Bryan Bedford
The data on this page comes from a financial disclosure filed by Bryan Bedford, who was picked to be: Administrator, Federal Aviation Administration, Department of Transportation. 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. |
|---|---|---|---|
| Republic Airways Holdings, Inc. | President , CEO and Member of the Board of Directors, 7/1999 - Present | Line items 3-5 and 7-15 in this part are all wholly-owned subsidiaries of this entity. | 1 |
| Hyannis Air Services, Inc. dba Cape Air | Member of the Board of Directors, 6/2021 - Present | 2 | |
| Republic Airways, Inc. | President and CEO, 7/1999 - Present | 3 | |
| Republic Airways Services, Inc. | President and CEO, 6/2008 - Present | 4 | |
| Lynx Aviation, Inc. | President and CEO, 3/2012 - Present | 5 | |
| Hyannis Air Services, Inc. dba Cape Air | Chair of the Audit Committee, 6/2024 - Present | 6 | |
| Carmel Finance 2015 LLC | President and CEO, 7/2015 - Present | 7 | |
| Brickyard Lane Holding LLC | President and CEO, 7/2023 - Present | 8 | |
| 1 Brickyard Lane LLC | President and CEO, 6/2023 - Present | 9 | |
| 25 Brickyard Lane LLC | President and CEO, 6/2023 - Present | 10 | |
| Leadership in Flight Training Academy LLC | President and CEO, 5/2018 - Present | 11 | |
| LIFT Aircraft LLC | President and CEO, 5/2018 - Present | 12 | |
| LIFT Maintenance LLC | President and CEO, 5/2018 - Present | 13 | |
| Lynx Connection LLC | President and CEO, 9/2022 - Present | 14 | |
| Brickyard Connection LLC | President and CEO, 5/2017 - Present | 15 | |
| Regional Airline Association | Secretary of the Executive Committee, 9/2023 - Present | 16 |
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. |
|---|---|---|---|---|---|
| Republic Airways Holdings, Inc | 1 | ||||
| Republic Airways Holdings, Inc. | $978K | salary | 1.1 | ||
| Republic Airways Holdings, Inc. Long Term Incentive Plan (performance cash bonus) [Award years 2021-2024] | $5.8M | bonus | The Long-Term Incentive (LTI) Awards are vested/earned over a three-year period. The bonus in this entry includes my Long-Term Inventive (LTI) Award payments that I received in 2024 and 2025. The 2024 payment includes portions of my LTI Awards from the 2021, 2022, and 2023 performance years. The 2025 payment includes portions of my LTI awards from the 2022, 2023, and 2024 performance years. LTI Awards are usually disbursed in March of each year. | 1.2 | |
| Republic Airways Holdings Inc. Short Term Incentive Plan (performance cash bonus for 1/1/2024-12/31/2024, received 12/2024 and 3/2025) | $3.4M | bonus | STI distribution is done annually. However the board has the discretion to, and has historically, paid a portion of the STI award in the December prior to the March distribution [e.g. portion of performance year 2024 (1/1/2024-12/31/2024) was paid in December 2024, and balance paid was paid March 2025] | 1.3 | |
| Republic Airways Holdings Inc. Short Term Incentive Plan anticipated cash bonus pro- rated for CY 2025 (1/1/2025 to the date of my separation) | $250K - $500K | None (or less than $201) | The value of the anticipated bonus is based upon a separation date of May 31, 2025. The actual amount will be adjusted to represent the amount due based upon my actual date of separation. | 1.4 | |
| Republic Airways Holdings, Inc., anticipated severance | $5M - $25M | None (or less than $201) | Pursuant to my employment agreement and severance agreement, I am entitled to two times by current base salary plus two times my annual (short-term) incentive bonus for Calendar Year 2024. Other receivables from Republic Airways Holdings are listed elsewhere in Part 2 of this report. | 1.5 | |
| Republic Airways Holdings, Inc. Omnibus Incentive Plan [2020 grant] vested restricted stock units | $5M - $25M | None (or less than $201) | 1.6 | ||
| Republic Airways Holdings, Inc. Omnibus Incentive Plan [2025 grants] unvested restricted stock units | $1M - $5M | None (or less than $201) | 1.7 | ||
| Republic Airways Holdings Inc., anticipated payment for outstanding unvested portions of 2023-2025 Long-Term Incentive Awards | $5M - $25M | None (or less than $201) | 1.8 | ||
| Republic Airways Holdings, Inc., anticipated lump sum settlement of lifetime healthcare benefit | $500K - $1M | None (or less than $201) | 1.9 | ||
| Republic Airways Holdings, Inc., anticipated lump sum settlement of Universal Air Travel Plan, Inc. (UATP) card benefit | $250K - $500K | None (or less than $201) | 1.10 | ||
