16trades · $802.5K est.
100%
disclosed on time
$18.7Mest. assets · Termination
Since nomination
Nominee 278 (12/30/2020) vs TerminationDivested
24 positions · $1.4M est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| University of California Bond Fund (403b) | Employment assets | Self | $500K – $1M |
| Norfolk Southern Corp | Other assets | — | $100K – $250K |
| U.S. brokerage cash account | Other assets | — | $100K – $250K |
| Pfizer Inc. | Other assets | — | $50K – $100K |
| University of California Savings Fund (403b) | Employment assets | Self | $15K – $50K |
| Conoco Phillips | Other assets | — | $15K – $50K |
| Phillips 66 | Other assets | — | $15K – $50K |
| Dupont | Other assets | — | $15K – $50K |
| Consortium for Data Analytics in Risk and Southwest University of Finance and Economics -- 10/31/2020 | Spouse's assets | Spouse | $1K – $15K |
| Caijing Annual Conference -- 11/24/2020 | Spouse's assets | Spouse | $1K – $15K |
| Caijing Annual Conference -- 11/24/2020 | Other assets | — | $1K – $15K |
| AT&T | Other assets | — | $1K – $15K |
| BNY Mellon Dynamic Value Fund (formerly Dreyfus Strategic Value Fund) | Other assets | — | $1K – $15K |
| Raytheon | Other assets | — | $1K – $15K |
| Terradata | Other assets | — | $1K – $15K |
| NCR Corporation | Other assets | — | $1K – $15K |
| Chemours | Other assets | — | $1K – $15K |
| Corteva | Other assets | — | $1K – $15K |
| Dow | Other assets | — | $1K – $15K |
| Viatris Inc. | Other assets | — | $1K – $15K |
Held at termination
17 positions · $15.3M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Vanguard 500 Index Admiral Shares VFIAX | Other assets | — | $1M – $5M | $1M – $5M |
| Vanguard Extended Market Fund VEXAX | Other assets | — | $500K – $1M | $1M – $5M |
| Vanguard Short Term Corporate Bond Index Admiral VSCSX | Employment assets | Self | $250K – $500K | $1M – $5M |
| Vanguard Short Term Bond Index Fund VBIRX | Other assets | — | Over $1M | Over $1M |
| Vanguard 500 Index Admiral Shares VFIAX | Other assets | — | Over $1M | Over $1M |
| Vanguard Developed Markets Index Fund Admiral VTMGX | Other assets | — | $500K – $1M | Over $1M |
| University of California Bond Fund | Spouse's assets | Spouse | Over $1M | $500K – $1M |
| Vanguard Target Retirement Income Fund VTINX | Spouse's assets | Spouse | $250K – $500K | $500K – $1M |
| Vanguard European Stock Index fund VEUSX | Other assets | — | $250K – $500K | $500K – $1M |
| U.S. bank cash account | Other assets | — | $1M – $5M | $250K – $500K |
| CREF R3 Stock Fund | Employment assets | Self | $250K – $500K | $250K – $500K |
| Vanguard Short Term Investment Grade Fund VFSUX | Spouse's assets | Spouse | $100K – $250K | $50K – $100K |
| University of California Savings Fund | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| Pimco Total Return Fund | Spouse's assets | Spouse | $50K – $100K | $50K – $100K |
| TIAA Traditional Annuity | Employment assets | Self | $15K – $50K | $15K – $50K |
| Stamp collection | Other assets | — | $15K – $50K | $15K – $50K |
| Vanguard Federal Money Market Fund VMFXX | Other assets | — | $1K – $15K | $15K – $50K |
New positions
2 positions · $3.4M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares VSCSX | Other assets | — | $1M – $5M |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares VSCSX | Employment assets | Self | $250K – $500K |
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 |
|---|---|---|---|---|---|
| VFIAX Vanguard 500 Index Fund Admiral Shares | Buy | $250K – $500K | Self | Feb 19, 2021 | filing ↗ |
| T AT&T | Sell | $1K – $15K | Self | Feb 9, 2021 | filing ↗ |
| DRGVX BNY Mellon Dynamic Value Fund Class I Shares | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| VTRS Viatris | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| RTN Raytheon Co. | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| TDC Terradata | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| PFE Pfizer Inc. | Sell | $50K – $100K | Self | Feb 8, 2021 | filing ↗ |
