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.
Marc Short departed July 1, 2018
White House Office (joined: Jan. 20, 2017)
Assistant to the President and Director of the Office of Legislative Affairs | Financial Disclosure »
Former Positions Outside Government
- Advance Strategies, LLC President
- Freedom Partners President
Former Compensation Sources
- Advance Strategies, LLC Provide government relations and political consulting services to clients
- Club for Growth Strategic political consulting
- General Electric Strategic political consulting
- Marco Rubio for President Strategic Political Consulting
- Mike Pence for Indiana Strategic political consulting.
- Mike Pompeo for Congress Strategic political consulting
- National Republican Senatorial Committee Strategic political consulting
- Susan B. Anthony List Development and government relations consulting
- Trump for America Strategic political consulting
Employment Assets
| Description | Value | Income |
|---|---|---|
| Freedom Partners | $78,000 | |
| Advance Strategies, LLC (Government Relations Consulting) | $378,595 | |
| IRA | $250,001 - $500,000 | $5,001 - $15,000 |
| AMAZON COM INC STOCK | $1,001 - $15,000 | None (or less than $201) |
| BLACKHAWK NETWORK HLDGS INC | $1,001 - $15,000 | None (or less than $201) |
| CATERPILLAR INC. STOCK | $1,001 - $15,000 | $201 - $1,000 |
| COCA COLA COMPANY ST | $1,001 - $15,000 | $201 - $1,000 |
| DEVON ENERGY CORP | $15,001 - $50,000 | None (or less than $201) |
| INTERNATIONAL BUSINESS MACHINES | $15,001 - $50,000 | $201 - $1,000 |
| KINDER MORGAN INC STOCK | $1,001 - $15,000 | $201 - $1,000 |
| LILLY ELI | $1,001 - $15,000 | $201 - $1,000 |
| NETFLIX INC STOCK | $1,001 - $15,000 | None (or less than $201) |
| QUALCOMM INC C | $1,001 - $15,000 | $201 - $1,000 |
| TESORO CORP. STOCK | $15,001 - $50,000 | $201 - $1,000 |
| DOMINION MIDSTREAM PARTNERS | $1,001 - $15,000 | $201 - $1,000 |
| ENTERPRISE PRODUCTS PARTNERS | $15,001 - $50,000 | $1,001 - $2,500 |
| RIVERFRONT DYNAMIC EQUITY INCOME FUND | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TR CORE S&P500 ETF (IVV) | $50,001 - $100,000 | $1,001 - $2,500 |
| ISHARES TR RUSSELL 2000 ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR CORE S&P SCP ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES INCORPORATED MSCI SINGPOR ETF (EWF) | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR CORE HIGH DV ETF | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES QQQ TRUST UNIT SERIES 1 | $15,001 - $50,000 | $201 - $1,000 |
| SECTOR SPDR TR SBI INT-ENERGY (XLE) | $15,001 - $50,000 | $201 - $1,000 |
| ROTH IRA | $50,001 - $100,000 | $1,001 - $2,500 |
| APPLE INC | $1,001 - $15,000 | None (or less than $201) |
| FEDERATED CLOVER SMALL VALUE FUND INST SHARES IS N/L (VSFIX) | $15,001 - $50,000 | |
| FEDERATED INTL STRATEGIC VALUE DIV FD INST SHRS IS | $1,001 - $15,000 | $201 - $1,000 |
| FEDERATED STRATEGIC VALUE DIVIDEND FUND INST SHARES IS N (SVAIX) | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TR CORE S&P500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TR CORE HIGH DV ETF (HDV) | $1,001 - $15,000 | $201 - $1,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| JOINT INVESTMENT ACCOUNT | $250,001 - $500,000 | $5,001 - $15,000 |
| ABBOTT LABS STOCK | $1,001 - $15,000 | $201 - $1,000 |
| APPLE INCORPORATED STOCK | $15,001 - $50,000 | $201 - $1,000 |
| BB&T COR | $15,001 - $50,000 | $201 - $1,000 |
| CHESAPEAKE ENERGY CORPORATION STOCK | $1,001 - $15,000 | |
| CONOCOPHILLIPS STOCK | $1,001 - $15,000 | None (or less than $201) |
