James Michael McCoshen
Reported Asset Values
$1.6M–$8.6M
The data on this page comes from a financial disclosure filed by James Michael McCoshen, who was picked to be: Administrator, Great Lakes St. Lawrence Seaway Development Corporation, Department of Transportation in June, 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. |
|---|---|---|---|
| McCoshen Logistics Solutions LLC | President, 4/2020 - 6/2025 | 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. |
|---|---|---|---|---|---|
| McCoshen Logistics Solutions LLC (Bulk Material Handling and Transportation Consulting) | $143K | Consulting Fees | 1 | ||
| IRA #1 | 2 | ||||
| U.S. Bank #3 (Cash) | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| Allianz, indexed annuity | $100K - $250K | None (or less than $201) | 2.2 | ||
| Allianz, indexed annuity | $100K - $250K | None (or less than $201) | 2.3 | ||
| CIBC Note Linked to the Russell 2000 Index | $15,001 - $50,000 | None (or less than $201) | 2.4 | ||
| RBC Note Linked to the S&P 500 Index | $15,001 - $50,000 | None (or less than $201) | 2.5 | ||
| CIBC Note Linked to the SX5E Index | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| IRA #2 | 3 | ||||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| First Trust Tactical High Yield ETF (HYLS) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| First Trust Low Duration Opportunities ETF (LMBS) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| Global X US Preferred ETF (PFFD) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| iShares 0-5 Year TIPS Bond ETF (STIP) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| iShares 10-20 Year Treasury Bond ETF (TLH) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) | $15,001 - $50,000 | None (or less than $201) | 3.9 | ||
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| Schwab Short-Term US Treasury ETF (SCHO) | $15,001 - $50,000 | None (or less than $201) | 3.11 | ||
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | $1,001 - $15,000 | None (or less than $201) | 3.12 | ||
| VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) | $1,001 - $15,000 | None (or less than $201) | 3.13 | ||
| Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $1,001 - $15,000 | None (or less than $201) | 3.14 | ||
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $1,001 - $15,000 | None (or less than $201) | 3.15 | ||
| WisdomTreeEmerging Markets SmallCap Dividend Fund (DGS) | $1,001 - $15,000 | None (or less than $201) | 3.16 | ||
| WisdomTreeEmerging Markets High Dividend Fund (DEM) | $1,001 - $15,000 | None (or less than $201) | 3.17 | ||
| WisdomTreeEmerging Markets Local Debt Fund (ELD) | $1,001 - $15,000 | None (or less than $201) | 3.18 | ||
| WisdomTree Floating Rate Treasury Fund (USFR) | $1,001 - $15,000 | None (or less than $201) | 3.19 | ||
| WisdomTree International High Dividend Fund (DTH) | $1,001 - $15,000 | None (or less than $201) | 3.20 | ||
| WisdomTree Japan Hedged Equity Fund (DXJ) | $1,001 - $15,000 | None (or less than $201) | 3.21 | ||
| Wisdomtree US Quality Growth Fund (QGRW) | $1,001 - $15,000 | None (or less than $201) | 3.22 | ||
| WisdomTree US Quality Dividend Growth Fund (DGRW) | $1,001 - $15,000 | None (or less than $201) | 3.23 | ||
| WISDOMTREE US HIGH YIELD CORPORATE BOND FUND (QHY) | $1,001 - $15,000 | None (or less than $201) | 3.24 | ||
| WISDOMTREE US MIDCAP DIV FD (DON) | $1,001 - $15,000 | None (or less than $201) | 3.25 | ||
| WISDOMTREE US SMALLCAP DIVD FD (DES) | $1,001 - $15,000 | None (or less than $201) | 3.26 | ||
| WISDOMTREE US TOTAL DIVID FD (DTD) | $1,001 - $15,000 | None (or less than $201) | 3.27 | ||
| WISDOMTREE YIELD ENHANCED U.S.AGGREGATE BOND FUND (AGGY) | $1,001 - $15,000 | None (or less than $201) | 3.28 | ||
| WISDOMTREEINTL QLTY DIVIDEND GROWTH FUND (IQDG) | $1,001 - $15,000 | None (or less than $201) | 3.29 | ||
| American Balanced Fund Class F2 Shares (AMBFX) | $1,001 - $15,000 | None (or less than $201) | 3.30 | ||
| American High-Income Trust Class F2 Shares (AHIFX) | $1,001 - $15,000 | None (or less than $201) | 3.31 | ||
| Income Fund of America Class F2 Shares (AMEFX) | $15,001 - $50,000 | None (or less than $201) | 3.32 | ||
| American Funds Bond Fund of America F2 (ABNFX) | $1,001 - $15,000 | None (or less than $201) | 3.33 | ||
| Capital Income Builder Class F2 Shares (CAIFX) | $1,001 - $15,000 | None (or less than $201) | 3.34 | ||
| Capital World Growth & Income Fund Class F2 Shares (WGIFX) | $1,001 - $15,000 | None (or less than $201) | 3.35 | ||
| American FundsGlobal Balanced Fund Class F2 Shares (GBLFX) | $1,001 - $15,000 | None (or less than $201) | 3.36 | ||
| American Funds Strategic Bond Fund Class F2 Shares (ANBFX) | $1,001 - $15,000 | None (or less than $201) | 3.37 | ||
| American Funds Inflation Linked Bond Fund Class F2 Shares (BFIGX) | $1,001 - $15,000 | None (or less than $201) | 3.38 | ||
| American Funds Multi-Sector Income Fund Class F2 Shares (MIAYX) | $1,001 - $15,000 | None (or less than $201) | 3.39 | ||
| American Mutual Fund Class F2 Shares (AMRFX) | $1,001 - $15,000 | None (or less than $201) | 3.40 | ||
| American US Government Securities Fund Class F2 Shares (GVTFX) | $1,001 - $15,000 | None (or less than $201) | 3.41 | ||
| Cohen & Steers Low Duration Preferred and Income Fund, Inc Class I Shares (LPXIX) | $15,001 - $50,000 | None (or less than $201) | 3.42 | ||
| Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX) | $15,001 - $50,000 | None (or less than $201) | 3.43 | ||
| PGIM Short-Term Corporate Bond Fund Class Z Shares (PIFZX) | $1,001 - $15,000 | None (or less than $201) | 3.44 | ||
| Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class Shares (PPSIX) | $15,001 - $50,000 | None (or less than $201) | 3.45 | ||
| PUTNAM ULTRA SHORT DURATION INCOME FD CL Y (PSDYX) | $1,001 - $15,000 | None (or less than $201) | 3.46 | ||
| Voya GNMA Income Fund Class I Shares (LEINX) | $1,001 - $15,000 | None (or less than $201) | 3.47 | ||
| IRA #3 | 4 | ||||
| FedFund Premier Shares (BUPXX) | $1,001 - $15,000 | None (or less than $201) | 4.1 | ||
| AvantisEmerging Markets Equity ETF (AVEM) | $1,001 - $15,000 | None (or less than $201) | 4.2 | ||
| Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 | None (or less than $201) | 4.3 | ||
| Fidelity High Dividend ETF (FDVV) | $1,001 - $15,000 | None (or less than $201) | 4.4 | ||
| Fidelity MSCI Consumer Discretionary Index ETF (FDIS) | $1,001 - $15,000 | None (or less than $201) | 4.5 | ||
| Fidelity MSCI Information Technology Index ETF (FTEC) | $1,001 - $15,000 | None (or less than $201) | 4.6 | ||
| First Trust Large Cap Value AlphaDEX Fund (FTA) | $15,001 - $50,000 | None (or less than $201) | 4.7 | ||
| First Trust Morningstar Dividend Leaders Index Fund (FDL) | $15,001 - $50,000 | None (or less than $201) | 4.8 | ||
| First Trust Capital Strength ETF (FTCS) | $15,001 - $50,000 | None (or less than $201) | 4.9 | ||
| First Trust Cloud Computing ETF (SKYY) | $1,001 - $15,000 | None (or less than $201) | 4.10 | ||
| First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | None (or less than $201) | 4.11 | ||
| Franklin Liberty Investment Grade Corporate ETF (FLCO) | $1,001 - $15,000 | None (or less than $201) | 4.12 | ||
| Franklin Liberty US Core Bond ETF (FLCB) | $1,001 - $15,000 | None (or less than $201) | 4.13 | ||
| Franklin LibertyQ US Equity ETF (FLQL) | $1,001 - $15,000 | None (or less than $201) | 4.14 | ||
| Global X US Infrastructure Development ETF (PAVE) | $15,001 - $50,000 | None (or less than $201) | 4.15 | ||
| GRANITESHARES GOLD SHARES (BAR) | $1,001 - $15,000 | None (or less than $201) | 4.16 | ||
| Invesco Dynamic Leisure & Entertainment ETF (PEJ) | $1,001 - $15,000 | None (or less than $201) | 4.17 | ||
| Invesco Preferred ETF (PGX) | $1,001 - $15,000 | None (or less than $201) | 4.18 | ||
| Invesco S&P 500 Momentum ETF (SPMO) | $1,001 - $15,000 | None (or less than $201) | 4.19 | ||
| iShares Broad USD High Yield Corporate Bond ETF (USHY) | $1,001 - $15,000 | None (or less than $201) | 4.20 | ||
| iShares Cybersecurity and Tech ETF (IHAK) | $15,001 - $50,000 | None (or less than $201) | 4.21 | ||
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) | 4.22 | ||
| ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) | $1,001 - $15,000 | None (or less than $201) | 4.23 | ||
| iShares Global Industrials ETF (EXI) | $1,001 - $15,000 | None (or less than $201) | 4.24 | ||
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | 4.25 | ||
| iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $1,001 - $15,000 | None (or less than $201) | 4.26 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 4.27 | ||
| iShares MSCIEmerging Markets ex China ETF (EMXC) | $1,001 - $15,000 | None (or less than $201) | 4.28 | ||
| iShares Core International Aggregate Bond ETF (IAGG) | $1,001 - $15,000 | None (or less than $201) | 4.29 | ||
| ISHARES MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) | 4.30 | ||
| iShares Edge MSCI Intl Quality Factor ETF (IQLT) | $15,001 - $50,000 | None (or less than $201) | 4.31 | ||
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | 4.32 | ||
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | $1,001 - $15,000 | None (or less than $201) | 4.33 | ||
| iShares Global Healthcare ETF (IXJ) | $1,001 - $15,000 | None (or less than $201) | 4.34 | ||
| IShares S&P 100 ETF (OEF) | $1,001 - $15,000 | None (or less than $201) | 4.35 | ||
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | 4.36 | ||
| iShares S&P 500 Value ETF (IVE) | $15,001 - $50,000 | None (or less than $201) | 4.37 | ||
| ISHARES TIPS BOND ETF (TIP) | $1,001 - $15,000 | None (or less than $201) | 4.38 | ||
| iShares Core MSCI International Developed Markets ETF (IDEV) | $15,001 - $50,000 | None (or less than $201) | 4.39 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | 4.40 | ||
| iShares MSCI EAFE Value ETF (EFV) | $15,001 - $50,000 | None (or less than $201) | 4.41 | ||
| IShares TR MSCI EAFE Growth | $15,001 - $50,000 | None (or less than $201) | 4.42 | ||
| iShares MSCI EAFE Growth ETF (EFG) | $1,001 - $15,000 | None (or less than $201) | 4.43 | ||
| iShares US Technology ETF (IYW) | $15,001 - $50,000 | None (or less than $201) | 4.44 | ||
| iShares U.S. Thematic Rotation Active ETF (THRO) | $1,001 - $15,000 | None (or less than $201) | 4.45 | ||
| iShares Edge MSCI Multifactor USA Small- Cap ETF (SMLF) | $1,001 - $15,000 | None (or less than $201) | 4.46 | ||
| iShares Transportation Average ETF (IYT) | $1,001 - $15,000 | None (or less than $201) | 4.47 | ||
| ISHARES US TREASURY BOND ETF (GOVT) | $1,001 - $15,000 | None (or less than $201) | 4.48 | ||
| iShares 10-20 Year Treasury Bond ETF (TLH) | $1,001 - $15,000 | None (or less than $201) | 4.49 | ||
| iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | 4.50 | ||
