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Marcus C. Peacock departed April 8, 2017

Management and Budget (joined: Jan. 20, 2017)

Advisor | $161,900 | Financial Disclosure »

Former Positions Outside Government

See more financial disclosure details ⬇

Other Income/Assets

Description Value Income
Edward Jones Money Market $1,001 - $15,000 None (or less than $201)
AT&T Inc $15,001 - $50,000 None (or less than $201)
Carnival Corp $15,001 - $50,000 None (or less than $201)
Clorox Co $1,001 - $15,000 None (or less than $201)
Coca-Cola Co $1,001 - $15,000 None (or less than $201)
Duke Energy Corp $1,001 - $15,000 None (or less than $201)
Johnson & Johnson $15,001 - $50,000 None (or less than $201)
Proctor & Gamble Co $1,001 - $15,000 None (or less than $201)
Royal Dutch Shell PLC ADR A $1,001 - $15,000 None (or less than $201)
Verizon Communications Inc $15,001 - $50,000 None (or less than $201)
3284 Rouggly Kiepe Rd, Festus, MO (Raymond McLean Trust) $50,001 - $100,000 None (or less than $201)
Land at 3700 Rouggly-Kiepe Road, Festus, MO (C McLean Trust) $15,001 - $50,000 None (or less than $201)
Congressional Federal Credit Union savings/checking Account $1,001 - $15,000 None (or less than $201)
Vanguard 500 Index Fund Admiral Shares (Inherited IRA of R Peacock) $15,001 - $50,000 None (or less than $201)
Vangrd Ttl Stock Mkt Idx Adm (VTSAX ) (Inherited IRA of R Peacock) $50,001 - $100,000 None (or less than $201)
Vangrd 500 Index Fund Admrl Shares (UTMA) $15,001 - $50,000 None (or less than $201)
DC College Savings Age-Based 14-16 (529) $1,001 - $15,000 None (or less than $201)
SSgA College 2015 Portfolio (529) $50,001 - $100,000 None (or less than $201)
Fidelity DE2015 Portfolio (529) $1,001 - $15,000 None (or less than $201)
Vanguard Total Stock Market Index (Utah 529) $15,001 - $50,000 None (or less than $201)
Vanguard Total Bond Market Index (Utah 529) $15,001 - $50,000 None (or less than $201)
National Capitol Bank of Washington checking account $1,001 - $15,000 None (or less than $201)
Caterpillar Inc (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Chevron Corp (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Intl Business Machines Corp (C McLean Trust) $1,001 - $15,000 None (or less than $201)
ishares MSCI EAFE Growth ETF (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Pfizer Inc (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Procter & Gamble Co (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Vanguard Intermediate Term Bond ETF (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Verizon Communications (C McLean Trust) $1,001 - $15,000 None (or less than $201)
Invesco Core Plus Bond Fund Cl Y (CPBYX) $1,001 - $15,000 None (or less than $201)
Invesco Corp Bond Fund Cl Y (ACCHX) $1,001 - $15,000 None (or less than $201)
Invesco Diversified Dividend Cl Y (LCEYX) $1,001 - $15,000 None (or less than $201)
John Hancock Bond Fund Cl l (JHBIX) $1,001 - $15,000 None (or less than $201)
JPMorgan Emerging Mrkts Equity Cl L (JMIEX) $1,001 - $15,000 None (or less than $201)
JPMOrgan Mid Cap Value Cl L (FLMVX) $1,001 - $15,000 None (or less than $201)
Metropolitan West Funds total Return Bond Fund Cl l (MWTIX) $1,001 - $15,000 None (or less than $201)
MFS Corporate Bond Fund Cl l (MBDIX) $1,001 - $15,000 None (or less than $201)
New World Fund Cl F2 (NFFFX) $1,001 - $15,000 None (or less than $201)
Nicholas Limited Edition Inc (NCLEX) $1,001 - $15,000 None (or less than $201)
Pioneer Bond Fund Cl Y (PICYX) $1,001 - $15,000 None (or less than $201)
Prudential Short-term Corp Bond Fd Cl Q (PSTQX) $1,001 - $15,000 None (or less than $201)
Prudential Total Return Bond Fund Inc Cl Q (PTRQX) $1,001 - $15,000 None (or less than $201)
T Rowe Price Dividend Growth Cl l (PDGIX) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value Fund Cl l (VEVIX) $1,001 - $15,000 None (or less than $201)
Voya Small Company Fund Cl l (AESGX) $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
The George Washington University Washington, District of Columbia Unpaid leave of absence until May 21. My transit subsidy is continued. Other benefits are suspended. Jan. 16, 2017

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Capital One Home Equity Line of Credit Exercised Line of Credit $50,001 - $100,000 3.99% variable 2015

