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Thomas Patrick McCaffery

Defense (joined: Aug. 23, 2017)

Principal Deputy Assistant Secretary of Defense (Health Affairs) | $179,700 | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Fidelity 401k: Blue Shield of California None (or less than $1,001) None (or less than $201)
TRP Retirement 2030 $50,001 - $100,000 None (or less than $201)
ABF Large Cap Val Inst $15,001 - $50,000 None (or less than $201)
FID US Eq Indx CL 2 $15,001 - $50,000 None (or less than $201)
TRP Growth Stock $15,001 - $50,000 None (or less than $201)
AMG TS Mid CP GTH IS $15,001 - $50,000 None (or less than $201)
Artisan Mid Cap Val $15,001 - $50,000 None (or less than $201)
SEP IRA tied to self-employed consulting business $1,001 - $15,000 None (or less than $201)
Blue Cross Blue Shield Pension Plan $100,001 - $250,000 None (or less than $201)
Blue Shield of California pension plan payout $220000
Blue Shield of California Salary And Bonus $346000
Blue Shield of California Severance Payment $409000
Leavitt Partners (work as self-employed consultant $63000

Other Income/Assets

Description Value Income
Residential home, Nashville, TN $250,001 - $500,000 $5,001 - $15,000
NNN Ashley Overlook - 1.946% ownership in a commercia l building in Charleston, SC $100,001 - $250,000 None (or less than $201)
Franklin Templeton Income Fund Class A $50,001 - $100,000 None (or less than $201)
Tract of undeveloped land in Kingvale, CA $50,001 - $100,000 None (or less than $201)
Checking, Savings, and Money Market Accounts with Gol den 1 Credit Union $100,001 - $250,000 $201 - $1,000
Life Insurance Benefit/Investment Vehicle with Penn M utual Life Insurance Co. $50,001 - $100,000 None (or less than $201)
IRA with LPL Investments None (or less than $1,001) None (or less than $201)
American Express Centurion $1,001 - $15,000 None (or less than $201)
Allianzgi Technology CL C $15,001 - $50,000 None (or less than $201)
Investment Company of America $15,001 - $50,000 None (or less than $201)
Lord Abbett Floating Rate CL C $1,001 - $15,000 None (or less than $201)
Inherited IRA with LPL Investments None (or less than $1,001) None (or less than $201)
HSBC Bank USA National Association $1,001 - $15,000 None (or less than $201)
Blackrock Strategic Income OPPTYS $15,001 - $50,000 None (or less than $201)
Growth Fund of America $1,001 - $15,000 None (or less than $201)
Rollover IRA with Lincoln Financial Group None (or less than $1,001) None (or less than $201)
Delaware VIP Smid Cap Core $15,001 - $50,000 None (or less than $201)
Delaware Value $15,001 - $50,000 None (or less than $201)
Fidelity Contrafund $15,001 - $50,000 None (or less than $201)
Investment Account with LPL Investments None (or less than $1,001) None (or less than $201)
American Express Co $15,001 - $50,000 None (or less than $201)
Ameriprise Financial $1,001 - $15,000 $201 - $1,000
American Express Centurion $15,001 - $50,000 $201 - $1,000
Blackhawk network holdings $1,001 - $15,000 None (or less than $201)
Chemours Company $1,001 - $15,000 None (or less than $201)
Comcast Corp CL A New $1,001 - $15,000 None (or less than $201)
Dowdupont Inc $1,001 - $15,000 None (or less than $201)
Exxon Mobil $15,001 - $50,000 $201 - $1,000
Ford motor co $1,001 - $15,000 None (or less than $201)
US Silica Holdings Inc $1,001 - $15,000 None (or less than $201)
Unilever $15,001 - $50,000 $1,001 - $2,500
3M Company $1,001 - $15,000 $201 - $1,000
Artisan Mid Cap Value Advisor $15,001 - $50,000 None (or less than $201)
