Jonathan Blum
Principal Deputy Commissioner and Chief Operating Officer
Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $7.0 M
Salary
- Unknown
Employment
- Started 06/01/2021
Records
Financial Disclosure Details - OGE Form 278e (05/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Lansing, Michigan | Vice President, Federal Policy and Managing Director, Medicare | 6/2021 | |
2 | New York, New York | Member, Board of Advisors | 5/2021 | |
3 | Silver Spring, Maryland | Vice Chair of the Board | 5/2021 | |
4 | Washington, District of Columbia | Board Member | 5/2021 | |
5 | New York, New York | Board Member | 5/2021 | |
6 | Bethesda, Maryland | Board Member | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Health Management Associates, Inc. (health care consulting) | Salary & Bonus | $885,000 | |
2 | Health Management Associates, Inc. | None (or less than $1,001) | Option Exercise, Ordinary Income | $268,055 |
3 | Stellar Health Group, Inc. (health care technology) | None (or less than $1,001) | Option Exercise, Ordinary Income | $428,900 |
4 | CareMetx, LLC (pharmacy support services to patients) | Director Fees | $65,000 | |
5 | CareMetx, LLC, vested restricted stock units | None (or less than $1,001) | Cash Payment | $452,200 |
6 | Third-party escrow account with SRS Acquiom, Inc. (due to cash payment from vested restricted stock units of CareMetx, LLC) | None (or less than $1,001) | Cash Payment | $6,749 |
7 | Filer's IRA | |||
7.1 | U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
7.2 | iShares MSCI EAFE Small-Cap ETF (SCZ) | $15,001 - $50,000 | None (or less than $201) | |
7.3 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Lansing, Michigan | I exercised my stock options before my June 7, 2021, federal appointment. | 9/2018 | |
2 | Lansing, Michigan | Pursuant to standard employment agreement benefits, this health care insurance plan and its accompanying health savings account expired on June 30, 2021. | 9/2018 | |
3 | Lansing, Michigan | I received my final paycheck from this former employer on June 28, 2021, for my work with the firm through June 4, 2021. | 6/2018 | |
4 | Lansing, Michigan | I no longer retain this 401(k) plan. The plan sponsor did not make further contributions after my separation. | 9/2018 | |
5 | New York, New York | I exercised my stock options before my June 7, 2021, federal appointment. | 9/2018 | |
6 | Denver, Colorado | Escrow account with SRS Acquiom, Inc., was from the cash payment from vested restricted stock units of CareMetx, LLC. Cash was held in escrow for revenue reconciliation and potential liabilities for matters predating the cash payment. I received payments totaling $6,749 from the escrow account. No other payments will be made from this escrow account. | 2/2021 | |
7 | Bethesda, Maryland | See line 6 above. | 2/2021 |
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 | Spouse's IRA | |||
1.1 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | SPDR Russell 1000 Yield Focus ETF (ONEY) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | SPDR Portfolio Emerging Markets ETF (SPEM) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | SPDR S&P 600 Small Cap Value ETF (SLYV) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Hillman Value Fund (HCMAX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | DFA Real Estate Securities Portfolio, Institutional Class (DFREX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Dodge & Cox Income Fund - Class I (DODIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Hartford Schroders International Stock Fund - Class I (SCIEX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $500,001 - $1,000,000 | Interest | $201 - $1,000 |
2 | Maryland College Investment Plan | |||
2.1 | Portfolio 2021 | $250,001 - $500,000 | None (or less than $201) | |
3 | Managed account | |||
3.1 | iShares Core S&P Mid-Cap ETF (IJH) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | iShares MSCI EAFE Small-Cap ETF (SCZ) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | SPDR Russell 1000 Yield Focus ETF (ONEY) | $15,001 - $50,000 | $201 - $1,000 | |
3.4 | SPDR Portfolio Emerging Markets ETF (SPEM) | $15,001 - $50,000 | $201 - $1,000 | |
3.5 | SPDR S&P 600 Small Cap Growth ETF (SLYG) | $50,001 - $100,000 | $201 - $1,000 | |
3.6 | SPDR Portfolio S&P 500 Growth ETF (SPYG) | $250,001 - $500,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Health Management Associates, Inc., 401(k) plan: Eaton Vance Income Fund of Boston - Class R6 (EIBRX) | Sale | 09/01/2021 | $1,001 - $15,000 |
2 | Health Management Associates, Inc., 401(k) plan: PGIM Total Return Bond Fund - Class R6 (PTRQX) | Sale | 09/01/2021 | $1,001 - $15,000 |
3 | Health Management Associates, Inc., 401(k) plan: PIMCO International Bond Fund (U.S. Dollar-Hedged) - Institutional Class (PFORX) | Sale | 09/01/2021 | $1,001 - $15,000 |
4 | Health Management Associates, Inc., 401(k) plan: Vanguard Total Bond Market Index Fund - Admiral Shares (VBTLX) | Sale | 09/01/2021 | $1,001 - $15,000 |
5 | Health Management Associates, Inc., 401(k) plan: Principal LargeCap S&P 500 Index Fund - Class A (PLSAX) | Sale | 09/01/2021 | $1,001 - $15,000 |
6 | Health Management Associates, Inc., 401(k) plan: Vanguard Equity Income Fund - Admiral Shares (VEIRX) | Sale | 09/01/2021 | $1,001 - $15,000 |
7 | Health Management Associates, Inc., 401(k) plan: Columbia Small Cap Growth Fund, Institutional 3 Class (CSGYX) | Sale | 09/01/2021 | $1,001 - $15,000 |
8 | Health Management Associates, Inc., 401(k) plan: Janus Henderson Enterprise Fund - Class N (JDMNX) | Sale | 09/01/2021 | $1,001 - $15,000 |
9 | Health Management Associates, Inc., 401(k) plan: Principal MidCap S&P 400 Index Fund, Class R-2 (PMFNX) | Sale | 09/01/2021 | $1,001 - $15,000 |
10 | Health Management Associates, Inc., 401(k) plan: Principal SmallCap S&P 600 Index Fund - Class R-2 (PSSNX) | Sale | 09/01/2021 | $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 |
|---|---|---|
1 | 3 | Unpaid position. |
1 | 4 | Unpaid position. |
1 | 5 | Unpaid position. |
2 | 7 | The filer's IRA and SEP IRA assets were previously erroneously reported as being held under a single IRA. |
2 | 7.11 | This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report). |
2 | 7.12 | This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report). |
2 | 7.17 | This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report). |
2 | 8 | The filer's IRA and SEP IRA assets were previously erroneously reported as being held under a single IRA. |
2 | 8.3 | This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report). |
5 | 1.1 | This asset was inadvertently not reported in the 2021 new entrant OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report). |
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