| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | MERCHANTS CAPITAL |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | BERETTA HOLDING S.A. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$200,000 | — | |
| 2026 | EUROPORT, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | VOYAGER TECHNOLOGIES, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | BOSE PUBLIC AFFAIRS OBO EGIS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$40,000 | — | |
| 2026 | CHCI ASSET MANAGEMENT, LC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$80,000 | — | |
| 2026 | DIRECT SUPPLY SENIOR LIVING ADVOCACY, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$60,000 | — | |
| 2026 | ARGENTUM, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | LYTTON RANCHERIA OF CALIFORNIA |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$110,000 | — | |
| 2026 | ZOTEC PARTNERS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — |
| Client | Filings | Total Income |
|---|---|---|
| TENCENT AMERICA LLC | 7 | $2,300,000 |
| LYTTON RANCHERIA OF CALIFORNIA | 7 | $600,000 |
| DIRECT SUPPLY SENIOR LIVING ADVOCACY, INC. | 7 | $370,000 |
| CHCI ASSET MANAGEMENT, LC | 7 | $340,000 |
| RAMPQUEST, INC. ON BEHALF OF GOVRAMP.ORG | 7 | $190,000 |
| ZOTEC PARTNERS | 7 | $160,000 |
| ARGENTUM, INC. | 7 | $120,000 |
| NEXTERA ENERGY, INC. | 6 | $450,000 |
| FOREST COUNTY POTAWATOMI COMMUNITY | 6 | $300,000 |
| CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION | 6 | $300,000 |
| BLANK ROME, LLP OBO ROBERT SMALLEY JR. AND RANDALL SMALLEY | 6 | $100,000 |
| ALIBABA GROUP HOLDING LIMITED | 5 | $240,000 |
| APPLIED RESEARCH INSTITUTE, INC. | 5 | $195,000 |
| DJI TECHNOLOGY, INC. | 5 | $165,000 |
| DELTA DENTAL OF WISCONSIN | 5 | $155,000 |
| DREAM EXCHANGE | 5 | $150,000 |
| GIFTHEALTH | 5 | $120,000 |
| BORIS SHVARTS | 5 | $50,000 |
| SABI, INC. | 5 | $20,000 |
| ELV8, INC. | 5 | $20,000 |
| Name | Disclosed Prior Position |
|---|---|
| ROBERT GOAD | Special Assistant to the President |
| DANIEL KOWALSKI | |
| MARTIN OBST | |
| DAVID SPANTON |