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William B. Inglee departed June 10, 2017

State (joined: Feb. 10, 2017)

Senior Advisor, Office Of The Secretary | $161,900

Former Positions Outside Government

See more financial disclosure details ⬇

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.

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