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.
Jason Kearns
U.S. International Trade Commission (joined: April 16, 2018)
Chairman | Financial Disclosure » | Resume »
Employment Assets
Description | Value | Income |
---|---|---|
RidgWorth Ceredex Mid Cap Value Equity Fund | $15,001 - $50,000 | $201 - $1,000 |
BlackRock Equity Index NonLendable Fund M Class | $15,001 - $50,000 | None (or less than $201) |
FMI Large Cap Fund | $15,001 - $50,000 | $2,501 - $5,000 |
Touchstone Sands Capital Select Growth Fund Z | $1,001 - $15,000 | $201 - $1,000 |
Touchstone Small Cap Core Fund inst'l class | $15,001 - $50,000 | $1,001 - $2,500 |
Causeway Int'l Value Fund | $15,001 - $50,000 | $201 - $1,000 |
Vanguard Target 2035 II | $1,001 - $15,000 | $201 - $1,000 |
Dodge & Cox Stock | $15,001 - $50,000 | $2,501 - $5,000 |
Prudential Jennison Small Co Q | $15,001 - $50,000 | $1,001 - $2,500 |
Other Income/Assets
Description | Value | Income |
---|---|---|
RioSoft - Custom software development services | ||
Activision Blizzard, Inc - Common Stock (Line entries 1-72, 241, 252-258, 273-276, 369-370 are in Family Trust #1.) | $1,001 - $15,000 | $1,001 - $2,500 |
Allergan Inc | $15,001 - $50,000 | None (or less than $201) |
Allstate Corp | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc Cap Stk Cl A CAp Stk Cl A | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc Cap Stk Cl C Cap Stk Cl C | $15,001 - $50,000 | None (or less than $201) |
American Tower Corp A | $1,001 - $15,000 | $201 - $1,000 |
Apple Inc. - Common Stock | $15,001 - $50,000 | $1,001 - $2,500 |
Baxter Intl Inc | $1,001 - $15,000 | None (or less than $201) |
Biogen Idec Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
Celgene Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
Chevron Corp | $1,001 - $15,000 | $201 - $1,000 |
Citigroup Inc | $1,001 - $15,000 | None (or less than $201) |
Coca-Cola Co | $1,001 - $15,000 | $201 - $1,000 |
Costco Wholesale Corp | $1,001 - $15,000 | $1,001 - $2,500 |
CVS Caremark Corp. | $15,001 - $50,000 | $201 - $1,000 |
Danaher Corp | $1,001 - $15,000 | $5,001 - $15,000 |
Duke Energy Corp | $1,001 - $15,000 | $201 - $1,000 |
Eaton Corp plc | $1,001 - $15,000 | $1,001 - $2,500 |
EOG Resources | $1,001 - $15,000 | None (or less than $201) |
Express Scripts Holding Company - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
Exxon Mobil Corp | $15,001 - $50,000 | $201 - $1,000 |
General Electric Co | $15,001 - $50,000 | $201 - $1,000 |
Gilead Sciences Inc | $1,001 - $15,000 | None (or less than $201) |
Home Depot Inc | $15,001 - $50,000 | $201 - $1,000 |
IntercontinentalExchange | $15,001 - $50,000 | None (or less than $201) |
JP Morgan Chase & Co | $15,001 - $50,000 | $1,001 - $2,500 |
McDonald's Corp | $1,001 - $15,000 | $1,001 - $2,500 |
Mondelez International Inc | $1,001 - $15,000 | $201 - $1,000 |
NIKE Inc B | $1,001 - $15,000 | $1,001 - $2,500 |
Norfolk Southern Corp | $1,001 - $15,000 | $201 - $1,000 |
Oracle Corp | $1,001 - $15,000 | None (or less than $201) |
Pfizer Inc | $1,001 - $15,000 | $2,501 - $5,000 |
QUALCOMM Inc | $1,001 - $15,000 | $201 - $1,000 |
Salesforce.com | $1,001 - $15,000 | $201 - $1,000 |
Schlumberger Ltd | $1,001 - $15,000 | $201 - $1,000 |
Schwab Charles Corp | $1,001 - $15,000 | None (or less than $201) |
Starbucks Corp | $1,001 - $15,000 | $2,501 - $5,000 |
Twenty-First Century Fox, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
Walt Disney Co | $1,001 - $15,000 | $201 - $1,000 |
Wells Fargo & Co | $15,001 - $50,000 | $1,001 - $2,500 |
Zimmer Biomet Hldgs Inc Com | $1,001 - $15,000 | None (or less than $201) |
Alliance Data Sys Corp Com | $1,001 - $15,000 | None (or less than $201) |
Bard C.R. Inc | $1,001 - $15,000 | $1,001 - $2,500 |
Dicks Sporting Goods | $1,001 - $15,000 | $201 - $1,000 |
Fortive Corp Com | $1,001 - $15,000 | None (or less than $201) |
Kohl's Corp | $1,001 - $15,000 | $201 - $1,000 |
Masco Corp | $1,001 - $15,000 | None (or less than $201) |
Nucor Corp | $1,001 - $15,000 | $201 - $1,000 |
