John Patrick Kelley
Associate Administrator for the Office of Capital Access (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 03/01/2021 - 05/12/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Live Oak Bank | Wilmington, NC, US | Executive Vice President | 02/28/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | (Stock) LOB Live Oak Bancsh | None (or less than $1,001) | Capital Gains | Over $1,000,000* |
2 | Live Oak Bank (401k) Fidelity 401k | |||
2.1 | (Mutual Fund) CXXRX-Columbia Small Cap Index Fund Class I2 | None (or less than $1,001) | $50,001 - $100,000 | |
2.2 | (Mutual Fund) FCNKX-Fidelity Contra Fund Class K | None (or less than $1,001) | $50,001 - $100,000 | |
2.3 | (Mutual Fund) FSMAX-Fidelity Extended Market Index Fund | None (or less than $1,001) | $50,001 - $100,000 | |
2.4 | (Mutual Fund) FXAIX-Fidelity 500 Index Fund | None (or less than $1,001) | $50,001 - $100,000 | |
3 | Schulte Roth & Zabel LLP (401k) Principal | |||
3.1 | (Other) BNYM Midcap Index Inv Fund | None (or less than $1,001) | $15,001 - $50,000 | |
4 | (Self EI) Live Oak Bank 2020 Base salary: 325,008 Bonus: 42,314 Rest Stock: 1,310,326 Long term disability premium: 950.04 Washington, DC, US | Salary | $1,678,598.00 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Live Oak Bank | Wilmington, NC, US | 401-K - My former employer does not make contributions to the plan on my behalf. | 03/2021 |
2 | Schulte Roth & Zabel | New York, NY, US | 401-k - My former employer does not continue to make contributions on my behalf. | 09/2006 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Live Oak Bank; Wilmington, NC, US | Employment Compensation |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (S) Silver Spring Pediatrics (401k) Principal | |||
1.1 | (Other) Principal LifeTime 2040 Separate Account | $15,001 - $50,000 | Capital Gains | $15,001 - $50,000 |
2 | (S) (Spouse EI) Silver Spring Pediatrics Silver Spring, MD, US |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | (Cash Deposit/Savings) Citibank New York, NY, US Preferred Money Market | $100,001 - $250,000 | Interest | None (or less than $201) |
2 | (S) (Cash Deposit/Savings) Bank of America Washington, DC, US Savings | $100,001 - $250,000 | Interest | $100,001 - $1,000,000 |
3 | (J) (Cash Deposit/Savings) Bank of America Washington, DC, US Joint Savings | $15,001 - $50,000 | Interest | $15,001 - $50,000 |
4 | (DC) (Cash Deposit/Savings) Bank of America Washington, DC, US Savings | $1,001 - $15,000 | Interest | $5,001 - $15,000 |
5 | (DC) (Cash Deposit/Savings) Bank of America Washington, DC, US Savings | $1,001 - $15,000 | Interest | $5,001 - $15,000 |
6 | (S) (Mutual Fund) VFIAX Vanguard 500 Index Fd Admiral Shs | $250,001 - $500,000 | $100,001 - $1,000,000 | |
7 | (S) (Mutual Fund) JAWWX Janus Henderson Global Research Fund - T Shares | $1,001 - $15,000 | None (or less than $201) | |
8 | (S) (Mutual Fund) FEQIX Fidelity Equity Income Fund | $1,001 - $15,000 | None (or less than $201) | |
9 | (S) (Mutual Fund) FLPSX Fidelity Low-Priced Stock Fund | $15,001 - $50,000 | None (or less than $201) | |
10 | (S) (Mutual Fund) FGRIX Fidelity Growth and Income Pt | $1,001 - $15,000 | 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 |
|---|---|---|
2 | 1 | As part my employment with Live Oak Bank, I received restricted shares, stock options, and performance compensation that I liquidated upon beginning public service. |
6 | 22.1 | 42.25% of Portfolio assets allocated to Underlying Fund |
6 | 22.2 | 16.25% of the Portfolio assets allocated to Underlying Fund |
6 | 22.3 | 6.50% of the Portfolio assets allocated to the Underlying Fund |
6 | 22.4 | 10.50% of the Portfolio's assets allocated to the Underlying Fund |
6 | 22.5 | 8.75% of the Portfolio's assets allocated to the Underlying Fund |
6 | 22.6 | 12.25% of the Portfolio assets allocated to the Underlying Fund |
6 | 22.7 | 3.50% of the Portfolio Assets allocated to the Underlying Fund |
6 | 23.2 | 32.50% of the Portfolio assets allocated to the Underlying Fund |
6 | 23.3 | 12.50% of the Portfolio Assets to the Underlying Fund |
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