April McClain Delaney — 2025 financial disclosure

2026-09-08 · Annual financial disclosures · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.

Report type	Annual
Filing year	2025
Chamber	house
Acacia Partners, LP	$5,000,001 - $25,000,000 · Partnership Income · $100,001 - $1,000,000
Alliance Partners Holdings, LLC	$100,001 - $250,000 · Ordinary Income · $50,001 - $100,000
American Steadfast, LP (hedge fund)	$5,000,001 - $25,000,000 · Partnership Income · $100,001 - $1,000,000
Enlightenment Capital Solutions Fund II, LP	$500,001 - $1,000,000 · Partnership Income · $100,001 - $1,000,000
Farallon Capital Partners, LP (hedge fund)	$5,000,001 - $25,000,000 · Partnership Income · $100,001 - $1,000,000
FFL Executive Partners IV, LP	$250,001 - $500,000 · Partnership Income · $50,001 - $100,000
Forbright, Inc.	$25,000,001 - $50,000,000 · None
Forbright, Inc., call option	$5,000,001 - $25,000,000 · None
Healthpoint Capital Partners II, LP	$15,001 - $50,000 · None
JPM US Treasury	$5,000,001 - $25,000,000 · Interest · $100,001 - $1,000,000
Mass Mutual - Whole Life	$100,001 - $250,000 · None
Notes receivables - Key Bridge Partners LLC, Bethesda, MD	None · Interest · $15,001 - $50,000
Pacific West - Checking	$50,001 - $100,000 · None
Rental Property	$1,000,001 - $5,000,000 · Rent · $50,001 - $100,000
Wells Fargo - Checking	$500,001 - $1,000,000 · Interest · $201 - $1,000
Mass Mutual, whole life	$500,001 - $1,000,000 · None
Wells Fargo - Checking	$1,001 - $15,000 · None
Fixed 1 Year 11/5/22 at 3%	$500,001 - $1,000,000 · None
Invesco VI S&P 500 Index Port - Series I	$250,001 - $500,000 · None
Morgan Stanley - VIS Multicap Growth Port - Class X	$250,001 - $500,000 · None
Federated Treasury Obligations Fund - (TOIXX)	$1,000,001 - $5,000,000 · Dividends · $15,001 - $50,000
Forbright, Inc.	$1,000,001 - $5,000,000 · None
Wells Fargo, N.A.	$250,001 - $500,000 · Interest · $2,501 - $5,000
Investment in Residential Property	$1,000,001 - $5,000,000 · Rent · $50,001 - $100,000
Investment in Residential Property	$1,000,001 - $5,000,000 · Rent · $50,001 - $100,000
Wells Fargo - Checking	$15,001 - $50,000 · None
Wells Fargo - Checking	$15,001 - $50,000 · None
Wells Fargo - Checking	$1,001 - $15,000 · None
BlackRock Global Allocation VI Fund III (GAIII)	$50,001 - $100,000 · None
Fidelity VIP Contrafund 2 (IFVCX)	$250,001 - $500,000 · None
Fidelity VIP Mid Cap Class 2	$100,001 - $250,000 · None
MFS International Large Cap	$100,001 - $250,000 · None
Morgan Stanley PSF Real Estate Portfolio	$50,001 - $100,000 · None
PIMCO VIT Global Multi-Asset Managed - Allocation Advisor Class	$50,001 - $100,000 · None
Van Eck VIP Global Hard Assets	$15,001 - $50,000 · None
Allspring C&B Large Cap Value Fund-R6 (CBEJX)	$100,001 - $250,000 · Dividends · $201 - $1,000
Eaton Vance Global Macro Absolute Return Advantage - Class R6 (EGRSX)	$50,001 - $100,000 · Dividends · $1,001 - $2,500
Federated Treasury Cash Reserves #125	$50,001 - $100,000 · Dividends · $1,001 - $2,500
Invesco Developing Markets Fund Class R6 (ODVIX)	$100,001 - $250,000 · Dividends · $201 - $1,000
Investment in Residential Property	$1,000,001 - $5,000,000 · Rent · $15,001 - $50,000
…	210 more assets: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party	Democrat
state	MD
office	Representative, MD-06
source	HOUSE_CLERK_FD
chamber	house
filing id	house-fd-10074769
report url	https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10074769.pdf
scraped at	2026-10-05T10:30:21.086Z
asset count	250
bioguide id	M001232
filing date	2026-09-08
filing year	2025
member last	Delaney
member name	April McClain Delaney
report type	Annual
member first	April McClain
content parsed	true
report subtype	Annual Report
state district	06
liability count	4

assets (250)

owner	ticker	location	asset name	asset type	row number	description	income type	value range	income range	asset subtype
