Alexander J. Pascal
Special Assistant to the President and Senior Policy Advisor (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.1 M - $4.8 M
Salary
  • salary
    $110 K
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (04/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Advisor
1/2021
2
Washington, District of Columbia
Non Resident Scholar
1/2021
3
New York City, New York
Adjunct Lecturer
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA#1
1.1
Artisan Global Opportunities Fund Investor Class (ARTRX)
$15,001 - $50,000
None (or less than $201)
1.2
Oakmark Global Select Fund Investor Class (OAKWX)
$15,001 - $50,000
None (or less than $201)
1.3
Phaeacian Accent International Value Fund Institutional Class Shares (PPIVX)
$15,001 - $50,000
None (or less than $201)
1.4
Vulcan Value Partners Fund (VVPLX)
$15,001 - $50,000
None (or less than $201)
1.5
Walthausen Small Cap Value Fund (WSCVX)
$1,001 - $15,000
None (or less than $201)
1.6
Weitz Short Duration Income Fund Investor Class (WSHNX)
$1,001 - $15,000
None (or less than $201)
2
America Achieves
Consulting fees
$22,800

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Leading Edge Alliance, Inc
salary
2
IRA #1:
2.1
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$15,001 - $50,000
None (or less than $201)
2.2
Morgan Stanley Institutional Liquidity Funds (MSILF) Treasury Securities Portfolio (MSUXX)
$1,001 - $15,000
None (or less than $201)
3
IRA #2:
3.1
SPDR S&P Biotech ETF (XBI)
$1,001 - $15,000
None (or less than $201)
3.2
New World Fund, Inc Class C Shares (NEWCX)
$1,001 - $15,000
None (or less than $201)
3.3
JPMorgan Large Cap Growth Fund Class A Shares (OLGAX)
$15,001 - $50,000
None (or less than $201)
4
IRA #3:
4.1
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
First Trust NASDAQ Cybersecurity ETF (CIBR)
$15,001 - $50,000
None (or less than $201)
2
iShares Global Clean Energy ETF (ICLN)
$15,001 - $50,000
None (or less than $201)
3
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
$100,001 - $250,000
None (or less than $201)
4
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$100,001 - $250,000
None (or less than $201)
5
Pennsylvania State Turnpike Commission, revenue bond
$50,001 - $100,000
None (or less than $201)
6
DWS Intermediate Tax-Free Fund Class A Shares (SZMAX)
$100,001 - $250,000
None (or less than $201)
7
Morgan Stanley Institutional Liquidity Funds (MSILF) Treasury Securities Portfolio (MSUXX)
$100,001 - $250,000
None (or less than $201)
8
U.S. bank #1 (cash savings)
$15,001 - $50,000
Interest
$201 - $1,000
9
U.S. bank #1 (cash checking)
$15,001 - $50,000
Interest
$201 - $1,000
10
Family trust

Transactions

#
Description
Type
Date
Amount
1
iShares Global Clean Energy ETF (ICLN)
Sale
12/23/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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