Kenneth Robert Callahan
Reported Asset Values
$442K–$2.3M+
The data on this page comes from a financial disclosure filed by Kenneth Robert Callahan, who was picked to be: Senior Advisor for Policy & Implementation, Office of the Chief of Staff, Immediate Office of the Secretary, Department of Health & Human Services. 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. |
|---|---|---|---|
| Redbird Cove | Chief Executive Officer, 3/2021 - Present | Previously organized as a limited liability company. | 1 |
| Case Western Reserve University | Mentor, CWRU Venture Mentor Program, School of Medicine, 3/2023 - 1/2025 | 2 | |
| Walnut Hill Medical, LLC (rebranded from Pacific Therapy Access) | Vice President of Business Development, 9/2022 - 1/2025 | 3 | |
| Hargan Group, LLC | Principal, 2/2021 - 1/2025 | 4 | |
| Sovrinti, Inc. | Advisory Board Member, 7/2024 - 11/2024 | 5 | |
| Alio, Inc. | Head of Policy & Reimbursement Strategy, 2/2021 - 10/2024 | The contract was dated for February 2021 but was signed in early March 2021. I put a hold on the contract effective immediately in October 2024. | 6 |
| Nucleate Bio, Inc. | Mentor, 2/2023 - 9/2023 | 7 |
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. |
|---|---|---|---|---|---|
| Redbird Cove, S Corporation | 1 | ||||
| Walnut Hill Medical, LLC (services in health policy and reimbursement, prior authorization, durable medical equipment, commercial readiness and launch of medical devices, and speaking engagements) | $36,750 | Salary and Bonus | 1.1 | ||
| Walnut Hill Medical, LLC, commission payments: cash receivable | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Pacific Therapy Access (before rebranding as Walnut Medical, LLC) | $57,546 | Salary and Bonus | 1.3 | ||
| Hargan Group, LLC (health care consulting) | $597K | Salary and Bonus | 1.4 | ||
| Alio, Inc. (medical devices and digital services) | $44,300 | Consulting Fees | 1.5 | ||
| Alio, Inc., convertible promissory note | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| Gerson Lehrman Group, Inc. (expert network for clients exploring a new strategy, product, segment, or direction) | $645 | Consulting Fees | 1.7 | ||
| One-participant 401(k) plan account | 2 | ||||
| Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| ISHARES MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| ISHARES Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Real Estate Select Sector SPDR Fund (XLRE) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| SPDR Blackstone Senior Loan ETF (SRLN) | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| SPDR MSCI EAFE StrategicFactors ETF (QEFA) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| SPDR Portfolio S&P 500 Value ETF (SPYV) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| Vanguard Small-Cap Value Index Fund - ETF Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| Vanguard Small-Cap Growth Index Fund - ETF Shares (VBK) | $1,001 - $15,000 | None (or less than $201) | 2.12 | ||
| Vanguard Financials Index Fund - ETF Shares (VFH) | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | None (or less than $201) | Sold on March 26, 2025. | 2.14 | |
| Vanguard Information Technology Index Fund - ETF Shares (VGT) | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| Vanguard Intermediate-Term Treasury Index Fund - ETF Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | 2.16 | ||
