Brian Sonfield
Department of the Treasury (Treasury)
Assistant General Counsel for General Law, Ethics & Regulation (Department of the Treasury)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.3 M - $5.6 M
Salary
  • salary
    Unknown
Employment
  • Started 10/01/2017
Records

Financial Disclosure Details - OGE Form 278e (04/21/2023)

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
IRA #1
1.1
Vanguard Dividend Growth Fund
$50,001 - $100,000
None (or less than $201)
1.2
Vanguard Growth Index Fund Adm
$250,001 - $500,000
None (or less than $201)
1.3
Vanguard Global Min Vol Admiral
$50,001 - $100,000
None (or less than $201)
1.4
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$50,001 - $100,000
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
IRA #2
1.1
Vanguard Target Retirement 2040 Investor Cl
$1,001 - $15,000
None (or less than $201)
2
Roth IRA #1
2.1
Vanguard Target Retirement 2040 Investor Cl
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account # 1
1.1
Vanguard Total Stock Mkt Indx Adm
$100,001 - $250,000
$2,501 - $5,000
1.2
Vanguard 500 Index Admiral Shares (VFIAX)
$250,001 - $500,000
$5,001 - $15,000
2
Brokerage Account #2
2.1
U.S. Money Market Account #1
$50,001 - $100,000
None (or less than $201)
2.2
Alcon Inc
$1,001 - $15,000
None (or less than $201)
2.3
Novartis AG ADR
$50,001 - $100,000
Dividends
$2,501 - $5,000
2.4
Invesco DWA Momentum ETF
$50,001 - $100,000
$201 - $1,000
2.5
Invesco QQQ Trust, Series 1
$15,001 - $50,000
$201 - $1,000
2.6
Invesco S&P 500 Equal Weight E
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
SPDR S&P 500 ETF Trust (SPY), opened cash-secured written put option position: 200 shares, strike $423, exp. 4/2022
01/13/2022
2
Montgomery Cnty Md Go Consolidated Pub Impt Bds issued 8/5/20
Purchase
04/21/2022
$50,001 - $100,000
3
SPDR S&P 500 ETF Trust (SPY), opened cash-secured written put option position: 200 shares, strike $400, exp. 7/2022
04/21/2022
4
SPDR S&P 500 ETF Trust (SPY), closed position for cash-secured written put option (opened on 1/13/22)
04/14/2022
5
SPDR S&P 500 ETF Trust (SPY)
Purchase
07/18/2022
$50,001 - $100,000
6
SPDR S&P 500 ETF Trust (SPY), opened written call option position: 200 shares, strike $400, exp. 10/22
07/18/2022
7
SPDR S&P 500 ETF Trust (SPY), opened written call option position; 200 shares, strike $400, exp. 1/23
10/25/2022
8
T Rowe PriceEmerging Markets Stock Fund (PRMSX)
Purchase
01/25/2022
$1,001 - $15,000
9
Edgewood Growth Fund Institutional Class Shares (EGFIX)
Purchase
01/25/2022
$1,001 - $15,000
10
iShares Russell 1000 Growth ETF (IWF)
Purchase
02/09/2022
$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
Nothing reported in this section

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