Joseph Carlile
Senior Advisor – Budget Policy and Programs
Estimated Net Worth
  • estimated net worth
    $171 K - $565 K
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

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
Nothing reported in this section

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
Adam Prestegord LLC (Mental Health Therapy)
salary
2
Spouse IRA
2.1
Vanguard Wellington Fund Admiral Shares (VWENX)
$50,001 - $100,000
None (or less than $201)
2.2
Vanguard STAR Fund (VGSTX)
$50,001 - $100,000
None (or less than $201)
2.3
Vanguard Target Retirement 2045 Fund (VTIVX)
$1,001 - $15,000
None (or less than $201)
2.4
Vanguard Federal Money Market Fund (VMFXX)
$1,001 - $15,000
None (or less than $201)
3
Spouse Inherited IRA
3.1
Boston Scientific Corporation (BSX)
$1,001 - $15,000
None (or less than $201)
3.2
Commercial Metals Company (CMC)
$1,001 - $15,000
None (or less than $201)
4
Spouse SEP IRA

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union (cash, business)
$15,001 - $50,000
None (or less than $201)
2
U.S. Credit Union (cash, filer)
$1,001 - $15,000
None (or less than $201)
3
U.S. Bank (cash, filer)
$15,001 - $50,000
None (or less than $201)
4
U.S. Credit Union (cash, joint)
$1,001 - $15,000
None (or less than $201)
5
U.S. Credit Union (cash, spouse)
$15,001 - $50,000
None (or less than $201)
6
Brokerage Account
6.1
Johnson & Johnson (JNJ)
$1,001 - $15,000
None (or less than $201)
6.2
SPDR S&P Dividend ETF (SDY)
$1,001 - $15,000
None (or less than $201)
6.3
Target Corp. (TGT)
$1,001 - $15,000
None (or less than $201)
6.4
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
BNY Mellon S&P 500 Index Fund (PEOPX)
Purchase
01/06/2021
$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
5
5.1
Mistakenly omitted from previous report
6
1
This is the operating account for Adam Prestegord, LLC listed in Section 5.

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