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.
Jerome Michael Adams
Health and Human Services (joined: Aug. 9, 2017)
Surgeon General | Financial Disclosure »
Bio, via Department of Health and Human Services:
Jerome M. Adams, MD, MPH, the 20th Surgeon General of the United States, was sworn into office by Vice President Mike Pence on September 5, 2017. Dr. Adams, a board-certified anesthesiologist, served as Indiana State Health Commissioner from 2014 to 2017. Dr. Adams, a Maryland native, has bachelor’s degrees in both biochemistry and psychology from the University of Maryland, Baltimore County, a master of public health degree from the University of California at Berkeley, and a medical degree from Indiana University School of Medicine. Dr. Adams was also an associate professor of clinical anesthesia at Indiana University School of Medicine and a staff anesthesiologist at Eskenazi Health, where he was Chair of the Pharmacy and Therapeutics Committee. He has served in leadership positions at a number of professional organizations, including the American Medical Association, the Indiana State Medical Association and the Indiana Society of Anesthesiologists. He is the immediate past Chair of the Professional Diversity Committee for the American Society of Anesthesiologists. As Health Commissioner, Dr. Adams presided over Indiana’s efforts to deal with the state’s unprecedented HIV outbreak. In this capacity, he worked directly with the Centers for Disease Control and Prevention, as well as with state and local health officials and community leaders, and brought the widest range of resources, policies and care available to stem the epidemic affecting that community. He also helped with the successful launch of Indiana’s state-based, consumer-driven alternative to Medicaid expansion and worked with the state legislature to secure more than $10 million to combat infant mortality in high-risk areas of the state. Dr. Adams’ motto as Surgeon General is “better health through better partnerships.” As Surgeon General, Dr. Adams is committed to maintaining strong relationships with the public health community and forging new partnerships with non-traditional partners, including business and law enforcement. He has pledged to lead with science, facilitate locally led solutions to the nation’s most difficult health problems, and deliver higher quality healthcare at lower cost through patient and community engagement and better prevention. As Surgeon General, Dr. Adams oversees the operations of the U.S. Public Health Service Commissioned Corps, which has approximately 6,500 uniformed health officers who serve in nearly 600 locations around the world to promote, protect and advance the health and safety of our nation and our world
Former Positions Outside Government
- American Society of Anesthesiologists Committee Chair
- Eskenazi Health Anesthesiologist (Eskenazi position part of duties of Indiana Univ. position)
- Eskenazi Pharmacy and Therapeutics Committee Chair
- Family Revocable Living Trust Trustee
- Indiana Society of Anesthesiologists Board of Directors Member
- Indiana University School of Medicine/IU Health Physicians Assistant Professor of Anesthesiology
- State of Indiana Indiana State Health Commissioner
Former Compensation Sources
- Indiana University School of Medicine/IU Health Physicians Assistant Professor (Includes Eskenazi position)
- State of Indiana State Health Commissioner
Employment Assets
Description | Value | Income |
---|---|---|
State of Indiana | $220,811 | |
