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.
Holly Ham
Education (joined: Jan. 20, 2017)
Special Assistant to the Secretary | $131,767 | Financial Disclosure »
Holly Ham was a data adviser for the Trump campaign, and a sales executive for Hewlett-Packard, which has lobbied the Department of Education and has vied for agency contracts. The agency said that she didn't work on education policy at HP and has also recused herself from working on issues related to the company. — ProPublica
Bio, via White House via Internet Archive:
Ms. Ham has had a long career in private enterprise as a management consultant and sales executive at Hewlett-Packard Enterprise. Ms. Ham earned her BBA and MBA, with a focus on finance, from the University of Houston, graduating as a member of Beta Gamma Sigma. Ms. Ham is an APAWLI fellow through The Center for Asian Pacific American Women’s leadership program. Ms. Ham has long been involved in efforts supporting families and students in need, serving on the Board of Directors for Skills for Living, Inc. and advising the Board of Financial Mentors of America.
Former Positions Outside Government
- Hewlett Packard Enterprise Sales Executive
Former Compensation Sources
- Hewlett Packard Enterprise The Sales Executive has accountability for a set quota for business development with new and recurring sales. This role focused on clients and sales in the Energy sector in North America.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Hewlett Packard Enterprise | $67,342 | |
| Hewlett Packard Enterprise, restricted stock units | $1,001 - $15,000 | $7,500 |
| Hewlett Packard Enterprise | $33,503 | |
| Hewlett Packard Enterprise | $1,873 | |
| IRA: AB High Income Fund Advisor Class (AGDYX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: American Century Mid Cap Value (ACMVX) | $1,001 - $15,000 | $201 - $1,000 |
| IRA: Ariel International Fund Investor Class (AINTX) | $15,001 - $50,000 | $201 - $1,000 |
| IRA: Artisan Mid Cap Fund Advisor Class (APDMX) | $1,001 - $15,000 | $201 - $1,000 |
| IRA: Cohen & Steers Preferred Sec & Inc I (CPXIX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: Columbia Strategic Income Fund Class Z (LSIZX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: Edgewood Growth Fund Class Institutional (EGFIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| IRA: Federated Strategic Value Dividend Fund Institutional Shares (SVAIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| IRA: First Eagle Global Fund Class I (SGIIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| IRA: Hancock Horizon Burkenroad Small Cap Fund Investor Class (HHBUX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: Hennessy Japan Fund Institutional Class (HJPIX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: LoCorr Market Trend Fund Class I (LOTIX) | $15,001 - $50,000 | None (or less than $201) |
| IRA: MFS Emerging Markets Debt Fund Class I (MEDIX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: Oppenheimer Senior Floating Rate Y (OOSYX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: PIMCO Income P (PONPX) | $1,001 - $15,000 | None (or less than $201) |
| IRA: Templeton Emerging Markets Small Cap Adv (TEMZX) | $15,001 - $50,000 | $201 - $1,000 |
| IRA: Victory Integrity Discovery Fund Class Y (MMEYX) | $1,001 - $15,000 | $201 - $1,000 |
| IRA: Virtus Foreign Opportunities Fund Class I (JVXIX) | $15,001 - $50,000 | $201 - $1,000 |
| IRA: Virtus Emerging Markets Opportunities Fund Class I (HIEMX) | $15,001 - $50,000 | None (or less than $201) |
