Michael D. Grimes
Reported Asset Values
$19M–$82M+
This page is based on ethics disclosures filed by Michael D. Grimes, who was picked to be: Senior Advisor, Department of Commerce in February, 2025. They are part of a collection of thousands of 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. |
|---|---|---|---|---|---|
| morgan stanley | $10M | Salary/Bonus | 1 | ||
| morgan stanley | $63,806 | Payout of accrued vacation pay following termination of employment | 2 | ||
| morgan stanley | None (or less than $1,001) | $56M | Stock received upon vesting of RSUs, both regularly scheduled and accelerated upon entering government service following my termination event from Morgan Stanley. | 3 | |
| Morgan Stanley, ESPP account | None (or less than $1,001) | $2,501 - $5,000 | Dividends | 4 | |
| Morgan Stanley, deferred compensation: cash receivable | None (or less than $201) | 5 | |||
| Global X US Preferred ETF | $100K - $250K | 5.1 | |||
| Fidelity Rollover IRA | $25,681 | cash payments | 6 | ||
| Fidelity Conservative Income Bond Fund FCNVX | $250K - $500K | None (or less than $201) | 6.1 | ||
| Fidelity Traditional IRA | $5,291 | cash payments | 7 | ||
| Fidelity Conservative Income Bond Fund Institutional Class Shares (FCNVX) | $50,001 - $100K | None (or less than $201) | 7.1 | ||
| Morgan Stanley 401k | 8 | ||||
| Blackrock Russell 2000 Index Fund | $1M - $5M | None (or less than $201) | 8.1 | ||
| Morgan Stanley, defined benefit plan (value not readily ascertainable) Eligible for $2,028 per mo. from 4/1/25 or $2,605 per mo. from 12/1/31 | None (or less than $201) | 9 |
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. |
|---|---|---|---|
| morgan stanley | I sold all 1,027 shares of Morgan Stanley stock purchased in my ESPP account for $126,332 on 3/5/2025 following my government appointment and termination event from Morgan Stanley (2022-05-01) | 1 | |
| morgan stanley | A previous plan no longer offered by Morgan Stanley called the Select Employees Capital Appreciation Plan allowed for deferring earned compensation to be paid in future years, which I put a portion of my 1997 cash bonus into and will receive a payout starting in 2026. (1995-05-01) | 2 | |
| Morgan Stanley 401k | I continue to participate in this defined contribution plan. The plan sponsor ceased making contributions at my separation. (1995-05-01) | 3 | |
| morgan stanley | I will continue to participate in this defined benefit plan. (1995-05-01) | 4 | |
| morgan stanley | I received RSUs each year as part of my compensation, which vested three years after issuance and converted to freely tradeable shares of Morgan Stanley stock which were sold. Upon entering government service and a termination event from Morgan Stanley my unvested remaining RSUs were accelerated and vested and sold. (1995-05-01) | I sold all of the Morgan Stanley shares that I received annually upon vesting/conversion events, and sold all Morgan Stanley shares received in the accelerated vesting/conversion event upon entering government service and I own zero Morgan Stanley shares as a result of these sales. | 5 |
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. |
|---|---|---|---|
| morgan stanley | Services as Managing Director and Co-Head of Global Technology Investment Banking | 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. |
|---|---|---|---|---|---|
| Tahoe City Rental Property LLC | $1M - $5M | $100K | Rent or Royalties $50,001 - | 1 | |
| Fidelity Rollover IRA | $111K | Cash payments | 2 | ||
| Fidelity Low Priced Stock Fund FLPSX | $250K - $500K | None (or less than $201) | 2.1 | ||
