Elizabeth Shortino
Observations
- Millionaire
Estimated Net Worth
- $4.9 M - $11.0 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (01/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | Senior Advisor | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Invesco QQQ Trust ETF | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Invesco S&P 500 Equal Weight ETF | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Ishares MSCI Emerging Markets ETF | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Ishares MSCI International Multifactor ETF | $1,001 - $15,000 | None (or less than $201) | |
1.5 | SPDR S&P 500 ETF | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Technology Select Sector SPDR ETF | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Vanguard Small Cap ETF | $15,001 - $50,000 | None (or less than $201) | |
1.8 | American Tower Corp REIT | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Apple Inc | $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 benefit plan, and the plan sponsor will continue to make contributions. | 8/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington DC, District of Columbia | Senior Advisor |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Salesforce | salary, bonus | ||
2 | IRA #1 | Distribution | $2,100 | |
2.1 | Diageo PLC New GB | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Medtronic PLC | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Chubb Ltd Chf | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Linde PLC Eur | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Schlumberger LTD | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Union Pacific Corp | $1,001 - $15,000 | None (or less than $201) | |
2.7 | American Tower Reit | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Raytheon | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | ACAP Strategic Fund | $100,001 - $250,000 | None (or less than $201) | |
2 | Pacific Life Insurance Company (Pacific Discovery Xlerator IUL), indexed universal life | $100,001 - $250,000 | None (or less than $201) | |
3 | SPDR S&P 500 ETF | $15,001 - $50,000 | $201 - $1,000 | |
4 | Vanguard Russell 1000 Growth ETF | $15,001 - $50,000 | None (or less than $201) | |
5 | Logitech Int'l SA Reg | $1,001 - $15,000 | None (or less than $201) | |
6 | Rockwell Automation Inc New | $15,001 - $50,000 | Dividends | $201 - $1,000 |
7 | Southwest Airlines | $15,001 - $50,000 | None (or less than $201) | |
8 | Pimco Income Fund Class I2 | $100,001 - $250,000 | $5,001 - $15,000 | |
9 | Rivernorth / Doubleline Strategic Income Fund I | $100,001 - $250,000 | $5,001 - $15,000 | |
10 | Ishares MSCI Emerging Markets | None (or less than $1,001) | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Caliber Home Loans | $500,001 - $1,000,000 | 2020 | 30 years |
2 | Citibank credit card | $10,001 - $15,000 | 2022 | revolving |
3 | Blackstone Strategic Partners Fund IX | $250,001 - $500,000 | 2021 | on demand |
4 | Apple credit card | $15,001 - $50,000 | 2022 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2 | 1/3 of it is in an index tracking back 2-years of the S&P 500, 1/3 tracking back 5-years of the S&P 500, and a 1/3 of the following which are equally weighted, Euro Stocks 50, MSCI Emerging Markets, and the MSCI EAFE Index. |
6 | 32 | Loan to Pando Holdings, a property development company in Denver, Colorado. |
8 | 3 | Value is currently $107,979 based on capital calls. |
Do you have information about Elizabeth Shortino that is missing from this database?
Drop us a line at [email protected].