| IRA: Virtus Multi-Sector Short Term Bond Fund Class I (PIMSX) | $15,001 - $50,000 | None (or less than $201) |
| IRA: Voya GNMA Income Fund Class I (LEINX) | $15,001 - $50,000 | None (or less than $201) |
| Roth IRA: American Funds Growth Fund of Amer F-2 (GFFFX) | $1,001 - $15,000 | None (or less than $201) |
| Roth IRA: Federated Strategic Value Dividend Fund Institutional Shares (SVAIX) | $1,001 - $15,000 | None (or less than $201) |
| Roth IRA: Oppenheimer Developing Markets Y (ODVYX) | $1,001 - $15,000 | None (or less than $201) |
| Roth IRA: Putnam Diversified Income Trust Class Y (PDVYX) | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Real Estate - undeveloped land (Angel Fire, NM) | $15,001 - $50,000 | None (or less than $201) |
| Bank of America Checking Account | $100,001 - $250,000 | None (or less than $201) |
| AllianceBern Select US L/S Portfolio Adv (ASYLX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds Growth Fund of Amer F-2 (GFFFX) | $1,001 - $15,000 | $201 - $1,000 |
| Angel Oak Multi-Strategy Income Instl (ANGIX) | $1,001 - $15,000 | None (or less than $201) |
| Artisan International Advisor (APDIX) | $1,001 - $15,000 | None (or less than $201) |
| Artisan International Value Advisor (APDKX) | $1,001 - $15,000 | $201 - $1,000 |
| Artisan Mid Cap Advisor (APDMX) | $1,001 - $15,000 | $201 - $1,000 |
| Artisan Mid Cap Value Advisor (APDQX) | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Equity Dividend Instl (MADVX) | $1,001 - $15,000 | $201 - $1,000 |
| Cohen & Steers Preferred Sec & Inc I (CPXIX) | $1,001 - $15,000 | $201 - $1,000 |
| Eaton Vance Floating Rate I (EIBLX) | $1,001 - $15,000 | $201 - $1,000 |
| Eaton Vance Income Fund of Boston I (EIBIX) | $1,001 - $15,000 | $201 - $1,000 |
| Eaton Vance Strategic Income I (ESIIX) | $1,001 - $15,000 | $201 - $1,000 |
| First Eagle Global I (SGIIX) | $1,001 - $15,000 | $201 - $1,000 |
| Franklin Real Return Adv (FARRX) | $1,001 - $15,000 | None (or less than $201) |
| JPMorgan Intermediate Tax Free Bond Sel (VSITX) | $1,001 - $15,000 | None (or less than $201) |
| Lazard Emerging Markets Equity Instl (LZEMX) | $1,001 - $15,000 | None (or less than $201) |
| LoCorr Market Trend I (LOTIX) | $1,001 - $15,000 | None (or less than $201) |
| Neuberger Berman Genesis Instl (NBGIX) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen Limited-Term Municipal Bond I (FLTRX) | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer Gold & Special Minerals Y (OGMYX) | $1,001 - $15,000 | $201 - $1,000 |
| PIMCO Emerging Markets Bond P (PEMPX) | $1,001 - $15,000 | $201 - $1,000 |
| PIMCO Investment Grade Corp Bd P (PBDPX) | $1,001 - $15,000 | None (or less than $201) |
| Putnam Diversified Income Y (PDVYX) | $1,001 - $15,000 | None (or less than $201) |
| Virtus Multi-Sector S/T Bd I (PIMSX) | $1,001 - $15,000 | None (or less than $201) |
| Voya GNMA Income I (LEINX) | $1,001 - $15,000 | None (or less than $201) |
| Hewlett Packard Enterprise Company (HPE) | $1,001 - $15,000 | None (or less than $201) |
| HP Inc. (HPQ) | $1,001 - $15,000 | None (or less than $201) |
| Columbia Diversified Equity Income A (INDZX) | $1,001 - $15,000 | $201 - $1,000 |
| Columbia Dividend Opportunity A (INUTX) | $1,001 - $15,000 | $201 - $1,000 |
| Columbia Small/Mid Cap Value A (AMVAX) | $1,001 - $15,000 | None (or less than $201) |
| Columbia Strategic Municipal Income A (INTAX) | $1,001 - $15,000 | None (or less than $201) |
| AbbVie Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) |
