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.
Patrick Pizzella
Deputy Secretary | Financial Disclosure »
Former Positions Outside Government
- MJJP Revocable Trust Trustee (All our assets are held in the trust.)
- PP Revocable Trust Grantor and Trustee (All our assets are held in the trust.)
Employment Assets
| Description | Value | Income |
|---|---|---|
| SEP IRA | ||
| Janus High-Yield T (JAHYX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Hennessy Gas Utility Investor Fund (GASFX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Parnassus Mid CAP Fund (PARMX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Schwab Health Care Fund (SWHFX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Schwab Target 2025 (SWHRX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Matthews Asia Dividend Investor Fund (MAPIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Vanguard High Dividend Yield ETF (VYM) | $15,001 - $50,000 | $1,001 - $2,500 |
| Patrick Pizzella, LLC, Management Consulting | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Avista Corp | $100,001 - $250,000 | $2,501 - $5,000 |
| Bristol-Myers Squibb Co | $50,001 - $100,000 | $1,001 - $2,500 |
| Cincinnati Financial Corp | $50,001 - $100,000 | $1,001 - $2,500 |
| The Walt Disney Co | $100,001 - $250,000 | $1,001 - $2,500 |
| R.R. Donnelly & Sons Co. | $15,001 - $50,000 | $2,501 - $5,000 |
| The Dow Chemical Co. | $50,001 - $100,000 | $1,001 - $2,500 |
| Duke Energy Corp | $50,001 - $100,000 | $2,501 - $5,000 |
| EnerGulf Resources Inc | $1,001 - $15,000 | None (or less than $201) |
| Intel Corp | $100,001 - $250,000 | $2,501 - $5,000 |
| Kraft Foods Group Inc. | $15,001 - $50,000 | $1,001 - $2,500 |
| Pepco Holdings Inc | $50,001 - $100,000 | $2,501 - $5,000 |
| Pitney Bowes Inc | $50,001 - $100,000 | $1,001 - $2,500 |
| RPM International Inc | $100,001 - $250,000 | $1,001 - $2,500 |
| The Southern Company | $15,001 - $50,000 | $1,001 - $2,500 |
| The Blackstone Group LP | $50,001 - $100,000 | $2,501 - $5,000 |
| National Retail Properties, Inc. (REIT) | $50,001 - $100,000 | $2,501 - $5,000 |
| Weyerhaeuser Co (REIT) | $50,001 - $100,000 | $2,501 - $5,000 |
| LSC Communications Inc | $15,001 - $50,000 | $1,001 - $2,500 |
| Federated Strategic Value Dividend Fund (SVAAX) | $15,001 - $50,000 | $201 - $1,000 |
| Enterprise Products Partners LP | $15,001 - $50,000 | $1,001 - $2,500 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| United States Treasury (This debt was paid off in 2016.) | Tax Liability | $10,001 - $15,000 | 12% | 2013 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Schwab IRA | |||
| PIMCO Total Return Fund INSTL CL (PTTRX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| PIMCO Foreign Bond (USD-Hedged) I (PFORX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| DFA U.S. Large Co. Institutional Portfolio (DFUSX) | $50,001 - $100,000 | $5,001 - $15,000 | |
| DFA U.S. Small Cap Value (DFSVX) | $100,001 - $250,000 | $5,001 - $15,000 | |
| DFA U.S. Large Cap Value Portfolio INSTLI (DFLVX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Schwab 1000 Index (SNXFX) | $1,001 - $15,000 | $201 - $1,000 | |
| Artisan International INSTL (ARTIX) | $15,001 - $50,000 | None (or less than $201) | |
| DFA International Small Cap Value (DISVX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| American Funds EuroPacific Gr Fund (AEPGX) | $1,001 - $15,000 | $201 - $1,000 | |
| Harbor International INSTL (HAINX) | $15,001 - $50,000 | $201 - $1,000 | |
| Cohen & Steers Instl Global Realty (IRFIX) | $1,001 - $15,000 | $2,501 - $5,000 | |
| Cohen & Steers Realty Shares (CSRSX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| PIMCO Commodity Real Return STRAT INST (PCRIX) | $1,001 - $15,000 | $201 - $1,000 | |
| Schwab Advisor Cash Reserve Sw (SWQXX) | $50,001 - $100,000 | $2,501 - $5,000 | |
| Lord Abbett Short Duration Income Fund CL I (LLDYX) | $100,001 - $250,000 | $5,001 - $15,000 | |
| Vanguard 401 K (This is a management consulting firm that has been inactive since I accepted position with federal government--per original ethics agreement.) | |||
| Vanguard Total Bond Market Index Fund Institutional Plus (VBMPX) | $50,001 - $100,000 | $1,001 - $2,500 | |
| Vanguard Institutional Index Fund Inst Plus (VIIIX) | $250,001 - $500,000 | $5,001 - $15,000 | |
| Fidelity Diversified International Fund CL K (FDIKX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Altria Group Inc | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| BB&T Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Duke Energy Corp | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| General Mills Inc | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| McDonald's Corp | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| National Grid PLC | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
| Pfizer Inc | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| SCANA Corp | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| Starwood Property Trust, Inc | $15,001 - $50,000 | Dividends | $2,501 - $5,000 |
| Verizon Communications Inc | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| Loomis Sayles Bond Fund Retail Class (LSBRX) | $15,001 - $50,000 | $201 - $1,000 | |
| PAX World High Yield Bond FD Individual Investor Class(PAXHX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Schwab Trust | |||
| Metropolitan West Total Return Bond I (MWTIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
| Thornburg Ltd Term Muni FD CL I (LTMIX) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about Patrick Pizzella? Send us an email at [email protected] or send a Signal message to 347-244-2134.
See more staffers at Labor »