Caleb W. Orr
The data on this page comes from a financial disclosure filed by Caleb W. Orr, who was picked to be: Assistant Secretary of State for Economic and Business Affairs, Department of State. 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. |
|---|---|---|---|---|---|
| Boyden Gray PLLC (law firm) | $200K | Salary/Bonus | 1 | ||
| Boyden Gray PLLC 401(k) | 2 | ||||
| Fidelity Freedom Index 2060 Fund - Premier II Class Shares | $15,001 - $50,000 | None (or less than $201) | 2.1 | ||
| IRA | 3 | ||||
| Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| WisdomTree US Quality Dividend Growth Fund (DGRW) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| iShares Global 100 ETF (IOO) | $1,001 - $15,000 | None (or less than $201) | 3.3 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 3.4 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | 3.5 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 3.6 | ||
| PepsiCo Inc. | $1,001 - $15,000 | None (or less than $201) | 3.7 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| Invesco S&P 500 Eql. Weight ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | 3.9 | ||
| Invesco S&P 500 GARP ETF (SPGP) | $1,001 - $15,000 | None (or less than $201) | 3.10 | ||
| Visa Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 3.11 | ||
| Vanguard Small-Cap Index Fund (VB) | $1,001 - $15,000 | None (or less than $201) | 3.12 | ||
| Vanguard Mid-Cap Index Fund (VO) | $1,001 - $15,000 | None (or less than $201) | 3.13 |
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. |
|---|---|---|---|
| Boyden Gray PLLC 401(k) Plan | I will continue participation in this defined contribution plan. The plan sponsor has ceased making contributions because I have separated from my employment with the sponsor. (2022-07-01) | 1 |
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. |
|---|---|---|---|
| Boyden Gray PLLC | Services as Associate | Four confidential clients are not disclosed because of a confidentiality provision in the engagement agreements. All four were organizations. | 1 |
| Boyden Gray PLLC | Services as Research Fellow | 2 | |
| Liberty Energy Inc. | Legal Services (Boyden Gray PLLC) | 3 | |
| American Free Enterprise Chamber of Commerce | Legal Services (Boyden Gray PLLC) | 4 | |
| America First Legal | Legal Services (Boyden Gray PLLC) | 5 | |
| Philanthropy Roundtable | Legal Services (Boyden Gray PLLC) | 6 | |
| Alliance Defending Freedom | Legal Services (Boyden Gray PPLC) | 7 | |
| Valero Energy Corp. | Legal Services (Boyden Gray PLLC) | 8 |
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. |
|---|---|---|---|---|---|
| CRC Advisors | salary, bonus | 1 | |||
| Young America's Foundation - 03/11/2024 | $800 | Honorarium | 2 | ||
| Young America's Foundation - 07/26/2024 | $800 | Honorarium | 3 | ||
| CRC Advisors 401(k) | 4 | ||||
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | None (or less than $1,001) | None (or less than $201) | 4.1 | ||
| Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | None (or less than $1,001) | None (or less than $201) | 4.2 | ||
| Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | None (or less than $1,001) | None (or less than $201) | 4.3 | ||
| Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | None (or less than $1,001) | None (or less than $201) | 4.4 | ||
| Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | None (or less than $1,001) | None (or less than $201) | 4.5 | ||
| IRA | 5 | ||||
| Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| WisdomTree US Quality Dividend Growth Fund (DGRW) | $1,001 - $15,000 | None (or less than $201) | 5.2 | ||
| ALPS Equal Sector Weight ETF (EQL) | $1,001 - $15,000 | None (or less than $201) | 5.3 | ||
| Alphabet Inc (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 5.4 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 5.5 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 5.6 | ||
| Invesco S&P 500 Eql Wght ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | 5.7 | ||
