David Castillo
The data on this page comes from a financial disclosure filed by David Castillo, who was picked to be: Chief Financial Officer, 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. |
|---|---|---|---|---|---|
| Edward D. Jones & Co., L.P. d/b/a Edward Jones Investments (financial services firm) | $664K | Salary/Bonus | 1 | ||
| Bellevue Christian School | $8,376 | Salary | 2 | ||
| Edward D. Jones & Co., L.P., anticipated retirement transition plan payment | $500K - $1M | None (or less than $201) | 3 | ||
| Edward D. Jones & Co., L.P. | $15,001 - $50,000 | $7,809 | Distributions | 4 | |
| Edward Jones Investments, 401k and Profit Sharing Plan | 5 | ||||
| Profit Sharing Balanced Growth and Income | $100K - $250K | None (or less than $201) | 5.1 | ||
| Profit Sharing Income Focus | $50,001 - $100K | None (or less than $201) | 5.2 | ||
| Profit Sharing Growth Focus | $50,001 - $100K | None (or less than $201) | 5.3 | ||
| Profit Sharing All Equity | $50,001 - $100K | None (or less than $201) | 5.4 | ||
| Profit Sharing Balanced Toward Growth | $50,001 - $100K | None (or less than $201) | 5.5 | ||
| Vanguard FTSE All-World ex US Index Fund Institutional Shares (VFWSX) | $15,001 - $50,000 | None (or less than $201) | 5.6 | ||
| Profit Sharing All Income | $15,001 - $50,000 | None (or less than $201) | 5.7 | ||
| American SMALLCAP World Fund, Inc Class R6 Shares (RLLGX) | $15,001 - $50,000 | None (or less than $201) | 5.8 | ||
| MFS Growth Equity Fund Class 5E | $1,001 - $15,000 | None (or less than $201) | 5.9 | ||
| Dodge & Cox International Stock Fund Class X | $1,001 - $15,000 | None (or less than $201) | 5.10 | ||
| Capital Group Europacific Growth Trust CL U3 | $1,001 - $15,000 | None (or less than $201) | 5.11 | ||
| Neuberger Berman Genesis Fund Class R6 Shares (NRGSX) | $1,001 - $15,000 | None (or less than $201) | 5.12 | ||
| Roosevelt High School (Seattle, Washington) - 11/7/2024 | $2,000 | honorarium | 6 |
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. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. d/b/a Edward Jones Investments | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2008-03-01) | 1 | |
| Edward D. Jones & Co., L.P. d/b/a Edward Jones Investments | Pursuant to my Retirement Transition Plan (RTP) agreement, I am entitled to receive a cash payment upon retiring from the firm. To calculate the amount of my RTP payment, Edward Jones will use an objective formula based on my length of service, the value of assets under my management at the time of my retirement, and whether there is a newer advisor in my branch who has assets under management. I will receive this payment in a lump sum in May 2025. (2023-09-01) | 2 |
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. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. d/b/a Edward Jones Investments | Services as Financial Advisor | I have asked the firm to provide me with a list of all clients who paid more than $5,000 for my personal services in 2023, 2024, or 2025. The firm indicated that they cannot disclose this client information to me. All Edward Jones clients that met the reporting threshold and of whom I have knowledge are reported on Part 4, Lines 3-27. | 1 |
| Bellevue Christian School | Services as Head Football Coach | 2 | |
| George Barnes | financial services (client of Edward Jones) | 3 | |
| Dave Carlson | financial services (client of Edward Jones) | 4 | |
| Mike & Tanya Clynch | financial services (clients of Edward Jones) | 5 | |
| James & Cheryl Elways | financial services (clients of Edward Jones) | 6 | |
| Darin & Kathryn Flynn | financial services (clients of Edward Jones) | 7 | |
| Robyn & Derek Harris | financial services (clients of Edward Jones) | 8 | |
| Victoria & Cleo Kennedy | financial services (clients of Edward Jones) | 9 | |
| Pit Kwiczienski | financial services (client of Edward Jones) | 10 | |
| Greg & Linda Lawrence | financial services (clients of Edward Jones) | 11 | |
| Chris Layton | financial services (client of Edward Jones) | 12 | |
| Steve Loague | financial services (client of Edward Jones) | 13 | |
| Robert & Sonya Matson | financial services (clients of Edward Jones) | 14 | |
| Jesse & Rhonda McDaniel | financial services (clients of Edward Jones) | 15 | |
| Patricia & Les Messmer | financial services (clients of Edward Jones) | 16 | |
| John & Leslie Okerman | financial services (clients of Edward Jones) | 17 | |
| Gary & Nancy O'Neil | financial services (clients of Edward Jones) | 18 | |
| Jon Otto | financial services (client of Edward Jones) | 19 | |
| Sandra Pearson | financial services (client of Edward Jones) | 20 | |
| Mary Poppenheimer | financial services (client of Edward Jones) | 21 | |