Red Hat Inc | $1,001 - $15,000 | None (or less than $201) |
Twitter Inc Com | $1,001 - $15,000 | None (or less than $201) |
Rackspace Hosting Inc Com - | $1,001 - $15,000 | None (or less than $201) |
NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
Shire plc (SHPG) | $1,001 - $15,000 | $5,001 - $15,000 |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
Exxon Mobil Corp | $15,001 - $50,000 | $1,001 - $2,500 |
Gilead Sciences Inc | $15,001 - $50,000 | $201 - $1,000 |
iShares S&P Global Infrastructure Index | $50,001 - $100,000 | $2,501 - $5,000 |
PowerShares QQQ Trust, Series 1 | $1,001 - $15,000 | $2,501 - $5,000 |
Target Corp | $1,001 - $15,000 | $201 - $1,000 |
Verizon Communications Inc | $15,001 - $50,000 | $1,001 - $2,500 |
SPDR Dow Jones REIT | $15,001 - $50,000 | $1,001 - $2,500 |
iShares Russell 2000 Value Index | $15,001 - $50,000 | $2,501 - $5,000 |
iShares MSCI EAFE ETF | $15,001 - $50,000 | $2,501 - $5,000 |
Northern Funds Emerging Mkts Equity Index Fund | $1,001 - $15,000 | None (or less than $201) |
Flexshares TR Currency Hedged Morningstar EM Factor Tilt Index Fd (TLEH) | $1,001 - $15,000 | None (or less than $201) |
Northern high Yield Fixed Income Fund | $15,001 - $50,000 | $2,501 - $5,000 |
iShares Barclays Intermediate Credit Bd | $50,001 - $100,000 | $2,501 - $5,000 |
iShares iBoxx $ Invest Grade Corp Bond | $15,001 - $50,000 | $2,501 - $5,000 |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
iShares S&P Global Infrastructure Index (Line entries 73-86, 183-236, 259, 261-272 are in Family Trust # 2.) | $15,001 - $50,000 | $2,501 - $5,000 |
iShares Russell 1000 Growth Index | $15,001 - $50,000 | $201 - $1,000 |
PowerShares QQQ Trust, Series 1 | $15,001 - $50,000 | $1,001 - $2,500 |
Ishares TR Russell Mid-cap ETF - | $15,001 - $50,000 | $2,501 - $5,000 |
SPDR Dow Jones REIT | $15,001 - $50,000 | $1,001 - $2,500 |
iShares Russell 2000 Value Index | $1,001 - $15,000 | $1,001 - $2,500 |
iShares MSCI EAFE ETF | $15,001 - $50,000 | $2,501 - $5,000 |
Flexshares TR Currency Hedged Morningstar EM Factor Tilt Index Fd | $15,001 - $50,000 | None (or less than $201) |
iShares Barclays Intermediate Credit Bd | $15,001 - $50,000 | $1,001 - $2,500 |
Ishares TR Iboxx USD Invt Grade Corp Bd ETF | $15,001 - $50,000 | $1,001 - $2,500 |
iShares Barclays 1-3 Year Credit Bond | $15,001 - $50,000 | None (or less than $201) |
BlackRock High Yield Bond Instl | $1,001 - $15,000 | None (or less than $201) |
FlexShares Credit-Scored US Corporate Bond Index Fund | $15,001 - $50,000 | None (or less than $201) |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
SPDR Dow Jones REIT (Line items 87-95, 130-182, 238-240, 242, 245-251, 277-285, 367, and 371 are in Family Trust # 3.) | $15,001 - $50,000 | $2,501 - $5,000 |
Flexshares TR Stoxx Global Broad Infrastructure Index Fund | $15,001 - $50,000 | $201 - $1,000 |
Ishares TR Ishares Currency Hedged MSCI EAFE ETF | $1,001 - $15,000 | $1,001 - $2,500 |
Flexshares TR Morningstar Emer Mktsfact | $15,001 - $50,000 | $1,001 - $2,500 |
iShares Barclays Intermediate Credit Bd | $15,001 - $50,000 | $1,001 - $2,500 |
iShares Barclays 1-3 Year Credit Bond | $15,001 - $50,000 | $1,001 - $2,500 |
Flexshares Credit-scored Lon Credit Scored US Long Corp Bd Index Fd | $1,001 - $15,000 | None (or less than $201) |
Flexshares TR Iboxx 5 Yr Target Duration Tips Index Fd Iboxx 5 yr Targetduration Tips Index Fund | $1,001 - $15,000 | None (or less than $201) |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
Apple Inc. - Common Stock (Line items 96-129, 237, 243, 286-287, and 363 are in Family Trust # 4.) | $1,001 - $15,000 | None (or less than $201) |
Bank of America Corp | $1,001 - $15,000 | $201 - $1,000 |
Chevron Corp | $1,001 - $15,000 | $201 - $1,000 |
Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
ConocoPhillips | $1,001 - $15,000 | $201 - $1,000 |
CVS Caremark Corp. | $1,001 - $15,000 | $201 - $1,000 |
Danaher Corp | $1,001 - $15,000 | None (or less than $201) |
EMC Corp | $1,001 - $15,000 | $5,001 - $15,000 |
