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.
Leonard Wolfson
Housing and Urban Development (joined: May 16, 2017)
Assistant Secretary for Congressional and Intergovernmental Relations | Assistant Secretary | Expert | $161,900 | Financial Disclosure »
Special Government Employee
Former Positions Outside Government
- Mortgage Bankers Association Associate Vice President
Former Compensation Sources
- Mortgage Bankers Association I was responsible for formulating and implementing the mortgage industry’s legislative agenda, and representing MBA’s more than 2,200 members on Capitol Hill on a wide array of issues including housing finance reform, the Dodd-Frank Act, and tax policy.
Lobbied for
Employment Assets
| Description | Value | Income |
|---|---|---|
| Mortgage Bankers Association (Trade association ) | $310,835 | |
| Premiere Core Bond (Barings) | $50,001 - $100,000 | None (or less than $201) |
| Mid Cap Value (JP Morgan) | $15,001 - $50,000 | None (or less than $201) |
| New Horizons (T. Rowe Price) | $15,001 - $50,000 | None (or less than $201) |
| Select Fundmental Value (Wellington) | $15,001 - $50,000 | None (or less than $201) |
| MM S&P 500 Index (Northern Trust) | $15,001 - $50,000 | None (or less than $201) |
| Developing Markets (Oppenheimer) | $15,001 - $50,000 | None (or less than $201) |
| Premier Global (Oppenheimer) | $15,001 - $50,000 | None (or less than $201) |
| MassMutual Select Overseas Fund | $15,001 - $50,000 | None (or less than $201) |
| Blue Chip Growth Fund (T. Rowe Price) | $15,001 - $50,000 | None (or less than $201) |
| MassMutual Russell 2000 Small Cap Index (Northern Trust) | $15,001 - $50,000 | None (or less than $201) |
| MassMutual S&P Mid Cap Index (Northern Trust) | $15,001 - $50,000 | None (or less than $201) |
| International Value (Vanguard) | $15,001 - $50,000 | None (or less than $201) |
| American Beacon Small Cap Value Fund | $15,001 - $50,000 | None (or less than $201) |
| Mass Mutual SF Guaranteed | $50,001 - $100,000 | None (or less than $201) |
| Best Buy | $15,001 - $50,000 | $201 - $1,000 |
| DIA: DOW JONES INDUSTRIAL AVERAGE ETF | $1,001 - $15,000 | $201 - $1,000 |
| QQQ: POWERSHARES QQQ TR UNIT | $15,001 - $50,000 | $201 - $1,000 |
| FDIS: FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $1,001 - $15,000 | None (or less than $201) |
| SNAP, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Accenture | $15,001 - $50,000 | None (or less than $201) |
| Office Depot | $1,001 - $15,000 | None (or less than $201) |
| Boston Scientific | $15,001 - $50,000 | None (or less than $201) |
| Apple | $1,001 - $15,000 | None (or less than $201) |
| UnitedHealth Group | $15,001 - $50,000 | None (or less than $201) |
| Amgen Inc | $1,001 - $15,000 | $201 - $1,000 |
| Cirrus Logic, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Shopify, Inc. | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Blue Apron | $1,001 - $15,000 | None (or less than $201) |
| Boeing Co | $1,001 - $15,000 | None (or less than $201) |
| American Airlines Group, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Apple Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Amazon.com, Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| Delta Air Lines | $15,001 - $50,000 | $2,501 - $5,000 |
| SPDR Dow Jones Industrial Average | $15,001 - $50,000 | $201 - $1,000 |
| Google Inc. - Class C Capital Stock | $1,001 - $15,000 | None (or less than $201) |
| Home Depot Inc | $1,001 - $15,000 | $201 - $1,000 |
| iShares Nasdaq Biotechnology Index Fund | $15,001 - $50,000 | None (or less than $201) |
| iShares Russell 1000 Growth Index | $1,001 - $15,000 | None (or less than $201) |
| JetBlue Airways Corporation - Common Stock | $15,001 - $50,000 | $1,001 - $2,500 |
| JP Morgan Chase | $1,001 - $15,000 | $201 - $1,000 |
| Southwest Airlines Co | $15,001 - $50,000 | $5,001 - $15,000 |
| PowerShares QQQ Trust, Series 1 | $15,001 - $50,000 | $201 - $1,000 |
| SPDR S&P 500 | $15,001 - $50,000 | $201 - $1,000 |
| SunTrust Banks Inc (GA) | $1,001 - $15,000 | $201 - $1,000 |
| Matchbox | $15,001 - $50,000 | None (or less than $201) |
| Residential Rental Property (Washington, D.C.) | $250,001 - $500,000 | $15,001 - $50,000 |
| U.S. Credit Union (Cash) | $1,001 - $15,000 | None (or less than $201) |
| American Express | $1,001 - $15,000 | None (or less than $201) |
| Bank of America | $1,001 - $15,000 | None (or less than $201) |
| Best Buy | $1,001 - $15,000 | None (or less than $201) |
| Chipotle Mexican Grill | $1,001 - $15,000 | None (or less than $201) |
| $1,001 - $15,000 | None (or less than $201) | |
| National Beverage Corp | $1,001 - $15,000 | None (or less than $201) |
| IBM | $1,001 - $15,000 | $201 - $1,000 |
| Eli Lilly | $1,001 - $15,000 | $201 - $1,000 |
| Lululemon | $1,001 - $15,000 | None (or less than $201) |
| Office Depot | $1,001 - $15,000 | None (or less than $201) |
| Shake Shack | $15,001 - $50,000 | None (or less than $201) |
| SNAP Inc. | $15,001 - $50,000 | None (or less than $201) |
| Vale | $1,001 - $15,000 | None (or less than $201) |
| FIDELITY MSCI FINANCIALS INDEX | $1,001 - $15,000 | None (or less than $201) |
| Gilead Sciences | $1,001 - $15,000 | None (or less than $201) |
| Verizon Communications | $1,001 - $15,000 | $2,501 - $5,000 |
| Whole Foods Market | $1,001 - $15,000 | None (or less than $201) |
| Groupon, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Potbelly Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| $1,001 - $15,000 | None (or less than $201) | |
| Netflix | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Mortgage Bankers Association | Washington, District of Columbia | I will continue to participate in this defined contribution plan. Neither I nor the plan sponsor will make further contributions after my separation. | Nov. 15, 2008 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Congressional Federal Credit Union | Mortgage (investment/ren tal property) | $100,001 - $250,000 | 4.875 | 2009 |
| SunTrust | Mortgage on Personal Residence | $250,001 - $500,000 | 2.875 | 2013 |
Do you know something about Leonard Wolfson? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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