Jeffrey A. Bartos
Reported Asset Values
$3.7M–$12M+
The data on this page comes from a financial disclosure filed by Jeffrey A. Bartos, who was picked to be: Representative of the United States of America to the United Nations for UN Management & Reform, 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)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Last Line Strategies LLC | President, 11/2023 - Present | 1 | |
| FMG Operating Company LLC (uncompensated) | Senior Advisor, 1/2015 - Present | 2 | |
| JAB Energy Services LLC (uncompensated) | President, 1/2015 - Present | 3 | |
| Pennsylvania 30 Day Fund, Inc. (uncompensated) | Board Chairman, 5/2020 - 12/2024 | 4 | |
| ESB Holdings LLC (uncompensated) | Managing Member, 10/2003 - Present | LLC is inactive. | 5 |
| 1229-1247 N. 27th Street Partners LLC (uncompensated) | Class A Member and Class B Managing Member, 9/2016 - Present | 6 | |
| North 27th Street Partners LLC (uncompensated) | Member, 3/2017 - Present | 7 | |
| FTB Development LLC (uncompensated) | Managing Member, 1/2015 - 12/2024 | 8 | |
| 825 East Lancaster Partners II LP | Managing Partner, 1/2016 - Present | 9 | |
| KB Lancaster Avenue LLC (uncompensated) | Managing Member, 1/2016 - Present | 10 | |
| KB Buck Road LLC | Managing Member, 2/2017 - 12/2024 | 11 | |
| Trafalgar Community Association, Inc. (uncompensated) | Treasurer, 2/2023 - Present | 12 | |
| SemCap Food and Nutrition Fund | Consultant, 11/2023 - Present | 13 | |
| Foxlane Homes LLC | Consultant, 6/2024 - Present | 14 | |
| JBCB Brewerytown LLC (uncompensated) | Managing Member, 12/2016 - Present | 15 | |
| The Sheryl G. Bartos Revocable Trust | Trustee, 8/2015 - Present | 16 | |
| IBung, Inc. | Director and Secretary, 3/2023 - 11/2024 | 17 | |
| Empire Aviation USA, Inc. | Director, 11/2022 - 7/2023 | 18 |
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. |
|---|---|---|---|---|---|
| Last Line Strategies LLC (business consulting) | $15,001 - $50,000 | $377K | Business Income | 1 | |
| SemCap Food and Nutrition Fund | $17,000 | Consulting Fees | 2 | ||
| Foxlane Homes LLC | $36,750 | Consulting Fees | 3 | ||
| 825 East Lancaster Partners II LP (real estate development) | None (or less than $1,001) | $11,303 | Business Income | 4 | |
| KB Buck Road LLC (real estate development) | None (or less than $1,001) | $9,145 | Business Income | 5 | |
| IRA #1 | 6 | ||||
| Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | 6.1 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 6.2 | ||
| Algonquin Power & Utilities Corp. Common Shares (AQN) | $1,001 - $15,000 | None (or less than $201) | 6.3 | ||
| Axon Enterprise Inc. Common Stock (AXON) | $15,001 - $50,000 | None (or less than $201) | 6.4 | ||
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | 6.5 | ||
| The Carlyle Group Inc. Common Stock (CG) | $1,001 - $15,000 | None (or less than $201) | 6.6 | ||
| Costco Wholesale Corp. (COST) | $15,001 - $50,000 | None (or less than $201) | 6.7 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 6.8 | ||
| Eventbrite, Inc. (EB) | $1,001 - $15,000 | None (or less than $201) | 6.9 | ||
| EQT Corp. (EQT) | $1,001 - $15,000 | None (or less than $201) | 6.10 | ||
| Fidelity Wise Origin Bitcoin Fund | $1,001 - $15,000 | None (or less than $201) | 6.11 | ||
| Fidelity Money Market Fund Premium Class (FZDXX) | $1,001 - $15,000 | None (or less than $201) | 6.12 | ||
| Fidelity ZERO Total Market Index Fund (FZROX) | $100K - $250K | None (or less than $201) | 6.13 | ||
| Gap, Inc. (GPS) | $1,001 - $15,000 | None (or less than $201) | 6.14 | ||
| Robinhood Markets Inc. Class A Common Stock (HOOD) | $15,001 - $50,000 | None (or less than $201) | 6.15 | ||
| International Paper Co. (IP) | $1,001 - $15,000 | None (or less than $201) | 6.16 | ||
| MFA Financial, Inc. (MFA) | $1,001 - $15,000 | None (or less than $201) | 6.17 | ||
| Morgan Stanley (ms) | $15,001 - $50,000 | None (or less than $201) | 6.18 | ||
| Netflix, Inc. (NFLX) | $15,001 - $50,000 | None (or less than $201) | 6.19 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 6.20 | ||