Spouse's Employment Assets

Description Value Income Type Income Amount
Boeing Corporation consulting fees
Air Traffic Control Association consulting fees
Indiana University salary
Vanguard Target Retirement 2030 $500,001 - $1,000,000 $201 - $1,000
FT Div Incm & Grwth Fall 2014 (Inher IRA of C McLean in C McLean Trust) $1,001 - $15,000 None (or less than $201)
FT Div Incm & Grwth Fall 2014 (R McLean Inher IRA in R McLean Trust) $1,001 - $15,000 None (or less than $201)
FT Equity Incm Series 44 (R McLean Inher IRA in R McLean Trust) $1,001 - $15,000 None (or less than $201)
Invsc Central EQ Tr Ser 14-4 (R McLean Inher IRA in R McLean Trust) $1,001 - $15,000 None (or less than $201)
FT Div Incm & Grwth Series No Fl16 (R McLean Inher IRA in R McLean Trust) $1,001 - $15,000 None (or less than $201)
FT Equity Incm Serries 52 (R McLean Inher IRA in R McLean Trust) $1,001 - $15,000 None (or less than $201)
Franklin Adj USG Securities Fund A (R McLean Inher IRA in R McLean Trust) $1,001 - $15,000 None (or less than $201)
Templeton Global Smaller Co Fd (TEMGX) (RMcLean Inher IRA of RMcLean Trust) $1,001 - $15,000 None (or less than $201)
Invesco Corp Bond Fund Cl Y (Inher IRA of C McLean) $1,001 - $15,000 None (or less than $201)
IShares Core US Aggregate Bond ETF (Inher IRA of C McLean Trust) $1,001 - $15,000 None (or less than $201)
iShares Russell Midcap Growth ETF (Inher IRA C Mclean in C McLean Trust) $1,001 - $15,000 None (or less than $201)
iShares MSCI EAFE Value (EFV) (IRA C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Vanguard Index Vanguard Value ETF (Inher IRA C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Vanguard Index Large Cap ETF $1,001 - $15,000 None (or less than $201)
Vanguard Inter Term BD ETF (BIV) (Inher IRA C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Vanguard Inter Equity FTSE All World Ex USA (VEU) (Inher IRA C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Vanguard S&P 500 ETF (VOO) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Balckrock Intermed Gov Bond Fund Instl Cl (PNIGX) (InherIRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Invesco European Small Co Fund Cl Y (ESMYX) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
John Hancock Investor Grade Bond Fund Cl l (TIUSX) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Lord Abbett Short Dureaciont Inc Fund Cl F (LDLFX) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Primecap Odyssey Stock Fund (POSKX) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
T Rowe Price Dividend Growth Cl l (PDGIX) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
T Rowe Price High Yield Class l (PRHIX) (Inher IRA of C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Victory Sycamore Small Co Opportunity Fund Class l (VSOIX) (Inher IRA C McLean in C McLean trust) $1,001 - $15,000 None (or less than $201)
Jh Equity Income Fund Class A (R McLean Inher IRA in trust) $15,001 - $50,000 None (or less than $201)
Jh Spectrum Income Fund Class A (R McLean Inher IRA in trust) $15,001 - $50,000 None (or less than $201)
iShares MSCI EAFE Small Cap Fd (SCZ) (R Mclean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
IShares Core S&P US Growth (IUSG) $1,001 - $15,000 None (or less than $201)
IShares Core US Aggregate Bond (AGG) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
iShares Russell 1000 Value (IWD) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
iShares trust MSCI EAFE Growth Fd (EFG) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Vanguard Dividend Appreciation (VIG) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Vanguard Index Tr Midcap Valu Endex Viper Shs (VOE) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Vanguard Inter Term BD (BIV) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Vanguard Internatl Equity FTSE All World Ex USA (VEU) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Vanguard Small Cap Value (VBR) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Vanguard Total BD Market (BND) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Blackrock Low Duration Bond Portfolio Inst Cl l (BFMSX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Dodge & Cox Income Fund (DODIX) (R Mclean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Dreyfuss Premier Worldwide Growth Fund Cl Y (DPRIX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Franklin Strategic Income Fund Advisor Cl (FKSAX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
John Hancock US Global Leaders Growth Fund Cl l (USLIX) (R Mclean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
JPMorgan Equity Income Cl l (HLIEX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
MFS Emerging Markets Debt Fund Cl l (MEDIX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
MFS Global Growth Fund Cl l (MWOIX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Oppenheimer Main Street Cl l (OMSIX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Primecap Odyssey Stock Fund (POSKX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Prudential Global Total Return Cl Q (PGTQX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)
Prudential HIgh Yield Fund Cl Q (PHYQX) (R McLean Inher IRA in trust) $1,001 - $15,000 None (or less than $201)

