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Congress
April McClain Delaney
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$56.38
AOS · 2026-10-09 · USD
Stock price change
−$12.44
-18.08% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$8.2K
As of 2026-10-09
Estimated gain / loss
−$1,807.61
-18.08%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Forbright, Inc. [PS] | $25M – $50M |
| Acacia Partners, LP [HE] | $5M – $25M |
| American Steadfast, LP (hedge fund) [HE] | $5M – $25M |
| Farallon Capital Partners, LP (hedge fund) [HE] | $5M – $25M |
| Forbright, Inc., call option [OP] | $5M – $25M |
| JPM US Treasury [GS] | $5M – $25M |
| Wells Fargo - Brokerage #1 ⇒ Allspring 100% Treasury Money Market [BA] | $5M – $25M |
| Rental Property [RP] | $1M – $5M |
| AMD 09 LLC ⇒ Federated Treasury Obligations Fund - (TOIXX) [GS] | $1M – $5M |
| AMD 09 LLC ⇒ Forbright, Inc. [PS] | $1M – $5M |
| Cloister Cottage Venture, LLC ⇒ Investment in Residential Property [RP] | $1M – $5M |
| Cloister Cottage Venture, LLC ⇒ Investment in Residential Property [RP] | $1M – $5M |
| East Capitol Venture, LLC ⇒ Investment in Residential Property [RP] | $1M – $5M |
| JKD 09 LLC ⇒ Wells Fargo, N.A. [BA] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Mulberry Street [OT] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Oakmark International Fund Investor Class (OAKIX) [MF] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ U.S. Treasury bond [GS] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Acacia Partners, LP [HE] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Hellman & Friedman Capital Partners IX, LP [OT] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Oakmark International Fund Investor Class (OAKIX) [MF] | $1M – $5M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ U.S. Treasury bond [GS] | $1M – $5M |
| Enlightenment Capital Solutions Fund II, LP [HE] | $500K – $1M |
| Wells Fargo - Checking [BA] | $500K – $1M |
| 2015 Insurance Trust ⇒ Mass Mutual, whole life [WU] | $500K – $1M |
| Allstate, variable annuity ⇒ Fixed 1 Year 11/5/22 at 3% [FN] | $500K – $1M |
| JKD 09 LLC ⇒ Federated Treasury Obligations Fund - (TOIXX) [GS] | $1M – $1M |
| JKD 09 LLC ⇒ Forbright, Inc. [PS] | $1M – $1M |
| Mazara, LLC ⇒ Investment in Real Property [RP] | $500K – $1M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Acacia Partners, LP [HE] | $1M – $1M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ American Steadfast, LP [HE] | $1M – $1M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ HCP Private Equity Fund VIII, LP [OT] | $1M – $1M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ American Steadfast, LP [HE] | $1M – $1M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ HCP Private Equity Fund VIII, LP [OT] | $1M – $1M |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Mulberry Street [OT] | $1M – $1M |
| Wells Fargo - Roth IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF] | $500K – $1M |
| East Capitol Venture, LLC ⇒ Vanguard S&P 500 ETF (VOO) [EF] | $500K – $1M |
| FFL Executive Partners IV, LP [OT] | $250K – $500K |
| Allstate, variable annuity ⇒ Invesco VI S&P 500 Index Port - Series I [MF] | $250K – $500K |
| Allstate, variable annuity ⇒ Morgan Stanley - VIS Multicap Growth Port - Class X [MF] | $250K – $500K |
| AMD 09 LLC ⇒ Wells Fargo, N.A. [BA] | $250K – $500K |
| DC Insurance Trust ⇒ Pacific Life ⇒ Fidelity VIP Contrafund 2 (IFVCX) [MF] | $250K – $500K |
| East Capitol Venture, LLC ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $250K – $500K |
| Parkglen, LLC ⇒ Demand loan to family member [DO] | $250K – $500K |
| Parkglen, LLC ⇒ Demand loan to family member [DO] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Demand loan to family member [DO] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Galvanize Innovation & Expansion Fund I, LP (HCP SPV) [OT] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ HCP Private Equity Fund IX, LP [OT] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ HCP Private Equity Fund VII, LP [OT] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Revolution Growth GP IV, LP [OT] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Demand loan to family member [DO] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Alliance Partners Holdings, LLC [OL] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Galvanize Innovation & Expansion Fund I, LP (HCP SPV) [OT] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ HCP Private Equity Fund IX, LP [OT] | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ | $250K – $500K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Revolution Growth GP IV, LP [OT] | $250K – $500K |
| Alliance Partners Holdings, LLC [OL] | $100K – $250K |
| Mass Mutual - Whole Life [WU] | $100K – $250K |
| DC Insurance Trust ⇒ Pacific Life ⇒ Fidelity VIP Mid Cap Class 2 [MF] | $100K – $250K |
