Executive Branch Personnel Public Financial Disclosure ...

[Pages:41]New Entrant Report | U.S. Office of Government Ethics; 5 C.F.R. part 2634 | Form Approved: OMB No. (3209-0001) (January 2018)

Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e)

Filer's Information

Bolton, John Assistant to the President, National Security Advisor, White House Date of Appointment: 04/09/2018 Other Federal Government Positions Held During the Preceding 12 Months: None

Electronic Signature - I certify that the statements I have made in this form are true, complete and correct to the best of my knowledge. /s/ Bolton, John R [electronically signed on 05/01/2018 by Bolton, John R in ]

Agency Ethics Official's Opinion - On the basis of information contained in this report, I conclude that the filer is in compliance with applicable laws and regulations (subject to any comments below). /s/ Passantino, Stefan, Certifying Official [electronically signed on 05/16/2018 by Passantino, Stefan in ]

Other review conducted by /s/ Gast, Scott F, Ethics Official [electronically signed on 05/10/2018 by Gast, Scott F in ]

U.S. Office of Government Ethics Certification

Bolton, John - Page 1

/s/ Apol, David, Certifying Official [electronically signed on 07/10/2018 by Apol, David in ] Data Revised 06/18/2018 Data Revised 06/12/2018 Data Revised 06/11/2018 Data Revised 06/08/2018 Data Revised 06/04/2018 Data Revised 05/31/2018 Data Revised 05/30/2018 Data Revised 05/29/2018 Data Revised 05/01/2018

Bolton, John - Page 2

1. Filer's Positions Held Outside United States Government

#

ORGANIZATION NAME

1

Diamond Offshore Drilling

2

Fox News

3

American Enterprise Institute

4

Eden Springs

5

Garda World

6

Rhone Group

7

Gatestone Institute

8

Hamilton Society

9

Advanced Plasma Technology

10

Counter Extremism Project

11

Kirkland & Ellis

12

American Conservative Union

CITY, STATE

Houston, Texas

New York, New York

Washington, District of Columbia

Barcelona, Outside U.S.

Montreal, Outside U.S.

New York, New York

New York, New York

Washington, District of Columbia

Mumbai, Outside U.S.

New York, New York

Chicago, Illinois

Washington, District of Columbia

ORGANIZATION POSITION HELD FROM TYPE

Corporation

Board Director 2/2007

Corporation

contributor

5/2007

Non-Profit

Senior Fellow 1/2007

Corporation Corporation Corporation Non-Profit

Non-Profit

Corporation Non-Profit Law Firm Non-Profit

Board of Directors

board of directors

Advisor

10/2013 3/2017 9/2013

Chairman of Board and Advisor

Board of Directors

3/2013 2/2016

Board of Directors

Advisor

1/2017 9/2015

of Counsel Board Director

1/2008 12/2006

TO 4/2018 4/2018 4/2018

7/2016 4/2018 4/2018 4/2018

4/2018

1/2018 4/2018 4/2018 4/2018

Bolton, John - Page 3

#

ORGANIZATION NAME

13

John Bolton PAC

14

John Bolton Super PAC

15

Foundation for American Security &

Freedom

16

National Review Institute

17

Leadership Insitute

CITY, STATE

Washington, District of Columbia

Washington, District of Columbia

Washington, District of Columbia

New York, New York

Arlington, Virginia

ORGANIZATION POSITION HELD FROM TYPE

Political Organization

Chairman

3/2013

Political Organization

Chairman

3/2013

Non-Profit

Chairman

12/2014

Non-Profit Non-Profit

Member, Board 7/2013 of Trustees

Member, International Advisory Board

6/2017

2. Filer's Employment Assets & Income and Retirement Accounts

TO 4/2018 4/2018 4/2018 4/2018 4/2018

Bolton, John - Page 4

#

DESCRIPTION

EIF

1

Diamond Offshore Drilling, stock

See Endnote

N/A

appreciation rights (value not readily

ascertainable): 500 vested shares, grant

$140.54, exp. 7/2018; 500 vested shares,

grant $103.02, exp. 10/2018; 500 vested

shares, grant $64.51, exp. 4/2019; 500

vested shares, grant $83.57, exp. 7/2019;

500 vested shares, grant $95.61, exp.

10/2019; 500 vested shares, grant $99.16,

exp. 1/2020; 500 vested shares, grant

$87.65, exp. 4/2020; 500 vested shares,

grant $61.79, exp. 7/2020; 500 vested

shares, grant $68.52, exp. 10/2020; 500

vested shares, grant $66.38, exp. 1/2021;

500 vested shares, grant $78.90, exp.

4/2021; 500 vested shares, grant $70.38,

exp. 7/2021; 500 vested shares, grant

$55.64, exp. 10/2021; 1000 vested shares,

grant $55.72, exp. 1/2022; 1000 vested

shares, grant $66.68, exp. 4/2022; 1000

vested shares, grant $59.19, exp. 7/2022;

1000 vested shares, grant $66.04, exp.

10/2022; 1000 vested shares, grant $67.47,

exp. 1/2023; 1000 vested shares, grant

$69.71, exp. 4/2023; 1000 vested shares,

grant $68.62, exp. 7/2023; 1000 vested

shares, grant $62.31, exp. 10/2023; 1000

vested shares, grant $56.55, exp. 1/2024;

1000 vested shares, grant $48.36, exp.

4/2024; 1000 vested shares, grant $49.57,

exp. 7/2024; 1000 vested shares, grant

$34.54, exp. 10/2024; 1000 vested shares,

grant $37.16, exp. 1/2025; 1000 vested

shares, grant $26.69, exp. 4/2025; 1000

vested shares, grant $25.88, exp. 7/2025;

1000 vested shares, grant $20.93, exp.

