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Eric Stein

Treasury (joined: Jan. 24, 2017)

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

Former Positions Outside Government

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Chesapeake Energy 5.75% Preferred $15,001-$50,000 $2,501 -$5,000
HomeTrust Bancshares, Inc. - Common Stock $15,001-$50,000 None (or less than $201)
Bank of America Corp $1,001-S15,000 $201-$1,000
Kelt Exploration Ltd. $50,001-$100,000 None (or less than $201)
First Northwest Bancorp $100,001-5250,000 None (or less than $201)
Amerco - Common Stock $15,001-$50,000 $201 -$1,000
Aeglea Biotherapeutics $1,001-S15,000 None (or less than $201)
Emerald Lake Safety (pharmaceutical) $100,001-$250,000 None (or less than $201)
Cash $15,001-$50,000 None (or less than $201)
Firebird Mongolia Fund $1,001-$15,000 None (or less than $201)
Sharyn Gol JSC $1,001-$15,000 None (or less than $201)
Berkh UuIJSC $1,001-$15,000 None (or less than $201)
Dexcom Inc $1,001-$15,000 None (or less than S201)
TEVA Pharmaceutical Industries Ltd. $1,001-$15,000 None (or less than $201)
Enzymotec Ltd. $15,001-$50,000 None (or less than $201)
CF Industries $15,001-$50,000 $201 - $1,000
Entegra Financial Corp. $1,001-$15,000 None (or less than $201)
Fortress Transportation 8* Investment $100,001-$250,000 $5,001 -$15,000
Iconix Brands $15,001-$50,000 None (or less than $201)
FRMO Corp. $1,001-$15,000 None (or less than $201)
PNC Financial $1,001-$15,000 None (or less than $201)
Mosaic Corp. $50,001-$100,000 $1,001 -$2,500
Potash Corp. $15,000-$50,000 $1,001 -$2,500
Mylan N.V. $50,001-$100,000 None (or less than $201)
Par Pacific Holdings $15,001-$50,000 None (or less than $201)
Coastway Bancorp $50,001-$100,000 None (or less than $201)
Apollo Global Management $1,001 -515,000 $201-$1,000
Citizens Financial Group $15,001-$50,000 $201-$1,000
Howard Hughes Corp $1,001-515,000 None(or less than $201)
Bitcoin Investment Trust $1,001-515,000 None(or less than $201)

