Jacob J. Sullivan
Assistant to the President and National Security Advisor
Estimated Net Worth
  • estimated net worth
    $7.0 M - $29.4 M
Salary
  • salary
    $180 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (04/18/2023)

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
Faegre Baker Daniels, 401(k) plan:
1.1
Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)
$15,001 - $50,000
None (or less than $201)
1.2
Baron Small Cap Fund Retail Shares (BSCFX)
$1,001 - $15,000
None (or less than $201)
2
Fidelity IRA
2.1
Fidelity Core
$1,001 - $15,000
None (or less than $201)
2.2
iShares Silver Trust (SLV)
$1,001 - $15,000
None (or less than $201)
3
Yale University Retirement Savings Account
3.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard Developed Markets Index Fund Institutional Shares (VTMNX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New Haven, Connecticut
I will continue to participate in the voluntary retirement savings plan. Neither the sponsor nor I will make further contributions following my separation.
9/2017
2
Minneapolis, Minnesota
I will continue to participate in the defined contribution retirement plan. Neither the sponsor nor I make further contributions to this plan.
9/2013

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Trust #1
$1,000,001 - $5,000,000
$100,001 - $1,000,000
1.1
United State bank (cash account)
1.2
SAT SR. Limited Partnership
1.2.1
United States bank (cash account)
1.2.2
CSNH Development LLC (post-disaster reconstruction services in NH, MA, and ME))
1.2.3
Betz Farm Water/Sewer Impact Fee (developer fee)
1.2.4
North Bridge Business Center (commercial real estate in North Bridge NH)
1.2.5
Office Building in Nashua NH
1.2.6
Bow Industrial Park
1.2.6.1
United States bank (cash account)

Transactions

#
Description
Type
Date
Amount
1
SPDR S&P 500 ETF Trust (SPY)
Purchase
08/17/2022
$100,001 - $250,000
2
SPDR S&P 500 ETF Trust (SPY)
Purchase
10/19/2022
$50,001 - $100,000
3
SPDR S&P 500 ETF Trust (SPY)
Purchase
11/03/2022
$100,001 - $250,000
4
SPDR S&P 500 ETF Trust (SPY)
Purchase
11/14/2022
$100,001 - $250,000
5
SPDR S&P 500 ETF Trust (SPY)
Purchase
11/15/2022
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nelnet
$15,001 - $50,000
2003
20 years
2
First Republic Bank
$500,001 - $1,000,000
2017
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1
The value listed represents only my spouse's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 6/30/2021. The income range listed is distribution received for 2021.
6
1.3.1.8.4
For the underlying holdings of Brentwood Farms, LLC, see Part 6, Line 1.3.1.7
6
2
Interest in realty limited partnership with real estate in Nashua and Manchester, NH.
6
3
Interest in realty limited partnership with real estate in Nashua, NH.
6
4
Holds reimbursement value of spouse's interest in residential property in NH.
6
9
The value listed represents only my spouse's share of the trust assets. The value is based on current value for all assets, except for the SAT SR. Limited Partnership, which was most recently valued as of 6/30/2021. The income range listed is distribution received for 2021.
6
9.6
See Part 6, Line 1.6 for underlying holdings of this asset.
6
10.4
See Part 6, Line 13 for underlying holdings of this asset.
6
12
Interest on a liquidation basis.
6
13
See Part 6, Line 1.3.1 for underlying assets.

Do you have information about Jacob J. Sullivan that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved