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Holdings

The businesses, funds, insurance and trusts named under Assets on each person's latest Personal Financial Disclosure, ranked by how many people name each. Every count links to the people and what they wrote.

29different trusts named by judges
ACL Family Trustthe most widely named: 1 person
11companies named that also hire a professional lobbyist, held by 14 people
  1. 1ACL Family Trusta trust1 person
  2. 2ADULT CHLD REVOCABLE MEDICAL AND EDUCATIONAL TRUSTa trust1 person
  3. 3Adams Bank and Trusta trust1 person
  4. 4Ajax Trusta trust1 person
  5. 5BOK Trusta trust1 person
  6. 6Bear Spa Draw Revocable Trusta trust1 person
  7. 7D. Saleebey Irrevocable/Beneficiary Trust (contingent beneficiary)a trust1 person
  8. 8Dorothy M. Arendt Trust (lowa Trust)a trust1 person
  9. 9Freitas Family Trusta trust1 person
  10. 10Garrity Family Trusta trust1 person
  11. 11Gregory M. Lammons Trusta trust1 person
  12. 12Howard Hyten Living Trust Dated March 7, 2023a trust1 person
  13. 13Life Insurance Barrett Family Trusta trust1 person
  14. 14M. Laff Irrevocable Trusta trust1 person
  15. 15MFS Heritage Trust (Current Employer)a trust1 person
  16. 16Marianne Kern Trusta trust1 person
  17. 17Marjorie B Perry 2001 Irrevocable Trust FBO Stephena trust1 person
  18. 18Martha G. Recchia Irrevocable Trusta trust1 person
  19. 19Nourafchan-Rosenthal Children's Trusta trust1 person
  20. 20Parkway Trusta trust1 person
  21. 21Samuel H Young Generation Skipping Trusta trust1 person
  22. 22Sprott Gold Trust (PHYS) $5k to $100k; Soundhounda trust1 person
  23. 23Stephen B Perry Irrevocable Insurance Trust did 12/22a trust1 person
  24. 24The Amiel and Kelsey Revocable Living Trusta trust1 person
  25. 25Trusta trust1 person
  26. 26Wall to Wall Living Trusta trust1 person
  27. 27White Family Trusta trust1 person
  28. 28William and Patricia Filip Revocable Trusta trust1 person
  29. 29Woodruff Family Trusta trust1 person

Counts people who name a holding on their latest disclosure; spellings of the same name are grouped (“Northwestern Mutual” and “Northwestern Mutual Life Insurance”). A holding named for a street address isn't listed. “Hires a professional lobbyist”: the name matches a client on a lobbyist's report to the Secretary of State since July 2023.

Misspelled on the disclosure

8 holdings were misspelled. Each disclosure is a public record filed with the Secretary of State and accepted as written; small mistakes like these make a statement harder to search, and a filer can fix them next time.

FilerWritten asShould be
Steven Woodrow
State House District 2
Captial GroupCapital Group (Am. Funds for Growth, 2050 Target)
Carolyn Barnes
Guradian Life InsuranceGuardian Life
Carlos Barron
State House District 48
Minesotta LifeMinnesota Life Insurance
Amy Paschal
State House District 18
Prodential Life InsurancePrudential Life Insurance
Allison Madrigal
ThrivantThrivent
James Xavier Quinn
District Court Judge
TrtansAmericaTransamerica
Sean Camacho
State House District 6
Unnum Group Life InsuranceUnum
Neal Walia
Vangaurd Investment AccountVanguard