JT	—	—	Acacia Partners, LP	HE	1	Fund manager letter on file with the Committee on Ethics.	Partnership Income	$5,000,001 - $25,000,000	$100,001 - $1,000,000	—
SP	—	Chevy Chase, MD, US	Alliance Partners Holdings, LLC	OL	2	Banking	Ordinary Income	$100,001 - $250,000	$50,001 - $100,000	—
JT	—	—	American Steadfast, LP (hedge fund)	HE	3	Fund manager letter on file with the Committee on Ethics.	Partnership Income	$5,000,001 - $25,000,000	$100,001 - $1,000,000	—
—	—	—	Enlightenment Capital Solutions Fund II, LP	HE	4	private equity in buyout growth	Partnership Income	$500,001 - $1,000,000	$100,001 - $1,000,000	—
JT	—	—	Farallon Capital Partners, LP (hedge fund)	HE	5	—	Partnership Income	$5,000,001 - $25,000,000	$100,001 - $1,000,000	—
SP	—	—	FFL Executive Partners IV, LP	OT	6	Private Equity. Fund manager letter on file with the Committee on Ethics.	Partnership Income	$250,001 - $500,000	$50,001 - $100,000	—
JT	—	—	Forbright, Inc.	PS	7	Bank stock	None	$25,000,001 - $50,000,000	—	—
SP	—	—	Forbright, Inc., call option	OP	8	Options	None	$5,000,001 - $25,000,000	—	—
JT	—	—	Healthpoint Capital Partners II, LP	HE	9	private equity in healthcare	None	$15,001 - $50,000	—	—
JT	—	—	JPM US Treasury	GS	10	—	Interest	$5,000,001 - $25,000,000	$100,001 - $1,000,000	—
SP	—	—	Mass Mutual - Whole Life	WU	11	—	None	$100,001 - $250,000	—	—
JT	—	—	Notes receivables - Key Bridge Partners LLC, Bethesda, MD	DO	12	—	Interest	None	$15,001 - $50,000	—
SP	—	—	Pacific West - Checking	BA	13	—	None	$50,001 - $100,000	—	—
JT	—	Montgomery County, MD, US	Rental Property	RP	14	—	Rent	$1,000,001 - $5,000,000	$50,001 - $100,000	—
JT	—	—	Wells Fargo - Checking	BA	15	—	Interest	$500,001 - $1,000,000	$201 - $1,000	—
—	—	—	Mass Mutual, whole life	WU	16	—	None	$500,001 - $1,000,000	—	—
—	—	—	Wells Fargo - Checking	BA	17	—	None	$1,001 - $15,000	—	—
JT	—	—	Fixed 1 Year 11/5/22 at 3%	FN	18	—	None	$500,001 - $1,000,000	—	—
JT	—	—	Invesco VI S&P 500 Index Port - Series I	MF	19	—	None	$250,001 - $500,000	—	—
JT	—	—	Morgan Stanley - VIS Multicap Growth Port - Class X	MF	20	—	None	$250,001 - $500,000	—	—
—	—	—	Federated Treasury Obligations Fund - (TOIXX)	GS	21	—	Dividends	$1,000,001 - $5,000,000	$15,001 - $50,000	—
—	—	—	Forbright, Inc.	PS	22	Bank stock	None	$1,000,001 - $5,000,000	—	—
—	—	—	Wells Fargo, N.A.	BA	23	—	Interest	$250,001 - $500,000	$2,501 - $5,000	—
SP	—	Sea Island, GA, US	Investment in Residential Property	RP	24	—	Rent	$1,000,001 - $5,000,000	$50,001 - $100,000	—
—	—	Sea Island, GA, US	Investment in Residential Property	RP	25	—	Rent	$1,000,001 - $5,000,000	$50,001 - $100,000	—
—	—	—	Wells Fargo - Checking	BA	26	—	None	$15,001 - $50,000	—	—
SP	—	—	Wells Fargo - Checking	BA	27	—	None	$15,001 - $50,000	—	—
DC	—	—	Wells Fargo - Checking	BA	28	—	None	$1,001 - $15,000	—	—
DC	—	—	BlackRock Global Allocation VI Fund III (GAIII)	OT	29	Mutual Fund	None	$50,001 - $100,000	—	—
DC	—	—	Fidelity VIP Contrafund 2 (IFVCX)	MF	30	—	None	$250,001 - $500,000	—	—
DC	—	—	Fidelity VIP Mid Cap Class 2	MF	31	—	None	$100,001 - $250,000	—	—
DC	—	—	MFS International Large Cap	MF	32	—	None	$100,001 - $250,000	—	—
DC	—	—	Morgan Stanley PSF Real Estate Portfolio	MF	33	—	None	$50,001 - $100,000	—	—
DC	—	—	PIMCO VIT Global Multi-Asset Managed - Allocation Advisor Class	MF	34	—	None	$50,001 - $100,000	—	—
DC	—	—	Van Eck VIP Global Hard Assets	MF	35	—	None	$15,001 - $50,000	—	—
—	—	—	Allspring C&B Large Cap Value Fund-R6 (CBEJX)	MF	36	—	Dividends	$100,001 - $250,000	$201 - $1,000	—
—	—	—	Eaton Vance Global Macro Absolute Return Advantage - Class R6 (EGRSX)	MF	37	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	Federated Treasury Cash Reserves #125	BA	38	money market fund	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	Invesco Developing Markets Fund Class R6 (ODVIX)	MF	39	—	Dividends	$100,001 - $250,000	$201 - $1,000	—
—	—	Washington, DC, US	Investment in Residential Property	RP	40	—	Rent	$1,000,001 - $5,000,000	$15,001 - $50,000	—
