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Steven e winberg

Steven E. Winberg

Energy (joined: Nov. 2, 2017)

Senior Advisor, Office of the Secretary | Assistant Secretary for Fossil Energy | Financial Disclosure »

Bio, via Department of Energy:

Mr. Winberg has 39 years of experience in the energy industry. He began his career at the engineering firm Foster Wheeler as an engineer on coal-fired utility boilers. From there, he spent 14 years with Consolidated Natural Gas working in a variety of positions before becoming Vice President for CONSOL Energy Research & Development. Immediately prior to coming to DOE, Mr. Winberg served as a Senior Program Manager at Battelle Memorial Institute. Over the span of his career, Mr. Winberg has participated in a number of policy and energy initiatives. He has also gained extensive experience in numerous energy technologies, including advanced fossil energy combustion, coal-to-liquids, fluidized bed combustion, emulsified fuels, fuel cells, alternative fuel vehicles, and carbon utilization. Mr. Winberg received a bachelor’s degree in nuclear science from the State University of Maritime College in 1978 and an MBA from the University of Pittsburgh in 1991.

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Battelle Memorial Institute $402,577
Battelle Memorial Institute Senior Leadership 457(B) Defined Contribution Plan
Vanguard Target Retirement 2020 Fund Investor Shares (VTWNX) $15,001 - $50,000 None (or less than $201)
Vanguard Target Retirement 2040 Fund Investor Shares (VFORX) $1,001 - $15,000 None (or less than $201)
CONSOL Energy Inc (managed by Morgan Stanley)
CONSOL Restricted Stock Units (vested) $50,001 - $100,000 None (or less than $201)
CONSOL Stock Options (vested) (value not readily ascertainable) None (or less than $1,001) None (or less than $201)
CONSOL Energy Stock (CNX) $50,001 - $100,000 $201 - $1,000
CONSOL Energy 401(k)
Vanguard MidCap Index Fund (VMCIX) $1,001 - $15,000 None (or less than $201)
Janus Henderson Enterprise Fund Class I (JMGRX) $15,001 - $50,000 None (or less than $201)
Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) $1,001 - $15,000 None (or less than $201)
ClearBridge Large Cap Growth Fund Class I (SBLYX) $1,001 - $15,000 None (or less than $201)
CONSOL Energy Inc. (CNX) $250,001 - $500,000 None (or less than $201)
PRIMECAP Odyssey Stock Fund (POSKX) $1,001 - $15,000 $201 - $1,000
BlackRock Basic Value Fund Institutional Shares (MABAX) $15,001 - $50,000 $201 - $1,000
Dominion Energy (previously Consolidated Natural Gas) Defined Benefit Plan (value not readily ascertainable) (Eligible to receive $1,800/monthly beginning April 2021) None (or less than $201)
CONSOL Energy Inc Defined Benefit Plan (value not readily ascertainable) $15,548
Battelle Memorial Institute Defined Benefit Plan (value not readily ascertainable) None (or less than $201)
CONSOL Energy Inc Defined Contribution Restoration Plan (cash receivable) $15,001 - $50,000 $1,588

