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 Shulkin departed March 28, 2018
Veterans Affairs (joined: Feb. 13, 2017)
Secretary | Financial Disclosure »
Former Positions Outside Government
- Alpha Sights Inc Industry Interviewee
- Atlantic Accountable Care Organization President and Board Member
- Atlantic Health System President, Morristown Medical Center
- Care New England Consultant for Case Review
- Coleman Research Group Industry Interviewee
- Control Rad, Inc Board Member
- Data Driven Delivery Systems Board Member
- Foundation of the Morristown Medical Center Board Member
- Francisco Partners Advisory Board Member
- Guidepoint Global Industry Interviewee
- HIRC Industry Interviewee
- Health Advance Industry Interviewee
- Health, Education, and Research Trust Senior Fellow
- Hutchinson Biofilm Medical Solutions Ltd Advisory Board Member
- Institute of Population Health Faculty member
- Jefferson Medical College Professor of Medicine
- Journal of Healthcare Quality Editorial Board
- Journal of Population Health Management Editorial Board
- Mendham Investment Group Participant
- Merle Bari MD and Associates Inc Vice President/Treas urer
- Mt. Sinai School of Medicine Professor of Medicine
- New Jersey Council of Teaching Hospitals Chairman of the Board
- Open Doctor Inc Advisory Board Member
- Optimus Accountable Care Orgaization Board Member
- Primary Care Partners of Atlantic Health System President and Board Member
- Qualcare Inc Board Member
- Riverside Partners LLC Advisory Board Member
- Rowan University School of Osteopathic Medicine, Institute of Postgraduate Training Board Member
- SpectraMD Advisory Board Member
- Stonebrook Risk Solutions Advisory Board Member
- United Healthcare Advisory Board Member
- e-health International Group Advisory Board Member
Former Compensation Sources
- Atlantic Health System Employee pay prior to federal employment
- Burns White Services for review of legal cases prior to federal employment
- Community Hospital Alternative forRisk Services for review of legal cases prior to federal employment
- Control Rad Inc Board member duties prior to federal employment
- Francisco Partners Advisory Board Services prior to federal employment
- Geisinger Health System Services for review of legal cases prior to federal employment
- Gross McGinley Services for review of legal cases prior to federal employment
- Harrington Law Services for review of legal cases prior to federal employment
- Hutchinson Biofil Medical Solutions Ltd Advisory services prior to federal employment
- McCumber Daniels Services for review of legal cases prior to federal employment
- Merle Bari MD and Associates Inc Payment for services prior to federal employment
- Moses Taylor Hospital Services for review of legal cases prior to federal employment
- Peoples Security Insurance Services for review of legal cases prior to federal employment
- Pinnacle Health Services for review of legal cases prior to federal employment
- United Central Pennsylvania Insurance Services for review of legal cases prior to federal employment
Employment Assets
| Description | Value | Income |
|---|---|---|
| Control Rad, Inc. (radiation reduction technology) vested stock options (value not readily ascertainable; 56,647 vested shares, strike price $0.06, expiration 11/1/2022) | None (or less than $201) | |
| SpectraMD, Inc. (medical outcomes software), vested stock options (value not readily ascertainable, 40,000 shares; strick price $0.01, 10 yr exp) | None (or less than $201) | |
| Atlantic Health Met Life Employee 403B (Metlife Strategic Value Annuity (fixed option)) | $50,001 - $100,000 | $1,001 - $2,500 |
| Atlantic Health Met Life System 403B (Metlife Strategic Value Annuity (fixed option)) | $50,001 - $100,000 | $1,001 - $2,500 |
| Electrocore Inc (nerve therapy) vested stock options (value not readily ascertainable; 5,000 vested shares, strike price $2.75, no defined expiration date) | None (or less than $201) | |
