Arjun Mody
Reported Asset Values
$1.6M–$6.5M+
The data on this page comes from a financial disclosure filed by Arjun Mody, who was picked to be: Deputy Commissioner, Social Security Administration. 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. |
|---|---|---|---|---|---|
| Common Values PAC | $40,000 | Salary | 1 | ||
| Roth IRA | 2 | ||||
| INVESCO NASDAQ 100 ETF (QQQM) | $50,001 - $100K | None (or less than $201) | 2.1 | ||
| IRA #2 | 3 | ||||
| WILLIAM BLAIR ALL CAP GROWTH SMA | 3.1 | ||||
| ABBOTT LABORATORIES (ABT) | $1,001 - $15,000 | None (or less than $201) | 3.1.1 | ||
| ACV Auctions Inc. Class A Common Stock (ACVA) | $1,001 - $15,000 | None (or less than $201) | 3.1.2 | ||
| Advanced Drainage Systems, Inc. (WMS) | $1,001 - $15,000 | None (or less than $201) | 3.1.3 | ||
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 | None (or less than $201) | 3.1.4 | ||
| Agilent Technologies, Inc. (A) | $1,001 - $15,000 | None (or less than $201) | 3.1.5 | ||
| ALPHABET INC SHS CL A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 3.1.6 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 3.1.7 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 3.1.8 | ||
| BALDWIN INSURANCE GRP INC (BWIN) | $1,001 - $15,000 | None (or less than $201) | 3.1.9 | ||
| The Brink's Co. (BCO) | $1,001 - $15,000 | None (or less than $201) | 3.1.10 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 3.1.11 | ||
| Cameco Corporation Common Stock (CCJ) | $1,001 - $15,000 | None (or less than $201) | 3.1.12 | ||
| The Carlyle Group Inc. Common Stock (CG) | $1,001 - $15,000 | None (or less than $201) | 3.1.13 | ||
| Chipotle Mexican Grill, Inc. (CMG) | $1,001 - $15,000 | None (or less than $201) | 3.1.14 | ||
| Clearwater Analytics Holdings Inc. Class A Common Stock (CWAN) | $1,001 - $15,000 | None (or less than $201) | 3.1.15 | ||
| Confluent Inc. Class A Common Stock (CFLT) | $1,001 - $15,000 | None (or less than $201) | 3.1.16 | ||
| Copart, Inc. (CPRT) | $1,001 - $15,000 | None (or less than $201) | 3.1.17 | ||
| Doximity Inc. Class A Common Stock (DOCS) | $1,001 - $15,000 | None (or less than $201) | 3.1.18 | ||
| Dynatrace Inc. Common Stock (DT) | $1,001 - $15,000 | None (or less than $201) | 3.1.19 | ||
| Evercore, Inc. (EVR) | $1,001 - $15,000 | None (or less than $201) | 3.1.20 | ||
| HAMMOND PWR SOL A SUBVTG (HMDPF) | $1,001 - $15,000 | None (or less than $201) | 3.1.21 | ||
| IDEXX Laboratories, Inc. (IDXX) | $1,001 - $15,000 | None (or less than $201) | 3.1.22 | ||
| Intuit, Inc. (INTU) | $1,001 - $15,000 | None (or less than $201) | 3.1.23 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 3.1.24 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 3.1.25 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 3.1.26 | ||
| Modine Manufacturing Co. (MOD) | $1,001 - $15,000 | None (or less than $201) | 3.1.27 | ||
| Montrose Environmental Group Inc. Common Stock (MEG) | $1,001 - $15,000 | None (or less than $201) | 3.1.28 | ||
| Nvidia Corp. (NVDA) | $15,001 - $50,000 | None (or less than $201) | 3.1.29 | ||
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 3.1.30 | ||
| Pure Storage, Inc. (PSTG) | $1,001 - $15,000 | None (or less than $201) | 3.1.31 | ||
| Q2 Holdings, Inc. (QTWO) | $1,001 - $15,000 | None (or less than $201) | 3.1.32 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 3.1.33 | ||
| TRANSUNION (TRU) | $1,001 - $15,000 | None (or less than $201) | 3.1.34 | ||
| Tyler Technologies, Inc. (TYL) | $1,001 - $15,000 | None (or less than $201) | 3.1.35 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 3.1.36 | ||
| Verra Mobility Corp. (VRRM) | $1,001 - $15,000 | None (or less than $201) | 3.1.37 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 3.1.38 | ||
| West Pharmaceutical Services, Inc. (WST) | $1,001 - $15,000 | None (or less than $201) | 3.1.39 | ||
| FIRST EAGLE GLOBAL ADR SMA | 3.2 | ||||
| AIA GROUP LTD (AAGIY) | $1,001 - $15,000 | None (or less than $201) | 3.2.1 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 3.2.2 | ||
| Ambev SA (ABEV) | $1,001 - $15,000 | None (or less than $201) | 3.2.3 | ||
| American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | 3.2.4 | ||
| BAE SYSTEMS PLC SPN ADR (BAESY) | $1,001 - $15,000 | None (or less than $201) | 3.2.5 | ||
| The Bank of New York Mellon Corporation (BK) | $1,001 - $15,000 | None (or less than $201) | 3.2.6 | ||
| Barrick Mining Corp (B) | $1,001 - $15,000 | None (or less than $201) | 3.2.7 | ||
| Becton, Dickinson and Company (BDX) | $1,001 - $15,000 | None (or less than $201) | 3.2.8 | ||
| BIO-Rad Laboratories, Inc. (BIO) | $1,001 - $15,000 | None (or less than $201) | 3.2.9 | ||
| British American Tobacco Industries p.l.c. Common Stock ADR (BTI) | $1,001 - $15,000 | None (or less than $201) | 3.2.10 | ||
| C.H. Robinson Worldwide, Inc. (CHRW) | $1,001 - $15,000 | None (or less than $201) | 3.2.11 | ||
| COMPAGNIE FINANCIERE RICHEMONT (CFRUY) | $1,001 - $15,000 | None (or less than $201) | 3.2.12 | ||
| Colgate-Palmolive Co. (CL) | $1,001 - $15,000 | None (or less than $201) | 3.2.13 | ||
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | 3.2.14 | ||
| Cummins, Inc. (CMI) | $1,001 - $15,000 | None (or less than $201) | 3.2.15 | ||
| Danone-Spons ADR (DANOY) | $1,001 - $15,000 | None (or less than $201) | 3.2.16 | ||
| Dollar General Corp. (DG) | $1,001 - $15,000 | None (or less than $201) | 3.2.17 | ||
| Elevance Health Inc. Common Stock (ELV) | $1,001 - $15,000 | None (or less than $201) | 3.2.18 | ||
| Equity Residential (EQR) | $1,001 - $15,000 | None (or less than $201) | 3.2.19 | ||
