Eric M. Ueland

Reported Asset Values
$1.6M–$4M+

The data on this page comes from a financial disclosure filed by Eric M. Ueland, who was picked to be: Deputy Director for Management, Office of Management and Budget. 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)

OrganizationPosition heldEndnoteLine No.
Ueland Consulting LLCPresident/CEO, 3/2021 - PresentUeland Consulting LLC is dormant, and no consultancy business will be conducted during the pendency of my employment by the Federal government.1
TRUMP VANCE 2025 TRANSITION, INC.Volunteer, 11/2024 - 1/20252
THE HERITAGE FOUNDATIONVisiting Fellow, 3/2023 - 12/20243
Center for Constitutional Liberty, Benedictine CollegeAdvisory Board member, 7/2022 - 1/20254
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.
Ueland Consulting LLC (Consultancy.)$250K - $500K$570KConsulting FeesThis LLC has been dormant since the end of December 2024 and will remain dormant throughout the filer's Federal service.1
THE HERITAGE FOUNDATION$55,000Fellowship income to Ueland Consulting LLC1.1
IRA #12
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)$50,001 - $100KNone (or less than $201)2.1
Vanguard 500 Index Fund ETF Shares (VOO)$50,001 - $100KNone (or less than $201)2.2
IRA #23
FedFund Premier Shares (BUPXX)None (or less than $1,001)None (or less than $201)3.1
Invesco Emerging Markets Sovereign Debt ETF (PCY)None (or less than $1,001)None (or less than $201)3.2
iShares Core MSCIEmerging Markets ETF (IEMG)$15,001 - $50,000None (or less than $201)3.3
ISHARES CORE MSCI EAFE ETF (IEFA)$15,001 - $50,000None (or less than $201)3.4
Schwab Short-Term US Treasury ETF (SCHO)$1,001 - $15,000None (or less than $201)3.5
Vanguard Growth Index Fund ETF Class Shares (VUG)$15,001 - $50,000None (or less than $201)3.6
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)$1,001 - $15,000None (or less than $201)3.7
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)$1,001 - $15,000None (or less than $201)3.8
Vanguard Value Index Fund ETF Shares (VTV)$50,001 - $100KNone (or less than $201)3.9
Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX)$1,001 - $15,000None (or less than $201)3.10
Lord Abbett Floating Rate Fund Class I Shares (LFRIX)$1,001 - $15,000None (or less than $201)3.11
Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX)$15,001 - $50,000None (or less than $201)3.12
Nuveen Strategic Income Fund Class I Shares (FCBYX)$15,001 - $50,000None (or less than $201)3.13
PIMCO Income Fund Class I-2 Shares (PONPX)$15,001 - $50,000None (or less than $201)3.14
IRA #34
FedFund Premier Shares (BUPXX)$1,001 - $15,000None (or less than $201)4.1
Invesco Emerging Markets Sovereign Debt ETF (PCY)$1,001 - $15,000None (or less than $201)4.2
iShares Core MSCIEmerging Markets ETF (IEMG)$50,001 - $100KNone (or less than $201)4.3
ISHARES CORE MSCI EAFE ETF (IEFA)$100K - $250KNone (or less than $201)4.4
Schwab Short-Term US Treasury ETF (SCHO)$50,001 - $100KNone (or less than $201)4.5
Vanguard Growth Index Fund ETF Class Shares (VUG)$100K - $250KNone (or less than $201)4.6
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)$15,001 - $50,000None (or less than $201)4.7
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)$15,001 - $50,000None (or less than $201)4.8
Vanguard Value Index Fund ETF Shares (VTV)$250K - $500KNone (or less than $201)4.9
Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX)$15,001 - $50,000None (or less than $201)4.10
Lord Abbett Floating Rate Fund Class I Shares (LFRIX)$15,001 - $50,000None (or less than $201)4.11
Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX)$100K - $250KNone (or less than $201)4.12
Nuveen Strategic Income Fund Class I Shares (FCBYX)$100K - $250KNone (or less than $201)4.13
PIMCO Income Fund Class I-2 Shares (PONPX)$100K - $250KNone (or less than $201)4.14
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.
Ueland Consulting LLCMy consulting business is dormant and will be inactive during my appointment. There have been no client fees received since before I entered government service, and none will be accepted during my service. There are no outstanding client fees. (2021-03-01)1
Compensation

Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)

