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David Bohigian

Treasury (joined: Jan. 23, 2017)

Special Advisor | $134,789-$164,200* | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Pluribus Ventures LLC (Consulting) $357,210
IRA D 821
Cash (held in US account) $100,001 - $250,000 None (or less than $201)
IRA D 392
Cash (held in US Account) $15,001 - $50,000 None (or less than $201)
IRA D 393
Cash (held in US Account) $50,001 - $100,000 None (or less than $201)
American Research Capital; finances health research; 25,000 vested Profits Interest Units (value not readily ascertainable) None (or less than $201)

Other Income/Assets

Description Value Income
Family Present Interest Trust
iShares Russell 2000 Growth Index $15,001 - $50,000 None (or less than $201)
iShares Russell Midcap Growth Index $15,001 - $50,000 None (or less than $201)
iShares MSCI EAFE Index $15,001 - $50,000 None (or less than $201)
iShares MSCI Emerging Markets Index $15,001 - $50,000 None (or less than $201)
SPDR S&P 500 ETF $50,001 - $100,000 None (or less than $201)
Plains All American Pipeline, LP $15,001 - $50,000 $201 - $1,000
US Bank Account (cash) $500,001 - $1,000,000 None (or less than $201)
MOST - Missouri's 529 College Savings Plan
Vanguard Total Bond Market II Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Total International Bond Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Institutional Total Stock Market Index Fund $15,001 - $50,000 None (or less than $201)
Vanguard Total International Stock Index Fund $1,001 - $15,000 None (or less than $201)
DC College Savings Plan None (or less than $201)
Calvert Small Cap Fund - DC 529 $100,001 - $250,000 None (or less than $201)
Utah Educational Savings Plan (1)
Vanguard Total Stock Market Index $15,001 - $50,000 None (or less than $201)
Vanguard Developed Market Index $1,001 - $15,000 None (or less than $201)
Vanguard Emerging Market Stock Index $1,001 - $15,000 None (or less than $201)
Vanguard Total Bond Market Index $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Investment-Grade $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Bon $1,001 - $15,000 None (or less than $201)
FDIC Insured Portfolio $1,001 - $15,000 None (or less than $201)
Center Creek Housing Fund I: residential real estate, jacksonville FL (limited partner) $100,001 - $250,000 $15,001 - $50,000
CEEFAM Properties LLC
NuStar Energy LP (stock) $1,001 - $15,000 $201 - $1,000
Buckeye Partners, LP (stock) $1,001 - $15,000 $201 - $1,000
Magellan Midstream Partners LP (stock) $1,001 - $15,000 $201 - $1,000
VIZN energy systems - energy storage/battery company $50,001 - $100,000 None (or less than $201)
Pegasus Bank $1,001 - $15,000 None (or less than $201)
US Brokerage Account C 394
Buckeye Partners, LP $15,001 - $50,000 $1,001 - $2,500
Energy Transfer Partners, LP $15,001 - $50,000 $1,001 - $2,500
Holly Energy Partners, LP $15,001 - $50,000 $1,001 - $2,500
Plains All American Pipeline LP $15,001 - $50,000 $2,501 - $5,000
iShares MSCI Emerging Markets Index $100,001 - $250,000 None (or less than $201)
iShares MSCI EAFE Index $100,001 - $250,000 $2,501 - $5,000
iShares Russel Midcap Growth Index $50,001 - $100,000 $201 - $1,000
iShares Russell Midcap Index $15,001 - $50,000 $201 - $1,000
iShares Russell 1000 Growth Index $100,001 - $250,000 $2,501 - $5,000
iShares Russell 1000 Value Index $100,001 - $250,000 $2,501 - $5,000
iShares Russell 1000 Index $15,001 - $50,000 $201 - $1,000
iShares Russell 2000 Growth Index $15,001 - $50,000 $201 - $1,000
iShares Russell 2000 Value Index $15,001 - $50,000 $201 - $1,000
SPDR S&P 500 $250,001 - $500,000 $5,001 - $15,000
US Brokerage Account 523
NGL Energy Partners LP $1,001 - $15,000 $1,001 - $2,500
Williams Partners LP $15,001 - $50,000 $1,001 - $2,500
Kinder Morgan Inc $15,001 - $50,000 $201 - $1,000
iShares MSCI EAFE Index $1,001 - $15,000 $201 - $1,000
iShares Russell Midcap Index $50,001 - $100,000 $201 - $1,000
iShares Russell 1000 Index $100,001 - $250,000 $1,001 - $2,500
SPDR EURO STOXX 50 $15,001 - $50,000 $1,001 - $2,500
Utah Educational Savings Plan (2)
Vanguard Total Stock Market Index Admiral Shares $15,001 - $50,000 None (or less than $201)
Vanguard Developed Markets Index Admiral $1,001 - $15,000 None (or less than $201)
Vanguard Emerging Market $1,001 - $15,000 None (or less than $201)
Vanguard Total Bond Market Index Admiral Shares $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Investment Grade $1,001 - $15,000 $201 - $1,000
Vanguard Short-Term Bond Index Admiral Shares $1,001 - $15,000 None (or less than $201)
Utah Educational Savings Plan (3)
Vanguard Total Stock $15,001 - $50,000 None (or less than $201)
Vanguard Developed Markets Index Admiral $1,001 - $15,000 None (or less than $201)
Vanguard Emerging Markets Stock Index Admiral Shares $1,001 - $15,000 None (or less than $201)
Vanguard Total Bond Market Index Admiral Shares $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Investment-Grade $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Bond Index Admiral Shares $1,001 - $15,000 None (or less than $201)
MOST-Missouri's 529 College Savings Plan (2)
vanguard institutional total stock market index fund $1,001 - $15,000 None (or less than $201)
Vanguard Total International Bond Index Admiral Shares $1,001 - $15,000 None (or less than $201)
vanguard total bond market II index fund $1,001 - $15,000 None (or less than $201)
Vanguard Total International Bond Index Admiral Shares $1,001 - $15,000 None (or less than $201)
MOST - Missouri's 529 College Savings Plan (1)
Vanguard Institutional Total Stock Market Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Total International Stock Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Total Bond Market II Index Fund $1,001 - $15,000 None (or less than $201)
Vanguard Total International Bond Index Fund $1,001 - $15,000 None (or less than $201)
DC College Savings Plan 2
Calvert College Savings 2019 Portfolio $1,001 - $15,000 None (or less than $201)
Calvert US Total Stock Market Index Portfolio $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
American Research Capital, LLC Seattle, Washington I hold Profits Interest Units in American Research Capital. The company distributes profits in accordance with the Company's Operating Agreement which fully specifies how profits, losses, and distributions are allocated among the members. Profits are allocated strictly in proportion to the number of units held and there is no discretion involved Sept. 16, 2015
Pluribus Ventures, LLC Washington, District of Columbia Pluribus Ventures LLC is a limited liability consulting company which has not conducted business since Jan 19, 2017. Jan. 16, 2013

