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.
Thomas E. Price departed Sept. 29, 2017
Health and Human Services (joined: Feb. 10, 2017)
Secretary of Health and Human Services | $153,800-$210,700 | Financial Disclosure »
Bio, via Biographical Directory of the United States Congress:
PRICE, Tom, a Representative from Georgia; born in Lansing, Ingham County, Mich., October 8, 1954; graduated from Dearborn High School, Dearborn, Mich., 1972; A.B., University of Michigan, Ann Arbor, Mich., 1976; M.D., University of Michigan, Ann Arbor, Mich., 1979; physician; member of the Georgia state senate, 1997-2004; elected as a Republican to the One Hundred Ninth and to the six succeeding Congresses (January 3, 2005-February 10, 2017); chairman, Committee on Budget (One Hundred Fourteenth Congress); Secretary of Health and Human Services in the Cabinet of President Donald J. Trump, 2017.
Former Positions Outside Government
- American Medical Association Delegate
- Chattahoochee Associates LP Managing and Limited Partner
Employment Assets
| Description | Value | Income |
|---|---|---|
| Chattahoochee Associates LP | $100,001 - $250,000 | None (or less than $201) |
| Medical Office Building - Roswell, GA | ||
| Thomas Price Fidelity IRA | ||
| BlackRock Strategic Income Opportunities Institutional Shares (BSIIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Brandes Intl Small Cap Equity I (BISMX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Calamos Convertible I (CICVX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Cohen & Steers Realty Instl (CSRIX) | $15,001 - $50,000 | $5,001 - $15,000 |
| Credit Suisse Commodity Return Strategy I (CRSOX) | $50,001 - $100,000 | None (or less than $201) |
| Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) |
| Fidelity Advisor Diversified Intl Instl (FDVIX) | $15,001 - $50,000 | None (or less than $201) |
| First Eagle Overseas I (SGOIX) | $50,001 - $100,000 | $201 - $1,000 |
| Goldman Sachs Strategic Income Instl (GSZIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| iShares Russell 2000 Growth (IWO) | $1,001 - $15,000 | $1,001 - $2,500 |
| iShares Russell 2000 Value Index (IWN) | $15,001 - $50,000 | $2,501 - $5,000 |
| JPMorgan Research Market Neutral Instl (JPMNX) | $15,001 - $50,000 | None (or less than $201) |
| Merger Fund Instl (MERIX) | $15,001 - $50,000 | $201 - $1,000 |
| MFS Value I (MEIIX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Miller Convertible Bond Fund Class I (MCIFX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Oppenheimer Developing Markets I (ODVIX) | $50,001 - $100,000 | $201 - $1,000 |
| PIMCO Low Duration Instl (PTLDX) | $1,001 - $15,000 | None (or less than $201) |
| RiverPark Wedgewood Instl (RWGIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard REIT Index ETF (VNQ) | $1,001 - $15,000 | $2,501 - $5,000 |
| Vanguard Global ex-US Real Estate Index (VNQI) | $50,001 - $100,000 | $2,501 - $5,000 |
| Vanguard Growth ETF (VUG) | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard Value (VTV) | $50,001 - $100,000 | $5,001 - $15,000 |
| Victory Global Natural Resources Y (RSNYX) | $1,001 - $15,000 | None (or less than $201) |
