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.
David A. Mihalic departed Aug. 4, 2018
Interior (joined: April 24, 2017)
Senior Advisor to the Secretary | $155,000 | Financial Disclosure » | Resume »
Former Positions Outside Government
- Department of Recreation. Parks & Tourism Studies. School of Public Health, Indiana University Adjunct Professor
- Heritage Resources Group. LLC Principal (and owner)
- Mihalic Fine Art. LLC Principal (and owner)
Former Compensation Sources
- Delaware North Companies (Parks and Resorts); Buffalo, NY, US Professional fees for advising
Employment Assets
| Description | Value | Income |
|---|---|---|
| (Trade or Business) Mihalic Fine Art LLC Fine art production as an artist, including sales of original paintings and prints from those paintings | value not readily ascertainable | $201 - $1,000 |
| (J) (Trade or Business) Heritage Resources Group LLC Management advising and consulting | value not readily ascertainable | $5,001 - $15,000 |
| (Ira) D A Davidson And Co | ||
| (Etf) Agg-Ishares Core Us Aggregate Bond Etf | $1,001 -$15,000 | None (or less than S201) |
| (Etf) Iwn-Ishares Russell 2000 Value Etf | None (or less than $1,001) | None (orless than $201) |
| (Etf) Iwo-Ishares Russell 2000 Growth Etf | None (or less than S1.001) | None (orless than $201) |
| (Etf) Bkln-Powershares Senior Loa Port Etf | $1,001 -S15,000 | None (or less than $201) |
| (Etf) Bsv-Vanguard Short Term Bond Etf | $1,001 -$15,000 | None (or less than $201) |
| (ETF) VEA-VANGUARD FTSE DEVELOPED MK i o ETF | $1,001 - $15,000 | None (or less than $201) |
| (ETF) VCSH-VANGUARD SHORT TERM CO BOND ETF | None (or less than $1,001) | None (or less than $201) |
| (ETF) VUG-VANGUARD GROWTH ETF | $1,001 -515,000 | None (or less than $201) |
| (ETF) VTV-VANGUARD VALUE ETF | $1,001 -$15,000 | None (or less than $201) |
| (Cash) | None (or less than $1,001) | None (or less than $201) |
| (Self El) Indiana Univereityteaching income as adjunct professor Bloomington, IN, US | $1,377,00 | |
| (Self El) IntofiiaUonal Union for the Conservation of Nature (IUCN) Honoraria for servinq as an ExoertAdvisor in evaluating proposed world heritage sites Gland, Gland. CH | $1,494.00 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| (J) (Stock) AA ALCOA UPSTREAM CORP | $1,001-$15,000 | None (or less than $201) |
| (J) (Stock) ARNC ARCONIC INC | $1,001-$15,000 | None (ur less than $201) |
| (J) (Stock) KO COCA-COLA COMPANY | $1,001-$15,000 | None (or less than $201) |
| (J) (Stock) COP CONOCOPHILLIPS | $1,001-515,000 | None (or less than $201) |
| (J) (Stock) EXC EXELON | $1,001-$15,000 | None (or less than S201) |
| (J) (StOCk) GE GENERAL ELbU 1 KIU COMPANY | $1,001-$15,000 | None (or lesa than $201) |
| (J) (Stock) GBCI GLACIER BANKCORP INC NEW | $1,001-$15,000 | None (or less than $201) |
| (J) (Stock) INTO INTEL CORP | $1,001-$15,000 | None (or less than $201) |
| (J) (Stock) JNJ JOHNSON & JOHNSON | $1,001-$15,000 | None (or less than $201) |
| (J) (Stock) MSFT MICROSOFT CORP | $1,001-$15,000 | None (or less than $201) |
| (J) (Stock) RDS/A ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES | $1,001-$15,000.... | $201 -$1,000 |
| (J) (Stock) TOT | $1,001-$15,000 | $201 -$1,000 |
