Explore the public record ↗

GEORGE ZINN

STATE BOARD/COMMISSION MEMBER · INVESTMENT BOARD, ST

← Washington filings

Filed Apr 9, 2024 · Period Jan 1, 2023 – Dec 31, 2023

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
SavingsWells Fargobank accountfiler$200,000 – $499,999$0 – $29,999
CheckingWells Fargobank accountfiler$100,000 – $199,999$0 – $29,999
StocksSchwabinvestmentfiler$1,000,000 or moreNot reported
Stocks, BondsMorgan Stanleyinvestmentfiler$500,000 – $749,999Not reported
Stocks, Bonds, Mutual FundsFidelity-National Financial Servicesinvestmentfiler$1,000,000 or moreNot reported
Mutual FundsVanguardinvestmentfiler$750,000 – $999,999Not reported
stocksComputershareinvestmentfiler$200,000 – $499,999Not reported
StocksEQ Shareowner Servicesinvestmentfiler$100,000 – $199,999Not reported
BondsTreasury Directinvestmentfiler$60,000 – $99,999Not reported
StocksAmerican Sock Transferinvestmentfiler$0 – $29,999Not reported
CheckingBank of Montrealbank accountfiler$0 – $29,999Not reported
Microsoft · MSFTPersonalstocksfiler$1,000,000 or more$60,000 – $99,999
   Vanguard Institutional Index Fund Institutional Plus Shares · VIIXPersonalstocksfiler$1,000,000 or moreNot reported
   Vanguard Short-Term Bond Index Fd Instl Plus · VBIPXPersonalstocksfiler$1,000,000 or moreNot reported
   BTC SHRT-TERM INV · UZ1NPersonalstocksfiler$1,000,000 or more$0 – $29,999
   BTC LP IDX 2030 N & M · UDHHPersonalstocksfiler$1,000,000 or moreNot reported
   Vanguard FTSE All-World ex-US Index Fund Insti Shs · VFWSXPersonalstocksfiler$1,000,000 or moreNot reported
   McDonald's Corporation · MCDPersonalstocksfiler$100,000 – $199,999$0 – $29,999
   Yum! Brands, Inc. · YUMCPersonalstocksfiler$60,000 – $99,999$0 – $29,999
   Vanguard Short-Term Investment Grade Fund Admiral Shrs · VFSUXPersonalstocksfiler$200,000 – $499,999Not reported
   Vanguard Total International Stock Index Portfolio · VGTSXPersonalstocksfiler$200,000 – $499,999Not reported
   HONEYWELL INTERNATIONAL INC. · HONPersonalstocksfiler$100,000 – $199,999$0 – $29,999
   Vanguard High-Yield Corporate Fund Admiral Shares · VWEAXPersonalstocksfiler$500,000 – $749,999Not reported
   iShares National Muni Bond ETF · MUBPersonalstocksfiler$100,000 – $199,999Not reported
   Schwab Short-Term US Treasury ETF · SCHOPersonalstocksfiler$100,000 – $199,999Not reported
   PIMCO Fds, Pacific Inv Management Ser All Asset All Authority Fd · PAUIXPersonalstocksfiler$200,000 – $499,999Not reported
   Comerica Incorporated · CMAPersonalstocksfiler$60,000 – $99,999$0 – $29,999
   JPMorgan Chase & Co. · JPMPersonalstocksfiler$100,000 – $199,999$0 – $29,999
   Kelly Services, Inc. · KELY A & BPersonalstocksfiler$60,000 – $99,999$0 – $29,999
FIDELITY GOVERNMENT MONEY MARKET · SPAXXPersonalstocksfiler$100,000 – $199,999$0 – $29,999
   Bank of America Corp · BACPersonalstocksfiler$60,000 – $99,999$0 – $29,999
   Exxon Mobil Corporation · XOMPersonalstocksfiler$100,000 – $199,999$0 – $29,999
   ABBVIE INC 3.200% 05/14/26 · 00287YAY5Personalstocksfiler$30,000 – $59,999$0 – $29,999
   Duke Energy Corp Depositary Shs Repr 1/1000th Cum Red Perp Pfd R · DUK-APersonalstocksfiler$30,000 – $59,999$0 – $29,999
