Jonathan A. Berry
The data on this page comes from a financial disclosure filed by Jonathan A. Berry, who was picked to be: Solicitor, 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. |
|---|---|---|---|---|---|
| TRADITIONAL IRA | 1 | ||||
| Alphabet Inc CL C (Goog) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| AMAZON COM INC (AMZN) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Apple Inc (aapl) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| NVIDIA CORPORATION (NVDA) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| HARTFORD DISCIPLINED EQ ETF (HDUS) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| iShares MSCIEmerging Markets ex China ETF (EMXC) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| iShares US Technology ETF (IYW) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| JPMorgan Equity Premium Income ETF (JEPI) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| Global X US Infrastructure Development ETF (PAVE) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| JPM INTERNTL VALUE ETF (JIVE) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| Roth IRA | 2 | ||||
| Alphabet Inc CL C (Goog) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| AMAZON COM INC (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| Apple Inc (aapl) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| HARTFORD FIN SERS GRP INC (HIG) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| JPMorgan Chase & Co (JPM) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| Global X US Infrastructure Development ETF (PAVE) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| HARTFORD DISCIPLINED EQ ETF (HDUS) | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| Invesco BulletShares 2029 Corporate Bond ETF (BSCT) | $1,001 - $15,000 | None (or less than $201) | 2.12 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| iShares Long-Term Corporate Bond ETF (IGLB) | $1,001 - $15,000 | None (or less than $201) | 2.14 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| iShares MSCIEmerging Markets ex China ETF (EMXC) | $1,001 - $15,000 | None (or less than $201) | 2.16 | ||
| iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| iShares Short-Term Corporate Bond ETF (IGSB) | $1,001 - $15,000 | None (or less than $201) | 2.18 | ||
| ishares US Financial Services ETF (IYG) | $1,001 - $15,000 | None (or less than $201) | 2.19 | ||
| iShares US Medical Devices ETF (IHI) | $1,001 - $15,000 | None (or less than $201) | 2.20 | ||
| iShares US Technology ETF (IYW) | $1,001 - $15,000 | None (or less than $201) | 2.21 | ||
| JPM INTERNTL VALUE ETF (JIVE) | $1,001 - $15,000 | None (or less than $201) | 2.22 | ||
| JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) | $1,001 - $15,000 | None (or less than $201) | 2.23 | ||
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | 2.24 | ||
| JPMorgan Equity Premium Income ETF (JEPI) | $1,001 - $15,000 | None (or less than $201) | 2.25 | ||
| VANECK MORNINGSTAR INTL MOAT (MOTI) | $1,001 - $15,000 | None (or less than $201) | 2.26 | ||
| U.S. Investment Account (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.27 | ||
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | $1,001 - $15,000 | None (or less than $201) | 2.28 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | 2.29 | ||
| iShares MSCI Europe Financials ETF (EUFN) | $1,001 - $15,000 | None (or less than $201) | 2.30 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | 2.31 | ||
| PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) | $1,001 - $15,000 | None (or less than $201) | 2.32 | ||
| Boyden Gray PLLC, 401(k) plan | 3 | ||||
| Fidelity Freedom Index 2050 Fund - Premier II Class - FAVQX | $100K - $250K | None (or less than $201) | 3.1 | ||
| Boyden Gray PLLC Health Savings Account (HSA) | $6,878 | cash distributions | 4 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $15,001 - $50,000 | None (or less than $201) | 4.3 | ||
| U.S. Investment Account (Cash) | $1,001 - $15,000 | None (or less than $201) | 4.4 | ||
