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Jerome michael adams

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

Former Compensation Sources

See more financial disclosure details ⬇

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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