| Victory RS Select Growth Y (RSSYX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Westcore Plus Bond Instl (WIIBX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Westcore SmallCap Value Instl (WISVX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Wells Fargo Absolute Return Instl (WABIX) | $100,001 - $250,000 | $1,001 - $2,500 |
| WisdomTree Emerging Mkts Small Cap Div (DGS) | $50,001 - $100,000 | $2,501 - $5,000 |
| MFS Value Class A | None (or less than $1,001) | $2,501 - $5,000 |
| Wells Fargo Short Duration Government Bond Fund - Admin | None (or less than $1,001) | $201 - $1,000 |
| Emory University Cash Balance Pension Plan | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. Bank Account #1 (Cash) | $100,001 - $250,000 | $201 - $1,000 |
| BB&T Stock | $1,001 - $15,000 | $1,001 - $2,500 |
| U.S. Bank Account #2 (Cash) | $50,001 - $100,000 | None (or less than $201) |
| Public Storage Stock | $50,001 - $100,000 | $2,501 - $5,000 |
| U.S. Bank Account #3 (Cash) | $100,001 - $250,000 | None (or less than $201) |
| Residential real estate, Washington, DC | $250,001 - $500,000 | $15,001 - $50,000 |
| Undeveloped land, St. Simons, GA | Over $1,000,000 | None (or less than $201) |
| Residential real estate, Nashville, TN | $100,001 - $250,000 | $5,001 - $15,000 |
| U.S. Bank Account #4 (Cash) | $100,001 - $250,000 | $201 - $1,000 |
| Wells Fargo Joint Brokerage Account #1 | ||
| Wells Fargo Ultra Short-Term Income Fund - Class A (SADAX) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| Wells Fargo Bank Deposit Account | $1,001 - $15,000 | None (or less than $201) |
| Campbell Fund Trust Unit Series A | $50,001 - $100,000 | None (or less than $201) |
| Wells Fargo Joint Brokerage Account #2 | ||
| Wells Fargo Bank Deposit Account | $1,001 - $15,000 | None (or less than $201) |
| First Trust Large Cap Core AlphaDEX Fund (FEX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Guggenheim S&P 500 Equal Weight ETF (RSP) | None (or less than $1,001) | $5,001 - $15,000 |
| Guggenheim Enhanced Short Duration ETF | $1,001 - $15,000 | $1,001 - $2,500 |
| iShares US Real Estate ETF | None (or less than $1,001) | $5,001 - $15,000 |
| iShares Core S&P Total US Stock Market ETF | $15,001 - $50,000 | $5,001 - $15,000 |
| iShares Core S&P 500 ETF | $15,001 - $50,000 | $2,501 - $5,000 |
| iShares Core US Aggregate Bond ETF | $1,001 - $15,000 | $201 - $1,000 |
| iShares MSCI EAFE Index | None (or less than $1,001) | $5,001 - $15,000 |
| iShares MSCI Minimum Volatility USA ETF | $15,001 - $50,000 | $1,001 - $2,500 |
| iShares Short Maturity Bond ETF | None (or less than $1,001) | $2,501 - $5,000 |
| Powershares QQQ Trust Series 1 ETF | $1,001 - $15,000 | $5,001 - $15,000 |
| SPDR Bloomberg Barclays Short Term High Yield Bond ETF | $1,001 - $15,000 | $1,001 - $2,500 |
| SPDR Blackstone/GSO Senior Loan ETF | $1,001 - $15,000 | $201 - $1,000 |
| SPDR S&P Midcap 400 Trust Series N ETF | None (or less than $1,001) | $5,001 - $15,000 |
| Guggenheim CurrencyShares Euro Trust Fund (FXE) | $1,001 - $15,000 | None (or less than $201) |
| iShares iBoxx High Yield Corporate Bond ETF | $1,001 - $15,000 | None (or less than $201) |
| iShares MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) |
| JPMorgan Diversified Return Intl Eq ETF | $1,001 - $15,000 | None (or less than $201) |
| PowerShares DB Agriculture Fund | None (or less than $1,001) | $5,001 - $15,000 |
| PowerShares DB Base Metals Funds (DBB) | $1,001 - $15,000 | $201 - $1,000 |