Indiana University School of Medicine/IU Health Physicians | $397,964 | |
Individual Retirement Rollover Account (IRRA) #1 | ||
US Brokerage Account (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
Altria Group Inc. (MO) | $1,001 - $15,000 | None (or less than $201) |
Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) |
Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) |
Gilead Sciences Inc. (GILD) | $1,001 - $15,000 | None (or less than $201) |
Micron Technology Inc. (MU) | $1,001 - $15,000 | None (or less than $201) |
Verifone Systems Inc. (PAY) | $1,001 - $15,000 | None (or less than $201) |
Individual Retirement Rollover Account (IRRA) #2 | ||
AMG Southern Sun U.S. Equity Fund (SSEIX) | $1,001 - $15,000 | None (or less than $201) |
AMG Times Square Small Cap Growth Fund (TSCPX) | $1,001 - $15,000 | None (or less than $201) |
Brown Advisory Growth Equity Fund (BIAGX) | $1,001 - $15,000 | None (or less than $201) |
Causeway International Value Fund (CIVIX) | $1,001 - $15,000 | None (or less than $201) |
Columbia Contrarian Core Fund (SMGIX) | $1,001 - $15,000 | None (or less than $201) |
Deutsche Global Real Estate Securities Fund (RRGAX) | $1,001 - $15,000 | None (or less than $201) |
Europacific Growth Fund Class F2 (AEPFX) | $1,001 - $15,000 | None (or less than $201) |
JP Morgan Mid Cap Value Fund (FLMVX) | $1,001 - $15,000 | None (or less than $201) |
Hartford MidCap Fund (HFMIX) | $1,001 - $15,000 | None (or less than $201) |
John Hancock Disciplined Value Fund (JVLIX) | $1,001 - $15,000 | None (or less than $201) |
JPMorgan Large Cap Core Plus Fund (JLPSX) | $1,001 - $15,000 | None (or less than $201) |
Lazard Emerging Markets Equity Portfolio Institutional (LZEMX) | $1,001 - $15,000 | None (or less than $201) |
MFS International Growth Fund Class I (MQGIX) | $1,001 - $15,000 | None (or less than $201) |
MFS Research Fund Class A (MFRFX) | $1,001 - $15,000 | None (or less than $201) |
Victory Trivalent International Small Cap Fund Class Y (MYSIX) | $1,001 - $15,000 | None (or less than $201) |
Victory Integrity Small Cap Value Fund Class Y (VSVIX) | $1,001 - $15,000 | None (or less than $201) |
AQR Managed Futures Strategy Fund (AQMNX) | $1,001 - $15,000 | None (or less than $201) |
IRA #1 | ||
US Brokerage Account (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) |
AVNET Inc. (AVT) | $1,001 - $15,000 | None (or less than $201) |
Bank Of The Ozarks Inc. (OZRK) | $1,001 - $15,000 | None (or less than $201) |
Halliburton Co. (HAL) | $1,001 - $15,000 | None (or less than $201) |
Marathon Oil Co. (MRO) | $1,001 - $15,000 | None (or less than $201) |
Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) |
Mohawk Industries Inc. (MHK) | $1,001 - $15,000 | None (or less than $201) |
Monolithic Power Systems Inc. (MPWR) | $1,001 - $15,000 | None (or less than $201) |
Newell Brands Inc. (NWL) | $1,001 - $15,000 | None (or less than $201) |
O'Reilly Automotive Inc. New (ORLY) | $1,001 - $15,000 | None (or less than $201) |
Oasis Petroleum Inc. (OAS) | $1,001 - $15,000 | None (or less than $201) |
Roper Technologies Inc. (ROP) | $1,001 - $15,000 | None (or less than $201) |
United Health Group (UNH) | $1,001 - $15,000 | None (or less than $201) |
Wintrust Financial Corp. (WTFC) | $1,001 - $15,000 | None (or less than $201) |
Arris International Inc. (United Kingdom)(ARRS) | $1,001 - $15,000 | None (or less than $201) |
Willis Towers Watson PLC (Ireland)(WLTW) | $1,001 - $15,000 | None (or less than $201) |
Mylan N.V. Euro (Netherlands)(MYL) | $1,001 - $15,000 | None (or less than $201) |
