Julie E. Callahan
The data on this page comes from a financial disclosure filed by Julie E. Callahan, who was picked to be: Chief Agricultural Negotiator, Office of the U.S. Trade Representative. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
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. |
|---|---|---|---|---|---|
| Roth IRA | 1 | ||||
| Schwab Total Stock Market Index Fund (SWTSX) | $100K - $250K | None (or less than $201) | 1.1 | ||
| Lululemon Athletica Inc stock (LULU) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $100K - $250K | None (or less than $201) | 1.3 | ||
| Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| IRA | 2 | ||||
| Visa Inc stock (V) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| Apple Inc Stock (AAPL) | $50,001 - $100K | None (or less than $201) | 2.2 | ||
| Schwab Total Stock Market Index Fund (SWTSX) | $100K - $250K | None (or less than $201) | 2.3 | ||
| Schwab Intermediate-Term US Treasury ETF (SCHR) | $15,001 - $50,000 | None (or less than $201) | 2.4 | ||
| USAA World Growth Fund (USAWX) | $15,001 - $50,000 | None (or less than $201) | 2.5 | ||
| Vanguard 500 Index Fund ETF (VOO) | $1,001 - $15,000 | None (or less than $201) | 2.6 |
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. |
|---|---|---|---|---|---|
| Arnold Ventures | salary | 1 | |||
| IRA | 2 | ||||
| Apple Inc Stock (AAPL) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| Home Depot Inc stock (HD) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| Invesco FTSE RAFI US 1000 ETF (PRF) | $15,001 - $50,000 | None (or less than $201) | 2.3 | ||
| Invesco FTSE Rafi US 1500 Small-Mid ETF (PRFZ) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| USAA Growth Fund (USAAX) | $15,001 - $50,000 | None (or less than $201) | 2.5 | ||
| Schwab S&P 500 Index Fund (SWPPX) | $50,001 - $100K | None (or less than $201) | 2.6 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $100K - $250K | None (or less than $201) | 2.7 | ||
| iShares bitcoin Trust ETF (IBIT) | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $100K - $250K | None (or less than $201) | 2.9 | ||
| Vanguard 500 Index Fund ETF (VOO) | $250K - $500K | None (or less than $201) | 2.10 | ||
| Vanguard Total Stock Market Index Fund ETF (VTI) | $100K - $250K | None (or less than $201) | 2.11 | ||
| Schwab Value Advantage Money Fund (SWVXX) | $250K - $500K | None (or less than $201) | 2.12 | ||
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $100K - $250K | None (or less than $201) | 2.13 | ||
| 401k | 3 | ||||
| Fidelity Blue Chip Growth K6 Fund (FBCGX) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| FIDELITY MID CAP INDEX FUND (FSMDX) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Invesco Discovery Fund Class R6 (ODIIX) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Tax Foundation | salary | 4 | |||
| "Taxocracy", Post Hill Press (value not readily ascertainable) | $2,501 - $5,000 | Rent or Royalties | 5 |
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 rental property, Milton MA | $500K - $1M | $15,001 - $50,000 | Rent or Royalties | 1 | |
| residential rental property, Washington DC | $500K - $1M | $15,001 - $50,000 | Rent or Royalties | 2 | |
| USAA 500 Index Fund (USSPX) | $15,001 - $50,000 | $201 - $1,000 | 3 | ||
| Apple Inc Stock (AAPL) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 4 | |
| USAA World Growth Fund Fund (USAWX) | $15,001 - $50,000 | $2,501 - $5,000 | 5 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $100K - $250K | $1,001 - $2,500 | 6 | ||
| Vanguard Consumer Discretionary ETF (VCR) | $50,001 - $100K | $1,001 - $2,500 | 7 | ||
| U.S. Bank (Cash) | $50,001 - $100K | $201 - $1,000 | Interest | 8 | |
| USAA NASDAQ-100 Index Fund (usnqx) | $100K - $250K | $5,001 - $15,000 | 9 | ||
| Schwab S&P 500 Index Fund (SWPPX) | $100K - $250K | $1,001 - $2,500 | 10 | ||
| Schwab US Dividend Equity ETF (SCHD) | $1,001 - $15,000 | $201 - $1,000 | 11 | ||
| Schwab Value Advantage Money Fund (SWVXX) | $50,001 - $100K | $5,001 - $15,000 | 12 | ||
| Vanguard 500 Index Fund ETF (VOO) | $15,001 - $50,000 | $201 - $1,000 | 13 | ||
| Schwab Total Stock Market Index Fund (SWTSX) | $15,001 - $50,000 | $201 - $1,000 | 14 | ||
| iShares bitcoin Trust ETF (IBIT) | $1,001 - $15,000 | None (or less than $201) | 15 |
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. |
|---|---|---|---|
| JPMorgan Chase Bank | type: Mortgage (investment/rent al property), amount: $500,001 - $1,000,000, year-incurred: 2020, rate: 4.75%, term: 30 yr | 1 | |
| Ally | type: Mortgage on Personal Residence, amount: $100,001 - $250,000, year-incurred: 2015, rate: 4.25%, term: 15 yr | Includes rental unit | 2 |
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.