| Wall Street Journal | $800 | Contributor payments for opinion pieces published | Filer paid fixed rate for four articles in 2024, on August 26, September 30, October 29, and November 7. | 5 | |
| Liberty Fund seminar - 3/5/2025 | $700 | Honorarium for seminar participation | 6 | ||
| Boyden Gray PLLC (law firm) | $425K | Salary | 7 | ||
| Boyden Gray PLLC, law firm stock | $1M - $5M | $1M - $5M | Dividends | 8 | |
| Boyden Gray PLLC, contingency fee cases (value not readily ascertainable) | None (or less than $201) | 9 |
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. |
|---|---|---|---|
| Boyden Gray PLLC | I will continue to participate in the firm's defined contribution plan. The plan sponsor will not make further contributions after my separation. (2020-04-01) | 1 | |
| Boyden Gray PLLC | The value of my law firm stock will be fixed as of the date of withdrawal from the firm. It will be paid to me in quarterly payments. (2023-04-01) | 2 | |
| Boyden Gray PLLC | Upon confirmation, I will transfer to Boyden Gray PLLC two cases in which I have a contingency fee interest. I will retain an interest in these cases, which interest will be fixed as of the date of my withdrawal from the firm. (2025-05-01) | 3 | |
| Boyden Gray PLLC Health Savings Account (HSA) | I will continue to participate in this health savings account. The account sponsor will not make further contributions after my separation. (2020-04-01) | 4 |
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. |
|---|---|---|---|
| Alliance for Fair Board Recruitment | Legal services (client of Boyden Gray PLLC) | 1 | |
| Alliance Defending Freedom | Legal services (client of Boyden Gray PLLC) | 2 | |
| America First Legal | Legal services (client of Boyden Gray PLLC) | 3 | |
| American Free Enterprise Chamber of Commerce | Legal services (client of Boyden Gray PLLC) | 4 | |
| CABIA Institute | Legal services (client of Boyden Gray PLLC) | 5 | |
| Center for Environmental Accountability | Legal services (client of Boyden Gray PLLC) | 6 | |
| Charitable Allies | Legal services (client of Boyden Gray PLLC) | 7 | |
| Eastern Communications | Legal services (client of Boyden Gray PLLC) | 8 | |
| Florida Agency for Health Care Administration | Legal services (client of Boyden Gray PLLC) | 9 | |
| Florida Department of Management Services | Legal services (client of Boyden Gray PLLC) | 10 | |
| Heritage Foundation | Legal services (client of Boyden Gray PLLC) | 11 | |
| Illinois Corn Growers Association | Legal and lobbying services (client of Boyden Gray PLLC) | 12 | |
| Intra-National Home Care | Legal services (client of Boyden Gray PLLC) | 13 | |
| J. Robyn Strader | Legal services (client of Boyden Gray PLLC) | 14 | |
| Gudrun Kristofersdottir | Legal services (client of Boyden Gray PLLC) | 15 | |
| Liberty Oilfield Services | Legal services (client of Boyden Gray PLLC) | 16 | |
| Manhattan Institute | Legal services (client of Boyden Gray PLLC) | 17 | |
| Project on Fair Representation | Legal services (client of Boyden Gray PLLC) | 18 | |
| Philanthropy Roundtable | Legal services (client of Boyden Gray PLLC) | 19 | |
| Texas Public Policy Foundation | Legal services (client of Boyden Gray PLLC) | 20 | |
| TURBOCAM | Legal services (client of Boyden Gray PLLC) | 21 | |
| Boyden Gray PLLC | Services as Partner / Managing Partner / member | Eight confidential clients, all organizations, are not disclosed because of DC Bar Rule 1.6 | 22 |
| Valero | Legal services (client of Boyden Gray PLLC) | 23 | |
| Western Energy Alliance | Legal services (client of Boyden Gray PLLC) | 24 | |
| Ag Auto Ethanol Work Group | Legal services (client of Boyden Gray PLLC) | 25 |
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. |
|---|---|---|---|---|---|
| Roth IRA | 1 | ||||
