Thomas J Vilsack
Municipal bond for Iowa Board of Regents-University of Iowa Hospital × 1 view in graph
1trades · $32.5K est.
100%
disclosed on time
$4.3Mest. assets · Termination
Since nomination
Nominee 278 (01/08/2021) vs TerminationDivested
17 positions · $160.5K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Fidelity 500 Index | Employment assets | Self | $15K – $50K |
| Invesco Corporate Bond Fund ACCHX | Employment assets | Self | $1K – $15K |
| Eaton Vance Short Duration EILDX | Employment assets | Self | $1K – $15K |
| Vanguard Long Term Government Bond Index Fund -- Admiral Class VLGSX | Employment assets | Self | $1K – $15K |
| Eaton Vance Short Duration EILDX | Spouse's assets | Spouse | $1K – $15K |
| Virtus Vontobel Emerging Markets Opportunities Fund HIEMX | Other assets | — | $1K – $15K |
| Metropolitan West Total Return Bond Fund MWTIX | Other assets | — | $1K – $15K |
| Champlain Small Company Fund CIPNX | Other assets | — | $1K – $15K |
| PIMCO Emerging Markets Bond Fund PEBIX | Other assets | — | $1K – $15K |
| Credit Suisse Commodity Return Strategy Fund CRSOX | Other assets | — | $1K – $15K |
| Goldman Sachs Financial Square Treasury Instruments Fund FTIXX | Other assets | — | $1K – $15K |
| American Funds Washington Mutual Investors Fund WMFFX | Other assets | — | $1K – $15K |
| Invesco Corporate Bond Fund Class Y ACCHX | Other assets | — | $1K – $15K |
| Marion IA UrbaN RENEW SER D B/E Bond | Other assets | — | $1K – $15K |
| State Univ IA Rev Bond | Other assets | — | $1K – $15K |
| State Univ IA Rev Bond | Other assets | — | $1K – $15K |
| University North IA Rev Bond | Other assets | — | $1K – $15K |
Held at termination
49 positions · $3.6M est. · largest 20 shown| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Farmland (rented), Davis County, Iowa | Other assets | — | $1M – $5M | $1M – $5M |
| Dodge and Cox Income Fund | Employment assets | Self | $50K – $100K | $50K – $100K |
| Principal Div Real Asset | Employment assets | Self | $50K – $100K | $50K – $100K |
| U.S. bank (Certificates of Deposit) | Other assets | — | $50K – $100K | $15K – $50K |
| Fidelity US Bond Index | Employment assets | Self | $15K – $50K | $15K – $50K |
| U.S. Bancorp USB | Other assets | — | $15K – $50K | $15K – $50K |
| State Univ IA Univ Rev Bond | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Growth VUG | Other assets | — | $15K – $50K | $15K – $50K |
| T. Rowe Price Large Cap Growth | Employment assets | Self | $1K – $15K | $15K – $50K |
| Coralville IA Bond | Other assets | — | $1K – $15K | $15K – $50K |
| U.S. bank (cash) | Other assets | — | $50K – $100K | $1K – $15K |
| U.S. Money Market Account (cash) | Employment assets | Self | $1K – $15K | $1K – $15K |
| Columbia Overseas Value Fund | Employment assets | Self | $1K – $15K | $1K – $15K |
| John Hancock Disciplined Value JVMIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Principal Midcap PCBIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| DFA US Large Cap Val | Employment assets | Self | $1K – $15K | $1K – $15K |
| Fidelity MidCap Index Fund FSMDX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| John Hancock Disciplined Value Mid Cap JVMIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Principal Midcap Fund PCBIX | Spouse's assets | Spouse | $1K – $15K | $1K – $15K |
| Touchstone Mid Cap Value Fund TCVYX | Other assets | — | $1K – $15K | $1K – $15K |
New positions
97 positions · $701.5K est. · largest 20 shown| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Fidelity 500 Index Fund | Employment assets | Self | $15K – $50K |
| Thornburg Limited Term Municipal Fund Class | Employment assets | Self | $15K – $50K |
| Municipal Bond for Iowa Board of Regents- University of Iowa Hospital | Other assets | — | $15K – $50K |
| Nuveen Intermediate Duration Municipal Bond Fund Class I Shares NUVBX | Other assets | — | $15K – $50K |
| AB Municipal Bond Int'l Strategies Ad Fund | Employment assets | Self | $1K – $15K |
| Delaware Small Cap Value Insel OL Fund | Employment assets | Self | $1K – $15K |
| DFA US Large Cap Value Portfolio Institutional Class Fund | Employment assets | Self | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund | Employment assets | Self | $1K – $15K |
| First Trust Cboe Vest US Equity Deep Buffer ETF (Exchange Traded Fund) | Spouse's assets | Spouse | $1K – $15K |
| First Trust Exchange-Traded Fund VIII FT CBOE VEST U S Equity Deep Buffer ETF | Other assets | — | $1K – $15K |
| First Trust Exchange Traded Fund VIII CBOE VEST International Equity Buffer ETF | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 11-15 Option Class A Voya International Index Option | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 11-15 Option Class A Voya International Index Option | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 6-10 Option Class A Voya Intermediate Bond Option | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 6-10 Option Class A Voya Intermediate Bond Option | Other assets | — | $1K – $15K |
