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.
Phyllis L. Bayer departed March 30, 2019
Defense (joined: Feb. 15, 2018)
Assistant Secretary of the Navy for Energy, Installations, and Environment | Financial Disclosure »
Bio, via White House:
Ms. Bayer most recently served as Chief of Staff in the Office of the Assistant Secretary of Defense for Readiness where she managed policy development to shape and affect the readiness of the 2.4 million members of the U.S. Armed Forces. Ms. Bayer previously served as program manager in the Office of the Deputy Chief Management Officer, executive director of the Defense Business Board, and senior policy analyst for OSD Test and Evaluation. Ms. Bayer is a recipient of the Meritorious Civilian Service Award from the Office of the Secretary of Defense, the White House Office of Science and Technology Policy Recognition Medallion, and the Office of the Secretary of Defense Exceptional Civilian Service Award. She is a graduate of the National Defense University, Central Michigan University, University of Southern Mississippi, and the University of Southern Mississippi. Ms. Bayer is married to Michael J. Bayer and they reside in Georgetown, Washington, D.C.
Employment Assets
| Description | Value | Income |
|---|---|---|
| ROTH IRA | ||
| CHUBB LTD (CB) | $1,001 - $15,000 | None (or less than $201) |
| COMCAST CORP CL A NEW (CMCSA) | $1,001 - $15,000 | None (or less than $201) |
| ECOLAB INC (ECL) | $1,001 - $15,000 | None (or less than $201) |
| GENERAL DYNAMICS CORP (GD) | $1,001 - $15,000 | None (or less than $201) |
| HOME DEPOT INC (HD) | $1,001 - $15,000 | None (or less than $201) |
| HENRY JACK & ASSOC INC (JKHY) | $1,001 - $15,000 | None (or less than $201) |
| LABORATORY CORP OF AMER (LH) | $1,001 - $15,000 | None (or less than $201) |
| LOCKHEED MARTIN CORP (LMT) | $1,001 - $15,000 | None (or less than $201) |
| MCCORMICK & CO (MKC) | $1,001 - $15,000 | None (or less than $201) |
| 3M (MMM) | $1,001 - $15,000 | None (or less than $201) |
| RAYTHEON COMPANY (RTN) | $1,001 - $15,000 | None (or less than $201) |
| SYNOPSYS INC (SNPS) | $1,001 - $15,000 | None (or less than $201) |
| TORCHMARK CORP (TMK) | $1,001 - $15,000 | $201 - $1,000 |
| THERMO FISHER SCIENTIFIC INC (TMO) | $1,001 - $15,000 | None (or less than $201) |
| UNITEDHEALTH GROUP INC (UNH) | $1,001 - $15,000 | None (or less than $201) |
| VISA INC CLASS A (V) | $1,001 - $15,000 | None (or less than $201) |
| XYLEM INC (XYL) | $1,001 - $15,000 | None (or less than $201) |
| IRA | ||
| BRITISH AMERN TOBACCO PLC SPONS ADR 25P (BTI) | $1,001 - $15,000 | None (or less than $201) |
| BLACKSTONE GROUP LP UNIT | $1,001 - $15,000 | None (or less than $201) |
| CATERPILLAR INC (CAT) | $1,001 - $15,000 | None (or less than $201) |
| DOW CHEMICAL COMPANY (DOW) | $1,001 - $15,000 | None (or less than $201) |
| CONSOLIDATED EDISON INC (ED) | $1,001 - $15,000 | None (or less than $201) |
| EATON CORP PLC (ETN) | $1,001 - $15,000 | None (or less than $201) |
| GENERAL MILLS INC (GIS) | $1,001 - $15,000 | None (or less than $201) |
| INTL BUSINESS MACHINES CORP (IBM) | $1,001 - $15,000 | None (or less than $201) |
| INTEL CORP (INTC) | $1,001 - $15,000 | None (or less than $201) |
| KIMBERLY CLARK CORP (KMB) | $1,001 - $15,000 | None (or less than $201) |
| COCA-COLA COMPANY (KO) | $1,001 - $15,000 | None (or less than $201) |
| ALLIANT ENERGY CORP (LNT) | $1,001 - $15,000 | None (or less than $201) |
| MICROCHIP TECHNOLOGY INC (MCHP) | $1,001 - $15,000 | None (or less than $201) |
| MERCK & COMPANY INC (MRK) | $1,001 - $15,000 | None (or less than $201) |
| PAYCHEX INC (PAYX) | $1,001 - $15,000 | None (or less than $201) |
| PFIZER INC (PFE) | $1,001 - $15,000 | None (or less than $201) |
