Nicholas Elliot
Reported Asset Values
$10M–$20M+
The data on this page comes from a financial disclosure filed by Nicholas Elliot, who was picked to be: Director, Grid Deployment Office, 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. |
|---|---|---|---|
| Brookfield | Senior Director, 4/2023 - 3/2025 | 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. |
|---|---|---|---|---|---|
| Brookfield | $1.7M | Salary/Bonus | 1 | ||
| MORGAN STANLEY IRA | 2 | ||||
| Amazon (amzn) | $100K - $250K | None (or less than $201) | 2.1 | ||
| JP Morgan (JPM) | $50,001 - $100K | None (or less than $201) | 2.2 | ||
| Berkshire Hathaway (brk.b) | $50,001 - $100K | None (or less than $201) | 2.3 | ||
| Coca Cola (KO) | $50,001 - $100K | None (or less than $201) | 2.4 | ||
| ISHARES RUSSEL 2000 EFT (IWM) | $50,001 - $100K | None (or less than $201) | 2.5 | ||
| NORDIC AMERICAN TANKERS (NAT) | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| US brokerage CASH | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| VANGUARD 401K | 3 | ||||
| VANGUARD TARGET RETIREMENT 2045 TRUST II (FUND NUMBER 1479) | $100K - $250K | None (or less than $201) | 3.1 | ||
| ZURICH | 4 | ||||
| USD ADVENTUROUS MANAGED FUND (GRUSD) | $15,001 - $50,000 | None (or less than $201) | 4.1 | ||
| Sep IRA | 5 | ||||
| OW FIXED INCOME FUND (OWFI X) | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| OW CREDIT INCOME FUND (OWCI X) | $1,001 - $15,000 | None (or less than $201) | 5.2 | ||
| OW LARGE CAP STRATEGIES FD (OWLS X) | $50,001 - $100K | None (or less than $201) | 5.3 | ||
| OW SMALL & MIDCAP STRAT FD (OWSM X) | $15,001 - $50,000 | None (or less than $201) | 5.4 | ||
| OW ALL CAP CORE FD (OWAC X) | $50,001 - $100K | None (or less than $201) | 5.5 | ||
| TRADITIONAL IRA | 6 | ||||
| OW FIXED INCOME FUND (OWFI X) | $1,001 - $15,000 | None (or less than $201) | 6.1 | ||
| OW LARGE CAP STRATEGIES FD (OWLS X) | $15,001 - $50,000 | None (or less than $201) | 6.2 | ||
| OW SMALL & MIDCAP STRAT FD (OWSM X) | $1,001 - $15,000 | None (or less than $201) | 6.3 | ||
| OW ALL CAP CORE FD (OWAC X) | $1,001 - $15,000 | None (or less than $201) | 6.4 | ||
| FIDELITY | 7 | ||||
| MRS ISHARES NORTH AMER EQ INDX USD CL5 (MQLV) | $250K - $500K | None (or less than $201) | 7.1 |
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. |
|---|---|---|---|
| Brookfield | Services as Senior Director | 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. |
|---|---|---|---|---|---|
| LEXINGTON PARTNERS | Salary, Bonus | 1 | |||
| Bessemer Trust | Director fees | 2 | |||
| BESSEMER SECURITIES | Director Fees | 3 | |||
| LEXINGTON VIII GP (2014) | $100K - $250K | $5,001 - $15,000 | 4 | ||
| LEXINGTON IX GP (2018) | $1M | $15,001 - $50,000 | 5 | ||
| LEXINGTON X GP (2022) | $1M | $15,001 - $50,000 | 6 | ||
| Roth IRA | 7 | ||||
| OW FIXED INCOME FUND (OWFI X) | $1,001 - $15,000 | None (or less than $201) | 7.1 | ||
| OW CREDIT INCOME FUND (OWCI X) | $1,001 - $15,000 | None (or less than $201) | 7.2 | ||
| OW LARGE CAP STRATEGIES FD (OWLS X) | $100K - $250K | None (or less than $201) | 7.3 | ||
