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Brian Robert Morgenstern

Treasury (joined: Aug. 21, 2017)

Assistant Secretary (Public Affairs) | Senior Advisor | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Gibson, Dunn & Crutcher LLP (law firm) $492,500
401k $100,001 - $250,000 None (or less than $201)
Loomis Sayles Core Bond Fund Class N $1,001 - $15,000 None (or less than $201)
T. Rowe Price Balanced $1,001 - $15,000 None (or less than $201)
Vanguard Windsor II Adm $15,001 - $50,000 None (or less than $201)
Vanguard S&P 500 Index $15,001 - $50,000 $201 - $1,000
T. Rowe Price Blue Chip Growth $15,001 - $50,000 $201 - $1,000
American Funds EuroPacific $1,001 - $15,000 None (or less than $201)
Vanguard S&P 400 MidCap $1,001 - $15,000 None (or less than $201)
Neuberger Berman Genesis Class R6 $1,001 - $15,000 None (or less than $201)
Vanguard Small-Cap Value Index Admiral $1,001 - $15,000 None (or less than $201)
Franklin Templeton Roth IRA $1,001 - $15,000 None (or less than $201)
Franklin Income A $1,001 - $15,000 None (or less than $201)
Franklin Mutual Shares A $1,001 - $15,000 None (or less than $201)
Templeton Growth A $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
Capital One Investing Account $250,001 - $500,000 $100,001 - $1,000,000
Apple Inc. - Common Stock $50,001 - $100,000 $15,001 - $50,000
Amazon Stock $15,001 - $50,000 $1,001 - $2,500
American Express Stock $1,001 - $15,000 $201 - $1,000
Berkshire Hathaway B $15,001 - $50,000 $201 - $1,000
Citigroup Inc Stock $1,001 - $15,000 $2,501 - $5,000
Facebook, Inc. - Class A Common Stock $15,001 - $50,000 $5,001 - $15,000
Google Inc. - Class C Capital Stock $1,001 - $15,000 $1,001 - $2,500
Google Inc. - Class A Common Stock $1,001 - $15,000 $1,001 - $2,500
iShares Russell 1000 Value Index $15,001 - $50,000 $2,501 - $5,000
Johnson & Johnson Stock $15,001 - $50,000 $2,501 - $5,000
Kimberly-Clark Stock $15,001 - $50,000 $201 - $1,000
Coca-Cola Co Stock $1,001 - $15,000 $201 - $1,000
Vanguard World Limited Mega Cap Index Fund $15,001 - $50,000 $5,001 - $15,000
Morgan Stanley Stock $15,001 - $50,000 $5,001 - $15,000
PG&E Corporation Stock $15,001 - $50,000 $2,501 - $5,000
Powershares ETF S&P SMCP Consumer Staples $15,001 - $50,000 None (or less than $201)
S&P 500 Index $1,001 - $15,000 $1,001 - $2,500
Ulta Salon, Cosmetics & Fragrance, Inc. - Common Stock $15,001 - $50,000 $5,001 - $15,000
USG Corp. Stock $15,001 - $50,000 $1,001 - $2,500
Wells Fargo & Co $1,001 - $15,000 $201 - $1,000
The Williams Companies Inc $1,001 - $15,000 None (or less than $201)
SPDR S&P Aerospace & Defense $15,001 - $50,000 $2,501 - $5,000
Vanguard Dividend Growth Mutual Fund $15,001 - $50,000 $2,501 - $5,000
American Stock Transfer & Trust Co. LLC Account $1,001 - $15,000 $1,001 - $2,500
Congressional Federal Credit Union Account $50,001 - $100,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Gibson, Dunn & Crutcher LLP New York, New York I will not participate in this defined contribution plan after my separation. Nov. 15, 2010

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Discover Student Loans Student Loan $15,001 - $50,000 2.00 2007
Firstmark Services Student Loan $15,001 - $50,000 2.5 2008
Navient Student Loan $10,001 - $15,000 6.0 2009

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