| ImaCor, Inc. (cardiac devices) vested stock options (value not readily ascertainable, 30,000 vested shares, strike price $0.03, 10 yr exp.) | None (or less than $201) | |
| Atlantic Health System 403 B Plan (fixed rate instrument) | $100,001 - $250,000 | $5,001 - $15,000 |
| Data Driven Delivery Systems Stock (physician documentation company) | None (or less than $1,001) | $100,001 - $1,000,000 |
| Control Rad Inc. (radiation reduction technology) stock | $100,001 - $250,000 | None (or less than $201) |
| Questions Patients Need to Ask: Getting the Best Healthcare (Xlibris, Corp.) (value not readily ascertainable) | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. bank account #1 (cash) | $15,001 - $50,000 | $201 - $1,000 |
| U.S. bank account #2 (cash) | $50,001 - $100,000 | $1,001 - $2,500 |
| U.S. bank account #3 (cash) | $500,001 - $1,000,000 | $1,001 - $2,500 |
| U.S. bank account #4 (cash) | $500,001 - $1,000,000 | $5,001 - $15,000 |
| U.S. bank account #5 (cash) | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #6 (cash) | $500,001 - $1,000,000 | $2,501 - $5,000 |
| U.S. bank account #7 (cash) | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank account #8 (cash) | $1,001 - $15,000 | None (or less than $201) |
| EverbankWorld Markets CD-tracks gold | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #9 (cash) | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
| U.S. bank account #10 (cash) | $15,001 - $50,000 | $2,501 - $5,000 |
| Amazon.com Inc. | $15,001 - $50,000 | None (or less than $201) |
| Powershares Commodity Index | $1,001 - $15,000 | None (or less than $201) |
| I shares S and P Commodity Index | $1,001 - $15,000 | None (or less than $201) |
| Nabors Industries Ltd | $1,001 - $15,000 | None (or less than $201) |
| Powershares Global Water ETF Trust G (PIO) | $1,001 - $15,000 | None (or less than $201) |
| Powershares ETF TR II S and P SMCP Low Volatility XSLV | $1,001 - $15,000 | None (or less than $201) |
| Patterson UTI Energy | $1,001 - $15,000 | None (or less than $201) |
| Royal Dutch Shell PLC ADR | $1,001 - $15,000 | None (or less than $201) |
| Royal Bank of Canada (no longer held) | None (or less than $1,001) | None (or less than $201) |
| Bank of America stock Cap TR XIV Fixed to FLTG RT Hybrid Bond | $50,001 - $100,000 | $2,501 - $5,000 |
| Mellon Capital IV stock Fix to FLTG Bond | $1,001 - $15,000 | $201 - $1,000 |
| NELNET Inc Fixed to Fltg CAP Efficient Bond | $1,001 - $15,000 | $201 - $1,000 |
| Fifth Third Bancorp stock Dep SHS REPSTG (no longer held) | None (or less than $1,001) | $2,501 - $5,000 |
| Everbank CD - tracks Metals | $1,001 - $15,000 | None (or less than $201) |
| PA 529 Conservative Income Portfolio Fund | $1,001 - $15,000 | None (or less than $201) |
| MFS INTL NEW DISCOVERY CL 1 | $50,001 - $100,000 | $201 - $1,000 |
| Russell R Global Equity CLS | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard II Mid CAP Index Admiral CL | $50,001 - $100,000 | $1,001 - $2,500 |
| GUAM PWR Auth Rev Ser A bond | $15,001 - $50,000 | $201 - $1,000 |
| Pennsylvania St TPK CommN TPK REV SUB SER B bond | $50,001 - $100,000 | $2,501 - $5,000 |
| Denver CO City and CNTY AROT REV RFDG SYS SERV B B/E bond | $100,001 - $250,000 | $2,501 - $5,000 |
| New York City HSG DEV CORP MULTFAM HSG REV SER F B/E bond | $50,001 - $100,000 | $1,001 - $2,500 |
| New York City, NY bond | $50,001 - $100,000 | $2,501 - $5,000 |
| Bank of America stock CAP TR XIV PFD HYBRID INCOME TERM NOTE | $50,001 - $100,000 | $2,501 - $5,000 |
| BANK AMERICA CORP stock DEP SHS REPSTG 1/25th preferred level debt | $50,001 - $100,000 | $5,001 - $15,000 |
| CITIGROUP Inc stock 1/25th Perpetual NON CUML FXD preferred level debt | $50,001 - $100,000 | $5,001 - $15,000 |
| FIFTH THIRD BANCORP DEP SHS REPSTG 1/25th preferred level debt (no longer held) | None (or less than $1,001) | $5,001 - $15,000 |