OrganizationDescriptionEndnoteLine No.
American Hospital AssociationConsultant, Ueland Consulting LLC1
APTSConsultant, Ueland Consulting LLC2
Humana HealthConsultant, Ueland Consulting LLC3
Commonwealth FundConsultant, Ueland Consulting LLC4
Heritage FoundationConsultant, Ueland Consulting LLC5
AMERICA FIRST POLICY INSTITUTEConsultant, Ueland Consulting LLC6
Ueland Consulting LLCConsulting business.7
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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Diocese of Arlingtonsalary1
IRA #12
FedFund Premier Shares (BUPXX)None (or less than $1,001)None (or less than $201)2.1
Invesco Emerging Markets Sovereign Debt ETF (PCY)None (or less than $1,001)None (or less than $201)2.2
iShares Core MSCIEmerging Markets ETF (IEMG)$1,001 - $15,000None (or less than $201)2.3
ISHARES CORE MSCI EAFE ETF (IEFA)$1,001 - $15,000None (or less than $201)2.4
Schwab Short-Term US Treasury ETF (SCHO)$1,001 - $15,000None (or less than $201)2.5
Vanguard Growth Index Fund ETF Class Shares (VUG)$1,001 - $15,000None (or less than $201)2.6
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)$1,001 - $15,000None (or less than $201)2.7
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)$1,001 - $15,000None (or less than $201)2.8
Vanguard Value Index Fund ETF Shares (VTV)$1,001 - $15,000None (or less than $201)2.9
Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares (CPXIX)$1,001 - $15,000None (or less than $201)2.10
Lord Abbett Floating Rate Fund Class I Shares (LFRIX)$1,001 - $15,000None (or less than $201)2.11
Neuberger Berman Strategic Income Fund Institutional Class Shares (NSTLX)$1,001 - $15,000None (or less than $201)2.12
Nuveen Strategic Income Fund Class I Shares (FCBYX)$1,001 - $15,000None (or less than $201)2.13
PIMCO Income Fund Class I-2 Shares (PONPX)$1,001 - $15,000None (or less than $201)2.14
Catholic Diocese of Arlington, defined benefit plan (value not readily ascertainable)None (or less than $201)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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
FedFund Premier Shares (BUPXX)$1,001 - $15,000None (or less than $201)1
BlackRock Equity Dividend Fund Institutional Shares (MADVX)$1,001 - $15,000$201 - $1,0002
Causeway International Value Fund Institutional Class Shares (CIVIX)$1,001 - $15,000None (or less than $201)3
Edgewood Growth Fund Institutional Class Shares (EGFIX)$1,001 - $15,000None (or less than $201)4
Fidelity Advisor Municipal Income Fund Class I Shares (FROGX)$15,001 - $50,000$201 - $1,0005
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)$1,001 - $15,000None (or less than $201)6
Ishares Russell 1000 Growth ETF (IWF)$15,001 - $50,000None (or less than $201)7
ISHARES RUSSELL 1000 VALUE ETF (IWD)$15,001 - $50,000$201 - $1,0008
iShares Core MSCIEmerging Markets ETF (IEMG)$1,001 - $15,000$201 - $1,0009
iShares Core MSCI International Developed Markets ETF (IDEV)$1,001 - $15,000$201 - $1,00010
Delaware Small Cap Core Fund Institutional Class Shares (DCCIX)$1,001 - $15,000None (or less than $201)11
MFS Municipal Income Fund Class I Shares (MIMIX)$15,001 - $50,000$1,001 - $2,50012
MFS Value Fund Class I Shares (MEIIX)$1,001 - $15,000None (or less than $201)13
SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM)$15,001 - $50,000$201 - $1,00014
VanEck Vectors High-Yield Municipal Index ETF (HYD)$1,001 - $15,000None (or less than $201)15
Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG)$1,001 - $15,000None (or less than $201)16
Vanguard Total International Bond Index Fund ETF Shares (BNDX)$1,001 - $15,000None (or less than $201)17
Franklin Income Fund Class A1 Shares (FKINX)$100K - $250K$5,001 - $15,00018
Invesco QQQ Trust, Series 1 (QQQ)$15,001 - $50,000None (or less than $201)19
ISHARES RUSSELL 1000 VALUE ETF (IWD)$15,001 - $50,000$201 - $1,00020
U.S. Bank #1 (Cash)$100K - $250K$5,001 - $15,000Interest21
FedFund Institutional Shares (TFDXX)$500K - $1M$15,001 - $50,00022
U.S. Bank #2 (Cash)$15,001 - $50,000$201 - $1,000Interest23
U.S. Bank #3 (Cash)$100K - $250KNone (or less than $201)Interest24
U.S. Bank #4 (Cash)$100K - $250K$1,001 - $2,500Interest25
Knights of Columbus Whole Life Insurance$15,001 - $50,000$201 - $1,000Dividends26
Knights of Columbus Whole Life Insurance$15,001 - $50,000$201 - $1,000Dividends27
Lincoln Financial, variable annuity28
American Funds Insurance Series - Asset Allocation Fund$100K - $250K$1,001 - $2,50028.1
American Funds Capital Income Bldr R6$100K - $250K$1,001 - $2,50028.2
LVIP Government Money Market Fund$100K - $250K$2,501 - $5,00028.3
iShares Broad USD High Yield Corporate Bond ETF (USHY)$1,001 - $15,000None (or less than $201)29
529 plan #1 - Virginia (College America) College Savings Plan30
American Balanced Fund Class 529-A Shares (CLBAX)$1,001 - $15,000None (or less than $201)30.1
529 plan #2 - Virginia (College America) College Savings Plan31
American Balanced Fund Class 529-A Shares (CLBAX)$15,001 - $50,000None (or less than $201)31.1
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)

CreditorDescriptionEndnoteLine No.
Chain Bridge Banktype: Mortgage on Personal Residence, amount: $250,001 - $500,000, year-incurred: 2021, rate: 2.83 percent, term: 15 years1

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