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David Christian Tryon Awaiting Senate Confirmation

Small Business Administration

Chief Counsel for Advocacy | Financial Disclosure »

Former Positions Outside Government

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Porter Wright Morris & Arthur capital account $50,001 - $100,000 None (or less than $201)
Traditional IRA
Fidelity Puritan $1,001 - $15,000 $201 - $1,000
Fidelity Dividend Growth $15,001 - $50,000 None (or less than $201)
Roth IRA
Fidelity Growth Company $1,001 - $15,000 None (or less than $201)
Fidelity Dividend Growth $1,001 - $15,000 None (or less than $201)
Porter Wright Morris & Arthur, cash balance pension plan - FAIM 30/70 Pool CL B $15,001 - $50,000 None (or less than $201)
PWMA Partner Plan - 401 (k) plan
Fidelity Mid Cap Portfolio CL 1 $250,001 - $500,000 $5,001 - $15,000
Dodge and Cox Income $15,001 - $50,000 $1,001 - $2,500
Fidelity Capital & Income $50,001 - $100,000 $2,501 - $5,000
Fidelity International Discovery K $15,001 - $50,000 $201 - $1,000
Oakmark Equity and Income Investor Class $100,001 - $250,000 $5,001 - $15,000
Vanguard REIT Index Admiral Shares $15,001 - $50,000 $201 - $1,000
Vanguard Target Retirement 2030 $15,001 - $50,000 $201 - $1,000
Vanguard Wellesley Income Admiral Shares $15,001 - $50,000 $201 - $1,000
Fidelity Government Cash Reserves $50,001 - $100,000 None (or less than $201)
Fidelity Select IT Services $15,001 - $50,000 $1,001 - $2,500
Fidelity Select Consumer Staples Portfolio $15,001 - $50,000 $1,001 - $2,500
Fidelity International Discovery $15,001 - $50,000 $1,001 - $2,500
Fidelity Select Energy $1,001 - $15,000 $1,001 - $2,500
Hennessy Gas Utility Investor Class $15,001 - $50,000 $1,001 - $2,500
TCW Total Return Bond Class N $15,001 - $50,000 $1,001 - $2,500
USAA Intermediate-Term Bond Adv $1,001 - $15,000 $1,001 - $2,500
Porter Wright Morris & Arthur $282,257

Other Income/Assets

Description Value Income
U.S. Bank Account (cash) $100,001 - $250,000 $201 - $1,000
Residential Real Estate, Parma, OH $50,001 - $100,000 $5,001 - $15,000
Family Trust (Other holdings of the Trust are not reportable.)
U.S. Bank Account (cash) $100,001 - $250,000 $1,001 - $2,500
U.S. Bank Account (CD) $15,001 - $50,000 None (or less than $201)
Symetra Annuity (fixed) $100,001 - $250,000 None (or less than $201)
Fidelity UNIQUE College Investing (529) Plan
New Hampshire College Portfolio $15,001 - $50,000 None (or less than $201)
Joint WROS - Fidelity
U.S. Investment Account (cash) $15,001 - $50,000 None (or less than $201)
Fidelity Capital & Income $1,001 - $15,000 $201 - $1,000
Fidelity Growth Company $1,001 - $15,000 $201 - $1,000
Fidelity Equity Dividend Income Fund $50,001 - $100,000 $2,501 - $5,000
Fidelity Europe $1,001 - $15,000 None (or less than $201)
Fidelity New Markets Income $1,001 - $15,000 $201 - $1,000
Fidelity Ohio Municipal Income $15,001 - $50,000 $201 - $1,000
Fidelity Select Telecom $50,001 - $100,000 $2,501 - $5,000
Hennessy Gas Utility Investor Class $15,001 - $50,000 $201 - $1,000
Hennessy Japan Investor Class $1,001 - $15,000 None (or less than $201)
BMO Intermediate Tax Free Class Y $1,001 - $15,000 $201 - $1,000
MSIF Global Franchise Class A $15,001 - $50,000 $1,001 - $2,500
Seafarer Overseas Growth & Income Investor $1,001 - $15,000 $201 - $1,000
Fidelity Deferred Annuity #1
Fidelity VIP Energy $15,001 - $50,000 None (or less than $201)
Fidelity VIP Mid Cap Portfolio $15,001 - $50,000 None (or less than $201)
Fidelity VIP International Capital Appreciation $50,001 - $100,000 None (or less than $201)
Fidelity VIP Technology $50,001 - $100,000 None (or less than $201)
Fidelity Deferred Annuity #2
Fidelity VIP Mid Cap $50,001 - $100,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Porter Wright Morris & Arthur (401(k) plan) Cleveland, Ohio I will roll-over this defined contribution plan following my separation from the firm. Neither I nor the plan will make further contributions. Aug. 16, 1987
Porter Wright Morris & Arthur Cleveland, Ohio Cash Balance Pension Plan - FAIM 30/70 Pool CL B -- Pursuant to the plan's terms, the firm has up to 180 days to rollover the amounts in this plan into another retirement vehicle. However, I will rollover my amount in this plan into another retirement vehicle upon separation. The plan sponsor will not make further contributions after my separation. Aug. 16, 1987
Porter Wright Morris & Arthur (capital account) Cleveland, Ohio My capital account is calculated as of the date of my withdrawal from the firm and is distributed at the end of the year that I leave the firm. It is not a cash distribution. Rather, it is applied to reduce my taxable income for that year dollar for dollar based on the amount in my capital account. Any balance remaining after tax reductions would be allocated to me as a capital loss for the year. Nothing further will be owed to me thereafter. Jan. 16, 2007

Spouse's Employment Assets

Description Value Income Type Income Amount
The Law Offices of LeeDaun C. Williams Independent contracting fees
SEP-IRA -Fidelity Freedom 2040 $1,001 - $15,000 None (or less than $201)
Fidelity ROTH IRA Fidelity Freedom 2030 $1,001 - $15,000 $201 - $1,000
Traditional IRA Fidelity Dividend Growth (This plan is an investment pool that holds the following excepted investment funds as underlying holdings: IShares Core US Aggregate Bond ETF; Vanguard Long-Term Government Bond ETF; Vanguard Short Term Bond ETF; FIAM Global Low Volatility Equity Commingled Pool; IShares MSCI EAFE Index ETF; IShares JPMorgan USD Emerging Markets Bond ETF; IShares Edge MSCI Min Vol USA ETF; IShares Edge MSCI Min Vol Emerging Markets ETF; IShares Edge MSCI Min Vol EAFE ETF; PowerShares Senior Loan ETF; FIAM US Broad Market Index Fund LP; FAIM Treasury Inflation Protected Securities Index Commingled Pool; FIAM Select Emerging Markets Equity Commingled Pool; IShares MSCI EAFE Small-Cap ETF; Cash and Other assets.) $15,001 - $50,000 $201 - $1,000

Do you know something about David Christian Tryon? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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