| Expeditors International of Washington, Inc. (EXPD) | $1,001 - $15,000 | None (or less than $201) | 3.2.20 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | 3.2.21 | ||
| FANUC LTD-UNSP (FANUY) | $1,001 - $15,000 | None (or less than $201) | 3.2.22 | ||
| Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) | $1,001 - $15,000 | None (or less than $201) | 3.2.23 | ||
| Haleon plc American Depositary Shares (Each representing two Ordinary Shares) (HLN) | $1,001 - $15,000 | None (or less than $201) | 3.2.24 | ||
| HCA Healthcare, Inc. (HCA) | $1,001 - $15,000 | None (or less than $201) | 3.2.25 | ||
| Imperial Oil Limited Common Stock (IMO) | $1,001 - $15,000 | None (or less than $201) | 3.2.26 | ||
| Lloyds Banking Group Plc American Depositary Shares (LYG) | $1,001 - $15,000 | None (or less than $201) | 3.2.27 | ||
| LVMH Moet Hennessy Louis Vuitton ADR (LVMUY) | $1,001 - $15,000 | None (or less than $201) | 3.2.28 | ||
| Medtronic PLC (mdt) | $1,001 - $15,000 | None (or less than $201) | 3.2.29 | ||
| MERCK KGAA-ADR (MKKGY) | $1,001 - $15,000 | None (or less than $201) | 3.2.30 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 3.2.31 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 3.2.32 | ||
| MITSUBISHI ELEC ADR (MIELY) | $1,001 - $15,000 | None (or less than $201) | 3.2.33 | ||
| MS&AD INSURANCE GROUP HLDGS (MSADY) | $1,001 - $15,000 | None (or less than $201) | 3.2.34 | ||
| Newmont Corp. (NEM) | $1,001 - $15,000 | None (or less than $201) | 3.2.35 | ||
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 3.2.36 | ||
| Otis Worldwide Corporation Common Stock (OTIS) | $1,001 - $15,000 | None (or less than $201) | 3.2.37 | ||
| Philip Morris International, Inc. (PM) | $1,001 - $15,000 | None (or less than $201) | 3.2.38 | ||
| POWER CORPORATION OF CANDADA LTD (PWCDF) | $1,001 - $15,000 | None (or less than $201) | 3.2.39 | ||
| PROSUS N V (PROSY) | $1,001 - $15,000 | None (or less than $201) | 3.2.40 | ||
| RECKITT BENCKISER GROUP (RBGLY) | $1,001 - $15,000 | None (or less than $201) | 3.2.41 | ||
| salesforce Inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 3.2.42 | ||
| Schlumberger NV (SLB) | $1,001 - $15,000 | None (or less than $201) | 3.2.43 | ||
| SECOM CO LTD ADR (SOMLY) | $1,001 - $15,000 | None (or less than $201) | 3.2.44 | ||
| Shell plc (SHEL) | $1,001 - $15,000 | None (or less than $201) | 3.2.45 | ||
| Shimano Inc ADR (SMNNY) | $1,001 - $15,000 | None (or less than $201) | 3.2.46 | ||
| SMC CORP JAPAN (SMCAY) | $1,001 - $15,000 | None (or less than $201) | 3.2.47 | ||
| Sompo Holdings, Inc. (SMPNY) | $1,001 - $15,000 | None (or less than $201) | 3.2.48 | ||
| SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | $1,001 - $15,000 | None (or less than $201) | 3.2.49 | ||
| SPDR Gold Shares (GLD) | $15,001 - $50,000 | None (or less than $201) | 3.2.50 | ||
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 | None (or less than $201) | 3.2.51 | ||
| Texas Instruments Incorporated (TXN) | $1,001 - $15,000 | None (or less than $201) | 3.2.52 | ||
| Unilever PLC Common Stock (UL) | $1,001 - $15,000 | None (or less than $201) | 3.2.53 | ||
| Universal Health Services, Inc. (UHS) | $1,001 - $15,000 | None (or less than $201) | 3.2.54 | ||
| UOL GROUP LTD SPON ADR (UOLGY) | $1,001 - $15,000 | None (or less than $201) | 3.2.55 | ||
| Wheaton Precious Metals Corp Common Shares (Canada) (WPM) | $1,001 - $15,000 | None (or less than $201) | 3.2.56 | ||
| Willis Towers Watson Public Limited Company Ordinary Shares (WTW) | $1,001 - $15,000 | None (or less than $201) | 3.2.57 | ||
| GQG PARTNERS US EQUITY SMA | 3.3 | ||||
| ALLSTATE CORP DEL COM (ALL) | $1,001 - $15,000 | None (or less than $201) | 3.3.1 | ||
| Altria Group, Inc. (MO) | $1,001 - $15,000 | None (or less than $201) | 3.3.2 | ||
| American International Group, Inc. (AIG) | $1,001 - $15,000 | None (or less than $201) | 3.3.3 | ||
| American Water Works Co., Inc. (AWK) | $1,001 - $15,000 | None (or less than $201) | 3.3.4 | ||
| American Electric Power Co., Inc. (AEP) | $1,001 - $15,000 | None (or less than $201) | 3.3.5 | ||
| AT&T Inc. (T) | $1,001 - $15,000 | None (or less than $201) | 3.3.6 | ||
| Atmos Energy Corp. (ATO) | $1,001 - $15,000 | None (or less than $201) | 3.3.7 | ||
| CenterPoint Energy, Inc. (CNP) | $1,001 - $15,000 | None (or less than $201) | 3.3.8 | ||
| Cigna Corp. (CI) | $1,001 - $15,000 | None (or less than $201) | 3.3.9 | ||
| Cincinnati Financial Corp. (CINF) | $1,001 - $15,000 | None (or less than $201) | 3.3.10 | ||
| CME Group, Inc. (CME) | $1,001 - $15,000 | None (or less than $201) | 3.3.11 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 3.3.12 | ||
| Diageo plc Common Stock (DEO) | $1,001 - $15,000 | None (or less than $201) | 3.3.13 | ||
| DTE Energy Co. (DTE) | $1,001 - $15,000 | None (or less than $201) | 3.3.14 | ||
| Duke Energy Corp. (DUK) | $1,001 - $15,000 | None (or less than $201) | 3.3.15 | ||
| Enbridge Inc Common Stock (ENB) | $1,001 - $15,000 | None (or less than $201) | 3.3.16 | ||
| EXELON CORPORATION (EXC) | $1,001 - $15,000 | None (or less than $201) | 3.3.17 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | 3.3.18 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | 3.3.19 | ||
| The Kroger Co. (KR) | $1,001 - $15,000 | None (or less than $201) | 3.3.20 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 3.3.21 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 3.3.22 | ||
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | 3.3.23 | ||
