Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $5.7 M
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (06/20/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | The German Marshall Fund of the United States | Washington, District of Columbia | Executive Vice President | 1/2021 |
2 | Philadelphia, Pennsylvania | Visiting Fellow | 1/2021 | |
3 | Kissinger Center for Global Affairs, Johns Hopkins SAIS | Washington, District of Columbia | Senior Fellow | 1/2021 |
4 | Beacon Global Strategies | Washington, District of Columbia | Advisor | 1/2021 |
5 | New York, New York | Senior Research Scholar | 1/2021 | |
6 | Washington, District of Columbia | Agency Review Team Lead | 1/2021 | |
7 | DHC Consulting LLC (inactive) | Washington, District of Columbia | sole proprietor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA/SEP - DA Davidson | |||
1.1 | American Funds Capital World Growth and Income Fnd A | $15,001 - $50,000 | None (or less than $201) | |
1.2 | American Funds EuroPacific Growth Fund A | $15,001 - $50,000 | None (or less than $201) | |
1.3 | American Funds The Growth Fund of America A | $15,001 - $50,000 | None (or less than $201) | |
1.4 | American Funds The Income Fund of America A | $15,001 - $50,000 | None (or less than $201) | |
1.5 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $15,001 - $50,000 | None (or less than $201) | |
2 | The German Marshall Fund of the US 401K | |||
2.1 | Principal LifeTime Hybrid 2035 Fund Class J Shares (PHJJX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Book -- The Middle Way(Oxford University Press) (value not readily ascertainable) - Published 2021 | Rent or Royalties | None (or less than $201) | |
4 | Book -- The Long Game (PublicAffairs) (value not readily ascertainable) - published 2016 | Rent or Royalties | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | The German Marshall Fund of the US | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor has not and will not make further contributions after my separation in January 2021. | 2/2015 |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor has not and will not make further contributions since my separation in January 2009. | 2/2007 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | The German Marshall Fund of the US | Washington, District of Columbia | Executive Vice President |
2 | Philadelphia, Pennsylvania | Visiting Fellow |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Hostetter Strent LLC | Law firm partner distribution | ||
2 | RLVR IRA (DA DAVIDSON BROKERAGE) | |||
2.1 | Invesco Developing Markets CL Y | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Blackrock Equity Dividend Instl CL | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Buffalo Discovery Instl CL | $1,001 - $15,000 | None (or less than $201) | |
2.4 | American Funds EuroPacific Growth CL F2 | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Templeton Instl Foreign Smaller Companies Advisor CL | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Fidelity Series Total Market Index Fund (FCFMX) | $50,001 - $100,000 | None (or less than $201) | |
2.7 | Fidelity Small Cap Index Fund (FSSNX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Fidelity Mid Cap Index Fund (FSMDX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Bank #1 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
2 | US Bank #2 (cash) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
3 | LCH 529 - Virginia | |||
3.1 | American Funds Capital World Growth and Income 529A (CWIAX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | American Funds Europacific Growth Fund 529A (CEUAX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | American Funds The Growth Fund of America 529A (CGFAX) | $50,001 - $100,000 | None (or less than $201) | |
3.4 | American Funds New World Fund 529A (CNWAX) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | American Funds SMALLCAP World Fund 529A (CSPAX) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | American Funds Washington Mutual Investors Fund 529A (CWMAX) | $50,001 - $100,000 | None (or less than $201) | |
4 | ACH 529 - Virginia |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PennyMac | $250,001 - $500,000 | 2020 | 30 years |
2 | Next Mark Credit Union | $100,001 - $250,000 | 2020 | 20 years |
3 | Family Trust | $15,001 - $50,000 | 2012 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
4 | 1 | Final Paycheck was January 2021 |
4 | 2 | Final Paycheck was in January 2021 |
6 | 5.19 | This reflects a one-time loan made by the trust to me in 2012 (for a downpayment on our house). The principal balance and any accrued interest will be due and payable on the 20th day of May 2042 (“maturity date") or the death of Derek Hall Chollet's mother, whichever occurs first. |
6 | 16 | THIS ACCOUNT IS FROM MY FATHER, RAYMOND CHOLLET, FOR MY DAUGHTER. |
8 | 3 | This is loan made in 2012 from the Family Trust. The principal balance and any accrued interest will be due and payable on the 20th day of May 2042 (“maturity date”) or the death of Derek Hall Chollet’s mother, whichever occurs first.” |
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