Aaron Lukas
The data on this page comes from a financial disclosure filed by Aaron Lukas, who was picked to be: Principal Deputy Director of National Intelligence, Office of the Director of National Intelligence. 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. |
|---|---|---|---|
| Half Door Properties LLC | Co-owner, 2/2021 - Present | Used an online service to form an LLC with the intention of moving rental property into the corporation, but never did so. The LLC technically still exists but has no assets, has never been used, and I have no plans to use it during any period of government service. | 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. |
|---|---|---|---|---|---|
| Victory Roth IRA | 1 | ||||
| Victory Sustainable World Fund USAWX | $15,001 - $50,000 | None (or less than $201) | 1.1 | ||
| Victory Target Retirement 2040 URFRX | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| Schwab IRA | 2 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Schwab Roth IRA | 3 | ||||
| Two Harbors Investment Corp. (TWO) | None (or less than $1,001) | None (or less than $201) | 3.1 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Granite Point Mortgage Trust, Inc. (GPMT) | None (or less than $1,001) | None (or less than $201) | 3.4 | ||
| 403(b) Account, Cato Institute | 4 | ||||
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100K | None (or less than $201) | 4.1 | ||
| Columbia Small Cap Index Fund Institutional Class Shares (NMSCX) | $15,001 - $50,000 | None (or less than $201) | 4.2 | ||
| JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| VY(R) T. Rowe Price Capital Appreciation Portfolio Class I (ITRIX) | $1,001 - $15,000 | None (or less than $201) | 4.4 | ||
| PGIM Jennison International Opportunities Fund Class R6 Shares (PWJQX) | $1,001 - $15,000 | None (or less than $201) | 4.5 | ||
| Health Savings Account, Cato Institute | 5 | ||||
| T Rowe Price Mid-Cap Growth Fund, Inc (RPMGX) | $15,001 - $50,000 | None (or less than $201) | 5.1 |
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. |
|---|---|---|---|
| Cato Institute | I continue to participate in this defined contribution plan. The plan sponsor ceased making contributions at my separation. (2004-04-01) | 1 | |
| Cato Institute | I continue to participate in this health savings account. The account sponsor ceased making contributions at my separation. (2004-04-01) | 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)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Lincoln 403B Account, Independent Womens Forum | 1 | ||||
| LVIP Global Moderate Allocation Managed Risk Fund Standard Class | $50,001 - $100K | None (or less than $201) | 1.1 | ||
| LVIP SSGA International Index Fund Standard Class | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| LVIP SSGA S&P 500 Index Fund Standard Class | $50,001 - $100K | None (or less than $201) | 1.3 | ||
| MFS Utilities Series Initial Class | $100K - $250K | None (or less than $201) | 1.4 | ||
| LVIP Franklin Templeton Multi-Factor Emerging Markets Equity Fund | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| LVIP SSGA Small-Cap Index Fund Standard Class | $50,001 - $100K | None (or less than $201) | 1.6 | ||
| Independent Womens Forum - Salary | Salary | 2 | |||
| "The Politically Incorrect Guide to Women, Sex, and Feminism," Regnery Press. (value not readily ascertainable) | None (or less than $201) | Rent or Royalties | 3 |
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. |
|---|---|---|---|---|---|
| U.S. Bank #1 (Cash) | $50,001 - $100K | None (or less than $201) | 1 | ||
| U.S. Bank #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | 2 | ||
| Wise (cash) | $500K - $1M | $15,001 - $50,000 | Interest | 3 | |
| Virginia 529 Account | $15,000 | Cash distributions | 4 | ||
| VA529 Total Stock Market Index | $100K - $250K | None (or less than $201) | 4.1 | ||
| VA529 Total Bond Market Index | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| VA529 International Stock Index | $15,001 - $50,000 | None (or less than $201) | 4.3 | ||
| VA529 2033 Fund | $1,001 - $15,000 | None (or less than $201) | 4.4 | ||
| VA529 Aggressive Growth Fund | $15,001 - $50,000 | None (or less than $201) | 4.5 | ||
| VA529 Real Estate Trust Fund | $1,001 - $15,000 | None (or less than $201) | 4.6 | ||
| Victory Capital 529 (#1) | 5 | ||||
| Victory Aged Based 12-13 Fund | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| Victory Capital 529 (#2) | 6 | ||||
| Victory Moderately Aggressive 529 Portfolio | $50,001 - $100K | None (or less than $201) | 6.1 | ||
| Nationwide, indexed annuity, linked to JP Morgan Mozaic II Index | $50,001 - $100K | None (or less than $201) | 7 | ||
| Residential Real Estate, Great Falls, VA | $1M - $5M | $50,001 - $100K | Rent or Royalties | 8 | |
| Residential real estate, Memphis, TN | $250K - $500K | $5,001 - $15,000 | Rent or Royalties | 9 | |
| Residential Real Estate, Co. Clare, Ireland | $250K - $500K | $50,001 - $100K | Rent or Royalties | 10 | |
| Residential Real Estate, Pelham, AL | $250K - $500K | $15,001 - $50,000 | Rent or Royalties | 11 | |
| Residential Real Estate, Cleveland, OH | $50,001 - $100K | None (or less than $201) | Rent or Royalties | 12 | |
| Residential Real Estate, Gadsden, AL | $50,001 - $100K | $5,001 - $15,000 | Rent or Royalties | 13 | |
| Residential Real Estate, Sylacauga, AL | $100K - $250K | $5,001 - $15,000 | Rent or Royalties | 14 | |
| Residential Real Estate, Cleveland, OH | $50,001 - $100K | $15,001 - $50,000 | Rent or Royalties | 15 | |
| Residential Real Estate, Cleveland, OH | $15,001 - $50,000 | $5,001 - $15,000 | Rent or Royalties | 16 | |
| Residential Real Estate, Toledo, OH | $50,001 - $100K | $15,001 - $50,000 | Rent or Royalties | 17 | |
| Residential Real Estate, Cleveland, OH | $50,001 - $100K | $2,501 - $5,000 | Rent or Royalties | 18 | |
| Residential Real Estate, Mountain View, AR | $250K - $500K | $15,001 - $50,000 | Rent or Royalties | 19 | |
| Residential Real Estate, Hopatcong, NJ | $50,001 - $100K | None (or less than $201) | Fractional ownership share of family property. | 20 | |
| U.S. Bank #3 (Cash) | $15,001 - $50,000 | None (or less than $201) | 21 | ||
| Augustar Financial, whole life | $100K - $250K | None (or less than $201) | 22 | ||
| Augustar Financial, whole life | $100K - $250K | None (or less than $201) | 23 | ||
| brokerage account #1 | 24 | ||||
| Voya Corporate Leaders 100 Fund II Class A Shares (VYCAX) | $1,001 - $15,000 | None (or less than $201) | 24.1 | ||
| Voya Mid Cap Research Enhanced Index Fund II Class A Shares (VYMQX) | $1,001 - $15,000 | None (or less than $201) | 24.2 | ||
| brokerage account #2 | 25 | ||||
| USAA Tax-Exempt Long-Term Fund Fund Class Shares (USTEX) | $15,001 - $50,000 | None (or less than $201) | 25.1 |
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. |
|---|---|---|---|
| PNC Bank | type: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2016, rate: 3.2, term: 30 years | 1 |
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.
