This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Alex Azar
Health and Human Services (joined: Jan. 24, 2018)
Secretary of Health and Human Services | Financial Disclosure »
Bio, via Department of Health and Human Services:
Alex M. Azar II was sworn in as the Secretary of Health and Human Services on Jan. 29, 2018. Azar has spent his career working in both the public and private sectors, as an attorney and in senior leadership roles focused on advancing healthcare reform, research and innovation. From 2001 to 2007, Azar served at the U.S. Department of Health and Human Services – first as its General Counsel (2001–2005) and then as Deputy Secretary. During his time as Deputy Secretary, Azar was involved in improving the department’s operations; advancing its emergency preparedness and response capabilities as well as its global health affairs activities; and helping oversee the rollout of the Medicare Part D prescription drug program. In 2007, Azar rejoined the private sector as senior vice president for corporate affairs and communications at Eli Lilly and Co. From 2012 to 2017, he served as president of Lilly USA LLC, the company’s largest affiliate. Azar clerked for U.S. Supreme Court Justice Antonin Scalia prior to practicing law for several years. Azar graduated summa cum laude with a bachelor’s degree in economics and government from Dartmouth College and earned his law degree from Yale University. For the past 10 years, Azar has lived in Indiana with his wife and their two children.
Former Positions Outside Government
- Alex M. Azar II Trust Trustee (This trust has not been funded and holds no assets.)
- American Council on Germany Member, Board of Directors
- Biotechnology Innovation Organization Member, Board of Directors; Member, Executive Committee; Co- Chair of Board Standing Committee on Reimbursement
- HMS Holdings, Inc. Member, Board of Directors
- Healthcare Leadership Council Member, Board of Trustees and Executive Committee, Treasurer
- Indianapolis Symphony Society Member, Board of Directors
- Lilly USA, LLC President
- Seraphim Strategies, LLC Chairman and Founder
Former Compensation Sources
- HMS Holdings, Inc. Member, Board of Directors
- Lilly USA, LLC President of U.S. affiliate of biopharmaceutical company Eli Lilly and Company
- MedImpact Through World Wide Speakers Group, retained Seraphim Strategies, LLC, for me to moderate a debate.
- National Association of Specialty Pharmacy Through World Wide Speakers Group, retained Seraphim Strategies, LLC, for me to deliver a speech.
- National Pharmaceutical Council Retained Seraphim Strategies, LLC, for my consulting activities.
- Seraphim Strategies, LLC Chairman and Founder
- UCB, Inc. Retained Seraphim Strategies, LLC, for my consulting activities.
- Veeva Systems Through World Wide Speakers Group, retained Seraphim Strategies, LLC, for me to deliver a speech.
Employment Assets
| Description | Value | Income |
|---|---|---|
| IRA Roth | ||
| IShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) |
| IShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) |
| American Funds Growth Fund of Amer F-1 (GFAFX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Columbia Contrarian Core (SMGSZ) | $100,001 - $250,000 | $1,001 - $2,500 |
| Columbia Acorn Z (ACRNX) | $15,001 - $50,000 | $5,001 - $15,000 |
| Keeley Small Cap Value A (KSCVX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Dodge & Cox International Stock (DODFX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Goldman Sachs Strategic Income Instl (GSZIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Columbia Value and Restructuring (UMBIX) | None (or less than $1,001) | $5,001 - $15,000 |
