Carl Coe
The data on this page comes from a financial disclosure filed by Carl Coe, who was picked to be: Senior Advisor, Department of Energy in March, 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)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| ImagineTime | CEO, 9/2018 - 1/2024 | 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. |
|---|---|---|---|---|---|
| ImagineTime (Software) aka Mango Practice Management | $657K | Salary/Bonus | 1 |
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. |
|---|---|---|---|
| ImagineTime | Services as CEO | 1 |
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. |
|---|---|---|---|---|---|
| 4kidsCary LLC (DBA Karen Coe Realty) (Realtor) | salary, bonus | 1 | |||
| IRA | 2 | ||||
| IShares Core S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| iShares Trust iShares Core MSCI Intrntnl | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| iShares S&P 500 Growth ETF | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| iShares Core S&P Small Cap ETF | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| iShares Core S&P Mid Cap ETF | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| Capital Group Intl Focus Equity ETF Capital Group | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Invesco Exchange Traded Fund Trust Invesco S&P 500 Equal | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| J P Morgan Exchange Traded Fund Trust JPMorgan | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| Vanguard Specialized Funds Vanguard Dividend Appreciation | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| J P Morgan Exchange Traded Fund Trust JPMorgan Equity | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| Schwab Strategic TR US Dividend Equity ETF | $1,001 - $15,000 | None (or less than $201) | 2.12 | ||
| iShares Russell 1000 Value ETF | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| Diamond Hill FDS Large Cap FD CL I SHS | $1,001 - $15,000 | None (or less than $201) | 2.14 | ||
| RBC Insured Deposits Not SIPC Covered | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| Schwab Strategic TR Intermediate-Term US Treasury | $1,001 - $15,000 | None (or less than $201) | 2.16 | ||
| Capital Group Fixed Income ETF TR Capital Group Core Bond ETF | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| Vanguard Intermediate Term Corporate Bond ETF | $1,001 - $15,000 | None (or less than $201) | 2.18 | ||
| Invesco Exchange Traded FD TR S&P 500 Equal Weight | $1,001 - $15,000 | None (or less than $201) | 2.19 | ||
| iShares Trust iShares MBS ETF | $1,001 - $15,000 | None (or less than $201) | 2.20 | ||
| 4kidsCary LLC (DBA Karen Coe Realty), defined benefit plan | $500K - $1M | None (or less than $201) | 3 | ||
| Sep IRA | 4 | ||||
| Capital Group Intl Focus Equity ETF Capital Group | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| Invesco Exchange Traded Fund Trust Invesco S&P 500 Equal | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| J P Morgan Exchange Traded Fund Trust JPMorgan | $1,001 - $15,000 | 4.4 | |||
| Schwab Strategic TR US Dividend Equity ETF | $1,001 - $15,000 | None (or less than $201) | 4.5 | ||
| J P Morgan Exchange Traded Fund Trust JPMorgan Equity | $1,001 - $15,000 | None (or less than $201) | 4.6 | ||
| Diamond Hill FDS Large Cap FD CL I SHS | $1,001 - $15,000 | None (or less than $201) | 4.7 | ||
| Berkshire Hathaway Fin Corp SR Unsecured 4.30 % Due May 15, 2043 | $1,001 - $15,000 | None (or less than $201) | 4.8 | ||
| Schwab Strategic TR Intermediate-Term US Treasury | $1,001 - $15,000 | None (or less than $201) | 4.9 | ||
| Vanguard Intermediate Term Corporate Bond ETF | $1,001 - $15,000 | None (or less than $201) | 4.10 | ||
| Invesco Exchange Traded FD TR S&P 500 Equal Weight | $1,001 - $15,000 | None (or less than $201) | 4.11 | ||
| RBC Insured Deposits Not SIPC Covered | $1,001 - $15,000 | 4.12 | |||
| Capital Group Fixed Income ETF TR Capital Group Core Bond ETF | $1,001 - $15,000 | None (or less than $201) | 4.13 | ||
| IShares Core S&P 500 ETF | $15,001 - $50,000 | None (or less than $201) | 4.14 | ||
| iShares Core S&P Mid Cap ETF | $1,001 - $15,000 | None (or less than $201) | 4.15 | ||
| iShares Core S&P Small Cap ETF | $1,001 - $15,000 | None (or less than $201) | 4.16 | ||
| iShares Russell 1000 Value ETF | $1,001 - $15,000 | None (or less than $201) | 4.17 | ||
| iShares S&P 500 Growth ETF | $15,001 - $50,000 | 4.18 | |||
| iShares Trust iShares Core MSCI Intrntnl | $15,001 - $50,000 | None (or less than $201) | 4.19 | ||
| iShares Trust iShares MBS ETF | $1,001 - $15,000 | None (or less than $201) | 4.20 | ||
| Vanguard Specialized Funds Vanguard Dividend Appreciation | $1,001 - $15,000 | None (or less than $201) | 4.21 | ||
| 4 Kids Cary 401k | 5 | ||||
