Daniel Aronowitz
Reported Asset Values
$28M–$95M+
The data on this page comes from a financial disclosure filed by Daniel Aronowitz, who was picked to be: Assistant Secretary for the Employee Benefits Security Administration, Department of Labor. 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)
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)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Hub International Limited (insurance broker), vested restricted stock | $5M - $25M | None (or less than $201) | 1 | ||
| Encore Fiduciary (insurance underwriting) | $642K | Salary | 2 | ||
| Specialty Program Group (SPG) (Insurance wholesale and underwriting services), anticipated earnout | $5M - $25M | None (or less than $201) | 3 | ||
| TRADITIONAL IRA | 4 | ||||
| HGI Multifamily Credit Select Fund LP | $100K - $250K | None (or less than $201) | 4.1 | ||
| Avantis Emerging Markets Equity ETF (AVEM) | $50,001 - $100K | None (or less than $201) | 4.2 | ||
| Booking Holdings Inc. Note 3.65% 03/15/2025 | $15,001 - $50,000 | None (or less than $201) | 4.3 | ||
| CVS Health Corp Note Call Make Whole 2.875% 06/01/2026 | $15,001 - $50,000 | None (or less than $201) | 4.4 | ||
| Florida St Brd Admin Fin Corp Rev Taxable 01.70500% 07/01/2027 BDS SER. 2020A | $15,001 - $50,000 | None (or less than $201) | 4.5 | ||
| Georgia Pac Corp Bond Call Make Whole 7.75% 11/15/2029 | $1,001 - $15,000 | None (or less than $201) | 4.6 | ||
| ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) | $50,001 - $100K | None (or less than $201) | 4.7 | ||
| iShares S&P Small-Cap 600 Growth ETF (IJT) | $50,001 - $100K | None (or less than $201) | 4.8 | ||
| Intercontinental Exchange Inc Note 3.1% 09/15/2027 Call Make Whole | $15,001 - $50,000 | None (or less than $201) | 4.9 | ||
| International Business Machs Bond 6.22% 08/01/2027 Call Make Whole Bond | $15,001 - $50,000 | None (or less than $201) | 4.10 | ||
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) | $50,001 - $100K | None (or less than $201) | 4.11 | ||
| iShares Core S&P 500 ETF (IVV) | $500K - $1M | None (or less than $201) | 4.12 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | 4.13 | ||
| JPMorgan US Value Factor ETF (JVAL) | $250K - $500K | None (or less than $201) | 4.14 | ||
| First Trust Low Duration Opportunities ETF (LMBS) | $15,001 - $50,000 | None (or less than $201) | 4.15 | ||
| Progress Energy Inc Note Call Make Whole 7.0000% 10/30/2031 | $15,001 - $50,000 | None (or less than $201) | 4.16 | ||
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $250K - $500K | None (or less than $201) | 4.17 | ||
| RenaissanceRe FIN Inc. Note 3.45% Call Make Whole | $15,001 - $50,000 | None (or less than $201) | 4.18 | ||
| Reynolds American Inc Note 4.45% 06/12/2025 Call Make Whole | $15,001 - $50,000 | None (or less than $201) | 4.19 | ||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $100K - $250K | None (or less than $201) | 4.20 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $100K - $250K | None (or less than $201) | 4.21 | ||
| Southern Pwr Co. Ser 2015C Note 9/1/2025 | $15,001 - $50,000 | None (or less than $201) | 4.22 | ||
| STANLEY BLACK & DECKER INC NOTE | $1,001 - $15,000 | None (or less than $201) | 4.23 | ||
| RYDER SYS INC MTN CALL MAKE WHOLE | $15,001 - $50,000 | None (or less than $201) | 4.24 | ||
| RTX CORPORATION NOTE CALL MAKE WHOLE | $15,001 - $50,000 | None (or less than $201) | 4.25 | ||
| U.S. TREASURY NOTES | $15,001 - $50,000 | None (or less than $201) | 4.26 | ||
| Hub International Limited, 401(k) plan | 5 | ||||
| State St S&P 500 Index SL CI Ii | $100K - $250K | None (or less than $201) | 5.1 | ||
| Hub International Limited, deferred compensation plan | 6 | ||||
| FIDELITY 500 INDEX FUND (FXAIX) | $100K - $250K | None (or less than $201) | 6.1 | ||
| AFL-CIO - from ULLICO Inc., defined benefit plan (value not readily ascertainable) approximately $4,000 per month at age 65 | None (or less than $201) | 7 | |||
| Hub International Limited, unvested restricted stock | $1,001 - $15,000 | None (or less than $201) | 8 |
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)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| Encore Fiduciary | Prior to my onboarding in government, My Hub vested restricted stock will be sold per my employment agreement and corporate policy. I will forfeit my unvested restricted stock upon my separation. (2022-12-01) | 1 | |