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
American Express Credit Card $15,001 - $50,000 Paid in Full Every Month 2017
UBS Financial Services, Inc. Line of Credit Exercised Line of Credit $500,001 - $1,000,000 3.5 2016

Spouse's Employment Assets

Description Value Income Type Income Amount
Charter Communication, Inc salary, bonus
Charter Communications, In., stock options, Grant Price 299.61, Options Granted 12009, expiration date 1/17/2027, Vesting Date 1/17/2020, value not readily ascertainable None (or less than $201)
Charter Communications, Inc, Restricted Stock Units, Units Granted 2921, Vesting Date 1/17/2020 $500,001 - $1,000,000 None (or less than $201)
401k Fidelity Cablevision Corpororation
Vanguard S&P Index Fund $50,001 - $100,000 None (or less than $201)
Vanguard Tax-Managed Small-Cap Admiral Shares $1,001 - $15,000 None (or less than $201)
Vanguard Extended Market Index Fund Institutional Plus Shares $15,001 - $50,000 None (or less than $201)
Vanguard Total International Stock Index Fund Institutional Plus Shares $50,001 - $100,000 None (or less than $201)
401k Fidelity for Charter Communications
JPMCB Smart Retirement Passive Blend 2035 Fund $50,001 - $100,000 None (or less than $201)
Cablevision, defined benefit plan $50,001 - $100,000 None (or less than $201)
US Brokerage Account F
Charter Communications, Inc. - Class A Common Stock $500,001 - $1,000,000 None (or less than $201)
AMC Networks Inc. - Class A Common Stock $15,001 - $50,000 None (or less than $201)
Charter Communications Supplemental Deferred Compensation Plan
JPMorgan SmartRetirement Blend 2035 $15,001 - $50,000 None (or less than $201)
State Street Equity 500 Index Fund Class K $15,001 - $50,000 None (or less than $201)
Charter Communications, Inc. Stock Options, Grant Price 242.30, Options Granted 22401, Expiration Date 7/25/2026, Vesting Date 7/25/2019, value not readily ascertainable None (or less than $201)
Charter Communications, Inc. Stock Options, Grant Price 221.25, Options Granted 2457, Expiration Date 6/17/2026, Vesting Date 6/17/2019, value not readily ascertainable None (or less than $201)
Charter Communications, Inc. Stock Options, Grant Price 183.87, Options Granted 14439, Expiration Date 1/15/2026, Vesting Date 1/15/2019, value not readily ascertainable None (or less than $201)
Charter Communications, Inc. Stock Options, Grant Price 175.76, Options Granted 20428, Expiration Date 1/15/2025, Vesting Date 1/15/2018, value not readily ascertainable None (or less than $201)
Charter Communications, Inc. Stock Options, Grant Price 150.88, Options Granted 22185, Expiration Date 1/15/2024, Vesting Date 1/15/2017, value not readily ascertainable None (or less than $201)
Charter Communications, Inc. Stock Options, Grant Price 142.15, Options Granted 13563, Expiration Date 7/08/2023, Vesting Dates 7/8/14, 7/8/15, 7/8/16, 7/8/17, value not readily ascertainable None (or less than $201)
Charter Communications, Inc. Restricted Stock Units, Units Granted 5159, Vesting Date 7/25/19 $1,000,001 - $5,000,000 None (or less than $201)
Charter Communications, Inc. Restricted Stock Units, Units Granted 565, Vesting Date 6/17/19 $100,001 - $250,000 None (or less than $201)
Charter Communications, Inc. Restricted Stock Units, Units Granted 4078, Vesting Date 1/15/19 $1,000,001 - $5,000,000 None (or less than $201)
Charter Communications, Inc. Restricted Stock Units, Units Granted 853, Vesting Date 1/15/18 $250,001 - $500,000 None (or less than $201)
Charter Communications, Inc. Restricted Stock Units, Units Granted 9042, Vesting Date 7/8/17 $500,001 - $1,000,000 None (or less than $201)
IRA C 159
Cash (held in US Account) $1,001 - $15,000 None (or less than $201)

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