Estimated Net Worth
- $832 K - $2.9 M
Salary
- Unknown
Employment
- Started 01/11/2021
Records
- OGE Form 278e (05/10/2023)
- OGE Form 278t (04/12/2023)
- OGE Form 278t (02/17/2023)
- OGE Form 278t (07/25/2022)
- OGE Form 278t (06/26/2022)
- OGE Form 278t (05/20/2022)
- OGE Form 278e (04/02/2022)
- OGE Form 278t (04/02/2022)
- OGE Form 278t (03/10/2022)
- OGE Form 278t (02/06/2022)
- OGE Form 278t (01/09/2022)
- OGE Form 278t (03/20/2021)
- OGE Form 278t (03/07/2021)
- OGE Form 278e (01/12/2021)
Financial Disclosure Details - OGE Form 278e (05/10/2023)
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 | Morgan Stanley | |||
1.1 | SSGA Target Retirement 2025 Index | $1,001 - $15,000 | ||
1.2 | SSGA Target Retirement 2050 Index | $1,001 - $15,000 | ||
1.3 | BlackRock Government Short-Term Investment Fund | $1,001 - $15,000 | ||
1.4 | BlackRock Bond Index Fund | $1,001 - $15,000 | ||
1.5 | PIMCO Core Fixed Income Portfolio | $1,001 - $15,000 | ||
1.6 | PIMCO Real Return Portfolio | $1,001 - $15,000 | ||
1.7 | PIMCO International Bond (Unhedged) (PFUIX) | $1,001 - $15,000 | ||
1.8 | Wellington Opportunistic Emerging Markets Debt Fund | $1,001 - $15,000 | ||
2 | S&P Global, Inc. (SPGI) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | IHS Markit | Washington, District of Columbia | Unvested RSUs were forfeit upon separation from the company. Vested RSUs were retained (see Pt. 2, line 1). | 11/2018 |
2 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2006 | |
3 | IHS Markit | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions 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 | Curran Moher Weis (Law Practice that handles family issues) | salary, bonus | ||
2 | Curran Moher Weis 401K | |||
2.1 | FTFFX-Fidelity Advisor Freedom 2040 M | $1,001 - $15,000 | ||
2.2 | FFFQX-Fidelity Advisor Freedom 2050 M | $100,001 - $250,000 | ||
2.3 | TRBCX -T.Rowe Price Blue Chip Growth | $1,001 - $15,000 | ||
2.4 | PRHSX - T.Rowe Price Health Sciences | $100,001 - $250,000 | ||
2.5 | VQNPX - Vanguard Growth & Income Inv | $100,001 - $250,000 | ||
3 | Fidelity Rollover IRA | |||
3.1 | Facebook, Inc. (FB) | $1,001 - $15,000 | ||
3.2 | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX) | $1,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Chase-checking | $1,001 - $15,000 | None (or less than $201) | |
2 | Schwab S&P 500 Index Fund (SWPPX) | $100,001 - $250,000 | None (or less than $201) | |
3 | DocuSign, Inc. (DOCU) | $1,001 - $15,000 | None (or less than $201) | |
4 | Redfin Corp. (RDFN) | $1,001 - $15,000 | None (or less than $201) | |
5 | BABA-Alibaba -Multinational technology company | $15,001 - $50,000 | None (or less than $201) | |
6 | Wells Fargo & Co. (WFC) | $1,001 - $15,000 | None (or less than $201) | |
7 | JPM-JP Morgan-Investment bank | $1,001 - $15,000 | None (or less than $201) | |
8 | Chase Deposit Sweep | $15,001 - $50,000 | None (or less than $201) | |
9 | Chase checking-sapphire | $15,001 - $50,000 | Interest | None (or less than $201) |
10 | Ally Savings | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 4 | Stock plan that converted from IHS Markit to S&P in 2022 owing to a merger/acquisition. Sold in 2023. |
5 | 3 | Joseph Law Group account was rolled over to Fidelity IRA |
6 | 8 | cash in chase investment account |
6 | 32 | Whole life insurance policy |
6 | 33 | whole life insurance policy |
Do you have information about Anna Shpitsberg that is missing from this database?
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