Cyrusone Inc. REIT (CONE) | $1,001 - $15,000 | None (or less than $201) |
Individual Retirement Rollover Account (IRRA) #3 | ||
US Brokerage Account (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
Adidas AG ADR (Germany) (ADDYY) | $1,001 - $15,000 | None (or less than $201) |
Adobe Systems Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) |
Albemarle Corp. (ALB) | $1,001 - $15,000 | None (or less than $201) |
Alexion Pharmaceuticals Inc. (ALXN) | $1,001 - $15,000 | None (or less than $201) |
Alibaba Group Hldg Limited Sponsored Ads (Cayman Island) (BABA) | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc. (GOOG) | $1,001 - $15,000 | None (or less than $201) |
Alphabet Inc. Class A (GOOGL) | $1,001 - $15,000 | None (or less than $201) |
Amazon.com Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) |
Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) |
BioMarin Pharmaceutical Inc. (BMRN) | $1,001 - $15,000 | None (or less than $201) |
Boeing Corp. (BA) | $1,001 - $15,000 | None (or less than $201) |
Bristol-Myers Squibb Co. (BMY) | $1,001 - $15,000 | None (or less than $201) |
Celgene Corp. (CELG) | $1,001 - $15,000 | None (or less than $201) |
Charter Communications Inc. (CHTR) | $1,001 - $15,000 | None (or less than $201) |
Concho Resources Inc. (CXO) | $1,001 - $15,000 | None (or less than $201) |
CostCo Wholesale Corp. (COST) | $1,001 - $15,000 | None (or less than $201) |
EOG Resources Inc. (EOG) | $1,001 - $15,000 | None (or less than $201) |
Facebook Inc. (FB) | $1,001 - $15,000 | None (or less than $201) |
FedEx Corp. (FDX) | $1,001 - $15,000 | None (or less than $201) |
FleetCor Technologies Inc. (FLT) | $1,001 - $15,000 | None (or less than $201) |
Goldman Sachs Group Inc. (GS) | $1,001 - $15,000 | None (or less than $201) |
Home Depot Inc. (HD) | $1,001 - $15,000 | None (or less than $201) |
Illumina Inc. (ILMN) | $1,001 - $15,000 | None (or less than $201) |
JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) |
Marriot International Inc. (MAR) | $1,001 - $15,000 | None (or less than $201) |
Mastercard Inc. (MA) | $1,001 - $15,000 | None (or less than $201) |
Microsoft Corp. (MSFT) | $1,001 - $15,000 | None (or less than $201) |
Monster Beverage Corp. (MNST) | $1,001 - $15,000 | None (or less than $201) |
NetFlix Inc. (NFLX) | $1,001 - $15,000 | None (or less than $201) |
Nike Inc. (NKE) | $1,001 - $15,000 | None (or less than $201) |
NVIDIA Corp. (NVDA) | $1,001 - $15,000 | None (or less than $201) |
O Reilly Automotive Inc. (ORLY) | $1,001 - $15,000 | None (or less than $201) |
Parker-Hannifin Corp. (PH) | $1,001 - $15,000 | None (or less than $201) |
The Priceline Group Inc. (PCLN) | $1,001 - $15,000 | None (or less than $201) |
Qualcomm Inc. (QCOM) | $1,001 - $15,000 | None (or less than $201) |
Red Hat Inc. (RHT) | $1,001 - $15,000 | None (or less than $201) |
Salesforce.com Inc. (CRM) | $1,001 - $15,000 | None (or less than $201) |
Shire PLC (Jersey)(SHPG) | $1,001 - $15,000 | None (or less than $201) |
Splunk Inc. (SPLK) | $1,001 - $15,000 | None (or less than $201) |
TESLA Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) |
Texas Instruments Inc. (TXN) | $1,001 - $15,000 | None (or less than $201) |
Time Warner Inc. (TWX) | $1,001 - $15,000 | None (or less than $201) |
Ulta Beauty Inc. (ULTA) | $1,001 - $15,000 | None (or less than $201) |
Visa Inc. (V) | $1,001 - $15,000 | None (or less than $201) |
Workday Inc. (WDAY) | $1,001 - $15,000 | None (or less than $201) |
Allergan PLC (AGN) | $1,001 - $15,000 | None (or less than $201) |