| Specialty Program Group (SPG) | I am entitled to an earnout payment, pursuant to the sale of Euclid Fiduciary between Specialty Program Group and Euclid Insurance Services on 12/31/2022. The payment will be based on the performance metrics of Encore Fiduciary in the two years preceding 12/31/2024, as defined in the sales contract. I will receive approximately 44% of the $42,700,000 earnout payment. The payment will occur on approximately 06/01/2025. Under the sales contract between Specialty Program Group and Euclid Insurance Services, I was also eligible to receive a 5-year earnout. However, I will forfeit my interest in that earnout when I resign from the company on May 2. (2022-12-01) | 2 | |
| Hub International Limited, defined contribution plan | I will continue to participate in this plan, but the employer will cease making contributions upon my separation. (2023-01-01) | 3 | |
| Hub International Limited, deferred compensation program | I will continue to participate in this plan, but the employer will cease making contributions upon my separation. (2023-01-01) | 4 | |
| AFL-CIO - from ULLICO Inc. | I will continue to participate in this defined benefit plan. I am an unvested participant from prior employment with ULLICO Inc. The defined benefit pension will not incept until I reach age 65. (2006-01-01) | 5 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
| Organization | Description | Endnote | Line No. |
|---|---|---|---|
| Encore Fiduciary | Services as President | 1 |
Spouse’s Assets
Officials are required to disclose their spouse’s assets, including salary and retirement accounts worth more than $1,000. (Form 278e, Part 5)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Rollover IRA | 1 | ||||
| CVS Health Corp Note Call Make Whole 2.875% | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Equifax Inc Note Make Whole Call 3.25% | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Florida St BRD Admin Fin Corp Rev Taxable 1.705% | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Intercontinental Exchange Inc Note 3.1% | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| International Business Machines Bond 6.22% | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Booking Holdings Inc. Note 3.65% | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Progress Energy Inc Note Call Make Whole 7.0% | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| RenaissanceRe Fin Inc Note 3.45% | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| Reynolds American Inc Note 4.45% | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| Ryder Sys Inc MTN Call Make Whole 5.25% | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| Southern PWR Co Ser 2015C Note 4.15% | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| United States Treas Ser R-2029 4.0% | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| United States Treas Ser R-2030 4.875% | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| RTX Corporation Note Call Make Whole 4.125% | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| Avantis Emerging Markets Equity ETF (AVEM) | $15,001 - $50,000 | None (or less than $201) | 1.15 | ||
| ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) | $15,001 - $50,000 | None (or less than $201) | 1.16 | ||
| iShares S&P Small-Cap 600 Growth ETF (IJT) | $15,001 - $50,000 | None (or less than $201) | 1.17 | ||
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) | $15,001 - $50,000 | None (or less than $201) | 1.18 | ||
| iShares Core S&P 500 ETF (IVV) | $250K - $500K | None (or less than $201) | 1.19 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| JPMorgan US Value Factor ETF (JVAL) | $100K - $250K | None (or less than $201) | 1.21 | ||
| First Trust Low Duration Opportunities ETF (LMBS) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $100K - $250K | None (or less than $201) | 1.23 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $50,001 - $100K | None (or less than $201) | 1.24 | ||
| TRADITIONAL IRA | 2 | ||||
| U.S. Bank (Cash) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| Fidelity Growth Discovery Fund (FDSVX) | $100K - $250K | None (or less than $201) | 2.2 | ||
| Roth IRA | 3 | ||||
| U.S. Bank (Cash) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Avantis Emerging Markets Equity ETF (AVEM) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| iShares S&P Small-Cap 600 Growth ETF (IJT) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) | 3.6 | ||
| JPMorgan US Value Factor ETF (JVAL) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 3.11 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | 3.12 | ||
| Euclid Insurance Services Incorporated 401k Plan | 4 | ||||
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | $100K - $250K | None (or less than $201) | 4.1 | ||
| Vanguard Small Cap Index Fund - Admiral Shares | $15,001 - $50,000 | None (or less than $201) | 4.2 | ||
| Fidelity MidCap Index Fund | $15,001 - $50,000 | None (or less than $201) | 4.3 | ||
