Anita Capoferri
Assistant General Counsel For Environment
Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $4.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/11/2024)
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 - Inherited - Tactical Opportunities (PCBAX) | $1,001 - $15,000 | $201 - $1,000 | |
2 | Roth IRA | |||
2.1 | Fidelity Capital & Income (FAGIX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | Fidelity Contrafund (FCNTX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.3 | Fidelity Mid-Cap Stock Fund (FMCSX) | $100,001 - $250,000 | $2,501 - $5,000 | |
2.4 | Fidelity Real Estate Investment Portfolio (FRESX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.5 | Fidelity Equity Dividend Income Fund (FEQTX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.6 | Fidelity International Real Estate Fund (FIREX) | $15,001 - $50,000 | $1,001 - $2,500 |
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 | IRA - Roth | |||
1.1 | Fidelity Equity Income (FEQTX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.2 | Fidelity Freedom (FFFEX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | Fidelity Int'l Real Estate (FIREX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.4 | Fidelity Mid Cap (FMCSX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.5 | Fidelity Real Estate Investment Portfolio (FRESX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.6 | Fidelity Capital & Income Fund (FAGIX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | The Sheena Partnership, Ltd./DuBeardley, LLC | |||
2.1 | Cambiar Opportunity Fund (CAMWX) | $15,001 - $50,000 | $201 - $1,000 | |
2.2 | First Trust Rising ETF (RDVY) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Emerging Market (VEIEX) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Vanguard Extended Market (VEXAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
3 | Vanguard 500 Index (VFIAX) | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Vanguard Real Estate Index (VGSLX) | $50,001 - $100,000 | $2,501 - $5,000 | |
5 | Vanguard Inflation Protected (VIPSX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Vanguard Money Market | $250,001 - $500,000 | $5,001 - $15,000 | |
7 | Vanguard Total Int'l Index (VTIAX) | $50,001 - $100,000 | $2,501 - $5,000 | |
8 | Vanguard Intermediate Term (VWITX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Vanguard Long-Term Tax Exempt (VWLTX) | $15,001 - $50,000 | $1,001 - $2,500 | |
10 | Vanguard Short-Term Tax Exempt (VWSTX) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Artisan International Fund Investor Shares (ARTIX) | Sale | 08/21/2023 | $15,001 - $50,000 |
2 | iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) | Sale | 12/08/2023 | $1,001 - $15,000 |
3 | iShares TR Core MSCI (IEFA) | Purchase | 05/26/2023 | $1,001 - $15,000 |
4 | Invesco Ex. Traded Muni ETF (PZA) | Purchase | 04/13/2023 | $1,001 - $15,000 |
5 | Vanguard Specialized Fund RE ETF (VNQ) | Purchase | 03/02/2023 | $1,001 - $15,000 |
6 | Vanguard Sector Index Consumer (VDC) | Purchase | 03/02/2023 | $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 |
|---|---|---|
5 | 2 | Family partnership entities. Reported together as they share the same underlying assets. |
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