Broadcom Limited (AVGO) | $1,001 - $15,000 | None (or less than $201) |
Individual Retirement Rollover Account (IRRA) #4 | ||
US Brokerage Account (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
AT&T Inc. (T) | $1,001 - $15,000 | None (or less than $201) |
AbbVie Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) |
Activision Blizzard Inc. (ATVI) | $1,001 - $15,000 | None (or less than $201) |
Alleghany Corp. (Y) | $1,001 - $15,000 | None (or less than $201) |
Allianz SE (AZSEY) | $1,001 - $15,000 | None (or less than $201) |
Allstate Corp. (ALL) | $1,001 - $15,000 | None (or less than $201) |
Altria Group Inc. (MO) | $1,001 - $15,000 | None (or less than $201) |
Ameren Corp. (AEE) | $1,001 - $15,000 | None (or less than $201) |
American Electric Power Company Inc. (AEP) | $1,001 - $15,000 | None (or less than $201) |
Anadarko Petroleum Corp. (APC) | $1,001 - $15,000 | None (or less than $201) |
Arrow Electronics, Inc. (ARW) | $1,001 - $15,000 | None (or less than $201) |
AstraZeneca PLC (AZN) | $1,001 - $15,000 | None (or less than $201) |
Autodesk Inc. (ADSK) | $1,001 - $15,000 | None (or less than $201) |
AXA SA (AXAHY) | $1,001 - $15,000 | None (or less than $201) |
BAE Systems PLC (BAESY) | $1,001 - $15,000 | None (or less than $201) |
BASF SE (BASFY) | $1,001 - $15,000 | None (or less than $201) |
BCE Inc. (BCE) | $1,001 - $15,000 | None (or less than $201) |
WR Berkley Corp. (WRB) | $1,001 - $15,000 | None (or less than $201) |
Berry Global Group Inc. (BERY) | $1,001 - $15,000 | None (or less than $201) |
Biogen Inc. (BIIB) | $1,001 - $15,000 | None (or less than $201) |
Boston Scientific Corp. (BSX) | $1,001 - $15,000 | None (or less than $201) |
British American Tobacco PLC (BTI) | $1,001 - $15,000 | None (or less than $201) |
Brunswick Corp. (BC) | $1,001 - $15,000 | None (or less than $201) |
Cisco Systems Inc. (CSCO) | $1,001 - $15,000 | None (or less than $201) |
Citrix Systems Inc. (CTXS) | $1,001 - $15,000 | None (or less than $201) |
Comcast Corp. (CMCSA) | $1,001 - $15,000 | None (or less than $201) |
Cree Inc. (CREE) | $1,001 - $15,000 | None (or less than $201) |
Crown Holdings Inc. (CCK) | $1,001 - $15,000 | None (or less than $201) |
Deutsche Telekom AG (DTEGY) | $1,001 - $15,000 | None (or less than $201) |
Deutsche Post AG (Germany)(DPSGY) | $1,001 - $15,000 | None (or less than $201) |
Diamondback Energy Inc. (FANG) | $1,001 - $15,000 | None (or less than $201) |
Discover Financial Services (DFS) | $1,001 - $15,000 | None (or less than $201) |
Discovery Communications Inc. (DISCA) | $1,001 - $15,000 | None (or less than $201) |
Dolby Laboratories, Inc. (DLB) | $1,001 - $15,000 | None (or less than $201) |
Dominion Resources Inc. (D) | $1,001 - $15,000 | None (or less than $201) |
DOW Chemical Co. (DOW) | $1,001 - $15,000 | None (or less than $201) |
Duke Energy Corp. (DUK) | $1,001 - $15,000 | None (or less than $201) |
East West Bancorp Inc. (EWBC) | $1,001 - $15,000 | None (or less than $201) |
EBay Inc. (EBAY) | $1,001 - $15,000 | None (or less than $201) |
Edison International (EIX) | $1,001 - $15,000 | None (or less than $201) |
Energen Corp. (EGN) | $1,001 - $15,000 | None (or less than $201) |
Entergy Corp. (ETR) | $1,001 - $15,000 | None (or less than $201) |
Exxon-Mobil Corp. (XOM) | $1,001 - $15,000 | None (or less than $201) |
Fidelity National Information Services Inc. (FIS) | $1,001 - $15,000 | None (or less than $201) |
Fifth Third Bancorp (FITB) | $1,001 - $15,000 | None (or less than $201) |
Fluor Corp. (FLR) | $1,001 - $15,000 | None (or less than $201) |
