Katherine Swain-Smith
Advisor For Strategic Planning Special Projects (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 02/01/2022 - 06/09/2023
Departed Administration
- Yes
Post Appointment Role
- MBA Candidate (Harvard Business School)
Financial Disclosure Details - OGE Form 278 Termination (06/05/2023)
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 | City of Boston Massachusetts Deferred Compensation SMART Plan | |||
1.1 | International Equity Fund | None (or less than $1,001) | None (or less than $201) | |
1.2 | Real Estate REIT Fund | None (or less than $1,001) | None (or less than $201) | |
1.3 | Small Company Stock Fund | None (or less than $1,001) | None (or less than $201) | |
1.4 | Small Company Stock Index Fund | None (or less than $1,001) | None (or less than $201) | |
1.5 | Large Company Stock Index Fund | None (or less than $1,001) | None (or less than $201) | |
1.6 | Large Company Growth Stock Fund | None (or less than $1,001) | None (or less than $201) | |
1.7 | Large Company Value Stock Fund | None (or less than $1,001) | None (or less than $201) | |
1.8 | Bond Index Fund | None (or less than $1,001) | None (or less than $201) | |
1.9 | SMART Capital Preservation Fund | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I participate in this defined contribution plan, but plan sponsor no longer makes contributions post separation from this employer. | 7/2020 | |
2 | Boston, Massachusetts | I participate in this defined contribution plan, but plan sponsor no longer makes contributions post separation from this employer. | 7/2019 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Marcus by Goldman Sachs High Yield Saving Account | $50,001 - $100,000 | Interest | None (or less than $201) |
2 | U.S. bank (cash) Saving Account | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank (cash)Checking Account | $1,001 - $15,000 | None (or less than $201) | |
4 | Roth IRA Account | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Roth IRA Account | Purchase | 03/18/2023 | $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 |
|---|---|---|
3 | 1 | Note - Underlying asset has not changed, but a clarifying, descriptive note was added in 2023 to describe that I participate in the Boston Retirement Fund as a former employee, but do not make contributions post separation. |
7 | 1 | Opened and funded a Roth IRA Account. |
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