| IRA Rollover | ||
| iShares Core S&P Mid-Cap ETF (IJH) | $100,001 - $250,000 | $2,501 - $5,000 |
| iShares Core S&P Small-Cap ETF (IJR) | $250,001 - $500,000 | $2,501 - $5,000 |
| iShares S&P 500 Value (IVE) | $15,001 - $50,000 | $201 - $1,000 |
| Schwab Government money market SWGXX | $1,001 - $15,000 | None (or less than $201) |
| Eli Lilly & Co. 401(k) | ||
| Stable Value Fund | None (or less than $1,001) | $5,001 - $15,000 |
| US All Cap Equity - Active | None (or less than $1,001) | $2,501 - $5,000 |
| US All Cap Equity - Index | None (or less than $1,001) | $201 - $1,000 |
| International Equity - Active | None (or less than $1,001) | $1,001 - $2,500 |
| Lilly Excess Savings Plan | ||
| Stable Income - Active | None (or less than $1,001) | $5,001 - $15,000 |
| US All Cap Equity - Active | None (or less than $1,001) | $5,001 - $15,000 |
| US All Cap Equity - Index | None (or less than $1,001) | $1,001 - $2,500 |
| International Equity - Active | None (or less than $1,001) | $5,001 - $15,000 |
| Seraphim Strategies, LLC | $15,001 - $50,000 | None (or less than $201) |
| Med Impact (booked through World Wide Speaker's Group) - 03/10/2017 | $12,000 | |
| Veeva Systems (booked through World Wide Speaker's Group) - 5/8/17 | $12,000 | |
| National Association of Specialty Pharmacy (booked through World Wide Speaker's Group) - 9/9/17 | $20,000 | |
| Center for Corporate Innovation, Inc. - 3/2/17 | $2,500 | |
| Lilly USA, LLC | $1,600,000 | |
| Lilly USA, LLC | $1,996,817 | |
| Lilly USA, LLC | $16,199 | |
| Lilly USA, LLC | $5,479 | |
| Lilly USA, LLC | $28,352 | |
| Lilly USA, LLC | $705,073 | |
| Eli Lilly & Co (LLY) | None (or less than $1,001) | $100,001 - $1,000,000 |
| Lilly USA, LLC | $1,600 | |
| Eli Lilly and Company Defined Benefit Plan (Nonqualified) | $500,001 - $1,000,000 | None (or less than $201) |
| Eli Lilly and Company Defined Benefit Plan (Qualified) (value not readily ascertainable): eligible for benefits at ages 55 and 65; estimated benefit for age 55 with 75% annuity for spouse is $64,577/year | None (or less than $201) | |
| HMS Holdings Inc. Deferred Compensation Plan | ||
| HMS Holdings, Inc., stock options (vested) (7057 options) | $15,001 - $50,000 | None (or less than $201) |
| HMS Holdings, Inc. stock options (unvested until 5/23/2018) (6743 options) (value not ascertainable) | None (or less than $201) | |
| HMS Holdings, Inc. restricted stock units (vested) (10,291 units) | $100,001 - $250,000 | None (or less than $201) |
| HMS Holdings, Inc. restricted stock units (unvested until 5/23/2018) (6,743 units) | $100,001 - $250,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Brokerage Account #1 | ||
| Schwab Municipal Money Fund (SWXXX) | $50,001 - $100,000 | $201 - $1,000 |
| iShares Core S&P 500 ETF (IVV) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| iShares Core S&P Mid-Cap ETF (IJH) | $100,001 - $250,000 | $15,001 - $50,000 |
| iShares Core S&P Small-Cap ETF (IJR) | $250,001 - $500,000 | $5,001 - $15,000 |
| iShares S&P 500 Value (IVE) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| iShares Core MSCI EAFE (IEFA) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| iShares Core MSCI Pacific (IPAC) | $100,001 - $250,000 | $5,001 - $15,000 |
| iShares Currency Hedged MSCI EAFE (HEFA) | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard FTSE Emerging Markets ETF (VWO) | $250,001 - $500,000 | $15,001 - $50,000 |
| Loomis Sayles Bond Retail (LSBRX) | $1,001 - $15,000 | None (or less than $201) |