| IA Advisor 529 Account - Age 0-5 Option Class A Voya Government Money Market Option | Other assets | — | $1K – $15K |
| Fidelity 500 Index Fund FXAIX | Spouse's assets | Spouse | $1K – $15K |
| Columbia Mortgage Opportunities Fund Institutional 2 Class Shares CLMVX | Spouse's assets | Spouse | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Employment assets | Self | $1K – $15K |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Spouse's assets | Spouse | $1K – $15K |
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 |
|---|---|---|---|---|---|
| Municipal bond for Iowa Board of Regents-University of Iowa Hospital | Buy | $15K – $50K | Self | Nov 20, 2023 | filing ↗ |
Asset holdings
Termination · filed —| Account or section | Positions | Est. value |
|---|---|---|
| Other assets | 69 | $3.5M |
| Employment assets | 51 | $511K |
| Spouse's assets | 40 | $229K |
Employment assets
51 positions, as filed · back to all 160| Asset | Owner | Value | Income |
|---|---|---|---|
| Iowa Public Employment System (Defined Benefit Plan. Value not readily ascertainable.) | Self | — | Retirement Income (annual) · $36K |
| IRA #1 | Self | — | — |
| U.S. Money Market Account (cash) | Self | $1K – $15K | — |
| Columbia Overseas Value Fund COSSX | Self | Under $1K | — |
| DFA Global Real Estate DFGEX | Self | Under $1K | — |
| Fidelity Real Estate Index Fund FSRNX | Self | Under $1K | — |
| John Hancock Disciplined Value JVMIX | Self | $1K – $15K | — |
| Lord Abbett Short Duration LDLFX | Self | Under $1K | — |
| Pimco International Bond Fund PFUPX | Self | Under $1K | — |
| Pimco Long Term Real Return PRTPX | Self | Under $1K | — |
| Principal Midcap PCBIX | Self | $1K – $15K | — |
| Columbia Mortgage Opportunities Fund Institutional 2 Class Shares CLMVX | Self | $1K – $15K | — |
| Eaton Vance Emerging Markets Local Income Fund Class I Shares EEIIX | Self | $1K – $15K | — |
| Federated Kaufmann Small Cap Fund Institutional Class Shares FKAIX | Self | Under $1K | — |
| FT Cboe Vest US Equity Deep Buffer ETF - August DAUG | Self | Under $1K | — |
| Principal Global Real Estate Securities Fund Institutional Class Shares POSIX | Self | Under $1K | — |
| PIMCO International Bond Fund (US Dollar- Hedged) Class I-2 Shares PFBPX | Self | $1K – $15K | — |
| JPMorgan Growth and Income Fund Class I Shares VGIIX | Self | $1K – $15K | — |
| Federated Short-Term Income Fund Institutional Shares FSTYX | Self | $1K – $15K | — |
| Fidelity Advisor International Capital Appreciation Fund Class I Shares FCPIX | Self | $1K – $15K | — |
| MFS Growth Fund Class I Shares MFEIX | Self | Under $1K | — |
| Invesco Oppenheimer Total Return Bond Fund Class Y Shares OPBYX | Self | Under $1K | — |
| Victory SophusEmerging Markets Fund Class Y Shares RSENX | Self | Under $1K | — |
| Parametric Commodity Strategy Fund Institutional Class Shares EIPCX | Self | $1K – $15K | — |
| Columbia Small Cap Value Fund I Institutional 2 Class Shares CUURX | Self | $1K – $15K | — |
| John Hancock Investment Grade Bond Fund Class I Shares TIUSX | Self | $1K – $15K | — |
| Fidelity Long-Term Treasury Bond Index Fund FNBGX | Self | Under $1K | — |
| Fidelity Advisor International Small Cap Fund Class I Shares FIXIX | Self | $1K – $15K | — |
| Eaton Vance Floating-Rate Fund Institutional Class Shares EIBLX | Self | $1K – $15K | — |
| Cohen & SteersGlobal Realty Shares, Inc Class I Shares CSSPX | Self | $1K – $15K | — |
| DFA International Value Portfolio Institutional Class Shares DFIVX | Self | $1K – $15K | — |
| Fidelity Mid Cap Index Fund FSMDX | Self | $1K – $15K | — |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - October FT Cboe Vest U.S. Equity Deep Buffer ETF - October DOCT | Self | $1K – $15K | — |
| Goldman Sachs Emerging Markets Equity Insights Fund Institutional Class Shares GERIX | Self | Under $1K | — |
| JPMorgan Core Bond Fund Class I Shares WOBDX | Self | $1K – $15K | — |
| JPMorgan Large Cap Growth Fund Class I Shares SEEGX | Self | $1K – $15K | — |
| Putnam Small Cap Growth Fund Class Y Shares PSYGX | Self | $1K – $15K | — |
| PIA High Yield Fund Institutional Class Shares PHYSX | Self | $1K – $15K | — |
| UDIA Thrift and Savings Plan (401K) | Self | — | — |
| Dodge and Cox Income Fund | Self | $50K – $100K | — |
| Fidelity US Bond Index | Self | $15K – $50K | — |
| Principal Div Real Asset | Self | $50K – $100K | — |
| Fidelity 500 Index Fund | Self | $15K – $50K | — |
| T. Rowe Price Large Cap Growth | Self | $15K – $50K | — |
| DFA US Large Cap Val | Self | $1K – $15K | — |
| AB Municipal Bond Int'l Strategies Ad Fund | Self | $1K – $15K | — |
| Columbia Overseas Value Fund | Self | $1K – $15K | — |
| Delaware Small Cap Value Insel OL Fund | Self | $1K – $15K | — |
| DFA US Large Cap Value Portfolio Institutional Class Fund | Self | $1K – $15K | — |
| Eaton Vance Emerging Markets Local Income Fund | Self | $1K – $15K | — |
| Thornburg Limited Term Municipal Fund Class | Self | $15K – $50K | $201 – $1K |
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.