| PepsiCo, Inc. (PEP) | $15,001 - $50,000 | None (or less than $201) | 6.21 | ||
| The RealReal, Inc. (REAL) | $1,001 - $15,000 | None (or less than $201) | 6.22 | ||
| Sila Realty Trust, Inc. (SILA) | $1,001 - $15,000 | None (or less than $201) | 6.23 | ||
| SpringWorks Therapeutics Inc. Common Stock (SWTX) | $1,001 - $15,000 | None (or less than $201) | 6.24 | ||
| ThredUp Inc. Class A Common Stock (TDUP) | $15,001 - $50,000 | None (or less than $201) | 6.25 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | 6.26 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 6.27 | ||
| Axon Enterprise, Inc. (AAXN) | $15,001 - $50,000 | None (or less than $201) | 6.28 | ||
| IRA #2 | 7 | ||||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $1,001 - $15,000 | None (or less than $201) | 7.1 | ||
| Citigroup, Inc. (C) | $15,001 - $50,000 | None (or less than $201) | 7.2 | ||
| The Chemours Co. (CC) | $15,001 - $50,000 | None (or less than $201) | 7.3 | ||
| Chevron Corp. (CVX) | $15,001 - $50,000 | None (or less than $201) | 7.4 | ||
| DigitalBridge Group Inc. (DBRG) | $1,001 - $15,000 | None (or less than $201) | 7.5 | ||
| Delek US Holdings, Inc. (DK) | $1,001 - $15,000 | None (or less than $201) | 7.6 | ||
| DraftKings Inc. Class A Common Stock (DKNG) | $1,001 - $15,000 | None (or less than $201) | 7.7 | ||
| Douglas Elliman Inc. Common Stock (DOUG) | $1,001 - $15,000 | None (or less than $201) | 7.8 | ||
| Elevance Health Inc. Common Stock (ELV) | $15,001 - $50,000 | None (or less than $201) | 7.9 | ||
| Fortrea Holdings, Inc. (FTRE) | $1,001 - $15,000 | None (or less than $201) | 7.10 | ||
| Fidelity ZERO Total Market Index Fund (FZROX) | $50,001 - $100K | None (or less than $201) | 7.11 | ||
| Permanent TSB Group Holdings PLC (ILPMF) | $1,001 - $15,000 | None (or less than $201) | 7.12 | ||
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | None (or less than $201) | 7.13 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 7.14 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $15,001 - $50,000 | None (or less than $201) | 7.15 | ||
| MFA Financial, Inc. (MFA) | $1,001 - $15,000 | None (or less than $201) | 7.16 | ||
| Moderna Inc. Common Stock (MRNA) | $1,001 - $15,000 | None (or less than $201) | 7.17 | ||
| Morgan Stanley (ms) | $100K - $250K | None (or less than $201) | 7.18 | ||
| Olin Corp. (OLN) | $15,001 - $50,000 | None (or less than $201) | 7.19 | ||
| On Holding AG Class A Ordinary Shares (ONON) | $1,001 - $15,000 | None (or less than $201) | 7.20 | ||
| PepsiCo, Inc. (PEP) | $15,001 - $50,000 | None (or less than $201) | 7.21 | ||
| Palantir Technologies Inc. Class A Common Stock (PLTR) | $15,001 - $50,000 | None (or less than $201) | 7.22 | ||
| Prospect Capital Corporation Common Stock (PSEC) | $1,001 - $15,000 | None (or less than $201) | 7.23 | ||
| Snowflake Inc. Class A Common Stock (SNOW) | $1,001 - $15,000 | None (or less than $201) | 7.24 | ||
| Solventum corp. (SOLV) | $15,001 - $50,000 | None (or less than $201) | 7.25 | ||
| Smurfit WestRock PLC (SW) | $15,001 - $50,000 | None (or less than $201) | 7.26 | ||
| Tronox Holdings Plc (TROX) | $1,001 - $15,000 | None (or less than $201) | 7.27 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 7.28 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100K | None (or less than $201) | 7.29 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 7.30 | ||
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $15,001 - $50,000 | None (or less than $201) | 7.31 | ||
| Financial Select Sector SPDR Fund (XLF) | $15,001 - $50,000 | None (or less than $201) | 7.32 | ||
| Real Estate Select Sector SPDR Fund (XLRE) | $1,001 - $15,000 | None (or less than $201) | 7.33 | ||
| Palantir Technologies Inc. Class A Common Stock (PLTR) | $15,001 - $50,000 | None (or less than $201) | 7.34 | ||
| North 27th Street Partners LLC | 8 | ||||
| 1229-1247 North 27th Street Partners LLC, Residential Real Estate, Philadelphia PA | $250K - $500K | $5,001 - $15,000 | Rent or Royalties | 8.1 | |