Freeport-McMoRan Inc. (FCX) | $1,001 - $15,000 | None (or less than $201) |
GlaxoSmithKline PLC (United Kingdom)(GSK) | $1,001 - $15,000 | None (or less than $201) |
Great Plains Energy Inc. (GXP) | $1,001 - $15,000 | None (or less than $201) |
Harris Corp. (HRS) | $1,001 - $15,000 | None (or less than $201) |
Huntington Bancshares Inc. (HBAN) | $1,001 - $15,000 | None (or less than $201) |
Imperial Brands PLC (IMBBY) | $1,001 - $15,000 | None (or less than $201) |
Ionis Pharmaceuticals Inc. (IONS) | $1,001 - $15,000 | None (or less than $201) |
Kimberly Clark Corp. (KMB) | $1,001 - $15,000 | None (or less than $201) |
L3 Technologies Inc. (LLL) | $1,001 - $15,000 | None (or less than $201) |
Laboratory Corp of America Holdings (LH) | $1,001 - $15,000 | None (or less than $201) |
Liberty Interactive Corp. (QVCA) | $1,001 - $15,000 | None (or less than $201) |
Liberty Media Corp. Delaware (LSXMK) | $1,001 - $15,000 | None (or less than $201) |
Loews Corp. (L) | $1,001 - $15,000 | None (or less than $201) |
ManpowerGroup Inc. (MAN) | $1,001 - $15,000 | None (or less than $201) |
Marathon Petroleum Corp. (MPC) | $1,001 - $15,000 | None (or less than $201) |
Marsh & McLennan Companies Inc. (MMC) | $1,001 - $15,000 | None (or less than $201) |
Masco Corp. (MAS) | $1,001 - $15,000 | None (or less than $201) |
McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) |
Merck & Company Inc. (MRK) | $1,001 - $15,000 | None (or less than $201) |
Cie Generale des Etablissements Michelin (MGDDY) | $1,001 - $15,000 | None (or less than $201) |
Microchip Technology Inc. (MCHP) | $1,001 - $15,000 | None (or less than $201) |
Munich Rueckversicherungs-Gesellschaft AG in Muenchen (MURGY) | $1,001 - $15,000 | None (or less than $201) |
National Grid PLC Spon (United Kingdom)(NGG) | $1,001 - $15,000 | None (or less than $201) |
Nestle S A (NSRGY) | $1,001 - $15,000 | None (or less than $201) |
Newell Brands Inc. (NWL) | $1,001 - $15,000 | None (or less than $201) |
Novartis A G (NVS) | $1,001 - $15,000 | None (or less than $201) |
Nuance Communications Inc. (NUAN) | $1,001 - $15,000 | None (or less than $201) |
Nucor Corp. (NUE) | $1,001 - $15,000 | None (or less than $201) |
Occidental Petroleum Corp. (OXY) | $1,001 - $15,000 | None (or less than $201) |
Orkla A SA (ORKLY) | $1,001 - $15,000 | None (or less than $201) |
PG&E Corp. (PCG) | $1,001 - $15,000 | None (or less than $201) |
PPL Corp. (PPL) | $1,001 - $15,000 | None (or less than $201) |
Parsley Energy Inc. (PE) | $1,001 - $15,000 | None (or less than $201) |
Pfizer Inc. (PFE) | $1,001 - $15,000 | None (or less than $201) |
Philip Morris International Inc. (PM) | $1,001 - $15,000 | None (or less than $201) |
Qualcomm Inc. (QCOM) | $1,001 - $15,000 | None (or less than $201) |
RSP Permian Inc. (RSPP) | $1,001 - $15,000 | None (or less than $201) |
Regal Entertainment Group (RGC) | $1,001 - $15,000 | None (or less than $201) |
Reinsurance Group of America Inc. (RGA) | $1,001 - $15,000 | None (or less than $201) |
Reynolds American Inc. (RAI) | $1,001 - $15,000 | None (or less than $201) |
Robert Half International Inc. (RHI) | $1,001 - $15,000 | None (or less than $201) |
Roche Holding AG (RHHBY) | $1,001 - $15,000 | None (or less than $201) |
Rogers Communications Inc. (RCI) | $1,001 - $15,000 | None (or less than $201) |
Royal Dutch Shell (RDS-A) | $1,001 - $15,000 | None (or less than $201) |
SSE PLC (SSEZY) | $1,001 - $15,000 | None (or less than $201) |
Sanofi (SNY) | $1,001 - $15,000 | None (or less than $201) |
