Andrew Lyon
Reported Asset Values
$13M–$40M+
The data on this page comes from a financial disclosure filed by Andrew Lyon, who was picked to be: Special Assistant to the President for Economic Policy, White House in January, 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)
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. |
|---|---|---|---|---|---|
| PricewaterhouseCoopers, LLP | $319K | Pricewaterhouse Coopers, LLP partner retirement plan | 1 | ||
| PricewaterhouseCoopers, LLP | $12,679 | Pricewaterhouse Coopers, LLP retiree medical allowance | 2 | ||
| PricewaterhouseCoopers, LLP partner deposit program | $1M - $5M | $100K - $1M | Interest | 3 | |
| PricewaterhouseCoopers, LLP 401(k) plan | 4 | ||||
| Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| Eaton Vance Multi-Asset Credit Fund Class I Shares (EIAMX) | None (or less than $1,001) | None (or less than $201) | 4.2 | ||
| Federated Hermes Institutional Trust: Federated Hermes High-Yield Bond Fund; Class R6 | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| Northern Trust Collective S&P 500 Index Fund - DC - Lending Tier 5 | $1M - $5M | None (or less than $201) | 4.4 | ||
| Northern Trust Extended Equity Market Index Fund - DC - Lending Tier 5 | $100K - $250K | None (or less than $201) | 4.5 | ||
| Northern Trust Collective EAFE Index Fund - Lending Tier 5 | $250K - $500K | None (or less than $201) | 4.6 | ||
| PricewaterhouseCoopers, LLP, deferred compensation plan 1 (AAP) | $500K - $1M | $62,050 | cash payments | 5 | |
| PricewaterhouseCoopers, LLP, deferred compensation plan 2 (Accrual Capital) | $500K - $1M | $53,886 | cash payments | 6 | |
| IRA #1 | 7 | ||||
| Blackstone Inc. Common Stock (BX) | $1,001 - $15,000 | None (or less than $201) | 7.1 | ||
| Schwab S&P 500 Index Fund (SWPPX) | $500K - $1M | None (or less than $201) | 7.2 | ||
| Schwab Value Advantage Money Market Fund (SWVXX) | $15,001 - $50,000 | None (or less than $201) | 7.3 | ||
| IRA #2 | 8 | ||||
| Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $15,001 - $50,000 | None (or less than $201) | 8.1 | ||
| Northern Stock Index Fund (NOSIX) | $500K - $1M | None (or less than $201) | 8.2 | ||
| Northern Small Cap Index Fund (NSIDX) | $1,001 - $15,000 | None (or less than $201) | 8.3 | ||
| Schwab S&P 500 Index Fund (SWPPX) | $1M - $5M | None (or less than $201) | 8.4 | ||
| Schwab Value Advantage Money Market Fund (SWVXX) | $15,001 - $50,000 | None (or less than $201) | 8.5 | ||
| Health savings account | 9 | ||||
| ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) | $15,001 - $50,000 | None (or less than $201) | 9.1 | ||
| Fidelity Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX) | $15,001 - $50,000 | None (or less than $201) | 9.2 | ||
| Fidelity Short-Term Bond Index Fund (FNSOX) | $1,001 - $15,000 | None (or less than $201) | 9.3 | ||
| Fidelity US Bond Index Fund (FXNAX) | $1,001 - $15,000 | None (or less than $201) | 9.4 | ||
| Moderna Inc. Common Stock (MRNA) | $1,001 - $15,000 | None (or less than $201) | 9.5 | ||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $100K - $250K | None (or less than $201) | 9.6 |
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. |
|---|---|---|---|