| Janus Henderson Mortgage-Backed Securities ETF (JMBS) | $1,001 - $15,000 | None (or less than $201) | 4.51 | ||
| JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY)) | $1,001 - $15,000 | None (or less than $201) | 4.52 | ||
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF (JMTG) | $1,001 - $15,000 | None (or less than $201) | 4.53 | ||
| Materials Select Sector SPDR Fund (XLB) | $1,001 - $15,000 | None (or less than $201) | 4.54 | ||
| Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) | $1,001 - $15,000 | None (or less than $201) | 4.55 | ||
| Pacer US Cash Cows 100 ETF (COWZ) | $1,001 - $15,000 | None (or less than $201) | 4.56 | ||
| Schwab Short-Term US Treasury ETF (SCHO) | $1,001 - $15,000 | None (or less than $201) | 4.57 | ||
| Consumer Staples Select Sector SPDR Fund (XLP) | $1,001 - $15,000 | None (or less than $201) | 4.58 | ||
| Energy Select Sector SPDR Fund (XLE) | $1,001 - $15,000 | None (or less than $201) | 4.59 | ||
| Utilities Select Sector SPDR Fund (XLU) | $1,001 - $15,000 | None (or less than $201) | 4.60 | ||
| SPDR S&P Regional Banking ETF (KRE) | $1,001 - $15,000 | None (or less than $201) | 4.61 | ||
| SPDR Portfolio Intermediate Term Treasury ETF (SPTI) | $1,001 - $15,000 | None (or less than $201) | 4.62 | ||
| SPDR Portfolio Short Term Treasury ETF (SPTS) | $1,001 - $15,000 | None (or less than $201) | 4.63 | ||
| SPDR S&P Homebuilders ETF (XHB) | $1,001 - $15,000 | None (or less than $201) | 4.64 | ||
| SPDR S&P Metals & Mining ETF (XME) | $1,001 - $15,000 | None (or less than $201) | 4.65 | ||
| SPDR S&P Dividend ETF (SDY) | $1,001 - $15,000 | None (or less than $201) | 4.66 | ||
| SPDR S&PGlobal Natural Resources ETF (GNR) | $1,001 - $15,000 | None (or less than $201) | 4.67 | ||
| Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | 4.68 | ||
| VanEck Vectors Agribusiness ETF (MOO) | $1,001 - $15,000 | None (or less than $201) | 4.69 | ||
| VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) | $1,001 - $15,000 | None (or less than $201) | 4.70 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $1,001 - $15,000 | None (or less than $201) | 4.71 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 4.72 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 4.73 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $1,001 - $15,000 | None (or less than $201) | 4.74 | ||
| Vanguard Industrials Index Fund ETF Class Shares (VIS) | $1,001 - $15,000 | None (or less than $201) | 4.75 | ||
| Vanguard Intermediate-Term Treasury Index Fund Admiral Class Shares (VSIGX) | $1,001 - $15,000 | None (or less than $201) | 4.76 | ||
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | $1,001 - $15,000 | None (or less than $201) | 4.77 | ||
| Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | $1,001 - $15,000 | None (or less than $201) | 4.78 | ||
| Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | $1,001 - $15,000 | None (or less than $201) | 4.79 | ||
| Vanguard Real Estate Index Fund ETF Shares (VNQ) | $1,001 - $15,000 | None (or less than $201) | 4.80 | ||
| Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | $1,001 - $15,000 | None (or less than $201) | 4.81 | ||
| Vanguard Russell 2000 Value Index Fund ETF Shares (VTWV) | $1,001 - $15,000 | None (or less than $201) | 4.82 | ||
| Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH) | $1,001 - $15,000 | None (or less than $201) | 4.83 | ||
| Vanguard Small-Cap Growth Index Fund Admiral Class Shares (VSGAX) | $1,001 - $15,000 | None (or less than $201) | 4.84 | ||
| Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | 4.85 | ||
| Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $1,001 - $15,000 | None (or less than $201) | 4.86 | ||
| Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | None (or less than $201) | 4.87 | ||
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $1,001 - $15,000 | None (or less than $201) | 4.88 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | 4.89 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | None (or less than $201) | 4.90 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | 4.91 | ||
| SPDR Gold MiniShares Trust (GLDM) | $1,001 - $15,000 | None (or less than $201) | 4.92 | ||
| Xtrackers USD High Yield Corporate Bond ETF (HYLB) | $1,001 - $15,000 | None (or less than $201) | 4.93 | ||
| New Perspective Fund Class F2 Shares (ANWFX) | $1,001 - $15,000 | None (or less than $201) | 4.94 | ||
| American Funds Bond Fund of America F2 (ABNFX) | $1,001 - $15,000 | None (or less than $201) | 4.95 | ||
| EuroPacific Growth Fund Class F2 Shares (AEPFX) | $1,001 - $15,000 | None (or less than $201) | 4.96 | ||
| AMERICAN GROWTH FUND OF AMERICA CL F2 | $1,001 - $15,000 | None (or less than $201) | 4.97 | ||
| American Mutual Fund Class F2 Shares (AMRFX) | $1,001 - $15,000 | None (or less than $201) | 4.98 | ||
| American SMALLCAP World Fund, Inc Class F2 Shares (SMCFX) | $1,001 - $15,000 | None (or less than $201) | 4.99 | ||
| Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | 4.100 | ||
| BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $1,001 - $15,000 | None (or less than $201) | 4.101 | ||
| BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) | $1,001 - $15,000 | None (or less than $201) | 4.102 | ||
| BlackRock Total Return Fund Institutional Shares (MAHQX) | $1,001 - $15,000 | None (or less than $201) | 4.103 | ||