| FIFTH THIRD BANCORP SR NOTE FXD/VAR CPN (no longer held) | None (or less than $1,001) | $2,501 - $5,000 |
| GOLDMAN SACHS GROUP INC stock | $100,001 - $250,000 | $5,001 - $15,000 |
| JP MORGAN CHASE stock DEP SHS REPSTG 1/10th preferred level debt | $50,001 - $100,000 | $2,501 - $5,000 |
| MORGAN STANLEY REPSTG 1/25th NON CUML preferred level debt | $50,001 - $100,000 | $5,001 - $15,000 |
| UBS JERSEY BRANCH EURO ISSUE BOND VAR | $100,001 - $250,000 | $2,501 - $5,000 |
| GOLDMAN SACHS stock CAP II GTD NOTE VAR (no longer held) | None (or less than $1,001) | $2,501 - $5,000 |
| MELLON CAP IV stock NORMAL PFD CAP SECS | $50,001 - $100,000 | $2,501 - $5,000 |
| JP MORGAN CHASE AND CO DEP SHS REPSTG 1/10th preferred level debt (no longer held) | None (or less than $1,001) | None (or less than $201) |
| NELNET CAP EFFICIENT NOTE CENTS VAR | $50,001 - $100,000 | $2,501 - $5,000 |
| GENWORTH FINL INC JR SUB NOTE FXD | $15,001 - $50,000 | $5,001 - $15,000 |
| TRANSCANADA PIPELINES LTD Jr SUB Note | $50,001 - $100,000 | $5,001 - $15,000 |
| BASF | $15,001 - $50,000 | None (or less than $201) |
| Caterpillar INC | $15,001 - $50,000 | $201 - $1,000 |
| DEERE and Company | $15,001 - $50,000 | $201 - $1,000 |
| American Funds AMCAP CL F2 | $15,001 - $50,000 | $1,001 - $2,500 |
| AMERICAN TAX EXCEPT BOND FUND OF AMERICA CL F2 | $250,001 - $500,000 | $5,001 - $15,000 |
| DODGE AND COX GLOBAL STOCK | $15,001 - $50,000 | $201 - $1,000 |
| Eagle Small Cap Growth CL | $15,001 - $50,000 | $1,001 - $2,500 |
| FRANKLIN FEDERAL INTERMEDIATE TERM TAX FREE INCOME ADVISOR | $250,001 - $500,000 | $5,001 - $15,000 |
| American INTERNATIONAL GROWTH AND INCOME CL F2 | $100,001 - $250,000 | $2,501 - $5,000 |
| MFS INTL NEW DISCOVERY CL | $1,001 - $15,000 | None (or less than $201) |
| American NEW PERSPECTIVE CL F2 | $15,001 - $50,000 | $201 - $1,000 |
| NORTHERN SMALL CAP VALUE | $1,001 - $15,000 | None (or less than $201) |
| OPPENHEIMER DEVELOPING MARKETS CLY | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD MORGAN GROWTH ADMIRAL | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD MID CAP VALUE INDEX ADMIRAL | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD INTERMEDIATE TERM TAX EXEMPT ADMIRAL | $50,001 - $100,000 | $1,001 - $2,500 |
| TRAVIS COUNTY TX WTR CTL AND IMO DIST 17 bond | $1,001 - $15,000 | $201 - $1,000 |
| Pro Variable Annuity- Allianz Life AZL Small Cap Stock Index Fund Cl 2 | $1,001 - $15,000 | None (or less than $201) |
| Pro Variable Annuity Allianz Life AZL Morgan Stanley Global Real Estate Fund | $1,001 - $15,000 | None (or less than $201) |
| ProVariable Annuity Fund Allianz Life AZL NJF International Value Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| Pro Variable Annuity Fund Allianz Life AZL Oppenheimer Discovery Fund | $1,001 - $15,000 | None (or less than $201) |
| Pro Variable Annuity Fund Allianz Life AZL Russell 1000 Value Index | $15,001 - $50,000 | $1,001 - $2,500 |
| Pro Variable Annuity Allianz Life Fund Clearbridge Variable Aggressive Growth | $15,001 - $50,000 | $1,001 - $2,500 |
| Pro Variable Annuity Allianz Life Fund Fidelity VIP Mid CAP Portfolio | $1,001 - $15,000 | $201 - $1,000 |
| Pro Variable Annuity Allianz Life Fund PIMCO VIT Commodity Real Return | $1,001 - $15,000 | $201 - $1,000 |
| Pro Variable Annuity Allianz Life Fund Invesco VI American Value | $15,001 - $50,000 | $1,001 - $2,500 |
| Pro Variable Annuity Allianz Life Fund MFS VIT Total Return Bond Portfolio | $15,001 - $50,000 | $201 - $1,000 |
| Pro Variable Annuity Allianz Life Fund PIMCO VIT Low Duration Portfolio | $15,001 - $50,000 | $1,001 - $2,500 |
| Pro Variable Annuity Allianz Life Fund PIMCO VIT Unconstrained Bond Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| Pro Variable Annuity Allianz Life Fund Templeton Global Bond VIP Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| PriceFalls Inc (on-line retail marketplace) | $15,001 - $50,000 | None (or less than $201) |