| WisdomTree Bloomberg USD Bullish Fund | $1,001 - $15,000 | $201 - $1,000 |
| U.S. Bank Account #5 (Cash) | $100,001 - $250,000 | None (or less than $201) |
| Fidelity Individual Brokerage Account | ||
| Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) |
| iShares Russell 1000 Growth (IWF) | $15,001 - $50,000 | $2,501 - $5,000 |
| iShares Russell 1000 Value (IWD) | $50,001 - $100,000 | $15,001 - $50,000 |
| Merger Fund Inst (MERIX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard REIT Index ETF (VNQ) | $1,001 - $15,000 | $201 - $1,000 |
| Victory Global Natural Resources Y (RSNYX) | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Market Neutral Instl (JPMNX) | $1,001 - $15,000 | None (or less than $201) |
| Cohen & Steers Realty Inst (CSRIX) | $1,001 - $15,000 | $1,001 - $2,500 |
| MFS Value I (MEI) | $15,001 - $50,000 | $2,501 - $5,000 |
| Brandes Intl Small Cap Equity S | None (or less than $1,001) | $201 - $1,000 |
| RiverPark Wedgewood Retail | None (or less than $1,001) | $201 - $1,000 |
| Vanguard FTSE Developed Markets (VEA) | None (or less than $1,001) | $1,001 - $2,500 |
| Morgan Stanley Brokerage Account | ||
| Affiliated Mgrs Group Inc (AMG) | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc (AAPL) | $15,001 - $50,000 | $5,001 - $15,000 |
| Calpine Corp New (CPN) | $1,001 - $15,000 | None (or less than $201) |
| CBRE Group Inc. (CBG) | $1,001 - $15,000 | $201 - $1,000 |
| Crown Castle Intl Corp New Com (CCI) | $1,001 - $15,000 | None (or less than $201) |
| ARRIS International, plc (ARRS) | $1,001 - $15,000 | $201 - $1,000 |
| Honeywell International (HON) | $1,001 - $15,000 | $1,001 - $2,500 |
| Jazz Pharmaceuticals PLC (JAZZ) | $1,001 - $15,000 | None (or less than $201) |
| JPMorgan Chase & Co (JPM) | $15,001 - $50,000 | $5,001 - $15,000 |
| Signet Jewelers Limited (SIG) | $1,001 - $15,000 | $201 - $1,000 |
| Starbucks Corp Washington (SBUX) | $1,001 - $15,000 | $201 - $1,000 |
| AETNA INC (AET) | $1,001 - $15,000 | $1,001 - $2,500 |
| ALPHABET INC CLASS A (GOOGL) | $1,001 - $15,000 | $201 - $1,000 |
| AMGEN INC (AMGN) | $1,001 - $15,000 | None (or less than $201) |
| ATHENA HEALTH INC (ATHN) | $1,001 - $15,000 | None (or less than $201) |
| BANK OF AMERICA CORP (BAC) | $1,001 - $15,000 | None (or less than $201) |
| BIOGEN INC (BIIB) | $1,001 - $15,000 | $201 - $1,000 |
| BLACKROCK INC (BLK) | $1,001 - $15,000 | $201 - $1,000 |
| BOEING CO (BA) | $1,001 - $15,000 | $201 - $1,000 |
| BRISTOL MYERS SQUIBB CO (BMY) | $1,001 - $15,000 | None (or less than $201) |
| AMERICAN TOWER REIT (AMT) | $1,001 - $15,000 | None (or less than $201) |
| CBS CORP CLASS B SHARES (CBS) | $1,001 - $15,000 | $201 - $1,000 |
| CVS HEALTH CORP (CVS) | $1,001 - $15,000 | None (or less than $201) |
| CAPITAL ONE FINANCIAL CORP (COF) | $1,001 - $15,000 | $1,001 - $2,500 |
| COGNIZANT TECH SOLUTIONS CLASS A (CTSH) | $1,001 - $15,000 | None (or less than $201) |
| DELTA AIR LINES INC (DAL) | $1,001 - $15,000 | $201 - $1,000 |
| DISCOVER FINANCIAL SERVICES (DFS) | $1,001 - $15,000 | $2,501 - $5,000 |
| FIFTH THIRD BANCORP (FITB) | $1,001 - $15,000 | $1,001 - $2,500 |
| GOLDMAN SACHS GROUP INC (GS) | $1,001 - $15,000 | $2,501 - $5,000 |
| HP INC (HPQ) | $1,001 - $15,000 | $1,001 - $2,500 |