| Causeway International Value Fund Institutional Class Shares (CIVIX) | $1,001 - $15,000 | None (or less than $201) | 4.104 | ||
| ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $1,001 - $15,000 | None (or less than $201) | 4.105 | ||
| Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | 4.106 | ||
| Franklin DynaTech Fund Advisor Class Shares (FDYZX) | $1,001 - $15,000 | None (or less than $201) | 4.107 | ||
| Franklin Small Cap Value Fund Advisor Class (FVADX) | $1,001 - $15,000 | None (or less than $201) | 4.108 | ||
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $1,001 - $15,000 | None (or less than $201) | 4.109 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | 4.110 | ||
| JPMorgan Core Plus Bond Fund Class I Shares (HLIPX) | $1,001 - $15,000 | None (or less than $201) | 4.111 | ||
| JPMorgan Emerging Markets Equity Fund Class A Shares (JFAMX) | $1,001 - $15,000 | None (or less than $201) | 4.112 | ||
| JPMorgan Large Cap Value Fund Class I Shares (HLQVX) | $1,001 - $15,000 | None (or less than $201) | 4.113 | ||
| JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | $1,001 - $15,000 | None (or less than $201) | 4.114 | ||
| JPMorgan US Equity Fund Class I Shares (JUESX) | $1,001 - $15,000 | None (or less than $201) | 4.115 | ||
| JPMorgan Value Advantage Fund Class I Shares (JVASX) | $1,001 - $15,000 | None (or less than $201) | 4.116 | ||
| JPMorgan Income Fund Class I Shares (JMSIX) | $1,001 - $15,000 | None (or less than $201) | 4.117 | ||
| JPMorgan International Focus Fund Class A Shares (IUAEX) | $1,001 - $15,000 | None (or less than $201) | 4.118 | ||
| JPMorgan US Research Enhanced Equity Fund Class I Shares (JDESX) | $1,001 - $15,000 | None (or less than $201) | 4.119 | ||
| Lord Abbett Growth Leaders Fund Class I Shares (LGLIX) | $1,001 - $15,000 | None (or less than $201) | 4.120 | ||
| MFS Value Fund Class I Shares (MEIIX) | $1,001 - $15,000 | None (or less than $201) | 4.121 | ||
| Oakmark Select Fund Institutional Class Shares (OANLX) | $1,001 - $15,000 | None (or less than $201) | 4.122 | ||
| Parnassus Core Equity Fund Institutional Shares (PRILX) | $1,001 - $15,000 | None (or less than $201) | 4.123 | ||
| PGIM Jennison Natural Resources Fund Class Z Shares (PNRZX) | $1,001 - $15,000 | None (or less than $201) | 4.124 | ||
| PGIM Total Return Bond Fund Class Z Shares (PDBZX) | $1,001 - $15,000 | None (or less than $201) | 4.125 | ||
| PIMCO Income Fund Class I-2 Shares (PONPX) | $1,001 - $15,000 | None (or less than $201) | 4.126 | ||
| PIMCO International Bond Fund (U.S. Dollar- Hedged) I-2 (PFBPX) | $1,001 - $15,000 | None (or less than $201) | 4.127 | ||
| PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) | $1,001 - $15,000 | None (or less than $201) | 4.128 | ||
| Principal MidCap Fund Institutional Class Shares (PCBIX) | $15,001 - $50,000 | None (or less than $201) | 4.129 | ||
| Putnam Equity Income Fund Class Y Shares (PEIYX) | $1,001 - $15,000 | None (or less than $201) | 4.130 | ||
| Putnam Short Duration Bond Fund Class Y Shares (PARYX) | $1,001 - $15,000 | None (or less than $201) | 4.131 | ||
| Templeton Developing Markets Trust Advisor Class Shares (TDADX) | $1,001 - $15,000 | None (or less than $201) | 4.132 | ||
| Templeton Foreign Fund Advisor Class Shares (TFFAX) | $1,001 - $15,000 | None (or less than $201) | 4.133 |
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. |
|---|---|---|---|
| Envirotech Services, Inc | Consulting services. A client of McCoshen Logistics Solutions, LLC | 1 | |
| C. Reiss Company | Construction oversight and consulting services. A client of McCoshen Logistics Solutions, LLC | 2 | |
| Hallett Railroad Storage and Services, LLC | Consulting services. A client of McCoshen Logistics Solutions, LLC | 3 |
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. |
|---|---|---|---|---|---|
| Inherited IRA #1 | 1 | ||||
| FedFund Premier Shares (BUPXX) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Consumer Discretionary Select Sector SPDR Fund (XLY) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Fidelity High Dividend ETF (FDVV) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| First Trust Large Cap Value AlphaDEX Fund (FTA) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| First Trust Materials AlphaDEX Fund (FXZ) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| First Trust Morningstar Dividend Leaders Index Fund (FDL) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| First Trust Capital Strength ETF (FTCS) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| First Trust Dow Jones Internet Index Fund (FDN) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| First Trust Rising Dividend Achievers ETF (RDVY) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| Franklin FTSE Japan ETF (FLJP) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| Global X US Infrastructure Development ETF (PAVE) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| Invesco Dynamic Leisure & Entertainment ETF (PEJ) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| iShares Cybersecurity and Tech ETF (IHAK) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| iShares Edge MSCI USA Momentum Factor ETF (MTUM) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| Ishares Russell 1000 Growth ETF (IWF) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| iShares Core MSCI International Developed Markets ETF (IDEV) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | 1.21 | ||
| iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| Pacer US Cash Cows 100 ETF (COWZ) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| Energy Select Sector SPDR Fund (XLE) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| SPDR S&P Metals & Mining ETF (XME) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| SPDR S&PGlobal Natural Resources ETF (GNR) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | 1.28 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 1.30 | ||
| Vanguard Financials Index Fund ETF Shares (VFH) | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Vanguard Industrials Index Fund ETF Class Shares (VIS) | $1,001 - $15,000 | None (or less than $201) | 1.33 | ||
| Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | 1.35 | ||
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX) | $1,001 - $15,000 | None (or less than $201) | 1.37 | ||
| Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | None (or less than $201) | 1.38 | ||
| Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK) | $1,001 - $15,000 | None (or less than $201) | 1.39 | ||
| Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | 1.40 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | 1.41 | ||
| CullenEmerging Markets High Dividend Fund Class I Shares (CEMFX) | $1,001 - $15,000 | None (or less than $201) | 1.42 | ||
| Franklin DynaTech Fund Advisor Class Shares (FDYZX) | $1,001 - $15,000 | None (or less than $201) | 1.43 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| John Hancock Regional Bank Fund Class I Shares (JRBFX) | $1,001 - $15,000 | None (or less than $201) | 1.45 | ||
| Emerging Markets Fund Institutional Class Shares (DEMIX) | $1,001 - $15,000 | None (or less than $201) | 1.46 | ||
| Oakmark Select Fund Investor Class Shares (OAKLX) | $1,001 - $15,000 | None (or less than $201) | 1.47 | ||
| T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $1,001 - $15,000 | None (or less than $201) | 1.48 |
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 | ||||
| U.S. Bank #2 (Cash) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| FID ENHANCED LARGE CAP VALUE ETF SH (FELV) | $15,001 - $50,000 | $201 - $1,000 | 1.2 | ||
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) | $15,001 - $50,000 | $201 - $1,000 | 1.3 | ||
| Fidelity Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX) | $15,001 - $50,000 | $1,001 - $2,500 | 1.4 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $50,001 - $100K | $201 - $1,000 | 1.5 | ||
| CIBC Note Linked to the Russell 2000 Index | $15,001 - $50,000 | None (or less than $201) | 1.6 | ||
| HSBC Note Linked to the Russell 2000 Index | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| brokerage account #2 | 2 | ||||
| U.S. Bank #3 (Cash) | $50,001 - $100K | None (or less than $201) | 2.1 | ||
| Cheniere Energy, Inc. (LNG) | $15,001 - $50,000 | None (or less than $201) | 2.2 | ||
| Cleveland-Cliffs, Inc. (CLF) | $50,001 - $100K | None (or less than $201) | 2.3 | ||
| Freeport-McMoRan, Inc. (FCX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 2.4 | |
| Nucor Corp. (NUE) | $50,001 - $100K | $201 - $1,000 | Dividends | 2.5 | |
| CIBC Note Linked to Russell 2000 Index | $15,001 - $50,000 | None (or less than $201) | 2.6 | ||
| Brokerage account #3 | 3 | ||||
| FedFund Premier Shares (BUPXX) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| U.S. Bank #2 (Cash) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Abbvie, Inc. (ABBV) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 3.3 | |
| Accenture plc (ACN) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| Automatic Data Processing, Inc. (ADP) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| Carrier Global Corporation Common Stock (CARR) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| Communication Services Select Sector SPDR Fund (XLC) | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Consumer Discretionary Select Sector SPDR Fund (XLY) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| Domino's Pizza, Inc. (DPZ) | $1,001 - $15,000 | $1,001 - $2,500 | Dividends | 3.9 | |
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| First Trust Large Cap Value AlphaDEX Fund (FTA) | $15,001 - $50,000 | None (or less than $201) | 3.11 | ||
| First Trust Capital Strength ETF (FTCS) | $15,001 - $50,000 | None (or less than $201) | 3.12 | ||
| First Trust Dow Jones Internet Index Fund (FDN) | $15,001 - $50,000 | None (or less than $201) | 3.13 | ||
| First Trust Rising Dividend Achievers ETF (RDVY) | $15,001 - $50,000 | None (or less than $201) | 3.14 | ||
| Franklin Liberty Systematic Style Premia ETF (FLSP) | $1,001 - $15,000 | None (or less than $201) | 3.15 | ||
| FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF (FLQL) | $1,001 - $15,000 | None (or less than $201) | 3.16 | ||
| Global X US Preferred ETF (PFFD) | $1,001 - $15,000 | None (or less than $201) | 3.17 | ||
| Global X US Infrastructure Development ETF (PAVE) | $15,001 - $50,000 | None (or less than $201) | 3.18 | ||
| Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | None (or less than $201) | 3.19 | ||
| Intuit, Inc. (INTU) | $1,001 - $15,000 | None (or less than $201) | 3.20 | ||
| INVESCO KBW BANK ETF (KBWB) | $1,001 - $15,000 | None (or less than $201) | 3.21 | ||
| Invesco Dynamic Leisure & Entertainment ETF (PEJ) | $1,001 - $15,000 | None (or less than $201) | 3.22 | ||
