Jon Kyl 2017-8 Financial Disclosure

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United States Senate
Financial Disclosures
New Filer Report for 09/05/2018
The Honorable Jon Kyl (Kyl, Jon)
 Filed 01/03/2019 @ 8�08 PM
The following statements were checked before filing:
I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief.
I understand that reports cannot be edited once filed. To make corrections, I will submit an eĺecṱřöǹ�c amendment to this report.
I öḿ�ṱṱed assets because they meet the three‑part test for exemption.
Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria
Did any individual or organization pay you or your spouse more than $200 or donate any amount to a charity on your behalf, for an article,
speech, or appearance? No
Part 2. Earned and Non‑Investment Income
Did you or your spouse have reportable earned income or non‑investment income? Yes
Who
Was
# Paid Type Who Paid Amount Paid
1 Self Board National Technology and Engineering Solutions of Sandia, $26,500.00
Compensation LLC
Albuquerque, New Mexico
2 Self Salary Arizona State University (ASU) $128,912.89
Tempe, Arizona
3 Self Salary Covington & Burling, LLP $1,859,852.82
Washington, District of Columbia
Who
Was
4# SPealifd RTeytpireement WWehlols PFaairdgo Advisors (IRA Distribution) $A3m3o,3u6n5t .P0a5id
St. Louis, Missouri
Part 3. Assets
Did you, your spouse, or dependent child own any asset worth more than $1000, have a deposit account with a balance over $5,000, or
receive income of more than $200 from an asset? Yes
Income
Asset Asset Type Owner Value Type Income
1 Wells Fargo Advisors IRA ‑ Retirement Plans Self
Clearbridge Managed IRA
Equities
1.1 ADBE ‑ Adobe Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.2 ALXN ‑ Alexion Corporate Self $1,001 ‑ None, None (or less than $201)
Pharmaceuticals, Inc. Securities $15,000
Stock
1.3 AGN ‑ Allergan plc Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.4 GOOGL ‑ Alphabet Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.5 AMZN ‑ Amazon.com, Inc. Corporate Self $15,001 ‑ None, None (or less than $201)
Securities $50,000
Stock
1.6 AMCX ‑ AMC Networks Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.7 AXP ‑ American Express Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Income
Company Securities $15,000
Asset SAtsoscekt Type Owner Value Type Income
1.8 APC ‑ Anadarko Petroleum Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Corporation Securities $15,000
Stock
1.9 BUD ‑ Anheuser‑Busch InBev Corporate Self $1,001 ‑ Dividends, None (or less than $201)
SA/NV Securities $15,000
Stock
1.10 AAPL ‑ Apple Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.11 ADSK ‑ Autodesk, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.12 BIIB ‑ Biogen Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.13 BLK ‑ BlackRock, Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.14 AVGO ‑ Broadcom Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.15 CAT ‑ Caterpillar Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.16 CELG ‑ Celgene Corporation Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.17 CMG ‑ Chipotle Mexican Grill, Corporate Self $1,001 ‑ None, None (or less than $201)
Inc. Securities $15,000
Stock
1.18 CTXS‑Citrix Systems, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.19 KO ‑ The Coca‑Cola Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Income
Company Securities $15,000
Asset SAtsoscekt Type Owner Value Type Income
1.20 CMCSA ‑ Comcast Corporate Self $1,001 ‑ Dividends, $201 ‑ $1,000
Corporation Securities $15,000
Stock
1.21 COST ‑ Costco Wholesale Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Corporation Securities $15,000
Stock
1.22 CREE‑Cree, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.23 XRAY ‑ DENTSPLY SIRONA Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Inc. Securities $15,000
Stock
1.24 DISCA ‑ Discovery, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.25 DIS ‑ The Walt Disney Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Company Securities $15,000
Stock
1.26 DLB ‑ Dolby Laboratories, Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Inc. Securities $15,000
Stock