Other Income/Assets

Description Value Income
Financial Stocks Capital Partners V $250,001-$500,000 $15,001-$50,000
Stein Family Cedarwood Family L.P. $100,001-$250,000 None (or less than
Aristar Ventures III $1,001-515,000 None (or less than
Heat Biologies $1,001 -515,000 None (or less than
Paulson Long Short Fund L.P. (Underlying assets are not ascertainable.) $50,001 -$100,000 None (or less than
JP Morgan Digital Growth Fund $1,001 -515,000
Unison $50,001-$100,000 None (or less than
Woodpecker Pharma Holdings, LLC $250,001-$500,000 None (or less than
Aristar Ventures ll-B $1,001-515,000 None (or less than
Aeglea Biotherapeutics $1,001-515,000
Emerald Lake Safety $250,001-$500,000 None (or less than
Financial Stocks Capital Partners IV LP (Fully distributed on 4/4/17.) $1,001 -515,000 None (or less than
FCM V, LLC $500,001-$1,000,000 None (or less than
Bank of America 7.25% Series L Preferred Stoc $500,001-$1,000,000 $50,001 - $100,000
Financial Stocks Limited Partnership $100,001-$250,000
BANK OF NT BUTTERFIELD & SON $1,001-515,000
BANK OF AMERICA CORP (BAC) $1,001-515,000
E*TRADE FINANCIAL CORP (ETFC) $1,001-515,000
CITIGROUP INC (CIT) $1,001-515,000
HUNTINGTON BANCSHARES INC (HBAN) $1,001-515,000
ATHENE HOLDING LTD $1,001-515,000
ASTORIA FINANCIAL CORP (AF) $1,001-515,000
SYNCHRONY FINANCIAL (SYF) $1,001-515,000
CITIZENS FINANCIAL GROUP (CFG) $1,001-515,000
PRIVATEBANCORP INC (PVTB) $1,001-515,000
KEYCORP (KEY) $1,001-515,000
SEACOAST BANKING CORP/FL (SBCF) $1,001-515,000
TCF FINANCIAL CORP (TCB) $1,001-515,000
First Bancorp/Troy NC (FBNC) $1,001-515,000
SLM CORP (SLM) $1,001-515,000
VISA INC-CLASS A SHARES (V) $1,001-515,000
REPUBLIC FIRST BANCORP INC (FRBK) $1,001-515,000
FB FINANCIAL CORP $1,001-515,000
FLAGSTAR BANCORP INC (FBC) $1,001-515,000
HOWARD HUGHES CORP/THE HHC $1,001-515,000
AMERICAN FINANCIAL GROUP INC (AFG) $1,001-515,000
CHUBB CORP (CB) $1,001-515,000
QCR HOLDINGS $1,001-515,000
DISCOVER FINANCIAL SERVICES (DFS) $1,001-515,000
JPMORGAN CHASE & CO (JPM) $1,001-515,000
HERITAGE OAKS BANCORP $1,001-515,000
TRICO BANCSHARES TCBK $1,001 -515,000
OPUS BANK (OPB) $1,001 -515,000
SUNTRUST BANKS INC (ST|) $1,001 -515,000
PEAPACK GLADSTONE FINL CORP (PGC) $1,001 -515,000
EASTERN VIRGINIA BANKSHARES (EVBS) $1,001 -515,000
HOMETRUST BANCSHARES INC (HTBI) $1,001 -515,000
ASHFORD INC (AINC) $1,001 -515,000
PARK STERLING CORP $1,001 -515,000
Sandy Spring Bancorp Inc (SASR) $1,001 -515,000
XENITH BANKSHARES $1,001 -515,000
Farmers Capital Bank Corp (FFKT) $1,001 -515,000
PACIFIC CONTINENTAL CORP (PCBK) $1,001 -515,000
Emerald Lake Profits Unit Interest $500,001-$1,000,000 None (or less than
Crossroads Partners, L.P. (Underlying assets are not ascertainable.) $50,001-$100,000 $5,001 -$15,000
Apollo Global Management $250,001-$500,000 $15,001- $50,000
PacWest Bancorp - Common Stock $50,001-$100,000 $2,501-$5,000
Fortress Transportation 8< Investment Corp. $100,001-$250,000 $5,001-$15,000
Blackstone Group $250,001-$500,000 $15,001-$50,000
Stonegate Bank - Common Stock $15,001-$50,000 None (or lessthan $
First Northwest Bancorp $50,001-$100,000 None (or less than
Amerco - Common Stock $15,001-$50,000 $201 - $1,000
Chesapeake Energy 5.75% Convertible Preferred $250,001-$500,000 $15,001-$50,000
Southern National Bancorp of Virginia, Inc.-Common Stock $1,001-515,000 $201-51,000
Mylan Inc. - Common Stock $15,001-$50,000 None (or less than
Coastway Bancorp, Inc. - Common Stock $50,001-$100,000 None (or less than
Mosaic Co $50,001-$100,000 $2,501 -$5,000
FRMO Corp. $1,001-515,000 None (or less than
Aeglea BioTherapeutics $15,001-$50,000 None (or less than
Bitcoin $50,001-$100,000 None (or less than
Mass Mutual Life Insurance Policy (UniversalLife) $1,001-515,000 $201 -51,000
Mass Mutual Life Insurance Policy (Whole Life) $1,001-515,000 $201 -51,000
AXA Equitable Life Insurance Policy (Whole Life) $1,001-515,000 $201 -51,000
Prudential Life Insurance Policy (Whole Life) $15,001-$50,000 $1,001 -$2,500
Iconix Brand Group, Inc. - Common Stock $15,001-$50,000 None (or less than