Other Income/Assets

Description Value Income
Morgan Stanley Portfolio Management Active Assets Account
First Trust Financials AlphaDEX Fd(ETF) (FXO) $1,001 - $15,000 None (or less than $201)
First Trust Large Cap GO Alpha Fnd (ETF) (FTC) $1,001 - $15,000 None (or less than $201)
First Trust NASDAQ-100 Ex-Tech Sec (ETF) (QQXT) $1,001 - $15,000 None (or less than $201)
First Trust NASDAQ-100- Technology Ix Fd (QTEC) $1,001 - $15,000 None (or less than $201)
First Trust North American Energy Infrastructure Fund (EMLP) $1,001 - $15,000 None (or less than $201)
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) $1,001 - $15,000 None (or less than $201)
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) $1,001 - $15,000 None (or less than $201)
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) $15,001 - $50,000 $201 - $1,000
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) $15,001 - $50,000 None (or less than $201)
iShares Core S&P Mid Cap 400 ETF (IJH) $1,001 - $15,000 None (or less than $201)
iShares S&P SmallCap 600 Index (ETF) (IJR) $1,001 - $15,000 None (or less than $201)
VANGUARD VALUE ETF (VTV) $1,001 - $15,000 None (or less than $201)
WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ) $1,001 - $15,000 None (or less than $201)
AQR Managed Futures Strategy Fund Class I (AQMIX) $1,001 - $15,000 None (or less than $201)
Federated Kaufmann Large Cap Fund Institutional Shares (KLCIX) $15,001 - $50,000 None (or less than $201)
Oakmark Fund Investor Class (OAKMX) $15,001 - $50,000 None (or less than $201)
Virtus Vontobel Emerging Markets Opportunities Fund Class I (HIEMX) $1,001 - $15,000 None (or less than $201)
Morgan Stanley Traditional IRA
U.S. Brokerage Account (Cash) $1,001 - $15,000 None (or less than $201)
American Funds The Growth Fund of America Class F-2 (GFFFX) $50,001 - $100,000 $201 - $1,000
American Funds The Income Fund of America Class F-2 (AMEFX) $50,001 - $100,000 $1,001 - $2,500
American Funds Investment Company of America Class F-2 (ICAFX) $50,001 - $100,000 $1,001 - $2,500
American Funds New Perspective Fund Class F-2 (ANWFX) $50,001 - $100,000 $201 - $1,000
American Funds New World Fund Class F-2 (NFFFX) $15,001 - $50,000 $201 - $1,000
First Eagle Global Fund Class I (SGIIX) $15,001 - $50,000 $201 - $1,000
PIMCO All Asset Fund Class P (PALPX) $50,001 - $100,000 $1,001 - $2,500
Royce Premier Fund Investment Class (RYPRX) $15,001 - $50,000 None (or less than $201)
Morgan Stanley Portfolio Management Active Assets Account
U.S. brokerage account #1 (cash) $1,001 - $15,000 None (or less than $201)
First Trust Financials AlphaDEX Fd(ETF) (FXO) $1,001 - $15,000 None (or less than $201)
First Trust Large Cap GO Alpha Fund (ETF) (FTC) $15,001 - $50,000 None (or less than $201)
First Trust NASDAQ-100 Ex-Tech Sec (ETF) (QQXT) $1,001 - $15,000 None (or less than $201)
FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND (QTEC) $1,001 - $15,000 None (or less than $201)
First Trust North American Energy Infrastructure Fund (EMLP) $1,001 - $15,000 None (or less than $201)
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) $1,001 - $15,000 $201 - $1,000
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) $1,001 - $15,000 $201 - $1,000
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) $15,001 - $50,000 $201 - $1,000
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) $15,001 - $50,000 $201 - $1,000
iShares Core S&P Mid Cap 400 ETF (IJH) $15,001 - $50,000 $201 - $1,000
iShares S&P SmallCap 600 Index (ETF) (IJR) $1,001 - $15,000 None (or less than $201)
VANGUARD VALUE ETF (VTV) $15,001 - $50,000 $201 - $1,000
WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ) $1,001 - $15,000 $201 - $1,000
AQR Managed Futures Strategy Fund Class I (AQMIX) $1,001 - $15,000 None (or less than $201)
Federated Kaufmann Large Cap Fund Institutional Shares (KLCIX) $15,001 - $50,000 None (or less than $201)
