Nicholas Adams

Status
Returned
Reported Asset Values
$209K–$1.8M

The data on this page comes from a financial disclosure filed by Nicholas Adams, who was picked to be: Ambassador to Malaysia, Department of State. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.

Roles Outside Government

Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)

OrganizationPosition heldEndnoteLine No.
The Foundation for Liberty and American Greatness, Inc. (FLAG)Founder and Executive Director, 9/2016 - Present1
1A WarriorsDirector, 2/2025 - Present2
Highfield ConsultingSole Owner, Manager, Registered Agent, 8/2024 - Present3
Woodrow Wilson International Center for ScholarsMember, Board of Trustees, 11/2020 - Present4
AMERICA FIRST POLICY INSTITUTEAFPI Influencer, 5/2022 - Present5
Al JazeeraOn-Air Guest Contributor, 10/2024 - 11/20246
Employment Assets

Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)

DescriptionValueIncomeIncome TypeEndnoteLine No.
The Foundation for Liberty and American Greatness, Inc. (FLAG) (non-profit organization that teaches civics)$381KSalary1
FLAG 401(k)1.1
FedFund Premier Shares (BUPXX)None (or less than $1,001)None (or less than $201)1.1.1
Communication Services Select Sector SPDR Fund (XLC)$1,001 - $15,000None (or less than $201)1.1.2
Consumer Discretionary Select Sector SPDR Fund (XLY)$1,001 - $15,000None (or less than $201)1.1.3
Fidelity MSCI Utilities Index ETF (FUTY)None (or less than $1,001)None (or less than $201)1.1.4
First Trust Cloud Computing ETF (SKYY)None (or less than $1,001)None (or less than $201)1.1.5
Global X US Infrastructure Development ETF (PAVE)None (or less than $1,001)None (or less than $201)1.1.6
Health Care Select Sector SPDR Fund (XLV)$1,001 - $15,000None (or less than $201)1.1.7
Invesco Aerospace & Defense ETF (PPA)None (or less than $1,001)None (or less than $201)1.1.8
INVESCO KBW BANK ETF (KBWB)None (or less than $1,001)None (or less than $201)1.1.9
iShares Nasdaq Biotechnology ETF (IBB)None (or less than $1,001)None (or less than $201)1.1.10
iShares US Home Construction ETF (ITB)None (or less than $1,001)None (or less than $201)1.1.11
ISHARES CORE MSCI EAFE ETF (IEFA)$1,001 - $15,000None (or less than $201)1.1.12
iShares US Infrastructure ETF (IFRA)None (or less than $1,001)None (or less than $201)1.1.13
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR)None (or less than $1,001)None (or less than $201)1.1.14
Real Estate Select Sector SPDR Fund (XLRE)None (or less than $1,001)None (or less than $201)1.1.15
Energy Select Sector SPDR Fund (XLE)None (or less than $1,001)None (or less than $201)1.1.16
Financial Select Sector SPDR Fund (XLF)$1,001 - $15,000None (or less than $201)1.1.17
VanEck Vectors Semiconductor ETF (SMH)$1,001 - $15,000None (or less than $201)1.1.18
Vanguard Consumer Staples Index Fund ETF Shares (VDC)$1,001 - $15,000None (or less than $201)1.1.19
Vanguard Materials Index Fund ETF Shares (VAW)None (or less than $1,001)None (or less than $201)1.1.20
Vanguard Information Technology Index Fund ETF Class Shares (VGT)$1,001 - $15,000None (or less than $201)1.1.21
Vanguard Industrials Index Fund ETF Class Shares (VIS)$1,001 - $15,000None (or less than $201)1.1.22
Highfield Consulting (manages, conducts, and receives fees for speaking events, book sales, and personalized video experiences)$1,001 - $15,000$156KSalary2
Stetson University Young Americans For Freedom Chapter - September 17, 2024$5,000Honorarium2.1
North Carolina Faith and Freedom Coalition - Speaking Engagement - September 27, 2024$1,000Honorarium2.2
Cleburne County Republican Party - Speaking Engagement - October 3 2024$2,500Honorarium2.3
Central Texas Republican Women - Speaking Engagement - October 15, 2024$500Honorarium2.4
Lebanon County Republican Party - Speaking Engagement - October 18, 2024$5,000Honorarium2.5
Women's Republican Club of Naples - Speaking Engagement - December 13, 2024$10,000Honorarium2.6
Limestone County Republican Women - January 14, 2025$5,000Honorarium2.7
Preston West Republican Women - Speaking Engagement - February 26, 2025$1,500Honorarium2.8
Tarrant County Republican Party - Speaking Engagement - February 28, 2025$12,000Honorarium2.9
Whatcom County Republican Party - Speaking Engagement - March 22, 2025$4,250Honorarium2.10
