Steven E. Winberg
Reported Asset Values
$53M–$58M+
The data on this page comes from a financial disclosure filed by Steven E. Winberg, who was picked to be: Deputy Under Secretary for Infrastructure, Department of Energy in January, 2025. 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. |
|---|---|---|---|
| Net-Negative CO2 Baseload Power, Inc. | CEO- Part time, 6/2021 - 1/2025 | 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. |
|---|---|---|---|---|---|
| CONSOL Energy 401(k) | 1 | ||||
| Vanguard MidCap Index Fund (VMCIX) | $250K - $500K | $2,501 - $5,000 | 1.1 | ||
| Janus Henderson Enterprise Fund Class I (JMGRX) | $15,001 - $50,000 | $1,001 - $2,500 | 1.2 | ||
| Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) | $250K - $500K | $2,501 - $5,000 | 1.3 | ||
| PRIMECAP Odyssey Stock Fund (POSKX) | $15,001 - $50,000 | $1,001 - $2,500 | 1.4 | ||
| American Washington | $15,001 - $50,000 | $1,001 - $2,500 | 1.5 | ||
| Vanguard Institutional Index | $250K - $500K | None (or less than $201) | 1.6 | ||
| Principal LargeCap Growth Fund I Institutional Class Shares (PLGIX) | $15,001 - $50,000 | None (or less than $201) | 1.7 | ||
| Dominion Energy (previously Consolidated Natural Gas) Defined Benefit Plan (value not readily ascertainable) (Eligible to receive $1,800/monthly beginning April 2021) | None (or less than $201) | 2 | |||
| CONSOL Energy Inc Defined Benefit Plan (value not readily ascertainable) | $15,548 | Retirement payments. | 3 | ||
| CONSOL Energy Inc Defined Contribution Restoration Plan (cash receivable) | $15,001 - $50,000 | $1,588 | Retirement payments. | 4 | |
| Vanguard 401(k) from Battelle Memorial Institute | 5 | ||||
| Vanguard Target Retirement 2020 Fund | $1,001 - $15,000 | None (or less than $201) | 5.1 | ||
| Vanguard Target Retirement 2040 Fund | $15,001 - $50,000 | None (or less than $201) | 5.2 | ||
| Residential Rental Property, Alexandria, VA | $50M or more | $15,001 - $50,000 | Rent or Royalties | 6 | |
| Net-Negative CO2 Baseload Power, Inc. | $96,000 | earned income | 7 | ||
| Battelle Memorial Institute | $16,171 | deferred compensation (Senior Management Payment at Retirement Age) | 8 |
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. |
|---|---|---|---|
| Dominion Energy (previously Consolidated Natural Gas) | I will continue to participate in this defined benefit plan. The plan sponsor has not made further contributions after my separation. (1986-09-01) | 1 | |
| CONSOL Energy, Inc. | I will continue to participate in this defined benefit plan. The plan sponsor will not make further contributions after my separation. (2002-12-01) | 2 | |
| CONSOL Energy Inc. | I will continue to participate in the CONSOL's Defined Contribution Restoration Plan payable in equal monthly payments over 20 years. (2012-01-01) | 3 | |
| CONSOL Energy Inc. 401(k) | I will continue to participate in the CONSOL Energy, Inc. 401(k) plan. The plan sponsor has not made further contributions after my separation. (2002-12-01) | 4 | |
| Battelle Memorial Institute Senior Leadership Section 4 | Senior Management Payment at Retirement Age 65- deferred compensation . (2021-04-01) | 5 |
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. |
|---|---|---|---|---|---|
| Morgan Stanley IRA - 1837 | 1 | ||||
| American Balanced Fund Class F2 Shares (AMBFX) | $15,001 - $50,000 | $201 - $1,000 | 1.1 | ||
| American Cap Wrld Gr & Inc F2 (WGIFX) | $1,001 - $15,000 | $201 - $1,000 | 1.2 | ||
| AMERICAN EUROPACIFIC GRW F3 (AEPFX) | $1,001 - $15,000 | None (or less than $201) | 1.3 | ||
