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William Brockmann Long

Homeland Security

Administrator of the Federal Emergency Management Agency | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Hagerty Consulting 401(k) plan
Delaware Small Cap Core Fund Class R (DCCRX) $15,001 - $50,000 None (or less than $201)
IVY Emerging Markets Equity Fund Class R (IYPCX) $15,001 - $50,000 None (or less than $201)
JP Morgan Equity Income Fund Class A (OIEIX) $15,001 - $50,000 None (or less than $201)
Lord Abbett Bond Debenture R3 (LBNRX) $15,001 - $50,000 None (or less than $201)
MFS Aggressive Growth Allocation Fund Class R3 (MAAHX) $1,001 - $15,000 None (or less than $201)
MFS Growth Fund Class R3 (MFEHX) $15,001 - $50,000 None (or less than $201)
MFS International Value Fund Class R3 (MINGX) $15,001 - $50,000 None (or less than $201)
T Rowe Price Real Estate Fund Advisor Class (PAREX) $15,001 - $50,000 None (or less than $201)
Wells Fargo Special Mid Cap Value Fund Class A (WFPAX) $15,001 - $50,000 None (or less than $201)
Hagerty Consulting Inc $200,417
Hagerty Consulting Inc. (emergency management consulting), Performance Bonus 2016 $75,000
Hagerty Consulting Inc. (emergency management consulting), anticipated bonus 2017 $15,001 - $50,000 None (or less than $201)

