Jeffrey Bornstein
Status
Withdrawn
Reported Asset Values
$2.7M–$5.7M+
The data on this page comes from a financial disclosure filed by Jeffrey Bornstein, who was picked to be: Under Secretary of Defense (Comptroller), Department of Defense. 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. |
|---|---|---|---|
| AlloVir | Director, 10/2019 - 3/2025 | AlloVir (ALVR) has merged with Kalaris Therapeutics Inc. (KLRS). | 1 |
| EOS Energy Enterprises Inc | Director, 9/2022 - Present | 2 | |
| Northeastern university | Trustee, 1/2014 - Present | 3 | |
| Whipstick Ventures LLC | Co-Managing Member, 3/2018 - Present | 4 | |
| Generation Capital Partners | Managing Partner, 12/2019 - Present | Resigned Managing Partner role and moved to passive investor status 6/2025. | 5 |
| Suffolk Technologies LLC | advisory director, 6/2023 - Present | 6 | |
| Collegiate Sports Management Group | director, 10/2020 - Present | 7 | |
| Greene Lyon Group | director, 2/2021 - Present | 8 | |
| GS Thermal | director, 11/2018 - 4/2025 | 9 | |
| Nucleated Foam Technology Inc | director, 1/2022 - Present | 10 | |
| Revocable Trust (self) | Trustee, 1/2005 - Present | 11 | |
| Revocable Trust (Spouse) | Trustee, 1/2005 - Present | 12 |
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. |
|---|---|---|---|---|---|
| AlloVir | AlloVir (ALVR) has merged with Kalaris Therapeutics (KLRS). | 1 | |||
| Kalaris Therapeutics Inc. (KLRS) | $1,001 - $15,000 | None (or less than $201) | AlloVir stock received when RSUs vested to common stock. The income value of the RSU vesting during the reporting period was $33,753. The stock is now held in Kalaris Therapeutics Inc. following the companies’ merger | 1.1 | |
| Brokerage 1: Kalaris Therapeutics Inc. (KLRS) | $1,001 - $15,000 | None (or less than $201) | The AlloVir stock is now held in Kalaris Therapeutics Inc. following the companies’ merger with AlloVir. | 1.2 | |
| AlloVir Inc. | $75,000 | Director Fees | 1.3 | ||
| Eos Energy Enterprises Inc. | 2 | ||||
| EOS Energy Enterprises Inc. , vested stock options | $500K - $1M | None (or less than $201) | 2.1 | ||
| Eos Energy Enterprises Inc. Class A Common Stock (EOSE) | $500K - $1M | None (or less than $201) | EOS Energy Enterprises Inc. stock received when RSUs vested to common stock. The income value of the RSU vesting during the reporting period was $24,996. | 2.2 | |
| Eos Energy Enterprises Inc. | $31,250 | Director fees | 2.3 | ||
| Whipstick Ventures LLC, , 25 investments. 13 are direct private in Co's. 12 in funds as LP | 2024 Whipstick est K1 was a loss of (54,106) | 3 | |||
| Emulate Bio - Biotech - Organs on a chip | $250K - $500K | None (or less than $201) | 3.1 | ||
| Alt Energy SPAC Sponsor | $50,001 - $100K | None (or less than $201) | 3.2 | ||
| Holobiome - Biotech focused on gut biome | $50,001 - $100K | None (or less than $201) | 3.3 | ||
| Player 2 - Golf Apparel | $15,001 - $50,000 | None (or less than $201) | 3.4 | ||
| RMG Acquisition Corp. III | $100K - $250K | None (or less than $201) | 3.5 | ||
| Vesta Corp - Fintech focus on payment fraud | $100K - $250K | None (or less than $201) | 3.6 | ||
| Zinc 5 - Nickel Zinc battery company | $1M - $5M | None (or less than $201) | 3.7 | ||
| Zyp Run - Home delivery of cannabis products in Boston | $250K - $500K | None (or less than $201) | 3.8 | ||
| HVH Investors | $100K - $250K | $51,919 | K-1 Income | 3.9 | |
| Harpeth Valley Homes, LLC | 3.9.1 | ||||
