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Est. Assets
$3.6M – $10.6M
Assets Disclosed
53
Est. Liabilities
None
Positions Held
11
| Interest |
| — |
| General Dynamics, restricted stock (unvested) | $250,001 - $500,000 | Dividends | — |
| General Dynamics, stock options (vested) | $250,001 - $500,000 | — | — |
| U.S. bank account #3 (cash) | $250,001 - $500,000 | Interest | — |
| U.S. savings bonds | $100,001 - $250,000 | Interest | — |
| General Dynamics stock options (unvested) | $100,001 - $250,000 | — | — |
| DFA Five Year Global Fixed Income Portfolio (DFGBX) EIF | $100,001 - $250,000 | — | DFGBX |
| Federated Short-Intermediate Duration Municipal Trust Institutional Shares (FSHIX) EIF | $100,001 - $250,000 | — | FSHIX |
| Federated Intermediate Municipal Trust Institutional Shares (FIMTX) EIF | $100,001 - $250,000 | — | FIMTX |
| Vanguard Short-Term Investment Grd (VFSUX) EIF | $100,001 - $250,000 | — | VFSUX |
| Vanguard Wellesley Income Fund Adm (VWIAX) EIF | $100,001 - $250,000 | — | VWIAX |
| DFA US Core Equity 1 Portfolio (DFEOX) EIF | $50,001 - $100,000 | — | DFEOX |
| DFA International Core Equity Portfolio (DFIEX) EIF | $15,001 - $50,000 | — | DFIEX |
| Personal loan made to a family member | $15,001 - $50,000 | — | — |
| General Dynamics (GD) | $15,001 - $50,000 | Dividends Capital Gains | GD |
| DFA Emerging Markets Core Equity Fund (DFCEX) EIF | $15,001 - $50,000 | — | DFCEX |
| U.S. brokerage account #1 (cash) | $1,001 - $15,000 | — | — |
| U.S. bank account #5 (cash) | $1,001 - $15,000 | — | — |
| U.S. bank account #4 (cash) | $1,001 - $15,000 | — | — |
| Hoover Institution Distinguished Visiting Fellow | — | Salary | — |
| General Dynamics | — | — | — |
| General Dynamics Board of Directors | — | Director fees | — |
| Theranos Inc | — | — | — |
| Theranos Board of Directors (health technology) | — | Director fees | — |
| Calibre Systems - August 4, 2016 | — | Honorarium | — |
| Untitled book on leadership. Random House Publishers. (value not readily ascertainable) | — | — | — |
| Jamestown Foundation | — | Consulting fees | — |
| Brokerage account #1 | — | — | — |
| Theranos Class "A" Common Stock (416,667 shares; value not readily ascertainable) | — | — | — |
| CNA Corporation | — | Consulting fees | — |
| Frederick Williams Associates (speaker's bureau) | — | — | — |
| Harvard University Chief Executives Conference - February 23, 2015 | — | Honorarium | — |
| VFW National Convention - July 20, 2015 | — | Honorarium | — |
| DirecTV - July 23, 2015 | — | Honorarium | — |
| U.S. Global Leadership Coalition - July 31, 2015 | — | Honorarium | — |
| Goldman Sachs Group Inc - September 7, 2015 | — | Honorarium | — |
| American Society for Industrial Security International - October 1, 2015 | — | Honorarium | — |
| Chief Executive Network - November 5, 2015 | — | Honorarium | — |
| Howard G. Buffett Foundation - October 1, 2015 | — | Honorarium | — |
| Hertog Foundation - July 24, 2015 | — | Honorarium | — |
| Calibre Systems, Inc. - August 6, 2015 | — | Honorarium | — |
| U.S. Department of State | — | Consulting fees | — |
| World President's Organization - January 16, 2016 | — | Honorarium | — |
| Northrop Grumman - March 1, 2016 | — | Honorarium | — |
| Lincoln Financial Services - May 19, 2016 | — | Honorarium | — |
| CitiCorp - June 16, 2016 | — | Honorarium | — |
| Hertog Foundation - July 14, 2016 | — | Honorarium | — |
| Washington State University - August 22, 2016 | — | Honorarium | — |
| Edge Advisors, LLC - October 12, 2016 | — | Honorarium | — |
| Mr. Howie Koff - November 14, 2016 | — | Honorarium | — |