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.
William Sherman Castle
Defense (joined: Aug. 27, 2017)
Principal Deputy General Counsel | $179,700 | Financial Disclosure »
Bio, via Department of Defense:
Previously, Mr. Castle was Minority General Counsel to the Senate Armed Services Committee, Chief Counsel in Senator Orrin Hatch's Office of the Senate President Pro Tempore, and Senator Hatch’s Senior National Security Counsel. Mr. Castle received his Bachelor of Arts in Political Science from Brown University in 1993 and his Juris Doctorate from the University of Pennsylvania Law School in 1999. His work has been published in the Harvard Journal of Law and Public Policy. Mr. Castle is admitted to practice law in New Jersey and the District of Columbia.
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. Brokerage Account JWROS | ||
| Cash Account | $1,001 - $15,000 | None (or less than $201) |
| AMG Yacktman Fund (YACKX) | $1,001 - $15,000 | None (or less than $201) |
| T rowe Price Cap Appreciation (PRWCX) | $1,001 - $15,000 | $201 - $1,000 |
| Loomis Sayles Bond Retail Shares (LSBRX) | $1,001 - $15,000 | $201 - $1,000 |
| U.S. Brokerage Account - Individual | ||
| Cash | $1,001 - $15,000 | None (or less than $201) |
| Glenmede large Cap Growth (GTLLX) | $1,001 - $15,000 | None (or less than $201) |
| Parnassus Core Equit Investor (PRBLX) | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Capital & Income (FAGIX) | $1,001 - $15,000 | $201 - $1,000 |
| SPDR S&P 500 ETF Trust Unit Ser 1 S&P (SPY) | $1,001 - $15,000 | $201 - $1,000 |
| Berkshire Hathaway Inc DEL CL B New (BRKB) | $15,001 - $50,000 | None (or less than $201) |
| U.S. Brokerage Account - Individual Spouse | ||
| Cash | $50,001 - $100,000 | None (or less than $201) |
| Fidelity Stock Selector Mid Cap FD (FSSMX) | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Stock Selector Small Cap (FDSCX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Fidelity Mid Cap Value (FSMVX) | $15,001 - $50,000 | $1,001 - $2,500 |
| AMG Yacktman Fund (YACKX) | $15,001 - $50,000 | $2,501 - $5,000 |
| T Rowe Price CAP Appreciation (PRWCX) | $15,001 - $50,000 | $1,001 - $2,500 |
| 529 Account DC 1 - NH Portfolio 2024 (Fidelity Funds) | $100,001 - $250,000 | None (or less than $201) |
| 529 Account - DC 2 - NH Portfolio 2024 (Fidelity Fund s) | $100,001 - $250,000 | None (or less than $201) |
| Roth IRA - Spouse | ||
| Fidelity 500 Index Premium Class (FUSVX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity Extended market Index Premium Class (FSEVX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity Disciplined Equity (FDEQX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity OTC Port (FOCPX) | $1,001 - $15,000 | $201 - $1,000 |
| Clipper Fund (CFIMX) | $1,001 - $15,000 | $201 - $1,000 |
| Oakmark International Investor CL (OAKIX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity High Income (SPHIX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity EXPD Extended Market Index Investor Class (F SEMX) | None (or less than $1,001) | $201 - $1,000 |
| Fidelity 500 Index Investor Class (FUSEX) | None (or less than $1,001) | $201 - $1,000 |
| Roth IRA - Self | ||
| AMG Yacktman Focused N (YAFFX) | $1,001 - $15,000 | $201 - $1,000 |
| Glenmede Large Cap Growth (GTLLX) | $1,001 - $15,000 | None (or less than $201) |
| Oakmark International Investor CL (OAKIX) | $1,001 - $15,000 | $201 - $1,000 |
| T Rowe Price Cap Appreciation (PRWCX) | $1,001 - $15,000 | $201 - $1,000 |
| SPDR S&P 500 ETF trust Unit Ser 1 S&) (SPY) | $15,001 - $50,000 | $201 - $1,000 |
| Nevada Power Co Bond Call Make Whole | $1,001 - $15,000 | $201 - $1,000 |
| Loomis Sayles Bond Retail (LSBRX) | None (or less than $1,001) | $1,001 - $2,500 |
| Traditional IRA - Self | ||
| Glenmede Large Cap Growth (GTLLX) | $1,001 - $15,000 | None (or less than $201) |
| OAKMARK INTERNATIONAL INVESTOR CL (OAKIX) | $1,001 - $15,000 | $201 - $1,000 |
| PARNASSUS FUND (PARNX) | $1,001 - $15,000 | $201 - $1,000 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P (SPY) | $1,001 - $15,000 | $201 - $1,000 |