| Everbank CD tracks Diversified Metals 5 Year | $1,001 - $15,000 | None (or less than $201) |
| Allianz Life Variable Franklin High Income VIP Fund | $1,001 - $15,000 | $201 - $1,000 |
| Allianz Life Variable Templeton Global Bond VIP Fund | $15,001 - $50,000 | $2,501 - $5,000 |
| T. Rowe Price Retirement 2040 R | None (or less than $1,001) | None (or less than $201) |
| American Funds Europacific GR R3 | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan High Yield A | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Total Return R | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard Inflation Protected Secs Adm | $1,001 - $15,000 | $201 - $1,000 |
| Met Life GTS Fixed Account | $50,001 - $100,000 | $1,001 - $2,500 |
| T. Rowe Price Retirement 2020 R | $1,001 - $15,000 | $201 - $1,000 |
| T Rowe Price Retirement 2040 R | $1,001 - $15,000 | $201 - $1,000 |
| American Funds Fundamental Invs R3 | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Index 500 Fund | $1,001 - $15,000 | None (or less than $201) |
| Met Life GTS Fixed Account | $100,001 - $250,000 | $2,501 - $5,000 |
| Janus Balanced CL | $1,001 - $15,000 | $201 - $1,000 |
| Loomis Sayles Bond Fund | $1,001 - $15,000 | $201 - $1,000 |
| Blackrock Strategic Income Opportunity | $250,001 - $500,000 | $5,001 - $15,000 |
| Dodge and Cox International Stock | $15,001 - $50,000 | $201 - $1,000 |
| Dreyfus/Standish Global Fixed Income C | $100,001 - $250,000 | $5,001 - $15,000 |
| American Funds International Growth and Income CL | $1,001 - $15,000 | $201 - $1,000 |
| PIMCO Income CL | $50,001 - $100,000 | $2,501 - $5,000 |
| Vanguard Mid Cap Value Index Adm | $1,001 - $15,000 | $201 - $1,000 |
| American Capital World Bond Fund | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity Advisor Mid Cap II Institutional | $1,001 - $15,000 | None (or less than $201) |
| American Funds New World CL F2 | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer International Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Value Index Value Admiral | $100,001 - $250,000 | $5,001 - $15,000 |
| American Funds Europacific Growth CL F2 | $1,001 - $15,000 | None (or less than $201) |
| American Funds International Growth and Income | $1,001 - $15,000 | None (or less than $201) |
| American Funds New Perspecitve CL F2 | $1,001 - $15,000 | None (or less than $201) |
| Northern Small Cap Value | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer Global CL Y | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Income | $1,001 - $15,000 | $201 - $1,000 |
| Anhueuser Busch Debenture CPN | $1,001 - $15,000 | None (or less than $201) |
| AOL Time Warner CPN note | $1,001 - $15,000 | None (or less than $201) |
| Capital One Finl Corp Sub Note | $1,001 - $15,000 | None (or less than $201) |
| CISCO SYS INC SR NOTE | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corp | $1,001 - $15,000 | None (or less than $201) |
| ConocoPhillips Canada FDG CO 1 Note CPN | $1,001 - $15,000 | None (or less than $201) |
| EMBARQ Corp Note CPN | $1,001 - $15,000 | $201 - $1,000 |
| Equity Residential Note CPN | $1,001 - $15,000 | $201 - $1,000 |
| GEN ELEC CAP CORP MEDIUM TERM NOTE | $1,001 - $15,000 | None (or less than $201) |
| McDonalds Corp Medium Term Note | $1,001 - $15,000 | None (or less than $201) |
| Oneok Partners LP SR Note | $1,001 - $15,000 | None (or less than $201) |
| United Health GRP Inc Note | $1,001 - $15,000 | None (or less than $201) |
| VIACOM INC SUB DEBENTURE CPN | $1,001 - $15,000 | $201 - $1,000 |
| XEROX CORP SR NOTE | $1,001 - $15,000 | None (or less than $201) |
| US TREASURY BOND STRIP PRIN PMT | $15,001 - $50,000 | None (or less than $201) |
| US TREASIRY BOND CPN | $1,001 - $15,000 | None (or less than $201) |
| Blackrock Strategic Income Oppty INSTL | $100,001 - $250,000 | $2,501 - $5,000 |
| Dodge and Cox Income DODIX | $15,001 - $50,000 | $2,501 - $5,000 |
