Herbie M Ziskend
Special Assistant to the President and White House Deputy Communications Director
Estimated Net Worth
  • estimated net worth
    $662 K - $2.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/17/2023)

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
401K: Revolution LLC (KA PO'E HANA)
1.1
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
1.2
FLEXPATH MOD 2055
$15,001 - $50,000
None (or less than $201)
2
401K: VERIZON
2.1
US LARGE CO INDEX
$1,001 - $15,000
None (or less than $201)
2.2
VERIZON 2050 FUND
$1,001 - $15,000
None (or less than $201)
3
401K: SKDK (Stagwell Global)
3.1
Principal Core Fixed Income Separate Account
$1,001 - $15,000
None (or less than $201)
3.2
American Funds Washington Mutual Investors R6 Fund
$15,001 - $50,000
None (or less than $201)
3.3
Principal LargeCap S&P 500 Index Separate Account
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York , New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
7/2017
2
Revolution, LLC
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.
6/2011
3
Verizon
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/2013

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
American Council of Young Political Leaders (ACYPL)
salary
2
401K: US Chamber of Commerce
2.1
FID Freedom 2050 K
$15,001 - $50,000
None (or less than $201)
3
401K: Stephen A. Schwarzman Education Foundation
3.1
Fidelity Contrafund (FCNTX)
$50,001 - $100,000
None (or less than $201)
4
403(B): ACYPL
4.1
T Rowe Price Retirement 2055 Fund (TRRNX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Non-Retirement Investment Account #1
1.1
Invesco S&P 500 Pure Growth ETF (RPG)
$15,001 - $50,000
None (or less than $201)
1.2
iShares S&P Small-Cap 600 Growth ETF (IJT)
$1,001 - $15,000
None (or less than $201)
1.3
JPMorgan Ultra-Short Income ETF (JPST)
$50,001 - $100,000
None (or less than $201)
1.4
Pacer US Cash Cows 100 ETF (COWZ)
$15,001 - $50,000
None (or less than $201)
1.5
iShares Short Treasury Bond ETF (SHV)
$15,001 - $50,000
None (or less than $201)
1.6
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
$15,001 - $50,000
None (or less than $201)
1.7
iShares S&P Small-Cap 600 Value ETF (IJS)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)
$1,001 - $15,000
None (or less than $201)
1.9
Invesco S&P MidCap 400 Revenue ETF (RWK)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
AMG Yacktman Fund Class N
Sale
07/21/2022
$1,001 - $15,000
2
Lord Abbett Growth Leaders Fund Class A Shares (LGLAX)
Sale
07/21/2022
$1,001 - $15,000
3
Vanguard 500 Index Fund Admiral Shares (VFIAX)
Sale
11/15/2022
$15,001 - $50,000
4
American Balanced Fund Class A Shares (ABALX)
Sale
04/21/2022
$1,001 - $15,000
5
Invesco S&P 500 Pure Growth ETF (RPG)
Purchase
05/02/2022
$15,001 - $50,000
6
Invesco S&P MidCap 400 Revenue ETF (RWK)
Purchase
08/26/2022
$1,001 - $15,000
7
iShares S&P Small-Cap 600 Value ETF (IJS)
Purchase
03/14/2022
$1,001 - $15,000
8
iShares Short Treasury Bond ETF (SHV)
Purchase
12/15/2022
$15,001 - $50,000
9
iShares S&P Small-Cap 600 Growth ETF (IJT)
Purchase
05/03/2022
$1,001 - $15,000
10
JPMorgan Ultra-Short Income ETF (JPST)
Purchase
06/07/2022
$15,001 - $50,000

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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