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 Klitenic
Office of the Director of National Intelligence
General Counsel | Financial Disclosure »
Former Positions Outside Government
- Holland & Knight LLP Partner
- Trump for America, Inc. Served on part- time unpaid basis as member of Presidential Transition Team
Former Compensation Sources
- 28 confidential clients of Holland & Knight LLP Legal Services (names cannot be disclosed because they are subject to D.C. Bar Rule 1.6 and Georgia Bar Rule 1.6). One confidential client is a U.S. company. The remaining 27 confidential clients are individuals.
- AeroTurbine, Inc. (client of Holland & Knight LLP) Legal Services
- American Chemistry Council (client of Holland & Knight LLP) Legal Services
- Axon Enterprise, Inc. (client of Holland & Knight LLP) Legal Services
- Balearia Caribbean, Ltd. (client of Holland & Knight LLP) Legal Services
- CAE SimuFlite, Inc. (client of Holland & Knight LLP) Legal Services
- CSX Corporation (client of Holland & Knight LLP) Legal Services
- California Manufacturing Technology Consulting (client of Holland & Knight LLP) Legal Services
- Commodities & Minerals Enterprise Ltd. (client of Holland & Knight LLP) Legal Services
- CyTech Services, Inc. (client of Holland & Knight LLP) Legal Services
- Duty Free World, Inc. (client of Holland & Knight LLP) Legal Services
- Environmental Systems Research Institute (client of Holland & Knight LLP) Legal Services
- Garson & Shaw LLC (client of Holland & Knight LLP) Legal Services
- Holland & Knight LLP Partner attorney at this law firm.
- New Stetic, S.A. (client of Holland & Knight LLP) Legal Services
- OSI Systems, Inc. (client of Holland & Knight LLP) Legal Services
- OSM Aviation, Inc. (client of Holland & Knight LLP) Legal Services
- Ports America, Inc. (client of Holland & Knight LLP) Legal Services
- Qatar Airways (client of Holland & Knight LLP) Legal Services
- Rochester Institute of Technology (client of Holland & Knight LLP) Legal Services
- SCR Pharmatop (client of Holland & Knight LLP) Legal Services
- Salient CRGT, Inc. (client of Holland & Knight LLP) Legal Services
- The Akal Group (client of Holland & Knight LLP) Legal Services
- U.S. Fence Solutions, Co. (client of Holland & Knight LLP) Legal Services
- USI, Inc. (client of Holland & Knight LLP) Legal Services
- United Parcel Service, Inc. (client of Holland & Knight LLP) Legal Services
- Volaris Airlines (client of Holland & Knight LLP) Legal Services
- Worldwide Flight Services (client of Holland & Knight LLP) Legal Services
Lobbied for
- Key & Keys, LLC, Security products
Employment Assets
| Description | Value | Income |
|---|---|---|
| Holland & Knight LLP (law firm) | $828,483 | |
| Wells Fargo Custodian Traditional IRA | ||
| Blackrock Equity Dividend FD CL I (MADVX) | $15,001 - $50,000 | $201 - $1,000 |
| Dodge & Cox FDS INTL STK FD (DODFX) | $15,001 - $50,000 | $201 - $1,000 |
| First Eagle Funds First Eagle Global Fund Class I (SGIIX) | $15,001 - $50,000 | None (or less than $201) |
| Gabelli Equity SER FD SML Cap Growth Fund Class I SHS (GACIX) | $15,001 - $50,000 | None (or less than $201) |
| Principal FDS INC MidCap Fund INSTL Class (PCBIX) | $15,001 - $50,000 | None (or less than $201) |
| Oppenheimer DEV MKTS CL Y (ODVYX) | $15,001 - $50,000 | None (or less than $201) |
| PIMCO FDS Income FD INSTL CL (PIMIX) | $15,001 - $50,000 | $201 - $1,000 |
| Pioneer Fundamental Growth FD CL Y (FUNYX) | $15,001 - $50,000 | None (or less than $201) |
| Holland & Knight 401K (Trust Profit Sharing Plan) | ||
| Fidelity Freedom 2030 Fund - Class K | $50,001 - $100,000 | $201 - $1,000 |