| Fidelity OTC Portfolio | $100K - $250K | None (or less than $201) | 2.2 | ||
| Fidelity Traditional IRA | $95,123 | Cash payments | 3 | ||
| Fidelity Low Priced Stock Fund FLPSX | $250K - $500K | None (or less than $201) | 3.1 |
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. |
|---|---|---|---|---|---|
| American Century High-Yield Municipal Fund Class I Shares (AYMIX) | $5M - $25M | None (or less than $201) | 1 | ||
| Invesco BulletShares 2032 Municipal Bond ETF (BSMW) | $1M | None (or less than $201) | 2 | ||
| Invesco BulletShares 2034 Municipal Bond ETF | $1M - $5M | None (or less than $201) | 3 | ||
| Invesco Bulletshares 2033 Municipal Bond ETF | $1M - $5M | None (or less than $201) | 4 | ||
| Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) | $1M - $5M | None (or less than $201) | 5 | ||
| SPDR Portfolio High Yield Bond ETF (SPHY) | $1M - $5M | None (or less than $201) | 6 | ||
| Vanguard Short Term Tax Exempt Bond Fund (VTES) | $1M - $5M | None (or less than $201) | 7 | ||
| Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1M - $5M | None (or less than $201) | 8 | ||
| Allspring Short Term High Yield Income Fund (SSTHX) | $500K - $1M | None (or less than $201) | 9 | ||
| Nuveen High Yield Municipal Bond Fund Class A Shares (NHMAX) | $1M - $5M | None (or less than $201) | 10 | ||
| Federated Institutional Prime Obligations Fund Institutional Shares (POIXX) | $1,001 - $15,000 | $201 - $1,000 | 11 | ||
| Bank Deposit Program (Cash) at Morgan Stanley Bank NA | $15,001 - $50,000 | None (or less than $201) | 12 | ||
| Fidelity Conservative Income Bond Fund Institutional Class Shares (FCNVX) | $1M - $5M | $50,001 - $100K | 13 | ||
| Fidelity Dividend Growth Fund (FDGFX) | $500K - $1M | $15,001 - $50,000 | 14 | ||
| Fidelity Intermediate Municipal Income Fund (FLTMX) | $500K - $1M | None (or less than $201) | 15 | ||
| FIDELITY MID CAP INDEX FUND (FSMDX) | $500K - $1M | $5,001 - $15,000 | 16 | ||
| Fidelity Tax-Free Bond Fund (FTABX) | $1M - $5M | None (or less than $201) | 17 | ||
| Fidelity Tax Exempt Money Market Fund Premium (FZEKX) | $1M - $5M | None (or less than $201) | 18 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $500K - $1M | $5,001 - $15,000 | 19 | ||
| Checking Account 1 | $100K - $250K | None (or less than $201) | 20 | ||
| Checking Account 2 | $15,001 - $50,000 | None (or less than $201) | 21 | ||
| Checking Account 3 | $15,001 - $50,000 | None (or less than $201) | 22 | ||
| Kukun Inc. (private company) | $50,001 - $100K | None (or less than $201) | 23 | ||
| Integral Development Corp. (private company) | $15,001 - $50,000 | None (or less than $201) | 24 | ||
| TPG - FOF IV-QP Fund | $1,001 - $15,000 | None (or less than $201) | TPG Fund administrator indicated there are no remaining investments in the portfolio but that it has not liquidated the remaining cash value due to ongoing litigation involving the company Tim Hellas. | 25 | |
| MS Capital Partners V Employee Fund | $50,001 - $100K | None (or less than $201) | I have been informed that there are no remaining investments in this fund, and that the fund is holding off on distributing the residual cash value pending litigation regarding the company Tops. | 26 | |
| Etrade Account - Cash | $15,001 - $50,000 | None (or less than $201) | 27 | ||
| Football tickets | None (or less than $1,001) | $12,719 | Proceeds from selling football tickets I owned at a profit | 28 | |
| Madoff Victim Fund Recovery | None (or less than $1,001) | $538 | I had a an investment in a fund-of-funds that had Madoff related investment losses and pursued recoveries. I received $537.85 in a recovery check which was recovery of previous losses. | 29 | |
