Charlene Wang
Special Advisor, Office of Enviornmental Justice and External Civil Rights
Estimated Net Worth
  • estimated net worth
    $47 K - $357 K
Salary
  • salary
    Unknown
Employment
  • Started 04/01/2023

Financial Disclosure Details - OGE Form 278e (05/23/2022)

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
Fidelity Roth IRA
$1,001 - $15,000
$1
1.1
FDIC Insured Deposit at BNY Mellon IRA
$1,001 - $15,000
None (or less than $201)
2
Fidelity Rollover IRA
$1,001 - $15,000
$1
2.1
FDIC Insured Deposit at BNY Mellon IRA
$1,001 - $15,000
None (or less than $201)
3
Optimity Advisors 401k (Securian)
$15,001 - $50,000
$6,449
3.1
MFW Growth R3
$1,001 - $15,000
$1,001 - $2,500
3.2
T. Rowe Price Large Cap Value
$1,001 - $15,000
$2,501 - $5,000
3.3
DFA US Targeted Value I
$1,001 - $15,000
$1,001 - $2,500
3.4
Ivy Small Cap Growth
$1,001 - $15,000
None (or less than $201)
3.5
Lazard International Strategic Eq Instl
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Optimity Advisors
Washington, District of Columbia
I have a 401k that neither I nor my former employer contribute to.
3/2013

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of America
$15,001 - $50,000
None (or less than $201)
2
Betterment
$1,001 - $15,000
Dividends
$201 - $1,000
2.1
VTI
$1,001 - $15,000
None (or less than $201)
2.2
SCHF
$1,001 - $15,000
None (or less than $201)
2.3
iShares National Muni Bond ETF (MUB)
$1,001 - $15,000
None (or less than $201)
2.4
VWO
None (or less than $1,001)
None (or less than $201)
2.5
Vanguard Total International Bond Index Fund ETF Shares (BNDX)
None (or less than $1,001)
None (or less than $201)
3
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
4
Netflix, Inc. (NFLX)
$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
US Department of Education
$15,001 - $50,000
2018
25 years
2
US Department of Education
$15,001 - $50,000
2018
25 years
3
US Department of Education
$15,001 - $50,000
2019
25 years
4
US Department of Education
$15,001 - $50,000
2019
25 years

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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