| Fidelity Government Money Market Fund | None (or less than $1,001) | None (or less than $201) |
| Holland & Knight (Anticipated Discretionary Bonus) | $100,001 - $250,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Maryland 529 College Investment Plan Portfolio 2018 | $100,001 - $250,000 | None (or less than $201) |
| Maryland 529 College Investment Plan Portfolio 2021 | $100,001 - $250,000 | None (or less than $201) |
| Maryland 529 College Investment Plan Portfolio 2024 | $100,001 - $250,000 | None (or less than $201) |
| US bank Account (cash) | $15,001 - $50,000 | None (or less than $201) |
| United Parcel Service | $1,001 - $15,000 | None (or less than $201) |
| Verizon Communications | $50,001 - $100,000 | $201 - $1,000 |
| Consolidated Ventures, Inc. (the value/income of individual holdings is below the reporting threshold.) | $1,001 - $15,000 | None (or less than $201) |
| Proceeds from sale of undeveloped land in Atlanta, Georgia. | None (or less than $1,001) | $100,001 - $1,000,000 |
| Northwestern Mutual Whole Life Policy | $50,001 - $100,000 | $201 - $1,000 |
| Howell McDowell Management Company LLP (Family Partnership) | ||
| Blackrock High Yield Bond Fund | $100,001 - $250,000 | $5,001 - $15,000 |
| MFC iShares 1-3 yr. credit bond ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Chevron Common Stock CVX | $1,001 - $15,000 | $201 - $1,000 |
| DFA Emerging Markets Core Fund | $100,001 - $250,000 | $1,001 - $2,500 |
| DFA International Smallcap Fund | $50,001 - $100,000 | $201 - $1,000 |
| DFA Smallcap Fund | $50,001 - $100,000 | $201 - $1,000 |
| MSCI iShares EAFE ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Home Depot Common Stock HD | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Hewlett Packard Enterprises Common Stock HPE | $1,001 - $15,000 | None (or less than $201) |
| HP Inc CommonStock HPQ | $50,001 - $100,000 | None (or less than $201) |
| Kimberly-Clark Common Stock KMB | $15,001 - $50,000 | $1,001 - $2,500 |
| Coca Cola Common Stock KO | $250,001 - $500,000 | $15,001 - $50,000 |
| McDonald's Corp Common Stock MCD | $100,001 - $250,000 | $5,001 - $15,000 |
| MFC Flexshares Stoxx Global Broad Infrastructure ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| MFB Northern Funds Global Real Estate Fund | $50,001 - $100,000 | $2,501 - $5,000 |
| MFB Northern Funds US Govt Money Market Fund | $1,001 - $15,000 | None (or less than $201) |
| MFB Northern Funds Intl Equity Index Fund | $100,001 - $250,000 | $2,501 - $5,000 |
| MFB Northern Funds Mid Cap Index Fund | $50,001 - $100,000 | $201 - $1,000 |
| MFC Flexshares Trust Quality Dividend ETF | $50,001 - $100,000 | $1,001 - $2,500 |
| Southern Company Commmon Stock SO | $15,001 - $50,000 | $1,001 - $2,500 |
| AT&T Common Stock T | $15,001 - $50,000 | $1,001 - $2,500 |
| MFC Flexshares Trust Boxx 5 YR. Target TIPS | $15,001 - $50,000 | $201 - $1,000 |
| Verizon Common Stock VZ | $1,001 - $15,000 | $201 - $1,000 |
| Exxon Mobil Corp Common Stock XOM | $100,001 - $250,000 | $5,001 - $15,000 |
| Apple Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| AbbVie Inc. | $1,001 - $15,000 | None (or less than $201) |
| Abbott Lab | $1,001 - $15,000 | None (or less than $201) |
| Accenture plc | $1,001 - $15,000 | None (or less than $201) |
| Adobe Systems Incorporated - Common stock | $1,001 - $15,000 | None (or less than $201) |
| Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Archer-Daniels-Midland Co | $1,001 - $15,000 | None (or less than $201) |
