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Leonard Wolfson

Housing and Urban Development (joined: May 16, 2017)

Assistant Secretary for Congressional and Intergovernmental Relations | Assistant Secretary | Expert | $161,900 | Financial Disclosure »

Stopwatch
Special Government Employee

Former Positions Outside Government

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.

See more financial disclosure details ⬇

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)
Facebook $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)
Twitter $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

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