James Bergeron
The data on this page comes from a financial disclosure filed by James Bergeron, who was picked to be: Deputy Under Secretary, Department of Education in January, 2025. 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. |
|---|---|---|---|
| 872 Strategies LLC (inactive) | President and Founder, 2/2024 - 1/2025 | 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. |
|---|---|---|---|---|---|
| 872 Strategies LLC, 401(k) | 1 | ||||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $15,001 - $50,000 | None (or less than $201) | 1.1 | ||
| Emerging Markets Small Cap Portfolio Institutional Class Shares (DEMSX) | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| Fidelity AdvisorEmerging Markets Fund Class I Shares (FIMKX) | $15,001 - $50,000 | None (or less than $201) | 1.3 | ||
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $50,001 - $100K | None (or less than $201) | 1.4 | ||
| Hartford International Value Fund Class Y Shares (HILYX) | $50,001 - $100K | None (or less than $201) | 1.5 | ||
| PGIM Jennison International Opportunities Fund Class Z Shares (PWJZX) | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| Principal Real Estate Securities Fund Institutional Class Shares (PIREX) | $15,001 - $50,000 | None (or less than $201) | 1.7 | ||
| Smead Value Fund Class I1 Shares (SVFFX) | $100K - $250K | None (or less than $201) | 1.8 | ||
| Victory Trivalent International Small-Cap Fund Class I Shares (MISIX) | $15,001 - $50,000 | None (or less than $201) | 1.9 | ||
| JPMorgan Global Bond Opportunities Fund Class I Shares (GBOSX) | $15,001 - $50,000 | None (or less than $201) | 1.10 | ||
| MainStay MacKay High Yield Corporate Bond Fund Class I Shares (MHYIX) | $15,001 - $50,000 | None (or less than $201) | 1.11 | ||
| MetWest Total Return Bond Fund Class I Shares (MWTIX) | $50,001 - $100K | None (or less than $201) | 1.12 | ||
| Franklin FTSE Japan ETF (FLJP) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $50,001 - $100K | None (or less than $201) | 1.14 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $100K - $250K | None (or less than $201) | 1.15 | ||
| Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | $100K - $250K | None (or less than $201) | 1.16 | ||
| Virtus Private Credit Strategy ETF (VPC) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | $50,001 - $100K | None (or less than $201) | 1.18 | ||
| SPDR PORTFOLIO LONG TERM TREASURY ETF (SPTL) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| First TrustGlobal Tactical Commodity Strategy Fund (FTGC) | $15,001 - $50,000 | None (or less than $201) | 1.20 | ||
| Invesco Oppenheimer Discovery Fund Class Y Shs (ODIYX) | $15,001 - $50,000 | None (or less than $201) | 1.21 | ||
| 872 Strategies LLC (consulting firm) | None (or less than $1,001) | $410K | business income | 2 |
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)
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
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. |
|---|---|---|---|---|---|
| MICROSOFT CORPORATION | salary, bonus | 1 | |||
| Adobe, 401(k) | 2 | ||||
| Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $50,001 - $100K | None (or less than $201) | 2.1 | ||
| Rollover IRA | 3 | ||||
| Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Microsoft Corporation, 401(k) | 4 | ||||
| Fidelity Series International Value Fund (FINVX) | $15,001 - $50,000 | None (or less than $201) | 4.1 | ||
| Fidelity International Growth Fund (FIGFX) | $15,001 - $50,000 | None (or less than $201) | 4.2 | ||
| Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| Fidelity Contrafund (FCNTX) | $1,001 - $15,000 | None (or less than $201) | 4.4 | ||
| Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) | $15,001 - $50,000 | None (or less than $201) | 4.5 | ||
| Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) | $15,001 - $50,000 | None (or less than $201) | 4.6 | ||
| PIMCO Total Return Fund Institutional Class Shares (PTTRX) | $15,001 - $50,000 | None (or less than $201) | 4.7 | ||
| Vanguard 500 Index Fund Institutional Select Shares (VFFSX) | $15,001 - $50,000 | None (or less than $201) | 4.8 |
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. |
|---|---|---|---|---|---|
| Virginia 529 Plan (DC1) | 1 | ||||
| 2039 Portfolio Ages 4-6 | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Virginia 529 Plan (DC2) | 2 | ||||
| 2039 Portfolio Ages 4-6 | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Virginia 529 Plan (DC3) | 3 | ||||
| 2033 Portfolio Ages 10-12 | $50,001 - $100K | None (or less than $201) | 3.1 | ||
| BROKERAGE ACCOUNT | 4 | ||||
| QUALCOMM, Inc. (QCOM) | $1,001 - $15,000 | None (or less than $201) | 4.1 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| Chase | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2024, rate: 20.24, term: Revolving | 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.
