Acacia Partners, LP [HE]금액 미신고
HE
Alliance Partners Holdings, LLC [OL]금액 미신고
사업체
American Steadfast, LP (hedge fund) [HE]금액 미신고
HE
Enlightenment Capital Solutions Fund II, LP [HE]금액 미신고
HE
Farallon Capital Partners, LP (hedge fund) [HE]금액 미신고
HE
FFL Executive Partners IV, LP [OT]금액 미신고
기타
Forbright, Inc. [PS]금액 미신고
PS
Forbright, Inc., call option [OP]금액 미신고
연금·옵션
Healthpoint Capital Partners II, LP [HE]$15,001 ~ $50,000
HE
JPM US Treasury [GS]금액 미신고
국공채
Mass Mutual - Whole Life [WU]금액 미신고
WU
Notes receivables - Key Bridge Partners LLC, Bethesda, MD [DO]금액 미신고
DO
Pacific West - Checking [BA]금액 미신고
은행예금
Rental Property [RP]금액 미신고
부동산
Wells Fargo - Checking [BA]금액 미신고
은행예금
2015 Insurance Trust › Mass Mutual, whole life [WU]금액 미신고
WU
2015 Insurance Trust › Wells Fargo - Checking [BA]$1,001 ~ $15,000
은행예금
Allstate, variable annuity › Fixed 1 Year 11/5/22 at 3% [FN]금액 미신고
FN
Allstate, variable annuity › Invesco VI S&P 500 Index Port - Series I [MF]금액 미신고
펀드
Allstate, variable annuity › Morgan Stanley - VIS Multicap Growth Port - Class X [MF]금액 미신고
펀드
AMD 09 LLC › Federated Treasury Obligations Fund - (TOIXX) [GS]금액 미신고
국공채
AMD 09 LLC › Forbright, Inc. [PS]금액 미신고
PS
AMD 09 LLC › Wells Fargo, N.A. [BA]금액 미신고
은행예금
Cloister Cottage Venture, LLC › Investment in Residential Property [RP]금액 미신고
부동산
Cloister Cottage Venture, LLC › Wells Fargo - Checking [BA]$15,001 ~ $50,000
은행예금
DC Insurance Trust › Wells Fargo - Checking [BA]$1,001 ~ $15,000
은행예금
DC Insurance Trust › Pacific Life › BlackRock Global Allocation VI Fund III (GAIII) [OT]금액 미신고
기타
DC Insurance Trust › Pacific Life › Fidelity VIP Contrafund 2 (IFVCX) [MF]금액 미신고
펀드
DC Insurance Trust › Pacific Life › Fidelity VIP Mid Cap Class 2 [MF]금액 미신고
펀드
DC Insurance Trust › Pacific Life › MFS International Large Cap [MF]금액 미신고
펀드
DC Insurance Trust › Pacific Life › Morgan Stanley PSF Real Estate Portfolio [MF]금액 미신고
펀드
DC Insurance Trust › Pacific Life › PIMCO VIT Global Multi-Asset Managed - Allocation Advisor Class [MF]금액 미신고
펀드
DC Insurance Trust › Pacific Life › Van Eck VIP Global Hard Assets [MF]$15,001 ~ $50,000
펀드
East Capitol Venture, LLC › Allspring C&B Large Cap Value Fund-R6 (CBEJX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Eaton Vance Global Macro Absolute Return Advantage - Class R6 (EGRSX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Federated Treasury Cash Reserves #125 [BA]금액 미신고
은행예금
East Capitol Venture, LLC › Invesco Developing Markets Fund Class R6 (ODVIX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Investment in Residential Property [RP]금액 미신고
부동산
East Capitol Venture, LLC › iShares Core MSCI EAFE ETF (IEFA) [EF]$15,001 ~ $50,000
EF
East Capitol Venture, LLC › Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › MFS Value Fund Class R6 (MEIKX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Principal Funds, Inc. - MidCap Fund, Class R6 (PMAQX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › T. Rowe Price Institutional Floating Rate Fund (RPIFX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Touchstone Sands Capital Emerging Markets Growth Fund Class R6 (TSRMX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Vanguard S&P 500 ETF (VOO) [EF]금액 미신고
EF
East Capitol Venture, LLC › Virtus AlphaSimplex Global Alternatives Fund Class R6 (GAFNX) [MF]금액 미신고
펀드
East Capitol Venture, LLC › Wells Fargo - Checking [BA]$15,001 ~ $50,000
은행예금
EVR Investment, LLC › Eloy Investors LLC [RP]금액 미신고
부동산
J.P. Morgan - Brokerage › JPM 100% US Treasury Fund [GS]금액 미신고
국공채
J.P. Morgan - Brokerage › PacWest Bancorp (PACW) [ST]금액 미신고
주식
J.P. Morgan - Brokerage › US DOLLAR JPM DEPOSIT SWEEP [BA] JKD 09 LLC ›금액 미신고
Federated Treasury Obligations Fund - (TOIXX) [GS] JKD 09 LLC ›$1,000,000 ~ $1,000,000
Forbright, Inc. [PS]$1,000,000 ~ $1,000,000
PS
JKD 09 LLC › Wells Fargo, N.A. [BA]금액 미신고
은행예금
Mazara, LLC › Investment in Real Property [RP]금액 미신고
부동산
Parkglen, LLC › Demand loan to family member [DO]금액 미신고
DO
Parkglen, LLC › Wells Fargo - Checking [BA]$1,001 ~ $15,000
은행예금
Trust FBO Dependent Child #1 › Acacia Partners, LP [HE]$1,000,000 ~ $1,000,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Alliance Partners Holdings, LLC [OL]금액 미신고
사업체
Trust FBO Dependent Child #1 › American Steadfast, LP [HE]$1,000,000 ~ $1,000,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab Bank [BA]금액 미신고
은행예금
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Demand loan to family member [DO]금액 미신고
DO
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Enlightenment Capital Solutions Fund II, LP [HE]$15,001 ~ $50,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Enlightenment Capital Solutions Fund III, LP [HE]금액 미신고
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Enlightenment Capital Solutions Fund IV, LP [HE]$15,001 ~ $50,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Forbright, Inc. [PS]금액 미신고
PS
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Galvanize Innovation & Expansion Fund I, LP (HCP SPV) [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › GPC Partners Co-Investment (Chico), LP [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › HCP Private Equity Fund IX, LP [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › HCP Private Equity Fund VII, LP [OT]금액 미신고