| Freddie Mac - now AIG annuity, defined benefit plan (value not readily ascertainable) | None (or less than $201) | 5 |
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)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| U.S. bank #1 (CDs) | $100K - $250K | $5,001 - $15,000 | Interest | 1 | |
| U.S. bank #1 (cash accounts) | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 2 | |
| Residential real estate, Vienna, VA | $500K - $1M | $15,001 - $50,000 | Rent or Royalties | 3 | |
| UNITED STATES TREAS NOTES 2.75% 02/28/2025 | $1M - $5M | $50,001 - $100K | Interest | 4 | |
| Kelly's Oyster House & Bar (restaurant) | $100K - $250K | None (or less than $201) | 50% ownership with Bill Hamrock (other 50% owner) | 5 | |
| Keystone Waterloo Turf Nov 2024 LLC | 6 | ||||
| Waterloo Turf (franchisor of turf installation) 8% convertible note | $50,001 - $100K | None (or less than $201) | 6.1 | ||
| Safire Technology Group (battery technology) | $50,001 - $100K | None (or less than $201) | 7 | ||
| Ensurise (insurance) | $100K - $250K | None (or less than $201) | 8 | ||
| Lingerfelt Commonwealth Value Fund II LP | $100K - $250K | None (or less than $201) | 9 | ||
| Tuckahoe Holdings LLC (value of underlying holdings not readily ascertainable) | $250K - $500K | $15,001 - $50,000 | Dividends | This holding company has the following companies: American Hauler (cargo trailer manufacturer); EcoBrite Linen (linen/laundry service for healthcare providers); Gateway Dealer Network (compact construction and equipment dealer); Har-Tru (tennis court surface, equipment, and accessory provider); Haulmark (enclosed trailer manufacturer for use in motorsports); JP Transportation (healthcare logistics company); Kaufman Trailers (trailer manufacturer and supplier); Lobster Sports (supplier of portable pickleball and tennis ball machines); Meeco Sullivan, marina and dock manufacturer and installer); NOVO Health Services (healthcare linen management service); Paris Healthcare Linen Services (healthcare linen management service); Ravens Marine (aluminum product manufacturer for the marine industry); SRI Healthcare, (reusable surgical linen supplier); Wahoo Docks (reusable floating dock manufacturer); Wells Cargo (enclosed trailer manufacturer) | 10 |
| PAC RHSL SPV 1 | 11 | ||||
| Meladon Group, Round Hill Investment, residential real estate, Loudon, VA | $100K - $250K | $5,001 - $15,000 | Dividends | 11.1 | |
| CAP91 Partners Fund LP | $250K - $500K | $15,001 - $50,000 | 12 | ||
| Sovereign's Capital Venture IV, LP | $100K - $250K | None (or less than $201) | 13 | ||
| HGI KF83, LLC | $50,001 - $100K | $2,501 - $5,000 | 14 | ||
| HGI Opportunity Fund XIV, LP | $100K - $250K | $2,501 - $5,000 | 15 | ||
| HGI Palladium Fund I, LLC | $50,001 - $100K | $2,501 - $5,000 | 16 | ||
| Blueprint 2023 Co-Invest 1, LLLP | $100K - $250K | None (or less than $201) | 17 | ||
| Blueprint 2022 Co-Invest 2, LLLP | $100K - $250K | None (or less than $201) | 18 | ||
| CoinBase Wallet | 19 | ||||
| Bitcoin | $100K - $250K | None (or less than $201) | 19.1 | ||
| Ethereum | $1,001 - $15,000 | None (or less than $201) | 19.2 | ||
| UTMA #1 | 20 | ||||
| Apple, Inc. (AAPL) | None (or less than $1,001) | None (or less than $201) | 20.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 20.2 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 20.3 | ||
| Ford Motor Co. (F) | None (or less than $1,001) | None (or less than $201) | 20.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | $201 - $1,000 | 20.5 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 20.6 | ||
| Target Corp. (TGT) | $1,001 - $15,000 | None (or less than $201) | 20.7 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | 20.8 | ||
| UTMA #2 | 21 | ||||
| Apple, Inc. (AAPL) | None (or less than $1,001) | None (or less than $201) | 21.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 21.2 | ||
| Costco Wholesale Corp. (COST) | $15,001 - $50,000 | None (or less than $201) | 21.3 | ||
| Ford Motor Co. (F) | None (or less than $1,001) | None (or less than $201) | 21.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | None (or less than $201) | 21.5 | ||
| Target Corp. (TGT) | $1,001 - $15,000 | None (or less than $201) | 21.6 | ||
| Under Armour, Inc. (UA) | None (or less than $1,001) | None (or less than $201) | 21.7 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | 21.8 | ||
| Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | 21.9 | ||
| Managed account #1 | 22 | ||||
| Albuquerque Bernallillo CNTY WTR 05.0% 07/01/2027 UTIL AUTH N MEX JT WTR & SWRSYS REV SR LIEN IMPT BDS Jul-01- 2027 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.1 | |
