| 2024 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2024 | Acord Corporation | 990 | Director Thru 01/19/2024 | 1 | $0 | $0 | View return |
| 2023 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO (Until 08/31/2023) | 25 | $611,534 | $386,840 | View return |
| 2023 | Trusted Choice Inc | 990 | Former President | 4 | $57,737 | $940,637 | View return |
| 2023 | Iiaa Educational Foundation | 990 | CEO (Until 08/31/23) | 1 | $0 | $998,374 | View return |
| 2023 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2023 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2023 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2022 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 31 | $1,074,615 | $632,704 | View return |
| 2022 | Trusted Choice Inc | 990 | President | 9 | $115,504 | $1,591,815 | View return |
| 2022 | Iiaa Educational Foundation | 990 | CEO | 1 | $0 | $1,707,319 | View return |
| 2022 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2022 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 29 | $816,601 | $445,016 | View return |
| 2021 | Concern Worldwide U S Inc | 990 | VP Of Marketing & Business Operations | 60 | $141,750 | $0 | View return |
| 2021 | Trusted Choice Inc | 990 | President | 9 | $99,636 | $1,161,981 | View return |
| 2021 | Iiaa Educational Foundation | 990 | CEO | 1 | $0 | $1,261,617 | View return |
| 2021 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2021 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 31 | $813,829 | $443,505 | View return |
| 2020 | Trusted Choice Inc | 990 | President | 9 | $99,298 | $1,158,037 | View return |
| 2020 | Iiaa Educational Foundation | 990 | CEO | 1 | $0 | $1,257,334 | View return |
| 2020 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2020 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 31 | $951,903 | $474,509 | View return |
| 2019 | Trusted Choice Inc | 990 | President | 8 | $96,162 | $1,330,250 | View return |
| 2019 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2019 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2019 | Iiaa Educational Foundation | 990 | CEO | 1 | $0 | $0 | View return |
| 2018 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 33 | $1,027,167 | $478,852 | View return |
| 2018 | Trusted Choice Inc | 990 | CEO | 5 | $61,945 | $1,444,075 | View return |
| 2018 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2018 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2018 | Iiaa Educational Foundation | 990EZ | CEO | 1 | $0 | $0 | View return |
| 2017 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 33 | $1,297,783 | $600,185 | View return |
| 2017 | Trusted Choice Inc | 990 | CEO | 5 | $76,346 | $1,821,622 | View return |
| 2017 | Acord Corporation | 990 | Director | 1 | $0 | $0 | View return |
| 2017 | Iiaa Educational Foundation | 990EZ | CEO | 1 | $0 | $0 | View return |
| 2017 | United States Capitol Historical Society | 990 | Trustee | 1 | $0 | $0 | View return |
| 2016 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 32 | $912,477 | $434,472 | View return |
| 2016 | Trusted Choice Inc | 990 | CEO | 5 | $60,451 | $1,286,497 | View return |
| 2016 | Iiaa Educational Foundation | 990EZ | CEO | 1 | $0 | $0 | View return |
| 2015 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 31 | $981,361 | $493,347 | View return |
| 2015 | Trusted Choice Inc | 990 | President/CEO | 6 | $73,429 | $1,401,279 | View return |
| 2014 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 33 | $1,125,637 | $402,471 | View return |
| 2014 | Trusted Choice Inc | 990 | President/CEO | 5 | $52,384 | $1,475,724 | View return |
| 2013 | Independent Insurance Agents & Brokers O Brokers of America | 990 | CEO | 34 | $1,127,499 | $386,772 | View return |
| 2013 | Trusted Choice Inc | 990 | President/CEO | 5 | $51,569 | $1,462,702 | View return |
| 2013 | Iiaa Educational Foundation | 990EZ | CEO | 1 | $0 | $0 | View return |