| PricewaterhouseCoopers, LLP | I will continue to participate in the deferred compensation plan #1 (Alternative Allocation Plan, "AAP"). I am no longer eligible to make contributions to the plan. I receive distributions from the AAP annually over 10 years (ending in 2033). The AAP’s nominal rate of return is set to match the monthly rate of return on PwC’s Retirement Accumulation Plan For Partners (“RAPP”), which is a qualified plan. As determined by the Trustees of RAPP, the primary investment objective is to generate a return on contributions which will be sufficient to fund the retirement needs of participants and their beneficiaries. To this end, an objective is to generate consistent long term capital appreciation with low volatility through a portfolio having a diversified risk profile. RAPP’s assets are held in custody and invested in a diversified mix of equity, bond, real estate, and liquid alternatives investments. (2015-07-01) | 1 | |
| PricewaterhouseCoopers, LLP | I will continue to participate in the deferred compensation plan #2 (Accrual Capital). I am no longer eligible to make contributions to the plan. I receive distributions from the Accrual Capital account monthly over 10 years (ending in 2034). Accrual Capital represents the difference in income earned by the partner before retirement and the amount of income received by the partner (i.e., the difference between an individual partner’s share of the firm's income and the amount distributed to that partner). Accrual Capital balances currently earn interest at the average prime rate plus 1% and accrues to the balance at the end of each fiscal year. (2004-06-01) | 2 | |
| PricewaterhouseCoopers, LLP | I will continue to hold assets in the partner deposit program. As a retired PwC partner, I am no longer eligible to make deposits to the program. Funds deposited under the program are treated as a loan to PwC. My deposits are allocated to a demand fund, from which I may withdraw funds without penalty at any time, and two term funds, which impose a penalty for withdrawals prior to the conclusion of the term. The interest rate on the demand fund is equal to the current average prime rate less a fixed amount. The interest rate on the term funds is equal to the current prime rate plus a fixed amount. My outstanding term fund investments mature on February 28, 2025, and May 31, 2025. Maturing funds are scheduled to be deposited into the demand fund. Once deposited into the demand fund, I can withdraw the funds without penalty. (2004-06-01) | 3 | |
| PricewaterhouseCoopers LLP 401(k) plan | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (2004-06-01) | 4 | |
| PricewaterhouseCoopers, LLP | I will continue to participate in the partner retirement plan. Payments under the plan are fixed subject to partial inflation adjustments. (2004-06-01) | 5 | |
| PricewaterhouseCoopers, LLP | I will continue to participate in the employer health benefit program. Payments under the plan are fixed, subject to partial inflation adjustments. (2004-06-01) | 6 |
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. |
|---|---|---|---|
| PricewaterhouseCoopers, LLP | Services as Principal | 1 | |
| Business Roundtable | Professional services rendered through PricewaterhouseCoopers, LLP | 2 | |
| Alliance for Competitive Taxation | Professional services rendered through PricewaterhouseCoopers, LLP | 3 | |
| Data Center Coalition | Professional services rendered through PricewaterhouseCoopers, LLP | 4 | |
| International Monetary Fund | Professional services rendered through PricewaterhouseCoopers, LLP | 5 | |
| Utah Petroleum Association | Professional services rendered through PricewaterhouseCoopers, LLP | 6 |