| DANAHER CO | $1,001 - $15,000 | None (or less than $201) |
| DISNEY WALT COMP | $15,001 - $50,000 | $201 - $1,000 |
| DOMINION RES INC. STOCK | $1,001 - $15,000 | $201 - $1,000 |
| EBAY INC | $1,001 - $15,000 | None (or less than $201) |
| EXXON MOBIL CORP. STOCK | $15,001 - $50,000 | $1,001 - $2,500 |
| FORTIVE CORP. STOCK | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson STOCK | $15,001 - $50,000 | $201 - $1,000 |
| PAYPAL HOLDINGS INC STOCK | $1,001 - $15,000 | None (or less than $201) |
| Qualys, Inc. - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| ISHARES TR CORE S&P MCP ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TR CORE S&P SCP | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TR CORE HIGH DV ETF | $15,001 - $50,000 | $201 - $1,000 |
| SPDR S&P 500 ETF TRUST | $15,001 - $50,000 | $201 - $1,000 |
| SPDR SERIES TRUST S&P DIVID ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| Google Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Google Inc | $1,001 - $15,000 | None (or less than $201) |
| Amazon.com, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| AMERICAN WATER WORKS CO (AWK) | $1,001 - $15,000 | |
| Becton Dickinson & Co | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Inc | $1,001 - $15,000 | None (or less than $201) |
| Boeing Co | $1,001 - $15,000 | None (or less than $201) |
| Capital One Financial | None (or less than $1,001) | None (or less than $201) |
| Chevron Corp | $1,001 - $15,000 | None (or less than $201) |
| Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Facebook, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| General Electric Co | $1,001 - $15,000 | None (or less than $201) |
| KRAFT HEINZ COMPANY (KHC) | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Mondelez International, Inc. - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| NIKE Inc B | $1,001 - $15,000 | None (or less than $201) |
| PEABODY ENERGY CORP (BTUUQ) | None (or less than $1,001) | |
| Philip Morris International | $1,001 - $15,000 | $201 - $1,000 |
| Rockwell Automation Inc | $1,001 - $15,000 | None (or less than $201) |
| Thermo Fisher Scientific | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) |
| Visa Inc | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo & Co | $1,001 - $15,000 | None (or less than $201) |
| BP PLC ADR (BP) | $1,001 - $15,000 | None (or less than $201) |
| NESTLE SA ADR (NSRGY) | $1,001 - $15,000 | None (or less than $201) |
| iShares Core MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) |
| iShares Barclays 1-3 Year Credit Bond | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR CORE S&P US ETF (IUSG) | $1,001 - $15,000 | None (or less than $201) |
| iShares Barclays Intermediate Credit Bd | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD REIT ETF (VNQ) | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD SMALL CAP ETF (VB) | $1,001 - $15,000 | None (or less than $201) |
| Medtronic Inc | $1,001 - $15,000 | None (or less than $201) |
| NXP Semiconductors N.V. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $1,001 - $15,000 | None (or less than $201) |
| TE Connectivity Ltd. | $1,001 - $15,000 | None (or less than $201) |
| INVESTMENT ACCT (Dependent Child) | $15,001 - $50,000 | $201 - $1,000 |
| APPLE INC. STOCK | $1,001 - $15,000 | None (or less than $201) |
| BB&T CORP STOCK | $1,001 - $15,000 | None (or less than $201) |
| CATEPILLAR INC. STOCK | $1,001 - $15,000 | None (or less than $201) |
| MCDONALDS CORP. STOCK | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR CORE S&P500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR CORE HIGH DV ETF (HDV) | $1,001 - $15,000 | None (or less than $201) |