Express Scripts Holding Co. | $1,001 - $15,000 | None (or less than $201) |
Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 |
General Electric Co | $1,001 - $15,000 | $201 - $1,000 |
Gilead Sciences Inc | $1,001 - $15,000 | None (or less than $201) |
Home Depot Inc | $1,001 - $15,000 | $201 - $1,000 |
Intel Corp | $1,001 - $15,000 | $201 - $1,000 |
JP Morgan Chase & Co | $1,001 - $15,000 | $201 - $1,000 |
Lockheed Martin | $1,001 - $15,000 | $201 - $1,000 |
Merck & Co Inc | $1,001 - $15,000 | $201 - $1,000 |
iShares S&P Global Infrastructure Index | $15,001 - $50,000 | $1,001 - $2,500 |
PowerShares QQQ Trust, Series 1 | $1,001 - $15,000 | None (or less than $201) |
Pfizer Inc | $1,001 - $15,000 | $201 - $1,000 |
Starbucks Corp | $1,001 - $15,000 | $201 - $1,000 |
Target Corp | $1,001 - $15,000 | $201 - $1,000 |
Unitedhealth Group Inc | $1,001 - $15,000 | None (or less than $201) |
US Bancorp | $1,001 - $15,000 | $201 - $1,000 |
Verizon Communications Inc | $1,001 - $15,000 | $201 - $1,000 |
Fortive Corp Common Stock - | $1,001 - $15,000 | None (or less than $201) |
iShares Russell Midcap Index | $15,001 - $50,000 | $201 - $1,000 |
iShares MSCI EAFE ETF | $15,001 - $50,000 | $1,001 - $2,500 |
Vanguard FTSE Emerging Mkts ETF | $1,001 - $15,000 | $201 - $1,000 |
iShares Barclays Intermediate Credit Bd - | $15,001 - $50,000 | $1,001 - $2,500 |
iShares iBoxx $ Invest Grade Corp Bond | $15,001 - $50,000 | $1,001 - $2,500 |
iShares Barclays 1-3 Year Credit Bond | $15,001 - $50,000 | $201 - $1,000 |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
Activision Blizzard, Inc - Common Stock | $1,001 - $15,000 | $1,001 - $2,500 |
Allergan Inc | $15,001 - $50,000 | None (or less than $201) |
Allstate Corp | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc Cap Stk Cl A Cap Stk - | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc Cap Stk Cl C Cap Stk Cl C - | $15,001 - $50,000 | None (or less than $201) |
Baxter Intl Inc | $1,001 - $15,000 | None (or less than $201) |
Biogen Idec Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
Celgene Corp | $1,001 - $15,000 | None (or less than $201) |
Chevron Corp | $1,001 - $15,000 | $201 - $1,000 |
Citigroup Inc | $1,001 - $15,000 | None (or less than $201) |
Coca-Cola Co | $1,001 - $15,000 | None (or less than $201) |
Costco Wholesale Corp | $1,001 - $15,000 | $1,001 - $2,500 |
CVS Caremark Corp. | $15,001 - $50,000 | $201 - $1,000 |
Danaher Corp | $1,001 - $15,000 | $5,001 - $15,000 |
Duke Energy Corp | $1,001 - $15,000 | $201 - $1,000 |
Eaton Corp plc | $1,001 - $15,000 | $1,001 - $2,500 |
EOG Resources | $1,001 - $15,000 | None (or less than $201) |
Express Scripts Holding Co. | $1,001 - $15,000 | $201 - $1,000 |
Exxon Mobil Corp | $15,001 - $50,000 | $201 - $1,000 |
General Electric Co | $15,001 - $50,000 | $201 - $1,000 |
Gilead Sciences Inc | $1,001 - $15,000 | None (or less than $201) |
Home Depot Inc | $15,001 - $50,000 | $201 - $1,000 |
IntercontinentalExchange - | $15,001 - $50,000 | $201 - $1,000 |
JPMorgan Chase - | $15,001 - $50,000 | $1,001 - $2,500 |
McDonald's Corp - | $1,001 - $15,000 | $1,001 - $2,500 |
Mondelez International Inc | $1,001 - $15,000 | $201 - $1,000 |
NIKE Inc B | $1,001 - $15,000 | $1,001 - $2,500 |
Norfolk Southern Corp - | $1,001 - $15,000 | $201 - $1,000 |
Oracle Corp - | $1,001 - $15,000 | $201 - $1,000 |
Pfizer Inc | $1,001 - $15,000 | $2,501 - $5,000 |
QUALCOMM Inc | $1,001 - $15,000 | $201 - $1,000 |
Salesforce.com | $1,001 - $15,000 | None (or less than $201) |
Schlumberger Ltd - | $1,001 - $15,000 | $201 - $1,000 |
Schwab Charles Corp - | $1,001 - $15,000 | None (or less than $201) |
Starbucks Corp - | $1,001 - $15,000 | $2,501 - $5,000 |
Twenty-First Century Fox, Inc | $1,001 - $15,000 | None (or less than $201) |
Walt Disney Co - | $1,001 - $15,000 | $201 - $1,000 |
Wells Fargo & Co - | $15,001 - $50,000 | $1,001 - $2,500 |
Zimmer Biomet Hldgs Inc com - | $15,001 - $50,000 | None (or less than $201) |
Alliance Data Sys Corp Com - | $1,001 - $15,000 | None (or less than $201) |
