Mark R. Engelbaum
Reported Asset Values
$820K–$2.7M+
The data on this page comes from a financial disclosure filed by Mark R. Engelbaum, who was picked to be: Assistant Secretary, Human Resources Administration/Operations, Security, and Preparedness Special Advisor to the Secretary, Department of Veterans Affairs in February, 2025. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
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. |
|---|---|---|---|---|---|
| IRA - 1 | 1 | ||||
| HAMILTON LANE PAF (I) ESC (XHLIX) | $100K - $250K | None (or less than $201) | 1.1 | ||
| PARTNERS GROUP PE - I Fund | $100K - $250K | None (or less than $201) | 1.2 | ||
| IRA - 2 | 2 | ||||
| AES Corp (AES) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| AvantisEmerging Markets Equity ETF (AVEM) | $15,001 - $50,000 | None (or less than $201) | 2.5 | ||
| Bank Cash Fund | $15,001 - $50,000 | None (or less than $201) | 2.6 | ||
| Baron Discovery Fund Institutional Class Shares (BDFIX) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| Baron Real Estate Fund Institutional Shares (BREIX) | $50,001 - $100K | None (or less than $201) | 2.8 | ||
| Bath & Body Works Inc. (BBWI) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| BRK'B | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| Blackstone / GSO Senior Floating Rate Term Fund (BSL) | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| Calamos Convertible Fund Class I Shares (CICVX) | $15,001 - $50,000 | None (or less than $201) | 2.12 | ||
| Cheniere Energy, Inc. (LNG) | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | 2.14 | ||
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| Corteva, Inc. (CTVA) | $1,001 - $15,000 | None (or less than $201) | 2.16 | ||
| Delta Air Lines, Inc. (DAL) | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $50,001 - $100K | None (or less than $201) | 2.18 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 2.19 | ||
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) | $1,001 - $15,000 | None (or less than $201) | 2.20 | ||
| ISHARES MSCI JAPAN ETF (EWJ) | $1,001 - $15,000 | None (or less than $201) | 2.21 | ||
| JPMorgan Hedged Equity 3 Fund Class I (JHQTX) | $50,001 - $100K | None (or less than $201) | 2.22 | ||
| Undiscovered Managers Behavioral Value Fund Class I Shares (UBVSX) | $15,001 - $50,000 | None (or less than $201) | 2.23 | ||
| Knight-Swift Transportation Holdings, Inc. (KNX) | $1,001 - $15,000 | None (or less than $201) | 2.24 | ||
| Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX) | $50,001 - $100K | None (or less than $201) | 2.25 | ||
| LyondellBasell Industries NV (LYB) | $1,001 - $15,000 | None (or less than $201) | 2.26 | ||
| M&T Bank Corp. (MTB) | $1,001 - $15,000 | None (or less than $201) | 2.27 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 2.28 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 2.29 | ||
| MFS Global Equity Fund Class I Shares (MWEIX) | $15,001 - $50,000 | None (or less than $201) | 2.30 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 2.31 | ||
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | 2.32 | ||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | 2.33 | ||
| Regions Financial Corp. (RF) | $1,001 - $15,000 | None (or less than $201) | 2.34 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 2.35 | ||
| Schlumberger NV (SLB) | $1,001 - $15,000 | None (or less than $201) | 2.36 | ||
| Starwood Property Trust, Inc. (STWD) | $1,001 - $15,000 | None (or less than $201) | 2.37 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 2.38 | ||
| Texas Pacific Land Corporation Common Stock (TPL) | $1,001 - $15,000 | None (or less than $201) | 2.39 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 2.40 | ||
| Touchstone Credit Opportunities II Fund Class Y Shares (TMAYX) | $15,001 - $50,000 | None (or less than $201) | 2.41 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 2.42 | ||
| VALE S.A. American Depositary Shares Each Representing one common share (VALE) | $1,001 - $15,000 | None (or less than $201) | 2.43 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $15,001 - $50,000 | None (or less than $201) | 2.44 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 2.45 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 2.46 | ||
| Vistra Energy Corp. (VST) | $1,001 - $15,000 | None (or less than $201) | 2.47 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 2.48 | ||
| IRA - 3 | 3 | ||||
| Baron Real Estate Fund Institutional Shares (BREIX) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Calamos Convertible Fund Class I Shares (CICVX) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| JPMorgan Hedged Equity 3 Fund Class I (JHQTX) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 3.8 |
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. |
|---|---|---|---|---|---|
| C-IRA-1 | 1 | ||||
| AES Corp (AES) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| AvantisEmerging Markets Equity ETF (AVEM) | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| CASH ACCOUNT | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Baron Discovery Fund Institutional Class Shares (BDFIX) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Baron Real Estate Fund Institutional Shares (BREIX) | $15,001 - $50,000 | None (or less than $201) | 1.7 | ||
| BRK'B | $15,001 - $50,000 | None (or less than $201) | 1.8 | ||
| Calamos Convertible Fund Class I Shares (CICVX) | $15,001 - $50,000 | None (or less than $201) | 1.9 | ||
| Cheniere Energy, Inc. (LNG) | $15,001 - $50,000 | None (or less than $201) | 1.10 | ||