| American Funds Fundamental Investors Class F2 Shares (FINFX) | $15,001 - $50,000 | None (or less than $201) | 1.4 | ||
| American Gw Fd Of America F2 (GFFFX) | $1,001 - $15,000 | None (or less than $201) | 1.5 | ||
| American Mutual Fund Class F2 Shares (AMRFX) | $1,001 - $15,000 | None (or less than $201) | 1.6 | ||
| AMERICAN NEW PERSPECTIVE F2 (ANWFX) | $1,001 - $15,000 | None (or less than $201) | 1.7 | ||
| AMERICAN SMALL CAP WORLD F2 (SMCFX) | $1,001 - $15,000 | None (or less than $201) | 1.8 |
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. |
|---|---|---|---|---|---|
| Morgan Stanley Portfolio Management - 1754 | 1 | ||||
| First Trust Large Cap Growth A (FTC) | $50,001 - $100K | $201 - $1,000 | 1.1 | ||
| First Trust NASDAQ-100 Ex-Tech Sec (ETF) (QQXT) | $1,001 - $15,000 | None (or less than $201) | 1.2 | ||
| First Trust NASDAQ-100- Technology Ix Fd (QTEC) | $15,001 - $50,000 | None (or less than $201) | 1.3 | ||
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) | $50,001 - $100K | $201 - $1,000 | 1.4 | ||
| iShares S&P Mid Cap 400 Index (IJH) | $15,001 - $50,000 | $201 - $1,000 | 1.5 | ||
| iShares S&P SmallCap 600 Index (ETF) (IJR) | $15,001 - $50,000 | $201 - $1,000 | 1.6 | ||
| VANGUARD VALUE ETF (VTV) | $15,001 - $50,000 | $1,001 - $2,500 | 1.7 | ||
| US bank cash account- BANK DEPOSIT PROGRAM | | $1,001 - $15,000 | Interest | 1.8 | ||
| First Trust FNCL Alphadex ETF (FXO) | $1,001 - $15,000 | $201 - $1,000 | 1.9 | ||
| Oakmark Fund Institutional Class Shares (OANMX) | $50,001 - $100K | $1,001 - $2,500 | 1.10 | ||
| Morgan Stanley Traditional IRA 1428 | 2 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| American Funds The Growth Fund of America Class F-2 (GFFFX) | $50,001 - $100K | $201 - $1,000 | 2.2 | ||
| American Funds The Income Fund of America Class F-2 (AMEFX) | $15,001 - $50,000 | $1,001 - $2,500 | 2.3 | ||
| American Funds Investment Company of America Class F-2 (ICAFX) | $15,001 - $50,000 | $201 - $1,000 | 2.4 | ||
| American Funds New Perspective Fund Class F-2 (ANWFX) | $15,001 - $50,000 | $201 - $1,000 | 2.5 | ||
| American Funds New World Fund Class F-2 (NFFFX) | $15,001 - $50,000 | $201 - $1,000 | 2.6 | ||
| First Eagle Global Fund Class I (SGIIX) | $15,001 - $50,000 | $201 - $1,000 | 2.7 | ||
| Royce Premier Fund Investment Class (RYPRX) | $1,001 - $15,000 | None (or less than $201) | 2.8 | ||
| American Cap Wrld Gr & Inc F2 (WGIFX) | $15,001 - $50,000 | $201 - $1,000 | 2.9 | ||
| Morgan Stanley Portfolio Management Active Assets Account 7094 | 3 | ||||
| U.S. Brokerage Account #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 3.1 | ||
| First Trust NASDAQ-100- TECH (QTEC) | $50,001 - $100K | None (or less than $201) | 3.2 | ||
| ISHARES DOW JONES US ETF (IYY) | $15,001 - $50,000 | $201 - $1,000 | 3.3 | ||
| VANGUARD EXTENDED MKT ETF (VXF) | $15,001 - $50,000 | $201 - $1,000 | 3.4 | ||
| Vanguard Mid Cap Value ETF (VOE) | $15,001 - $50,000 | $201 - $1,000 | 3.5 | ||
| VANGUARD SM CAP GROWTH ETF (VBK) | $50,001 - $100K | $201 - $1,000 | 3.6 | ||
| Vanguard Small Cap ETF (VB) | $50,001 - $100K | $201 - $1,000 | 3.7 | ||
| First Trust Consumer Discretionary AlphaDEX Fund (FXD) | $1,001 - $15,000 | None (or less than $201) | 3.8 | ||
| First Trust DJ Internet IDX (FDN) | $15,001 - $50,000 | None (or less than $201) | 3.9 | ||
| First Trust NASDAQ-100 Technology Sector Index Fund (QTEC) | $50,001 - $100K | None (or less than $201) | 3.10 | ||
