| 2024 | Consortium Management Group Inc. | 990 | Director (See Sched O) | 3 | $0 | $0 | View return |
| 2023 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $513,519 | $0 | View return |
| 2023 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2022 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $507,395 | $0 | View return |
| 2022 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2021 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2021 | Belted Galloway Society Inc | 990EZ | President | 8 | $0 | - | View return |
| 2021 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2020 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $527,957 | $0 | View return |
| 2020 | Belted Galloway Society Inc | 990EZ | Vice Preside | 3 | $0 | - | View return |
| 2020 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2019 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $492,786 | $0 | View return |
| 2019 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2019 | Belted Galloway Society Inc | 990EZ | Council | 1 | $0 | - | View return |
| 2019 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2018 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $463,517 | $0 | View return |
| 2018 | Consortium Management Group Inc. | 990 | Director | 3 | $0 | $0 | View return |
| 2018 | Community Campership Council Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $462,906 | $0 | View return |
| 2017 | John R & Mary F Bagley Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2017 | Community Campership Council Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Consortium Management Group Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Consortium for Command Control Communications and Computer Technologies | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $470,800 | $0 | View return |
| 2016 | Keepin IT Real Ministries | 990EZ | Director | 2 | $0 | - | View return |
| 2016 | San Marcos Rotary Club | 990EZ | Past President | 5 | $0 | - | View return |
| 2016 | San Marcos Rotary Club Foundation | 990EZ | Past President | 5 | $0 | - | View return |
| 2016 | John R & Mary F Bagley Foundation | 990PF | Trustee | 0 | $0 | $0 | View return |
| 2016 | Consortium Management Group Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Consortium for Energy Environment and Demilitarization | 990 | Director | 1 | $0 | $0 | View return |
| 2016 | Consortium for Command Control Communications and Computer Technologies | 990 | Director | 1 | $0 | $0 | View return |
| 2015 | Municipal Securities Rulemaking Board | 990 | Chief Market Structure Officer | 40 | $471,591 | $0 | View return |
| 2015 | San Marcos Rotary Club Foundation | 990EZ | President | 5 | $0 | - | View return |
| 2015 | San Marcos Rotary Club | 990EZ | President | 5 | $0 | - | View return |
| 2015 | Consortium Management Group Inc. | 990 | Director | 1 | $0 | $0 | View return |
| 2014 | New Agrarian Center | 990 | Trustee | 1 | $0 | $0 | View return |
| 2014 | Consortium Management Group Inc. | 990EZ | Director | 1 | $0 | $0 | View return |
| 2014 | San Marcos Rotary Club Foundation | 990EZ | President | 5 | $0 | $0 | View return |
| 2014 | San Marcos Rotary Club | 990EZ | President | 5 | $0 | $0 | View return |
| 2014 | San Marcos Rotary Club | 990EZ | President | 5 | $0 | - | View return |
| 2014 | San Marcos Rotary Club Foundation | 990EZ | President | 5 | $0 | - | View return |
| 2013 | Ravena-Coeymans Yacht Club Inc | 990EZ | Director | 1 | $0 | - | View return |
| 2013 | San Marcos Rotary Club Foundation | 990EZ | President | 5 | $0 | $0 | View return |
| 2013 | San Marcos Rotary Club | 990EZ | President | 5 | $0 | $0 | View return |