| NVIDIA CORPORATION (NVDA) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Consumer Discretionary Select Sector SPDR Fund (XLY) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| Energy Select Sector SPDR Fund (XLE) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| Industrial Select Sector SPDR Fund (XLI) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| iShares 10-20 Year Treasury Bond ETF (TLH) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| ishares US Financial Services ETF (IYG) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Janus Henderson AAA CLO ETF (JAAA) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| Schwab 5-10 Year Corporate Bond ETF (SCHI) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| SPDR Portfolio Aggregate Bond ETF (SPAB) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| SPDR PORTFOLIO S&P 500 ETF (SPLG) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| Technology Select Sector SPDR Fund (XLK) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH) | $1,001 - $15,000 | None (or less than $201) | 1.21 | ||
| Vanguard Total Bond Market Index Fund ETF Shares (BND) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| U.S. Investment Account (Cash) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| Vanguard Ultra-Short Bond ETF ETF Shares (VUSB) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| iShares MSCI Europe Financials ETF (EUFN) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| iShares MSCI Germany ETF (EWG) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| PIMCO MULTI SECTOR BOND ACT (PYLD) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| TRADITIONAL IRA | 2 | ||||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Global X US Infrastructure Development ETF (PAVE) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| HARTFORD DISCIPLINED EQ ETF (HDUS) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| Invesco BulletShares 2029 Corporate Bond ETF (BSCT) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| iShares Long-Term Corporate Bond ETF (IGLB) | $1,001 - $15,000 | None (or less than $201) | 2.12 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| iShares MSCIEmerging Markets ex China ETF (EMXC) | $1,001 - $15,000 | None (or less than $201) | 2.14 | ||
| iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| iShares Short-Term Corporate Bond ETF (IGSB) | $1,001 - $15,000 | None (or less than $201) | 2.16 | ||
| iShares US Medical Devices ETF (IHI) | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| iShares US Technology ETF (IYW) | $1,001 - $15,000 | None (or less than $201) | 2.18 | ||
| JPM INTERNTL VALUE ETF (JIVE) | $1,001 - $15,000 | None (or less than $201) | 2.19 | ||
| JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) | $1,001 - $15,000 | None (or less than $201) | 2.20 | ||
| JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | 2.21 | ||
| JPMorgan Equity Premium Income ETF (JEPI) | $1,001 - $15,000 | None (or less than $201) | 2.22 | ||
| VanEck Vectors Morningstar International Moat ETF (MOTI) | $1,001 - $15,000 | None (or less than $201) | 2.23 | ||
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | $1,001 - $15,000 | None (or less than $201) | 2.24 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | 2.25 | ||
| iShares MSCI Europe Financials ETF (EUFN) | $1,001 - $15,000 | None (or less than $201) | 2.26 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | 2.27 | ||
| PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) | $1,001 - $15,000 | None (or less than $201) | 2.28 |
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. |
|---|---|---|---|---|---|
| Residential real estate, Hyattsville, MD | $1M - $5M | $50,001 - $100K | Rent or Royalties | 1 | |
| BROKERAGE ACCOUNT | 2 | ||||
| iShares Morningstar Growth ETF (ILCG) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| iShares Morningstar Mid-Cap Value ETF (IMCV) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| iShares Russell 2000 Growth ETF (IWO) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| iShares Russell Mid-Cap Growth ETF (IWP) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| Aristotle Value Equity I2 -- AIQQX | $1,001 - $15,000 | $201 - $1,000 | 2.6 | ||
| Eaton Vance Income Fund of Boston Institutional Shares (EIBIX) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $15,001 - $50,000 | $201 - $1,000 | 2.8 | ||
| GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| PGIM Short Duration Multi-Sector Bond Fund Class Z Shares (SDMZX) | $1,001 - $15,000 | $201 - $1,000 | 2.10 | ||
| NYLI MacKay U.S. Infrastructure Bond Class I (MGOIX) | $1,001 - $15,000 | $201 - $1,000 | 2.11 | ||
| PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 (PFBPX) | $1,001 - $15,000 | $201 - $1,000 | 2.12 | ||
| SPDR Bloomberg Barclays International Treasury Bond ETF (BWX) | None (or less than $1,001) | $2,501 - $5,000 | 2.13 | ||
| Vanguard Short-Term Bond Index Fund ETF Shares (BSV) | None (or less than $1,001) | $5,001 - $15,000 | 2.14 | ||
| Columbia Total Return Bond Fund Institutional Class Shares (SRBFX) | None (or less than $1,001) | $1,001 - $2,500 | 2.15 | ||
| U.S. Brokerage Money Market Account (cash) | $100K - $250K | $1,001 - $2,500 | Interest | 3 | |
| U.S. Bank (Cash) | $15,001 - $50,000 | None (or less than $201) | 4 | ||
| Undeveloped land, Hampshire County, WV | $250K - $500K | None (or less than $201) | 5 | ||
| New Founding Corp (venture firm) | $50,001 - $100K | None (or less than $201) | 6 | ||
| National Life Group, indexed annuity, linked to S&P 500 | $1,001 - $15,000 | None (or less than $201) | 7 | ||
| National Life Group, fixed annuity | $1,001 - $15,000 | None (or less than $201) | 8 | ||
| Virginia 529 plan | None (or less than $201) | 9 | |||
| American Funds College 2030 Fund (CTHAX) -- 71 | $15,001 - $50,000 | None (or less than $201) | 9.1 | ||
| American Funds College 2027 Fund (CSTAX) -- 73 | $15,001 - $50,000 | None (or less than $201) | 9.2 | ||
| American Funds College 2033 Fund (CTLAX) -- 12 | $15,001 - $50,000 | None (or less than $201) | 9.3 | ||
| American Funds College 2033 Fund (CTLAX)- - 91 | $1,001 - $15,000 | None (or less than $201) | 9.4 | ||
| American Funds College 2033 Fund (CTLAX) -- 01 | $1,001 - $15,000 | None (or less than $201) | 9.5 |
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. |
|---|---|---|---|---|
| Alphabet (GOOG) | $1,001 - $15,000 | Sale, 2025-12-16
| 1 | |
| Alphabet (GOOG) | $1,001 - $15,000 | Sale, 2025-11-07
| 3 | |
| Alphabet (GOOG) | $1,001 - $15,000 | Sale, 2025-12-12
| 5 | |
| Amazon (amzn) | $1,001 - $15,000 | Sale, 2025-11-07
| 7 | |
| Amazon (amzn) | $1,001 - $15,000 | Sale, 2025-12-12
| 8 | |
| Amazon (amzn) | $1,001 - $15,000 | Sale, 2025-12-16
| 10 | |
| Apple (APPL) | $1,001 - $15,000 | Sale, 2025-11-07
| 12 | |
| Apple (APPL) | $1,001 - $15,000 | Sale, 2025-12-12
| 14 | |
| Apple (APPL) | $1,001 - $15,000 | Sale, 2025-12-16
| 15 | |
| Hartford Insurance Group (HIG) | $1,001 - $15,000 | Sale, 2025-12-12
| 17 | |
| Hartford Insurance Group (HIG) | $1,001 - $15,000 | Sale, 2025-12-16
| 19 | |
| JP Morgan Chase (JPM) | $1,001 - $15,000 | Sale, 2025-12-12
| 20 | |
| JP Morgan Chase (JPM) | $1,001 - $15,000 | Sale, 2025-12-16
| 22 | |
| Microsoft (msft) | $1,001 - $15,000 | Sale, 2025-12-12
| 23 | |
| Microsoft (msft) | $1,001 - $15,000 | Sale, 2025-12-16
| 25 | |
| NVIDIA CORPORATION (NVDA) | $1,001 - $15,000 | Sale, 2025-11-07
| 27 | |
| NVIDIA CORPORATION (NVDA) | $1,001 - $15,000 | Sale, 2025-12-12
| 29 | |
| NVIDIA CORPORATION (NVDA) | $1,001 - $15,000 | Sale, 2025-12-16
| 31 | |
| United Parcel Service (UPS) See Endnote | $1,001 - $15,000 | Purchase, 2025-11-07
| All shares in UPS have since been sold, in sales on 12/12/2025 and 12/16/2025 that each fell below the $1,000 threshold. | 33 |
| Walmart (WMT) | $1,001 - $15,000 | Sale, 2025-12-12
| 34 | |
| Walmart (WMT) | $1,001 - $15,000 | Sale, 2025-12-16
| 36 |
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. |
|---|---|---|---|
| Morgan Stanley Private Bank | type: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2023, rate: 6.75, term: 30 year | 1 | |
| Third Federal Savings and Loan | type: Mortgage (investment/rent al property), amount: $100,001 - $250,000, year-incurred: 2021, rate: 2.79, term: 10 years | 2 | |
| Farm Credit of the Virginias | type: Mortgage (investment/rent al property), amount: $100,001 - $250,000, year-incurred: 2021, rate: 4.125, term: 20 years | 3 |