| Arizona INDL DEV AUTH HOSP REV BDS 5.0% 02/01/2027 Phoenix Children HOSP SER. Feb-01-2027 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.2 | |
| Arlington TEX INDPT SCH DIST UNLTDE TAX 5.0% 02/15/2027 BLDG BDS SER. Feb- 15-2027 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.3 | |
| Bowling Green St Univ Ohio Gen Rcpts 5.0% 06/01/2026 BDS SER. 2017 Jun-01-2026 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.4 | |
| Brazosport TEX INDPT SCH DIST UNLTD Tax 5.0% 02/15/2028 BDS SER 2017 B | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.5 | |
| Broward CNTY FLA SCH RD CTFS PARTN CTFS 5.0% 07/01/2032 PARTN SER. Jul-01- 2032 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.6 | |
| Broward CNTY FLA SCH Dist GO SCH BDS SER. 5.0% 07/01/2026 Jul-01-2026 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.7 | |
| Broward CNTY FLA PORT FACS REV BDS 5.0% 09/01/20230 SER. 2019 Sep-01-2030 | $100K - $250K | $5,001 - $15,000 | Interest | 22.8 | |
| Chicago ILL Midway ARPT REV SR LIEN AMT 5.0% 01/01/2028 REF BDS SER. Jan- 01-2028 | $250K - $500K | $15,001 - $50,000 | Interest | 22.9 | |
| Clark CNTY WASH SCH DIST NO 037 5.0% 12/01/2026 Vancouver UNLTDEE TAX GO BDS SER. Dec-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.10 | |
| Cleveland Ohio Income Tax Rev SUB 5.0% 10/01/2027 LIEN BDS SER. 2018 Oct-01- 2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.11 | |
| Collin CNTY TEX LTD TAX PERM BDS 5.05% 02/15/20230 SER. FEB-15-2030 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.12 | |
| COLLIN CNTY TEX CMNTY COLLEGE DIST 5.0% 08/15/2026 GO BDS SER. AUG-15- 2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.13 | |
| COLORADO HEALTH FACS AUTH REV BDS SANFORD 5.0% 11/01/2027 SER. NOV-01- 2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.14 | |
| COLUMBIA CNTY GA HOSP AUTH REV ANTIC 5.0% 04/01/2028 CTFS WELLSTAR HEALTH SYS INC SER. APR-01-2028 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.15 | |
| CORPUS CHRISTI TEX GEN IMPT BDS SER. 5.0% 03/01/2030 2020 MAR-01-2030 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.16 | |
| DELAWARE ST HEALTH FACS AUTH REV BDS 5.0% 07/01/2027 BAYHEALTH MED CTR SER. JUL-01-2027 | $100K - $250K | $5,001 - $15,000 | Interest | 22.17 | |
| EL PASO TEX WTR & SWR REV IMPT REF BDS 5.0% 03/01/2032 SER. MAR-01-2032 | $50,001 - $100K | $5,001 - $15,000 | Interest | 22.18 | |
| ERIE PA WTR AUTH WTR REV BDS SER. 2019 D 5.0% DEC-01-2028 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.19 | |
| FAIRFAX CNTY VA ECONOMIC DEV AUTH 5.0% 08/01/2026 REV REF BDS WIEHLE AVE METRORAIL STA PKG SER. AUG-01- 2026 | $100K - $250K | $5,001 - $15,000 | Interest | 22.20 | |
| FLORIDA ST MUN PWR AGY REV REF REV BDS 5.0% 10/01/2027 ALL-REQUIREMENTS POWER SUPPLY SER. 2017 OCT-01-2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.21 | |
| FORNEY TEX INDPT SCH DIST UNLTD TAX BLDG 5.0% 08/15/2033 BDS SER. AUG-15- 2033 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.22 | |
| GLENDALE ARIZ INDL DEV AUTH REV REF BDS 5.0% 05/15/2027 MIDWESTERN UNIV SER. MAY-15-2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.23 | |
| GLENDALE ARIZ INDL DEV AUTH REV REF BDS 5.0% 05/15/2031 MIDWESTERN UNIV SER. MAY-15-2031 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.24 | |
| GREATER MARTINSVILLE IND SCH BLDG CORP 5.0% 01/15/2027 FIRST MTG AD VALOREM PPTY TAX BDS SER. JAN-15- 2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.25 | |
| GREATER MARTINSVILLE IND SCH BLDG CORP 5.0% 07/15/2027 FRIST MTG AD VALOREM PPTY TAX BDS SER. JUL-15- 2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.26 | |
| GREATER MARTINSVILLE IND SCH BLDG CORP 5.0% 07/15/2028 FIRST MTG AD VALOREM PPTY TAX BDS SER. JUL-15- 2028 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.27 | |
| GREATER ORLANDO AVIATION AUTHO 5.0% 10/01/2027 ORLANDO FLA ARPT FACS REV REV REF BDS SER. 0CT-01- 2027 | $100K - $250K | $5,001 - $15,000 | Interest | 22.28 | |
| HARRIS CNTY TEX MET TRAN AUTH SALES &USE 5.0% 11/01/2026 TAX REF BDS SER. NOV-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.29 | |
| HARRIS CNTY TEX MET TRAN AUTH SALES & 5.0% 11/01/2031 USE TAX REF BDS SER. 2018 NOV-01-2031 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.30 | |
| HARRIS CNTY TEX TOLL RD REV FIRST LIEN 5.0% 08/15/2032 REF BDS SER. AUG- 15-2032 | $100K - $250K | $5,001 - $15,000 | Interest | 22.31 | |
| HILLSBOROUGH CNTY FLA AVIATION AUTH 5.0% 10/01/2029 REV AMT TAMPA INTL ARPT BDS SER. OCT-01-2029 | $250K - $500K | $15,001 - $50,000 | Interest | 22.32 | |
| HOUSTON TEX PUB IMPT REF BDS SER. 2019 A 5.0% MAR-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.33 | |
| HOUSTON TEX PUB IMPT REF BDS SER. 2019 A 5.0% MAR-01-2028 | $250K - $500K | $15,001 - $50,000 | Interest | 22.34 | |
