Jacob J. Sullivan
ASSISTANT TO THE PRESIDENT AND NATIONAL SECURITY ADVISOR
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $6.9 M - $26.0 M
Salary
  • salary
    $180 K

Financial Disclosure Details - OGE Form 278e (05/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Wilmington, Delaware
Advisor
1/2021

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
Residential real estate in Londonberry, NH
1.3
Residential property in Amherst, NH
1.4
4 Townsend West LLC
1.4.1
United States bank (cash account)
None (or less than $1,001)
1.4.2
Residential real estate in Nashua, NH
$1,000,001 - $5,000,000
1.5
Hampton Hills LP (real estate in Citrus Hills, FL)
$250,001 - $500,000
1.5.1
United States bank (cash account)
1.5.2
Citrus Hills Holdings LLC

Transactions

#
Description
Type
Date
Amount
1
250 shs American Express Company
Sale
07/22/2021
$15,001 - $50,000
2
300 shs Aptar Group Inc.
Sale
07/22/2021
$15,001 - $50,000
3
300 shs Baxter International , Inc.
Sale
07/22/2021
$15,001 - $50,000
4
450 shs Donaldson Co., Inc.
Sale
07/22/2021
$15,001 - $50,000
5
275 shs Emerson Electric Co.
Sale
07/22/2021
$15,001 - $50,000
6
225 shs Fedex Corp.
Sale
07/22/2021
$50,001 - $100,000
7
1,075 shs Fiserv Inc.
Sale
07/22/2021
$100,001 - $250,000
8
SPDR S&P 500 ETF Trust (SPY)
Purchase
07/28/2021
$100,001 - $250,000
9
SPDR Portfolio S&P 500 Growth ETF (SPYG)
Purchase
08/13/2021
$15,001 - $50,000
10
SPDR S&P 500 ETF Trust (SPY)
Purchase
08/13/2021
$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
1.5.2
The value of my spouse's interest in Citrus Hill Holdings, LLC is reflected in Hampton Hills, LP at entry 1.5.
6
1.5.2.8.4
For the underlying holdings of Brentwood Farms, LLC, see Part 6, Line 1.5.2.7.
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
5
Interest on a liquidation basis.
6
10
For the underlying holdings of Brentwood Farms, LLC, see Part 6, Line 1.5.2.7.
6
11
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 6/30/2020. The income range listed is distribution received for 2020.
6
11.7
See Part 6, Line 1.6 for underlying holdings of this asset.

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