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Marcia Lee Kelly departed Dec. 1, 2018

White House Office (joined: Feb. 6, 2017)

Deputy Assistant to the President and Director of White House Management and Administration | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Trinity International University 403(b) $15,001 - $50,000 $2,501 - $5,000
FID Freedom 2035 (FFTHX) $15,001 - $50,000 $2,501 - $5,000
Wells Fargo IRA $50,001 - $100,000 $1,001 - $2,500
Agrium Inc. $1,001 - $15,000 None (or less than $201)
Altria Group Inc. None (or less than $1,001) None (or less than $201)
American International Group Inc. $1,001 - $15,000 None (or less than $201)
Amgen Inc None (or less than $1,001) None (or less than $201)
Apple Inc. $1,001 - $15,000 $1,001 - $2,500
CH Robinson Worldwide Inc None (or less than $1,001) None (or less than $201)
Capital One Financial $1,001 - $15,000 $1,001 - $2,500
CBS Corp B $1,001 - $15,000 $201 - $1,000
Cisco Systems Inc $1,001 - $15,000 $201 - $1,000
Citigroup Inc $1,001 - $15,000 $201 - $1,000
Costco Wholesale Corp $1,001 - $15,000 $201 - $1,000
Delphi Automotive PLC $1,001 - $15,000 $201 - $1,000
Delta Air Lines $1,001 - $15,000 None (or less than $201)
Exxon Mobil Corp $1,001 - $15,000 None (or less than $201)
First Trust Dow Jones Internet Index Fund None (or less than $1,001) None (or less than $201)
Gilead Sciences Inc $1,001 - $15,000 None (or less than $201)
Harley-Davidson Inc $1,001 - $15,000 None (or less than $201)
Home Depot Inc $1,001 - $15,000 $201 - $1,000
HP Inc. $1,001 - $15,000 $201 - $1,000
Intel Corp None (or less than $1,001)
International Paper Co. $1,001 - $15,000 None (or less than $201)
Johnson & Johnson $1,001 - $15,000 None (or less than $201)
JP Morgan Chase & Co $1,001 - $15,000 $201 - $1,000
Maxim Integrated Products, Inc. - Common Stock $1,001 - $15,000 $201 - $1,000
Medtronic Inc $1,001 - $15,000 None (or less than $201)
Metlife Inc. $1,001 - $15,000 None (or less than $201)
Microsoft Corp None (or less than $1,001) None (or less than $201)
NextEra Energy Inc $1,001 - $15,000 None (or less than $201)
Pentair PLC None (or less than $1,001)
Pfizer Inc $1,001 - $15,000 None (or less than $201)
QUALCOMM Inc $1,001 - $15,000 None (or less than $201)
Quest Diagnostics $1,001 - $15,000 $201 - $1,000
Ross Stores Inc $1,001 - $15,000 $201 - $1,000
United Technologies Corp $1,001 - $15,000 None (or less than $201)
Vanguard REIT $1,001 - $15,000
Verizon Communications Inc None (or less than $1,001) None (or less than $201)
Walgreens Boots $1,001 - $15,000 None (or less than $201)
Whirlpool Corp $1,001 - $15,000 $201 - $1,000
3M Corp $1,001 - $15,000 $201 - $1,000
Mercy Health 403(b) $15,001 - $50,000 $201 - $1,000
Voya Solution 2035 Portfolio $15,001 - $50,000 $201 - $1,000
American Funds EuroPacific $1,001 - $15,000 None (or less than $201)
Oppenheimer Developing Markets $1,001 - $15,000 None (or less than $201)
Trump for America, Inc. (PTT) $90,000
Committee on Arrangements (RNC Convention) $156,000

Other Income/Assets

Description Value Income
U.S. Bank Account (cash) $50,001 - $100,000 $201 - $1,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Trinity International University (403(b) Plan) Santa Ana, California I will continue to participate in this defined contribution plan until I roll it over into an IRA (intend to do so by May 2017). The plan sponsor has not made contributions since my separation. Sept. 16, 2013
Mercy Health Janesville, Wisconsin I will continue to participate in this defined contribution plan until I roll it over into an IRA (intend to do so by May 2017). The plan sponsor has not made contributions since my separation. Jan. 16, 2010

Spouse's Employment Assets

Description Value Income Type Income Amount
Mag Incorporated salary
Fidelity IRA $1,001 - $15,000 None (or less than $201)
Fidelity Government Cash Reserves $1,001 - $15,000 None (or less than $201)
T. Rowe Price Retirement 2025 Fund $1,001 - $15,000 None (or less than $201)
Mag Incorporated 401 K Plan $1,001 - $15,000 $201 - $1,000
Velocity Target Date 2015 $1,001 - $15,000 None (or less than $201)
Velocity Target Date 2025 $1,001 - $15,000 $201 - $1,000
Meridian 401 K Plan $1,001 - $15,000 $201 - $1,000
Stadion Moderate Growth Fund $1,001 - $15,000 $201 - $1,000
Wells Fargo IRA $50,001 - $100,000 $1,001 - $2,500
Invesco Global Real Estate Y $1,001 - $15,000 None (or less than $201)
Fundvantage TR Gotham Absolute Return $1,001 - $15,000 None (or less than $201)
Dodge & Cox FDS Intl Stk FD $1,001 - $15,000 None (or less than $201)
Eaton Vance Mutual FDS Trust Global Macro Absolute Return Advantage FD $1,001 - $15,000 None (or less than $201)
Goldman Sachs TR Finl Square Treas Instrs FD Instl CL None (or less than $1,001)
Harbor Fund Small Cap Value FD Instl CL None (or less than $1,001) $201 - $1,000
Harbor FD Cap Appreciation Instl CL $1,001 - $15,000 None (or less than $201)
John Hancock Funds II Absolute Return Currency FD CL $1,001 - $15,000 None (or less than $201)
Meridian FD Inc Small Cap Growth FD Investor CL $1,001 - $15,000 $201 - $1,000
JP Morgan TR I US Large Cap Core Plus FD SEL CL $1,001 - $15,000 None (or less than $201)
American Funds Europacific Growth Fund Class f-2 $1,001 - $15,000 None (or less than $201)
Oppenheimer Dev Mkts CL Y $1,001 - $15,000 None (or less than $201)
PIMCO FDS PAC INVT Mgmt Ser Emerging Mkts BD FD Instl $1,001 - $15,000 None (or less than $201)
Principal FDS Inc High Yield FD Instl CL None (or less than $1,001) None (or less than $201)
T Rowe Price Equity Income FD SH Ben Int $1,001 - $15,000 $201 - $1,000
T Rowe Price Mid-Cap Growth Fund Inc. $1,001 - $15,000 None (or less than $201)
Touchstone FDS Group VID Cap Value Fund $1,001 - $15,000 $201 - $1,000
Virtus Opportunities TR Emerging Mkts Opptys FD $1,001 - $15,000 None (or less than $201)

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