—	—	—	iShares Core MSCI EAFE ETF (IEFA)	EF	41	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
—	—	—	Lazard Global Listed Infrastructure Ptf Insti Shs (GLIFX)	MF	42	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	MFS Value Fund Class R6 (MEIKX)	MF	43	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
—	—	—	Pimco CommodityRealReturn Strategy Fund Institutional Class (PCRIX)	MF	44	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
—	—	—	Principal Funds, Inc. - MidCap Fund, Class R6 (PMAQX)	MF	45	—	None	$100,001 - $250,000	—	—
—	—	—	T. Rowe Price Institutional Floating Rate Fund (RPIFX)	MF	46	—	Dividends	$100,001 - $250,000	$5,001 - $15,000	—
—	—	—	Touchstone Sands Capital Emerging Markets Growth Fund Class R6 (TSRMX)	MF	47	—	None	$100,001 - $250,000	—	—
—	—	—	Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX)	MF	48	—	Dividends	$250,001 - $500,000	$5,001 - $15,000	—
—	—	—	Vanguard S&P 500 ETF (VOO)	EF	49	—	Dividends	$500,001 - $1,000,000	$15,001 - $50,000	—
—	—	—	Virtus AlphaSimplex Global Alternatives Fund Class R6 (GAFNX)	MF	50	—	Dividends	$50,001 - $100,000	$1,001 - $2,500	—
—	—	—	Wells Fargo - Checking	BA	51	—	None	$15,001 - $50,000	—	—
SP	—	Scottsdale, AZ, US	Eloy Investors LLC	RP	52	raw land for future development	None	$50,001 - $100,000	—	—
SP	—	—	JPM 100% US Treasury Fund	GS	53	—	Interest	$50,001 - $100,000	$2,501 - $5,000	—
SP	—	—	PacWest Bancorp (PACW)	ST	54	—	Dividends	$100,001 - $250,000	$15,001 - $50,000	—
SP	—	—	US DOLLAR JPM DEPOSIT SWEEP	BA	55	—	Interest	$100,001 - $250,000	$201 - $1,000	—
SP	—	—	Federated Treasury Obligations Fund - (TOIXX)	GS	56	—	Dividends	Spouse/DC Over $1,000,000	$15,001 - $50,000	—
SP	—	—	Forbright, Inc.	PS	57	Bank stock	None	Spouse/DC Over $1,000,000	—	—
SP	—	—	Wells Fargo, N.A.	BA	58	—	Interest	$1,000,001 - $5,000,000	$2,501 - $5,000	—
SP	—	Cabo, San Lucas, MX	Investment in Real Property	RP	59	—	Rent	$500,001 - $1,000,000	$50,001 - $100,000	—
DC	—	—	Demand loan to family member	DO	60	Dependent Child #1	Interest	$250,001 - $500,000	$2,501 - $5,000	—
DC	—	—	Demand loan to family member	DO	61	Dependent Child #2	Interest	$250,001 - $500,000	$2,501 - $5,000	—
DC	—	—	Wells Fargo - Checking	BA	62	Dependent Child #1	None	$1,001 - $15,000	—	—
DC	—	—	Wells Fargo - Checking	BA	63	Dependent Child #2	None	$1,001 - $15,000	—	—
DC	—	—	Acacia Partners, LP	HE	64	Fund manager letter on file with the Committee on Ethics.	Partnership Income	Spouse/DC Over $1,000,000	$100,001 - $1,000,000	—
DC	—	Chevy Chase, MD, US	Alliance Partners Holdings, LLC	OL	65	Banking	None	$100,001 - $250,000	—	—
DC	—	—	American Steadfast, LP	HE	66	Fund manager letter on file with the Committee on Ethics.	Partnership Income	Spouse/DC Over $1,000,000	$100,001 - $1,000,000	—
DC	—	—	Charles Schwab Bank	BA	67	—	Interest	$50,001 - $100,000	$201 - $1,000	—
DC	—	—	Demand loan to family member	DO	68	—	None	$250,001 - $500,000	—	—
DC	—	—	Enlightenment Capital Solutions Fund II, LP	HE	69	private equity in buyout growth Fund manager letter on file with the Committee on Ethics.	Partnership Income	$15,001 - $50,000	$100,001 - $1,000,000	—
DC	—	—	Enlightenment Capital Solutions Fund III, LP	HE	70	private equity in buyout growth Fund manager letter on file with the Committee on Ethics.	Partnership Income	$100,001 - $250,000	$50,001 - $100,000	—
DC	—	—	Enlightenment Capital Solutions Fund IV, LP	HE	71	pooled investment fund Fund manager letter on file with the Committee on Ethics.	None	$15,001 - $50,000	—	—
DC	—	—	Forbright, Inc.	PS	72	Bank stock	None	$100,001 - $250,000	—	—
DC	—	—	Galvanize Innovation & Expansion Fund I, LP (HCP SPV)	OT	73	private equity	None	$250,001 - $500,000	—	—
DC	—	—	GPC Partners Co-Investment (Chico), LP	OT	74	pooled investment fund Fund manager letter on file with the Committee on Ethics.	None	None	—	—