| HVH Selma, LLC (residential real estate, Nashville area, TN) | 3.9.1.1 | ||||
| HVH Harts, LLC (residential real estate, Nashville area, TN) | 3.9.1.2 | ||||
| HVH Ventures, LLC (residential real estate, Nashville area, TN) | 3.9.1.3 | ||||
| HVH Shelby Green, LLC (residential real estate, Nashville area, TN) | 3.9.1.4 | ||||
| HVH Ridgecrest, LLC (residential real estate, Nashville area, TN) | 3.9.1.5 | ||||
| HVH Three Rivers, LLC (residential real estate, Nashville area, TN) | 3.9.1.6 | ||||
| HVH Blakeney, LLC (residential real estate, Nashville area, TN) | 3.9.1.7 | ||||
| HVH Five Points, LLC (residential real estate, Nashville area, TN) | 3.9.1.8 | ||||
| HVH Constructors, LLC (residential real estate, Nashville area, TN) | 3.9.1.9 | ||||
| HVH Nearwater, LLC (residential real estate, Nashville area, TN) | 3.9.1.10 | ||||
| HVH Hydes, LLC (residential real estate, Nashville area, TN) | 3.9.1.11 | ||||
| HVH Realty, LLC (residential real estate, Nashville area, TN) | 3.9.1.12 | ||||
| HVH Marlons, LLC (residential real estate, Nashville area, TN) | 3.9.1.13 | ||||
| Huntington Ventures Fund | $15,001 - $50,000 | None (or less than $201) | 3.10 | ||
| Foresite Capital Fund V, L.P | $250K - $500K | None (or less than $201) | 3.11 | ||
| Foresite Capital Opportunity Fund V, L.P. | $50,001 - $100K | None (or less than $201) | 3.12 | ||
| GSF Investments - India supply chain software and Moms Belief Autistic Learning tools | $50,001 - $100K | None (or less than $201) | 3.13 | ||
| GSF Investments International DWC LLC (UAE) | 3.13.1 | ||||
| Carving Futures PTE Limited, Singapore (Mom's Belief - Autistic Learning tools, India- focused) | 3.13.1.1 | ||||
| Regime Tax Solutions Pvt Limited, India (Tax Genie - Supply chain software, India-focused) | 3.13.1.2 | ||||
| GreenRocket LLC | $50,001 - $100K | None (or less than $201) | 3.14 | ||
| KindTap Technologies, LLC (Financial technology application software for revolving lines of consumer credit in the U.S.) | 3.14.1 | ||||
| KindRun Investments, LLC and GreenRocket IP Holdings, LLC (E-commerce operating business and related marketing intellectual property assets) | 3.14.2 | ||||
| RiverForce Partners Fund I LLC | $250K - $500K | None (or less than $201) | 3.15 | ||
| GreenRocket LLC | Underlying holdings previously disclosed at lines 3.14.1 and 3.14.2. | 3.15.1 | |||
| Kind Plus, Inc. (Application software for customer loyalty and recurring payments) | 3.15.2 | ||||
| Superba Holdings, B.V. (Consumer products manufacturer and distributor of health and wellness products, with manufacturing operations based in Ariccia, Italy, and servicing the European continent) | 3.15.3 | ||||
| Tamarack Global Opportunities I Fund, LP | $100K - $250K | None (or less than $201) | 3.16 | ||
| TBV Kling Biotech - drug development | $100K - $250K | None (or less than $201) | 3.17 | ||
| RMG BARB co-invest - software game development | $50,001 - $100K | None (or less than $201) | 3.18 | ||
| Time Bioventures I, LP | $100K - $250K | None (or less than $201) | 3.19 | ||
| Antithesis - software debugging technology | $100K - $250K | None (or less than $201) | 3.20 | ||
| Suffolk Technologies Fund 1, LP | $15,001 - $50,000 | None (or less than $201) | 3.21 | ||
| Airworks Solutions, Inc., Series A-1 Preferred (Geospatial data AI tool) | 3.21.1 | ||||
| Anodet, Inc., SAFE (Visual AI platform for commercial real estate) | 3.21.2 | ||||