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 | ||||
| Northern Stock Index Fund (NOSIX) | $1M | None (or less than $201) | 1.1 | ||
| IRA #2 | $1,682 | cash distributions | 2 | ||
| Schwab Value Advantage Money Market Fund (SWVXX) | $50,001 - $100K | None (or less than $201) | 2.1 | ||
| IRA #3 | 3 | ||||
| Victory Income Fund (USAIX) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| Health savings account | 4 | ||||
| FIDELITY GOVERNMENT CASH RESERVES (FDRXX) | $15,001 - $50,000 | None (or less than $201) | 4.1 |
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. |
|---|---|---|---|---|---|
| ALLSTATE CORP COMMON STOCK (ALL) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1 | |
| APPLE INC COMMON STOCK (AAPL) | $250K - $500K | $1,001 - $2,500 | Dividends | 2 | |
| ABBOTT LABS COMMON STOCK (ABT) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 3 | |
| ARCOSA INC COMMON STOCK (ACA) | $15,001 - $50,000 | None (or less than $201) | 4 | ||
| AFLAC INC COMMON STOCK (AFL) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 5 | |
| ALLSTATE CORP COMMON STOCK (ALL) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 6 | |
| ADVANCED MICRO DEVICE INC COMMON STOCK (AMD) | $100K - $250K | None (or less than $201) | 7 | ||
| AMGEN INC COMMON STOCK (AMGN) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 8 | |
| APA CORP COMMON STOCK (APA) | None (or less than $1,001) | None (or less than $201) | 9 | ||
| ATMOS ENERGY CORP COMMON STOCK (ATO) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 10 | |
| AMERICAN EXPRESS CO COMMON STOCK (AXP) | $1,001 - $15,000 | None (or less than $201) | 11 | ||
| BOEING CO COMMON STOCK (BA) | $15,001 - $50,000 | None (or less than $201) | 12 | ||
| BANK OF AMERICA CORP COMMON STOCK (BAC) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 13 | |
| BLACKROCK INC COMMON STOCK (BLK) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 14 | |
| BRISTOL MYERS SQUIBB CO COMMON STOCK (BMY) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 15 | |
| BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS (BP) | $15,001 - $50,000 | $2,501 - $5,000 | Dividends | 16 | |
| CROWN CASTLE INC REIT (CCI) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 17 | |
| CF INDS HLDGS INC COMMON STOCK (CF) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 18 | |
| COMCAST CORP NEW CLASS A COMMON STOCK (CMCSA) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 19 | |
| CENTENE CORP DEL COMMON STOCK (CNC) | $50,001 - $100K | None (or less than $201) | 20 | ||
| CAPITAL ONE FINL CORP COMMON STOCK (COF) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 21 | |
| CENCORA INC COMMON STOCK (COR) | $50,001 - $100K | $201 - $1,000 | Dividends | 22 | |
| CROWDSTRIKE HLDGS INC CLASS A COMMON STOCK (CRWD) | $1,001 - $15,000 | None (or less than $201) | 23 | ||
| CISCO SYS INC COMMON STOCK CSCO) | $1,001 - $15,000 | None (or less than $201) | 24 | ||
| CSG SYS INTL INC COMMON STOCK (CSGS) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 25 | |
| CVS HEALTH CORP COMMON STOCK (CVS) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 26 | |
| DELTA AIR LINES INC DEL COMMON STOCK (DAL) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 27 | |
| DISCOVER FINL SVCS COMMON STOCK (DFS) | $100K - $250K | $1,001 - $2,500 | Dividends | 28 | |
| DOLBY LABORATORIES INC CLASS A COMMON STOCK (DLB) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 29 | |
| DUKE ENERGY CORP COMMON STOCK (DUK) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 30 | |
