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 V. Trulio
Defense (joined: June 13, 2018)
Senior Advisor and Chief of Staff to the Under Secretary of Defense for Policy | Financial Disclosure »
Bio, via LinkedIn:
Leadership and expertise in national security, the international defense business, and law exercised at senior levels in the White House, Pentagon, and interagency community; in two of the world’s largest aerospace & defense companies; and at a leading global law firm. Experience and training that distinctively integrates policy, business, managerial, political, advocacy, and legal knowledge and skills. Specialties: National Security, Business Development, Aerospace and Defense
Former Positions Outside Government
- Artis Corporation Director
- Artis Research Senior Fellow
- Brazil-U.S. Business Council Director
- Center for Cyber and Homeland Security Sr. Fellow (non-resi dent)
- Grand Canyon Partners, Inc. Director
- Lockheed Martin Corporation Employee
- Raytheon Company Employee
- U.S.-Argentina Business Council Lockheed rep to coun cil
- World Affairs Council - Washington, DC Director
Former Compensation Sources
- Lockheed Martin Corporatioin VP, International Government Affairs, Opera tions, and Regional Executive for Latin Ame rica. Supported int'l gov't affairs work of Lockheed Martin.
- Raytheon Company Director of Operations, Raytheon Internatio nal, Inc. Supported Raytheon's internationa l marketing and business development team.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Fidelity Brokeragelink: Raytheon | ||
| Fidelity Select Energy (FSENX) | $15,001 - $50,000 | None (or less than $201) |
| Fidelity Select Gold (FSAGX) | $15,001 - $50,000 | None (or less than $201) |
| First Eagle Overseas Class A (SGOVX) | $15,001 - $50,000 | $201 - $1,000 |
| Akre Focus Fund Retail (AKREX) | $1,001 - $15,000 | None (or less than $201) |
| Tocqueville Gold Fund (TGLDX) | $15,001 - $50,000 | None (or less than $201) |
| IShares Silver TR IShares (SLV) | $1,001 - $15,000 | None (or less than $201) |
| SPDR Gold TR Gold SHS (GLD) | $1,001 - $15,000 | None (or less than $201) |
| Fidelity RAYSIP: Raytheon | ||
| VANG IS TL STK MK IP (VITPX) | $15,001 - $50,000 | None (or less than $201) |
| NT S&P 500 INDEX | $50,001 - $100,000 | None (or less than $201) |
| NT ACWI EX-US IDX DC | $15,001 - $50,000 | None (or less than $201) |
| BROCK GOVT SHRT TERM | $15,001 - $50,000 | None (or less than $201) |
| Voya: Lockheed Martin Savings Plan | ||
| Target Date Fund 2040 | $15,001 - $50,000 | None (or less than $201) |
| Target Date Fund 2045 | $1,001 - $15,000 | None (or less than $201) |
| Lockheed Martin, ESOP | $15,001 - $50,000 | None (or less than $201) |
| Voya Lockheed Martin Capital Accumulation Plan | ||
| Target Date Fund 2040 | $15,001 - $50,000 | None (or less than $201) |
| Voya Lockheed Martin Nonqualified Capital Accumulatio n Plan | None (or less than $201) | |
| Target Date Fund 2040 | $1,001 - $15,000 | $1,139 |
| Morgan Stanley: Lockheed Martin | ||
| Lockeed Martin stock (LMT) | $15,001 - $50,000 | $2,501 - $5,000 |
| Morgan Stanley Wealth Management Cash Account | $1,001 - $15,000 | None (or less than $201) |
| Raytheon Deferred Compensation | ||
| RISP Account | ||
| FIMM Government Portfolio Instl (FRGXX) | $1,001 - $15,000 | None (or less than $201) |
| NTGI S&P 500 Equity Index NL Tier 4 | $1,001 - $15,000 | None (or less than $201) |
| NTGI Russell 2000 Index NL Tier 4 | $1,001 - $15,000 | None (or less than $201) |
| NTGI All Country World Index ex US NL Tier 4 | None (or less than $1,001) | None (or less than $201) |
| Deferral Account Raytheon | ||
| FIMM Fovernment Portfolio Instl - FRGXX | $1,001 - $15,000 | None (or less than $201) |
| NTGI S&P 500 Equity Index NL Tier 4 | $1,001 - $15,000 | None (or less than $201) |
| NTGI Russel 2000 Index NL Tier 4 | $1,001 - $15,000 | None (or less than $201) |
| NTGI All Country World Index ex US NL Tier 4 | $1,001 - $15,000 | None (or less than $201) |
| Lockheed Martin Corporation | $1090000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. Domestic Bank #1 | $250,001 - $500,000 | None (or less than $201) |
| U.S. Domestic Bank #2 | $15,001 - $50,000 | None (or less than $201) |
| U.S. Domestic Bank #3 | $1,001 - $15,000 | None (or less than $201) |