| INVESTMENT ACCT (Dependent Child) | $15,001 - $50,000 | $201 - $1,000 |
| MCDONALDS CORP. STOCK | None (or less than $1,001) | None (or less than $201) |
| ISHARES TR CORE S&P500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 |
| INVESTMENT ACCT (Dependent Child) | $15,001 - $50,000 | $201 - $1,000 |
| MCDONALDS CORPORATION | $1,001 - $15,000 | None (or less than $201) |
| ISHARES TR CORE S&P500 ETF (IVV) | $15,001 - $50,000 | $201 - $1,000 |
| SEP | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES TR CORE S&P SCP ETF (IJR) | $1,001 - $15,000 | None (or less than $201) |
| SPDR SERIES TRUST S&P DIVID ETF | $1,001 - $15,000 | $201 - $1,000 |
| iShares Dow Jones US Financial Services | $15,001 - $50,000 | None (or less than $201) |
| SPDR S&P Bank ETF | $15,001 - $50,000 | $201 - $1,000 |
| LOUIS K TIMOLAT TRUST | $250,001 - $500,000 | $5,001 - $15,000 |
| MONEY MARKT DEPOSIT ACCOUNT | $15,001 - $50,000 | None (or less than $201) |
| ABERDEEN TOTAL RETURN BOND FUND CLASS I | $15,001 - $50,000 | None (or less than $201) |
| NUVEEN HIGH YIELD MUNICIPAL BOND FUND CLASS R | $15,001 - $50,000 | None (or less than $201) |
| NUVEEN VIRGINIA MUNICIPAL BOND FUND CLASS I | $15,001 - $50,000 | None (or less than $201) |
| PUTNAM FLOATING RATE INC FUND 1857 | $1,001 - $15,000 | None (or less than $201) |
| WELLS FARGO ULTRA SHORT TERM MUNICIPAL INCOME FUND CLASS INST 3107 | $15,001 - $50,000 | None (or less than $201) |
| ASHMORE EMERGING MARKETS CORPORATE DEBT FUND CLASS-INS | $1,001 - $15,000 | None (or less than $201) |
| PIMCO EMERGING MARKETS BOND FUND- INSTL 137 | $1,001 - $15,000 | None (or less than $201) |
| COMCAST CORP CLASS A | $1,001 - $15,000 | None (or less than $201) |
| HOME DEPOT INC | $1,001 - $15,000 | None (or less than $201) |
| TARGET CORP | $15,001 - $50,000 | None (or less than $201) |
| WALT DISNEY CO | $1,001 - $15,000 | None (or less than $201) |
| PROCTOR & GAMBLE CO | $100,001 - $250,000 | None (or less than $201) |
| EXXON MOBIL CORP | $50,001 - $100,000 | None (or less than $201) |
| JP MORGAN CHASE & CO | $100,001 - $250,000 | None (or less than $201) |
| BRISTOL MYERS SQUIBB CO | $1,001 - $15,000 | None (or less than $201) |
| GILEAD SCIENCES INC | $1,001 - $15,000 | None (or less than $201) |
| JOHNSON & JOHNSON | $1,001 - $15,000 | None (or less than $201) |
| MERCK & CO INC NEW | $15,001 - $50,000 | $201 - $1,000 |
| EMERSON ELECTRIC CO | $1,001 - $15,000 | None (or less than $201) |
| UNION PACIFIC CORP | $1,001 - $15,000 | None (or less than $201) |
| UNITED TECHNOLOGIES CORP | $15,001 - $50,000 | None (or less than $201) |
| 3M CO COM | $50,001 - $100,000 | None (or less than $201) |
| ALPHABET INC CL C | $15,001 - $50,000 | None (or less than $201) |
| APPLE INC | $15,001 - $50,000 | None (or less than $201) |
| CISCO SYSTEMS INV | $1,001 - $15,000 | None (or less than $201) |
| COGNIZANT TECH SOLTIONS CRP COM | $1,001 - $15,000 | None (or less than $201) |
| MICROSOFT CORP | $15,001 - $50,000 | None (or less than $201) |
| SCHLUMBERGER LTD | $1,001 - $15,000 | None (or less than $201) |
| ABERDEEN EMERGING MARKETS INSTITUTIONAL FUND | $15,001 - $50,000 | None (or less than $201) |
| HARBOR INTERNATIONAL FUND CLASS INSTITUTIONAL | $15,001 - $50,000 | None (or less than $201) |
| ISHARES MSCI EAFE ETF | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD FTSE EMERGING MARKETS ETF | $15,001 - $50,000 | None (or less than $201) |