| Dee Smith | financial services (client of Edward Jones) | 22 | |
| Terry & Wendy Swartz | financial services (clients of Edward Jones) | 23 | |
| Jeff Taylor | financial services (client of Edward Jones) | 24 | |
| Thomas Wilson | financial services (client of Edward Jones) | 25 | |
| Wade & Deb Zammit | financial services (clients of Edward Jones) | 26 | |
| Anitra & James Zipperer | financial services (clients of Edward Jones) | 27 |
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. |
|---|---|---|---|---|---|
| Lane Powell PC/Ballard Spahr LLP (law firm) | salary, bonus | 1 | |||
| Ballard Spahr 401k plan | 2 | ||||
| Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $100K - $250K | None (or less than $201) | 2.1 | ||
| TRADITIONAL IRA | 3 | ||||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| ISHARES RUSSELL MID-CAP ETF (IWR) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| iSharesJPMorgan USDEmerging Markets Bond ETF (EMB) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| Bridge Builder Core Bond Fund (BBTBX) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| Bridge Builder Core Plus Bond Fund (BBCPX) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| Bridge Builder International Equity Fund (BBIEX) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Bridge Builder Large Cap Growth Fund (BBGLX) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| Bridge Builder Large Cap Value Fund (BBVLX) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| Bridge Builder Small/Mid Cap Value Fund (BBVSX) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| International Small Company Portfolio Institutional Class Shares (DFISX) | None (or less than $1,001) | None (or less than $201) | 3.11 | ||
| DODGE & COX INTERNATIONAL STOCK FUND (DODFX) | $1,001 - $15,000 | None (or less than $201) | 3.12 | ||
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 Shares (ERASX) | $1,001 - $15,000 | None (or less than $201) | 3.13 | ||
| Invesco Oppenheimer Developing Markets Fund Class R6 Shares (ODVIX) | $1,001 - $15,000 | None (or less than $201) | 3.14 | ||
| Invesco Oppen Intl Sm-Md Co Fd Class R6 Sh (OSCIX) | None (or less than $1,001) | None (or less than $201) | 3.15 | ||
| MFS Emerging Markets Debt Fund Class R6 Shares (MEDHX) | $1,001 - $15,000 | None (or less than $201) | 3.16 | ||
| JPMorgan US Government Money Market Fund Capital Shares (OGVXX) | None (or less than $1,001) | None (or less than $201) | 3.17 | ||
| MFS International Growth Fund Class R6 Shares (MGRDX) | $1,001 - $15,000 | None (or less than $201) | 3.18 | ||
| PIMCO High Yield Fund Institutional Class Shares (PHIYX) | None (or less than $1,001) | None (or less than $201) | 3.19 | ||
| Principal MidCap Fund Class R-6 Shares (PMAQX) | None (or less than $1,001) | None (or less than $201) | 3.20 | ||
| Lane Powell PC/Ballard Spahr LLP, capital account | $100K - $250K | $5,001 - $15,000 | Interest | 4 |
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. |
|---|---|---|---|---|---|
| RTX Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1 | ||
| Edward Jones Money Market Fund Investment Shares (JNSXX) | $50,001 - $100K | $201 - $1,000 | 2 | ||
| Lincoln MoneyGuard Cash Value long term care insurance | $1,001 - $15,000 | None (or less than $201) | 3 | ||
| Lincoln MoneyGuard Cash Value long term care insurance | $1,001 - $15,000 | None (or less than $201) | 4 | ||
| U.S. Credit Union #1 (Cash) | $15,001 - $50,000 | $201 - $1,000 | Interest | 5 | |
| brokerage account #1 | 6 | ||||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | $201 - $1,000 | Capital Gains | 6.1 | |
| Oklo, Inc. (OKLO) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains | 6.2 | |
| Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | None (or less than $201) | 6.3 |
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. |
|---|---|---|---|
| Loan Depot | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2020, rate: 2.25%, term: 30 Year | 1 | |
| Guild Mortgage | type: Mortgage on Personal Residence, amount: $100,001 - $250,000, year-incurred: 2025, rate: 5.9%, term: 15 Year | 2 | |
| Boeing Employees Credit Union | type: Exercised Line of Credit, amount: $100,001 - $250,000, year-incurred: 2022, rate: 8%, term: open-ended | 3 | |
| JP Morgan Chase | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2025, rate: prime + 12%, term: revolving | 4 | |
| JP Morgan Chase | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2024, rate: prime + 12%, term: revolving | 5 |
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.
Join us on Wednesday, April 8 for a walkthrough of ProPublica's new database of financial disclosures from Trump appointees and any potential conflicts they reveal. Register here.