| Vanguard Short-Term Corporate Bond Index Fund - ETF Shares (VCSH) | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| Vanguard Intermediate-Term Corporate Bond Index Fund - ETF Shares (VCIT) | $1,001 - $15,000 | None (or less than $201) | 2.18 | ||
| Vanguard Long-Term Corporate Bond Index Fund - ETF Shares (VCLT) | $1,001 - $15,000 | None (or less than $201) | 2.19 | ||
| U.S. Brokerage Account #1 (Cash) | $15,001 - $50,000 | None (or less than $201) | 2.20 | ||
| U.S. Brokerage Account #2 (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.21 | ||
| SEP-IRA plan brokerage account | 3 | ||||
| Alphabet, Inc. - Class A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.1 | |
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.2 | |
| American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| American Tower Corporation (AMT) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| Amphenol Corporation - Class A (APH) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.7 | |
| Applied Materials, Inc. (AMAT) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| Caterpillar, Inc. (CAT) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| Chipotle Mexican Grill, Inc. (CMG) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.11 | |
| Corteva, Inc. (CTVA) | $1,001 - $15,000 | None (or less than $201) | 3.12 | ||
| Costco Wholesale Corporation (COST) | $1,001 - $15,000 | None (or less than $201) | 3.13 | ||
| D.R. Horton, Inc. (DHI) | $1,001 - $15,000 | None (or less than $201) | 3.14 | ||
| Emerson Electric Co. (EMR) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.15 | |
| Enterprise Products Partners, LP (EPD) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.16 | |
| HCA Healthcare, Inc. (HCA) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.17 | |
| Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | 3.18 | ||
| Intercontinental Exchange, Inc. (ICE) | $1,001 - $15,000 | None (or less than $201) | 3.19 | ||
| Intuit, Inc. (INTU) | $1,001 - $15,000 | None (or less than $201) | 3.20 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 3.21 | ||
| KLA CORPORATION (KLAC) | $1,001 - $15,000 | None (or less than $201) | 3.22 | ||
| Lam Research Corporation (LRCX) | $1,001 - $15,000 | None (or less than $201) | 3.23 | ||
| Marriott International, Inc. (MAR) | $1,001 - $15,000 | None (or less than $201) | 3.24 | ||
| MCKESSON CORPORATION (MCK) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.25 | |
| Meta Platforms, Inc. (META) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.26 | |
| Microsoft Corporation (MSFT) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.27 | |
| Netflix, Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) | 3.28 | ||
| Northrop Grumman Corporation (NOC) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.29 | |
| NVIDIA CORPORATION (NVDA) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.30 | |
| Progressive Corporation (PGR) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.31 | |
| Public Enterprise Service Group, Inc. (PEG) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.32 | |
| Republic Services, Inc. (RSG) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.33 | |
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 3.34 | ||
| Sempra Energy (SRE) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.35 | |
| T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.36 | |
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.37 | |
| Vertex Pharmaceuticals, Inc. (VRTX) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.38 | |
