k |
| TGT spouse | Brokerage Account 1 ⇒ Target Corporation Common Stock ST | $100k–250k |
| TGT spouse | Brokerage Account 1 ⇒ Target Corporation Common Stock ST | $100k–250k |
| VBILX spouse | Deferred Compensation Program ⇒ Vanguard Intermediate-Term Bond Index Fund Admiral Shares MF | $100k–250k |
| OPOCX | Retirement Account 4 (401k) ⇒ Invesco Discovery Fund Class A MF | $100k–250k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold spouse | ACN | $1k–15k | 2026-08-11 | 2026-08-11 | filing · analyze |
| sold | ACN | $1k–15k | 2026-08-11 | 2026-08-11 | filing · analyze |
| sold spouse | ACN | $15k–50k | 2026-08-11 | 2026-08-11 | filing · analyze |
| sold spouse | MBGL | $1k–15k | 2026-08-11 | 2026-08-11 | filing · analyze |
| sold spouse | MBGL | $1k–15k | 2026-08-11 | 2026-08-11 | filing · analyze |
| sold | MBGL | $1k–15k | 2026-08-11 | 2026-08-11 | filing · analyze |
| sold spouse | SOLS | $1k–15k | 2026-08-11 | 2026-08-11 | filing · analyze |
| exchanged spouse | HONAV | $15k–50k | 2026-06-29 | 2026-07-06 | filing · analyze |
| sold (part) joint | Andersen Corporation OL | $100k–250k | 2026-06-19 | 2026-06-22 | filing |
| sold joint | Hermeus Corp OI | $15k–50k | 2026-05-04 | 2026-05-01 | filing |
| sold joint | Saronic Technologies OI | $15k–50k | 2026-05-04 | 2026-05-01 | filing |
| sold joint | Star Catcher Industries, Inc. OI | $15k–50k | 2026-05-04 | 2026-05-01 | filing |
| sold joint | StarCloud OI | $15k–50k | 2026-05-04 | 2026-05-01 | filing |
| bought joint | Pelvital USA, Inc. OI | $15k–50k | 2026-04-17 | 2026-04-17 | filing |
| bought joint | Artistry in Motion, LLC OI | $50k–100k | 2026-04-15 | 2026-04-15 | filing |
| bought joint | Cavall OI | $1k–15k | 2026-04-14 | 2026-04-14 | filing |
| bought joint | Star Catcher Industries, Inc. OI | $15k–50k | 2026-04-06 | 2026-04-06 | filing |
| sold (part) | Andersen Corporation OI | $100k–250k | 2026-03-15 | 2026-03-19 | filing |
| bought | StarCloud OI | $15k–50k | 2026-03-15 | 2026-03-15 | filing |
| bought | Trust 8 Saronic Technologies OI | $15k–50k | 2026-03-09 | 2026-03-09 | filing |
| sold child | AJG | $15k–50k | 2026-03-08 | 2026-03-08 | filing · analyze |
| sold | AJG | $1k–15k | 2026-03-08 | 2026-03-08 | filing · analyze |
| sold | AJG | $1k–15k | 2026-03-08 | 2026-03-08 | filing · analyze |
| sold | MICC | $1k–15k | 2026-03-08 | 2026-03-08 | filing · analyze |
| sold | MICC | $1k–15k | 2026-03-08 | 2026-03-08 | filing · analyze |
| bought child | Arcade AI. Inc. OI | $15k–50k | 2026-03-02 | 2026-03-02 | filing |
| bought child | Hermeus Corp OI | $15k–50k | 2026-03-02 | 2026-03-02 | filing |
| bought | Fetal Monitoring Medical Equipment Manufacturing; Palo Alto, CA Rhoda AI OI | $15k–50k | 2026-02-20 | 2026-02-20 | filing |
| bought child | Project Stardust OI | $15k–50k | 2026-02-11 | 2026-02-11 | filing |
| bought child | Axiom Quant Inc. (dba Axiom Math) OI | $15k–50k | 2026-02-11 | 2026-02-11 | filing |
| bought | San Francisco, CA HM Companies LLC OI | $1k–15k | 2026-02-11 | 2026-02-11 | filing |
| bought child | Aalo Atomics OI | $15k–50k | 2026-01-29 | 2026-01-29 | filing |
| bought | Sygaldry Technologies, Inc. OI | $15k–50k | 2026-01-29 | 2026-01-29 | filing |
| bought child | Advanced Machine Intelligence (AMI) Labs OI | $15k–50k | 2026-01-29 | 2026-01-29 | filing |
| bought | CogniChip, Inc. OI | $15k–50k | 2026-01-20 | 2026-01-27 | filing |
| bought | Modak Communities Inc. OI | $15k–50k | 2026-01-20 | 2026-01-27 | filing |
| bought | Varda Space Industries, Inc. OI | $15k–50k | 2026-01-20 | 2026-01-27 | filing |
| sold (part) | Andersen Corporation OI | $250k–500k | 2026-01-20 | 2026-03-19 | filing |
| bought | Cavall OI | $1k–15k | 2025-12-22 | 2025-12-22 | filing |
| bought | FluxAI OI | $15k–50k | 2025-12-22 | 2025-12-22 | filing |
| exchanged child | ASHGY | $15k–50k | 2025-12-10 | 2026-01-07 | filing · analyze |
| exchanged | ASHGY | $15k–50k | 2025-12-10 | 2026-01-07 | filing · analyze |
| exchanged | ASHGY | $1k–15k | 2025-12-10 | 2026-01-07 | filing · analyze |
| exchanged | ASHGY | $1k–15k | 2025-12-10 | 2026-01-07 | filing · analyze |
| sold (part) | Andersen Corporation OI | $50k–100k | 2025-10-15 | 2026-03-19 | filing |
| sold (part) | Andersen Corporation OI | $100k–250k | 2025-09-15 | 2026-03-19 | filing |
| sold (part) | Andersen Corporation OI | $250k–500k | 2025-06-15 | 2026-03-19 | filing |
| sold (part) | Andersen Corporation OI | $250k–500k | 2025-03-15 | 2026-03-19 | filing |
| sold (part) child | Andersen Corporation OI | $500k–1M | 2025-01-20 | 2026-03-19 | filing |