Brian Sonfield
Assistant General Counsel for General Law, Ethics & Regulation (Department of the Treasury)
Estimated Net Worth
- $2.3 M - $5.6 M
Salary
- Unknown
Employment
- Started 10/01/2017
Records
- OGE Form 278e (04/21/2023)
- OGE Form 278t (02/06/2023)
- OGE Form 278t (10/31/2022)
- OGE Form 278t (07/28/2022)
- OGE Form 278t (04/29/2022)
- OGE Form 278t (04/28/2022)
- OGE Form 278e (03/28/2022)
- OGE Form 278t (01/15/2022)
- OGE Form 278e (05/05/2021)
- OGE Form 278t (06/15/2020)
- OGE Form 278e (04/28/2020)
- OGE Form 278e (04/15/2019)
- OGE Form 278t (08/21/2018)
- OGE Form 278t (08/20/2018)
- OGE Form 278t (08/16/2018)
- OGE Form 278t (08/09/2018)
- OGE Form 278t (08/07/2018)
- OGE Form 278e (04/23/2018)
- OGE Form 278t (01/04/2018)
- OGE Form 278t (12/21/2017)
- Resume
Financial Disclosure Details - OGE Form 278e (04/21/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
Nothing reported in this section |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Vanguard Dividend Growth Fund | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Growth Index Fund Adm | $250,001 - $500,000 | None (or less than $201) | |
1.3 | Vanguard Global Min Vol Admiral | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
Nothing reported in this section |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
---|---|---|---|
Nothing reported in this section |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | IRA #2 | |||
1.1 | Vanguard Target Retirement 2040 Investor Cl | $1,001 - $15,000 | None (or less than $201) | |
2 | Roth IRA #1 | |||
2.1 | Vanguard Target Retirement 2040 Investor Cl | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Brokerage Account # 1 | |||
1.1 | Vanguard Total Stock Mkt Indx Adm | $100,001 - $250,000 | $2,501 - $5,000 | |
1.2 | Vanguard 500 Index Admiral Shares (VFIAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
2 | Brokerage Account #2 | |||
2.1 | U.S. Money Market Account #1 | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Alcon Inc | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Novartis AG ADR | $50,001 - $100,000 | Dividends | $2,501 - $5,000 |
2.4 | Invesco DWA Momentum ETF | $50,001 - $100,000 | $201 - $1,000 | |
2.5 | Invesco QQQ Trust, Series 1 | $15,001 - $50,000 | $201 - $1,000 | |
2.6 | Invesco S&P 500 Equal Weight E | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | SPDR S&P 500 ETF Trust (SPY), opened cash-secured written put option position: 200 shares, strike $423, exp. 4/2022 | 01/13/2022 | ||
2 | Montgomery Cnty Md Go Consolidated Pub Impt Bds issued 8/5/20 | Purchase | 04/21/2022 | $50,001 - $100,000 |
3 | SPDR S&P 500 ETF Trust (SPY), opened cash-secured written put option position: 200 shares, strike $400, exp. 7/2022 | 04/21/2022 | ||
4 | SPDR S&P 500 ETF Trust (SPY), closed position for cash-secured written put option (opened on 1/13/22) | 04/14/2022 | ||
5 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 07/18/2022 | $50,001 - $100,000 |
6 | SPDR S&P 500 ETF Trust (SPY), opened written call option position: 200 shares, strike $400, exp. 10/22 | 07/18/2022 | ||
7 | SPDR S&P 500 ETF Trust (SPY), opened written call option position; 200 shares, strike $400, exp. 1/23 | 10/25/2022 | ||
8 | T Rowe PriceEmerging Markets Stock Fund (PRMSX) | Purchase | 01/25/2022 | $1,001 - $15,000 |
9 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | Purchase | 01/25/2022 | $1,001 - $15,000 |
10 | iShares Russell 1000 Growth ETF (IWF) | Purchase | 02/09/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
Nothing reported in this section |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
Nothing reported in this section |
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