DC	—	—	HCP Private Equity Fund IX, LP	OT	75	private equity Fund manager letter on file with the Committee on Ethics.	None	$250,001 - $500,000	—	—
DC	—	—	HCP Private Equity Fund VII, LP	OT	76	private equity Fund manager letter on file with the Committee on Ethics.	None	$250,001 - $500,000	—	—
DC	—	—	HCP Private Equity Fund VIII, LP	OT	77	private equity Fund manager letter on file with the Committee on Ethics.	None	Spouse/DC Over $1,000,000	—	—
DC	—	—	Healthpoint Capital Partners II, LP	HE	78	—	None	$1,001 - $15,000	—	—
DC	—	—	Hellman & Friedman Capital Partners IX, LP	OT	79	private equity Fund manager letter on file with the Committee on Ethics.	None	$1,000,001 - $5,000,000	—	—
DC	—	—	Mulberry Street	OT	80	Mutual Fund	Dividends	$1,000,001 - $5,000,000	$100,001 - $1,000,000	—
DC	—	—	Oakmark International Fund Investor Class (OAKIX)	MF	81	—	Dividends	$1,000,001 - $5,000,000	$50,001 - $100,000	—
DC	—	—	Ponderosa Ventures Fund I	OT	82	private equity Fund manager letter on file with the Committee on Ethics.	None	$15,001 - $50,000	—	—
DC	—	—	Revolution Growth GP IV, LP	OT	83	venture capital fund Fund manager letter on file with the Committee on Ethics.	None	$250,001 - $500,000	—	—
DC	—	—	Wells Fargo - Money Market	BA	84	—	Interest	$100,001 - $250,000	$1,001 - $2,500	—
DC	—	—	Zephyr AI	PS	85	high-growth healthcare technology company	None	$100,001 - $250,000	—	—
DC	—	—	A.O. Smith Corporation Common Stock (AOS)	ST	86	—	Dividends	None	$1 - $200	—
DC	—	—	Bio-Techne Corp (TECH)	ST	87	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)	ST	88	—	None	$15,001 - $50,000	—	—
DC	—	—	Brown & Brown, Inc. (BRO)	ST	89	—	Capital Gains, Dividends	$15,001 - $50,000	$2,501 - $5,000	—
DC	—	—	CACI International, Inc. Class A Common Stock (CACI)	ST	90	—	None	None	—	—
DC	—	—	CDW Corporation - Common Stock (CDW)	ST	91	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Clean Harbors, Inc. (CLH)	ST	92	—	Capital Gains	$15,001 - $50,000	$2,501 - $5,000	—
DC	—	—	Core & Main, Inc. Class A Common Stock (CNM)	ST	93	—	Dividends	$15,001 - $50,000	$2,501 - $5,000	—
DC	—	—	Corpay, Inc. Common Stock (CPAY)	ST	94	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Dayforce, Inc. Common Stock (DAY)	ST	95	—	Capital Gains, Dividends	None	$2,501 - $5,000	—
DC	—	—	EMCOR Group, Inc. Common Stock (EME)	ST	96	—	Capital Gains, Dividends	$15,001 - $50,000	$1,001 - $2,500	—
DC	—	—	Entegris, Inc. - Common Stock (ENTG)	ST	97	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Fortune Brands Innovations, Inc. Common Stock (FBIN)	ST	98	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	IDEXX Laboratories, Inc. - Common Stock (IDXX)	ST	99	—	Capital Gains	$1,001 - $15,000	$2,501 - $5,000	—
DC	—	—	ITT Inc. Common Stock (ITT)	ST	100	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
DC	—	—	Jones Lang LaSalle Incorporated Common Stock (JLL)	ST	101	—	None	$15,001 - $50,000	—	—
DC	—	—	Labcorp Holdings Inc. Common Stock (LH)	ST	102	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Live Nation Entertainment, Inc. Common Stock (LYV)	ST	103	—	Capital Gains	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Markel Group Inc. Common Stock (MKL)	ST	104	—	None	$50,001 - $100,000	—	—
DC	—	—	Martin Marietta Materials, Inc. Common Stock (MLM)	ST	105	—	Capital Gains, Dividends	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Morningstar, Inc. - Common Stock (MORN)	ST	106	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Nasdaq, Inc. - Common Stock (NDAQ)	ST	107	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Paychex, Inc. - Common Stock (PAYX)	ST	108	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	PTC Inc. - Common Stock (PTC)	ST	109	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Quanta Services, Inc. Common Stock (PWR)	ST	110	—	Capital Gains, Dividends	$1,001 - $15,000	$2,501 - $5,000	—
DC	—	—	Revvity, Inc. Common Stock (RVTY)	ST	111	—	Capital Gains, Dividends	None	$2,501 - $5,000	—