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 3.39 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.40 | |
| Welltower, Inc. (WELL) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.41 | |
| Calvert Income Fund - Class I (CINCX) | $1,001 - $15,000 | None (or less than $201) | 3.42 | ||
| Carillon Reams Core Plus Bond Fund - Class I (SCPZX) | $1,001 - $15,000 | None (or less than $201) | 3.43 | ||
| Cohen & Steers Preferred Securities & Income Fund - Class I (CPXIX) | $1,001 - $15,000 | None (or less than $201) | 3.44 | ||
| Global X U.S. Preferred ETF (PFFD) | $1,001 - $15,000 | None (or less than $201) | 3.45 | ||
| ISHARES MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) | 3.46 | ||
| iShares U.S. Treasury Bond ETF (GOVT) | $1,001 - $15,000 | None (or less than $201) | 3.47 | ||
| Nuveen Strategic Income Fund - Class I (FCBYX) | $1,001 - $15,000 | None (or less than $201) | 3.48 | ||
| Nuveen Floating Rate Income Fund - Class I (NFRIX) | $1,001 - $15,000 | None (or less than $201) | 3.49 | ||
| PIMCO Low Duration Income Fund - Class I-2 (PFTPX) | $1,001 - $15,000 | None (or less than $201) | 3.50 | ||
| PIMCO Income Fund - Class I-2 (PONPX) | $1,001 - $15,000 | None (or less than $201) | 3.51 | ||
| SPDR S&P Metals & Mining ETF (XME) | $1,001 - $15,000 | None (or less than $201) | 3.52 | ||
| U.S. Brokerage Money Market Account (cash) | $1,001 - $15,000 | None (or less than $201) | 3.53 | ||
| Traditional IRA brokerage account | 4 | ||||
| Bitcoin | $15,001 - $50,000 | None (or less than $201) | 4.1 | ||
| Roth IRA brokerage account #1 | 5 | ||||
| Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | 5.2 | ||
| Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | None (or less than $201) | 5.3 | ||
| SPDR MSCI EAFE StrategicFactors ETF (QEFA) | $1,001 - $15,000 | None (or less than $201) | 5.4 | ||
| SPDR Portfolio S&P 500 Value ETF (SPYV) | $1,001 - $15,000 | None (or less than $201) | 5.5 | ||
| Vanguard Financials Index Fund - ETF Shares (VFH) | $1,001 - $15,000 | None (or less than $201) | 5.6 | ||
| Vanguard Intermediate-Term Treasury Index Fund - ETF Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | 5.7 | ||
| Vanguard Intermediate-Term Corporate Bond Index Fund - ETF Shares (VCIT) | $1,001 - $15,000 | None (or less than $201) | 5.8 | ||
| Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | None (or less than $201) | Sold on March 26, 2025, and March 27, 2025. | 5.9 | |
| Roth IRA brokerage account #2 | 6 | ||||
| Bitcoin | $15,001 - $50,000 | None (or less than $201) | 6.1 |
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)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| Redbird Cove | My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. (2025-01-01) | 1 | |
| Walnut Hill Medical, LLC | Pursuant to the consulting contract between Redbird Cove and Walnut Hill Medical, LLC, I will receive lump- sum, fixed cash payments of $2,980 and $3,000 from Walnut Hill Medical, LLC, as fees owed for services rendered before my appointment. I do not have a date when those fees would be paid by. (2022-09-01) | 2 | |
| Alio, Inc. | Redbird Cove and Alio, Inc., have entered into a convertible promissory note agreement as fees owed to me for services rendered before my appointment. (2025-01-01) | 3 |
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. |
|---|---|---|---|
| Redbird Cove | Chief Executive Officer | 1 | |
| Walnut Hill Medical, LLC | Vice President of Business Development (compensated through Redbird Cove) | Rebranded from Pacific Therapy Access. | 2 |