| Hyannis Air Services, Inc. dba Cape Air | $36,000 | Board of Directors and Chair of Audit Committee Fees | Board of Directors fees, $30,000. Chair Audit Committee Fees, $3,000. As of the date of this report, the filer has no outstanding receivables for services from this entity. | 2 | |
| Endeavor Air Savings 401K | 3 | ||||
| US Small/Mid Index | $100K - $250K | None (or less than $201) | 3.1 | ||
| US Large Cap Stock | $100K - $250K | None (or less than $201) | 3.2 | ||
| LIFECYCLE 2030 | $50,001 - $100K | None (or less than $201) | 3.3 | ||
| International Stock | $50,001 - $100K | None (or less than $201) | 3.4 | ||
| Republic Airways Holdings Inc. 401K Plan | 4 | ||||
| Janus Henderson Enterprise Fund Class N Shares (JDMNX) | $500K - $1M | None (or less than $201) | 4.1 | ||
| JPMorgan International Research Enhanced Equity Fund Class I Shares (OIEAX) | $250K - $500K | None (or less than $201) | 4.2 | ||
| BlackRock LifePath Index 2030 Fund Class K Shares (LINKX) | $250K - $500K | None (or less than $201) | 4.3 | ||
| Morgan Stanley Institutional Fund TrustGlobal Franchise Portfolio Class I Shares (MSFAX) | $100K - $250K | None (or less than $201) | 4.4 | ||
| American Century Small Cap Value Fund Class R6 Shares (ASVDX) | $100K - $250K | None (or less than $201) | 4.5 |
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. |
|---|---|---|---|
| Republic Airways Holdings, Inc. | Pursuant to the terms of the company's Omnibus Equity Incentive Plan, I was awarded and currently retain 11,925 vested restricted stock units and 10,575 unvested restricted stock units. Upon my resignation from the company, the Board of Directors will accelerate the vesting of a portion of my unvested restricted stock units (4,808). This acceleration will occur before I assume the duties of the position of Administrator. In addition, the remaining balance of my unvested restricted stock units (5,767) will be forfeited. At that time and consistent with company policy for departing executives, Republic will either buy back my vested restricted stock units or will convert my vested restricted stock units into private company stock. The company values its private stock annually, and the purchase price will be based upon the most recent valuation at the time of my resignation. In either event, I will divest my equity as soon as practicable but not later than 90 days after my confirmation. (2020-02-01) | 1 | |
| Republic Airways Holdings, Inc. | Pursuant to the terms of my severance agreement and the company's Short Term Incentive Plan, I will receive a pro-rated performance based bonus for services I provided during 2025 up to the date of my resignation. This bonus will be paid to me prior to assuming the duties of the position of Administrator. (2025-04-01) | 2 | |
| Endeavor Savings 401K | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (1995-07-01) | 3 | |
| Republic Airways Holdings Inc. 401K Plan | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (1999-07-01) | 4 | |
| Republic Airways Holdings, Inc. | Pursuant to the terms of my employment agreement and my April 1, 2025 severance agreement with the company, I will receive a lump sum severance payment prior to assuming the duties of the position of Administrator. (2017-02-01) | 5 | |
| Republic Airways Holdings, Inc. | Pursuant to my employment and my April 1, 2025 severance agreements with the company, I am entitled to receive a lifetime healthcare benefit from the company. Prior to assuming the duties of my position, the company will settle this benefit by providing me with a fixed lump sum cash payment. (2025-04-01) | 6 | |
| Republic Airways Holdings, Inc. | Pursuant to the company’s Universal Air Travel Plan Inc. (UATP), and the terms of my employment and severance agreements, I am entitled to receive a lifetime travel benefit card. Prior to assuming the duties of my position, the company will settle this benefit by providing me with a fixed lump sum amount. (2025-04-01) | 7 | |
| Republic Airways Holdings, Inc. | Pursuant to the terms of the company’s Long Term Incentive (cash bonus) Plan (LTIP) and my severance agreement, the board of directors has agreed to accelerate the vesting of my award performance grants for 2023, 2024 and 2025, that include performance for calendar years 2025-2027 and will pay me my cash bonus prior to assuming the duties of Administrator. (2025-04-01) | 8 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
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. |