| iShares S&P 500 Growth (IVW) | $500,001 - $1,000,000 | $5,001 - $15,000 |
| CHET 529 Plan (FBO Minor Child #1) | ||
| Moderate Managed Allocation 17 Years | $250,001 - $500,000 | None (or less than $201) |
| CHET 529 Plan (FBO Minor Child #2) | ||
| High Equity Balanced Option | $100,001 - $250,000 | None (or less than $201) |
| IN College Choice 529 Plan (FBO Minor Child #1) | ||
| US Equity Index Portfolio | $15,001 - $50,000 | None (or less than $201) |
| IN College Choice 529 Plan (FBO Minor Child #2) | ||
| US Equity Index Portfolio | $250,001 - $500,000 | None (or less than $201) |
| Brokerage Account #2 | ||
| American Mun Pwr Ohio Inc Rev (CUSIP: 02765UHH0) | $50,001 - $100,000 | $5,001 - $15,000 |
| American Mun Pwr Ohio Inc Rev Energy Re (CUSIP: 02765UBB9) | $50,001 - $100,000 | $5,001 - $15,000 |
| Bloomington Ind Redev Dist Tax (CUSIP: 094717BH7) | $15,001 - $50,000 | $5,001 - $15,000 |
| Chicago Ill Brd Ed (CUSIP: 1675016D2) | $50,001 - $100,000 | $5,001 - $15,000 |
| Concord Ind Cmnty Schs Bldg Co (CUSIP: 206256PV5) | $50,001 - $100,000 | $5,001 - $15,000 |
| Delaware Mun Elec Corp Elec Re (CUSIP: 246154BU1) | $50,001 - $100,000 | $5,001 - $15,000 |
| Dover Del Elec Rev (CUSIP: 260039JC7) | $50,001 - $100,000 | $5,001 - $15,000 |
| Evansville Ind Loc Pub Impt Bd (CUSIP: 299348BV3) | $50,001 - $100,000 | $5,001 - $15,000 |
| Greater Clark Cnty Sch Bldg Co (CUSIP: 391673EG1) | $50,001 - $100,000 | $5,001 - $15,000 |
| Gulf Shores Ala Pub Edl Bldg A (CUSIP: 40252NAW0) | $100,001 - $250,000 | None (or less than $201) |
| Harris Cnty Tex Cultural Ed Fa (CUSIP: 414008BJ0) | $50,001 - $100,000 | None (or less than $201) |
| Humble Tex Indpt Sch Dist Sch Bldg (CUSIP: 4450425Q3) | $50,001 - $100,000 | $5,001 - $15,000 |
| Illinois St Toll Hwy Auth Toll (CUSIP: 452252JV2) | $50,001 - $100,000 | $1,001 - $2,500 |
| Illinois St Toll Hwy Auth Toll (CUSIP: 452252KS7) | $50,001 - $100,000 | $2,501 - $5,000 |
| Indiana Fin Auth Hosp Rev (CUSIP: 45471AKA9) | $100,001 - $250,000 | $1,001 - $2,500 |
| Indiana Fin Auth Hosp Rev (CUSIP: 45471ANW8) | $50,001 - $100,000 | $5,001 - $15,000 |
| Indiana Health Fac Fing Auth R (CUSIP: 454798TA7) | $50,001 - $100,000 | $2,501 - $5,000 |
| Indiana St Fin Auth Rev (CUSIP: 45506DUL7) | $100,001 - $250,000 | $5,001 - $15,000 |
| Indiana St Fin Auth Rev (CUSIP: 455057F87) | $15,001 - $50,000 | None (or less than $201) |
| Indiana St Fin Auth Wastewater (CUSIP: 45505MAT3) | $50,001 - $100,000 | $5,001 - $15,000 |
| Indiana St Fin Auth Wastewater (CUSIP: 45505MBJ4) | $50,001 - $100,000 | $5,001 - $15,000 |
| Indiana St Fin Auth Wastewater (CUSIP: 45505MFD3) | $50,001 - $100,000 | $2,501 - $5,000 |
| Indianapolis Ind Loc Pub Impt (CUSIP: 45528UAT8) | $50,001 - $100,000 | $5,001 - $15,000 |
| Indianapolis Ind Loc Pub Impt (CUSIP: 45528UAV3) | $50,001 - $100,000 | $5,001 - $15,000 |
| Indianapolis Ind Loc Pub Impt (CUSIP: 45528UFU0) | $50,001 - $100,000 | $5,001 - $15,000 |
| Jackson Cnty Miss Util Auth Wt (CUSIP: 467319AV1) | $100,001 - $250,000 | $2,501 - $5,000 |
| King Cnty Was Sch Dist No 401 Go Bds (CUSIP: 495033AL6) | $50,001 - $100,000 | $5,001 - $15,000 |
| Lake Central Ind Multi-Dist Sc (CUSIP: 507686PP2) | $50,001 - $100,000 | $5,001 - $15,000 |
| Laredo Tex Wtrwks Swr Sys Rev Rev Bds (CUSIP: 517039FZ1) | $50,001 - $100,000 | $5,001 - $15,000 |
| Las Vegas Valley Nev Wtr Dist (CUSIP: 5178405T7) | $100,001 - $250,000 | None (or less than $201) |
| Lee Cnty Fla Tourist Dev Tax R (CUSIP: 523520CK8) | $50,001 - $100,000 | $1,001 - $2,500 |
| Lower Colo Riv Auth Tex Rev (CUSIP: 54811GLU2) | $50,001 - $100,000 | $5,001 - $15,000 |
