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Sam Beyda

Reported Asset Values
$1.2M–$2.5M

The data on this page comes from a financial disclosure filed by Sam Beyda, who was picked to be: Special Assistant, Office of the Deputy Secretary, Department of Health & Human Services in May, 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)

OrganizationPosition heldEndnoteLine No.
Rafael Holdings, Inc.Analyst, 5/2023 - 5/20251
CTM Media Group, Inc.President, 8/2024 - 2/20252
Columbia UniversityTA - Student, 1/2023 - 5/20233
Oliver Wyman, 4/2023 - 4/20234
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Rafael Holdings, Inc.$277KSalary/Bonus1
Rafael Holdings, Inc., restricted stock units$1,001 - $15,000None (or less than $201)2
Columbia University$1,957Salary3
Oliver Wyman$20,000Bonus4
Rafael Holdings, Inc. 401K5
Vanguard Target Retire 2065 Trust Select$1,001 - $15,000None (or less than $201)5.1
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)

OrganizationAgreementEndnoteLine No.
Rafael Holdings, Inc.Per the terms of filer's RSU plan, all unvested shares will be forfeited at the time of departure. (2023-05-01)1
Rafael Holdings, Inc.I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2023-05-01)2
Compensation

Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)

OrganizationDescriptionEndnoteLine No.
Rafael Holdings, Inc.Filer managed key projects and played a role in the development of holding companies, namely executing on the decisions of the executive team.1
Oliver WymanFiler was hired as an entry level consultant. Payments represent signing bonuses.2
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Jon Son Inc (Restaurant), Bergen County, NJsalaryFiler's spouse no longer works in this position.1
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Joint Investment Account1
CASH ACCOUNT$50,001 - $100KNone (or less than $201)1.1
Rafael Holdings, Inc. (RFL)$15,001 - $50,000None (or less than $201)1.2
Morgan Stanley Institutional Fund Trust Treasury Securities Portfolio Institutional Class Shares (MSUXX)$1,001 - $15,000None (or less than $201)1.3
Spouse Investment Account2
CASH ACCOUNT$1,001 - $15,000None (or less than $201)2.1
Verizon Communications, Inc. (VZ)$100K - $250KNone (or less than $201)2.2
Morgan Stanley Institutional Fund Trust Government Portfolio Institutional Class Shares (MVRXX)$15,001 - $50,000None (or less than $201)2.3
Filer Investment Account3
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)$1,001 - $15,000None (or less than $201)3.1
Walmart, Inc. (WMT)$1,001 - $15,000None (or less than $201)3.2
US Bank cash$1,001 - $15,000None (or less than $201)4
Filer's Family Trust: Excepted Trust5
207 Freestone LLCFiler is a member of a 4 person LLC which owns a property6
Residential real estate, Burlington, NC$100K - $250KNone (or less than $201)6.1
Spouse's Family Trust7
John Hancock, universal life$500K - $1MNone (or less than $201)7.1
American General Life Insurance Company, Universal Life$500K - $1MNone (or less than $201)7.2
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)

CreditorDescriptionEndnoteLine No.
Dept of Educationtype: Student Loan, amount: $10,001 - $15,000, year-incurred: 2020, rate: 4%, term: 10 Years1

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