| Novartis AG Common Stock (NVS) | $1,001 - $15,000 | None (or less than $201) | 3.3.24 | ||
| Philip Morris International, Inc. (PM) | $1,001 - $15,000 | None (or less than $201) | 3.3.25 | ||
| PPL Corp. (PPL) | $1,001 - $15,000 | None (or less than $201) | 3.3.26 | ||
| Progressive Corp. (PGR) | $1,001 - $15,000 | None (or less than $201) | 3.3.27 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 3.3.28 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 3.3.29 | ||
| Xcel Energy, Inc. (XEL) | $1,001 - $15,000 | None (or less than $201) | 3.3.30 | ||
| RIVERBRIDGE ALL CAP GROWTH SMA | 3.4 | ||||
| Alkami Technology Inc. Common Stock (ALKT) | $1,001 - $15,000 | None (or less than $201) | 3.4.1 | ||
| ALPHABET INC SHS CL A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 3.4.2 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 3.4.3 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 3.4.4 | ||
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) | 3.4.5 | ||
| Cintas Corp. (CTAS) | $1,001 - $15,000 | None (or less than $201) | 3.4.6 | ||
| CoStar Group, Inc. (CSGP) | $1,001 - $15,000 | None (or less than $201) | 3.4.7 | ||
| Danaher Corp. (DHR) | $1,001 - $15,000 | None (or less than $201) | 3.4.8 | ||
| The Ensign Group, Inc. (ENSG) | $1,001 - $15,000 | None (or less than $201) | 3.4.9 | ||
| Fair Isaac Corp. (FICO) | $1,001 - $15,000 | None (or less than $201) | 3.4.10 | ||
| Fastenal Co. (FAST) | $1,001 - $15,000 | None (or less than $201) | 3.4.11 | ||
| Five Below, Inc. (FIVE) | $1,001 - $15,000 | None (or less than $201) | 3.4.12 | ||
| Floor & Decor Holdings, Inc. (FND) | $1,001 - $15,000 | None (or less than $201) | 3.4.13 | ||
| Freshpet Inc. (FRPT) | $1,001 - $15,000 | None (or less than $201) | 3.4.14 | ||
| Globant S.A. Common Shares (GLOB) | $1,001 - $15,000 | None (or less than $201) | 3.4.15 | ||
| Grand Canyon Education, Inc. (LOPE) | $1,001 - $15,000 | None (or less than $201) | 3.4.16 | ||
| Guidewire Software, Inc. (GWRE) | $1,001 - $15,000 | None (or less than $201) | 3.4.17 | ||
| HEICO Corp. (HEI) | $1,001 - $15,000 | None (or less than $201) | 3.4.18 | ||
| IDEXX Laboratories, Inc. (IDXX) | $1,001 - $15,000 | None (or less than $201) | 3.4.19 | ||
| Kinsale Capital Group, Inc. (KNSL) | $1,001 - $15,000 | None (or less than $201) | 3.4.20 | ||
| Medpace Holdings, Inc. (MEDP) | $1,001 - $15,000 | None (or less than $201) | 3.4.21 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 3.4.22 | ||
| Motorola Solutions, Inc. (MSI) | $1,001 - $15,000 | None (or less than $201) | 3.4.23 | ||
| Netflix, Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) | 3.4.24 | ||
| Paycom Software, Inc. (PAYC) | $1,001 - $15,000 | None (or less than $201) | 3.4.25 | ||
| Nvidia Corp. (NVDA) | $15,001 - $50,000 | None (or less than $201) | 3.4.26 | ||
| Paylocity Holding Corp. (PCTY) | $1,001 - $15,000 | None (or less than $201) | 3.4.27 | ||
| Privia Health Group Inc. Common Stock (PRVA) | $1,001 - $15,000 | None (or less than $201) | 3.4.28 | ||
| RB Global Inc. (RBA) | $1,001 - $15,000 | None (or less than $201) | 3.4.29 | ||
| Rollins, Inc. (ROL) | $1,001 - $15,000 | None (or less than $201) | 3.4.30 | ||
| S&P Global, Inc. (SPGI) | $1,001 - $15,000 | None (or less than $201) | 3.4.31 | ||
| salesforce Inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 3.4.32 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 3.4.33 | ||
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 3.4.34 | ||
| Synopsys, Inc. (SNPS) | $1,001 - $15,000 | None (or less than $201) | 3.4.35 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 3.4.36 | ||
| Tyler Technologies, Inc. (TYL) | $1,001 - $15,000 | None (or less than $201) | 3.4.37 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 3.4.38 | ||
| Veeva Systems, Inc. (VEEV) | $1,001 - $15,000 | None (or less than $201) | 3.4.39 | ||
| Verisk Analytics, Inc. (VRSK) | $1,001 - $15,000 | None (or less than $201) | 3.4.40 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 3.4.41 | ||
| West Pharmaceutical Services, Inc. (WST) | $1,001 - $15,000 | None (or less than $201) | 3.4.42 | ||
| Workiva, Inc. (WK) | $1,001 - $15,000 | None (or less than $201) | 3.4.43 | ||
| Ivy Hill Advisors, LLC (Public Affairs Consulting) | $100K - $250K | None (or less than $201) | 4 |
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. |
|---|---|---|---|
| Ivy Hill Advisors, LLC | My consulting business will be placed into inactive status upon confirmation. All outstanding client fees will be fixed before I enter government service. (2025-07-01) | 1 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
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. |
|---|---|---|---|---|---|
| Johns Hopkins Community Physicians | salary, bonus | 1 | |||
| IRA | 2 | ||||
| Morgan Stanley ATLANTA CAPITAL HIGH QUALITY SELECT EQ | 2.1 | ||||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 2.1.1 | ||
| AMETEK, Inc. (AME) | $1,001 - $15,000 | None (or less than $201) | 2.1.2 | ||
| Autodesk, Inc. (ADSK) | $1,001 - $15,000 | None (or less than $201) | 2.1.3 | ||
| Booz Allen Hamilton Holding Corp. (BAH) | $1,001 - $15,000 | None (or less than $201) | 2.1.4 | ||
| Broadridge Financial Solutions, Inc. (BR) | $1,001 - $15,000 | None (or less than $201) | 2.1.5 | ||
| Carlisle Cos., Inc. (CSL) | $1,001 - $15,000 | None (or less than $201) | 2.1.6 | ||
| CDW Corp. (CDW) | $1,001 - $15,000 | None (or less than $201) | 2.1.7 | ||
| Danaher Corp. (DHR) | $1,001 - $15,000 | None (or less than $201) | 2.1.8 | ||
| Equifax, Inc. (EFX) | $1,001 - $15,000 | None (or less than $201) | 2.1.9 | ||