| AQR MANAGED FUTURES STRATEGY FUND | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK GLOBAL LONG/SHORT CREDIT FUND CLASS INS 1833 | $15,001 - $50,000 | None (or less than $201) |
| BOSTON PARTNERS LONG/SHORT RESEARCH FUND CLASS INS 83 | $15,001 - $50,000 | None (or less than $201) |
| EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND CLASS I 0088 | $1,001 - $15,000 | None (or less than $201) |
| THE MERGER FUND CLASS INST 301 | $1,001 - $15,000 | None (or less than $201) |
| E-TRACS ALERIAN MLP INFRASTRUCTURE ETN | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES DB COMMODITY INDEX | $15,001 - $50,000 | None (or less than $201) |
| SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD REIT VIPER | $1,001 - $15,000 | None (or less than $201) |
| O/G Royalties | $15,001 - $50,000 | $15,001 - $50,000 |
| MARY SUE HOLLADAY TRUST | $250,001 - $500,000 | $1,001 - $2,500 |
| BANK OF AMERICA MONEY MARKET SAVINGS ACCT | $1,001 - $15,000 | None (or less than $201) |
| ALTRIA GROUP INC | $15,001 - $50,000 | $201 - $1,000 |
| APPLE INC | $1,001 - $15,000 | $201 - $1,000 |
| BLACKROCK INC CLA | $1,001 - $15,000 | $201 - $1,000 |
| BOEING CO | $1,001 - $15,000 | $201 - $1,000 |
| CAPITAL ONE FINL CORP | $1,001 - $15,000 | $201 - $1,000 |
| CHEVRON CORP | $1,001 - $15,000 | $1,001 - $2,500 |
| CISCO SYS INC | $1,001 - $15,000 | $201 - $1,000 |
| DISNEY WALT CO COM DISNEY | $15,001 - $50,000 | $201 - $1,000 |
| EXXON MOBIL | $1,001 - $15,000 | $1,001 - $2,500 |
| FACEBOOK INC CLA COM | $1,001 - $15,000 | None (or less than $201) |
| GENERAL ELECTRIC CO | $1,001 - $15,000 | $201 - $1,000 |
| INTERNATIONAL BUSINESS MACHINES | $15,001 - $50,000 | $2,501 - $5,000 |
| JP MORGAN CHASE | $1,001 - $15,000 | $201 - $1,000 |
| JOHNSON & JOHNSON | $1,001 - $15,000 | $201 - $1,000 |
| KRAFT HEINZ CORP | $1,001 - $15,000 | $201 - $1,000 |
| LOCKHEED MARTIN CORP | $1,001 - $15,000 | $1,001 - $2,500 |
| MASTERCARD INC CLA COM | $1,001 - $15,000 | None (or less than $201) |
| MICROSOFT CORP | $1,001 - $15,000 | None (or less than $201) |
| MONDELEZ INTL INC | $1,001 - $15,000 | $201 - $1,000 |
| MONSANTO CO NEW COM | $1,001 - $15,000 | $201 - $1,000 |
| OCCIDENTAL PETE CORP DEL | None (or less than $1,001) | None (or less than $201) |
| PHILIP MORRIS INTL INC | $15,001 - $50,000 | $1,001 - $2,500 |
| PROCTER & GAMBLE CO | $15,001 - $50,000 | $1,001 - $2,500 |
| SCHLUMBERGER LTD CURACAO | $1,001 - $15,000 | $201 - $1,000 |
| STARBUCKS CORP | $1,001 - $15,000 | $201 - $1,000 |
| THERMO FISHER SCIENTIFIC CORP | $1,001 - $15,000 | None (or less than $201) |
| VISA INC CLA COM | $1,001 - $15,000 | None (or less than $201) |
| WELLS FARGO & CO NEW COM | $1,001 - $15,000 | $201 - $1,000 |
| 3M COM | $15,001 - $50,000 | $1,001 - $2,500 |
| AMERICAN WTR WKS CO INC NEW COM | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | $15,001 - $50,000 | $201 - $1,000 |
| ROCKWELL AUTOMATION INC | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES RUSSELL 2000 GROWTH ETF | $15,001 - $50,000 | $201 - $1,000 |
| BP PLC SPONSORED ADR UK | $1,001 - $15,000 | $1,001 - $2,500 |
| MEDTRONIC PLC IRELAND | $1,001 - $15,000 | $201 - $1,000 |
| NESTLE SA SPONSORED ADR SWITZ | $1,001 - $15,000 | $1,001 - $2,500 |
| ISHARES CORE MSCI EMERGING MKTS ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES INTERMEDIATE CR BD ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| ISHARES 1-3 YR CR BD ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| VANGUARD REIT ETF | $1,001 - $15,000 | $1,001 - $2,500 |
| Bard C.R. Inc | $1,001 - $15,000 | None (or less than $201) |
