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.
William B. Inglee departed June 10, 2017
State (joined: Feb. 10, 2017)
Senior Advisor, Office Of The Secretary | $161,900 | Financial Disclosure »
Former Positions Outside Government
- ISM Strategies LLC General Partner
Lobbied for
Employment Assets
| Description | Value | Income |
|---|---|---|
| Ameriprise Insured Money Market #1 | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Advisor Total Bond | $50,001 - $100,000 | $1,001 - $2,500 |
| Locorr Managed Futures Strategy | $15,001 - $50,000 | None (or less than $201) |
| Locorr Long Short Equity | $15,001 - $50,000 | None (or less than $201) |
| Catalyst Hedged Futures Strategy | $15,001 - $50,000 | None (or less than $201) |
| T Rowe Price Health Sciences | $100,001 - $250,000 | None (or less than $201) |
| Vanguard Energy Index Admiral | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Emerging Markets Stock Index Admiral | $15,001 - $50,000 | $1,001 - $2,500 |
| SEP IRA Ameriprise Insured Money Market #2 | None (or less than $1,001) | None (or less than $201) |
| SEP IRA John Hancock Bond | $15,001 - $50,000 | $201 - $1,000 |
| SEP IRA Clearbridge Tactical Dividend | $1,001 - $15,000 | $201 - $1,000 |
| SEP IRA Eventide Gilead | $1,001 - $15,000 | None (or less than $201) |
| SEP IRA Putnam Equity Income | $1,001 - $15,000 | None (or less than $201) |
| IRA Ameriprise Insured Money Market #4 | $1,001 - $15,000 | None (or less than $201) |
| IRA Fidelity Advisor Total Bond | $15,001 - $50,000 | $201 - $1,000 |
| IRA Franklin Strategic Income | $15,001 - $50,000 | $201 - $1,000 |
| IRA John Hancock Focused High Yield | $1,001 - $15,000 | $201 - $1,000 |
| IRA John Hancock Alternative Asset Alloc | $15,001 - $50,000 | $201 - $1,000 |
| IRA Lord Abbet Bond Debenture | $15,001 - $50,000 | $201 - $1,000 |
| IRA Eventide Gilead | $15,001 - $50,000 | None (or less than $201) |
| IRA Oppenheimer Cap Income | $1,001 - $15,000 | $201 - $1,000 |
| IRA Oppenheimer Intl Bond | $1,001 - $15,000 | $201 - $1,000 |
| IRA PIMCO Income | $15,001 - $50,000 | $1,001 - $2,500 |
| IRA Putnam Capital Spectrum | $15,001 - $50,000 | None (or less than $201) |
| IRA Putnam Absolute Return 500 | $15,001 - $50,000 | $1,001 - $2,500 |
| IRA Wells Fargo Absolute Return | $15,001 - $50,000 | None (or less than $201) |
| Lockheed Martin 401(K) | $500,001 - $1,000,000 | None (or less than $201) |
| LM 401(K) Stable Value Fund | $250,001 - $500,000 | None (or less than $201) |
| LM 401(K) US Equity Fund | $250,001 - $500,000 | None (or less than $201) |
| Inglee Sauer Moseley (401K) | $15,001 - $50,000 | None (or less than $201) |
| 401(K) MM S&P 500 Index R3 | $15,001 - $50,000 | None (or less than $201) |
| E-Trade Financial Stock | $15,001 - $50,000 | None (or less than $201) |
| Ford Motor Co Stock | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Corp stock | $1,001 - $15,000 | None (or less than $201) |
| Virginia Residential Property | $500,001 - $1,000,000 | None (or less than $201) |
| Florida second home property | $500,001 - $1,000,000 | None (or less than $201) |
| Maine vacation property | $250,001 - $500,000 | None (or less than $201) |
| Wright Patman Federal Credit Union | $50,001 - $100,000 | None (or less than $201) |
| Unimproved woodland property, Owls Head, NY | $15,001 - $50,000 | None (or less than $201) |
| Lockheed Martin Pension | $21224 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| ISM Strategies, LLC | Mt Vernon, VA, USA | Leave of absence during government service: On leave from ISM Strategies LLC. I am co-owner w two other s enior partners. Non-lobbying consulting firm | June 16, 2013 |
| Lockheed Martin | Bethesda, MD, USA | Continuing participation in Employee Benefit Plan: 4 01(K) & Pension | June 16, 2001 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| SouthWest VISA Chase Credit Card | Credit Card/Revolving Charge Account | $10,001 - $15,000 | 12.4% | 2016 |
| Toyota Financial | Loan | $10,001 - $15,000 | 0.0% | 2015 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| IRA Ameriprise Insured Money Market #3 | $1,001 - $15,000 | None (or less than $201) | |
| IRA CNL Healthcare Properties | $1,001 - $15,000 | None (or less than $201) | |
| IRA Industrial Property Trust CL | $1,001 - $15,000 | None (or less than $201) | |
| IRA Real Estate Investment Trusts | $15,001 - $50,000 | None (or less than $201) | |
| IRA Corporate Capital Trust INC | $15,001 - $50,000 | None (or less than $201) | |
| IRA FS Investment Corp III | $15,001 - $50,000 | None (or less than $201) | |
| IRA Ameriprise Insured Money Market #5 | None (or less than $1,001) | None (or less than $201) | |
| IRA American Beacon Bridgeway Large Cap Value | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| IRA American Beacon Holland Large Cap Growth | $15,001 - $50,000 | None (or less than $201) | |
| IRA American Century Diversified Bond | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| IRA Calvert Global Water | $1,001 - $15,000 | None (or less than $201) | |
| IRA Deutsche Global Infrastructure | $1,001 - $15,000 | None (or less than $201) | |
| IRA Federated Kaufmann Large Cap | $15,001 - $50,000 | None (or less than $201) | |
| IRA Fidelity Advisor Strategic Income | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| IRA Goldman Sachs Rising Dividend Growth | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| IRA Goldman Sachs Long Short Term Credit Strategies | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| IRA Legg Mason BW Global Opptys Bond | $1,001 - $15,000 | None (or less than $201) | |
| IRA MFS Intl Value | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| IRA Mainstay Unconstrained Bond | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| IRA Nuveen NWQ Small Cap Value | $1,001 - $15,000 | None (or less than $201) | |
| IRA Prudential Jennison Equity Oppty | $15,001 - $50,000 | None (or less than $201) | |
| IRA Oppenheimer Steelpath MLP Alpha | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| IRA Wells Fargo Absolute Return | $1,001 - $15,000 | None (or less than $201) | |
| Apple Federal Credit Union | $100,001 - $250,000 | Interest | $201 - $1,000 |
| Educational Employees Supplemental Retirement | Retirement Plan or Account | ||
| Virginia Retirment System | Retirement Plan or Account |
Do you know something about William B. Inglee? Send us an email at [email protected] or send a Signal message to 347-244-2134.
See more staffers at State »