| Fiserv, Inc. (FISV) | $1,001 - $15,000 | None (or less than $201) | 2.1.10 | ||
| Gartner, Inc. (IT) | $1,001 - $15,000 | None (or less than $201) | 2.1.11 | ||
| GoDaddy, Inc. (GDDY) | $1,001 - $15,000 | None (or less than $201) | 2.1.12 | ||
| Markel Corp. (MKL) | $1,001 - $15,000 | None (or less than $201) | 2.1.13 | ||
| Martin Marietta Materials, Inc. (MLM) | $1,001 - $15,000 | None (or less than $201) | 2.1.14 | ||
| O'REILLY AUTOMOTIVE INC. (ORLY) | $1,001 - $15,000 | None (or less than $201) | 2.1.15 | ||
| Ross Stores, Inc. (ROST) | $1,001 - $15,000 | None (or less than $201) | 2.1.16 | ||
| S&P Global, Inc. (SPGI) | $1,001 - $15,000 | None (or less than $201) | 2.1.17 | ||
| The Sherwin-Williams Co. (SHW) | $1,001 - $15,000 | None (or less than $201) | 2.1.18 | ||
| STERIS Plc (Ireland) (STE) | $1,001 - $15,000 | None (or less than $201) | 2.1.19 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 2.1.20 | ||
| The TJX Cos., Inc. (TJX) | $1,001 - $15,000 | None (or less than $201) | 2.1.21 | ||
| TRANSUNION (TRU) | $1,001 - $15,000 | None (or less than $201) | 2.1.22 | ||
| Trimble, Inc. (TRMB) | $1,001 - $15,000 | None (or less than $201) | 2.1.23 | ||
| Verisk Analytics, Inc. (VRSK) | $1,001 - $15,000 | None (or less than $201) | 2.1.24 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 2.1.25 | ||
| White Mountains Insurance Group Ltd. (WTM) | $1,001 - $15,000 | None (or less than $201) | 2.1.26 | ||
| COLUMBIA CONTRARIAN CORE SMA | 2.2 | ||||
| ABBOTT LABORATORIES (ABT) | $1,001 - $15,000 | None (or less than $201) | 2.2.1 | ||
| ALPHABET INC SHS CL A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 2.2.2 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 2.2.3 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.2.4 | ||
| American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | 2.2.5 | ||
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | 2.2.6 | ||
| AON PLC (AON) | $1,001 - $15,000 | None (or less than $201) | 2.2.7 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 2.2.8 | ||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 2.2.9 | ||
| Boeing CO (BA) | $1,001 - $15,000 | None (or less than $201) | 2.2.10 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 2.2.11 | ||
| Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | 2.2.12 | ||
| ConocoPhillips (COP) | $1,001 - $15,000 | None (or less than $201) | 2.2.13 | ||
| Dell Technologies, Inc. (DELL) | $1,001 - $15,000 | None (or less than $201) | 2.2.14 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 2.2.15 | ||
| DTE Energy Co. (DTE) | $1,001 - $15,000 | None (or less than $201) | 2.2.16 | ||
| eBay, Inc. (EBAY) | $1,001 - $15,000 | None (or less than $201) | 2.2.17 | ||
| Electronic Arts, Inc. (EA) | $1,001 - $15,000 | None (or less than $201) | 2.2.18 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 2.2.19 | ||
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | None (or less than $201) | 2.2.20 | ||
| Intuit, Inc. (INTU) | $1,001 - $15,000 | None (or less than $201) | 2.2.21 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 2.2.22 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 2.2.23 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 2.2.24 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 2.2.25 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 2.2.26 | ||
| Pinterest, Inc. (PINS) | $1,001 - $15,000 | None (or less than $201) | 2.2.27 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 2.2.28 | ||
| Public Service Enterprise Group, Inc. (PEG) | $1,001 - $15,000 | None (or less than $201) | 2.2.29 | ||
| RTX Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 2.2.30 | ||
| S&P Global, Inc. (SPGI) | $1,001 - $15,000 | None (or less than $201) | 2.2.31 | ||
| The Charles Schwab Corp. (SCHW) | $1,001 - $15,000 | None (or less than $201) | 2.2.32 | ||
| Synopsys, Inc. (SNPS) | $1,001 - $15,000 | None (or less than $201) | 2.2.33 | ||
| T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | None (or less than $201) | 2.2.34 | ||
| TE Connectivity Ltd. (TEL) | $1,001 - $15,000 | None (or less than $201) | 2.2.35 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 2.2.36 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 2.2.37 | ||
| Vertex Pharmaceuticals, Inc. (VRTX) | $1,001 - $15,000 | None (or less than $201) | 2.2.38 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 2.2.39 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 2.2.40 | ||
| Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | 2.2.41 | ||
| Zimmer Biomet Holdings, Inc. (ZBH) | $1,001 - $15,000 | None (or less than $201) | 2.2.42 | ||
| Johns Hopkins Health System Corporation 403b | 3 | ||||
| Vanguard Institutional Index Instl Pl | $250K - $500K | None (or less than $201) | 3.1 | ||
| Sibley Memorial Hospital 401k | 4 | ||||
| FIDELITY 500 INDEX FUND | $100K - $250K | 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. |
|---|---|---|---|---|---|
| GOLDMAN SACHS TAX ADVANTGED CORE S&P 500 | 1 | ||||
| ABBOTT LABORATORIES (ABT) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Abbvie, Inc. (ABBV) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 1.2 | |
| Accenture plc (ACN) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| Aflac, Inc. (AFL) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Alphabet, Inc. Cl A (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| Alphabet, Inc. (GOOG) | $15,001 - $50,000 | None (or less than $201) | 1.8 | ||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | 1.9 | ||