| HOUSTON TEX UTIL SYS REV COMBI UTIL SYS 5.0% 11/15/2027 FIRST LIEN REV REF SER. NOV-15-2027 | $100K - $250K | $5,001 - $15,000 | Interest | 22.35 | |
| HOWARD-SUAMICO WIS SCH DIST GO BLDG 5.0% 03/01/2026 IMPT BDS SER. MAR-01-2026 | $100K - $250K | $5,001 - $15,000 | Interest | 22.36 | |
| ILLINOIS FIN AUTH REV CLEAN WTR 5.0% 07/01/2029 INITIATIVE REVOLVING FD BDS SER. JUL-01-2029 | $15,001 - $50,000 | $2,501 - $5,000 | Interest | 22.37 | |
| ILLINOIS FIN AUTH REV BDS NORTHSORE 5.0% 08/15/2028 UNIV HLTH SYS SER. AUG-15-2028 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.38 | |
| ILLINOIS FIN AUTH REV REV BDS THE 5.0% 08/15/2028 CARLE FOUNDATION SER. AUG-15-2028 | $100K - $250K | $2,501 - $5,000 | Interest | 22.39 | |
| ILLINOIS FIN AUTH REV REF BDS 5.0% 07/15/2028 NORTHWESTERN MEMORIAL HEALTHCARE SER. JUL-15-2028 | $100K - $250K | $5,001 - $15,000 | Interest | 22.40 | |
| JACKSONVILLE TEX INDPT SCH DIST UNLTD 5.0% 02/15/2026 TAX REF BDS SER. FEB-15-2026 | $100K - $250K | $5,001 - $15,000 | Interest | 22.41 | |
| KLEIN TEX INDPT SCH DIST UNLTD TAX HOUSE 5.0% 08/01/2027 BDS SER. AUG-01- 2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.42 | |
| LAKE COOK KANE & MCHENRY CNTYS ILL 5.0% 12/01/2026 CMNT | $100K - $250K | $5,001 - $15,000 | Interest | 22.43 | |
| LAMAR TEX CONS INDPT SCH DIST UNLTD TAX 5.0% 02/15/2027 HOUSE BDS SER. 2023 FEB-15-2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.44 | |
| LAREDO TEX INDPT SCH DIST UNLTD TAC REF 5.0% 08/01/2026 BDS. SER. AUG-01- 2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.45 | |
| LAREDO TEX INDPT SCH DIST UNLTD TAX BLDG 5.0% 08/01/2033 BDS SER. AUG-01- 2033 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.46 | |
| LAREDO TEX WTRWKS SWR SYS REV BDS SER. 5.0% 03/01/2029 2020 MAR-01- 2029 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.47 | |
| LEWISVILLE TEX INDPT SCH DIST UNLTD TAX 5.0% 08/15/2030 BLDG REF BDS SER. AUG-15-2030 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.48 | |
| LOS ANGELES CALIF DEPT ARPTS REV AMT 5.0% 05/15/2029 SR INTL BDS SER. MAY-15-2029 | $100K - $250K | $5,001 - $15,000 | Interest | 22.49 | |
| LOS ANGELES CALIF DEPT ARPTS REV AMT 5.0% 05/15/2029 SUB INTL REF BDS SER. 2023 MAY-15-2029 | $250K - $500K | $15,001 - $50,000 | Interest | 22.50 | |
| LOWER COLO RIV AUTH TEX TRANSMISSION 5.0% 05/15/2028 CONGTRACT REV REF BDS LCRA TRANSMISSION SVCS CORP SER. MAY-15- 2028 | $100K - $250K | $5,001 - $15,000 | Interest | 22.51 | |
| MARYLAND ST STAD AUTH HAGERSTOWN 5.0% 06/01/2033 MULTI-USE SPORTS & EVENTS FAC LEASE REV BDS SER. 2022 JUN-01-2033 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.52 | |
| MONTANA FAC FIN AUTH REV REF BDS SCL 5.0% 01/01/2032 HEALTH SYSTEM SER. JAN-01-2032 | $100K - $250K | $5,001 - $15,000 | Interest | 22.53 | |
| NEW MEXICO ST SEVERANCE TAX TAX 5.0% 07/01/2026 BDS SER. JUL-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.54 | |
| NEW ORLEANS LA AVIATION BRD REV AMT 5.0% 01/01/2029 GEN ARPT BDS SER. 2024 JAN 01-2029 | $100K - $250K | $5,001 - $15,000 | Interest | 22.55 | |
| NEW YORK ST DORM AUTH SALES TAX REV 5.0% 03/15/2029 ST SUPPORTED DEBT BDS SER. 2024 MAR-15-2029 | $250K - $500K | $5,001 - $15,000 | Interest | 22.56 | |
| NORTH SLOPE BORO ALASKA GO SCHS RF 5.0% 06/30/2027 BDS SER. JUN-30-2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.57 | |
| NORTH SLOPE BORO ALASKA GO SCH BDS 5.0% 06/30/2026 SER. 2023 JUN-30- 2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.58 | |
| OHIO ST MAJOR NEW ST INFRASTRUCTURE PROJ 5.0% 12/15/2026 REV BDS SER. DEC-15-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.59 | |
| OHIO ST PARKS & REC CAP FACS LEASE 5.0% 12/01/2025 APPROPRIATION BDS PARKS & RECREATION IMPT FD DEC-01- 2025 | $100K - $250K | $5,001 - $15,000 | Interest | 22.60 | |
| PALM BEACH CNTY FLA HEALTH FACS AUTH 5.0% 08/15/2029 HOSP REV BDS BAPTIST HEALTH SOUTH FLORIDA SER. AUG-15-2029 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.61 | |
| PALM BEACH CNTY FLA SCH BRD CTFS PARTN 5.0% 08/01/2028 COPS SER. AUG- 01-2028 | $100K - $250K | $5,001 - $15,000 | Interest | 22.62 | |
| PHILADELPHIA PA WTR & WASTEWTR REV REV 5.0% 10/01/2026 REF BDS SER. OCT-01-2026 | $100K - $250K | $5,001 - $15,000 | Interest | 22.63 | |
| PHOENIX ARIZ CIVIC IMPT CORP WTR SYS 5.0% 07/01/2026 REV JR LIEN BDS SER. 2021 JUL-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.64 | |
| PIMA CNTY ARIZ UNI SCH DIST NO 1 TUCSON 5.0% 07/01/2026 REF BDS SER. JUL-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.65 | |
| PLANO TEX INDPT SCH DIST UNLTD TAX BLDG 5.0% 02/15/2034 BDS SER. FEB-15- 2034 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.66 | |
