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.
Walter Copan
Commerce (joined: Oct. 5, 2017)
Under Secretary for Standards and Technology | Financial Disclosure »
Former Positions Outside Government
- COPAN LIVING TRUST, dated March 28, 2016 Trustee (Trustee of revocable living family trust, under Colorado law. This position provides no compensation. All the underlying assets of the trust are listed in this report.)
- Copan Associates LLC President
- EnergyInsight LLC Managing Director (EnergyInsight LLC is a limited liability company, operating as a subsidiary of Copan Associates, LLC, d.b.a. EnergyInsight LLC. Consulting services specifically related to the energy sector are provided via the EnergyInsight subsidiary company, whereas other consulting is provided via Copan Associates.)
- IP Engineering Group Corporation President and CEO
- Impact Engineered Wood Corporation Chairman
- Rocky Mountain Innovation Partners Founding Board Member and Director
- Tekcapital plc Advisor and VP Technology Transfer
Former Compensation Sources
- Copan Associates, LLC Consulting services in innovation and business management
- IP Engineering Group Corporation Serve as President & CEO of consulting services company. Administrative, marketing outreach and fiduciary responsibilities, as well as project management oversight.
- Norgren Corporation Technology commercialization consulting (services provided through Copan Associates, LLC)
- Rocky Mountain Innovation Partners Grant work for Colorado State Office of Economic Development and International Trade
- TAEUS Corporation IP consulting services
Employment Assets
| Description | Value | Income |
|---|---|---|
| IP Engineering Group Corporation (Service firm for intellectual property, strategy and transactions.) | $250,001 - $500,000 | $15,001 - $50,000 |
| Impact Engineered Wood Corporation (Technology development for the building materials industry) | $250,001 - $500,000 | None (or less than $201) |
| COPAN LIVING TRUST, dated March 28, 2016 | ||
| Brookhaven Science Associates 401k / Retirement Plan | ||
| Vanguard Wellington Fund Admiral | $50,001 - $100,000 | None (or less than $201) |
| TIAA-CREF Lifecycle 2020 Fund - Institutional Class | $50,001 - $100,000 | None (or less than $201) |
| CREF Bond Market R3 | $15,001 - $50,000 | None (or less than $201) |
| National Renewable Energy Laboratory TDA / Retirement Plan | ||
| TIAA Traditional | $1,001 - $15,000 | None (or less than $201) |
| CREF Stock R2 | $1,001 - $15,000 | None (or less than $201) |
| TIAA Real Estate | None (or less than $1,001) | None (or less than $201) |
| CREF Equity Index R2 | None (or less than $1,001) | None (or less than $201) |
| CREF Global Equities R2 | $1,001 - $15,000 | None (or less than $201) |
| CREF Growth R2 | $1,001 - $15,000 | None (or less than $201) |
| AGL POLARIS PROTECTOR Annuity (Variable) | ||
| SA Legg Mason BW Large Cap | $50,001 - $100,000 | None (or less than $201) |
| SA AB Growth | $50,001 - $100,000 | None (or less than $201) |
| Wellington Capital Appreciation | $50,001 - $100,000 | None (or less than $201) |
| American Funds Growth-Inc | $50,001 - $100,000 | None (or less than $201) |
| Invesco VI Growth and Inc | $15,001 - $50,000 | None (or less than $201) |
| Investors Trust Small & Mid Cap Value | $15,001 - $50,000 | None (or less than $201) |
| Templeton Foreign Value | $15,001 - $50,000 | None (or less than $201) |
| Pine Bridge International Diversified | $15,001 - $50,000 | None (or less than $201) |
| Wellington Management Growth | $15,001 - $50,000 | None (or less than $201) |
| SA MFS Massachusetts Investor Trust | $15,001 - $50,000 | None (or less than $201) |
| JP Morgan Mid-Cap Growth | $15,001 - $50,000 | None (or less than $201) |
| Goldman Sachs Investment Management Global Bond | $1,001 - $15,000 | None (or less than $201) |
| Dimension Fund Admin LP Ultra Short Bond Portfolio | $1,001 - $15,000 | None (or less than $201) |
| SA High Yield Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Merrill Lynch Diversified Investment Fund I IRA | $100,001 - $250,000 | $5,001 - $15,000 |
| Merrill Lynch Diversified Investment Fund II IRA | $250,001 - $500,000 | $5,001 - $15,000 |
| IP Engineering Group Corporation, deferred compensation: cash receivable | $50,001 - $100,000 | None (or less than $201) |
| Impact Engineered Wood Corporation, deferred compensation | $250,001 - $500,000 | None (or less than $201) |