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| Corteva, Inc. (CTVA) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Delta Air Lines, Inc. (DAL) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $50,001 - $100K | None (or less than $201) | 1.14 | ||
| Eli Lilly & Co. (LLY) | $50,001 - $100K | None (or less than $201) | 1.15 | ||
| Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | None (or less than $201) | 1.16 | ||
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) | $15,001 - $50,000 | None (or less than $201) | 1.17 | ||
| ISHARES MSCI JAPAN ETF (EWJ) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| JPMorgan Hedged Equity 3 Fund Class I (JHQTX) | $15,001 - $50,000 | None (or less than $201) | 1.19 | ||
| Undiscovered Managers Behavioral Value Fund Class I Shares (UBVSX) | $15,001 - $50,000 | None (or less than $201) | 1.20 | ||
| Knight-Swift Transportation Holdings, Inc. (KNX) | $15,001 - $50,000 | None (or less than $201) | 1.21 | ||
| Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX) | $50,001 - $100K | None (or less than $201) | 1.22 | ||
| LyondellBasell Industries NV (LYB) | $50,001 - $100K | None (or less than $201) | 1.23 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| MFS Global Equity Fund Class I Shares (MWEIX) | $15,001 - $50,000 | None (or less than $201) | 1.26 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 1.27 | ||
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | 1.28 | ||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| Regency Centers Corp. (REG) | $1,001 - $15,000 | None (or less than $201) | 1.30 | ||
| Regions Financial Corp. (RF) | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Starwood Property Trust, Inc. (STWD) | $1,001 - $15,000 | None (or less than $201) | 1.33 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Texas Pacific Land Corporation Common Stock (TPL) | $15,001 - $50,000 | None (or less than $201) | 1.35 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| Touchstone Credit Opportunities II Fund Class Y Shares (TMAYX) | $15,001 - $50,000 | None (or less than $201) | 1.37 | ||
| Uber Technologies, Inc. (UBER) | $15,001 - $50,000 | None (or less than $201) | 1.38 | ||
| VALE S.A. American Depositary Shares Each Representing one common share (VALE) | $1,001 - $15,000 | None (or less than $201) | 1.39 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $15,001 - $50,000 | None (or less than $201) | 1.40 | ||
| Vanguard Real Estate Index Fund ETF Shares (VNQ) | $15,001 - $50,000 | None (or less than $201) | 1.41 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 1.42 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 1.43 | ||
| Vistra Energy Corp. (VST) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| Oaktree Strategic CF-I | $100K - $250K | None (or less than $201) | 2 | ||
| C-IRA-3 | 3 | ||||
| Baron Real Estate Fund Institutional Shares (BREIX) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| JPMorgan Hedged Equity 3 Fund Class I (JHQTX) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 3.7 |
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, Alexandria, Virginia | $250K - $500K | $15,001 - $50,000 | Rent or Royalties | 1 | |
| BROKERAGE ACCOUNT | 2 | ||||
| AES Corp (AES) | $1,001 - $15,000 | 2.1 | |||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | 2.2 | |||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | 2.3 | |||
| AvantisEmerging Markets Equity ETF (AVEM) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| Baron Real Estate Fund Institutional Shares (BREIX) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| BRK'B | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Calvert Bond Fund Class I Shares (CBDIX) | $1,001 - $15,000 | $201 - $1,000 | 2.7 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2.8 | |
| Corteva, Inc. (CTVA) | $1,001 - $15,000 | 2.9 | |||
| CVS Health Corp. (CVS) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2.10 | |
| Delta Air Lines, Inc. (DAL) | $1,001 - $15,000 | 2.11 | |||
| Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX) | $1,001 - $15,000 | $201 - $1,000 | 2.12 | ||
| Ford Motor Co. (F) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2.13 | |
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 2.14 | |
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | 2.15 | |||
| Norwegian Cruise Line Holdings Ltd. (NCLH) | $1,001 - $15,000 | 2.16 | |||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | 2.17 | |||
| Regions Financial Corp. (RF) | $1,001 - $15,000 | 2.18 | |||
| Royal Caribbean Cruises Ltd. (RCL) | $1,001 - $15,000 | 2.19 | |||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | 2.20 | |||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | 2.21 | |||
| Texas Pacific Land Corporation Common Stock (TPL) | $1,001 - $15,000 | 2.22 | |||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | 2.23 | |||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | 2.24 | |||
| Vanguard Real Estate Index Fund ETF Shares (VNQ) | $1,001 - $15,000 | None (or less than $201) | 2.25 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | 2.26 | |||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | 2.27 | |||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | 2.28 | |||
| STEPSTONE - SPRIM | $100K - $250K | $5,001 - $15,000 | 2.29 | ||
| US bank #1 cash | $50,001 - $100K | $1,001 - $2,500 | Interest | 3 | |
| US bank #2 cash | $50,001 - $100K | $201 - $1,000 | Interest | 4 |
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. |
|---|---|---|---|
| TRUIST | type: Mortgage (investment/rent al property), amount: $100,001 - $250,000, year-incurred: 2021, rate: 3.1, term: 30 yrs | 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.