| DEXCOM INC COMMON STOCK (DXCM) | $15,001 - $50,000 | None (or less than $201) | 31 | ||
| FAIR ISAAC CORP COMMON STOCK (FICO) | $500K - $1M | None (or less than $201) | 32 | ||
| FOX CORP CLASS B COMMON STOCK (FOX) | None (or less than $1,001) | $201 - $1,000 | Capital Gains Dividends | 33 | |
| GILEAD SCIENCES INC COMMON STOCK (GLD) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 34 | |
| HESS CORP COMMON STOCK (HES) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 35 | |
| HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS (HLN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 36 | |
| HEXCEL CORP COMMON STOCK (HXL) | None (or less than $1,001) | None (or less than $201) | 37 | ||
| IVECO GROUP N V ORDF (IVCGF) | $1,001 - $15,000 | None (or less than $201) | 38 | ||
| JOHNSON & JOHNSON COMMON STOCK (JNJ) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 39 | |
| THE COCA-COLA CO COMMON STOCK (KO) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 40 | |
| MCDONALDS CORP COMMON STOCK (MCD) | $100K - $250K | $2,501 - $5,000 | Dividends | 41 | |
| MCKESSON CORP COMMON STOCK (MCK) | $100K - $250K | $201 - $1,000 | Dividends | 42 | |
| MERCK & CO. INC. COMMON STOCK (MRK) | None (or less than $1,001) | None (or less than $201) | 43 | ||
| OMNICOM GROUP INC COMMON STOCK (OMC) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 44 | |
| ORACLE CORP COMMON STOCK (ORCL) | $100K - $250K | $1,001 - $2,500 | Dividends | 45 | |
| PUBLIC SVC ENTERPRISE GR COMMON STOCK (PEG) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 46 | |
| PEPSICO INC COMMON STOCK (PEP) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 47 | |
| PFIZER INC COMMON STOCK (PFE) | None (or less than $1,001) | None (or less than $201) | 48 | ||
| PARKER-HANNIFIN CORP COMMON STOCK (PH) | $100K - $250K | $1,001 - $2,500 | Dividends | 49 | |
| PPL CORP COMMON STOCK (PPL) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 50 | |
| QUALCOMM INC COMMON STOCK (QCOM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 51 | |
| REGIONS FINL CORP COMMON STOCK (RF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 52 | |
| SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS (SAP) | $50,001 - $100K | $201 - $1,000 | Dividends | 53 | |
| CHARLES SCHWAB CORP COMMON STOCK (SCHW) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 54 | |
| SILGAN HLDGS INC COMMON STOCK (SLGN) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 55 | |
| SNOWFLAKE INC CLASS A COMMON STOCK (SNOW) | $1,001 - $15,000 | None (or less than $201) | 56 | ||
| AT&T INC COMMON STOCK (T) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 57 | |
| TORO CO COMMON STOCK (TTC) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 58 | |
| UNITED AIRLINES HLDGS COMMON STOCK (UAL) | $15,001 - $50,000 | None (or less than $201) | 59 | ||
| UNIFIRST CORP MASS COMMON STOCK (UNF) | $50,001 - $100K | $201 - $1,000 | Dividends | 60 | |
| UNUM GROUP COMMON STOCK (UNM) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 61 | |
| UNITED THERAPEUTICS CORP COMMON STOCK (UTHR) | $50,001 - $100K | None (or less than $201) | 62 | ||
| VISA INC CLASS A COMMON STOCK (V) | $250K - $500K | $2,501 - $5,000 | Dividends | 63 | |
| VALERO ENERGY CORP COMMON STOCK (VLO) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 64 | |
| WALMART INC COMMON STOCK (WMT) | $100K - $250K | $1,001 - $2,500 | Dividends | 65 | |