| United States Savings Bond Interest | None (or less than $1,001) | $1,001 - $2,500 | Interest | 30 | |
| United States Savings Bond Interest | None (or less than $1,001) | $1,001 - $2,500 | Interest | 31 |
Transactions
Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| WEST CONTRA COSTA CALIF UNI SCH DIST 3.00 DUE 08/01/2051 F&A 1 | $100K - $250K | Sale, 2025-03-05
 | 1 | |
| TEMECULA VY CALIF UNI SCH DIST SER-D 3.00 DUE 08/01/2044 F&A 1 | $100K - $250K | Sale, 2025-03-05
| 2 | |
| YOSEMITE CALIF CMNTY COLLEGE DIST CABS 08/01/2032 0.00 DUE 08/01/2042 0 | $100K - $250K | Sale, 2025-03-05
| 3 | |
| WEST CONTRA COSTA CALIF UNI SCH DIST 3.00 DUE 08/01/2045 F&A 1 | $50,001 - $100K | Sale, 2025-03-05
| 4 | |
| WHITTIER CALIF UN HIGH SCH DIS OID 2.00 DUE 08/01/2038 F&A 1 | $50,001 - $100K | Sale, 2025-03-05
| 5 | |
| VAL VERDE CALIF UNI SCH DIS OID 2.75 DUE 08/01/2049 F&A 1 | $50,001 - $100K | Sale, 2025-03-05
| 6 | |
| WESTMINSTER CALIF SCH DIST ID 03-28-13 0.00 DUE 08/01/2052 0 | $100K - $250K | Sale, 2025-03-05
| 7 | |
| WASHINGTON CALIF UNI SCH DIST YOLO CNT OID 2.50 DUE 08/01/2051 F&A 1 | $100K - $250K | Sale, 2025-03-05
| 8 | |
| WALNUT CREEK CALIF SCH DIST CONTRA COST OID 2.00 DUE 09/01/2039 M&S 1 | $50,001 - $100K | Sale, 2025-03-05
| 9 | |
| SAUGUS CALIF UN SCH DIST SCH FACS IMPT OID 2.37 DUE 08/01/2044 F&A 1 | $50,001 - $100K | Sale, 2025-03-05
| 10 | |
| TWIN RIVERS UNI SCH DIST CALIF 0.00 DUE 08/01/2044 0 | $100K - $250K | Sale, 2025-03-05
| 11 | |
| MORGAN STANLEY UNSOLICITED TRADE | $100K - $250K | Sale, 2025-03-05
| 12 | |
| MORGAN STANLEY UNSOLICITED TRADE | $1,001 - $15,000 | Sale, 2025-03-05
| 13 | |
| SEQUOIA CALIF UN HIGH SCH DIST 3.00 DUE 07/01/2043 J&J 1 | $50,001 - $100K | Sale, 2025-03-05
| 14 | |
| SANTA CRUZ CALIF CITY HIGH SCH DIS OID 2.25 DUE 08/01/2040 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-05
| 15 | |
| SANTA MONICA CALIF WTR ENTERPRISE REV 2.25 DUE 08/01/2046 F&A 1 | $100K - $250K | Sale, 2025-03-05
| 16 | |
| SANTA CLARA CNTY CALIF FING AUTH LEASE REV 3.12 DUE 05/01/2049 M&N 1 | $50,001 - $100K | Sale, 2025-03-05
| 17 | |
| SAN RAFAEL CALIF CITY HIGH SCH DIST 3.00 DUE 08/01/2047 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-05
| 18 | |
| SAN DIEGO CALIF UNI SCH DIST-C OY 6.625 ID 08-18-10 0.00 DUE 07/01/2047 0 | $100K - $250K | Sale, 2025-03-05
| 19 | |
| SAN MATEO FOSTER CITY CALIF SCH DIS OID 2.50 DUE 08/01/2051 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-05
| 20 | |
| SAN DIEGO CALIF UNI SCH DIST OY 6.67 0.00 DUE 07/01/2043 0 | $15,001 - $50,000 | Sale, 2025-03-05
| 21 | |
| SAN DIEGO CALIF PUB FACS FING AUTH WTR OID 3.00 DUE 08/01/2049 F&A 1 | $100K - $250K | Sale, 2025-03-05
| 22 | |
| ROSEVILLE CALIF JT UN HIGH SCH DIST CTF OID 2.62 DUE 06/01/2050 J&D 1 | $50,001 - $100K | Sale, 2025-03-05
| 23 | |
| SAN DIEGO CALIF UNI SCH DIST 3.00 DUE 07/01/2044 J&J 1 | $50,001 - $100K | Sale, 2025-03-03
| 24 | |
| ROSEMEAD CALIF SCH DIST SEE TEMPLE CITY 2.50 DUE 08/01/2046 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 25 | |
| SACRAMENTO CALIF CITY UNI SCH DIS OID 2.62 DUE 08/01/2037 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 26 | |
| ROSEVILLE CALIF JT UN HIGH SCH DIST CTF OID 2.37 DUE 06/01/2040 J&D 1 | $100K - $250K | Sale, 2025-03-03
| 27 | |
| RIVERSIDE CNTY CALIF TRANSN COMMN TOLL R 3.00 DUE 06/01/2049 J&D 1 | $100K - $250K | Sale, 2025-03-03
| 28 | |
| ROSEVILLE CALIF JT UN HIGH SCH DIST 3.00 DUE 08/01/2046 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 29 | |
| ROHNERVILLE SCH DIST CALIF OY 6.070 SER-B 0.00 DUE 08/01/2047 0 | $15,001 - $50,000 | Sale, 2025-03-03
