Michael Waltz
The data on this page comes from a financial disclosure filed by Michael Waltz, who was picked to be: U.S. Representative to the United Nations, with rank of Ambassador, and U.S. Representative in the Security Council of the United Nations, 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. |
|---|---|---|---|---|---|
| Roth IRA | 1 | ||||
| U.S. retirement account (cash) | $1,001 - $15,000 | None (or less than $201) | 1.1 | ||
| T Rowe Price Institutional Floating Rate Fund (RPIFX) | $50,001 - $100K | None (or less than $201) | 1.2 | ||
| Sep IRA | 2 | ||||
| U.S. retirement account (cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Variant Alternative Income Fund (NICHX) | $50,001 - $100K | None (or less than $201) | 2.2 | ||
| Cliffwater Corporate Lending Fund (CCLFX) | $100K - $250K | None (or less than $201) | 2.3 | ||
| IRA | 3 | ||||
| Cliffwater Corporate Lending Fund (CCLFX) | $50,001 - $100K | None (or less than $201) | 3.1 | ||
| U.S. retirement account (cash) | $1,001 - $15,000 | None (or less than $201) | 3.2 | ||
| Variant Alternative Income Fund (NICHX) | $100K - $250K | None (or less than $201) | 3.3 | ||
| Nuveen Preferred Securities and Income Fund Class I Shares (NPSRX) | $100K - $250K | None (or less than $201) | 3.4 | ||
| "Warrior Diplomat," Potomac Books (value not readily ascertainable) | $1,001 - $2,500 | Rent or Royalties | 4 | ||
| "Dawn of the Brave," Brave Books, LLC (value not readily ascertainable) | $2,501 - $5,000 | Rent or Royalties | 5 | ||
| "Hard Truths," St. Martin's Press (value not readily ascertainable) | None (or less than $201) | 6 |
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. |
|---|---|---|---|
| Warrior Diplomat, LLC | The firm will remain dormant during my federal service. (2025-01-01) | 1 |
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)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| TC Energy | salary | 1 | |||
| Transcanada USA, 401k plan | 2 | ||||
| Vanguard Institutional Target Retirement 2040 Fund Institutional Class Shares (VIRSX) | $100K - $250K | None (or less than $201) | 2.1 | ||
| Ghyabi Management and Consulting, Florida | fees | 3 | |||
| TC Energy (TRP), ESPP account | $50,001 - $100K | None (or less than $201) | 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. |
|---|---|---|---|---|---|
| ITE Rail Fund, L.P. | $250K - $500K | $15,001 - $50,000 | 1 | ||
| boodle, Inc. (AI provider for higher education) | $50,001 - $100K | None (or less than $201) | 2 | ||
| Revocable Living Trust #1 | 3 | ||||
| U.S. brokerage account (Cash) | $50,001 - $100K | $1,001 - $2,500 | Interest | 3.1 | |
| Revocable Living Trust #2 | 4 | ||||
| Nuveen Preferred Securities and Income Fund Class I Shares (NPSRX) | $250K - $500K | $1,001 - $2,500 | 4.1 | ||
| Variant Alternative Income Fund (NICHX) | $500K - $1M | $15,001 - $50,000 | 4.2 | ||
| Versus Capital Real Estate Fund (VCMIX) | $15,001 - $50,000 | None (or less than $201) | 4.3 | ||
| Cliffwater Corporate Lending Fund (CCLFX) | $250K - $500K | $15,001 - $50,000 | 4.4 | ||
| Nuveen All-American Municipal Bond Fund Class I Shares (FAARX) | $100K - $250K | $1,001 - $2,500 | 4.5 | ||
| U.S. brokerage account (Cash) | $15,001 - $50,000 | $5,001 - $15,000 | Interest | 4.6 | |
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | $250K - $500K | $5,001 - $15,000 | 4.7 | ||
| Ishares Russell 1000 Growth ETF (IWF) | $250K - $500K | $1,001 - $2,500 | 4.8 | ||
| iShares Edge MSCI USA Quality Factor ETF (QUAL) | $500K - $1M | $5,001 - $15,000 | 4.9 | ||
| SPDR S&P 500 ETF TRUST (SPY) | $1M - $5M | $5,001 - $15,000 | 4.10 | ||
| Schwab US Large-Cap Value ETF (SCHV) | $250K - $500K | $5,001 - $15,000 | 4.11 | ||
| Fidelity Wise Origin Bitcoin Fund (FBTC) | $100K - $250K | None (or less than $201) | 4.12 | ||
| Harbor Small Cap Value Fund Institutional Class Shares (HASCX) | None (or less than $1,001) | $201 - $1,000 | 4.13 | ||
| iShares National Muni Bond ETF (MUB) | None (or less than $1,001) | $15,001 - $50,000 | 4.14 | ||
| SPDR S&P 500 ETF Trust (SPY), closed position for written put option | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 4.15 | |
| SPDR S&P 500 ETF Trust (SPY), closed position for written put option | None (or less than $1,001) | $5,001 - $15,000 | Capital Gains | 4.16 | |
| SPDR S&P 500 ETF Trust (SPY), closed position for written put option | None (or less than $1,001) | $15,001 - $50,000 | Capital Gains | 4.17 | |
| SPDR S&P 500 ETF Trust (SPY), closed position for written put option | None (or less than $1,001) | $1,001 - $2,500 | Capital Gains | 4.18 | |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | $500K - $1M | $2,501 - $5,000 | 4.19 | ||
| brokerage account #1 | 5 | ||||
| Cresset Diversified QOZ Fund II LP | $250K - $500K | None (or less than $201) | 5.1 | ||
| Starwood Real Estate Investment Trust Class I | $100K - $250K | $15,001 - $50,000 | 5.2 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | $5,001 - $15,000 | Interest | 5.3 | |
| Nuveen Preferred Securities and Income Fund Class I Shares (NPSRX) | None (or less than $1,001) | $2,501 - $5,000 | 5.4 | ||
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) | None (or less than $1,001) | $1,001 - $2,500 | 6 | ||
| BITCOIN (held in cold wallet) | $100K - $250K | None (or less than $201) | 7 | ||
| Hamlin Income Fund, LP | None (or less than $1,001) | $15,001 - $50,000 | 8 | ||
| brokerage account #2 | 9 | ||||
| U.S. brokerage account (Cash) | $15,001 - $50,000 | $201 - $1,000 | Interest | 9.1 | |
| Virginia Invest529 Plan #1 | 10 | ||||
| 2024 Portfolio | $1,001 - $15,000 | None (or less than $201) | 10.1 | ||
| Virginia Invest529 Plan #2 | $39,740 | cash distributions | 11 | ||
| 2021 Portfolio | $50,001 - $100K | None (or less than $201) | 11.1 |
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)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| Fidelity Investments | type: Margin Loan, amount: $1,000,001 - $5,000,000, year-incurred: 2022, rate: 5.20%, term: On-demand | 1 | |
| NelNet | type: Student Loan, amount: $15,001 - $50,000, year-incurred: 1998, rate: 3.75%, term: 30 years | 2 | |
| SOFI | type: Personal Loan, amount: $15,001 - $50,000, year-incurred: 2022, rate: 10%, term: 4 years | 3 | |
| Planet Home Lending | type: Mortgage on Personal Residence, amount: $500,001 - $1,000,000, year-incurred: 2020, rate: 2.25%, term: 30 years | 4 |
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.