|---|---|---|---|---|---|
| LMCG Investments, LLC Managed Portfolio | 1 | ||||
| Des Moines Iowa 2.000% Due 06-01-25 | $15,001 - $50,000 | $201 - $1,000 | Interest | 1.1 | |
| Indiana St Fin Auth Wastewater 5.000% Due 10-01-25 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.2 | |
| Mcfarland Wis 3.000% Due 03-01-26 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.3 | |
| Ball St Univ Ind Univ Revs 5.000% Due 07-01- 26 | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| Largo Fla Cap Impt Rev 5.000% Due 09-01-28 | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.5 | |
| Msd Wash Twp Ind Sch Bldg Corp 5.000% Due 01-15-29 | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| Mc Keesport Pa Area Sch Dist 4.000% Due 10-01-29 | $15,001 - $50,000 | $201 - $1,000 | Interest | 1.7 | |
| Los Angeles Cnty Calif Pub Wks 5.000% Due 12-01-29 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.8 | |
| District Columbia Hsg Fin Agy 4.450% Due 06-15-31 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.9 | |
| Bellevue Wash 4.000% Due 12-01-32 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.10 | |
| Texas St 5.000% Due 10-01-33 | $50,001 - $100K | $2,501 - $5,000 | Interest | 1.11 | |
| Texas Water Dev Brd 4.000% Due 10-15-33 | $15,001 - $50,000 | $2,501 - $5,000 | Interest | 1.12 | |
| IPS MULTI-SCH BLDG CORP IND 5.000% Due 01-15-34 | $15,001 - $50,000 | None (or less than $201) | 1.13 | ||
| Indianapolis Ind Loc Pub Impt Bd Bk 5.000% Due 02-01-35 | $15,001 - $50,000 | $201 - $1,000 | Interest | 1.14 | |
| Brunswick Cnty N C Enterprise 4.000% Due 04-01-35 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.15 | |
| Northglenn Colo Wastewater Rev 4.000% Due 12-01-35 | $15,001 - $50,000 | $201 - $1,000 | Interest | 1.16 | |
| New York N Y City Transitional Fin Auth Rev 5.000% Due 02-01-37 | $15,001 - $50,000 | $201 - $1,000 | Interest | 1.17 | |
| Dare Cnty N C Ltd Oblig 3.000% Due 06-01- 37 | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 1.18 | |
| Indiana St Fin Auth Rev 5.000% Due 02-01-39 | $50,001 - $100K | $2,501 - $5,000 | Interest | 1.19 | |
| Metropolitan Govt Nashville & Davidson Cnty Tenn Health & Edl Facs Brd 3.500% Due 02- 01-48 | $15,001 - $50,000 | $201 - $1,000 | Interest | 1.20 | |
| Schlumberger Ltd Com | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 1.21 | |
| Chevron Corp New Com | $50,001 - $100K | $2,501 - $5,000 | Dividends | 1.22 | |
| Valero Energy Corp New Com | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 1.23 | |
| Newmont Mining Corp Com | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.24 | |
| NORTHROP GRUMMAN CORP COM | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.25 | |
| Eaton Corp PLC Shs | $15,001 - $50,000 | None (or less than $201) | 1.26 | ||
| WESCO Intl Inc Com | $15,001 - $50,000 | None (or less than $201) | 1.27 | ||
| ROLLINS INC COM | $50,001 - $100K | $201 - $1,000 | Dividends | 1.28 | |
| WASTE CONNECTIONS INC COM | $50,001 - $100K | $201 - $1,000 | Dividends | 1.29 | |
| UNION PAC CORP COM | $1,001 - $15,000 | None (or less than $201) | 1.30 | ||
| Lululemon Athletica Inc Com | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| Evolution ADR | $15,001 - $50,000 | None (or less than $201) | 1.32 | ||
| WYNN RESORTS LTD | $15,001 - $50,000 | None (or less than $201) | 1.33 | ||
| Amazon Com Inc Com | $100K - $250K | None (or less than $201) | 1.34 | ||
| Booking Hldgs Inc Com | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.35 | |
| Abercrombie & Fitch Co Cl A | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| Coca Cola Co Com | $50,001 - $100K | $2,501 - $5,000 | Dividends | 1.37 | |
| PROCTER AND GAMBLE CO COM | $50,001 - $100K | $1,001 - $2,500 | Dividends | 1.38 | |
| Elf Beauty Ord | $15,001 - $50,000 | None (or less than $201) | 1.39 | ||
| ABBOTT LABS COM | $50,001 - $100K | $1,001 - $2,500 | Dividends | 1.40 | |
| DANAHER CORP DEL COM | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.41 | |
| Inspire Medical Systems Ord | $15,001 - $50,000 | None (or less than $201) | 1.42 | ||
| Zimmer Biomet Hldgs Inc Com | $15,001 - $50,000 | None (or less than $201) | 1.43 | ||
| Cigna Corporation Com | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.44 | |
| UNITEDHEALTH GROUP INC COM | $50,001 - $100K | $1,001 - $2,500 | Dividends | 1.45 | |
| Abbvie Inc Com | $50,001 - $100K | $2,501 - $5,000 | Dividends | 1.46 | |
| Regeneron Pharmaceuticals Com | $15,001 - $50,000 | None (or less than $201) | 1.47 | ||