| 30 | |
| RIVER ISLANDS PUB FING AUTH CALIF SPL T OID 4.25 DUE 09/01/2047 M&S 1 | $100K - $250K | Sale, 2025-03-03
| 31 | |
| REDWOOD CITY CALIF SCH DIST 3.50 DUE 08/01/2047 F&A 1 | $50,001 - $100K | Sale, 2025-03-03
| 32 | |
| RIO HONDO CALIF CMNTY COLLEGE DIST SER- D OY 4.9 0.00 DUE 08/01/2042 0 | $100K - $250K | Sale, 2025-03-03
| 33 | |
| REDWOOD CITY CALIF PUB FACS & INFRASTRUC 3.00 DUE 06/01/2051 J&D 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 34 | |
| NIPOMO CALIF CMNTY SVCS DIST WASTEWATE REV 2.62 DUE 06/01/2039 J&D 1 | $250K - $500K | Sale, 2025-03-03
| 35 | |
| PLACER CALIF UN HIGH SCH DIST SCH FACS OID 2.25 DUE 08/01/2046 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 36 | |
| ORCUTT CALIF UN SCH DIST SER-B 2.25 DUE 08/01/2041 F&A 1 | $250K - $500K | Sale, 2025-03-03
| 37 | |
| PIEDMONT CALIF UNI SCH DIS OID 2.00 DUE 08/01/2038 F&A 1 | $100K - $250K | Sale, 2025-03-03
| 38 | |
| OXNARD CALIF UN HIGH SCH DIST 3.25 DUE 08/01/2040 F&A 1 | $100K - $250K | Sale, 2025-03-03
| 39 | |
| PLACER CALIF UN HIGH SCH DIST SCH FACS IMPT DIST NO 2 3.25 DUE 08/01/2049 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 40 | |
| OCEANSIDE CALIF UNI SCH DIST 0.00 DUE 08/01/2045 0 | $15,001 - $50,000 | Sale, 2025-03-03
| 41 | |
| ORINDA CALIF UN SCH DIST 3.00 DUE 08/01/2045 F&A 1 | $50,001 - $100K | Sale, 2025-03-03
| 42 | |
| ORLAND CALIF JT UNI SCH DIST SER-B ID 03- 27-12 0.00 DUE 08/01/2051 0 | $15,001 - $50,000 | Sale, 2025-03-03
| 43 | |
| OCEANSIDE CALIF UNI SCH DIST 0.00 DUE 08/01/2043 0 | $250K - $500K | Sale, 2025-03-03
| 44 | |
| OCEAN VIEW CALIF SCH DIST ORANGE CNT OID 2.37 DUE 08/01/2050 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 45 | |
| OCEAN VIEW CALIF SCH DIST ORANGE CNT OID 2.50 DUE 08/01/2049 F&A 1 | $100K - $250K | Sale, 2025-03-03
| 46 | |
| OCEAN VIEW CALIF SCH DIST ORANGE CNT OID 2.37 DUE 08/01/2042 F&A 1 | $50,001 - $100K | Sale, 2025-03-03
| 47 | |
| MORENO VALLEY CALIF UNI SCH DIST 3.50 DUE 08/01/2043 F&A 1 | $50,001 - $100K | Sale, 2025-03-03
| 48 | |
| NORWALK LA MIRADA CALIF UNI SCH DIST SER-E 3.00 DUE 08/01/2040 F&A 1 | $100K - $250K | Sale, 2025-03-03
| 49 | |
| NORWALK LA MIRADA CALIF UNI SCH DIST 3.00 DUE 08/01/2050 F&A 1 | $100K - $250K | Sale, 2025-03-03
| 50 | |
| NEWARK CALIF CTFS PARTN 3.00 DUE 06/01/2039 J&D 1 | $250K - $500K | Sale, 2025-03-03
| 51 | |
| MOUNT SAN ANTONIO CALIF CMNTY COLLEGE DIST SER-C 2.25 DUE 08/01/2046 F&A 1 | $100K - $250K | Sale, 2025-03-03
| 52 | |
| NORWALK LA MIRADA CALIF UNI SCH DIST 3.00 DUE 08/01/2043 F&A 1 | $50,001 - $100K | Sale, 2025-03-03
| 53 | |
| MOUNT PLEASANT CALIF ELEM SCH DIS OID 2.12 DUE 08/01/2041 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 54 | |
| MOUNT SAN ANTONIO CALIF CMNTY COLLEGE DI 0.00 DUE 08/01/2045 0 | $100K - $250K | Sale, 2025-03-03
| 55 | |
| MOUNTAIN EMPIRE UNI SCH DIST CALI OID 2.62 DUE 08/01/2048 F&A 1 | $50,001 - $100K | Sale, 2025-03-03
| 56 | |
| MAMMOTH CALIF UNI SCH DIS OID 2.12 DUE 08/01/2041 F&A 1 | $15,001 - $50,000 | Sale, 2025-03-03
| 57 | |
| MONTCLAIR CALIF PUB FING AUTH LEASE RE OID 2.75 DUE 04/01/2051 A&O 1 | $15,001 - $50,000 | Sale, 2025-02-28
| 58 | |
| MAMMOTH CALIF UNI SCH DIS OID 2.00 DUE 08/01/2037 F&A 1 | $15,001 - $50,000 | Sale, 2025-02-28
| 59 | |
| MENIFEE CALIF UN SCH DIS OID 2.00 DUE 08/01/2045 F&A 1 | $15,001 - $50,000 | Sale, 2025-02-28
| 60 | |
| LIVERMORE VALLEY CALIF JT UNI SCH DIS OID 3.00 DUE 08/01/2046 F&A 1 | $50,001 - $100K | Sale, 2025-02-28
| 61 | |
| LAKE TAHOE CALIF UNI SCH DIS OID 2.35 DUE 08/01/2045 F&A 1 | $50,001 - $100K | Sale, 2025-02-28
| 62 | |