Bard C.R. Inc - | $1,001 - $15,000 | $1,001 - $2,500 |
Dicks Sporting Goods Inc - | $15,001 - $50,000 | $201 - $1,000 |
Fortive Corp Com - | $1,001 - $15,000 | None (or less than $201) |
Kohl's Corp - | $1,001 - $15,000 | $201 - $1,000 |
Masco Corp | $1,001 - $15,000 | None (or less than $201) |
Nucor Corp - | $1,001 - $15,000 | $201 - $1,000 |
Red Hat Inc - | $1,001 - $15,000 | None (or less than $201) |
Twitter Inc com - | $1,001 - $15,000 | None (or less than $201) |
Rackspace Hosting Inc Com Stk - | $1,001 - $15,000 | None (or less than $201) |
NXP Semiconductors N.V. - Common Stock - | $1,001 - $15,000 | None (or less than $201) |
Shire plc - | $1,001 - $15,000 | $5,001 - $15,000 |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
Activision Blizzard, Inc - Common Stock - | $1,001 - $15,000 | $1,001 - $2,500 |
Allergan Inc - | $1,001 - $15,000 | None (or less than $201) |
Allstate Corp Com - | $1,001 - $15,000 | None (or less than $201) |
Alphabet In Cap Stk Cl A Cap Stk - | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc Cap Stk Cl C Cap Stk Cl C - | $1,001 - $15,000 | None (or less than $201) |
American Tower Corp - | $1,001 - $15,000 | $201 - $1,000 |
Apple Inc. - Common Stock - | $15,001 - $50,000 | $1,001 - $2,500 |
Baxter Intl Inc - | $1,001 - $15,000 | None (or less than $201) |
Biogen Idec Inc. - Common Stock - | $1,001 - $15,000 | None (or less than $201) |
Celgene Corp - | $1,001 - $15,000 | None (or less than $201) |
Chevron Corp - | $1,001 - $15,000 | $201 - $1,000 |
Citigroup Inc - | $1,001 - $15,000 | None (or less than $201) |
Coca-Cola Co | $1,001 - $15,000 | None (or less than $201) |
Costco Wholesale Corp | $1,001 - $15,000 | $201 - $1,000 |
CVS Caremark Corp. | $1,001 - $15,000 | $201 - $1,000 |
Danaher Corp - | $1,001 - $15,000 | $5,001 - $15,000 |
Duke Energy Corp - | $1,001 - $15,000 | $201 - $1,000 |
Eaton Corp plc - | $1,001 - $15,000 | $2,501 - $5,000 |
EOG Resources | $1,001 - $15,000 | None (or less than $201) |
Express Scripts Holding Co. | $1,001 - $15,000 | $201 - $1,000 |
Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 |
General Electric Co - | $1,001 - $15,000 | $201 - $1,000 |
Gilead Sciences Inc | $1,001 - $15,000 | None (or less than $201) |
Home Depot Inc | $1,001 - $15,000 | $201 - $1,000 |
IntercontinentalExchange - | $1,001 - $15,000 | None (or less than $201) |
JP Morgan Chase & Co | $15,001 - $50,000 | $201 - $1,000 |
McDonald's Corp - | $1,001 - $15,000 | $201 - $1,000 |
Mondelez International Inc - | $1,001 - $15,000 | None (or less than $201) |
NIKE Inc B | $1,001 - $15,000 | $201 - $1,000 |
Norfolk Southern Corp - | $1,001 - $15,000 | $201 - $1,000 |
Oracle Corp - | $1,001 - $15,000 | None (or less than $201) |
Pfizer Inc | $1,001 - $15,000 | $1,001 - $2,500 |
QUALCOMM Inc | $1,001 - $15,000 | $201 - $1,000 |
Salesforce.com | $1,001 - $15,000 | None (or less than $201) |
Schlumberger Ltd | $1,001 - $15,000 | $201 - $1,000 |
Schwab Charles Corp | $1,001 - $15,000 | None (or less than $201) |
Starbucks Corp | $1,001 - $15,000 | $2,501 - $5,000 |
Twenty-First Century Fox, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
Walt Disney Co | $1,001 - $15,000 | $201 - $1,000 |
Wells Fargo & Co | $15,001 - $50,000 | $201 - $1,000 |
Zimmer Biomet Hldgs Inc | $1,001 - $15,000 | None (or less than $201) |
Alliance Data System Corp | $1,001 - $15,000 | None (or less than $201) |
Bard C.R. Inc | $1,001 - $15,000 | $1,001 - $2,500 |
Dicks Sporting Goods | $1,001 - $15,000 | $201 - $1,000 |
Fortive Corp Com | $1,001 - $15,000 | None (or less than $201) |
Kohl's Corp | $1,001 - $15,000 | $201 - $1,000 |
Masco Corp | $1,001 - $15,000 | None (or less than $201) |
Red Hat Inc | $1,001 - $15,000 | None (or less than $201) |
Twitter Inc Com | $1,001 - $15,000 | None (or less than $201) |
Rackspace Hosting Inc Com | $1,001 - $15,000 | None (or less than $201) |
NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
Shire plc - American Depositary | $1,001 - $15,000 | $2,501 - $5,000 |
U.S. Bank # 1 cash account | $1,001 - $15,000 | None (or less than $201) |