| American Express Co. (AXP) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| Ameren Corp. (AEE) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Ameriprise Financial, Inc. (AMP) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| American Electric Power Co., Inc. (AEP) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| Apple, Inc. (AAPL) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.16 | |
| Applied Materials, Inc. (AMAT) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| Arista Networks, Inc. (ANET) | $1,001 - $15,000 | None (or less than $201) | 1.18 | ||
| AT&T, Inc. (T) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| Automatic Data Processing, Inc. (ADP) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| BAKER HUGHES CO (BKR) | $1,001 - $15,000 | None (or less than $201) | 1.21 | ||
| The Bank of New York Mellon Corporation (BK) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| Berkshire Hathaway Inc. (BRKB) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| Capital One Financial Corp. (COF) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| Carnival Corp. (CCL) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| Caterpillar, Inc. (CAT) | $1,001 - $15,000 | None (or less than $201) | 1.28 | ||
| CBRE Group, Inc. (CBRE) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| Cigna Corp. (CI) | $1,001 - $15,000 | None (or less than $201) | 1.30 | ||
| Cloudflare Inc. Class A Common Stock (NET) | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Colgate-Palmolive Co. (CL) | $1,001 - $15,000 | None (or less than $201) | 1.33 | ||
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Constellation Energy Corporation Common Stock (CEG) | $1,001 - $15,000 | None (or less than $201) | 1.35 | ||
| Corteva, Inc. (CTVA) | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | 1.37 | ||
| Deere & Co. (DE) | $1,001 - $15,000 | None (or less than $201) | 1.38 | ||
| Diamondback Energy, Inc. (FANG) | $1,001 - $15,000 | None (or less than $201) | 1.39 | ||
| The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | 1.40 | ||
| Dollar General Corp. (DG) | $1,001 - $15,000 | None (or less than $201) | 1.41 | ||
| Duke Energy Corp. (DUK) | $1,001 - $15,000 | None (or less than $201) | 1.42 | ||
| DuPont de Nemours, Inc. (DD) | $1,001 - $15,000 | None (or less than $201) | 1.43 | ||
| Eaton Corp. Plc (ETN) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| Electronic Arts, Inc. (EA) | $1,001 - $15,000 | None (or less than $201) | 1.45 | ||
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | None (or less than $201) | 1.46 | ||
| Entergy Corp. (ETR) | $1,001 - $15,000 | None (or less than $201) | 1.47 | ||
| EOG Resources, Inc. (EOG) | $1,001 - $15,000 | None (or less than $201) | 1.48 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | 1.49 | ||
| FedEx Corp. (FDX) | $1,001 - $15,000 | None (or less than $201) | 1.50 | ||
| FIFTH THIRD BANCORP (FITB) | $1,001 - $15,000 | None (or less than $201) | 1.51 | ||
| Arthur J. Gallagher & Co. (AJG) | $1,001 - $15,000 | None (or less than $201) | 1.52 | ||
| Garmin Ltd. (GRMN) | $1,001 - $15,000 | None (or less than $201) | 1.53 | ||
| GE Aerospace (GE) | $1,001 - $15,000 | None (or less than $201) | 1.54 | ||
| GE Vernova, Inc. (GEV) | $1,001 - $15,000 | None (or less than $201) | 1.55 | ||
| General Mills, Inc. (GIS) | $1,001 - $15,000 | None (or less than $201) | 1.56 | ||
| General Motors Co. (GM) | $1,001 - $15,000 | None (or less than $201) | 1.57 | ||
| Halliburton Co. (HAL) | $1,001 - $15,000 | None (or less than $201) | 1.58 | ||
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | 1.59 | ||
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | None (or less than $201) | 1.60 | ||
| Illinois Tool Works, Inc. (ITW) | $1,001 - $15,000 | None (or less than $201) | 1.61 | ||
| Insulet Corp. (PODD) | $1,001 - $15,000 | None (or less than $201) | 1.62 | ||
| Intuit, Inc. (INTU) | $1,001 - $15,000 | None (or less than $201) | 1.63 | ||
| Intuitive Surgical, Inc. (ISRG) | $1,001 - $15,000 | None (or less than $201) | 1.64 | ||
| IQVIA Holdings, Inc. (IQV) | $1,001 - $15,000 | None (or less than $201) | 1.65 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | 1.66 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 1.67 | ||
| Keycorp (KEY) | $1,001 - $15,000 | None (or less than $201) | 1.68 | ||
| KKR & Co., Inc. (KKR) | $1,001 - $15,000 | None (or less than $201) | 1.69 | ||
| KLA Corp. (KLAC) | $1,001 - $15,000 | None (or less than $201) | 1.70 | ||
| Lam Research Corp. (LRCX) | $1,001 - $15,000 | None (or less than $201) | 1.71 | ||
| Lennar Corp. (LEN) | $1,001 - $15,000 | None (or less than $201) | 1.72 | ||
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) | 1.73 | ||
| Loews Corp. (L) | $1,001 - $15,000 | None (or less than $201) | 1.74 | ||
| Lowe's Companies, Inc. (LOW) | $1,001 - $15,000 | None (or less than $201) | 1.75 | ||
| L3Harris Technologies, Inc. (LHX) | $1,001 - $15,000 | None (or less than $201) | 1.76 | ||
| Marsh & McLennan Cos., Inc. (MMC) | $1,001 - $15,000 | None (or less than $201) | 1.77 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 1.78 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | 1.79 | ||
| McKesson Corp. (MCK) | $1,001 - $15,000 | None (or less than $201) | 1.80 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $15,001 - $50,000 | None (or less than $201) | 1.81 | ||
| Micron Technology, Inc. (MU) | $1,001 - $15,000 | None (or less than $201) | 1.82 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 1.83 | |
