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 Steiger departed May 13, 2017
State (joined: March 7, 2017)
Special Advisor to Transition, Office Of The Secretary | Financial Disclosure »
Former Positions Outside Government
- Comegys LLC General Partner
- Pink Ribbon Red Ribbon Officer
Former Compensation Sources
- Bush Global Health Initiative, d/b/a PRRR Chief Program Officer for the Bush Global H ealth Initiative, d/b/a Pink Ribbon Red Rib bon, a public-private partnership affiliate d with the George W. Bush Institute.
Employment Assets
| Description | Value | Income |
|---|---|---|
| Rental Property in Washington, D.C. | $500,001 - $1,000,000 | $15,001 - $50,000 |
| TD Bank Checking Account | $1,001 - $15,000 | None (or less than $201) |
| Roth Conversion Individual Retirement Account | $15,001 - $50,000 | $5,001 - $15,000 |
| Schwab US. Large-Cap ETF (Symbol: SCHX) | $1,001 - $15,000 | $1,001 - $2,500 |
| Metropolitan West Total Fund (Symbol: MWTIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Rollover Individual Retirement Account | $250,001 - $500,000 | $15,001 - $50,000 |
| Schwab US. Large-Cap ETF (Symbol: SCHX) | $15,001 - $50,000 | $2,501 - $5,000 |
| SPDR S&P 500 ETF (Symbol: SPY) | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard FTSE Developed Markets Index Fund ETF (Symbo l: VEA) | $50,001 - $100,000 | $5,001 - $15,000 |
| BMO LGM EMRG MKTS EQTY I (Symbol: MIEMX) | $1,001 - $15,000 | $2,501 - $5,000 |
| Fidelity Overseas Fund (Symbol: FOSFX) | $1,001 - $15,000 | $1,001 - $2,500 |
| Fidelity Small-Cap Fund (Symbol: FSCRX) | $1,001 - $15,000 | $2,501 - $5,000 |
| Metropolitan West Low Fund (Symbol: MWLIX) | $50,001 - $100,000 | $5,001 - $15,000 |
| MFS International Value CL I (Symbol: MINIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Wells Fargo Checking Account for Comegys LLC | $500,001 - $1,000,000 | None (or less than $201) |
| Insperity 401(k) Plan | $50,001 - $100,000 | $15,001 - $50,000 |
| Dodge & Cox Stock Fund | $15,001 - $50,000 | $5,001 - $15,000 |
| Hartford Small-Cap Growth Hls | $1,001 - $15,000 | $1,001 - $2,500 |
| Insperity Horizon Rm 2020 Fund | $15,001 - $50,000 | $1,001 - $2,500 |
| Insperity Horizon Rm 2030 Fund | $1,001 - $15,000 | None (or less than $201) |
| John Hancock Income Fund | $1,001 - $15,000 | $201 - $1,000 |
| State of Wisconsin Employee Trust Fund Account | $1,001 - $15,000 | $201 - $1,000 |
| Salary from the Bush Global Health Initiative | $40000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Fidelity Growth Opportunity Fund | $1,001 - $15,000 | $201 - $1,000 |
| Wright Patman Congressional Federal Credit Union Chec king Account | $100,001 - $250,000 | None (or less than $201) |
| Wright Patman Congressional Federal Credit Union Savi ngs Account | $50,001 - $100,000 | $201 - $1,000 |
| Schwab Charitable Gift Account (William R. Steiger Fu nd) invested in a Schwab Money Market Pool | $100,001 - $250,000 | $1,001 - $2,500 |
| Schwab Individual Investment Account | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| iShares Core S&P Mid-Cap ETF (Symbol: IJH) | $100,001 - $250,000 | $2,501 - $5,000 |
| iShares MSCI EAFE ETF (Symbol: EFA) | $15,001 - $50,000 | $2,501 - $5,000 |
| iShares Russell 2000 ETF (Symbol: IWM) | $100,001 - $250,000 | $2,501 - $5,000 |
| Schwab US. Large-Cap ETF (Symbol: SCHX) | $250,001 - $500,000 | $15,001 - $50,000 |