Scor SE (SCRYY) | $1,001 - $15,000 | None (or less than $201) |
Siemens A G (SIEGY) | $1,001 - $15,000 | None (or less than $201) |
Sky PLC (SKYAY) | $1,001 - $15,000 | None (or less than $201) |
Stanley Black & Decker Inc. (SWK) | $1,001 - $15,000 | None (or less than $201) |
State Street Corp. (STT) | $1,001 - $15,000 | None (or less than $201) |
Statoil ASA (STO) | $1,001 - $15,000 | None (or less than $201) |
Steel Dynamics Inc. (STLD) | $1,001 - $15,000 | None (or less than $201) |
SunTrust Banks Inc. (STI) | $1,001 - $15,000 | None (or less than $201) |
Swisscom AG (SCMWY) | $1,001 - $15,000 | None (or less than $201) |
TD Ameritrade Holding Corp. (AMTD) | $1,001 - $15,000 | None (or less than $201) |
Telstra Corp. Limited (TLSYY) | $1,001 - $15,000 | None (or less than $201) |
Terna Rete Elettrica Nazionale SpA (TEZNY) | $1,001 - $15,000 | None (or less than $201) |
Texas Instruments Inc. (TXN) | $1,001 - $15,000 | None (or less than $201) |
Total S A (TOT) | $1,001 - $15,000 | None (or less than $201) |
Twitter Inc. (TWTR) | $1,001 - $15,000 | None (or less than $201) |
Unibail-Rodamco SE (UNRDY) | $1,001 - $15,000 | None (or less than $201) |
Unilever PLC (UL) | $1,001 - $15,000 | None (or less than $201) |
United Parcel Service Inc. (UPS) | $1,001 - $15,000 | None (or less than $201) |
United Health Group Inc. (UNH) | $1,001 - $15,000 | None (or less than $201) |
Unum Group (UNM) | $1,001 - $15,000 | None (or less than $201) |
Verizons Communications Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) |
Vertex Pharmaceuticals Inc. (VRTX) | $1,001 - $15,000 | None (or less than $201) |
Vodafone Group PLC (VOD) | $1,001 - $15,000 | None (or less than $201) |
WEC Energy Group Inc. (WEC) | $1,001 - $15,000 | None (or less than $201) |
Waste Management Inc. (WM) | $1,001 - $15,000 | None (or less than $201) |
Western Digital Corp. (WDC) | $1,001 - $15,000 | None (or less than $201) |
Daimler AG (DDAIF) | $1,001 - $15,000 | None (or less than $201) |
Allergan PLC (AGN) | $1,001 - $15,000 | None (or less than $201) |
Amdocs Limited (DOX) | $1,001 - $15,000 | None (or less than $201) |
Aon PLC (AON) | $1,001 - $15,000 | None (or less than $201) |
Eaton Corp. PLC (ETN) | $1,001 - $15,000 | None (or less than $201) |
Ingersoll-Rand PLC (IR) | $1,001 - $15,000 | None (or less than $201) |
Weatherford International (WFT) | $1,001 - $15,000 | None (or less than $201) |
Johnson Controls International PLC (JCI) | $1,001 - $15,000 | None (or less than $201) |
Medtronics PLC (MDT) | $1,001 - $15,000 | None (or less than $201) |
Seagate Technology (Ireland) (STX) | $1,001 - $15,000 | None (or less than $201) |
Pentair (Ireland) (PNR) | $1,001 - $15,000 | None (or less than $201) |
TE Connectivity Limited (Switzerland) (TEL) | $1,001 - $15,000 | None (or less than $201) |
Broadcom Limited (Singapore) (AVGO) | $1,001 - $15,000 | None (or less than $201) |
FLEX Limited Ord (Singapore) (FLEX) | $1,001 - $15,000 | None (or less than $201) |
Boston Properties Inc. REIT (BXP) | $1,001 - $15,000 | None (or less than $201) |
Enterprise Products Partners (EPD) | $1,001 - $15,000 | None (or less than $201) |
Iron Mountain Inc. (IRM) | $1,001 - $15,000 | None (or less than $201) |
Regency Centers Corp. REIT (REG) | $1,001 - $15,000 | None (or less than $201) |
SL Green Realty (SLG) | $1,001 - $15,000 | None (or less than $201) |
Welltower Inc REIT (HCN) | $1,001 - $15,000 | None (or less than $201) |
iShares Russell Mid-Cap Value ETF (IWS) | $1,001 - $15,000 | None (or less than $201) |
