Alanna McCargo
Senior Advisor for Housing Finance, Office of the Secretary
Observations
- Millionaire
Estimated Net Worth
- $2.2 M - $4.0 M
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (08/02/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, DC, District of Columbia | Vice President | 1/2021 | |
2 | Washington, District of Columbia | Board Member | 1/2021 | |
3 | Arlington, Virginia | Board Member | 1/2021 | |
4 | Washington, District of Columbia | Advisory Council Member | 12/2020 | |
5 | Washington, District of Columbia | Board Member | 6/2020 | |
6 | Falls Church, Virginia | Trustee | Present | |
7 | Falls Church, Virginia | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Urban Institute | Salary/Bonus, includes Annual Bonus of $2000 | $206,106 | |
2 | Rollover IRA | |||
2.1 | Dodge & Cox Income Fund (DODIX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | T. Rowe Price Retirement 2040 TRRDX | $15,001 - $50,000 | None (or less than $201) | |
2.3 | T. Rowe Price Retirement 2035 TRRJX | $100,001 - $250,000 | None (or less than $201) | |
2.4 | U.S. brokerage account (cash) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | U.S. brokerage account (cash) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | APPL Apple | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Invesco Ultra Short Duration ETF (GSY) | $50,001 - $100,000 | None (or less than $201) | |
2.8 | NIKE, Inc. (NKE) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I intend to rollover my defined contribution plan to an individual retirement account. My former employer no longer makes contributions to the plan. | 6/2016 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington, DC, District of Columbia | Vice President |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | ARServices Limited (Government Contracting Firm)) | Over $1,000,000 | salary | |
2 | Individual Roth IRA | |||
2.1 | Voya Intermediate Bond Fund CI (iicix) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Brown Advisory Small Cap Growth Fund CI | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Brown Advisory Sustainable Growth Fund CI Inst | $1,001 - $15,000 | None (or less than $201) | |
3 | Rollover IRA | |||
3.1 | First American Gov't Obligations Fund | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares TIPS Bond ETF (TIP) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Voya Intermediate Bond CI iicix | $50,001 - $100,000 | None (or less than $201) | |
3.4 | Brown Advisory Small-Cap Growth Fund CI Inv (biasx) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. brokerage account | |||
2.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | Interest | $1,001 - $2,500 |
2.2 | Apple, Inc. (AAPL) | $1,001 - $15,000 | Dividends Capital Gains | $2,501 - $5,000 |
2.3 | Invesco Ultra Short Duration ETF (GSY) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | NIKE, Inc. (NKE) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Starbucks Corp. (SBUX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Two Harbors Investment Corp. (TWO) | None (or less than $1,001) | None (or less than $201) | |
3 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #2 (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Rocket Mortgage | $250,001 - $500,000 | 2020 | 15 yrs |
2 | Caliber Home Loans | $250,001 - $500,000 | 2016 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 2 | Mortgage was paid off during CY 2020 |
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