Jan 01, 2023 - Dec 31, 2023
Jan 01, 2022 - Dec 31, 2022
Jan 01, 2021 - Dec 31, 2021
Jan 01, 2020 - Dec 31, 2020
Jan 01, 2019 - Dec 31, 2019
Jan 01, 2018 - Dec 31, 2018
Jan 01, 2017 - Dec 31, 2017
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
May 01, 2015 - Oct 31, 2015
Dec 16, 2013 - Oct 31, 2014
Dec 16, 2012 - Dec 15, 2013
Investment
Type
Value
Dominion Energy
(D)
Stock
More than $250,000
Fitness Anywhere
Stock
More than $250,000
IBM
Stock
More than $250,000
Ashbys Bridge Family of Companies
Brokerage Account
More than $250,000
Bay Breeze Development
Brokerage Account
More than $250,000
Bill DeSteph Family of Companies
Brokerage Account
More than $250,000
BRB Family of Companies
Brokerage Account
More than $250,000
Breeden Companies
Brokerage Account
More than $250,000
Cilou Family of Companies
Brokerage Account
More than $250,000
Coral Development Family of Companies
Brokerage Account
More than $250,000
DeSteph Enterprises
Brokerage Account
More than $250,000
Dominion Energy
Brokerage Account
More than $250,000
Fitness Anywhere
Brokerage Account
More than $250,000
Goldman Sachs Group Inc
Brokerage Account
More than $250,000
Harbor Group Management Co
Brokerage Account
More than $250,000
IBM
Brokerage Account
More than $250,000
LaShaw Family of Companies
Brokerage Account
More than $250,000
Maltby Ave Partners LLC
Brokerage Account
More than $250,000
Merrill Lynch
Brokerage Account
More than $250,000
Ocean Family of Companies
Brokerage Account
More than $250,000
Quality Court Partners
Brokerage Account
More than $250,000
Shipping Family of Companies
Brokerage Account
More than $250,000
UBS Financial Services
Brokerage Account
More than $250,000
AMTI
Other - Hold back from sale to SAIC
More than $250,000
Ashbys Bridge Family of Companies
Other
More than $250,000
Bay Breeze Development
Other
More than $250,000
Bill DeSteph Family of Companies
Other
More than $250,000
BRB Family of Companies
Other
More than $250,000
Breeden Companies
Other
More than $250,000
Cilou Family of Companies
Other
More than $250,000
Coral Development Family of Companies
Other
More than $250,000
DeSteph Enterprises
Other
More than $250,000
Goldman Sachs Group Inc
Other - Wealth Management Acct
More than $250,000
Harbor Group Management Co
Other
More than $250,000
LaShaw Family of Companies
Other
More than $250,000
Maltby Ave Partners LLC
Other
More than $250,000
Merrill Lynch
Other - Wealth Management Acct
More than $250,000
Navy Federal Credit Union
Other - Cash
More than $250,000
Navy Federal Credit Union
Other - Cash
More than $250,000
Ocean Family of Companies
Other
More than $250,000
Shipping Family of Companies
Other
More than $250,000
UBS Financial Services
Other - Wealth Management Acct
More than $250,000