Anna Lowery McNeal
Digital Strategy Specialist (Departed Administration)
Estimated Net Worth
- $47 K - $355 K
Salary
- Unknown
Employment
- 05/19/2021 - 04/01/2023
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (05/10/2022)
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 | Roth IRA | |||
1.1 | MS Pathway Emerging Markets Fund (TEMUX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | MS Pathway International Equity Fund (TIEUX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | MS Pathway Large Cap Equity Fund (TLGUX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | MS Pathway Small-Mid Cap Equity Fund (TSGUX) | $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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank #1 (Checking) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank # 2 (Checking) | $15,001 - $50,000 | None (or less than $201) | |
3 | Investment Account | |||
3.1 | ISHARES INC ESG AWAR (ESGE) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | ISHARES MSCI KLD 400 SCL ETF (DSI) | $1,001 - $15,000 | $201 - $1,000 | |
3.3 | ISHARES TRST ISHARES ESG AW (ESGD) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | BLACKROCK SUST ADV LG CP CR I (BIRIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | BROWN ADV SUSTAINABLE GW INV (BIAWX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | CALVERT EMERGING MARKETS EQ I (CVMIX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | CALVERT SMALL CAP I (CSVIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | ISHARES MSCI KLD 400 SCL ETF (DSI) | Purchase | 03/05/2021 | $1,001 - $15,000 |
2 | ISHARES MSCI KLD 400 SCL ETF (DSI) | Purchase | 06/08/2021 | $1,001 - $15,000 |
3 | ISHARES MSCI KLD 400 SCL ETF (DSI) | Purchase | 08/02/2021 | $1,001 - $15,000 |
4 | ISHARES MSCI KLD 400 SCL ETF (DSI) | Purchase | 08/31/2021 | $1,001 - $15,000 |
5 | ISHARES MSCI KLD 400 SCL ETF (DSI) | Purchase | 10/01/2021 | $1,001 - $15,000 |
6 | CCM COMMUNITY IMPACT BD INST (CRANX) | Purchase | 03/05/2021 | $1,001 - $15,000 |
7 | CCM COMMUNITY IMPACT BD INST (CRANX) | Purchase | 06/08/2021 | $1,001 - $15,000 |
8 | CCM COMMUNITY IMPACT BD INST (CRANX) | Purchase | 08/02/2021 | $1,001 - $15,000 |
9 | CCM COMMUNITY IMPACT BD INST (CRANX) | Purchase | 08/31/2021 | $1,001 - $15,000 |
10 | CCM COMMUNITY IMPACT BD INST (CRANX) | Purchase | 10/01/2021 | $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 |
|---|---|---|
6 | 2 | This account was closed at the beginning of 2022. |
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