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Kyle Hauptman

Treasury (joined: Jan. 23, 2017)

Advisor | $114,590-$148,967 | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

  • American Enterprise Institute I worked in development (fundraising) for this non-profit. (I worked at AEI in 2014 and 2015.)
  • Main Street Growth Project I conducted advocacy work on behalf of free market financial policies. This work consisted of media (columns, radio, social media).

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Main Street Growth Project $148,823
Main Street Growth Project $27,000
Lending Club IRA $15,001 - $50,000 $1,001 - $2,500
Fidelity New Market $1,001 - $15,000 $201 - $1,000
Fidelity Total Market $1,001 - $15,000 None (or less than $201)
Fidelity 500 Index Fund $1,001 - $15,000 None (or less than $201)
PowerShares Russell 1000 Equal Weight Portfolio $1,001 - $15,000 None (or less than $201)
DFA Emerging Markets Core Equity Portfolio $15,001 - $50,000 $201 - $1,000
Neuberger Berman High Income Bond Fund $1,001 - $15,000 $201 - $1,000
Blackrock MSCI ACWI $15,001 - $50,000 $1,001 - $2,500
Blackrock Barclays Aggregate Bond $15,001 - $50,000 $201 - $1,000
DFA Emerging Markets Core Equity Portfolio $50,001 - $100,000 $1,001 - $2,500
DFA US Small Cap Value Portfolio $50,001 - $100,000 $1,001 - $2,500

Other Income/Assets

Description Value Income
4.6% SHARE OF BLUEMATRIX LLC, A PRIVATE COMPANY (Private company; it is a partnership, and each year I receive a K-1 for my share of the proceeds (if any) as a result of being a minority owner. I have no management role. My partnership proceeds are taxed as regular income.) $1,000,001 - $5,000,000 $45,797
Fidelity 500 Index Fund $100,001 - $250,000 $2,501 - $5,000
iShares iBoxx $ High Yield Corporate Bd $1,001 - $15,000 $201 - $1,000
iShares iBoxx $ Invest Grade Corp Bond $1,001 - $15,000 None (or less than $201)
SPDR S&P 500 ETF Trust $50,001 - $100,000 $1,001 - $2,500
Vanguard Small-Cap Index Admiral Shares $50,001 - $100,000 $1,001 - $2,500
Vanguard Total Stock Market ETF $50,001 - $100,000 $1,001 - $2,500
Vanguard Total International Stock ETF $1,001 - $15,000 $201 - $1,000
Utilities Select Sector SPDR Fund $15,001 - $50,000 $1,001 - $2,500
RENTAL PROPERTY: TOKYO, ADACHI-KU (I have listed the total rent received. The actual taxable income, after expenses, is much less.) $15,001 - $50,000 $5,001 - $15,000
Rental Property: Tokyo, Minato (I have listed the total rent received. The actual taxable income, after expenses, is much less.) $100,001 - $250,000 $5,001 - $15,000
Rental Property in DC. 1451 Park Road NW #419, 20010 (I have listed the total rent received. The actual taxable income, after expenses, is much less.) $100,001 - $250,000 $15,001 - $50,000
Rental Property in DC. 2615 4th Street NE #B3, 20002 (I have listed the total rent received. The actual taxable income, after expenses, is much less.) $100,001 - $250,000 $15,001 - $50,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Lehman Brothers New York City, New York I will not participate in this defined contribution plan after my separation. Sept. 16, 2004
American Enterprise Institute Washington, District of Columbia I will not participate in this defined contribution plan after my separation. March 16, 2013

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Commonwealth Bank of Australia (This loan is in Japanese Yen, held by the Tokyo branch of Commonwealth Bank of Australia.) Mortgage (investment/ren tal property) $50,001 - $100,000 2.1% 2010
BB&T Mortgage (investment/ren tal property) $100,001 - $250,000 4.25 2015
BB&T (I have 2 mortgages with BB&T. Both are for investment properties in Washington, DC. Both properties (& mortgages) were obtained in 2015 and have identical loan terms and interest rates.) Mortgage (investment/ren tal property) $100,001 - $250,000 4.25 2015
Navient (This is actually 2 separate loans; the balance for each is around $6500 and both have identical terms & interest rates.) Student Loan $10,001 - $15,000 1.75 2004

Do you know something about Kyle Hauptman? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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