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Michael K. Atkinson

Office of the Director of National Intelligence

Inspector General of the Intelligence Community | Financial Disclosure »

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Rollover IRA
Fidelity Government Cash Reserves $1,001 - $15,000 None (or less than $201)
DFA Inv't Two Year Global Fixed Income (DFGFX) $15,001 - $50,000 $1,001 - $2,500
Vanguard Short Term Bond Index (VBIRX) $15,001 - $50,000 $201 - $1,000
Vanguard Int-Term Bond Index Admiral (VBILX) $50,001 - $100,000 $1,001 - $2,500
Vanguard Inflation-Protected Securities (VIPSX) $15,001 - $50,000 $1,001 - $2,500
iShares S&P 100 ETF (OEF) $15,001 - $50,000 None (or less than $201)
SPDR S&P 500 ETF (SPY) $1,001 - $15,000 None (or less than $201)
VANGUARD FTSE DEVELOPED MARKET ETF (VEA) $15,001 - $50,000 None (or less than $201)
VANGUARD INTL EQUITY FUND - VANGUARD FTSE EMERGING MARKETS ETF (VWO) $50,001 - $100,000 None (or less than $201)
VANGUARD REIT ETF (VNQ) $15,001 - $50,000 None (or less than $201)
BLACKROCK STRATEGIC INCOME OPP $15,001 - $50,000 None (or less than $201)

