Kenneth Kies
Reported Asset Values
$11M–$41M+
The data on this page comes from a financial disclosure filed by Kenneth Kies, who was picked to be: Assistant Secretary for Tax Policy, Department of the Treasury. 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)
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 | ||||
| Cash (Sweep Account) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| ABBOTT LABORATORIES (ABT) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| AT&T Inc (t) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| BlackRock, Inc. (BLK) | $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 | ||
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| Boston Scientific Corp. (BSX) | None (or less than $1,001) | None (or less than $201) | 1.11 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Chevron Corp. (CVX) | None (or less than $1,001) | None (or less than $201) | 1.13 | ||
| Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| ConocoPhillips (COP) | None (or less than $1,001) | None (or less than $201) | 1.16 | ||
| Constellation Energy Corporation Common Stock (CEG) | None (or less than $1,001) | None (or less than $201) | 1.17 | ||
| Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| Deere & Co. (DE) | None (or less than $1,001) | None (or less than $201) | 1.19 | ||
| The Walt Disney Co. (DIS) | None (or less than $1,001) | None (or less than $201) | 1.20 | ||
| Eli Lilly & Co. (LLY) | None (or less than $1,001) | None (or less than $201) | 1.21 | ||
| Equinix, Inc. (EQIX) | None (or less than $1,001) | None (or less than $201) | 1.22 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| General Electric Co. (GE) | None (or less than $1,001) | None (or less than $201) | 1.24 | ||
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| KKR & Co., Inc. (KKR) | $1,001 - $15,000 | None (or less than $201) | 1.28 | ||
| Marvell Technology Group Ltd. (MRVL) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 1.30 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 1.33 | ||
| Mondelez International, Inc. (MDLZ) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Morgan Stanley (ms) | $1,001 - $15,000 | None (or less than $201) | 1.35 | ||
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| Northrop Grumman Corp. (NOC) | None (or less than $1,001) | None (or less than $201) | 1.37 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 1.38 | ||
| Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 | None (or less than $201) | 1.39 | ||
| The PNC Financial Services Group, Inc. (PNC) | $1,001 - $15,000 | None (or less than $201) | 1.40 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 1.41 | ||
| Prologis, Inc. (PLD) | $1,001 - $15,000 | None (or less than $201) | 1.42 | ||
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1.43 | ||
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 1.45 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 1.46 | ||
| Uber Technologies, Inc. (UBER) | None (or less than $1,001) | None (or less than $201) | 1.47 | ||
| Union Pacific Corp. (UNP) | None (or less than $1,001) | None (or less than $201) | 1.48 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 1.49 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 1.50 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 1.51 | ||
| Waste Management, Inc. (WM) | $1,001 - $15,000 | None (or less than $201) | 1.52 | ||
| 3M Co. (MMM) | None (or less than $1,001) | None (or less than $201) | 1.53 | ||
| Becton, Dickinson and Company (BDX) | $1,001 - $15,000 | None (or less than $201) | 1.54 | ||