| (J) (Stock) UMPQ UMPQUA HOLDINGS CORP | $1.001-$15,000 | None (or less than $201) |
| (J) (Stock) UTX UNITED TECHNOLOGIES CORP | $1,001-$15,000 | None (or less than $201) |
| (J) (Cash Deposit/Savings) D A Davidson Missoula, MT, US Investment Account - Cash, Bank Insured Deposit Program ( (My branch is located in Missoula, Montana but D.A. Davidson Companies are headquartered in Great Falls, Montana) | $15,001-$50,000 | $1,001 -$2,500 |
| (J) (Cash Deposit/Savings) USAA San Antonio, TX, US Money Market | $1,001-$15,000 | None (or less than $201) |
| (J) (Cash Deposit/Savings) USAA San Antonio, TX, US Checking | S1.001-$15,000 | None (or less than $201) |
| (J) (Cash Deposit/Savings) Wells Fargo Missoula, MT, US Checking | S1.001-$15,000 | None (or less than $201) |
| (Cash Deposit/Savings) First Security Bank (Glacier Bankcorp) Missoula, MT, US Checking | $15,001-$50,000 | $201 -$1,000 |
| (Cash Deposit/Savings) First Security (Glacier Bankcorp) MISSOULA, MT, US Business checking | $1,001-515.000 | None (or less than $201) |
| (WLI) New York Lite | $1,001-515.000 | $201 -$1,000 |
| (WLI) Kansas City Life Insurance Company | $1,001-$15,000 | $201 -$1,000 |
| (S) (IRA) D A DAVIDSON AND CO | ||
| (Mutual Fund) AIVSX-American Funds INVESTMENT COMPANY OF AMERICA | $15,001-$50,0001 | $201 -51,000 |
| (IRA) D A DAVIDSON AND CO | ||
| (ETF) VEA-VANGUARD FTSE DEVELOPED MKTS ETF | $15,001-550,000 | S201 -$1,000 |
| (ETF) VUG-VANGUARD GROWTH ETF | $15,001-$50,000 | $201 -51,000 |
| (ETF) VTV-VANGUARD VALUE ETF | $15,001-$50,000 | S201 -51,000 |
| (Mutual Fund) IPFPX-POPLAR FOREST PARTNERS INSTL CL | $15,001-$50,000 | None (or less than S201) |
| (Mutual Fund) AIIEX-INVESCO INTL GROWTH CL A | $15,001-550.000 | None (or less than $201) |
| (Mutual Fund) CRSOX-CREDIT SUISSE COMMODITY RETURN STRATEGY INSTL CL | $1,001-515,000 | None (or less than $201) |
| (Mutual Fund) EIEMX-EATON VANCE PARAMETRIC EMERGING MARKETS INSTL CL | $1,001-$15,000 | None (or less than $201)3 |
| (Mutual Fund) JMVSX-JPMORGAN MID CAP VALUE SELECT CL | $1,001-$15,000 | None (or less than $201) |
| (Mutual Fund) GGOAX-GOLDMAN SACHS GROWTH OPPTYS CL A | $1,001 -515,000 | None (or less than $201) |
| (Mutual Fund) IGFFX-INTERNATIONA GROWTH & INCOME CL F2 | $15,001-$50,000 | $201 - $1,000 |
| (Mutual Fund) JVLIX-JOHN HANCOCK DISCIPLINED VALUE CL 1 | $15,001-550,000 | S201 -S1.000 |
| (Mutual Fund) PGBOX-JPMORGAN CORE BOND CL A | $15,001-$50,000 | $201 -$1,000 |
| (Mutual Fund) SBPYX-CLEARBRIDGE SMALL CAP GROWTH CL 1 | $1,001-515,000 | None (or less than S201) |
| (Mutual Fund) MXFIX-MAINSTAY FLOATING RATE CL 1 | $1,001-515,000 | $201 -$1,000 |
| (Mutual Fund) FUNYX-PIONEER FUNDAMENTAL GROWTH CL Y | $15,001-$50,000 | None (or less than $201) |
| (Mutual Fund) TRBOX-T ROWE PRICE BLUE CHIP GROWTH | $15,001-$50,000 | None (or less than $201) |
| (Mutual Fund) TGBAX-TEMPLETON GLOBAL BOND ADVISOR CL | $1,001-515,000 | $201 - $1.000 |
| (Mutual Fund) DRISX-FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE INSTL CL | $1,001-$15,000 | None (or less than $201) |
| (Cash) | $1,001-$15,000 | None (or less than $201) |
| (IRA) D A DAVIDSON AND CO | ||
| (ETF) VTV-VANGUARD VALUE ETF | $1,001-515.000 | $201 -$1,000 |
| (Mutual Fund) AIIEX-INVESCO INTL GROWTH CL A | $1,001-515.000 | None (or less than $201) |
