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Dan Edwards

Reported Asset Values
$837K–$2.8M

The data on this page comes from a financial disclosure filed by Dan Edwards, who was picked to be: Assistant Secretary for Aviation and International Affairs, Department of Transportation. 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)

OrganizationPosition heldEndnoteLine No.
DJ Edwards Services, LLCPresident (Sole employee), 9/2024 - Present1
Elliott AviationCEO/Board Member, 5/2023 - 9/20242
Triman Industries, Inc.CEO/Board Member, 6/2020 - 1/20233
Islander Villas Home Owner's AssociationBoard Member (uncompensated ), 10/2024 - Present4
Jillian's Jitterbug FoundationBoard Member (uncompensated ), 6/2015 - Present5
Falcon FoundationTrustee (uncompensated ), 5/2024 - PresentI am a trustee of this organization; my trustee position is not as a trustee on the Board of Trustees.6
Children's Hospital of Philadelphia Foundation Orthopedics Board of VisitorsBoard of Visitors Board Member (uncompensated ), 10/2014 - Present7
Estate of family memberExecutor, 12/2024 - Present8
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
DJ Edwards Services, LLC (Aerospace and Defense consulting services and Mergers and Acquisitions due diligence)None (or less than $1,001)$17,277consulting fees1
Elliott Aviation (Business Aircraft Maintenance, Repair and Overhaul (MRO))$231KSeverance2
Elliott Aviation (Business Aircraft Maintenance, Repair and Overhaul (MRO))$621KSalary/Bonus3
Elliott Aviation, incentive units (value not readily ascertainable): 366,666.67 vested incentive units, strike $0.58, no expiration date. No unvested units.None (or less than $201)4
Triman Industries, incentive units (value not readily ascertainable): 600,000 vested incentive units, strike $1, no expiration date. All units are vested.None (or less than $201)5
Rollover IRA #16
Apple, Inc. (AAPL)$1,001 - $15,000None (or less than $201)6.1
Albertsons Companies Inc. Class A Common Stock (ACI)$1,001 - $15,000None (or less than $201)6.2
American Express Co. (AXP)$1,001 - $15,000None (or less than $201)6.3
Boeing CO (BA)$1,001 - $15,000None (or less than $201)6.4
Deere & Co. (DE)$1,001 - $15,000None (or less than $201)6.5
Alphabet, Inc. (GOOG)$1,001 - $15,000None (or less than $201)6.6
Microsoft Corp. (MSFT)$1,001 - $15,000None (or less than $201)6.7
QUALCOMM, Inc. (QCOM)$1,001 - $15,000None (or less than $201)6.8
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)$1,001 - $15,000None (or less than $201)6.9
SPDR S&P Homebuilders ETF (XHB)$1,001 - $15,000None (or less than $201)6.10
Diamond Hill Large Cap Fund Class A Shares (DHLAX)$1,001 - $15,000None (or less than $201)6.11
T Rowe Price US Equity Research Fund, Inc (PRCOX)$1,001 - $15,000None (or less than $201)6.12
