Estimated Net Worth
- $477 K - $1.9 M
Salary
- Unknown
Employment
- Started 01/11/2021
Records
Financial Disclosure Details - OGE Form 278e (04/11/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA - Traditional | |||
1.1 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA-Roth | |||
2.1 | Vanguard Target Retirement Account 2050 | $15,001 - $50,000 | None (or less than $201) | |
3 | Deloitte Consulting 401(k) | |||
3.1 | Vanguard Emerging Markets Stock Index Fund (VEMAX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Index Fund Institutional Shares (VINIX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Rosslyn, Virginia | I will continued to participate in the company's defined contribution plan however no further contributions will be made by the plan sponsor after my separation. | 5/2018 |
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 | Harbour Capital Advisors (Family wealth management) | salary, bonus | ||
2 | Spouse Roth IRA | |||
2.1 | IJR Ishared core S&P Small | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VBR Vanguard Small Cap | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Guardant Health, Inc. (GH) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | The Home Depot, Inc. (HD) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Mercadolibre | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Sea LTD | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Zoetis, Inc. (ZTS) | $1,001 - $15,000 | Capital Gains | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iShares Ultra Short-Term Bond ETF (ICSH) | $100,001 - $250,000 | None (or less than $201) | |
2 | Cash Account, US Bank | $15,001 - $50,000 | None (or less than $201) | |
3 | Joint Cash Account US Bank | $1,001 - $15,000 | None (or less than $201) | |
4 | Spouse Cash Account | $1,001 - $15,000 | None (or less than $201) | |
5 | Second Cash Account, US Bank | $1,001 - $15,000 | None (or less than $201) | |
6 | Second Joint Cash Account, US Bank | $15,001 - $50,000 | None (or less than $201) | |
7 | Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | |
8 | Alphabet, Inc. (GOOGL) | $1,001 - $15,000 | None (or less than $201) | |
9 | Amazon.com, Inc. (AMZN) | $15,001 - $50,000 | None (or less than $201) | |
10 | HDFC Bank Limited Common Stock (HDB) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Netflix, Inc. (NFLX) | Purchase | 06/30/2022 | $1,001 - $15,000 |
2 | SPLUNK INC COMMON SHARES CLIENT ENT... | Purchase | 02/04/2022 | $1,001 - $15,000 |
3 | ISHARES CORE S&P 500 ETF PRODUCT DE.. | Purchase | 02/04/2022 | $15,001 - $50,000 |
4 | Netflix, Inc. (NFLX) | Purchase | 02/04/2022 | $1,001 - $15,000 |
5 | Adobe, Inc. (ADBE) | Purchase | 02/04/2022 | $1,001 - $15,000 |
6 | Twilio, Inc. (TWLO) | Purchase | 02/14/2022 | $1,001 - $15,000 |
7 | ISHARES CORE S&P 500 ETF PRODUCT DE | Purchase | 02/28/2022 | $1,001 - $15,000 |
8 | Datadog Inc Class A | Purchase | 06/28/2022 | $1,001 - $15,000 |
9 | JP MOrgan Chase | Sale | 05/09/2022 | $1,001 - $15,000 |
10 | Mercadolibre INc | Sale | 05/06/2022 | $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 | ||
Do you have information about Allison Kate Lombardo that is missing from this database?
Drop us a line at [email protected].