| LOCAL PUB SCHS FDG AUTH SCH FACS IMPT DIST SER-A 3.00 DUE 08/01/2046 F&A 1 | $100K - $250K | Sale, 2025-02-28
| 63 | |
| LUTHER BURBANK SCH DIST CALIF 3.12 DUE 08/01/2048 F&A 1 | $50,001 - $100K | Sale, 2025-02-28
| 64 | |
| LA HABRA CALIF CTFS PART OID 2.25 DUE 10/01/2038 A&O 1 | $50,001 - $100K | Sale, 2025-02-28
| 65 | |
| LAKE TAHOE CALIF CMNTY COLLEGE DIS OID 2.25 DUE 08/01/2046 F&A 1 | $100K - $250K | Sale, 2025-02-28
| 66 | |
| JEFFERSON CALIF UN HIGH SCH DIST SAN MA OID 2.62 DUE 08/01/2044 F&A 1 | $250K - $500K | Sale, 2025-02-28
| 67 | |
| JEFFERSON CALIF UN HIGH SCH DIST SAN MA OID 2.50 DUE 08/01/2041 F&A 1 | $15,001 - $50,000 | Sale, 2025-02-28
| 68 | |
| JEFFERSON CALIF ELEM SCH DIST SAN MATE OID 2.12 DUE 09/01/2041 M&S 1 | $50,001 - $100K | Sale, 2025-02-28
| 69 | |
| ALAMEDA CORRIDOR TRANSN AUTH CALIF REV ID 07-14-22 0.00 DUE 10/01/2052 0 | $50,001 - $100K | Sale, 2025-02-26
| 70 | |
| ALAMEDA CORRIDOR TRANSN AUTH CALIF REV ID 07-14-22 0.00 DUE 10/01/2049 0 | $250K - $500K | Sale, 2025-02-26
| 71 | |
| ALPINE CNTY UNI SCH DIST CALI OID 2.25 DUE 08/01/2049 F&A 1 | $15,001 - $50,000 | Sale, 2025-02-26
| 72 | |
| EL CENTRO CALIF FING AUTH LEASE RE OID 2.50 DUE 10/01/2047 A&O 1 | $50,001 - $100K | Sale, 2025-02-26
| 73 | |
| EL TEJON CALIF UNI SCH DIS OID 2.75 DUE 08/01/2045 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 74 | |
| EL MONTE CALIF UN HIGH SCH DIST 0.00 DUE 06/01/2045 0 | $100K - $250K | Sale, 2025-02-26
| 75 | |
| FAIRFIELD-SUISUN CALIF UNI SCH DIST ELECTION 2016 2.25 DUE 08/01/2040 F&A 1 | $15,001 - $50,000 | Sale, 2025-02-26
| 76 | |
| CHAFFEY CALIF UN HIGH SCH DIST 0.00 DUE 08/01/2043 0 | $50,001 - $100K | Sale, 2025-02-26
| 77 | |
| CENTRAL CALIF UNI SCH DIST OY 4.89 SER-B 0.00 DUE 08/01/2045 0 | $50,001 - $100K | Sale, 2025-02-26
| 78 | |
| DESERT CALIF CMNTY COLLEGE DIS OID 2.00 DUE 08/01/2039 F&A 1 | $100K - $250K | Sale, 2025-02-26
| 79 | |
| CALIFORNIA ST 3.00 DUE 11/01/2050 M&N 1 | $250K - $500K | Sale, 2025-02-26
| 80 | |
| BAY AREA TOLL AUTH CALIF TOLL BRDG REV 3.00 DUE 04/01/2054 A&O 1 | $15,001 - $50,000 | Sale, 2025-02-26
| 81 | |
| BALDWIN PARK CALIF UNI SCH DIS OID 2.25 DUE 08/01/2045 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 82 | |
| ALAMEDA CALIF UNI SCH DIST ALA MEDA CNTY ELECTION 2014 SER-C 3.00 DUE 08/01/2039 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 83 | |
| HUENEME CALIF ELEM SCH DIST 3.00 DUE 08/01/2044 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 84 | |
| FONTANA CALIF UNI SCH DIS OID 2.25 DUE 08/01/2042 F&A 1 | $15,001 - $50,000 | Sale, 2025-02-26
| 85 | |
| EMERY CALIF UNI SCH DIST 3.00 DUE 08/01/2045 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 86 | |
| GLENDALE CALIF ELEC WKS REV 5.00 DUE 02/01/2054 F&A 1 | $100K - $250K | Sale, 2025-02-26
| 87 | |
| CHABOT-LAS POSITAS CALIF CMNTY COLLEGE D 2.00 DUE 08/01/2039 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 88 | |
| CALIFORNIA ST 3.00 DUE 03/01/2050 M&S 1 | $250K - $500K | Sale, 2025-02-26
| 89 | |
| CONCORD CALIF CTFS PARTN REV 2.12 DUE 04/01/2041 A&O 1 | $100K - $250K | Sale, 2025-02-26
| 90 | |
| BLUE LAKE CALIF UN ELEM SCH DIST 3.00 DUE 08/01/2047 F&A 1 | $100K - $250K | Sale, 2025-02-26
| 91 | |
| BEAUMONT CALIF UNI SCH DIS OID 2.50 DUE 08/01/2046 F&A 1 | $50,001 - $100K | Sale, 2025-02-26
| 92 | |
| CALIFORNIA S OID 2.37 DUE 10/01/2046 A&O 1 | $50,001 - $100K | Sale, 2025-02-26
| 93 | |
| CALIFORNIA S OID 2.50 DUE 03/01/2050 M&S 1 | $100K - $250K | Sale, 2025-02-26
| 94 | |
| BERKELEY CALI OID 2.12 DUE 09/01/2044 M&S 1 | $50,001 - $100K | Sale, 2025-02-26
| 95 | |
| LITTLE LAKE CALIF CITY SCH DIST SER-A UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2032-07-01 | $50,001 - $100K | Sale, 2025-03-14