RiverPark Long/Short Opportunity Fund Retail Class Shares (RLSFX)$1,001 - $15,000None (or less than $201)6.13
Schwab Prime Advantage Money Fund Investor Class Shares (SWVXX)$100K - $250KNone (or less than $201)6.14
Roth IRA7
American FundsGlobal Growth Portfolio Class F2 Shares (PGWFX)$15,001 - $50,000None (or less than $201)7.1
IRA Rollover #28
JPMorgan Equity Income Fund Class I Shares (HLIEX)$1,001 - $15,000None (or less than $201)8.1
BlackRock High Yield Portfolio Institutional Shares (BHYIX)$15,001 - $50,000None (or less than $201)8.2
JPMorgan Hedged Equity Fund Class I Shares (JHEQX)$50,001 - $100KNone (or less than $201)8.3
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)$1,001 - $15,000None (or less than $201)8.4
American Funds Bond Fund of America F2 (ABNFX)$50,001 - $100KNone (or less than $201)8.5
Amgen Inc. (AMGN)$1,001 - $15,000None (or less than $201)8.6
Morgan Stanley, depositary shares, each representing 1/100th of a share of 5.30% Non- Cumulative Perpetual Preferred Stock, Series N$15,001 - $50,000None (or less than $201)8.7
SPDR S&P Biotech ETF (XBI)$1,001 - $15,000None (or less than $201)8.8
Vanguard Health Care Index Fund ETF Class Shares (VHT)$1,001 - $15,000None (or less than $201)8.9
Hartford Schroders US MidCap Opportunities Fund Class I Shares (SMDIX)$15,001 - $50,000None (or less than $201)8.10
Harding Loevner Global Equity Portfolio Institutional Class (HLMVX)$50,001 - $100KNone (or less than $201)8.11
Walmart, Inc. (WMT)$1,001 - $15,000None (or less than $201)8.12
First Trust NASDAQ Cybersecurity ETF (CIBR)$15,001 - $50,000None (or less than $201)8.13
US Small Cap Value Portfolio Institutional Class Shares (DFSVX)$50,001 - $100KNone (or less than $201)8.14
General Motors Co., bonds$1,001 - $15,000None (or less than $201)8.15
MFS International Diversification Fund Class I Shares (MDIJX)$15,001 - $50,000None (or less than $201)8.16
JPMorgan Emerging Markets Equity Fund Class I Shares (JEMSX)$1,001 - $15,000None (or less than $201)8.17
Matthews Asia Growth Fund Institutional Class Shares (MIAPX)$1,001 - $15,000None (or less than $201)8.18
T Rowe PriceGlobal Value Equity Fund Investor Class Shares (TRGVX)$100K - $250KNone (or less than $201)8.19
T Rowe Price US Sm-Cap Growth Eqty Fd, Inc (PRDSX)$50,001 - $100KNone (or less than $201)8.20
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)$1,001 - $15,000None (or less than $201)8.21
T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)$15,001 - $50,000None (or less than $201)8.22
American Funds Developing World Growth and Income Fund Class F2 Shares (DWGHX)$1,001 - $15,000None (or less than $201)8.23
U.S. Brokerage (cash)$1,001 - $15,000None (or less than $201)8.24
Berkshire Hathaway Inc Class B (BRK.B)$15,001 - $50,000None (or less than $201)8.25
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)