| Jazz Pharmaceuticals PLC Shs Usd | $15,001 - $50,000 | None (or less than $201) | 1.48 | ||
| Roche Hldg Ltd Sponsored ADR | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.49 | |
| Bank Amer Corp Com | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 1.50 | |
| JPMORGAN CHASE & CO COM | $50,001 - $100K | $1,001 - $2,500 | Dividends | 1.51 | |
| Visa Inc Com CL A | $50,001 - $100K | $201 - $1,000 | Dividends | 1.52 | |
| GOLDMAN SACHS GROUP INC COM | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 1.53 | |
| MORGAN STANLEY COM NEW | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.54 | |
| S&P GLOBAL INC COM | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.55 | |
| Adobe Sys Inc Com | $15,001 - $50,000 | None (or less than $201) | 1.56 | ||
| CROWDSTRIKE HLDGS INC CL A | $50,001 - $100K | None (or less than $201) | 1.57 | ||
| Fortinet Inc Com | $15,001 - $50,000 | None (or less than $201) | 1.58 | ||
| Microsoft Corp Com | $100K - $250K | $1,001 - $2,500 | Dividends | 1.59 | |
| SERVICENOW INC COM | $50,001 - $100K | None (or less than $201) | 1.60 | ||
| Workday Inc Cl A | $15,001 - $50,000 | None (or less than $201) | 1.61 | ||
| MOTOROLA SOLUTIONS INC COM NEW | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.62 | |
| APPLE INC COM | $100K - $250K | $201 - $1,000 | Dividends | 1.63 | |
| Trimble Navigation Ltd Com | $15,001 - $50,000 | None (or less than $201) | 1.64 | ||
| ASML Holding N V N Y Registry Shs | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.65 | |
| Broadcom Ltd | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.66 | |
| Enphase Energy Inc Com | $15,001 - $50,000 | None (or less than $201) | 1.67 | ||
| Infineon Technologies AG Sponsored ADR | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.68 | |
| Marvell Technology Group Ltd | $15,001 - $50,000 | None (or less than $201) | 1.69 | ||
| Nvidia Corp Com | $100K - $250K | None (or less than $201) | 1.70 | ||
| Disney Walt Co Com Disney | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.71 | |
| ALPHABET INC CAP STK CL A | $50,001 - $100K | $1,001 - $2,500 | Dividends | 1.72 | |
| Alphabet Inc Cap STK CL C | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.73 | |
| Meta Platforms Inc Cl A | $15,001 - $50,000 | None (or less than $201) | 1.74 | ||
| Entergy Corp New Com | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 1.75 | |
| iShares Inc Core MSCI Emkt | $100K - $250K | $2,501 - $5,000 | 1.76 | ||
| Vanguard Index Fds Mcap Vl | $50,001 - $100K | $1,001 - $2,500 | 1.77 | ||
| Vanguard Index Fds Sm Cp Val ETF | $50,001 - $100K | $1,001 - $2,500 | 1.78 | ||
| Vanguard Index Fds Sml Cp Grw ETF | $50,001 - $100K | None (or less than $201) | 1.79 | ||
| Vanguard Mid-Cap Growth Index Fund | $50,001 - $100K | $201 - $1,000 | 1.80 | ||
| U.S. brokerage account (Cash) | $50,001 - $100K | None (or less than $201) | 1.81 | ||
| brokerage account #1 | 2 | ||||
| JPMorgan Liquid Assets Money Market Fund Premier Shares (PJLXX) | $1M - $5M | $100K - $1M | 2.1 | ||
| U.S. brokerage account (Cash) | $250K - $500K | $15,001 - $50,000 | Interest | 2.2 | |
| Alaska Air Group, Inc. (ALK) | $15,001 - $50,000 | None (or less than $201) | 2.3 | ||
| brokerage account #2 | 3 | ||||
| Six Circles Tax Aware Bond Fund (CBTAX) | $500K - $1M | $1,001 - $2,500 | 3.1 | ||
| Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) | $500K - $1M | $5,001 - $15,000 | 3.2 | ||
| T Rowe Price Summit Municipal Income Fund Class I Shares (PRIMX) | $250K - $500K | $5,001 - $15,000 | 3.3 | ||
| iShares National Muni Bond ETF (MUB) | $250K - $500K | $2,501 - $5,000 | 3.4 | ||
| Vanguard Tax-Exempt Bond Index Fund Investor Shares (VTEBX) | $250K - $500K | $2,501 - $5,000 | 3.5 | ||
| Six Circles Tax Aware Ultra Short Duration Fund (CUTAX) | $250K - $500K | $5,001 - $15,000 | 3.6 | ||
| Fidelity Advisor Intermediate Municipal Income Fund Class Z Shares (FIQZX) | $250K - $500K | $1,001 - $2,500 | 3.7 | ||
| Nuveen Short Duration High Yield Municipal Bond Fund Class I Shares (NVHIX) | $250K - $500K | $2,501 - $5,000 | 3.8 | ||
| MFS Municipal High Income Fund Class R6 Shares (MMHKX) | $100K - $250K | $201 - $1,000 | 3.9 | ||
| Invesco High Yield Municipal Fund Class R6 Shares (ACTSX) | $50,001 - $100K | $1,001 - $2,500 | 3.10 | ||
| U.S. brokerage account (Cash) | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 3.11 | |
| Brokerage account #3 | 4 | ||||
| FIDELITY 500 INDEX FUND (FXAIX) | $1M - $5M | $15,001 - $50,000 | 4.1 | ||
