Thomas Rose
Reported Asset Values
$19M–$94M+
The data on this page comes from a financial disclosure filed by Thomas Rose, who was picked to be: Ambassador to the Republic of Poland, 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. |
|---|---|---|---|---|---|
| Irwin R. Rose & Company LLC, 401(k) plan | 1 | ||||
| JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | $50,001 - $100K | None (or less than $201) | 1.1 | ||
| JPMorgan Small Cap Blend Fund Class R4 | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| Irwin R. Rose & Company LLC | $52,196 | Salary | 2 | ||
| Sirius XM Holdings, Inc. | $12,000 | Salary | 3 | ||
| "Big Miracle: Inspired by the Incredible True Story that United the World," St. Martin's Griffin (value not readily ascertainable) | None (or less than $201) | 4 | |||
| "Freeing the Whales: How the Media Created the World's Greatest Non-Event," Birch Lane (value not readily ascertainable) | None (or less than $201) | 5 | |||
| "Big Miracle," Universal Pictures (value not readily ascertainable) | None (or less than $201) | 6 | |||
| IRA #1 | 7 | ||||
| Global Partners LP (GLP) | $1,001 - $15,000 | None (or less than $201) | 7.1 | ||
| HF Sinclair Corporation Common Stock (DINO) | $1,001 - $15,000 | None (or less than $201) | 7.2 | ||
| Kinder Morgan, Inc. (KMI) | $1,001 - $15,000 | None (or less than $201) | 7.3 | ||
| Targa Resources Corp. (TRGP) | $1,001 - $15,000 | None (or less than $201) | 7.4 | ||
| AMG Yacktman Focused Fund Class I Shares (YAFIX) | $1,001 - $15,000 | None (or less than $201) | 7.5 | ||
| Ave Maria Rising Dividend Fund (AVEDX) | $15,001 - $50,000 | None (or less than $201) | 7.6 | ||
| BlackRockGlobal Long/Short Credit Fund Institutional Shares (BGCIX) | $1,001 - $15,000 | None (or less than $201) | 7.7 | ||
| BNY Mellon Opportunistic Small Cap Fund Investor Class Shares (DSCVX) | $1,001 - $15,000 | None (or less than $201) | 7.8 | ||
| Boston Partners Long/Short Equity Fund Institutional Class Shares (BPLSX) | $1,001 - $15,000 | None (or less than $201) | 7.9 | ||
| Goldman Sachs Short Duration Government Fund Institutional Shares (GSTGX) | $1,001 - $15,000 | None (or less than $201) | 7.10 | ||
| Invesco Developing Markets Fund Class Y Shares (ODVYX) | $1,001 - $15,000 | None (or less than $201) | 7.11 | ||
| Janus Henderson Flexible Bond Fund Class I Shares (JFLEX) | $1,001 - $15,000 | None (or less than $201) | 7.12 | ||
| Wells Fargo Premier Large Company Growth Fund Institutional Class Shares (EKJYX) | $15,001 - $50,000 | None (or less than $201) | 7.13 | ||
| Lord Abbett Floating Rate Fund Class F Shares (LFRFX) | $1,001 - $15,000 | None (or less than $201) | 7.14 | ||
| Ivy International Core Equity Fund Class I Shares (ICEIX) | $1,001 - $15,000 | None (or less than $201) | 7.15 | ||
| Oakmark International Fund Investor Class Shares (OAKIX) | $1,001 - $15,000 | None (or less than $201) | 7.16 | ||
| Parnassus Endeavor Fund Investor Class Shares (PARWX) | $1,001 - $15,000 | None (or less than $201) | 7.17 | ||
| PGIM Short-Term Corporate Bond Fund Class Z Shares (PIFZX) | $1,001 - $15,000 | None (or less than $201) | 7.18 | ||
| Pioneer Short Term Income Fund Class Y Shares (PSHYX) | $1,001 - $15,000 | None (or less than $201) | 7.19 | ||
| Thornburg Limited Term US Government Fund Class I Shares (LTUIX) | $1,001 - $15,000 | None (or less than $201) | 7.20 | ||
| Touchstone Sands Capital Select Growth Fund Class Y Shares (CFSIX) | $1,001 - $15,000 | None (or less than $201) | 7.21 | ||
