Carmel M. Martin
Deputy Assistant to the President & Deputy Director of the DPC for Economic Mobility
Observations
- Millionaire
Estimated Net Worth
- $7.4 M - $14.2 M
Salary
- $155 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/14/2023)
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 #1 | |||
1.1 | Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.3 | Morgan Stanley Institutional Fund Trust International Opportunity Portfolio Class A Shares (MIOPX) | None (or less than $1,001) | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $50,001 - $100,000 | $201 - $1,000 | |
2.2 | Fidelity Contrafund (FCNTX) | $100,001 - $250,000 | $15,001 - $50,000 | |
2.3 | Fidelity Growth Company Fund (FDGRX) | $50,001 - $100,000 | $2,501 - $5,000 | |
2.4 | Morgan Stanley Institutional Fund Trust International Opportunity Portfolio Class A Shares (MIOPX) | None (or less than $1,001) | 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 |
|---|---|---|---|---|
1 | Hogan Lovells US LLP (Law Firm) | Salary | ||
2 | Law Firm Capital Account | $500,001 - $1,000,000 | None (or less than $201) | |
3 | IRA #1 | |||
3.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $50,001 - $100,000 | $201 - $1,000 | |
4 | IRA #2 | |||
4.1 | Vanguard 500 Index Fund ETF Shares (VOO) | $100,001 - $250,000 | $201 - $1,000 | |
4.2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $100,001 - $250,000 | $1,001 - $2,500 | |
5 | Retirement Savings Plan | |||
5.1 | Fidelity Contrafund Class K Shares (FCNKX) | Over $1,000,000 | $100,001 - $1,000,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Government Money Market Fund (SPAXX) | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | Fidelity Short-Term Bond Index Fund (FNSOX) | None (or less than $1,001) | $1,001 - $2,500 | |
3 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
4 | Vanguard 500 Index Fund ETF Shares (VOO) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
5 | US based Bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
6 | MD College Investment Plan | |||
6.1 | T. Rowe Price Equity Index 500 Fund | None (or less than $1,001) | None (or less than $201) | |
6.2 | T. Rowe Price International Value Equity Fund | None (or less than $1,001) | None (or less than $201) | |
6.3 | T Rowe Price International Stock Fund | None (or less than $1,001) | None (or less than $201) | |
6.4 | T Rowe Price Overseas Stock Fund | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Short-Term Bond Index Fund (FNSOX) | Sale | 01/13/2022 | $250,001 - $500,000 |
2 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | 01/24/2022 | $50,001 - $100,000 |
3 | Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG) | Purchase | 05/09/2022 | $50,001 - $100,000 |
4 | Illinois St. GO Municipal Bond | Purchase | 06/21/2022 | $100,001 - $250,000 |
5 | NJ St. Transit Municipal Bond | Purchase | 06/21/2022 | $50,001 - $100,000 |
6 | Fidelity Contrafund (FCNTX) | Purchase | 04/19/2022 | $1,001 - $15,000 |
7 | Fidelity Low-Priced Stock Fund Class K Shares (FLPKX) | Purchase | 04/19/2022 | $1,001 - $15,000 |
8 | Goldman Sachs Stable Value Collective Trust Institutional Series Class 1 | Purchase | 04/19/2022 | $1,001 - $15,000 |
9 | Fidelity Total International Equity Fund (FTIEX) | Purchase | 04/19/2022 | $1,001 - $15,000 |
10 | Metropolitan Transit Auth NY Municipal Bond | Purchase | 06/22/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Citibank - Capital Loan | $500,001 - $1,000,000 | 2020 | 5 years |
2 | Crossplane Capital, L.P. | $15,001 - $50,000 | 2019 | On Demand |
3 | HL 2011 Investors, LLC | $15,001 - $50,000 | 2011 | On Demand |
4 | The 2015 Fund LLC | $50,001 - $100,000 | 2015 | On Demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 8 | Plan does not break down income by asset. |
6 | 17 | Filer does not receive a breakdown of income by sub-asset. |
6 | 18 | Filer does not receive statements that break down income by asset. |
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