| Artic Works Ltd., SAFE (Offsite manufacturing platform for modular building) | 3.21.3 | ||||
| Augmenta, Inc., Series Seed 2 Preferred (Generative design for building MEPs) | 3.21.4 | ||||
| BuildClub Inc., Series A Preferred (Just in time building materials platform) | 3.21.5 | ||||
| CalcTree Inc., Series Seed-6 Preferred (Engineering calc tools) | 3.21.6 | ||||
| Constrafor, Inc., Series A-4 Preferred Stock (Procurement and payment platform for purchasing) | 3.21.7 | ||||
| Ediphi Solutions Inc., Series Seed Preferred and Series A Preferred (Modern preconstruction planning platform) | 3.21.8 | ||||
| Emidat GmbH, Series Seed Shares (Carbon reporting compliance for manufacturers) | 3.21.9 | ||||
| Exodigo, Inc., Series A-8 Preferred (mapping tool for underground site work planning) | 3.21.10 | ||||
| Felux Inc., Series A Preferred (Purchasing market place for steel) | 3.21.11 | ||||
| Genia Engineering, Inc., SAFE (Co-pilot tool for structural engineering) | 3.21.12 | ||||
| Hammr Inc., SAFE (Back office payroll and compliance platform) | 3.21.13 | ||||
| Handle, Inc., Series AA-1 and AA-2 Preferred (Digital Lien and payment management solution) | 3.21.14 | ||||
| Higharc, Inc., Series B-1 Preferred (AI platform to generate, design and plan home projects) | 3.21.15 | ||||
| Kayapay, Inc., SAFE and common stock (Supply chain tracking intelligence tool) | 3.21.16 | ||||
| Kojo Technologies, Inc., Series C Preferred (Procurement and payment platform for subcontractors) | 3.21.17 | ||||
| Kroo USA, Inc., SAFE (Construction data platform for site mgt) | 3.21.18 | ||||
| Maverick Work Wear, Inc., Series C Preferred (Direct to worker construction apparrel) | 3.21.19 | ||||
| Measurabl, Inc., Series D Preferred (ESG data platform for commercial construction) | 3.21.20 | ||||
| Novl Technologies, Inc., SAFE (ERP system for Architects and engineers) | 3.21.21 | ||||
| Outbuild Technologies, Inc., Series A-3 Preferred (Scheduling and planning software for construction) | 3.21.22 | ||||
| Paces AI Inc., Series A-1 Preferred (Site intelligence and diligence platform for Renewable developers) | 3.21.23 | ||||
| PLOT Communications, Inc., Series Seed-2 Preferred (Jobsite logistics and planning software) | 3.21.24 | ||||
| Pulley Studios, Inc., Series A-3 Preferred (Permitting automation platform) | 3.21.25 | ||||
| Qualis Flow Limited, Series A Preferred (Tracking platform for waste at sites) | 3.21.26 | ||||
| SewerAI Corporation, Series B and B-1 Preferred (AI inspection tools for underground infrastructure) | 3.21.27 | ||||
| Sublime Systems Inc., Common Stock Warrants and Convertible Promissory Note (Low carbon cement) | 3.21.28 | ||||
| Tangible Materials, Inc., SAFE (Tracks carbon consumption for materials) | 3.21.29 | ||||
| TedTech, Inc. (dba Sitelink), SAFE (Augmented reality tools for design and construction) | 3.21.30 | ||||
| Trayd, Inc., SAFE (Payroll and compliance platform) | 3.21.31 | ||||
| Trellis Air Corporation, Series Seed Preferred (Membrane based dehumidification tech) | 3.21.32 | ||||
| Trunk Tools, Inc., Series A Preferred (AI assistant for construction teams that retrieves and summarizes field knowledge) | 3.21.33 | ||||
| TrustLayer, Inc., SAFE (Collaborative insurance and compliance verification platform) | 3.21.34 | ||||
| Wayste Inc., Series A Preferred (B2B waste management marketplace) | 3.21.35 | ||||