Spring Mountain Republican Women - Speaking Engagement - March 27, 2025$300Honorarium2.11
Loudoun County Republican Committee - April 4, 2025$1,750Honorarium2.12
Galveston County Republican Women - Speaking Engagement - May 2, 2025$600Honorarium2.13
Huntington County Republican Party - Speaking Engagement - May 6, 2025$5,500Honorarium2.14
Heart of Florida Federated Republican Women - Speaking Engagement - May 8, 2025$500Honorarium2.15
Missoula Republican Women - Speaking Engagement - May 21, 2025$600Honorarium2.16
Yellowstone County Republican Central Committee - Speaking Engagement - May 23, 2025$12,000Honorarium2.17
Republican Women's Club of Lakeland - Speaking Engagement - May 28, 2025$1,000Honorarium2.18
Al Jazeera International Appearances - October 20, 2024- November 9, 2024$25,000Appearance FeeThis was a three-week contract requiring me to be available on Al Jazeera as needed to provide exclusive commentary.2.19
Al Jazeera International Appearance - January 15, 2025$250Appearance Fee2.20
Al Jazeera International Appearance - January 19, 2025$500Appearance Fee2.21
Al Jazeera International Appearance - January 20, 2025$1,000Appearance Fee2.22
Al Jazeera International Appearance - May 12, 2025$250Appearance Fee2.23
Al Jazeera International Appearance - June 19, 2025$250Appearance Fee2.24
Al Jazeera International Appearance - June 20, 2025$250Appearance Fee2.25
Al Jazeera International Appearance - June 21, 2025$250Appearance Fee2.26
Al Jazeera International Appearance - June 22, 2025$250Appearance Fee2.27
Al Jazeera International Appearance - June 23, 2025$250Appearance Fee2.28
Skyhorse Publishing, anticipated advance for "From Mar a Lago To Mars: President Trump's Great American Comeback"$1,001 - $15,000None (or less than $201)Advance split into two payments of $2,500 each. First half was received before the signing of this report. Full payment (i.e., second half) has since been received after the signing of this report2.29
"Trump and Churchill - Defenders of Western Civilization", Post Hill Press (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.30
"Trump and Reagan - Defenders of America", Post Hill Press (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.31
"Class Dismissed - Why College Is Not The Answer", Post Hill Press (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.32
"Kenny The Koala Comes To The USA", Post Hill Press (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.33
"From Mar a Lago To Mars: President Trump's Great American Comeback", Skyhorse Publishing (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.34
"The Case Against The Establishment", Post Hill Press (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.35
"Green Card Warrior: My Quest for Legal Immigration in an Illegals' System", Post Hill Press, (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.36
"Retaking America: Crushing Political Correctness", Post Hill Press, (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.37
"The American Boomerang - How The World's Greatest Turnaround Nation Will Do It Again", WND Books (Value Not Readily Ascertainable)$1,615Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.2.38
Cameo (video-sharing website)$2,386Personalized video appearances2.39
U.S. Bank (cash account)$1,001 - $15,000None (or less than $201)2.40
IRA3
FedFund Premier Shares (BUPXX)None (or less than $1,001)None (or less than $201)3.1
ISHARES CORE S&P US GROWTH ETF (IUSG)$1,001 - $15,000None (or less than $201)3.2
ISHARES CORE S&P US VALUE ETF (IUSV)$1,001 - $15,000None (or less than $201)3.3
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)None (or less than $1,001)None (or less than $201)3.4
Vanguard Developed Markets Index Fund ETF Shares (VEA)$1,001 - $15,000None (or less than $201)3.5
Vanguard Russell 2000 Index Fund ETF Shares (VTWO)None (or less than $1,001)None (or less than $201)3.6
Broward County Republican Women - Speaking Engagement - January 24, 2024$385Honorarium4
Fountain County Republican Party - Speaking Engagement - February 5, 2024$3,500Honorarium5
Notre Dame University College Republicans - Speaking Engagement - February 26, 2024$5,000Honorarium6
Fernley County Republican Women - Speaking Engagement - March 19, 2024$500Honorarium7
