| 2023 | New York Equity Fund Inc | 990 | Former SVP (And Director) | 0 | $0 | $453,175 | View return |
| 2023 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $453,175 | View return |
| 2023 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | Former SVP (And Director) | 0 | $0 | $453,175 | View return |
| 2022 | National Equity Fund Inc | 990 | Former SVP | 0 | $459,568 | $0 | View return |
| 2022 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $459,568 | View return |
| 2022 | New York Equity Fund Inc | 990 | Former SVP (And Director) | 0 | $0 | $459,568 | View return |
| 2022 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | Former SVP (And Director) | 2 | $0 | $459,568 | View return |
| 2021 | National Equity Fund Inc | 990 | Former Managing Director | 0 | $424,715 | $0 | View return |
| 2021 | New York Equity Fund Inc | 990 | Former SVP (And Director) | 0 | $0 | $424,715 | View return |
| 2021 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $424,715 | View return |
| 2021 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | Former SVP (And Director) | 2 | $0 | $424,715 | View return |
| 2020 | National Equity Fund Inc | 990 | Former Managing Director Special Initiatives | 0 | $377,381 | $0 | View return |
| 2020 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | Former SVP (And Director) | 2 | $0 | $377,381 | View return |
| 2020 | Nef Community Investments Inc | 990 | Former SVP | 0 | $0 | $377,381 | View return |
| 2020 | New York Equity Fund Inc | 990 | Former SVP (And Director) | 0 | $0 | $377,381 | View return |
| 2019 | National Equity Fund Inc | 990 | Managing Director Special | 0 | $340,605 | $0 | View return |
| 2019 | New York Equity Fund Inc | 990 | Former SVP (And Director) | 2 | $0 | $340,605 | View return |
| 2019 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | Former SVP (And Director) | 2 | $0 | $340,605 | View return |
| 2019 | Nef Community Investments Inc | 990 | Former SVP | 36 | $0 | $340,605 | View return |
| 2019 | Mercy Community Capital | 990 | Director/Chairman | 1 | $0 | $0 | View return |
| 2018 | National Equity Fund Inc | 990 | Managing Director Special Initiatives | 0 | $469,201 | $0 | View return |
| 2018 | Nef Community Investments Inc | 990 | SVP | 36 | $0 | $469,201 | View return |
| 2018 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | SVP (And Director) | 2 | $0 | $469,201 | View return |
| 2018 | New York Equity Fund Inc | 990 | SVP (And Director) | 2 | $0 | $469,201 | View return |
| 2018 | Mercy Community Capital | 990 | Director/Vice Chairman | 1 | $0 | $0 | View return |
| 2017 | National Equity Fund Inc | 990 | SVP Proprietary Fund Markets | 18 | $443,386 | $0 | View return |
| 2017 | Nef Community Investments Inc | 990 | SVP | 18 | $0 | $443,386 | View return |
| 2017 | New York Equity Fund Inc | 990 | SVP (And Director) | 2 | $0 | $443,386 | View return |
| 2017 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | SVP (And Director) | 2 | $0 | $443,386 | View return |
| 2017 | Mercy Community Capital | 990 | Director/Vice Chairman | 1 | $0 | $0 | View return |
| 2016 | National Equity Fund Inc | 990 | SVP Proprietary Fund Markets | 18 | $442,268 | $0 | View return |
| 2016 | Nef Community Investments Inc | 990 | SVP | 18 | $0 | $442,268 | View return |
| 2016 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | SVP (And Director) | 2 | $0 | $442,268 | View return |
| 2016 | New York Equity Fund Inc | 990 | SVP (And Director) | 2 | $0 | $442,268 | View return |
| 2016 | Mercy Community Capital | 990 | Director/Vice Chairman | 1 | $0 | $0 | View return |
| 2015 | National Equity Fund Inc | 990 | SVP Equity Placement | 18 | $346,757 | $0 | View return |
| 2015 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | SVP (And Director) | 2 | $0 | $346,757 | View return |
| 2015 | Nef Community Investments Inc | 990 | SVP | 18 | $0 | $346,757 | View return |
| 2015 | New York Equity Fund Inc | 990 | SVP | 2 | $0 | $346,757 | View return |
| 2015 | Mercy Community Capital | 990 | Director/Vice Chairman | 1 | $0 | $0 | View return |
| 2014 | National Equity Fund Inc | 990 | SVP Equity Placement | 18 | $243,344 | $0 | View return |
| 2014 | Nef Community Investments Inc | 990 | SVP | 18 | $0 | $243,344 | View return |
| 2014 | New York Equity Fund Inc | 990 | SVP | 2 | $0 | $243,344 | View return |
| 2014 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | SVP (And Director) | 2 | $0 | $243,344 | View return |
| 2014 | Mercy Community Capital | 990 | Director/Vice Chairman | 1 | $0 | $0 | View return |
| 2013 | National Equity Fund Inc | 990 | SVP Equity Placement | 18 | $312,790 | $0 | View return |
| 2013 | Oregon Corporation for Affordable Housing DBA Homestead Capital | 990 | SVP (And Director) | 2 | $0 | $312,790 | View return |
| 2013 | New York Equity Fund Inc | 990 | SVP | 2 | $0 | $312,790 | View return |
| 2013 | Nef Community Investments Inc | 990 | SVP | 18 | $0 | $312,790 | View return |
| 2013 | Mercy Community Capital | 990 | Director | 1 | $0 | $0 | View return |