Other Income/Assets

Description Value Income
US Brokerage Account #1
U.S. brokerage account (cash) $1,001 - $15,000 None (or less than $201)
AbbVie Inc. $1,001 - $15,000 None (or less than $201)
Air Products & Chemicals Incorporated (APD) $1,001 - $15,000 None (or less than $201)
Alps ETF Trust Sector Dividend Dogs ETF (SDOG) $1,001 - $15,000 None (or less than $201)
Apple Incorporated (AAPL) $1,001 - $15,000 None (or less than $201)
Carnival Corporation Paired Ctf (CCL) $1,001 - $15,000 None (or less than $201)
Centurylink Incorporated (CTL) $1,001 - $15,000 None (or less than $201)
Chubb Limited (CB) $1,001 - $15,000 None (or less than $201)
CME Group Inc (CME) $1,001 - $15,000 None (or less than $201)
Crown Castle International Corporation New REIT (CCI) $1,001 - $15,000 None (or less than $201)
Eaton Corporation PLC (ETN) $1,001 - $15,000 None (or less than $201)
Energy Transfer Prtnrs L P Unit Ltd Partn (ETP) $1,001 - $15,000 None (or less than $201)
Enterprise Products Partners LP (EPD) $1,001 - $15,000 None (or less than $201)
Fidus Investment Corp (FDUS) $1,001 - $15,000 None (or less than $201)
Garmin Ltd (GRMN) $1,001 - $15,000 None (or less than $201)
JPMorgan Chase & Company (JPM) $1,001 - $15,000 None (or less than $201)
Kraft Heinz Company (KHC) $1,001 - $15,000 None (or less than $201)
Marathon Petroleum Corporation (MPC) $1,001 - $15,000 None (or less than $201)
Merck & Co. Inc. (MRK) $1,001 - $15,000 None (or less than $201)
MFS International Value Fund Class I (MINIX) $1,001 - $15,000 None (or less than $201)
Microchip Technology Inc. (MCHP) $1,001 - $15,000 None (or less than $201)
Microsoft Corp. (MSFT) $1,001 - $15,000 None (or less than $201)
Oracle Corp. (ORCL) $1,001 - $15,000 None (or less than $201)
PepsiCo Inc (PEP) $1,001 - $15,000 None (or less than $201)
Pfizer Inc. (PFE) $1,001 - $15,000 None (or less than $201)
Proshares S&P 500 Dividend Aristocrats ETF (NOBL) $1,001 - $15,000 None (or less than $201)
Time Warner Inc. (TWX) $1,001 - $15,000 None (or less than $201)
Union Pacific Corp. (UNP) $1,001 - $15,000 None (or less than $201)
Virtus Wealth Masters Fund Class I (VWMIX) $1,001 - $15,000 None (or less than $201)
William Long IRA
U.S. brokerage account (cash) None (or less than $1,001) None (or less than $201)
Clarkston Partners Fund Institutional Class (CISMX) $1,001 - $15,000 None (or less than $201)
ClearBridge Aggressive Growth Fund Class I (SAGYX) $1,001 - $15,000 None (or less than $201)
Dodge & Cox Global Stock Fund (DODWX) $15,001 - $50,000 None (or less than $201)
Eaton Vance Atlanta Capital Select Equity Fund Class I (ESEIX) $1,001 - $15,000 None (or less than $201)
Hamlin High Dividend Equity Fund Institutional Class (HHDFX) $1,001 - $15,000 $201 - $1,000
JHancock Disciplined Value Mid Cap Fund Class I (JVMIX) $1,001 - $15,000 None (or less than $201)
JPMorgan Value Advantage Fund Class L (JVAIX) $1,001 - $15,000 $201 - $1,000
MainStay Epoch Global Equity Yield Fund Class A (EPSPX) $1,001 - $15,000 $201 - $1,000
Meridian Growth Fund Investor Class (MRIGX) $1,001 - $15,000 None (or less than $201)
MFS International New Discovery Fund Class I (MWNIX) $1,001 - $15,000 $201 - $1,000
Oakmark International Investor Fund Class I (OAKIX) $15,001 - $50,000 $201 - $1,000
Parnassus Mid Cap Fund Institutional Class (PFPMX) $1,001 - $15,000 None (or less than $201)
Principal Mid Cap Fund Class P (PMCPX) $1,001 - $15,000 None (or less than $201)
Vaughan Nelson Value Opportunity Fund Class Y Natixis (VNVYX) $1,001 - $15,000 None (or less than $201)
William Long Roth IRA
U.S. brokerage account (cash) $1,001 - $15,000 None (or less than $201)
Baker Hughes Inc. (BHI) $1,001 - $15,000 None (or less than $201)
Deutsche Global Infrastructure Fund Class S (TOLSX) $1,001 - $15,000 None (or less than $201)
Deutsche CROCI Sector Opportunities Fund Class S (DSOSX) $1,001 - $15,000 None (or less than $201)
Neuberger Berman International Equity Fund Class A (NIQAX) $1,001 - $15,000 None (or less than $201)
Newell Brands Inc. (NWL) $1,001 - $15,000 None (or less than $201)
Primecap Odyssey Growth Fund (POGRX) $1,001 - $15,000 None (or less than $201)
SVB Financial Group (SIVB) $1,001 - $15,000 None (or less than $201)
Arkansas iShares College Savings Plan #1
iShares 529 2024 College Portfolio Class F $15,001 - $50,000 None (or less than $201)
Arkansas iShares College Savings Plan #2
iShares 529 2024 College Portfolio Class F $15,001 - $50,000 None (or less than $201)
US Bank Money Market account (cash) $15,001 - $50,000 None (or less than $201)
Spouse IRA
U.S. brokerage account (cash) $1,001 - $15,000 None (or less than $201)
First Trust Dorsey Wright Focus 5 ETF (FV) $1,001 - $15,000 None (or less than $201)
iShares Edge MSCI Min Vol Global ETF (ACWV) $1,001 - $15,000 $201 - $1,000
iShares Select Dividend ETF (DVY) $1,001 - $15,000 $201 - $1,000
Spouse Roth IRA
U.S. brokerage account (cash) $1,001 - $15,000 None (or less than $201)
Guggenheim S&P 500 Equal Weight ETF (RSP) $1,001 - $15,000 None (or less than $201)
MFS International Value Fund Class C (MGICX) $1,001 - $15,000 None (or less than $201)
U.S. bank account #1 (cash) $1,001 - $15,000 None (or less than $201)
U.S. bank account #2 (cash) $1,001 - $15,000 None (or less than $201)
U.S. Bank Account #3 (Cash) None (or less than $1,001) None (or less than $201)
U.S. Bank Account #4 (Cash) None (or less than $1,001) None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Hagerty Consulting Inc (401K) Evanston , Illinois I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. March 16, 2011
Hagerty Consulting Inc Performance Bonus 2017 Evanston, Illinois Upon my resignation, I will be paid a pro-rated bonus from my current employer for work performed in 2017. If I do not receive it prior to assuming the duties of my position I will forfeit this prorated bonus. Feb. 15, 2011

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Fifth Third Bank Mortgage on Personal Residence $100,001 - $250,000 4.25% 2011

Spouse's Employment Assets

Description Value Income Type Income Amount
Viewmont Pharmacy, Hickory NC Salary

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

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