Kyle Hauptman
The data on this page comes from a financial disclosure filed by Kyle Hauptman, who was picked to be: Chair, National Credit Union Administration in December, 2020. 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. |
|---|---|---|---|---|---|
| Roth IRA#1 | 1 | ||||
| Fidelity MSCI Real Estate Index ETF (FREL) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Fidelity ZERO Total Market Index Fund (FZROX) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| 403B | 2 | ||||
| Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX) | $100K - $250K | None (or less than $201) | 2.1 | ||
| US Small Cap Value Portfolio Institutional Class Shares (DFSVX) | $15,001 - $50,000 | None (or less than $201) | 2.2 | ||
| ROTH IRA #2 | 3 | ||||
| Fidelity ZERO Total Market Index Fund (FZROX) | $15,001 - $50,000 | None (or less than $201) | 3.1 | ||
| Invesco Russell 1000 Equal Weight ETF (EQAL) | $15,001 - $50,000 | None (or less than $201) | 3.2 |
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)
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. |
|---|---|---|---|---|---|
| Share of Bluematrix LLC - BlueMatrix is a software company based in NYC that provides research solutions for firms that publish research on equities or other investments | None (or less than $1,001) | $5M or more | Capital Gains | 1 | |
| Residential Real Estate - Tokyo, Adachi-Ku | $15,001 - $50,000 | $5,001 - $15,000 | Rent or Royalties | 2 | |
| Residential Real Estate - Tokyo, Minato | $100K - $250K | $5,001 - $15,000 | Rent or Royalties | 3 | |
| Residential Real Estate - Washington, DC #1 | None (or less than $1,001) | $5,001 - $15,000 | Rent or Royalties | 4 | |
| Residential Real Estate - Washington, DC #2 | $100K - $250K | $15,001 - $50,000 | Rent or Royalties | 5 | |
| Banking Institution #1 (cash) | $1,001 - $15,000 | None (or less than $201) | 6 | ||
| Child 529 plan | 7 | ||||
| DC College Savings 2040 Portfolio | $15,001 - $50,000 | None (or less than $201) | 7.1 | ||
| Fidelity taxable brokerage account | 8 | ||||
| Fidelity Treasury Money Market FundFidelity Treasury Money Market (FZFXX) | $1M - $5M | $100K - $1M | 8.1 | ||
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | 8.2 | ||
| Treasury Bill 0% 1/23/25 CUSIP: 912797JR9 | $1M - $5M | None (or less than $201) | zero coupon 52 wk T-bill | 8.3 | |
| Interactive brokers taxable account | 9 | ||||
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) | $250K - $500K | $2,501 - $5,000 | 9.1 | ||
| SPDR S&P 500 ETF TRUST (SPY) | $50,001 - $100K | $1,001 - $2,500 | 9.2 | ||
| Vanguard Total Stock Market Index Fund ETF Shares (VTI) | $100K - $250K | $5,001 - $15,000 | 9.3 | ||
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $1,001 - $15,000 | $201 - $1,000 | 9.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $250K - $500K | $2,501 - $5,000 | 9.5 | ||
| Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $50,001 - $100K | $1,001 - $2,500 | 9.6 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $250K - $500K | $5,001 - $15,000 | 9.7 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $100K - $250K | $1,001 - $2,500 | 9.8 | ||
| iShares Russell 3000 ETF (IWV) | $100K - $250K | $1,001 - $2,500 | 9.9 | ||
| SCHWAB US BROAD MARKET ETF (SCHB) | $100K - $250K | $1,001 - $2,500 | 9.10 | ||
| SCHWAB US LARGE-CAP ETF (SCHX) | $100K - $250K | $1,001 - $2,500 | 9.11 | ||
| Vanguard Extended Market Index Fund ETF Shares (VXF) | $500K - $1M | $5,001 - $15,000 | 9.12 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $500K - $1M | $2,501 - $5,000 | 9.13 | ||
| Vanguard Russell 2000 Index Fund ETF Shares (VTWO) | $100K - $250K | $1,001 - $2,500 | 9.14 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $250K - $500K | $2,501 - $5,000 | 9.15 | ||