   First Republic Bank Deposit Shs Repr 1/40th Red Perp Pfd Shs Ser · FRC-IPersonalstocksfiler$30,000 – $59,999$0 – $29,999
   SPDR Gold Trust · GLDPersonalstocksfiler$30,000 – $59,999Not reported
   JPMORGAN CHASE & CO FXD TO 112022 VAR THRAFTR 4.6250% · 112022Personalstocksfiler$30,000 – $59,999$0 – $29,999
   Wells Fargo & Company Deposit Shs Repr 1/1000th 5.85 % Non-Cum P · WFC-QPersonalstocksfiler$30,000 – $59,999$0 – $29,999
   Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund · VDIGXPersonalstocksfiler$30,000 – $59,999Not reported
   SAN FRANCISCO CALIF CITY & CNT 5.000% 11/01/25 · 79765RVB2Personalstocksfiler$30,000 – $59,999$0 – $29,999
   CALIFORNIA ST 5.000% 12/01/28 · 13063CHY9Personalstocksfiler$0 – $29,999$0 – $29,999
   Lowe's Companies, Inc. · LOWPersonalstocksfiler$30,000 – $59,999$0 – $29,999
   Aon Plc Class A · AONPersonalstocksfiler$0 – $29,999$0 – $29,999
   BANK OF AMERICA CORP FXD TO 032028 VAR THRAFTR 5.8750% · 032028Personalstocksfiler$0 – $29,999$0 – $29,999
   Raytheon Technologies Corporation · RTXPersonalstocksfiler$0 – $29,999$0 – $29,999
   OCCIDENTAL PETROLEUM CORPORATION · OXYPersonalstocksfiler$100,000 – $199,999$0 – $29,999
   Newmont Corporation · NEMPersonalstocksfiler$0 – $29,999$0 – $29,999
   iShares Silver Trust · SLVPersonalstocksfiler$0 – $29,999Not reported
   IDEXX Laboratories, Inc. · IDXXPersonalstocksfiler$0 – $29,999$0 – $29,999
   Eaton Corp. Plc · ETNPersonalstocksfiler$0 – $29,999$0 – $29,999
   SAP SE Sponsored ADR · SAPPersonalstocksfiler$0 – $29,999$0 – $29,999
   Bristol-Myers Squibb Company · BMYPersonalstocksfiler$0 – $29,999$0 – $29,999
   CSX Corporation · CSXPersonalstocksfiler$30,000 – $59,999$0 – $29,999
   Merck & Co., Inc. · MRKPersonalstocksfiler$0 – $29,999$0 – $29,999
   Comcast Corporation Class A · CMCSAPersonalstocksfiler$0 – $29,999$0 – $29,999
   Standex International Corporation · SXIPersonalstocksfiler$0 – $29,999$0 – $29,999
   Johnson & Johnson · JNJPersonalstocksfiler$0 – $29,999$0 – $29,999
   Wells Fargo & Company · WFCPersonalstocksfiler$0 – $29,999$0 – $29,999
   DuPont de Nemours, Inc. · DDPersonalstocksfiler$0 – $29,999$0 – $29,999
   Dow, Inc. · DOWPersonalstocksfiler$0 – $29,999$0 – $29,999
   Prudential Financial, Inc. · PRUPersonalstocksfiler$0 – $29,999$0 – $29,999
   iShares North American Natural Resources ETF · IGEPersonalstocksfiler$0 – $29,999Not reported
   Coca-Cola Company · KOPersonalstocksfiler$0 – $29,999$0 – $29,999
   General Dynamics Corporation · GDPersonalstocksfiler$0 – $29,999$0 – $29,999
   Vanguard Utilities ETF · VPUPersonalstocksfiler$0 – $29,999Not reported
   iShares S&P GSCI Commodity Indexed Trust · GSGPersonalstocksfiler$100,000 – $199,999Not reported
   Intel Corporation · INTCPersonalstocksfiler$0 – $29,999$0 – $29,999
   Sirius XM Holdings, Inc. · SIRIPersonalstocksfiler$0 – $29,999$0 – $29,999
   FDIC INSURED DEPOSIT AT FIFTH THIRD · QPIKPPersonalstocksfiler$0 – $29,999$0 – $29,999
   Bank of New York Mellon Corp Deposit Shs Repr 1/4000 5.2 % Non C · BK-CPersonalstocksfiler$0 – $29,999$0 – $29,999
   Corteva Inc · CTVAPersonalstocksfiler$0 – $29,999$0 – $29,999