| Fidelity International Index Fund (FSPSX) | $500K - $1M | $5,001 - $15,000 | 4.2 | ||
| Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $250K - $500K | $5,001 - $15,000 | 4.3 | ||
| Financial Select Sector SPDR Fund (XLF) | $100K - $250K | $2,501 - $5,000 | 4.4 | ||
| iShares Core MSCI Europe ETF (IEUR) | $100K - $250K | $1,001 - $2,500 | 4.5 | ||
| iShares Global Tech ETF (IXN) | $100K - $250K | $1,001 - $2,500 | 4.6 | ||
| Health Care Select Sector SPDR Fund (XLV) | $100K - $250K | $1,001 - $2,500 | 4.7 | ||
| Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $100K - $250K | $1,001 - $2,500 | 4.8 | ||
| iShares MSCI Canada ETF (EWC) | $100K - $250K | $1,001 - $2,500 | 4.9 | ||
| Consumer Staples Select Sector SPDR Fund (XLP) | $100K - $250K | $1,001 - $2,500 | 4.10 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $50,001 - $100K | $1,001 - $2,500 | 4.11 | ||
| Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) | $50,001 - $100K | $1,001 - $2,500 | 4.12 | ||
| Communication Services Select Sector SPDR Fund (XLC) | $50,001 - $100K | $1,001 - $2,500 | 4.13 | ||
| Industrial Select Sector SPDR Fund (XLI) | $50,001 - $100K | $1,001 - $2,500 | 4.14 | ||
| Energy Select Sector SPDR Fund (XLE) | $50,001 - $100K | $201 - $1,000 | 4.15 | ||
| iShares MSCI Japan Value ETF (EWJV) | $50,001 - $100K | $201 - $1,000 | 4.16 | ||
| Utilities Select Sector SPDR Fund (XLU) | $50,001 - $100K | $201 - $1,000 | 4.17 | ||
| iShares S&P 500 Growth ETF (IVW) | $15,001 - $50,000 | $201 - $1,000 | 4.18 | ||
| iShares Global Healthcare ETF (IXJ) | $15,001 - $50,000 | $201 - $1,000 | 4.19 | ||
| iShares MSCI EAFE Growth ETF (EFG) | $15,001 - $50,000 | $201 - $1,000 | 4.20 | ||
| iShares MSCI Europe Financials ETF (EUFN) | $15,001 - $50,000 | $201 - $1,000 | 4.21 | ||
| iShares MSCIPacific ex Japan ETF (EPP) | $15,001 - $50,000 | $201 - $1,000 | 4.22 | ||
| Franklin FTSE Canada ETF (FLCA) | $15,001 - $50,000 | $201 - $1,000 | 4.23 | ||
| iShares Core MSCI International Developed Markets ETF (IDEV) | $1,001 - $15,000 | $201 - $1,000 | 4.24 | ||
| U.S. brokerage account (Cash) | $15,001 - $50,000 | $201 - $1,000 | Interest | 4.25 | |
| U.S. Bank (Cash) | $250K - $500K | $1,001 - $2,500 | Interest | 5 | |
| Mass Mutual Insurance Company, whole life | $250K - $500K | None (or less than $201) | 6 | ||
| Mass Mutual Insurance Company, whole life | $100K - $250K | None (or less than $201) | 7 | ||
| Family Irrevocable Trust 1 | 8 | ||||
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | $201 - $1,000 | 8.1 | ||
| Six Circles U.S. Unconstrained Equity Fund (CUSUX) | $50,001 - $100K | None (or less than $201) | 8.2 | ||
| Six Circles International Unconstrained Equity Fund (CIUEX) | $50,001 - $100K | None (or less than $201) | 8.3 | ||
| Six Circles Tax Aware Bond Fund (CBTAX) | $15,001 - $50,000 | $201 - $1,000 | 8.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | None (or less than $201) | 8.5 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $15,001 - $50,000 | None (or less than $201) | 8.6 | ||
| Six Circles Credit Opportunities Fund | $15,001 - $50,000 | $201 - $1,000 | 8.7 | ||
| ISHARES MSCI EAFE ETF (EFA) | $15,001 - $50,000 | None (or less than $201) | 8.8 | ||
| JPMorgan BetaBuilders Japan ETF (BBJP) | $15,001 - $50,000 | None (or less than $201) | 8.9 | ||
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | 8.10 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | 8.11 | ||
| Six Circles Multi-Strat (CALTX) | $1,001 - $15,000 | None (or less than $201) | 8.12 | ||
| Lord Abbett Short Duration Income Fund Class F3 Shares (LOLDX) | $1,001 - $15,000 | None (or less than $201) | 8.13 | ||
| JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | 8.14 | ||
| Blackstone Alternative Multi-Strategy Fund Class Y Shares (BXMYX) | $1,001 - $15,000 | None (or less than $201) | 8.15 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1,001 - $15,000 | None (or less than $201) | 8.16 | ||
| Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1,001 - $15,000 | None (or less than $201) | 8.17 | ||
| PIMCO Mortgage Opportunities and Bond Fund Institutional Class Shares (PMZIX) | $1,001 - $15,000 | None (or less than $201) | 8.18 | ||
| Neuberger Berman Long Short Fund Institutional Class Shares (NLSIX) | $1,001 - $15,000 | None (or less than $201) | 8.19 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 8.20 | ||
| Family Irrevocable Trust 2 | 9 | ||||