| IShares Core S&P 500 ETF | $15,001 - $50,000 | None (or less than $201) | 5.1 | ||
| iShares Trust iShares Core MSCI Intrntnl | $15,001 - $50,000 | None (or less than $201) | 5.2 | ||
| iShares S&P 500 Growth ETF | $15,001 - $50,000 | None (or less than $201) | 5.3 | ||
| iShares Core S&P Small Cap ETF | $15,001 - $50,000 | None (or less than $201) | 5.4 | ||
| iShares Core S&P Mid Cap ETF | $15,001 - $50,000 | None (or less than $201) | 5.5 | ||
| Capital Group Intl Focus Equity ETF Capital Group | $15,001 - $50,000 | None (or less than $201) | 5.6 | ||
| Invesco Exchange Traded Fund Trust Invesco S&P 500 Equal | $1,001 - $15,000 | None (or less than $201) | 5.7 | ||
| ISHARES CORE MSCI Emerging Markets ETF | $15,001 - $50,000 | None (or less than $201) | 5.8 | ||
| J P Morgan Exchange Traded Fund Trust JPMorgan | $1,001 - $15,000 | None (or less than $201) | 5.9 | ||
| Schwab Strategic TR US Dividend Equity ETF | $15,001 - $50,000 | None (or less than $201) | 5.10 | ||
| Diamond Hill FDS Large Cap FD CL I SHS | $1,001 - $15,000 | None (or less than $201) | 5.11 | ||
| iShares Russell 1000 Value ETF | $1,001 - $15,000 | None (or less than $201) | 5.12 | ||
| Vanguard Specialized Funds Vanguard Dividend Appreciation | $1,001 - $15,000 | None (or less than $201) | 5.13 | ||
| J P Morgan Exchange Traded Fund Trust JPMorgan Equity | $1,001 - $15,000 | None (or less than $201) | 5.14 | ||
| Schwab Strategic TR Intermediate-Term US Treasury | $1,001 - $15,000 | None (or less than $201) | 5.15 | ||
| Capital Group Fixed Income ETF TR Capital Group Core Bond ETF | $1,001 - $15,000 | None (or less than $201) | 5.16 | ||
| Vanguard Intermediate Term Corporate Bond ETF | $1,001 - $15,000 | None (or less than $201) | 5.17 | ||
| iShares Trust iShares MBS ETF | $1,001 - $15,000 | None (or less than $201) | 5.18 | ||
| Invesco Exchange Traded FD TR S&P 500 Equal Weight | $15,001 - $50,000 | None (or less than $201) | 5.19 | ||
| RBC Insured Deposits Not SIPC Covered | $1,001 - $15,000 | None (or less than $201) | 5.20 | ||
| iShares 20 Plus Year Treasury Bond ETF | $1,001 - $15,000 | None (or less than $201) | 5.21 | ||
| Capital Group Fixed Income ETF Trust Capital Group Short | $1,001 - $15,000 | None (or less than $201) | 5.22 | ||
| iShares Trust iShares 0 3 Month Treasury | $1,001 - $15,000 | None (or less than $201) | 5.23 | ||
| Capital Group Fixed Income ETF Trust Capital Group U S Multi | $1,001 - $15,000 | None (or less than $201) | 5.24 | ||
| Ssga Active Trust SPDR Blackstone Senior | $1,001 - $15,000 | None (or less than $201) | 5.25 |
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. |
|---|---|---|---|---|---|
| CoeNat LLC | $500K - $1M | None (or less than $201) | 1 | ||
| Gold | $250K - $500K | None (or less than $201) | 2 | ||
| Bitcoin | $500K - $1M | None (or less than $201) | 3 | ||
| Imaginetime (ProfitSolv) | $1M - $5M | None (or less than $201) | 4 | ||
| VCSP/COLLEGEAMERICA #1 | 5 | ||||
| AMCAP Fund | $15,001 - $50,000 | None (or less than $201) | 5.1 | ||
| VCSP/COLLEGEAMERICA #2 | 6 | ||||
| Fundamental Investors | $15,001 - $50,000 | None (or less than $201) | 6.1 | ||
| VCSP/COLLEGEAMERICA #3 | 7 | ||||
| EuroPacific Growth Fund | $15,001 - $50,000 | None (or less than $201) | 7.1 | ||
| VCSP/COLLEGEAMERICA #4 | 8 | ||||
| Washington Mutual Investors Fund | $50,001 - $100K | None (or less than $201) | 8.1 | ||
| VCSP/COLLEGEAMERICA #5 | $50,001 - $100K | 9 | |||
| The Growth Fund of America | $100K - $250K | None (or less than $201) | 9.1 | ||
| VCSP/COLLEGEAMERICA #6 | $100K - $250K | 10 | |||
| Capital World Growth and Income | $50,001 - $100K | None (or less than $201) | 10.1 | ||
| VCSP/COLLEGEAMERICA #7 | $50,001 - $100K | 11 | |||
| The investment Company of America | $1,001 - $15,000 | None (or less than $201) | 11.1 | ||
| VCSP/COLLEGEAMERICA #8 | $1,001 - $15,000 | 12 | |||
| The Growth Fund of America | $1,001 - $15,000 | None (or less than $201) | 12.1 | ||
| VCSP/COLLEGEAMERICA #9 | 13 | ||||
| EuroPacific Growth Fund | $1,001 - $15,000 | None (or less than $201) | 13.1 | ||
| VCSP/COLLEGEAMERICA #10 | 14 | ||||
| Capital World Growth and Income | $1,001 - $15,000 | None (or less than $201) | 14.1 | ||
| Undeveloped land, Cary, North Carolina | $1M - $5M | 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. |
|---|---|---|---|
| City national | type: Mortgage (investment/rent al property), amount: $1,000,001 - $5,000,000, year-incurred: 2022, rate: 2.75, term: 30 | 1 | |
| RBC | type: Exercised Line of Credit, amount: $500,001 - $1,000,000, year-incurred: 2020, rate: 5.5, term: 30 | 2 | |
| Farmers and Merchants Bank | type: Mortgage (investment/rent al property), amount: $1,000,001 - $5,000,000, year-incurred: 2024, rate: 8, term: 30 years | 3 |


