Matthew Rosenthal
The data on this page comes from a financial disclosure filed by Matthew Rosenthal, who was picked to be: Senior Advisor to the Secretary, Department of the Treasury in May, 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)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Roth IRA | 1 | ||||
| Nvidia Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| SCHWAB US LARGE-CAP ETF (SCHX) | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| Reaves Utility Income Fund (UTG) | None (or less than $1,001) | None (or less than $201) | 1.5 | ||
| VANGUARD SMALL CAP ETF | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| cash | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| Bank Policy Institute Defined Contribution Plan | 2 | ||||
| Vanguard Ext Mkt Index | $50,001 - $100K | None (or less than $201) | 2.1 | ||
| Vanguard Target Ret 2050 | $15,001 - $50,000 | None (or less than $201) | 2.2 | ||
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | 2.3 |
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. |
|---|---|---|---|
| Bank Policy Institute | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. (2018-07-01) | 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. |
|---|---|---|---|---|---|
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 1 | ||
| Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) | 2 | ||
| Coinbase Global Inc. Class A Common Stock (COIN) | $1,001 - $15,000 | None (or less than $201) | 3 | ||
| Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | 4 | ||
| Etsy, Inc. (ETSY) | $1,001 - $15,000 | None (or less than $201) | 5 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 6 | ||
| Lowe's Companies (low) | $1,001 - $15,000 | None (or less than $201) | 7 | ||
| Nike, Inc. (NKE) | $1,001 - $15,000 | None (or less than $201) | 8 | ||
| Raytheon Technologies Corporation Common Stock (RTX) | $1,001 - $15,000 | None (or less than $201) | 9 | ||
| Snowflake Inc. Class A Common Stock (SNOW) | $1,001 - $15,000 | None (or less than $201) | 10 | ||
| SoFi Technologies Inc. Common Stock (SOFI) | $1,001 - $15,000 | None (or less than $201) | 11 | ||
| Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | 12 | ||
| Block Inc (XYZ) | $1,001 - $15,000 | None (or less than $201) | 13 | ||
| SCHWAB US LARGE-CAP ETF (SCHX) | $15,001 - $50,000 | $201 - $1,000 | 14 | ||
| Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | None (or less than $201) | 15 | ||
| Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | 16 | ||
| Technology Select Sector SPDR Fund (XLK) | $1,001 - $15,000 | None (or less than $201) | 17 | ||
| Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) | 18 | ||
| Warner Bros. Discovery Inc. Series A Common Stock (WBD) | $1,001 - $15,000 | None (or less than $201) | 19 | ||
| U.S. Bank #1 | $50,001 - $100K | None (or less than $201) | 20 | ||
| Brokerage Sweep (Cash) | $15,001 - $50,000 | None (or less than $201) | 21 |
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.