| Wint – Wi Ltd, Series C Preferred (Water intelligence platform that detects leaks, pipe failures, and equipment malfunctions) | 3.21.36 | ||||
| Vender option grant (provides buying service for software to companies) | $15,001 - $50,000 | None (or less than $201) | 3.22 | ||
| Fasten Option Award (Provides loyalty credit cards for automotive dealers) | $15,001 - $50,000 | None (or less than $201) | 3.23 | ||
| Edison Partners Fund XI | $1,001 - $15,000 | None (or less than $201) | 3.24 | ||
| Eos Energy Enterprises Inc. Class A Common Stock (EOSE) - Unregistered shares | $50,001 - $100K | None (or less than $201) | 3.25 | ||
| U.S. bank 2 Whipstick Ventures Checking | $50,001 - $100K | $1,001 - $2,500 | Interest | 3.26 | |
| Brokerage 1 Whipstick Ventures | 3.27 | ||||
| U.S. Cash Deposit Brokerage 1 | $1,001 - $15,000 | $201 - $1,000 | Interest | 3.27.1 | |
| Generation Capital Partners, , partnership interest in partnership with 3 open investments | 4 | ||||
| Greene Lyon - Chip removal from PCB boards for re-use | $50,001 - $100K | None (or less than $201) | 4.1 | ||
| Nucleated Foam Technology Inc: Foam cleaning of jet engines and OIL and Gas heat exchangers | $1M - $5M | None (or less than $201) | 4.2 | ||
| Collegiate Sports Mgt: Revenue monetization for athletic departments and National championships for College E | $50,001 - $100K | None (or less than $201) | 4.3 | ||
| Generation Capital Partners | $313K | $250,00 Annual Fee + 1Q | 4.4 | ||
| Greene Lyon, carried interest (value not readily ascertainable): 9% of profits over 1.25x original investment | None (or less than $201) | 4.5 | |||
| Nucleated Foam Technology Inc, carried interest (value not readily ascertainable): 9% of profits over 1.25x original investment | None (or less than $201) | 4.6 | |||
| Collegiate Sports Mgt, carried interest (value not readily ascertainable): 9% of profits over 1.25x original investment | None (or less than $201) | 4.7 | |||
| Suffolk Technologies LLC | $125K | Advisory fees | 5 | ||
| TRADITIONAL IRA | 6 | ||||
| IShares Core S&P 500 ETF | $250K - $500K | None (or less than $201) | 6.1 | ||
| iShares S&P 500 Growth ETF | $50,001 - $100K | None (or less than $201) | 6.2 | ||
| Ishares S&P500 value ETF | $50,001 - $100K | None (or less than $201) | 6.3 | ||
| IShares MSCI Eurozone ETF | $50,001 - $100K | None (or less than $201) | 6.4 | ||
| Ishares Tr MSCI UK ETF | $15,001 - $50,000 | None (or less than $201) | 6.5 | ||
| ISHARES INC MSCI PAC JP ETF | $15,001 - $50,000 | None (or less than $201) | 6.6 | ||
| Ishares Core S&P Mid-Cap ETF | $15,001 - $50,000 | None (or less than $201) | 6.7 | ||
| ISHARES CORE S&P SMALL-CAP E | $15,001 - $50,000 | None (or less than $201) | 6.8 | ||
| ISHARES INC MSCI JPN ETF NEW | $15,001 - $50,000 | None (or less than $201) | 6.9 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $15,001 - $50,000 | None (or less than $201) | 6.10 | ||
| Sep IRA | 7 | ||||
| IShares MSCI Eurozone ETF | $15,001 - $50,000 | None (or less than $201) | 7.1 | ||
| ISHARES INC MSCI PAC JP ETF | $1,001 - $15,000 | None (or less than $201) | 7.2 | ||
| ISHARES S&P 100 ETF | $1,001 - $15,000 | None (or less than $201) | 7.3 | ||
| IShares Core S&P 500 ETF | $100K - $250K | None (or less than $201) | 7.4 | ||
| iShares S&P 500 Growth ETF | $15,001 - $50,000 | None (or less than $201) | 7.5 | ||
| ISHARES S&P 500 VALUE ETF | $15,001 - $50,000 | None (or less than $201) | 7.6 | ||