| Invesco S&P 500 Momentum ETF (SPMO) | $1,001 - $15,000 | None (or less than $201) | 3.23 | ||
| iShares China Large-Cap ETF (FXI) | $1,001 - $15,000 | None (or less than $201) | 3.24 | ||
| iShares Convertible Bond ETF (ICVT) | $1,001 - $15,000 | None (or less than $201) | 3.25 | ||
| iShares Cybersecurity and Tech ETF (IHAK) | $15,001 - $50,000 | None (or less than $201) | 3.26 | ||
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 | None (or less than $201) | 3.27 | ||
| iShares Edge MSCI Min VolEmerging Markets ETF (EEMV) | $1,001 - $15,000 | None (or less than $201) | 3.28 | ||
| iShares ESG Aware MSCI EM ETF (ESGE) | $1,001 - $15,000 | None (or less than $201) | 3.29 | ||
| iShares ESG MSCI EAFE ETF (ESGD) | $1,001 - $15,000 | None (or less than $201) | 3.30 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $15,001 - $50,000 | None (or less than $201) | 3.31 | ||
| iShares Core International Aggregate Bond ETF (IAGG) | $1,001 - $15,000 | None (or less than $201) | 3.32 | ||
| ISHARES MBS ETF (MBB) | $1,001 - $15,000 | None (or less than $201) | 3.33 | ||
| Ishares Russell 1000 Growth ETF (IWF) | $1,001 - $15,000 | None (or less than $201) | 3.34 | ||
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | $1,001 - $15,000 | None (or less than $201) | 3.35 | ||
| IShares S&P 100 ETF (OEF) | $1,001 - $15,000 | None (or less than $201) | 3.36 | ||
| iShares S&P 500 Growth ETF (IVW) | $1,001 - $15,000 | None (or less than $201) | 3.37 | ||
| iShares S&P 500 Value ETF (IVE) | $15,001 - $50,000 | None (or less than $201) | 3.38 | ||
| iShares Short-Term National Muni Bond ETF (SUB) | $1,001 - $15,000 | None (or less than $201) | 3.39 | ||
| iShares Core MSCI International Developed Markets ETF (IDEV) | $1,001 - $15,000 | None (or less than $201) | 3.40 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | 3.41 | ||
| iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 | None (or less than $201) | 3.42 | ||
| iShares MSCI EAFE Growth ETF (EFG) | $1,001 - $15,000 | None (or less than $201) | 3.43 | ||
| BlackRock US Equity Factor Rotation ETF (DYNF) | $15,001 - $50,000 | None (or less than $201) | 3.44 | ||
| iShares Commodities Select Strategy ETF (COMT) | $1,001 - $15,000 | None (or less than $201) | 3.45 | ||
| iShares US Healthcare ETF (IYH) | $15,001 - $50,000 | None (or less than $201) | 3.46 | ||
| iShares US Technology ETF (IYW) | $1,001 - $15,000 | None (or less than $201) | 3.47 | ||
| iShares U.S. Thematic Rotation Active ETF (THRO) | $1,001 - $15,000 | None (or less than $201) | 3.48 | ||
| iShares Transportation Average ETF (IYT) | $15,001 - $50,000 | None (or less than $201) | 3.49 | ||
| ISHARES US TREASURY BOND ETF (GOVT) | $1,001 - $15,000 | None (or less than $201) | 3.50 | ||
| iShares 10-20 Year Treasury Bond ETF (TLH) | $1,001 - $15,000 | None (or less than $201) | 3.51 | ||
| iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | 3.52 | ||
| JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) | $1,001 - $15,000 | None (or less than $201) | 3.53 | ||
| JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) | $1,001 - $15,000 | None (or less than $201) | 3.54 | ||
| JPMORGAN Hedged Equity Laddered Overlay ETF (HELO) | $1,001 - $15,000 | None (or less than $201) | 3.55 | ||
| JPMorgan Municipal ETF (JMUB) | $1,001 - $15,000 | None (or less than $201) | 3.56 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 3.57 | ||
| Materials Select Sector SPDR Fund (XLB) | $15,001 - $50,000 | None (or less than $201) | 3.58 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 3.59 | ||
| Moody's Corp. (MCO) | $1,001 - $15,000 | None (or less than $201) | 3.60 | ||
| Motorola Solutions, Inc. (MSI) | $1,001 - $15,000 | None (or less than $201) | 3.61 | ||
| Nasdaq, Inc. (NDAQ) | $1,001 - $15,000 | None (or less than $201) | 3.62 | ||
| Nuveen ESG Large-Cap Growth ETF (NULG) | $1,001 - $15,000 | None (or less than $201) | 3.63 | ||
| Nuveen ESG Large-Cap Value ETF (NULV) | $1,001 - $15,000 | None (or less than $201) | 3.64 | ||
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 3.65 | ||
| Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) | $1,001 - $15,000 | None (or less than $201) | 3.66 | ||
| Pacer US Cash Cows 100 ETF (COWZ) | $15,001 - $50,000 | None (or less than $201) | 3.67 | ||
| Parker-Hannifin Corp. (PH) | $1,001 - $15,000 | None (or less than $201) | 3.68 | ||
| Roper Technologies, Inc. (ROP) | $1,001 - $15,000 | None (or less than $201) | 3.69 | ||
| Schwab Short-Term US Treasury ETF (SCHO) | $1,001 - $15,000 | None (or less than $201) | 3.70 | ||
| Energy Select Sector SPDR Fund (XLE) | $15,001 - $50,000 | None (or less than $201) | 3.71 | ||
| The Sherwin-Williams Co. (SHW) | $1,001 - $15,000 | None (or less than $201) | 3.72 | ||
| SPDR S&P Bank ETF (KBE) | $15,001 - $50,000 | None (or less than $201) | 3.73 | ||
| SPDR S&P Regional Banking ETF (KRE) | $15,001 - $50,000 | None (or less than $201) | 3.74 | ||
| SPDR Portfolio Developed World ex-US ETF (SPDW) | $1,001 - $15,000 | None (or less than $201) | 3.75 | ||
| SPDR Portfolio High Yield Bond ETF (SPHY) | $1,001 - $15,000 | None (or less than $201) | 3.76 | ||
| SPDR PORTFOLIO S&P 500 ETF (SPLG) | $15,001 - $50,000 | None (or less than $201) | 3.77 | ||
| SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | $1,001 - $15,000 | None (or less than $201) | 3.78 | ||