Oakmark Fund Investor Class (OAKMX) $15,001 - $50,000 $201 - $1,000
Virtus Vontobel Emerging Markets Opportunities Fund Class I (HIEMX) $1,001 - $15,000 None (or less than $201)
Morgan Stanley Select UMA Basic Securities Account
U.S. Brokerage Account (Cash) $1,001 - $15,000 None (or less than $201)
Allergan plc Ordinary Shares (AGN) $15,001 - $50,000 $201 - $1,000
AMC Networks Inc. - Class A Common Stock (AMCX) $1,001 - $15,000 None (or less than $201)
Anadarko Petroleum Corporation (APC) $15,001 - $50,000 None (or less than $201)
Autodesk, Inc. (ADSK) $15,001 - $50,000 None (or less than $201)
Biogen Inc (BIIB) $15,001 - $50,000 None (or less than $201)
Bioverativ Inc (BIVV) $1,001 - $15,000 None (or less than $201)
Broadcom Ltd (AVGO) $1,001 - $15,000 $201 - $1,000
Citrix Systems, Inc. (CTXS) $1,001 - $15,000 None (or less than $201)
Comcast Corporation (CMCSA) $15,001 - $50,000 $201 - $1,000
Cree, Inc. (CREE) $1,001 - $15,000 None (or less than $201)
Discovery Communications Inc. (DISCA) $1,001 - $15,000 None (or less than $201)
Dolby Laboratories, Inc. (DLB) $1,001 - $15,000 None (or less than $201)
Fluor Corporation (NEW) (FLR) $1,001 - $15,000 $201 - $1,000
Freeport-McMoRan Inc (FCX) $1,001 - $15,000 $201 - $1,000
ImmunoGen, Inc. (IMGN) $1,001 - $15,000 None (or less than $201)
Ionis Pharmaceuticals Inc (IONS) $1,001 - $15,000 None (or less than $201)
Johnson Controls International plc Ordinary Share (JCI) $1,001 - $15,000 $201 - $1,000
L3 Technologies Inc (LLL) $15,001 - $50,000 $201 - $1,000
Liberty Broadband Corp S-A (LBRDA) $1,001 - $15,000 None (or less than $201)
Liberty Broadband Corp S-C (LBRDK) $1,001 - $15,000 None (or less than $201)
Liberty Interactive Corporation - Series A Liberty Ventures (LVNTA) $1,001 - $15,000 None (or less than $201)
Liberty Interactive QVC Group (QVCA) $1,001 - $15,000 None (or less than $201)
Liberty Sirius XM Group A (LSXMA) $1,001 - $15,000 None (or less than $201)
Liberty Sirius XM Group C (LSXMK) $1,001 - $15,000 None (or less than $201)
Liberty Media Corporation - Series C Liberty Formula One (FWONK) $1,001 - $15,000 None (or less than $201)
Lions Gate Entertainment Corp. (USA) B (LGFB) $1,001 - $15,000 None (or less than $201)
LogMeIn Inc (LOGM) $1,001 - $15,000 None (or less than $201)
Medtronic (MDT) $1,001 - $15,000 None (or less than $201)
National-Oilwell Varco, Inc. (NOV) $1,001 - $15,000 None (or less than $201)
NOW Inc (DNOW) $1,001 - $15,000 None (or less than $201)
Nuance Communications Inc. (NUAN) $1,001 - $15,000 None (or less than $201)
Nucor Corporation (NUE) $1,001 - $15,000 $201 - $1,000
Pentair plc. Ordinary Share (PNR) $1,001 - $15,000 None (or less than $201)
Seagate Technology PLC (STX) $15,001 - $50,000 $1,001 - $2,500
TE Connectivity Ltd (TEL) $15,001 - $50,000 $201 - $1,000
Twitter Inc (TWTR) $15,001 - $50,000 None (or less than $201)
UnitedHealth Group Inc (UNH) $15,001 - $50,000 $201 - $1,000
Vertex Pharmaceuticals Incorporated (VRTX) $15,001 - $50,000 None (or less than $201)
Weatherford International Plc (WFT) $1,001 - $15,000 None (or less than $201)
Western Digital Corp (WDC) $1,001 - $15,000 $201 - $1,000
Morgan Stanley Active Assets Account
U.S. Brokerage Account (Cash) $1,001 - $15,000 None (or less than $201)
FIRST TRUST FINANCIALS ALPHADEX FUND (FXO) $1,001 - $15,000 None (or less than $201)
First Trust Large Cap GO Alpha Fnd (ETF) (FTC) $1,001 - $15,000 None (or less than $201)
First Trust NASDAQ-100 Ex-Tech Sec (ETF) (QQXT) $1,001 - $15,000 None (or less than $201)
FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND (QTEC) $1,001 - $15,000 None (or less than $201)
First Trust North American Energy Infrastructure Fund (EMLP) $1,001 - $15,000 None (or less than $201)
ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) $1,001 - $15,000 $201 - $1,000
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) $1,001 - $15,000 $201 - $1,000
iShares Edge MSCI Min Vol EAFE ETF (EFAV) $15,001 - $50,000 $201 - $1,000