기타
Trust FBO Dependent Child #1 › HCP Private Equity Fund VIII, LP [OT]$1,000,000 ~ $1,000,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Healthpoint Capital Partners II, LP [HE]$1,001 ~ $15,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family금액 미신고
Trust FBO Dependent Child #1 › Hellman & Friedman Capital Partners IX, LP [OT]$5,000,000 ~ $5,000,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Mulberry Street [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Oakmark International Fund Investor Class (OAKIX) [MF]금액 미신고
펀드
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Ponderosa Ventures Fund I [OT]$15,001 ~ $50,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Revolution Growth GP IV, LP [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Money Market [BA]금액 미신고
은행예금
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Zephyr AI [PS]금액 미신고
PS
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › A.O. Smith Corporation Common Stock (AOS) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Bio-Techne Corp (TECH) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Brown & Brown, Inc. (BRO) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › CACI International, Inc. Class A Common Stock (CACI) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › CDW Corporation - Common Stock (CDW) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Clean Harbors, Inc. (CLH) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Core & Main, Inc. Class A Common Stock (CNM) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Corpay, Inc. Common Stock (CPAY) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Dayforce, Inc. Common Stock (DAY) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › EMCOR Group, Inc. Common Stock (EME) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Entegris, Inc. - Common Stock (ENTG) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab -$15,001 ~ $50,000
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › ITT Inc. Common Stock (ITT) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Jones Lang LaSalle Incorporated Common Stock (JLL) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Labcorp Holdings Inc. Common Stock (LH) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Live Nation Entertainment, Inc. Common Stock (LYV) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Markel Group Inc. Common Stock (MKL) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Martin Marietta Materials, Inc. Common Stock (MLM) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Morningstar, Inc. - Common Stock (MORN) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Nasdaq, Inc. - Common Stock (NDAQ) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Paychex, Inc. - Common Stock (PAYX) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › PTC Inc. - Common Stock (PTC) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Quanta Services, Inc. Common Stock (PWR) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Revvity, Inc. Common Stock (RVTY) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Service Corporation International Common Stock (SCI) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Signet Jewelers Limited Common Shares (SIG) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Somnigroup International Inc. Common Stock (SGI) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › STERIS plc (STE) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Teledyne Technologies Incorporated Common Stock (TDY) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › The Middleby Corporation - Common Stock (MIDD) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Toro Company (TTC) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Tractor Supply Company - Common Stock (TSCO) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Trimble Inc. - Common Stock (TRMB) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › U.S. Treasury bond [GS]금액 미신고
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Viking Holdings Ltd Ordinary Shares (VIK) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Charles Schwab - Brokerage #1 › Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Anne Arundel Cnty MD; 5%; Due 10/1/2028 [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family$15,001 ~ $50,000
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Brunswick, MD, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Connecticut St Health & Educational Ser-L [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Illinois State, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Indianapolis, IN Local Public, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Maryland State Department of Transportation - 5%; Due 12/1/2028 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Maryland State Health & Higher Educational [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Maryland State, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Montgomery County, MD, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 ›$15,001 ~ $50,000
