Stefanie Spear
The data on this page comes from a financial disclosure filed by Stefanie Spear, who was picked to be: Principal Deputy Chief of Staff, Department of Health & Human Services. 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)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Team Kennedy | Senior Advisor / Communications Director / Press Secretary, 5/2023 - 1/2025 | 1 | |
| Stellar, Inc | CEO, 1/2010 - Present | Pursuant to the terms of the EA, Filer is permitted to continue operating her media consulting business under specific terms spelled out in the EA including the required to file the necessary outside activity paperwork. | 2 |
| Children's Health Defense | Editor-in-Chief, The Defender, 8/2020 - 5/2023 | 3 |
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. |
|---|---|---|---|---|---|
| Stellar, Inc (Public relations consulting) | $157K | Salary | Filer's clients during the reporting period were: As You Sew* JW Howard Attorneys* Proxy Impact* SkyHorse Publishing Team Kennedy Kennedy Victory Fund (Once Robert Kennedy endorsed President Trump, all employees became contractors and filer's fees went through Stellar Inc.) *Filer's work for these companies ended in 2023 | 1 | |
| INHERITED IRA | 2 | ||||
| American High-Income Trust Class F2 Shares (AHIFX) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Causeway International Value Fund Institutional Class Shares (CIVIX) | $1,001 - $15,000 | None (or less than $201) | 2.2 | ||
| Dodge & Cox Stock Fund (DODGX) | $1,001 - $15,000 | None (or less than $201) | 2.3 | ||
| Embark Small Cap Equity Fund Institutional Class (ESCWX) | $1,001 - $15,000 | None (or less than $201) | 2.4 | ||
| Harbor Embark Commodity STR Instl FD (ECSWX) | $1,001 - $15,000 | None (or less than $201) | 2.5 | ||
| American Funds Bond Fund of America F2 (ABNFX) | $15,001 - $50,000 | $201 - $1,000 | 2.6 | ||
| Growth Fund of America Class F2 Shares (GFFFX) | $1,001 - $15,000 | None (or less than $201) | 2.7 | ||
| Washington Mutual Investors Fund Class F2 Shares (WMFFX) | $1,001 - $15,000 | $201 - $1,000 | 2.8 | ||
| Jensen Quality Growth Fund Class I Shares (JENIX) | $1,001 - $15,000 | None (or less than $201) | 2.9 | ||
| John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | 2.10 | ||
| MFS Mid Cap Growth Fund Class I Shares (OTCIX) | $1,001 - $15,000 | None (or less than $201) | 2.11 | ||
| MFS Emerging Markets Debt Fund Class I Shares (MEDIX) | $1,001 - $15,000 | $201 - $1,000 | 2.12 | ||
| Wells FargoEmerging Markets Equity Fund Institutional Class Shares (EMGNX) | $1,001 - $15,000 | None (or less than $201) | 2.13 | ||
| EuroPacific Growth Fund Class F2 Shares (AEPFX) | $1,001 - $15,000 | None (or less than $201) | 2.14 | ||
| PIMCO CommoditiesPLUS Strategy Fund Institutional Class Shares (PCLIX) | $1,001 - $15,000 | None (or less than $201) | 2.15 | ||
| PIMCO Total Return Fund Institutional Class Shares (PTTRX) | $1,001 - $15,000 | $201 - $1,000 | 2.16 | ||
| PGIM High Yield Fund Class Z Shares (PHYZX) | $1,001 - $15,000 | None (or less than $201) | 2.17 | ||
| Team Kennedy | $356K | Salary | 3 | ||
| Team Kennedy, anticipated bonus | $15,001 - $50,000 | None (or less than $201) | 4 | ||
| Children's Health Defense | $57,078 | Salary | 5 | ||
| Stellar Inc. 401K | 6 | ||||
| Cash and Sweep Account | $1,001 - $15,000 | None (or less than $201) | 6.1 | ||
| Goldman Sachs ActiveBeta US Large Cap Equity ETF (GSLC) | $15,001 - $50,000 | None (or less than $201) | 6.2 | ||
| ISHARES CORE MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | $201 - $1,000 | 6.3 | ||
| iShares Core S&P Total US Stock Market ETF (ITOT) | $15,001 - $50,000 | $201 - $1,000 | 6.4 | ||
| Ishares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | 6.5 | ||
| iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 | 6.6 | ||
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | $1,001 - $15,000 | None (or less than $201) | 6.7 | ||
| iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | $201 - $1,000 | 6.8 | ||
| Vanguard Mid-Cap Index Fund ETF Shares (VO) | $1,001 - $15,000 | None (or less than $201) | 6.9 | ||
| IRA | 7 | ||||
| Green Century Balanced Fund Individual Investor Class Shares (GCBLX) | $50,001 - $100K | $201 - $1,000 | 7.1 | ||
| Parnassus Endeavor Fund Investor Class Shares (PARWX) | $50,001 - $100K | $201 - $1,000 | 7.2 | ||
| Children's Health Defense 401K | 8 | ||||
| Voya Target Retirement 2035 Fund Class R6 Shares (VTRHX) | $15,001 - $50,000 | None (or less than $201) | 8.1 |
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. |
|---|---|---|---|
| Stellar Inc. | I will continue to participate in this defined contribution plan, and the plan sponsor will continue to make contributions. (2020-03-01) | Pursuant to the terms of Filer's EA, Filer is permitted to continue her outside consulting business subject to limitations spelled out in the Ethics Agreement. Continued contributions to her defined contribution plan does not create any additional recusal obligations other than those necessitated by the continuation of the consulting business itself. | 1 |
| Team Kennedy | The bonus is for an end-of-the-campaign performance bonus. I will receive it the week of January 13, 2025, prior to the start of my employment with the federal government. (2024-09-01) | 2 | |
