Estimated Net Worth
- $175 K - $550 K
Salary
- $100 K
Employment
- Started 11/13/2022
Records
Financial Disclosure Details - OGE Form 278e (01/10/2023)
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 | IRA #1 | |||
1.1 | Fidelity OTC Portfolio (FOCPX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Blue Chip Growth Fund (FBGRX) | $1,001 - $15,000 | 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 | Council of Great City Schools | salary | ||
2 | Roth IRA #1 | |||
2.1 | Cash account | $1,001 - $15,000 | None (or less than $201) | |
3 | Council of Great City Schools 401(k) | |||
3.1 | Principal LifeTime 2030 Fund Class R-5 Shares (PTCPX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | American Century Focused Dynamic Growth Fund Investor Class Shares (ACFOX) | $1,001 - $15,000 | None (or less than $201) | |
2 | EPAM Systems, Inc. (EPAM) | $1,001 - $15,000 | None (or less than $201) | |
3 | Fidelity Blue Chip Growth Fund (FBGRX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Fidelity OTC Portfolio (FOCPX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Fidelity Technology Portfolio (FSPTX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Fidelity Treasury Money Market FundFidelity Treasury Money Market (FZFXX) | $1,001 - $15,000 | None (or less than $201) | |
7 | T Rowe Price Growth Stock Fund, Inc (PRGFX) | $1,001 - $15,000 | None (or less than $201) | |
8 | Residential real estate, Washington, DC | $100,001 - $250,000 | Rent or Royalties | $1,001 - $2,500 |
9 | Personal loan to Bluefox Capital Group, LLC | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Congressional Federal Credit Union | $100,001 - $250,000 | 2020 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
Do you have information about Katherine N Valle that is missing from this database?
Drop us a line at [email protected].