| Fidelity Advisor Mid Cap II | $50,001 - $100,000 | None (or less than $201) |
| Oppenheimer Global CL | $1,001 - $15,000 | None (or less than $201) |
| Templeton Glbal Bond Advisor GL | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard Energy Admiral | $50,001 - $100,000 | $2,501 - $5,000 |
| Vanguard REIT Index Admiral | $100,001 - $250,000 | None (or less than $201) |
| FED National Mtg Assn Benchmark Note | $1,001 - $15,000 | $201 - $1,000 |
| US Treasury Bond Note CPN | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Commodity Real Return Strategy | $50,001 - $100,000 | $1,001 - $2,500 |
| Dodge and Cox Global Stock | $1,001 - $15,000 | None (or less than $201) |
| Dodge and Cox Income | $1,001 - $15,000 | $201 - $1,000 |
| Dreyfus Standish Global Fixed Income | $1,001 - $15,000 | $201 - $1,000 |
| Franklin High Income Advisor | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Mid Cap Growth Select CL | $1,001 - $15,000 | None (or less than $201) |
| Metropolitan West Total Return Bond | $1,001 - $15,000 | None (or less than $201) |
| Oakmark International Small Cap | $1,001 - $15,000 | None (or less than $201) |
| Templeton Global Bond Advisor CL | $1,001 - $15,000 | $201 - $1,000 |
| American AMCAP CL F2 | $1,001 - $15,000 | None (or less than $201) |
| Blackrock Strategic Income OppTy | $1,001 - $15,000 | $201 - $1,000 |
| DFA US Small Cap Instl | $1,001 - $15,000 | None (or less than $201) |
| DFA Intl Value INSTL | $1,001 - $15,000 | None (or less than $201) |
| DFA INTL Real Estate SECS | $1,001 - $15,000 | None (or less than $201) |
| Vanguard REIT Index Adm | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Mid Cap Value Index Adm | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Short-Term Investment-Grade | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Value Index Admiral | $1,001 - $15,000 | None (or less than $201) |
| State of Israel Bonds (no longer held) | None (or less than $1,001) | $1,001 - $2,500 |
| AXA Whole Life Insurance Policy | $500,001 - $1,000,000 | $201 - $1,000 |
| AXA Whole Life Insurance Policy | $500,001 - $1,000,000 | None (or less than $201) |
| Franklin Templeton High Yield Tax Free Income | $250,001 - $500,000 | $5,001 - $15,000 |
| Vanguard Limited Term Tax Ex Adm | $250,001 - $500,000 | $2,501 - $5,000 |
| Vodafone | $1,001 - $15,000 | None (or less than $201) |
| Pro Variable Allianz Life Franklin High Income VIP Fund | $1,001 - $15,000 | $201 - $1,000 |
| Pro Variable Allianz Life Fidelity VIP Emerging Markets | $1,001 - $15,000 | $201 - $1,000 |
| Marathon Oil Corp 6.6% Bond | $1,001 - $15,000 | None (or less than $201) |
| Federal National Mortgage Corp 5.375% Bond | $1,001 - $15,000 | None (or less than $201) |
| Federal National Mortgage Corp 6.625% Bond | $1,001 - $15,000 | None (or less than $201) |
| Wayfair stock | $15,001 - $50,000 | None (or less than $201) |
| Wells Fargo and Co stock | $100,001 - $250,000 | $2,501 - $5,000 |
| METlife Inc. stock | $100,001 - $250,000 | $2,501 - $5,000 |
| Prudential Financial Inc Bond | $100,001 - $250,000 | $2,501 - $5,000 |
| Voya Bond | $100,001 - $250,000 | $2,501 - $5,000 |
| XL Group Plc | $100,001 - $250,000 | $2,501 - $5,000 |
| Bank of America Corp Bond | $15,001 - $50,000 | $201 - $1,000 |
| ING US Inc JR Sub Note FXD/VAR CPN (no longer held) | None (or less than $1,001) | $5,001 - $15,000 |
| XL CATLIN INS CO | $100,001 - $250,000 | $5,001 - $15,000 |
| Thornburg LTD Term Municipal Fund Class I LTMIX | $100,001 - $250,000 | $2,501 - $5,000 |
| Vanguard Market Neutral Investor | $100,001 - $250,000 | None (or less than $201) |
| American International Growth and Income CL F2 | $1,001 - $15,000 | $201 - $1,000 |
| AQR Managed Future Strategy | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Advisor Mid Cap II | $1,001 - $15,000 | $201 - $1,000 |
| Boston Partners Long Short Research | $50,001 - $100,000 | None (or less than $201) |