| 96 | |
| LEMON GROVE CALIF SCH DIST SER-A UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2030-08-01 | $50,001 - $100K | Sale, 2025-03-14
| 97 | |
| EL TORO CALIF WTR DIST FING AUTH REV-A UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2027-06-01 | $100K - $250K | Sale, 2025-03-12
| 98 | |
| BAY AREA TOLL AUTH CALIF TOLL BRDG REV UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2027-04-01 | $100K - $250K | Sale, 2025-03-12
| 99 | |
| WEST BASIN CALIF MUN WTR DIST REV REF-A UNSOLICITED TRADE RATE:AA2/AA- 5.000% DUE:2028-08-01 | $100K - $250K | Sale, 2025-03-12
| 100 | |
| LOS ANGELES CALIF UNI SCH DISTGREEN UNSOLICITED TRADE RATE:AA2/N/A 5.000% DUE:2030-07-01 | $100K - $250K | Sale, 2025-03-12
| 101 | |
| MORGAN HILL CALIF UNI SCH DISTSER-C UNSOLICITED TRADE RATE:AA1/N/A 5.000% DUE:2030-08-01 | $100K - $250K | Sale, 2025-03-12
| 102 | |
| GROSSMONT CALIF UN HIGH SCH DIST SER- B-2 UNSOLICITED TRADE RATE:AA2/N/A 5.000% DUE:2033-08-01 | $100K - $250K | Sale, 2025-03-12
| 103 | |
| KERN CALIF CMNTY COLLEGE DIST SER-D UNSOLICITED TRADE RATE:AA2/AA- 5.000% DUE:2029-08-01 | $100K - $250K | Sale, 2025-03-12
| 104 | |
| OXNARD CALIF SCH DIST SER-A UNSOLICITED TRADE RATE:N/A/AA 5.000% DUE:2027-08-01 | $100K - $250K | Sale, 2025-03-12
| 105 | |
| ANAHEIM CALIF HSG & PUB IMPT AUTH REV UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2030-10-01 | $100K - $250K | Sale, 2025-03-12
| 106 | |
| FONTANA CALIF REDEV AGY SUCCESSOR TAX ALLOCATION REV-A UNSOLICITED TRADE RATE:N/A/AA 5.000% DUE:2029-10-01 | $100K - $250K | Sale, 2025-03-12
| 107 | |
| SAN JOSE CALIF REDEV AGY SUCCESSOR AGY TAX ALLOCATION UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2027-08-01 | $100K - $250K | Sale, 2025-03-12
| 108 | |
| CALIFORNIA HEALTH FACS FING AUTH REV GREEN UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2027-11-01 | $100K - $250K | Sale, 2025-03-12
| 109 | |
| WESTERN PLACER CALIF WASTE MGMT AUTH SOLID REV-A UNSOLICITED TRADE RATE:N/A/AA 5.000% DUE:2029-06-01 | $100K - $250K | Sale, 2025-03-12
| 110 | |
| LOS ANGELES CALIF UNI SCH DIST UNSOLICITED TRADE RATE:AA2/N/A 5.000% DUE:2028-07-01 | $100K - $250K | Sale, 2025-03-12
| 111 | |
| UNIVERSITY CALIF REVS UNSOLICITED TRADE RATE:AA2/AA 5.000% DUE:2029-05-15 | $100K - $250K | Sale, 2025-03-11
| 112 | |
| SAN JOSE CALIF ARPT REV UNSOLICITED TRADE RATE:A2/A 5.000% DUE:2027-03-01 | $100K - $250K | Sale, 2025-03-11
| 113 | |
| SAN FRANCISCO CALIF CITY & CNTY PUB UTILS COMMN REV REF-B UNSOLICITED TRADE RATE:AA2/AA 5.000% DUE:2028-10-01 | $100K - $250K | Sale, 2025-03-11
| 114 | |
| CLOVIS CALIF UNI SCH DIST CTFSPARTN REV UNSOLICITED TRADE RATE:N/A/AA- 4.000% DUE:2025-06-01 | $100K - $250K | Sale, 2025-03-11
| 115 | |
| VENTURA CALIF UNI SCH DIST UNSOLICITED TRADE RATE:AA3/N/A 5.000% DUE:2036-08-01 | $100K - $250K | Sale, 2025-03-11
| 116 | |
| MODESTO CALIF IRR DIST FING AUTH ELEC SY UNSOLICITED TRADE RATE:N/A/A+ 5.000% DUE:2037-10-01 | $100K - $250K | Sale, 2025-03-11
| 117 | |
| SOUTH SAN FRANCISCO CALIF UNI SCH DIST UNSOLICITED TRADE RATE:AAA/N/A 5.000% DUE:2037-09-01 | $100K - $250K | Sale, 2025-03-11
| 118 | |
| CALIFORNIA ST PUB WKS BRD LEASE REV-A UNSOLICITED TRADE RATE:AA3/A+ 5.000% DUE:2036-12-01 | $250K - $500K | Sale, 2025-03-11
| 119 | |
| SOLEDAD CALIF UNI SCH DIST SER-B UNSOLICITED TRADE RATE:N/A/AA 5.000% DUE:2036-08-01 | $250K - $500K | Sale, 2025-03-11
| 120 | |
| IRVINE CALIF FACS FING AUTH SPL TAX REV- A UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2036-09-01 | $100K - $250K | Sale, 2025-03-11
| 121 | |