Other Income/Assets

Description Value Income
Pfizer Inc. $1,001 - $15,000 $201 - $1,000
U.S. bank account #1 (cash) $100,001 - $250,000 $1,001 - $2,500
Maryland Prepaid Tuition Plan $50,001 - $100,000 None (or less than $201)
Cisco $1,001 - $15,000 None (or less than $201)
Flex Ltd. $1,001 - $15,000 None (or less than $201)
Microsoft $1,001 - $15,000 $201 - $1,000
Constellation Brands Inc. $50,001 - $100,000 $201 - $1,000
Qorvo, Inc. $15,001 - $50,000 None (or less than $201)
Vertex Pharmeuticals Inc. $15,001 - $50,000 None (or less than $201)
T. Rowe Price Capital Appreciation (PRWCX) $15,001 - $50,000 $201 - $1,000
Hennessey Equity and Income Investor (HEIFX) $15,001 - $50,000 None (or less than $201)
Fidelity Municipal Money Market (FTEXX) $1,001 - $15,000 None (or less than $201)
Fidelity Short Term Bond (FSHBX) $50,001 - $100,000 $201 - $1,000
Matthews Pacific Tiger Fund (MAPTX) $15,001 - $50,000 $201 - $1,000
T Rowe Price State Tax Free Inc MD (MDXBX) $15,001 - $50,000 $1,001 - $2,500
iShares S&P 100 ETF (OEF) $50,001 - $100,000 None (or less than $201)
SPDR Dow Jones International Real Estate ETF (RWX) $1,001 - $15,000 None (or less than $201)
Vanguard FTSE Developed Market (VEA) $100,001 - $250,000 None (or less than $201)
Vanguard 500 Index Fund (VFINX) $50,001 - $100,000 $1,001 - $2,500
Vanguard Short Term Investment Grade Investor (VFSTX) $15,001 - $50,000 $1,001 - $2,500
Vanguard Dividend Appreciation ETF (VIG) $50,001 - $100,000 None (or less than $201)
Vanguard REIT ETF (VNQ) $1,001 - $15,000 None (or less than $201)
Maryland College Investment Plan
Portfolio 2024 $50,001 - $100,000 None (or less than $201)
Fidelity Real Estate Investment (FRESX) $15,001 - $50,000 $201 - $1,000
DFA International Core Equity (DFIEX) $15,001 - $50,000 $1,001 - $2,500
DFA US Core Equity II (DFQTX) $100,001 - $250,000 $2,501 - $5,000
Alibaba Group Holding (BABA) $1,001 - $15,000 None (or less than $201)
Box Inc. (BOX) $15,001 - $50,000 None (or less than $201)
Regeneron Pharmaceuticals (REGN) $15,001 - $50,000 None (or less than $201)
DFA Emerging Markets Core Equity (DFCEX) $50,001 - $100,000 $1,001 - $2,500
Oakmark International Fund (OAKIX) $1,001 - $15,000 None (or less than $201)
Family Trust #1
U.S. brokerage money market account #1 (cash) $15,001 - $50,000 None (or less than $201)
IShares Core S&P 500 ETF (IVV) $250,001 - $500,000 $5,001 - $15,000
IShares Russell Mid-Cap ETF (IWR) $50,001 - $100,000 $1,001 - $2,500
IShares Russell 2000 ETF (IWM) $50,001 - $100,000 $201 - $1,000
IShares Russell 2000 Growth ETF (IWO) $15,001 - $50,000 None (or less than $201)
Undiscovered Mgrs Behavioral Value Inst (UBVLX) $50,001 - $100,000 $201 - $1,000
AQR Multi-Strategy Alternative Fund Cl 1 $50,001 - $100,000 $201 - $1,000
Boston Partners Long/Short Res Fund $50,001 - $100,000 None (or less than $201)
SPDR Dow Jones International Real Estate ETF (RWR) $50,001 - $100,000 $1,001 - $2,500
Credit Suisse Commodity-Return Strategy Fund Cl 1 $15,001 - $50,000 None (or less than $201)
IShares Edge MSCI Min Vol USA ETF (USMV) $50,001 - $100,000 $1,001 - $2,500
IShares Edge MSCI Min Vol EAFE ETF (EFAV) $15,001 - $50,000 $1,001 - $2,500
Oppenheimer Intl Growth Y (OIGYX) $50,001 - $100,000 $201 - $1,000
IShares Core MSCI Emerging Mkts ETF (IEMG) $50,001 - $100,000 $1,001 - $2,500
IShares Russell 1000 Value ETF (IWD) $50,001 - $100,000 $1,001 - $2,500
Principal Midcap Institutional (PCBIX) $15,001 - $50,000 None (or less than $201)
IShares MSCI EAFE Value ETF (EFV) $15,001 - $50,000 $1,001 - $2,500
IShares Edge MSCI Min Vol Emerging Mkts (EEMV) $15,001 - $50,000 $1,001 - $2,500
Metro West T/R Bd CL 1 $15,001 - $50,000 $201 - $1,000
Prudential Short-Term Corporate Bd Z $15,001 - $50,000 $1,001 - $2,500
Blackrock High Yield Bond Portfolio Cl 1 $15,001 - $50,000 $1,001 - $2,500
ISHARES RUSSELL MIDCAP VALUE ETF (IWS) $15,001 - $50,000 $201 - $1,000
iShares Core MSCI EAFE ETF (IEFA) $50,001 - $100,000 $1,001 - $2,500
BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO $15,001 - $50,000 $1,001 - $2,500
WELLS FARGO ABSOLUTE RETURN FUND $15,001 - $50,000 $201 - $1,000
Family Trust #2
U.S. brokerage money market account #2 (cash) $50,001 - $100,000 $201 - $1,000
IShares Russell 2000 Growth ETF (IWO) $15,001 - $50,000 $201 - $1,000
Undiscovered Mgrs Behavioral Value Fd $100,001 - $250,000 $201 - $1,000
Doubleline Total Return Bd Fund $50,001 - $100,000 $2,501 - $5,000
AQR Multi-Strategy Alternative Fund Cl I $50,001 - $100,000 $201 - $1,000
Boston Partners Long/Short Res Fund $50,001 - $100,000 None (or less than $201)
SPDR Dow Jones International Real Estate ETF (RWR) $15,001 - $50,000 $1,001 - $2,500
Credit Suisse Commodity - Return Strategy Fund CL 1 $15,001 - $50,000 None (or less than $201)
Cullen High Dividend Equity Fund (CHDVX) $15,001 - $50,000 $1,001 - $2,500