Washoe County Republican Women - Speaking Engagement - March 20, 2024$500Honorarium8
Brevard Federated Republican Women - Speaking Engagement - April 3, 2024$250Honorarium9
Starke County Republican Party - Speaking Engagement - April 6, 2024$3,150Honorarium10
Williamson County Republican Women - Speaking Engagement - April 12, 2024$2,000Honorarium11
Loudoun County Republican Committee - Speaking Engagement - April 22, 2024$310Honorarium12
Liberty University College Republicans - Speaking Engagement - April 23, 2024$1,500Honorarium13
Lake County Republican Party - Speaking Engagement - April 27, 2024$1,500Honorarium14
Florida Parent Educators Association - Speaking Engagement - May 23, 2024$4,000Honorarium15
Clay County Federation of Republican Women - Speaking Engagement - June 14, 2024$500Honorarium16
Palo Alto Republican Women - Speaking Engagement - August 13, 2024$5,000Honorarium17
Jefferson County Republican Party - Speaking Engagement - August 21, 2024$5,000Honorarium18
Trinity County Republican Women - Speaking Engagement - August 27, 2024$2,500Honorarium19
Hendricks County Republican Party - Speaking Engagement - August 29, 2024$5,000Honorarium20
Noble County Republican Party - Speaking Engagement - August 30, 2024$5,000Honorarium21
Aware Super (defined contribution plan; superannuation)22
High Growth Option$1,001 - $15,000None (or less than $201)22.1
"Trump and Churchill - Defenders of Western Civilization", Post Hill Press (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.23
"Trump and Reagan - Defenders of America", Post Hill Press (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.24
"Class Dismissed - Why College Is Not The Answer", Post Hill Press (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.25
"Kenny The Koala Comes To The USA", Post Hill Press (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.26
"From Mar a Lago To Mars: President Trump's Great American Comeback", Skyhorse Publishing (Value Not Readily Ascertainable)$5,688Direct Sales and Advance from PublisherThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.27
"The Case Against The Establishment", Post Hill Press (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.28
"Green Card Warrior: My Quest for Legal Immigration in an Illegals' System", Post Hill Press, (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.29
"Retaking America: Crushing Political Correctness", Post Hill Press, (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.30
"The American Boomerang - How The World's Greatest Turnaround Nation Will Do It Again", WND Books (Value Not Readily Ascertainable)$3,188Direct SalesThe income listed is an approximation that represents 1/9th of the total income earned on all my direct book sales. I am unable to provide the exact amount of income I received from each book during the reporting period because I do not track the number of each book sold at each event, the price for which they were sold (pricing varies per event and books are sold individually and in sets). I have not received any royalties for this book.31
TRT Global Appearance - January 22, 2024$100Appearance Fee32
TRT Global Appearance - June 11, 2024$100Appearance Fee33
Alpha Kings: The Roadmap for Every Young Man To Unlock Their Full Potential, self- published through BookBaby (value not readily ascertainable)$3,227Royalties and Direct SalesThe reported income amount is approximate because the filer's records include only an estimate for direct book sales during the reporting period, of approximately $180. Additionally, the filer anticipates a payment of $34 in royalties from BookBaby.34
Investment account35
Money Market IRA (U.S. bank, cash)None (or less than $1,001)None (or less than $201)35.1
Cameo (video-sharing website)$44,163Personalized video appearances36
X (social media platform)$11,850Social Media Income37
Meta (social media platform)$14,131Social Media Income38
Meta (social media platform), anticipated payment$15,001 - $50,000None (or less than $201)Value represented approximately $27,400 in unreceived income (payment expected August 2025)39
Influenceables (social media marketing company)$56,045Social Media Income40
Urban Legend (social media marketing company)$250Social Media Income41
Employment Agreements

Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)

OrganizationAgreementEndnoteLine No.
Highfield ConsultingMy business will be inactive during my appointment. No fees are owed to me, and I will cease any business activities for this entity during my government service. (2024-08-01)1
The Foundation for Liberty and American Greatness, Inc. (FLAG)I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2016-09-01)2
The Foundation for Liberty and American Greatness, Inc. (FLAG)I have personal use of a vehicle leased by FLAG until December 2026 or my employment is terminated, whichever comes first. (2023-12-01)3
Aware SuperI will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2011-02-01)4
Compensation

Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)

OrganizationDescriptionEndnoteLine No.
Foundation for Liberty and American Greatness, Inc. (FLAG)Services as Director1
Highfield ConsultingTo manage and conduct speaking events, book sales, and personalized video experiences/appearances.2
Notre Dame University College Republicans (received by Highfield Consulting)Speaking engagement3
Palo Alto Republican Women (received by Highfield Consulting)Speaking engagement4
Jefferson County Republican Party (received by Highfield Consulting)Speaking engagement5
Hendricks County Republican Party (received by Highfield Consulting)Speaking engagement6
Noble County Republican Party (received by Highfield Consulting)Speaking engagement7
Stetson University Young Americans For Freedom Chapter (received by Highfield Consulting)Speaking engagement8
Lebanon County Republican Party (received by Highfield Consulting)Speaking engagement9
Women's Republican Club of Naples (received by Highfield Consulting)Speaking engagement10
Limestone County Republican Women (received by Highfield Consulting)Speaking engagement11
Tarrant County Republican Party (received by Highfield Consulting)Speaking engagement12
Huntington County Republican Party (received by Highfield Consulting)Speaking engagement13
Yellowstone County Republican Central Committee (received by Highfield Consulting)Speaking engagement14
Al Jazeera International (received by Highfield Consulting)News media speaking engagements15
CameoSale and recording of personalized video messages16
X (social media platform)Social media influencer17
Meta (social media platform)Social media influencer18
InfluencableSocial media influencer19
Other Assets and Income

Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)

