David Keeling
The data on this page comes from a financial disclosure filed by David Keeling, who was picked to be: Assistant Secretary for Occupational Safety and Health, Department of Labor. 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. |
|---|---|---|---|
| Coleman Research Group, Inc. | Consultant, 7/2023 - Present | 1 | |
| Gerson Lehrman Group, Inc. | Consultant, 7/2023 - Present | 2 | |
| Guidepoint Global LLC | Consultant, 7/2023 - Present | 3 | |
| Bailey & Greer PLLC | Consultant, 1/2024 - 8/2024 | 4 | |
| Amazon.com Services LLC | Employee, 7/2021 - 5/2023 | 5 | |
| Keeling Living Trust | Trustee, 4/2024 - Present | 6 |
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. |
|---|---|---|---|---|---|
| UPS - United Parcel Service, defined benefit plan (value not readily ascertainable) | $88,700 | Retirement Payments (annual) | 1 | ||
| UPS/Teamster Pension Plan, defined benefit plan (value not readily ascertainable) | $347 | Retirement Payments (annual) | 2 | ||
| TRADITIONAL IRA | 3 | ||||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Abbvie, Inc. (ABBV) | $15,001 - $50,000 | None (or less than $201) | 3.2 | ||
| Accenture plc (ACN) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| Air Products and Chemicals, Inc. (APD) | $15,001 - $50,000 | None (or less than $201) | 3.5 | ||
| Alphabet, Inc. (GOOG) | $15,001 - $50,000 | None (or less than $201) | 3.6 | ||
| Altria Group, Inc. (MO) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| American Express Co. (AXP) | $15,001 - $50,000 | None (or less than $201) | 3.9 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | 3.11 | ||
| AutoZone, Inc. (AZO) | $15,001 - $50,000 | None (or less than $201) | 3.12 | ||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 3.13 | ||
| Broadcom, Inc. (AVGO) | $50,001 - $100K | None (or less than $201) | 3.14 | ||
| Cadence Design Systems, Inc. (CDNS) | $1,001 - $15,000 | None (or less than $201) | 3.15 | ||
| Cardinal Health, Inc. (CAH) | $15,001 - $50,000 | None (or less than $201) | 3.16 | ||
| Caterpillar, Inc. (CAT) | $1,001 - $15,000 | None (or less than $201) | 3.17 | ||
| Chevron Corp. (CVX) | $15,001 - $50,000 | None (or less than $201) | 3.18 | ||
| Cisco Systems, Inc. (CSCO) | $15,001 - $50,000 | None (or less than $201) | 3.19 | ||
| Citizens Financial Group Inc. Common Stock (CFG) | $15,001 - $50,000 | None (or less than $201) | 3.20 | ||
| The Coca-Cola Co. (KO) | $15,001 - $50,000 | None (or less than $201) | 3.21 | ||
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | 3.22 | ||
| Constellation Brands, Inc. (STZ) | $1,001 - $15,000 | None (or less than $201) | 3.23 | ||
| Deere & Co. (DE) | $1,001 - $15,000 | None (or less than $201) | 3.24 | ||
| Duke Energy Corp. (DUK) | $1,001 - $15,000 | None (or less than $201) | 3.25 | ||
| Eastman Chemical Co. (EMN) | $15,001 - $50,000 | None (or less than $201) | 3.26 | ||
| Edison International (EIX) | $1,001 - $15,000 | None (or less than $201) | 3.27 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 3.28 | ||
| Fortinet, Inc. (FTNT) | $1,001 - $15,000 | None (or less than $201) | 3.29 | ||
| General Dynamics Corp. (GD) | $1,001 - $15,000 | None (or less than $201) | 3.30 | ||
| The Home Depot, Inc. (HD) | $15,001 - $50,000 | None (or less than $201) | 3.31 | ||
| International Business Machines Corp. (IBM) | $1,001 - $15,000 | None (or less than $201) | 3.32 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | 3.33 | ||
| JPMorgan Chase & Co. (JPM) | $15,001 - $50,000 | None (or less than $201) | 3.34 | ||
| Kimberly-Clark Corp. (KMB) | $1,001 - $15,000 | None (or less than $201) | 3.35 | ||
| L3Harris Technologies, Inc. (LHX) | $1,001 - $15,000 | None (or less than $201) | 3.36 | ||
| Laboratory Corp. of America Holdings (LH) | $1,001 - $15,000 | None (or less than $201) | 3.37 | ||
| Lam Research Corp. (LRCX) | $1,001 - $15,000 | None (or less than $201) | 3.38 | ||
| Lockheed Martin Corp. (LMT) | $15,001 - $50,000 | None (or less than $201) | 3.39 | ||
| LyondellBasell Industries NV (LYB) | $1,001 - $15,000 | None (or less than $201) | 3.40 | ||
| M&T Bank Corp. (MTB) | $15,001 - $50,000 | None (or less than $201) | 3.41 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | 3.42 | ||
| McKesson Corp. (MCK) | $1,001 - $15,000 | None (or less than $201) | 3.43 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 3.44 | ||
| MetLife, Inc. (MET) | $1,001 - $15,000 | None (or less than $201) | 3.45 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 3.46 | ||
| Northrop Grumman Corp. (NOC) | $1,001 - $15,000 | None (or less than $201) | 3.47 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 3.48 | ||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | 3.49 | ||
| PepsiCo, Inc. (PEP) | $1,001 - $15,000 | None (or less than $201) | 3.50 | ||
| Pfizer Inc. (PFE) | $1,001 - $15,000 | None (or less than $201) | 3.51 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 3.52 | ||