DC	—	—	Service Corporation International Common Stock (SCI)	ST	112	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Signet Jewelers Limited Common Shares (SIG)	ST	113	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Somnigroup International Inc. Common Stock (SGI)	ST	114	Formerly Tempur Sealy International (TPX)	Capital Gains, Dividends	$50,001 - $100,000	$5,001 - $15,000	—
DC	—	—	STERIS plc (STE)	ST	115	—	Capital Gains, Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Teledyne Technologies Incorporated Common Stock (TDY)	ST	116	—	Capital Gains	$1,001 - $15,000	$2,501 - $5,000	—
DC	—	—	The Middleby Corporation - Common Stock (MIDD)	ST	117	—	None	$15,001 - $50,000	—	—
DC	—	—	Toro Company (TTC)	ST	118	—	Capital Gains, Dividends	None	$201 - $1,000	—
DC	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	119	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
DC	—	—	Trimble Inc. - Common Stock (TRMB)	ST	120	—	None	$15,001 - $50,000	—	—
DC	—	—	U.S. Treasury bond	GS	121	—	Interest	$1,000,001 - $5,000,000	$15,001 - $50,000	—
DC	—	—	Viking Holdings Ltd Ordinary Shares (VIK)	ST	122	—	Capital Gains	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	ST	123	—	Capital Gains, Dividends	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Anne Arundel Cnty MD; 5%; Due 10/1/2028	GS	124	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027	GS	125	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Baltimore, MD Revenue Wastewater Series B	GS	126	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Brunswick, MD, bond	GS	127	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Connecticut St Health & Educational Ser-L	GS	128	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Illinois State, bond	GS	129	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Indianapolis, IN Local Public, bond	GS	130	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Maryland State Department of Transportation - 5%; Due 12/1/2028	GS	131	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Maryland State Health & Higher Educational	GS	132	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Maryland State, bond	GS	133	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Montgomery County, MD, bond	GS	134	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028	GS	135	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Prince George's County, MD, bond	GS	136	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Prince George's County, MD, bond; 4%; Due 7/1/2032	GS	137	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Providence, RI, bond	GS	138	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	University Systems of Maryland Auxiliary	GS	139	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Washington, MD Suburban Sanitary District	GS	140	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Worcester County, MD, bond	GS	141	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Acacia Partners, LP	HE	142	Fund manager letter on file with the Committee on Ethics.	Partnership Income	$1,000,001 - $5,000,000	$100,001 - $1,000,000	—
DC	—	Chevy Chase, MD, US	Alliance Partners Holdings, LLC	OL	143	Banking	None	$250,001 - $500,000	—	—
DC	—	—	American Steadfast, LP	HE	144	Fund manager letter on file with the Committee on Ethics.	Partnership Income	Spouse/DC Over $1,000,000	$100,001 - $1,000,000	—
DC	—	—	Charles Schwab Bank	BA	145	—	Interest	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Demand loan to family member	DO	146	—	None	$250,001 - $500,000	—	—
DC	—	—	Enlightenment Capital Solutions Fund II, LP	HE	147	private equity in buyout growth Fund manager letter on file with the Committee on Ethics.	Partnership Income	$15,001 - $50,000	$100,001 - $1,000,000	—
DC	—	—	Enlightenment Capital Solutions Fund III, LP	HE	148	private equity in buyout growth Fund manager letter on file with the Committee on Ethics.	Partnership Income	$100,001 - $250,000	$15,001 - $50,000	—