| Ishares Core S&P Mid-Cap ETF | $1,001 - $15,000 | None (or less than $201) | 7.7 | ||
| ISHARES CORE S&P SMALL-CAP E | $1,001 - $15,000 | None (or less than $201) | 7.8 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | 7.9 | ||
| ISHARES INC MSCI JPN ETF NEW | $1,001 - $15,000 | None (or less than $201) | 7.10 | ||
| ISHARES TRUST CORE DIVID GWTH | $1,001 - $15,000 | None (or less than $201) | 7.11 | ||
| ISHARES TR MSCI UK ETF NEW | $1,001 - $15,000 | None (or less than $201) | 7.12 | ||
| Vanguard Intl Equity Index Fds Ftse Europe ETF | $1,001 - $15,000 | None (or less than $201) | 7.13 | ||
| Roth IRA | 8 | ||||
| ISHARES MSCI EUROZONE ET | $15,001 - $50,000 | None (or less than $201) | 8.1 | ||
| ISHARES INC MSCI PAC JP ETF | $1,001 - $15,000 | None (or less than $201) | 8.2 | ||
| ISHARES S&P 100 ETF | $1,001 - $15,000 | None (or less than $201) | 8.3 | ||
| IShares Core S&P 500 ETF | $50,001 - $100K | None (or less than $201) | 8.4 | ||
| iShares S&P 500 Growth ETF | $15,001 - $50,000 | None (or less than $201) | 8.5 | ||
| ISHARES S&P 500 VALUE ETF | $15,001 - $50,000 | None (or less than $201) | 8.6 | ||
| Ishares Core S&P Mid-Cap ETF | $1,001 - $15,000 | None (or less than $201) | 8.7 | ||
| ISHARES CORE S&P SMALL-CAP E | $1,001 - $15,000 | None (or less than $201) | 8.8 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | 8.9 | ||
| ISHARES INC MSCI JPN ETF NEW | $1,001 - $15,000 | None (or less than $201) | 8.10 | ||
| ISHARES TRUST CORE DIVID GWTH | $1,001 - $15,000 | None (or less than $201) | 8.11 | ||
| ISHARES TR MSCI UK ETF NEW | $1,001 - $15,000 | None (or less than $201) | 8.12 | ||
| VANGUARD INTL EQUITY INDEX FDS FTSE | $1,001 - $15,000 | None (or less than $201) | 8.13 | ||
| General Electric Aerospace Deferred salary | $250K - $500K | $256K | Approximately $128,000 per year thru 2027 | Although exact 2025 income is included, the available 2024 figures do not provide an exact income breakdown between the deferred salary program and the AEIP payout program. A good faith apportionment of 2024 income between lines 9 and 11 has been provided. | 9 |
| GE Aerospace Retirement Accts | 10 | ||||
| General Electric Regular Pension plan, defined benefit plan | $500K - $1M | None (or less than $201) | 10.1 | ||
| General Electric Aerospace PPA/VPA pension, defined benefit plan | $100K - $250K | None (or less than $201) | 10.2 | ||
| GE Aerospace Supplemental Pension plan, defined benefit plan | $5M - $25M | None (or less than $201) | 10.3 | ||
| GE Aerospace Deferred AEIP payout | $26,790 | 11 | |||
| GE Aerospace Deferred AEIP Cash Balance | $1,001 - $15,000 | None (or less than $201) | 11.1 | ||
| GE Aerospace Deferred AEIP - GE Stock | $15,001 - $50,000 | None (or less than $201) | Balance, as of filing, tracked GE Aerospace stock. Balance subsequently moved to cash. | 11.2 | |
| Performance Journey LLC - 2/5/2025 | $10,000 | Fee for teaching a class | 12 | ||
| SpringBig Holdings Inc. Common Stock (SBIG) | $1,001 - $15,000 | None (or less than $201) | 13 |
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. |
|---|---|---|---|
| Generation Capital Partners | I will retain a passive investment interest in GCP. I will also retain my carried interest in Greene Lyon, Nucleated Foam Technology, and Collegiate Sports Management. The terms (9% of profits over 1.25x original investment) are fixed, and payment will be made when the terms are met. (2020-01-01) | 1 | |
