David Berdan
General Counsel
Observations
- Millionaire
Estimated Net Worth
- $2.0 M - $4.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/06/2024)
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 |
|---|---|---|---|---|
1 | Koch Industries, defined benefit pension plan | $100,001 - $250,000 | 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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage account 1, containing: | |||
1.1 | Vanguard 500 Index Fund ETF Shares (VOO) | $250,001 - $500,000 | $5,001 - $15,000 | |
1.2 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $250,001 - $500,000 | $5,001 - $15,000 | |
2 | Allianz 222 , fixed annuity | $500,001 - $1,000,000 | None (or less than $201) | |
3 | Brokerage account 2, containing: | |||
3.1 | Moderna (MNRA) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Southwest Airlines Co. (LUV) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Redfin Corp. (RDFN) | None (or less than $1,001) | None (or less than $201) | |
4 | Banking accounts: | |||
4.1 | US bank 1 - Checking Acct | $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 | JP Morgan Chase | $100,001 - $250,000 | 2021 | 30 yr. fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1 | Inadv omitted in prior report |
6 | 2 | Former employer 401K and Rollover IRA were divested for this annuity. |
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