| DC Insurance Trust ⇒ Pacific Life ⇒ MFS International Large Cap [MF] | $100K – $250K |
| East Capitol Venture, LLC ⇒ Allspring C&B Large Cap Value Fund-R6 (CBEJX) [MF] | $100K – $250K |
| East Capitol Venture, LLC ⇒ Invesco Developing Markets Fund Class R6 (ODVIX) [MF] | $100K – $250K |
| East Capitol Venture, LLC ⇒ Principal Funds, Inc. - MidCap Fund, Class R6 (PMAQX) [MF] | $100K – $250K |
| East Capitol Venture, LLC ⇒ T. Rowe Price Institutional Floating Rate Fund (RPIFX) [MF] | $100K – $250K |
| East Capitol Venture, LLC ⇒ Touchstone Sands Capital Emerging Markets Growth Fund Class R6 (TSRMX) [MF] | $100K – $250K |
| J.P. Morgan - Brokerage ⇒ PacWest Bancorp (PACW) [ST] | $100K – $250K |
| J.P. Morgan - Brokerage ⇒ US DOLLAR JPM DEPOSIT SWEEP [BA] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Alliance Partners Holdings, LLC [OL] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Enlightenment Capital Solutions Fund III, LP [HE] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Forbright, Inc. [PS] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Money Market [BA] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Zephyr AI [PS] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Enlightenment Capital Solutions Fund III, LP [HE] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Forbright, Inc. [PS] | $100K – $250K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Zephyr AI [PS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ New Jersey Educational Fac Aut Rev Ser A [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Anne Arundel County, MD Special Obligation - Refunding National Business Park [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ BALTIMORE MD PROJ REVENUE SUB-WST WTR PROJ- SER A [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Black Belt Energy Gas Dist AL Ser D1 [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Cecil County, MD, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Charles County, MD, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Howard County, MD, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Johnson & Miami County, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Kaufman County, TX, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Kentucky Cnty TX Road, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Maryland St Stadium Auth Revenue Ser A [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Maryland State Department of Transportation [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Maryland State Health & Higher Educational - Ref-Peninsula Regional Health [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Montgomery County, MD Ref-Ser B [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Prince George's County, MD Cops Hampton Park [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ University System of Maryland Auxiliary Facility and Tuition Rev bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Washington MD Suburban San Dis Cons Public Impt [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Washington State Health Care Facilities, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Washington Suburban Sanitary District, MD, [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Wicomico County, MD, bond [GS] | $100K – $250K |
| Wells Fargo - Brokerage #1 ⇒ Worcester Cnty MD Consol Public Impt [GS] | $100K – $250K |
| Pacific West - Checking [BA] | $50K – $100K |
| DC Insurance Trust ⇒ Pacific Life ⇒ BlackRock Global Allocation VI Fund III (GAIII) [OT] | $50K – $100K |
| DC Insurance Trust ⇒ Pacific Life ⇒ Morgan Stanley PSF Real Estate Portfolio [MF] | $50K – $100K |
| DC Insurance Trust ⇒ Pacific Life ⇒ PIMCO VIT Global Multi-Asset Managed - Allocation Advisor Class [MF] | $50K – $100K |
| East Capitol Venture, LLC ⇒ Eaton Vance Global Macro Absolute Return Advantage - Class R6 (EGRSX) [MF] | $50K – $100K |
| East Capitol Venture, LLC ⇒ Federated Treasury Cash Reserves #125 [BA] | $50K – $100K |
| East Capitol Venture, LLC ⇒ Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX) [MF] | $50K – $100K |
| East Capitol Venture, LLC ⇒ MFS Value Fund Class R6 (MEIKX) [MF] | $50K – $100K |
| East Capitol Venture, LLC ⇒ Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX) [MF] | $50K – $100K |
| East Capitol Venture, LLC ⇒ Virtus AlphaSimplex Global Alternatives Fund Class R6 (GAFNX) [MF] | $50K – $100K |
| EVR Investment, LLC ⇒ Eloy Investors LLC [RP] | $50K – $100K |
| J.P. Morgan - Brokerage ⇒ JPM 100% US Treasury Fund [GS] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab Bank [BA] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ ITT Inc. Common Stock (ITT) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Markel Group Inc. Common Stock (MKL) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Somnigroup International Inc. Common Stock (SGI) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Viking Holdings Ltd Ordinary Shares (VIK) [ST] | $50K – $100K |
