Brian D Miller
Special Inspector General for Pandemic Recovery
Estimated Net Worth
- $653 K - $1.6 M
Salary
- Unknown
Employment
- Started 06/02/2020
Records
Financial Disclosure Details - OGE Form 278e (07/01/2023)
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 | Rogers Joseph O'Donnell, P.C., 401(k) plan | |||
1.1 | ABA Retirement Funds - Moderate Risk Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ABA Retirement Funds - Conservative Risk Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA | |||
2.1 | U.S. cash account | $1,001 - $15,000 | None (or less than $201) | |
2.2 | First Trust Capital Strength ETF (FTCS) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | First Trust Rising Dividend Achievers ETF (RDVY) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Invesco QQQ Trust, Series 1 (QQQ) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | Invesco S&P 500 Equal Weight ETF (RSP) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Rogers Joseph O'Donnell, P.C. | San Francisco, California | I retain my former employer's defined contribution plan (401(k) plan). Neither I nor the plan sponsor continue to make contributions. | 10/2015 |
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 | Pampering Plus, Inc. | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. credit union (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. brokerage account | |||
3.1 | AdvisorShares Focused Equity ETF (CWS) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Federal Money Market Fund (VMFXX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | ARK Innovation ETF (ARKK) | $15,001 - $50,000 | None (or less than $201) | |
4 | Transamerica Life Variable Annuity Contract (IRA #2) | |||
4.1 | Transamerica Asset Allocation Moderate Growth VP Fund | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Transamerica JPMorgan International Moderate Growth VP Fund | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Transamerica Janus Balanced | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Funds Bond Fund of America F2 (ABNFX) | Sale | 07/21/2022 | $100,001 - $250,000 |
2 | Artisan Small Cap Fund Advisor Shares (APDSX) | Purchase | 04/05/2022 | $1,001 - $15,000 |
3 | Artisan Small Cap Fund Advisor Shares (APDSX) | Sale | 05/02/2022 | $15,001 - $50,000 |
4 | Baron Small Cap Fund Institutional Class Shares (BSFIX) | Purchase | 05/02/2022 | $15,001 - $50,000 |
5 | Baron Small Cap Fund Institutional Class Shares (BSFIX) | Sale | 07/21/2022 | $15,001 - $50,000 |
6 | Dodge & Cox Stock Fund (DODGX) | Sale | 04/05/2022 | $1,001 - $15,000 |
7 | Wells FargoEmerging Markets Equity Fund Institutional Class Shares (EMGNX) | Sale | 07/21/2022 | $15,001 - $50,000 |
8 | Wells FargoEmerging Markets Equity Fund Institutional Class Shares (EMGNX) | Purchase | 04/05/2022 | $1,001 - $15,000 |
9 | Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares (FTIXX) | Sale | 04/08/2022 | $1,001 - $15,000 |
10 | Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares (FTIXX) | Sale | 07/08/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Bank Home Mortgage | $250,001 - $500,000 | 2020 | 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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