| BURBANK CALIF WTR & PWR WTR REV REF UNSOLICITED TRADE RATE:N/A/AAA 5.000% DUE:2028-06-01 | $100K - $250K | Sale, 2025-03-11
| 122 | |
| METROPOLITAN WTR DIST SOUTHN CALIF WTRWR REV-A UNSOLICITED TRADE RATE:AA1/AAA 5.000% DUE:2038-10-01 | $250K - $500K | Sale, 2025-03-11
| 123 | |
| SALINAS CALIF FACS FING AUTH LEASE REV REF-A-2 UNSOLICITED TRADE RATE:N/A/AA 4.000% DUE:2025-11-01 | $100K - $250K | Sale, 2025-03-11
| 124 | |
| LOS ANGELES CNTY CALIF MET TRANSN AUTH REV REF-A UNSOLICITED TRADE RATE:AA1/AAA 5.000% DUE:2035-07-01 | $250K - $500K | Sale, 2025-03-11
| 125 | |
| MORGAN HILL CALIF UNI SCH DISTSER-C UNSOLICITED TRADE RATE:AA1/N/A 5.000% DUE:2028-08-01 | $100K - $250K | Sale, 2025-03-11
| 126 | |
| OXNARD CALIF FING AUTH WTR REV-A UNSOLICITED TRADE RATE:N/A/AA 4.000% DUE:2026-06-01 | $100K - $250K | Sale, 2025-03-11
| 127 | |
| EL CENTRO CALIF FING AUTH LEASE REV-A UNSOLICITED TRADE RATE:N/A/AA 4.000% DUE:2025-10-01 | $100K - $250K | Sale, 2025-03-11
| 128 | |
| WEST SONOMA CNTY CALIF UN HIGHSCH DIST UNSOLICITED TRADE RATE:AA3/N/A 5.000% DUE:2038-08-01 | $50,001 - $100K | Sale, 2025-03-11
| 129 | |
| MANHATTAN BEACH CALIF CTFS PARTN REV REF UNSOLICITED TRADE RATE:N/A/AA+ 5.000% DUE:2029-01-01 | $100K - $250K | Sale, 2025-03-11
| 130 | |
| CHINO BASIN CALIF REGL FING AUTH NTS REV-B UNSOLICITED TRADE RATE:AA2/AA+ 4.000% DUE:2025-11-01 | $100K - $250K | Sale, 2025-03-11
| 131 | |
| SAN LUIS UNIT/SAN LUIS WTR DIST FING AUTH REV-A UNSOLICITED TRADE RATE:N/A/A+ 3.000% DUE:2025-09-01 | $100K - $250K | Sale, 2025-03-11
| 132 | |
| SAN LUIS UNIT/SAN LUIS WTR DIST FING AUTH REV-A UNSOLICITED TRADE RATE:N/A/N/R 3.000% DUE:2025-09-01 | $1,001 - $15,000 | Sale, 2025-03-11
| 133 | |
| SAN FRANCISCO CALIF CITY & CNTY UTILS COM WASTEWATER REV-B UNSOLICITED TRADE RATE:AA2/AA 5.000% DUE:2028-10-01 | $100K - $250K | Sale, 2025-03-11
| 134 | |
| CALIFORNIA HEALTH FACS FING AUTH REV UNSOLICITED TRADE RATE:A1/A+ 5.000% DUE:2030-11-15 | $100K - $250K | Sale, 2025-03-11
| 135 | |
| SAN FRANCISCO CALIF CITY & CNTY UNSOLICITED TRADE RATE:AA1/AA+ 5.000% DUE:2031-06-15 | $100K - $250K | Sale, 2025-03-11
| 136 | |
| HAYWARD CALIF UNI SCH DIST CTFS PARTN REV UNSOLICITED TRADE RATE:N/A/A 5.000% DUE:2031-08-01 | $250K - $500K | Sale, 2025-03-11
| 137 | |
| CALIFORNIA HEALTH FACS FIN AUTH REV REF-B UNSOLICITED TRADE RATE:AA3/N/A 5.000% DUE:2033-08-15 | $100K - $250K | Sale, 2025-03-11
| 138 | |
| CALIFORNIA HEALTH FACS FING AUTH REV-B UNSOLICITED TRADE RATE:N/A/N/A 5.000% DUE:2046-11-15 | $100K - $250K | Sale, 2025-03-11
| 139 | |
| WESTERN PLACER CALIF WASTE MGMT AUTH SOLID REV-A UNSOLICITED TRADE RATE:N/A/AA 5.000% DUE:2028-06-01 | $100K - $250K | Sale, 2025-03-11
| 140 | |
| NAPA CALIF SANTN DIST REV REF-A UNSOLICITED TRADE RATE:N/A/AA+ 5.000% DUE:2028-08-01 | $100K - $250K | Sale, 2025-03-11
| 141 | |
| EL DORADO CALIF IRR DIST REV UNSOLICITED TRADE RATE:AA3/AA- 5.000% DUE:2036-03-01 | $50,001 - $100K | Sale, 2025-03-11
| 142 | |
| SANTA CLARITA CALIF PUB FING AUTH LEASE REV-B UNSOLICITED TRADE RATE:N/A/AA+ 5.000% DUE:2030-12-01 | $100K - $250K | Sale, 2025-03-11
| 143 | |
| RIVERSIDE CNTY CALIF INFRASTRUCTURE FING AUTH REV REF-A UNSOLICITED TRADE RATE:N/A/AA- 5.000% DUE:2031-11-01 | $100K - $250K | Sale, 2025-03-11
| 144 | |
| BURBANK CALIF WTR & PWR ELEC REV UNSOLICITED TRADE RATE:AA3/AA- 5.000% DUE:2034-06-01 | $100K - $250K | Sale, 2025-03-11
| 145 | |
| CITY OF BAKERSFIELD CALIF WSTWTR REV REF-A UNSOLICITED TRADE RATE:AA2/AA 5.000% DUE:2030-09-15 | $250K - $500K | Sale, 2025-03-11
| 146 | |
| CALIFORNIA ST DEPT WTR RES CENT VY PROJ REV-BA UNSOLICITED TRADE RATE:AA1/AAA 5.000% DUE:2033-12-01 | $100K - $250K | Sale, 2025-03-11
| 147 | |