| Pacific Therapy Access | Vice President of Business Development (compensated through Redbird Cove) | 3 | |
| Hargan Group, LLC | Principal (compensated through Redbird Cove) | 4 | |
| Sovrinti, Inc. | Advisory Board Member (compensated through Redbird Cove) | 5 | |
| Alio, Inc. | Head of Policy & Reimbursement Strategy (compensated through Redbird Cove) | 6 | |
| DHVP GP I, LLC | Health care consulting services (compensated through Redbird Cove) | 7 | |
| EndoStim, Inc. | Health care consulting services (client of Walnut Hill Medical, LLC; compensated through Redbird Cove) | 8 | |
| Nalu Medical, Inc. | Health care consulting services (client of Walnut Hill Medical, LLC; compensated through Redbird Cove) | 9 | |
| Spiro Medical, Inc. | Health care consulting services (client of Pacific Therapy Access; compensated through Redbird Cove) | 10 | |
| Honeywell International, Inc. | Health care consulting services (client of Pacific Therapy Access; compensated through Redbird Cove) | 11 | |
| Abvf, BV | Health care consulting services (client of Pacific Therapy Access; compensated through Redbird Cove) | 12 | |
| Saluda Medical Americas, Inc. | Health care consulting services (client of Pacific Therapy Access; compensated through Redbird Cove) | 13 | |
| AdventHealth | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 14 | |
| Fairbanks Memorial Hospital | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 15 | |
| Keel Digital Solutions Corporation | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 16 | |
| Mayo Foundation for Medical Education & Research | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 17 | |
| OrthoMed Staffing, LLC (OrthoMed Anesthesia) | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 18 | |
| Verde Environmental Technologies, Inc. | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 19 | |
| America's Health Insurance Plans | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 20 | |
| LHC Group, Inc. | Health care consulting services (client of Hargan Group, LLC; compensated through Redbird Cove) | 21 |
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, Cleveland, OH | $250K - $500K | $5,001 - $15,000 | Rent or Royalties | 1 | |
| Exodus wallet | 2 | ||||
| Bitcoin | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| U.S. Brokerage Account #1 | 3 | ||||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | Sold on March 12, 2025. | 3.1 | |
| Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| ISHARES MBS ETF (MBB) | $1,001 - $15,000 | $201 - $1,000 | 3.4 | ||
| iShares Preferred & Income Securities ETF (PFF) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| iShares S&P 500 Growth ETF (IVW) | $15,001 - $50,000 | None (or less than $201) | 3.6 | ||
| ISHARES Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| Real Estate Select Sector SPDR Fund (XLRE) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| SPDR Blackstone Senior Loan ETF (SRLN) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| SPDR MSCI EAFE StrategicFactors ETF (QEFA) | $1,001 - $15,000 | $201 - $1,000 | 3.11 | ||
| SPDR Portfolio S&P 500 Value ETF (SPYV) | $15,001 - $50,000 | $201 - $1,000 | 3.12 | ||
| Vanguard Small-Cap Value Index Fund - ETF Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | 3.13 | ||
| Vanguard Small-Cap Growth Index Fund - ETF Shares (VBK) | $1,001 - $15,000 | None (or less than $201) | 3.14 | ||