| SPDR S&P 500 ETF (Symbol: SPY) | $100,001 - $250,000 | $5,001 - $15,000 |
| Vanguard Mid-Cap ETF (Symbol: VO) | $250,001 - $500,000 | $5,001 - $15,000 |
| Fidelity Overseas Fund (Symbol: FOSFX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Fidelity Small-Cap Fund (Symbol: FSCRX) | $1,001 - $15,000 | None (or less than $201) |
| J.P. Morgan Equity Income I CL (Symbol: HLIEX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Matthews Pacific Tiger Fund (Symbol: MIPTX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Metropolitan West Low Fund (Symbol: MWLIX) | $15,001 - $50,000 | $201 - $1,000 |
| Metropolitan West Total Fund (Symbol: MWTIX) | $1,001 - $15,000 | None (or less than $201) |
| MFS International Value CL I (Symbol: MINIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Riverpark Wedgewood Fund (Symbol: RWGIX) | $1,001 - $15,000 | $201 - $1,000 |
| Goldman Sachs GRO Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Merrill Lynch & Co. Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Schwab Individual Investment Account | $250,001 - $500,000 | $50,001 - $100,000 |
| iShares Core S&P Mid-Cap ETF (Symbol: IJH) | $15,001 - $50,000 | $201 - $1,000 |
| iShares Core S&P Small-Cap ETF (Symbol: IJR) | $1,001 - $15,000 | $201 - $1,000 |
| iShares Russell 2000 ETF (Symbol: IWM) | $15,001 - $50,000 | $2,501 - $5,000 |
| Schwab US. Large-Cap ETF (Symbol: SCHX) | $50,001 - $100,000 | $5,001 - $15,000 |
| SPDR S&P 500 ETF (Symbol: SPY) | $15,001 - $50,000 | $5,001 - $15,000 |
| BMO LGM EMRG MKTS EQTY I (Symbol: MIEMX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Fidelity Overseas Fund (Symbol: FOSFX) | $50,001 - $100,000 | $2,501 - $5,000 |
| J.P. Morgan Equity Income I CL (Symbol: HLIEX) | $15,001 - $50,000 | $5,001 - $15,000 |
| Metropolitan West Low Fund (Symbol: MWLIX) | $100,001 - $250,000 | $201 - $1,000 |
| Metropolitan West Total Fund (Symbol: MWTIX) | $15,001 - $50,000 | $201 - $1,000 |
| MFS International Value CL I (Symbol: MINIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Inherited Individual Retirement Account | $100,001 - $250,000 | $15,001 - $50,000 |
| iShares Core S&P Mid-Cap ETF (Symbol: IJH) | $15,001 - $50,000 | $1,001 - $2,500 |
| Schwab US. Large-Cap ETF (Symbol: SCHX) | $1,001 - $15,000 | $201 - $1,000 |
| Metropolitan West Low Fund (Symbol: MWLIX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Metropolitan West Total Fund (Symbol: MWTIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Seafarer Overseas Growth and Income Fund Institutiona l Class (Symbol: SIGIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Vanguard Short-Term Investment-Grade Fund Admiral Sha res (Symbol: VFSUX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Washington, D.C., 529 Account | $15,001 - $50,000 | $1,001 - $2,500 |
| Phoenix Variable Life Insurance Policy | $1,001 - $15,000 | $1,001 - $2,500 |
| Deutsche Equity 500 Index Fund | $1,001 - $15,000 | $201 - $1,000 |
| Franklin Income VIP Fund | $1,001 - $15,000 | $201 - $1,000 |
| PIMCO Total Return Bond Fund | $1,001 - $15,000 | $201 - $1,000 |
| Invesco Equity and Income Fund | $1,001 - $15,000 | $201 - $1,000 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Ditech Financial LLC | Mortgage, Washington, DC, USA | $250,001 - $500,000 | 3.5% | 2013 |
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