| 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] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab Bank [BA] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Money Market [BA] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ ITT Inc. Common Stock (ITT) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Markel Group Inc. Common Stock (MKL) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Somnigroup International Inc. Common Stock (SGI) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | $50K – $100K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Viking Holdings Ltd Ordinary Shares (VIK) [ST] | $50K – $100K |
| 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] | $50K – $100K |
| Wells Fargo - Brokerage #1 ⇒ Manhattan KS Ref- Ser-A [GS] | $50K – $100K |
| Wells Fargo - Brokerage #1 ⇒ Maryland St First Series [GS] | $50K – $100K |
| Wells Fargo - Brokerage #1 ⇒ Vanguard Limited-Term Tax-Exempt Fund [MF] | $50K – $100K |
| Wells Fargo - Roth IRA ⇒ Virtus Tactical AllocationFund Class A (NAINX) [MF] | $50K – $100K |
| Wells Fargo - Roth IRA ⇒ Wells Fargo - Cash [IH] | $50K – $100K |
| Wells Fargo - Roth IRA ⇒ Wells Fargo Money Market Fund Class A Shares (STGXX) [MF] . | $50K – $100K |
| Healthpoint Capital Partners II, LP [HE] | $15K – $50K |
| Cloister Cottage Venture, LLC ⇒ Wells Fargo - Checking [BA] | $15K – $50K |
| Cloister Cottage Venture, LLC ⇒ Wells Fargo - Checking [BA] | $15K – $50K |
| DC Insurance Trust ⇒ Pacific Life ⇒ Van Eck VIP Global Hard Assets [MF] | $15K – $50K |
| East Capitol Venture, LLC ⇒ Wells Fargo - Checking [BA] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Enlightenment Capital Solutions Fund II, LP [HE] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Enlightenment Capital Solutions Fund IV, LP [HE] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Ponderosa Ventures Fund I [OT] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Brown & Brown, Inc. (BRO) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ CDW Corporation - Common Stock (CDW) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Clean Harbors, Inc. (CLH) [ST] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Corpay, Inc. Common Stock (CPAY) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ EMCOR Group, Inc. Common Stock (EME) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Entegris, Inc. - Common Stock (ENTG) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Labcorp Holdings Inc. Common Stock (LH) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Morningstar, Inc. - Common Stock (MORN) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Service Corporation International Common Stock (SCI) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Signet Jewelers Limited Common Shares (SIG) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ STERIS plc (STE) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ The Middleby Corporation - Common Stock (MIDD) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Trimble Inc. - Common Stock (TRMB) [ST] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Brunswick, MD, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Connecticut St Health & Educational Ser-L [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Illinois State, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Indianapolis, IN Local Public, bond [GS] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Montgomery County, MD, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Washington, MD Suburban Sanitary District [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Enlightenment Capital Solutions Fund II, LP [HE] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Enlightenment Capital Solutions Fund IV, LP [HE] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ GPC Partners Co-Investment (Chico), LP [OT] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Ponderosa Ventures Fund I [OT] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ CDW Corporation - Common Stock (CDW) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Clean Harbors, Inc. Common Stock (CLH) [ST] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Corpay, Inc. Common Stock (CPAY) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ EMCOR Group, Inc. Common Stock (EME) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Fortune Brands Innovations, Inc. Common Stock (FBIN) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Jones Lang LaSalle Incorporated Common Stock (JLL) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Labcorp Holdings Inc. Common Stock (LH) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Baltimore, MD Revenue Wastewater Series B [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Morningstar, Inc. - Common Stock (MORN) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Service Corporation International Common