| Vanguard Total World Stock Index Fund ETF Class Shares (VT) | $1M - $5M | $100K - $1M | 9.16 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $250K - $500K | $5,001 - $15,000 | 9.17 |
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. |
|---|---|---|---|---|
| DFA US Small Cap Value I See Endnote | $1,001 - $15,000 | Sale, 2024-11-20
 | 1 | |
| FIDELITY MSCI REAL ESTATE INDEX ETF See Endnote | $1,001 - $15,000 | Purchase, 2024-01-31
| 1 | |
| BlueMatrix LLC | $5M - $25M | Sale, 2024-01-04
| This is the sale of 100% of my shares of the privately-held BlueMatrix LLC. The entire company was sold, transaction settled 1/4/2024. More on the acquisition here https://www.thomabravo.com/press-releases/thoma-bravo-completes-strategic- investment-in-bluematrix | 1 |
| residential condo in Washington DC See Endnote | $100K - $250K | Sale, 2024-03-04
| sold 300 sqf rental property. | 1 |
| FIDELITY ZERO TOTAL MARKET INDEX See Endnote | $1,001 - $15,000 | Purchase, 2024-01-12
| 2 | |
| DFA Emergin Markets Core Equity I See Endnote | $1,001 - $15,000 | Purchase, 2024-11-20
| 2 | |
| Treasury Bill 0% 1/23/25 CUSIP: 912797JR9 | $1M - $5M | Purchase, 2024-01-24
| Bought zero-coupon 52-week T-Bill | 2 |
| DC College Savings 2040 Portfolio See Endnote | $1,001 - $15,000 | Purchase, 2024-01-05
| 3 | |
| Fidelity FIDELITY 500 INDEX | $1,001 - $15,000 | Purchase, 2024-04-08
| 3 | |
| DFA US Small Cap Value I See Endnote | $1,001 - $15,000 | Sale, 2024-02-20
| 3 | |
| DC College Savings 2040 Portfolio See Endnote | $1,001 - $15,000 | Purchase, 2024-01-10
| 4 | |
| Dimensional Emerging Core Equity Market ETF See Endnote Dimensional Emerging Core Equity Market ETF (DFAE) | $1,001 - $15,000 | Purchase, 2024-02-20
| 4 | |
| Fidelity FIDELITY 500 INDEX | $1,001 - $15,000 | Purchase, 2024-07-08
| 4 | |
| Fidelity FIDELITY 500 INDEX | $1,001 - $15,000 | Purchase, 2024-10-07
| 5 | |
| ISHARES CORE MSCI EMERGING | $1,001 - $15,000 | Purchase, 2024-06-18
| 6 | |
| ISHARES CORE MSCI EMERGING | $1,001 - $15,000 | Purchase, 2024-12-23
| 7 | |
| ISHARES CORE S&P SMALL-CAP E | $1,001 - $15,000 | Purchase, 2024-12-23
| 8 | |
| ISHARES RUSSELL 3000 ETF | $1,001 - $15,000 | Purchase, 2024-12-23
| 9 | |
| VANGUARD EXTENDED MARKET ETF | $1,001 - $15,000 | Purchase, 2024-03-28
| 10 | |
| VANGUARD EXTENDED MARKET ETF | $1,001 - $15,000 | Purchase, 2024-07-03
| 11 | |
| VANGUARD EXTENDED MARKET ETF | $1,001 - $15,000 | Purchase, 2024-10-02
| 12 | |
| VANGUARD EXTENDED MARKET ETF | $1,001 - $15,000 | Purchase, 2024-12-27
| 13 | |
| VANGUARD FTSE EMERGING MARKE | $1,001 - $15,000 | Purchase, 2024-12-25
| 14 | |
| VANGUARD S&P 500 ETF | $1,001 - $15,000 | Purchase, 2024-07-03
| 15 | |
| VANGUARD TOT WORLD STK ETF | $1,001 - $15,000 | Purchase, 2024-03-21
| 16 | |
| VANGUARD TOT WORLD STK ETF | $1,001 - $15,000 | Purchase, 2024-06-26
| 17 | |
| VANGUARD TOT WORLD STK ETF | $1,001 - $15,000 | Purchase, 2024-09-25
| 18 | |
| VANGUARD TOT WORLD STK ETF | $1,001 - $15,000 | Purchase, 2024-12-26
| 19 | |
| VANGUARD VALUE ETF | $1,001 - $15,000 | Purchase, 2024-03-27
| 20 | |
| VANGUARD VALUE ETF | $1,001 - $15,000 | Purchase, 2024-07-02
| 21 | |
| VANGUARD VALUE ETF | $1,001 - $15,000 | Purchase, 2024-10-01
| 22 | |
| ISHARES CORE S&P SMALL-CAP E | $100K - $250K | Purchase, 2025-03-15
| 23 | |
| VANGUARD VALUE ETF | $1,001 - $15,000 | Purchase, 2024-12-27
| 23 | |
| ISHARES CORE MSCI EMERGING | $100K - $250K | Purchase, 2024-01-24
| 24 | |
| ISHARES CORE S&P SMALL-CAP E | $100K - $250K | Purchase, 2024-03-15
| 25 | |
| ISHARES RUSSELL 3000 ETF | $100K - $250K | Purchase, 2024-02-01
| 26 | |
| SCHWAB US BROAD MARKET ETF | $100K - $250K | Purchase, 2024-02-16
