Denis R McDonough
Divestiture of Stock Options in Catalyte per Ethics Agreement × 1 view in graph
1trades · $175K est.
100%
disclosed on time
$2.4Mest. assets · Termination
Since nomination
Nominee 278 (01/14/2021) vs TerminationDivested
14 positions · $635.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Vanguard Retirement Savings Trust | Employment assets | Self | $100K – $250K |
| Catalyte, Vested Stock Options | Employment assets | Self | $100K – $250K |
| DRM Stillwater LLC | Employment assets | Self | $50K – $100K |
| Anticipated Speaking Engagement - Western Riverside Council of Governments - June 24, 2021 | Employment assets | Self | $15K – $50K |
| CSIEX Calvert Equity CL A | Spouse's assets | Spouse | $15K – $50K |
| Vanguard FTSE Social Index Fund Admiral Class Shares VFTAX | Other assets | — | $15K – $50K |
| Vanguard Mid-Cap Index Fund Admiral Shares VIMAX | Other assets | — | $15K – $50K |
| Vanguard Small-Cap Growth Index Fund Admiral Class Shares VSGAX | Other assets | — | $15K – $50K |
| Anticipated Honorarium - Jefferson Educational Society - May 2021 | Employment assets | Self | $1K – $15K |
| Vanguard Institutional Targeted Retirement 2035 Fund Institutional Shares | Employment assets | Self | $1K – $15K |
| Workrise Anticipated Advisory Board Annual Receivable Stipend | Employment assets | Self | $1K – $15K |
| Vanguard 500 Index Fund Admiral Shares (VFIAX) Child 1 | Other assets | — | $1K – $15K |
| Vanguard European Stock Index Fund Admiral Shares VEUSX | Other assets | — | $1K – $15K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Other assets | — | $1K – $15K |
Held at termination
17 positions · $1.7M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| MD 529 T. Rowe Price Portfolio 2027 | Other assets | — | $100K – $250K | $250K – $500K |
| Calvert Equity Fund Class A Shares CSIEX | Other assets | — | $100K – $250K | $100K – $250K |
| Vanguard FTSE Social Index Fund Admiral Class Shares VFTAX | Other assets | — | $50K – $100K | $100K – $250K |
| CSIEX Calvert Equity CL A | Spouse's assets | Spouse | $15K – $50K | $100K – $250K |
| Vanguard 500 Index Fund Admiral Shares VFIAX | Other assets | — | $15K – $50K | $100K – $250K |
| MD 529 T.Rowe Price Portfolio 2024 | Other assets | — | $100K – $250K | $50K – $100K |
| CAAAX Calvert Growth Allocation CL A | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| CAAAX Calvert Growth Allocation CL A | Spouse's assets | Spouse | $15K – $50K | $50K – $100K |
| Vanguard Balanced Index Fund Admiral Shares VBIAX | Other assets | — | $15K – $50K | $50K – $100K |
| Calvert Growth Allocation Fund Class A Shares CAAAX | Other assets | — | $15K – $50K | $50K – $100K |
| Calvert Growth Allocation Fund Class A Shares CAAAX | Other assets | — | $15K – $50K | $50K – $100K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Other assets | — | $1K – $15K | $50K – $100K |
| U.S. Bank (cash) | Other assets | — | $250K – $500K | $15K – $50K |
| U.S. Bank (cash) | Spouse's assets | Spouse | $1K – $15K | $15K – $50K |
| MD 529 T.Rowe Price Bond and Income Portfolio | Other assets | — | $100K – $250K | $1K – $15K |
| CSIBX Calvert Bond CL A | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Calvert Bond Fund Class A Shares CSIBX | Other assets | — | $1K – $15K | $1K – $15K |
New positions
13 positions · $705K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Principal Liquid Assets Separate Account | Employment assets | Self | $100K – $250K |
| Vanguard Explorer Fund Admiral Shares VEXRX | Spouse's assets | Spouse | $100K – $250K |
| Calvert Equity Fund Class A Shares CSIEX | Other assets | — | $50K – $100K |
| Vanguard Equity Income Fund Admiral Shares VEIRX | Other assets | — | $50K – $100K |
| Vanguard Growth & Income Fund Admiral Shares VGIAX | Other assets | — | $50K – $100K |
