Catherine M. Russell
Assistant to the President and Director of the White House Presidential Personnel Office (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- $180 K
Employment
- Departed 01/07/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278 Termination (03/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Co-Chair | 1/2021 | |
2 | Washington, District of Columbia | Global Board Member | 1/2021 | |
3 | New York, New York | Global Advisory Group Member | 1/2021 | |
4 | Washington, District of Columbia | Member, Advisory Council | 1/2021 | |
5 | New York, New York | Member, Trust Women Initiative | 1/2021 | |
6 | Washington, District of Columbia | Member | 1/2021 | |
7 | Washington, District of Columbia | Member, Advisory Board | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Russell IRA DES | |||
1.1 | MORNINGSTAR US DIVIDEND GROWTH INDEX (ISHARES) ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Cash Account | $1,001 - $15,000 | None (or less than $201) | |
1.3 | S&P 500 INDEX FUND (SPDR) SPDR S&P 500 ETF TRUST (SPY) | $100,001 - $250,000 | None (or less than $201) | |
1.4 | RUSSELL 1000 VALUE INDEX FUND (ISHARES) ISHARES RUSSELL 1000 VALUE ETF (IWD) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | S&P 100 INDEX FUND (ISHARES) ISHARES S&P 100 ETF (OEF) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | RUSSELL 1000 GROWTH INDEX FUND (ISHARES) ISHARES RUSSELL 1000 GROWTH ETF (IWF) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | MSCI EUROPE INDEX FUND (VANGUARD) VANGUARD FTSE EUROPEAN ETF ETF (VGK) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | MSCI JAPAN INDEX FUND (ISHARES) ISHARES, INC.MSCI JAPAN ETF MUTUAL FUND (EWJ) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | S&P MIDCAP 400 INDEX FUND (ISHARES) ISHARES CORE S&P MID-CAP ETF (IJH) | $1,001 - $15,000 | 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 | BlackRock Inc. | None (or less than $1,001) | Employment Compensation | |
2 | BlackRock Inc. (BLK) unvested restricted stock units | Over $1,000,000 | None (or less than $201) | |
3 | BlackRock Inc. 401(k) Plan | |||
3.1 | BlackRock LifePath Index Retirement (LIRIX) | $100,001 - $250,000 | None (or less than $201) | |
4 | Merrill Lynch Brokerage Account | |||
4.1 | Cash | $50,001 - $100,000 | None (or less than $201) | |
4.2 | BlackRock Inc. (BLK) | Over $1,000,000 | Dividends | $50,001 - $100,000 |
5 | O'Melveny & Myers LLP, defined benefit plan (value not readily ascertainable) | Pension payments | ||
6 | Donilon Fidelity SEPIRA | |||
6.1 | Fidelity Government Money Market (FDRXX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Russell Fidelity Account #1 | |||
1.1 | ISHARES Inc MSCI CDA ETF (EWC) | None (or less than $1,001) | $201 - $1,000 | |
1.2 | ISHARES MSCI EUROZONE ETF (EZU) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.3 | ISHARES INC MSCI PAC JP ETF (EPP) | $250,001 - $500,000 | $5,001 - $15,000 | |
1.4 | ISHARES S&P 100 ETF (OEF) | $100,001 - $250,000 | $1,001 - $2,500 | |
1.5 | ISHARES CORE S&P 500 ETF (IVV) | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
1.6 | ISHARES CORE S&P 500/BAR (IVW) | $500,001 - $1,000,000 | $2,501 - $5,000 | |
1.7 | ISHARES S&P 500 VALUE ETF (IVE) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
1.8 | ISHARES CORE S&P MIDCAP ETF (IJH) | $250,001 - $500,000 | $2,501 - $5,000 | |
1.9 | ISHARES CORE S&P SMALL CAPCAP E (IJR) | $250,001 - $500,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AMG YACKTMAN FOCUSED I (YAFIX) | Purchase | 12/15/2021 | $1,001 - $15,000 |
2 | LEGG MASON WESTERN ASSET MACRO OPP I (LAOIX) | Purchase | 12/22/2021 | $1,001 - $15,000 |
3 | Chiron Capital Allocation Fund Class I Shares (CCAPX) | Purchase | 12/22/2021 | $1,001 - $15,000 |
4 | ARTISAN FOCUS FUND INSTL (APHTX) | Purchase | 11/23/2021 | $1,001 - $15,000 |
5 | JOHCM INTERNATIONAL SELECT INSTL (JOHIX) | Purchase | 12/15/2021 | $1,001 - $15,000 |
6 | AKRE FOCUS FUND INSTL (AKRIX) | Purchase | 12/10/2021 | $1,001 - $15,000 |
7 | AQR Managed Futures Strategy Fund Class I Shares (AQMIX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
8 | AKRE FOCUS FUND INSTL (AKRIX) | Purchase | 08/12/2021 | $15,001 - $50,000 |
9 | PIMCO Income Fund Institutional Class Shares (PIMIX) | Purchase | 08/12/2021 | $1,001 - $15,000 |
10 | JOHCM INTERNATIONAL SELECT INSTL (JOHIX) | Purchase | 08/12/2021 | $1,001 - $15,000 |
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 |
|---|---|---|
Nothing reported in this section | ||
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