| Lower Colo Riv Auth Tex Transm (CUSIP: 54811BPX3) | $100,001 - $250,000 | $1,001 - $2,500 |
| Maine Mun Bd Bk (CUSIP: 560459M97) | $50,001 - $100,000 | $5,001 - $15,000 |
| Metropolitan Govt Nashville & (CUSIP: 592090FH2) | $50,001 - $100,000 | $5,001 - $15,000 |
| Miami-Dade Cnty Fla Wtr & Swr (CUSIP: 59334DGU2) | $50,001 - $100,000 | $5,001 - $15,000 |
| Mt Vernon Ind Sch Bldg Corp (CUSIP: 623495BP2) | $50,001 - $100,000 | $5,001 - $15,000 |
| N Tx Twy Auth (CUSIP: 66285WTE6) | $1,001 - $15,000 | $201 - $1,000 |
| N Tx Twy Auth (CUSIP: 66285WPS9) | $15,001 - $50,000 | $2,501 - $5,000 |
| N Tx Twy Auth (CUSIP: 66285WSW7) | $15,001 - $50,000 | $5,001 - $15,000 |
| Noblesville Ind Redev Auth Eco (CUSIP: 65516QFW7) | $50,001 - $100,000 | $15,001 - $50,000 |
| Olmsted Falls Ohio City Sch Di (CUSIP: 681233DU3) | $100,001 - $250,000 | None (or less than $201) |
| Orlando & Orange Cnty Expwy Au (CUSIP: 686543UB3) | $50,001 - $100,000 | $5,001 - $15,000 |
| Pennsylvania St Tpk Commn Tpk (CUSIP: 709223ZQ7) | $50,001 - $100,000 | $5,001 - $15,000 |
| Pennsylvania St Tpk Commn Tpk (CUSIP: 709224HN2) | $50,001 - $100,000 | $5,001 - $15,000 |
| Port Tacoma Wash (CUSIP: 735422LD7) | $50,001 - $100,000 | $5,001 - $15,000 |
| Regional Transn Dist Colo Ctfs (CUSIP: 75913THV9) | $100,001 - $250,000 | $15,001 - $50,000 |
| Riverside Ohio Loc Sch Dist (CUSIP: 769229BJ3) | $100,001 - $250,000 | $5,001 - $15,000 |
| Rock Hill S C Util Sys Rev (CUSIP: 772249QC5) | $100,001 - $250,000 | $2,501 - $5,000 |
| Sandusky Ohio City Sch Dist (CUSIP: 800205EP7) | $100,001 - $250,000 | None (or less than $201) |
| South Carolina St Pub Svcs Aut (CUSIP: 837151HW2) | $100,001 - $250,000 | $15,001 - $50,000 |
| South Montgomery In (CUSIP: 84455RCC6) | $50,001 - $100,000 | None (or less than $201) |
| Utah Tran Auth Sales Tax Rev (CUSIP: 917565MK6) | $100,001 - $250,000 | $15,001 - $50,000 |
| Warsaw Ind Multi-Sch Bldg Corp (CUSIP: 93638RCK9) | $50,001 - $100,000 | $5,001 - $15,000 |
| Washington St Higher Ed Facs A (CUSIP: 939781Q60) | $50,001 - $100,000 | $5,001 - $15,000 |
| Winton Woods City Sch Dist Ohi (CUSIP: 97650ECE6) | $100,001 - $250,000 | None (or less than $201) |
| Wppi Energy Wis Pwr Supply Sys (CUSIP: 92937NAQ7) | $50,001 - $100,000 | $5,001 - $15,000 |
| Wells Fargo Advantage Ult S/T Mun Inc A (SMAVX) | $250,001 - $500,000 | $2,501 - $5,000 |
| DALLAS TEX AREA RAPID TRAN (CUSIP: 235241RF5) | None (or less than $1,001) | $1,001 - $2,500 |
| Dallas Tex Area Rapid Tran Sales Tax Rev Prerefund (CUSIP: 235241QS8) | None (or less than $1,001) | $1,001 - $2,500 |
| Massachusetts St Sch Bldg Auth (CUSIP: 576000SL8) | None (or less than $1,001) | $5,001 - $15,000 |
| N Tx Twy Auth (CUSIP: 66285WQC3) | None (or less than $1,001) | $201 - $1,000 |
| Washington St Higher Ed Facs A (CUSIP: 939781Q60) | None (or less than $1,001) | $2,501 - $5,000 |
| Aldine Tex Indpt Sch Dist (CUSIP: 014393MS8) | None (or less than $1,001) | $5,001 - $15,000 |
| Arizona St Transn Brd Hwy Rev (CUSIP: 040654PV1) | None (or less than $1,001) | $5,001 - $15,000 |
| Chicago Ill Brd Ed (CUSIP: 167505FA9) | None (or less than $1,001) | $201 - $1,000 |
| Cincinnati Ohio Wtr Sys Rev Rmkt Wtr (CUSIP: 172311FT4) | None (or less than $1,001) | $5,001 - $15,000 |
| Clark Cnty Nev For Issues Dtd Bond Bk B (CUSIP: 180848AL7) | None (or less than $1,001) | $2,501 - $5,000 |
| North Carolina Eastn Mun Pwr A Pwr Sys R (CUSIP: 658196P46) | None (or less than $1,001) | $1,001 - $2,500 |
| Pierce Cnty Wash Sch Dist No 4 Ult Go Bd (CUSIP: 720560QJ3) | None (or less than $1,001) | $1,001 - $2,500 |