| Voya Corporate Leaders Trust Fund (LEXCX) | $1,001 - $15,000 | None (or less than $201) | 7.22 | ||
| Western Asset Mortgage Total Return Fund Class I Shares (SGSYX) | $1,001 - $15,000 | None (or less than $201) | 7.23 | ||
| William Blair Small-Mid Cap Growth Fund Class I Shares (WSMDX) | $1,001 - $15,000 | None (or less than $201) | 7.24 | ||
| Wells Fargo Short-Term High Yield Bond Fund Institutional Class Shares (STYIX) | $1,001 - $15,000 | None (or less than $201) | 7.25 | ||
| Templeton International Bond Fund Advisor Class (FIBZX) | $1,001 - $15,000 | None (or less than $201) | 7.26 |
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. |
|---|---|---|---|
| Irwin R. Rose & Company LLC | I will continue to participate in this defined contribution plan. The plan sponsor has ceased making contributions following my separation. (1991-01-01) | 1 | |
| Irwin R. Rose & Company LLC | I am currently enrolled in the family’s company health insurance plan. I will continue to participate in this plan and will pay the full cost of my coverage during my appointment. The company will not be making any contributions on my behalf. (2005-05-01) | The date of the arrangement is an estimate. | 2 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
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. |
|---|---|---|---|---|---|
| IRA #2 | 1 | ||||
| Fidelity International Index Fund (FSPSX) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Fidelity Total International Index Fund (FTIHX) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Fidelity Advisor Real Estate Income Fund Class Z Shares (FIKMX) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) | $1,001 - $15,000 | None (or less than $201) | 1.4 | ||
| Diamond Hill Long-Short Fund Class I Shares (DHLSX) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| The Ambassador Fund (EMPIX) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| Apple, Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| Eaton Corp. Plc (ETN) | $1,001 - $15,000 | None (or less than $201) | 1.8 | ||
| Abbvie, Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) | 1.9 | ||
| Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | None (or less than $201) | 1.10 | ||
| American Electric Power Co., Inc. (AEP) | $1,001 - $15,000 | None (or less than $201) | 1.11 | ||
| Analog Devices, Inc. (ADI) | $1,001 - $15,000 | None (or less than $201) | 1.12 | ||
| Federated International Equity Fund Institutional Class Shares (PIUIX) | $1,001 - $15,000 | None (or less than $201) | 1.13 | ||
| JPMorgan Mid Cap Value Fund Class L Shares (FLMVX) | $1,001 - $15,000 | None (or less than $201) | 1.14 | ||
| Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $1,001 - $15,000 | None (or less than $201) | 1.15 | ||
| Vanguard Commodity Strategy Fund Admiral Class Shares (VCMDX) | $1,001 - $15,000 | None (or less than $201) | 1.16 | ||
| Calamos Market Neutral Income Fund Class I Shares (CMNIX) | $1,001 - $15,000 | None (or less than $201) | 1.17 | ||
| Carillon Reams Unconstrained Bond Fund Class I Shares (SUBFX) | $15,001 - $50,000 | None (or less than $201) | 1.18 | ||
| JPMorgan Mortgage-Backed Securities Fund Class I Shares (OMBIX) | $1,001 - $15,000 | None (or less than $201) | 1.19 | ||
| MainStay MacKay Convertible Fund Class I Shares (MCNVX) | $1,001 - $15,000 | None (or less than $201) | 1.20 | ||
| Stone Ridge High Yield Reinsurance Risk Premium Fund Class I (SHRIX) | $1,001 - $15,000 | None (or less than $201) | 1.21 | ||