Potash Corporation of Saskatchewan $15,001-$50,000 $201-51,000
Sound Financial Bancorp $15,001-$50,000 None (or less than
HomeTrust Bancshares, Inc. - Common Stock $100,001-$250,000 None (or less than
Entegra Financial Corp. - Common Stock $15,001-$50,000 None (or less than
Howard Hughes Corp. $15,001-$50,000 None (or less than
KKR & Co. L.P. $50,001-$100,000 $5,001 -$15,000
Citizens Financial Group $15,001-$50,000 $2,501 -$5,000
Bitcoin Investment Trust $1,001-$15,000 None (or less than
Khot Infrastrucure Trust $1,001-$15,000 None (or less than
United Community Bancorp $15,001-$50,000 $201-51,000
Alerian MLP ETF $15,001-$50,000 $2,501-$5,000
Kelt Exploration Ltd. $100,001-$250,000 None (or less than
Texas Pacific Land Trust $15,001-$50,000 None (or less than
Crimson Wine Group Ltd. $1,001-515,000 None (or less than
HarborOne Bancorp $100,001-$250,000 None (or less than
The Carlyle Group L.P. - Common Units $15,001-$50,000 $1,001 -$2,500
Enzymotec Ltd. - Ordinary Shares $15,001-$50,000 None (or less than
CF Industries $1,001 -$15,000 $201-$1,000
Bank of America Corp $1,001 -$15,000 $201-$1,000
DexCom, Inc. - Common Stock $15,001-$50,000 None(or less than $
First Busey Corp. $1,001 -$15,000 l None(or less than $
Bangor Savings Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
Eastern Bank Certificate of Deposit $15,001-$50,000 $201-51,000
Bank @lantec Certificate of Deposit $1,001-$15,000 $201-51,000
Cambridge Savings Bank Certificate of Deposit $15,001-$50,000 $201-51,000
Cape Cod Five Cents Savings Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
Cincinnati Federal Savings & Loan Certificate of Deposit $1,001 -$15,000 $201-51,000
Cullman Savings Bank Savings Account $1,001 -$15,000 None (or less than
Guaranty Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
HarborOne Bancorp Certificate of Deposit $15,001-$50,000 $201-51,000
Liberty Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
Maspeth Federal Savings Certificate of Deposit $1,001 -$15,000 $201-51,000
Middlesex Savings Bank Certificate of Deposit $15,001 - $50,000 $201-51,000
Ridgewood Savings Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
Third Federal Savings Bank Certificate ofDeposit $1,001-515,000 $201-51,000
Union Savings Bank Certificate of Deposit $1,001-$l0,000 $201-$1,000
Ware Co-Op Bank Certificate of Deposit $1,001 -515,000 $201-51,000
Alliant Credit Union Savings Account $1,001 -515,000 $201-51,000
Williamstown Savings Bank Certificate of Deposit $1,001 -515,000 $201-51,000
Columbia Savings Bank Certificate of Deposit $15,001-$50,000 $201-51,000
Avidia Bank Certificate of Deposit $1,001 -515,000 $201-51,000
First Tech Federal Credit Union Savings Account $1,001 -515,000 $201-51,000
Dearborn Federal Credit Union Savings Account $1,001 -515,000 $201-51,000
Fairfield County Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
Salem Five Savings Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
First County Savings Bank Certificate of Deposit $1,001 -$15,000 $201-51,000
Ponce De Leon Federal Savings Bank Certificate of Deposit $1,001 -515,000 $201-51,000
Newburyport Five Cents Savings BankCertificate of Deposit $1,001 -515,000 $201-51,000
Northfield Savings Bank Certificate of Deposit $1,001 -515,000 $201-51,000
Monson Savings Bank Certificate of Deposit $1,001 -515,000 $201-51,000
First Savings Bank of Perkasie Certificate of Deposit $1,001 -$15,000 $201-51,000
First County Bank Certificate of Deposit $1,001 -515,000 $201-51,000
Cross County Federal Savings Certificate of Deposit $1,001-515,000 $201 -51,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Financial Stocks Capital Partners V Cincinnati, Ohio Carried Interest June 7, 2020

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
JP Morgan Private Bank Exercised Line of Credit $500,001 - $1,000,000 LIBOR + 1.85% 2013

Spouse's Employment Assets

Description Value Income Type Income Amount
Employer (MediaMath) salary, bonus

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