| Parametric Custom Core S&P UMW-1798 | $250K - $500K | $2,501 - $5,000 | Capital Gains Dividends Interest | Parametric Custom Core S&P 500 is made up of 150 stocks ranging in value between $152 - $44,000/stock. There are no utilities or energy producers in the portfolio. I do not make any purchase or sale decisions. | 4 |
| Morgan Stanley AAA 6265 | 5 | ||||
| ISHARES CORE S&P US GROWTH ETF (IUSG) | $15,001 - $50,000 | None (or less than $201) | 5.1 | ||
| US bank cash account -BANK DEPOSIT PROGRAM | $50,001 - $100K | None (or less than $201) | 5.2 | ||
| US bank cash account- CD | $15,001 - $50,000 | $201 - $1,000 | Interest | 5.3 | |
| LNL-Legacy III Plus | None (or less than $1,001) | None (or less than $201) | 5.4 | ||
| AM FUND GROWTH | $100K - $250K | None (or less than $201) | 5.4.1 | ||
| AM FUND INTERNATIONAL | $1,001 - $15,000 | None (or less than $201) | 5.4.2 | ||
| AF ASSET ALLOCATION | $50,001 - $100K | None (or less than $201) | 5.4.3 | ||
| AM FUND GLOBAL GROWTH | $15,001 - $50,000 | None (or less than $201) | 5.4.4 | ||
| Morgan Stanley Portfolio Management 1799 | 6 | ||||
| IShares Dow Jones US ETF (IYY) | $15,001 - $50,000 | $201 - $1,000 | 6.1 | ||
| AMERICAN AMCAP F2 (AMCFX) | $15,001 - $50,000 | $201 - $1,000 | 6.2 | ||
| AMERICAN EUROPACIFIC GRW F2 (AEPFX) | $15,001 - $50,000 | $201 - $1,000 | 6.3 | ||
| AMERICAN MUTUAL F2 (AMRFX) | $15,001 - $50,000 | $1,001 - $2,500 | 6.4 | ||
| SPDR S&P 500 ETF TRUST (SPY) | $50,001 - $100K | $1,001 - $2,500 | 6.5 | ||
| Morgan Stanley Portfolio Management 1886 | 7 | ||||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 7.1 | ||
| IShares Dow Jones US ETF (IYY) | $15,001 - $50,000 | $201 - $1,000 | 7.2 | ||
| SPDR S&P 500 ETF TRUST (SPY) | $15,001 - $50,000 | $201 - $1,000 | 7.3 | ||
| Morgan Stanley IRA 9964 | 8 | ||||
| U.S. bank account #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 8.1 | ||
| AMERICAN NEW PERSPECTIVE F2 (ANWFX) | $50,001 - $100K | $201 - $1,000 | 8.2 | ||
| AMERICAN SMALL CAP WORLD F2 (SMCFX) | $1,001 - $15,000 | $201 - $1,000 | 8.3 | ||
| American Cap Wrld Gr & Inc F2 (WGIFX) | $15,001 - $50,000 | $201 - $1,000 | 8.4 | ||
| American Europacific FRW F2 (AEPFX) | $1,001 - $15,000 | $201 - $1,000 | 8.5 | ||
| American Fundamental Inv F2 (FINFX) | $15,001 - $50,000 | $201 - $1,000 | 8.6 | ||
| American Gw Fd Of America F2 (GFFFX) | $15,001 - $50,000 | $201 - $1,000 | 8.7 | ||
| Wells Fargo Advisors | 9 | ||||
| Jackson National Life Insurance CO. | $100K - $250K | $7,739 | Gross Distribution | 9.1 | |
| Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | 9.2 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 9.3 | ||
| Analog Devices, Inc. (ADI) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 9.4 | |
| Paychex, Inc. (PAYX) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 9.5 | |
| Aflac, Inc. (AFL) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.6 | |
| Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | 9.7 | ||
| Linde PLC (LIN) | $1,001 - $15,000 | None (or less than $201) | 9.8 | ||
| Chubb Ltd. (CB) | $1,001 - $15,000 | None (or less than $201) | 9.9 | ||
| Amgen Inc. (AMGN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.10 | |
| BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | 9.11 | ||
| Air Products and Chemicals, Inc. (APD) | $1,001 - $15,000 | None (or less than $201) | 9.12 | ||
| General Dynamics Corp. (GD) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.13 | |
| Emerson Electric Co. (EMR) | $1,001 - $15,000 | None (or less than $201) | 9.14 | ||
| Novartis AG Common Stock (NVS) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.15 | |