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | $201 - $1,000 | 9.1 | ||
| Six Circles U.S. Unconstrained Equity Fund (CUSUX) | $50,001 - $100K | None (or less than $201) | 9.2 | ||
| Six Circles International Unconstrained Equity Fund (CIUEX) | $50,001 - $100K | None (or less than $201) | 9.3 | ||
| Six Circles Tax Aware Bond Fund (CBTAX) | $15,001 - $50,000 | None (or less than $201) | 9.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | None (or less than $201) | 9.5 | ||
| ISHARES MSCI EAFE ETF (EFA) | $15,001 - $50,000 | None (or less than $201) | 9.6 | ||
| JPMorgan BetaBuilders Japan ETF (BBJP) | $15,001 - $50,000 | None (or less than $201) | 9.7 | ||
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | 9.8 | ||
| Six Circles Multi-Strat (CALTX) | $1,001 - $15,000 | None (or less than $201) | 9.9 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $15,001 - $50,000 | None (or less than $201) | 9.10 | ||
| Six Circles Credit Opportunities Fund | $15,001 - $50,000 | $201 - $1,000 | 9.11 | ||
| Lord Abbett Short Duration Income Fund Class F3 Shares (LOLDX) | $1,001 - $15,000 | None (or less than $201) | 9.12 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | 9.13 | ||
| JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | 9.14 | ||
| Blackstone Alternative Multi-Strategy Fund Class Y Shares (BXMYX) | $1,001 - $15,000 | None (or less than $201) | 9.15 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1,001 - $15,000 | None (or less than $201) | 9.16 | ||
| Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1,001 - $15,000 | None (or less than $201) | 9.17 | ||
| PIMCO Mortgage Opportunities and Bond Fund Institutional Class Shares (PMZIX) | $1,001 - $15,000 | None (or less than $201) | 9.18 | ||
| Neuberger Berman Long Short Fund Institutional Class Shares (NLSIX) | $1,001 - $15,000 | None (or less than $201) | 9.19 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 9.20 | ||
| Family Irrevocable Trust 3 | 10 | ||||
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | $201 - $1,000 | 10.1 | ||
| Six Circles U.S. Unconstrained Equity Fund (CUSUX) | $50,001 - $100K | None (or less than $201) | 10.2 | ||
| Six Circles International Unconstrained Equity Fund (CIUEX) | $50,001 - $100K | None (or less than $201) | 10.3 | ||
| Six Circles Tax Aware Bond Fund (CBTAX) | $15,001 - $50,000 | $201 - $1,000 | 10.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | None (or less than $201) | 10.5 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $15,001 - $50,000 | $201 - $1,000 | 10.6 | ||
| Six Circles Credit Opportunities Fund | $15,001 - $50,000 | None (or less than $201) | 10.7 | ||
| JPMorgan BetaBuilders Japan ETF (BBJP) | $15,001 - $50,000 | None (or less than $201) | 10.8 | ||
| ISHARES MSCI EAFE ETF (EFA) | $15,001 - $50,000 | None (or less than $201) | 10.9 | ||
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | 10.10 | ||
| Lord Abbett Short Duration Income Fund Class F3 Shares (LOLDX) | $1,001 - $15,000 | None (or less than $201) | 10.11 | ||
| Six Circles Multi-Strat (CALTX) | $1,001 - $15,000 | None (or less than $201) | 10.12 | ||
| JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | 10.13 | ||
| Blackstone Alternative Multi-Strategy Fund Class Y Shares (BXMYX) | $1,001 - $15,000 | None (or less than $201) | 10.14 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1,001 - $15,000 | None (or less than $201) | 10.15 | ||
| PIMCO Mortgage Opportunities and Bond Fund Institutional Class Shares (PMZIX) | $1,001 - $15,000 | None (or less than $201) | 10.16 | ||
| Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1,001 - $15,000 | None (or less than $201) | 10.17 | ||
| Neuberger Berman Long Short Fund Institutional Class Shares (NLSIX) | $1,001 - $15,000 | None (or less than $201) | 10.18 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 10.19 | ||
| Family Irrevocable Trust 4 | 11 | ||||
| SPDR S&P 500 ETF TRUST (SPY) | $100K - $250K | $201 - $1,000 | 11.1 | ||
| Six Circles U.S. Unconstrained Equity Fund (CUSUX) | $50,001 - $100K | None (or less than $201) | 11.2 | ||
| Six Circles International Unconstrained Equity Fund (CIUEX) | $50,001 - $100K | None (or less than $201) | 11.3 | ||
| Six Circles Tax Aware Bond Fund (CBTAX) | $15,001 - $50,000 | $201 - $1,000 | 11.4 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $15,001 - $50,000 | $201 - $1,000 | 11.5 | ||
| Six Circles Credit Opportunities Fund | $15,001 - $50,000 | $201 - $1,000 | 11.6 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $15,001 - $50,000 | None (or less than $201) | 11.7 | ||
