Catherine R. Oakar
Special Assistant to the President for Public Health
Estimated Net Worth
- $647 K - $2.0 M
Salary
- $110 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (04/17/2023)
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 | Public Health Institute, defined contribution plans | |||
1.1 | BlackRock Total Return Fund K | $1,001 - $15,000 | None (or less than $201) | |
1.2 | DFA International Value Portfolio Institutional | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Lord Abbett Short Duration Income Fund R6 | $1,001 - $15,000 | None (or less than $201) | |
1.4 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard S&P Mid Cap 400 Index Fund Institutional Class Sh | $1,001 - $15,000 | None (or less than $201) | |
1.6 | iShares S&P 500 Index Fund Class K | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Developed Markets Index Fund Admiral (VTMGX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | American Funds EuroPacific Growth Fund - R6 (RERGX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | TIAA Stable Value | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Oakland, California | I will continue to participate in this defined contribution plan. The plan sponsor does not make any contributions to this plan on my behalf. | 3/2016 | |
2 | Arlington, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor does not make any contributions to this plan on my behalf. | 6/2010 |
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 | Georgetown Preparatory School | salary, moving expenses | ||
2 | Georgetown Preparatory School, 403(b) plan | |||
2.1 | American Funds 2045 Target Date Retirement Fund Class R6 (RFHTX) | $1,001 - $15,000 | None (or less than $201) | |
3 | St. Ignatius High School, 403(b) plan #1 | |||
3.1 | CREF Equity Index R1 | $1,001 - $15,000 | None (or less than $201) | |
3.2 | TIAA Access TIAA-CREF Small-Cap Blend Index T4 | $1,001 - $15,000 | None (or less than $201) | |
3.3 | TIAA Access TIAA-CREF International Equity Index T4 | $1,001 - $15,000 | None (or less than $201) | |
3.4 | TIAA Access TIAA-CREF Large-Cap Value T4 | $1,001 - $15,000 | None (or less than $201) | |
3.5 | TIAA Access TIAA-CREF Mid-Cap Growth T4 | $1,001 - $15,000 | None (or less than $201) | |
3.6 | TIAA Access TIAA-CREF Mid-Cap Value T4 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Family trust #1, excepted trust | None (or less than $201) | ||
4 | U.S. bank # 4 (cash) | $100,001 - $250,000 | None (or less than $201) | |
5 | Brokerage Account | |||
5.1 | U.S. bank #3 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | Invesco QQQ Trust, Series 1 (QQQ) | $100,001 - $250,000 | $1,001 - $2,500 | |
5.3 | SPDR S&P MidCap 400 ETF (MDY) | $100,001 - $250,000 | $1,001 - $2,500 | |
5.4 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | BlackRock Total Return Fund K | Purchase | 11/08/2022 | $1,001 - $15,000 |
2 | iShares S&P 500 Index Fund Class K | Purchase | 04/25/2022 | $1,001 - $15,000 |
3 | Lord Abbett Short Duration Income Fund R6 | Sale | 04/25/2022 | $1,001 - $15,000 |
4 | BlackRock Total Return Fund K | Sale | 04/25/2022 | $1,001 - $15,000 |
5 | BlackRock Total Return Fund K | Sale | 04/25/2022 | $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 |
|---|---|---|
6 | 5 | This brokerage account was inadvertently omitted from prior reports. |
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