Baron Asset Instl CL $15,001 - $50,000 None (or less than $201)
Dodge and Cox Stock $15,001 - $50,000 None (or less than $201)
First Trust Financials Alphadex ETF $15,001 - $50,000 None (or less than $201)
Goldman Sachs US Equity $50,001 - $100,000 None (or less than $201)
Growth Fund of America CL F2 $15,001 - $50,000 None (or less than $201)
Harbor Cap Apprec Instl CL $15,001 - $50,000 None (or less than $201)
JP Morgan US Large Cap Core Plus CL $50,001 - $100,000 None (or less than $201)
JP Morgan Growth Advantage $50,001 - $100,000 None (or less than $201)
JP Morgan Strategic Income Opptys CL $50,001 - $100,000 $1,001 - $2,500
Lord Abbett Floating Rate CL $1,001 - $15,000 None (or less than $201)
Lord Abbett Short Duration $50,001 - $100,000 None (or less than $201)
T Rowe Price Dividend Growth $15,001 - $50,000 None (or less than $201)
EZ 8 Motels Inc, San Diego, CA $1,001 - $15,000 $1,001 - $2,500
Kestra Investment Account None (or less than $1,001) None (or less than $201)
Chevron Corporation $15,001 - $50,000 $1,001 - $2,500
DFA International Core Equity $1,001 - $15,000 None (or less than $201)
DFA US Large Co Portfolio $1,001 - $15,000 None (or less than $201)
Oppenheimer Rochester LMTD Term CA Muni $1,001 - $15,000 None (or less than $201)
vanguard short term bond index $1,001 - $15,000 None (or less than $201)
Rollover IRA with Kestra Investment Services None (or less than $1,001) None (or less than $201)
American Amcap Fund $1,001 - $15,000 None (or less than $201)
Blackrock Mulit-Asset Income Instl $1,001 - $15,000 None (or less than $201)
DFA International Core Equity $1,001 - $15,000 None (or less than $201)
DFA Real Estate Sec PRTF Instl $1,001 - $15,000 None (or less than $201)
Dreyfus International Bond Fund $1,001 - $15,000 None (or less than $201)
Fidelity Advisor Small Cap Value CL $1,001 - $15,000 None (or less than $201)
Janus Henderson JAENX $1,001 - $15,000 None (or less than $201)
JANUS Henderson JAFIX $1,001 - $15,000 None (or less than $201)
Janus Henderson JAVTX $1,001 - $15,000 None (or less than $201)
Invesco Diversified Dividend Investor $1,001 - $15,000 None (or less than $201)
MFS International Value FD CL $1,001 - $15,000 None (or less than $201)
Metropolitan West TOT Return Bond CLM $1,001 - $15,000 None (or less than $201)
Oppenheimer Dev Markets Class A $1,001 - $15,000 None (or less than $201)
Openheimer International Growth Class A $1,001 - $15,000 None (or less than $201)
Oppenheimer Senior Floating Rate $1,001 - $15,000 None (or less than $201)
T Rowe Price Value Fund Advisor $1,001 - $15,000 None (or less than $201)
Prime Cap Odyssey Growth Fund $1,001 - $15,000 None (or less than $201)
PIMCO Income Fund CL D $1,001 - $15,000 None (or less than $201)
PIMCO Real Return Class D $1,001 - $15,000 None (or less than $201)
Oppenheimer Fund Alternatives CL Y $1,001 - $15,000 None (or less than $201)
Deutsche Select Alt Allocations FD S $1,001 - $15,000 None (or less than $201)
Templeton Global Bond Class A $1,001 - $15,000 None (or less than $201)
Vanguard Short Term Bond Index Admiral $1,001 - $15,000 None (or less than $201)
Victory Sycamore Established Value A $1,001 - $15,000 None (or less than $201)
SEP IRA with Kestra Investment Services None (or less than $1,001) None (or less than $201)
Bank of China/Goldman Sachs Bank $1,001 - $15,000 None (or less than $201)
Roth IRA with Kestra Investment Services None (or less than $1,001) None (or less than $201)
Schwab Market Trade Growth Investor $1,001 - $15,000 None (or less than $201)
