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.
Michael Platt Jr.
Commerce (joined: Aug. 3, 2017)
Assistant Secretary for Legislative and Intergovernmental Affairs | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| Wells Fargo Advantage Large Cap Core Fund | $1,001 - $15,000 | None (or less than $201) |
| Arrow DWA Tactical Fund | $15,001 - $50,000 | None (or less than $201) |
| First Eagle Overseas Fund | $1,001 - $15,000 | None (or less than $201) |
| Ivy Asset Strategy Fund | $15,001 - $50,000 | None (or less than $201) |
| Schwab IRA Permanent Portfolio PRPFX | $1,001 - $15,000 | None (or less than $201) |
| Pimco Total Return Fund | $1,001 - $15,000 | None (or less than $201) |
| Templeton Global Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| AMG Yacktman Focused Fund | $15,001 - $50,000 | None (or less than $201) |
| Oppenheimer Global Fund Class A | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Balanced Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Blue Chip Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Emerging Europe Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Financial Services Fund | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price Health Sciences Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Media & Telecommunications Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Mid-Cap Growth Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price New Horizons Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Real Estate Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Retirement 2040 Fund | $15,001 - $50,000 | None (or less than $201) |
| T. Rowe Price Retirement 2045 Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Small-Cap Stock Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Small Cap Value Fund | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price U.S. Treasury Intermediate Fund | $1,001 - $15,000 | None (or less than $201) |
| IRA U.S. Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. Credit Union Cash Account 1 | $1,001 - $15,000 | None (or less than $201) |
| U.S. Credit Union Cash Account 2 | $1,001 - $15,000 | None (or less than $201) |
| 529 - USAA Aggressive Growth Portfolio | $15,001 - $50,000 | None (or less than $201) |
| Amdocs Limited - Ordinary Shares | $1,001 - $15,000 | None (or less than $201) |
| Berkshire Hathaway B | $50,001 - $100,000 | None (or less than $201) |
| Chevron Corp | $1,001 - $15,000 | None (or less than $201) |
| Devon Energy Corp | $1,001 - $15,000 | None (or less than $201) |
| Dollar General | $1,001 - $15,000 | None (or less than $201) |
| $1,001 - $15,000 | None (or less than $201) | |
| Walmart | $1,001 - $15,000 | None (or less than $201) |
| General Electric | $1,001 - $15,000 | None (or less than $201) |
| General Electric | $15,001 - $50,000 | $201 - $1,000 |
| Heritage Oaks Bancorp - Common Stock | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corp | $1,001 - $15,000 | None (or less than $201) |
| Motorola Solutions | $1,001 - $15,000 | None (or less than $201) |
| Newmont Mining Corp | $1,001 - $15,000 | None (or less than $201) |
| Charles Schwab Investment Account Cash Balance | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Bank NA | $1,001 - $15,000 | None (or less than $201) |
| Schwab Avantage Cash Reserve (SWZXX) | $15,001 - $50,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Caliber Home Loans | Mortgage on Personal Residence | $500,001 - $1,000,000 | 3.75 | 2014 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| International Council of Shopping Centers | salary, bonus | ||
| Pacific States Box & Basket | $250,001 - $500,000 | Dividends | $15,001 - $50,000 |
| American Funds Growth Fund of America | $15,001 - $50,000 | None (or less than $201) | |
| Hotchkis & Wiley Large Cap Value Fund | $50,001 - $100,000 | None (or less than $201) | |
| JP Morgan Small Cap Value Fund | $15,001 - $50,000 | None (or less than $201) | |
| Oppenheimer Developing Markets Fund A | $15,001 - $50,000 | None (or less than $201) | |
| Oppenheimer International Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
| Prudential Jennison Small Company Fund | $1,001 - $15,000 | None (or less than $201) | |
| Prudential Asset Allocation Fund A | $15,001 - $50,000 | None (or less than $201) | |
| Prudential Government Income Fund A | $15,001 - $50,000 | None (or less than $201) | |
| Prudential Guaranteed Interest Account | $1,001 - $15,000 | None (or less than $201) | |
| Prudential Jennison Blend Fund | $15,001 - $50,000 | None (or less than $201) | |
| Ridgeworth Mid-Cap Value I | $50,001 - $100,000 | None (or less than $201) | |
| Templeton Foreign Fund | $15,001 - $50,000 | None (or less than $201) | |
| Vanguard 500 Index Fund Admiral Class | $15,001 - $50,000 | None (or less than $201) | |
| Wells Fargo Advantage Discovery Fund | $1,001 - $15,000 | None (or less than $201) | |
| First Eagle Overseas Fund | $1,001 - $15,000 | None (or less than $201) | |
| Ivy Asset Strategy Fund | $1,001 - $15,000 | None (or less than $201) | |
| Schwab IRA Permanent Portfolio PRPFX | $1,001 - $15,000 | None (or less than $201) | |
| Pimco Total Return Fund | $1,001 - $15,000 | None (or less than $201) | |
| Templeton Global Bond Fund | $1,001 - $15,000 | None (or less than $201) | |
| Yacktman Focused Fund | $1,001 - $15,000 | None (or less than $201) | |
| Arrow DWA Tactical Fund | $1,001 - $15,000 | None (or less than $201) | |
| IRA U.S. Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) | |
| Roth IRA U.S. Brokerage Account (cash) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Michael Platt Jr.? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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