Ishares TR Global Infrastructure ETF Index | None (or less than $1,001) | $201 - $1,000 |
MFC Vanguard Intl Equity Index Fds (VEU) | None (or less than $1,001) | $201 - $1,000 |
American Tower Corp | $1,001 - $15,000 | $201 - $1,000 |
Apple Inc. - Common Stock | $15,001 - $50,000 | $1,001 - $2,500 |
Metlife Inc | None (or less than $1,001) | $201 - $1,000 |
Verizon Communications Inc | None (or less than $1,001) | $1,001 - $2,500 |
Eaton Corp plc | None (or less than $1,001) | $1,001 - $2,500 |
Intel Corp | None (or less than $1,001) | $1,001 - $2,500 |
Cisco Systems Inc | None (or less than $1,001) | $1,001 - $2,500 |
Altera Corp | None (or less than $1,001) | $2,501 - $5,000 |
Frkln Res Inc | None (or less than $1,001) | $201 - $1,000 |
Coca-Cola Co | None (or less than $1,001) | $201 - $1,000 |
Amgen Inc | None (or less than $1,001) | $5,001 - $15,000 |
Precision Castparts | None (or less than $1,001) | $1,001 - $2,500 |
American Wtr Wks Co | None (or less than $1,001) | $1,001 - $2,500 |
Intel Corp | None (or less than $1,001) | $1,001 - $2,500 |
Cisco Systems Inc | None (or less than $1,001) | $2,501 - $5,000 |
Altera Corp | None (or less than $1,001) | $2,501 - $5,000 |
Frkln Res Inc - | None (or less than $1,001) | $201 - $1,000 |
Amgen Inc | None (or less than $1,001) | $5,001 - $15,000 |
Precision Castparts Corp | None (or less than $1,001) | $1,001 - $2,500 |
American Wtr Wks Co - | None (or less than $1,001) | $1,001 - $2,500 |
Verizon Communications Inc | None (or less than $1,001) | $1,001 - $2,500 |
Intel Corp | None (or less than $1,001) | $1,001 - $2,500 |
Cisco Systems Inc | None (or less than $1,001) | $201 - $1,000 |
Altera Corp | None (or less than $1,001) | $1,001 - $2,500 |
Frkln Res Inc | None (or less than $1,001) | $201 - $1,000 |
Amgen Inc | None (or less than $1,001) | $2,501 - $5,000 |
Precision Castparts Corp | None (or less than $1,001) | $1,001 - $2,500 |
American Wtr Wks | None (or less than $1,001) | $1,001 - $2,500 |
Verizon Communications Inc | None (or less than $1,001) | $1,001 - $2,500 |
Merck & Co Inc | None (or less than $1,001) | $1,001 - $2,500 |
V F Corp | None (or less than $1,001) | $1,001 - $2,500 |
Halliburton Co | None (or less than $1,001) | $201 - $1,000 |
Exxon Mobil Corp | None (or less than $1,001) | $2,501 - $5,000 |
Intel Corp | None (or less than $1,001) | $2,501 - $5,000 |
Verizon Communications Inc | None (or less than $1,001) | $2,501 - $5,000 |
Merck & Co Inc | None (or less than $1,001) | $1,001 - $2,500 |
EMC Corp | None (or less than $1,001) | $201 - $1,000 |
Halliburton Co | None (or less than $1,001) | $201 - $1,000 |
Verizon Communications Inc | None (or less than $1,001) | $2,501 - $5,000 |
V F Corp | None (or less than $1,001) | $1,001 - $2,500 |
Merck & Co Inc | None (or less than $1,001) | $1,001 - $2,500 |
EMC Corp | None (or less than $1,001) | $201 - $1,000 |
Halliburton | None (or less than $1,001) | $1,001 - $2,500 |
Metlife Inc | None (or less than $1,001) | $1,001 - $2,500 |
PowerShares QQQ Trust, Series 1 | None (or less than $1,001) | $5,001 - $15,000 |
iShares MSCI EAFE ETF | None (or less than $1,001) | $1,001 - $2,500 |
Flexshares TR Morningstar Global Upstream Nat Res Index | None (or less than $1,001) | $201 - $1,000 |
St Jude Med Inc Com - | None (or less than $1,001) | $2,501 - $5,000 |
American Wtr Wks Co | None (or less than $1,001) | $1,001 - $2,500 |
Villere Balanced Fund - K | $100,001 - $250,000 | $15,001 - $50,000 |
Villere Balanced Fund - S | $100,001 - $250,000 | $15,001 - $50,000 |
Villere Balanced Fund - Ira bene - TMS | $100,001 - $250,000 | $15,001 - $50,000 |
Villere Balanced Fund - E | $100,001 - $250,000 | $15,001 - $50,000 |
Villere Balanced Fund - Jt | $100,001 - $250,000 | $15,001 - $50,000 |
Villere Balanced Fund - JEF | $250,001 - $500,000 | $15,001 - $50,000 |
Brokerage Cash Account Vil Sep | $250,001 - $500,000 | None (or less than $201) |
Apple Inc. - Vil sep | $100,001 - $250,000 | $50,001 - $100,000 |