State of Indiana Public Employee Deferred Compensation Plan (457(b) Plan) | ||
Indiana 2035 Fund | $1,001 - $15,000 | None (or less than $201) |
Indiana Public Retirement System - My Choice Retirement Savings Plan | ||
2040 Retirement Fund | $15,001 - $50,000 | None (or less than $201) |
Indiana University Retirement Plan | ||
Fidelity International Capital Appreciation Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Emerging Markets Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity International Discovery Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Small Cap Discovery Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Mid Cap Stock Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Blue Chip Growth Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Contrafund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Equity Income Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Total Bond Fund | $1,001 - $15,000 | None (or less than $201) |
Indiana University Health Physicians Retirement Savings Plan | ||
Vanguard Retirement Target 2045 Fund | $1,001 - $15,000 | None (or less than $201) |
MetWest Total Return Bond Fund | $1,001 - $15,000 | None (or less than $201) |
American Beacon Large Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
Vanguard Institutional Index Fund | $1,001 - $15,000 | None (or less than $201) |
American Funds AMCAP Fund | $1,001 - $15,000 | None (or less than $201) |
Victory Munder Mid Cap Core Growth Fund | $1,001 - $15,000 | None (or less than $201) |
Fidelity Advisor Small Cap Fund | $1,001 - $15,000 | None (or less than $201) |
American Funds Euro Pacific Growth Fund Class R6 | $1,001 - $15,000 | None (or less than $201) |
American Century High-Yield Fund (ABHIX) | None (or less than $1,001) | $201 - $1,000 |
Thornburg Intermediate Municipal Fund (THIMX) | None (or less than $1,001) | $201 - $1,000 |
Other Income/Assets
Description | Value | Income |
---|---|---|
US bank account #1 (Cash Account) | $100,001 - $250,000 | None (or less than $201) |
US Money Market Account (Cash Account) | $50,001 - $100,000 | None (or less than $201) |
US bank account #2 (Cash Account) | $1,001 - $15,000 | None (or less than $201) |
Lincoln Variable Life Policy | ||
Lincoln (LVIP) Baron Growth Opportunities Svc Fund | $1,001 - $15,000 | None (or less than $201) |
Lincoln (LVIP) Global Income Fund | $1,001 - $15,000 | None (or less than $201) |
Lincoln (LVIP) Clarion Global Real Estate Fund | $1,001 - $15,000 | None (or less than $201) |
Lincoln (LVIP) JPMorgan Select Mid Cap Value Managed Volitility Fund | $1,001 - $15,000 | None (or less than $201) |
American Funds Insurance Series Growth Income Fund | $1,001 - $15,000 | None (or less than $201) |
American Funds Insurance Series International Fund | $1,001 - $15,000 | None (or less than $201) |
Delaware VIP High Yield Series | $1,001 - $15,000 | None (or less than $201) |
Fidelity VIP Contrafund Portfolio | $1,001 - $15,000 | None (or less than $201) |
Lincoln (LVIP) Delaware Bond Fund | $1,001 - $15,000 | None (or less than $201) |
Lincoln (LVIP) Government Money Market Fund | $1,001 - $15,000 | None (or less than $201) |
MFS VIT Utilities Series | $1,001 - $15,000 | None (or less than $201) |
Delaware VIP Diversified Income Series | $1,001 - $15,000 | None (or less than $201) |
Delaware VIP Emerging Markets Series | $1,001 - $15,000 | None (or less than $201) |
Delaware VIP Limited-Term Diversified Income Series | $1,001 - $15,000 | None (or less than $201) |
Fidelity VIP Mid Cap Portfolio | $1,001 - $15,000 | None (or less than $201) |