| American Century Mid Cap Value (ACMVX) | $1,001 - $15,000 | None (or less than $201) |
| Alliance Data Systems Corporation (ADS) | $1,001 - $15,000 | None (or less than $201) |
| AllianceBern High Income Advisor (AGDYX) | $1,001 - $15,000 | None (or less than $201) |
| iShares Barclays Aggregate Bond (AGG) | $1,001 - $15,000 | None (or less than $201) |
| Alaska Air Group, Inc. (ALK) | $1,001 - $15,000 | None (or less than $201) |
| Applied Materials, Inc. (AMAT) | $1,001 - $15,000 | None (or less than $201) |
| Affiliated Managers Group, Inc. (AMG) | $1,001 - $15,000 | None (or less than $201) |
| Amgen, Inc. (AMGN) | $1,001 - $15,000 | None (or less than $201) |
| Anthem, Inc. (ANTM) | $1,001 - $15,000 | None (or less than $201) |
| Aegean Marine Petroleum Network Inc. (ANW) | $1,001 - $15,000 | None (or less than $201) |
| Artisan Mid Cap Advisor (APDMX) | $1,001 - $15,000 | None (or less than $201) |
| A V Homes, Inc. (AVHI) | $1,001 - $15,000 | None (or less than $201) |
| Aware, Inc. (AWRE) | $1,001 - $15,000 | None (or less than $201) |
| Anixter International Inc. (AXE) | $1,001 - $15,000 | None (or less than $201) |
| The Boeing Company (BA) | $1,001 - $15,000 | None (or less than $201) |
| Best Buy Co., Inc. (BBY) | $1,001 - $15,000 | None (or less than $201) |
| Bel Fuse Inc. (BELFB) | $1,001 - $15,000 | None (or less than $201) |
| BioSpecifics Technologies Corp. (BSTC) | $1,001 - $15,000 | None (or less than $201) |
| Charter Financial Corp. (CHFN) | $1,001 - $15,000 | None (or less than $201) |
| Chesapeake Energy Corp (CHK) | $1,001 - $15,000 | None (or less than $201) |
| Cloud Peak Energy Inc. (CLD) | None (or less than $1,001) | None (or less than $201) |
| Century Casinos, Inc. (CNTY) | $1,001 - $15,000 | None (or less than $201) |
| Cohen & Steers Preferred Sec & Inc I (CPXIX) | $1,001 - $15,000 | $201 - $1,000 |
| Cisco Systems, Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) |
| Cintas Corporation (CTAS) | $1,001 - $15,000 | None (or less than $201) |
| Consolidated-Tomoka Land Co. (CTO) | $1,001 - $15,000 | None (or less than $201) |
| Cutera, Inc. (CUTR) | $1,001 - $15,000 | None (or less than $201) |
| CPI Aerostructures, Inc. (CVU) | $1,001 - $15,000 | None (or less than $201) |
| Delta Air Lines (DAL) | $1,001 - $15,000 | None (or less than $201) |
| Ducommun Incorporated (DCO) | $1,001 - $15,000 | None (or less than $201) |
| WisdomTree Japan SmallCap Dividend ETF (DFJ) | $1,001 - $15,000 | None (or less than $201) |
| Digital Realty Trust, Inc. (DLR) | $1,001 - $15,000 | None (or less than $201) |
| Devon Energy Corp. (DVN) | $1,001 - $15,000 | None (or less than $201) |
| iShares Select Dividend ETF (DVY) | $1,001 - $15,000 | None (or less than $201) |
| Eastman Chemical Co. (EMN) | $1,001 - $15,000 | None (or less than $201) |
| Escalade, Incorporated (ESCA) | $1,001 - $15,000 | None (or less than $201) |
| Express Scripts Holding Company (ESRX) | $1,001 - $15,000 | None (or less than $201) |
| Eaton Corporation plc (ETN) | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P Emerging Markets Small Cap ETF (EWX) | $1,001 - $15,000 | None (or less than $201) |
| Fiat Chrysler Automobiles N.V. (FCAU) | $1,001 - $15,000 | None (or less than $201) |
| Foot Locker, Inc. (FL) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen Limited Term Municipal Bond I (FLTRX) | $1,001 - $15,000 | None (or less than $201) |
| First Trust Senior Loan ETF (FTSL) | $1,001 - $15,000 | None (or less than $201) |
| Gilead Sciences, Inc. (GILD) | $1,001 - $15,000 | None (or less than $201) |