| Prudential Financial, Inc. (PRU) | $1,001 - $15,000 | None (or less than $201) | 3.53 | ||
| Ross Stores, Inc. (ROST) | $1,001 - $15,000 | None (or less than $201) | 3.54 | ||
| Raytheon Technologies Corporation Common Stock (RTX) | $15,001 - $50,000 | None (or less than $201) | 3.55 | ||
| Salesforce.com, inc. (CRM) | $15,001 - $50,000 | None (or less than $201) | 3.56 | ||
| Seagate Technology Plc (STX) | $15,001 - $50,000 | None (or less than $201) | 3.57 | ||
| Sempra Energy (SRE) | $1,001 - $15,000 | None (or less than $201) | 3.58 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 3.59 | ||
| State Street Corp. (STT) | $1,001 - $15,000 | None (or less than $201) | 3.60 | ||
| Sysco Corp. (SYY) | $1,001 - $15,000 | None (or less than $201) | 3.61 | ||
| T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | None (or less than $201) | 3.62 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $15,001 - $50,000 | None (or less than $201) | 3.63 | ||
| Truist Financial Corporation Common Stock (TFC) | $15,001 - $50,000 | None (or less than $201) | 3.64 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 3.65 | ||
| Valero Energy Corp. (VLO) | $1,001 - $15,000 | None (or less than $201) | 3.66 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 3.67 | ||
| Visa, Inc. (V) | $15,001 - $50,000 | None (or less than $201) | 3.68 | ||
| Walmart, Inc. (WMT) | $15,001 - $50,000 | None (or less than $201) | 3.69 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 3.70 | ||
| Waste Connections Inc. Common Shares (WCN) | $1,001 - $15,000 | None (or less than $201) | 3.71 | ||
| Western Digital Corp. (WDC) | $1,001 - $15,000 | None (or less than $201) | 3.72 | ||
| QUALCOMM, Inc., bonds | $1,001 - $15,000 | None (or less than $201) | 3.73 | ||
| PayPal Holdings, Inc., bonds | $1,001 - $15,000 | None (or less than $201) | 3.74 | ||
| Meta Platforms Inc., bonds | $1,001 - $15,000 | None (or less than $201) | 3.75 | ||
| Philip Morris International, Inc. (PM) | $1,001 - $15,000 | None (or less than $201) | 3.76 | ||
| Southern California Edison Co, bonds | $1,001 - $15,000 | None (or less than $201) | 3.77 | ||
| Wyeth LLC, bond | $1,001 - $15,000 | None (or less than $201) | 3.78 | ||
| Lockheed Martin Corp., bonds | $1,001 - $15,000 | None (or less than $201) | 3.79 | ||
| IBM, bonds | $1,001 - $15,000 | None (or less than $201) | 3.80 | ||
| Intel Corp., bonds | $1,001 - $15,000 | None (or less than $201) | 3.81 | ||
| JPMORGAN CHASE & CO, bonds | None (or less than $1,001) | None (or less than $201) | 3.82 | ||
| Southern California Gas Co., bonds | $1,001 - $15,000 | None (or less than $201) | 3.83 | ||
| Coleman Research Group, Inc. (investment management) | $740 | consulting fees | 4 | ||
| Gerson Lehrman Group, Inc. (financial services) | $9,675 | consulting fees | 5 | ||
| Guidepoint Global LLC (business consulting) | $1,243 | consulting fees | 6 | ||
| Bailey & Greer PLLC (law firm) | $5,300 | consulting fees | 7 |
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)
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
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. |
|---|---|---|---|---|---|
| TRADITIONAL IRA | 1 | ||||
| U.S. Bank #1 (Cash) | None (or less than $1,001) | None (or less than $201) | 1.1 | ||
| Abbvie, Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| Citizens Financial Group Inc. Common Stock (CFG) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| Eastman Chemical Co. (EMN) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| M&T Bank Corp. (MTB) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| PepsiCo, Inc. (PEP) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 1.21 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| Truist Financial Corporation Common Stock (TFC) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| Roth IRA | 2 | ||||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 2.2 |
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. |
|---|---|---|---|---|---|
| Managed Account 1 | 1 | ||||
| U.S. Bank (Cash) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Abbvie, Inc. (ABBV) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.2 | |
| Accenture plc (ACN) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Altria Group, Inc. (MO) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| AutoZone, Inc. (AZO) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| Broadcom, Inc. (AVGO) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.12 | |
| Cadence Design Systems, Inc. (CDNS) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| Caterpillar, Inc. (CAT) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| Citizens Financial Group Inc. Common Stock (CFG) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.18 | |
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| Constellation Brands, Inc. (STZ) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| Deere & Co. (DE) | $1,001 - $15,000 | None (or less than $201) | 1.21 | ||