| Mondelez International, Inc. (MDLZ) | $1,001 - $15,000 | None (or less than $201) | 1.84 | ||
| Moody's Corp. (MCO) | $1,001 - $15,000 | None (or less than $201) | 1.85 | ||
| Morgan Stanley (ms) | $1,001 - $15,000 | None (or less than $201) | 1.86 | ||
| MSCI, Inc. (MSCI) | $1,001 - $15,000 | None (or less than $201) | 1.87 | ||
| Netflix, Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) | 1.88 | ||
| Nextera Energy, Inc. (NEE) | $1,001 - $15,000 | None (or less than $201) | 1.89 | ||
| Northrop Grumman Corp. (NOC) | $1,001 - $15,000 | None (or less than $201) | 1.90 | ||
| Nvidia Corp. (NVDA) | $50,001 - $100K | None (or less than $201) | 1.91 | ||
| O'Reilly Automotive, Inc. (ORLY) | $1,001 - $15,000 | None (or less than $201) | 1.92 | ||
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 1.93 | ||
| PACCAR, Inc. (PCAR) | $1,001 - $15,000 | None (or less than $201) | 1.94 | ||
| Palantir Technologies Inc. Class A Common Stock (PLTR) | $1,001 - $15,000 | None (or less than $201) | Sold subsequent to filing | 1.95 | |
| Parker-Hannifin Corp. (PH) | $1,001 - $15,000 | None (or less than $201) | 1.96 | ||
| Paychex, Inc. (PAYX) | $1,001 - $15,000 | None (or less than $201) | 1.97 | ||
| Paycom Software, Inc. (PAYC) | $1,001 - $15,000 | None (or less than $201) | 1.98 | ||
| Philip Morris International, Inc. (PM) | $1,001 - $15,000 | None (or less than $201) | 1.99 | ||
| Phillips 66 (PSX) | $1,001 - $15,000 | None (or less than $201) | 1.100 | ||
| The PNC Financial Services Group, Inc. (PNC) | $1,001 - $15,000 | None (or less than $201) | 1.101 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 1.102 | ||
| Progressive Corp. (PGR) | $1,001 - $15,000 | None (or less than $201) | 1.103 | ||
| Prologis, Inc. (PLD) | $1,001 - $15,000 | None (or less than $201) | 1.104 | ||
| Public Service Enterprise Group, Inc. (PEG) | $1,001 - $15,000 | None (or less than $201) | 1.105 | ||
| QUALCOMM, Inc. (QCOM) | $1,001 - $15,000 | None (or less than $201) | 1.106 | ||
| Regeneron Pharmaceuticals, Inc. (REGN) | $1,001 - $15,000 | None (or less than $201) | 1.107 | ||
| Republic Services, Inc. (RSG) | $1,001 - $15,000 | None (or less than $201) | 1.108 | ||
| ResMed, Inc. (RMD) | $1,001 - $15,000 | None (or less than $201) | 1.109 | ||
| Royal Caribbean Cruises Ltd. (RCL) | $1,001 - $15,000 | None (or less than $201) | 1.110 | ||
| RTX Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1.111 | ||
| S&P Global, Inc. (SPGI) | $1,001 - $15,000 | None (or less than $201) | 1.112 | ||
| Salesforce, inc. (CRM) | $1,001 - $15,000 | None (or less than $201) | 1.113 | ||
| The Charles Schwab Corp. (SCHW) | $1,001 - $15,000 | None (or less than $201) | 1.114 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 1.115 | ||
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 1.116 | ||
| Stryker Corp. (SYK) | $1,001 - $15,000 | None (or less than $201) | 1.117 | ||
| Synchrony Financial (SYF) | $1,001 - $15,000 | None (or less than $201) | 1.118 | ||
| T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | None (or less than $201) | 1.119 | ||
| Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | 1.120 | ||
| Texas Instruments Incorporated (TXN) | $1,001 - $15,000 | None (or less than $201) | 1.121 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 1.122 | ||
| The TJX Cos., Inc. (TJX) | $1,001 - $15,000 | None (or less than $201) | 1.123 | ||
| Trane Technologies PLC (TT) | $1,001 - $15,000 | None (or less than $201) | 1.124 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 1.125 | ||
| Union Pacific Corp. (UNP) | $1,001 - $15,000 | None (or less than $201) | 1.126 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 1.127 | ||
| U.S. Bancorp (USB) | $1,001 - $15,000 | None (or less than $201) | 1.128 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 1.129 | ||
| Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 1.130 | ||
| Vistra Corp. (VST) | $1,001 - $15,000 | None (or less than $201) | 1.131 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 1.132 | ||
| Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | 1.133 | ||
| Welltower, Inc. (WELL) | $1,001 - $15,000 | None (or less than $201) | 1.134 | ||
| The Williams Cos., Inc. (WMB) | $1,001 - $15,000 | None (or less than $201) | 1.135 | ||
| Workday, Inc. (WDAY) | $1,001 - $15,000 | None (or less than $201) | 1.136 | ||
| Zions Bancorporation NA (ZION) | $1,001 - $15,000 | None (or less than $201) | 1.137 | ||
| Zoetis, Inc. (ZTS) | $1,001 - $15,000 | None (or less than $201) | 1.138 | ||
| ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | 2 | ||
| T Rowe Price Tax-Efficient Equity Fund (PREFX) | $50,001 - $100K | None (or less than $201) | 3 | ||
| BlackRock Liquidity Funds Treasury Trust Fund Institutional Shares (TTTXX) | $250K - $500K | $5,001 - $15,000 | 4 | ||
| STARWOOD REAL ESTATE INCOME TRUST INC CLASS S BROKERAGE CLASS | $15,001 - $50,000 | $1,366 | Nondividend distributions | 5 | |
| BLACKSTONE PRIVATE CREDIT FUND CLASS S | $15,001 - $50,000 | $1,001 - $2,500 | 6 | ||
| TPG TWIN BROOK CAPITAL INCOME FUND CLASS S | $15,001 - $50,000 | $1,001 - $2,500 | 7 | ||
| BLUE OWL CREDIT INCOME CORP. CLASS S | $15,001 - $50,000 | $1,001 - $2,500 | 8 | ||
| HAMILTON LANE PRIVATE ASSETS FUND CLASS R XHLRX | $50,001 - $100K | $1,001 - $2,500 | 9 | ||
| BLACKSTONE REAL ESTATE INCOME TRUST INC CLASS S BROKERAGE CLASS | $50,001 - $100K | $1,001 - $2,500 | Capital Gains | 10 | |
| PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS A | $50,001 - $100K | $1,001 - $2,500 | 11 | ||
| BLUE OWL TECHNOLOGY FINANCE CORP. | $15,001 - $50,000 | $1,001 - $2,500 | 12 | ||
