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.
Kyle Hauptman
Treasury (joined: Jan. 23, 2017)
Advisor | $114,590-$148,967 | Financial Disclosure »
Former Positions Outside Government
- American Enterprise Institute Senior Development Manager
- Main Street Growth Project Managing Director
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).
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 |
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