| SPDR S&P Homebuilders ETF (XHB) | $1,001 - $15,000 | None (or less than $201) | 3.79 | ||
| Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | None (or less than $201) | 3.80 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | None (or less than $201) | 3.81 | ||
| Technology Select Sector SPDR Fund (XLKI) | $1,001 - $15,000 | None (or less than $201) | 3.82 | ||
| The TJX Cos., Inc. (TJX) | $1,001 - $15,000 | None (or less than $201) | 3.83 | ||
| VanEck Vectors Morningstar Wide Moat ETF (MOAT) | $15,001 - $50,000 | None (or less than $201) | 3.84 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 3.85 | ||
| Vanguard Consumer Staples Index Fund ETF Shares (VDC) | $1,001 - $15,000 | None (or less than $201) | 3.86 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 3.87 | ||
| Vanguard Growth Index Fund ETF Class Shares (VUG) | $1,001 - $15,000 | None (or less than $201) | 3.88 | ||
| Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $1,001 - $15,000 | None (or less than $201) | 3.89 | ||
| Vanguard Industrials Index Fund ETF Class Shares (VIS) | $15,001 - $50,000 | None (or less than $201) | 3.90 | ||
| Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $1,001 - $15,000 | None (or less than $201) | 3.91 | ||
| Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT) | $1,001 - $15,000 | None (or less than $201) | 3.92 | ||
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) | $1,001 - $15,000 | None (or less than $201) | 3.93 | ||
| Vanguard International High Dividend Yield Index Fund ETF Shares (VYMI) | $1,001 - $15,000 | None (or less than $201) | 3.94 | ||
| Vanguard Real Estate Index Fund ETF Shares (VNQ) | $15,001 - $50,000 | None (or less than $201) | 3.95 | ||
| Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | $1,001 - $15,000 | None (or less than $201) | 3.96 | ||
| Vanguard Russell 2000 Index Fund ETF Shares (VTWO) | $1,001 - $15,000 | None (or less than $201) | 3.97 | ||
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX) | $1,001 - $15,000 | None (or less than $201) | 3.98 | ||
| Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | None (or less than $201) | 3.99 | ||
| Vanguard Small-Cap Growth Index Fund Admiral Class Shares (VSGAX) | $1,001 - $15,000 | None (or less than $201) | 3.100 | ||
| Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | $1,001 - $15,000 | None (or less than $201) | 3.101 | ||
| Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1,001 - $15,000 | None (or less than $201) | 3.102 | ||
| Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | None (or less than $201) | 3.103 | ||
| Vanguard Total International Stock Index Fund ETF Shares (VXUS) | $15,001 - $50,000 | None (or less than $201) | 3.104 | ||
| Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | 3.105 | ||
| Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | None (or less than $201) | 3.106 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | 3.107 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 3.108 | ||
| WisdomTree Cloud Computing Fund (WCLD) | $15,001 - $50,000 | None (or less than $201) | 3.109 | ||
| WisdomTreeEmerging Markets SmallCap Dividend Fund (DGS) | $1,001 - $15,000 | None (or less than $201) | 3.110 | ||
| WisdomTreeEmerging Markets High Dividend Fund (DEM) | $1,001 - $15,000 | None (or less than $201) | 3.111 | ||
| WisdomTree International High Dividend Fund (DTH) | $1,001 - $15,000 | None (or less than $201) | 3.112 | ||
| WisdomTree Japan Hedged Equity Fund (DXJ) | $1,001 - $15,000 | None (or less than $201) | 3.113 | ||
| WISDOMTREE U.S. QUALITY GROWTH FD SHS (QGRW) | $1,001 - $15,000 | None (or less than $201) | 3.114 | ||
| WisdomTreeEmerging Markets Quality Dividend Growth Fund (DGRE) | $1,001 - $15,000 | None (or less than $201) | 3.115 | ||
| WisdomTree US High Yield Corporate Bond Fund (WFHY) | $1,001 - $15,000 | None (or less than $201) | 3.116 | ||
| WISDOMTREE US MIDCAP DIV FD (DON) | $1,001 - $15,000 | None (or less than $201) | 3.117 | ||
| WISDOMTREE US SMALLCAP DIVD FD (DES) | $1,001 - $15,000 | None (or less than $201) | 3.118 | ||
| WISDOMTREE US TOTAL DIVID FD (DTD) | $1,001 - $15,000 | None (or less than $201) | 3.119 | ||
| WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) | $1,001 - $15,000 | None (or less than $201) | 3.120 | ||
| WisdomTree International Quality Dividend Growth Fund (IQDG) | $1,001 - $15,000 | None (or less than $201) | 3.121 | ||
| SPDR Gold MiniShares Trust (GLDM) | $1,001 - $15,000 | None (or less than $201) | 3.122 | ||
| Zoetis, Inc. (ZTS) | $1,001 - $15,000 | None (or less than $201) | 3.123 | ||
| American High-Income Municipal Bond Fund Class F2 Shares (AHMFX) | $1,001 - $15,000 | None (or less than $201) | 3.124 | ||
| Artisan High Income Fund Advisor Class Shares (APDFX) | $1,001 - $15,000 | None (or less than $201) | 3.125 | ||
| BlackRock Equity Dividend Fund Institutional Shares (MADVX) | $1,001 - $15,000 | None (or less than $201) | 3.126 | ||
| BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL INSTL (BDMIX) | $1,001 - $15,000 | None (or less than $201) | 3.127 | ||
| BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) | $1,001 - $15,000 | None (or less than $201) | 3.128 | ||
| BlackRock Tactical Opportunities Fund Institutional Shares (PBAIX) | $1,001 - $15,000 | None (or less than $201) | 3.129 | ||
| Blackstone Alternative Multi-Strategy Fund Class I Shares (BXMIX) | $1,001 - $15,000 | None (or less than $201) | 3.130 | ||