| Rollover IRA - Spouse | ||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $15,001 - $50,000 | None (or less than $201) |
| FIDELITY DIVERSIFIED INTERNATIONAL (FDIVX) | $1,001 - $15,000 | $201 - $1,000 |
| FIDELITY 500 INDEX PREMIUM CLASS (FUSVX) | $15,001 - $50,000 | $1,001 - $2,500 |
| FIDELITY EXTD MARKET INDEX PREMIUM CLASS (FSEVX) | $15,001 - $50,000 | $2,501 - $5,000 |
| FIDELITY ASSET MANAGER 70% (FASGX) | $1,001 - $15,000 | None (or less than $201) |
| OAKMARK INTERNATIONAL INVESTOR CL (OAKIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| U.S. Brokerage Custodial Account - DC 1 | ||
| CASH | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P (SPY) | $1,001 - $15,000 | $201 - $1,000 |
| U.S. Brokerage Custodial Account - DC 2 | ||
| FIDELITY MUNICIPAL MONEY MARKET (FTEXX) | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P (SPY) | $1,001 - $15,000 | $201 - $1,000 |
| U.S. bank account #1 (cash) - CB | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #2 (cash) - CB | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #3 (cash) - CB | $1,001 - $15,000 | None (or less than $201) |
| Revocable Family Trust - Excepted | $50,001 - $100,000 | None (or less than $201) |
| Castle CHAMP III, LLC - Accolade Wines Group (Austral ia) | $250,001 - $500,000 | $5,001 - $15,000 |
| U.S. bank account # 4 (Spouse) BNYM | $1,001 - $15,000 | None (or less than $201) |
| Castle CHAMP III, LLC - Accolade Wines Group (Austral ia) | $250,001 - $500,000 | $5,001 - $15,000 |
| IRA - Beneficiary Distribution Account #1 - Spouse | ||
| Strategic Advisers core Fund (FCSAX) | $100,001 - $250,000 | $15,001 - $50,000 |
| Strategic Advisors Growth Fund (FSGFX | $50,001 - $100,000 | $5,001 - $15,000 |
| Strategic Advisors Value Fund (FVSAX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Strategic Advisers Emerging Markets (FSAMX) | $15,001 - $50,000 | $201 - $1,000 |
| Strategic Advisers Small-Mid Cap FD (FSCFX) | $15,001 - $50,000 | $201 - $1,000 |
| Strategic Advisers International Fund (FILFX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Fidelity SAI U.S. Large Cap Index (FLCPX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity SAI International Index (FIONX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity SAI Emerging Markets Index (FERGX) | $1,001 - $15,000 | $201 - $1,000 |
| AQR Managed Futures Fund CL N (AQMNX) | $1,001 - $15,000 | None (or less than $201) |
| Strategic Advisers Short duration Fund (FAUDX) | $15,001 - $50,000 | $201 - $1,000 |
| Strategic Advisers Income Opportunities (FPIOX) | $1,001 - $15,000 | $201 - $1,000 |
| Strategic Advisers Core Income Fund (FPCIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Eaton Vance GL Macro Absolute Return Adv I (EGRIX) | $1,001 - $15,000 | None (or less than $201) |
| PIMCO commodity Real Return Inst (PCRIX) | $1,001 - $15,000 | $201 - $1,000 |
| FIMM Government Portfolio: Instl CL (FRGXX) | $1,001 - $15,000 | None (or less than $201) |
| Blackstone Alternative Multi Manager (BXMMX) | None (or less than $1,001) | $201 - $1,000 |
| Fidelity Short Term Bond (FSHBX) | None (or less than $1,001) | $201 - $1,000 |
| Templeton global Bond Class A (TPINX) | None (or less than $1,001) | $201 - $1,000 |
| IRA - Beneficiary Distribution Account #2 - Spouse | ||
| FIDELITY GOVERNMENT MONEY MARKET (SPAXX) | $15,001 - $50,000 | $201 - $1,000 |
| FIDELITY LOW PRICED STOCK (FLPSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| FIDELITY OTC PORT (FOCPX) | $100,001 - $250,000 | $5,001 - $15,000 |
| GLENMEDE LARGE CAP GROWTH (GTLLX) | $100,001 - $250,000 | $2,501 - $5,000 |
| PARNASSUS CORE EQUITY INVESTOR (PRBLX) | $50,001 - $100,000 | $5,001 - $15,000 |
| FIDELITY CAPITAL & INCOME (FAGIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P (SPY) | $100,001 - $250,000 | $2,501 - $5,000 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW (BRKB) | $100,001 - $250,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Capital One | Credit Card/Revolving Charge Account | $10,001 - $15,000 | variable | 2017 |
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