| Joint Savings Account | $50,001 - $100,000 | $201 - $1,000 |
| JAMES G. TIMOLAT JR TRUST | $250,001 - $500,000 | $15,001 - $50,000 |
| Google Inc | $1,001 - $15,000 | None (or less than $201) |
| Google Inc. - Class A Common Stock | None (or less than $1,001) | None (or less than $201) |
| Apple Inc. - Common Stock | $1,001 - $15,000 | $201 - $1,000 |
| CVS Caremark Corp. | $1,001 - $15,000 | None (or less than $201) |
| Exxon Mobil Corp | $1,001 - $15,000 | None (or less than $201) |
| Intl Business Machines Corp | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson | $1,001 - $15,000 | None (or less than $201) |
| JPM EQ INC (HLIEX) | $1,001 - $15,000 | $201 - $1,000 |
| JPM LARGE CAP GRTH (SEEGX) | $1,001 - $15,000 | $201 - $1,000 |
| Norfolk Southern Corp | $1,001 - $15,000 | None (or less than $201) |
| Praxair Inc | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P 500 | $15,001 - $50,000 | $201 - $1,000 |
| United Technologies Corp | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $1,001 - $15,000 | None (or less than $201) |
| iShares S&P MidCap 400 Index | $1,001 - $15,000 | None (or less than $201) |
| JPM MIDCAP VALUE (FLMVX) | $1,001 - $15,000 | $201 - $1,000 |
| ASTON/PICTET INTL (APCTX) | $1,001 - $15,000 | $201 - $1,000 |
| CAPITAL GROWTH NON US (CNUSX) | $1,001 - $15,000 | $201 - $1,000 |
| DEUTSCHE MSCI EAF (DBEF) | $1,001 - $15,000 | $201 - $1,000 |
| DODGE & COX INTL (DODFX) | $1,001 - $15,000 | $201 - $1,000 |
| iShares MSCI EAFE Index | $1,001 - $15,000 | $201 - $1,000 |
| BROWN ADV JAPAN ALPHA OPP (BAFJX) | $1,001 - $15,000 | None (or less than $201) |
| JPM GLBL RES ENH (JEITX) | $15,001 - $50,000 | $201 - $1,000 |
| EQUINOX FDS TR (EQIPX) | $1,001 - $15,000 | None (or less than $201) |
| EQUINOX CAMPBELL (EBSI) | $1,001 - $15,000 | None (or less than $201) |
| GATEWAY FD (GTEYX) | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Unconstrained Bond Inst | $1,001 - $15,000 | $201 - $1,000 |
| Prudential Absolute Return Bond Z | $1,001 - $15,000 | $201 - $1,000 |
| DODGE & COX INCOME FUN | $1,001 - $15,000 | $201 - $1,000 |
| Harbor High-Yield Bond Inv | $1,001 - $15,000 | $1,001 - $2,500 |
| JPM UNCONSTRAINED DEBT FD | $15,001 - $50,000 | $201 - $1,000 |
| JPM INTER TAX FREE | $15,001 - $50,000 | $201 - $1,000 |
| JPM TAX AWARE | $1,001 - $15,000 | $201 - $1,000 |
| JPM SH INT MUNI BND | $1,001 - $15,000 | $201 - $1,000 |
| DOUBLELINE TOT RTN BOND | $1,001 - $15,000 | $201 - $1,000 |
| MFS EMERG MKTS | $1,001 - $15,000 | None (or less than $201) |
| MARIE LEONIE TIMOLAT TRUST | $250,001 - $500,000 | $2,501 - $5,000 |
| Nuveen VA Municipal Bond I | $15,001 - $50,000 | $1,001 - $2,500 |
| T. Rowe Price Tax-Free High Yield | $1,001 - $15,000 | $201 - $1,000 |
| ASHMORE EMERG MKTS CORP DEBT | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corp | $1,001 - $15,000 | None (or less than $201) |
| LAS VEGAS SANDS CORP (LVS) | $1,001 - $15,000 | None (or less than $201) |
| Target Corp | $1,001 - $15,000 | None (or less than $201) |
| TJX Cos Inc | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co | $1,001 - $15,000 | None (or less than $201) |
| CVS HEALTH CORP (CVS) | $1,001 - $15,000 | None (or less than $201) |
| The Hain Celestial Group, Inc. - Common Stock | None (or less than $1,001) | None (or less than $201) |
| AFFILIATED MANAGERS GROUP (AMG) | $1,001 - $15,000 | None (or less than $201) |
| Ameriprise Financial Inc | $1,001 - $15,000 | None (or less than $201) |
| Berkshire Hathaway B | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Inc | $1,001 - $15,000 | None (or less than $201) |
