Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Nellie Pou reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Debts owed to the filer2 lines$783K
- Bank accounts, money market accounts & CDs6 lines$566K
- Other16 lines$392K
- Mutual funds4 lines$173K
- Stocks6 lines$99K
- Exchange-traded funds1 line$33K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| 30th Street Mortgage Recording | Debts owed to the filer | — | $500,001 - $1,000,000 |
| AMERICAN EXPRESS NATL BK BROKERED INTL CTF DEP PROGRAM INSTL | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| Chase Bank | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| Goldman Sachs BK USA New York CTF Dep | Bank accounts, money market accounts & CDs | — | $100,001 - $250,000 |
| GOF Guggenheim Strategic Opportunities Fund Common Shares of Beneficial Interest (GOF) | Stocks | — | $50,001 - $100,000 |
| MMHYX MFS Municipal High Yield Muni Bond Fund A (MMHYX) | Mutual funds | — | $50,001 - $100,000 |
| PGIM Quantitative Solution Large-Cap Core Equity | Other | — | $50,001 - $100,000 |
| 7 Marshall, LLC | Debts owed to the filer | — | $15,001 - $50,000 |
| STSVX BNY Mellon Small Cap Value Fund Class I (STSVX) | Mutual funds | — | $15,001 - $50,000 |
| Chase Bank | Bank accounts, money market accounts & CDs | Spouse | $15,001 - $50,000 |
| Core Bond Enhanced Index/PGIM Fund | Other | — | $15,001 - $50,000 |
| DCP Stable Value | Other | — | $15,001 - $50,000 |
| EQ/AB Small Cap Growth | Other | — | $15,001 - $50,000 |
| EQ/Equity 500 Index | Other | — | $15,001 - $50,000 |
| EQ/Invesco Global | Other | — | $15,001 - $50,000 |
| EQ/JPMorgan Growth Stock | Other | — | $15,001 - $50,000 |
| EQ/MFS Technology | Other | — | $15,001 - $50,000 |
| EQ/Mid Cap Index | Other | — | $15,001 - $50,000 |
| DIV Global X Super Dividend ETF (DIV) | Exchange-traded funds | — | $15,001 - $50,000 |
| PGIM Quantitative Solution MidCap Core Equity | Other | — | $15,001 - $50,000 |
| VINIX Vanguard Institutional Index (VINIX) | Mutual funds | — | $15,001 - $50,000 |
| VSMAX Vanguard Small Cap Index Fd Admiral Shs (VSMAX) | Mutual funds | — | $15,001 - $50,000 |
| 1290 VT GAMCO Small Co Val | Other | — | $1,001 - $15,000 |
| AMRN Amarin Corporation plc - American Depositary Shares (AMRN) | Stocks | — | $1,001 - $15,000 |
| CCL Carnival Corporation Common Stock (CCL) | Stocks | — | $1,001 - $15,000 |