BE Aerospace - Vil Sep | $100,001 - $250,000 | $2,501 - $5,000 |
EPIQ Systems - Vil Sep | $100,001 - $250,000 | $5,001 - $15,000 |
Financial Engines, Inc. - Common Stock - Vil Sep | $100,001 - $250,000 | $1,001 - $2,500 |
Flowers Foods - Vil Sep | $50,001 - $100,000 | $5,001 - $15,000 |
Genesee & Wyoming - Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Gulfport Energy - Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Howard Hughes Corp - Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Kearny Financial - Common Stock - Vil Sep | $100,001 - $250,000 | $1,001 - $2,500 |
Leggett & Platt - Vil Sep | $100,001 - $250,000 | $15,001 - $50,000 |
LKQ Corporation - Common Stock - Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Luminex Corporation - Common Stock Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Pool Corporation - Common Stock Vil Sep | $100,001 - $250,000 | $1,001 - $2,500 |
Skyworks Solutions, Inc. - Common Stock Vil Sep | $100,001 - $250,000 | $1,001 - $2,500 |
Steris PLC Vil Sep | $100,001 - $250,000 | $1,001 - $2,500 |
TASER International, Inc. - Common Stock Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Visa Inc Vil Sep | $100,001 - $250,000 | $2,501 - $5,000 |
Berkshire Htwy CLA | Over $1,000,000 | $201 - $1,000 |
2U, Inc. - Common Stock Vil Sep | $100,001 - $250,000 | None (or less than $201) |
3D Systems Corp Vil Sep | $100,001 - $250,000 | None (or less than $201) |
Vanguard Total International Stock ETF - Vi Sep | $250,001 - $500,000 | $15,001 - $50,000 |
Vanguard Growth ETF Vil Sep | $500,001 - $1,000,000 | $5,001 - $15,000 |
Vanguard Total Stock Market ETF Vil Sep | $500,001 - $1,000,000 | $15,001 - $50,000 |
Vanguard Value ETF Vil Sep | $500,001 - $1,000,000 | $15,001 - $50,000 |
U.S. Brokerage Account Cash vil jt | $100,001 - $250,000 | None (or less than $201) |
Bank of America - Vil jt | $15,001 - $50,000 | $2,501 - $5,000 |
Campbell Soup Co - Vil jt | $15,001 - $50,000 | $201 - $1,000 |
Apple Inc. - Vil jt | $50,001 - $100,000 | $15,001 - $50,000 |
BE Aerospace - Vil je | $50,001 - $100,000 | $1,001 - $2,500 |
EPIQ Systems - vil jt | $50,001 - $100,000 | $2,501 - $5,000 |
Financial Engines, Inc. - Common Stock - Vil jt | $50,001 - $100,000 | $1,001 - $2,500 |
Flowers Foods - Vil jt | $15,001 - $50,000 | $2,501 - $5,000 |
Genesee & Wyoming - Vil jt | $50,001 - $100,000 | None (or less than $201) |
Gulfport Energy Corporation - Common Stock - Vil jt | $50,001 - $100,000 | None (or less than $201) |
Howard Hughes Corp - Vil jt | $50,001 - $100,000 | None (or less than $201) |
Kearny Financial - Common Stock - Vil jt | $50,001 - $100,000 | $201 - $1,000 |
Leggett & Platt - vil jt | $50,001 - $100,000 | $2,501 - $5,000 |
LKQ Corporation - Common Stock - Vil jt | $100,001 - $250,000 | None (or less than $201) |
Luminex Corporation - Common Stock - Vil jt | $50,001 - $100,000 | None (or less than $201) |
Oceaneering Intl Inc - Vil jt | $15,001 - $50,000 | $2,501 - $5,000 |
Pool Corporation - Common Stock - Vil jt | $50,001 - $100,000 | $15,001 - $50,000 |
Skyworks Solutions, Inc. - Common Stock - Vil jt | $50,001 - $100,000 | $1,001 - $2,500 |
Steris PLC - Vil jt | $50,001 - $100,000 | None (or less than $201) |
TASER International, Inc. - Common Stock - Vil jt | $100,001 - $250,000 | None (or less than $201) |
Visa Inc - vil jt | $50,001 - $100,000 | $15,001 - $50,000 |
2U, Inc. - Common Stock - Vil jt | $100,001 - $250,000 | None (or less than $201) |
3D Systems Corp - Vil Jt | $50,001 - $100,000 | None (or less than $201) |
Express Scripts Holding Co. - Vil sep | None (or less than $1,001) | $50,001 - $100,000 |
DST SYS Inc Del - Vil Sep | None (or less than $1,001) | $5,001 - $15,000 |
Pinnacle Foods Inc - Vil Sep | None (or less than $1,001) | $15,001 - $50,000 |
Everbank Finl Corp - Vil Sep | None (or less than $1,001) | $2,501 - $5,000 |
Express Scripts Holding Co. - Vil Jt | None (or less than $1,001) | $15,001 - $50,000 |
DST Sys Inc Del - Vil jt | None (or less than $1,001) | $15,001 - $50,000 |
Everbank Finl Corp - Vil Sep | None (or less than $1,001) | $1,001 - $2,500 |
