Katherine Neas
Deputy Assistant Secretary Delegated the Authority to Perform the Functions and Duties of the Assistant Secretary (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $2.8 M - $7.0 M
Salary
- Unknown
Employment
- Started 07/06/2021
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Alexandria, Virginia | Executive Vice President | 7/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | American Physical Therapy Association | Salary | $474,000 | |
2 | Roth IRA | |||
2.1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | Easter Seals, Inc., 403(b) plan | |||
3.1 | DFA US Targeted Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Dodge & Cox Stock Fund | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Neuberger Berman International EQ R6 | $1,001 - $15,000 | None (or less than $201) | |
3.4 | T. Rowe Price Growth Stock Inv | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Artisan Small Cap Investor | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Fidelity Global Ex US Index | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Alexandria, Virginia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2017 | |
2 | Chicago, Illinois | I will continue to participate in this defined benefit plan. | 1/1995 | |
3 | Chicago, Illinois | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 1/1995 |
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 | The Century Foundation (public policy) | consulting fees | ||
2 | Truist IRA | |||
2.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Invesco S&P 500 Equal Weight ETF | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Schwab US Large-Cap ETF | $50,001 - $100,000 | None (or less than $201) | |
2.4 | Schwab US Small-Cap ETF | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Emerging Markets Stock Index Fund | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Developed Markets Index Fund ETF | $15,001 - $50,000 | None (or less than $201) | |
2.7 | USD High Yield Corporate Bond ETF | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Invesco Senior Loan ETF | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | UBS IRA | |||
1.1 | Industrial Select Sector SPDR Fund | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Invesco S&P MidCap Low Volatility ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Core S&P Small-Cap ETF | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Morningstar Mid-Cap Growth ETF | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Schwab Fundamental International Small Company Index ETF | $15,001 - $50,000 | None (or less than $201) | |
1.6 | SPDR S&P Dividend ETF | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Vanguard Information Technology Index Fund | $1,001 - $15,000 | None (or less than $201) | |
1.8 | AB Income Fund Advisor Class | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Blackrock Strategic Income Opportunities Fund | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | sale of property | Sale | 10/26/2021 | $250,001 - $500,000 |
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 |
|---|---|---|
6 | 2 | Filer is a named beneficiary of the irrevocable trust and receives one third proportional interest in mandatory distributions. |
Do you have information about Katherine Neas that is missing from this database?
Drop us a line at [email protected].