Adam Beckman
Special Advisor to the Surgeon General (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 02/19/2021 - 12/27/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278 Termination (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. |
Do you have information about Adam Beckman that is missing from this database?
Drop us a line at [email protected].