| Whipstick Ventures LLC | I will resign as co-managing member and become a passive investor in this LLC upon confirmation. The LLC will not acquire new investments during my appointment. (2025-06-01) | 2 | |
| General Electric Regular Pension plan | I will continue to participate in this defined benefit plan. (1989-07-01) | 3 | |
| General Electric Aerospace PPA/VPA pension | I will continue to participate in this defined benefit plan. (1989-07-01) | 4 | |
| GE Aerospace Supplemental Pension plan | I will continue to participate in this defined benefit plan. (1996-02-01) | 5 | |
| General Electric Aerospace Deferred salary | I will continue to receive payments, drawing down a fixed cash receivable from this deferred salary program through February 2027. (2003-02-01) | 6 | |
| General Electric Aerospace AEIP | I will continue to receive payments from the AEIP through February 2027. The payments draw down a fixed cash receivable. (2003-02-01) | 7 | |
| Eos Energy Enterprises Inc. | I will retain my vested stock options. (2023-09-01) | 8 | |
| Eos Energy Enterprises Inc. | I am eligible to receive new grants of restricted stock units. Any unvested restricted stock units will vest at separation pursuant to company policy. Restricted stock units convert to stock upon vesting. (2023-09-01) | 9 |
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. |
|---|---|---|---|---|---|
| Upnext Leadership Coaching LLC (Leadership Advisory and Executive Coaching) | $15,001 - $50,000 | consulting fees | 1 | ||
| Spouse Traditional IRA | 2 | ||||
| IShares MSCI Eurozone ETF | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| ISHARES INC MSCI PAC JP ETF | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| ISHARES S&P 100 ETF | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| IShares Core S&P 500 ETF | $15,001 - $50,000 | None (or less than $201) | 2.4 | ||
| iShares S&P 500 Growth ETF | $15,001 - $50,000 | None (or less than $201) | 2.5 | ||
| ISHARES S&P 500 VALUE ETF | $15,001 - $50,000 | None (or less than $201) | 2.6 | ||
| Ishares Core S&P Mid-Cap ETF | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| ISHARES CORE S&P SMALL-CAP E( | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| ISHARES INC MSCI JPN ETF NEW | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| ISHARES TRUST CORE DIVID GWTH | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| ISHARES TR MSCI UK ETF NEW | $1,001 - $15,000 | None (or less than $201) | 2.12 | ||
| Vanguard Intl Equity Index Fds Ftse Europe ETF | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| Spouse SEP IRA | 3 | ||||
| U.S. bank 1 USA Deposit | $50,001 - $100K | None (or less than $201) | 3.1 | ||
| Beyond Meat | None (or less than $1,001) | None (or less than $201) | 3.2 | ||
| Danimer Scientific | None (or less than $1,001) | None (or less than $201) | 3.3 | ||
| EOS Energy | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| SPDR S&P500 ETF Trust | $50,001 - $100K | None (or less than $201) | 3.5 | ||
| VanEck Gold Miners ETF | $50,001 - $100K | None (or less than $201) | 3.6 | ||
| IShares Asia 50 ETF | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| iShares MSCI China ETF (MCHI) | $1,001 - $15,000 | None (or less than $201) | 3.8 |
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. |
|---|---|---|---|---|---|
