Ely S. Ratner
Assistant Secretary Of Defense (Indo-Pacific Security Affairs)
Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.7 M
Salary
- Unknown
Employment
- Started 07/22/2021
Financial Disclosure Details - OGE Form 278e (04/30/2023)
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 | Center for a New American Security 401(K) | |||
1.1 | Vanguard Target Retirement 2040 Inv (100) | $100,001 - $250,000 | None (or less than $201) | |
2 | The RAND Corporation 401(A) Qualified Retirement Plan | |||
2.1 | Vanguard Target Retirement 2045 Trust II | $15,001 - $50,000 | None (or less than $201) | |
3 | Council on Foreign Relations 403(B) Retirement Plan | |||
3.1 | TIAA-CREF Lifecycle Index 2040 Fund - Institutional Class (TLZIX) | $15,001 - $50,000 | None (or less than $201) | |
4 | The RAND Corporation 403(B) Savings Plan | |||
4.1 | Vanguard Institutional Target Retirement 2045 Fund | $100,001 - $250,000 | None (or less than $201) | |
5 | Council on Foreign Relations TDA Plan | |||
5.1 | TIAA-CREF Lifecycle Index 2040 Fund - Institutional Class | $15,001 - $50,000 | 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. | 9/2012 | |
2 | Santa Monica, California | I will continue to participate in these defined contribution plans, but the plan sponsor no longer makes contributions. | 6/2009 | |
3 | New York, New York | I will continue to participate in these defined contribution plans, but the plan sponsor no longer makes contributions. | 2/2017 |
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 Asia Group LLC (Strategic advisory) | Consulting fees/bonus | ||
2 | Spouse SEP | |||
2.1 | iShares US Treasury Bond ETF (GOVT) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares Core S&P US Growth ETF (IUSG) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | iShares Core S&P US Value ETF (IUSV) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Developed Markets Index Fund ETF | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard Emerging Markets Govt Bd Idx | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. checking account (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. checking account : spouse (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Brokerage account | |||
3.1 | Invesco QQQ Trust, Series 1 (QQQ) | $50,001 - $100,000 | $201 - $1,000 | |
3.2 | SPDR S&P 500 ETF Trust (SPY) | $250,001 - $500,000 | $2,501 - $5,000 | |
3.3 | CMS Energy Corp. (CMS) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3.4 | iShares MSCI Hong Kong ETF (EWH) | None (or less than $1,001) | $5,001 - $15,000 | |
3.5 | Wyndham Hotels & Resorts, Inc. (WH) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3.6 | Travel + Leisure Co (TNL) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3.7 | Morgan Stanley Emerging Markets Domestic Debt Fund, Inc (EDD) | None (or less than $1,001) | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | ISHARES MSCI Hong Kong ETF | Sale | 01/31/2022 | $1,001 - $15,000 |
2 | MS EMERGING MKTS Domestic Debt | Sale | 01/31/2022 | $1,001 - $15,000 |
3 | SPDR S&P 500 ETF | Purchase | 01/31/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $500,001 - $1,000,000 | 2020 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 3 | LLC formed February 2021 |
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