| Copan Associates, LLC | None (or less than $1,001) | None (or less than $201) |
| EnergyInsight, LLC | None (or less than $1,001) | None (or less than $201) |
| TAEUS Corporation (intellectual property consulting) | $60,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| COPAN LIVING TRUST, dated March 28, 2016 | ||
| HD HOME DEPOT INC | $15,001 - $50,000 | None (or less than $201) |
| AT&T INC | $1,001 - $15,000 | None (or less than $201) |
| Bond NEW YORK NY CY TFA BLG AID REV SER S-1 | $15,001 - $50,000 | None (or less than $201) |
| Bond PORT AUTH N Y & N J | $1,001 - $15,000 | None (or less than $201) |
| Bond PUERTO RICO PUB BLDGS AUTH | $1,001 - $15,000 | None (or less than $201) |
| US Brokerage Money Market Accounts #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
| US bank accounts #1 (cash) | $50,001 - $100,000 | None (or less than $201) |
| AAPL APPLE INC | $1,001 - $15,000 | None (or less than $201) |
| Summer Cottage, New Fairfield, CT (Proportional share of family ownership) | $15,001 - $50,000 | None (or less than $201) |
| Bluegreen Resorts Timeshare (Vacation Points Membership) | $15,001 - $50,000 | None (or less than $201) |
| Redhawk Resources Fund I, LP | $1,001 - $15,000 | None (or less than $201) |
| Redhawk Resources Fund II, LP | $1,001 - $15,000 | $201 - $1,000 |
| US Credit Union Account #1 (cash) | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Impact Engineered Wood Corporation | Campbell, California | Will forfeit company stock within 90 days of confirmation and will forfeit deferred compensation unless received prior to confirmation | May 16, 2015 |
| IP Engineering Group Corporation | Monument, Colorado | Will forfeit company stock within 90 days of confirmation and will forfeit deferred compensation unless received prior to confirmation. There will be no continuing benefits of any kind from this employer upon entry into government service. | Jan. 16, 2015 |
| Brookhaven Science Associates | Upton, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | April 16, 2010 |
| National Renewable Energy Laboratory | Golden, Colorado | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | June 16, 2003 |
| Copan Associates LLC / EnergyInsight LLC | Monument, Colorado | These entities will be maintained in good standing with the State of Colorado, and will be inactive while I am in government service. | Aug. 16, 2009 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Merrill Lynch LMA | Exercised Line of Credit | $15,001 - $50,000 | 4.9% | 2016 |
| Air Academy Federal Credit Union | Mortgage on Personal Residence | $100,001 - $250,000 | 2.5% | 2013 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| VGT VANGUARD INFORMATION TECH ETF (Dividends distributed to shareholder, in proportion to ownership share of the company) | $1,001 - $15,000 | None (or less than $201) | |
| VFH VANGUARD FINANCIALS ETF (Shareholder of this privately held company.) | $1,001 - $15,000 | None (or less than $201) | |
| XLI SECTOR SPDR INDUSTRIAL (Living trust for assets including primary residence, other property, retirement accounts, other brokerage and cash accounts. The assets listed in Part 6 of this report are also identified as property of the living trust.) | $1,001 - $15,000 | None (or less than $201) | |
| XLY CONSUMER DISCRETIONARY SPDR | $1,001 - $15,000 | None (or less than $201) | |
| XLP SECTOR SPDR CONSMRS STPL | $1,001 - $15,000 | None (or less than $201) | |
| XLV HEALTH CARE SELECT SPDR (The value is based on the fact that the entity is currently inactive. If the entity were fully active, the estimated value would be in the $500,001-$1 million range.) | $1,001 - $15,000 | None (or less than $201) | |
| XLU SECTOR SPDR UTILITIES (The value is based on the fact that the entity is currently inactive. If the entity were fully active, the estimated value would be in the $500,001-$1 million range.) | $1,001 - $15,000 | None (or less than $201) | |
| XLE SECTOR SPDR ENERGY (Settlement for services performed in 2013-2014.) | $1,001 - $15,000 | None (or less than $201) | |
| KIE SPDR S&P INSURANCE ETF | $1,001 - $15,000 | None (or less than $201) | |
| VOX VANGUARD TELECOMM SRVCS ETF | $1,001 - $15,000 | None (or less than $201) | |
| XLB MATERIALS SELECT SECTOR SPDR FUND | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Walter Copan? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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