Jason Mayer
Senior Counselor to the Under Secretary for Policy (DHS)
Observations
- Millionaire
Estimated Net Worth
- $3.5 M - $8.3 M
Salary
- Unknown
Employment
- Started 01/01/2022
Records
Financial Disclosure Details - OGE Form 278e (03/31/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Stamford, Connecticut | Managing Vice President | 3/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Gartner, Inc., restricted stock units | None (or less than $1,001) | Cash Payout | $42,557 |
2 | Gartner, Inc., restricted stock units | $50,001 - $100,000 | $100,001 - $1,000,000 | |
3 | Gartner, Inc. | Salary/Bonus | $130,434 | |
4 | Roth IRA | |||
4.1 | AB LARGE CAP GROWTH FD (APGYX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | EATON VANCE TAX-MANAGED GLOBAL (ETW) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | SCHWAB US DIVIDEND EQUITY ETF (SCHD) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Janus Henderson Enterprise Fund Class I Shares (JMGRX) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | ISHARES TR CORE S&P SCP ETF (IJR) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Stamford, Connecticut | Remaining (unvested) RSUs will return to the corporation; I no longer have the ability to accrue income or sell them. | 11/2017 | |
2 | Stamford, Connecticut | I will not participate in this defined contribution plan after my separation. | 11/2017 |
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 | Houlon Berman Finci Levenstein and Sandler (Law Firm) | salary | ||
2 | Roth IRA | |||
2.1 | AB Large Cap Growth Fund Advisor Class (APGYX) | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Janus Henderson Enterprise Fund Class I (JMGRX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | JPMorgan Small Cap Growth Fund Class L (JISGX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | US brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | ISHARES TR HDG MSCI EAFE (HEFA) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | SCHWAB US DIVIDEND EQUITY ETF (SCHD) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | ARK Genomic Revolution ETF (ARKG) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account: | |||
1.1 | US brokerage account (cash) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | EXELON CORP (EXC) | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
1.3 | INVESCO INTERNATIONAL DIVERSIFIED FUND CL A (OIDAX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | FRANKLIN RISING DIVIDENDS FUND (FRDPX) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | VANGUARD 500 INDEX FUND (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Schwab US Dividend Equity ETF (SCHD) | $15,001 - $50,000 | None (or less than $201) | |
2 | UTM Account 1 - HARTFORD CORE EQUITY FUND CLASS C M/F (HGICX) | $15,001 - $50,000 | None (or less than $201) | |
3 | UTM Account 2 - HARTFORD CORE EQUITY FUND CLASS C M/F (HGICX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Trust |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Amgen Inc. (AMGN) | Purchase | 11/26/2021 | $15,001 - $50,000 |
2 | Amgen Inc. (AMGN) | Purchase | 11/26/2021 | $15,001 - $50,000 |
3 | Amplify Advanced Battery Metals and Materials ETF (BATT) | Purchase | 09/09/2021 | $15,001 - $50,000 |
4 | Huntington Bancshares, Inc. (HBAN) | Purchase | 04/28/2021 | $15,001 - $50,000 |
5 | Huntington Bancshares, Inc. (HBAN) | Purchase | 05/03/2021 | $15,001 - $50,000 |
6 | Huntington Bancshares, Inc. (HBAN) | Purchase | 06/22/2021 | $15,001 - $50,000 |
7 | ARK Genomic Revolution ETF (ARKG) | Purchase | 04/28/2021 | $15,001 - $50,000 |
8 | ARK Genomic Revolution ETF (ARKG) | Purchase | 05/03/2021 | $15,001 - $50,000 |
9 | ARK Genomic Revolution ETF (ARKG) | Purchase | 06/22/2021 | $15,001 - $50,000 |
10 | ARK Genomic Revolution ETF (ARKG) | Purchase | 06/22/2021 | $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 |
|---|---|---|
2 | 1 | Unvested were forfeited upon departure. |
7 | 18 | Spinoff stock from MRK on 6/3/2021. |
7 | 19 | Spinoff stock from MRK on 6/3/2021. |
7 | 31 | Spinoff stock from IBM on 11/4/2021. |
7 | 32 | Spinoff stock from IBM on 11/4/2021. |
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