| KANSAS CITY SOUTHERN INDUSTRIES (KSU) | $1,001 - $15,000 | None (or less than $201) |
| L BRANDS INC (LB) | $1,001 - $15,000 | None (or less than $201) |
| LEARCORP (LEA) | $1,001 - $15,000 | $201 - $1,000 |
| ELI LILLY & CO (LLY) | $1,001 - $15,000 | None (or less than $201) |
| LOWES COMPANIES INC (LOW) | $1,001 - $15,000 | $201 - $1,000 |
| MASTERCARD INC CLASS A (MA) | $1,001 - $15,000 | $1,001 - $2,500 |
| MCKESSON CORPORATION (MCK) | $1,001 - $15,000 | None (or less than $201) |
| NEXTERA ENERGY INC (NEE) | $1,001 - $15,000 | None (or less than $201) |
| NIKE INC CLASS B (NKE) | $1,001 - $15,000 | None (or less than $201) |
| NORTHRUP GRUMAN (NOC) | $1,001 - $15,000 | $1,001 - $2,500 |
| PG&E CORPORATION (PCG) | $1,001 - $15,000 | None (or less than $201) |
| PFIZER INC (PFE) | $1,001 - $15,000 | None (or less than $201) |
| ROSS STORES INC (ROST) | $1,001 - $15,000 | $1,001 - $2,500 |
| SEMPRA ENERGY (SRE) | $1,001 - $15,000 | None (or less than $201) |
| SYNCHRONY FINANCIAL (SYF) | $1,001 - $15,000 | $2,501 - $5,000 |
| UNITED TECHNOLOGIES CORP (UTX) | $1,001 - $15,000 | $201 - $1,000 |
| VANTIV INC CLASS A (VNTV) | $1,001 - $15,000 | $201 - $1,000 |
| VERIZON COMMUNICATIONS (VZ) | $1,001 - $15,000 | None (or less than $201) |
| WHITEWAVE FOODS CORP CLASS A (WWAV) | $1,001 - $15,000 | $1,001 - $2,500 |
| XEROX CORP (XRX) | $1,001 - $15,000 | None (or less than $201) |
| ZIMMER BIOMET HOLDINGS INC (ZBH) | $1,001 - $15,000 | None (or less than $201) |
| LYONDELL BASELL INDUSTRIES CLASS A (LYB) | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES S&P 500 HIGH QUALITY (SPHQ) | $1,001 - $15,000 | $201 - $1,000 |
| Morgan Stanley Bank Deposit Account | $1,001 - $15,000 | None (or less than $201) |
| AMAZON COM INC | $1,001 - $15,000 | $2,501 - $5,000 |
| DANAHER CORPORATION | None (or less than $1,001) | $1,001 - $2,500 |
| ENERSYS | None (or less than $1,001) | $201 - $1,000 |
| FACEBOOK INC CLASS A | None (or less than $1,001) | $2,501 - $5,000 |
| FOOT LOCKER INC | None (or less than $1,001) | $1,001 - $2,500 |
| Guggenheim S&P 500 Equal Weight ETF | None (or less than $1,001) | $201 - $1,000 |
| iShares S&P 500 Growth ETF | None (or less than $1,001) | $201 - $1,000 |
| Qihoo 360 Tech Ltd Ads | None (or less than $1,001) | $2,501 - $5,000 |
| UNION PACIFIC CORP | None (or less than $1,001) | $201 - $1,000 |
| THERMO FISHER SCIENTIFIC | None (or less than $1,001) | $201 - $1,000 |
| UNITED RENTALS INC | None (or less than $1,001) | $201 - $1,000 |
| VISA INC CLASS A | None (or less than $1,001) | $2,501 - $5,000 |
| XL GROUP PLC | None (or less than $1,001) | $201 - $1,000 |
| Visteon Corp (VC) | None (or less than $1,001) | $1,001 - $2,500 |
| Morgan Stanley Brokerage Account #2 | ||
| Innate Immunotherapeutics Ltd. (INNMF) | $15,001 - $50,000 | $50,001 - $100,000 |
| Fidelity Joint Brokerage Account #1 | ||
| Brandes Intl Small Cap Equity I (BISMX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) |
| iShares Russell 1000 Growth (IWF) | $15,001 - $50,000 | $1,001 - $2,500 |
| iShares Russell 1000 Value (IWD) | $100,001 - $250,000 | $15,001 - $50,000 |
| iShares Russell 2000 Growth (IWO) | $15,001 - $50,000 | $5,001 - $15,000 |
| iShares Russell 2000 Value Index (IWN) | $50,001 - $100,000 | $1,001 - $2,500 |
