Jonathan Y Black
Special Assistant to the President and Senate Legislative Affairs Liaison
Observations
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $716 K - $3.0 M
Salary
  • salary
    $110 K

Financial Disclosure Details - OGE Form 278e (04/27/2022)

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
Roth IRA
1.1
ISHARES CORE S&P US VALUE ETF (IUSV)
$1,001 - $15,000
None (or less than $201)
1.2
ISHARES CORE S&P U.S. GROWTH ETF (IUSG)
$1,001 - $15,000
None (or less than $201)
1.3
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
$1,001 - $15,000
None (or less than $201)
1.4
VANGUARD FTSE EMERGING MARKETS ETF (VWO)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Russell 2000 Index Fund ETF Shares (VTWO)
$1,001 - $15,000
None (or less than $201)
2
Apple, Inc. (AAPL)
None (or less than $1,001)
Capital Gains
$50,001 - $100,000
3
Invesco American Value Fund Class A Shares (MSAVX)
$1,001 - $15,000
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
Tiber Creek Consulting, Inc. (Information Technology support for the federal government.)
salary, bonus
2
Roth IRA
2.1
COMM SERVICES SELECT SECTOR (XLC)
$1,001 - $15,000
None (or less than $201)
2.2
CONSUMER DISCRETIONARY SPDR (XLY)
$1,001 - $15,000
None (or less than $201)
2.3
FIRST TRUST CLOUD COMPUTING ETF: (SKYY)
$1,001 - $15,000
None (or less than $201)
2.4
FIRST TRUST DOW JONES INTERNET INDEX FUND (FDN)
$1,001 - $15,000
None (or less than $201)
2.5
HEALTH CARE SELECT SPDR (XLV)
$1,001 - $15,000
None (or less than $201)
2.6
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG)
$1,001 - $15,000
None (or less than $201)
2.7
ISHARES TR CORE MSCI EAF ETF (IEFA)
$1,001 - $15,000
None (or less than $201)
2.8
SPDR US FINANCIAL SECTOR ETF (XLF)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Investment account 1
1.1
ARK AUTONOMOUS TECH & ROBOTICS ETF (ARKQ))
$15,001 - $50,000
$201 - $1,000
1.2
ARK INNOVATION ETF (ARKK)
$15,001 - $50,000
None (or less than $201)
1.3
ISHARES PHLX SEMICONDUCTOR ETF (SOXX)
$15,001 - $50,000
None (or less than $201)
1.4
SPDR US FINANCIAL SECTOR ETF (XLF)
$15,001 - $50,000
$201 - $1,000
1.5
VANGUARD VALUE ETF (VTV)
$50,001 - $100,000
$1,001 - $2,500
1.6
iShares Nasdaq Biotechnology ETF (IBB)
$15,001 - $50,000
None (or less than $201)
1.7
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)
$1,001 - $15,000
None (or less than $201)
1.8
First Eagle Overseas Fund Class I Shares (SGOIX)
$15,001 - $50,000
$1,001 - $2,500
1.9
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Apple, Inc. (AAPL)
Sale
05/11/2021
$50,001 - $100,000
2
iShares Core S&P 500 ETF (IVV)
Purchase
05/11/2021
$15,001 - $50,000
3
Energy Select Sector SPDR Fund (XLE)
Sale
05/11/2021
$1,001 - $15,000
4
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
Purchase
05/11/2021
$15,001 - $50,000
5
iShares Core S&P 500 ETF (IVV)
Purchase
05/11/2021
$1,001 - $15,000
6
SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX)
Purchase
06/08/2021
$1,001 - $15,000
7
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
06/10/2021
$1,001 - $15,000
8
iShares MSCI USA ESG Select ETF (SUSA)
Purchase
06/10/2021
$1,001 - $15,000
9
GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX)
Purchase
05/03/2021
$1,001 - $15,000
10
Oakmark International Fund Institutional Class Shares (OANIX)
Sale
05/03/2021
$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
2
3
This account was erroneously left off a previous disclosure - it was set up by my parents many years ago and forgotten until I received a notice of inactivity last week and investigated to uncover what it was.
6
1.16
Filer inadvertently left off this asset from his previous year's Report.

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