David Berrios
Special Assistant to the President and Director of Confirmations (Departed Administration)
Estimated Net Worth
- $47 K - $355 K
Salary
- Unknown
Employment
- 08/01/2022 - 02/01/2024
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Iconico LLC | Phoenix, Arizona | Coach | 1/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Swing Left, 401K | |||
1.1 | BlackRock LifePath Index 2055 | $15,001 - $50,000 | None (or less than $201) | |
2 | Iconico LLC (Consulting firm based in Arizona.) | Consulting Fees | $1,250 | |
3 | Betterment Roth IRA (underlying assets below reporting thresholds) | $1,001 - $15,000 | None (or less than $201) | |
4 | Swing Left | Salary | $191,942 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Swing Left | Washington, District of Columbia | I will not participate in this defined contribution plan after my separation. | 6/2021 |
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 | Investment Account #1 | |||
1.1 | iShares Core S&P Total US Stock Market ETF (ITOT) | $1,001 - $15,000 | None (or less than $201) | |
2 | Investment Account #2 | |||
2.1 | Cash | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares Short-Term National Muni Bond ETF (SUB) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | iShares National Muni Bond ETF (MUB) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | iShares Core S&P US Growth ETF (IUSG) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | iShares Core S&P US Value ETF (IUSV) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
Nothing reported in this section | ||
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