| Lord Abbett Intermediate Tax-Free I (LAIIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Merger Fund Instl (MERIX) | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard REIT Index ETF (VNQ) | $15,001 - $50,000 | $1,001 - $2,500 |
| iShares Core MSCI EAFE ETF (IEFA) | $100,001 - $250,000 | $2,501 - $5,000 |
| Victory Global Natural Resources Y (RSNYX) | $50,001 - $100,000 | $15,001 - $50,000 |
| Victory RS Select Growth Y (RSSYX) | $50,001 - $100,000 | None (or less than $201) |
| First Eagle Overseas I (SGOIX) | $50,001 - $100,000 | $201 - $1,000 |
| Westcore SmallCap Value Inst. (WISVX) | $100,001 - $250,000 | $15,001 - $50,000 |
| RiverPark Wedgewood Inst (RWGIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Cohen & Steers Realty Inst (CSRIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| MFS Value I (MEIIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| Oppenheimer Developing Markets I (ODVIX) | $50,001 - $100,000 | $201 - $1,000 |
| Credit Suisse Commodity Return Strategy I (CRSOX) | $50,001 - $100,000 | None (or less than $201) |
| Fidelity Advisor Diversified Intl Instl (FDVIX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Home Depot Inc. Stock (HD) | $1,001 - $15,000 | $201 - $1,000 |
| Wells Fargo Absolute Return Instl (WABIX) | $15,001 - $50,000 | $201 - $1,000 |
| Pear Tree Polaris Foreign Value (QFVOX) | None (or less than $1,001) | $201 - $1,000 |
| Brandes Intl Small Cap Equity S (BISAX) | None (or less than $1,001) | $1,001 - $2,500 |
| iPath Dow Jones-UBS Commodity Index Total Return ETN (DJP) | None (or less than $1,001) | $1,001 - $2,500 |
| Vanguard FTSE Developed Markets (VEA) | None (or less than $1,001) | $2,501 - $5,000 |
| iShares S&P 500 Value (IVE) | None (or less than $1,001) | $5,001 - $15,000 |
| Fidelity Joint Brokerage Account #2 | ||
| Fidelity Cash Fund | $1,001 - $15,000 | None (or less than $201) |
| Arch Capital Group Ltd. Stock (ACGL) | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Annuity #1 (Variable) | ||
| American Century VP Inflation Protection Fund (AIPTX) | $50,001 - $100,000 | $201 - $1,000 |
| Franklin Small Cap Value C2 | $15,001 - $50,000 | $201 - $1,000 |
| Invesco VI Small Cap Equity | $1,001 - $15,000 | None (or less than $201) |
| IVY VIP High Income Fund | $15,001 - $50,000 | $201 - $1,000 |
| Ivy VIP International Core Equity | $50,001 - $100,000 | $201 - $1,000 |
| Janus Aspen Perkins Mid Cap Value | $15,001 - $50,000 | $201 - $1,000 |
| Janus Aspen Overseas | $15,001 - $50,000 | $1,001 - $2,500 |
| Morgan Stanley UIF Emerging Markets Equity | $1,001 - $15,000 | $201 - $1,000 |
| Securian Funds Trust - SFT Ivy Growth | $50,001 - $100,000 | $2,501 - $5,000 |
| Securian Funds Trust - SFT T. Rowe Price Value | $100,001 - $250,000 | $1,001 - $2,500 |
| Securian Funds Trust - SFT Advantus Bond C2 | $100,001 - $250,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Index 400 Midcap | $15,001 - $50,000 | $201 - $1,000 |
| Securian Funds Trust - SFT Advantus International Bond C2 | $15,001 - $50,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Money Market | $1,001 - $15,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Mortgage Securities C2 | $15,001 - $50,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Real Estate Securities C2 | $15,001 - $50,000 | None (or less than $201) |
| Fidelity Annuity #2 (Variable) | ||