| JBCB Brewerytown LLC (real estate development) | 9 | ||||
| 1229-1247 North 27th Street Partners LLC, Residential Real Estate, Philadelphia PA | $1M - $5M | $15,001 - $50,000 | Rent or Royalties | 9.1 | |
| JAB Energy Services LLC (program management) | $50,001 - $100K | None (or less than $201) | 10 |
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. |
|---|---|---|---|
| Last Line Strategies LLC | My business will be inactive during my appointment. (2023-11-01) | 1 | |
| North 27th Street Partners LLC | My business partners will manage the day to day operations of the business and I will retain passive ownership interest only. (2016-09-01) | 2 | |
| JAB Energy Services LLC | Upon my appointment, I will transfer 100% of my ownership interests in the business to my wife. Thereafter, my wife will manage the day to day operations of the business. (2015-01-01) | 3 | |
| 825 East Lancaster Partners II LP | My business partner will manage the day to day operations of the business and I will retain passive ownership interest only. (2016-01-01) | 4 | |
| FTB Development LLC | Business ceased operating as of December 31, 2024, filed final tax return and obtained a Clearance Certifcate from the Commonwealth of Pennsylvania. (2016-01-01) | 5 | |
| KB Lancaster Avenue LLC | My business partners will manage the day to day operations of the business and I will retain passive ownership interest only. (2016-01-01) | 6 | |
| KB Buck Road LLC | We sold this business as of December 31, 2024 and I have no further obligations or responsibilities thereto. (2017-02-01) | 7 | |
| JBCB Brewerytown LLC | My business partners will manage the day to day operations of the business and I will retain passive ownership interest only. (2016-12-01) | 8 | |
| ESB Holdings LLC | My business will be inactive during my appointment. (2003-10-01) | 9 | |
| 1229-1247 N. 27th Street Partners LLC | My business partners will manage the day to day operations of the business and I will retain passive ownership interest only. (2016-09-01) | 10 |
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. |
|---|---|---|---|
| SemCap Food and Nutrition Fund | Business development consulting. | 1 | |
| Foxlane Homes LLC | Services as real estate industry expert witness. | 2 | |
| Last Line Strategies LLC | Services as President | 3 | |
| FTB Development LLC | Services as Managing Member | 4 | |
| 825 East Lancaster Partners II LP | Services as Managing Partner | 5 | |
| North 27th Street Partners LLC | Services as Member | 6 | |
| JAB Energy Services LLC | Services as President | 7 | |
| JBCB Brewerytown LLC | Services as Managing Member | 8 | |
| Aeroseal, Inc. | Aeroseal, Inc. is the client of Last Line Strategies LLC | 9 | |
| 1229-1247 N. 27th Street Partners LLC | Residential Rental Property. Member of the Class A Member (North 27th Street Partners LLC) and Managing Member of the Class B Member (JBCB Brewerytown LLC) | 10 |
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. |
|---|---|---|---|---|---|
| FMG Operating Company LLC (residential construction) | $100K - $250K | Business income | 1 | ||
| SEP 401K | 2 | ||||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| Apple, Inc. (AAPL) | $50,001 - $100K | None (or less than $201) | 2.2 | ||
| American Water Works Co., Inc. (AWK) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| The Chemours Co. (CC) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| Delek US Holdings, Inc. (DK) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| DraftKings Inc. Class A Common Stock (DKNG) | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Expand Energy Corp (EXE) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | None (or less than $201) | 2.8 | ||
| Permanent TSB Group Holdings PLC (ILPMF) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| Oaktree Specialty Lending Corporation Common Stock (OCSL) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| Tronox Holdings Plc (TROX) | None (or less than $1,001) | None (or less than $201) | 2.11 | ||
| FMG Operating Company LLC | Salary | 3 |
