strategic consulting firm
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | TWENTY TECHNOLOGIES, INC. |
2nd Quarter (Apr 1 - June 30) Registration |
— | — | |
| 2026 | NATIONAL GRID USA SERVICE COMPANY |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Termination (No Activity) |
$50,000 | — | |
| 2026 | INTUIT, INC. AND AFFILIATES (FORMERLY INTUIT, INC.) |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2026 | JOHNSON & JOHNSON SERVICES, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2025 | NORTH FUND |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination (No Activity) |
— | — | |
| 2025 | NATIONAL GRID USA SERVICE COMPANY |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | — | |
| 2025 | JOHNSON & JOHNSON SERVICES, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | INTUIT, INC. AND AFFILIATES (FORMERLY INTUIT, INC.) |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | INTUIT, INC. AND AFFILIATES (FORMERLY INTUIT, INC.) |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$30,000 | — | |
| 2025 | NATIONAL GRID USA SERVICE COMPANY |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$50,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| NORTH FUND | 20 | $900,000 |
| JOHNSON & JOHNSON SERVICES, INC. | 13 | $360,000 |
| INTUIT, INC. AND AFFILIATES (FORMERLY INTUIT, INC.) | 12 | $310,000 |
| NATIONAL GRID USA SERVICE COMPANY | 7 | $300,000 |
| TWENTY TECHNOLOGIES, INC. | 1 | — |
| Name | Disclosed Prior Position |
|---|---|
| RACHEL PEARSON |