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Prince George's County, MD, bond [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Prince George's County, MD, bond; 4%; Due 7/1/2032 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Providence, RI, bond [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › University Systems of Maryland Auxiliary [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Washington, MD Suburban Sanitary District [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #1 › Wells Fargo - Brokerage #2 › Worcester County, MD, bond [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Acacia Partners, LP [HE]금액 미신고
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Alliance Partners Holdings, LLC [OL]금액 미신고
사업체
Trust FBO Dependent Child #2 › American Steadfast, LP [HE]$1,000,000 ~ $1,000,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab Bank [BA]금액 미신고
은행예금
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Demand loan to family member [DO]금액 미신고
DO
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Enlightenment Capital Solutions Fund II, LP [HE]$15,001 ~ $50,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Enlightenment Capital Solutions Fund III, LP [HE]금액 미신고
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Enlightenment Capital Solutions Fund IV, LP [HE]$15,001 ~ $50,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Forbright, Inc. [PS]금액 미신고
PS
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Galvanize Innovation & Expansion Fund I, LP (HCP SPV) [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › GPC Partners Co-Investment (Chico), LP [OT]$15,001 ~ $50,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › HCP Private Equity Fund IX, LP [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 ›금액 미신고
Trust FBO Dependent Child #2 › HCP Private Equity Fund VIII, LP [OT]$1,000,000 ~ $1,000,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Healthpoint Capital Partners II, LP [HE]$1,001 ~ $15,000
HE
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Hellman & Friedman Capital Partners IX, LP [OT]금액 미신고
기타
Trust FBO Dependent Child #2 › Mulberry Street [OT]$1,000,000 ~ $1,000,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Oakmark International Fund Investor Class (OAKIX) [MF]금액 미신고
펀드
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Ponderosa Ventures Fund I [OT]$15,001 ~ $50,000
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Revolution Growth GP IV, LP [OT]금액 미신고
기타
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Money Market [BA]금액 미신고
은행예금
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Zephyr AI [PS]금액 미신고
PS
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Bio-Techne Corp - Common Stock (TECH) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › BJ's Wholesale Club Holdings, Inc. Common Stock (BJ) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Brown & Brown, Inc. Common Stock (BRO) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › CACI International, Inc. Class A Common Stock (CACI) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › CDW Corporation - Common Stock (CDW) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Clean Harbors, Inc. Common Stock (CLH) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Core & Main, Inc. Class A Common Stock (CNM) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Corpay, Inc. Common Stock (CPAY) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Dayforce, Inc. Common Stock (DAY) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › EMCOR Group, Inc. Common Stock (EME) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Entegris, Inc. - Common Stock (ENTG) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › ITT Inc. Common Stock (ITT) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Jones Lang LaSalle Incorporated Common Stock (JLL) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Labcorp Holdings Inc. Common Stock (LH) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Live Nation Entertainment, Inc. Common Stock (LYV) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Markel Group Inc. Common Stock (MKL) [ST]금액 미신고
주식
Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Martin Marietta Materials, Inc. Common Stock (MLM) [ST]$100,000 ~ $100,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Morningstar, Inc. - Common Stock (MORN) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Nasdaq, Inc. - Common Stock (NDAQ) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Paychex, Inc. - Common Stock (PAYX) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › PTC Inc. - Common Stock (PTC) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Quanta Services, Inc. Common Stock (PWR) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Revvity, Inc. Common Stock (RVTY) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Service Corporation International Common Stock (SCI) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Signet Jewelers Limited Common Shares (SIG) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Somnigroup International Inc. Common Stock (SGI) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › STERIS plc (STE) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Teledyne Technologies Incorporated Common Stock (TDY) [ST]$1,001 ~ $15,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › The Middleby Corporation - Common Stock (MIDD) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Toro Company (TTC) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Tractor Supply Company - Common Stock (TSCO) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Trimble Inc. - Common Stock (TRMB) [ST]$15,001 ~ $50,000