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. |
|---|---|---|---|---|---|
| Seminal Food and Nutrition Investments SPV IV, LP | 1 | ||||
| Lyrical Foods, Inc. Series A Preferred Shares | $15,001 - $50,000 | None (or less than $201) | 1.1 | ||
| Seminal Food and Nutrition Investments SPV VI, LP | 2 | ||||
| Aloha Holdco, Inc. Series A Preferred Shares | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| One Tower Biscotti, LLC | 3 | ||||
| Connected International, Inc. | $15,001 - $50,000 | None (or less than $201) | 3.1 | ||
| Fitler Club Holdings LLC (membership club) | $50,001 - $100K | None (or less than $201) | 4 | ||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 5 | ||
| U.S. Bank #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | 6 | ||
| Brokerage account 1 | 7 | ||||
| Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | $1,001 - $2,500 | 7.1 | ||
| Antero Midstream Corporation (AM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 7.2 | |
| BP p.l.c. Common Stock (BP) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 7.3 | |
| Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | $1,001 - $15,000 | None (or less than $201) | 7.4 | ||
| The Chemours Co. (CC) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 7.5 | |
| Calumet Specialty Products Partners L.P. Common Units (CLMT) | $1,001 - $15,000 | None (or less than $201) | 7.6 | ||
| Costco Wholesale Corp. (COST) | $15,001 - $50,000 | None (or less than $201) | 7.7 | ||
| Elevance Health Inc. Common Stock (ELV) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 7.8 | |
| EQT Corp. (EQT) | $1,001 - $15,000 | None (or less than $201) | 7.9 | ||
| Energy Transfer LP Common Units (ET) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7.10 | |
| Expand Energy Corp (EXE) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7.11 | |
| Fidelity Money Market Fund Premium Class (FZDXX) | $500K - $1M | $15,001 - $50,000 | 7.12 | ||
| Fidelity ZERO Total Market Index Fund (FZROX) | $50,001 - $100K | $1,001 - $2,500 | 7.13 | ||
| Goldman Sachs Group Inc (gs) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 7.14 | |
| Goodyear Tire & Rubber Co. (GT) | $15,001 - $50,000 | None (or less than $201) | 7.15 | ||
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 7.16 | |
| Mastercraft Boat Holdings, Inc. (MCFT) | $1,001 - $15,000 | None (or less than $201) | 7.17 | ||
| Morgan Stanley (ms) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 7.18 | |
| Nike, Inc. (NKE) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7.19 | |
| Pfizer Inc. (PFE) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7.20 | |
| SOLVENTUM CORP (SOLV) | $15,001 - $50,000 | None (or less than $201) | 7.21 | ||
| Smurfit WestRock PLC (SW) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7.22 | |
| ThredUp Inc. Class A Common Stock (TDUP) | $1,001 - $15,000 | None (or less than $201) | 7.23 | ||
| Target Corp. (TGT) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 7.24 | |
| Tronox Holdings Plc (TROX) | $1,001 - $15,000 | None (or less than $201) | 7.25 | ||
| Tesla, Inc. (TSLA) | $15,001 - $50,000 | None (or less than $201) | 7.26 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 7.27 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | 7.28 | ||
| General Motors Co. (GM) | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 7.29 | |
| M.D.C. Holdings, Inc. (MDC) | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains | 7.30 | |
| FHN.PRD | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 7.31 | |
| WestRock Co. (WRK) | None (or less than $1,001) | $2,501 - $5,000 | Capital Gains | 250 shares of WRK were exchanged in 2024 for 250 shares of Smurfit Westrock (SW) | 7.32 |
| Constellation Energy Corporation Common Stock (CEG) | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 7.33 | |
| UniFirst Corp. (UNF) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 7.34 | |
| Fidelity Tax-Exempt Money Market Fund Tax- Free Money Market Fund (FMOXX) | None (or less than $1,001) | None (or less than $201) | 7.35 | ||
