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Lance Leggitt departed Feb. 9, 2018Transferred to White House Office →

Health and Human Services (joined: Jan. 23, 2017)

Senior Advisor to the Secretary | Chief of Staff | $126,148-$189,600 | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
MFS Value R4 $100,001 - $250,000 $15,001 - $50,000
Vanguard Small Cap $50,001 - $100,000 $5,001 - $15,000
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC (law firm) $801,008
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, law firm stock $15,001 - $50,000 None (or less than $201)
Baker Donelson 401k
Mass Investors Trust R4 $50,001 - $100,000 $5,001 - $15,000
Vanguard Mid Cap Index Admiral $50,001 - $100,000 $5,001 - $15,000
American Funds EuroPacific R4 $50,001 - $100,000 $5,001 - $15,000
Oppenheimer Developing Markets $15,001 - $50,000 $1,001 - $2,500
Mid Atlantic IRA/ Bruin Fund
Biglari Holdings INC Class A Shares - Resturant holding $50,001 - $100,000 $5,001 - $15,000
Cheniere Energy Inc. Common Shares - Energy Processing $1,001 - $15,000 $1,001 - $2,500
Insignia Systems Inc. Common Shares - Marketing Services $1,001 - $15,000 $201 - $1,000
Signature Bank NY Commom Shares $1,001 - $15,000 $201 - $1,000
Rite Aid Corp Commom Shares $1,001 - $15,000 $201 - $1,000
Ottawa Bancorp Inc Common Shares $1,001 - $15,000 $201 - $1,000
IBM Common Shares $1,001 - $15,000 $201 - $1,000
Phillips 66 Corp Common Shares $1,001 - $15,000 $201 - $1,000
American International Group Inc Warrants expiring Jan 2021 $1,001 - $15,000 $201 - $1,000
Wells Fargo Advisors IRA
SPDR S&P 500 Trust SPY $1,001 - $15,000 None (or less than $201)
Vanguard Developed Markets VEA $1,001 - $15,000 None (or less than $201)
Vanguard Information Tech VGT $1,001 - $15,000 None (or less than $201)
Vanguard REIT VNQ $1,001 - $15,000 None (or less than $201)
SPDR Dow Jones ETF RWO $1,001 - $15,000 None (or less than $201)
Ishares Core S&P MidCap ETF IJH $1,001 - $15,000 None (or less than $201)
IShares Core S&P Small Cap IJR $1,001 - $15,000 $201 - $1,000
IShares Core US Bond AGG $1,001 - $15,000 None (or less than $201)
iShares iBoxx $ High Yield Corporate Bd HYG $1,001 - $15,000 None (or less than $201)
Powershares Commodity Index tracking DBC $1,001 - $15,000 None (or less than $201)
Powershares Em Mar PCY $1,001 - $15,000 None (or less than $201)
Select Sector SPDR TR Financial XLF $1,001 - $15,000 None (or less than $201)
Select Sector SPDR Health Care XLV $1,001 - $15,000 None (or less than $201)
Select Sector SPDR Consumer Discretionary XLY $1,001 - $15,000 None (or less than $201)
Vangurad International Equity VWO $1,001 - $15,000 None (or less than $201)
Industrial Select Sector SPDR XLI $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
Rental Property Olthe, KS $100,001 - $250,000 $5,001 - $15,000
Rental Property Olthe, KS $100,001 - $250,000 $5,001 - $15,000
DC1 529 American Funds $15,001 - $50,000 $1,001 - $2,500
The Growth Fund of America $1,001 - $15,000 $201 - $1,000
Washington Mutual Investors Fund 529F $1,001 - $15,000 $201 - $1,000
College 2027 Fund 529A $1,001 - $15,000 None (or less than $201)
Euro Pacific Growth Fund 529F1 $1,001 - $15,000 None (or less than $201)
Intermediate Bond Fund of America 529F1 $1,001 - $15,000 None (or less than $201)
DC2 529 American Funds $15,001 - $50,000 $1,001 - $2,500
American Funds AMCAP 529F1 $1,001 - $15,000 $201 - $1,000
The Bond Fund of America 529F1 $1,001 - $15,000 None (or less than $201)
Euro Pacific Growth Fund 529F1 $1,001 - $15,000 None (or less than $201)
The Growth Fund of America 529F1 $1,001 - $15,000 $201 - $1,000
Intermediate Bond Fund of America 529F1 $1,001 - $15,000 None (or less than $201)
Investment Company of America 529F1 $1,001 - $15,000 $201 - $1,000
Washington Mutual Investors Fund 529F1 $1,001 - $15,000 $201 - $1,000
College 2027 Fund 529A $1,001 - $15,000 None (or less than $201)
Capital One Bank Accounts $100,001 - $250,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC Washington, District of Columbia Will receive in October of 2017 , Firm 401k matching and safe harbor contributions earned during the 2016 calendar year. Beyond this my former employer will no longer make contributions on my behalf Oct. 16, 2017

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Quicken Loans Mortgage (investment/ren tal property) $50,001 - $100,000 3.875 2015
Quicken Loans Mortgage (investment/ren tal property) $50,001 - $100,000 3.625 2015

Spouse's Employment Assets

Description Value Income Type Income Amount
Bloo Dental (Dental Office) Independent Contractor for Dental Hygiene Services
Vienna Cosmetic and Family Dentistry (Dental Office) Independent Contractor for Dental Hygiene Services
Dr. Ann Hebda Complete Health Dental (Dental Office) Independent Contractor for Dental Hygiene Services
Atiyeh Emam DDS Cosmetic and Family Dentistry (Dental Office) Independent Contractor for Dental Hygiene Services
Wells Fargo Advisors IRA
SPDR S&P 500 Trust SPY $1,001 - $15,000 None (or less than $201)
Vanguard Developed Markets VEA $1,001 - $15,000 None (or less than $201)
Vanguard Information Tech VGT $1,001 - $15,000 None (or less than $201)
Vanguard REIT VNQ $1,001 - $15,000 None (or less than $201)
SPDR Dow Jones ETF RWO $1,001 - $15,000 None (or less than $201)
ishares Core S&P MidCap ETF IJH $1,001 - $15,000 None (or less than $201)
iShares Core S&P Small Cap IJR $1,001 - $15,000 None (or less than $201)
iShares Core US Bond AGG $1,001 - $15,000 None (or less than $201)
iShares iBoxx $ High Yield Corporate Bd HYG $1,001 - $15,000 None (or less than $201)
Powershares Commodity Index Tracking DBC $1,001 - $15,000 None (or less than $201)
Powershares EM MAR PCY $1,001 - $15,000 None (or less than $201)
Select Sector SPDR TR Financial XLF $1,001 - $15,000 None (or less than $201)
Select Sector SPDR Health Care XLV $1,001 - $15,000 None (or less than $201)
Select Sector SPDR Consumer Discretionary VWO $1,001 - $15,000 None (or less than $201)
Vanguard International Equity VWO $1,001 - $15,000 None (or less than $201)
Industrial Select Sector SPDR XLI $1,001 - $15,000 None (or less than $201)

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