Anne Reid
Deputy Chief of Staff (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $1.8 M - $4.3 M
Salary
- Unknown
Employment
- Departed 01/07/2022
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (01/19/2022)
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 | Northwestern Mutual IRA | |||
1.1 | Principal LargeCap S&P 500 Index Fund (PLSAX) | $15,001 - $50,000 | $201 - $1,000 |
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 | Microsoft | Spouse Salary | ||
2 | Microsoft Common Corp | $500,001 - $1,000,000 | Dividends | $1,001 - $2,500 |
3 | Microsoft 401K | |||
3.1 | Fidelity Growth Commingled Pool Fund Class 3 | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Vanguard Russell 1000 Growth Index Trust | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Artisan Mid Cap Fund | $50,001 - $100,000 | None (or less than $201) | |
3.4 | Vanguard Russell 2000 Growth Index Trust | $50,001 - $100,000 | None (or less than $201) | |
3.5 | Vanguard Institutional 500 Index Trust | $50,001 - $100,000 | None (or less than $201) | |
3.6 | International Growth Account | $15,001 - $50,000 | None (or less than $201) | |
3.7 | Blackrock LifePath Index 2050 Fund | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank (Cash Account) | $100,001 - $250,000 | None (or less than $201) | |
2 | US Bank (Cash Account) | $15,001 - $50,000 | None (or less than $201) | |
3 | Northwest Mutual Whole Life Policy | $50,001 - $100,000 | None (or less than $201) | |
4 | Northwest Mutual Whole Life Policy | $15,001 - $50,000 | None (or less than $201) | |
5 | US Bank (Cash Account) | $1,001 - $15,000 | None (or less than $201) | |
6 | Money Market Cash Balances | $1,001 - $15,000 | $201 - $1,000 | |
7 | iShares Dow Jones U.S. Index | $1,001 - $15,000 | $201 - $1,000 | |
8 | U.S. Brokerage Account | |||
8.1 | Invesco QQQ TR ETF (QQQ) | $15,001 - $50,000 | None (or less than $201) | |
8.2 | iShares iBoxx $ High Yield Corporate Bond ETF (HYG) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Microsoft Corp. (MSFT) | Sale | 04/06/2021 | $50,001 - $100,000 |
2 | Microsoft Corp. (MSFT) | Sale | 06/11/2021 | $15,001 - $50,000 |
3 | Microsoft Corp. (MSFT) | Sale | 10/15/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citibank | $15,001 - $50,000 | 2008 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 6 | Receive as part of compensation plan; replaces RSUs from Microsoft employment. RSUs vest beginning Q4 2022 and quarterly thereafter. |
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