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.
Shea Public Strategies LLC (public policy consulting)
None (or less than $1,001)
$328,039
Wells Fargo Absolute Return Fund (WARAX)
$15,001 - $50,000
$201 - $1,000
BlackRock Global Allocation Fund (MALOX)
$15,001 - $50,000
None (or less than $201)
Columbia Thermostat Fund (COTZX)
$15,001 - $50,000
$201 - $1,000
First Eagle Global Fund (SGIIX)
$15,001 - $50,000
None (or less than $201)
Permanent Portfolio (PRPFX)
$15,001 - $50,000
None (or less than $201)
Loomis Sayles Global Equity and Income Fund (LSWWX)
$15,001 - $50,000
$201 - $1,000
FPA Crescent Fund (FPACX)
$15,001 - $50,000
None (or less than $201)
US bank #1 cash account
$1,001 - $15,000
None (or less than $201)
T. Rowe Price Retirement 2025 Fund (TRRHX)
$100,001 - $250,000
$2,501 - $5,000
T. Rowe Price Retirement Balanced Fund (RRTIX)
$15,001 - $50,000
None (or less than $201)
Vanguard Instutional Index Fund (VIIIX)
$15,001 - $50,000
$201 - $1,000
Vanguard Morgan Growth Fund (VMRGX)
$15,001 - $50,000
None (or less than $201)
Vanguard PRIMECAP Fund (VPMCX)
$100,001 - $250,000
$201 - $1,000
US bank #2 cash account
$1,001 - $15,000
None (or less than $201)
Other Income/Assets
Description
Value
Income
iShares Russell 1000 Growth Index ETF (IWF)
$50,001 - $100,000
None (or less than $201)
iShares Russell 1000 Value Index ETF (IWD)
$15,001 - $50,000
$1,001 - $2,500
iShares Russell 2000 Growth Index ETF (IWO)
$1,001 - $15,000
None (or less than $201)
iShares Russell 2000 Value Index ETF (IWN)
$1,001 - $15,000
None (or less than $201)
iShares Russell Mid-Cap Growth Index ETF (IWP)
$1,001 - $15,000
None (or less than $201)
iShares Russell Mid-Cap Value Index ETF (IWS)
$1,001 - $15,000
$201 - $1,000
AllianzGI Structured Return Fund (AZIAX)
$15,001 - $50,000
$201 - $1,000
BlackRock High Yield Bond Portfolio (BHYIX)
$1,001 - $15,000
$201 - $1,000
Cohen & Steers Realty Shares Fund (CSRSX)
$15,001 - $50,000
$201 - $1,000
First Eagle Overseas Fund (SGOIX)
$15,001 - $50,000
None (or less than $201)
Janus Henderson Global Equity Income Fund (HFQAX)
$15,001 - $50,000
$1,001 - $2,500
Nuveen Intermediate Duration Municipal Bond Fund (NUVBX)
$15,001 - $50,000
$201 - $1,000
Prudential Jennison MLP Fund (PRPZX)
$1,001 - $15,000
$201 - $1,000
Prudential Jennison Natural Resources Fund (PNRZX)
$1,001 - $15,000
None (or less than $201)
Prudential Short Duration High Yield Income Fund (HYSZX)
$1,001 - $15,000
$201 - $1,000
Tweedy, Browne Global Value Fund (TBGVX)
$15,001 - $50,000
$201 - $1,000
Wells Fargo Short-Term Municipal Bond Fund (WSBIX)
$50,001 - $100,000
$201 - $1,000
BlackRock Global Allocation Fund (MDLOX)
$1,001 - $15,000
None (or less than $201)
Nevada State Street Global Advisors (SSGA) Upromise 529 - SSGA Moderate Portfolio
$15,001 - $50,000
None (or less than $201)
US Savings Bonds
$1,001 - $15,000
None (or less than $201)
US bank #1 cash account
$1,001 - $15,000
None (or less than $201)
Virginia529 CollegeAmerica savings plan
American Funds AMCAP Fund (CAFAX)
$15,001 - $50,000
None (or less than $201)
American Funds Intermediate Bond Fund of America (CBOAX)
$15,001 - $50,000
$201 - $1,000
American Funds EuroPacific Growth Fund (CEUAX)
$15,001 - $50,000
$201 - $1,000
American Funds Washington Mutual Investors Fund (CWMAX)
$15,001 - $50,000
$201 - $1,000
American Funds American High-Income Trust (AHITX)
$1,001 - $15,000
None (or less than $201)
US bank #2 cash account
$15,001 - $50,000
None (or less than $201)
Victory Munder Multi Cap Fund (MNNAX)
$1,001 - $15,000
None (or less than $201)
Employment Agreements and Arrangements
Employer or Party
City, State
Status and Terms
Date
Pitney Bowes
Stamford, Connecticut
I will continue to participate in this defined contribution plan. The firm has not made any contributions since my separation.
April 16, 2007
National Republican Senatorial Committee
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The firm has not made any contributions since my separation.
April 16, 2005
Young & Rubicam
New York, New York
I will continue to participate in this defined contribution plan. The firm has not made any contributions since my separation.
Sept. 16, 1998
Shea Public Strategies LLC
Alexandria, Virginia
Upon confirmation, I will file the necessary paperwork to dissolve my company, Shea Public Strategies LLC. Any outstanding client fees will be fixed as of the date of my confirmation, and final payments will be made within 30 days of my confirmation.
April 16, 2009
Liabilities
Creditor Name
Creditor Type
Amount
Rate
Year Incurred
USAA
Mortgage on Personal Residence
$250,001 - $500,000
3.0%
2013
USAA
Exercised Line of Credit
$50,001 - $100,000
3.15% (variable)
2007
Spouse's Employment Assets
Description
Value
Income Type
Income Amount
BlackRock Global Allocation Fund (MDLOX)
$1,001 - $15,000
None (or less than $201)
Columbia Thermostat Fund (COTZX)
$1,001 - $15,000
None (or less than $201)
Loomis Sayles Global Equity and Income Fund (LSWWX)
$1,001 - $15,000
None (or less than $201)
Permanent Portfolio (PRPFX)
$1,001 - $15,000
None (or less than $201)
Wells Fargo Absolute Return Fund (WARAX)
$1,001 - $15,000
None (or less than $201)
First Eagle Global Fund (SGIIX)
$1,001 - $15,000
None (or less than $201)
FPA Crescent Fund (FPACX)
$1,001 - $15,000
None (or less than $201)
Omnicom Group Inc stock (OMC)
$15,001 - $50,000
None (or less than $201)
USAA S&P 500 Index Fund (USSPX)
$1,001 - $15,000
None (or less than $201)
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX)
$15,001 - $50,000
$201 - $1,000
William Blair Small-Mid Cap Growth Fund (WSMDX)
$15,001 - $50,000
$201 - $1,000
Fidelity Diversified International Fund (FDIKX)
$1,001 - $15,000
None (or less than $201)
Fidelity Contrafund (FCNKX)
$15,001 - $50,000
$201 - $1,000
American Beacon Large Cap Value Fund (ABLYX)
$15,001 - $50,000
$201 - $1,000
Mutual of America Deutsche Variable Series I Capital Growth VIP
$1,001 - $15,000
None (or less than $201)
Mutual of America Fidelity VIP Contrafund Potfolio
$15,001 - $50,000
None (or less than $201)
Shea PR & Promotion LLC
None (or less than $1,001)
consulting fees
US bank cash account
$1,001 - $15,000
None (or less than $201)
Do you know something about Dennis Shea? Send us an email at [email protected] or send a Signal message to 347-244-2134.