DC	—	—	Enlightenment Capital Solutions Fund IV, LP	HE	149	pooled investment fund Fund manager letter on file with the Committee on Ethics.	None	$15,001 - $50,000	—	—
DC	—	—	Forbright, Inc.	PS	150	Bank stock	None	$100,001 - $250,000	—	—
DC	—	—	Galvanize Innovation & Expansion Fund I, LP (HCP SPV)	OT	151	private equity	None	$250,001 - $500,000	—	—
DC	—	—	GPC Partners Co-Investment (Chico), LP	OT	152	pooled investment fund Fund manager letter on file with the Committee on Ethics.	None	$15,001 - $50,000	—	—
DC	—	—	HCP Private Equity Fund IX, LP	OT	153	private equity Fund manager letter on file with the Committee on Ethics.	None	$250,001 - $500,000	—	—
DC	—	—	HCP Private Equity Fund VII, LP	OT	154	private equity Fund manager letter on file with the Committee on Ethics.	None	$250,001 - $500,000	—	—
DC	—	—	HCP Private Equity Fund VIII, LP	OT	155	private equity Fund manager letter on file with the Committee on Ethics.	None	Spouse/DC Over $1,000,000	—	—
DC	—	—	Healthpoint Capital Partners II, LP	HE	156	—	None	$1,001 - $15,000	—	—
DC	—	—	Hellman & Friedman Capital Partners IX, LP	OT	157	private equity Fund manager letter on file with the Committee on Ethics.	None	$1,000,001 - $5,000,000	—	—
DC	—	—	Mulberry Street	OT	158	Mutual Fund	Dividends	Spouse/DC Over $1,000,000	$100,001 - $1,000,000	—
DC	—	—	Oakmark International Fund Investor Class (OAKIX)	MF	159	—	Dividends	$1,000,001 - $5,000,000	$50,001 - $100,000	—
DC	—	—	Ponderosa Ventures Fund I	OT	160	private equity Fund manager letter on file with the Committee on Ethics.	None	$15,001 - $50,000	—	—
DC	—	—	Revolution Growth GP IV, LP	OT	161	venture capital fund Fund manager letter on file with the Committee on Ethics.	None	$250,001 - $500,000	—	—
DC	—	—	Wells Fargo - Money Market	BA	162	—	Interest	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Zephyr AI	PS	163	high-growth healthcare technology company	None	$100,001 - $250,000	—	—
DC	—	—	A.O. Smith Corporation Common Stock (AOS)	ST	164	—	Dividends	None	$1 - $200	—
DC	—	—	Bio-Techne Corp - Common Stock (TECH)	ST	165	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)	ST	166	—	None	$15,001 - $50,000	—	—
DC	—	—	Brown & Brown, Inc. Common Stock (BRO)	ST	167	—	Capital Gains, Dividends	$15,001 - $50,000	$2,501 - $5,000	—
DC	—	—	CACI International, Inc. Class A Common Stock (CACI)	ST	168	—	None	None	—	—
DC	—	—	CDW Corporation - Common Stock (CDW)	ST	169	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Clean Harbors, Inc. Common Stock (CLH)	ST	170	—	Capital Gains	$15,001 - $50,000	$2,501 - $5,000	—
DC	—	—	Core & Main, Inc. Class A Common Stock (CNM)	ST	171	—	Dividends	$15,001 - $50,000	$2,501 - $5,000	—
DC	—	—	Corpay, Inc. Common Stock (CPAY)	ST	172	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Dayforce, Inc. Common Stock (DAY)	ST	173	—	Capital Gains, Dividends	None	$2,501 - $5,000	—
DC	—	—	EMCOR Group, Inc. Common Stock (EME)	ST	174	—	Capital Gains, Dividends	$15,001 - $50,000	$1,001 - $2,500	—
DC	—	—	Entegris, Inc. - Common Stock (ENTG)	ST	175	—	Dividends	$1,001 - $15,000	$1 - $200	—
DC	—	—	Fortune Brands Innovations, Inc. Common Stock (FBIN)	ST	176	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	IDEXX Laboratories, Inc. - Common Stock (IDXX)	ST	177	—	Capital Gains	$1,001 - $15,000	$2,501 - $5,000	—
DC	—	—	ITT Inc. Common Stock (ITT)	ST	178	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
DC	—	—	Jones Lang LaSalle Incorporated Common Stock (JLL)	ST	179	—	None	$15,001 - $50,000	—	—
DC	—	—	Labcorp Holdings Inc. Common Stock (LH)	ST	180	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Live Nation Entertainment, Inc. Common Stock (LYV)	ST	181	—	Capital Gains	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Markel Group Inc. Common Stock (MKL)	ST	182	—	None	$50,001 - $100,000	—	—