| EXXON MOBIL CORP COMMON STOCK (XOM) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 66 | |
| ABRDN TOTAL DYNAMIC DIVIDEND FUND (AOD) | $1,001 - $15,000 | None (or less than $201) | 67 | ||
| SCHWAB US BROAD MARKET ETF (SCHB) | $500K - $1M | $5,001 - $15,000 | 68 | ||
| Schwab Emerging Markets Equity ETF (SCHE) | $15,001 - $50,000 | $201 - $1,000 | 69 | ||
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | $100K - $250K | $2,501 - $5,000 | 70 | ||
| Charles Schwab US REIT ETF (SCHH) | $100K - $250K | $2,501 - $5,000 | 71 | ||
| SCHWAB STRATEGI/US MID-CAP ETF (SCHM) | $250K - $500K | $5,001 - $15,000 | 72 | ||
| SCHWAB US LARGE CAP VALUE ETF (SCHV) | $100K - $250K | $2,501 - $5,000 | 73 | ||
| Schwab US Large Cap ETF (SCHX) | $500K - $1M | $5,001 - $15,000 | 74 | ||
| VANGUARD S&P 500 ETF (VOO) | $100K - $250K | $201 - $1,000 | 75 | ||
| VANGUARD FTSE EMERGING MARK ETF IV (VWO) | $100K - $250K | $5,001 - $15,000 | 76 | ||
| MILLER CONVERTIBLE BOND A (MCFAX) | $50,001 - $100K | $1,001 - $2,500 | 77 | ||
| T. ROWE PRICE MARYLAND TAX-FREE BOND (MDXBX) | $50,001 - $100K | $1,001 - $2,500 | 78 | ||
| NORTHERN EMERGING MARKETS EQUITY INDEX (NOEMX) | $1,001 - $15,000 | None (or less than $201) | 79 | ||
| NORTHERN INTERNATIONAL EQUITY INDEX (NOINX) | $100K - $250K | $2,501 - $5,000 | 80 | ||
| NORTHERN STOCK INDEX (NOSIX) | $1M - $5M | $50,001 - $100K | 81 | ||
| SCHWAB S&P 500 INDEX (SWPXX) | $1M - $5M | $15,001 - $50,000 | 82 | ||
| VICTORY 500 INDEX REWARD (USPRX) | $1M - $5M | $100K - $1M | 83 | ||
| VANGUARD EMERGING MKTS STOCK IDX ADM (VEMAX) | $50,001 - $100K | $1,001 - $2,500 | 84 | ||
| VANGUARD ULTRA-SHORT-TERM BOND INVESTOR (VUBFX) | None (or less than $1,001) | $201 - $1,000 | 85 | ||
| CUSIP 412516AG1 HARFORD CNTY MD SPL 4%26COMB TAX DUE 07/01/26XTRO | $15,001 - $50,000 | $201 - $1,000 | Interest | 86 | |
| CUSIP 57419TX63 MARYLAND ST CMNT 3.85%32MULT HSG DUE 07/01/32XTRO | $15,001 - $50,000 | None (or less than $201) | Interest | 87 | |
| CUSIP 61334EBL1 MONTGOMERY CNTY MD 3%25EDUC COPS DUE 11/01/25XTRO | $15,001 - $50,000 | None (or less than $201) | Interest | 88 | |
| CUSIP 7417012C9 PRINCE GEORGES CNTY 4%29GO LTX DUE 07/01/29 | $1,001 - $15,000 | None (or less than $201) | Interest | 89 | |
| CUSIP 74514L3F2 PUERTO RICO COM 5.375%25GO UTX DUE 07/01/25 | $1,001 - $15,000 | $201 - $1,000 | Interest | 90 | |
| CUSIP 74514L3G0 PUERTO RICO COM 5.625%27GO UTX DUE 07/01/27 | $1,001 - $15,000 | $201 - $1,000 | Interest | 91 | |
| CUSIP 74514L3H8 PUERTO RICO COM 5.625%29GO UTX DUE 07/01/29 | $1,001 - $15,000 | $201 - $1,000 | Interest | 92 | |
| CUSIP 74514L3J4 PUERTO RICO COMW 5.75%31GO UTX DUE 07/01/31 | $1,001 - $15,000 | $201 - $1,000 | Interest | 93 | |
| CUSIP 74514L3K1 PUERTO RICO COMWLTH 4%33GO UTX DUE 07/01/33 | $1,001 - $15,000 | $201 - $1,000 | Interest | 94 | |
| CUSIP 74514L3L9 PUERTO RICO COMWLTH 4%35GO UTX DUE 07/01/35 | $1,001 - $15,000 | $201 - $1,000 | Interest | 95 | |
| CUSIP 74514L3M7 PUERTO RICO COMWLTH 4%37GO UTX DUE 07/01/37OID | $1,001 - $15,000 | $201 - $1,000 | Interest | 96 | |
| CUSIP 74514L3N5 PUERTO RICO COMWLTH 4%41GO UTX DUE 07/01/41OID | $1,001 - $15,000 | $201 - $1,000 | Interest | 97 | |
| CUSIP 74514L3P0 PUERTO RICO COMWLTH 4%46GO UTX DUE 07/01/46OID | $1,001 - $15,000 | $201 - $1,000 | Interest | 98 | |
| CUSIP 74514L3R6 PUERTO RICO COMWLTH 0%33GO UTX DUE 07/01/33OID | $1,001 - $15,000 | None (or less than $201) | Interest | 99 | |