| Carving Futures PTE Limited, Singapore (Investment in Mom's Belief (Principally in India. They provide educational tools and learning strategies for children with Autism and other development issues in rural areas) | $50,001 - $100K | None (or less than $201) | 1 | ||
| U.S. bank 2 Joint Checking Account | $250K - $500K | $201 - $1,000 | Interest | 2 | |
| U.S. bank 2 Checking | $1,001 - $15,000 | None (or less than $201) | Interest | 3 | |
| U.S. bank 2 Savings | $1,001 - $15,000 | None (or less than $201) | Interest | 4 | |
| U.S. bank 1 spouse Revocable Trust | $500K - $1M | $5,001 - $15,000 | Interest | 5 | |
| Spouse Revocable Trust Brokerage bank 1 | 6 | ||||
| U.S. bank 1 deposit | $1,001 - $15,000 | $201 - $1,000 | Interest | 6.1 | |
| ARCTOS SPORTS PARTNERS ACCESS LLC | $250K - $500K | $2,501 - $5,000 | 6.2 | ||
| TCV XI ACCESS LLC | $50,001 - $100K | $1,001 - $2,500 | 6.3 | ||
| WEST STREET STRATEGIC SOLUTIONS FUND I, L.P. | $250K - $500K | $1,001 - $2,500 | 6.4 | ||
| WEST STREET SENIOR CREDIT PARTNERS III, L.P. | $100K - $250K | $2,501 - $5,000 | 6.5 | ||
| John Hancock Universal life Jeffrey Bornstein | $250K - $500K | None (or less than $201) | 7 | ||
| Prudential Universal Life Jeffrey Bornstein | $100K - $250K | None (or less than $201) | 8 | ||
| Mass Mutual Whole Life 100 LTC Jeffrey Bornstein | $50,001 - $100K | None (or less than $201) | 9 | ||
| Mass Mutual Spouse Whole Life 100 LTC | $50,001 - $100K | None (or less than $201) | 10 | ||
| Brokerage 1 - joint | 11 | ||||
| Rafael Holdings, Inc. (RFL) | $1,001 - $15,000 | None (or less than $201) | 11.1 | ||
| Kalaris Therapuetics (allovir) | $1,001 - $15,000 | None (or less than $201) | 11.2 | ||
| U.S. bank deposit program For Brokerage 1 | $1,001 - $15,000 | None (or less than $201) | 11.3 | ||
| Rivian Automotive Inc. Brokerage #2 | $1,001 - $15,000 | None (or less than $201) | 12 |
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. |
|---|---|---|---|
| Goldman Sachs Bank USA | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2023, rate: 6.25, term: 30 | 1 | |
| Generation Capital Partners Carry Advance | type: advance of carry against partnership investments repayable via monetization of investments, amount: $1,000,001 - $5,000,000, year-incurred: 2020, rate: 0, term: When carry assets monetized | 2 | |
| Foresite Capital Fund V, LP | type: Capital Commitment, amount: $10,001 - $15,000, year-incurred: 2020, rate: 0, term: On Demand | 3 | |
| Time Bioventures I, LP | type: Capital Commitment, amount: $15,001 - $50,000, year-incurred: 2021, rate: 0, term: On Demand | 4 | |
| Suffolk Technologies Fund 1, LP | type: Capital Commitment, amount: $50,001 - $100,000, year-incurred: 2023, rate: 0, term: On Demand | 5 | |
| Edison Partners Fund XI | type: capital Commitment, amount: $50,001 - $100,000, year-incurred: 2024, rate: 0, term: On Demand | 6 | |
| TCV XI ACCESS LLC | type: Capital Commitment, amount: $15,001 - $50,000, year-incurred: 2019, rate: 0, term: On Demand | 7 | |
| ARCTOS SPORTS PARTNERS ACCESS LLC | type: Capital Commitment, amount: $15,001 - $50,000, year-incurred: 2019, rate: 0, term: On Demand | 8 | |
| WEST STREET STRATEGIC SOLUTIONS FUND I, L.P. | type: Capital Commitment, amount: $100,001 - $250,000, year-incurred: 2019, rate: 0, term: On Demand | 9 | |
| WEST STREET SENIOR CREDIT PARTNERS III, L.P. | type: Capital Commitment, amount: $50,001 - $100,000, year-incurred: 2019, rate: 0, term: On Demand | 10 |
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.
