Corina E. Cortez
Special Assistant to the President for Domestic Agency Personnel (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $4.1 M
Salary
- $110 K
Employment
- Departed 03/30/2022
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (08/01/2022)
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 | IRA #1 | |||
1.1 | Fidelity Adv New Insights C (FNICX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Morgan Stanley Uncommon Values Trust, 2021 Series Unit Investment Trust | $50,001 - $100,000 | $201 - $1,000 | |
1.3 | Ally Financial Inc CPN 4.625% Due: 5/19/22 | $1,001 - $15,000 | None (or less than $201) | |
1.4 | MSPBNA Preferred Savings | $1,001 - $15,000 | None (or less than $201) | |
1.5 | First Trust High Yield Opprt 2027 (FTHY) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.6 | Mainstay CBRE Megatrends Fund (MEGI) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Western Asset Diversified Incm (WDI) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.8 | ACAP Strategic Interval Common (XCAPX) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | Dearborn Partners Rising Dividend Fund Class C Shares (DRDCX) | $15,001 - $50,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this former employer's defined benefit plan. | 8/2001 |
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 | U.S. credit union #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | Brokerage account #1 | |||
2.1 | Morgan Stanley Bank NA | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Morgan Stanley Private Bank NA | $100,001 - $250,000 | None (or less than $201) | |
3 | Brokerage Account #3 | |||
3.1 | First Trust Value Line Dividend Index Fund (FVD) | $15,001 - $50,000 | $201 - $1,000 | |
3.2 | iShares 20+ Year Treasury Bond ETF (TLT) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | iShares MSCI Japan ETF (EWJ) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | iShares Global REIT ETF (REET) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | AQR Managed Futures Strategy Fund Class I Shares (AQMIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AMERICAN GW FD OF AMERICA F2 | Purchase | 01/10/2022 | $1,001 - $15,000 |
2 | PIMCO TOTAL RETURN I2 | Purchase | 01/10/2022 | $1,001 - $15,000 |
3 | AB SEL US LG/SHT ADV | Purchase | 04/22/2021 | $1,001 - $15,000 |
4 | AQR MNGD FUTURES STRAT I | Purchase | 01/28/2022 | $1,001 - $15,000 |
5 | ARES CAPITAL CORP | Purchase | 03/09/2022 | $15,001 - $50,000 |
6 | CATALYST MILLBURN HGD STRAT I CONFIRM NBR | Purchase | 04/22/2021 | $1,001 - $15,000 |
7 | JPMORGAN EMERGING MKTS | Purchase | 12/16/2021 | $1,001 - $15,000 |
8 | O'SHARES GLOBAL INTERNET GIANT | Purchase | 05/04/2021 | $1,001 - $15,000 |
9 | OSHARES US QUALITY DIVIDEND | Purchase | 02/03/2021 | $1,001 - $15,000 |
10 | OSHARES US SMALL-CAP QUALITY | Purchase | 03/10/2021 | $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 |
|---|---|---|
2 | 1.12 | The investments values within the annuity policy are reported separately within the report at entries 2.13 - 2.20. |
7 | 1 | Multiple purchases. |
7 | 2 | Multiple purchases. |
7 | 6 | Multiple purchases. |
7 | 7 | Multiple purchases. |
7 | 8 | Multiple purchases. |
7 | 9 | Multiple purchases. |
7 | 10 | Multiple purchases. |
7 | 11 | Multiple purchases. |
7 | 12 | Multiple purchases. |
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