| CUSIP 74514L3T2 PUERTO RICO COMWLTH 0%43GO UTX DUE 11/01/43XTRO TAXBL | $1,001 - $15,000 | None (or less than $201) | Interest | 100 | |
| CUSIP 912797NZ6 US TREASURY BILL25U S T BILL DUE 04/15/25 | $50,001 - $100K | None (or less than $201) | Interest | 101 | |
| CUSIP 91282CGV7 US TREASUR NT 3.75%04/26UST NOTE DUE 04/15/26 | $50,001 - $100K | None (or less than $201) | Interest | 102 | |
| CUSIP 91282CLB5 US TREASU NT 4.375%07/26UST NOTE DUE 07/31/26 | $100K - $250K | $2,501 - $5,000 | Interest | 103 | |
| CUSIP 940157M72 WASHINGTON SUBN SAN 4%42DB UTX DUE 06/01/42 | $1,001 - $15,000 | $201 - $1,000 | Interest | 104 | |
| SCHWAB US TREASURY MONEY INVESTOR MONEY MARKET FUND (SNSXX) | $250K - $500K | $1,001 - $2,500 | 105 | ||
| ADOBE INC COMMON STOCK (ADBE) | $1,001 - $15,000 | None (or less than $201) | 106 | ||
| BOEING CO COMMON STOCK (BA) | $15,001 - $50,000 | None (or less than $201) | 107 | ||
| BRISTOL MYERS SQUIBB CO COMMON STOCK (BMY) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 108 | |
| BLACKSTONE INC COMMON STOCK (BX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 109 | |
| CROWDSTRIKE HLDGS INC CL A COMMON STOCK (CRWD) | $1,001 - $15,000 | None (or less than $201) | 110 | ||
| DEXCOM INC COMMON STOCK (DXCM) | $15,001 - $50,000 | None (or less than $201) | 111 | ||
| GILEAD SCIENCE COMMON STOCK (GILD) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 112 | |
| MEDTRONIC PLC SHS COMMON STOCK (MDT) | $1,001 - $15,000 | None (or less than $201) | 113 | ||
| META PLATFORMS INC CL A COMMON STOCK (META) | $15,001 - $50,000 | None (or less than $201) | 114 | ||
| MARVELL TECHNOLOGY INC COMMON STOCK (MRVL) | $1,001 - $15,000 | None (or less than $201) | 115 | ||
| SCHWAB U.S. LARGE-CAP GROWTH (SCHG) | $50,001 - $100K | $201 - $1,000 | 116 | ||
| SCHWAB US MID CAP ETF (SCHM) | $50,001 - $100K | $1,001 - $2,500 | 117 | ||
| SCWAB U.S. LARGE-CAP VALUE (SCHV) | $50,001 - $100K | $1,001 - $2,500 | 118 | ||
| SCHWAB US LARGE-CAP ETF (SCHX) | $50,001 - $100K | $201 - $1,000 | 119 | ||
| VANGUARD S&P 500 ETF (VOO) | $15,001 - $50,000 | $201 - $1,000 | 120 | ||
| VANGUARD TAX-EXEMPT BOND ETF (VTEB) | $50,001 - $100K | $1,001 - $2,500 | 121 | ||
| VANGUARD TREASURY MMKT INV (VUSXX) | $500K - $1M | $15,001 - $50,000 | 122 | ||
| VANGUARD HI YLD TX EX INV (VWAHX) | $250K - $500K | $5,001 - $15,000 | 123 | ||
| VANGUARD MUNI MMKT (VMSXX) | None (or less than $1,001) | $201 - $1,000 | 124 | ||
| CUSIP 57419UKC1 MARYLAND ST CMNT 4.45%44MULT HSG DUE 07/01/44XTRO | $15,001 - $50,000 | $201 - $1,000 | Interest | 125 | |
| CUSIP MONTGOMERY CNTY M 4.1%35COLL EDUC DUE 05/01/35XTRO | $1,001 - $15,000 | None (or less than $201) | 126 | ||
| SCHWAB US BROAD MARKET ETF (SCHB) | $1,001 - $15,000 | None (or less than $201) | 127 | ||
| SCHWAB US TREASURY MONEY INVESTOR MONEY MARKET FUND (SNSXX) | $1,001 - $15,000 | None (or less than $201) | 128 | ||
| AMGEN INC COMMON STOCK (AMGN) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 129 | |
| BRIGHTHOUSE FINL INC COMMON STOCK (BHF) | $1,001 - $15,000 | None (or less than $201) | 130 | ||
| COMCAST CORP NEW CLASS A COMMON STOCK (CMCSA) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 131 | |
| COSTCO WHSL CORP NEW COMMON STOCK (COST) | $50,001 - $100K | $1,001 - $2,500 | Dividends | 132 | |
| CVS HEALTH CORP COMMON STOCK (CVS) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 133 | |
| FOX CORP CLASS B COMMON STOCK (FOX) | $50,001 - $100K | $201 - $1,000 | Dividends | 134 | |