| GOLDEN ST TOB SECURITIZATION CORP CALIF TOB SETTLEMENT REV UNSOLICITED TRADE RATE:N/A/N/R 5.000% DUE:2035-06-01 | $250K - $500K | Sale, 2025-03-11
| 148 | |
| Morgan Stanley (MS) See Endnote | $5M - $25M | Sale, 2025-03-04
| Shares were delivered into my account on 3/3/2025 following acceleration event upon my entering government service and sold the next day on 3/4/2025. | 149 |
| Morgan Stanley (MS) See Endnote | $1M - $5M | Exchange, 2025-03-13
| All shares of Morgan Stanley (MS) in my 401K plan were exchanged for mutual/index fund | 150 |
| MS Counterpoint Ventures Employee Fund See Endnote | Sale, 2025-03-12
| I sold my interest in MS Counterpoint Ventures Employee Fund on 3/12/2025 which contained the underlying private company equity stakes valued at $1,000 or more according to the most recent Counterpoint report, which are listed in transactions 152 through 168 (I am listing both the sale of the fund interest and each underlying equity stake for maximum clarity and disclosure) | 151 | |
| Overtime Sports, Inc. | $15,001 - $50,000 | Sale, 2025-03-12
| 152 | |
| ID.me, Inc. | $15,001 - $50,000 | Sale, 2025-03-12
| 153 | |
| Rad Power Bikes Inc. | $15,001 - $50,000 | Sale, 2025-03-12
| 154 | |
| Capsule Corporation | $1,001 - $15,000 | Sale, 2025-03-12
| 155 | |
| The Production Board, LLC | $15,001 - $50,000 | Sale, 2025-03-12
| 156 | |
| Pipe Technologies Inc. | $1,001 - $15,000 | Sale, 2025-03-12
| 157 | |
| Encoded Therapeutics, Inc. | $15,001 - $50,000 | Sale, 2025-03-12
| 158 | |
| Cellanome Inc. | $15,001 - $50,000 | Sale, 2025-03-12
| 159 | |
| Element Biosciences, Inc. | $1,001 - $15,000 | Sale, 2025-03-12
| 160 | |
| Inscipta, Inc. | $1,001 - $15,000 | Sale, 2025-03-12
| 161 | |
| Clear Labs, Inc. | $1,001 - $15,000 | Sale, 2025-03-12
| 162 | |
| Space Exploration Technologies Corp. | $100K - $250K | Sale, 2025-03-12
| 163 | |
| Anduril Industries, Inc. | $50,001 - $100K | Sale, 2025-03-12
| 164 | |
| Figma, Inc. | $15,001 - $50,000 | Sale, 2025-03-12
| 165 | |
| Tipalti Solutions Ltd. | $1,001 - $15,000 | Sale, 2025-03-12
| 166 | |
| Figment Inc. | $1,001 - $15,000 | Sale, 2025-03-12
| 167 | |
| DataRobot, Inc. | $1,001 - $15,000 | Sale, 2025-03-12
| 168 | |
| MS Tactical Value Fund II Employees LP See Endnote | Sale, 2025-03-12
| I sold my interest in MS Tactical Values II Employees Fund on 3/12/2025 which contained the underlying private company equity stakes valued at $1,000 or more according to the most recent MS Tactical Values fund report, which are listed in transactions 170 through 179 (I am listing both the sale of the fund interest and each underlying equity stake for maximum clarity and disclosure) | 169 | |
| Netskope | $50,001 - $100K | Sale, 2025-03-12
| 170 | |
| Fibrogen | $1,001 - $15,000 | Sale, 2025-03-12
| 171 | |
| Inrix | $1,001 - $15,000 | Sale, 2025-03-12
| 172 | |
| Korea Credit Data | $15,001 - $50,000 | Sale, 2025-03-12
| 173 | |
| Kobalt | $1,001 - $15,000 | Sale, 2025-03-12
| 174 | |
| Payclip | $15,001 - $50,000 | Sale, 2025-03-12
| 175 | |
| Ark Insurance | $15,001 - $50,000 | Sale, 2025-03-12
| 176 | |
| Buyers Edge | $15,001 - $50,000 | Sale, 2025-03-12
| 177 | |
| Human Interest | $1,001 - $15,000 | Sale, 2025-03-12
| 178 | |
| Netskope | $1,001 - $15,000 | Sale, 2025-03-12
| 179 | |
| Uber Technologies, Inc. (UBER) See Endnote | $1M - $5M | Sale, 2025-03-07
| I donated all shares of Uber previously owned to a Fidelity Investments donor advised fund. | 180 |
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.
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Read ProPublica reporting on the disclosure documents.