| SOUTHERN COMPANY (SO) | $1,001 - $15,000 | None (or less than $201) |
| AT&T (T) | $1,001 - $15,000 | None (or less than $201) |
| VERIZON COMMUNICATIONS (VZ) | $1,001 - $15,000 | None (or less than $201) |
| WASTE MANAGEMENT INC DEL (WM) | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| BROKERAGE ACCOUNT I | ||
| ISHARES MSCI BRAZIL CAPPED ETF (EWZ) | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ) | None (or less than $1,001) | $201 - $1,000 |
| ISHARES LATIN AMERICA 40 ETF (ILF) | None (or less than $1,001) | $1,001 - $2,500 |
| ISHARES US AEROSPACE & DEFENSE ETF (ITA) | $1,001 - $15,000 | $1,001 - $2,500 |
| POWERSHARES QQQ ETF (QQQ) | None (or less than $1,001) | $201 - $1,000 |
| RYDEX GUGGENHEIM S&P 500 EQUAL WEIGHTED INDEX ETF (RSP) | $1,001 - $15,000 | $1,001 - $2,500 |
| RYDEX GUGGENHEIM S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RYT) | $1,001 - $15,000 | $201 - $1,000 |
| SECTOR FINANCIAL SELECT SECTOR SPDR ETF (XLF) | $1,001 - $15,000 | $1,001 - $2,500 |
| ISHARES S&P MID CAP 400 GROWTH ETF (IJK) | $1,001 - $15,000 | None (or less than $201) |
| BROKERAGE ACCOUNT II | ||
| CORPORATE PROPERTY ASSOC 17 GLOBAL (REIT) | $250,001 - $500,000 | $50,001 - $100,000 |
| U.S. BROKERAGE ACCOUNT (cash) | $1,001 - $15,000 | None (or less than $201) |
| DOMINION RESOURES INC VA NEW (D) | $15,001 - $50,000 | $1,001 - $2,500 |
| DSW INC CLASS A (DSW) | $1,001 - $15,000 | $201 - $1,000 |
| EQUIFAX INC (EFX) | $15,001 - $50,000 | $201 - $1,000 |
| ENBRIDGE INC (ENB) | $15,001 - $50,000 | None (or less than $201) |
| KEYCORP NEW (KEY) | $15,001 - $50,000 | $201 - $1,000 |
| POWERSHARES QQQ ETF (QQQ) | $50,001 - $100,000 | None (or less than $201) |
| WALGREENS BOOTS ALLIANCE INC (WBA) | $15,001 - $50,000 | $1,001 - $2,500 |
| FAMILY TRUST | ||
| AMERICAN GENERAL (fixed annuity) | $250,001 - $500,000 | None (or less than $201) |
| AMERICAN GENERAL (fixed annuity) | $250,001 - $500,000 | None (or less than $201) |
| AMERICAN GENERAL (fixed annuity) | $250,001 - $500,000 | None (or less than $201) |
| WESTERN & SOUTHERN LIFE (fixed annuity) | $250,001 - $500,000 | None (or less than $201) |
| NEW YORK LIFE (fixed annuity) | $250,001 - $500,000 | None (or less than $201) |
| U.S. bank checking account | $15,001 - $50,000 | None (or less than $201) |
| J.F. Lehman & Company Fund III | $100,001 - $250,000 | None (or less than $201) |
| J.F. Lehman & Company Fund IV | $250,001 - $500,000 | None (or less than $201) |
| Enlightenment Capital Solutions Fund I | $50,001 - $100,000 | None (or less than $201) |
| Enlightenment Capital Solutions Fund II | $15,001 - $50,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Access National Bank | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | 2.8 | 2014 |
| J.F. Lehman & Company, Private Equity Fund III (call completed) | capital call | $50,001 - $100,000 | 0 | 2011 |
| J.F. Lehman & Company, Private Equity Fund IV | capital call | $500,001 - $1,000,000 | 0 | 2016 |
| Enlightenment Fund I | capital call | $10,001 - $15,000 | 0 | 2012 |
| Enlightenment Fund II | capital call | $100,001 - $250,000 | 0 | 2015 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| VOYA (401k) | |||
| VANGUARD TRGT RETIRE 2010 | $1,001 - $15,000 | None (or less than $201) | |
| GROWTH SOLO 401k | |||
| CHUBB LTD (CB) | $1,001 - $15,000 | None (or less than $201) | |
| CHURCH & DWIGHT CO (CHD) | $1,001 - $15,000 | None (or less than $201) | |
| COMCAST CORP (CMCSA) | $1,001 - $15,000 | None (or less than $201) | |
| ECOLAB INC (ECL) | $1,001 - $15,000 | None (or less than $201) | |
| FISERV INC (FISV) | $1,001 - $15,000 | None (or less than $201) | |
| GENERAL DYNAMICS CORP (GD) | $1,001 - $15,000 | None (or less than $201) | |