| Automatic Data Processing, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Autodesk, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Amer Elec Power Co Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Aetna Inc | $1,001 - $15,000 | None (or less than $201) |
| AFLAC Inc | $1,001 - $15,000 | None (or less than $201) |
| Allergan Inc | $1,001 - $15,000 | None (or less than $201) |
| American Intenational Group | $1,001 - $15,000 | None (or less than $201) |
| Allstate Corp | $1,001 - $15,000 | None (or less than $201) |
| Applied Materials Inc | $1,001 - $15,000 | None (or less than $201) |
| Amgen Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| American Tower | $1,001 - $15,000 | None (or less than $201) |
| Amazon | $1,001 - $15,000 | None (or less than $201) |
| Anthem, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Aon plc | $1,001 - $15,000 | None (or less than $201) |
| AvalonBay Communities Inc | $1,001 - $15,000 | None (or less than $201) |
| Broadcom | $1,001 - $15,000 | None (or less than $201) |
| American Express Co | $1,001 - $15,000 | None (or less than $201) |
| Boeing Co | $1,001 - $15,000 | $201 - $1,000 |
| Bank of American Corp | $1,001 - $15,000 | None (or less than $201) |
| Baxter International Inc. | $1,001 - $15,000 | None (or less than $201) |
| BB&T Corp | $1,001 - $15,000 | None (or less than $201) |
| Becton Dickinson & Co. | $1,001 - $15,000 | None (or less than $201) |
| Baker Hughes | $1,001 - $15,000 | None (or less than $201) |
| Biogen | $1,001 - $15,000 | None (or less than $201) |
| The Bank of New York Mellon Corp | $1,001 - $15,000 | None (or less than $201) |
| Blackrock Inc Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Bristol-Myers Squibb | $1,001 - $15,000 | None (or less than $201) |
| Berkshire Hathaway B | $1,001 - $15,000 | None (or less than $201) |
| Boston Scientific Corp | $1,001 - $15,000 | None (or less than $201) |
| Citigroup Inc. | $1,001 - $15,000 | None (or less than $201) |
| Caterpillar Inc | $1,001 - $15,000 | None (or less than $201) |
| Chubb Corp | $1,001 - $15,000 | None (or less than $201) |
| Crown Castle Intl C | $1,001 - $15,000 | None (or less than $201) |
| Celgene Corp | $1,001 - $15,000 | None (or less than $201) |
| Charter Communications, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Colgate-Palmolive Co | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corporation - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| CME Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Cummins Inc | $1,001 - $15,000 | None (or less than $201) |
| Capital One Financial | $1,001 - $15,000 | None (or less than $201) |
| Conoco Phillips | $1,001 - $15,000 | None (or less than $201) |
| Costco Wholesale Corp | $1,001 - $15,000 | None (or less than $201) |
| Salesforce | $1,001 - $15,000 | None (or less than $201) |
| Cisco Systems | $1,001 - $15,000 | $201 - $1,000 |
| CSX Corp | $1,001 - $15,000 | None (or less than $201) |
| CVS Caremark Corp | $1,001 - $15,000 | None (or less than $201) |
| Chevron Corp | $1,001 - $15,000 | $201 - $1,000 |
| Dominion Energy, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Deere & Co | $1,001 - $15,000 | None (or less than $201) |
| Discover Financial Services | $1,001 - $15,000 | None (or less than $201) |
| Danaher Corp | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $1,001 - $15,000 | None (or less than $201) |
| DowDuPont, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Duke Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Electronic Arts | $1,001 - $15,000 | None (or less than $201) |
| eBay, Inc | $1,001 - $15,000 | None (or less than $201) |
| Ecolab Inc | $1,001 - $15,000 | None (or less than $201) |
