Mark T Esper

Mark T Esper

EXEC Former Secretary · Department of Defense/Office of The Secretary

Fidelity Municipal Money Market Fund × 1 Residential Real Estate in Davis, WV × 1 Schwab Stock Market Total Index Fund × 1 view in graph

3trades · $240K est.
$6.3Mest. assets · Termination

Stock trades

AssetType AmountOwner Traded Disclosed
Residential Real Estate in Davis, WV Sell $100K – $250K — May 7, 2020 filing ↗
Schwab Stock Market Total Index Fund Buy $15K – $50K — Mar 26, 2020 filing ↗
Fidelity Municipal Money Market Fund Sell $15K – $50K — Mar 25, 2020 filing ↗

Asset holdings

Termination · filed —

All positions

85 positions
Asset OwnerValueIncome
Raytheon Company Deferred Compensation Plan - Non-Qualified: Tracks the Indexes & Funds listed below: Self $1M – $5M —
Janus Henderson Balanced Fund Self — —
NTGI S&P 500 Equity Index Fund Self — —
Vanguard Institutional Total Stock Market Index Fund Self — —
NTGI Russell 2000 Index Fund Self — —
T.Rowe Price Institutional Small Cap Stock Fund Self — —
Raytheon Company 401K Self — —
Vanguard Institutional Total Stock Market Index Fund Self $100K – $250K —
Northern Trust S&P 500 Index Fund Self $100K – $250K —
Janus Henderson Balanced Fund Self $100K – $250K —
T.Rowe Price Institutional Small Cap Stock Fund Self $100K – $250K —
Roth IRA Self — —
Fidelity 500 Index Investor Class Self $15K – $50K —
Fidelity Core Accounts (cash) Self Under $1K —
Fidelity MSCI Consumer Discretionary ETF Self $1K – $15K —
Fidelity MSCI Health Care Index ETF Self $1K – $15K —
Rollover IRA Self — —
Fidelity Contrafund Self $100K – $250K —
Fidelity Government Money Market Fund Self Under $1K —
Design-Build Institute of America (The organization promotes the value of design- build project delivery.) Spouse — Salary, bonus
Sep-ira Spouse — —
Parnassus Core Equity Investor Class Spouse $15K – $50K —
iShares Select Dividend ETF Spouse $15K – $50K —
iShares Core U.S. REIT Spouse $1K – $15K —
U.S. brokerage money market account (cash) Spouse $1K – $15K —
Roth IRA Spouse — —
iShares U.S. Consumer Goods ETF Spouse $1K – $15K —
iShares Core High Dividend ETF Spouse $15K – $50K —
U.S. Brokerage Money Market Account (cash) Spouse Under $1K —
Residential Real Estate, Davis WV — Under $1K Rent or Royalties · $2.5K – $5K
U.S. bank accounts # 1 (Joint) (cash) — $15K – $50K —
U.S. bank accounts #2 (DC3) (cash) — $15K – $50K —
U.S. credit union accounts (cash) — $1K – $15K —
U.S. brokerage account #1 F — — —
Fidelity Government Money Market — $15K – $50K —
American Tax Exempt Bonds Fund — $15K – $50K —
Fidelity Four In One Index — $50K – $100K $201 – $1K
Fidelity Select Retail Fund — $50K – $100K $201 – $1K
Fidelity 500 Index Premium Class — $100K – $250K $1K – $2.5K
BMO Intermediate Tax Free Fund — $15K – $50K —
Schwab Total Stock Market Index Fund — $50K – $100K —
Vanguard Small Cap Index Fund — $50K – $100K $201 – $1K
Vanguard 500 Index Fund — $15K – $50K $201 – $1K
U.S. brokerage account #2 A — — —
Invesco High Yield Municipal Fund — $1K – $15K —
Columbia Dividend Opportunity Fund — $1K – $15K —
Delaware Value Fund — $50K – $100K $1K – $2.5K
Delaware National High Yield Muni Bond Fund — $15K – $50K $1K – $2.5K
Fidelity Advisor Total Bond A — $15K – $50K $1K – $2.5K
Matthew 25 — $50K – $100K —
Metropolitan West Total Return Bond Fund — $1K – $15K —
Nuveen High Yield Muni Bond Fund — $15K – $50K $1K – $2.5K
Nuveen Limited Term Muni Bond Fund — $1K – $15K $201 – $1K
iShares S&P 500 Growth ETF — $50K – $100K $201 – $1K
iShares Core S&P Small Cap ETF — $15K – $50K $201 – $1K
iShares International Select Divdend ETF — $1K – $15K $201 – $1K
Vanguard S&P 500 Index ETF — $250K – $500K $2.5K – $5K
iShares U.S. Preferred Stock ETF — $15K – $50K $1K – $2.5K
SPDR Nuveen S&P High Yield Muni Bond ETF — $15K – $50K $201 – $1K
Wisdom Tree Int'l Large Cap Dividend ETF — $15K – $50K $201 – $1K
IRA — — —
Yacktman Focused Fund — $100K – $250K —
U.S. brokerage money market account (cash) — $1K – $15K —
FMI Large Cap Fund — $50K – $100K —
iShares Core S&P 500 ETF — $15K – $50K —
MFS International Value — $15K – $50K —
iShares Russell 2000 Value ETF — $15K – $50K —
iShares Russell Mid Cap Value ETF — $15K – $50K —
iShares Russell Mid Cap Growth ETF — $15K – $50K —
Wisdom Tree Int'l Large Cap Dividend ETF — $1K – $15K —
iShares Core High Dividend ETF — $15K – $50K —
iShares Russell 2000 Growth ETF — $15K – $50K —
Roth IRA — — —
U.S. brokerage money market account (cash) — Under $1K —
Fidelity Low Priced Stock Fund — $15K – $50K —
iShares Core High Dividend ETF — $50K – $100K —
VA 529 Plan #1 DC2 — — Cash Distributions · $19.5K
Total Stock Market Index Portfolio — $1K – $15K —
Moderate Growth Portfolio — $15K – $50K —
Conservative Income Portfolio — $1K – $15K —
U.S. brokerage health savings account — — —
Fidelity Total Bond Fund — Under $1K —
U.S. brokerage cash account — Under $1K —
Optum Bank Health Savings Account (Cash Account) — $1K – $15K —
Fidelity 500 Index Fund DC2 — $1K – $15K —

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.