| Illinois Tool Works, Inc. (ITW) | $1,001 - $15,000 | None (or less than $201) | 9.16 | ||
| Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) | 9.17 | ||
| PROCTER & GAMBLE (PG) | $1,001 - $15,000 | None (or less than $201) | 9.18 | ||
| CLOROX CO (CLX) | $1,001 - $15,000 | None (or less than $201) | 9.19 | ||
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | 9.20 | ||
| Verizon Communications, Inc. (VZ) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.21 | |
| Ventas, Inc. (VTR) | $1,001 - $15,000 | None (or less than $201) | 9.22 | ||
| Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | 9.23 | ||
| LOWES COMPANIES INC (low) | $1,001 - $15,000 | None (or less than $201) | 9.24 | ||
| International Business Machines Corp. (IBM) | $1,001 - $15,000 | None (or less than $201) | 9.25 | ||
| QUALCOMM, Inc. (QCOM) | $1,001 - $15,000 | None (or less than $201) | 9.26 | ||
| TIAWAN SEMICONDUCTOR (TSM) | $1,001 - $15,000 | None (or less than $201) | 9.27 | ||
| McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) | 9.28 | ||
| ABBOTT LABORATORIES (ABT) | $1,001 - $15,000 | None (or less than $201) | 9.29 | ||
| Zoetis, Inc. (ZTS) | $1,001 - $15,000 | None (or less than $201) | 9.30 | ||
| Costco Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) | 9.31 | ||
| Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) | 9.32 | ||
| McCormick & Co., Inc. (MKC) | $1,001 - $15,000 | None (or less than $201) | 9.33 | ||
| Mondelez International, Inc. (MDLZ) | $1,001 - $15,000 | None (or less than $201) | 9.34 | ||
| Invesco QQQ TR ETF (QQQ) | $15,001 - $50,000 | None (or less than $201) | 9.35 | ||
| Global X NASDAQ 100 Covered Call ETF (QYLD) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 9.36 | |
| Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 9.37 | |
| Global X S&P 500 Covered Call ETF Global X S&P 500 Covered Call ETF (XYLD) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 9.38 | |
| Financial Select Sector SPDR Fund (XLF) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.39 | |
| Vanguard Health Care Index Fund ETF Class Shares (VHT) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 9.40 | |
| SPDR Dow Jones INDL ETF (DIA) | $1,001 - $15,000 | None (or less than $201) | 9.41 | ||
| ISHARES N AMERN TECH ETF (IGM) | $1,001 - $15,000 | None (or less than $201) | 9.42 | ||
| VanEck Vectors Semiconductor ETF (SMH) | $1,001 - $15,000 | None (or less than $201) | 9.43 | ||
| First Trust NASDAQ Cybersecurity ETF (CIBR) | $1,001 - $15,000 | None (or less than $201) | 9.44 | ||
| Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT) | $1,001 - $15,000 | None (or less than $201) | 9.45 | ||
| Fidelity MSCI Financials Index ETF (FNCL) | $1,001 - $15,000 | None (or less than $201) | 9.46 | ||
| O'Shares FTSE Russell Small Cap Quality Dividend ETF (OUSM) | $1,001 - $15,000 | None (or less than $201) | 9.47 | ||
| Health Care Select Sector SPDR Fund (XLV) | $1,001 - $15,000 | None (or less than $201) | 9.48 | ||
| CASH ACCOUNT | $1,001 - $15,000 | None (or less than $201) | 9.49 | ||
| PNC Bank | $1,001 - $15,000 | None (or less than $201) | 10 | ||
| Portfolio Management 1894 | 11 | ||||
| Portfolio Management cash account | $1,001 - $15,000 | None (or less than $201) | 11.1 | ||
| IShares Dow Jones US ETF (IYY) | $50,001 - $100K | $201 - $1,000 | 11.2 | ||
| SPDR S&P 500 ETF TRUST (SPY) | $50,001 - $100K | $201 - $1,000 | 11.3 | ||
| Select UMA IRA 3100 | 12 | ||||
| ABBOTT LABORATORIES (ABT) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 12.1 | |