Stock (SCI) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Signet Jewelers Limited Common Shares (SIG) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ STERIS plc (STE) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ The Middleby Corporation - Common Stock (MIDD) [ST] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Trimble Inc. - Common Stock (TRMB) [ST] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Brunswick, MD, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Connecticut St Health & Educational Ser-L [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Illinois State, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Indianapolis, IN Local Public, bond [GS] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State, bond [GS] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Montgomery County, MD, bond [GS] | $15K – $50K |
| 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] | $15K – $50K |
| 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] | $15K – $50K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Washington, MD Suburban Sanitary District [GS] | $15K – $50K |
| TLM Trust ⇒ Wells Fargo - Checking [BA] | $15K – $50K |
| East Capitol Venture, LLC ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF] | $15K – $50K |
| 2015 Insurance Trust ⇒ Wells Fargo - Checking [BA] | $1K – $15K |
| DC Insurance Trust ⇒ Wells Fargo - Checking [BA] | $1K – $15K |
| Parkglen, LLC ⇒ Wells Fargo - Checking [BA] | $1K – $15K |
| Parkglen, LLC ⇒ Wells Fargo - Checking [BA] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Healthpoint Capital Partners II, LP [HE] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Bio-Techne Corp (TECH) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ PTC Inc. - Common Stock (PTC) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | $1K – $15K |
| 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] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State Health & Higher Educational [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Prince George's County, MD, bond [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Providence, RI, bond [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ University Systems of Maryland Auxiliary [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Worcester County, MD, bond [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Healthpoint Capital Partners II, LP [HE] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Bio-Techne Corp - Common Stock (TECH) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Entegris, Inc. - Common Stock (ENTG) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ PTC Inc. - Common Stock (PTC) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | $1K – $15K |
| 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] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Maryland State Health & Higher Educational [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Prince George's County, MD, bond [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Providence, RI, bond [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ University Systems of Maryland Auxiliary [GS] | $1K – $15K |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Wells Fargo - Brokerage #2 ⇒ Worcester County, MD, bond [GS] | $1K – $15K |
| Notes receivables - Key Bridge Partners LLC, Bethesda, MD [DO] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ GPC Partners Co-Investment (Chico), LP [OT] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family | Not specified |
| Trust FBO Dependent Child #1 ⇒ Hellman & Friedman Capital Partners IX, LP [OT] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ A.O. Smith Corporation Common Stock (AOS) [ST] | Not specified |
| 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] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Dayforce, Inc. Common Stock (DAY) [ST] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Revvity, Inc. Common Stock (RVTY) [ST] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #1 ⇒ Charles Schwab - Brokerage #1 ⇒ Toro Company (TTC) [ST] | Not specified |
| Trust FBO Dependent Child #1 ⇒ Wells Fargo - Brokerage #2 ⇒ Baltimore, MD Revenue Wastewater Series B [GS] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family | Not specified |
| 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] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Dayforce, Inc. Common Stock (DAY) [ST] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family | Not specified |
| Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Revvity, Inc. Common Stock (RVTY) [ST] | Not specified |
| SBLG Family Investments, LLC ⇒ SBLG Delaney Family Trust FBO Dependent Child #2 ⇒ Charles Schwab - Brokerage #1 ⇒ Toro Company (TTC) [ST] | Not specified |
| Wells Fargo - Brokerage #2 ⇒ Indiabulls Real Estate Ltd Sponsored GDR Reg S (real estate) [OT] | Not specified |