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.
James David Schultz departed Nov. 21, 2017
White House Office (joined: Jan. 20, 2017)
Special Assistant to the President, Ethics Compliance Team | Financial Disclosure »
Former Positions Outside Government
- Cozen O'Connor Shareholder
- Drexel University Member, President's Council of Advisors
- Pennsylvania Legal Aid Member, Board of Trustees
- Philadelphia Freedom Valley YMCA Member of Board of Directors
Former Compensation Sources
- Acxiom Corporation Legal Services
- Bleichmar, Fonti & Auld Legal Services
- Blue Hen Development, L.P. Legal Services
- Britt Energies, Inc. Legal Services
- Campisano, Louis Legal Services
- Capital BlueCross Legal Services
- Civil Demand Associates Legal Services
- Cozen O'Connor Attorney
- Erie Insurance Company Legal Services
- Franklin Square Capital Partners Legal Services
- Greater Philadelphia Chapter-Society of Financial SErvice Professionals Legal Services
- Hewlett-Packard Enterprise Co. Legal Services
- Houghton Mifflin Harcourt Publishing Company Legal Services
- Independence Constructors Corporation Legal Services
- Jet1 LLC Legal Services
- Kaplan Development Group Legal Services
- Kra Corporation Legal Services
- LifeSafer, Inc. Legal Services
- Luxe Valet Legal Services
- Lyft, Inc. Legal Services
- Merrill Lynch Pierce, Fenner & Smith Legal Services
- Middletown Township Legal Services
- Mobilitie Partners, LLC Legal Services
- Moran Industries Legal Services
- Moran, John D., Sr. Legal Services
- Negotiatus Legal Services
- QXZ, Inc. Legal Services
- Raymour & Flanigan Legal Services
- Reese, Tim Legal Services
- Snow Crab Dining, LLC Legal Services
- Special Committee to Board of Directors of Erie Indemnity Company Legal Services
- Sugarhouse Casino Legal Services
- Temple University Legal Services
- Transformacon Legal Services
- Tri-Mountain Ventures, LLC Legal Services
- University of Pittsburgh Medical Center Legal Services
- WHYY, Inc. Legal Services
Employment Assets
| Description | Value | Income |
|---|---|---|
| Cozen O'Connor (law firm) | $717,061 | |
| Pennsylvania State Employees' Retirement System defined benefit plan | $15,001 - $50,000 | None (or less than $201) |
| Cozen O'Connor Profit Sharing Plan | ||
| Stable Value Common Trust Fund | $1,001 - $15,000 | None (or less than $201) |
| Dodge and Cox Fund | $1,001 - $15,000 | None (or less than $201) |
| Misc. Haverford Trust | None (or less than $1,001) | None (or less than $201) |
| T Rowe Price Retirement 2035 Fund | $50,001 - $100,000 | None (or less than $201) |
| Vanguard Total Stock Market Index | $1,001 - $15,000 | None (or less than $201) |
| American Century Inf. Adj. Bd. Instl. | $1,001 - $15,000 | None (or less than $201) |
| Dodge & Cox Balanced Fund | $1,001 - $15,000 | None (or less than $201) |
| Cozen O'Connor Law Firm Stock | None (or less than $1,001) | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Gettysburg Concrete Company, Inc., Hanover, PA (Concrete ditribution) | $250,001 - $500,000 | None (or less than $201) |
| Trenton Group, Inc. (Concrete Distribution) | $250,001 - $500,000 | $10,098 |
| Tamarack Four (holds rental property in Hanover, PA) | $250,001 - $500,000 | $2,501 - $5,000 |
| Absecon Property Investment, LLC | $50,001 - $100,000 | None (or less than $201) |
| Rental property, Hanover, PA (information disclosed is for 2015 calendar year.) | $250,001 - $500,000 | $2,501 - $5,000 |
| Northwestern Mutual Joint Taxable Brokerage Account | $15,001 - $50,000 | $201 - $1,000 |
| American Balanced Portfolio Fund | $1,001 - $15,000 | None (or less than $201) |
| American Growth Portfolio Fund | $1,001 - $15,000 | None (or less than $201) |
| American Global Portfolio | $1,001 - $15,000 | None (or less than $201) |
| American Funds 529 Plan for benefit of Dependent Child 1 | $50,001 - $100,000 | $2,501 - $5,000 |
| American Balanced Fund | $50,001 - $100,000 | $2,501 - $5,000 |
| American Funds 529 Plan for benefit of Dependent Child 2 | $50,001 - $100,000 | $2,501 - $5,000 |
| American Balanced Fund | $50,001 - $100,000 | $2,501 - $5,000 |
| Northwest Mutual Whole Life Insurance | $1,001 - $15,000 | $201 - $1,000 |
| Northwest Mutual Whole Life Insurance | $1,001 - $15,000 | $201 - $1,000 |
| PSECU (CASH) | $50,001 - $100,000 | None (or less than $201) |
| Residential Property Cape May, NJ | $1,000,001 - $5,000,000 | None (or less than $201) |
| Bank Account #2 (Cash) | $100,001 - $250,000 | $1,001 - $2,500 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Cozen O'Connor | Philadelphia, Pennsylvania | I will continue to participate in this defined contribution plan after my separation. Neither I nor my former employer will contribute after I leave. | Nov. 15, 2014 |
| Cozen O'Connor | Philadelphia, Pennsylvania | Nominal stock ownership of $100.00 repurchased by Cozen O'Connor upon my resignation. | Aug. 16, 2016 |
| Pennsylvania State Employees' Retirement System | Harrisburg, Pennsylvania | Left this employment in 2014. Balance will stay in my defined benefit plan account until I retire. | Aug. 16, 1998 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| U.S. Department of Education | Student Loan | $50,001 - $100,000 | 6% | 1998 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| SEPTA (Southeastern Pennsylvania Transporation Authority) | salary | ||
| SEPTA, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
| SEPTA 457(b) Plan | $100,001 - $250,000 | ||
| Voya Fixed Account | $1,001 - $15,000 | None (or less than $201) | |
| Voya Intermediate Bond Fund I | $1,001 - $15,000 | None (or less than $201) | |
| American Funds AM Balanced R4 | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Institutional Index Fnd. Inst. | $15,001 - $50,000 | None (or less than $201) | |
| Wells Fargo Growth Fund Admin | $15,001 - $50,000 | None (or less than $201) | |
| Voya Index Plus MidCap Portfolio I | $1,001 - $15,000 | None (or less than $201) | |
| VY Baron Growth Port I | $1,001 - $15,000 | None (or less than $201) | |
| Chartwell Small Cap Value Fund I | $1,001 - $15,000 | None (or less than $201) | |
| VY Oppenheimer Global Port I | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Rollover IRA Account | $50,001 - $100,000 | ||
| STAR Fund VGSTX | $1,001 - $15,000 | $201 - $1,000 | |
| Wellington Fund Inv. VWELX | $15,001 - $50,000 | $201 - $1,000 | |
| Target Retirement 2040 VFORX | $15,001 - $50,000 | None (or less than $201) |
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