| Vanguard Financials Index Fund - ETF Shares (VFH) | $1,001 - $15,000 | $201 - $1,000 | 3.15 | ||
| Vanguard Information Technology Index Fund - ETF Shares (VGT) | $1,001 - $15,000 | $201 - $1,000 | 3.16 | ||
| Vanguard Intermediate-Term Treasury Index Fund - ETF Shares (VGIT) | $1,001 - $15,000 | $201 - $1,000 | 3.17 | ||
| Vanguard Short-Term Corporate Bond Index Fund - ETF Shares (VCSH) | $1,001 - $15,000 | None (or less than $201) | 3.18 | ||
| Vanguard Intermediate-Term Corporate Bond Index Fund - ETF Shares (VCIT) | $1,001 - $15,000 | $201 - $1,000 | 3.19 | ||
| Vanguard Long-Term Corporate Bond Index Fund - ETF Shares (VCLT) | $1,001 - $15,000 | $201 - $1,000 | 3.20 | ||
| Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | None (or less than $201) | The filer will divest upon receiving a decision from the U.S. Government of Ethics on whether he would be eligible for a Certificate of Divestiture for this asset. | 3.21 | |
| iShares U.S. Energy ETF (IYE) | None (or less than $1,001) | $5,001 - $15,000 | 3.22 | ||
| U.S. Brokerage Account #2 | 4 | ||||
| Tesla, Inc. (TSLA) | $15,001 - $50,000 | None (or less than $201) | The filer will divest upon receiving a decision from the U.S. Government of Ethics on whether he would be eligible for a Certificate of Divestiture for this asset. | 4.1 |
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. |
|---|---|---|---|---|
| One-participant 401(k) plan account: iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | Sale, 2025-02-24
 | 1 | |
| One-participant 401(k) plan account: Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | Sale, 2025-04-11
| 2 | |
| One-participant 401(k) plan account: Vanguard Information Technology Index Fund - ETF Shares (VGT) | $1,001 - $15,000 | Sale, 2025-03-10
| 3 | |
| One-participant 401(k) plan account: Vanguard Materials ETF (VAW) | $1,001 - $15,000 | Purchase, 2025-04-11
| 4 | |
| One-participant 401(k) plan account: Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | Sale, 2025-03-26
| 5 | |
| One-participant 401(k) plan account: WisdomTree Emerging Markets High Dividend Fund (DEM) | $1,001 - $15,000 | Purchase, 2025-02-24
| 6 | |
| SEP-IRA plan brokerage account: Alphabet, Inc. - Class A (GOOGL) | $1,001 - $15,000 | Sale, 2025-03-12
| 7 | |
| SEP-IRA plan brokerage account: Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | Sale, 2025-03-12
| 8 | |
| SEP-IRA plan brokerage account: American Express Co. (AXP) | $1,001 - $15,000 | Sale, 2025-03-12
| 9 | |
| SEP-IRA plan brokerage account: American Tower Corporation (AMT) | $1,001 - $15,000 | Sale, 2025-03-12
| 10 | |
| SEP-IRA plan brokerage account: Amphenol Corporation - Class A (APH) | $1,001 - $15,000 | Sale, 2025-03-12
| 11 | |
| SEP-IRA plan brokerage account: Analog Devices, Inc. (ADI) | $1,001 - $15,000 | Sale, 2025-03-12
| 12 | |
| SEP-IRA plan brokerage account: Apple, Inc. (AAPL) | $1,001 - $15,000 | Sale, 2025-03-12
| 13 | |
| SEP-IRA plan brokerage account: Applied Materials, Inc. (AMAT) | $1,001 - $15,000 | Sale, 2025-03-12
| 14 | |
| SEP-IRA plan brokerage account: BlackRock, Inc. (BLK) | $1,001 - $15,000 | Sale, 2025-03-12
| 15 | |
| SEP-IRA plan brokerage account: Calvert Income Fund - Class I (CINCX) | $1,001 - $15,000 | Sale, 2025-03-12
| 16 | |
| SEP-IRA plan brokerage account: Carillon Reams Core Plus Bond Fund - Class I (SCPZX) | $1,001 - $15,000 | Sale, 2025-03-12
| 17 | |
| SEP-IRA plan brokerage account: Caterpillar, Inc. (CAT) | $1,001 - $15,000 | Sale, 2025-03-12
| 18 | |