| American Century VP Inflation Protection Fund (AIPTX) | $50,001 - $100,000 | None (or less than $201) |
| Franklin Small Cap Value C2 | $15,001 - $50,000 | $1,001 - $2,500 |
| Invesco VI Small Cap Equity | $15,001 - $50,000 | $201 - $1,000 |
| IVY VIP High Income Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| Ivy VIP International Core Equity | $50,001 - $100,000 | $5,001 - $15,000 |
| Janus Aspen Perkins Mid Cap Value | $15,001 - $50,000 | None (or less than $201) |
| Janus Aspen Overseas | $15,001 - $50,000 | $5,001 - $15,000 |
| Morgan Stanley UIF Emerging Markets Equity | $1,001 - $15,000 | $1,001 - $2,500 |
| Securian Funds Trust - SFT Ivy Growth | $50,001 - $100,000 | None (or less than $201) |
| Securian Funds Trust - SFT T. Rowe Price Value | $100,001 - $250,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Bond C2 | $100,001 - $250,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus International Bond C2 | $15,001 - $50,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Money Market | $1,001 - $15,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Mortgage Securities C2 | $15,001 - $50,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Real Estate Securities C2 | $15,001 - $50,000 | None (or less than $201) |
| Minnesota Life Insurance Indexed Universal Life Insurance Policy #1 | ||
| Index A S&P 500 100% Participation | $100,001 - $250,000 | None (or less than $201) |
| Minnesota Life Insurance Policy Indexed Universal Life Insurance Policy #2 | None (or less than $201) | |
| Index B S&P 500 140% Participation | $100,001 - $250,000 | None (or less than $201) |
| IUL Cash Value Fixed Account A | $1,001 - $15,000 | None (or less than $201) |
| Nebraska Educational Savings Trust Advisor 529 Plan | ||
| State Street S&P 500 Index | $15,001 - $50,000 | $1,001 - $2,500 |
| Vanguard Extended Market Index (VEMPX) | $1,001 - $15,000 | $201 - $1,000 |
| Vanguard REIT Index (VGSNX) | $1,001 - $15,000 | None (or less than $201) |
| State Street MSCI ACWI ex USA Index | $1,001 - $15,000 | None (or less than $201) |
| DFA World Ex US Government Fixed Income (DWFIX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Bond Market Index (VBMPX) | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Short Term Bond Index (VBIPX) | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Financial Square Government Money Market (FGTXX) | $1,001 - $15,000 | $1,001 - $2,500 |
| Nebraska Educational Savings Trust Advisor 529 Plan #2 | ||
| State Street S&P 500 Index | $1,001 - $15,000 | $201 - $1,000 |
| State Street MSCI ACWI ex USA Index | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Bond Market Index (VBMPX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Short Term Bond Index (VBIPX) | $1,001 - $15,000 | None (or less than $201) |
| Minnesota Life Insurance Variable Life Insurance Policy | ||
| Ivy VIP Global Growth | $1,001 - $15,000 | None (or less than $201) |
| Ivy VIP Intl Core Equity | $1,001 - $15,000 | None (or less than $201) |
| Ivy VIP Small Cap Value | $1,001 - $15,000 | $201 - $1,000 |
| Janus Aspen Forty | $1,001 - $15,000 | $201 - $1,000 |
| Securian Funds Trust - SFT Advantus Bond C2 | $1,001 - $15,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Govt Money Market | $15,001 - $50,000 | None (or less than $201) |