| Seminole Cnty Fla Wtr & Swr Re Wtr And S (CUSIP: 816705GQ4) | None (or less than $1,001) | $5,001 - $15,000 |
| Washington St Go Bds (CUSIP: 93974BSD5) | None (or less than $1,001) | $1,001 - $2,500 |
| U.S. brokerage account (Cash) | $50,001 - $100,000 | None (or less than $201) |
| NBC Investors, LLC | ||
| NBC Industrial, LLC | ||
| Commercial Real Estate #1, Indianapolis Indiana (Consists of six properties on a single deed.) | $250,001 - $500,000 | $15,001 - $50,000 |
| Commercial Real Estate, Indianapolis, IN (Property no longer held.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| SQN Venture Income Fund, LP | ||
| Mainframe, loan receivable (cloud-based platforms) | $15,001 - $50,000 | $1,001 - $2,500 |
| Soraa, loan receivable (lighting development and manufacturing) | $50,001 - $100,000 | $1,001 - $2,500 |
| Calysta, loan receivable (development of biological) | $15,001 - $50,000 | $1,001 - $2,500 |
| Tigo Energy, loan receivable (solar power installations) | $50,001 - $100,000 | $2,501 - $5,000 |
| Boardwalk Tech, loan receivable (business process automation) | $15,001 - $50,000 | $5,001 - $15,000 |
| Kaazing Inc, loan receivable (enterprise infrastructure products) | $15,001 - $50,000 | $2,501 - $5,000 |
| Vantage Robotics, loan receivable (flying camera technology) | $1,001 - $15,000 | $201 - $1,000 |
| Crop One Holdings, Inc, loan receivable (farming technology) | $1,001 - $15,000 | $201 - $1,000 |
| Knowledge Factor, loan receivable (education software) | $15,001 - $50,000 | $1,001 - $2,500 |
| Shapeways, loan receivable (3D printing and related services) | $15,001 - $50,000 | $1,001 - $2,500 |
| FR8Hub, loan receivable (freight industry technology) | $1,001 - $15,000 | None (or less than $201) |
| Luminar, loan receivable (sensor technologies for automatic vehicles) | $15,001 - $50,000 | $201 - $1,000 |
| Gluware, loan receivable (multi-vendor IT automation) | $15,001 - $50,000 | $201 - $1,000 |
| Volta Charging, loan receivable (electronic vehicle charging) | $1,001 - $15,000 | None (or less than $201) |
| Volta Charging warrants (electronic vehicle charging) | $1,001 - $15,000 | None (or less than $201) |
| Soraa warrants (lighting development and manufacturing) | $1,001 - $15,000 | None (or less than $201) |
| Mainframe warrants (cloud based platforms) | $1,001 - $15,000 | None (or less than $201) |
| Tigo Energy warrants (solar power installations) | $1,001 - $15,000 | None (or less than $201) |
| Boardwalk Tech warrants (business process automation) | $1,001 - $15,000 | None (or less than $201) |
| Knowledge Factors warrants (education software) | $1,001 - $15,000 | None (or less than $201) |
| Kaazing Corp. warrants (enterprise infrastructure products) | $15,001 - $50,000 | None (or less than $201) |
| Shapeways warrants (3D printing and related services) | $1,001 - $15,000 | None (or less than $201) |
| Gluware warrants (multi-vendor IT automation) | $1,001 - $15,000 | None (or less than $201) |
| Incredible Foods warrants (frozen food production and marketing) | $1,001 - $15,000 | None (or less than $201) |
| Suniva, loan receivable (solar power technology) | $50,001 - $100,000 | None (or less than $201) |
| U.S. bank account (Cash Account) | $100,001 - $250,000 | None (or less than $201) |
| U.S. Credit Union #1 (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
| U.S. Credit Union #2 (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
| Health Savings Account | ||