| SEP-IRA plan brokerage account: Chipotle Mexican Grill, Inc. (CMG) | $1,001 - $15,000 | Sale, 2025-03-12
| 19 | |
| SEP-IRA plan brokerage account: Cohen & Steers Preferred Securities & Income Fund - Class I (CPXIX) | $1,001 - $15,000 | Sale, 2025-03-12
| 20 | |
| SEP-IRA plan brokerage account: Corteva, Inc. (CTVA) | $1,001 - $15,000 | Sale, 2025-03-12
| 21 | |
| SEP-IRA plan brokerage account: Costco Wholesale Corporation (COST) | $1,001 - $15,000 | Sale, 2025-03-12
| 22 | |
| SEP-IRA plan brokerage account: D.R. Horton, Inc. (DHI) | $1,001 - $15,000 | Sale, 2025-03-12
| 23 | |
| SEP-IRA plan brokerage account: Emerson Electric Co. (EMR) | $1,001 - $15,000 | Sale, 2025-03-12
| 24 | |
| SEP-IRA plan brokerage account: Enterprise Products Partners, LP (EPD) | $1,001 - $15,000 | Sale, 2025-03-12
| 25 | |
| SEP-IRA plan brokerage account: Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | Purchase, 2025-03-12
| 26 | |
| SEP-IRA plan brokerage account: Global X U.S. Preferred ETF (PFFD) | $1,001 - $15,000 | Sale, 2025-03-12
| 27 | |
| SEP-IRA plan brokerage account: HCA Healthcare, Inc. (HCA) | $1,001 - $15,000 | Sale, 2025-03-12
| 28 | |
| SEP-IRA plan brokerage account: Home Depot, Inc. (HD) | $1,001 - $15,000 | Sale, 2025-03-12
| 29 | |
| SEP-IRA plan brokerage account: Intercontinental Exchange, Inc. (ICE) | $1,001 - $15,000 | Sale, 2025-03-12
| 30 | |
| SEP-IRA plan brokerage account: Intuit, Inc. (INTU) | $1,001 - $15,000 | Sale, 2025-03-12
| 31 | |
| SEP-IRA plan brokerage account: iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | Purchase, 2025-03-12
| 32 | |
| SEP-IRA plan brokerage account: iShares MBS ETF (MBB) | $1,001 - $15,000 | Purchase, 2025-03-12
| 33 | |
| SEP-IRA plan brokerage account: iShares Preferred & Income Securities ETF (PFF) | $1,001 - $15,000 | Purchase, 2025-03-12
| 34 | |
| SEP-IRA plan brokerage account: iShares S&P 500 Growth ETF (IVW) | $15,001 - $50,000 | Purchase, 2025-03-12
| 35 | |
| SEP-IRA plan brokerage account: iShares U.S. Treasury Bond ETF (GOVT) | $1,001 - $15,000 | Sale, 2025-03-12
| 36 | |
| SEP-IRA plan brokerage account: JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | Sale, 2025-03-12
| 37 | |
| SEP-IRA plan brokerage account: KLA Corporation (KLAC) | $1,001 - $15,000 | Sale, 2025-03-12
| 38 | |
| SEP-IRA plan brokerage account: Lam Research Corporation (LRCX) | $1,001 - $15,000 | Sale, 2025-03-12
| 39 | |
| SEP-IRA plan brokerage account: Marriott International, Inc. (MAR) | $1,001 - $15,000 | Sale, 2025-03-12
| 40 | |
| SEP-IRA plan brokerage account: Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | Purchase, 2025-03-12
| 41 | |
| SEP-IRA plan brokerage account: Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | Sale, 2025-04-11
| 42 | |
| SEP-IRA plan brokerage account: McKesson Corporation (MCK) | $1,001 - $15,000 | Sale, 2025-03-12
| 43 | |
| SEP-IRA plan brokerage account: Meta Platforms, Inc. (META) | $1,001 - $15,000 | Sale, 2025-03-12
| 44 | |
| SEP-IRA plan brokerage account: Microsoft Corporation (MSFT) | $1,001 - $15,000 | Sale, 2025-03-12
| 45 | |
| SEP-IRA plan brokerage account: Netflix, Inc. (NFLX) | $1,001 - $15,000 | Sale, 2025-03-12
| 46 | |
| SEP-IRA plan brokerage account: Northrop Grumman Corporation (NOC) | $1,001 - $15,000 | Sale, 2025-03-12
| 47 | |
| SEP-IRA plan brokerage account: Nuveen Floating Rate Income Fund - Class I (NFRIX) | $1,001 - $15,000 | Sale, 2025-03-12
| 48 | |
| SEP-IRA plan brokerage account: Nuveen Strategic Income Fund - Class I (FCBYX) | $1,001 - $15,000 | Sale, 2025-03-12