| HOME DEPOT INC (HD) | $1,001 - $15,000 | None (or less than $201) | |
| HENRY JACK ASSOC (JKHY) | $1,001 - $15,000 | None (or less than $201) | |
| LABORATORY CORP OF AMERICA (LH) | $1,001 - $15,000 | None (or less than $201) | |
| LOCKHEED MARTIN CORP (LMT) | $1,001 - $15,000 | None (or less than $201) | |
| MCCORMICK & COMPANY INC (MKC) | $1,001 - $15,000 | None (or less than $201) | |
| 3M (MMM) | $1,001 - $15,000 | None (or less than $201) | |
| RAYTHEON (RTN) | $1,001 - $15,000 | None (or less than $201) | |
| SYNOPSYS INC (SNPS) | $1,001 - $15,000 | None (or less than $201) | |
| TORCHMARK CORP (TMK) | $1,001 - $15,000 | None (or less than $201) | |
| THERMO FISHER SCIENTIFIC INC (TMO) | $1,001 - $15,000 | None (or less than $201) | |
| TRAVELERS COMPANIES INC (TRV) | $1,001 - $15,000 | None (or less than $201) | |
| UNITED HEALTH GROUP INC (UNH) | $1,001 - $15,000 | None (or less than $201) | |
| VISA INC (V) | $1,001 - $15,000 | None (or less than $201) | |
| XYLEM INC (XYL) | $1,001 - $15,000 | None (or less than $201) | |
| SPRINT ENERGY (OIL & GAS DRILLING WASTE COMPANY) | Board fees | ||
| DOSS AVIATION (AIRCRAFT PILOT TRAINING) | Board fees | ||
| IRONHAND (NATIONAL SECURITY CONSULTING) | Consulting fees | ||
| RENNAISSAINCE STRATEGIES ASSOCIATES (RSA) (NATIONAL SECURITY CONSULTING) | Consulting fees | ||
| CSRA (NATIONAL SECURITY CONSULTING) | Consulting fees | ||
| BLACKSTONE | Consulting fees | ||
| FLUOR CONSULTING | Consulting fees | ||
| BOEING CO. | Consulting fees | ||
| AM GENERAL | Consulting fees | ||
| SEP IRA I | |||
| U.S. BROKERAGE ACCOUNT (cash) | $1,001 - $15,000 | None (or less than $201) | |
| BRITISH AMERICAN TOBACCO PLC SPONS ADR 25P (BTI) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
| BLACKSTONE GROUP LP UNIT REPRESENTING LTD PARTNERSHIP (BX) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| CATERPILLAR INC (CAT) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| DOW CHEMICAL COMPANY (DOW) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| CONSOLIDATED EDISON INC (ED) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
| EATON CORP PLC (ETN) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| GENERAL MILLS INC (GIS) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| INTL BUSINESS MACHINES CORP (IBM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| INTEL CORP (INTC) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| KIMBERLY CLARK CORP (KMB) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| COCA-COLA COMPANY (KO) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| ALLIANT ENERGY CORP (LNT) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| MICROCHIP TECHNOLOGY INC (MCHP) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| MERCK & COMPANY INC (MRK) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| PAYCHEX INC (PAYX) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| PFIZER (PFE) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| SOUTHERN COMPANY (SO) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
| AT&T INC (T) | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
| VERIZON COMMUNICATIONS (VZ) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| WASTE MANAGEMENT INC DEL (WM) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| SEP IRA II | |||
| FS INVESTMENT CORP II | $250,001 - $500,000 | $15,001 - $50,000 | |
| U.S. BROKERAGE ACCOUNT (cash) | $1,001 - $15,000 | None (or less than $201) | |
| GROWTH IRA SWM | |||
| U.S. BROKERAGE ACCOUNT (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
| CHUBB LTD (CB) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| CHURCH & DWIGHT COMPANY INC (CHD) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| COMCAST CORP CL A (CMCSA) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| ECOLAB INC (ECL) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