Sarofim Equity Fund - E | $100,001 - $250,000 | $2,501 - $5,000 |
Sarofim Equity Fund - K | $100,001 - $250,000 | $2,501 - $5,000 |
Sarofim Equity Fund - S | $50,001 - $100,000 | $1,001 - $2,500 |
Dreyfus Growth and Income Fund | $15,001 - $50,000 | $1,001 - $2,500 |
Longleaf Partners Fund | $15,001 - $50,000 | $5,001 - $15,000 |
Longleaf Partners International Fund | $15,001 - $50,000 | $201 - $1,000 |
American Europacific Growth Fund - Cap Guardian | $250,001 - $500,000 | $5,001 - $15,000 |
American New Economy Fund - Cap Guardian | $500,001 - $1,000,000 | $5,001 - $15,000 |
American Washington Mutual Investors Fund - Cap Guardian | $500,001 - $1,000,000 | $15,001 - $50,000 |
Bank of McCrory Com (Line items 358-360 and 400-402 are held in Family Trust # 5.) | $500,001 - $1,000,000 | $50,001 - $100,000 |
Berkshire Hathaway B - SunTrust D | $100,001 - $250,000 | None (or less than $201) |
Vanguard Total Stock Market ETF - Suntrust D | $100,001 - $250,000 | $2,501 - $5,000 |
Arnof Brothers - Woodruff County Farms (Farm is included in Family Trust # 6. Leased and income is derived from 1/4 of the crop share.) | Over $1,000,000 | $100,001 - $1,000,000 |
U.S. Bank #2 Cash Accounts (Multiple cash accounts in U.S. Bank # 2 owned by filer, spouse, and dependent children.) | $100,001 - $250,000 | None (or less than $201) |
Ishares TR Russell 2000 ETF - | $15,001 - $50,000 | $201 - $1,000 |
American Express Co - | None (or less than $1,001) | $201 - $1,000 |
V F Corp | None (or less than $1,001) | $201 - $1,000 |
Flexshares TR Morningstar Emerg Mktsfact | None (or less than $1,001) | $1,001 - $2,500 |
American Express | None (or less than $1,001) | $201 - $1,000 |
EMC Corp | None (or less than $1,001) | $201 - $1,000 |
Metlife - | None (or less than $1,001) | $201 - $1,000 |
Nucor Corp | None (or less than $1,001) | $201 - $1,000 |
Flexshares TR Morningstat Emerg Mktsfact | $15,001 - $50,000 | $201 - $1,000 |
Federated Treasury Obligations Fund Institutional Shares (TOIXX) (Line items 372-397 and 403 are included in Family Trust # 7. This trust is included in an estate which has not yet been distributed. The values given for each item are based on a percentage of the filer's share.) | $15,001 - $50,000 | None (or less than $201) |
Federated Treasury Obligations Fund Institutional Shares (TOIXX) | Over $1,000,000 | $201 - $1,000 |
U.S. bank #3 cash account | $50,001 - $100,000 | None (or less than $201) |
Gulfport Energy Corporation - Common Stock | $50,001 - $100,000 | None (or less than $201) |
B/E Aerospace | $100,001 - $250,000 | $2,501 - $5,000 |
TASER International, Inc. - Common Stock | $100,001 - $250,000 | None (or less than $201) |
LKQ Corporation - Common Stock | $100,001 - $250,000 | None (or less than $201) |
Pool Corporation | $50,001 - $100,000 | $1,001 - $2,500 |
2U, Inc. - Common Stock | $100,001 - $250,000 | None (or less than $201) |
Flowers Foods | $15,001 - $50,000 | $201 - $1,000 |
Luminex Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
Bank of the Ozarks - Common Stock | $100,001 - $250,000 | $5,001 - $15,000 |
Berkshire Hathaway B | $50,001 - $100,000 | None (or less than $201) |
Everbank Financial | $100,001 - $250,000 | $1,001 - $2,500 |
Financial Engines, Inc. - Common Stock | $100,001 - $250,000 | $1,001 - $2,500 |
Kearny Financial Corp | $100,001 - $250,000 | $201 - $1,000 |
The Howard Hughes Corp | $15,001 - $50,000 | None (or less than $201) |
Apple Inc | $15,001 - $50,000 | $201 - $1,000 |
Visa Inc | $100,001 - $250,000 | $1,001 - $2,500 |
Vanguard Total International Stock ETF | $100,001 - $250,000 | $2,501 - $5,000 |
Vanguard Total Stock Market | $500,001 - $1,000,000 | $5,001 - $15,000 |
Financial Technology Ventures II | $100,001 - $250,000 | None (or less than $201) |
Cloudmark - provides protection against threats that affect email and mobile messaging. | ||
ETF Securities - asset management firm focusing on Exchange Traded Funds, Commodities, and currencies. | ||
Glaga Spaces Technologies (software development) | ||