| Brown Advisory Sustainable Growth Fund Institutional Class Shares (BAFWX) | $1,001 - $15,000 | None (or less than $201) | 3.131 | ||
| Calvert Small Cap Fund Class I Shares (CSVIX) | $1,001 - $15,000 | None (or less than $201) | 3.132 | ||
| Calvert US Large-Cap Value Responsible Index Fund Class I Shares (CFJIX) | $1,001 - $15,000 | None (or less than $201) | 3.133 | ||
| Causeway International Value Fund Institutional Class Shares (CIVIX) | $1,001 - $15,000 | None (or less than $201) | 3.134 | ||
| Community Reinvestment Act Qualified Investment Fund Institutional Class Shares (CRANX) | $1,001 - $15,000 | None (or less than $201) | 3.135 | ||
| ClearBridge Large Cap Growth Fund Class A Shares (SBLGX) | $1,001 - $15,000 | None (or less than $201) | 3.136 | ||
| Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | 3.137 | ||
| Franklin Small Cap Value Fund Advisor Class (FVADX) | $1,001 - $15,000 | None (or less than $201) | 3.138 | ||
| Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | $15,001 - $50,000 | None (or less than $201) | 3.139 | ||
| Goldman Sachs International Equity ESG Fund Class C Shares (GSICX) | $1,001 - $15,000 | None (or less than $201) | 3.140 | ||
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | 3.141 | ||
| John Hancock Diversified Macro Fund Class A Shares (JDJAX) | $1,001 - $15,000 | None (or less than $201) | 3.142 | ||
| JPMorgan Core Plus Bond Fund Class I Shares (HLIPX) | $1,001 - $15,000 | None (or less than $201) | 3.143 | ||
| JPMorgan Emerging Markets Equity Fund Class A Shares (JFAMX) | $1,001 - $15,000 | None (or less than $201) | 3.144 | ||
| JPMorgan Large Cap Value Fund Class I Shares (HLQVX) | $1,001 - $15,000 | None (or less than $201) | 3.145 | ||
| JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | $1,001 - $15,000 | None (or less than $201) | 3.146 | ||
| JPMorgan US Equity Fund Class I Shares (JUESX) | $1,001 - $15,000 | None (or less than $201) | 3.147 | ||
| JPMorgan International Focus Fund Class A Shares (IUAEX) | $1,001 - $15,000 | None (or less than $201) | 3.148 | ||
| JPMorgan Research Market Neutral Fund Class A Shares (JMNAX) | $1,001 - $15,000 | None (or less than $201) | 3.149 | ||
| JPMorgan US Research Enhanced Equity Fund Class I Shares (JDESX) | $1,001 - $15,000 | None (or less than $201) | 3.150 | ||
| NatixisLoomis Sayles Growth Fund Class Y Shares (LSGRX) | $1,001 - $15,000 | None (or less than $201) | 3.151 | ||
| Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX) | $1,001 - $15,000 | None (or less than $201) | 3.152 | ||
| Lord Abbett Mid Cap Stock Fund Inc Class A Shares (LAVLX) | $1,001 - $15,000 | None (or less than $201) | 3.153 | ||
| Delaware Corporate Bond Fund Institutional Class Shares (DGCIX) | $1,001 - $15,000 | None (or less than $201) | 3.154 | ||
| MFS Value Fund Class A Shares (MEIAX) | $1,001 - $15,000 | None (or less than $201) | 3.155 | ||
| Morgan Stanley Institutional Fund Trust Growth Portfolio Class I Shares (MSEQX) | $15,001 - $50,000 | None (or less than $201) | 3.156 | ||
| Gateway Fund Class Y Shares (GTEYX) | $1,001 - $15,000 | None (or less than $201) | 3.157 | ||
| TIAA-CREF Core Impact Bond Fund Advisor Class Shares (TSBHX) | $1,001 - $15,000 | None (or less than $201) | 3.158 | ||
| MainStay MacKay High Yield Municipal Bond Fund Class I Shares (MMHIX) | $1,001 - $15,000 | None (or less than $201) | 3.159 | ||
| Oakmark Fund Institutional Class Shares (OANMX) | $1,001 - $15,000 | None (or less than $201) | 3.160 | ||
| Oakmark International Fund Institutional Class Shares (OANIX) | $1,001 - $15,000 | None (or less than $201) | 3.161 | ||
| Oakmark Select Fund Investor Class Shares (OAKLX) | $15,001 - $50,000 | None (or less than $201) | 3.162 | ||
| Parnassus Core Equity Fund Institutional Shares (PRILX) | $1,001 - $15,000 | None (or less than $201) | 3.163 | ||
| PIMCO CommodityRealReturn Strategy Fund Class I-2 Shares (PCRPX) | $1,001 - $15,000 | None (or less than $201) | 3.164 | ||
| PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) | $1,001 - $15,000 | None (or less than $201) | 3.165 | ||
| Principal Real Estate Securities Fund Class R- 6 Shares (PFRSX) | $1,001 - $15,000 | None (or less than $201) | 3.166 | ||
| Putnam Equity Income Fund Class Y Shares (PEIYX) | $1,001 - $15,000 | None (or less than $201) | 3.167 | ||
| T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $1,001 - $15,000 | None (or less than $201) | 3.168 | ||
| Templeton Developing Markets Trust Advisor Class Shares (TDADX) | $1,001 - $15,000 | None (or less than $201) | 3.169 | ||
| Templeton Foreign Fund Advisor Class Shares (TFFAX) | $1,001 - $15,000 | None (or less than $201) | 3.170 | ||
| Tax-Exempt Bond Fund of America Class F2 Shares (TEAFX) | $1,001 - $15,000 | None (or less than $201) | 3.171 | ||
| Touchstone Mid Cap Growth Fund Class Y Shares (TEGYX) | $1,001 - $15,000 | None (or less than $201) | 3.172 | ||
| Vaughan Nelson Select Fund Class Y Shares (VNSYX) | $1,001 - $15,000 | None (or less than $201) | 3.173 | ||
| Vaughan Nelson Small Cap Value Fund Class Y Shares (NEJYX) | $1,001 - $15,000 | None (or less than $201) | 3.174 | ||
| Voya GNMA Income Fund Class I Shares (LEINX) | $1,001 - $15,000 | None (or less than $201) | 3.175 | ||
| WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | $1,001 - $15,000 | None (or less than $201) | 3.176 |
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.