| Cheniere Energy, Inc. (LNG) | None (or less than $1,001) | None (or less than $201) | 1.55 | ||
| DuPont de Nemours, Inc. (DD) | None (or less than $1,001) | None (or less than $201) | 1.56 | ||
| Freeport-McMoRan, Inc. (FCX) | None (or less than $1,001) | None (or less than $201) | 1.57 | ||
| General Motors Co. (GM) | None (or less than $1,001) | None (or less than $201) | 1.58 | ||
| Hilton Worldwide Holdings, Inc. (HLT) | None (or less than $1,001) | None (or less than $201) | 1.59 | ||
| Shares Russell Mid-Cap ETF (IWR) | $50,001 - $100K | None (or less than $201) | 1.60 | ||
| L3Harris Technologies, Inc. (LHX) | None (or less than $1,001) | None (or less than $201) | 1.61 | ||
| MetLife, Inc. (MET) | None (or less than $1,001) | None (or less than $201) | 1.62 | ||
| Nutanix, Inc. (NTNX) | None (or less than $1,001) | None (or less than $201) | 1.63 | ||
| Quanta Services, Inc. (PWR) | $1,001 - $15,000 | None (or less than $201) | 1.64 | ||
| Sempra Energy (SRE) | $1,001 - $15,000 | None (or less than $201) | 1.65 | ||
| Sysco Corp. (SYY) | $1,001 - $15,000 | None (or less than $201) | 1.66 | ||
| Target Corp. (TGT) | None (or less than $1,001) | None (or less than $201) | 1.67 | ||
| Valero Energy Corp. (VLO) | $1,001 - $15,000 | None (or less than $201) | 1.68 | ||
| Vertiv Holdings LLC Class A Common Stock (VRT) | $1,001 - $15,000 | None (or less than $201) | 1.69 | ||
| Vistra Energy Corp. (VST) | None (or less than $1,001) | None (or less than $201) | 1.70 | ||
| ISHARES RUSSELL 2000 ETF (IWM) | $15,001 - $50,000 | None (or less than $201) | 1.71 | ||
| MGM RESORTS INTERNATIONAL (MGM) | None (or less than $1,001) | None (or less than $201) | 1.72 | ||
| SPDR S&P Biotech ETF (XBI) | $1,001 - $15,000 | None (or less than $201) | 1.73 | ||
| ASML Holding N.V. New York Registry Shares (ASML) | $1,001 - $15,000 | None (or less than $201) | 1.74 | ||
| AstraZeneca PLC American Depositary Shares (AZN) | $1,001 - $15,000 | None (or less than $201) | 1.75 | ||
| Eaton Corp. Plc (ETN) | $1,001 - $15,000 | None (or less than $201) | 1.76 | ||
| LVMH Moet Hennessy - Louis Vuitton (LVMUY) | None (or less than $1,001) | None (or less than $201) | 1.77 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $15,001 - $50,000 | None (or less than $201) | 1.78 | ||
| Vanguard Emerging Markets Stock Index Fund ETF Shares (VWO) | $15,001 - $50,000 | None (or less than $201) | 1.79 | ||
| Shares Core US Aggregate Bond ETF (AGG) | $100K - $250K | None (or less than $201) | 1.80 | ||
| Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $50,001 - $100K | None (or less than $201) | 1.81 | ||
| Federal Policy Group 401(k) Plan | 2 | ||||
| Nuveen Winslow Large-Cap Growth ESG Fund Class I Shares (NVLIX) | $1M - $5M | None (or less than $201) | 2.1 | ||
| Federal Policy Group (law firm) | $250K - $500K | $1M | Business Fee Earnings | 3 | |
| Federal Policy Group Trademark (value not readily ascertainable) | None (or less than $1,001) | None (or less than $201) | Federal Policy Group intellectual property inclusive of Federal Policy Group Roundup & Federal Policy Group Wrap Up news updates. | 3.1 |
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. |
|---|---|---|---|
| Federal Policy Group 401(k) | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. (2002-02-01) | 1 | |
| Federal Policy Group, LLC | My legal practice will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service. (2025-02-01) | 2 |
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. |
|---|---|---|---|