| PORT AUTH NY & NJ AMT CONSOLIDATED BDS 5.0% 09/01/2027 SER. SEP-01-2027 | $500K - $1M | $15,001 - $50,000 | Interest | 22.67 | |
| PORT HOUSTON AUTH TEX HARRIS CNTY 5.0% 10/01/2026 UNLTD TAX REF BDS SER. 2028 OCT-01-2026 | $100K - $250K | $5,001 - $15,000 | Interest | 22.68 | |
| PORT PORTLAND ORE ARPT REV AMT INTL 5.0% 07/01/2029 BDS SER. THIRTY JUL-01-2029 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.69 | |
| PORT PORTLAND ORE ARPT REV AMT INTL 5.0% 07/01/2028 REF BDS SER. TWENTY SIX JUL-01-2028 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.70 | |
| PROSPER TEX INDPT SCH DIST SCH BLDG 5.0% 02/15/2030 BDS SER. | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.71 | |
| PUBLIC FIN AUTH WIS REV BDS BAYHEALTH 5.0% 07/01/2028 MED CTR. SER. 2021 JUL-01-2028 | $250K - $500K | $15,001 - $50,000 | Interest | 22.72 | |
| RHODE ISLAND ST COMM CORP REV GRANT ANTIC 5.0% 05/15/2027 BDS SER. 2020 MAY-15-2027 | $100K - $250K | $5,001 - $15,000 | Interest | 22.73 | |
| ROCKDALE CNTY GA DEV AUTH REV BDS 5.0% 07/01/2027 PIEDMONT HEALTHCARE INC SER. JUL-01-2027 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.74 | |
| ROUND ROCK TEX INDPT SCH DIST UTLD TAX 5.0% 08/01/2027 REF BDS SER. AUG- 01-2027 | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.75 | |
| ST. LUCIE CNTY FLA SCH BRD CTFS PARTN 5.0% 07/01/2027 REF COPS SER. 2023 JUL-01-2027 | $100K - $250K | $5,001 - $15,000 | Interest | 22.76 | |
| SAN ANTONIO TEX GEN IMPT BDS SER. 2020 5.0% AUG-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.77 | |
| SOUTH DAKOTA ST HEALTH & EDL FACS 5.0% 09/01/2027 AUTH REV BDS MONUMENT HEALTH INC SER. 2020 SEP- 01-2027 | $100K - $250K | $5,001 - $15,000 | Interest | 22.78 | |
| SOUTHWEST HIGHER ED AUTH INC TEX REV REV 5.0% 10/01/2026 BDS SOUTHERN METHODIST UNIV SER. 2016 OCT-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.79 | |
| SPARTA WIS AREA SCH DIST GO PROM NTS 5.0% MAR-01-2029 | $100K - $250K | $5,001 - $15,000 | Interest | 22.80 | |
| TEXAS WTR DEV BRD REV REV BDS SER. 5.0% 04/15/2026 2018 APR-15-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.81 | |
| TUCSON ARIZ CTFS PARTN REF COPS 5.0% 07/01/2026 JUL-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.82 | |
| UNIVERSITY NORTH TEX UNIV REV FING SYST 5.0% 04/15/2026 REF BDS SER. APR- 15-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.83 | |
| WARREN MICH CONS SCH DIST GO ULTD TAX REF 5.0% 05/01/2026 BDS SER. 2016 MAY-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.84 | |
| WASHINGTON ST CTFS PARTN COPS SER. 2016 5.0% 07/01/2026 JUL-01-2026 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.85 | |
| WASHINGTON ST MTR VEHICLE FUEL TAX 5.0% 06/01/2024 VEHICLE RELATED FEES GO BDS SER. JUN-01-2034 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.86 | |
| WEST VIRGINIA ST GO RD BDS SER. 2019 A 5.0% DEC-01-2026 | $100K - $250K | $5,001 - $15,000 | Interest | 22.87 | |
| WESTFIELD-WASHINGTON IND MULTI-SCH BLDG 5.0% 07/15/2028 CORP AD VALOREM PPTY TAX FIRST MTG BDS SER. JUL-15- 2028 | $100K - $250K | $5,001 - $15,000 | Interest | 22.88 | |
| WICHITA KANS GO REF BDS SER. 2017a 5.0% DEC-01-2025 | $50,001 - $100K | $2,501 - $5,000 | Interest | 22.89 | |
| ALABAMA ST PUB SCH & COLLEGE AUTH CAP 5.0% 11/01/2026 FIXED COUPON | $50,001 - $100K | $1,001 - $2,500 | Interest | 22.90 | |
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $100K - $250K | $5,001 - $15,000 | 22.91 | ||
| Virginia529 college savings plan (DC1) | 23 | ||||
| 2033 Portfolio | $15,001 - $50,000 | None (or less than $201) | 23.1 | ||
| 2030 Portfolio | $15,001 - $50,000 | None (or less than $201) | 23.2 | ||
| Aggressive Growth Portfolio | $100K - $250K | None (or less than $201) | 23.3 | ||
| Virginia529 college savings plan (DC#2) | 24 | ||||
| 2024 Portfolio | $100K - $250K | None (or less than $201) | 24.1 | ||
| Managed account #2 | 25 | ||||
| Advanced Micro Devices, Inc. (AMD) | $100K - $250K | None (or less than $201) | 25.1 | ||
| Amazon.com, Inc. (AMZN) | $250K - $500K | None (or less than $201) | 25.2 | ||
| Ford Motor Co. (F) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 25.3 | |
| Freeport-McMoRan, Inc. (FCX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 25.4 | |
| Fidelity Money Market Portfolio Class I Shares (FMPXX) | $1M - $5M | $15,001 - $50,000 | 25.5 | ||
| Fairfax Financial Holdings Ltd. (FRFHF) | $500K - $1M | $5,001 - $15,000 | Dividends | 25.6 | |
| The Hershey Co. (HSY) | $100K - $250K | $1,001 - $2,500 | Dividends | 25.7 | |
| Microsoft Corp. (MSFT) | $500K - $1M | $2,501 - $5,000 | Dividends | 25.8 | |
| Nu Holdings Ltd. Class A Ordinary Shares (NU) | $100K - $250K | None (or less than $201) | 25.9 | ||