| Allspring Short-Term High Income Fund Institutional Class (STYIX) | $1,001 - $15,000 | None (or less than $201) | 1.22 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 1.23 | ||
| SPDR S&P 600 Small Cap Value ETF (SLYV) | $1,001 - $15,000 | None (or less than $201) | 1.24 | ||
| iShares Intermediate-Term Corporate Bond ETF (IGIB) | $1,001 - $15,000 | None (or less than $201) | 1.25 | ||
| iShares 3-7 Year Treasury Bond ETF (IEI) | $1,001 - $15,000 | None (or less than $201) | 1.26 | ||
| Bristol-Myers Squibb (BMY) | $1,001 - $15,000 | None (or less than $201) | 1.27 | ||
| Cigna Corp. (CI) | $1,001 - $15,000 | None (or less than $201) | 1.28 | ||
| CVS Health Corp. (CVS) | $1,001 - $15,000 | None (or less than $201) | 1.29 | ||
| Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) | 1.30 | ||
| Chevron Corp. (CVX) | $1,001 - $15,000 | None (or less than $201) | 1.31 | ||
| Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | 1.32 | ||
| Citizens Financial Group Inc. (CFG) | $1,001 - $15,000 | None (or less than $201) | 1.33 | ||
| EOG Resources, Inc. (EOG) | $1,001 - $15,000 | None (or less than $201) | 1.34 | ||
| Enbridge Inc. (ENB) | $1,001 - $15,000 | None (or less than $201) | 1.35 | ||
| Exxon Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) | 1.36 | ||
| Fidelity National Information Services, Inc. (FIS) | $1,001 - $15,000 | None (or less than $201) | 1.37 | ||
| GATX Corp. (GATX) | $1,001 - $15,000 | None (or less than $201) | 1.38 | ||
| Gentex Corp. (GNTX) | $1,001 - $15,000 | None (or less than $201) | 1.39 | ||
| The Hanover Insurance Group, Inc. (THG) | $1,001 - $15,000 | None (or less than $201) | 1.40 | ||
| The Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | 1.41 | ||
| Ingredion, Inc. (INGR) | $1,001 - $15,000 | None (or less than $201) | 1.42 | ||
| International Business Machines Corp. (IBM) | $1,001 - $15,000 | None (or less than $201) | 1.43 | ||
| Interpublic Group of Cos., Inc. (IPG) | $1,001 - $15,000 | None (or less than $201) | 1.44 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 1.45 | ||
| JOHNSON & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | 1.46 | ||
| Keycorp (KEY) | $1,001 - $15,000 | None (or less than $201) | 1.47 | ||
| Levi Strauss & Co. (LEVI) | $1,001 - $15,000 | None (or less than $201) | 1.48 | ||
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) | 1.49 | ||
| Merck & Co., Inc. (mrk) | $1,001 - $15,000 | None (or less than $201) | 1.50 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 1.51 | ||
| Nexstar Media Group, Inc. (NXST) | $1,001 - $15,000 | None (or less than $201) | 1.52 | ||
| NiSource, Inc. (NI) | $1,001 - $15,000 | None (or less than $201) | 1.53 | ||
| PepsiCo, Inc. (PEP) | $1,001 - $15,000 | None (or less than $201) | 1.54 | ||
| Pfizer Inc. (PFE) | $1,001 - $15,000 | None (or less than $201) | 1.55 | ||
| T. Rowe Price Group, Inc. (TROW) | $1,001 - $15,000 | None (or less than $201) | 1.56 | ||
| Principal Financial Group, Inc. (PFG) | $1,001 - $15,000 | None (or less than $201) | 1.57 | ||
| PROCTOR & GAMBLE CO (PG) | $1,001 - $15,000 | None (or less than $201) | 1.58 | ||
| Prudential Financial, Inc. (PRU) | $1,001 - $15,000 | None (or less than $201) | 1.59 | ||
| QUALCOMM, Inc. (QCOM) | $1,001 - $15,000 | None (or less than $201) | 1.60 | ||
| Rio Tinto Plc Common Stock (RIO) | $1,001 - $15,000 | None (or less than $201) | 1.61 | ||
| The J. M. Smucker Co. (SJM) | $1,001 - $15,000 | None (or less than $201) | 1.62 | ||
| SOUTHERN COMPANY (SO) | $1,001 - $15,000 | None (or less than $201) | 1.63 | ||