| Citigroup Inc | $1,001 - $15,000 | None (or less than $201) |
| CME Group Inc | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Chase & Co | $1,001 - $15,000 | None (or less than $201) |
| PNC Finl Services Group | $1,001 - $15,000 | None (or less than $201) |
| Gilead Sciences, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| McKesson Corp | $1,001 - $15,000 | None (or less than $201) |
| Merck & Co Inc | $1,001 - $15,000 | None (or less than $201) |
| Thermo Fisher Scientific | $1,001 - $15,000 | None (or less than $201) |
| Unitedhealth Group Inc | $1,001 - $15,000 | None (or less than $201) |
| Boeing Co | $1,001 - $15,000 | None (or less than $201) |
| Cummins Inc | $1,001 - $15,000 | None (or less than $201) |
| Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) |
| Google Inc | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Cognizant Technology Solutions Corporation - Class A Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corporation - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| CELANESE CORP | $1,001 - $15,000 | None (or less than $201) |
| Monsanto Co. | $1,001 - $15,000 | None (or less than $201) |
| DIAGIO PLC | $1,001 - $15,000 | None (or less than $201) |
| Eaton Corp plc | None (or less than $1,001) | None (or less than $201) |
| MANULIFE FIN CORP | $1,001 - $15,000 | None (or less than $201) |
| ROCHE HOLDINGS | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Ltd | $1,001 - $15,000 | None (or less than $201) |
| SUNCOR ENERGY | $1,001 - $15,000 | None (or less than $201) |
| TOTAL SA ADR | $1,001 - $15,000 | None (or less than $201) |
| CALVERT SOCIAL FND (CEYIX) | $15,001 - $50,000 | $201 - $1,000 |
| HARTFORD MIDCAP FUND (HMDYX) | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard Russell 2000 Value ETF | $1,001 - $15,000 | None (or less than $201) |
| iShares S&P SmallCap 600 Growth | $1,001 - $15,000 | None (or less than $201) |
| Touchstone Mid Cap Value Inst | $1,001 - $15,000 | None (or less than $201) |
| Aberdeen Emerging Markets Instl | $1,001 - $15,000 | None (or less than $201) |
| iShares MSCI EAFE Index | $15,001 - $50,000 | $201 - $1,000 |
| VANGUARD FTSE EMERG MKT (VWO) | $1,001 - $15,000 | None (or less than $201) |
| AQR MANAGED FUTURES (AQMIX) | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK GLOBAL LONG SHORT FUND (BGCIX) | $1,001 - $15,000 | None (or less than $201) |
| BOSTON PARTNERS LONG SHORT FUND (BPIRX) | $1,001 - $15,000 | None (or less than $201) |
| EATON VANCE GLOBAL MACRO (EIGMX) | $1,001 - $15,000 | None (or less than $201) |
| NEUBERGER BERMAN LONG SHORT FUND (NLSIX) | $1,001 - $15,000 | None (or less than $201) |
| ALERIAN MLP FUND (MLPI) | $1,001 - $15,000 | None (or less than $201) |
| T. ROWE PRICE REAL ESTATE FUND (TRREX) | $1,001 - $15,000 | $201 - $1,000 |
| VANGUARD REIT VIPER (VNQ) | $1,001 - $15,000 | None (or less than $201) |
| VOYA INTL REAL ESTATE FUND (IIRIX) | $1,001 - $15,000 | None (or less than $201) |
| United Parcel Service Inc B | $1,001 - $15,000 | None (or less than $201) |
| Richard T. Short Rev Trust | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Walt Disney Co | $1,001 - $15,000 | $201 - $1,000 |
| Home Depot Inc | $1,001 - $15,000 | None (or less than $201) |
| Altria Group Inc | $15,001 - $50,000 | $201 - $1,000 |
| KRAFT HEINZ GROUP (KHC) | $15,001 - $50,000 | $201 - $1,000 |
| Philip Morris International | $15,001 - $50,000 | $201 - $1,000 |
| Chevron Corp | $15,001 - $50,000 | $201 - $1,000 |
| EOG Resources | $15,001 - $50,000 | $201 - $1,000 |
| Phillips 66 | $15,001 - $50,000 | $201 - $1,000 |
