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.
Dana L. Trier departed Feb. 26, 2018
Treasury (joined: July 10, 2017)
Assistant Secretary (Tax Policy) | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| Fidelity Total Market Value Index | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Fidelity Total Market Index Fund | $500,001 - $1,000,000 | $5,001 - $15,000 |
| Fidelity Contra Fund | $100,001 - $250,000 | None (or less than $201) |
| Fidelity Low Priced Stock Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| Fidelity Balanced Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| Fidelity International Discovery K Fund | $50,001 - $100,000 | $2,501 - $5,000 |
| Fidelity International Small Cap Fund | $50,001 - $100,000 | $2,501 - $5,000 |
| Fidelity Floating Rate High Income | $250,001 - $500,000 | $5,001 - $15,000 |
| Fidelity Real Estate Income Fund | $100,001 - $250,000 | $5,001 - $15,000 |
| Fidelity Total Bond Fund | $100,001 - $250,000 | $5,001 - $15,000 |
| Eaton Vance Global Macro Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| Voya Multi Manager International Small Cap Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| American Washington Mutual Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| MFS Value Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| Invesco Midcap Core Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| Wells Fargo Asset Allocation Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| Eaton Vance Worldwide Health Sciences Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| Invesco Comstock | $50,001 - $100,000 | $1,001 - $2,500 |
| Blackrock Equity Dividend Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| Invesco Small Cap Value Fund | $50,001 - $100,000 | $201 - $1,000 |
| American Capital World Growth & Income Fund | $50,001 - $100,000 | $201 - $1,000 |
| Lord Abbett Fundamental Equity Fund | $50,001 - $100,000 | $201 - $1,000 |
| AIG Focused Dividend Strategy Fund | $15,001 - $50,000 | $201 - $1,000 |
| Nuveen Santa Barbara Dividend Growth I Fund | $15,001 - $50,000 | $201 - $1,000 |
| Blackrock Global Allocation Fund | $15,001 - $50,000 | $201 - $1,000 |
| Ivy Asset Strategy Fund | $15,001 - $50,000 | $201 - $1,000 |
| Virtus Newfleet Multisector | $100,001 - $250,000 | $1,001 - $2,500 |
| Thornburg International Value | $15,001 - $50,000 | $201 - $1,000 |
| Oppenheimer International Bond B | $50,001 - $100,000 | $1,001 - $2,500 |
| BlackRock Inflation Protected Bond Svc | $50,001 - $100,000 | $201 - $1,000 |
| SPDR S&P 500 ETF | $100,001 - $250,000 | $1,001 - $2,500 |
| Citi Checking Account | $500,001 - $1,000,000 | $201 - $1,000 |
| Merrill Lynch Checking | $250,001 - $500,000 | $201 - $1,000 |
| Wells Fargo Checking Account | $100,001 - $250,000 | $201 - $1,000 |
| BancAmerica Checking account | $50,001 - $100,000 | $201 - $1,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Davis Polk | New York, New York | I will not participate in this defined contribution plan after my separation. | July 16, 1998 |
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