| U.S. Domestic Bank #4 | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Cash Account | $1,001 - $15,000 | None (or less than $201) |
| Fidelity 500 Index Investor Class (FUSEX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity Roth IRA | ||
| Fidelity Select Gold (FSAGX) | $1,001 - $15,000 | None (or less than $201) |
| Tocqueville Gold Fund (TGLDX) | $15,001 - $50,000 | None (or less than $201) |
| Fidelity Traditional IRA | ||
| Fidelity 500 Index Investor Class (FUSEX) | $1,001 - $15,000 | None (or less than $201) |
| ConocoPhillips COM (COP) | $1,001 - $15,000 | $201 - $1,000 |
| Exxon Mobil Corp (XOM) | $1,001 - $15,000 | $201 - $1,000 |
| TDA Brokerage Account | ||
| Barrick Gold Corp (ABX) | $1,001 - $15,000 | None (or less than $201) |
| Denison Mines Corp (DNN) | $1,001 - $15,000 | None (or less than $201) |
| First Majestic Silver Corp (AG) | $1,001 - $15,000 | None (or less than $201) |
| Newmont Mining Corp (NEM) | $1,001 - $15,000 | None (or less than $201) |
| Wheaton Precious Metals Corp (WPM) | $1,001 - $15,000 | None (or less than $201) |
| GlaxoSmithKline plc (GSK) | $1,001 - $15,000 | None (or less than $201) |
| Exxon Mobil Corporation (XOM) | $1,001 - $15,000 | None (or less than $201) |
| ConocoPhillips (COP) | $1,001 - $15,000 | $201 - $1,000 |
| Suncor Energy Inc. (SU) | $15,001 - $50,000 | $201 - $1,000 |
| TD Ameritrade Roth | None (or less than $201) | |
| Duke Energy Holdings Corp (DUK) | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Group Inc (GS) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Traditional IRA Brokerage | ||
| Vanguard Federal Money Market Fund (cash) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Roth IRA | ||
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Equity Income Fund Investor Shares (VEIPX) | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Vanguard Federal Money Market Fund (VMFXX) (cash) | $1,001 - $15,000 | None (or less than $201) |
| Spouse Vanguard Roth IRA | ||
| Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Virginia Invest529: DC #1 - 2030 Portfolio | $15,001 - $50,000 | None (or less than $201) |
| Virginia Invest529 DC 2 2033 Portfolio | $1,001 - $15,000 | None (or less than $201) |
| Virginia Invest529 DC 3 2033 Portfolio | $1,001 - $15,000 | None (or less than $201) |
| Virginia Invest529: 2033 Portfolio DC #1 | $1,001 - $15,000 | None (or less than $201) |
| Virginia Invest529: 2033 Portfolio DC #2 | $1,001 - $15,000 | None (or less than $201) |
| Virginia Invest 529: 2033 Portfolio DC #3 | $1,001 - $15,000 | None (or less than $201) |
| Virginia Invest 529: 2030 Portfolio DC #1 | $1,001 - $15,000 | None (or less than $201) |
| Grand Canyon Partners, Inc. | $15,001 - $50,000 | None (or less than $201) |
| Gold coins | $15,001 - $50,000 | None (or less than $201) |
| Silver coins | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Grand Canyon Partners, Inc. | Phoenix, AZ, USA | Liquidation amount is forthcoming.: $29K loan agreem ent to provide startup capital for this business. Com plete closure & liquidation will be complete by this fall. | July 16, 2015 |
| Raytheon Company | Waltham, MA, USA | Raytheon Company Deferred Compensation Plan: I conti nue to hold this deferred comp plan; neither Raytheon nor I continue to contribute to the plan accounts. S ee Assets. | May 16, 2009 |
| Lockheed Martin Corporation | Bethesda, MD, USA | Severance: I executed an integrated set of agmts in connection with my separation from LM. No future paym ents will be made under the agmts. | May 16, 2018 |
| Lockheed Martin Corporation | Bethesda, MD, USA | Defined contribution: I continue to hold a retiremen t plan identified under Assets. Neither Lockheed nor I continue to contribute to the retirement plan. | Oct. 16, 2016 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Firstmark Services - Student Loan | Loan | $15,001 - $50,000 | 3.13% | 2002 |
| U.S. Department of Education | Loan | $15,001 - $50,000 | 2.625% | 2002 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Spouse Virginia Retirement System (Fairfax County) | $15,001 - $50,000 | None (or less than $201) |
Do you know something about David V. Trulio? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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