OrganizationAgreementEndnoteLine No.
DJ Edwards Services, LLCMy consulting business will be inactive during my appointment and all outstanding client fees were fixed before I entered government service. (2025-05-01)1
Triman Industries, Inc.I will retain my vested incentive units. (2020-07-01)2
Elliott AviationI will retain my vested incentive units. (2023-05-01)3
Compensation

Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)

OrganizationDescriptionEndnoteLine No.
DJ Edwards Services, LLCServices as President (Sole employee)1
Elliott AviationServices as CEO/Board Member2
Triman IndustriesServices as CEO/Board Member3
MidOcean PartnersConsulting services (client of DJ Edwards Services)4
Guidepoint Global, LLCConsulting services (client of DJ Edwards Services)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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Designated Beneficiary Individual Brokerage Account1
Schwab Prime Advantage Money Fund (SWVXX)$1,001 - $15,000None (or less than $201)1.1
brokerage account #22
Apple, Inc. (AAPL)$1,001 - $15,000None (or less than $201)2.1
Amazon.com, Inc. (AMZN)$1,001 - $15,000None (or less than $201)2.2
Arista Networks, Inc. (ANET)$1,001 - $15,000None (or less than $201)2.3
American Water Works Co., Inc. (AWK)$1,001 - $15,000$201 - $1,000Dividends2.4
Comcast Corp. (CMCSA)$1,001 - $15,000None (or less than $201)2.5
Chevron Corp. (CVX)$1,001 - $15,000None (or less than $201)2.6
Schlumberger NV (SLB)$1,001 - $15,000None (or less than $201)2.7
Tesla, Inc. (TSLA)$1,001 - $15,000None (or less than $201)2.8
Fidelity Retailing Portfolio (FSRPX)$15,001 - $50,000None (or less than $201)2.9
Schwab Prime Advantage Money Fund Investor Class Shares (SWVXX)$15,001 - $50,000$2,501 - $5,0002.10
INHERITED IRA3
American Funds Bond Fund of America F2 (ABNFX)$15,001 - $50,000None (or less than $201)3.1
JPMorgan Hedged Equity Fund Class I Shares (JHEQX)$1,001 - $15,000None (or less than $201)3.2
INVESCO Government Money Market Fund Class Y (AIYXX)$1,001 - $15,000None (or less than $201)3.3
U.S. Brokerage Money Market Account (cash)$1,001 - $15,000None (or less than $201)3.4
BlackRock High Yield Portfolio Institutional Shares (BHYIX)$1,001 - $15,000None (or less than $201)3.5
DODGE & COX INCOME FUND (DODIX)$1,001 - $15,000None (or less than $201)3.6
WisdomTree U.S. SmallCap Fund (EES)$1,001 - $15,000None (or less than $201)3.7
JPMorgan Equity Income Fund Class I Shares (HLIEX)$15,001 - $50,000None (or less than $201)3.8
Harding Loevner Global Equity Portfolio Institutional Class (HLMVX)$15,001 - $50,000None (or less than $201)3.9
MFS International Diversification Fund Class I Shares (MDIJX)$1,001 - $15,000None (or less than $201)3.10
T Rowe Price US Sm-Cap Growth Eqty Fd, Inc (PRDSX)$1,001 - $15,000None (or less than $201)3.11
Hartford Schroders US MidCap Opportunities Fund Class I Shares (SMDIX)$1,001 - $15,000None (or less than $201)3.12
T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)$15,001 - $50,000None (or less than $201)3.13
T Rowe PriceGlobal Value Equity Fund Investor Class Shares (TRGVX)$15,001 - $50,000None (or less than $201)3.14
US BANK #1 (cash)$15,001 - $50,000None (or less than $201)4
US BANK #2 (cash)$15,001 - $50,000None (or less than $201)5
Trust6
Boeing CO (BA)$1,001 - $15,000None (or less than $201)6.1
FedEx Corp. (FDX)$1,001 - $15,000None (or less than $201)6.2
Vanguard Health Care Index Fund ETF Class Shares (VHT)$1,001 - $15,000None (or less than $201)6.3
U.S. Bank #3 (Cash)$1,001 - $15,000None (or less than $201)6.4
Estate of a Family Member$100K - $250K$10,193cash paymentsThese values represent my interest in the estate.7
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)

CreditorDescriptionEndnoteLine No.
SoFi Bank, N.Atype: Student Loan, amount: $15,001 - $50,000, year-incurred: 2025, rate: 5.86%, term: 120 monthsCo-signer on daughter's college loan1
AMERICAN EXPRESStype: Credit Card, amount: $10,001 - $15,000, year-incurred: 2025, rate: 9.99% APR, term: revolving2
PNC Banktype: Mortgage on Personal Residence, amount: $250,001 - $500,000, year-incurred: 2020, rate: 3.25%, term: 30 years3
Mr Coopertype: Mortgage on Personal Residence, amount: $100,001 - $250,000, year-incurred: 2019, rate: 3.75%, term: 30 years4
Pinnacle Banktype: Mortgage on Personal Residence, amount: $50,001 - $100,000, year-incurred: 2022, rate: 7.25%, term: 2 yearsLot loan on vacant property5
First Bank (HELOC)type: Mortgage on Personal Residence, amount: $15,001 - $50,000, year-incurred: 2024, rate: 7.5%, term: Revolving6

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