Bitta Mostofi
Senior Advisor for Customer Experience
Observations
- Millionaire
Estimated Net Worth
- $2.2 M - $8.0 M
Salary
- Unknown
Employment
- Started 08/29/2022
Records
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 - Bitta ETrade | |||
1.1 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $15,001 - $50,000 | None (or less than $201) | |
2 | City of New York, defined benefit plan | $50,001 - $100,000 | None (or less than $201) | |
3 | City of New York | |||
3.1 | Mid-Cap Equity Index | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Mid-CAP Equity Index Fund | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this defined benefit plan. | 7/2015 | |
2 | New York, New York | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2015 |
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 | Unqork (Solutions Architect) | salary, bonus | ||
2 | E-Trade IRA | |||
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Berkshire Hathaway Inc. (BRKB) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | iShares Russell 2000 ETF (IWM) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | iShares JP Morgan USD Emerging Market Bond ETF | $100,001 - $250,000 | None (or less than $201) | |
2.7 | iShares MSCI EAFE ETF (EFA) | $50,001 - $100,000 | None (or less than $201) | |
3 | Unqork |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Real Estate, Chicago, Illinois | $250,001 - $500,000 | Rent or Royalties | $1,001 - $2,500 |
2 | Residential Real Estate, Brooklyn, NY | $1,000,001 - $5,000,000 | Rent or Royalties | $5,001 - $15,000 |
3 | 30 Orchard Partners LLC c/o Royalton Capital (Real Estate) | |||
3.1 | commercial real estate, New York, NY | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank (cash) #1 | $15,001 - $50,000 | None (or less than $201) | |
5 | U.S. Bank (cash) #2 | $15,001 - $50,000 | None (or less than $201) | |
6 | JPMorgan Equity Index Fund Class A Shares (OGEAX) | $1,001 - $15,000 | None (or less than $201) | |
7 | NY529 Plan, Aggressive Portfolio, Aged 5-6 | $100,001 - $250,000 | None (or less than $201) | |
8 | JPMorgan TR 1 Emerging Mkts Equity FD Cl A (JFAMX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | JPMorgan | $500,001 - $1,000,000 | 2014 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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