| Nvidia Corp. (NVDA) | $100K - $250K | None (or less than $201) | 25.10 | ||
| Ryan Specialty Holdings Inc. Class A Common Stock (RYAN) | $50,001 - $100K | None (or less than $201) | 25.11 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $500K - $1M | $5,001 - $15,000 | 25.12 | ||
| brokerage account #1 | 26 | ||||
| Apple, Inc. (AAPL) | $100K - $250K | $1,001 - $2,500 | Dividends | 26.1 | |
| Adobe, Inc. (ADBE) | $15,001 - $50,000 | None (or less than $201) | 26.2 | ||
| Autodesk, Inc. (ADSK) | $15,001 - $50,000 | None (or less than $201) | 26.3 | ||
| Amgen Inc. (AMGN) | $50,001 - $100K | None (or less than $201) | 26.4 | ||
| Amazon.com, Inc. (AMZN) | $50,001 - $100K | None (or less than $201) | 26.5 | ||
| Broadcom, Inc. (AVGO) | $100K - $250K | $1,001 - $2,500 | Dividends | 26.6 | |
| BlackRock, Inc. (BLK) | $15,001 - $50,000 | None (or less than $201) | 26.7 | ||
| Boston Scientific Corp. (BSX) | $100K - $250K | None (or less than $201) | 26.8 | ||
| BorgWarner, Inc. (BWA) | $1,001 - $15,000 | None (or less than $201) | 26.9 | ||
| Cigna Corp. (CI) | $15,001 - $50,000 | None (or less than $201) | 26.10 | ||
| Comcast Corp. (CMCSA) | $15,001 - $50,000 | None (or less than $201) | 26.11 | ||
| Cummins, Inc. (CMI) | $15,001 - $50,000 | None (or less than $201) | 26.12 | ||
| Cisco Systems, Inc. (CSCO) | $50,001 - $100K | None (or less than $201) | 26.13 | ||
| Chevron Corp. (CVX) | $50,001 - $100K | None (or less than $201) | 26.14 | ||
| Discover Financial Services (DFS) | $15,001 - $50,000 | None (or less than $201) | 26.15 | ||
| iShares MSCIEmerging Markets ETF (EEM) | $50,001 - $100K | $201 - $1,000 | 26.16 | ||
| ISHARES MSCI EAFE ETF (EFA) | $100K - $250K | $201 - $1,000 | 26.17 | ||
| Eastman Chemical Co. (EMN) | $15,001 - $50,000 | None (or less than $201) | 26.18 | ||
| Emerson Electric Co. (EMR) | $15,001 - $50,000 | None (or less than $201) | 26.19 | ||
| Eversource Energy (es) | $1,001 - $15,000 | None (or less than $201) | 26.20 | ||
| General Dynamics Corp. (GD) | $15,001 - $50,000 | None (or less than $201) | 26.21 | ||
| Alphabet, Inc. (GOOG) | $50,001 - $100K | None (or less than $201) | 26.22 | ||
| The Home Depot, Inc. (HD) | $15,001 - $50,000 | None (or less than $201) | 26.23 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $100K - $250K | $2,501 - $5,000 | 26.24 | ||
| ISHARES S&P MID-CAP 400 GROWTH ETF (IJK) | $50,001 - $100K | $2,501 - $5,000 | 26.25 | ||
| iShares S&P Small-Cap 600 Growth ETF (IJT) | $100K - $250K | $2,501 - $5,000 | 26.26 | ||
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) | $100K - $250K | $2,501 - $5,000 | 26.27 | ||
| iShares Core S&P 500 ETF (IVV) | $500K - $1M | $5,001 - $15,000 | 26.28 | ||
| JAMES CITY CNTY VA ECONOMIC DEV AUTHY 5.0% 06/15/2025 PUB FAC REV REF BDS CNTY GOVT PROJ SER. 2018 | $100K - $250K | $5,001 - $15,000 | Interest | 26.29 | |
| Jabil, Inc. (JBL) | $15,001 - $50,000 | None (or less than $201) | 26.30 | ||
| JPMorgan Ultra-Short Municipal Income ETF (JMST) | $1,001 - $15,000 | None (or less than $201) | 26.31 | ||
| JOHNSON & Johnson (JNJ) | $15,001 - $50,000 | None (or less than $201) | 26.32 | ||
| JPMorgan Chase & Co (JPM) | $50,001 - $100K | None (or less than $201) | 26.33 | ||
| The Kroger Co. (KR) | $15,001 - $50,000 | None (or less than $201) | 26.34 | ||
| Lockheed Martin Corp. (LMT) | $50,001 - $100K | None (or less than $201) | 26.35 | ||
| Lam Research Corp. (LRCX) | $50,001 - $100K | None (or less than $201) | 26.36 | ||
| Mastercard, Inc. (MA) | $50,001 - $100K | None (or less than $201) | 26.37 | ||
| Masco Corp. (MAS) | $15,001 - $50,000 | None (or less than $201) | 26.38 | ||
| McDonald's Corp. (MCD) | $15,001 - $50,000 | None (or less than $201) | 26.39 | ||
| Microsoft Corp. (MSFT) | $50,001 - $100K | $201 - $1,000 | Dividends | 26.40 | |
| ServiceNow, Inc. (NOW) | $50,001 - $100K | None (or less than $201) | 26.41 | ||
| Oracle Corp. (ORCL) | $50,001 - $100K | None (or less than $201) | 26.42 | ||
| PepsiCo, Inc. (PEP) | $15,001 - $50,000 | None (or less than $201) | 26.43 | ||
| Pfizer Inc. (PFE) | $1,001 - $15,000 | None (or less than $201) | 26.44 | ||
| POQUOSON VA GO AND REF BDS SER.2016 3.0% 02/15/2027 | $1,001 - $15,000 | $201 - $1,000 | Interest | 26.45 | |
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 26.46 | ||
| SPDR S&P 600 Small Cap Value ETF (SLYV) | $100K - $250K | $1,001 - $2,500 | 26.47 | ||
| PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) | $15,001 - $50,000 | None (or less than $201) | 26.48 | ||
| S&P Global, Inc. (SPGI) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 26.49 | |
| The TJX Cos., Inc. (TJX) | $15,001 - $50,000 | None (or less than $201) | 26.50 | ||
