Colleen M. Carlos
Special Assistant to the President and House Legislative Affairs Liaison
Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $2.7 M
Salary
- $122 K
Records
Financial Disclosure Details - OGE Form 278e (04/05/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Apollo Global Management | salary, bonus | ||
2 | Apollo Global Management restricted stock units - unvested | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Apollo Investment Fund X | $15,001 - $50,000 | $1,001 - $2,500 | |
4 | Apollo Accord Fund VI, L.P. | $1,001 - $15,000 | None (or less than $201) | |
5 | Apollo Global Management 401k | |||
5.1 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | None (or less than $201) | |
5.2 | T. Rowe Price Retirement 2050 Trust Class F | $1,001 - $15,000 | None (or less than $201) | |
6 | Roth IRA Brokerage Account | |||
6.1 | Vanguard Federal Money Market Fund | $1,001 - $15,000 | None (or less than $201) | |
7 | Apollo Global Management vested restricted stock units | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #2 (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | US bank #1 (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | US bank #3 (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
4 | US bank #4 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
5 | Brokerage Account #1 | |||
5.1 | American Funds Growth Fund of America Class A (AGTHX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | American Income Fund of America (AMECX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Brokerage Account #2 | |||
6.1 | Vanguard Total Stock Market Index Fund | $15,001 - $50,000 | None (or less than $201) | |
6.2 | Berkshire Hathaway Inc. (BRKB) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Apollo Investment Fund X | $100,001 - $250,000 | 2023 | On Demand |
2 | Apollo Accord Fund VI, L.P. | $15,001 - $50,000 | 2023 | On Demand |
3 | Nelnet | $15,001 - $50,000 | 2009 | 10 year term |
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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