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 Herz
Management and Budget (joined: Jan. 20, 2017)
Advior | Associate Director for Natural Resource Programs | $162,900 | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| Variable Annuity, River Source Retirement Advisor 4 Advantage VA (100 % owner) | $15,001 - $50,000 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES, VTSAX (Invested in Columbia VP - Managed Volatility Growth Fund) | $250,001 - $500,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| FIDELITY ADVISOR 529 2028 CL A, FPFAX | $50,001 - $100,000 | |
| FIDELITY ADVISOR 529 2025 CL A, FPGAX | $50,001 - $100,000 | |
| Vanguard REIT Index ETF, VNQ | $1,001 - $15,000 | |
| Vanguard Total Stock Market ETF, VTI | $250,001 - $500,000 | |
| Vanguard High-Yield Corporate Admiral Shares, VWEAX | $500,001 - $1,000,000 | |
| Vanguard Total Stock Market Fund Admiral Shares, VTSAX | $1,001 - $15,000 | |
| Vanguard Total Stock Market Fund Investor Shares, VTSMX | $1,001 - $15,000 | |
| Bank Account | $1,001 - $15,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| PNC Bank | Business Loan | $50,001 - $100,000 | 4.85% | 2013 |
| Sallie Mae | Student Loan | $15,001 - $50,000 | 2.35% | 2002 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Medical Practice, S-Corp (Columbia VP - Managed Volatility Growth Fund) | $250,001 - $500,000 | Business Income | |
| Medical Practice, S-Corp | Salary | ||
| Variable Annuity, River Source Retirement Advisor 4 Advantage VA | $15,001 - $50,000 | ||
| Apple Inc., AAPL | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Aetna Inc., AET | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Conoco Phillps, COP | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Energy Transfer Partners Unit Partnership LTD, ETP | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| General Motors Company, GM | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Eaton Vance Tax Managed Buy Write Opportunities Fund, ETV | $1,001 - $15,000 | ||
| First Trust Healthcare Alphadex ETF, FHO | $1,001 - $15,000 | ||
| First Trust Financials Alphadex, FXO | $15,001 - $50,000 | ||
| Fidelity Advisor Large Cap CL C, FLCCX | $1,001 - $15,000 | ||
| Putnam Multi Cap Core CL C, PMYCX | $1,001 - $15,000 | ||
| Spectacles Plus Inc. | $50,001 - $100,000 | None (or less than $201) |
Do you know something about James Herz? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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