Dana A. Remus
Assistant to the President and White House Counsel (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.7 M
Salary
- $180 K
Employment
- 01/20/2021 - 07/06/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/04/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | Counsel | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Barack Obama Foundation 403(B) Plan | |||
1.1 | BLACKROCK LIFEPATH INDEX 2040L | $15,001 - $50,000 | None (or less than $201) | |
2 | Rollover IRA #2 | |||
2.1 | American BeaconBridgeway Large Cap Value Fund Class Y Shares (BWLYX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | BlackRock Advantage Small Cap Growth Fund Institutional Shares (PSGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | DoubleLine Total Return bond Fund Class I Shares (DBLTX) | $15,001 - $50,000 | $201 - $1,000 | |
2.4 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | JPMorgan Emerging Market Equity Fund Class I Shares (JEMSX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | JPMorgan Core Bond Fund Class I SHares (WOBDX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | NatixisLoomis Sayles Growth FUnd CLass Y Shares (LSGRX) | $15,001 - $50,000 | 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 | PT Fund, Inc. (Presidential Transition Team) | salary | ||
2 | Consulting (PT Fund) | consulting fees | ||
3 | Rollover IRA #1 | |||
3.1 | US bank cash account | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American Balanced Fund Class F2 Shares (AMBFX) | $15,001 - $50,000 | $201 - $1,000 | |
3.3 | American Global Balanced CL F2 (GLBFX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | American Funds Mortgage Fund Class F2 Shares (MFAFX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | American Mutual FUnd Class F2 Shares (AMRFX) | $15,001 - $50,000 | $201 - $1,000 | |
3.6 | American FUnds bond Fund of America F2 (ABNFX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Capital Income Builder Class F2 Shares (CAIFX) | $15,001 - $50,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank cash account | $15,001 - $50,000 | Interest | None (or less than $201) |
2 | College Savings Plan | |||
2.1 | DC College Savings 2037 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | Brokerage Account | |||
3.1 | US bank cash account | $15,001 - $50,000 | None (or less than $201) | |
3.2 | BlackRock Multi-Asset Income Portfolio Institutional Shares (BIICX) | $50,001 - $100,000 | $2,501 - $5,000 | |
3.3 | Brown Advisory Growth Equity Fund Investor Class Shares (BIAGX) | $15,001 - $50,000 | $15,001 - $50,000 | |
3.4 | Invesco QQQ Trust, Series 1 (QQQ) | $100,001 - $250,000 | $15,001 - $50,000 | |
3.5 | iShares TIPS Bond ETF (TIP) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.6 | iShares Core S&P US Value ETF (IUSV) | $50,001 - $100,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Morgan Stanley | $500,001 - $1,000,000 | 2021 | 30-year fixed |
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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