Alicia C. O'Brien
Senior Counsel, Special Assistant to the President (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $3.3 M - $7.1 M
Salary
- $130 K
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (05/03/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Fidelity Capital & Income Fund (FAGIX) | None (or less than $1,001) | None (or less than $201) | |
1.2 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Strategic Advisers Fidelity US Total Stock Fund (FCTDX) | $250,001 - $500,000 | None (or less than $201) | |
1.4 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Fidelity SAI Inflation-Focused Fund (FIFGX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Fidelity Real Estate Investment Portfolio (FRESX) | $1,001 - $15,000 | None (or less than $201) |
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 | Capital One Services LLC | Salary, Bonus | ||
2 | Capital One, unvested restricted stock units | $50,001 - $100,000 | None (or less than $201) | |
3 | Capital One, ESPP account | $1,001 - $15,000 | Capital Gains | $15,001 - $50,000 |
4 | Capital One, 401(k) Plan | |||
4.1 | State Street S&P 500 Index Fund Class N Shares (SVSPX) | $500,001 - $1,000,000 | None (or less than $201) | |
5 | IRA #1 | |||
5.1 | Fidelity SAI Inflation-Focused Fund (FIFGX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Fidelity Real Estate Investment Portfolio (FRESX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Fidelity Capital & Income Fund (FAGIX) | None (or less than $1,001) | None (or less than $201) | |
5.4 | Fidelity SAI High Income Fund (FSHGX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Massachusetts Mutual Life Insurance Company Whole Life Legacy 20 Pay | $500,001 - $1,000,000 | None (or less than $201) | |
2 | Massachusetts Mutual Life Insurance Company Whole Life Legacy 20 Pay | $500,001 - $1,000,000 | None (or less than $201) | |
3 | DC 529 #1 | |||
3.1 | US Total Stock Market Index Portfolio | $100,001 - $250,000 | None (or less than $201) | |
4 | DC 529 #2 | |||
4.1 | US Total Stock Market Index Portfolio | $50,001 - $100,000 | None (or less than $201) | |
5 | DC 529 #3 | |||
5.1 | US Total Stock Market Index Portfolio | $100,001 - $250,000 | None (or less than $201) | |
6 | DC 529 #4 | |||
6.1 | US Total Stock Market Index Portfolio | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Amazon.com, Inc. (AMZN) | Sale | 06/15/2021 | $100,001 - $250,000 |
2 | American Airlines Group, Inc. (AAL) | Sale | 06/15/2021 | $1,001 - $15,000 |
3 | Alibaba Group (BABA) | Sale | 06/15/2021 | $1,001 - $15,000 |
4 | The Bank of New York Mellon Corporation (BK) | Sale | 06/15/2021 | $15,001 - $50,000 |
5 | Bank of America Corp. (BAC) | Sale | 06/15/2021 | $15,001 - $50,000 |
6 | Boeing, Inc (BA) | Sale | 06/15/2021 | $15,001 - $50,000 |
7 | Exxon Mobil Corp (XOM) | Sale | 06/15/2021 | $1,001 - $15,000 |
8 | Meta (FB) | Sale | 06/15/2021 | $15,001 - $50,000 |
9 | General Motors Co (GM) | Sale | 06/15/2021 | $15,001 - $50,000 |
10 | International Business Machines (IBM) | Sale | 06/15/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase | $250,001 - $500,000 | 2006 | 20 years |
2 | U.S. Department of Education | $15,001 - $50,000 | 2002 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 1 | Divestiture per filer's federal employment |
7 | 2 | Divestiture per filer's federal employment |
7 | 3 | Divestiture per filer's federal employment |
7 | 4 | Divestiture per filer's federal employment |
7 | 5 | Divestiture per filer's federal employment |
7 | 6 | Divestiture per filer's federal employment |
7 | 7 | Divestiture per filer's federal employment |
7 | 8 | Divestiture per filer's federal employment |
7 | 9 | Divestiture per filer's federal employment |
7 | 10 | Divestiture per filer's federal employment |
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