   iShares China Large-Cap ETF · FXIPersonalstocksfiler$0 – $29,999Not reported
   Eaton Vance Tax-Managed Global Diversified Equity Income Fund · EXGPersonalstocksfiler$0 – $29,999Not reported
   Vanguard Global ex-U.S. Real Estate ETF · VNQIPersonalstocksfiler$0 – $29,999Not reported
   American International Group, Inc. · AIGPersonalstocksfiler$0 – $29,999$0 – $29,999
   Boeing Company · BAPersonalstocksfiler$0 – $29,999$0 – $29,999
   Nutanix, Inc. Class A · NTNXPersonalstocksfiler$0 – $29,999$0 – $29,999
   Weyerhaeuser Company · WYPersonalstocksfiler$0 – $29,999$0 – $29,999
   Vanguard Real Estate ETF · VNQPersonalstocksfiler$0 – $29,999Not reported
   Biogen Inc. · BIIBPersonalstocksfiler$0 – $29,999$0 – $29,999
   Otis Worldwide Corporation · OTISPersonalstocksfiler$0 – $29,999$0 – $29,999
   AT&T Inc. · TPersonalstocksfiler$0 – $29,999$0 – $29,999
   Walt Disney Company · DISPersonalstocksfiler$0 – $29,999$0 – $29,999
   Carrier Global Corp. · CARRPersonalstocksfiler$0 – $29,999$0 – $29,999
   Mercury Systems, Inc. · MRCYPersonalstocksfiler$0 – $29,999$0 – $29,999
   Chemours Co. · CCPersonalstocksfiler$0 – $29,999$0 – $29,999
   Agnico Eagle Mines Limited · AEMPersonalstocksfiler$0 – $29,999$0 – $29,999
   Devon Energy Corporation · DVNPersonalstocksfiler$0 – $29,999$0 – $29,999
   Morgan Stanley Institutional Liquidity Funds Government Portfolio · MVRXXPersonalstocksfiler$0 – $29,999Not reported
   Marathon Oil Corporation · MROPersonalstocksfiler$0 – $29,999$0 – $29,999
   Kinder Morgan Inc Class P · KMIPersonalstocksfiler$0 – $29,999$0 – $29,999
   Fidelity Government Cash Reserves Shs of Benef Interest · FDRXXPersonalstocksfiler$0 – $29,999$0 – $29,999
   iShares 0-5 Year Investment Grade Corporate Bond ETF · SLQDPersonalstocksfiler$0 – $29,999Not reported
   Nestle S.A. Sponsored ADR · NSRGYPersonalstocksfiler$0 – $29,999$0 – $29,999
   Kroger Co. · KRPersonalstocksfiler$0 – $29,999$0 – $29,999
   Charles Schwab Family of Funds Value Advantage Money Fund Invest · SWVXXPersonalstocksfiler$0 – $29,999$0 – $29,999
facebook · fbPersonalstocksfiler$0 – $29,999Not reported
visa · vPersonalstocksfiler$0 – $29,999Not reported
google · goog & googlPersonalstocksfiler$0 – $29,999Not reported
paypal · pyplPersonalstocksfiler$0 – $29,999Not reported
global payments · gpnPersonalstocksfiler$0 – $29,999Not reported
cigna · ciPersonalstocksfiler$0 – $29,999Not reported
tencent · tcehyPersonalstocksfiler$0 – $29,999Not reported
jd com · jdPersonalstocksfiler$0 – $29,999Not reported
danaher · dhrPersonalstocksfiler$0 – $29,999Not reported
medtronic · mdtPersonalstocksfiler$0 – $29,999Not reported
amazon · amznPersonalstocksfiler$0 – $29,999Not reported
alibaba · babaPersonalstocksfiler$0 – $29,999Not reported
centene · cncPersonalstocksfiler$0 – $29,999Not reported
transunion · truPersonalstocksfiler$0 – $29,999Not reported
willis towers watson · wltwPersonalstocksfiler$0 – $29,999Not reported
workday · wdayPersonalstocksfiler$0 – $29,999Not reported
cit group · citPersonalstocksfiler$0 – $29,999Not reported
texas pacific land corp · tplPersonalstocksfiler$0 – $29,999Not reported