| Brokerage account 2 | 8 | ||||
| Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | $1,001 - $2,500 | 8.1 | ||
| Antero Midstream Corporation (AM) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 8.2 | |
| Ameriprise Financial, Inc. (AMP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 8.3 | |
| American Express Co. (AXP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 8.4 | |
| Boeing CO (BA) | $15,001 - $50,000 | None (or less than $201) | 8.5 | ||
| BGC Group, Inc. Class A (BGC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 8.6 | |
| Citigroup, Inc. (C) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 8.7 | |
| The Chemours Co. (CC) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 8.8 | |
| Calumet Specialty Products Partners L.P. Common Units (CLMT) | $50,001 - $100K | None (or less than $201) | 8.9 | ||
| Energy Transfer LP Common Units (ET) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 8.10 | |
| Fidelity Money Market Fund Premium Class (FZDXX) | $100K - $250K | $5,001 - $15,000 | 8.11 | ||
| Fidelity ZERO Total Market Index Fund (FZROX) | $100K - $250K | $1,001 - $2,500 | 8.12 | ||
| Alphabet, Inc. (GOOG) | $250K - $500K | $1,001 - $2,500 | Dividends | 8.13 | |
| Goldman Sachs Group Inc (gs) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 8.14 | |
| Hewlett-Packard Enterprise Co. (HPE) | $1,001 - $15,000 | None (or less than $201) | 8.15 | ||
| HP, Inc. (HPQ) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 8.16 | |
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 8.17 | |
| Meta Platforms Inc. Class A Common Stock (META) | $50,001 - $100K | $201 - $1,000 | Dividends | 8.18 | |
| MPLX LP Common Units Representing Limited Partner Interests (MPLX) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 8.19 | |
| Merck & Co., Inc. (mrk) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 8.20 | |
| Netflix, Inc. (NFLX) | $50,001 - $100K | None (or less than $201) | 8.21 | ||
| Nike, Inc. (NKE) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 8.22 | |
| Newmark Group, Inc. (NMRK) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 8.23 | |
| Oaktree Specialty Lending Corporation Common Stock (OCSL) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 8.24 | |
| Olin Corp. (OLN) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 8.25 | |
| PepsiCo, Inc. (PEP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 8.26 | |
| Philip Morris International, Inc. (PM) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 8.27 | |
| SOLVENTUM CORP (SOLV) | $15,001 - $50,000 | None (or less than $201) | 8.28 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | $201 - $1,000 | 8.29 | ||
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 8.30 | |
| Financial Select Sector SPDR Fund (XLF) | $15,001 - $50,000 | $201 - $1,000 | 8.31 | ||
| Real Estate Select Sector SPDR Fund (XLRE) | $1,001 - $15,000 | None (or less than $201) | 8.32 | ||
| Walgreens Boots Alliance, Inc. (WBA) | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 8.33 | |
| CoinBase Wallet | 9 | ||||
| Ethereum | $1,001 - $15,000 | None (or less than $201) | 9.1 | ||
| Life Insurance Trust | 10 | ||||
| Equitable Holdings Inc., variable life | 10.1 | ||||
| EQ/Common Stock Index | $100K - $250K | None (or less than $201) | 10.1.1 | ||
| EQ/Equity 500 Index | $100K - $250K | None (or less than $201) | 10.1.2 | ||
| EQ/PIMCO Total Return | $15,001 - $50,000 | None (or less than $201) | 10.1.3 | ||
| Development Corporation for Israel/Israel Bonds | $1,001 - $15,000 | $201 - $1,000 | Interest | 11 |
Transactions
Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| Apple, Inc. (AAPL) | $100K - $250K | Sale, 2025-09-30
 | 1 | |
| Fidelity ZERO Total Market Index Fund (FZROX) | $250K - $500K | Purchase, 2025-11-26
| 1 | |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | Purchase, 2025-11-20
| 1 | |
| Goodyear Tire & Rubber Co. (GT) | $1,001 - $15,000 | Sale, 2025-12-31
| 1 | |
| Netflix, Inc. (NFLX) | $1,001 - $15,000 | Purchase, 2026-01-26
