Jay N Lerner
Inspector General (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $5.6 M - $11.8 M
Salary
- Unknown
Employment
- Departed 01/28/2023
Departed Administration
- Yes
Records
- OGE Form 278 Termination (02/02/2023)
- OGE Form 278e (05/11/2022)
- OGE Form 278t (11/11/2021)
- OGE Form 278t (09/15/2021)
- OGE Form 278e (05/10/2021)
- OGE Form 278t (10/14/2020)
- OGE Form 278t (10/07/2020)
- OGE Form 278t (08/04/2020)
- OGE Form 278e (05/14/2020)
- OGE Form 278t (02/12/2020)
- OGE Form 278e (05/08/2019)
- OGE Form 278t (11/14/2017)
Financial Disclosure Details - OGE Form 278e (05/11/2022)
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 | Vanguard Roth IRA Brokerage | |||
1.1 | Vanguard 500 Index Admiral Shares | $50,001 - $100,000 | $201 - $1,000 | |
1.2 | Vanguard Total International Stock ETF | $1,001 - $15,000 | $201 - $1,000 | |
2 | Vanguard Inherited IRA Account | |||
2.1 | Vanguard Total Bond Market Index Adm | $50,001 - $100,000 | $1,001 - $2,500 | |
2.2 | Vanguard Short-Term Investment-Grade | $100,001 - $250,000 | $1,001 - $2,500 | |
2.3 | Federal Money Market Fund | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Total International Bond Index | $50,001 - $100,000 | $2,501 - $5,000 | |
2.5 | Vanguard Total International Stock Adm | $1,001 - $15,000 | $201 - $1,000 | |
2.6 | Vanguard Total Stock Mkt Index Admiral | $15,001 - $50,000 | $201 - $1,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Domestic Bank -- checking account | $1,001 - $15,000 | None (or less than $201) | |
2 | Domestic Bank -- checking account | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Brokerage Account | |||
3.1 | Vanguard Federal Money Market (settlement account) | None (or less than $1,001) | None (or less than $201) | |
3.2 | DWS Deutsche Core Equity Fund | $500,001 - $1,000,000 | $50,001 - $100,000 | |
3.3 | Parnassus Fund | $250,001 - $500,000 | $15,001 - $50,000 | |
3.4 | Parnassus Core Equity | $250,001 - $500,000 | $15,001 - $50,000 | |
3.5 | Comcast Corp | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3.6 | Exxon Mobil Corp | $15,001 - $50,000 | Dividends | $5,001 - $15,000 |
3.7 | Vanguard Emerging Markets Stock Index | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Exxon Mobil Corp. (XOM) | Sale | 09/14/2021 | $100,001 - $250,000 |
2 | Exxon Mobil Corp. (XOM) | Sale | 11/08/2021 | $100,001 - $250,000 |
3 | Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) | Purchase | 01/15/2021 | $1,001 - $15,000 |
4 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 01/15/2021 | $1,001 - $15,000 |
5 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Sale | 09/14/2021 | $15,001 - $50,000 |
6 | Fidelity US Sustainability Index Fund (FITLX) | Purchase | 03/11/2021 | $50,001 - $100,000 |
7 | Fidelity Extended Market Index Fund (FSMAX) | Purchase | 03/11/2021 | $15,001 - $50,000 |
8 | Fidelity US Bond Index Fund (FXNAX) | Purchase | 03/11/2021 | $15,001 - $50,000 |
9 | Fidelity 500 Index Fund (FXAIX) | Purchase | 03/11/2021 | $50,001 - $100,000 |
10 | Fidelity US Bond Index Fund (FXNAX) | Purchase | 03/12/2021 | $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 |
|---|---|---|
Nothing reported in this section | ||
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