| 27 | |
| VANGUARD EXTENDED MARKET ETF | $100K - $250K | Purchase, 2024-02-05
| 28 | |
| VANGUARD EXTENDED MARKET ETF | $100K - $250K | Purchase, 2024-02-13
| 29 | |
| VANGUARD FTSE EMERGING MARKE | $100K - $250K | Purchase, 2024-08-02
| 30 | |
| VANGUARD GROWTH ETF | $100K - $250K | Purchase, 2024-01-31
| 31 | |
| Vanguard Russell 2000 ETF | $100K - $250K | Purchase, 2024-02-13
| 33 | |
| VANGUARD S&P 500 ETF | $100K - $250K | Purchase, 2024-01-31
| 34 | |
| VANGUARD TOT WORLD STK ETF | $100K - $250K | Purchase, 2024-02-05
| 36 | |
| VANGUARD TOT WORLD STK ETF | $100K - $250K | Purchase, 2024-02-08
| 37 | |
| VANGUARD TOT WORLD STK ETF | $100K - $250K | Purchase, 2024-02-13
| 38 | |
| VANGUARD VALUE ETF | $100K - $250K | Purchase, 2024-01-24
| 41 | |
| VANGUARD VALUE ETF | $100K - $250K | Purchase, 2024-02-13
| 42 | |
| VANGUARD TOT WORLD STK ETF | $250K - $500K | Purchase, 2024-02-08
| 43 | |
| VANGUARD TOT WORLD STK ETF | $250K - $500K | Purchase, 2024-02-13
| 44 | |
| ISHARES CORE MSCI EMERGING | $50,001 - $100K | Purchase, 2024-01-24
| 45 | |
| ISHARES RUSSELL 3000 ETF | $50,001 - $100K | Purchase, 2024-01-31
| 46 | |
| ISHARES RUSSELL 3000 ETF | $50,001 - $100K | Purchase, 2024-02-13
| 47 | |
| SCHWAB US LARGE-CAP ETF | $50,001 - $100K | Purchase, 2024-01-31
| 48 | |
| VANGUARD EXTENDED MARKET ETF | $50,001 - $100K | Purchase, 2024-02-13
| 49 | |
| VANGUARD FTSE EMERGING MARKE | $50,001 - $100K | Purchase, 2024-02-02
| 50 | |
| VANGUARD GROWTH ETF | $50,001 - $100K | Purchase, 2024-02-13
| 51 | |
| FIDELITY MSCI REAL ESTATE INDEX ETF | $1,001 - $15,000 | Purchase, 2024-01-31
| Roth IRA | 52 |
| FIDELITY ZERO TOTAL MARKET INDEX | $1,001 - $15,000 | Purchase, 2024-01-12
| Roth IRA | 53 |
| DC College Savings 2040 Portfolio | $1,001 - $15,000 | Purchase, 2024-01-05
| College Fund | 54 |
| DC College Savings 2040 Portfolio | $1,001 - $15,000 | Purchase, 2024-01-10
| College fund | 55 |
| residential condo in Washington DC | $100K - $250K | Sale, 2024-03-04
| sold 300 sqf rental property. | 56 |
| DFA US SMALL CAP VALUE I | $1,001 - $15,000 | Sale, 2024-11-20
| Automatic rebalancing done in old 401(k) | 57 |
| Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX) | $1,001 - $15,000 | Purchase, 2024-11-20
| Automatic rebalancing done in old 401(k) | 58 |
| DFA US SMALL CAP VALUE I | $1,001 - $15,000 | Sale, 2024-02-20
| Automatic rebalancing done in old 401(k) | 59 |
| Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX) | $1,001 - $15,000 | Purchase, 2024-02-20
| Automatic rebalancing done in old 401(k) | 60 |
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. |
|---|---|---|---|
| Commonwealth Bank of Australia (both rental properties in Tokyo, Adachi-Ku & Minato) | type: Mortgage (investment/rent al property), amount: $50,001 - $100,000, year-incurred: 2010, rate: 2.1%, term: 25 years | This loan, denominated in Japanese Yen, is held by the Tokyo branch of Commonwealth Branch of Australia. | 1 |
| Truist (formerly BB&T) | type: Mortgage (investment/rent al property), amount: $100,001 - $250,000, year-incurred: 2015, rate: 4.25%, term: 30 years | Paid in full in 2024 | 2 |
| Truist (formerly BB&T); this is Washington, DC rental property #2) | type: Mortgage (investment/rent al property), amount: $100,001 - $250,000, year-incurred: 2015, rate: 4.25%, term: 30 years | 3 | |
| Truist (formerly Suntrust Bank) | type: Mortgage on Personal Residence, amount: $250,001 - $500,000, year-incurred: 2020, rate: 2.875%, term: 30 years | 4 | |
| Interactive Brokers | type: Margin Account Loan, amount: $50,001 - $100,000, year-incurred: 2015, rate: 2.25%, term: Open Ended | Dec 2023 - paid in full. | 5 |
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.