| Duke Energy Corp. (DUK) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| Eastman Chemical Co. (EMN) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| Edison International (EIX) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| Fortinet, Inc. (FTNT) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| General Dynamics Corp. (GD) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.28 | |
| International Business Machines Corp. (IBM) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.30 | |
| Kimberly-Clark Corp. (KMB) | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| L3Harris Technologies, Inc. (LHX) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Laboratory Corp. of America Holdings (LH) | $1,001 - $15,000 | None (or less than $201) | 1.33 | ||
| Lam Research Corp. (LRCX) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) | 1.35 | ||
| LyondellBasell Industries NV (LYB) | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| M&T Bank Corp. (MTB) | $1,001 - $15,000 | None (or less than $201) | 1.37 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | 1.38 | ||
| McKesson Corp. (MCK) | $1,001 - $15,000 | None (or less than $201) | 1.39 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 1.40 | ||
| MetLife, Inc. (MET) | $1,001 - $15,000 | None (or less than $201) | 1.41 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 1.42 | ||
| Northrop Grumman Corp. (NOC) | $1,001 - $15,000 | None (or less than $201) | 1.43 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | 1.45 | ||
| Pfizer Inc. (PFE) | $1,001 - $15,000 | None (or less than $201) | 1.46 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 1.47 | ||
| Prudential Financial, Inc. (PRU) | $1,001 - $15,000 | None (or less than $201) | 1.48 | ||
| Ross Stores, Inc. (ROST) | $1,001 - $15,000 | None (or less than $201) | 1.49 | ||
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1.50 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 1.51 | ||
| Seagate Technology Plc (STX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.52 | |
| Sempra Energy (SRE) | $1,001 - $15,000 | None (or less than $201) | 1.53 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 1.54 | ||
| State Street Corp. (STT) | $1,001 - $15,000 | None (or less than $201) | 1.55 | ||
| Sysco Corp. (SYY) | $1,001 - $15,000 | None (or less than $201) | 1.56 | ||
| T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | None (or less than $201) | 1.57 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | None (or less than $201) | 1.58 | ||
| Truist Financial Corporation Common Stock (TFC) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.59 | |
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 1.60 | ||
| Valero Energy Corp. (VLO) | $1,001 - $15,000 | None (or less than $201) | 1.61 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 1.62 | ||
| Walmart, Inc. (WMT) | $15,001 - $50,000 | None (or less than $201) | 1.63 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 1.64 | ||
| Waste Connections Inc. Common Shares (WCN) | $1,001 - $15,000 | None (or less than $201) | 1.65 | ||
| Western Digital Corp. (WDC) | $1,001 - $15,000 | None (or less than $201) | 1.66 | ||
| Meta Platforms Inc, bonds | $1,001 - $15,000 | None (or less than $201) | 1.67 | ||
| Southern California Edison Co, bonds | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.68 | |
| IBM, bonds | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.69 | |
| Intel Corp, bonds | $1,001 - $15,000 | $201 - $1,000 | Interest | 1.70 | |
| Cigna Corp. (CI) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.71 | |
| Adobe, Inc. (ADBE) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.72 | |
| JOHNSON & Johnson (JNJ) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.73 | |
| Comcast Corp. (CMCSA) | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 1.74 | |
| Managed Account 2 | 2 | ||||
| U.S. Bank (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| BROKERAGE ACCOUNT | 3 | ||||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Prudential Insurance Company of America, variable life | 4 | ||||
| PSF STOCK INDEX PORTFOLIO Class I | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| PSF SMALL-CAP STOCK INDEX PORTFOLIO Class I | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| BROKERAGE ACCOUNT | 5 | ||||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 5.2 |
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. |
|---|---|---|---|
| morgan stanley | type: Exercised Line of Credit, amount: $100,001 - $250,000, year-incurred: 2024, rate: 8.64, term: revolving | 1 | |
| Chase Visa | type: Credit Card, amount: $10,001 - $15,000, year-incurred: 2024, rate: 19.2, term: revolving | 2 | |
| morgan stanley | type: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2022, rate: 5.6, term: 30 year | 3 |


