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Austin Whaley Bramwell departed Jan. 27, 2018

Treasury (joined: June 26, 2017)

Senior Advisor | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Milbank, Tweed, Hadley & McCloy LLP (law firm) $1,985,504
Milbank, Tweed, Hadley & McCloy LLP - anticipated withdrawal benefit $250,001 - $500,000 None (or less than $201)
Milbank, Tweed, Hadley & McCloy LLP anticipated capital account return $100,001 - $250,000 None (or less than $201)
Defined Contribution Plan - Vanguard Target Retirement Fund 2045 $250,001 - $500,000 $15,001 - $50,000
Defined Contribution Plan - Fidelity Small Cap Stock $1,001 - $15,000 $201 - $1,000
Milbank Cash Balance Pension Plan anticipated lump sum $250,001 - $500,000 None (or less than $201)
Inherited IRA - Keeley Small Cap Value Fund Class A $1,001 - $15,000 $201 - $1,000
Traditional IRA - Vanguard Target Retirement Fund 2045 $50,001 - $100,000 $2,501 - $5,000
Traditional IRA - Vanguard REIT Index Fund $1,001 - $15,000 $201 - $1,000
Inherited IRA - Vanguard Target Retirement Fund 2045 $500,001 - $1,000,000 $15,001 - $50,000
New York University School of Law $1,500
Roth IRA - Vanguard Target Retirement Fund 2045 $1,001 - $15,000 $201 - $1,000