| GE Aerospace common stock (GE) | $1,001 - $15,000 | None (or less than $201) | 135 | ||
| GE VERNOVA INC COMMON STOCK (GEV) | $1,001 - $15,000 | None (or less than $201) | 136 | ||
| LOWES COS INC COMMON STOCK (LOW) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 137 | |
| METLIFE INC COMMON STOCK (MET) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 138 | |
| MICROSOFT CORP COMMON STOCK (MSFT) | $100K - $250K | $201 - $1,000 | Dividends | 139 | |
| NEXTERA ENERGY INC COMMON STOCK (NEE) | $50,001 - $100K | $2,501 - $5,000 | Dividends | 140 | |
| PEPSICO INC COMMON STOCK (PEP) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 141 | |
| PROCTER & GAMBLE CO COMMON STOCK (PG) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 142 | |
| TARGET CORP CLASS EQUITY COMMON STOCK (TGT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 143 | |
| TRAVELERS COS INC COMMON STOCK (TRV) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 144 | |
| WABTEC COMMON STOCK (WAB) | $1,001 - $15,000 | 145 | |||
| WELLS FARGO & CO COMMON STOCK (WFC) | $1,001 - $15,000 | 146 | |||
| SCHWAB US BROAD MARKET ETF (SCHB) | $15,001 - $50,000 | $201 - $1,000 | 147 | ||
| Schwab US Large Cap ETF (SCHX) | $50,001 - $100K | $201 - $1,000 | 148 | ||
| ISHARES 0 TO 3 MNTH TREASURY BND ETF (SGOV) | $15,001 - $50,000 | None (or less than $201) | 149 | ||
| VICTORY 500 INDEX REWARD (USPRX) | $1M | $15,001 - $50,000 | 150 | ||
| CUSIP 74514L3F2 PUERTO RICO COM 5.375%25GO UTX DUE 07/01/25 | None (or less than $1,001) | None (or less than $201) | 151 | ||
| CUSIP 74514L3G0 PUERTO RICO COM 5.625%27GO UTX DUE 07/01/27 | $1,001 - $15,000 | None (or less than $201) | 152 | ||
| CUSIP 74514L3H8 PUERTO RICO COM 5.625%29GO UTX DUE 07/01/29 | $1,001 - $15,000 | None (or less than $201) | 153 | ||
| CUSIP 74514L3J4 PUERTO RICO COMW 5.75%31GO UTX DUE 07/01/31 | $1,001 - $15,000 | None (or less than $201) | 154 | ||
| CUSIP 74514L3K1 PUERTO RICO COMWLTH 4%33GO UTX DUE 07/01/33 | $1,001 - $15,000 | None (or less than $201) | 155 | ||
| CUSIP 74514L3L9 PUERTO RICO COMWLTH 4%35GO UTX DUE 07/01/35 | None (or less than $1,001) | None (or less than $201) | 156 | ||
| CUSIP 74514L3M7 PUERTO RICO COMWLTH 4%37GO UTX DUE 07/01/37OID | None (or less than $1,001) | None (or less than $201) | 157 | ||
| CUSIP 74514L3N5 PUERTO RICO COMWLTH 4%41GO UTX DUE 07/01/41OID | $1,001 - $15,000 | None (or less than $201) | 158 | ||
| CUSIP 74514L3P0 PUERTO RICO COMWLTH 4%46GO UTX DUE 07/01/46OID | $1,001 - $15,000 | None (or less than $201) | 159 | ||
| CUSIP 74514L3R6 PUERTO RICO COMWLTH 0%33GO UTX DUE 07/01/33OID | None (or less than $1,001) | None (or less than $201) | 160 | ||
| CUSIP 74514L3T2 PUERTO RICO COMWLTH 0%43GO UTX DUE 11/01/43XTRO TAXBL | $1,001 - $15,000 | None (or less than $201) | 161 | ||
| CUSIP 91282CKH3 US TREASUR NT 4.5%03/26UST NOTE DUE 03/31/26 | $15,001 - $50,000 | None (or less than $201) | 162 | ||
| SCHWAB US TREASURY MONEY INVESTOR (SNSXX) | $15,001 - $50,000 | $201 - $1,000 | 163 | ||
| VANGUARD TREASURY MMKT INV (VUSXX) | None (or less than $1,001) | $201 - $1,000 | 164 | ||
| U.S. bank # 1 (Cash) | None (or less than $1,001) | $201 - $1,000 | Interest | 165 | |
| U.S. bank # 2 (cash) | $15,001 - $50,000 | $1,001 - $2,500 | Interest | 166 | |
| U.S. bank # 3 (cash) | $1,001 - $15,000 | $201 - $1,000 | Interest | 167 |
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.
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Read ProPublica reporting on the disclosure documents.