DescriptionValueIncomeIncome TypeEndnoteLine No.
US bank 1 (Cash)$15,001 - $50,000None (or less than $201)1
US Bank 2 (Cash)None (or less than $1,001)None (or less than $201)2
Managed account3
FedFund Premier Shares (BUPXX)None (or less than $1,001)$201 - $1,0003.1
United Healthcare Inc, Bonds$1,001 - $15,000$201 - $1,000Interest3.2
United Technologies Corp, Bond$1,001 - $15,000$201 - $1,000Interest3.3
HP Enterprise Co, Bond$1,001 - $15,000$201 - $1,000Interest3.4
Lowes Cos Inc, Bonds$1,001 - $15,000None (or less than $201)3.5
Target Corp, Bonds$1,001 - $15,000None (or less than $201)3.6
US Bancorp, Bonds$1,001 - $15,000None (or less than $201)3.7
Illinois Tool Works Inc, Bonds$1,001 - $15,000None (or less than $201)3.8
Morgan Stanley, Bond$1,001 - $15,000$201 - $1,000Interest3.9
Costco Wholesale Corp, Bonds$1,001 - $15,000None (or less than $201)3.10
BP Capital Markets PLC, Bonds$1,001 - $15,000None (or less than $201)3.11
Apple Inc, Bonds$1,001 - $15,000None (or less than $201)3.12
CVS HEALTH CORP, bonds$1,001 - $15,000$201 - $1,000Interest3.13
Walmart Inc, Bond$1,001 - $15,000$201 - $1,000Interest3.14
Comcast Corp, bonds$1,001 - $15,000$201 - $1,000Interest3.15
Dowdupont Inc, Bond$1,001 - $15,000$201 - $1,000Interest3.16
Pfizer Inc, Bonds$1,001 - $15,000$201 - $1,000Interest3.17
PNC FINANCIAL SERVICES, bonds$1,001 - $15,000$201 - $1,000Interest3.18
McDonald's Corp, Bond$1,001 - $15,000None (or less than $201)3.19
Nextera Energy Capital, Bond$1,001 - $15,000None (or less than $201)3.20
AT&T Inc, Bond$1,001 - $15,000$201 - $1,000Interest3.21
Metlife Inc, Bonds$1,001 - $15,000$201 - $1,000Interest3.22
Anheuser-Busch Inbev Wor, Bonds$1,001 - $15,000$201 - $1,000Interest3.23
Verizon Communications, Bond$1,001 - $15,000None (or less than $201)3.24
Exxon Mobile Corporation, Bond$1,001 - $15,000$201 - $1,000Interest3.25
Kinder Morgan Inc, Bonds$1,001 - $15,000None (or less than $201)3.26
Toronto-Dominion Bank, Bond$1,001 - $15,000None (or less than $201)3.27
Thermo Fisher Scientific, Bond$1,001 - $15,000None (or less than $201)3.28
Amgen Inc, Bond$1,001 - $15,000$201 - $1,000Interest3.29
Qualcomm Inc, Bond$1,001 - $15,000None (or less than $201)3.30
Newmont Corp, Bond$1,001 - $15,000None (or less than $201)3.31
Home Depot Inc, Bond$1,001 - $15,000$201 - $1,000Interest3.32
JPMorgan Chase and Co, Bond$1,001 - $15,000$201 - $1,000Interest3.33
Northrop Grumman Corp, Bond$1,001 - $15,000$201 - $1,000Interest3.34
Wells Fargo and Company, Bonds$1,001 - $15,000$201 - $1,000Interest3.35
Bank of NY Mellon Corp, Bond$1,001 - $15,000$201 - $1,000Interest3.36
ROYAL BANK OF CANADA, bonds$1,001 - $15,000$201 - $1,000Interest3.37
CAPITAL ONE FINANCIAL CO, bonds$1,001 - $15,000$201 - $1,000Interest3.38
TRUIST FINANCIAL CORP, bonds$1,001 - $15,000$201 - $1,000Interest3.39
Phillips 66, Bonds$1,001 - $15,000$201 - $1,000Interest3.40
Elevance Health Inc, Bond$1,001 - $15,000$201 - $1,000Interest3.41
Alphabet, Inc. (GOOGL)$1,001 - $15,000None (or less than $201)3.42
Amazon.com, Inc. (AMZN)$1,001 - $15,000None (or less than $201)3.43
American Express Co. (AXP)$1,001 - $15,000None (or less than $201)3.44
Apple, Inc. (AAPL)$1,001 - $15,000None (or less than $201)3.45
AstraZeneca PLC American Depositary Shares (AZN)$1,001 - $15,000None (or less than $201)3.46
Broadcom, Inc. (AVGO)None (or less than $1,001)None (or less than $201)3.47
Caterpillar, Inc. (CAT)$1,001 - $15,000None (or less than $201)3.48
Consolidated Edison, Inc. (ED)$1,001 - $15,000None (or less than $201)3.49
Costco Wholesale Corp. (COST)$1,001 - $15,000None (or less than $201)3.50
DoorDash Inc. Class A Common Stock (DASH)$1,001 - $15,000None (or less than $201)3.51
Eli Lilly & Co. (LLY)$1,001 - $15,000None (or less than $201)3.52
Exxon Mobil Corp. (XOM)$1,001 - $15,000None (or less than $201)3.53
FIFTH THIRD BANCORP (FITB)$1,001 - $15,000None (or less than $201)3.54
Freeport-McMoRan, Inc. (FCX)None (or less than $1,001)None (or less than $201)3.55
Gilead Sciences, Inc. (GILD)$1,001 - $15,000None (or less than $201)3.56
HCA Healthcare, Inc. (HCA)$1,001 - $15,000None (or less than $201)3.57
The Home Depot, Inc. (HD)$1,001 - $15,000None (or less than $201)3.58
Interactive Brokers Group, Inc. (IBKR)$1,001 - $15,000None (or less than $201)3.59
International Business Machines Corp. (IBM)$1,001 - $15,000None (or less than $201)3.60
JPMorgan Chase & Co. (JPM)$1,001 - $15,000None (or less than $201)3.61
Meta Platforms Inc. Class A Common Stock (META)$1,001 - $15,000None (or less than $201)3.62