| FISERV INC (FISV) | $50,001 - $100,000 | None (or less than $201) | |
| GENERAL DYNAMICS CORP (GD) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| HOME DEPOT INC (HD) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| HENRY JACK & ASSOC INC (JKHY) | $50,001 - $100,000 | Dividends | $201 - $1,000 |
| LABORATORY CORP OF AMER (LH) | $15,001 - $50,000 | None (or less than $201) | |
| LOCKHEED MARTIN CORP (LMT) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| MCCORMICK & COMPANY INC (MKC) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| 3M (MMM) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
| RAYTHEON COMPANY NEW (RTN) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| SYNOPSYS INC (SNPS) | $50,001 - $100,000 | None (or less than $201) | |
| TORCHMARK CORP (TMK) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| THERMO FISHER SCIENTIFIC INC (TMO) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| TRAVELERS COMPANIES INC (TRV) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| UNITEDHEALTH GROUP INC (UNH) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| VISA INC CLASS A (V) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| XYLEM INC (XYL) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| STRUCTURED NOTES IRA III | |||
| BARCLAYS BANK PLC, HIGH LOW CPN CLLB NOTE LKD REF ASSET 3 EXCH FDS | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| CREDIT SUISSE HIGH LOW CPN CLLB YLD NOTE | $15,001 - $50,000 | Dividends | $2,501 - $5,000 |
| CREDIT SUISSE HIGH LOW CPN CLLB YLD NOTE LKD ENERGY UTIL TECH SEC | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| JP MORGAN CHASE FINL CO CONTIN INT NOTE LKD S&P 500 RUSSELL 2000 | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
| U.S. BROKERAGE ACCOUNT (cash) | $100,001 - $250,000 | None (or less than $201) | |
| BARCLAYS BANK HIGH LOW CPN CLLB NOTE LKD 3 SPDR TRADED FUNDS | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
| CORE ETF IRA IV | |||
| U.S. BROKERAGE ACCOUNT (cash) | $15,001 - $50,000 | None (or less than $201) | |
| ISHARES INC MSCI RUSSIA CAPPED NEW (ERUS) | $15,001 - $50,000 | None (or less than $201) | |
| ISHARES MSCI BRAZIL CAPPED ETF (EWZ) | $15,001 - $50,000 | None (or less than $201) | |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ)) | $15,001 - $50,000 | None (or less than $201) | |
| ISHARES S&P MID CAP 400 GROWTH ETF (IJK) | $15,001 - $50,000 | $1,001 - $2,500 | |
| ISHARES LATIN AMERICA 40 ETF (ILF) | $15,001 - $50,000 | $201 - $1,000 | |
| ISHARES US AEROSPACE & DEFENSE ETF (ITA) | $50,001 - $100,000 | $1,001 - $2,500 | |
| POWERSHARES QQQ ETF (QQQ) | $50,001 - $100,000 | None (or less than $201) | |
| RYDEX GUGGENHEIM S&P 500 EQUAL WEIGHTED INDEX ETF (RSP) | $100,001 - $250,000 | $1,001 - $2,500 | |
| RYDEX GUGGENHEIM S&P 500 EQUAL WEIGHT TEHNOLOGY ETF (RYT) | $50,001 - $100,000 | None (or less than $201) | |
| SECTOR FINANCIAL SELECT SECTOR SPDR ETF (XLF) | $50,001 - $100,000 | $1,001 - $2,500 | |
| ATAC | Board Fees | ||
| ATAC | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
| SIGA TECHNOLOGIES INC. | Board fees | ||
| SPRINT ENERGY (stock) | $50,001 - $100,000 | None (or less than $201) | |
| DOSS AVIATION (stock) | $50,001 - $100,000 | None (or less than $201) | |
| SIGA (stock) | $100,001 - $250,000 | Dividends | $201 - $1,000 |
| API TECHNOLOGIES CORP. | Board fees | ||
| API TECHNOLOGIES CORP. (stock) | $50,001 - $100,000 | None (or less than $201) |
Do you know something about Phyllis L. Bayer? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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