salesforce · crmPersonalstocksfiler$0 – $29,999Not reported
intercontinental exchange · icePersonalstocksfiler$0 – $29,999Not reported
becton dickinson · bdxPersonalstocksfiler$0 – $29,999Not reported
franco nevada corp · fnvPersonalstocksfiler$0 – $29,999Not reported
ishares msci usa min · usmvPersonalstocksfiler$0 – $29,999Not reported
hartford dividend · hdgixPersonalstocksfiler$30,000 – $59,999Not reported
harding loevner · hlmixPersonalstocksfiler$30,000 – $59,999Not reported
dodge and cox stock · dodgxPersonalstocksfiler$0 – $29,999Not reported
amg yacktman · yackxPersonalstocksfiler$0 – $29,999Not reported
principal midcap · pcbixPersonalstocksfiler$30,000 – $59,999Not reported
hartford balanced · hblixPersonalstocksfiler$0 – $29,999Not reported
calamos growth and income · cgiixPersonalstocksfiler$0 – $29,999Not reported
lord abbett short duration · ldlfxPersonalstocksfiler$0 – $29,999Not reported
calamos convertible · cicvxPersonalstocksfiler$0 – $29,999Not reported
lord abbett ultra short · lubfxPersonalstocksfiler$0 – $29,999Not reported
Illinois Tool Works · ITWPersonalstocksfiler$100,000 – $199,999Not reported
Vang Sm Cap Idx ADM · VSMAXPersonalstocksfiler$100,000 – $199,999Not reported
Loomis Sayles Ltd Term Govt Y$ · NELYXPersonalstocksfiler$60,000 – $99,999Not reported
Schwab Target 2030 Index · SWYEXPersonalstocksfiler$0 – $29,999Not reported
American Electric Power · AEPPersonalstocksfiler$0 – $29,999Not reported
BCE INC · BCEPersonalstocksfiler$0 – $29,999Not reported
Duke Energy · DUKPersonalstocksfiler$0 – $29,999Not reported
Hess Corp · HESPersonalstocksfiler$0 – $29,999Not reported
Ingredion Inc · INGRPersonalstocksfiler$0 – $29,999Not reported
Mondelez · MDLZPersonalstocksfiler$0 – $29,999Not reported
Motorola · MOTPersonalstocksfiler$0 – $29,999Not reported
Northrup Grumman · NOCPersonalstocksfiler$0 – $29,999Not reported
Oneok Corp · OKEPersonalstocksfiler$0 – $29,999Not reported
Procter & Gamble · PGPersonalstocksfiler$0 – $29,999Not reported
MS India Invest FD · IIFPersonalstocksfiler$0 – $29,999Not reported
BR Low Dur Bond · BLDAXPersonalstocksfiler$0 – $29,999Not reported
BL ALT Multi Strat · BXMIXPersonalstocksfiler$0 – $29,999Not reported
Del Intl Val · DEGIXPersonalstocksfiler$0 – $29,999Not reported
FID ADV Insights · FNIAXPersonalstocksfiler$0 – $29,999Not reported
JHF Seaport Long/Short · JSFBXPersonalstocksfiler$0 – $29,999Not reported
Hancock Classic Value A · PZFVXPersonalstocksfiler$0 – $29,999Not reported
LAZ DEV MKTS · LDMOXPersonalstocksfiler$0 – $29,999Not reported
Matt Jap Inv · MJFOXPersonalstocksfiler$0 – $29,999Not reported
Nuv Intl Valu · NAIGXPersonalstocksfiler$0 – $29,999Not reported
Pim Comm Real Ret · PCRAXPersonalstocksfiler$0 – $29,999Not reported
Victory RS Partners A · RSPFXPersonalstocksfiler$0 – $29,999Not reported
Victory RS Value A · RSVAXPersonalstocksfiler$0 – $29,999Not reported
Voya Midcap oppt A · NMCAXPersonalstocksfiler$0 – $29,999Not reported
West Asset Core Bond A · WABAXPersonalstocksfiler$0 – $29,999Not reported
Ishares MSCI JAp Etf · EWJPersonalstocksfiler$0 – $29,999Not reported
Ishares Russell 1000 GRWTH ETF · IWFPersonalstocksfiler$0 – $29,999Not reported
