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Marc Short

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

Former Compensation Sources

See more financial disclosure details ⬇

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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