Bethany Kozma
The data on this page comes from a financial disclosure filed by Bethany Kozma, who was picked to be: Senior Advisor, Department of Health & Human Services in February, 2025. 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. |
|---|---|---|---|
| Keystone Policy | Chief Executive Officer, 4/2022 - Present | 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. |
|---|---|---|---|
| Keystone Policy | This non-profit organization will remain dormant for the duration of my appointment. (2022-04-01) | 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. |
|---|---|---|---|---|---|
| Intel Corporation | salary, bonus, commissions | 1 | |||
| Intel Corporation, 401(k) Plan | 2 | ||||
| Fidelity Growth Company Commingled Pool | $100K - $250K | None (or less than $201) | 2.1 | ||
| Intel Stock Fund | $15,001 - $50,000 | None (or less than $201) | 2.2 | ||
| Intel Corporation (INTC) | $1,001 - $15,000 | None (or less than $201) | 3 | ||
| Intel Corporation, vested RSUs | Cash payment | 4 |
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 | 1 | ||||
| Fannie Mae (FNMA) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| U.S. Bank #1 (Cash) | $15,001 - $50,000 | None (or less than $201) | 2 | ||
| U.S. Bank #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | 3 | ||
| Northern Virginia Electric Cooperative capital account | $1,001 - $15,000 | None (or less than $201) | 4 | ||
| U.S. Bank #3 (Cash) | $1,001 - $15,000 | $201 - $1,000 | Interest | 5 | |
| The Walt Disney Company (DIS) | $1,001 - $15,000 | None (or less than $201) | 6 | ||
| CHEVRON CORPORATION (CVX) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 7 | |
| Storytell.AI | $1,001 - $15,000 | None (or less than $201) | 8 | ||
| brokerage account #2 | 9 | ||||
| Intel Corporation (INTC) | $1,001 - $15,000 | None (or less than $201) | 9.1 | ||
| U.S. brokerage account (Cash) | $15,001 - $50,000 | None (or less than $201) | 9.2 | ||
| "Feeling the Touch," LoC reference number PAu001901648 (value not readily ascertainable) | None (or less than $201) | 10 |
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. |
|---|---|---|---|
| Wells Fargo | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2024, rate: Zero percent, term: Revolving | The reported rate is a promotional period rate. | 1 |
| Bank of America | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2023, rate: Zero percent, term: Revolving | The reported rate is a promotional period rate. | 2 |
| Bank of America | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2024, rate: Zero percent, term: Revolving | The reported rate is a promotional period rate. | 3 |
| Barclay | type: Credit Card, amount: $15,001 - $50,000, year-incurred: 2023, rate: Zero percent, term: Revolving | The reported rate is a promotional period rate. | 4 |
| Barclay | type: Credit Card, amount: $10,001 - $15,000, year-incurred: 2022, rate: Zero percent, term: Revolving | The reported rate is a promotional period rate. | 5 |
| Discover | type: Credit Card, amount: $10,001 - $15,000, year-incurred: 2024, rate: Zero percent, term: Revolving | The reported rate is a promotional period rate. | 6 |
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.