1.27 ECL ‑ Ecolab Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.28 FB ‑ Facebook, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.29 FLR ‑ Fluor Corporation Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.30 FCX ‑ Freeport‑McMoRan Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Inc. Securities $15,000
Stock
1.31 GWW ‑ W.W. Grainger, Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Income
Securities $15,000
Asset SAtsoscekt Type Owner Value Type Income
1.32 HD ‑ The Home Depot, Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.33 HON ‑ Honeywell Corporate Self $1,001 ‑ Dividends, None (or less than $201)
International Inc. Securities $15,000
Stock
1.34 IONS ‑ Ionis Corporate Self $1,001 ‑ None, None (or less than $201)
Pharmaceuticals, Inc. Securities $15,000
Stock
1.35 JNJ ‑ Johnson & Johnson Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.36 JCI ‑ Johnson Controls Corporate Self $1,001 ‑ Dividends, None (or less than $201)
International plc Securities $15,000
Stock
1.37 LSXMK‑The Liberty SiriusXM Corporate Self $1,001 ‑ None, None (or less than $201)
Group Securities $15,000
Stock
1.38 LLL ‑ L3 Technologies, Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.39 MKC ‑ McCormick & Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Company, Incorporated Securities $15,000
Stock
1.40 MDT ‑ Medtronic plc Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.41 MSFT ‑ Microsoft Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Corporation Securities $15,000
Stock
1.42 NUAN‑Nuance Corporate Self $1,001 ‑ None, None (or less than $201)
Communications, Inc. Securities $15,000
Stock
1.43 NUE ‑ Nucor Corporation Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Income
Securities $15,000
Asset SAtsoscekt Type Owner Value Type Income
1.44 ORCL ‑ Oracle Corporation Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.45 PANW ‑ Palo Alto Networks, Corporate Self $1,001 ‑ None, None (or less than $201)
Inc. Securities $15,000
Stock
1.46 PYPL ‑ PayPal Holdings, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.47 PXD ‑ Pioneer Natural Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Resources Company Securities $15,000
Stock
1.48 PX ‑ Praxair, Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.49 QCOM ‑ QUALCOMM Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Incorporated Securities $15,000
Stock
1.50 QRTEA ‑ Qurate Retail, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.51 RHT ‑ Red Hat, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.52 REGN ‑ Regeneron Corporate Self $1,001 ‑ None, None (or less than $201)
Pharmaceuticals, Inc. Securities $15,000
Stock
1.53 SLB‑Schlumberger Limited Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.54 SCHW ‑ The Charles Schwab Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Corporation Securities $15,000
Stock
1.55 STX ‑ Seagate Technology Corporate Self $1,001 ‑ Dividends, $201 ‑ $1,000
Income
plc Securities $15,000
Asset SAtsoscekt Type Owner Value Type Income
1.56 SPLK ‑ Splunk Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.57 TEL ‑ TE Connectivity Ltd. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.58 TXN ‑ Texas Instruments Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Incorporated Securities $15,000
Stock
1.59 TMO ‑ Thermo Fisher Corporate Self $1,001 ‑ None, None (or less than $201)
Scientific Inc. Securities $15,000 Dividends,
Stock
1.60 TWTR ‑ Twitter, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.61 UPS ‑ United Parcel Service, Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Inc. Securities $15,000
Stock
1.62 UNH ‑ UnitedHealth Group Corporate Self $15,001 ‑ Dividends, $201 ‑ $1,000
Incorporated Securities $50,000
Stock
1.63 VRTX ‑ Vertex Corporate Self $1,001 ‑ None, None (or less than $201)
Pharmaceuticals Securities $15,000
Incorporated Stock
1.64 V ‑ Visa Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.65 VMW ‑ VMware, Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.66 WFT ‑ Weatherford Corporate Self $1,001 ‑ None, None (or less than $201)
International plc Securities $15,000
Stock
1.67 YUMC ‑ Yum China Holdings, Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Income
Inc. Securities $15,000
Asset SAtsoscekt Type Owner Value Type Income
