| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2025 | THE OPTIONS CLEARING CORPORATION |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$20,000 | — | |
| 2025 | EARNIN |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2025 | FMR LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2025 | RENEW FINANCIAL GROUP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2025 | MARKETAXESS HOLDINGS INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2025 | VIRTU FINANCIAL |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$80,000 | — | |
| 2025 | CBOE BATS, LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | — | |
| 2025 | EARNIN |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$30,000 | — | |
| 2025 | CARTA, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Termination (No Activity) |
— | — | |
| 2025 | THE OPTIONS CLEARING CORPORATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report (No Activity) |
$20,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| CBOE BATS, LLC | 12 | $550,000 |
| RENEW FINANCIAL GROUP | 12 | $340,000 |
| MARKETAXESS HOLDINGS INC. | 12 | $340,000 |
| FMR LLC | 12 | $300,000 |
| VIRTU FINANCIAL | 11 | $720,000 |
| EARNIN | 11 | $340,000 |
| THE OPTIONS CLEARING CORPORATION | 9 | $150,000 |
| MSCI INC. | 8 | $190,000 |
| CARTA, INC. | 3 | $10,000 |
| Name | Disclosed Prior Position |
|---|---|
| KATELYNN BRADLEY | Director of Investor and Capital Markets Policy, House Committee on Financial Services; Senior Counsel, House Committee… |