Franklin Mutual Shares VIP Fund Class 1 | $15,001 - $50,000 | None (or less than $201) |
Indiana CollegeChoice Advisor 529 Savings Plan #1 | ||
College Choice 2028 Enrollment Portfolio Class C | $15,001 - $50,000 | None (or less than $201) |
Indiana CollegeChoice Advisor 529 Savings Plan #2 | ||
College Choice 2022 Enrollment Portfolio Class C | $15,001 - $50,000 | None (or less than $201) |
Indiana CollegeChoice Advisor 529 Savings Plan #3 | ||
College Choice 2025 Enrollment Portfolio Class C | $15,001 - $50,000 | None (or less than $201) |
US Brokerage Account (Family Revocable Living Trust) | ||
US Brokerage Account (Cash Account) | $15,001 - $50,000 | None (or less than $201) |
Columbia High Yield Municipal Fund (SRHMX) | $15,001 - $50,000 | None (or less than $201) |
Federated Kaufmann Large Cap Fund Institutional Shares (KLCIX) | $15,001 - $50,000 | None (or less than $201) |
Oakmark International Fund (OAKIX) | $1,001 - $15,000 | None (or less than $201) |
Prudential National Municipals Fund (DNMZX) | $15,001 - $50,000 | None (or less than $201) |
Thornburg Limited Term Municipal Fund (LTMFX) | $1,001 - $15,000 | None (or less than $201) |
US bank account #3 (Cash Account) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
Employer or Party | City, State | Status and Terms | Date |
---|---|---|---|
State of Indiana | Indianapolis, Indiana | I will retain my State of Indiana 457(b) Public Employee Deferred Compensation Plan. The Plan sponsor will no longer make contributions after I leave this position. | Oct. 16, 2014 |
State of Indiana | Indianapolis, Indiana | I will retain my State of Indiana 401(a) Public Employee Deferred Compensation Matching Plan. The Plan sponsor will no longer make contributions after I leave this position. | Oct. 16, 2014 |
State of Indiana | Indianapolis, Indiana | I will retain my Indiana Public Retirement System - My Choice Retirement Savings Plan. The Plan sponsor will no longer make contributions after I leave this position. | Oct. 16, 2014 |
Indiana University | Indianapolis, Indiana | I will retain my Indiana University Retirement Plan. The Plan sponsor will no longer make contributions after I leave this position. | Jan. 16, 2008 |
Indiana University | Indianapolis, Indiana | I will retain my Indiana University Health Physicians Retirement Savings Plan. The Plan sponsor will no longer make contributions after I leave this position. | July 16, 2015 |
Liabilities
Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
---|---|---|---|---|
SunTrust | Mortgage on Personal Residence | $250,001 - $500,000 | 3.5% | 2012 |
Bank of Indianapolis | Home Equity Line of Credit on Personal Residence | $100,001 - $250,000 | 4% | 2012 |
Navient Corp. | Student Loan | $15,001 - $50,000 | 3.5% | 2002 |
Spouse's Employment Assets
Description | Value | Income Type | Income Amount |
---|---|---|---|
IRA #1 | |||
Federated Kaufmann Large Cap Fund Class C (KLCCX) | $1,001 - $15,000 | None (or less than $201) | |
IRA #2 | |||
US Brokerage Account (Cash Account) | $1,001 - $15,000 | None (or less than $201) | |
Bank of America Corp. (BAC) | $1,001 - $15,000 | None (or less than $201) | |
Baron Growth Fund Retail Class (BGRFX) | $1,001 - $15,000 | None (or less than $201) | |
First Eagle Fund of America (FEFAX) | $1,001 - $15,000 | None (or less than $201) | |
Transamerica Global Equity Fund (TMUIX) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Jerome Michael Adams? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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