Intrepid Learning - Using technology to provide a learning experience platform which empowers learners and improves business performance. | ||
SourceCode Technology Holdings - develops and distributes the K2 software platform. | ||
Financial Technology Ventures III | $250,001 - $500,000 | None (or less than $201) |
Apex Fund Services - Fund Administration Services | ||
ASPire Financial Services - Offers retirement planning solutions. | ||
CardConnect - secure credit card payment processing for businesses | ||
CashStar - gift card programs and payments solutions for businesses. | ||
Catalyst Repository Systems - designs, builds, and runs software platform for discovery, regulatory investigations and compliance. | ||
Centro D (digital media) | ||
Company.com - Social Network & Resource Hub for Small Business | ||
eBao Tech - insurance software life, property & casualty insurers. | ||
Edience - Funding growing businesses in the U.S. Higher Education market. | ||
Spredfast - Social Media Experience Management Software Platform | ||
Utopia, Inc. - software and professional services | ||
Vindicia - subscription billing | ||
Financial Technology Ventures IV | $15,001 - $50,000 | None (or less than $201) |
Cedar Capital - Investment firm. | ||
Clearent - Credit card payment processing service. | ||
Credorax - Merchant Acquiring Bank specializing in cross-border e-commerce payments | ||
Edgewater Markets - develops electronic FX aggregation tool enabling liquidity to clients. | ||
Empyrean Benefit Solutions - Offers advanced adaptive software solutions to the HR Benefits Administratioon Service market. | ||
InvestCloud - provider of flexible and fully integrated digital applets for financial services. | ||
LiveIntent - Solutions for advertisors using email. | ||
NewsCred - Internet marketing service | ||
Perfecto Mobile - offers an automated cloud based mobile app testing tool. | ||
ReliaQuest - Computer security service. | ||
Swan Global Investments - Investment company providing solutions for minimizing market risk. | ||
True Potential - Investment services. | ||
VPay - Virtual Credit Card Payment Solution. | ||
WePay - Online payment services provider. | ||
World First - International money transfer service. | ||
Jefferson Capital Partners I LP | $50,001 - $100,000 | None (or less than $201) |
Packaging Products Corporation - Product packaging service. | ||
Reliant Holding LLC - parent company for 12 other companies that produce, and transport carbon dioxide for use in food products and to medical institutions. | ||
Power I.T. - full service I.T. recruitment center. | ||
Residential real estate, Carmel, CA | Over $1,000,000 | None (or less than $201) |
Federated Treasury Obligations Fund Institutional Shares (TOIXX) (Line item 398-399 are held in Family Trust # 8.) | Over $1,000,000 | None (or less than $201) |
U.S. bank account #3 (cash) | $50,001 - $100,000 | None (or less than $201) |
U.S. bank account #3 (cash) | $1,001 - $15,000 | None (or less than $201) |
Berkshire Hathaway | $100,001 - $250,000 | None (or less than $201) |
Vanguard Total Stock Market | $100,001 - $250,000 | $2,501 - $5,000 |
AH Partners Trust | $1,001 - $15,000 | $15,001 - $50,000 |
Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
Employer or Party | City, State | Status and Terms | Date |
---|---|---|---|
WilmerHale (formerly Wilmer, Cutler & Pickering) | Washington, DC and Boston, MA, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | Sept. 16, 2000 |
Mayer Brown (formerly Mayer, Brown & Platt) | Chicago, , Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | Sept. 16, 1996 |
Liabilities
Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
---|---|---|---|---|
New York Community Bank | Mortgage on Personal Residence | $250,001 - $500,000 | 3.875% | 2012 |
Spouse's Employment Assets
Description | Value | Income Type | Income Amount |
---|---|---|---|
Villere Balanced Fund (IRA) | $50,001 - $100,000 | $5,001 - $15,000 |
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