| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | THE POLICY SHOP LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | FIT VENTURES LP |
2nd Quarter (Apr 1 - June 30) Registration |
— | — | |
| 2026 | LOGICAL STRATEGIES LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity) |
— | — | |
| 2026 | NIOCORP DEVELOPMENTS, LTD. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | I-MEI FOODS CO., LTD. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | GREG E. LINDBERG |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity) |
— | — | |
| 2026 | CAPSTONE USA ADVISORY GROUP LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Termination (No Activity) |
— | — | |
| 2026 | THE POLICY SHOP LLC |
2nd Quarter (Apr 1 - June 30) Registration |
— | — | |
| 2026 | I-MEI FOODS CO., LTD. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2026 | NIOCORP DEVELOPMENTS, LTD. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| CAPSTONE USA ADVISORY GROUP LLC | 8 | $300,000 |
| FRED DAIBES | 6 | $1,000,000 |
| LOGICAL STRATEGIES LLC | 5 | $1,200,000 |
| GREG E. LINDBERG | 5 | — |
| I-MEI FOODS CO., LTD. | 4 | $500,000 |
| NIOCORP DEVELOPMENTS, LTD. | 4 | $400,000 |
| THE POLICY SHOP LLC | 2 | — |
| FIT VENTURES LP | 1 | — |
| Name | Disclosed Prior Position |
|---|---|
| KEITH SCHILLER | Keith Schiller served as Deputy Assistant to President Donald Trump and Director of Oval Office Operations from approxi… |
| ROBERT WAYNE SEIDEN | |
| GEORGE SORIAL |