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) $15,001 - $50,000 $201 - $1,000
iShares Core S&P Mid Cap 400 ETF (IJH) $1,001 - $15,000 $201 - $1,000
iShares S&P SmallCap 600 Index (ETF) (IJR) $1,001 - $15,000 None (or less than $201)
Vanguard Value ETF (VTV) $1,001 - $15,000 $201 - $1,000
WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ) $1,001 - $15,000 $201 - $1,000
AQR Managed Futures Strategy Fund Class I (AQMIX) $1,001 - $15,000 None (or less than $201)
Federated Kaufmann Large Cap Fund Institutional Shares (KLCIX) $15,001 - $50,000 None (or less than $201)
Oakmark Fund Investor Class (OAKMX) $1,001 - $15,000 $201 - $1,000
Virtus Vontobel Emerging Markets Opportunities Fund Class I (HIEMX) $1,001 - $15,000 None (or less than $201)
Morgan Stanley Select UMA Basic Securities Account
U.S. Brokerage Account (Cash) $1,001 - $15,000 None (or less than $201)
Ally Financial Inc (ALLY) $1,001 - $15,000 None (or less than $201)
American Equity Investment Life Holding (AEL) $1,001 - $15,000 None (or less than $201)
Athene Holding Ltd (ATH) $1,001 - $15,000 None (or less than $201)
Atlas Air Worldwide Holdings, Inc. (AAWW) $1,001 - $15,000 None (or less than $201)
Bank of America Corp (BAC) $1,001 - $15,000 None (or less than $201)
Big Lots, Inc. (BIG) $1,001 - $15,000 None (or less than $201)
Biogen Inc (BIIB) $1,001 - $15,000 None (or less than $201)
Centene Corp (CNC) $1,001 - $15,000 None (or less than $201)
Dicks Sporting Goods Inc (DKS) $1,001 - $15,000 None (or less than $201)
Gulfport Energy Corporation (GPOR) $1,001 - $15,000 None (or less than $201)
Hartford Financial Services Group Inc (HIG) $1,001 - $15,000 None (or less than $201)
Integrated Device Technology Inc (IDTI) $1,001 - $15,000 None (or less than $201)
International Paper Co (IP) $1,001 - $15,000 $201 - $1,000
JPMorgan Chase & Co. (JPM) $1,001 - $15,000 $201 - $1,000
Kinder Morgan Inc (KMI) $1,001 - $15,000 $201 - $1,000
Lannett Company, Inc. (LCI) $1,001 - $15,000 None (or less than $201)
Mellanox Technologies, Ltd. (MLNX) $1,001 - $15,000 None (or less than $201)
Metlife Inc (MET) $1,001 - $15,000 $201 - $1,000
Open Text Corp (OTEX) $1,001 - $15,000 None (or less than $201)
PBF Energy Inc (PBF) $1,001 - $15,000 $201 - $1,000
PulteGroup, Inc. (PHM) $1,001 - $15,000 None (or less than $201)
QUALCOMM, Inc. (QCOM) $1,001 - $15,000 $201 - $1,000
Skechers USA Inc (SKX) $1,001 - $15,000 None (or less than $201)
Skyworks Solutions Inc (SWKS) $1,001 - $15,000 None (or less than $201)
Southwestern Energy Company (SWN) $1,001 - $15,000 None (or less than $201)
Synaptics, Incorporated (SYNA) $1,001 - $15,000 None (or less than $201)
Triumph Group Inc (TGI) $1,001 - $15,000 None (or less than $201)
United States Steel Corporation (X) $1,001 - $15,000 None (or less than $201)
VeriFone Systems Inc (PAY) $1,001 - $15,000 None (or less than $201)
Voya Financial Inc (VOYA) $1,001 - $15,000 None (or less than $201)
Whiting Petroleum Corp (WLL) $1,001 - $15,000 None (or less than $201)
Zimmer Biomet Holdings Inc (ZBH) $1,001 - $15,000 None (or less than $201)
Ingredion Inc (INGR) $1,001 - $15,000 None (or less than $201)
CVS Health Corp (CVS) $1,001 - $15,000 None (or less than $201)
Cypress Semiconductor Corporation (CY) $1,001 - $15,000 None (or less than $201)
ENSCO PLC Class A (ESV) $1,001 - $15,000 None (or less than $201)
Zebra Technologies Corp. - Class A (ZBRA) $1,001 - $15,000 None (or less than $201)
Morgan Stanley Portfolio Management - Reserve Select
U.S. Brokerage Account (Cash) $1,001 - $15,000 None (or less than $201)
ISHARES MSCI NEW ZEALAND CAPPED ETF (ENZL) $15,001 - $50,000 $201 - $1,000
ISHARES MSCI RUSSIA CAPPED ETF (ERUS) $1,001 - $15,000 None (or less than $201)
iShares MSCI Taiwan Index (ETF) (EWT) $15,001 - $50,000 $201 - $1,000
ISHARES MSCI BRAZIL CAPPED ETF (EWZ) $15,001 - $50,000 None (or less than $201)
First Trust DJ Internet Index Fund (ETF) (FDN) $15,001 - $50,000 $5,001 - $15,000