| 49 | |
| SEP-IRA plan brokerage account: NVIDIA Corporation (NVDA) | $1,001 - $15,000 | Sale, 2025-03-12
| 50 | |
| SEP-IRA plan brokerage account: PIMCO Income Fund - Class I-2 (PONPX) | $1,001 - $15,000 | Sale, 2025-03-12
| 51 | |
| SEP-IRA plan brokerage account: PIMCO Low Duration Income Fund - Class I-2 (PFTPX) | $1,001 - $15,000 | Sale, 2025-03-12
| 52 | |
| SEP-IRA plan brokerage account: Progressive Corporation (PGR) | $1,001 - $15,000 | Sale, 2025-03-12
| 53 | |
| SEP-IRA plan brokerage account: Public Enterprise Service Group, Inc. (PEG) | $1,001 - $15,000 | Sale, 2025-03-12
| 54 | |
| SEP-IRA plan brokerage account: Real Estate Select Sector SPDR Fund (XLRE) | $1,001 - $15,000 | Purchase, 2025-03-12
| 55 | |
| SEP-IRA plan brokerage account: Republic Services, Inc. (RSG) | $1,001 - $15,000 | Sale, 2025-03-12
| 56 | |
| SEP-IRA plan brokerage account: Salesforce.com, Inc. (CRM) | $1,001 - $15,000 | Sale, 2025-03-12
| 57 | |
| SEP-IRA plan brokerage account: Sempra Energy (SRE) | $1,001 - $15,000 | Sale, 2025-03-12
| 58 | |
| SEP-IRA plan brokerage account: SPDR Blackstone Senior Loan ETF (SRLN) | $1,001 - $15,000 | Purchase, 2025-03-12
| 59 | |
| SEP-IRA plan brokerage account: SPDR MSCI EAFE StrategicFactors ETF (QEFA) | $1,001 - $15,000 | Purchase, 2025-03-12
| 60 | |
| SEP-IRA plan brokerage account: SPDR Portfolio S&P 500 Value ETF (SPYV) | $15,001 - $50,000 | Purchase, 2025-03-12
| 61 | |
| SEP-IRA plan brokerage account: SPDR S&P Metals & Mining ETF (XME) | $1,001 - $15,000 | Sale, 2025-03-12
| 62 | |
| SEP-IRA plan brokerage account: T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | Sale, 2025-03-12
| 63 | |
| SEP-IRA plan brokerage account: UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | Sale, 2025-03-12
| 64 | |
| SEP-IRA plan brokerage account: Vanguard Financials Index Fund - ETF Shares (VFH) | $1,001 - $15,000 | Purchase, 2025-03-12
| 65 | |
| SEP-IRA plan brokerage account: Vanguard Financials Index Fund - ETF Shares (VFH) | $1,001 - $15,000 | Sale, 2025-04-09
| 66 | |
| SEP-IRA plan brokerage account: Vanguard Intermediate-Term Corporate Bond Index Fund - ETF Shares (VCIT) | $1,001 - $15,000 | Purchase, 2025-03-12
| 67 | |
| SEP-IRA plan brokerage account: Vanguard Intermediate-Term Treasury Index Fund - ETF Shares (VGIT) | $1,001 - $15,000 | Purchase, 2025-03-12
| 68 | |
| SEP-IRA plan brokerage account: Vanguard Long- Term Corporate Bond Index Fund - ETF Shares (VCLT) | $1,001 - $15,000 | Purchase, 2025-03-12
| 69 | |
| SEP-IRA plan brokerage account: Vanguard Materials ETF (VAW) | $1,001 - $15,000 | Purchase, 2025-04-11
| 70 | |
| SEP-IRA plan brokerage account: Vanguard Short- Term Corporate Bond Index Fund - ETF Shares (VCSH) | $1,001 - $15,000 | Purchase, 2025-03-12
| 71 | |
| SEP-IRA plan brokerage account: Vanguard Small- Cap Growth Index Fund - ETF Shares (VBK) | $1,001 - $15,000 | Purchase, 2025-03-12
| 72 | |
| SEP-IRA plan brokerage account: Vanguard Small- Cap Value Index Fund - ETF Shares (VBR) | $1,001 - $15,000 | Purchase, 2025-03-12
| 73 | |
| SEP-IRA plan brokerage account: Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | Purchase, 2025-03-12
| 74 | |
| SEP-IRA plan brokerage account: Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | Sale, 2025-03-26
| 75 | |
| SEP-IRA plan brokerage account: Vertex Pharmaceuticals, Inc. (VRTX) | $1,001 - $15,000 | Sale, 2025-03-12
| 76 | |