Other Income/Assets

Description Value Income
USAA Federal Savings Bank - joint checking account $15,001 - $50,000 None (or less than $201)
JPMorgan Chase Bank, N.A. - joint checking account $1,001 - $15,000 None (or less than $201)
The Walt Disney Company $15,001 - $50,000 $201 - $1,000
Discretionary beneficial interest in family trust created under Will of deceased family member (My spouse, my dependent children and I are included in the class of beneficiaries of a trust created under the Last Will and Testament of a deceased family member. We have no right to distributions of income or principal, which are made in the sole discretion of the Trustee (JPMorgan Chase Bank, N.A.). We have not requested distributions to be made and have no plans to do so. None of us serves as Trustee and none of us has any control over investment decisions. The trust is a discretionary trust described in Office of Government Ethics DO-08-024 and LA-13-04.) $5,000,001 - $25,000,000 None (or less than $201)
Discretionary beneficial interest in residuary trust created under Will of deceased family member (I am the beneficiary of a trust created under the Last Will and Testament of a deceased family member. I have no right to distributions of income or principal, which are made in the sole discretion of the Trustee (JPMorgan Chase Bank, N.A.). I have not requested distributions and have no plans to do so. I do not serve Trustee and have no control over investment decisions. The trust is a discretionary trust described in Office of Government Ethics DO-08-024 and LA-13-04.) $1,000,001 - $5,000,000 None (or less than $201)
Health Savings Account $1,001 - $15,000 None (or less than $201)
Fidelity US Bond Index Investor Class $1,001 - $15,000 $201 - $1,000
Fidelity Total Market Index Premium Class $100,001 - $250,000 $5,001 - $15,000
Fidelity International Index Premium Class $15,001 - $50,000 $1,001 - $2,500
Illinois Tool Works Inc None (or less than $1,001) None (or less than $201)
iShares MSCI EAFE Index $15,001 - $50,000 $201 - $1,000
Ishares Core U.S. Aggregate Bond $15,001 - $50,000 $201 - $1,000
iShares Russell 2000 Index $15,001 - $50,000 $201 - $1,000
iShares Russell 1000 Index $15,001 - $50,000 $201 - $1,000
OneGas, Inc. $1,001 - $15,000 $201 - $1,000
OneOk, Inc. $50,001 - $100,000 $1,001 - $2,500
Vanguard Inflation Protected Securities Fund Admiral Shares $250,001 - $500,000 $5,001 - $15,000
Vanguard Prime Money Market Fund $500,001 - $1,000,000 $15,001 - $50,000
Vanguard Target Retirement Fund 2045 $1,000,001 - $5,000,000 $15,001 - $50,000
Vanguard Small-Cap Value Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Target Retirement 2060 $15,001 - $50,000 $201 - $1,000
Vanguard Small-Cap Value Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Target Retirement 2045 $15,001 - $50,000 $201 - $1,000
Child #1 Trust $250,001 - $500,000 $5,001 - $15,000
Financial Select Sector SPDR $1,001 - $15,000 $201 - $1,000
Healthcare Select Sector SPDR $1,001 - $15,000 $201 - $1,000
Ishares Core Dividend Growth $1,001 - $15,000 $201 - $1,000
Parnassus Core Equity FD-INS $1,001 - $15,000 $201 - $1,000
SDPR S&P 500 ETF Trust $50,001 - $100,000 $1,001 - $2,500
Ishares Edge MSCI USA Value Factor ETF $1,001 - $15,000 $201 - $1,000
JPM Value Advantage Fund - L Fund 1400 $1,001 - $15,000 $201 - $1,000
Edgewood Growth FD-INS $1,001 - $15,000 $201 - $1,000
Vanguard Info Tech ETF $1,001 - $15,000 $201 - $1,000
Artisan International Fund Institutional Shares $1,001 - $15,000 $201 - $1,000
Capital Growth Non-US Equity $1,001 - $15,000 $201 - $1,000
Dodge & Cox International Stock Fund $1,001 - $15,000 $201 - $1,000
iShares MSCI EAFE Small Cap Index $1,001 - $15,000 $201 - $1,000
iShares MSCI EAFE Index Fund $15,001 - $50,000 $201 - $1,000
iShares Core MSCI Europe $1,001 - $15,000 None (or less than $201)
iShares Inc MSCI Japan New $1,001 - $15,000 None (or less than $201)
Chilton Strategic European Equities Fund $1,001 - $15,000 None (or less than $201)
CRM Long-Short Opportunities Fund $1,001 - $15,000 None (or less than $201)
Diamond Hill Long/Short-I $1,001 - $15,000 $201 - $1,000
American Beacon GLG Tr-UTL $1,001 - $15,000 $201 - $1,000
AQR Managed Future Strategy Fund $1,001 - $15,000 None (or less than $201)
Equinox Campbell Strategy-I $1,001 - $15,000 None (or less than $201)
Janus High-Yield Fund-I $1,001 - $15,000 $201 - $1,000
iShares MSCI EAFE Value Index Fund $1,001 - $15,000 $201 - $1,000
Child #2 Trust $250,001 - $500,000 $5,001 - $15,000
Financial Select Sector SPDR $1,001 - $15,000 $201 - $1,000
Health Care Select Sector SPDR $1,001 - $15,000 $201 - $1,000
iShares Core Dividend Growth $1,001 - $15,000 $201 - $1,000
Parnassus Core Equity FD-INS $1,001 - $15,000 $201 - $1,000
SPDR S&P 500 ETF $50,001 - $100,000 $1,001 - $2,500
iShares Edge MSCI USA Value Factor E $1,001 - $15,000 $201 - $1,000
JPM Value Advantage FD-L Fund 1400 $1,001 - $15,000 $201 - $1,000
Edgewood Growth FD-INS $1,001 - $15,000 $201 - $1,000
Vanguard Info Tech ETF $1,001 - $15,000 $201 - $1,000
Artisan International Fund Institutional Shares $1,001 - $15,000 $201 - $1,000
Capital GR Non US Equity $1,001 - $15,000 $201 - $1,000
Dodge & Cox International Stock Fund $1,001 - $15,000 $201 - $1,000
iShares MSCI EAFE Index Fund $15,001 - $50,000 $1,001 - $2,500
iShares MSCI EAFE Small-CAP $1,001 - $15,000 $201 - $1,000
iShares MSCI EAFE Value Index Fund $1,001 - $15,000 $201 - $1,000
iShares Core MSCI Europe $1,001 - $15,000 $201 - $1,000
IShares Inc MSCI Japan New $1,001 - $15,000 None (or less than $201)
Chilton Strategic European Equity Fund $1,001 - $15,000 None (or less than $201)
CRM Long/Short Opportunities Fund $1,001 - $15,000 None (or less than $201)
Diamond Hill Long/Short-I $1,001 - $15,000 None (or less than $201)
American Beacon GLG Tr-UTL $1,001 - $15,000 None (or less than $201)
AQR Managed Future Strategy Fund $1,001 - $15,000 None (or less than $201)
Equinox Campbell Strategy-I $1,001 - $15,000 None (or less than $201)
Janus High-Yield FD-I $1,001 - $15,000 $201 - $1,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Milbank, Tweed, Hadley & McCloy LLP New York, New York Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive my capital account over a five-year period. Jan. 16, 2014
Milbank, Tweed, Hadley & McCloy LLP New York, New York Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a withdrawal benefit over a five-year period. June 16, 2017
Milbank, Tweed, Hadley & McCloy LLP New York, New York I will continue to participate in the firm's defined contribution plan, although I plan to roll it over to my individual IRA. The plan sponsor will not make further contributions after my separation. Jan. 16, 2005
Milbank, Tweed, Hadley & McCloy LLP New York, New York I will receive a lump sum payout of the firm's cash balance pension plan (to be rolled over to my traditional IRA) upon withdrawal from the firm. Jan. 16, 2014

Spouse's Employment Assets

Description Value Income Type Income Amount
The Brearley School (Sub-entries for this line item are in addition to, and not included in, amount listed under Income Amount.) Salary
Traditional IRA - Vanguard Target Retirement Fund 2045 $50,001 - $100,000 $1,001 - $2,500
Traditional IRA - Vanguard REIT Index Fund $1,001 - $15,000 $201 - $1,000
Roth IRA - Vanguard Target Retirement Fund 2045 $15,001 - $50,000 $201 - $1,000

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