| UnitedHealth Group, Inc. (UNH) | $50,001 - $100K | None (or less than $201) | 26.51 | ||
| United Parcel Service, Inc. (UPS) | $1,001 - $15,000 | None (or less than $201) | 26.52 | ||
| VIRGINIA BEACH VA GO PUB IMPT REF BDS 5.0% 09/15/2027 SER. 2015B | $1,001 - $15,000 | $201 - $1,000 | Interest | 26.53 | |
| VIRGINIA COLLEGE BLDG AUTH VA EDL 3.0% 02/01/2027 FACS REV 21ST CENTY COLLEGE & EQUIP PROG REV BDS SER. 2015 D | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 26.54 | |
| VIRGINIA COMMLTH TRANSN BRD FED 5.0% 09/15/2025 TRANSN GRNT ANTIC REV REF NTS SER. 2017 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 26.55 | |
| VIRGINIA ST PUB BLDG AUTH PUB FACS REV 4.0% 08/01/2036 BDS SER. 2018A | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 26.56 | |
| VIRGINIA ST PUB SCH AUTH SCH FINANCING 4.0% 08/01/2025 REF BDS SER. 2014 B | $50,001 - $100K | $1,001 - $2,500 | Interest | 26.57 | |
| Verizon Communications, Inc. (VZ) | $15,001 - $50,000 | None (or less than $201) | 26.58 | ||
| Walmart, Inc. (WMT) | $50,001 - $100K | None (or less than $201) | 26.59 | ||
| W.R. Berkley Corp. (WRB) | $50,001 - $100K | None (or less than $201) | 26.60 | ||
| Advanced Micro Devices, Inc. (AMD) | $15,001 - $50,000 | None (or less than $201) | 26.61 | ||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $50,001 - $100K | $2,501 - $5,000 | 26.62 | ||
| Residential real estate, Vienna, VA | $500K - $1M | None (or less than $201) | 27 | ||
| Investment account #1 | 28 | ||||
| AFAXX (American US Govt Money Market A) | $15,001 - $50,000 | $1,001 - $2,500 | 28.1 | ||
| INHERITED IRA | 28.2 | ||||
| American Funds Bond Fund of America A (ABNDX) | $1,001 - $15,000 | None (or less than $201) | 28.2.1 | ||
| Growth Fund of America Class A Shares (AGTHX) | $1,001 - $15,000 | None (or less than $201) | 28.2.2 | ||
| New Perspective Fund Class A Shares (ANWPX) | $1,001 - $15,000 | None (or less than $201) | 28.2.3 | ||
| American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $1,001 - $15,000 | None (or less than $201) | 28.2.4 | ||
| American Funds Strategic Bond Fund Class A Shares (ANBAX) | $1,001 - $15,000 | None (or less than $201) | 28.2.5 | ||
| Washington Mutual Investors Fund Class A Shares (AWSHX) | $1,001 - $15,000 | None (or less than $201) | 28.2.6 | ||
| U.S. Bank #2 (Cash Account) | $1,001 - $15,000 | None (or less than $201) | 28.2.7 | ||
| HGI Opportunity Fund XIII, LP | $100K - $250K | $2,501 - $5,000 | 29 | ||
| Purim Aqua II LLC | 30 | ||||
| Algas Panamenas (seaweed farming) | $15,001 - $50,000 | None (or less than $201) | 30.1 | ||
| Fidelity Government Money Market Fund Fidelity Government Money Market Fund- Class S (FZSXX) | None (or less than $1,001) | $2,501 - $5,000 | 31 | ||
| Fidelity Money Market Fund (SPRXX) | None (or less than $1,001) | $100K - $1M | 32 | ||
| Fidelity Money Market Portfolio Institutional Class (FNSXX) | None (or less than $1,001) | $15,001 - $50,000 | 33 |
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)
About the Data
Most political appointees and senior officials in the executive branch are required by law to file public financial disclosure reports. These are documents that detail their financial holdings, positions they hold outside government, their spouse’s holdings, their liabilities and their recent financial transactions (such as buying or selling stock) during a defined reporting period.
The most senior officials file their disclosures with an agency called the Office of Government Ethics, and others file them with a designated ethics official within their agency. The Ethics in Government Act allows members of the public and the press to request these documents.
We’re publishing this information to give the public an important glimpse into the financial ties of a powerful and often hidden cadre of presidential appointees within the federal bureaucracy.
The main document type included in the database is the OGE Form 278e, which appointees must file when they are nominated (for Senate-confirmed appointees) or when they enter government (all others), and then annually while in the position. Another common document included is the OGE Form 278-T, also known as a periodic transaction report, which all public filers must submit within 30 days of a transaction. We are also making other ethics documents available, such as ethics agreements, certificates of divestiture and other documents we have obtained under the Ethics in Government Act.
Join us on Wednesday, April 8 for a walkthrough of ProPublica's new database of financial disclosures from Trump appointees and any potential conflicts they reveal. Register here.
Related Stories
Read ProPublica reporting on the disclosure documents.
