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Est. Assets
$6.3M – $20.0M
Assets Disclosed
118
Est. Liabilities
$515K – $1.1M
Positions Held
4
| — |
| Charter Communications, Inc. - Class A Common Stock | spouse | $500,001 - $1,000,000 | — |
| Charter Communications, Inc. Restricted Stock Units, Units Granted 853, Vesting Date 1/15/18 | spouse | $250,001 - $500,000 | — |
| SPDR S&P 500 EIF | filer | $250,001 - $500,000 | — |
| iShares MSCI EAFE Index EIF | filer | $100,001 - $250,000 | — |
| iShares Russell 1000 Value Index EIF | filer | $100,001 - $250,000 | — |
| Calvert Small Cap Fund - DC 529 EIF | filer | $100,001 - $250,000 | — |
| Center Creek Housing Fund I: residential real estate, jacksonville FL (limited partner) | filer | $100,001 - $250,000 | Dividends Capital Gains |
| Charter Communications, Inc. Restricted Stock Units, Units Granted 565, Vesting Date 6/17/19 | spouse | $100,001 - $250,000 | — |
| iShares MSCI Emerging Markets Index EIF | filer | $100,001 - $250,000 | — |
| Cash (held in US account) | filer | $100,001 - $250,000 | — |
| iShares Russell 1000 Index EIF | filer | $100,001 - $250,000 | — |
| iShares Russell 1000 Growth Index EIF | filer | $100,001 - $250,000 | — |
| Vanguard S&P Index Fund EIF | spouse | $50,001 - $100,000 | — |
| iShares Russel Midcap Growth Index EIF | filer | $50,001 - $100,000 | — |
| iShares Russell Midcap Index EIF | filer | $50,001 - $100,000 | — |
| Vanguard Total International Stock Index Fund Institutional Plus Shares EIF | spouse | $50,001 - $100,000 | — |
| JPMCB Smart Retirement Passive Blend 2035 Fund EIF | spouse | $50,001 - $100,000 | — |
| Cablevision, defined benefit plan | spouse | $50,001 - $100,000 | — |
| SPDR S&P 500 ETF EIF | filer | $50,001 - $100,000 | — |
| Cash (held in US Account) | filer | $50,001 - $100,000 | — |
| VIZN energy systems - energy storage/battery company | filer | $50,001 - $100,000 | — |
| SPDR EURO STOXX 50 EIF | filer | $15,001 - $50,000 | — |
| Buckeye Partners, LP | filer | $15,001 - $50,000 | Dividends |
| Vanguard Total Stock Market Index EIF | filer | $15,001 - $50,000 | — |
| Kinder Morgan Inc | filer | $15,001 - $50,000 | Dividends |
| Williams Partners LP | filer | $15,001 - $50,000 | Dividends |
| Vanguard Total Stock EIF | filer | $15,001 - $50,000 | — |
| Vanguard Extended Market Index Fund Institutional Plus Shares EIF | spouse | $15,001 - $50,000 | — |
| iShares Russell 2000 Value Index EIF | filer | $15,001 - $50,000 | — |
| AMC Networks Inc. - Class A Common Stock | spouse | $15,001 - $50,000 | — |
| iShares Russell 2000 Growth Index EIF | filer | $15,001 - $50,000 | — |
| JPMorgan SmartRetirement Blend 2035 EIF | spouse | $15,001 - $50,000 | — |
| State Street Equity 500 Index Fund Class K EIF | spouse | $15,001 - $50,000 | — |
| iShares Russell 1000 Index EIF | filer | $15,001 - $50,000 | — |
| iShares Russell Midcap Index EIF | filer | $15,001 - $50,000 | — |
| Plains All American Pipeline LP | filer | $15,001 - $50,000 | Dividends |
| iShares Russell 2000 Growth Index EIF | filer | $15,001 - $50,000 | — |
| iShares Russell Midcap Growth Index EIF | filer | $15,001 - $50,000 | — |
| iShares MSCI EAFE Index EIF | filer | $15,001 - $50,000 | — |
| iShares MSCI Emerging Markets Index EIF | filer | $15,001 - $50,000 | — |
| Plains All American Pipeline, LP | filer | $15,001 - $50,000 | Dividends |
| Holly Energy Partners, LP | filer | $15,001 - $50,000 | Dividends |
| Vanguard Total Stock Market Index Admiral Shares EIF | filer | $15,001 - $50,000 | — |
| Cash (held in US Account) | filer | $15,001 - $50,000 | — |
| Vanguard Institutional Total Stock Market Index Fund EIF | filer | $15,001 - $50,000 | — |
| Energy Transfer Partners, LP | filer | $15,001 - $50,000 | Dividends |
| Calvert US Total Stock Market Index Portfolio EIF | filer | $1,001 - $15,000 | — |
| Vanguard Tax-Managed Small-Cap Admiral Shares EIF | spouse | $1,001 - $15,000 | — |
| Cash (held in US Account) | spouse | $1,001 - $15,000 | — |
| Vanguard Total Bond Market II Index Fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total International Bond Index Fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total International Stock Index Fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Developed Market Index EIF | filer | $1,001 - $15,000 | — |
| Vanguard Emerging Market Stock Index EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total Bond Market Index EIF | filer | $1,001 - $15,000 | — |
| Vanguard Short-Term Investment-Grade EIF | filer | $1,001 - $15,000 | — |
| Vanguard Short-Term Bon EIF | filer | $1,001 - $15,000 | — |
| FDIC Insured Portfolio EIF | filer | $1,001 - $15,000 | — |