| U.S. bank account (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Investment Grade Corporate Bond Instl Fund (PIGIX) | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Total Stock Market Index Fund (VITSX) | $50,001 - $100,000 | None (or less than $201) |
| MFS Agressive Growth Allocation Fund Class A (MAAGX) | None (or less than $1,001) | $1,001 - $2,500 |
| PIMCO StocksPLUS Small A Fund (PCKAX) | None (or less than $1,001) | $1,001 - $2,500 |
| Irrevocable Life Insurance Trust (This is a life insurance trust established by the filer's father. The filer is a co-beneficiary with his sister; reported values and income represent his 50% interest.) | ||
| Northwestern Mutual Estate Complife Policy #1 (whole life and term hybrid product) | $50,001 - $100,000 | $2,501 - $5,000 |
| Northwestern Mutual Estate Complife #2 (whole life and term hybrid product) | $100,001 - $250,000 | $5,001 - $15,000 |
| Northwestern Mutual Life Insurance Adjustable Complife (whole life and term hybrid product) | $250,001 - $500,000 | $15,001 - $50,000 |
| SD College Choice Savings | ||
| Age-Based 9 (Ages 17 and Over) Class A | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| HMS Holdings, Inc. | Irving, Texas | Pursuant to the company’s compensation plan, I will continue to receive restricted stock units on a quarterly basis until my resignation from the board. I will forfeit any stock options and restricted stock units that are unvested at the time of my resignation. Within 90 days of my confirmation, I will divest all of my vested stock options in HMS Holdings, Inc. If I divest the stock options by exercising them, I will divest any resulting stock within 90 days of my confirmation. I will receive stock for all my vested restricted stock units. I will divest all of the resulting stock within 90 days of my confirmation. | Oct. 16, 2016 |
| Eli Lilly and Company | Indianapolis, Indiana | I will continue to participate in the Eli Lilly and Company defined benefit plan, which has both qualified and unqualified components. The organization does not make any further contributions to my account. The distributions are set and defined. I am eligible to start receiving such payments at ages 55 and 65. | June 16, 2007 |
| Seraphim Strategies, LLC | Indianapolis, Indiana | This LLC will be inactive during the period of my appointment. Any outstanding fees will be received prior to my entering Government service. | Jan. 16, 2017 |
| Eli Lilly and Company | Indianapolis, Indiana | I receive, as a former employee of Lilly, Departing Executive Outplacement services which will expire in February 2018. If confirmed I will no longer accept this service. | Jan. 16, 2017 |
| Indianapolis Airport Authority | Indianapolis, Indiana | As a former member of the Board of Directors of the Indianapolis Airport Authority, I have two parking passes for the Indianapolis Airport. | Dec. 16, 2012 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Elements Financial | Mortgage on Personal Residence | $500,001 - $1,000,000 | prime + 1 | 2009 |
| Morgan Stanley (Paid in full on 10/17/16.) | Exercised Line of Credit | $15,001 - $50,000 | 3.27% | 2016 |
| Morgan Stanley (Paid in full on 12/01/16.) | Exercised Line of Credit | $15,001 - $50,000 | 3.10% | 2016 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| IRA ROTH | |||
| iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
| iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
| American Funds Growth Fund of Amer F-1 (GFAFX) | $100,001 - $250,000 | $5,001 - $15,000 |
Do you know something about Alex Azar? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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