| OW SMALL & MIDCAP STRAT FD (OWSM X) | $15,001 - $50,000 | None (or less than $201) | 7.4 | ||
| OW ALL CAP CORE FD (OWAC X) | $50,001 - $100K | None (or less than $201) | 7.5 | ||
| LEGAL & GENERAL (L&G) PENSION | 8 | ||||
| NORTH AMERICA EQUITY INDEX G17 | $1,001 - $15,000 | None (or less than $201) | 8.1 | ||
| BNY MELLON GLOBAL EQUITY G17 | $1,001 - $15,000 | None (or less than $201) | 8.2 | ||
| INTERNATIONAL G17 | $1,001 - $15,000 | None (or less than $201) | 8.3 | ||
| MAN STOCKMARKET MANAGED G17 | $1,001 - $15,000 | None (or less than $201) | 8.4 | ||
| LEXINGTON 401K | 9 | ||||
| VANGUARD GROWTH IND FD INSTL | $250K - $500K | None (or less than $201) | 9.1 | ||
| EATON VANCE ATL CAPITAL CL R6 | $100K - $250K | None (or less than $201) | 9.2 | ||
| VANGUARD MID CAP VALUE ADM | $100K - $250K | None (or less than $201) | 9.3 | ||
| FIDELITY 500 INDEX FUND | $100K - $250K | None (or less than $201) | 9.4 | ||
| VANGUARD TOTAL WORLD STK INSTL | $100K - $250K | None (or less than $201) | 9.5 | ||
| VANGUARD VALUE INDEX FD INSTL | $100K - $250K | None (or less than $201) | 9.6 | ||
| VANGUARD INTL GRWT FD ADM CLAS | $100K - $250K | None (or less than $201) | 9.7 | ||
| VANGUARD TOTAL BD MRK IDX ADM | $50,001 - $100K | None (or less than $201) | 9.8 |
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. |
|---|---|---|---|---|---|
| ALIMENTATION COUCHE-TARD I | $1,001 - $15,000 | None (or less than $201) | 1 | ||
| Alphabet Inc Class A (GOOGL) | $250K - $500K | $1,001 - $2,500 | Dividends | 2 | |
| Alphabet Inc Class C (GOOG) | $50,001 - $100K | None (or less than $201) | 3 | ||
| Alphabet Inc Class C (GOOG) | $50,001 - $100K | $201 - $1,000 | Dividends | 4 | |
| Amazon (amzn) | $100K - $250K | None (or less than $201) | 5 | ||
| Amazon (amzn) | $15,001 - $50,000 | None (or less than $201) | 6 | ||
| AMEREN CORP (AEE) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7 | |
| API GROUP CORP (APG) | $1,001 - $15,000 | None (or less than $201) | 8 | ||
| APOLLO GLOBAL MANAGEMENT I (APO) | $1,001 - $15,000 | None (or less than $201) | 9 | ||
| Apple Inc (aapl) | $50,001 - $100K | $201 - $1,000 | Dividends | 10 | |
| APPLIED MATERIALS (AMAT) | $1,001 - $15,000 | None (or less than $201) | 11 | ||
| ARDMORE SHIPPING (ASC) | None (or less than $1,001) | Interest and Gains ($5,001 - $15,000) | 12 | ||
| ASHTEAD GROUP | $1,001 - $15,000 | $201 - $1,000 | Dividends | 13 | |
| ASM INTERNATIONAL NV | $1,001 - $15,000 | None (or less than $201) | 14 | ||
| ASML HOLDING | $1,001 - $15,000 | None (or less than $201) | 15 | ||
| Autozone Inc (AZO) | $1,001 - $15,000 | None (or less than $201) | 16 | ||
| AVANTOR INC (AVTR) | $1,001 - $15,000 | None (or less than $201) | 17 | ||
| Bank of America Corp (BAC) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 18 | |
| BENTLEY SYSTEMS INC (BSY) | $1,001 - $15,000 | None (or less than $201) | 19 | ||
| Berkshire Hathaway (brk.b) | $500K - $1M | None (or less than $201) | 20 | ||
| BESSEMER GRP NON VOTING CLASS A | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 21 | |
