This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Jonathan Wachtel
Director of Communications | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| Thrift Savings Plan Lifecycle Funds L 2030 | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| USAA Brokerage and Mutual Fund accounts | $250,001 - $500,000 | None (or less than $201) |
| USAA Emerging Markets Fund | $15,001 - $50,000 | None (or less than $201) |
| USAA Growth Fund | $15,001 - $50,000 | None (or less than $201) |
| USAA High Income | $15,001 - $50,000 | None (or less than $201) |
| USAA International Fund | $50,001 - $100,000 | None (or less than $201) |
| USAA New York Bond Fund | $50,001 - $100,000 | None (or less than $201) |
| USAA Precious Metals and Minerals Fund | $1,001 - $15,000 | None (or less than $201) |
| USAA Small Cap Stock Fund | $1,001 - $15,000 | None (or less than $201) |
| USAA Tax Exempt Intermediate - Term Fund | $15,001 - $50,000 | None (or less than $201) |
| USAA Tax Exempt Short-Term | $15,001 - $50,000 | None (or less than $201) |
| USAA Value Fund | $15,001 - $50,000 | None (or less than $201) |
| Wells Fargo Bank | $1,001 - $15,000 | None (or less than $201) |
| First City Credit Union | $1,001 - $15,000 | None (or less than $201) |
| Fox News 401K with Fidelity | None (or less than $1,001) | None (or less than $201) |
| Vanguard Target 2030 | $100,001 - $250,000 | None (or less than $201) |
| FID 500 INDEX INST | $100,001 - $250,000 | None (or less than $201) |
| STANDISH INCOME FUND | $50,001 - $100,000 | None (or less than $201) |
| METWEST TOT RTN BD P | $50,001 - $100,000 | None (or less than $201) |
| 1ST EAGLE OVERSEAS I | $50,001 - $100,000 | None (or less than $201) |
| Interactive Brokers | $500,001 - $1,000,000 | None (or less than $201) |
| BIDU stock symbol | $15,001 - $50,000 | None (or less than $201) |
| C stock symbol | $1,001 - $15,000 | None (or less than $201) |
| CBS stock symbol | $1,001 - $15,000 | None (or less than $201) |
| CHTR stock symbol | $15,001 - $50,000 | None (or less than $201) |
| CSCO stock symbol | $1,001 - $15,000 | None (or less than $201) |
| GE stock symbol | $1,001 - $15,000 | None (or less than $201) |
| GOOG | $15,001 - $50,000 | None (or less than $201) |
| GOOGL stock symbol | $15,001 - $50,000 | None (or less than $201) |
| HD | $15,001 - $50,000 | None (or less than $201) |
| ICE stock symbol | $100,001 - $250,000 | None (or less than $201) |
| IGT stock symbol | $1,001 - $15,000 | None (or less than $201) |
| JCI stock symbol | $1,001 - $15,000 | None (or less than $201) |
| JPM | $50,001 - $100,000 | None (or less than $201) |
| MSI stock symbol | $1,001 - $15,000 | None (or less than $201) |
| PHM | $1,001 - $15,000 | None (or less than $201) |
| PSX stock symbol | $1,001 - $15,000 | None (or less than $201) |
| SBUX stock symbol | $250,001 - $500,000 | None (or less than $201) |
| TEL stock symbol | $1,001 - $15,000 | None (or less than $201) |
| TIF stock symbol | $15,001 - $50,000 | None (or less than $201) |
| TIME stock symbol | $1,001 - $15,000 | None (or less than $201) |
| TOL stock symbol | $1,001 - $15,000 | None (or less than $201) |
| TRV | $1,001 - $15,000 | None (or less than $201) |
| TWX stock symbol | $50,001 - $100,000 | None (or less than $201) |
| USO stock symbol | $1,001 - $15,000 | None (or less than $201) |
| VTR stock symbol | $1,001 - $15,000 | None (or less than $201) |
| YHOO | $1,001 - $15,000 | None (or less than $201) |
| Chase Bank | $1,001 - $15,000 | $201 - $1,000 |
| James Investment Partners | $50,001 - $100,000 | $201 - $1,000 |
| Well Fargo Roth IRA: LORD ABBETT INVT TR MULTI ASSET GROWTH FD CLASS C | $1,001 - $15,000 | None (or less than $201) |
| Interactive Brokers | $1,001 - $15,000 | None (or less than $201) |
| TIF stock symbol | $1,001 - $15,000 | None (or less than $201) |
| USD stock symbol | $1,001 - $15,000 | None (or less than $201) |
| SEP Account: Scottrade | $100,001 - $250,000 | None (or less than $201) |
| AAPL | $1,001 - $15,000 | None (or less than $201) |
| BIDU stock symbol | $15,001 - $50,000 | None (or less than $201) |
| CMG stock symbol | $1,001 - $15,000 | None (or less than $201) |
| GE stock symbol | $15,001 - $50,000 | None (or less than $201) |
| GOOGL stock symbol | $15,001 - $50,000 | None (or less than $201) |
| M stock symbol | $1,001 - $15,000 | None (or less than $201) |
| TIF stock symbol | $15,001 - $50,000 | None (or less than $201) |
| WYNN stock symbol | $15,001 - $50,000 | None (or less than $201) |