| Edison Intl | $1,001 - $15,000 | None (or less than $201) |
| Emerson Electric | $1,001 - $15,000 | None (or less than $201) |
| Enbridge Inc | $1,001 - $15,000 | None (or less than $201) |
| EOG Resources | $1,001 - $15,000 | None (or less than $201) |
| Equinix, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Edwards Life Sciences Corp | $1,001 - $15,000 | None (or less than $201) |
| Exelon Corp | $1,001 - $15,000 | None (or less than $201) |
| Facebook, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| FedEx Corp | $1,001 - $15,000 | None (or less than $201) |
| Fiserv Inc | $1,001 - $15,000 | None (or less than $201) |
| Twenty-First Century Fox, Inc | $1,001 - $15,000 | None (or less than $201) |
| General Dynamics | $1,001 - $15,000 | None (or less than $201) |
| General Electric | $1,001 - $15,000 | None (or less than $201) |
| Giledad Sciences | $1,001 - $15,000 | None (or less than $201) |
| General Mills | $1,001 - $15,000 | None (or less than $201) |
| Corning Inc | $1,001 - $15,000 | None (or less than $201) |
| General Motors Comp | $1,001 - $15,000 | None (or less than $201) |
| Alphabet COOG - Class A | $1,001 - $15,000 | None (or less than $201) |
| Alphabet COOGL - Class C | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Group | $1,001 - $15,000 | None (or less than $201) |
| Halliburton | $1,001 - $15,000 | None (or less than $201) |
| Welltower REIT | $1,001 - $15,000 | None (or less than $201) |
| Home Depot Inc | $1,001 - $15,000 | $201 - $1,000 |
| Honeywell Intl Inc | $1,001 - $15,000 | None (or less than $201) |
| Hewlett-Packard Enterprises | $1,001 - $15,000 | None (or less than $201) |
| HP Inc | $1,001 - $15,000 | None (or less than $201) |
| Humana Inc | $1,001 - $15,000 | None (or less than $201) |
| International Business Machines Corp | $1,001 - $15,000 | $201 - $1,000 |
| IntercontinentalExchange | $1,001 - $15,000 | None (or less than $201) |
| Intel Corp | $1,001 - $15,000 | None (or less than $201) |
| Intl Paper Co | $1,001 - $15,000 | None (or less than $201) |
| Ingersoll-Rand Plc | $1,001 - $15,000 | None (or less than $201) |
| Intuitive Surgical Inc | $1,001 - $15,000 | None (or less than $201) |
| ILL Tool Works (ITW) | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson | $1,001 - $15,000 | $201 - $1,000 |
| JP Morgan Chase & Co | $1,001 - $15,000 | $201 - $1,000 |
| Kraft Heinz | $1,001 - $15,000 | None (or less than $201) |
| Kimberly-Clark | $1,001 - $15,000 | None (or less than $201) |
| Kinder Morgan | $1,001 - $15,000 | None (or less than $201) |
| Coca-Cola Co | $1,001 - $15,000 | $201 - $1,000 |
| Lilly Eli & Co | $1,001 - $15,000 | None (or less than $201) |
| Lockheed Martin | $1,001 - $15,000 | None (or less than $201) |
| Lowes | $1,001 - $15,000 | None (or less than $201) |
| Lam Research Corp | $1,001 - $15,000 | None (or less than $201) |
| Southwest Airlines Co | $1,001 - $15,000 | None (or less than $201) |
| Mastercard Inc A | $1,001 - $15,000 | None (or less than $201) |
| Marriott International - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| McDonald's | $1,001 - $15,000 | None (or less than $201) |
| McKesson Corp | $1,001 - $15,000 | None (or less than $201) |
| Moody's | $1,001 - $15,000 | None (or less than $201) |
| Mondelez Int | $1,001 - $15,000 | None (or less than $201) |
| Medtronic | $1,001 - $15,000 | None (or less than $201) |
| Metlife Inc | $1,001 - $15,000 | None (or less than $201) |
| Marsh & McLennan Companies | $1,001 - $15,000 | None (or less than $201) |
| 3M Co | $1,001 - $15,000 | None (or less than $201) |