| BJ'S WHOLESALE CLUB HOLDIN (BJ) | $1,001 - $15,000 | None (or less than $201) | 22 | ||
| BOOZ ALLEN HAMILTON HLDGS (BAH) | $1,001 - $15,000 | None (or less than $201) | 23 | ||
| BROADCOM INC (AVGO) | $1,001 - $15,000 | None (or less than $201) | 24 | ||
| Brookfield Corporation (BN) | $1,001 - $15,000 | None (or less than $201) | 25 | ||
| BUILDERS FIRSTSOURCE INC (BLDR) | $1,001 - $15,000 | None (or less than $201) | 26 | ||
| BWX TECHNOLOGIES INC (BWXT) | $1,001 - $15,000 | None (or less than $201) | 27 | ||
| CARLISLE COS (CSL) | $1,001 - $15,000 | None (or less than $201) | 28 | ||
| US brokerage (CASH & EQUIVALENTS) | $1,001 - $15,000 | $201 - $1,000 | Interest | 29 | |
| US brokerage CASH | $15,001 - $50,000 | None (or less than $201) | 30 | ||
| US Bank cash | $1,001 - $15,000 | None (or less than $201) | 31 | ||
| US Bank cash | $100K - $250K | None (or less than $201) | 32 | ||
| US bank/brokerage CASH | $500K - $1M | None (or less than $201) | 33 | ||
| CBRE GROUP INC (CBRE) | $1,001 - $15,000 | None (or less than $201) | 34 | ||
| CCC INTELLIGENT SOLUTIONS (CCCS) | $1,001 - $15,000 | None (or less than $201) | 35 | ||
| CDW Corp/DE (CDW) | $1,001 - $15,000 | None (or less than $201) | 36 | ||
| Cencora Inc (COR) | $1,001 - $15,000 | None (or less than $201) | 37 | ||
| CHUBB (CB) | $15,001 - $50,000 | None (or less than $201) | 38 | ||
| Clean Harbors Inc (CLH) | $1,001 - $15,000 | None (or less than $201) | 39 | ||
| ConocoPhillips (COP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40 | |
| CONSTELLATION SOFTWARE | $1,001 - $15,000 | None (or less than $201) | 41 | ||
| COOPER COS INC/THE (COO) | $1,001 - $15,000 | None (or less than $201) | 42 | ||
| Copart Inc (CPRT) | $1,001 - $15,000 | None (or less than $201) | 43 | ||
| CORE & MAIN INC (CNM) | $1,001 - $15,000 | None (or less than $201) | 44 | ||
| COSTCO WHSL CORP NEW (COST) | $1,001 - $15,000 | None (or less than $201) | 45 | ||
| CRH PLC (CRH) | $1,001 - $15,000 | None (or less than $201) | 46 | ||
| Danaher Corp (DHR) | $15,001 - $50,000 | None (or less than $201) | 47 | ||
| DOLLARAMA INC | $1,001 - $15,000 | None (or less than $201) | 48 | ||
| Eaton Corp PLC (etn) | $1,001 - $15,000 | None (or less than $201) | 49 | ||
| ENERGY SEL SECT SPDR FD (XLE) | None (or less than $1,001) | $5,001 - $15,000 | 50 | ||
| ENTEGRIS INC (ENTG) | $1,001 - $15,000 | None (or less than $201) | 51 | ||
| Equifax Inc (EFX) | $1,001 - $15,000 | None (or less than $201) | 52 | ||
| FED HERMES GOVT OBLIG FD | $100K - $250K | $5,001 - $15,000 | Interest | 53 | |
| Fiserv Inc (FI) | $15,001 - $50,000 | None (or less than $201) | 54 | ||
| FORTINET INC (FTNT) | $15,001 - $50,000 | None (or less than $201) | 55 | ||
| GARTNER INC CL A (IT) | $15,001 - $50,000 | None (or less than $201) | 56 | ||
| HF Sinclair Corporation (DINO) | None (or less than $1,001) | $2,501 - $5,000 | Dividends | 57 | |
| HILTON WORLDWIDE HOLDINGS (HLT) | $1,001 - $15,000 | None (or less than $201) | 58 | ||
| Howmet Aerospace Inc (HWM) | $15,001 - $50,000 | None (or less than $201) | 59 | ||