Micron Technology, Inc. (MU)None (or less than $1,001)None (or less than $201)3.63
Microsoft Corp. (MSFT)$1,001 - $15,000None (or less than $201)3.64
Nvidia Corp. (NVDA)$1,001 - $15,000None (or less than $201)3.65
Palo Alto Networks, Inc. (PANW)$1,001 - $15,000None (or less than $201)3.66
Progressive Corp. (PGR)$1,001 - $15,000None (or less than $201)3.67
Raytheon Technologies Corporation Common Stock (RTX)$1,001 - $15,000None (or less than $201)3.68
Seagate Technology Plc (STX)$1,001 - $15,000None (or less than $201)3.69
Stryker Corp. (SYK)$1,001 - $15,000None (or less than $201)3.70
Texas Instruments Incorporated (TXN)$1,001 - $15,000None (or less than $201)3.71
The TJX Cos., Inc. (TJX)$1,001 - $15,000None (or less than $201)3.72
TPG Inc. Class A Common Stock (TPG)None (or less than $1,001)None (or less than $201)3.73
Vertiv Holdings LLC Class A Common Stock (VRT)$1,001 - $15,000None (or less than $201)3.74
Visa, Inc. (V)$1,001 - $15,000None (or less than $201)3.75
Walmart, Inc. (WMT)$1,001 - $15,000None (or less than $201)3.76
Waste Connections Inc. Common Shares (WCN)$1,001 - $15,000None (or less than $201)3.77
Wells Fargo & Co. (WFC)$1,001 - $15,000None (or less than $201)3.78
Welltower, Inc. (WELL)$1,001 - $15,000None (or less than $201)3.79
The Williams Cos., Inc. (WMB)$1,001 - $15,000None (or less than $201)3.80
Workday, Inc. (WDAY)$1,001 - $15,000None (or less than $201)3.81
Communication Services Select Sector SPDR Fund (XLC)$1,001 - $15,000None (or less than $201)3.82
Consumer Discretionary Select Sector SPDR Fund (XLY)$1,001 - $15,000None (or less than $201)3.83
Fidelity MSCI Utilities Index ETF (FUTY)None (or less than $1,001)None (or less than $201)3.84
First Trust Cloud Computing ETF (SKYY)$1,001 - $15,000None (or less than $201)3.85
Global X US Infrastructure Development ETF (PAVE)$1,001 - $15,000None (or less than $201)3.86
Health Care Select Sector SPDR Fund (XLV)None (or less than $1,001)None (or less than $201)3.87
Invesco Aerospace & Defense ETF (PPA)$1,001 - $15,000None (or less than $201)3.88
INVESCO KBW BANK ETF (KBWB)$1,001 - $15,000None (or less than $201)3.89
iShares Nasdaq Biotechnology ETF (IBB)None (or less than $1,001)None (or less than $201)3.90
iShares US Aerospace & Defense ETF (ITA)$1,001 - $15,000None (or less than $201)3.91
Ishares Russell 1000 ETF (IWB)$1,001 - $15,000None (or less than $201)3.92
ISHARES CORE MSCI EAFE ETF (IEFA)$1,001 - $15,000$201 - $1,0003.93
iShares US Infrastructure ETF (IFRA)None (or less than $1,001)None (or less than $201)3.94
Materials Select Sector SPDR Fund (XLB)None (or less than $1,001)None (or less than $201)3.95
Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR)None (or less than $1,001)None (or less than $201)3.96
Pacer US Cash Cows 100 ETF (COWZ)$50,001 - $100K$1,001 - $2,5003.97
Real Estate Select Sector SPDR Fund (XLRE)$1,001 - $15,000None (or less than $201)3.98
Consumer Staples Select Sector SPDR Fund (XLP)None (or less than $1,001)None (or less than $201)3.99
Energy Select Sector SPDR Fund (XLE)$1,001 - $15,000None (or less than $201)3.100
Utilities Select Sector SPDR Fund (XLU)None (or less than $1,001)None (or less than $201)3.101
Financial Select Sector SPDR Fund (XLF)$1,001 - $15,000None (or less than $201)3.102
VanEck Vectors Semiconductor ETF (SMH)$1,001 - $15,000None (or less than $201)3.103
Vanguard Small-Cap Index Fund ETF Shares (VB)$15,001 - $50,000$201 - $1,0003.104
Vanguard Consumer Staples Index Fund ETF Shares (VDC)$1,001 - $15,000None (or less than $201)3.105
Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)$1,001 - $15,000None (or less than $201)3.106
Vanguard Materials Index Fund ETF Shares (VAW)None (or less than $1,001)None (or less than $201)3.107
Vanguard Information Technology Index Fund ETF Class Shares (VGT)$15,001 - $50,000None (or less than $201)3.108
Vanguard Health Care Index Fund ETF Class Shares (VHT)$1,001 - $15,000None (or less than $201)3.109
Vanguard Energy Index Fund ETF Class Shares (VDE)None (or less than $1,001)None (or less than $201)3.110
Vanguard Industrials Index Fund ETF Class Shares (VIS)$1,001 - $15,000None (or less than $201)3.111
BROKERAGE ACCOUNT4
Arcturus Therapeutics Holdings Inc. Common Stock (ARCT)$1,001 - $15,000None (or less than $201)4.1
Liabilities

Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)

CreditorDescriptionEndnoteLine No.
Shellpoint Mortgage Servicestype: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2021, rate: 2.875%, term: 30 year1

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