| NB CROSSROADS PRIVATE MARKETS FUND VII LP | $15,001 - $50,000 | None (or less than $201) | 13 | ||
| The Bank of Nova Scotia Noted Linked to Euro STOXX 50 Index | $1,001 - $15,000 | None (or less than $201) | 14 | ||
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA) | $1,001 - $15,000 | None (or less than $201) | 15 | ||
| SPDR S&P 500 ETF TRUST (SPY) | $1,001 - $15,000 | None (or less than $201) | 16 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | 17 | ||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | 18 | ||
| KKR REAL ESTATE SELECT TRUST INC. CLASS U | $15,001 - $50,000 | $201 - $1,000 | 19 | ||
| KKR INFRASTRUCTURE CONGLOMERATE LLC CLASS U | $15,001 - $50,000 | $201 - $1,000 | Capital Gains Dividends Interest | 20 | |
| NEW YORK N Y GO BDS SER C OCT20 05.000%AUG01 2034 | $15,001 - $50,000 | $201 - $1,000 | Interest | 21 | |
| OHIO ST HWY CAP IMPT GO BDS W JUN20 05.000%MAY01 2031 | $1,001 - $15,000 | $201 - $1,000 | Interest | 22 | |
| DISTRICT COLUMBIA GO BDS SER A FEB19 05.000%OCT15 2034 | $1,001 - $15,000 | $201 - $1,000 | Interest | 23 | |
| WASHINGTON ST VARIOUS PURP GO BDS SER C FEB19 05.000%FEB01 2033 | $1,001 - $15,000 | $201 - $1,000 | Interest | 24 | |
| FLORIDA ST BRD ED PUB ED FULL FAITH CREDIT CAP C AUG18 05.000%JUN01 2029 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 25 | |
| MAINE ST GO BDS SER B JUN19 05.000%JUN01 2028 | $1,001 - $15,000 | $201 - $1,000 | Interest | 26 | |
| FLORIDA ST BRD ED PUB ED CAP OUTLAY REF BDS SER B SEP17 05.000%JUN01 2027 | $1,001 - $15,000 | $201 - $1,000 | Interest | 27 | |
| LEWISVILLE TEX INDPT SCH DIST UNLTD TAX PSF GTD JUL20 05.000%AUG15 2026 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 28 | |
| NORTH CAROLINA ST GO REF BDS SER A MAR16 05.000%JUN01 2028 | $1,001 - $15,000 | $201 - $1,000 | Interest | 29 | |
| BROWARD CNTY FLA TOURIST DEV TAX REV BDS DEC21 05.000%SEP01 2032 | $15,001 - $50,000 | $201 - $1,000 | Interest | 30 | |
| CENTRAL PUGET SOUND WA RTA REV IMPT REF BDS 1 S NOV21 05.000%NOV01 2034 | $1,001 - $15,000 | $201 - $1,000 | Interest | 31 | |
| SOUTH DAKOTA CONSERVANCY DIST REV ST REVOLVING JUL20 05.000%AUG01 2032 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 32 | |
| MARYLAND ST TRANSN AUTH TRANSN FACS PRJS REV JUN20 05.000%JUL01 2035 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 33 | |
| PRIVATE COLLEGES & UNIVS AUTH GA REV BDS EMORY B JUN20 05.000%SEP01 2031 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 34 | |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2033 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 35 | |
| UNIVERSITY UTAH UNIV REV GEN BDS SER A DEC19 05.000%AUG01 2032 | $1,001 - $15,000 | $201 - $1,000 | Interest | 36 | |
| NEW YORK ST URBAN DEV CORP REV PERS INCOME E DEC20 05.000%MAR15 2031 bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 37 | |
| TEXAS WTR DEV BRD REV ST REVOLVING FD REV BDS JUN20 05.000%AUG01 2027 | $15,001 - $50,000 | $201 - $1,000 | Interest | 38 | |
| HOUSTON TEX UTIL SYS REV COMB FIRST LIEN REF C JUL20 05.000%NOV15 2028 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 39 | |
| NEW YORK ST DORM AUTH ST PERS INCOME TAX REV A MAR21 05.000%MAR15 2030 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 40 | |
| LOWER COLO RIV AT TEX TRANS RV REF BDS LCRA MAY20 05.000%MAY15 2030 | $1,001 - $15,000 | $201 - $1,000 | Interest | 41 | |
| INDIANA ST FIN AUTH REV REF LEASE SER A MAR22 05.000%FEB01 2029 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 42 | |
| PIMA CNTY ARIZ SWR REV SYS OBLIGS SER B DEC20 05.000%JUL01 2027 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 43 | |
| MICHIGAN FIN AUTH REV HOSP REF BDS BHSH SER A MAY22 05.000%APR15 2037 | $1,001 - $15,000 | $201 - $1,000 | Interest | 44 | |
| OHIO ST ADULT CORRECTIONAL CAP FACS B NOV17 05.000%OCT01 2030 Bond | $1,001 - $15,000 | $201 - $1,000 | Interest | 45 | |
| TEXAS A & M UNIV REV FING SYS BDS SER E DEC17 05.000%MAY15 2027 | $1,001 - $15,000 | $201 - $1,000 | Interest | 46 | |
| UNIV CALIF REGTS MED CTR POOLED REV BDS SER P MAY22 05.000%MAY15 2037 | $1,001 - $15,000 | $201 - $1,000 | Interest | 47 | |
| NEBRASKA PUB PWR DIST REV GEN REV BDS SER A-1 FEB15 05.000%JAN01 2026 | $1,001 - $15,000 | $201 - $1,000 | Interest | 48 | |
| NY ST DORM AUTH SLS TAX REV BDS SER C PRF28 JUL18 05.000%MAR15 2029 | $1,001 - $15,000 | $201 - $1,000 | Interest | 49 | |
| Candian Imperial Bank of Commerce structured note, Linked to the SP500 | $1,001 - $15,000 | None (or less than $201) | 50 | ||
| Bank of American structured note, Linked to Palantir | $1,001 - $15,000 | None (or less than $201) | 51 | ||
| Bank of Nova Scotia structured note, Linked to the Dow Jones Industrial Average | $1,001 - $15,000 | None (or less than $201) | 52 | ||
| Canadian Imperial Bank of Commerce structured note, Linked to the Dow Jones Industrial Average | $1,001 - $15,000 | None (or less than $201) | 53 | ||
| Canadian Imperial Bank of Commerce structured note, Linked to the Dow Jones Industrial Average | $1,001 - $15,000 | None (or less than $201) | 54 | ||
| Bank of Nova Scotia structured note, Linked to the Dow Jones Industrial Average | $1,001 - $15,000 | None (or less than $201) | 55 | ||
| Bank of Nova Scotia structured note, Linked to the SP500 | $1,001 - $15,000 | None (or less than $201) | 56 | ||
| Canadian Imperial Bank of Commerce structured note, Linked to the R2000 | $1,001 - $15,000 | None (or less than $201) | 57 | ||
| Canadian Imperial Bank of Commerce structured note, Linked to the SP500 | $1,001 - $15,000 | None (or less than $201) | 58 | ||