| Vanguard Energy | $1,001 - $15,000 | None (or less than $201) |
| Franklin High Income Advisor CL | $1,001 - $15,000 | $201 - $1,000 |
| Allianz Variable Annuity Global Equity Index Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| Allianz Variable Annuity Pyramis Total Bond Fund Class 2 | $1,001 - $15,000 | $201 - $1,000 |
| Allianz Variable Annuity Global Equity Index Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| Allianz Variable Annuity Morgan Stanley Global Real Estate Cl 2 | $1,001 - $15,000 | None (or less than $201) |
| Allianz Variable Annuity Pyramis Total Bond Fund Cl 2 | $1,001 - $15,000 | $201 - $1,000 |
| Allianze Variable Annuity Russell 1000 Value Index Fund Cl 2 | $15,001 - $50,000 | $1,001 - $2,500 |
| Allianz Variable Annuity AZL Small Cap Stock Index Fund Cl 2 | $1,001 - $15,000 | None (or less than $201) |
| Allianz Variable Annuity Clearbridge Variable Aggressive Growth | $15,001 - $50,000 | $1,001 - $2,500 |
| Allianz Variable Annuity Invesco V.I. American Value | $15,001 - $50,000 | $1,001 - $2,500 |
| Allianz Variable Annuity MFS VIT Total Return Bond Portfolio | $15,001 - $50,000 | $201 - $1,000 |
| Allianz Variable Annuity PIMCO VIT Low Duration Portfolio | $15,001 - $50,000 | $1,001 - $2,500 |
| Allianz Variable Annuity PIMCO VIT Unconstrained Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| M&T Bank Corp. stock | $50,001 - $100,000 | $2,501 - $5,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Hutchinson Biofilm Medical Solutions Ltd | Radnor, Pennsylvania | For my work as an advisory board member prior to my appointment to a position at VA, my agreement with the company grants me stock options equal to .17% of the company once the options are issued. | June 16, 2015 |
| SpectraMD | East Windsor, New Jersey | Will retain vested stock options awarded prior to the start of my work at VA. 40,000 shares at $0.01. | April 16, 2012 |
| Control Rad, Inc | Radnor, Pennsylvania | Will retain stock and vested stock options awarded prior to the start of my work at VA. 56,647 stock options, $0.06/share; fully vested, expiration 11/1/22. | April 16, 2013 |
| Atlantic Health System 403 B Holdings (No further contributions have been made since I left Altantic Health System on July 2, 2015) | Morristown, New Jersey | I maintain this account but no further contributions have been made to it following my resignation from Atlantic Heath System on July 2, 2015. | Jan. 16, 2010 |
| Electrocore Inc | Morris Plaints, New Jersey | Will retain vested stock options awarded prior to the start of my work at VA. 5,000 units at $2.75/unit. | May 16, 2012 |
| ImaCor, Inc. | Garden City, New York | Will retain vested stock options awarded prior to the start of my work at VA. 30,000 shares at $0.03 that were granted 7/11/12. Fifty percent vested on 7/11/14, 25% 7/11/15 and 25% 7/11/16. Ten year expiration. | July 16, 2012 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Merle Bari MD and Associates Inc (dermatology practice) | $100,001 - $250,000 | Salary and s- corp income | |
| Merle Bari MD and Associates SEP IRA | |||
| AQR Managed Futures Strategy Fund Class I | $100,001 - $250,000 | $1,001 - $2,500 | |
| BlackRock Funds II, Strategic Income Opportunities | $50,001 - $100,000 | $201 - $1,000 | |
| Boston Partners Long/Short Research Fd Insti Cl | $250,001 - $500,000 | $1,001 - $2,500 | |
| Dreyfus/Stadish Global Fixed Income Fund Class I | $15,001 - $50,000 | $201 - $1,000 | |
| PIMCO Income Fund P Class | $15,001 - $50,000 | $1,001 - $2,500 | |
| Templeton Global Bond Fund Advisor Class | $1,001 - $15,000 | $1,001 - $2,500 | |
| Vanguard Market Neutral Fund Investor Shares | $100,001 - $250,000 | None (or less than $201) | |
| Vanguard Mid-Cap Value Index Fd Admiral | $1,001 - $15,000 | $201 - $1,000 |
Do you know something about David Shulkin? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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