| 2024 | International Assoc of Bridge Structural & Ornamental Iron Workers Local 361 | 990 | Trustee | 1 | $1,400 | $0 | View return |
| 2024 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committee (Thru 09/2024) | 1 | $0 | $0 | View return |
| 2024 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee (Thru 9/24) | 1 | $0 | $0 | View return |
| 2024 | Delta Pilots Medical Trust | 990 | Member, Investment Committee (Thru 9/24) | 1 | $0 | $0 | View return |
| 2024 | Delta Family Care Medical Trust | 990 | Member, Investment Committee (Thru 9/24) | 1 | $0 | $0 | View return |
| 2024 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee (Thru 9/24) | 1 | $0 | $0 | View return |
| 2024 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee (Thru 9/24) | 1 | $0 | $0 | View return |
| 2023 | International Assoc of Bridge Structural & Ornamental Iron Workers Local 361 | 990 | Trustee | 1 | $600 | $0 | View return |
| 2023 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2023 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2023 | Delta Family Care Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2023 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2023 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2023 | Delta Pilots Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | International Assoc of Bridge Structural & Ornamental Iron Workers Local 361 | 990 | Trustee - Eff 6/23 | 1 | $0 | $0 | View return |
| 2022 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | Delta Family Care Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | Delta Pilots Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2022 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Delta Family Care Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Delta Pilots Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2021 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2020 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2020 | Delta Pilots Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2020 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2020 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2020 | Delta Family Care Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2020 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2019 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2019 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2019 | Delta Account-Based Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2019 | Delta Pilots Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2019 | Delta Family Care Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2019 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2018 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2018 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2018 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2018 | Delta Account-Based Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2018 | Delta Pilots Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Delta Account-Based Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Delta Pilots Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Delta Family Care Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2017 | Phi Kappa Psi Fraternity Oregon Beta Chapter | 990 | Vice President | 2 | $0 | $0 | View return |
| 2016 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2016 | Delta Pilots Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2016 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2016 | Delta Account-Based Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2016 | Delta Family Care Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2016 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2015 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2015 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2015 | Delta Family Care Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2015 | Delta Account-Based Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2015 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2015 | Delta Pilots Medical Trust | 990 | Member, Investment Committ | 1 | $0 | $0 | View return |
| 2014 | Northwest Airlines Group Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2014 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2014 | Delta Pilots Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2014 | Delta Family Care Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2014 | Blue Mountain Forest Association | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2014 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2013 | Northwest Airlines Group Medical Trust | 990 | Member Invest Comm | 1 | $0 | $0 | View return |
| 2013 | Northwest Airlines Group Medical Trust | 990 | Member Invest Comm | 1 | $0 | $0 | View return |
| 2013 | Delta Account-Based Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2013 | Delta Pilots Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2013 | Delta Pilots Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2013 | Delta Family Care Disability and Survivorship Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |
| 2013 | Blue Mountain Forest Association | 990 | Director | 2 | $0 | $0 | View return |
| 2013 | Delta Family Care Medical Trust | 990 | Member, Investment Committee | 1 | $0 | $0 | View return |