| Altria Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Monsanto Co | $1,001 - $15,000 | None (or less than $201) |
| Marathon Petroleum Corp. | $1,001 - $15,000 | None (or less than $201) |
| Merck & Co Inc | $1,001 - $15,000 | None (or less than $201) |
| Morgan Stanley | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corp | $15,001 - $50,000 | $201 - $1,000 |
| Micron Technology Inc | $1,001 - $15,000 | None (or less than $201) |
| NextEra Energy Inc | $1,001 - $15,000 | None (or less than $201) |
| NetFlix Inc | $1,001 - $15,000 | None (or less than $201) |
| NIKE Inc B | $1,001 - $15,000 | None (or less than $201) |
| Northrop Grumman Corp | $1,001 - $15,000 | None (or less than $201) |
| Norfolk Southern Corp | $1,001 - $15,000 | None (or less than $201) |
| Nvidia Corp | $1,001 - $15,000 | None (or less than $201) |
| Newell Brands | $1,001 - $15,000 | None (or less than $201) |
| Omnicom Group (OMC) | $1,001 - $15,000 | None (or less than $201) |
| Oracle Corp | $1,001 - $15,000 | $201 - $1,000 |
| O Reilly Automotive | $1,001 - $15,000 | None (or less than $201) |
| Occidental Petroleum | $1,001 - $15,000 | None (or less than $201) |
| The Priceline Group Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| PepsiCo Inc | $1,001 - $15,000 | $201 - $1,000 |
| Pfizer Inc | $1,001 - $15,000 | $201 - $1,000 |
| ProLogis Inc | $1,001 - $15,000 | None (or less than $201) |
| Phillip Morris Intl | $1,001 - $15,000 | $201 - $1,000 |
| PNC Financial Services Group | $1,001 - $15,000 | None (or less than $201) |
| PPG Industries Inc | $1,001 - $15,000 | None (or less than $201) |
| Prudential Financial Inc | $1,001 - $15,000 | None (or less than $201) |
| Public Storage | $1,001 - $15,000 | None (or less than $201) |
| Phillips 66 | $1,001 - $15,000 | None (or less than $201) |
| Praxair Inc | $1,001 - $15,000 | None (or less than $201) |
| Pioneer Natural Resources | $1,001 - $15,000 | None (or less than $201) |
| Paypal | $1,001 - $15,000 | None (or less than $201) |
| QUALCOMM Inc | $1,001 - $15,000 | None (or less than $201) |
| Raytheon Co | $1,001 - $15,000 | None (or less than $201) |
| Starbucks Co | $1,001 - $15,000 | None (or less than $201) |
| Charles Schwab Corp | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $1,001 - $15,000 | None (or less than $201) |
| Southern Co | $1,001 - $15,000 | None (or less than $201) |
| Simon Property Group | $1,001 - $15,000 | None (or less than $201) |
| S&P Global Inc | $1,001 - $15,000 | None (or less than $201) |
| SunTrust Banks Inc (GA) | $1,001 - $15,000 | None (or less than $201) |
| State Street Corp | $1,001 - $15,000 | None (or less than $201) |
| Constellation Brands Inc A | $1,001 - $15,000 | None (or less than $201) |
| Stryker Corp | $1,001 - $15,000 | None (or less than $201) |
| Sysco Corp | $1,001 - $15,000 | None (or less than $201) |
| AT&T Inc. | $1,001 - $15,000 | $201 - $1,000 |
| TE Connectivity Ltd | $1,001 - $15,000 | None (or less than $201) |
| Target Corp | $1,001 - $15,000 | None (or less than $201) |
| TJX Cos Inc | $1,001 - $15,000 | None (or less than $201) |
| Thermo Fisher Scientific | $1,001 - $15,000 | None (or less than $201) |
| Travelers Cos Inc | $1,001 - $15,000 | None (or less than $201) |
| Time Warner Inc | $1,001 - $15,000 | None (or less than $201) |
| Texas Instruments Inc | $1,001 - $15,000 | None (or less than $201) |
| United Health Group | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) |
| United Parcel Service Inc B | $1,001 - $15,000 | None (or less than $201) |
| US Bancorp | $1,001 - $15,000 | None (or less than $201) |
