| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2025 | LYNAS RARE EARTHS LTD |
2nd Quarter (Apr 1 - June 30) AMENDED |
$60,000 | — | |
| 2025 | DEEP REACH TECHNOLOGY, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$15,000 | — | |
| 2025 | ODYSSEY MARINE EXPLORATION, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | LYNAS RARE EARTHS LTD |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | — | |
| 2025 | MOANA MINERALS INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$30,000 | — | |
| 2025 | BP AMERICA INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$60,000 | — | |
| 2025 | TCOM LP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | — | |
| 2025 | DEEP REACH TECHNOLOGY, INC. |
4th Quarter (Oct 1 - Dec 31) Registration |
— | — | |
| 2025 | ODYSSEY MARINE EXPLORATION, INC. |
4th Quarter (Oct 1 - Dec 31) Registration |
— | — | |
| 2025 | BP AMERICA INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| MOANA MINERALS INC. | 14 | $390,000 |
| TCOM LP | 14 | $370,000 |
| LYNAS RARE EARTHS LTD | 8 | $60,000 |
| BP AMERICA INC. | 4 | $120,000 |
| ODYSSEY MARINE EXPLORATION, INC. | 3 | $80,000 |
| DEEP REACH TECHNOLOGY, INC. | 3 | $30,000 |
| Name | Disclosed Prior Position |
|---|---|
| ALEX WARTHEN | |
| MICHAEL ZEHR |