| Invesco S and P 500 GARP ETF (SPGP) | $1,001 - $15,000 | None (or less than $201) | 5.8 | ||
| Visa Inc. (V) | $1,001 - $15,000 | None (or less than $201) | 5.9 | ||
| Vanguard Small-Cap Index Fund; ETF (VB) | $1,001 - $15,000 | None (or less than $201) | 5.10 | ||
| Vanguard Mid-Cap Index Fund; ETF | $1,001 - $15,000 | None (or less than $201) | 5.11 | ||
| Roth IRA | 6 | ||||
| Apple, Inc. (AAPL) | None (or less than $1,001) | None (or less than $201) | 6.1 | ||
| Amazon.com, Inc. (AMZN) | None (or less than $1,001) | None (or less than $201) | 6.2 | ||
| Alphabet, Inc. (GOOG) | None (or less than $1,001) | None (or less than $201) | 6.3 | ||
| Microsoft Corp. (MSFT) | None (or less than $1,001) | None (or less than $201) | 6.4 | ||
| Nvidia Corp. (NVDA) | None (or less than $1,001) | None (or less than $201) | 6.5 | ||
| Invesco S&P 500 GARP ETF (SPGP) | None (or less than $1,001) | None (or less than $201) | 6.6 | ||
| Vanguard Small-Cap Index Fund ETF Shares (VB) | None (or less than $1,001) | None (or less than $201) | 6.7 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | None (or less than $1,001) | None (or less than $201) | 6.8 | ||
| Vanguard Mid-Cap Index Fund ETF Shares (VO) | None (or less than $1,001) | None (or less than $201) | 6.9 |
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| U.S. bank account (cash account) | $1,001 - $15,000 | None (or less than $201) | Interest | 1 | |
| Brokerage account - The Orr Family Trust | 2 | ||||
| Federal National Mortgage Association CD | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| Pacer US Cash Cows 100 ETF (COWZ) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| WisdomTree US Quality Dividend Growth Fund (DGRW) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| ALPS Equal Sector Weight ETF (EQL) | $1,001 - $15,000 | None (or less than $201) | 2.6 | ||
| Goldman Sachs Group Inc (gs) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| iShares Global 100 ETF (IOO) | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| Lowe's Companies Inc. (LOW) | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | 2.12 | ||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| PepsiCo, Inc. (PEP) | $1,001 - $15,000 | None (or less than $201) | 2.14 | ||
| Procter & Gamble Co. (PG) | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | $1,001 - $15,000 | None (or less than $201) | 2.16 | ||
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| Invesco S&P 500 GARP ETF (SPGP) | $1,001 - $15,000 | None (or less than $201) | 2.18 | ||
| Schwab Value Advantage Money Fund Investor Class Shares (SWVXX) | $50,001 - $100K | $1,001 - $2,500 | 2.19 | ||
| American Funds Tax-Aware Conservative Growth and Income P Class F2 Shs (TXIFX) | $1,001 - $15,000 | $201 - $1,000 | 2.20 | ||
| UnitedHealth Group, Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) | 2.21 | ||
| Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | None (or less than $201) | 2.22 | ||
| Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | 2.23 | ||
| Vanguard Mid-Cap Index Fund ETF Shares (VO) | $1,001 - $15,000 | None (or less than $201) | 2.24 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | 2.25 | ||
| Utah College Investment Plan (529) #1 | 3 | ||||
| Total US Stock Market (UTSTX) | $15,001 - $50,000 | None (or less than $201) | 3.1 | ||
| Utah College Investment Plan (529) #2 | 4 | ||||
| Total US Stock Market (UTSTX) | $15,001 - $50,000 | None (or less than $201) | 4.1 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| U.S. Department of Education Student Loan #1 | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 2021, rate: 4.30%, term: 10 years | 1 | |
| U.S. Department of Education Student Loan #2 | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 2020, rate: 6.080%, term: 10 years | 2 | |
| U.S. Department of Education Student Loan #3 | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 2022, rate: 6.540%, term: 10 years | 3 |
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.