| JPMorgan BetaBuilders Japan ETF (BBJP) | $15,001 - $50,000 | None (or less than $201) | 11.8 | ||
| ISHARES MSCI EAFE ETF (EFA) | $15,001 - $50,000 | None (or less than $201) | 11.9 | ||
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | 11.10 | ||
| Lord Abbett Short Duration Income Fund Class F3 Shares (LOLDX) | $1,001 - $15,000 | None (or less than $201) | 11.11 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | 11.12 | ||
| Six Circles Multi-Strat (CALTX) | $1,001 - $15,000 | None (or less than $201) | 11.13 | ||
| JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | 11.14 | ||
| Blackstone Alternative Multi-Strategy Fund Class Y Shares (BXMYX) | $1,001 - $15,000 | None (or less than $201) | 11.15 | ||
| Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1,001 - $15,000 | None (or less than $201) | 11.16 | ||
| PIMCO Mortgage Opportunities and Bond Fund Institutional Class Shares (PMZIX) | $1,001 - $15,000 | None (or less than $201) | 11.17 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $1,001 - $15,000 | None (or less than $201) | 11.18 | ||
| Neuberger Berman Long Short Fund Institutional Class Shares (NLSIX) | $1,001 - $15,000 | None (or less than $201) | 11.19 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 11.20 | ||
| Maine NextGen 529 Client Direct Series | 12 | ||||
| BlackRock Enrolled Portfolio - A | $15,001 - $50,000 | None (or less than $201) | 12.1 | ||
| Maine NextGen 529 Client Direct Series | 13 | ||||
| BlackRock Enrolled Portfolio - A | $15,001 - $50,000 | None (or less than $201) | 13.1 | ||
| Maine NextGen 529 Client Direct Series | 14 | ||||
| BlackRock Enrolled Portfolio - A | $15,001 - $50,000 | None (or less than $201) | 14.1 | ||
| AVM Biotechnology Inc. | $1,001 - $15,000 | None (or less than $201) | 15 |
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. |
|---|---|---|---|---|
| JPMorgan Liquid Assets Money Market Fund Institutional Shares (IJLXX) | $5M - $25M | Sale, 2025-09-10
| 1 | |
| Republic Airways Holdings Inc | $1M - $5M | Sale, 2025-10-21
| 1 | |
| Medtronic PLC (mdt) | $15,001 - $50,000 | Purchase, 2025-07-11
| 1 | |
| Total return swap contract with JPMorgan (value See Endnote not readily ascertainable) | , 2025-10-22
| (1) Filer’s position receives return based on JPM Put Writing Index JPUSPRU6. This index writes puts based on the SPX index. (2) Filer’s position pays a fixed 0.60% rate to the counterparty. The swap has a $5MM notional principal and expires 10/22/30. | 1 | |
| Republic Airways Holdings Inc. (RJET) See Endnote | $5M - $25M | Exchange, 2026-01-20
| The filer's private company stock in Republic Airways, Inc. was exchanged for publicly traded shares of Republic Airways stock, trading under ticker symbol RJET. | 2 |
| JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF (JEPI) | $5M - $25M | Purchase, 2025-09-10
| 2 | |
| Regeneron Pharmaceuticals, Inc. (REGN) | $1,001 - $15,000 | Purchase, 2025-07-11
| 2 | |
| JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) | $1M - $5M | Purchase, 2025-09-10
| 3 | |
| e.l.f. Beauty, Inc. (ELF) | $15,001 - $50,000 | Sale, 2025-07-11
| 3 | |
| Republic Airways Holdings Inc. (RJET) | $100K - $250K | Sale, 2026-02-13
| 3 | |
| WESCO International, Inc. (WCC) | $50,001 - $100K | Sale, 2025-09-10
| 4 | |
| Alaska Air Group, Inc. (ALK) | $50,001 - $100K | Sale, 2025-08-07
| 4 | |
| Republic Airways Holdings Inc. (RJET) | $100K - $250K | Sale, 2026-02-17
| 4 | |
| Wynn Resorts Ltd. (WYNN) | $15,001 - $50,000 | Sale, 2025-09-10
| 5 | |
| Amazon Com Inc Com | $100K - $250K | Sale, 2025-08-07
| 5 | |
| Republic Airways Holdings Inc. (RJET) | $100K - $250K | Sale, 2026-02-18
| 5 | |
| Workday, Inc. (WDAY) | $15,001 - $50,000 | Sale, 2025-09-10
| 6 | |
| Republic Airways Holdings Inc. (RJET) | $50,001 - $100K | Sale, 2026-02-18
| 6 | |
| Waste Connections Inc. Common Shares (WCN) | $15,001 - $50,000 | Sale, 2025-09-10
| 7 | |
| Republic Airways Holdings Inc. (RJET) | $100K - $250K | Sale, 2026-02-19
| 7 | |
| Republic Airways Holdings Inc. (RJET) | $1,001 - $15,000 | Sale, 2026-02-19
| 8 | |
| The Walt Disney Co. (DIS) | $15,001 - $50,000 | Sale, 2025-09-10
| 8 | |
| Union Pacific Corp. (UNP) | $1,001 - $15,000 | Sale, 2025-09-10
| 9 | |
| Republic Airways Holdings Inc. (RJET) | $5M - $25M | Sale, 2026-02-20
| 9 | |
| Republic Airways Holdings Inc. (RJET) | $15,001 - $50,000 | Sale, 2026-02-20
| 10 | |