| IDEXX LABS CORP (IDXX) | $1,001 - $15,000 | None (or less than $201) | 60 | ||
| INTERCONTINENTAL EXCHG INC (ICE) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 61 | |
| INTERCONTINENTIAL EXCHANGE (ICE) | $100K - $250K | $1,001 - $2,500 | Dividends | 62 | |
| ISHARES RUSSEL 2000 EFT (IWM) | $100K - $250K | $1,001 - $2,500 | 63 | ||
| FAMILY LLC | 64 | ||||
| 5TH AVE PRIV EQUITY 11 | $100K - $250K | $5,001 - $15,000 | 64.1 | ||
| 5TH AVE PRIV EQUITY 12 | $100K - $250K | $15,001 - $50,000 | 64.2 | ||
| 5TH AVE PRIV EQUITY 13 T1 | $100K - $250K | $15,001 - $50,000 | 64.3 | ||
| 5TH AVE PRIV EQUITY 14 T1 | $100K - $250K | $15,001 - $50,000 | 64.4 | ||
| 5TH AVE PRIV EQUITY 15 T1 | $100K - $250K | $5,001 - $15,000 | 64.5 | ||
| 5TH AVE PRIV EQUITY 16 T1 | $100K - $250K | $5,001 - $15,000 | 64.6 | ||
| 5TH AVE PRIV EQUITY 17 T1 | $50,001 - $100K | $2,501 - $5,000 | 64.7 | ||
| 5TH AVE PRIV EQUITY 9 | $15,001 - $50,000 | $2,501 - $5,000 | 64.8 | ||
| 5TH AVE REAL ASSETS 2 | $15,001 - $50,000 | $5,001 - $15,000 | 64.9 | ||
| 5TH AVE REAL ASSETS 3 T1 | $50,001 - $100K | $15,001 - $50,000 | 64.10 | ||
| 5TH AVE REAL ASSETS 4 T1 | $100K - $250K | $15,001 - $50,000 | 64.11 | ||
| 5TH AVE REAL ASSETS 5 T1 | $50,001 - $100K | $1,001 - $2,500 | 64.12 | ||
| 5TH AVE REAL ASSETS 6 T1 | $15,001 - $50,000 | $201 - $1,000 | 64.13 | ||
| 5TH AVE VALUE CREAT FD LLC | $250K - $500K | None (or less than $201) | 64.14 | ||
| ALIMENTATION COUCHE-TARD I | $1,001 - $15,000 | None (or less than $201) | 64.15 | ||
| Alphabet Inc Class C (GOOG) | $15,001 - $50,000 | Dividends & Gains ($1,001 - $2,500) | 64.16 | ||
| Amazon (amzn) | $15,001 - $50,000 | Dividends & Gains ($1,001 - $2,500) | 64.17 | ||
| AMEREN CORP (AEE) | $1,001 - $15,000 | None (or less than $201) | 64.18 | ||
| API GROUP CORP (APG) | $1,001 - $15,000 | None (or less than $201) | 64.19 | ||
| APOLLO GLOBAL MANAGEMENT I (APO) | $1,001 - $15,000 | None (or less than $201) | 64.20 | ||
| Apple Inc (aapl) | $15,001 - $50,000 | $1,001 - $2,500 | Capital Gains | 64.21 | |
| APPLIED MATERIALS (AMAT) | $1,001 - $15,000 | None (or less than $201) | 64.22 | ||
| ASHTEAD GROUP | $1,001 - $15,000 | None (or less than $201) | 64.23 | ||
| ASM INTERNATIONAL NV | $1,001 - $15,000 | None (or less than $201) | 64.24 | ||
| ASML HOLDING | $1,001 - $15,000 | None (or less than $201) | 64.25 | ||
| Autozone Inc (AZO) | $1,001 - $15,000 | None (or less than $201) | 64.26 | ||
| AVANTOR INC (AVTR) | $1,001 - $15,000 | None (or less than $201) | 64.27 | ||
| Bank of America Corp (BAC) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 64.28 | |
| BENTLEY SYSTEMS INC (BSY) | $1,001 - $15,000 | None (or less than $201) | 64.29 | ||
| US brokerage cash (SWEEP) | $15,001 - $50,000 | $5,001 - $15,000 | Interest | 64.30 | |
| BJ'S WHOLESALE CLUB HOLDIN (BJ) | $1,001 - $15,000 | None (or less than $201) | 64.31 | ||
| Blackstone Inc (BX) | None (or less than $1,001) | Dividends & Gains ($2,501 - $5,000) | 64.32 | ||
| BOOZ ALLEN HAMILTON HLDGS (BAH) | $1,001 - $15,000 | None (or less than $201) | 64.33 | ||
