Annual financial disclosure for 2022, filed June 8, 2023. Includes 99 assets and 5 liabilities.
| Asset | Value |
|---|---|
Capital One Savings Account | $50,001 - $100,000 |
John Hancock 529 Enrollment Portfolio A (JEHAX) | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Nationstar Mortgage LLC d/b/a Mr. Cooper | mortgage | $250,001 - $500,000 |
| Caliber Home Loans, Inc. | mortgage | $250,001 - $500,000 |
| Capitol Hill Tower Housing Cooperative, Inc. | other |
| $1,001 - $15,000 |
John Hancock 529 Short Term Bond Portfolio A (JHSAX) | N/A |
John Hancock 529 Stable Value Portfolio A (JAJWX) | $15,001 - $50,000 |
Sequoia Fund (SEQUX) | $15,001 - $50,000 |
DC Co-op | $500,001 - $1,000,000 |
Eastern Bank Account | $100,001 - $250,000 |
Family Home (non-primary) Washington, DC, US | $1,000,001 - $5,000,000 |
Fidelity Government Cash Reserves (FDRXX) | $250,001 - $500,000 |
United States Treasury Notes | $250,001 - $500,000 |
Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 |
| $100,001 - $250,000 |
United States Treasury Notes | $100,001 - $250,000 |
| $250,001 - $500,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
Fidelity Government Cash Reserves (FDRXX) | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
FS Energy and Power Fund | $15,001 - $50,000 |
GDB Debt Recovery Auth of Commonwealth of Puerto Rico | $1,001 - $15,000 |
| $15,001 - $50,000 |
JP Morgan Chase & Co. SR NT | N/A |
KB Home SR NT 5.500% | N/A |
| $50,001 - $100,000 |
NatWest Group PLC Note | $1,001 - $15,000 |
NetApp Inc. SR NT | N/A |
| $1,001 - $15,000 |
| $500,001 - $1,000,000 |
State Street Corp SR Sub NT | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Unknown asset (Judith S. Clark Irrevocable Trust) | $1 - $1,000 |
| N/A |
Wells Fargo & Co New Medium Term Sr Nts Fxd Rt Ser M | $1,001 - $15,000 |
Fidelity Government Cash Reserves (FDRXX) | $250,001 - $500,000 |
| $100,001 - $250,000 |
Acacia Partners LP | $1,001 - $15,000 |
Fidelity Government Cash Reserves (FDRXX) | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Acacia Partners LP | $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
Unknown | $15,001 - $50,000 |
| N/A |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
FCASH | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Oakmark Investor | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Ruane, Cunniff, & Goldfarb Inc. | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
Sprint Nextel Corp SR DEB | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Fidelity Blue Chip Growth Fund Class K (FBGKX) | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K (FDGKX) | $15,001 - $50,000 |
Fidelity Environment and Alternative Energy Fund (FSLEX) | $15,001 - $50,000 |
Fidelity Freedom 2030 K (FFFEX) | $15,001 - $50,000 |
Massachusetts state pension | N/A |
PERAdvantage 2030 Fund | $1,001 - $15,000 |
PERAdvantage US Large Cap Stock | $50,001 - $100,000 |
Sequoia Fund (SEQUX) | $250,001+ |
| $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Environment and Alternative Energy Fund | $1,001 - $15,000 |
Fidelity Environment and Alternative Energy Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund Class K | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Fidelity Freedom 2030 K (FFEFX) | $1,001 - $15,000 |
Sequoia Fund (SEQUX) | $1,001 - $15,000 |
| $100,001 - $250,000 |
| Nationstar Mortgage LLC d/b/a Mr. Cooper | mortgage | $500,001 - $1,000,000 |
| Quorum Federal Credit Union | mortgage | $100,001 - $250,000 |
