Elaine L Chao
2trades · $16K est.
100%
disclosed on time
$37.1Mest. assets · Termination
Stock trades
Asset holdings
Termination · filed —All positions
84 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Firebird International LLC | Self | — | — |
| Firebird International LLC, SunTrust Business Checking | Self | $1K – $15K | — |
| Firebird International LLC, SunTrust Business Money Market Performance | Self | $15K – $50K | — |
| Wells Fargo & Company | Self | — | DSU Vesting · $27.2K |
| Wells Fargo & Company, common stock | Self | $500K – $1M | Dividends · $15K – $50K |
| Wells Fargo & Company, Deferred Stock Compensation | Self | $15K – $50K | — |
| UBS Pension Trust (Personal Retirement Account) | Self | — | — |
| UBS Brokerage Account (Cash) | Self | Under $1K | — |
| WGIFX - American Funds Capital World Gr & Inc F2 | Self | $15K – $50K | — |
| SDSCX - BNY Mellon Small/Mid Cap Growth Fund | Self | $15K – $50K | — |
| FEGIX - First Eagle Gold I | Self | $1K – $15K | — |
| PEQPX - Principal Equity Income P | Self | $15K – $50K | — |
| GFFFX - American Funds Growth Fund of Amer F2 | Self | $15K – $50K | — |
| DPFFX - Delaware Diversified Income Instl | Self | $15K – $50K | — |
| TGBAX - Templeton Global Bond Adv | Self | $1K – $15K | — |
| PGDPX - Principal Global Div Inc P | Self | $15K – $50K | — |
| Mutual of America Tax Deferred Annuity | Self | — | — |
| Deutsch VSI Capital Growth | Self | $250K – $500K | — |
| UBS PSP (Personal Retirement Account) | Self | — | — |
| UBS Brokerage Account (cash) | Self | $1K – $15K | — |
| JHIGX - JHancock International Growth Fund Class R2 | Self | $15K – $50K | — |
| JDVPX - JHancock Disciplined Value Fund Class R2 | Self | $15K – $50K | — |
| The Heritage Foundation 403(b) | Self | — | — |
| VFIAX - Vanguard 500 Index Admiral | Self | $15K – $50K | — |
| PREIX - T. Rowe Price Equity Index 500 | Self | $100K – $250K | — |
| VTSAX - Vanguard Total Stock Market Index Fund Admiral Class | Self | $100K – $250K | — |
| The Heritage Foundation Retirement Plan (defined contribution plan) | Self | — | — |
| ARTKX - Artisan International Value Investor | Self | $15K – $50K | — |
| BARAX - Baron Asset Retail | Self | $15K – $50K | — |
| FAIRX - Fairholme | Self | $15K – $50K | — |
| LSBDX - Loomis Sayles Bond Instl | Self | $1K – $15K | — |
| OAKMX - Oakmark I | Self | $15K – $50K | — |
| RSEIX - Royce Special Equity Instl | Self | $1K – $15K | — |
| SLASX - Selected American Shares S | Self | $15K – $50K | — |
| PRMSX - T.Rowe Price Emerging Markets Stock | Self | $1K – $15K | — |
| VGSLX - Vanguard REIT Index Adm | Self | $1K – $15K | — |
| WIIBX - Segall Bryant & Hamil Plus Bond Instl | Self | $1K – $15K | — |
| Ubs IRA | Self | — | — |
| WGIFX - American Funds Capital World Gr & Inc F2 UBS | Self | $50K – $100K | — |
| FEGIX - First Eagle Gold I UBS | Self | $15K – $50K | — |
| PEQPX - Principal Equity Income P UBS | Self | $50K – $100K | — |
| RSPYX - RS Partners Y UBS | Self | $15K – $50K | — |
| GFFFX - American Funds Growth Fund of Amer F2 UBS | Self | $100K – $250K | — |
| DPFFX - Delaware Diversified Income Instl UBS | Self | $50K – $100K | — |
| TGBAX - Templeton Global Bond Adv UBS | Self | $15K – $50K | — |
| Vanguard IRA Account ( Personal Retirement Account) | Self | — | — |
| VFIAX - Vanguard 500 Index Admiral | Self | $1M – $5M | — |
| VUSXX - Vanguard Treasury Money Market | Self | $1M – $5M | — |
| AMCP Security Holdings LP | Self | Under $1K | Passthrough Income · $1.6K |
| Merrill Lynch - IRA Mitch | Spouse | — | IRA - Required Minimum Distribution and Withdrawal · $0 |
| Mitch IRA MLPA | Spouse | — | — |
| Bank of America - IRA Cash Account | Spouse | $1K – $15K | Interest |
| SCPB - SPDR Barclays Short Term Corp Bd ETF | Spouse | $15K – $50K | — |
| VCSH - Vanguard Short-Term Corporate Bond ETF | Spouse | $15K – $50K | — |
| IWM - iShares Russell 2000 | Spouse | $50K – $100K | — |
| VO - Vanguard Mid-Cap ETF | Spouse | $15K – $50K | — |
| SPY - SPDR S&P 500 ETF | Spouse | $50K – $100K | — |
| VMMXX - Vanguard Money Market Reserves | — | Under $1K | — |
| VMSXX - Vanguard Municipal Money Market | — | $1M – $5M | $15K – $50K |
| VFIAX - Vanguard 500 Index Admiral | — | $5M – $25M | $100K – $1M |
| US bank Money Market Account 1 (Cash) | — | $1K – $15K | — |
| Real Property with Carriage House Rental - Washington, DC | — | $1M – $5M | Rent or Royalties · $15K – $50K |
| US bank Account 1 (Cash) | — | $1K – $15K | — |
| US bank Account 2 (Cash) | — | $1K – $15K | — |
| TRBCX - T. Rowe Price Blue Chip Growth | — | $250K – $500K | $5K – $15K |
| PRITX - T.Rowe Price International Stock Fd | — | $100K – $250K | $1K – $2.5K |
| RPMGX - T. Rowe Price Mid-Cap Growth | — | $500K – $1M | $15K – $50K |
| PRSCX - T. Rowe Price Science & Tech | — | $50K – $100K | $5K – $15K |
| OTCFX - T. Rowe Price Small - Cap Stock | — | $100K – $250K | $2.5K – $5K |
| Elaine L Chao Revocable Trust | — | — | — |
| VFIAX - Vanguard 500 Index Admiral | — | $1M – $5M | $50K – $100K |
| VGIAX - Vanguard Growth & Income Adm | — | $250K – $500K | $5K – $15K |
| VMSXX - Vanguard Municipal Money Market | — | $1K – $15K | — |
| US bank Account 3 (Cash) | — | $1K – $15K | — |
| MNNAX - Victory Munder Multi-Cap A | — | $50K – $100K | — |
| VHCAX - Vanguard Capital Opportunity Adm | — | $250K – $500K | $15K – $50K |
| VSIAX - Vanguard Small Cap Value Index Admiral | — | $500K – $1M | $5K – $15K |
| VFIAX - Vanguard 500 Index Admiral | — | $500K – $1M | $5K – $15K |
| A. Mitchell McConnell, Jr. Revocable Trust | — | — | — |
| US Brokerage Money Market Account (Cash) | — | $15K – $50K | — |
| Vanguard 529 College Savings Plan | — | — | — |
| Vanguard TRGT 32/33 | — | $100K – $250K | — |
| Vanguard 529 College Savings Plan | — | — | — |
| Vanguard TRGT 32/33 | — | $100K – $250K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.