| American Automotive Leasing Association | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 1 | |
| Glenview Capital Management | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 2 | |
| Elliott Management | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 3 | |
| National Association of Real Estate Investment Trusts | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 4 | |
| General Atlantic | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 5 | |
| Council on Foundations | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 6 | |
| White Mountains Insurance Group | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 7 | |
| Arch Capital | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 8 | |
| Donald Trump | Tax technical advice; tax controversy advice (client of Federal Policy Group) | 9 | |
| James Chi | IRS tax administrative (client of Federal Policy Group) | 10 | |
| Jim Hebets | IRS tax administrative (client of Federal Policy Group) | 11 | |
| Health Equity | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 12 | |
| Cruise Line International Association | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 13 | |
| WateReuse Association | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 14 | |
| Kars for Kids | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 15 | |
| The Gottlieb Organization | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 16 | |
| Millenium Management, LLC | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 17 | |
| Finseca | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 18 | |
| William Sudhaus | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 19 | |
| Microsoft | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 20 | |
| Federal Policy Group LLC | Owner & Managing Director | 21 | |
| U.S. Mortgage Insurers | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 22 | |
| Cigar Association of America | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 23 | |
| Genie Energy, Ltd | Tax technical advice; tax legislative; tax regulatory (client of Federal Policy Group) | 24 |
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. |
|---|---|---|---|---|---|
| IRA #1 | 1 | ||||
| Cash (Sweep Account) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| DFA Inflation-Protected Securities Portfolio Institutional Class Shares (DIPSX) | $50,001 - $100K | None (or less than $201) | 1.2 | ||
| DFA Investment Grade Portfolio (DFAPX) | $100K - $250K | None (or less than $201) | 1.3 | ||
| DFA One-Year Fixed Income Portfolio Institutional Class Shares (DFIHX) | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| DFA Selectively HedgedGlobal Fixed Income Portfolio (DFSHX) | $50,001 - $100K | None (or less than $201) | 1.5 | ||
| DFA Two-YearGlobal Fixed Income Portfolio Institutional Class Shares (DFGFX) | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX) | $15,001 - $50,000 | None (or less than $201) | 1.7 | ||
| DFAGlobal Real Estate Securities Portfolio (DFGEX) | $15,001 - $50,000 | None (or less than $201) | 1.8 | ||
| International Core Equity Portfolio Institutional Class Shares (DFIEX) | $100K - $250K | None (or less than $201) | 1.9 | ||
| US Core Equity 1 Portfolio Institutional Class Shares (DFEOX) | $250K - $500K | None (or less than $201) | 1.10 | ||
| Dimensional International Vector Equity ETF (DXIV) | $15,001 - $50,000 | None (or less than $201) | 1.11 | ||
| Dimensional Short-Duration Fixed Income ETF Dimensional Short-Duration Fixed Income ETF (DFSD) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Dimensional US Vector Equity ETF (DXUV) | $50,001 - $100K | None (or less than $201) | 1.13 | ||
