David S Ferriero
National Archives and Records Administration (NARA)
Archivist of the United States (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.4 M - $6.6 M
Salary
  • salary
    Unknown
Employment
  • 11/01/2009 - 04/30/2022
Departed Administration
  • Yes
Records

Financial Disclosure Details - OGE Form 278e (05/11/2021)

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
New York State/Local Retirement System - Defined Benefit Plan
Monthly payments of $1,703.68.
$20,444
2
Massachusetts Institute of Technology Basic Retirement Plan - Defined Benefit Plan
Monthly payments of $1,026.
$12,312

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York State/Local Retirement System; State Comptroller
Albany, New York
Defined Benefit Plan. Filer began receiving pension payments of $1,703.68/month in October 2017. Total value of Plan is not readily ascertainable.
9/2004
2
Massachusetts Institute of Technology Basic Retirement Plan - Defined Benefit Plan
Cambridge, Massachusetts
Defined Benefit Plan. Filer began receiving pension payments of $1,026/month in June 2019. Total value of Plan is not readily ascertainable.
/1972

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
Fidelity Rollover IRA
$50,001 - $100,000
Cash distributions
$2,857
1.1
FDIC Insured Deposit at Fifth Third Bank
$50,001 - $100,000
Interest
$201 - $1,000
2
TIAA-CREF Defined Contribution Plans
Over $1,000,000
Cash distributions
$47,256
2.1
TIAA Traditional
$100,001 - $250,000
Interest
$5,001 - $15,000
2.2
CREF Stock Fund Cl R2 QCSTPX
$500,001 - $1,000,000
None (or less than $201)
2.3
CREF Money Market Fund Cl R3 QCMMIX
$100,001 - $250,000
None (or less than $201)
2.4
Vanguard Institutional Target Retirement 2015 Fund Inst Cl VITVX
$15,001 - $50,000
$201 - $1,000
2.5
Vanguard Target Retirement Income Trust Select
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Art Collection - Works on paper, oils, canvas
$250,001 - $500,000
None (or less than $201)
2
Merrill Lynch Bank Deposit Program
$15,001 - $50,000
None (or less than $201)
3
Bank of America Preferred Deposit Account
None (or less than $1,001)
None (or less than $201)
4
Chevron Corporation Stock CVX
None (or less than $1,001)
Dividends
$201 - $1,000
5
Cincinnati Bell Inc. Preferred Series B Stock CBBPRB
$1,001 - $15,000
Dividends
$201 - $1,000
6
Constellation Brands, Inc. Stock STZ
$50,001 - $100,000
Dividends
$201 - $1,000
7
Eaton Corporation PLC Stock ETN
$15,001 - $50,000
Dividends
$201 - $1,000
8
Honeywell International Inc. Stock HON
$15,001 - $50,000
Dividends
$201 - $1,000
9
Johnson and Johnson Services, Inc. Stock JNJ
$50,001 - $100,000
Dividends
$1,001 - $2,500
10
Motorola Solutions, Inc. Stock MSI
$500,001 - $1,000,000
Dividends Capital Gains
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
1
Wells Fargo and Company Bonds SER N 2.15% - REDEEMED
01/30/2020
$100,001 - $250,000
2
CD - First Republic Bank
Purchase
01/31/2020
$15,001 - $50,000
3
Raytheon Company Stock RTN
Purchase
02/03/2020
$1,001 - $15,000
4
Microsoft Corporation Stock MSFT
Purchase
02/03/2020
$1,001 - $15,000
5
Unilever PLC ADR Stock UL
Purchase
02/03/2020
$15,001 - $50,000
6
Goldman Sachs Group, Inc. Corporate Bonds Ser D 6.00% Jun 15 2020
Purchase
02/03/2020
$100,001 - $250,000
7
Motorola Solutions, Inc. Stock MSI
Sale
02/28/2020
$100,001 - $250,000
8
Unilever PLC ADR Stock UL
Sale
02/28/2020
$15,001 - $50,000
9
Citigroup Inc. Bonds 5.375% Aug 09 2020
Purchase
03/03/2020
$100,001 - $250,000
10
Disney Company Stock DIS
Sale
03/20/2020
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
BB&T Bank, Winston-Salem, NC
$50,001 - $100,000
ARM

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Value not readily ascertainable. Filer began receiving benefits in October 2017.
2
2
Value is not readily ascertainable. Filer began receiving benefits in June 2019.
5
2
Aggregates TIAA-CREF plans for former employers WGBH, Boston, MA and UNC at Chapel Hill/UNC-TV.
5
2.2
Note for future years - this fund does not declare or reinvest dividends or capital gains.
5
2.3
Note for future years - this fund does not declare or reinvest dividends or capital gains.
5
2.5
New in 2020. All monies in spouse's Vanguard Target Retirement Income Trust Plus - see 2020 annual and this year's transactions - were transferred to this fund pursuant to changes made by UNC plan administrators. Note for future years - this fund does not declare or reinvest dividends or capital gains.
6
2
Merrill Lynch's Bank Deposit Program is with Bank of America. Cash account.
6
3
Cash account. Listed for tracking purposes.
6
4
All sold, asset not held as of 12/31/2020.
6
10
One partial sale and one gift of stock during 2020 - see transactions. Valuation decrease from 2020 annual report due to above transactions.

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