| BROADCOM INC (AVGO) | $1,001 - $15,000 | None (or less than $201) | 64.34 | ||
| Brookfield Corporation (BN) | $1,001 - $15,000 | None (or less than $201) | 64.35 | ||
| BUILDERS FIRSTSOURCE INC (BLDR) | $1,001 - $15,000 | None (or less than $201) | 64.36 | ||
| BWX TECHNOLOGIES INC (BWXT) | $1,001 - $15,000 | None (or less than $201) | 64.37 | ||
| CARLISLE COS (CSL) | $1,001 - $15,000 | None (or less than $201) | 64.38 | ||
| CBRE GROUP INC (CBRE) | $1,001 - $15,000 | None (or less than $201) | 64.39 | ||
| CCC INTELLIGENT SOLUTIONS (CCCS) | $1,001 - $15,000 | None (or less than $201) | 64.40 | ||
| CDW Corp/DE (CDW) | $1,001 - $15,000 | None (or less than $201) | 64.41 | ||
| Cencora Inc (COR) | $1,001 - $15,000 | Dividends & Gains ($1,001 - $2,500) | 64.42 | ||
| Clean Harbors Inc (CLH) | $1,001 - $15,000 | None (or less than $201) | 64.43 | ||
| ConocoPhillips (COP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 64.44 | |
| CONSTELLATION SOFTWARE | $1,001 - $15,000 | None (or less than $201) | 64.45 | ||
| COOPER COS INC/THE (COO) | $1,001 - $15,000 | None (or less than $201) | 64.46 | ||
| Copart Inc (CPRT) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains | 64.47 | |
| CORE & MAIN INC (CNM) | $1,001 - $15,000 | None (or less than $201) | 64.48 | ||
| COSTCO WHSL CORP NEW (COST) | $1,001 - $15,000 | None (or less than $201) | 64.49 | ||
| CRH PLC (CRH) | $1,001 - $15,000 | None (or less than $201) | 64.50 | ||
| Danaher Corp (DHR) | $1,001 - $15,000 | None (or less than $201) | 64.51 | ||
| DOLLARAMA INC | $1,001 - $15,000 | None (or less than $201) | 64.52 | ||
| Eaton Corp PLC (etn) | $1,001 - $15,000 | $1,001 - $2,500 | Capital Gains | 64.53 | |
| ENTEGRIS INC (ENTG) | $1,001 - $15,000 | None (or less than $201) | 64.54 | ||
| Equifax Inc (EFX) | $1,001 - $15,000 | None (or less than $201) | 64.55 | ||
| Fiserv Inc (FI) | $1,001 - $15,000 | None (or less than $201) | 64.56 | ||
| FORTINET INC (FTNT) | $1,001 - $15,000 | None (or less than $201) | 64.57 | ||
| GARTNER INC CL A (IT) | $1,001 - $15,000 | None (or less than $201) | 64.58 | ||
| HILTON WORLDWIDE HOLDINGS (HLT) | $1,001 - $15,000 | None (or less than $201) | 64.59 | ||
| Howmet Aerospace Inc (HWM) | $1,001 - $15,000 | $2,501 - $5,000 | Capital Gains | 64.60 | |
| IDEXX LABS CORP (IDXX) | $1,001 - $15,000 | None (or less than $201) | 64.61 | ||
| INTERCONTINENTAL EXCHG INC (ICE) | $1,001 - $15,000 | None (or less than $201) | 64.62 | ||
| JPMorgan Chase & Co (JPM) | $1,001 - $15,000 | Dividends & Gains ($201 - $1,000) | 64.63 | ||
| Keysight Technologies Inc (keys) | $1,001 - $15,000 | None (or less than $201) | 64.64 | ||
| LIGHT & WONDER INC. (LNW) | $1,001 - $15,000 | None (or less than $201) | 64.65 | ||
| LIVE NATION ENTERTMNT INC (LYV) | $1,001 - $15,000 | None (or less than $201) | 64.66 | ||
| Lowes Cos Inc (LOW) | $1,001 - $15,000 | None (or less than $201) | 64.67 | ||
| LVMH MOET HENNESSY VUITTON | $1,001 - $15,000 | None (or less than $201) | 64.68 | ||
| MANHATTAN ASSOCIATES INC (MANH) | $1,001 - $15,000 | None (or less than $201) | 64.69 | ||
