| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days | transaction nature |
|---|
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-9 | Joint | — | Sen. Toomey and his wife made an initial capital contribution to SRI Capital Fund I, LP ("SRI"), a venture capital fund, as part of acquiring a limited partnership interest in SRI. | 50000 | 15001 | SRI Capital Fund I, LP Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund that invests in startup technology companies. | Other | $15,001 - $50,000 | 2018-08-09 | buy | 525 | NON_OPEN_MARKET_TRANSFER |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-8 | Joint | — | Sen. Toomey and his wife made an initial capital contribution to Martinsburg Investors II, LLC (Martinsburg), a private equity real estate fund, as part of acquiring a limited partnership interest in Martinsburg. | 50000 | 15001 | Martinsburg Investors II, LLC Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund | Other | $15,001 - $50,000 | 2018-06-06 | buy | 571 | NON_OPEN_MARKET_TRANSFER |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-7 | Joint | — | Sen. Toomey and his wife made a capital contribution to Martinsburg Investors II, LLC, a private equity real estate fund in which they have a limited partnership interest. | 50000 | 15001 | Martinsburg Investors II, LLC Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund | Other | $15,001 - $50,000 | 2018-08-16 | buy | 520 | NON_OPEN_MARKET_TRANSFER |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-6 | Joint | — | Sen. Toomey and his wife made a capital contribution to Martinsburg Investors II, LLC, a private equity real estate fund in which they have a limited partnership interest. | 50000 | 15001 | Martinsburg Investors II, LLC Company: Equus Capital Partners, Ltd. (Newtown Square, PA) Description: Private equity real estate fund | Other | $15,001 - $50,000 | 2018-10-25 | buy | 470 | NON_OPEN_MARKET_TRANSFER |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-5 | Joint | — | Sen. Toomey and his wife made a capital contribution to SRI Capital Fund I, LP, a venture capital fund in which they have a limited partnership interest. | 15000 | 1001 | SRI Capital Fund I, LP Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund the invests in startup technology companies. | Other | $1,001 - $15,000 | 2019-06-21 | buy | 299 | NON_OPEN_MARKET_TRANSFER |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-4 | Joint | — | Sen. Toomey and his wife made a capital contribution to SRI Capital Fund I, LP, a venture capital fund in which they have a limited partnership interest. | 15000 | 1001 | SRI Capital Fund I, LP Company: SRI Capital (Philadelphia, PA) Description: Venture capital fund that invests in startup technology companies. | Other | $1,001 - $15,000 | 2020-06-19 | buy | 39 | NON_OPEN_MARKET_TRANSFER |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-3 | Joint | — | Foyr is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Foyr Company: Foyr (Singapore, Singapore) Description: Technology company that develops software for interior design and real estate industries. | Non-Public Stock | $1,001 - $15,000 | 2020-01-10 | buy | 155 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-22 | Joint | — | IndianMoney.com is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | IndianMoney.com Company: IndianMoney.com (Bengaluru, India) Description: Financial education and advisory services technology company in India. | Non-Public Stock | $1,001 - $15,000 | 2018-08-22 | buy | 516 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-21 | Joint | — | Fakespot is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Fakespot Company: Fakespot (New York, NY) Description: eCommerce technology company that analyzes the reliability of online reviews. | Non-Public Stock | $1,001 - $15,000 | 2018-08-27 | buy | 512 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-20 | Joint | — | Sports Flashes is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Sports Flashes Company: Sports Flashes (New Delhi, India) Description: Media and technology company that provides sports news and content. | Non-Public Stock | $1,001 - $15,000 | 2018-09-27 | buy | 490 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-2 | Joint | — | Meddo is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Meddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India. | Non-Public Stock | $1,001 - $15,000 | 2020-03-24 | buy | 102 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-19 | Joint | — | Edgetensor is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Edgetensor Company: Edgetensor (Dallas, TX) Description: Artificial intelligence technology company. | Non-Public Stock | $1,001 - $15,000 | 2019-01-29 | buy | 403 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-18 | Joint | — | Sports Flashes is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Sports Flashes Company: Sports Flashes (New Delhi, India) Description: Media and technology company that provides sports news and content. | Non-Public Stock | $1,001 - $15,000 | 2019-02-19 | buy | 388 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-17 | Joint | — | IndianMoney.com is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | IndianMoney.com Company: Suvision Holdings Private Limited (Bengaluru, India) Description: Financial education and advisory services technology company in India. | Non-Public Stock | $1,001 - $15,000 | 2019-02-27 | buy | 382 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-16 | Joint | — | Fitso is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Fitso Company: Jogo Technologies Private Limited (Gurugram, India) Description: Personal fitness and weight loss technology company. | Non-Public Stock | $1,001 - $15,000 | 2019-03-29 | buy | 359 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-15 | Joint | — | Foyr is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Foyr Company: Foyr (Singapore, Singapore) Description: Technology company that develops software for interior design and real estate industries. | Non-Public Stock | $1,001 - $15,000 | 2019-07-09 | buy | 287 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-14 | Joint | — | DreamVu is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | DreamVu Company: DreamVu (San Jose, CA) Description: Technology company that develops camera hardware and software. | Non-Public Stock | $1,001 - $15,000 | 2019-08-09 | buy | 264 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-13 | Joint | — | Meddo is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Meddo Company: Meddo (Gurugram, India) Description: Healthcare technology company that connects patients with healthcare providers and clinics in India. | Non-Public Stock | $1,001 - $15,000 | 2019-09-19 | buy | 235 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-12 | Joint | — | Foyr is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Foyr Company: Foyr (Singapore, Singapore) Description: Technology company that develops software for interior design and real estate industries. | Non-Public Stock | $1,001 - $15,000 | 2019-11-07 | buy | 201 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-11 | Joint | — | Fitso is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Fitso Company: Fitso (Gurugram, India) Description: Personal fitness and weight loss technology company. | Non-Public Stock | $1,001 - $15,000 | 2019-12-11 | buy | 177 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-10 | Self | PHLD | -- | 15000 | 1001 | PHLD - Phillips Edison Grocery Center REIT I | Stock | $1,001 - $15,000 | 2019-07-31 | sell | 271 | OPEN_MARKET |
| senate-e221dafd-ffc8-4d07-856d-46d82f1d5b65-1 | Joint | — | Fakespot is an underlying investment of SRI Capital Fund I, LP ("SRI"), a venture capital fund. Sen. Toomey and his wife have a limited partnership interest in SRI. | 15000 | 1001 | Fakespot Company: Fakespot (New York, NY) Description: eCommerce technology company that analyzes the reliability of online reviews. | Non-Public Stock | $1,001 - $15,000 | 2020-03-31 | buy | 97 | OPEN_MARKET |