| Guggenheim Macro Opportunities Instl (GIOIX) | $1,001 - $15,000 | None (or less than $201) |
| SPDR Gold Shares (GLD) | $1,001 - $15,000 | None (or less than $201) |
| Gap, Inc. (GPS) | $1,001 - $15,000 | None (or less than $201) |
| The Goldman Sachs Group, Inc. (GS) | $1,001 - $15,000 | None (or less than $201) |
| Great Southern Bancorp, Inc. (GSBC) | $1,001 - $15,000 | None (or less than $201) |
| Harbor Capital Appreciation Instl (HACAX) | $1,001 - $15,000 | $201 - $1,000 |
| HCA Holdings, Inc. (HCA) | $1,001 - $15,000 | None (or less than $201) |
| Hancock Horizon Burkenroad Sm Cp Inv (HHBUX) | $1,001 - $15,000 | None (or less than $201) |
| Virtus Emerging Markets Opportunities I (HIEMX) | $1,001 - $15,000 | None (or less than $201) |
| The Hartford Financial Services Group, Inc. (HIG) | $1,001 - $15,000 | None (or less than $201) |
| Hennessy Japan Institutional (HJPIX) | $1,001 - $15,000 | None (or less than $201) |
| Hooker Furniture Corporation (HOFT) | $1,001 - $15,000 | None (or less than $201) |
| ProShares High Yield—Interest Rate Hdgd (HYHG) | $1,001 - $15,000 | None (or less than $201) |
| ICF International, Inc. (ICFI) | $1,001 - $15,000 | None (or less than $201) |
| ProShares Investment Grade—Intr Rt Hdgd (IGHG) | $1,001 - $15,000 | None (or less than $201) |
| iShares Micro-Cap (IWC) | $1,001 - $15,000 | None (or less than $201) |
| John B. Sanfilippo & Son, Inc. (JBSS) | $1,001 - $15,000 | None (or less than $201) |
| Virtus Foreign Opportunities I (JVXIX) | $1,001 - $15,000 | None (or less than $201) |
| Nordstrom, Inc. (JWN) | $1,001 - $15,000 | None (or less than $201) |
| Kingstone Companies, Inc. (KINS) | $1,001 - $15,000 | None (or less than $201) |
| Kimberly-Clark Corporation (KMB) | $1,001 - $15,000 | None (or less than $201) |
| Kinder Morgan, Inc. (KMI) | $1,001 - $15,000 | None (or less than $201) |
| The Kroger Co. (KR) | $1,001 - $15,000 | None (or less than $201) |
| Kohl's Corporation (KSS) | $1,001 - $15,000 | None (or less than $201) |
| KVH Industries, Inc. (KVHI) | $1,001 - $15,000 | None (or less than $201) |
| Lakeland Industries, Inc. (LAKE) | $1,001 - $15,000 | None (or less than $201) |
| Lifetime Brands, Inc. (LCUT) | $1,001 - $15,000 | None (or less than $201) |
| Lee Enterprises, Incorporated (LEE) | $1,001 - $15,000 | None (or less than $201) |
| Voya GNMA Income I (LEINX) | $1,001 - $15,000 | None (or less than $201) |
| LeMaitre Vascular, Inc. (LMAT) | $1,001 - $15,000 | None (or less than $201) |
| LoCorr Market Trend I (LOTIX) | $1,001 - $15,000 | None (or less than $201) |
| Columbia Strategic Income Z (LSIZX) | $1,001 - $15,000 | None (or less than $201) |
| Southwest Airlines Co. (LUV) | $1,001 - $15,000 | None (or less than $201) |
| LyondellBasell Industries N.V. (LYB) | $1,001 - $15,000 | None (or less than $201) |
| Macy's, Inc. (M) | $1,001 - $15,000 | None (or less than $201) |
| Microchip Technology Incorporated (MCHP) | $1,001 - $15,000 | None (or less than $201) |
| MFS Emerging Markets Debt I (MEDIX) | $1,001 - $15,000 | None (or less than $201) |
| MetLife, Inc. (MET) | $1,001 - $15,000 | None (or less than $201) |
| MFS International Value I (MINIX) | $1,001 - $15,000 | None (or less than $201) |
| Victory Integrity Discovery Y (MMEYX) | $1,001 - $15,000 | None (or less than $201) |
| Marathon Petroleum Corporation (MPC) | $1,001 - $15,000 | None (or less than $201) |
| Marlin Business Services Corp. (MRLN) | $1,001 - $15,000 | None (or less than $201) |