| MARVELL TECHNOLOGY INC (MRVL) | $1,001 - $15,000 | None (or less than $201) | 64.70 | ||
| McKesson Corp (MCK) | $1,001 - $15,000 | None (or less than $201) | 64.71 | ||
| MEDPACE HOLDINGS (MEDP) | $1,001 - $15,000 | None (or less than $201) | 64.72 | ||
| Mercadolibre Inc (MELI) | $1,001 - $15,000 | None (or less than $201) | 64.73 | ||
| Meta Platforms Inc (META) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 64.74 | |
| Microsoft Corp (msft) | $15,001 - $50,000 | Dividends & Gains ($2,501 - $5,000) | 64.75 | ||
| MOTOROLA SOLUTIONS INC (MSI) | $1,001 - $15,000 | None (or less than $201) | 64.76 | ||
| MSCI Inc (MSCI) | $1,001 - $15,000 | None (or less than $201) | 64.77 | ||
| NASDAQ Inc. (NDAQ) | $1,001 - $15,000 | None (or less than $201) | 64.78 | ||
| Nextera Energy Inc (NEE) | $1,001 - $15,000 | None (or less than $201) | 64.79 | ||
| Nice Ltd ADR (NICE) | $1,001 - $15,000 | None (or less than $201) | 64.80 | ||
| Northrop Grumman Corp (NOC) | $1,001 - $15,000 | None (or less than $201) | 64.81 | ||
| Nvidia Corp (NVDA) | $15,001 - $50,000 | $2,501 - $5,000 | Capital Gains | 64.82 | |
| NXP SEMICONDUCTORS NV (NXPI) | $1,001 - $15,000 | None (or less than $201) | 64.83 | ||
| Old Dominion Freight (odfl) | $1,001 - $15,000 | None (or less than $201) | 64.84 | ||
| Oracle Corp (orcl) | None (or less than $1,001) | Dividends & Gains ($2,501 - $5,000) | 64.85 | ||
| O'REILLY AUTO INC NEW (ORLY) | $1,001 - $15,000 | None (or less than $201) | 64.86 | ||
| OW CREDIT INCOME FUND | $50,001 - $100K | $5,001 - $15,000 | 64.87 | ||
| OW LARGE CAP STRATEGIES FD | $1M | $50,001 - $100K | 64.88 | ||
| OW MUNICIPAL BOND FUND | $100K - $250K | $5,001 - $15,000 | 64.89 | ||
| OW SMALL & MIDCAP STRAT FD | $250K - $500K | $5,001 - $15,000 | 64.90 | ||
| PARTNERS GROUP HOLDING AG | None (or less than $1,001) | None (or less than $201) | 64.91 | ||
| ProLogis Inc (pld) | $1,001 - $15,000 | None (or less than $201) | 64.92 | ||
| RYAN SPECIALTY HOLDNGS INC (RYAN) | $1,001 - $15,000 | None (or less than $201) | 64.93 | ||
| S&P Global Inc. (spgi) | $1,001 - $15,000 | None (or less than $201) | 64.94 | ||
| SAIA INC COM (SAIA) | $1,001 - $15,000 | None (or less than $201) | 64.95 | ||
| SBA Communications Corp (SBAC) | $1,001 - $15,000 | None (or less than $201) | 64.96 | ||
| Schlumberger Ltd (SLB) | $1,001 - $15,000 | None (or less than $201) | 64.97 | ||
| Servicenow Inc (NOW) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 64.98 | |
| Sherwin-Williams Co (SHW) | None (or less than $1,001) | Dividends & Gains ($1,001 - $2,500) | 64.99 | ||
| SPDR S&P OIL & GAS EXPLORA (XOP) | $1,001 - $15,000 | None (or less than $201) | 64.100 | ||
| SPDR S&P REGIONAL BK ETF (KRE) | $1,001 - $15,000 | None (or less than $201) | 64.101 | ||
| STERIS Plc (STE) | $1,001 - $15,000 | None (or less than $201) | 64.102 | ||
| TAKE-2 INTERACTIVE (TTWO) | $1,001 - $15,000 | None (or less than $201) | 64.103 | ||
| Thermo Fisher Scientific (TMO) | $1,001 - $15,000 | None (or less than $201) | 64.104 | ||
