Eric Werwa
Deputy Assistant Secretary - Policy, Budget And Management
Estimated Net Worth
- $368 K - $2.2 M
Salary
- $162 K
Employment
- Started 05/10/2021
Financial Disclosure Details - OGE Form 278e (04/05/2022)
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 | Otterbein University | |||
1.1 | TIAA Traditional Guaranteed Annuity | $1,001 - $15,000 | None (or less than $201) | |
2 | Personal IRA | |||
2.1 | Dodge & Cox Income Fund (DODIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | First Eagle Global Fund (SGIIX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | FPA Crescent Fund (FPACX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Metropolitan West Total Return Bond Fund (MWTIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Dividend Growth Fund Investor Shares (VDIGX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Otterbein University | Westerville, Ohio | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 10/1997 |
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 | Invariant (government relations and communications) | salary, bonus | ||
2 | Invariant 401k | |||
2.1 | American Funds TRGT Date Ret 2045 R6 | $1,001 - $15,000 | None (or less than $201) | |
3 | Spouse IRA | |||
3.1 | Emerson Electric Company (EMR) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | T. Rowe Price Group, Inc. (TROW) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Starbucks Corporation (SBUX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Comcast Corporation - Class A (CMCSA) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | 3M Company (MMM) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Capital Income Builder Class F1 Shares (CIBFX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | US credit union joint cash account | $100,001 - $250,000 | None (or less than $201) | |
3 | US credit union personal cash account | $1,001 - $15,000 | None (or less than $201) | |
4 | US credit union spouse cash account | $1,001 - $15,000 | None (or less than $201) | |
5 | 3M Company (MMM) | $1,001 - $15,000 | None (or less than $201) | |
6 | AmerisourceBergen Corporation (ABC) | $1,001 - $15,000 | None (or less than $201) | |
7 | Amgen (AMGN) | $1,001 - $15,000 | None (or less than $201) | |
8 | Automatic Data Processing, Inc. (ADP) | $1,001 - $15,000 | None (or less than $201) | |
9 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $1,001 - $15,000 | None (or less than $201) | |
10 | BlackRock, Inc. (BLK) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Verizon Communications, Inc. (VZ) | Purchase | 10/12/2021 | $1,001 - $15,000 |
2 | Verizon Communications, Inc. (VZ) | Purchase | 10/12/2021 | $1,001 - $15,000 |
3 | FPA Crescent Fund (FPACX) | Sale | 02/08/2022 | $1,001 - $15,000 |
4 | First EagleGlobal Fund Class I Shares (SGIIX) | Sale | 02/08/2022 | $1,001 - $15,000 |
5 | Polen Growth Fund Institutional Class Shares (POLIX) | Purchase | 02/08/2022 | $1,001 - $15,000 |
6 | International Equity Portfolio Institutional Class Shares (HLMIX) | Purchase | 02/08/2022 | $1,001 - $15,000 |
7 | iShares Core S&P Total US Stock Market ETF (ITOT) | Sale | 02/08/2022 | $1,001 - $15,000 |
8 | iShares Core MSCI EAFE ETF (IEFA) | Purchase | 02/08/2022 | $1,001 - $15,000 |
9 | Martin Currie Emerging Markets Fund Class I Shares (MCEIX) | Purchase | 02/08/2022 | $1,001 - $15,000 |
10 | PIMCO CommodityRealReturn Strategy Fund Institutional Class Shares (PCRIX) | Purchase | 02/08/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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