| Morgan Stanley (MS) | $15,001 - $50,000 | $201 - $1,000 |
| Micron Technology, Inc. (MU) | $1,001 - $15,000 | None (or less than $201) |
| iShares National Muni Bond ETF (MUB) | $1,001 - $15,000 | None (or less than $201) |
| Navient Corporation (NAVI) | $1,001 - $15,000 | None (or less than $201) |
| North American Energy Partners Inc. (NOA) | $1,001 - $15,000 | None (or less than $201) |
| NetApp, Inc. (NTAP) | $1,001 - $15,000 | None (or less than $201) |
| NVIDIA Corporation (NVDA) | $1,001 - $15,000 | None (or less than $201) |
| Ocean Bio-Chem, Inc. (OBCI) | $1,001 - $15,000 | None (or less than $201) |
| Owens-Illinois, Inc. (OI) | $1,001 - $15,000 | None (or less than $201) |
| ONEOK, Inc. (OKE) | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer Senior Floating Rate Y (OOSYX) | $1,001 - $15,000 | None (or less than $201) |
| Orion Group Holdings, Inc. (ORN) | $1,001 - $15,000 | None (or less than $201) |
| Virtus Multi-Sector S/T Bd I (PIMSX) | $1,001 - $15,000 | None (or less than $201) |
| POSCO (PKX) | $1,001 - $15,000 | None (or less than $201) |
| Pentair plc (PNR) | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Income P (PONPX) | $1,001 - $15,000 | None (or less than $201) |
| Prudential Financial, Inc. (PRU) | $1,001 - $15,000 | None (or less than $201) |
| AQR Long-Short Equity I (QLEIX) | $1,001 - $15,000 | None (or less than $201) |
| Robert Half International Inc. (RHI) | $1,001 - $15,000 | None (or less than $201) |
| Oppenheimer Large Cap Revenue ETF (RWL) | $15,001 - $50,000 | $201 - $1,000 |
| Dreyfus/Standish Global Fixed Income I (SDGIX) | $1,001 - $15,000 | None (or less than $201) |
| First Eagle Global I (SGIIX) | $1,001 - $15,000 | None (or less than $201) |
| Signet Jewelers Limited (SIG) | $1,001 - $15,000 | None (or less than $201) |
| SL Green Realty Corp. (SLG) | $1,001 - $15,000 | None (or less than $201) |
| Scripps Networks Interactive, Inc. (SNI) | $1,001 - $15,000 | None (or less than $201) |
| SP Plus Corporation (SP) | $1,001 - $15,000 | None (or less than $201) |
| PowerShares S&P 500 High Beta ETF (SPHB) | $15,001 - $50,000 | None (or less than $201) |
| PowerShares S&P 500 High Div Low VolETF (SPHD) | $1,001 - $15,000 | None (or less than $201) |
| Supreme Industries, Inc. (STS) | $1,001 - $15,000 | None (or less than $201) |
| Synchrony Financial (SYF) | $1,001 - $15,000 | None (or less than $201) |
| Symantec Corporation (SYMC) | $1,001 - $15,000 | None (or less than $201) |
| Tucows Inc. (TCX) | $1,001 - $15,000 | None (or less than $201) |
| Templeton Emerging Markets Small Cap Adv (TEMZX) | $1,001 - $15,000 | None (or less than $201) |
| Touchstone Focused Y (TFFYX) | $1,001 - $15,000 | None (or less than $201) |
| Direxion Daily 20+ Yr Trsy Bear 3X ETF (TMV) | $1,001 - $15,000 | None (or less than $201) |
| Tortoise MLP & Pipeline Instl (TORIX) | $1,001 - $15,000 | None (or less than $201) |
| Timberland Bancorp, Inc. (TSBK) | $1,001 - $15,000 | None (or less than $201) |
| Tyson Foods, Inc. (TSN) | $1,001 - $15,000 | None (or less than $201) |
| Tesoro Corporation (TSO) | $1,001 - $15,000 | None (or less than $201) |
| Townsquare Media, Inc. (TSQ) | $1,001 - $15,000 | None (or less than $201) |
| Guggenheim Directional Allocation I (TVRIX) | $1,001 - $15,000 | None (or less than $201) |
| United Continental Holdings, Inc. (UAL) | $1,001 - $15,000 | None (or less than $201) |
| UCP, Inc. (UCP) | $1,001 - $15,000 | None (or less than $201) |
| Unifi, Inc. (UFI) | $1,001 - $15,000 | None (or less than $201) |