DC	—	—	Martin Marietta Materials, Inc. Common Stock (MLM)	ST	183	—	Capital Gains, Dividends	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Morningstar, Inc. - Common Stock (MORN)	ST	184	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Nasdaq, Inc. - Common Stock (NDAQ)	ST	185	—	Dividends	$15,001 - $50,000	$1 - $200	—
DC	—	—	Paychex, Inc. - Common Stock (PAYX)	ST	186	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	PTC Inc. - Common Stock (PTC)	ST	187	—	Dividends	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Quanta Services, Inc. Common Stock (PWR)	ST	188	—	Capital Gains, Dividends	$1,001 - $15,000	$2,501 - $5,000	—
DC	—	—	Revvity, Inc. Common Stock (RVTY)	ST	189	—	Capital Gains, Dividends	None	$2,501 - $5,000	—
DC	—	—	Service Corporation International Common Stock (SCI)	ST	190	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Signet Jewelers Limited Common Shares (SIG)	ST	191	—	Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Somnigroup International Inc. Common Stock (SGI)	ST	192	—	Capital Gains, Dividends	$50,001 - $100,000	$5,001 - $15,000	—
DC	—	—	STERIS plc (STE)	ST	193	—	Capital Gains, Dividends	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Teledyne Technologies Incorporated Common Stock (TDY)	ST	194	—	Capital Gains	$1,001 - $15,000	$2,501 - $5,000	—
DC	—	—	The Middleby Corporation - Common Stock (MIDD)	ST	195	—	None	$15,001 - $50,000	—	—
DC	—	—	Toro Company (TTC)	ST	196	—	Capital Gains, Dividends	None	$201 - $1,000	—
DC	—	—	Tractor Supply Company - Common Stock (TSCO)	ST	197	—	Dividends	$50,001 - $100,000	$201 - $1,000	—
DC	—	—	Trimble Inc. - Common Stock (TRMB)	ST	198	—	None	$15,001 - $50,000	—	—
DC	—	—	U.S. Treasury bond	GS	199	—	Interest	$1,000,001 - $5,000,000	$15,001 - $50,000	—
DC	—	—	Viking Holdings Ltd Ordinary Shares (VIK)	ST	200	—	Capital Gains	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	ST	201	—	Capital Gains, Dividends	$50,001 - $100,000	$1,001 - $2,500	—
DC	—	—	Anne Arundel Cnty MD; 5%; Due 10/1/2028	GS	202	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Baltimore Cnty MD Consol Public Impt 5%; Due 3/1/2027	GS	203	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Baltimore, MD Revenue Wastewater Series B	GS	204	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Brunswick, MD, bond	GS	205	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Connecticut St Health & Educational Ser-L	GS	206	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Illinois State, bond	GS	207	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Indianapolis, IN Local Public, bond	GS	208	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Maryland State Department of Transportation 5%; Due 12/1/2028	GS	209	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Maryland State Health & Higher Educational	GS	210	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Maryland State, bond	GS	211	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Montgomery County, MD, bond	GS	212	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Pennsylvania St Turnpike Ser A; 4%; Due 12/1/2028	GS	213	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Prince George's County, MD, bond	GS	214	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Prince George's County, MD, bond; 4%; Due 7/1/2032	GS	215	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Providence, RI, bond	GS	216	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	University Systems of Maryland Auxiliary	GS	217	—	Interest	$1,001 - $15,000	$201 - $1,000	—
DC	—	—	Washington, MD Suburban Sanitary District	GS	218	—	Interest	$15,001 - $50,000	$201 - $1,000	—
DC	—	—	Worcester County, MD, bond	GS	219	—	Interest	$1,001 - $15,000	$201 - $1,000	—
—	—	—	Wells Fargo - Checking	BA	220	—	None	$15,001 - $50,000	—	—
JT	—	—	Allspring 100% Treasury Money Market	BA	221	—	Interest	$5,000,001 - $25,000,000	$100,001 - $1,000,000	—
