Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278E)
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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 Integrity.gov] 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 Integrity.gov] Other review conducted by /s/ Gast, Scott F, Ethics Official [electronically signed on 05/10/2018 by Gast, Scott F in Integrity.gov] 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 Integrity.gov] 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 CITY, STATE ORGANIZATION POSITION HELD FROM TO TYPE 1 Diamond Offshore Drilling Houston, Texas Corporation Board Director 2/2007 4/2018 2 Fox News New York, New Corporation contributor 5/2007 4/2018 York 3 American Enterprise Institute Washington, Non-Profit Senior Fellow 1/2007 4/2018 District of Columbia 4 Eden Springs Barcelona, Corporation Board of 10/2013 7/2016 Outside U.S. Directors 5 Garda World Montreal, Corporation board of 3/2017 4/2018 Outside U.S. directors 6 Rhone Group New York, New Corporation Advisor 9/2013 4/2018 York 7 Gatestone Institute New York, New Non-Profit Chairman of 3/2013 4/2018 York Board and Advisor 8 Hamilton Society Washington, Non-Profit Board of 2/2016 4/2018 District of Directors Columbia 9 Advanced Plasma Technology Mumbai, Corporation Board of 1/2017 1/2018 Outside U.S. Directors 10 Counter Extremism Project New York, New Non-Profit Advisor 9/2015 4/2018 York 11 Kirkland & Ellis Chicago, Illinois Law Firm of Counsel 1/2008 4/2018 12 American Conservative Union Washington, Non-Profit Board Director 12/2006 4/2018 District of Columbia Bolton, John - Page 3 # ORGANIZATION NAME CITY, STATE ORGANIZATION POSITION HELD FROM TO TYPE 13 John Bolton PAC Washington, Political Chairman 3/2013 4/2018 District of Organization Columbia 14 John Bolton Super PAC Washington, Political Chairman 3/2013 4/2018 District of Organization Columbia 15 Foundation for American Security & Washington, Non-Profit Chairman 12/2014 4/2018 Freedom District of Columbia 16 National Review Institute New York, New Non-Profit Member, Board 7/2013 4/2018 York of Trustees 17 Leadership Insitute Arlington, Non-Profit Member, 6/2017 4/2018 Virginia International Advisory Board 2. Filer's Employment Assets & Income and Retirement Accounts Bolton, John - Page 4 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 1 Diamond Offshore Drilling, stock See Endnote N/A Ordinary $19,310 appreciation rights (value not readily income 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 Director fees $81,500 3 Fox News N/A Salary $569,423 Bolton, John - Page 5 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 4 American Enterprise Institute N/A Salary $240,000 5 Garda World (security services, risk N/A Director fees $63,073 assessment) 6 Rhone Group (private equity) N/A Advisory fees $122,600 7 Rhone Group (private equity), advisory fee See Endnote N/A None (or less receivable (value not readily ascertainable) than $201) 8 Gatestone Institute N/A Board and $155,000 advisory fees 9 Counter Extremism Project United N/A Consulting fees $165,000 10 Equivest SEP IRA No 10.1 Charter Multi-Sector Bond Portfolio Yes $100,001 - None (or less $250,000 than $201) 10.2 EQ3 Common Stock Index Yes $100,001 - None (or less $250,000 than $201) 10.3 EQ3 Large Cap Growth Portfolio Yes $1,001 - $15,000 None (or less than $201) 10.4 EQ3 Multimanager Aggressive Equity Yes $250,001 - None (or less Portfolio $500,000 than $201) 10.5 SEP Guaranteed Interest Account (cash N/A $100,001 - None (or less account) $250,000 than $201) 11 Equivest IRA No 11.1 EQ3 Common Stock Index Yes $100,001 - None (or less $250,000 than $201) 11.2 EQ3 Multimanager Aggressive Equity Yes $100,001 - None (or less Portfolio $250,000 than $201) 11.3 EQ3 International Equity Yes $50,001 - None (or less $100,000 than $201) Bolton, John - Page 6 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 12 John R. Bolton Solo DB, defined benefit plan N/A $1,000,001 - None (or less $5,000,000 than $201) 12.1 AXA Growth Strategies Portfolio Yes $1,000,001 - None (or less $5,000,000 than $201) 13 TIAA-CREF Annuity No 13.1 CREF Equity Index Yes $100,001 - None (or less $250,000 than $201) 13.2 CREF Global Equity Yes $15,001 - None (or less $50,000 than $201) 13.3 CREF Growth Yes $50,001 - None (or less $100,000 than $201) 13.4 CREF Stock Yes $100,001 - None (or less $250,000 than $201) 13.5 TIAA Real Estate Yes $15,001 - None (or less $50,000 than $201) 13.6 TIAA Traditional Annuity N/A $15,001 - None (or less $50,000 than $201) 14 TIAA-CREF 403B No 14.1 CREF Equity Index Yes $15,001 - None (or less $50,000 than $201) 14.2 CREF Gobal Equities Yes $50,001 - None (or less $100,000 than $201) 14.3 CREF Growth Yes $50,001 - None (or less $100,000 than $201) 14.4 CREF Stock Yes $100,001 - None (or less $250,000 than $201) 14.5 TIAA Traditional Annuity N/A $15,001 - None (or less $50,000 than $201) Bolton, John - Page 7 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 15 Mass Mutual 403b No 15.1 Vanguard Target Retirement 2015 Yes $100,001 - None (or less $250,000 than $201) 16 U.S. brokerage 16.1 Diamond Drilling stock N/A None (or less Capital Gains $15,001 - than $1,001) $50,000 16.2 U.S. brokerage cash account N/A $15,001 - None (or less $50,000 than $201) 17 American Friends of Magen David Adon - N/A Speaking fee $20,000 3/11/18 18 Jerusalem Chai Dinner - 6/5/2017 N/A Speaking fee $5,000 19 Arizona State U. - 3/16/2017 N/A Speaking fee $25,000 20 Bet El Dinner - 12/3/17 N/A Speaking fee $7,500 21 The Hill - articles published 7/17/17, 8/13/17, N/A Writing fees $12,000 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 N/A Speaking fee $10,000 23 Frager Dinner, Young Israel Chovevi - N/A Speaking fee $2,500 4/13/17 24 Israel Day Dinner - 6/4/17 N/A Speaking fee $5,000 25 Colorado Christian University - 7/21/17 N/A Speaking fee $8,000 26 Coptic Soladarity dinner - 6/16/17 N/A Speaking fee $5,000 27 Daily Telegraph - articles published 1/23/17, N/A Writing fees $1,404 2/14/17, 7/10/17, 12/14/17 28 Endowment for Middle East Truth - 9/11/17, N/A Speaking fees $5,000 1/9/18 Bolton, John - Page 8 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 29 Flagler County Republicans - 11/10/17 N/A Speaking fee $10,000 30 Friends of Israel Defense Forces - 1/7/18 N/A Speaking fee $20,000 31 Globe Events--European Iranian Events - N/A Speaking fee $40,000 7/1/17 32 Guardian of Zion, Rennert Center - 5/29/17 N/A Speaking fee, $100,000 award recipient 33 David Horowitz Freedom Foundation - N/A Speaking fee $10,000 3/8/17 34 Human Rights Voices - 4/28/17, 10/26/17 N/A Speaking fees $7,000 35 Lincoln Club, Coachella, CA - 11/2/17 N/A Speaking fee $20,000 36 National Conference of State Legislatures - N/A Speaking fee $12,500 8/9/17 37 North American Taiwanese Professors N/A Speaking fee $2,000 Association (NATPA) - 8/5/17 38 NEWS UK (Times of London) - articles N/A Writing fees $2,106 published 11/15/16 (paid in 2017), 4/2/17 and 4/2/17 39 Newsmax Media - June issue 2017 N/A Writing fee $2,000 40 NY Post - articles published 4/17/17, N/A Writing fees $1,600 5/22/17, 7/5/17, 9/6/17 41 Pinchuk Foundation, YES Conference - N/A Speaking fees $115,000 9/25/17 and 2/17/18 42 Pope Foundation - 5/12/17 N/A Speaking fee $15,000 43 San Francisco Republicans - 8/17/17 N/A Speaking fee $12,500 44 Skidaway Island Republican Club - 2/19/18 N/A Speaking fee $7,500 45 Smith County Republicans - 1/18/17 and N/A Speaking fees $10,000 3/16/18 Bolton, John - Page 9 # DESCRIPTION EIF VALUE INCOME TYPE INCOME AMOUNT 46 Texas A&M U.