David Apol
Office of Government Ethics (OGE)
General Counsel
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $21.8 M - $81.1 M
Salary
  • salary
    Unknown
Records

Financial Disclosure Details - OGE Form 278e (05/15/2023)

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
Morgan Stanley Account (IRA)
$50,001 - $100,000
$201 - $1,000
1.1
Invesco Diversified Dividend A (LCEAX)
$15,001 - $50,000
None (or less than $201)
1.2
Invesco Global Core Equity (AWSAX)
$1,001 - $15,000
None (or less than $201)
1.3
Putnam Voyager (PVOMX)
$15,001 - $50,000
None (or less than $201)
1.4
Morgan Stanley Cash Acct.
None (or less than $1,001)
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
Apple 401k
1.1
BlackRock LifePath 2020 Investor A
$100,001 - $250,000
None (or less than $201)
1.2
Fidelity Contra Fund
$250,001 - $500,000
None (or less than $201)
1.3
Vanguard Extended Market Index Fund
$50,001 - $100,000
None (or less than $201)
1.4
Braillie Grifford International Alpha CIT
$50,001 - $100,000
None (or less than $201)
2
IRA
Interest
$5,001 - $15,000
2.1
Deer Park Total Return (DPFNX)
$15,001 - $50,000
None (or less than $201)
2.2
US Cash Reserve Account
$50,001 - $100,000
None (or less than $201)
2.3
ALGER FOCUS EQUITY CL Z (ALZFX)
$15,001 - $50,000
None (or less than $201)
2.4
WCM FOCUSED INTL GROWTH FUND INSTL (WCMIX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Managed Equity Account
$5,000,001 - $25,000,000
Dividends Capital Gains Interest
$100,001 - $1,000,000
1.1
Sterling Capital Equity Income (BEGIX)
$1,000,001 - $5,000,000
$100,001 - $1,000,000
1.2
Barron Real Estate Fund (BREIX)
$250,001 - $500,000
$5,001 - $15,000
1.3
Cambair Opportunity Investor (CAMWX)
$1,000,001 - $5,000,000
$50,001 - $100,000
1.4
Diamond Hill Long/Short Fund DHLSX)
$500,001 - $1,000,000
$15,001 - $50,000
1.5
ISHARES MSCI Emerging Mkts (EEM)
$500,001 - $1,000,000
$5,001 - $15,000
1.6
iShares MSCI EAFE Index (EFA)
$1,000,001 - $5,000,000
$15,001 - $50,000
1.7
Goldman Sachs High Yd Muni (GHYIX)
$250,001 - $500,000
None (or less than $201)
1.8
ISHARES Cohen & Steers REIT (ICF)
$500,001 - $1,000,000
$15,001 - $50,000
1.9
IShares Core S & P Mid Cap (IJH)
$500,001 - $1,000,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
02/08/2022 FAIRFAX CNTY VA PUB IMPT BDS SER. 2022A 04.00000% 10/01/2032
Purchase
01/20/2022
$100,001 - $250,000
2
CONNECTICUT ST GO BDS SER. 2019 A 05.00000% 04/15/2024
Sale
03/28/2022
$50,001 - $100,000
3
TYLER TEX INDPT SCH DIST ULTD TAX SCH 05.00000% 02/15/2023 BLDG BDS SER. 2017
Sale
03/25/2022
$50,001 - $100,000
4
VIRGINIA BEACH VA WTR & SWR REV SYS 05.00000% 10/01/2028 REF BDS SER. 2020 B
Purchase
03/25/2022
$50,001 - $100,000
5
VIRGINIA ST PUB SCH AUTH SCH FING SCH 05.00000% 08/01/2023 FING REF BDS 1997 RESOLUTION SER.2015A
Sale
03/25/2022
$50,001 - $100,000
6
NEW YORK N Y CITY TRANSITIONAL FIN 05.00000% 11/01/2032 AUTH REV FUTURE TAX SECURED SUB BDS SER. FISCAL 2021 F-1
Purchase
03/22/2022
$100,001 - $250,000
7
FAIRFAX CNTY VA ECONOMIC DEV AUTH 05.00000% 06/01/2024 REV REV REF BDS LAUREL HILL PUB FAC PROJ LAUREL HILL PUB
Sale
03/21/2022
$15,001 - $50,000
8
VIRGINIA ST RES AUTH INFRASTRUCTURE REV 05.00000% 11/01/2022 REV BDS SER. 2013A
Sale
03/21/2022
$50,001 - $100,000
9
VIRGINIA COLLEGE BLDG AUTH VA EDL 05.00000% 02/01/2029 FACS REV 21ST CENTY COLLEGE & EQUIP PROG REF BDS SER. 2019 C
Purchase
03/18/2022
$100,001 - $250,000
10
CONNECTICUT ST SPL TAX OBLIG REV SPL 05.00000% 08/01/2023 TAX OBLIG BDS SER. A
Sale
03/16/2022
$100,001 - $250,000

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
6
2.29
Purchase reported on last year's report. Inadvertently left off Sch. 6.
6
2.36
Purchase reported on last year's report. Inadvertently left off Sch. 6.
6
2.43
Purchase reported on last year's report. Inadvertently left off Sch. 6.
6
8
previously called Deutshe Global Int'l

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