IShares Edge MSCI Min Vol USA ETF (USMV) $50,001 - $100,000 $1,001 - $2,500
IShares Russell 1000 Growth ETF (IWF) $50,001 - $100,000 $201 - $1,000
Principal Midcap Institutional (PCBIX) $50,001 - $100,000 $201 - $1,000
Vanguard Mid-Cap ETF (VO) $50,001 - $100,000 $1,001 - $2,500
IShares Edge MSCI Min Vol EAFE ETF (EFAV) $50,001 - $100,000 $2,501 - $5,000
Oppenheimer Intl Growth Y (OIGYX) $50,001 - $100,000 $201 - $1,000
IShares Edge MSCI Min Vol Emerging Markets ETF (EEMV) $50,001 - $100,000 $1,001 - $2,500
Blackrock High Yield Bond Portfolio $50,001 - $100,000 $2,501 - $5,000
Blackstone Alternative Multi-Strategy Fund $50,001 - $100,000 $201 - $1,000
Prudential Short-Term Corporate Bd Z $100,001 - $250,000 $2,501 - $5,000
iShares Russell 1000 Value ETF (IWD) $50,001 - $100,000 $1,001 - $2,500
IShares Core S&P 500 ETF (IVV) $500,001 - $1,000,000 $5,001 - $15,000
IShares MSCI EAFE Value ETF (EFV) $50,001 - $100,000 $2,501 - $5,000
Hartford Schroders Emerging Mkts Equity (SEMNX) $15,001 - $50,000 $201 - $1,000
iShares Core MSCI Emerging Markets ETF (IEMG) $100,001 - $250,000 $1,001 - $2,500
ISHARES RUSSELL MID-CAP VALUE (IWS) $50,001 - $100,000 $1,001 - $2,500
ISHARES RUSSELL 2000 ETF (IWM) $50,001 - $100,000 $1,001 - $2,500
ISHARES CORE MSCI EAFE ETF (IEFA) $100,001 - $250,000 $2,501 - $5,000
Deutsche Intermediate Tax/AMT Free Fund $50,001 - $100,000 $1,001 - $2,500
Blackrock Strategic Income Opps Portfolio Cl 1 $15,001 - $50,000 $1,001 - $2,500
Regeneron Pharmaceuticals, Inc. - Common Stock $1,001 - $15,000 None (or less than $201)
Vanguard Dividend Appreciation Index (VIG) $1,001 - $15,000 None (or less than $201)
Fidelity Government Cash Reserves (FDRXX) $50,001 - $100,000 None (or less than $201)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) $15,001 - $50,000 $201 - $1,000
U.S. brokerage money market account #3 (cash) $15,001 - $50,000 $201 - $1,000
Cullen High Dividend Equity Fund CL I (CHDVX) $15,001 - $50,000 $201 - $1,000
IShares Core S&P 500 ETF (IVV) $100,001 - $250,000 $2,501 - $5,000
IShares Edge MSCI Min Vol USA ETF (USMV) $15,001 - $50,000 $201 - $1,000
IShares Russell 1000 Value ETF (IWD) $15,001 - $50,000 $201 - $1,000
IShares Russell Mid-Cap ETF (IWR) $15,001 - $50,000 $201 - $1,000
Principal Midcap Institutional (PCBIX) $15,001 - $50,000 None (or less than $201)
IShares Russell 2000 ETF (IWM) $50,001 - $100,000 $201 - $1,000
IShares MSCI EAFE Value ETF (EVF) $15,001 - $50,000 $201 - $1,000
IShares Core MSCI EAFE ETF (IEFA) $15,001 - $50,000 $201 - $1,000
IShares Edge MSCI Min Vol EAFE ETF (EFAV) $1,001 - $15,000 $201 - $1,000
Oppenheimer Intl Growth Y (OIGYX) $15,001 - $50,000 $201 - $1,000
iShares Core MSCI Emerging Markets ETF (IEMG) $15,001 - $50,000 $201 - $1,000
IShares Edge MSCI Min Vol Emerging Mkts ETF (EEMV) $15,001 - $50,000 $201 - $1,000
Metro West T/R Bd Cl 1 $15,001 - $50,000 $201 - $1,000
Prudential Short-Term Corporate Bd Z $15,001 - $50,000 $1,001 - $2,500
Blackrock High Yield Bond Portfolio Cl 1 $15,001 - $50,000 $1,001 - $2,500
AQR Multi-Strategy Alternative Fund Cl 1 $15,001 - $50,000 $201 - $1,000
Boston Partners Long/Short Resh Fund Instl Cl $15,001 - $50,000 None (or less than $201)
Under Armour $1,001 - $15,000 None (or less than $201)
Maryland College Investment Plan
Portfolio for College $1,001 - $15,000 None (or less than $201)
Portfolio 2018 $15,001 - $50,000 None (or less than $201)
IShares Russell Mid-Cap Value (IWS) $15,001 - $50,000 $201 - $1,000
Blackrock Strategic Income Opps Portfolio Cl $15,001 - $50,000 $1,001 - $2,500
Wells Fargo Absolute Return Fund $1,001 - $15,000 None (or less than $201)
Credit Suisse Commodity Return Strategy Fund $1,001 - $15,000 None (or less than $201)

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Wells Fargo Home Mortgage Mortgage on Personal Residence $250,001 - $500,000 3% 2012

Spouse's Employment Assets

Description Value Income Type Income Amount
Miller & Chevalier, Chartered Corporation, a Washington, D.C. law firm Salary, bonus, and dividend
Miller & Chevalier, 401(k) plan
American Funds EuroPacific Gr R6 $250,001 - $500,000 None (or less than $201)
American Funds Money Market R6 $100,001 - $250,000 None (or less than $201)
Vanguard 500 Index Admiral Shares $250,001 - $500,000 None (or less than $201)
Vanguard Target Retirement 2030 $50,001 - $100,000 None (or less than $201)
Metropolitan West Total Return Bond Fund $500,001 - $1,000,000 None (or less than $201)
Miller & Chevalier, Chartered Corporation, capital account $100,001 - $250,000 None (or less than $201)
Miller & Chevalier, Chartered Corporation, Defined Benefit Plan (value not readily ascertainable) None (or less than $201)

Do you know something about Michael K. Atkinson? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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