Jessica R Hertz
Deputy Assistant to the President & Staff Secretary (Departed Administration)
Estimated Net Worth
- $571 K - $1.7 M
Salary
- $155 K
Employment
- 01/20/2021 - 10/22/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (11/21/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | General Counsel | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. | Salary | $98,654 | |
2 | IRA #1 | |||
2.1 | Fidelity Government Cash Reserves | $100,001 - $250,000 | None (or less than $201) | |
3 | Facebook, 401(k) plan | |||
3.1 | Vanguard Target 2065 | $100,001 - $250,000 | None (or less than $201) | |
4 | IRA #2 | |||
4.1 | Artisan International Value Advisor | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Artisan International Value Instl | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Conestoga Small Cap Institutional | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Delaware Emerging Markets Instl | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Menlo Park, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 5/2018 |
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 | Oracle America | salary, bonus | ||
2 | IRA #1 | |||
2.1 | AB Discovery Value Advisor | $1,001 - $15,000 | None (or less than $201) | |
2.2 | American Beacon Shapiro Equity Opps | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Brown Advisory Sustainable Growth | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Conestoga Small Cap Institutional | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Delaware Emerging Markets Instl | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | RBC Emerging Markets Equity | $15,001 - $50,000 | None (or less than $201) | |
2.8 | WCM Focused International Growth Instl | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Spouse Discretionary Trust #1 | Discretionary distribution | $5,000 | |
2 | DC College Savings Plan | |||
2.1 | DC College Savings 2031 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.2 | DC College Savings 2034 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | DC College Savings Plan | |||
3.1 | DC College Savings 2031 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.2 | DC College Savings 2034 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank #1 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
5 | Spouse Discretionary Trust #2 | Discretionary distribution | $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | JOHCM International Small Cap Equity Fund Institutional Class Shares (JOSMX) | Sale | 03/10/2021 | $1,001 - $15,000 |
2 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | Purchase | 03/10/2021 | $1,001 - $15,000 |
3 | JOHCM International Small Cap Equity Fund Institutional Class Shares (JOSMX) | Sale | 03/17/2021 | $1,001 - $15,000 |
4 | APHJX | Purchase | 03/17/2021 | $1,001 - $15,000 |
5 | JOHCM International Small Cap Equity Fund Institutional Class Shares (JOSMX) | Sale | 03/23/2021 | $1,001 - $15,000 |
6 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | Purchase | 03/23/2021 | $1,001 - $15,000 |
7 | JOHCM International Small Cap Equity Fund Institutional Class Shares (JOSMX) | Sale | 03/10/2021 | $1,001 - $15,000 |
8 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | Purchase | 03/10/2021 | $1,001 - $15,000 |
9 | JOHCM International Small Cap Equity Fund Institutional Class Shares (JOSMX) | Sale | 03/17/2021 | $1,001 - $15,000 |
10 | Artisan International Small-Mid Fund Institutional Shares (APHJX) | Purchase | 03/17/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Higgins Grandparents Irrevocable Trust of 2015 | $100,001 - $250,000 | 2020 | On demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | Distribution made prior to government service |
6 | 5 | Distribution made prior to government service. |
Do you have information about Jessica R Hertz that is missing from this database?
Drop us a line at [email protected].