First Trust Nasdaq Bank ETF (FTXO) $15,001 - $50,000 $201 - $1,000
First Trust Ind/Prod AlphaDEX Fd (ETF) (FXR) $15,001 - $50,000 $1,001 - $2,500
First Trust Utilities AlphaDEX Fnd (ETF) (FXU) $15,001 - $50,000 $1,001 - $2,500
ISHARES DOW JONES U.S. ETF (IYY) $15,001 - $50,000 $1,001 - $2,500
FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND (QTEC) $15,001 - $50,000 $2,501 - $5,000
Vanguard Small-Cap Index Fund (VB) $15,001 - $50,000 $5,001 - $15,000
VANGUARD SMALL CAP GROWTH ETF (VBK) $15,001 - $50,000 $5,001 - $15,000
Vanguard Mid-Cap Value ETF (VOE) $15,001 - $50,000 $5,001 - $15,000
Vanguard Extended Market ETF (VXF) $15,001 - $50,000 $2,501 - $5,000
Morgan Stanley Brokerage Account
U.S. bank account #1 (cash) $15,001 - $50,000 None (or less than $201)
Lincoln National Corporation Life Insurance - Variable Annuity
American Funds - Growth Fund - Class 2 $15,001 - $50,000 None (or less than $201)
American Funds - International Fund - Class 2 $1,001 - $15,000 None (or less than $201)
American Funds - Global Growth Fund - Class 2 $15,001 - $50,000 None (or less than $201)
American Funds - Asset Allocation Fund - Class 2 $15,001 - $50,000 None (or less than $201)
Dominion Energy Inc (D) $15,001 - $50,000 $1,001 - $2,500
U.S. bank account #2 (cash) $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Battelle Memorial Institute 457(B) Defined Contribution Plan Pittsburgh, Pennsylvania I need 5 years of employment with Battelle to qualify for this defined contribution, retirement plan. At present, I have 3 years and 3 months and will not have sufficient employment time to receive this retirement benefit. I will forfeit any amount invested. The plan sponsor will not make further contributions after my separation. May 16, 2014
CONSOL Energy Inc. Canonsburg, Pennsylvania I have vested stock options from my prior employer. I have vested restricted stock from my prior employer. Dec. 16, 2002
Dominion Energy (previously Consolidated Natural Gas) Pittsburgh, Pennsylvania I will continue to participate in this defined benefit plan. The plan sponsor has not made further contributions after my separation. Sept. 16, 1986
CONSOL Energy, Inc. Canonsburg, Pennsylvania I will continue to participate in this defined benefit plan. The plan sponsor will not make further contributions after my separation. Dec. 16, 2002
Battelle Memorial Institute Pittsburgh, Pennsylvania I will not qualify to receive benefits for this defined benefit plan and will forfeit all amounts invested. May 16, 2014
CONSOL Energy Inc. Canonsburg, Pennsylvania I will continue to participate in the CONSOL's Defined Contribution Restoration Plan payable in equal monthly payments over 20 years. Jan. 16, 2012
CONSOL Energy Inc. 401(k) Canonsburg, Pennsylvania I will continue to participate in the CONSOL Energy, Inc. 401(k) plan. The plan sponsor has not made further contributions after my separation. Dec. 16, 2002

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Wells Fargo Mortgage on Personal Residence $50,001 - $100,000 4.125 2001

Spouse's Employment Assets

Description Value Income Type Income Amount
University of Pittsburgh Medical Center (Pittsburgh, PA) salary, bonus
University of Pittsburgh Medical Center 401(k)
Vanguard Money Market Account $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Treasury $1,001 - $15,000 None (or less than $201)
Vanguard Total Bond Market Index Admiral Shares $1,001 - $15,000 None (or less than $201)
Vanguard Institutional Index $1,001 - $15,000 None (or less than $201)
Vanguard Total International Stock ETF $1,001 - $15,000 None (or less than $201)
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares (VITWX) $1,001 - $15,000 None (or less than $201)
Vanguard Extended Market ETF (VXF) $1,001 - $15,000 None (or less than $201)

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

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