| (Mutual Fund) IGFFX-INTERNATIONAL GROWTH & INCOME CL F2 | $1,001-515.000 | $201 -$1,000 |
| (Mutual Fund) JVLIX-JOHN HANCOCK DISCIPLINED VALUE CL 1 | $15,001-550,000 | $201 -$1,000 |
| (Mutual Fund) SBPYX-CLEARBRIDGE SMALL CAP GROWTH CL 1 | $1,001-515,000 | None (or less than $201) |
| (Mutual Fund) FUNYX-PIONEER FUNDAMENTAL GROWTH CL Y | $1,001-515.000 | None (or less than $201) |
| (Mutual Fund) TRBCX-T ROWE PRICE BLUE CHIP GROWTH | $1,001-$15,000... | None (or less than $201) |
| (Mutual Fund) DRISX-FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE INSTL CL | 51.001-515.000 | None (or less than $201) |
| (Cash) | $1,001-S15.000 | None (or less than $201) |
| (S) (IRA) D A DAVIDSON AND CO | ||
| (Mutual Fund) MXFIX-MAINSTAY FLOATING RATE CL 1 | $1,001-S15.000 | None (or less than $201) |
| (Mutual Fund) IKBOX-I KOWb PRICE BLUE CHIP GROWTH | $15,001-$50,000 | None (or less than $201) |
| (Mutual Fund) TGBAX-TEMPLETON GLOBAL BOND ADVISOR CL | $1,001-$15,000 | None (or less than $201) |
| (Mutual Fund) THIIX-THORNBURG LTD TERM INCOME CL 1 | $1,001-$15,000 | None (or less than $201) |
| (Mutual Fund) DRISX-FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE INSTL CL | $1,001-$15,000 | None (or less than $201) |
| (Mutual Fund) FPNIX-FPA NEW INCOME | $1,001-$15,000 | $201 -$1,000 |
| (Mutual Fund) HDGIX-HARTFORD DIVIDEND & GROWTH CL 1 | $15,001-S50.000 | $201 -$1,000 |
| (Mutual Fund) PGBOX-JPMORGAN CORE BOND CL A | $1,001-$15,000 | $201 -$1,000 |
| (Mutual Fund) LXIEX-LAZARD INTL EQUITY INSTL CL | $1,001-$15,000 | None (or less than $201) |
| (Mutual Fund) SBPYX-CLEARBRIDGE SMALL CAP GROWTH CL 1 | $1,001-$15,000 | None (or less than $201) |
| (Cash) | 51,001-$15,000 | None (or less than $201) |
| (J) (Other Investment Vehicle) INVESTMENT BROKERAGE ACCOUNT (This is a "managed assets" account in which I have no say or knowledge of what is being purchased or sold or when and is managed based on a fee (rather than commission) based on return resulting from the brokerage's "management.") | ||
| (Mutual Fund) FPNIX-FPA NEW INCOME | $1,001-S15,000 | None (or less than $201) |
| (Mutual Fund) HDGIX-HARTFORD DIVIDEND & GROWTH | $1,001-515,000 | None (or less than $201) |
| (Mutual Fund) PGBOX-JPMORGAN CORE BOND CL A | $1,001-S15,000 | None (or less than $201) |
| (Mutual Fund) LZIEX-LAZARD INTL EQUITY INSTL CL | $1,001-515.000 | None (or less than $201) |
| (Mutual Fund) SBPYX-CLEARBRIDGE SMALL CAP GROWTH CL 1 | $1,001-S 15,000 | None (or less than $201) |
| (Mutual Fund) MXFIX-MAINSTAY FLOATING RATE CL 1 | $1,001-515,000 | None (or less than $201) |
| (Mutual Fund) TRBCX-T ROWE PRICE BLUE CHIP GROWTH | $1,001-515,000 | None (or less than $201) |
| (Mutual Fund) TGBAX-TEMPLETON GLOBAL BOND ADVISOR CL | $1,001-515,000 | None (or less than $201) |
| (Mutual Fund) THIIX-THORNBURG LTD TERM INCOME CL 1 | S1.001-$15,000 | None (or less than $201) |
| (Mutual Fund) DRISX-FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE INSTL CL | $1,001-$15,000 | None (or less than $201) |
| (Cash) | None (or less than$1,001) | None (or less than $201) |
Do you know something about David A. Mihalic? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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