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 Roper
Defense (joined: Feb. 15, 2018)
Assistant Secretary of the Air Force for Acquisition, Technology, Logistics | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| IRA 1 | ||
| Cambiear Int'l Equity (CAMIX) | $15,001 - $50,000 | $201 - $1,000 |
| Causeway Emerging Markets (CEMIX) | $15,001 - $50,000 | $201 - $1,000 |
| Delaware Value Institutional (DDVIX) | $1,001 - $15,000 | $201 - $1,000 |
| Edgewood Growth Institutional (EGFIX) | $1,001 - $15,000 | $201 - $1,000 |
| Lazard International Strategic Equity (LISIX) | $15,001 - $50,000 | $201 - $1,000 |
| Lyrical US Value Equity Institutional (LYRIX) | $1,001 - $15,000 | $201 - $1,000 |
| Metropolitan West total Return Bond Fund (MWTIX) | $1,001 - $15,000 | $201 - $1,000 |
| Eaton Vance Income (EIBIX) | None (or less than $1,001) | $201 - $1,000 |
| Blackrock Inflation Protected Bond Fund (BPRIX) | $1,001 - $15,000 | None (or less than $201) |
| Blackrock Low Duration Bond Portfolio Institutional (BFMSX) | $1,001 - $15,000 | None (or less than $201) |
| Harding Loevner International Equity Institutional (HLMIX) | $15,001 - $50,000 | None (or less than $201) |
| Hartford Mid Cap Growth (HFMIX) | $1,001 - $15,000 | None (or less than $201) |
| Hartford Small Cap Growth I (HSLIX) | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Value Advantage (JVASX) | $1,001 - $15,000 | None (or less than $201) |
| Loomis Growth Y (LSGRX) | $15,001 - $50,000 | None (or less than $201) |
| Matthews Asian Japan Investor Class (MJFOX) | $1,001 - $15,000 | None (or less than $201) |
| Neuberger Intrinsic Value Institutional (NINLX) | $1,001 - $15,000 | None (or less than $201) |
| Nuance Mid Cap Value (NMLX) | $1,001 - $15,000 | None (or less than $201) |
| IRA 2 | ||
| Touchstone Sands Capital Select Growth Y (CFSIX) | $1,001 - $15,000 | $201 - $1,000 |
| Artisan Mid Cap Value Advisor (APDQX) | $1,001 - $15,000 | None (or less than $201) |
| Blackrock Multi Asset Income Portfolio Institutional (BIICX) | $1,001 - $15,000 | None (or less than $201) |
| Brandes Emerging Markets Value (BEMIX) | $1,001 - $15,000 | None (or less than $201) |
| Delaware US Growth Institutional (DEUIX) | $1,001 - $15,000 | None (or less than $201) |
| Goldman Sachs Emerging Markets Debt Institutional (GSDIX) | $1,001 - $15,000 | None (or less than $201) |
| Invesco Developing Markets Y (GTDYX) | $1,001 - $15,000 | None (or less than $201) |
| Invesco Equal Weighted S&P 500 Class Y (VADDX) | $1,001 - $15,000 | None (or less than $201) |
| Invesco Small Cap Value Y (VSMIX) | $1,001 - $15,000 | None (or less than $201) |
| Oakmark Fund Investor (OAKMX) | $1,001 - $15,000 | None (or less than $201) |
| Massachusetts Institute of Technology (value not readily ascertainable): eligible for $2,000/mo. beginning October 2044 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. bank account (cash) | $15,001 - $50,000 | None (or less than $201) |
| Twitter Stock (Asset no longer held.) | None (or less than $1,001) | $2,501 - $5,000 |
| Vanguard LifeStrategy Growth | $15,001 - $50,000 | None (or less than $201) |
| U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) |
| Invesco Comstock Portfolio | $15,001 - $50,000 | None (or less than $201) |
| MFS Total Return Portfolio (Class F) | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price Large Cap Value Portfolio | $1,001 - $15,000 | None (or less than $201) |
| Snapchat Stock (Asset no longer held.) | None (or less than $1,001) | $1,001 - $2,500 |
| Vanguard International Stock Index Fund | $100,001 - $250,000 | None (or less than $201) |
| Solar Reusable Energy Credits (value not readily ascertainable) (Units sold by third party broker on DC energy market) | $4,704 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Massachusetts Institute of Technology | Cambridge, Massachusetts | Continuing participation in Employee Benefit Plan: invested in MIT's pension plan based on six years of employment, which is worth approximately $2,000 per month upon retirement. | Jan. 16, 2006 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Pentagon Federal Credit Union | Mortgage on Personal Residence | $100,001 - $250,000 | 3.00% | 2015 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| McKinsey and Company (Consulting Firm) | salary, bonus | ||
| Morgan Stanley IRA | |||
| DBX ETF X-Trackers (DBEU) | $1,001 - $15,000 | None (or less than $201) | |
| Ishares Core MSCI EAFE ETF (IEFA) | $1,001 - $15,000 | None (or less than $201) | |
| Ishares Core S&P Total US (ITOT) | $1,001 - $15,000 | None (or less than $201) | |
| SPDR DJIA ETF (DIA) | $1,001 - $15,000 | None (or less than $201) | |
| McKinsey and Company 401K | |||
| Special Situations Diversified Fund (Underlying assets are not ascertainable) | $100,001 - $250,000 | None (or less than $201) |
Do you know something about William Roper? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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