Joint Committee on Taxation - Personal Financial Disclosures
Reports are organized by filing date. For example, a report filed in 2007 covering the 2006 year is listed as a 2007 report.
Congressional Staff's Financial Disclosure:
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Holtmann, Thomas P. (Tom)
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2021: Termination
- 2020: Annual, Extension Letter
- 2018: Annual
- 2017: Annual
- 2016: Annual
- 2015: Annual
- 2014: Annual
- 2013: Annual
- 2012: Annual
- 2011: Annual
- 2010: Annual
- 2009: Annual
- 2008: Annual, Annual (Amendment)
- 2007: Annual, Annual (Amendment)
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Houser, Melani Marylise
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2023: Annual
- 2022: Annual
- 2021: Annual, Extension Letter
- 2020: Annual, Extension Letter
- 2019: Annual
- 2018: Annual
- 2017: Annual
- 2016: Annual
- 2015: Annual
- 2014: Annual
- 2013: Annual
- 2012: Annual
- 2011: Annual
- 2010: Annual
- 2009: Annual
- 2008: Annual
- 2007: Annual
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James, Deirdre A.
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2023: Annual
- 2022: Annual
- 2021: Annual
- 2020: Extension Letter
- 2019: Annual
- 2018: Annual
- 2017: Annual
- 2016: Annual
- 2015: Annual
- 2014: Annual
- 2013: Annual
- 2012: Annual
- 2011: Annual
- 2010: Annual
- 2009: Annual
- 2008: Annual
- 2007: Annual, Annual (Amendment)
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Jedlicka, Damion
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2023: Extension Letter
- 2022: Annual, Extension Letter
- 2021: Annual, Extension Letter
- 2020: Annual, Annual, Extension Letter
- 2018: Annual
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Jeremias, Ronald A.
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2008: Termination
- 2007: Annual
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Jones, Stephanie Noel
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2014: Termination, Termination (Amendment)
- 2013: Annual
- 2012: Annual
- 2011: New Hire
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Kleinbard, Edward David (Ed)
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2009: Annual, Termination
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Koenig, Gary
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2008: Annual, Termination
- 2007: Annual
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Koerner, Thomas F.
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2007: Termination
- 2006: Annual
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Kwak, Sally
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2023: Annual
- 2022: Annual
- 2021: Annual, Extension Letter
- 2020: Annual, Extension Letter
- 2019: Annual
- 2018: Annual
- 2017: Annual
- 2016: Annual
- 2015: Annual, Annual
- 2014: Annual
- 2013: Annual
- 2012: Annual, Annual (Amendment)
- 2011: New Hire
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Lafuente, Cynthia B. (Cyndi)
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2011: Termination
- 2010: Annual, Annual (Amendment)
- 2009: Annual
- 2008: New Hire
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Lai, Andrew E.
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2023: Annual, Stock transaction (06/06/2023)
- 2021: Annual, Extension Letter, Stock transaction (12/16/2021), Stock transaction (01/19/2021), Stock transaction (01/13/2021)
- 2020: Annual
- 2019: New Hire
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Landefeld, Paul S.
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2022: Stock transaction (05/16/2022)
- 2021: Annual, Extension Letter
- 2020: Annual, Extension Letter
- 2019: Annual, Extension Letter
- 2017: Annual
- 2016: Annual
- 2013: Annual
- 2012: New Hire, New Hire
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LeCates, Joseph R. (Joe)
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2022: Annual
- 2021: Annual, Extension Letter
- 2019: Annual
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Lenter, David Louis
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2021: Annual, Extension Letter
- 2019: Termination, Extension Letter
- 2018: Annual, Extension Letter, Stock transaction (02/04/2018)
- 2017: Annual, Extension Letter
- 2016: Annual, Stock transaction (05/24/2016)
- 2015: Annual, Extension Letter
- 2014: Extension Letter, Stock transaction (01/29/2015)
- 2013: Annual, Stock transaction (04/29/2013)
- 2012: Annual, Stock transaction (12/20/2012)
- 2011: New Hire
- 2010: Termination
- 2009: Annual
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Levingston, Kevin
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2011: Annual, Termination
- 2010: Annual, Annual (Amendment)
- 2009: New Hire
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Levy, Rachel Leiser
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2012: Termination
- 2011: Annual
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Littman, Allen J.
