Hayley Emerson
Special Advisor
Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $3.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | JLL-RER 401(k): Principal LifeTime (PLTZX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | JLL-RER Solutions/Archtype II | Washington , District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2021 |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Emerson Marteau Irrevocable Trust (only 1/3 interest) | |||
1.1 | American Funds Tax Exempt Fund of California (EXCAX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Small Cap World Fund (SFCWX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | New World Fund (FNWFX) | $15,001 - $50,000 | $15,001 - $50,000 | |
1.4 | New Economy Fund (FNEFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | New Perspectives Fund (FNPFX) | $100,001 - $250,000 | None (or less than $201) | |
1.6 | Growth Fund of America (GAFFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.7 | Fundamental Investors (FUNFX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Residential Real Estate, Fraser, Colorado | $100,001 - $250,000 | None (or less than $201) | |
2 | U.S. bank account (cash-checking) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Dreyfus Treasury Securities Cash Management Institutional Shares (DIRXX) | Purchase | 11/30/2023 | $15,001 - $50,000 |
2 | American Growth Fund of America Class F3 | Purchase | 09/18/2023 | $1,001 - $15,000 |
3 | American New Perspective Fund Class F3 | Purchase | 09/18/2023 | $1,001 - $15,000 |
4 | American Tax-Exempt Fund of California Class F3 | Purchase | 01/27/2023 | $15,001 - $50,000 |
5 | American SMALLCAP World Fund, Inc Class R3 Shares (RSLCX) | Purchase | 09/18/2023 | $1,001 - $15,000 |
6 | American New World Fund Class F3 | Purchase | 09/18/2023 | $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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