Jan 01, 2021 - May 30, 2021
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
Dec 16, 2013 - Oct 31, 2014
Dec 16, 2012 - Dec 15, 2013
Dec 16, 2011 - Dec 15, 2012
Dec 16, 2007 - Dec 15, 2008
Investment
Type
Value
American Capital Group
Stock
More than $250,000
American Finacial Group
Stock
$10,001 - $50,000
City of Portsmouth
Stock
More than $250,000
City of Portsmouth
Stock
More than $250,000
City of Portsmouth
Stock
More than $250,000
Columbia Land and Development Inc
Stock
More than $250,000
Facebook/Meta
Stock
$10,001 - $50,000
IVA Worldwide
Stock
$50,001 - $250,000
Petromanas Energy Inc
Stock
$50,001 - $250,000
Poplar Forest Partners Funds
Stock
$50,001 - $250,000
RLJ Lodging TR REIT
Stock
$50,001 - $250,000
Western Cap Resources Inc
Stock
$10,001 - $50,000
Ziopharm Oncology
Stock
$50,001 - $250,000
City of Albermarle
Bond
More than $250,000
City of Chesapeake
Bond
More than $250,000
City of Fairfax
Bond
More than $250,000
City of Fairfax
Bond
More than $250,000
City of Lynchburg
Bond
More than $250,000
City of Roanoke
(the last one should probably have been "city" instead of "county" )
Bond - VA Econ Dev Auth
More than $250,000
City of Roanoke
Bond - Indl Dev Auth Hosp
$10,001 - $50,000
City of Roanoke
Bond - Indl Dev Auth Hosp
More than $250,000
Commonwealth of Va
Bond - VIRGINIA ST RES AUTH INFRASTRU
$10,001 - $50,000
Commonwealth of Va
Bond - VIRGINIA ST RES AUTH INFRASTRU
$50,001 - $250,000
Commonwealth of Va
Bond - VIRGINIA ST RES AUTH INFRASTRU
More than $250,000
Commonwealth of Va
Bond - VIRGINIA ST RES AUTH INFRASTRU
More than $250,000
Commonwealth of Va
Bond - HSG Dev Auth HOMEO
$50,001 - $250,000
County of Culpeper
Bond - VA Econ Dev
More than $250,000
County of Montgomery
Bond
$50,001 - $250,000
County of Prince William
Bond
More than $250,000
County of Roanoke
Bond
More than $250,000
County of Roanoke
Bond - VA Econ Dev A
$50,001 - $250,000
Hampton Roads Sanitation District
Bond
More than $250,000
Hampton Roads Sanitation District
Bond
$50,001 - $250,000
Loudon County
Bond
More than $250,000
Loudon County
Bond
More than $250,000
Loudon County
Bond
More than $250,000
Montag & Caldwell
Bond
$50,001 - $250,000
Northern Virginia Transportation Authority
Bond
More than $250,000
Town of Leesburg
Bond
More than $250,000
Town of Purcellville
Bond
More than $250,000
Va College Building Authority
Bond
More than $250,000
Va College Building Authority
Bond
More than $250,000
Va Commonwealth Transportation
Bond
More than $250,000
American Funds
Mutual Fund - Balanced Fund
$10,001 - $50,000
American Funds
Mutual Fund - Growth Fund of America
More than $250,000
American Funds
Mutual Fund - Investment Co of America
$10,001 - $50,000
Boston Partners
Mutual Fund - Long/Short Research Fund
$10,001 - $50,000
County of Isle of Wight
Mutual Fund
More than $250,000
Driehaus
Mutual Fund
$10,001 - $50,000
Driehaus
Mutual Fund - Emergin Markets
$10,001 - $50,000
Eaton Vance
Mutual Fund
$50,001 - $250,000
Invesco
Mutual Fund - International Growth
$50,001 - $250,000
JH Strategic Opportunity
Mutual Fund
More than $250,000
Stephens Group LLC
Mutual Fund - Mid Cap Growth
$50,001 - $250,000
Washington Mutual Corp
Mutual Fund
More than $250,000
Xanthus Fund
Mutual Fund
More than $250,000
Put Spx Jun
("put spxw jun @ $1,560 EXP 6/24/2016" )
Other
$10,001 - $50,000
Put Spx Jun
(wrote "put spx jun @ $1950 EXP 6/17/2016" no idea what this means )
Other
$10,001 - $50,000
Agate Funds LLC
Partnership Interest
$50,001 - $250,000
Blackstreet Capital Partners (QP) , LP
Partnership Interest
$10,001 - $50,000
Carlyle Energy Coinvestment III LP
Partnership Interest
$10,001 - $50,000
New River Management
Partnership Interest
$50,001 - $250,000
Old Westbury Venture Capital Fund II
Partnership Interest
$50,001 - $250,000
Paladin Capital Partners Coinvestment
Partnership Interest
$50,001 - $250,000
RAC Acquisitions, LLC
Partnership Interest
$10,001 - $50,000
SHP Digital Fund II LLC
Partnership Interest
More than $250,000
SHP II LP
Partnership Interest
More than $250,000
SHP LP
Partnership Interest
$50,001 - $250,000
Surrey Homes LLC
Partnership Interest
More than $250,000