JT	—	—	Anne Arundel County, MD Special Obligation - Refunding National Business Park	GS	222	DTD 06/07/18 5.00% 07/01/2025	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	BALTIMORE MD PROJ REVENUE SUB-WST WTR PROJ- SER A	GS	223	DTD 02/09/17 5.00% 07/01/2025	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	Black Belt Energy Gas Dist AL Ser D1	GS	224	DTD 7/1/22; Due 7/1/2052	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	Cecil County, MD, bond	GS	225	DTD 12/14/17 5.00% 08/01/2028	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Charles County, MD, bond	GS	226	DTD 09/30/14 5.00% 10/01/2024	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Howard County, MD, bond	GS	227	DTD 03/30/16 5.00% 02/15/2024	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Johnson & Miami County, bond	GS	228	DTD 03/01/21 1.28% 09/01/2028	Interest	$100,001 - $250,000	$1,001 - $2,500	—
JT	—	—	Kaufman County, TX, bond	GS	229	DTD 09/01/16 4.00% 02/15/2026	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Kentucky Cnty TX Road, bond	GS	230	DTD 02/08/17 5.00% 04/01/2031	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Manhattan KS Ref- Ser-A	GS	231	DTD 06/05/23 5.00% 11/01/2026	Interest	$50,001 - $100,000	$2,501 - $5,000	—
JT	—	—	Maryland St First Series	GS	232	DTD 06/22/16 4.00% 06/01/2030	Interest	$50,001 - $100,000	$1,001 - $2,500	—
JT	—	—	Maryland St Stadium Auth Revenue Ser A	GS	233	DTD 07/06/23 5.00% 03/01/2032	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	Maryland State Department of Transportation	GS	234	DTD 10/22/20 5.00% 10/01/2025	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Maryland State Health & Higher Educational - Ref-Peninsula Regional Health	GS	235	DTD 05/13/20 5.00% 07/01/2029	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	Montgomery County, MD Ref-Ser B	GS	236	DTD 08/05/20 4.00% 11/01/2024	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	New Jersey Educational Fac Aut Rev Ser A	GS	237	DTD 04/05/22 5.00% 07/01/2029	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Prince George's County, MD Cops Hampton Park	GS	238	DTD 06/06/19 5.00% 10/01/2028	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	University System of Maryland Auxiliary Facility and Tuition Rev bond	GS	239	DTD 02/24/21 5.00% 04/01/2030	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Vanguard Limited-Term Tax-Exempt Fund	MF	240	—	None	$50,001 - $100,000	—	—
JT	—	—	Washington MD Suburban San Dis Cons Public Impt	GS	241	DTD 04/29/14 4.00% 06/01/2039	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	Washington State Health Care Facilities, bond	GS	242	DTD 08/21/19 5.00% 08/01/2026	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Washington Suburban Sanitary District, MD	GS	243	DTD 12/02/14 4.00% 06/01/2025	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Wicomico County, MD, bond	GS	244	DTD 11/03/15 5.00% 11/01/2024	Interest	$100,001 - $250,000	$2,501 - $5,000	—
JT	—	—	Worcester Cnty MD Consol Public Impt	GS	245	DTD 04/16/19 5.00% 08/01/2029	Interest	$100,001 - $250,000	$5,001 - $15,000	—
JT	—	—	Indiabulls Real Estate Ltd Sponsored GDR Reg S (real estate)	OT	246	ADR stock	None	None	—	—
SP	—	—	Invesco QQQ Trust, Series 1 (QQQ)	EF	247	—	Tax-Deferred	$500,001 - $1,000,000	—	—
SP	—	—	Virtus Tactical AllocationFund Class A (NAINX)	MF	248	—	Tax-Deferred	$50,001 - $100,000	—	—
SP	—	—	Wells Fargo - Cash	IH	249	—	Tax-Deferred	$50,001 - $100,000	—	—
—	—	—	Wells Fargo Money Market Fund Class A Shares (STGXX)	MF	250	Money Market	Tax-Deferred	$50,001 - $100,000	—	—

liabilities (4)

debtor	comment	creditor	incurred	location	rate term	row number	amount range	liability type
JT	—	Wells Fargo	October 2024	—	—	1	$1,000,001 - $5,000,000	Portfolio Loan
—	—	Wells Fargo	December 2023	—	—	2	$1,000,001 - $5,000,000	Portfolio Loan
JT	—	Family Investments LLC - Family Trust	2011	—	—	3	$1,000,001 - $5,000,000	Investment Loan
JT	—	St. Simons Bank & Trust	2021	—	—	4	$1,000,001 - $5,000,000	Mortgage (investment/rental property)

Original filing document