| Dimensional Core Fixed Income ETF Dimensional Core Fixed Income ETF (DFCF) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| Dimensional Inflation-Protected Securities ETF Dimensional Inflation-Protected Securities ETF (DFIP) | $1,001 - $15,000 | None (or less than $201) | 1.15 |
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. |
|---|---|---|---|---|---|
| BROKERAGE ACCOUNT | 1 | ||||
| Fidelity Treasury Money Market Fund Daily Money Class Shares (FDUXX) | $15,001 - $50,000 | None (or less than $201) | 1.1 | ||
| ARMOUR Residential REIT, Inc. (ARR) | $250K - $500K | $15,001 - $50,000 | Dividends | 1.2 | |
| CloughGlobal Equity Fund (GLQ) | $100K - $250K | $15,001 - $50,000 | 1.3 | ||
| Clough Global Opportunities Fund (GLO) | $100K - $250K | $15,001 - $50,000 | 1.4 | ||
| Eaton Vance Short Duration Diversified Income Fund (EVG) | $250K - $500K | $15,001 - $50,000 | 1.5 | ||
| High Income Securities Fund (PCF) | $250K - $500K | $15,001 - $50,000 | 1.6 | ||
| OFS Credit Company Inc. (OCCI) | $250K - $500K | $50,001 - $100K | 1.7 | ||
| Oxford Lane Capital Corp (OXLC) | $250K - $500K | $50,001 - $100K | 1.8 | ||
| RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (OPP) | $100K - $250K | $15,001 - $50,000 | 1.9 | ||
| TempletonEmerging Markets Income Fund (TEI) | $250K - $500K | $15,001 - $50,000 | 1.10 | ||
| Global X Russell 2000 Covered Call ETF (RYLD) | $250K - $500K | $15,001 - $50,000 | 1.11 | ||
| YieldMax NVDA Option Income Strategy ETF (NVDY) | $100K - $250K | None (or less than $201) | 1.12 | ||
| YieldMax TSLA Option Income Strategy ETF (TSLY) | $50,001 - $100K | None (or less than $201) | 1.13 | ||
| YieldMax Ultra Option Income Strategy ETF (ULTY) | $50,001 - $100K | None (or less than $201) | 1.14 | ||
| UBS ETRACS Crude Oil Shares Covered Call ETN (USOI) | $250K - $500K | $50,001 - $100K | Interest | 1.15 | |
| UBS ETRACS Gold Shares Covered Call ETN (GLDI) | $250K - $500K | $15,001 - $50,000 | Interest | 1.16 | |
| Aberdeen Income Credit Strategies Fund (ACP) | $250K - $500K | $15,001 - $50,000 | 1.17 | ||
| U.S. credit union (Cash) | $100K - $250K | $1,001 - $2,500 | Interest | 2 | |
| Derive Ventures Fund I, LLC | 3 | ||||
| Local House International (dba Life House Hotels - independent hotels) | $100K - $250K | $1,001 - $2,500 | Capital Gains | 3.1 | |
| Thayer Ventures Affiliates Fund IV | $2,501 - $5,000 | Capital Gains | 4 | ||
| Booster Fuels, Inc (Energy Technology Application) | $15,001 - $50,000 | 4.1 | |||
| Bounce, Inc (Travel Storage Technology) | $15,001 - $50,000 | 4.2 | |||
| Canary Technologies (Hospitality Guest Management Technology) | $1,001 - $15,000 | 4.3 | |||
| Cruisebound, Inc (Cruise Travel Booking Technology) | $15,001 - $50,000 | 4.4 | |||
| Derive Ventures Fund I, LP | $15,001 - $50,000 | 4.5 | |||
| Canary Technologies (Hospitality Guest Management Software) | 4.5.1 | ||||
| MarginEdge (Restaurant Payment Platform) | 4.5.2 | ||||
| Lendflow (Lending technology platform) | 4.5.3 | ||||
| Cents (Garments Payments System) | 4.5.4 | ||||
| Cardless (Credit Card Payment Platform) | 4.5.5 | ||||
| Runwise (Climate Technology Software) | 4.5.6 | ||||
| Scale Computing (Data Storage & Processing) | 4.5.7 | ||||
| Domuso (Digital Payment Platform) | 4.5.8 | ||||
| Katanox (Travel Distribution Platform) | 4.5.9 | ||||
| Orderful (Electronic Data Platform) | 4.5.10 | ||||
| Spry (Athletics Management Software) | 4.5.11 | ||||