| FIDELITY ROLLOVER IRA | $250,001 - $500,000 | None (or less than $201) |
| Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) |
| AQR Managed Futures Fund CL N | $1,001 - $15,000 | None (or less than $201) |
| Doubleline Total RT Bond FD CL N | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR EAFE GRWTH ETF | $1,001 - $15,000 | None (or less than $201) |
| EATON VANCE GLOBAL MACRO ABSLTE RT CL I | $1,001 - $15,000 | None (or less than $201) |
| STRATEGIC ADVISERS SHORT DURATION FUND | $15,001 - $50,000 | None (or less than $201) |
| FIDELITY SAI EMERG MARKETS INDEX | $1,001 - $15,000 | None (or less than $201) |
| FIDELITY SAI INTERNATIONAL INDEX | $50,001 - $100,000 | None (or less than $201) |
| FIDELITY SAI U.S. LARGE CAP INDEX | $100,001 - $250,000 | None (or less than $201) |
| STRATEGIC ADVISERS INCOME OPPORTUNITIES | $15,001 - $50,000 | None (or less than $201) |
| FIDELITY SAI U.S. MOMENTUM INDEX FUND | $1,001 - $15,000 | None (or less than $201) |
| FIDELITY SAI U.S. QUALITY INDEX FUND | $15,001 - $50,000 | None (or less than $201) |
| FIDELITY U.S. BOND INDEX INSTL PREMIUM | $100,001 - $250,000 | None (or less than $201) |
| FID SAI SMALL MID CP 500 INDEX FUND | $15,001 - $50,000 | None (or less than $201) |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | $15,001 - $50,000 | None (or less than $201) |
| ISHARES CORE S&P SMALL-CAP ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES RUSSELL 1000 VALUE ETF | $15,001 - $50,000 | None (or less than $201) |
| ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR EAFE SML CP ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TIPS BOND ETF | $1,001 - $15,000 | None (or less than $201) |
| TEMPLETON GLOBAL BOND CLASS A | $1,001 - $15,000 | None (or less than $201) |
| SELECT SECTOR SPDR TR ENERGY | $1,001 - $15,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Well Fargo Home Mortgage | Mortgage, New York, NY, USA | $500,001 - $1,000,000 | 3.62% | 2017 |
Transactions
| Description | Type | Date | Amount |
|---|---|---|---|
| AQR Managed Futures Fund CL N | purchase | 2017-07-17 | $1,001 - $15,000 |
| Doubleline Total RT Bond FD CL N | purchase | 2017-07-17 | $1,001 - $15,000 |
| EATON VANCE GLOBAL MACRO ABSLTE RT CL I | purchase | 2017-07-17 | $1,001 - $15,000 |
| FID SAI SMALL MID CP 500 INDEX FUND | purchase | 2017-07-17 | $15,001 - $50,000 |
| Fidelity Government Cash Reserves | purchase | 2017-07-17 | $1,001 - $15,000 |
| FIDELITY ROLLOVER IRA | purchase | 2017-07-13 | $250,001 - $500,000 |
| FIDELITY SAI EMERG MARKETS INDEX | purchase | 2017-07-17 | $1,001 - $15,000 |
| FIDELITY SAI INTERNATIONAL INDEX | purchase | 2017-07-17 | $50,001 - $100,000 |
| FIDELITY SAI U.S. LARGE CAP INDEX | purchase | 2017-07-17 | $100,001 - $250,000 |
| FIDELITY SAI U.S. MOMENTUM INDEX FUND | purchase | 2017-07-17 | $1,001 - $15,000 |
| FIDELITY SAI U.S. QUALITY INDEX FUND | purchase | 2017-07-17 | $15,001 - $50,000 |
| FIDELITY U.S. BOND INDEX INSTL PREMIUM | purchase | 2017-07-17 | $100,001 - $250,000 |
| Fox News 401K with Fidelity | sale | 2017-07-13 | $250,001 - $500,000 |
| ISHARES CORE S&P SMALL-CAP ETF | purchase | 2017-07-17 | $15,001 - $50,000 |
| ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | purchase | 2017-07-17 | $1,001 - $15,000 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | purchase | 2017-07-17 | $15,001 - $50,000 |
| ISHARES RUSSELL 1000 VALUE ETF | purchase | 2017-07-17 | $15,001 - $50,000 |
| ISHARES TIPS BOND ETF | purchase | 2017-07-17 | $1,001 - $15,000 |
| ISHARES TR EAFE GRWTH ETF | purchase | 2017-07-17 | $1,001 - $15,000 |
| ISHARES TR EAFE SML CP ETF | purchase | 2017-07-17 | $1,001 - $15,000 |
| SELECT SECTOR SPDR TR ENERGY | purchase | 2017-07-17 | $1,001 - $15,000 |
| STRATEGIC ADVISERS INCOME OPPORTUNITIES | purchase | 2017-07-17 | $1,001 - $15,000 |
| STRATEGIC ADVISERS SHORT DURATION FUND | purchase | 2017-07-17 | $15,001 - $50,000 |
| TEMPLETON GLOBAL BOND CLASS A | purchase | 2017-07-17 | $1,001 - $15,000 |
| Thrift Savings Plan Lifecycle Funds L 2030 | purchase | $1,001 - $15,000 | |
| USAA Growth Fund | sale | 2017-06-05 | $15,001 - $50,000 |
| USAA Precious Metals and Minerals Fund | sale | 2017-06-05 | $15,001 - $50,000 |
| USAA Small Cap Stock Fund | sale | 2017-06-05 | $1,001 - $15,000 |
| USAA Tax Exempt Intermediate - Term Fund | sale | 2017-06-05 | $15,001 - $50,000 |
| USAA Value Fund | sale | 2017-06-05 | $15,001 - $50,000 |
Do you know something about Jonathan Wachtel? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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