| BlackRock Inc | $15,001 - $50,000 | $201 - $1,000 |
| Capital One Financial | $15,001 - $50,000 | $201 - $1,000 |
| SunTrust Banks Inc (GA) | $15,001 - $50,000 | $201 - $1,000 |
| WELLS FARGO (WFI) | $15,001 - $50,000 | $201 - $1,000 |
| Celgene Corporation - Common Stock | $15,001 - $50,000 | None (or less than $201) |
| Johnson & Johnson | $15,001 - $50,000 | None (or less than $201) |
| Pfizer Inc | $15,001 - $50,000 | $201 - $1,000 |
| Thermo Fisher Scientific | $15,001 - $50,000 | $201 - $1,000 |
| General Electric Co | $15,001 - $50,000 | $201 - $1,000 |
| Honeywell Intl Inc | $15,001 - $50,000 | $201 - $1,000 |
| Rockwell Automation Inc | $15,001 - $50,000 | $201 - $1,000 |
| Apple Inc. - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Hewlett-Packard Co | $50,001 - $100,000 | $201 - $1,000 |
| HP INC | $15,001 - $50,000 | $201 - $1,000 |
| Intel Corporation - Common Stock | $15,001 - $50,000 | $201 - $1,000 |
| Intl Business Machines Corp | $15,001 - $50,000 | $201 - $1,000 |
| Visa Inc | $50,001 - $100,000 | $201 - $1,000 |
| iShares S&P 500 Index | $15,001 - $50,000 | $201 - $1,000 |
| iShares Dow Jones US Aerospace & Defense | $15,001 - $50,000 | None (or less than $201) |
| BP PLC | $1,001 - $15,000 | None (or less than $201) |
| ROYAL BANK OF MONTREAL (RY) | $1,001 - $15,000 | $201 - $1,000 |
| Medtronic Inc | $15,001 - $50,000 | None (or less than $201) |
| iShares Core MSCI Emerging Markets ETF | $15,001 - $50,000 | None (or less than $201) |
| iShares Barclays Intermediate Credit Bd | $50,001 - $100,000 | $201 - $1,000 |
| GENERAL MOTORS CORP 8.375% 7/15/33 | None (or less than $1,001) | None (or less than $201) |
| Procter & Gamble | $1,001 - $15,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| NELNET | Student Loan | $15,001 - $50,000 | 0.0175 | 2002 |
| American Express | Credit Card | $10,001 - $15,000 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Advance Strategies, LLC (Government relations consulting) | consulting fees | ||
| SEP | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| KINDER MORGAN INC STOCK | $1,001 - $15,000 | None (or less than $201) | |
| ISHARES TR CORE S&P SCP ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
| SPDR DJI ETF TRUST (DIA) | $1,001 - $15,000 | $201 - $1,000 | |
| IRA | $50,001 - $100,000 | Dividends Capital Gains | $1,001 - $2,500 |
| FEDERATED EQUITY INCOME FUND CLASS C M/F (LEICX) | $1,001 - $15,000 | None (or less than $201) | |
| FEDERATED STRATEGIC VALUE DIVIDEND FUND CLASS C M/F (SVACX) | $1,001 - $15,000 | $201 - $1,000 | |
| ISHARES TR SELECT DIVID ETF (DVY) | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES TR CORE S&P MCP ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
| SPDR SERIES TRUST S&P DIVID ETF (SDY) | $1,001 - $15,000 | $201 - $1,000 | |
| ROTH IRA | $50,001 - $100,000 | Capital Gains Dividends | $2,501 - $5,000 |
| FEDERATED EQUITY INCOME FUND CLASS F M/F (LFEIX) | $1,001 - $15,000 | $201 - $1,000 | |
| FEDERATED STRATEGIC VALUE DIVIDEND FUND INST SHARES IS N (SVAIX) | $1,001 - $15,000 | $201 - $1,000 | |
| LATEEF FUND CLASS I N/L (LIMIX | $15,001 - $50,000 | None (or less than $201) | |
| SPDR S&P 500 ETF TRUST (SPY) | $15,001 - $50,000 | $201 - $1,000 | |
| LOCORR MANAGED FUTURES STRATEGY FUND CLASS I N/L (LFMIX | $1,001 - $15,000 | None (or less than $201) | |
| EQUINOX MUTUALHEDGE FUTURES STRATEGY FUND CLASS I N/L | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Marc Short? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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