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › U.S. Treasury bond [GS]금액 미신고
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Viking Holdings Ltd Ordinary Shares (VIK) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Charles Schwab - Brokerage #1 › Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST]금액 미신고
주식
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Anne Arundel Cnty MD; 5%; Due 10/1/2028 [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Baltimore, MD Revenue Wastewater Series B [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Brunswick, MD, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Connecticut St Health & Educational Ser-L [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Illinois State, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Indianapolis, IN Local Public, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Maryland State Department of Transportation 5%; Due 12/1/2028 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Maryland State Health & Higher Educational [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Maryland State, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Montgomery County, MD, bond [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Prince George's County, MD, bond [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Prince George's County, MD, bond; 4%; Due 7/1/2032 [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Providence, RI, bond [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › University Systems of Maryland Auxiliary [GS]$1,001 ~ $15,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Washington, MD Suburban Sanitary District [GS]$15,001 ~ $50,000
국공채
SBLG Family Investments, LLC › SBLG Delaney Family Trust FBO Dependent Child #2 › Wells Fargo - Brokerage #2 › Worcester County, MD, bond [GS]$1,001 ~ $15,000
국공채
TLM Trust › Wells Fargo - Checking [BA]$15,001 ~ $50,000
은행예금
Wells Fargo - Brokerage #1 › Allspring 100% Treasury Money Market [BA]금액 미신고
은행예금
Wells Fargo - Brokerage #1 › Anne Arundel County, MD Special Obligation - Refunding National Business Park [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › BALTIMORE MD PROJ REVENUE SUB-WST WTR PROJ- SER A [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Black Belt Energy Gas Dist AL Ser D1 [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Cecil County, MD, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Charles County, MD, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Howard County, MD, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Johnson & Miami County, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Kaufman County, TX, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Kentucky Cnty TX Road, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Manhattan KS Ref- Ser-A [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Maryland St First Series [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Maryland St Stadium Auth Revenue Ser A [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Maryland State Department of Transportation [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Maryland State Health & Higher Educational - Ref-Peninsula Regional Health [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Montgomery County, MD Ref-Ser B [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › New Jersey Educational Fac Aut Rev Ser A [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Prince George's County, MD Cops Hampton Park [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › University System of Maryland Auxiliary Facility and Tuition Rev bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Vanguard Limited-Term Tax-Exempt Fund [MF]금액 미신고
펀드
Wells Fargo - Brokerage #1 › Washington MD Suburban San Dis Cons Public Impt [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Washington State Health Care Facilities, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Washington Suburban Sanitary District, MD, [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Wicomico County, MD, bond [GS]금액 미신고
국공채
Wells Fargo - Brokerage #1 › Worcester Cnty MD Consol Public Impt [GS]금액 미신고
국공채
Wells Fargo - Brokerage #2 › Indiabulls Real Estate Ltd Sponsored GDR Reg S (real estate) [OT]금액 미신고
기타
Wells Fargo - Roth IRA › Invesco QQQ Trust, Series 1 (QQQ) [EF]금액 미신고
EF
Wells Fargo - Roth IRA › Virtus Tactical AllocationFund Class A (NAINX) [MF]금액 미신고
펀드
Wells Fargo - Roth IRA › Wells Fargo - Cash [IH]금액 미신고
IH
Wells Fargo - Roth IRA › Wells Fargo Money Market Fund Class A Shares (STGXX) [MF]금액 미신고
펀드