Jonathan Blum
Principal Deputy Commissioner and Chief Operating Officer
Estimated Net Worth
  • estimated net worth
    $2.9 M - $7.0 M
Salary
  • salary
    Unknown
Employment
  • Started 06/01/2021

Financial Disclosure Details - OGE Form 278e (05/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Lansing, Michigan
Vice President, Federal Policy and Managing Director, Medicare
6/2021
2
New York, New York
Member, Board of Advisors
5/2021
3
Silver Spring, Maryland
Vice Chair of the Board
5/2021
4
Washington, District of Columbia
Board Member
5/2021
5
New York, New York
Board Member
5/2021
6
Bethesda, Maryland
Board Member
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Health Management Associates, Inc. (health care consulting)
Salary & Bonus
$885,000
2
Health Management Associates, Inc.
None (or less than $1,001)
Option Exercise, Ordinary Income
$268,055
3
Stellar Health Group, Inc. (health care technology)
None (or less than $1,001)
Option Exercise, Ordinary Income
$428,900
4
CareMetx, LLC (pharmacy support services to patients)
Director Fees
$65,000
5
CareMetx, LLC, vested restricted stock units
None (or less than $1,001)
Cash Payment
$452,200
6
Third-party escrow account with SRS Acquiom, Inc. (due to cash payment from vested restricted stock units of CareMetx, LLC)
None (or less than $1,001)
Cash Payment
$6,749
7
Filer's IRA
7.1
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)
7.2
iShares MSCI EAFE Small-Cap ETF (SCZ)
$15,001 - $50,000
None (or less than $201)
7.3
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Lansing, Michigan
I exercised my stock options before my June 7, 2021, federal appointment.
9/2018
2
Lansing, Michigan
Pursuant to standard employment agreement benefits, this health care insurance plan and its accompanying health savings account expired on June 30, 2021.
9/2018
3
Lansing, Michigan
I received my final paycheck from this former employer on June 28, 2021, for my work with the firm through June 4, 2021.
6/2018
4
Lansing, Michigan
I no longer retain this 401(k) plan. The plan sponsor did not make further contributions after my separation.
9/2018
5
New York, New York
I exercised my stock options before my June 7, 2021, federal appointment.
9/2018
6
Denver, Colorado
Escrow account with SRS Acquiom, Inc., was from the cash payment from vested restricted stock units of CareMetx, LLC. Cash was held in escrow for revenue reconciliation and potential liabilities for matters predating the cash payment. I received payments totaling $6,749 from the escrow account. No other payments will be made from this escrow account.
2/2021
7
Bethesda, Maryland
See line 6 above.
2/2021

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
Spouse's IRA
1.1
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
$1,001 - $15,000
None (or less than $201)
1.2
SPDR Russell 1000 Yield Focus ETF (ONEY)
$15,001 - $50,000
None (or less than $201)
1.3
SPDR Portfolio Emerging Markets ETF (SPEM)
$1,001 - $15,000
None (or less than $201)
1.4
SPDR S&P 600 Small Cap Value ETF (SLYV)
$1,001 - $15,000
None (or less than $201)
1.5
SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB)
$1,001 - $15,000
None (or less than $201)
1.6
Hillman Value Fund (HCMAX)
$1,001 - $15,000
None (or less than $201)
1.7
DFA Real Estate Securities Portfolio, Institutional Class (DFREX)
$1,001 - $15,000
None (or less than $201)
1.8
Dodge & Cox Income Fund - Class I (DODIX)
$1,001 - $15,000
None (or less than $201)
1.9
Hartford Schroders International Stock Fund - Class I (SCIEX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
2
Maryland College Investment Plan
2.1
Portfolio 2021
$250,001 - $500,000
None (or less than $201)
3
Managed account
3.1
iShares Core S&P Mid-Cap ETF (IJH)
$100,001 - $250,000
None (or less than $201)
3.2
iShares MSCI EAFE Small-Cap ETF (SCZ)
$1,001 - $15,000
None (or less than $201)
3.3
SPDR Russell 1000 Yield Focus ETF (ONEY)
$15,001 - $50,000
$201 - $1,000
3.4
SPDR Portfolio Emerging Markets ETF (SPEM)
$15,001 - $50,000
$201 - $1,000
3.5
SPDR S&P 600 Small Cap Growth ETF (SLYG)
$50,001 - $100,000
$201 - $1,000
3.6
SPDR Portfolio S&P 500 Growth ETF (SPYG)
$250,001 - $500,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Health Management Associates, Inc., 401(k) plan: Eaton Vance Income Fund of Boston - Class R6 (EIBRX)
Sale
09/01/2021
$1,001 - $15,000
2
Health Management Associates, Inc., 401(k) plan: PGIM Total Return Bond Fund - Class R6 (PTRQX)
Sale
09/01/2021
$1,001 - $15,000
3
Health Management Associates, Inc., 401(k) plan: PIMCO International Bond Fund (U.S. Dollar-Hedged) - Institutional Class (PFORX)
Sale
09/01/2021
$1,001 - $15,000
4
Health Management Associates, Inc., 401(k) plan: Vanguard Total Bond Market Index Fund - Admiral Shares (VBTLX)
Sale
09/01/2021
$1,001 - $15,000
5
Health Management Associates, Inc., 401(k) plan: Principal LargeCap S&P 500 Index Fund - Class A (PLSAX)
Sale
09/01/2021
$1,001 - $15,000
6
Health Management Associates, Inc., 401(k) plan: Vanguard Equity Income Fund - Admiral Shares (VEIRX)
Sale
09/01/2021
$1,001 - $15,000
7
Health Management Associates, Inc., 401(k) plan: Columbia Small Cap Growth Fund, Institutional 3 Class (CSGYX)
Sale
09/01/2021
$1,001 - $15,000
8
Health Management Associates, Inc., 401(k) plan: Janus Henderson Enterprise Fund - Class N (JDMNX)
Sale
09/01/2021
$1,001 - $15,000
9
Health Management Associates, Inc., 401(k) plan: Principal MidCap S&P 400 Index Fund, Class R-2 (PMFNX)
Sale
09/01/2021
$1,001 - $15,000
10
Health Management Associates, Inc., 401(k) plan: Principal SmallCap S&P 600 Index Fund - Class R-2 (PSSNX)
Sale
09/01/2021
$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
1
3
Unpaid position.
1
4
Unpaid position.
1
5
Unpaid position.
2
7
The filer's IRA and SEP IRA assets were previously erroneously reported as being held under a single IRA.
2
7.11
This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report).
2
7.12
This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report).
2
7.17
This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report).
2
8
The filer's IRA and SEP IRA assets were previously erroneously reported as being held under a single IRA.
2
8.3
This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report).
5
1.1
This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report).

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