1.68 Wells Fargo Bank, N.A. Bank Deposit Self $1,001 ‑ Interest, None (or less than $201)
(San Francisco, CA) $15,000
Tỳṗe› Brokerage Sweep
Account,
1.69 AKAM ‑ Akamai Corporate Self $1,001 ‑ None, None (or less than $201)
Technologies, Inc. Securities $15,000
Stock
1.70 GOOG ‑ Alphabet Inc. Corporate Self $1,001 ‑ None, None (or less than $201)
Securities $15,000
Stock
1.71 EQIX ‑ Equinix, Inc. (REIT) Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
1.72 WDC ‑ Western Digital Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Corporation Securities $15,000
Stock
1.73 ZTS ‑ Zoetis Inc. Corporate Self $1,001 ‑ Dividends, None (or less than $201)
Securities $15,000
Stock
2 Charles Schwab 401K Retirement Plans Self
Defined
Contribution
Pension Plan
2.1 The Schwab Managed Mutual Funds Self $250,001 None, None (or less than $201)
Retirement Trust 2010 ‑ Mutual Fund ‑
Class V $500,000
3 Bank of America Bank Deposit Joint $250,001 Interest, $201 ‑ $1,000
(Phoenix, Arizona) ‑
Tỳṗe› Savings, $500,000
4 Bank of America Bank Deposit Joint $100,001 Interest, None (or less than $201)
(Arlington, Virginia) ‑
Tỳṗe› Checking, $250,000
5 Wells Fargo Advisors (IRA) Retirement Plans Self
IRA
5.1 CVTCX‑Calamos Growth & Mutual Funds Self $50,001 ‑ None, None (or less than $201)
Income C Mutual Fund $100,000 Income
Asset Asset Type Owner Value Type Income
5.2 FNICX‑Fidelity Advisor New Mutual Funds Self $100,001 None, None (or less than $201)
Insights C Mutual Fund ‑
$250,000
5.3 IGNCX‑Ivy Natural Resources Mutual Funds Self $15,001 ‑ None, None (or less than $201)
C Mutual Fund $50,000
5.4 WSTCX‑Ivy Science And Mutual Funds Self $50,001 ‑ None, None (or less than $201)
Technology C Mutual Fund $100,000
5.5 SLMCX‑Columbia Seligman Mutual Funds Self $1,001 ‑ None, None (or less than $201)
Comms & Info A Mutual Fund $15,000
5.6 SCICX‑Columbia Seligman Mutual Funds Self $1,001 ‑ None, None (or less than $201)
Comms & Info C Mutual Fund $15,000
5.7 PNRCX‑PGIM Jennison Mutual Funds Self $15,001 ‑ None, None (or less than $201)
Natural Resources C Mutual Fund $50,000
6 Wells Fargo Advisors ‑ Kyl Trust Joint
Family Revocable Trust General Trust
(Account #1)
6.1 Wells Fargo Bank Deposit Joint None (or Interest, None (or less than $201)
(San Francisco, CA) less than
Tỳṗe› Brokerage Sweep $1,001)
Account,
6.2 WLTAX ‑ Ivy Limited‑Term Mutual Funds Joint $100,001 Interest, $2,501 ‑ $5,000
Bond A Mutual Fund ‑
$250,000
6.3 MDLOX ‑ BlackRock Global Mutual Funds Joint $250,001 Dividends, $15,001 ‑ $50,000
Allocation Inv A Mutual Fund ‑ Capital
$500,000 Gains,
6.4 SLMCX‑Columbia Seligman Mutual Funds Joint $15,001 ‑ Dividends, $1,001 ‑ $2,500
Comms & Info A Mutual Fund $50,000 Capital
Gains,
6.5 SHGTX ‑ Columbia Seligman Mutual Funds Joint $15,001 ‑ Dividends, $1,001 ‑ $2,500
Global Tech A Mutual Fund $50,000 Capital
Gains,
6.6 EAAFX ‑ Wells Fargo Asset Mutual Funds Joint $250,001 Dividends, $5,001 ‑ $15,000
Allocation A Mutual Fund ‑ CInacpoitmael
Asset Asset Type Owner Value Type Income
$500,000 Gains,
6.7 IGNCX ‑ Ivy Natural Mutual Funds Joint $15,001 ‑ Dividends, None (or less than $201)
Resources C Mutual Fund $50,000 Capital
Gains,
6.8 SCICX ‑ Columbia Seligman Mutual Funds Joint $50,001 ‑ Dividends, $5,001 ‑ $15,000
Comms & Info C Mutual Fund $100,000 Capital
Gains,
7 Wells Fargo Advisors ‑ Kyl Trust Joint
Family Revocable Trust General Trust
(Account #2)
7.1 Phoenix AZ General Government Joint $15,001 ‑ Interest, $1,001 ‑ $2,500
Obligation Securities $50,000
Raṱe–Cöùṗöǹ› 5% Municipal
Maṱùřeš› 07/01/23 Security
7.2 Maricopa county AZ School Government Joint $15,001 ‑ Interest, $1,001 ‑ $2,500
Deer Valley General Securities $50,000
Obligation Municipal
Raṱe–Cöùṗöǹ› 2.75% Security
Maṱùřeš› 07/01/2025
7.3 Tempe AZ General Obligation Government Joint $15,001 ‑ Interest, $1,001 ‑ $2,500
Raṱe–Cöùṗöǹ› 3% Securities $50,000
Maṱùřeš› 07/01/2026 Municipal
Security
7.4 Maricopa County School Government Joint $15,001 ‑ Interest, $1,001 ‑ $2,500
Mesa General Obligation Securities $50,000
Raṱe–Cöùṗöǹ› 3% Municipal
Maṱùřeš› 07/01/2024 Security
7.5 US Treasury Notes (Coupon: Government Joint $15,001 ‑ Interest, $201 ‑ $1,000
1.25%; Due: 01/31/2019) Securities $50,000
Raṱe–Cöùṗöǹ› None US
Maṱùřeš› None Treasury/Agency
Security