Jamie Yavelberg
Director, Commercial Litigation Branch, Civil Fraud Section
Estimated Net Worth
- $363 K - $847 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/16/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Irvin Yavelberg Trust | Morristown, New Jersey | Co-Trustee | 4/2024 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard Growth Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard Small Cap Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | Vanguard Strategic Equity Fund | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Montgomery County MD Public Schools | Salary | ||
2 | Vanguard IRA Small Cap Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Montgomery County Public Schools Savings Plan: Fidelity Freedom Mutual Fund | $250,001 - $500,000 | None (or less than $201) | |
4 | America Funds Growth Index | $15,001 - $50,000 | None (or less than $201) | |
5 | MD State Retirement and Pension Fund: Teacher's Pension System, defined benefit plan | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | State of MD 529 College Savings Plan: T Rowe Price Portfolio for College | None (or less than $1,001) | Cash Distribution | $6,972 |
2 | U.S. Bank #1 | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Bank #2 | $15,001 - $50,000 | None (or less than $201) | |
4 | Jackson National Life Insurance (value not readily ascertainable) | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
1 | 1 | I am a co-trustee, but not a direct beneficiary of this trust. In prior years, I have included in my annual disclosure report all of the holdings of the trust out of an abundance of caution. I now have the understanding that listing those holdings is not required and so they have not been listed in recent years. |
6 | 4 | This is a whole life insurance policy. |
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