| Stanley Black & Decker, Inc. (SWK) | $1,001 - $15,000 | None (or less than $201) | 1.64 | ||
| Sysco Corp. (SYY) | $1,001 - $15,000 | None (or less than $201) | 1.65 | ||
| Target Corp. (TGT) | $1,001 - $15,000 | None (or less than $201) | 1.66 | ||
| 3M Co. (MMM) | $1,001 - $15,000 | None (or less than $201) | 1.67 | ||
| The Travelers Cos., Inc. (TRV) | $1,001 - $15,000 | None (or less than $201) | 1.68 | ||
| U.S. Bancorp (USB) | $1,001 - $15,000 | None (or less than $201) | 1.69 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) | 1.70 | ||
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 1.71 | ||
| Williams-Sonoma, Inc. (WSM) | $1,001 - $15,000 | None (or less than $201) | 1.72 | ||
| Digital Realty Trust, Inc. (DLR) | $1,001 - $15,000 | None (or less than $201) | 1.73 | ||
| Omega Healthcare Investors, Inc. (OHI) | $1,001 - $15,000 | None (or less than $201) | 1.74 | ||
| Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | None (or less than $201) | 1.75 | ||
| ISHARES Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | 1.76 | ||
| JPMorgan Hedged Equity Fund Class I Shares (JHEQX) | $15,001 - $50,000 | None (or less than $201) | 1.77 | ||
| PzenaEmerging Markets Value Fund Institutional Class Shares (PZIEX) | $1,001 - $15,000 | None (or less than $201) | 1.78 | ||
| TE Connectivity Ltd. (TEL) | $1,001 - $15,000 | None (or less than $201) | 1.79 | ||
| Rose-Oaks, L.P. (apartment complex, Dallas TX) | $5M - $25M | $125K | Partnership Distributions | 2 | |
| Rose-Autumn Chase, L.P. (apartment complex, Dallas TX) | $5M - $25M | $63,098 | Partnership Distributions | 3 | |
| Rose Indian Creek I, L.P. (apartment complex, Dallas TX)) | $1M - $5M | $61,902 | Partnership Distributions | 4 | |
| CollegeChoice 529 Direct Savings Plan (Indiana 529 Plan) | 5 | ||||
| College Portfolio (Beneficiary #1) | $100K - $250K | None (or less than $201) | 5.1 | ||
| College Portfolio (Beneficiary #2) | $50,001 - $100K | None (or less than $201) | 5.2 | ||
| U.S. Brokerage Money Market Account (cash) | $1M - $5M | $50,001 - $100K | Interest | 6 | |
| U.S. Bank #1 (Cash) | $15,001 - $50,000 | None (or less than $201) | 7 | ||
| U.S. Bank #2 (Cash) | $1,001 - $15,000 | None (or less than $201) | 8 | ||
| U.S. Bank #3 (Cash) | $250K - $500K | $15,001 - $50,000 | Interest | 9 | |
| IMPERIAL VALLEY NEWS MEDIA | $250K - $500K | $5,001 - $15,000 | Dividends | 10 | |
| Horizons Publications Inc. | $500K - $1M | $15,001 - $50,000 | Dividends | 11 | |
| Rose- Altamonte LP (apartment complex, Dallas TX) | $5M - $25M | None (or less than $201) | 12 | ||
| Round Hill Limited Partnership (apartment complex, Dallas TX) | $1M - $5M | None (or less than $201) | 13 | ||
| Irrevocable Family Trust #1 - Excepted Trust | None (or less than $201) | Filer does not know the value of the trust | 14 | ||
| Irrevocable Family Trust #2 - Excepted Trust | None (or less than $201) | Filer does not know the value of the trust | 15 | ||
| Irrevocable Family Trust #3 - Excepted Trust | None (or less than $201) | Filer does not know the value of the trust | 16 | ||
| Irrevocable Family Trust #4 - Excepted Trust | None (or less than $201) | Filer does not know the value of the trust | 17 | ||
| Irrevocable Family Trust #5 - Excepted Trust | None (or less than $201) | Filer does not know the value of the trust | 18 | ||
| brokerage account #1 | 19 | ||||
| Sirius XM Holdings, Inc. (SIRI) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 19.1 |
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.