Beneficiary IRA with Kestra Investment Services None (or less than $1,001) None (or less than $201)
AC Alternatives Market Neutral Value Inst $1,001 - $15,000 None (or less than $201)
American Century CA International Term $1,001 - $15,000 None (or less than $201)
Blackrock Multi-Asset Income Inst $1,001 - $15,000 None (or less than $201)
BP Prudhoe Bay Rty Tr Unit Ben Inst $1,001 - $15,000 None (or less than $201)
Dimensional Fund Advisors Emerging Markets Core Equit y Portfolio $1,001 - $15,000 None (or less than $201)
Dimensional Fund Advisors International Core Equity P ortfolio Inst $15,001 - $50,000 None (or less than $201)
Dimensional Large Cap International $50,001 - $100,000 None (or less than $201)
Dimensional Fund Advisors Real Estate Securities Port folio $15,001 - $50,000 None (or less than $201)
Dimensional Fund Advisors US Large Company Portfolio $15,001 - $50,000 None (or less than $201)
MFS Global Alternative Strategy Fund Class 1 $1,001 - $15,000 None (or less than $201)
Fidelity Advisor Small Cap Value Fund Class 1 $1,001 - $15,000 None (or less than $201)
Natixis Funds Trust II A8G Global Alternatives Fund C lass A $1,001 - $15,000 None (or less than $201)
Harbor Capital Appreciation Fund Investor Class $15,001 - $50,000 None (or less than $201)
Invesco International Small Company Fund Class Y $1,001 - $15,000 None (or less than $201)
Janus Henderson Enterprises Fund Class C $15,001 - $50,000 None (or less than $201)
Janus Henderson Flexible Bond Class T $15,001 - $50,000 None (or less than $201)
Janus Henderson Venture Fund Class T $1,001 - $15,000 None (or less than $201)
Metropolitan West Total Return Bond Fund Class M $15,001 - $50,000 None (or less than $201)
Oppenheimer International Growth Fund Class A $1,001 - $15,000 None (or less than $201)
PIMCO Income Fund Class D $15,001 - $50,000 None (or less than $201)
PIMCO Real Return Fund Class D $1,001 - $15,000 None (or less than $201)
Templeton Global Bond Fund Class A $1,001 - $15,000 None (or less than $201)
Vanguard Short-Term Bond Index Fund Admiral Shares $15,001 - $50,000 None (or less than $201)
Victory Sycamore Established Value Fund Class A $15,001 - $50,000 None (or less than $201)
Wells Fargo International Tax/AMT-Free Fund $1,001 - $15,000 None (or less than $201)
HomeZada Company, Sacramento, CA $15,001 - $50,000 None (or less than $201)
Hawk's Provisions Restaurant, Sacramento, CA $15,001 - $50,000 None (or less than $201)
Wildwood Restaurant, Sacramento, CA $50,001 - $100,000 None (or less than $201)
annual distribution from inherited beneficiary IRA
annual distribution from inherited beneficiary IRA $950

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
blue shield of California san francisco, CA, USA Continuing participation in Employee Benefit Plan: C ontinued enrollment in a pension plan managed by the Blue Cross Blue Shield Association; benefit paid out upon selected retirement age May 16, 2007
Blue Shield of California San Francisco, CA, USA Severance: Received lump sum payment in 2016 May 16, 2016
CalPERS Sacramento, CA, USA Continuing participation in Employee Benefit Plan: P articipation in California Public Employee/Retirement System pension program; benefit to be paid out at ti me of selected "retirement" Sept. 16, 1991

Spouse's Employment Assets

Description Value Income Type Income Amount
Spouse's income as self-employed consultant Income from personal services

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

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