1/2026; 1000 vested shares, grant $21.54,

exp. 4/2026; 1000 vested shares, grant

$24.02, exp. 7/2026.

2

Diamond Offshore Drilling

N/A

3

Fox News

N/A

VALUE

INCOME TYPE

Ordinary income

INCOME AMOUNT

$19,310

Director fees Salary

$81,500 $569,423

Bolton, John - Page 5

#

DESCRIPTION

EIF

4

American Enterprise Institute

N/A

5

Garda World (security services, risk

N/A

assessment)

6

Rhone Group (private equity)

N/A

7

Rhone Group (private equity), advisory fee See Endnote

N/A

receivable (value not readily ascertainable)

8

Gatestone Institute

N/A

9

Counter Extremism Project United

N/A

10

Equivest SEP IRA

No

10.1 Charter Multi-Sector Bond Portfolio

Yes

10.2 EQ3 Common Stock Index

Yes

10.3 EQ3 Large Cap Growth Portfolio

Yes

10.4 EQ3 Multimanager Aggressive Equity

Yes

Portfolio

10.5 SEP Guaranteed Interest Account (cash

N/A

account)

11

Equivest IRA

No

11.1 EQ3 Common Stock Index

Yes

11.2 EQ3 Multimanager Aggressive Equity

Yes

Portfolio

11.3 EQ3 International Equity

Yes

VALUE

INCOME TYPE

Salary Director fees

INCOME AMOUNT

$240,000

$63,073

Advisory fees

Board and advisory fees Consulting fees

$122,600 None (or less than $201) $155,000

$165,000

$100,001 $250,000

$100,001 $250,000

$1,001 - $15,000

$250,001 $500,000

$100,001 $250,000

None (or less than $201)

None (or less than $201)

None (or less than $201)

None (or less than $201)

None (or less than $201)

$100,001 $250,000

$100,001 $250,000

$50,001 $100,000

None (or less than $201)

None (or less than $201)

None (or less than $201)

Bolton, John - Page 6

#

DESCRIPTION

12

John R. Bolton Solo DB, defined benefit plan

12.1 AXA Growth Strategies Portfolio

13

TIAA-CREF Annuity

13.1 CREF Equity Index

13.2 CREF Global Equity

13.3 CREF Growth

13.4 CREF Stock

13.5 TIAA Real Estate

13.6 TIAA Traditional Annuity

14

TIAA-CREF 403B

14.1 CREF Equity Index

14.2 CREF Gobal Equities

14.3 CREF Growth

14.4 CREF Stock

14.5 TIAA Traditional Annuity

EIF

VALUE

INCOME TYPE INCOME

AMOUNT

N/A

$1,000,001 -

$5,000,000

None (or less than $201)

Yes

$1,000,001 -

$5,000,000

None (or less than $201)

No

Yes

$100,001 -

$250,000

None (or less than $201)

Yes

$15,001 -

$50,000

None (or less than $201)

Yes

$50,001 -

$100,000

None (or less than $201)

Yes

$100,001 -

$250,000

None (or less than $201)

Yes

$15,001 -

$50,000

None (or less than $201)

N/A

$15,001 -

$50,000

None (or less than $201)

No

Yes

$15,001 -

$50,000

None (or less than $201)

Yes

$50,001 -

$100,000

None (or less than $201)

Yes

$50,001 -

$100,000

None (or less than $201)

Yes

$100,001 -

$250,000

None (or less than $201)

N/A

$15,001 -

$50,000

None (or less than $201)

Bolton, John - Page 7

#

DESCRIPTION

15

Mass Mutual 403b

15.1 Vanguard Target Retirement 2015

16

U.S. brokerage

16.1 Diamond Drilling stock

16.2 U.S. brokerage cash account

17

American Friends of Magen David Adon -

3/11/18

18

Jerusalem Chai Dinner - 6/5/2017

19

Arizona State U. - 3/16/2017

20

Bet El Dinner - 12/3/17

21

The Hill - articles published 7/17/17, 8/13/17,

8/20/17, 9/11/17, 10/9/17,

10/23/17,11/15/17, 12/28/17, 12/29/17,

1/2/18, 1/24/18, 1/31/18

22

Charles Taylor Dinner - 12/16/17

23

Frager Dinner, Young Israel Chovevi -

4/13/17

24

Israel Day Dinner - 6/4/17

25

Colorado Christian University - 7/21/17

26

Coptic Soladarity dinner - 6/16/17

27

Daily Telegraph - articles published 1/23/17,

2/14/17, 7/10/17, 12/14/17

28

Endowment for Middle East Truth - 9/11/17,

1/9/18

EIF

VALUE

INCOME TYPE INCOME

AMOUNT

No

Yes

$100,001 -

$250,000

None (or less than $201)

N/A

None (or less

Capital Gains

$15,001 -

than $1,001)

$50,000

N/A

$15,001 -

$50,000

None (or less than $201)

N/A

Speaking fee

$20,000

N/A

Speaking fee

$5,000

N/A

Speaking fee

$25,000

N/A

Speaking fee

$7,500

N/A

Writing fees

$12,000

N/A

Speaking fee

$10,000

N/A

Speaking fee

$2,500

N/A

Speaking fee

$5,000

N/A

Speaking fee

$8,000

N/A

Speaking fee

$5,000

N/A

Writing fees

$1,404

N/A

Speaking fees $5,000

Bolton, John - Page 8

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