Russell Value 1000 ETF · IWDPersonalstocksfiler$0 – $29,999Not reported
Russell 2000 Value ETF\ · IWNPersonalstocksfiler$0 – $29,999Not reported
Allspring SPCL Mdcp VL A · WFPAXPersonalstocksfiler$0 – $29,999Not reported
Amer Beacon AHL MNGD Fut Strat · AHLAXPersonalstocksfiler$0 – $29,999Not reported
Causeway Emg Mkt · CEMVXPersonalstocksfiler$0 – $29,999Not reported
DEL VAL A · DDVAXPersonalstocksfiler$0 – $29,999Not reported
DWS Enh Comm Strat · SKNRXPersonalstocksfiler$0 – $29,999Not reported
EV Inc Fund Boston A · EVIBXPersonalstocksfiler$0 – $29,999Not reported
Edgewood Growth Retail · EGFFXPersonalstocksfiler$0 – $29,999Not reported
hARD lOEV emg mkt · HLMNXPersonalstocksfiler$0 – $29,999Not reported
hARD lOEV iNTL eQTY · hlmnxPersonalstocksfiler$0 – $29,999Not reported
Hartford Intl Val A · HILAXPersonalstocksfiler$0 – $29,999Not reported
Hart MidCap A · HFMCXPersonalstocksfiler$0 – $29,999Not reported
Hart Sm Cap A · HSLAXPersonalstocksfiler$0 – $29,999Not reported
Hancock Intl Grwth · GOIGXPersonalstocksfiler$0 – $29,999Not reported
JPM Val Adv A · JVAAXPersonalstocksfiler$0 – $29,999Not reported
Met West Tot Ret BD M · MWTRXPersonalstocksfiler$0 – $29,999Not reported
Oakmark Intl Investor · OAKIXPersonalstocksfiler$0 – $29,999Not reported
PGIM Hi Yld A · PBHAXPersonalstocksfiler$0 – $29,999Not reported
Pim Low Duration · PFIAXPersonalstocksfiler$0 – $29,999Not reported
WAMCO Core Plus Bd A · WAPAXPersonalstocksfiler$0 – $29,999Not reported
RPM Intl Inc · RPMPersonalstocksfiler$0 – $29,999Not reported
Yack Fd Cl I · YACKXPersonalstocksfiler$0 – $29,999Not reported
Calamos Conv Fd Cl I · CICVXPersonalstocksfiler$0 – $29,999Not reported
Calamos Grwth&Inc Fd Cl I · CGIIXPersonalstocksfiler$30,000 – $59,999Not reported
Dodge&Cox Stk Fd CL I · DODGXPersonalstocksfiler$30,000 – $59,999Not reported
Verizon · VZPersonalstocksfiler$30,000 – $59,999Not reported
CMS Energy · CMSPersonalstocksfiler$0 – $29,999Not reported
Kellogg · KPersonalstocksfiler$0 – $29,999Not reported
UBS Grp Ag · UBSPersonalstocksfiler$0 – $29,999Not reported
Morgan Stanley · MSPersonalstocksfiler$0 – $29,999Not reported
Lumen Tech Inc · LUMNPersonalstocksfiler$0 – $29,999Not reported
Vodaphone · VODPersonalstocksfiler$0 – $29,999Not reported
Brit Amer Tob · BTIPersonalstocksfiler$0 – $29,999Not reported
NCR COrp · NCRPersonalstocksfiler$0 – $29,999Not reported
Tupperware Brands Corp · TUPPersonalstocksfiler$0 – $29,999Not reported
UST Note 05/24 · 912828WJ5Personalstocksfiler$200,000 – $499,999$0 – $29,999
Embecta Corp · EMBCPersonalstocksfiler$0 – $29,999$0 – $29,999
1st Cit S Bk SH · FCNCAPersonalstocksfiler$0 – $29,999$0 – $29,999
Franco Nev Corp · FNVPersonalstocksfiler$0 – $29,999$0 – $29,999
Meta Platforms inc · METAPersonalstocksfiler$0 – $29,999$0 – $29,999
Tencent ADR · TCEHYPersonalstocksfiler$0 – $29,999$0 – $29,999
Series I Savings Bond · (No ticker)Personalstocksfiler$30,000 – $59,999$0 – $29,999
Col Dic Core Cl A · aqeaxPersonalstocksfiler$60,000 – $99,999Not reported
VANG 500 IDX · vffsxPersonalstocksfiler$200,000 – $499,999Not reported
FID Low Duration · FLDRPersonalstocksfiler$60,000 – $99,999Not reported