| Children's Health Defense | I continue to participate in this defined contribution plan. The plan sponsor ceased making contributions at my separation. (2020-08-01) | 3 |
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. |
|---|---|---|---|
| Team Kennedy | Filer was in charge of the campaign’s communications director, press secretary and senior advisor to RFK Jr. | 1 | |
| Stellar, Inc | Filer serves as CEO and sole media consultant of PR Consulting firm. | Filer's clients during the reporting period were: As You Sew; * JW Howard Attorneys;* Proxy Impact; * SkyHorse Publishing; Team Kennedy; and Kennedy Victory Fund. *Filer's work for these companies ended in 2023 | 2 |
| Children's Health Defense | Filer served as editor and chief of The Defender, the news website for the CHD. | 3 |
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. |
|---|---|---|---|---|---|
| Investment account | 1 | ||||
| Diamond Hill Large Cap Fund Class I Shares (DHLRX) | $50,001 - $100K | $201 - $1,000 | 1.1 | ||
| FIDELITY 500 INDEX FUND (FXAIX) | $100K - $250K | $1,001 - $2,500 | 1.2 | ||
| Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares (FTIXX) | $1,001 - $15,000 | $201 - $1,000 | 1.3 | ||
| MFS Mid Cap Growth Fund Class I Shares (OTCIX) | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| NYLI Mackay High Yield Municipal Bond Fund Class I (MMHIX) | $50,001 - $100K | $1,001 - $2,500 | 1.5 | ||
| Nuveen Intermediate Duration Municipal Bond Fund Class I Shares (NUVBX) | $15,001 - $50,000 | $1,001 - $2,500 | 1.6 | ||
| Wells FargoEmerging Markets Equity Fund Institutional Class Shares (EMGNX) | $15,001 - $50,000 | $201 - $1,000 | 1.7 | ||
| Wells Fargo Municipal Bond Fund Institutional Class Shares (WMBIX) | $100K - $250K | $2,501 - $5,000 | 1.8 | ||
| EuroPacific Growth Fund Class F2 Shares (AEPFX) | $15,001 - $50,000 | $201 - $1,000 | 1.9 | ||
| JPMorgan Small Cap Equity Fund Class I Shares (VSEIX) | $15,001 - $50,000 | None (or less than $201) | 1.10 | ||
| T Rowe Price Summit Municipal Income Fund (PRINX) | $15,001 - $50,000 | $201 - $1,000 | 1.11 | ||
| T Rowe Price Overseas Stock Fund (TROSX) | $15,001 - $50,000 | $201 - $1,000 | 1.12 | ||
| T Rowe Price Tax-Free Short-Intermediate Fund, Inc (PRFSX) | $15,001 - $50,000 | $201 - $1,000 | 1.13 | ||
| T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $15,001 - $50,000 | None (or less than $201) | 1.14 | ||
| Wells Fargo Special Mid Cap Value Fund Institutional Class Shares (WFMIX) | $15,001 - $50,000 | $201 - $1,000 | 1.15 | ||
| Personal Checking Account | $50,001 - $100K | None (or less than $201) | 2 | ||
| Stellar Inc. Checking Account | $100K - $250K | None (or less than $201) | 3 | ||
| Joint Checking Account | $50,001 - $100K | None (or less than $201) | With filer's father | 4 | |
| Bitcoin | $15,001 - $50,000 | None (or less than $201) | 5 |
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)
| Description | Value | Transaction | Endnote | Line No. |
|---|---|---|---|---|
| Aflac, Inc. (AFL) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
 | Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 1 |
| Accenture Plc (ACN) See Endnote | $1,001 - $15,000 | Sale, 2025-04-24
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 2 |
| Analog Devices, Inc. (ADI) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 3 |
| Apple, Inc. (AAPL) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 4 |
| Becton, Dickinson and Company (BDX) | $1,001 - $15,000 | Sale, 2025-04-23
| 5 | |
| Blackrock Inc See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 6 |
| Chubb Ltd. (CB) | $1,001 - $15,000 | Sale, 2025-04-23
| 7 | |
| Cisco Systems, Inc. (CSCO) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 8 |
| Costco Wholesale Corp. (COST) See Endnote | $15,001 - $50,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 9 |
| Comcast Corp. (CMCSA) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 10 |
| Emerson Electric Co. (EMR) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 11 |
| Cencora Inc See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 12 |
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | Sale, 2025-04-23
| 13 | |
| Lowes Companies See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 14 |
| Microsoft Corp. (MSFT) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 15 |
| Linde Plc (LIN) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 16 |
| NextEra Energy, Inc. (NEE) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 17 |
| NIKE, Inc. (NKE) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 18 |
| PepsiCo, Inc. (PEP) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 19 |
| Phillips 66 (PSX) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 20 |
| Prologis, Inc. (PLD) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 21 |
| Stryker Corp. (SYK) | $1,001 - $15,000 | Sale, 2025-04-23
| 22 | |
| Target Corp. (TGT) | $1,001 - $15,000 | Sale, 2025-04-23
| 23 | |
| UnitedHealth Group, Inc. (UNH) See Endnote | $1,001 - $15,000 | Sale, 2025-04-23
| Following the death of Filer's father, she inherited various assets. Filer promptly sold the inherited stocks. | 24 |
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.