| United Technologies Corp | $1,001 - $15,000 | None (or less than $201) |
| Visa Inc | $1,001 - $15,000 | None (or less than $201) |
| Valero Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Vertex Pharmaceuticals Inc | $1,001 - $15,000 | None (or less than $201) |
| Verizon Communications Inc | $1,001 - $15,000 | $201 - $1,000 |
| Walgreens Co | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo & Co | $1,001 - $15,000 | $201 - $1,000 |
| Wal-Mart Stores | $1,001 - $15,000 | None (or less than $201) |
| Exxon Mobil Corp | $1,001 - $15,000 | $201 - $1,000 |
| Altaba Inc. | $1,001 - $15,000 | None (or less than $201) |
| Yum! Brands Inc | $1,001 - $15,000 | None (or less than $201) |
| Zimmer Biomet | $1,001 - $15,000 | None (or less than $201) |
| MFO Franklin Floating Rate Daily Access Fund | $50,001 - $100,000 | $2,501 - $5,000 |
| DXC Technology Co. | $1,001 - $15,000 | None (or less than $201) |
| Roper Technologies, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Regeneron Pharmaceuticals Inc. | $1,001 - $15,000 | None (or less than $201) |
| Estee Lauder Cos. | $1,001 - $15,000 | None (or less than $201) |
| CR Bard | $1,001 - $15,000 | None (or less than $201) |
| Marathon Petroleum Corp. | $1,001 - $15,000 | None (or less than $201) |
| PPL Corp. | $1,001 - $15,000 | None (or less than $201) |
| Cognizant Tech Solutions Corp. | $1,001 - $15,000 | None (or less than $201) |
| Monster Beverage Corp. | $1,001 - $15,000 | None (or less than $201) |
| Freeport McMoRan Inc. | $1,001 - $15,000 | None (or less than $201) |
| 5th 3rd Bancorp | $1,001 - $15,000 | None (or less than $201) |
| Skyworks Solutions Inc. | $1,001 - $15,000 | None (or less than $201) |
| WEC Energy Group Inc. | $1,001 - $15,000 | None (or less than $201) |
| Eversource Energy | $1,001 - $15,000 | None (or less than $201) |
| Newmont Mining Corp. | $1,001 - $15,000 | None (or less than $201) |
| Hartford Financial Services Group | $1,001 - $15,000 | None (or less than $201) |
| Family Partnership Bypass Trust (discretionary trust) | $146,850 | |
| Procter & Gamble | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Holland & Knight LLP | Washington, DC, District of Columbia | I may be eligible for a performance based discretionary bonus for services rendered in 2017 up to the date of my departure. This bonus amount would be paid prior to assuming the government position. | March 16, 2010 |
| Holland & Knight LLP (Trust Profit Sharing Plan) | Washington, District of Columbia | I anticipate keeping my 401k plan, which I began contributing to in or around February 2012, but there will be no further contributions after my separation from the firm. | March 16, 2010 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Justice Federal Credit Union | Exercised Line of Credit | $100,001 - $250,000 | 4% | 2013 |
| Justice Federal Credit Union | Exercised Line of Credit | $100,001 - $250,000 | 4% | 2017 |
| Northern Trust (Mortgage on personal residence that was paid off upon sale of home in May 2016.) | Mortgage on Personal Residence | $500,001 - $1,000,000 | 3.2% | 2013 |
| Shellpoint Mortage Servicing | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | 3.6% | 2016 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Wells Fargo Roth IRA | |||
| Wells Fargo Disciplined U.S. Core Fund - Class A | $1,001 - $15,000 | None (or less than $201) | |
| Visiting Nurse Health System OneAmerica 403(B) | |||
| State Street Equity 500 Index Adm | $15,001 - $50,000 | $2,501 - $5,000 | |
| AUL Stable Value Account | $1,001 - $15,000 | None (or less than $201) |
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