| Securian Funds Trust - SFT Advantus Mortgage Sec C2 | $1,001 - $15,000 | None (or less than $201) |
| Securian Funds Trust - SFT Ivy Small Cap Growth Fund | $1,001 - $15,000 | $201 - $1,000 |
| Securian Funds Trust - SFT T. Rowe Price Value Fund | $1,001 - $15,000 | $201 - $1,000 |
| Templeton Developing Markets VIP | $1,001 - $15,000 | None (or less than $201) |
| Carolina Properties, Ltd. | $50,001 - $100,000 | $2,501 - $5,000 |
| Apartment Buildings - Wytheville, VA, Oxford & Edenton, NC, and Hartsville & Newbury, SC | ||
| Diagnostic Ventures of Roswell, LLC | $1,000,001 - $5,000,000 | $132,716 |
| Medical Office Building - Roswell, GA | ||
| RMC3, LLC | $250,001 - $500,000 | $26,367 |
| Diagnostic Ventures of Roswell, LLC | ||
| Medical Office Building - Roswell, GA |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Emory University | Atlanta, Georgia | Continued participation in cash balance pension plan. No further contributions by employer or filer. | Aug. 16, 2002 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| State of Georgia | Salary | ||
| City of Roswell | Salary | ||
| Fidelity IRA | |||
| Fidelity Total Bond (FTBFX) | $1,001 - $15,000 | $201 - $1,000 | |
| Cohen & Steers Realty Instl (CSRIX) | $1,001 - $15,000 | $1,001 - $2,500 | |
| Credit Suisse Commodity Return Strategy I (CRSOX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Advisor Diversified Intl Instl (FDVIX) | $1,001 - $15,000 | None (or less than $201) | |
| First Eagle Overseas I (SGOIX) | $1,001 - $15,000 | None (or less than $201) | |
| JP Morgan Research Market Neutral Fund Class L (JPMNX) | $1,001 - $15,000 | None (or less than $201) | |
| Merger Fund Instl (MERIX) | $1,001 - $15,000 | None (or less than $201) | |
| MFS Value I (MEIIX) | $1,001 - $15,000 | None (or less than $201) | |
| Oppenheimer Developing Markets I (ODVIX) | $1,001 - $15,000 | None (or less than $201) | |
| Victory Global Natural Resources Y (RSNYX) | $1,001 - $15,000 | None (or less than $201) | |
| Victory RS Select Growth Y (RSSYX) | $1,001 - $15,000 | None (or less than $201) | |
| Westcore SmallCap Value Instl (WISVX) | $1,001 - $15,000 | $201 - $1,000 | |
| Wells Fargo Absolute Return Instl (WABIX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity IRA Rollover | |||
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) | $1,001 - $15,000 | $201 - $1,000 | |
| Credit Suisse Commodity Return Strategy I (CRSOX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Advisor Diversified Intl Instl (FDVIX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Total Bond (FTBFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
| First Eagle Overseas I (SGOIX) | $1,001 - $15,000 | None (or less than $201) | |
| Goldman Sachs Strategic Income Instl (GSZIX) | $1,001 - $15,000 | $201 - $1,000 | |
| JP Morgan Research Market Neutral Fund Class L (JPMNX) | $1,001 - $15,000 | None (or less than $201) | |
| Merger Fund Instl (MERIX) | $1,001 - $15,000 | None (or less than $201) | |
| MFS Value I (MEIIX) | $1,001 - $15,000 | $201 - $1,000 | |
| Oppenheimer Developing Markets I (ODVIX) | $1,001 - $15,000 | None (or less than $201) | |
| RiverPark Wedgewood Instl (RWGIX) | $1,001 - $15,000 | None (or less than $201) | |
| Victory RS Select Growth Y (RSSYX) | $1,001 - $15,000 | None (or less than $201) | |
