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 J. Colgary
Energy (joined: July 9, 2017)
Chief of Staff to the Deputy Secretary, Office of the Deputy Secretary | $174,000 | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| Columbia Acorn International Fund | $15,001 - $50,000 | None (or less than $201) |
| PIMCO Real Return Fund | $100,001 - $250,000 | None (or less than $201) |
| Dodge & Cox Income Fund | $1,001 - $15,000 | None (or less than $201) |
| MainStay S&P 500 Index Fund | $100,001 - $250,000 | None (or less than $201) |
| Vanguard Balanced Index Fund | $15,001 - $50,000 | None (or less than $201) |
| AllianzGI NFJ Small-Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| American Century Mid Cap Value Fund | $15,001 - $50,000 | None (or less than $201) |
| Oakmark International Fund | $15,001 - $50,000 | None (or less than $201) |
| Oppenheimer Developing Markets Fund | $15,001 - $50,000 | None (or less than $201) |
| Nuclear Energy Institute Defined Plan | $100,001 - $250,000 | None (or less than $201) |
| USAA Mutual Funds (Breakdown Below) | $500,000 - $1,000,000 | $5,001 - $15,000 |
| USAA International Fund | $100,001 - $250,000 | $1,001 - $2,500 |
| USAA NASDAQ 100 Index Fund | $100,001 - $250,000 | $200 - $1,000 |
| USAA Capital Growth Fund | $50,001 - $100,000 | $200 - $1,000 |
| USAA S&P 500 Index Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| USAA Tax Exempt Long Term Fund | $15,001 - $50,000 | $200 - $1,000 |
| USAA Target Retirement 2020 Fund | $50,001 - $100,000 | $1,001 - $2,500 |
| USAA Precious Metals & Minerals | $15,001 - $50,000 | $1,001 - $2,500 |
| USAA Science & Technology Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| USAA Brokerage | $50,001 - $100,000 | $200 - $1,000 |
| Apple | $15,001 - $50,000 | None (or less than $201) |
| American Tower Corp A | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $1,001 - $15,000 | None (or less than $201) |
| Enterprise Products | $1,001 - $15,000 | None (or less than $201) |
| Pfizer Inc | $1,001 - $15,000 | None (or less than $201) |
| Tesla Motors - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Whole Foods Market Inc | $1,001 - $15,000 | None (or less than $201) |
| Savings | $100,001 - $250,000 | $1,001 - $2,500 |
| Navy Mutual Aid Life Insurance (Whole Life) | $50,001 - $100,000 | None (or less than $201) |
| Oppenheimer Main Street A | $1,001 - $15,000 | None (or less than $201) |
| US Bank #1 Savings | $15,001 - $50,000 | None (or less than $201) |
| NEI DefBen Pension | $1,155/mo | None (or less than $201) |
| AT&T | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Nuclear Energy Institute | Washington, DC | I will not participate in this defined contribution plan after my separation. 7/2007 | |
| Nuclear Energy Institute | Washington, DC | I will receive an annuity when I reach retirement age (62 or 65). 7/2007 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Montgomery County Public Schools | Salary | ||
| Parnassus Core Equity Fund | $100,001 - $250,000 | None (or less than $201) | |
| Prudential Jennison Small Company Fund | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard Institutional Retirement 2025 Fund | $50,001 - $100,000 | None (or less than $201) | |
| Vanguard Total Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) | |
| Montgomery County Public Schools, defined benefit plan, (value not readily ascertainable) | None (or less than $201) | ||
| Navy Mutual Aid Life Insurance (Whole Life) | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard Institutional Target Retirement 2020 Fund | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard Total Bond Market Fund | $100,001 - $250,000 | none (or less than $201) |
Do you know something about James J. Colgary? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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