| TRADEWEB MARKETS INC (TW) | $1,001 - $15,000 | None (or less than $201) | 64.105 | ||
| TRANSUNION (TRU) | $1,001 - $15,000 | None (or less than $201) | 64.106 | ||
| UL Solutions Inc (ULS) | $1,001 - $15,000 | None (or less than $201) | 64.107 | ||
| UnitedHealth Group Inc (UNH) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 64.108 | |
| US FOODS HOLDING CORP (USFD) | $1,001 - $15,000 | None (or less than $201) | 64.109 | ||
| UTILITIES SELECT SECT SPDR (XLU) | $1,001 - $15,000 | None (or less than $201) | 64.110 | ||
| Visa Inc (V) | $15,001 - $50,000 | Dividends & Gains ($201 - $1,000) | 64.111 | ||
| VULCAN MATERIALS (VMC) | None (or less than $1,001) | Dividends & Gains ($1,001 - $2,500) | 64.112 | ||
| WalMart Inc (WMT) | $1,001 - $15,000 | Dividends & Gains ($201 - $1,000) | 64.113 | ||
| WEX INC (WEX) | $1,001 - $15,000 | None (or less than $201) | 64.114 | ||
| WILLSCOT HOLDINGS CORP (WSC) | $1,001 - $15,000 | None (or less than $201) | 64.115 | ||
| WYNDHAM HOTELS & RESORTS (WH) | $1,001 - $15,000 | None (or less than $201) | 64.116 | ||
| JPMorgan Chase & Co (JPM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 65 | |
| Keysight Technologies Inc (keys) | $1,001 - $15,000 | None (or less than $201) | 66 | ||
| LIGHT & WONDER INC. (LNW) | $1,001 - $15,000 | None (or less than $201) | 67 | ||
| LIVE NATION ENTERTMNT INC (LYV) | $1,001 - $15,000 | None (or less than $201) | 68 | ||
| Lowes Cos Inc (LOW) | $1,001 - $15,000 | None (or less than $201) | 69 | ||
| LVMH MOET HENNESSY VUITTON | $1,001 - $15,000 | $201 - $1,000 | Dividends | 70 | |
| MANHATTAN ASSOCIATES INC (MANH) | $1,001 - $15,000 | None (or less than $201) | 71 | ||
| MARVELL TECHNOLOGY INC (MRVL) | $15,001 - $50,000 | None (or less than $201) | 72 | ||
| McKesson Corp (MCK) | $15,001 - $50,000 | None (or less than $201) | 73 | ||
| MEDPACE HOLDINGS (MEDP) | $1,001 - $15,000 | None (or less than $201) | 74 | ||
| Mercadolibre Inc (MELI) | $15,001 - $50,000 | None (or less than $201) | 75 | ||
| Meta Platforms Inc (META) | $15,001 - $50,000 | None (or less than $201) | 76 | ||
| Microsoft (msft) | $15,001 - $50,000 | None (or less than $201) | 77 | ||
| Microsoft Corp (msft) | $50,001 - $100K | $201 - $1,000 | Dividends | 78 | |
| MOTOROLA SOLUTIONS INC (MSI) | $15,001 - $50,000 | None (or less than $201) | 79 | ||
| MSCI Inc (MSCI) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 80 | |
| NASDAQ Inc. (NDAQ) | $1,001 - $15,000 | None (or less than $201) | 81 | ||
| Nextera Energy Inc (NEE) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 82 | |
| Nice Ltd ADR (NICE) | $1,001 - $15,000 | None (or less than $201) | 83 | ||
| Northrop Grumman Corp (NOC) | $1,001 - $15,000 | None (or less than $201) | 84 | ||
| Nvidia Corp (NVDA) | $50,001 - $100K | None (or less than $201) | 85 | ||
| NXP SEMICONDUCTORS NV (NXPI) | $1,001 - $15,000 | None (or less than $201) | 86 | ||
| Old Dominion Freight (odfl) | $1,001 - $15,000 | None (or less than $201) | 87 | ||
| O'REILLY AUTO INC NEW (ORLY) | $1,001 - $15,000 | None (or less than $201) | 88 | ||