| Vanguard Global ex-US Real Estate Index (VNQI) | $1,001 - $15,000 | $201 - $1,000 | |
| Westcore SmallCap Value Instl (WISVX) | $1,001 - $15,000 | $201 - $1,000 | |
| Westcore Plus Bond Instl (WIIBX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Cohen & Steers Realty (CSRSX) | None (or less than $1,001) | $201 - $1,000 | |
| Fidelity IRA SEP | |||
| BlackRock Strategic Income Instl (BSIIX) | $50,001 - $100,000 | $5,001 - $15,000 | |
| Brandes Intl Small Cap Equity I (BISMX) | $15,001 - $50,000 | None (or less than $201) | |
| Cohen & Steers Realty Instl (CSRIX) | $15,001 - $50,000 | $5,001 - $15,000 | |
| Credit Suisse Commodity Return Strategy I (CRSOX) | $15,001 - $50,000 | None (or less than $201) | |
| Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
| Fidelity Total Bond (FTBFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
| Fidelity Advisor Diversified Intl Instl (FDVIX) | $15,001 - $50,000 | None (or less than $201) | |
| First Eagle Overseas I (SGOIX) | $15,001 - $50,000 | $201 - $1,000 | |
| Goldman Sachs Strategic Income Instl (GSZIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
| iShares Russell 2000 Growth (IWO) | $1,001 - $15,000 | $1,001 - $2,500 | |
| iShares Russell 2000 Value Index (IWN) | $1,001 - $15,000 | $2,501 - $5,000 | |
| JP Morgan Market Neutral Instl (JPMNX) | $15,001 - $50,000 | None (or less than $201) | |
| Merger Fund Instl (MERIX) | $15,001 - $50,000 | $201 - $1,000 | |
| MFS Value I (MEIIX) | $50,001 - $100,000 | $5,001 - $15,000 | |
| Oppenheimer Developing Markets I (ODVIX) | $50,001 - $100,000 | $201 - $1,000 | |
| PIMCO Low Duration Instl (PTLDX) | $15,001 - $50,000 | $201 - $1,000 | |
| RiverPark Wedgewood Instl (RWGIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Vanguard Global ex-US Real Estate Index (VNQI) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Vanguard Growth (VUG) | $50,001 - $100,000 | $2,501 - $5,000 | |
| Vanguard REIT Index ETF (VNQ) | $1,001 - $15,000 | $2,501 - $5,000 | |
| Vanguard Value (VTV) | $50,001 - $100,000 | $5,001 - $15,000 | |
| Victory Global Natural Resources Y (RSNYX) | $1,001 - $15,000 | None (or less than $201) | |
| Victory RS Select Growth Y (RSSYX) | $1,001 - $15,000 | $1,001 - $2,500 | |
| Wells Fargo Adv Short Duration Govt Bond I (WSGIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
| Westcore Plus Bond Fund Instl (WIIBX) | $50,001 - $100,000 | $2,501 - $5,000 | |
| Westcore SmallCap Value Dividend Fund Instl (WISVX) | $15,001 - $50,000 | $2,501 - $5,000 | |
| WisdomTree Emerging Mkts Small Cap Divs (DGS) | $1,001 - $15,000 | $201 - $1,000 | |
| Wells Fargo Absolute Return Instl (WABIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
| Brandes Intl Small Cap Equity A (BISAX) | None (or less than $1,001) | $201 - $1,000 | |
| Goldman Sachs Strategic Income Fund Class A (GSZAX) | None (or less than $1,001) | $2,501 - $5,000 | |
| iShares Russell 1000 Growth (IWF) | None (or less than $1,001) | $1,001 - $2,500 | |
| iShares Russell 1000 Value (IWD) | None (or less than $1,001) | $1,001 - $2,500 | |
| Pear Tree Polaris Foreign Value (QFVOX) | None (or less than $1,001) | $201 - $1,000 | |
| Chattahoochee Associates LP | Management Fees |
Do you know something about Thomas E. Price? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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