Adam Beckman
Special Advisor - Surgeon General
Estimated Net Worth
  • estimated net worth
    $240 K - $900 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (12/23/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
San Francisco, California
2021 Zetema Fellow
1/2021
2
Boston, Massachusetts
Stoeckle Center for Primary Care Innovation Foster Health Policy, Advocacy and Media Scholar
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
IRA #1 (cash)
$1,001 - $15,000
None (or less than $201)
1.2
Catalyst/Millburn Hedge Strategy Fund (MBXIX)
$1,001 - $15,000
None (or less than $201)
1.3
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
1.4
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
1.5
iShares Core S&P 500 ETF (IVV)
$1,001 - $15,000
None (or less than $201)
1.6
iShares Core MSCI International Developed Markets ETF (IDEV)
$1,001 - $15,000
None (or less than $201)
2
IRA #2
2.1
IRA #2 (cash)
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard FTSE Emerging Markets Index Fund ETF Shares (VWO)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
Leave of absence from joint M.D./M.B.A. program at Harvard Medical School and Harvard Business School. All unpaid scholarship funds will be forfeited.
8/2017

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
U.S. brokerage account
1.1
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
1.2
iShares Core S&P Mid-Cap ETF (IJH)
$15,001 - $50,000
$201 - $1,000
1.3
iShares Core S&P 500 ETF (IVV)
$15,001 - $50,000
$201 - $1,000
1.4
BlackRock Capital Appreciation Fund (MAFGX)
$1,001 - $15,000
$201 - $1,000
1.5
First Eagle Global Fund (SGIIX)
$15,001 - $50,000
$1,001 - $2,500
1.6
iShares Core S&P Small-Cap ETF (IJR)
$15,001 - $50,000
$201 - $1,000
2
NY (529 Direct Plan) College Savings Plan
cash payments
$22,635
2.1
Aggressive Growth Portfolio
$1,001 - $15,000
None (or less than $201)
2.2
Aggressive Age-Based Option: Conservative Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P U.S. Growth ETF
Sale
11/19/2021
$1,001 - $15,000
2
iShares Core S&P U.S. Growth ETF
Sale
09/14/2021
$1,001 - $15,000
3
iShares Core S&P Small-Cap ETF
Sale
07/12/2021
$1,001 - $15,000
4
Vanguard Russell 2000
Purchase
07/12/2021
$1,001 - $15,000
5
Vanguard FTSE Emerging Merging Markets ETF
Purchase
01/13/2021
$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
3
1
Filer provided this in an email-- My primary arrangement after leaving government is returning to Harvard to complete the joint MD-MBA program as a student.
6
2
Filer is the beneficiary of a 529 plan set up by a grandparent.
6
3
After onboarding and around the time of termination, filer became aware that he is a beneficiary of another similar policy. Filer knows limited information about the policy—that it is a variable policy held in an irrevocable life trust.

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