| Universal Health Services, Inc. (UHS) | $1,001 - $15,000 | None (or less than $201) |
| ProShares UltraPro S&P500 (UPRO) | $15,001 - $50,000 | None (or less than $201) |
| USD Partners LP (USDP) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Telecommunication Services ETF (VOX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Value ETF (VTV) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Growth ETF (VUG) | $1,001 - $15,000 | None (or less than $201) |
| Viad Corp (VVI) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard FTSE Emerging Markets ETF (VWO) | $1,001 - $15,000 | None (or less than $201) |
| The Williams Companies, Inc. (WMB) | $1,001 - $15,000 | None (or less than $201) |
| WestRock Company (WRK) | $1,001 - $15,000 | None (or less than $201) |
| Materials Select Sector SPDR ETF (XLB) | $1,001 - $15,000 | None (or less than $201) |
| Energy Select Sector SPDR ETF (XLE) | $1,001 - $15,000 | None (or less than $201) |
| Financial Select Sector SPDR ETF (XLF) | $1,001 - $15,000 | None (or less than $201) |
| Industrial Select Sector SPDR ETF (XLI) | $1,001 - $15,000 | None (or less than $201) |
| Technology Select Sector SPDR ETF (XLK) | $1,001 - $15,000 | None (or less than $201) |
| Consumer Staples Select Sector SPDR ETF (XLP) | $1,001 - $15,000 | None (or less than $201) |
| Real Estate Select Sector SPDR (XLRE) | $1,001 - $15,000 | None (or less than $201) |
| Utilities Select Sector SPDR ETF (XLU) | $1,001 - $15,000 | None (or less than $201) |
| Health Care Select Sector SPDR ETF (XLV) | $1,001 - $15,000 | None (or less than $201) |
| Consumer Discret Sel Sect SPDR ETF (XLY) | $1,001 - $15,000 | None (or less than $201) |
| XPO Logistics, Inc. (XPO) | $1,001 - $15,000 | None (or less than $201) |
| Zix Corporation (ZIXI) | $1,001 - $15,000 | None (or less than $201) |
| American Funds SMALLCAP World 529A (CSPAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds American Mutual 529A (CMLAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds New Economy 529A (CNGAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds Bond Fund of Amer 529A (CFAAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds Europacific Growth 529A (CEUAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds Growth Fund of Amer 529A (CGFAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds American High-Inc 529A (CITAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds SMALLCAP World 529A (CSPAX) | $1,001 - $15,000 | None (or less than $201) |
| American Funds Washington Mutual 529A (CWMAX) | $1,001 - $15,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Morgan Stanley Bank | Exercised Line of Credit | $50,001 - $100,000 | LIBOR + 3% | 2011 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Morgan Stanley, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
| Morgan Stanley, restricted stock units | $15,001 - $50,000 | None (or less than $201) | |
| Morgan Stanley, employer | Salary | ||
| Morgan Stanley Insti Liquidity (MPFXX) | $15,001 - $50,000 | None (or less than $201) | |
| Morgan Stanley Insti Liq Fds, T (MSUXX) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: iShares Core US Aggregate Bond (AGG) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: PowerShares Senior Loan ETF (BKLN) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: SPDR Barclays Capital Convertible Secs (CWB) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: iShares MSCI EAFE Growth Index (EFG) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: iShares JPMorgan USD Emerg Markets Bond (EMB) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: SPDR S&P Emerging Markets Small Cap (EWX) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Facebook, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) | |