Not Priced Today Bond Ladder Indicator Icon FIRST CTZNS BK &TR CO RALEIGH CD 4.50000% 10/21/2024 4.500% 10/21/2024 · 319477AL9Personalstocksfiler$30,000 – $59,999Not reported
WELLS FARGO BANK NATL ASSN CD 4.40000% 04/22/2024 4.400% 04/22/2024 · 9497632T2Personalstocksfiler$30,000 – $59,999Not reported
WELLS FARGO BANK NATL ASSN CD 4.50000% 10/21/2024 4.500% 10/21/2024 · 9697632V7Personalstocksfiler$30,000 – $59,999Not reported
DISCOVER BK CD 4.80000% 05/15/2024 4.800% 05/15/2024 · 254673Z41Personalstocksfiler$30,000 – $59,999Not reported
DISCOVER BK CD 4.90000% 11/15/2024 4.900% 11/15/2024 · 254673Z58Personalstocksfiler$30,000 – $59,999Not reported
MORGAN STANLEY PRIVATE BK NATL CD 5.50000% 03/27/2025 5.500% 03/27/2025 · 61768EZK2Personalstocksfiler$200,000 – $499,999Not reported
UNITED STATES TREAS NTS NOTE 2.37500% 08/15/2024 2.375% 08/15/2024 · 912828D56Personalstocksfiler$200,000 – $499,999Not reported
WELLS FARGO BANK NATL ASSN CD 5.30000% 09/26/2025 5.300% 09/26/2025 · 949764GF5Personalstocksfiler$200,000 – $499,999Not reported
WELLS FARGO BANK NATL ASSN CD 5.50000% 09/24/2024 5.500% 09/24/2024 · 949764GG3Personalstocksfiler$200,000 – $499,999Not reported
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ET · spsbPersonalstocksfiler$200,000 – $499,999Not reported
Loomis Sayles Limited Term Gv · LGANXPersonalstocksfiler$60,000 – $99,999Not reported
Mastercard · MAPersonalstocksfiler$30,000 – $59,999$0 – $29,999
3M · MMMPersonalstocksfiler$0 – $29,999$0 – $29,999
stocks, bonds, securities, commodities,currenciesInteractive Brokers Groupinvestmentfiler$100,000 – $199,999Not reported
VCFuse Venture Partners Alpha I, Lpself investmentfiler$200,000 – $499,999Not reported
Stocks, Bonds, FundsRaymond Jamesinvestmentfiler$500,000 – $749,999Not reported
Yacktman · yackxstocksfiler$0 – $29,999Not reported
Calamos Convert · cicvxstocksfiler$0 – $29,999Not reported
CMS Energy · cmsstocksfiler$0 – $29,999Not reported
British Tobacco · btistocksfiler$0 – $29,999Not reported
dodge and cox · dodgxstocksfiler$0 – $29,999Not reported
Harding Intl · hlmixstocksfiler$0 – $29,999Not reported
Hartford Div · hdgixstocksfiler$0 – $29,999Not reported
ishares MSCI · usmvstocksfiler$0 – $29,999Not reported
kellogg · kstocksfiler$0 – $29,999Not reported
Lumen · lumnstocksfiler$0 – $29,999Not reported
MSDW · MSstocksfiler$0 – $29,999Not reported
NCR · NCRstocksfiler$0 – $29,999Not reported
Principal MidCap · PCBIXstocksfiler$0 – $29,999Not reported
RPM Intl · RPMstocksfiler$0 – $29,999Not reported
Tupperware · TUPstocksfiler$0 – $29,999Not reported
UBS · UBSstocksfiler$0 – $29,999Not reported
Vodaphone · VODstocksfiler$0 – $29,999Not reported
Taiwan Semi · TSMstocksfiler$30,000 – $59,999Not reported
Hedge FundMeridan Capital LLCself investmentfiler$500,000 – $749,999Not reported
PEForge Healthself investmentfiler$200,000 – $499,999Not reported
HSAOptum Financial Bankinvestmentfiler$60,000 – $99,999Not reported
SAFECrowdSwap, Inc.self investmentfiler$60,000 – $99,999Not reported
CoinsGeorge Zinnotherfiler$0 – $29,999Not reported
LoanGeorge Pessotherfiler$200,000 – $499,999$0 – $29,999

Open original PDC disclosure ↗