| Plentiful (Agriculture Inventory Software) | 4.5.12 | ||||
| Directo (Travel Web Browser Extension) | 4.5.13 | ||||
| Gravity Haus (Hospitality Management) | 4.5.14 | ||||
| Operto Guest Technologies (Property Access Control Technology) | 4.5.15 | ||||
| Stayflexi (Hotel Operating Software) | 4.5.16 | ||||
| Nestment (Residential Real Estate Sales Platform) | 4.5.17 | ||||
| Topkey (Financial Management Platform) | 4.5.18 | ||||
| Aspect (Vacation Rentals Operator) | 4.5.19 | ||||
| PayTheory (Payment Software Platform) | 4.5.20 | ||||
| Aventuur (Surf Parks Operator) | 4.5.21 | ||||
| Sensible Weather (Insurance Technology) | 4.5.22 | ||||
| Meez (Restaurant Education Software) | 4.5.23 | ||||
| Skipper (Hotel Booking Engine) | 4.5.24 | ||||
| Vend (Parking Management Technology) | 4.5.25 | ||||
| Way (Hospitality Experience Software) | 4.5.26 | ||||
| Roots Natural Kitchen (Restaurant Chain) | 4.5.27 | ||||
| Naya Homes (Short term rental operator) | 4.5.28 | ||||
| Paradero (Resort Property) | 4.5.29 | ||||
| Yada.AI (Hospitality Messaging Software) | 4.5.30 | ||||
| Redeam (Ticket Distribution Platform) | 4.5.31 | ||||
| Derive Ventures GP I | $15,001 - $50,000 | The only holding of Derive Ventures GP I, LLC is the GP commitment and economic interest in Derive Ventures Fund I, LP. | 4.6 | ||
| NLX, Inc (Conversational AI Technology Platform) | $15,001 - $50,000 | 4.7 | |||
| Operto Guest Technologies (Property Access Control Technology) | $15,001 - $50,000 | 4.8 | |||
| Point.Me, Inc (Award Travel Booking Technology) | $50,001 - $100K | 4.9 | |||
| Redeam (Ticket Distribution Platform) | $1,001 - $15,000 | 4.10 | |||
| Resilient Solutions 21 (Data Science Technology) | $15,001 - $50,000 | 4.11 | |||
| Hyperguest, Inc (Hotel Bookings Operations Technology) | $15,001 - $50,000 | 4.12 | |||
| Safara Travel, Inc (Online Travel Technology) | $15,001 - $50,000 | 4.13 | |||
| TripSuite, Inc (Travel Agency Software) | $1,001 - $15,000 | 4.14 | |||
| Thayer Ventures Affiliates Fund III | $5,001 - $15,000 | Capital Gains | 5 | ||
| Beekeeper Holding, Inc (Digital Employee Platform Technology) | $50,001 - $100K | 5.1 | |||
| Canary Technologies (Hospitality Guest Management Technology) | $50,001 - $100K | 5.2 | |||
| ChronicleMe (Social Network Technology Platform) | $15,001 - $50,000 | 5.3 | |||
| May Mobility (Autonomous Driving Technology) | $50,001 - $100K | 5.4 | |||
| Meili Travel (Travel Advertising & Retail Technology Platform) | $1,001 - $15,000 | 5.5 | |||
| Mews Systems BV (Hospitality Industry Operations Software) | $100K - $250K | 5.6 | |||
| Milly Works, Inc (Accounting Software) | $1,001 - $15,000 | 5.7 | |||
| Rest (Hospitality Smoke Detection Technology) | $1,001 - $15,000 | 5.8 | |||
| Redeam (Ticket Distribution Platform) | $1,001 - $15,000 | 5.9 | |||
| Super (Travel Savings/Rewards Technology) | $50,001 - $100K | 5.10 | |||
| Deal Engine, Inc (Travel Refund Software) | $15,001 - $50,000 | 5.11 | |||
| Chain Bridge Bancorp (CBNA) | $100K - $250K | None (or less than $201) | 6 | ||
| Phoenix IP LLC, Corporate Bond (Preferred Debt Instrument) | $100K - $250K | $5,001 - $15,000 | Interest | Phoenix IP LLC owner of MetroCenter Mall, Phoenix, AZ | 7 |
| Securian Financial Whole Life | $250K - $500K | $15,001 - $50,000 | Dividends | 8 | |
| Lincoln Financial Whole Life | $100K - $250K | $5,001 - $15,000 | Dividends | 9 | |
| VA (College America) College Savings Plan Dependent #1 | 10 | ||||
| AMCAP Fund Class 529-A Shares (CAFAX) | $15,001 - $50,000 | None (or less than $201) | 10.1 | ||