| PSX Phillips 66 | Sell | $15K – $50K | Self | Feb 8, 2021 | filing ↗ |
| ODP Office Depot, Inc. | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| NSC Norfolk Southern Corp. | Sell | $100K – $250K | Self | Feb 8, 2021 | filing ↗ |
| NCR NCR Corp. | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| DD DuPont de Nemours, Inc. | Sell | $15K – $50K | Self | Feb 8, 2021 | filing ↗ |
| DOW Dow, Inc. | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| CC The Chemours Co. | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
| COP Conoco Phillips | Sell | $15K – $50K | Self | Feb 8, 2021 | filing ↗ |
| CTVA Corteva, Inc. | Sell | $1K – $15K | Self | Feb 8, 2021 | filing ↗ |
Asset holdings
Termination · filed —All positions
36 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| IRA | Self | — | Distribution · $77.4K |
| Vanguard Short Term Corporate Bond Index Admiral VSCSX | Self | $1M – $5M | — |
| Harvard University defined contribution plan | Self | — | Distribution · $17.8K |
| TIAA Traditional Annuity | Self | $15K – $50K | — |
| CREF R3 Stock Fund | Self | $250K – $500K | — |
| IRA-Roth | Self | — | — |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares VSCSX | Self | $250K – $500K | — |
| University of California, defined benefit plan (value not readily ascertainable) | Self | — | Retirement Payments (monthly) · $8.7K |
| Vanguard IRA | Spouse | — | Distribution · $5.3K |
| Vanguard Short Term Investment Grade Fund VFSUX | Spouse | $50K – $100K | — |
| Georgetown University 403(b) | Spouse | — | — |
| Vanguard Target Retirement Income Fund VTINX | Spouse | $500K – $1M | — |
| University of California 403(b) | Spouse | — | Distribution · $60.5K |
| University of California Savings Fund | Spouse | $50K – $100K | — |
| University of California Bond Fund | Spouse | $500K – $1M | — |
| University of California, defined benefit plan (value not readily ascertainable) | Spouse | — | Retirement payments |
| University of California, 415M Restoration Plan defined benefit plan (value not readily ascertainable) | Spouse | — | Retirement payments |
| Georgetown University | Spouse | — | Salary |
| Brookings Institution | Spouse | — | Consulting fee |
| IMF retirement plan | Spouse | — | Distribution · $3.8K |
| Pimco Total Return Fund | Spouse | $50K – $100K | — |
| Animal Spirits: How Human Psychology Drives the Economy, and Why It Matters for Global Capitalism, Princeton University Press (value not readily ascertainable) | Spouse | — | Rent or Royalties · $2.5K – $5K |
| "Identity Economics: How Our Identities Shape Our Work, Wages, and Well-Being," Princeton University Press (value not readily ascertainable) | Spouse | — | Rent or Royalties · $201 – $1K |
| "Phishing for Phools: The Economics of Manipulation and Deception," Princeton University Press (value not readily ascertainable) | Spouse | — | Rent or Royalties · $2.5K – $5K |
| Akerlof and Yellen Family Trust | — | — | — |
| Vanguard Extended Market Fund VEXAX | — | $1M – $5M | $5K – $15K |
| Vanguard 500 Index Admiral Shares VFIAX | — | $1M – $5M | $15K – $50K |
| U.S. bank cash account | — | $250K – $500K | Interest · $201 – $1K |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares VSCSX | — | $1M – $5M | $50K – $100K |
| Stamp collection | — | $15K – $50K | — |
| George A. Akerlof Revocable Trust | — | — | — |
| Vanguard Short Term Bond Index Fund VBIRX | — | Over $1M | $100K – $1M |
| Vanguard European Stock Index fund VEUSX | — | $500K – $1M | $15K – $50K |
| Vanguard 500 Index Admiral Shares VFIAX | — | Over $1M | $50K – $100K |
| Vanguard Developed Markets Index Fund Admiral VTMGX | — | Over $1M | $15K – $50K |
| Vanguard Federal Money Market Fund VMFXX | — | $15K – $50K | $1K – $2.5K |
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.