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2008: Annual, Termination
- 2007: Annual, Annual (Amendment)
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Lue, Bert D.
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2022: Stock transaction (01/18/2022)
- 2021: Annual, Extension Letter
- 2020: Annual, Extension Letter, Stock transaction (03/04/2020)
- 2019: Annual
- 2018: Annual, Annual (Amendment), Stock transaction (06/30/2018)
- 2017: Annual
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Mackie, Kathleen Toma
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2022: Annual, Extension Letter
- 2021: Annual, Extension Letter
- 2020: Annual
- 2018: Annual, Extension Letter
- 2015: Annual
- 2013: Annual
- 2012: Annual
- 2011: Annual
- 2010: Annual
- 2009: Annual
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Margelefsky, Ross D.
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2023: Termination
- 2022: Annual
- 2021: Annual, Extension Letter
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Marshall, Julie
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2012: Annual, Termination
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McDermott, Patricia Marie (Trish)
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2018: Annual, Termination, Extension Letter
- 2015: Stock transaction (02/10/2015)
- 2014: Extension Letter, Stock transaction (07/28/2014), Stock transaction (02/03/2014)
- 2013: Annual, Stock transaction (07/31/2013), Stock transaction (01/31/2013)
- 2012: Annual
- 2011: New Hire
- 2007: Termination
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McGuire, James C. (Jamie)
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2022: Annual, Extension Letter
- 2021: Annual, Extension Letter
- 2020: Annual, Extension Letter
- 2019: Annual
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McLaughlin, Paul Murphy
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2020: Extension Letter
- 2019: Annual
- 2018: Annual, Annual (Amendment)
- 2017: New Hire
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McMahon, Emily S.
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2009: Annual
- 2008: New Hire
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Means, Kristine M.
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Migdail, Rhonda G.
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2023: Extension Letter
- 2022: Extension Letter
- 2021: Extension Letter
- 2020: Extension Letter
- 2019: Annual, Extension Letter
- 2018: New Hire
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Misra, Sanjay P.
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2022: Annual
- 2021: Annual, Extension Letter
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Mix, Phoebe
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Moomau, Pamela Hooper
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2018: Annual
- 2015: Annual
- 2013: Annual, Stock transaction (06/05/2013)
- 2011: Annual
- 2010: Annual, Annual (Amendment)
- 2009: Annual
- 2008: Annual, Extension Letter
- 2007: Annual, Annual (Amendment)
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Moore, Anne Barrett
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2011: New Hire
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Moore, Rachel
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2022: Annual
- 2021: Annual, Extension Letter
- 2020: Extension Letter
- 2019: Annual
- 2018: Annual
- 2013: Annual
- 2012: Stock transaction (09/21/2012), Stock transaction (Amendment) (02/04/2013), Stock transaction (Amendment) (02/04/2013)
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Mortenson, Jacob A. (Jake)
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2023: Extension Letter
- 2021: New Hire
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Muma, Matthew W.
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2023: Annual, Stock transaction (06/26/2023)
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Munday, J. Merrick
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2020: Extension Letter
- 2018: Annual
- 2015: Annual
- 2013: Annual
- 2011: Annual
- 2010: Annual
- 2009: Annual
- 2008: Annual
- 2007: Annual
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Murthy, Veena K.
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2019: Annual, Termination
- 2018: Annual
- 2017: Annual (Amendment), New Hire
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Nash, Patrick M.
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2012: Annual, Annual (Amendment), Termination
- 2011: Annual
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Navratil, John Francis
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2015: Annual
- 2013: Annual
- 2012: Annual
- 2011: Annual
- 2010: Annual
- 2009: Annual
- 2008: Annual
- 2007: Annual
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Nega, Joseph Walter (Joe)
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2013: Annual, Annual
- 2012: Annual
- 2011: Annual
- 2010: Annual, Annual (Amendment)
- 2009: Annual
- 2008: Annual
- 2007: Annual