| American High-Income Trust Class 529-A Shares (CITAX) | $1,001 - $15,000 | None (or less than $201) | 10.2 | ||
| American Mutual Fund Class 529-A Shares (CMLAX) | $15,001 - $50,000 | None (or less than $201) | 10.3 | ||
| EuroPacific Growth Fund Class 529-A Shares (CEUAX) | $1,001 - $15,000 | None (or less than $201) | 10.4 | ||
| American SMALLCAP World Fund, Inc Class 529-A Shares (CSPAX) | $1,001 - $15,000 | None (or less than $201) | 10.5 | ||
| Residential Real Estate #1, Kill Devil Hills, NC | $1M - $5M | $100K - $1M | Rent or Royalties | Managed by Carolina Designs Realty, Duck, NC. | 11 |
| Residential Real Estate #2, Kill Devil Hills, NC | $5M - $25M | $100K - $1M | Rent or Royalties | Managed by Carolina Designs Realty, Duck, NC. | 12 |
| VA (College America) College Savings Plan Dependent #2 | 13 | ||||
| AMCAP Fund Class 529-A Shares (CAFAX) | $1,001 - $15,000 | None (or less than $201) | 13.1 | ||
| American Funds Global Balanced Fund Class 529-A Shares (CBFAX) | $15,001 - $50,000 | None (or less than $201) | 13.2 | ||
| American High-Income Trust Class 529-A Shares (CITAX) | None (or less than $1,001) | None (or less than $201) | 13.3 | ||
| American Mutual Fund Class 529-A Shares (CMLAX) | $1,001 - $15,000 | None (or less than $201) | 13.4 | ||
| Euro Pacific Growth Fund Class 529-A Shares (CEUAX) | $1,001 - $15,000 | None (or less than $201) | 13.5 | ||
| American SMALLCAP World Fund, Inc Class 529-A Shares (CSPAX) | $1,001 - $15,000 | None (or less than $201) | 13.6 | ||
| brokerage account #2 | 14 | ||||
| Cash (Sweep Account) | $1,001 - $15,000 | None (or less than $201) | 14.1 | ||
| Ellington Financial, Inc. (EFC) | None (or less than $1,001) | None (or less than $201) | 14.2 |
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. |
|---|---|---|---|---|
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | Sale, 2025-09-22
 | 1 | |
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | Sale, 2025-09-22
| 2 | |
| Apple, Inc. (AAPL) | $1,001 - $15,000 | Sale, 2025-09-22
| 3 | |
| AT&T (T) | $1,001 - $15,000 | Sale, 2025-09-22
| 4 | |
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | Sale, 2025-09-22
| 5 | |
| Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | Sale, 2025-09-22
| 6 | |
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | Sale, 2025-09-22
| 7 | |
| KKR & Co., Inc. (KKR) | $1,001 - $15,000 | Sale, 2025-09-22
| 8 | |
| Mastercard, Inc. (MA) | $1,001 - $15,000 | Sale, 2025-09-22
| 9 | |
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | Sale, 2025-09-22
| 10 | |
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | Sale, 2025-09-22
| 11 | |
| Northrop Grumman Corp. (NOC) | $1,001 - $15,000 | Sale, 2025-09-22
| 12 | |
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | Sale, 2025-09-22
| 13 | |
| Salesforce.com, inc. (CRM) | $1,001 - $15,000 | Sale, 2025-09-22
| 14 | |
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | Sale, 2025-09-22
| 15 | |
| Visa, Inc. (V) | $1,001 - $15,000 | Sale, 2025-09-22
| 16 | |
| Ellington Financial, Inc. (EFC) | $1,001 - $15,000 | Sale, 2025-09-22
| 17 | |
| Chain Bridge Bancorp (CBNA) | $100K - $250K | Sale, 2025-10-02
| 18 |
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)
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.
Join us on Wednesday, April 8 for a walkthrough of ProPublica's new database of financial disclosures from Trump appointees and any potential conflicts they reveal. Register here.
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Read ProPublica reporting on the disclosure documents.