| OW ALL CAP CORE FUND | $250K - $500K | $15,001 - $50,000 | 89 | ||
| OW ALL CAP CORE FUND | $500K - $1M | $100K - $1M | 90 | ||
| OW CREDIT INCOME FUND | $250K - $500K | $15,001 - $50,000 | 91 | ||
| OW LARGE CAP STRATEGIES FD | $500K - $1M | $15,001 - $50,000 | 92 | ||
| OW LARGE CAP STRATEGIES FD | $1M | $100K - $1M | 93 | ||
| OW NEW YORK MUNI BOND FUND | $500K - $1M | $15,001 - $50,000 | 94 | ||
| OW SMALL & MIDCAP STRAT FD | $1M | $15,001 - $50,000 | 95 | ||
| OW SMALL & MIDCAP STRAT FD | $250K - $500K | $5,001 - $15,000 | 96 | ||
| PARTNERS GROUP HOLDING AG | $1,001 - $15,000 | None (or less than $201) | 97 | ||
| ProLogis Inc (pld) | $1,001 - $15,000 | None (or less than $201) | 98 | ||
| PYXIS TANKERS INC COM NEW (PXS) | None (or less than $1,001) | $201 - $1,000 | Capital Gains | 99 | |
| RYAN SPECIALTY HOLDNGS INC (RYAN) | $1,001 - $15,000 | None (or less than $201) | 100 | ||
| S&P Global Inc. (spgi) | $1,001 - $15,000 | None (or less than $201) | 101 | ||
| SAIA INC COM (SAIA) | $1,001 - $15,000 | None (or less than $201) | 102 | ||
| SBA Communications Corp (SBAC) | $1,001 - $15,000 | None (or less than $201) | 103 | ||
| Schlumberger Ltd (SLB) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 104 | |
| SPDR S&P OIL & GAS EXPLORA (XOP) | $1,001 - $15,000 | None (or less than $201) | 105 | ||
| SPDR S&P REGIONAL BK ETF (KRE) | $1,001 - $15,000 | None (or less than $201) | 106 | ||
| STERIS Plc (STE) | $1,001 - $15,000 | None (or less than $201) | 107 | ||
| TAKE-2 INTERACTIVE (TTWO) | $15,001 - $50,000 | None (or less than $201) | 108 | ||
| TEEKAY SHIPPING (TK) | $15,001 - $50,000 | $5,001 - $15,000 | Dividends | 109 | |
| Thermo Fisher Scientific (TMO) | $15,001 - $50,000 | None (or less than $201) | 110 | ||
| TRADEWEB MARKETS INC (TW) | $1,001 - $15,000 | None (or less than $201) | 111 | ||
| TRANSUNION (TRU) | $15,001 - $50,000 | None (or less than $201) | 112 | ||
| UL Solutions Inc (ULS) | $1,001 - $15,000 | None (or less than $201) | 113 | ||
| UnitedHealth Group Inc (UNH) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 114 | |
| US FOODS HOLDING CORP (USFD) | $1,001 - $15,000 | None (or less than $201) | 115 | ||
| US TREASURY BILLS | None (or less than $1,001) | $5,001 - $15,000 | Interest | 116 | |
| US TRESURY BONDS | $500K - $1M | Interest and Gains ($15,001 - $50,000) | 117 | ||
| UTILITIES SELECT SECT SPDR (XLU) | $1,001 - $15,000 | None (or less than $201) | 118 | ||
| Visa Inc (V) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 119 | |
| WalMart Inc (WMT) | $1,001 - $15,000 | None (or less than $201) | 120 | ||
| WEX INC (WEX) | $1,001 - $15,000 | None (or less than $201) | 121 | ||
| WILLSCOT HOLDINGS CORP (WSC) | $1,001 - $15,000 | None (or less than $201) | 122 | ||
| WYNDHAM HOTELS & RESORTS (WH) | $1,001 - $15,000 | None (or less than $201) | 123 |
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. |
|---|---|---|---|
| Bessemer Trust | type: Exercised Line of Credit, amount: $100,001 - $250,000, year-incurred: 2019, rate: 7.5%, term: Ongoing | 1 |
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.