| NuStar Energy LP (stock) | filer | $1,001 - $15,000 | Dividends |
| Buckeye Partners, LP (stock) | filer | $1,001 - $15,000 | Dividends |
| Magellan Midstream Partners LP (stock) | filer | $1,001 - $15,000 | Dividends |
| Pegasus Bank | filer | $1,001 - $15,000 | — |
| NGL Energy Partners LP | filer | $1,001 - $15,000 | Dividends |
| iShares MSCI EAFE Index EIF | filer | $1,001 - $15,000 | — |
| Vanguard Developed Markets Index Admiral EIF | filer | $1,001 - $15,000 | — |
| Vanguard Emerging Market EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total Bond Market Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| Vanguard Short-Term Investment Grade EIF | filer | $1,001 - $15,000 | — |
| Vanguard Short-Term Bond Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| Vanguard Developed Markets Index Admiral EIF | filer | $1,001 - $15,000 | — |
| Vanguard Emerging Markets Stock Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total Bond Market Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| Vanguard Short-Term Investment-Grade EIF | filer | $1,001 - $15,000 | — |
| Vanguard Short-Term Bond Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| vanguard institutional total stock market index fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total International Bond Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| vanguard total bond market II index fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total International Bond Index Admiral Shares EIF | filer | $1,001 - $15,000 | — |
| Vanguard Institutional Total Stock Market Index Fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total International Stock Index Fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total Bond Market II Index Fund EIF | filer | $1,001 - $15,000 | — |
| Vanguard Total International Bond Index Fund EIF | filer | $1,001 - $15,000 | — |
| Calvert College Savings 2019 Portfolio EIF | filer | $1,001 - $15,000 | — |
| Charter Communication, Inc | spouse | — | salary, bonus |
| American Research Capital; finances health research; 25,000 vested Profits Interest Units (value not readily ascertainable) | filer | — | — |
| IRA D 393 | filer | — | — |
| Utah Educational Savings Plan (2) | filer | — | — |
| IRA D 392 | filer | — | — |
| IRA D 821 | filer | — | — |
| DC College Savings Plan 2 | filer | — | — |
| MOST-Missouri's 529 College Savings Plan (2) | filer | — | — |
| CEEFAM Properties LLC | filer | — | — |
| Pluribus Ventures LLC (Consulting) | filer | — | Salary - actual amount for 2016-2017 thru 3/17 |
| US Brokerage Account C 394 | filer | — | — |
| Utah Educational Savings Plan (1) | filer | — | — |
| DC College Savings Plan | filer | — | — |
| MOST - Missouri's 529 College Savings Plan | filer | — | — |
| Family Present Interest Trust | filer | — | — |
| IRA C 159 | spouse | — | — |
| Charter Communications, Inc. Stock Options, Grant Price 142.15, Options Granted 13563, Expiration Date 7/08/2023, Vesting Dates 7/8/14, 7/8/15, 7/8/16, 7/8/17, value not readily ascertainable | spouse | — | — |
| Charter Communications, Inc. Stock Options, Grant Price 150.88, Options Granted 22185, Expiration Date 1/15/2024, Vesting Date 1/15/2017, value not readily ascertainable | spouse | — | — |
| Charter Communications, Inc. Stock Options, Grant Price 175.76, Options Granted 20428, Expiration Date 1/15/2025, Vesting Date 1/15/2018, value not readily ascertainable | spouse | — | — |
| Charter Communications, Inc. Stock Options, Grant Price 183.87, Options Granted 14439, Expiration Date 1/15/2026, Vesting Date 1/15/2019, value not readily ascertainable | spouse | — | — |
| Charter Communications, Inc. Stock Options, Grant Price 221.25, Options Granted 2457, Expiration Date 6/17/2026, Vesting Date 6/17/2019, value not readily ascertainable | spouse | — | — |
| Charter Communications, Inc. Stock Options, Grant Price 242.30, Options Granted 22401, Expiration Date 7/25/2026, Vesting Date 7/25/2019, value not readily ascertainable | spouse | — | — |
| Charter Communications Supplemental Deferred Compensation Plan | spouse | — | — |
| US Brokerage Account F | spouse | — | — |
| 401k Fidelity for Charter Communications | spouse | — | — |
| US Brokerage Account 523 | filer | — | — |
| MOST - Missouri's 529 College Savings Plan (1) | filer | — | — |
| 401k Fidelity Cablevision Corpororation | spouse | — | — |
| Charter Communications, In., stock options, Grant Price 299.61, Options Granted 12009, expiration date 1/17/2027, Vesting Date 1/17/2020, value not readily ascertainable | spouse | — | — |
| Utah Educational Savings Plan (3) | filer | — | — |