Elizabeth Rosenberg
Assistant Secretary for Terrorist Financing (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $803 K - $2.7 M
Salary
  • salary
    Unknown
Employment
  • 12/18/2021 - 02/01/2024
Departed Administration
  • Yes
Post Appointment Role
  • Managing Director, Global Financial Crimes Public Policy Executive (Bank of America)

Financial Disclosure Details - OGE Form 278e (05/04/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Managing Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
Vanguard Information Technology Index Fund ETF Class Shares (VGT)
$15,001 - $50,000
None (or less than $201)
1.2
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
None (or less than $201)
1.3
Communication Services Select Sector SPDR Fund (XLC)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard Industrials Index Fund ETF Class Shares (VIS)
$1,001 - $15,000
None (or less than $201)
1.5
First Trust Cloud Computing ETF (SKYY)
$1,001 - $15,000
None (or less than $201)
1.6
First Trust Dow Jones Internet Index Fund (FDN)
$1,001 - $15,000
None (or less than $201)
1.7
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Materials Index Fund ETF Shares (VAW)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Consumer Staples Index Fund ETF Shares (VDC)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2013

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
The German Marshall Fund of the United States
salary
2
IRA #3
2.1
Berkshire Hathaway Inc. (BRKB)
$1,001 - $15,000
None (or less than $201)
2.2
Communication Services Select Sector SPDR Fund (XLC)
$15,001 - $50,000
None (or less than $201)
2.3
Consumer Discretionary Select Sector SPDR Fund (XLY)
$50,001 - $100,000
None (or less than $201)
2.4
First Trust Cloud Computing ETF (SKYY)
$15,001 - $50,000
None (or less than $201)
2.5
First Trust Dow Jones Internet Index Fund (FDN)
$15,001 - $50,000
None (or less than $201)
2.6
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
None (or less than $201)
2.7
iShares Core Dividend Growth ETF (DGRO)
$15,001 - $50,000
None (or less than $201)
2.8
iShares 1-3 Year Treasury Bond ETF (SHY)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Communication Services Select Sector SPDR Fund (XLC)
$1,001 - $15,000
None (or less than $201)
2
Consumer Discretionary Select Sector SPDR Fund (XLY)
$1,001 - $15,000
None (or less than $201)
3
Health Care Select Sector SPDR Fund (XLV)
$1,001 - $15,000
None (or less than $201)
4
Invesco National AMT-Free Municipal Bond ETF (PZA)
$1,001 - $15,000
None (or less than $201)
5
Invesco National AMT-Free Municipal Bond ETF (PZA)
$1,001 - $15,000
None (or less than $201)
6
iShares Core Dividend Growth ETF (DGRO)
$1,001 - $15,000
None (or less than $201)
7
iShares Core Dividend Growth ETF (DGRO)
$1,001 - $15,000
None (or less than $201)
8
iShares Select Dividend ETF (DVY)
$1,001 - $15,000
None (or less than $201)
9
iShares Select Dividend ETF (DVY)
$1,001 - $15,000
None (or less than $201)
10
Industrial Select Sector SPDR Fund (XLI)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Health Care Select Sector SPDR Fund (XLV)
Purchase
08/04/2022
$1,001 - $15,000
2
Communication Services Select Sector SPDR Fund (XLC)
Sale
08/04/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$500,001 - $1,000,000
2011
30 year

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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