| Cigna Corp. (CI) | $1,001 - $15,000 | Sale, 2025-09-10
| 10 | |
| Schlumberger NV (SLB) | $15,001 - $50,000 | Sale, 2025-09-10
| 11 | |
| Roche Holdings AG Basel ADR Common Stock (RHHBY) | $50,001 - $100K | Sale, 2025-09-10
| 12 | |
| Regeneron Pharmaceuticals, Inc. (REGN) | $15,001 - $50,000 | Sale, 2025-09-10
| 13 | |
| Procter & Gamble Co (pg) | $50,001 - $100K | Sale, 2025-09-10
| 14 | |
| Morgan Stanley (ms) | $50,001 - $100K | Sale, 2025-09-10
| 15 | |
| Medtronic PLC (mdt) | $15,001 - $50,000 | Sale, 2025-09-10
| 16 | |
| JAZZ PHARMACEUTICALS PLC (JAZZ) | $50,001 - $100K | Sale, 2025-09-10
| 17 | |
| lululemon athletica, Inc. (LULU) | $15,001 - $50,000 | Sale, 2025-09-10
| 18 | |
| Inspire Medical Systems, Inc. (INSP) | $1,001 - $15,000 | Sale, 2025-09-10
| 19 | |
| INFINEON TECHNOLOGIES AG (IFNNY) | $15,001 - $50,000 | Sale, 2025-09-10
| 20 | |
| Entergy Corp. (ETR) | $15,001 - $50,000 | Sale, 2025-09-10
| 21 | |
| Chevron Corp. (CVX) | $50,001 - $100K | Sale, 2025-09-10
| 22 | |
| Fortinet, Inc. (FTNT) | $15,001 - $50,000 | Sale, 2025-09-10
| 23 | |
| Danaher Corp. (DHR) | $15,001 - $50,000 | Sale, 2025-09-10
| 24 | |
| ASML Holding N.V. New York Registry Shares (ASML) | $15,001 - $50,000 | Sale, 2025-09-10
| 25 | |
| Adobe, Inc. (ADBE) | $15,001 - $50,000 | Sale, 2025-09-10
| 26 | |
| iShares Global Healthcare ETF (IXJ) | $15,001 - $50,000 | Sale, 2025-09-10
| 27 | |
| iShares MSCIPacific ex Japan ETF (EPP) | $15,001 - $50,000 | Sale, 2025-09-10
| 28 | |
| Alphabet Inc Class A (GOOGL) | $100K - $250K | Sale, 2025-09-10
| 29 | |
| iShares Core MSCIPacific ETF (IPAC) | $15,001 - $50,000 | Sale, 2025-09-10
| 30 | |
| Abercrombie & Fitch Co. (ANF) | $15,001 - $50,000 | Sale, 2025-09-10
| 31 | |
| iShares MSCI EAFE Growth ETF (EFG) | $50,001 - $100K | Sale, 2025-09-10
| 32 | |
| ISHARES MSCI EAFE ETF (EFA) | $50,001 - $100K | Sale, 2025-09-10
| 33 | |
| iShares Core MSCI International Developed Markets ETF (IDEV) | $15,001 - $50,000 | Sale, 2025-09-10
| 34 | |
| Consumer Staples Select Sector SPDR Fund (XLP) | $100K - $250K | Sale, 2025-09-10
| 35 | |
| Utilities Select Sector SPDR Fund (XLU) | $50,001 - $100K | Sale, 2025-09-10
| 36 | |
| Health Care Select Sector SPDR Fund (XLV) | $100K - $250K | Sale, 2025-09-10
| 37 | |
| SPDR S&P 500 ETF TRUST (SPY) | $1M - $5M | Purchase, 2025-09-12
| 38 | |
| iShares MSCI Canada ETF (EWC) | $100K - $250K | Sale, 2025-09-12
| 39 | |
| Communication Services Select Sector SPDR Fund (XLC) | $50,001 - $100K | Sale, 2025-09-12
| 40 | |
| Energy Select Sector SPDR Fund (XLE) | $50,001 - $100K | Sale, 2025-09-12
| 41 | |
| Motorola Solutions, Inc. (MSI) | $15,001 - $50,000 | Sale, 2025-09-12
| 42 | |
| Alphabet, Inc. Class C (GOOG) | $50,001 - $100K | Sale, 2025-09-12
| 43 | |
| Broadcom, Inc. (AVGO) | $15,001 - $50,000 | Sale, 2025-09-12
| 44 | |
| Eaton Corp. Plc (ETN) | $50,001 - $100K | Sale, 2025-09-12
| 45 | |
| CrowdStrike Holdings Inc. Class A Common Stock (CRWD) | $50,001 - $100K | Sale, 2025-09-12
| 46 | |
| Microsoft Corp. (MSFT) | $100K - $250K | Sale, 2025-09-12
| 47 | |
| Trimble, Inc. (TRMB) | $50,001 - $100K | Sale, 2025-09-12
| 48 | |
| Franklin FTSE Canada ETF (FLCA) | $15,001 - $50,000 | Sale, 2025-09-12
| 49 | |
| Marvell Technology Group Ltd. (MRVL) | $50,001 - $100K | Sale, 2025-09-12
| 50 | |
| Valero Energy Corp. (VLO) | $15,001 - $50,000 | Sale, 2025-09-12
| 51 | |
| iShares MSCI Japan ETF (EWJ) See Endnote | $50,001 - $100K | Sale, 2025-09-12
| This asset was inadvertently identified as iShares MSCI Japan Value ETF (EWJV) in my Nominee Report. The correct asset name is iShares MSCI Japan ETF (EWJ). | 52 |
| ServiceNow, Inc. (NOW) | $50,001 - $100K | Sale, 2025-09-12
| 53 | |
| Financial Select Sector SPDR Fund (XLF) | $100K - $250K | Sale, 2025-09-12
| 54 | |
| JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX) | $1,001 - $15,000 | Sale, 2025-09-12
| 55 | |
| JPMorgan BetaBuilders Japan ETF (BBJP) | $15,001 - $50,000 | Sale, 2025-09-12
| 56 | |
| ISHARES MSCI EAFE ETF (EFA) | $15,001 - $50,000 | Purchase, 2025-09-12
| 57 | |
| JPMorgan BetaBuilders Japan ETF (BBJP) | $1,001 - $15,000 | Sale, 2025-09-12
| 59 | |
| ISHARES MSCI EAFE ETF (EFA) | $1,001 - $15,000 | Purchase, 2025-09-16
| 70 | |
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | Sale, 2025-09-16
| 71 |
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. |
|---|---|---|---|
| AMERICAN EXPRESS | type: Credit Card, amount: $50,001 - $100,000, year-incurred: 2025, rate: 0, term: 30 days | 1 |