| 1 | |
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $15,001 - $50,000 | Sale, 2026-02-17
| 1 | |
| Financial Select Sector SPDR Fund (XLF) | $50,001 - $100K | Sale, 2025-11-20
| 1 | |
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $1,001 - $15,000 | Sale, 2025-10-28
| 1 | |
| Fidelity Money Market Fund Premium Class (FZDXX) | $50,001 - $100K | Purchase, 2025-11-28
| 2 | |
| Target Corp. (TGT) | $1,001 - $15,000 | Sale, 2025-12-31
| 2 | |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | Purchase, 2025-11-25
| 2 | |
| Axon Enterprise Inc. Common Stock (AXON) | $15,001 - $50,000 | Sale, 2026-01-02
| 2 | |
| Calumet Specialty Products Partners L.P. Common Units (CLMT) | $50,001 - $100K | Sale, 2026-02-26
| 2 | |
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $1,001 - $15,000 | Sale, 2025-09-12
| 2 | |
| Meta Platforms Inc. Class A Common Stock (META) | $50,001 - $100K | Sale, 2025-11-20
| 2 | |
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $1,001 - $15,000 | Sale, 2025-11-10
| 2 | |
| Fidelity ZERO Total Market Index Fund (FZROX) | $250K - $500K | Purchase, 2025-11-28
| 3 | |
| Fidelity ZERO Total Market Index Fund (FZROX) | $15,001 - $50,000 | Purchase, 2025-11-20
| 3 | |
| Goldman Sachs Group Inc (gs) | $15,001 - $50,000 | Sale, 2025-11-20
| 3 | |
| Financial Select Sector SPDR Fund (XLF) | $50,001 - $100K | Sale, 2025-09-30
| 3 | |
| Calumet Specialty Products Partners L.P. Common Units (CLMT) | $15,001 - $50,000 | Sale, 2026-02-26
| 3 | |
| Tronox Holdings Plc (TROX) | $1,001 - $15,000 | Sale, 2025-11-28
| 4 | |
| Palantir Technologies Inc. Class A Common Stock (PLTR) | $15,001 - $50,000 | Sale, 2025-09-30
| 4 | |
| Delek US Holdings, Inc. (DK) | $15,001 - $50,000 | Sale, 2026-03-03
| 4 | |
| Alphabet, Inc. (GOOG) | $250K - $500K | Sale, 2025-11-20
| 4 | |
| Fidelity ZERO Total Market Index Fund (FZROX) | $50,001 - $100K | Purchase, 2025-11-20
| 4 | |
| Fidelity Total Market Index Fund (FSKAX) | $50,001 - $100K | Purchase, 2025-11-28
| 5 | |
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | Sale, 2025-09-30
| 5 | |
| Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | Purchase, 2025-11-20
| 5 | |
| ILPMF (Permanent TSB Group PLC) | $1,001 - $15,000 | Sale, 2026-03-04
| 5 | |
| Alphabet, Inc. (GOOGL) | $250K - $500K | Sale, 2025-11-20
| 5 | |
| JPMorgan Chase & Co. (JPM) | $50,001 - $100K | Sale, 2025-11-20
| 6 | |
| Meta Platforms Inc. Class A Common Stock (META) | $15,001 - $50,000 | Sale, 2025-09-30
| 6 | |
| Calumet Specialty Products Partners L.P. Common Units (CLMT) | $15,001 - $50,000 | Sale, 2026-03-05
| 6 | |
| On Holding AG Class A Ordinary Shares (ONON) | $1,001 - $15,000 | Purchase, 2025-11-28
| 6 | |
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100K | Purchase, 2025-11-20
| 6 | |
| Merck & Co., Inc. (mrk) | $15,001 - $50,000 | Sale, 2025-11-20
| 7 | |
| Snowflake Inc. Class A Common Stock (SNOW) | $1,001 - $15,000 | Purchase, 2025-11-28
| 7 | |
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | Sale, 2025-09-30
| 7 | |
| G. Willi-Food International Ltd. Ordinary Shares (WILC) | $1,001 - $15,000 | Sale, 2025-11-25
| 7 | |
| Apple, Inc. (AAPL) | $1,001 - $15,000 | Sale, 2025-09-30
| 8 | |
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | Purchase, 2025-11-28
| 8 | |
| Citigroup, Inc. (C) | $50,001 - $100K | Sale, 2025-11-20
| 8 | |
| Robinhood Markets Inc. Class A Common Stock (HOOD) | $15,001 - $50,000 | Purchase, 2025-11-21
| 9 | |
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | Sale, 2025-11-20
| 9 | |
| Citigroup, Inc. (C) | $15,001 - $50,000 | Sale, 2025-09-30
| 9 | |
| Goldman Sachs Group Inc (gs) | $50,001 - $100K | Sale, 2025-11-20
| 10 |
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)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| Chase bank | type: Mortgage on Personal Residence, amount: $250,001 - $500,000, year-incurred: 2021, rate: 2.875%, term: 30 years | 1 |
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.
Related Stories
Read ProPublica reporting on the disclosure documents.
