Jacob B. Reses

Reported Asset Values
$67,018–$355K

The data on this page comes from a financial disclosure filed by Jacob B. Reses, who was picked to be: Chief of Staff to the Vice President, Office of the Vice President in January, 2025. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.

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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Donald J. Trump for President$57,590Salary/Bonus1
Republican National Committee$32,590Salary2
The Heritage Foundation Retirement Plan3
Artisan International Value Fund Institutional Shares (APHKX)$1,001 - $15,000None (or less than $201)3.1
Segall Bryant & Hamill Plus Bond Fund Institutional Class Shares (WIIBX)$1,001 - $15,000None (or less than $201)3.2
Vanguard 500 Index Fund Admiral Shares (VFIAX)$1,001 - $15,000None (or less than $201)3.3
Putnam Equity Income Fund Class R6 Shares (PEQSX)$1,001 - $15,000None (or less than $201)3.4
Janus Henderson Enterprise Fund Class N Shares (JDMNX)$1,001 - $15,000None (or less than $201)3.5
The Heritage Foundation 401(k) plan4
Artisan International Value Fund Institutional Shares (APHKX)$1,001 - $15,000None (or less than $201)4.1
Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX)$1,001 - $15,000None (or less than $201)4.2
Segall Bryant & Hamill Plus Bond Fund Institutional Class Shares (WIIBX)$1,001 - $15,000None (or less than $201)4.3
Vanguard 500 Index Fund Admiral Shares (VFIAX)$1,001 - $15,000None (or less than $201)4.4
Putnam Equity Income Fund Class R6 Shares (PEQSX)$1,001 - $15,000None (or less than $201)4.5
Janus Henderson Enterprise Fund Class N Shares (JDMNX)$1,001 - $15,000None (or less than $201)4.6
Fidelity Advisor Strategic Income Fund Class Z Shares (FIWDX)$1,001 - $15,000None (or less than $201)4.7
Royce Special Equity Fund Institutional Class Shares (RSEIX)$1,001 - $15,000None (or less than $201)4.8
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)

OrganizationAgreementEndnoteLine No.
The Heritage Foundation Retirement PlanI will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (2014-02-01)1
The Heritage Foundation 401(k) planI will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (2014-02-01)2
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
PNC Bank Checking Account$50,001 - $100KNone (or less than $201)1
Wells Fargo Brokerage AccountSince the end of the calendar year, and prior to my current government service, I eliminated my positions in the stocks that had been held within this account and moved all assets to money market/cash sweep holdings within the account2
Wells Fargo Deposit (Money Market Account)$1,001 - $15,000None (or less than $201)2.1
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)$1,001 - $15,000None (or less than $201)Since the end of the calendar year, and prior to my current government service, I eliminated my position in this stock2.2
PepsiCo, Inc. (PEP)$1,001 - $15,000$201 - $1,000DividendsSince the end of the calendar year, and prior to my current government service, I eliminated my position in this stock.2.3
Benefitwallet HSA3
Bank of New York Mellon savings deposit$1,001 - $15,000None (or less than $201)3.1
Transactions

Officials are required to disclose the purchase, sale or exchange of property or securities in excess of $1,000. Many top officials are required to file periodic transaction reports (278-T) within 45 days to disclose additional actions. This table combines transactions from regularly scheduled financial disclosures and periodic transaction reports. If the same transaction appears on multiple reports, we’re only showing it once. (Form 278e, Part 7 and Form 278-T)

DescriptionValueTransactionEndnoteLine No.
Artisan International Value Fund Institutional Shares (APHKX)$1,001 - $15,000Purchase, 2024-04-01    Transfers within my independently managed Heritage retirement accounts1
Artisan International Value Fund Investor Shares (ARTKX)$1,001 - $15,000Sale, 2024-04-01    Transfers within my independently managed Heritage retirement accounts2
Baron Asset Fund (BARAX)$1,001 - $15,000Sale, 2024-04-01    Transfers within my independently managed Heritage retirement accounts3
Fairholme Fd (FAIRX)$1,001 - $15,000Sale, 2024-04-01    Transfers within my independently managed Heritage retirement accounts4
Fidelity Advisor Strategic Income Fund Class Z Shares (FIWDX)$1,001 - $15,000Purchase, 2024-04-01    Transfers within my independently managed Heritage retirement accounts5
Janus Henderson Enterprise Fund Class N Shares (JDMNX)$1,001 - $15,000Purchase, 2024-04-01    Transfers within my independently managed Heritage retirement accounts6
Loomis Sayles Bond Fund Class N Shares (LSBNX)$1,001 - $15,000Sale, 2024-04-01    Transfers within my independently managed Heritage retirement accounts7
Oakmark Fund Investor Class Shares (OAKMX)$1,001 - $15,000Sale, 2024-04-01    Transfers within my independently managed Heritage retirement accounts8
Putnam Equity Income Fund Class R6 Shares (PEQSX)$15,001 - $50,000Purchase, 2024-04-01    Transfers within my independently managed Heritage retirement accounts9
Selected American Shares, Inc Class S Shares (SLASX)$1,001 - $15,000Sale, 2024-04-01    Transfers within my independently managed Heritage retirement accounts10
Vanguard 500 Index Fund Admiral Shares (VFIAX)$1,001 - $15,000Purchase, 2024-04-01    Transfers within my independently managed Heritage retirement accounts11

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