| SEP-IRA plan brokerage account: Visa, Inc. (V) | $1,001 - $15,000 | Sale, 2025-03-12
| 77 | |
| SEP-IRA plan brokerage account: Walmart, Inc. (WMT) | $1,001 - $15,000 | Sale, 2025-03-12
| 78 | |
| SEP-IRA plan brokerage account: Welltower, Inc. (WELL) | $1,001 - $15,000 | Sale, 2025-03-12
| 79 | |
| SEP-IRA plan brokerage account: WisdomTree Emerging Markets High Dividend Fund (DEM) | $1,001 - $15,000 | Purchase, 2025-03-12
| 80 | |
| Roth IRA brokerage account #1: Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | Sale, 2025-04-11
| 81 | |
| Roth IRA brokerage account #1: Vanguard Materials ETF (VAW) | $1,001 - $15,000 | Purchase, 2025-04-11
| 82 | |
| Roth IRA brokerage account #1: Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | Sale, 2025-03-26
| 83 | |
| U.S. brokerage account #1: Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | Purchase, 2025-03-12
| 84 | |
| U.S. brokerage account #1: Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | Sale, 2025-04-09
| 85 | |
| U.S. brokerage account #1: iShares Core MSCI Emerging Markets ETF (IEMG) | $1,001 - $15,000 | Sale, 2025-03-12
| 86 | |
| U.S. brokerage account #1: iShares MBS ETF (MBB) | $1,001 - $15,000 | Sale, 2025-03-12
| 87 | |
| U.S. brokerage account #1: iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | Sale, 2025-03-12
| 88 | |
| U.S. brokerage account #1: Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | Purchase, 2025-03-12
| 89 | |
| U.S. brokerage account #1: Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | Sale, 2025-04-11
| 90 | |
| U.S. brokerage account #1: Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | Sale, 2025-03-12
| 91 | |
| U.S. brokerage account #1: Real Estate Select Sector SPDR Fund (XLRE) | $1,001 - $15,000 | Purchase, 2025-03-12
| 92 | |
| U.S. brokerage account #1: SPDR Portfolio S&P 500 Value ETF (SPYV) | $1,001 - $15,000 | Sale, 2025-03-12
| 93 | |
| U.S. brokerage account #1: Tesla, Inc. (TSLA) | $15,001 - $50,000 | Sale, 2025-04-21
| 94 | |
| U.S. brokerage account #1: Vanguard Financials See Endnote Index Fund - ETF Shares (VFH) | $1,001 - $15,000 |
| Multiple purchases of this excepted investment fund within the amount category $1,001 - $15,000. | 95 |
| U.S. brokerage account #1: Vanguard Information Technology Index Fund - ETF Shares (VGT) | $1,001 - $15,000 | Sale, 2025-03-12
| 96 | |
| U.S. brokerage account #1: Vanguard Intermediate-Term Corporate Bond Index Fund - ETF Shares (VCIT) | $1,001 - $15,000 | Sale, 2025-03-12
| 97 | |
| U.S. brokerage account #1: Vanguard Materials ETF (VAW) | $1,001 - $15,000 | Purchase, 2025-04-11
| 98 | |
| U.S. brokerage account #1: Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | Purchase, 2025-03-12
| 99 | |
| U.S. brokerage account #1: Vanguard Utilities Index Fund - ETF Shares (VPU) | $1,001 - $15,000 | Sale, 2025-04-21
| 100 | |
| U.S. brokerage account #1: WisdomTree Emerging Markets High Dividend Fund (DEM) | $1,001 - $15,000 | Purchase, 2025-03-12
| 101 |
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. |
|---|---|---|---|
| PennyMac Financial Services, Inc. | type: Mortgage (investment/rent al property), amount: $250,001 - $500,000, year-incurred: 2024, rate: 6.75%, term: 30 Years | 1 | |
| U.S. Department of Education | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 2021, rate: 5.83%, term: 12 Years | 2 | |
| U.S. Department of Education | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 2021, rate: 4.05%, term: 12 Years | 3 |
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.