| Fidelity FDMIDX 2035 IPR | Spouse's assets | Spouse | $15K – $50K |
| Vanguard Wellesley Income Fund Investor Shares VWINX | Other assets | — | $15K – $50K |
| Vanguard/Wellington Fund, Inc Investor Shares VWELX | Other assets | — | $15K – $50K |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VITFX | Employment assets | Self | $1K – $15K |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | Other assets | — | $1K – $15K |
| Vanguard Growth Index Fund Admiral Class Shares VIGAX | Other assets | — | $1K – $15K |
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares VDADX | Other assets | — | $1K – $15K |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | Other assets | — | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
| Asset | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Divestiture of Stock Options in Catalyte per Ethics Agreement | Sell | $100K – $250K | Self | May 7, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
43 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| University of Notre Dame, Keough School of Global Affairs 403b Retirement Plan | Self | — | — |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares VITFX | Self | $1K – $15K | — |
| Markle Foundation 401a Retirement Fund | Self | — | — |
| Principal Liquid Assets Separate Account | Self | $100K – $250K | — |
| IRA | Spouse | — | — |
| U.S. Bank (cash) | Spouse | $15K – $50K | — |
| IRA | Spouse | — | — |
| CAAAX Calvert Growth Allocation CL A | Spouse | $50K – $100K | — |
| Rollover IRA | Spouse | — | — |
| CSIEX Calvert Equity CL A | Spouse | $100K – $250K | — |
| CSIBX Calvert Bond CL A | Spouse | $1K – $15K | — |
| Roth IRA | Spouse | — | — |
| CAAAX Calvert Growth Allocation CL A | Spouse | $50K – $100K | — |
| Rockefeller Philanthropy Advisors/Welcome.US | Spouse | — | salary |
| Vanguard Explorer Fund Admiral Shares VEXRX | Spouse | $100K – $250K | — |
| Fidelity FDMIDX 2035 IPR | Spouse | $15K – $50K | — |
| U.S. Bank (cash) | — | $15K – $50K | — |
| MD 529 College Savings Plan #1 | — | — | — |
| MD 529 T.Rowe Price Bond and Income Portfolio | — | $1K – $15K | — |
| MD 529 College Savings Plan #2 | — | — | cash payment · $78.6K |
| MD 529 T.Rowe Price Portfolio 2024 | — | $50K – $100K | — |
| MD 529 College Savings Plan #3 | — | — | — |
| MD 529 T. Rowe Price Portfolio 2027 | — | $250K – $500K | — |
| Vanguard FTSE Social Index Fund Admiral Class Shares VFTAX | — | $100K – $250K | — |
| Vanguard 500 Index Fund Admiral Shares VFIAX | — | $100K – $250K | — |
| Vanguard Balanced Index Fund Admiral Shares VBIAX | — | $50K – $100K | $201 – $1K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | — | $50K – $100K | $201 – $1K |
| IRA | — | — | — |
| Calvert Growth Allocation Fund Class A Shares CAAAX | — | $50K – $100K | — |
| Rollover IRA | — | — | — |
| Calvert Equity Fund Class A Shares CSIEX | — | $100K – $250K | — |
| Calvert Bond Fund Class A Shares CSIBX | — | $1K – $15K | — |
| Roth IRA | — | — | — |
| Calvert Growth Allocation Fund Class A Shares CAAAX | — | $50K – $100K | — |
| Calvert Equity Fund Class A Shares CSIEX | — | $50K – $100K | — |
| Vanguard Total Bond Market Index Fund Admiral Shares VBTLX | — | Under $1K | $2.5K – $5K |
| Vanguard Equity Income Fund Admiral Shares VEIRX | — | $50K – $100K | — |
| Vanguard Target Retirement 2050 Fund Investor Class Shares VFIFX | — | $1K – $15K | — |
| Vanguard Growth & Income Fund Admiral Shares VGIAX | — | $50K – $100K | — |
| Vanguard Growth Index Fund Admiral Class Shares VIGAX | — | $1K – $15K | — |
| Vanguard Wellesley Income Fund Investor Shares VWINX | — | $15K – $50K | — |
| Vanguard Dividend Appreciation Index Fund Admiral Class Shares VDADX | — | $1K – $15K | — |
| Vanguard/Wellington Fund, Inc Investor Shares VWELX | — | $15K – $50K | — |
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.