77 assets, filed Aug 13, 2026 (FD Original).
AA
Alcoa Corporation · Stock (public) · State Street Bank & Trust Co. SP
$15,001 - $50,000
GOOGL
Alphabet Inc. - Class A · Stock (public)
$100,000
GOOGL
Alphabet Inc. - Class A · Stock (public)
$250,000
AMZN
Amazon.com, Inc. · Stock (public) · State Street Bank & Trust Co. SP
$1,001 - $15,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · Kean Family Partnership
$15,001 - $50,000
AMTM
Amentum Holdings, Inc. Common Stock · Stock (public) · State Street Bank & Trust Co. SP
$1,001 - $15,000
AON
Aon plc Class A Ordinary Shares · Stock (public) · Kean Family Partnership
$1,001 - $15,000
AON
Aon plc Class A Ordinary Shares · Stock (public)
$100,000
AAPL
Apple Inc. · Stock (public)
$100,000
BARROW HANLEY PART FD
Hedge fund
$100,000
BARROW HANLEY PART FD
Hedge fund
$500,000
BRK.A
Berkshire Hathaway Inc. · Stock (public)
$100,000
CP
Canadian Pacific Kansas City Limited Common Shares · Stock (public) · Kean Family Partnership
$15,001 - $50,000
Cash
Bank/brokerage account
$100,000
Cash
Bank/brokerage account
$100,000
CB
Chubb Limited · Stock (public)
$100,000
CB
Chubb Limited · Stock (public)
$250,000
CCK
Crown Holdings, Inc. · Stock (public) · Kean Family Partnership
$15,001 - $50,000
DHR
Danaher Corporation Common Stock · Stock (public) · Kean Family Partnership
$1,001 - $15,000
DoForms Inc
Private stock option
$50,001 - $100,000
FTCI FIXED INCOME PARTN FD
Hedge fund
$100,000
FTCI FIXED INCOME PARTN FD
Hedge fund
$1,000,000
FCNCA
First Citizens BancShares, Inc. - Class A Common Stock · Stock (public) · Kean Family Partnership
$1,001 - $15,000
FI
Fiserv, Inc. Common Stock · Stock (public) · Kean Family Partnership
$15,001 - $50,000
FNV
Franco-Nevada Corporation · Stock (public) · Kean Family Partnership
None
GM
General Motors Company · Stock (public) · Kean Family Partnership
$1,001 - $15,000
Greener By Design, LLC
Other liability
$1,000,000
Guardian Life Insurance
WU · Spouse
$250,001 - $500,000
Guardian Life Insurance
WU
$500,001 - $1,000,000
HARDING LOEVNER INTL EQ FD (-)
Hedge fund
$500,000
HEDGE FUND INVTS PARTN FUND
Hedge fund
$500,000
HTLD
Heartland Express, Inc. · Stock (public) · State Street Bank & Trust Co.
$15,001 - $50,000
HWM
Howmet Aerospace Inc. · Stock (public)
$100,000
INTERNATIONAL VALUE EQUITY SECTION
Hedge fund
$250,000
ILMN
Illumina, Inc. - Common Stock · Stock (public) · Kean Family Partnership
$15,001 - $50,000
INTC
Intel Corporation · Stock (public) · State Street Bank & Trust Co.
$15,001 - $50,000
JPM
JP Morgan Chase & Co. · Stock (public)
$100,000
JNJ
Johnson & Johnson · Stock (public)
$500,000
JNJ
Johnson & Johnson · Stock (public)
$250,000
LBTYK
Liberty Global plc - Class C Ordinary Shares · Stock (public) · State Street Bank & Trust Co.
$1,001 - $15,000
LLYVA
Liberty Media Corporation - Series A Liberty Live Common Stock · Stock (public) · State Street Bank & Trust Co.
$1,001 - $15,000
BATRK
Liberty Media Corporation - Series C Liberty Braves · Stock (public) · State Street Bank & Trust Co.
$1,001 - $15,000
LLYVK
Liberty Media Corporation - Series C Liberty Live Common Stock · Stock (public) · State Street Bank & Trust Co.
$1,001 - $15,000
M W GLOBAL PARTNERS LP PARTICIPATION FD
Hedge fund
$100,000
MKL
Markel Corporation · Stock (public)
$250,000
MRK
Merck & Company, Inc. Common Stock · Stock (public)
$100,000
MSFT
Microsoft Corporation · Stock (public) · Kean Family Partnership
$15,001 - $50,000
MSFT
Microsoft Corporation · Stock (public)
$250,000
MDLZ
Mondelez International, Inc. - Class A · Stock (public)
$100,000
NUE
Nucor Corporation · Stock (public)
$250,000
ORCL
Oracle Corporation · Stock (public)
$100,000
PARAMETRIC PARTICIPATION FUND
Hedge fund
$100,000
PARAMETRIC PARTICIPATION FUND
Hedge fund
$1,000,000
PINNACLE ASSOCIATES LTD PARTICIPATION FD
Hedge fund
$500,000
PORTFOLIO ADVISORS VIII PARTICIPANT FUND
Hedge fund
$100,000
PEP
Pepsico, Inc. · Stock (public)
$100,000
Personal Residence
Real property
$5,000,000
Residential Property (Personal Use)
Real property
$500,000
SPGI
S&P Global Inc. · Stock (public)
$100,000
STEPSTONE VC OPPORTUNITIES VII LP
Hedge fund
$100,000
NSRGY
Series B · Stock (public) · State Street Bank & Trust Co.
$15,001 - $50,000
SYK
Stryker Corporation · Stock (public)
$250,000
TTWO
Take-Two Interactive Software, Inc. · Stock (public) · Kean Family Partnership
$1,001 - $15,000
TXN
Texas Instruments Incorporated - Common Stock · Stock (public) · Kean Family Partnership
$15,001 - $50,000
BEEX
The Beehive ETF · Exchange-traded fund
$500,000
U.S. Treasury Notes
Government security · ES Kean Trust FBO 22 Grandchildren
$15,001 - $50,000
United States Treasury Notes
Government security
$250,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
$500,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
$250,000
VCSH
Vanguard Short-Term Corporate Bond ETF · Exchange-traded fund · State Street Bank & Trust Co.
$1,001 - $15,000
VZ
Verizon Communications Inc. · Stock (public)
$100,000
WCM FOCUSED SMALL CAP PARTICIPATION FUND
Hedge fund
$500,000
WBD
Warner Bros. Discovery, Inc. - Series A Common Stock · Stock (public) · State Street Bank & Trust Co. SP
$1,001 - $15,000
WBD
Warner Bros. Discovery, Inc. - Series A Common Stock · Stock (public) · State Street Bank & Trust Co. SP
$1,001 - $15,000
WFC
Wells Fargo & Company · Stock (public) · Wells Fargo IRA
$1,001 - $15,000
NVT
nVent Electric plc Ordinary Shares · Stock (public) · Kean Family Partnership
$15,001 - $50,000
SNRE
representing Class A shares · Stock (public) · State Street Bank & Trust Co.
$15,001 - $50,000