| Accenture plc (ACN) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 12.2 | |
| Adobe, Inc. (ADBE) | $15,001 - $50,000 | None (or less than $201) | 12.3 | ||
| Airbnb Inc. Class A Common Stock (ABNB) | $1,001 - $15,000 | None (or less than $201) | 12.4 | ||
| Alphabet, Inc. (GOOG) | $15,001 - $50,000 | None (or less than $201) | 12.5 | ||
| Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | 12.6 | ||
| AON PLC (AON) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 12.7 | |
| Automatic Data Processing, Inc. (ADP) | $1,001 - $15,000 | None (or less than $201) | 12.8 | ||
| CoStar Group, Inc. (CSGP) | $1,001 - $15,000 | None (or less than $201) | 12.9 | ||
| Globant S.A. Common Shares (GLOB) | $1,001 - $15,000 | None (or less than $201) | 12.10 | ||
| ICON plc Ordinary Shares (ICLR) | $1,001 - $15,000 | None (or less than $201) | 12.11 | ||
| L OREAL CO ADR (LRLCY) | $1,001 - $15,000 | None (or less than $201) | 12.12 | ||
| Mastercard, Inc. (MA) | $15,001 - $50,000 | None (or less than $201) | 12.13 | ||
| Microsoft Corp. (MSFT) | $15,001 - $50,000 | None (or less than $201) | 12.14 | ||
| MSCI, Inc. (MSCI) | $15,001 - $50,000 | $201 - $1,000 | Dividends | 12.15 | |
| Novo Nordisk A/S Common Stock (NVO) | $1,001 - $15,000 | None (or less than $201) | 12.16 | ||
| Oracle Corp. (ORCL) | $1,001 - $15,000 | None (or less than $201) | 12.17 | ||
| Paycom Software, Inc. (PAYC) | $15,001 - $50,000 | None (or less than $201) | 12.18 | ||
| Sage Group PLC-Unspon ADR (SGPYY) | $1,001 - $15,000 | None (or less than $201) | 12.19 | ||
| SAP AG (SAP) | $15,001 - $50,000 | None (or less than $201) | 12.20 | ||
| ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | 12.21 | ||
| Shopify Inc. Class A Subordinate Voting Shares (SHOP) | $15,001 - $50,000 | None (or less than $201) | 12.22 | ||
| Siemens Healthineers AG ADR (SMMNY) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 12.23 | |
| Thermo Fisher Scientific, Inc. (TMO) | $1,001 - $15,000 | None (or less than $201) | 12.24 | ||
| Visa, Inc. (V) | $15,001 - $50,000 | None (or less than $201) | 12.25 | ||
| Workday, Inc. (WDAY) | $15,001 - $50,000 | None (or less than $201) | 12.26 | ||
| Zoetis, Inc. (ZTS) | $1,001 - $15,000 | None (or less than $201) | 12.27 | ||
| BANK DEPOSIT PROGRAM | $1,001 - $15,000 | None (or less than $201) | 12.28 | ||
| Portfolio Management IRA 3099 | 13 | ||||
| Schwab US Large-Cap Growth ETF (SCHG) | $15,001 - $50,000 | None (or less than $201) | 13.1 | ||
| SPDR Portfolio S&P 500 Value ETF (SPYV) | $15,001 - $50,000 | $201 - $1,000 | 13.2 | ||
| Vanguard Midcap Growth ETF (VOT) | $1,001 - $15,000 | None (or less than $201) | 13.3 | ||
| Vanguard TTL STK MKT ETF (VTI) | $15,001 - $50,000 | $201 - $1,000 | 13.4 | ||
| Victoryshares Free Cash Flow (VFLO) | $1,001 - $15,000 | None (or less than $201) | 13.5 | ||
| US bank- cash account- Bank Deposit Program | $1,001 - $15,000 | None (or less than $201) | 13.6 | ||
| Pacer US SML CAP Cash Cows ETF (CALF) | $1,001 - $15,000 | None (or less than $201) | 13.7 | ||
| iShares Short Treasury Bond ETF (SHV) | $15,001 - $50,000 | $1,001 - $2,500 | Dividends | 13.8 | |
| 529-3048 VCSP/COLLEGEAMERICA | 14 | ||||
| Growth Fund of America Class 529-A Shares (CGFAX) | $1,001 - $15,000 | None (or less than $201) | 14.1 | ||
| Washington Mutual Investors Fund Class 529- A Shares (CWMAX) | $1,001 - $15,000 | None (or less than $201) | 14.2 |
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.
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Read ProPublica reporting on the disclosure documents.