| Bank of America structured note, Linked to the Dow Jones Industrial Average | $1,001 - $15,000 | None (or less than $201) | 59 | ||
| HSBC structured note, Linked to Nvidia | $1,001 - $15,000 | None (or less than $201) | 60 | ||
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $15,001 - $50,000 | $1,001 - $2,500 | 61 | ||
| Fundrise | 62 | ||||
| The Innovation Fund (ARKVX) | $1,001 - $15,000 | None (or less than $201) | 62.1 | ||
| The Income Real Estate Fund | $1,001 - $15,000 | None (or less than $201) | 62.2 | ||
| The Flagship Real Estate Fund | $15,001 - $50,000 | None (or less than $201) | 62.3 | ||
| Rise Company Corp. | $1,001 - $15,000 | None (or less than $201) | 62.4 | ||
| Titan Invest | 63 | ||||
| Flagship Fund | 63.1 | ||||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 63.1.1 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 63.1.2 | ||
| Mastercard, Inc. (MA) | $1,001 - $15,000 | None (or less than $201) | 63.1.3 | ||
| S&P Global, Inc. (SPGI) | $1,001 - $15,000 | None (or less than $201) | 63.1.4 | ||
| Meta Platforms Inc. Class A Common Stock (META) | $1,001 - $15,000 | None (or less than $201) | 63.1.5 | ||
| TransDigm Group, Inc. (TDG) | $1,001 - $15,000 | None (or less than $201) | 63.1.6 | ||
| Uranium Energy Corp. (UEC) | $1,001 - $15,000 | None (or less than $201) | 63.1.7 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 63.1.8 | ||
| Broadcom, Inc. (AVGO) | $1,001 - $15,000 | None (or less than $201) | 63.1.9 | ||
| Ciena Corp. (CIEN) | $1,001 - $15,000 | None (or less than $201) | 63.1.10 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 63.1.11 | ||
| T-Mobile US, Inc. (TMUS) | $1,001 - $15,000 | None (or less than $201) | 63.1.12 | ||
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 63.1.13 | ||
| Alphabet, Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) | 63.1.14 | ||
| The Charles Schwab Corp. (SCHW) | $1,001 - $15,000 | None (or less than $201) | 63.1.15 | ||
| Uber Technologies, Inc. (UBER) | $1,001 - $15,000 | None (or less than $201) | 63.1.16 | ||
| Crypto Fund | 63.2 | ||||
| iSHARES ETHEREUM TRUST ETF (ETHA) | $1,001 - $15,000 | None (or less than $201) | 63.2.1 | ||
| iSHARES BITCOIN TR ETF (IBIT) | $1,001 - $15,000 | None (or less than $201) | 63.2.2 | ||
| Offshore Fund | 63.3 | ||||
| SAFRAN SA (SAFRY) | $1,001 - $15,000 | None (or less than $201) | 63.3.1 | ||
| Opportunities Fund | 63.4 | ||||
| GE Aerospace (GE) | $1,001 - $15,000 | None (or less than $201) | 63.4.1 | ||
| Carlyle Tactical Private Credit Fund TAKNX | $1,001 - $15,000 | None (or less than $201) | 63.5 | ||
| Automated Stocks Fund | 63.6 | ||||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | 63.6.1 | ||
| Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $1,001 - $15,000 | None (or less than $201) | 63.6.2 | ||
| ARK Venture Fund (ARKVX) | $1,001 - $15,000 | None (or less than $201) | 63.7 | ||
| APOLLO DIVERSIFIED CREDIT FUND (CRDIX) | $1,001 - $15,000 | None (or less than $201) | 63.8 | ||
| Apollo Diversified Real Estate Fund (GRIFX) | $1,001 - $15,000 | None (or less than $201) | 63.9 | ||
| Automated Bonds (Underlying Assets Not Reportable) | $1,001 - $15,000 | None (or less than $201) | 63.10 | ||
| Gabelli US Treasury Money Market Fund Class AAA Shares (GABXX) | $1,001 - $15,000 | None (or less than $201) | 63.11 | ||
| 201 8th Street LLC | 64 | ||||
| Residential rental property, Washington D.C. | $15,001 - $50,000 | None (or less than $201) | 64.1 | ||
| NY Life Insurance (Whole) | $50,001 - $100K | None (or less than $201) | 65 | ||
| NY Life Insurance (Whole) | $50,001 - $100K | None (or less than $201) | 66 | ||
| Northwestern Mutual Insurance 1 (Whole) | $100K - $250K | None (or less than $201) | 67 | ||
| Northwestern Mutual Insurance 2 (Whole) | $100K - $250K | None (or less than $201) | 68 | ||
| DC IRA #1 | 69 | ||||
| Vanguard FTSE Developed Markets Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 69.1 | ||
| ISHARES CORE S&P US VALUE ETF (IUSV) | $1,001 - $15,000 | None (or less than $201) | 69.2 | ||
| ISHARES CORE S&P US GROWTH ETF (IUSG) | $1,001 - $15,000 | None (or less than $201) | 69.3 | ||
| DC IRA #2 | 70 | ||||
| Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 70.1 | ||
| ISHARES CORE S&P US VALUE ETF (IUSV) | $1,001 - $15,000 | None (or less than $201) | 70.2 | ||
| ISHARES CORE S&P US GROWTH ETF (IUSG) | $1,001 - $15,000 | None (or less than $201) | 70.3 | ||
| D.C. College Savings 529 Plan (DC #1) | 71 | ||||
| JPMorgan US Equity Fund Class R6 Shares (JUEMX) | $50,001 - $100K | None (or less than $201) | 71.1 | ||
| DC College Savings Plan (DC #2) | 72 | ||||
| JPMorgan US Equity Fund Class R6 Shares (JUEMX) | $50,001 - $100K | None (or less than $201) | 72.1 | ||
| BLUE OWL TECHNOLOGY FINANCE CORP (OTF) | $1,001 - $15,000 | None (or less than $201) | 73 | ||
| Emergent BioSolutions, Inc. (EBS) | $1,001 - $15,000 | None (or less than $201) | 74 | ||
| Nuveen AMT-Free Municipal Credit Income Fund (NVG) | $1,001 - $15,000 | None (or less than $201) | 75 | ||
| COLLER SECONDARIES PRIVATE EQUITY OPPORTUNITIES FUND | $50,001 - $100K | None (or less than $201) | 76 | ||
| OAKTREE STRATEGIC CREDIT FUND | $15,001 - $50,000 | None (or less than $201) | 77 |
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. |
|---|---|---|---|
| Bank of America | type: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2021, rate: 2.00, term: 15 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.
Related Stories
Read ProPublica reporting on the disclosure documents.
