Katherine K Berner
Deputy Assistant to the President and Principal Deputy Communications Director
Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $7.2 M
Salary
- $110 K
Financial Disclosure Details - OGE Form 278e (04/17/2023)
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 | $100,001 - $250,000 | None (or less than $201) | |
1.1 | Vanguard Growth Index Fund Admiral Class Shares (VIGAX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $50,001 - $100,000 | None (or less than $201) | |
2 | Rollover IRA | $100,001 - $250,000 | None (or less than $201) | |
2.1 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | $100,001 - $250,000 | None (or less than $201) |
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 | Deloitte (Consulting) | salary, bonus | ||
2 | Deloitte, cash balance pension plan | $15,001 - $50,000 | None (or less than $201) | |
3 | Capital One | Salary, bonus | ||
4 | Capital One 401k | $1,001 - $15,000 | ||
4.1 | BLACKROCK LIFEPATH INDEX 2050 FUND | $1,001 - $15,000 | None (or less than $201) | |
5 | Deloitte 401K | $100,001 - $250,000 | None (or less than $201) | |
5.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Account (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $100,001 - $250,000 | None (or less than $201) | |
5 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $50,001 - $100,000 | None (or less than $201) | |
6 | residential real estate, Washington, DC | $1,000,001 - $5,000,000 | Rent or Royalties | $50,001 - $100,000 |
7 | Joint Brokerage Account | $15,001 - $50,000 | ||
7.1 | Vanguard 500 Index Fund ETF Shares (VOO) | $15,001 - $50,000 | None (or less than $201) | |
7.2 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
7.3 | VMFXX-Vanguard Federal Money Market Fund | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Treasury Money Market Fund Investor Shares (VUSXX) | Purchase | 10/31/2022 | $1,001 - $15,000 |
2 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 12/06/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Pentagon Federal Credit Union | $1,000,001 - $5,000,000 | 2021 | 30 years |
2 | EZ Solar Loan | $15,001 - $50,000 | 2021 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 6 | Portion of primary residence rented out |
8 | 1 | reported due to a portion being rented out |
8 | 2 | This loan was inadvertently left off of the prior year's report. |
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