Erin E Pelton
SPECIAL ASSISTANT TO THE PRESIDENT AND CHIEF OF STAFF FOR THE DOMESTIC POLICY COUNCIL (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $2.7 M - $9.3 M
Salary
- $130 K
Employment
- 05/01/2021 - 07/22/2022
Departed Administration
- Yes
Post Appointment Role
- Vice President, Communications and Public Affairs (Shopify)
Financial Disclosure Details - OGE Form 278e (04/27/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Juan, Puerto Rico | Co-Founder | Present | |
2 | San Juan, Puerto Rico | Officer | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Omnicom Group 401K | |||
2.1 | Fidelity Stable Value Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | U.S. bank #8 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Two Harbors Investment Corp., preferred stock | $1,001 - $15,000 | None (or less than $201) | |
3.3 | ISHARES RUSSELL MID CAP (IWP) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | VANECK VECTORS GOLD (GDX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | ANNALY CAPITAL MGMT (NLY) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Filer will continue to participate in this 401(k) defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2014 | |
2 | San Juan, Puerto Rico | Filer has ended her employment relationship with the firm as of December 31st, 2020. Employer will sunset in February 2021 health insurance coverage provided to filer. | 12/2020 | |
3 | San Juan, Puerto Rico | For as long as I retain a position with Puerto Rico Live, LLC, it will remain dormant and will not operate. I will not perform any services for this entity while employed by the White House. | 1/2021 | |
4 | San Juan, Puerto Rico | For as long as I remain in government service, this entity will remain dormant and will not conduct any business or advertise. | 1/2021 |
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 | IRA #1 | |||
1.1 | U.S. bank #3 (cash) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | New Residential Investment Corp., preferred stock | $15,001 - $50,000 | None (or less than $201) | |
1.3 | FIRST TRUST NASDAQ CYBRSCRTY ETF (CIBR) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | SPDR GOLD SHARES ETF (GLD) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | VANECK VECTORS JUNIOR GOLD MINERS ETF (GDXJ) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | VANGUARD TOTAL STOCK MKT IDX ADM (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Invesco S&P Small Cap (XSVM) | $50,001 - $100,000 | None (or less than $201) | |
2 | IRA #2 | |||
2.1 | U.S. bank # 4 (cash) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | New York City, NY Real Estate Residential Property | $1,000,001 - $5,000,000 | Rent or Royalties | $100,001 - $1,000,000 |
2 | Washington, DC Residential Real Estate Investment Property | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
3 | San Juan, PR Residential Real Estate Investment Property | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
4 | Babson Park, FL Undeveloped Land (50% ownership) | $1,001 - $15,000 | None (or less than $201) | |
5 | Perry Township, Ohio Farm Land 50% ownership (Passive Income), leased for cash rent | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
6 | U.S. bank #5 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. bank #6 (cash accounts) | $15,001 - $50,000 | None (or less than $201) | |
8 | Brokerage Account #1 | |||
8.1 | A G N C INVESTMENT CORP REIT (AGNC) | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
8.2 | AGNC Investment Corp, preferred stock (6.125%) (AGNCP) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Oriental Financial Group (OFG) | Purchase | 01/27/2021 | $1,001 - $15,000 |
2 | SUN COMMUNITIES REIT (SUI) shares | Sale | 02/01/2021 | $1,001 - $15,000 |
3 | Oriental Financial Group (OFG) | Sale | 02/23/2021 | $15,001 - $50,000 |
4 | Oriental Financial Group (OFG) | Purchase | 04/15/2021 | $15,001 - $50,000 |
5 | Oriental Financial Group (OFG) | Purchase | 04/20/2021 | $15,001 - $50,000 |
6 | Oriental Financial Group (OFG) | Purchase | 04/30/2021 | $15,001 - $50,000 |
7 | Oriental Financial Group (OFG) | Purchase | 05/05/2021 | $1,001 - $15,000 |
8 | Oriental Financial Group (OFG) | Purchase | 05/21/2021 | $15,001 - $50,000 |
9 | Purchase Commodity Index Fund (Ticker: DBC) | Purchase | 03/29/2022 | $15,001 - $50,000 |
10 | Sold American Fund New World (NWFFX) | Sale | 03/21/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $1,000,001 - $5,000,000 | 2015 | 30 Yrs |
2 | Embrace | $100,001 - $250,000 | 2007 | 30 Yrs |
3 | BPPR | $100,001 - $250,000 | 2010 | 30 Yrs |
4 | Navient | $15,001 - $50,000 | 2005 | 20 Yrs |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 6 | LLC incorporated in PR. |
2 | 7 | LLC incorporated in PR. |
5 | 1.4 | ETF invests solely in gold bullions. |
7 | 4 | Purchase to close short position |
7 | 5 | Purchase to close short position |
7 | 6 | Purchase to close short position |
7 | 7 | Purchase to close short position |
7 | 8 | Purchase to close short position |
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