Transactions

Description Type Date Amount
American Century Utilities Fund Sale $15,001 - $50,000
Spectra Energy Partners LP Sale $15,001 - $50,000
First Trust Equity Income Series 44 Sale $1,001 - $15,000
Invesco European Small Co Fund Y Purchase $1,001 - $15,000
Blackrock Inter Govt BD Insti Purchase $1,001 - $15,000
iShares Russ MC Growth Purchase $1,001 - $15,000
John Hancock Invt Grd BD Cl l Purchase $1,001 - $15,000
iShares Core US Aggregate Bond Purchase $1,001 - $15,000
iShares MSCI EAFE Value Index Purchase $1,001 - $15,000
Invesco Corp Bond Fund Cl Y Purchase $1,001 - $15,000
Lord Abbett Short Dur Inc Fd F Purchase $1,001 - $15,000
Primecap Odyssey Stock Fund Purchase $1,001 - $15,000
T Rowe Price High Yield Cl l Purchase $1,001 - $15,000
T Rowe Price Div Growth Cl l Purchase $1,001 - $15,000
Vanguard Int-Term BD Purchase $1,001 - $15,000
Vanguard Large Cap Purchase $1,001 - $15,000
Vanguard Value Purchase $1,001 - $15,000
Victory Sycamore Small Co Cl l Purchase $1,001 - $15,000
Vanguard FTSE All-World ex-US Index Admiral Purchase $1,001 - $15,000
Vanguard S&P 500 Purchase $1,001 - $15,000
Invesco Core Plus Bond Fd Cl Y Sale $1,001 - $15,000
Franklin US Govt Secs Advisor Sale $15,001 - $50,000
Franklin Growth Fund Advisor Sale $15,001 - $50,000
Franklin Strategic Income Adv Sale $1,001 - $15,000
Franklin Adj US Govt Secs Adv Sale $1,001 - $15,000
Franklin Dynatech Fund Advisor Sale $1,001 - $15,000
Franklin Rising Divids Fund Sale $1,001 - $15,000
Franklin Mut Glbl Dscv Fund Cl Z Sale $1,001 - $15,000
Franklin Mutual Shares Cl Z Sale $1,001 - $15,000
Templeton Growth Fund Advisor Sale $1,001 - $15,000
Templeton Foreign Fd Advisor Sale $1,001 - $15,000
Blackrock Low Duratn BD Instl Purchase $1,001 - $15,000
Dreyfus Worldwide Growth Purchase $1,001 - $15,000
Dodge & Cox Income Purchase $1,001 - $15,000
iShares Core S&P US Growth Purchase $1,001 - $15,000
iShares Russell 1000 Value Purchase $1,001 - $15,000
John Hancock US Glbl Leaders Growth Purchase $1,001 - $15,000
iShares MSCI EAFE Growth Purchase $1,001 - $15,000
iShares MSCI EAFE Small Cap Purchase $1,001 - $15,000
JPMorgan Equity Income Select Purchase $1,001 - $15,000
MFS Global Growth Fund Class l Purchase $1,001 - $15,000
MFS Emerging Markets Debt Fund l Purchase $1,001 - $15,000
Prudential High Yield Fd Cl Q Purchase $1,001 - $15,000
Oppenheimer Main Street Cl l Purchase $1,001 - $15,000
Prudential Glbl Total Return Cl Q Purchase $1,001 - $15,000
Vanguard Total BD Market Purchase $1,001 - $15,000
Vanguard Small Cap Value Purchase $1,001 - $15,000
Vanguard Dividend Appreciation Index Purchase $1,001 - $15,000
Vanguard Mid-Cap Value Index Admiral Purchase $1,001 - $15,000
Vanguard Mid-Cap Growth Index Admiral Purchase $1,001 - $15,000
AT&T Inc Sale $1,001 - $15,000
Invesco Diversified Dividend Purchase $1,001 - $15,000
John Hancock Bond Fund Purchase $1,001 - $15,000
Invesco Core Plus Bond Fund Cl Y Purchase $1,001 - $15,000
Invesco Core Plus Bond Fd Cl Y Purchase $1,001 - $15,000
JPMorgan Mid Cap Value Cl L Purchase $1,001 - $15,000
JPMorgan Emergg Markets Equity Cl L Purchase $1,001 - $15,000
MFS Corporate Bond Fund Cl l Purchase $1,001 - $15,000
Metropolitan West Total Return Bond Purchase $1,001 - $15,000
New World Fund Cl F2 Purchase $1,001 - $15,000
Nicholas Limited Edition Purchase $1,001 - $15,000
Pioneer Bond Purchase $1,001 - $15,000
Prudential Total Return Bond Q Purchase $1,001 - $15,000
Prudential Short-Term Corporate Bd Q Purchase $1,001 - $15,000
Victory Sycamore Established Value Fund Cl l Purchase $1,001 - $15,000
Voya Small Company Fund Purchase $1,001 - $15,000

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