| IRA: First Trust Senior Loan Fund ETF (FTSL) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: ProShares High Yield—Interest Rate Hdgd (HYHG) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: ProShares Investment Grade—Intr Rt Hdgd (IGHG) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: SPDR Barclays Capital High Yield Bond (JNK) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Palo Alto Networks (PANW) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Cohen & Steers Select Preferred and Income Fund, Inc. (PSF) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: PowerShares QQQ ETF (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: SPDR SSgA Multi-Asset Real Return ETF (RLY) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Oppenheimer ADR Revenue ETF (RTR) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Oppenheimer Large Cap Revenue ETF (RWL) | $15,001 - $50,000 | $201 - $1,000 | |
| IRA: PowerShares S&P 500 High Beta ETF (SPHB) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: SPDR S&P 500 (SPY) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Vanguard Mid-Cap Growth ETF (VOT) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Vanguard Growth ETF (VUG) | $1,001 - $15,000 | None (or less than $201) | |
| IRA: Vanguard FTSE Emerging Markets ETF (VWO) | $1,001 - $15,000 | None (or less than $201) | |
| 401K: BlackRock Bond Index Non-Lendable Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: PIMCO Core Fixed Income Portfolio | $1,001 - $15,000 | None (or less than $201) | |
| 401K: PIMCO Low Duration Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Shenkman Capital High Yield Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: PIMCO Real Return Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: PIMCO Foreign Bond (Unhedged) Instl (PFUIX) | $1,001 - $15,000 | None (or less than $201) | |
| 401K: BlueBay Emerging Markets Select Debt Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Eaton Vance Global Macro Absolute Return Fund (EIGMX) | $1,001 - $15,000 | $201 - $1,000 | |
| 401K: T. Rowe Price U.S. Large Cap Value Fund | $15,001 - $50,000 | None (or less than $201) | |
| 401K: Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class IS (MGRPX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| 401K: TS&W Mid Cap Value Portfolio | $15,001 - $50,000 | None (or less than $201) | |
| 401K: Chartwell Mid Cap Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
| 401K: William Blair Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Chartwell Small Cap Growth Portfolio | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Morgan Stanley Inst International Eq IS (MIQPX) | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Artisan International Growth Trust | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Fidelity Institutional Asset Management Select International Small Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Morgan Stanley Inst Emerging Mkts IS (MMMPX) | $1,001 - $15,000 | None (or less than $201) | |
| 401K: Morgan Stanley Inst Global Real Est IS (MGREX) | $1,001 - $15,000 | $201 - $1,000 | |
| Morgan Stanley Stock Fund (MS) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Holly Ham? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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