Kathleen Deener
Deputy Director, Office Of Science Advisor, Policy And Engagement
Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $3.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/17/2024)
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 | Merrill Lynch IRA #1 | |||
1.1 | Bank of America NA Retirement Savings Program (RASP) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Diamond Hill Large Cap Fund Class I Shares (DHLRX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Hartford Schroders Emerging Markets Equity Fund Class I Shares (SEMNX) | $15,001 - $50,000 | $201 - $1,000 | |
1.5 | IShares TR Core MSCI EAF ETF | $1,001 - $15,000 | $201 - $1,000 | |
1.6 | John Hancock Funds III Disciplined Value Fund Class I Shares (JVLIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Oakmark International Fund Institutional Class Shares (OANIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | $201 - $1,000 | |
1.9 | Vanguard Growth Index Fund ETF Class Shares (VUG) | $15,001 - $50,000 | 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 | Charles Schwab Roth Contributory IRA | |||
1.1 | Bank of America Corp | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Cisco Systems Inc | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Sirius XM Holding Inc | $1,001 - $15,000 | None (or less than $201) | |
1.4 | American FD Inv Co of America CL A | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | NVIDIA Corp. (NVDA) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | First Trust NASDAQ Cybersecurity ETF (CIBR) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG) | $15,001 - $50,000 | $201 - $1,000 | |
2 | Charles Schwab Designated Beneficiary Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential real estate, Washington, DC | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
2 | U.S. Domestic Bank #1 (cash accounts) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Domestic Bank #1 (cash accounts) | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. Domestic Bank #2 (cash accounts) | $15,001 - $50,000 | Interest | $201 - $1,000 |
5 | U.S. Domestic Bank #1 (cash accounts) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Domestic Bank #1 (cash accounts) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Apple, Inc. (AAPL) | Purchase | 02/03/2023 | $1,001 - $15,000 |
2 | Pfizer Inc. (PFE) | Purchase | 02/03/2023 | $1,001 - $15,000 |
3 | Microsoft Corp. (MSFT) | Purchase | 02/03/2023 | $1,001 - $15,000 |
4 | The Walt Disney Co. (DIS) | Purchase | 02/03/2023 | $1,001 - $15,000 |
5 | NVIDIA Corp. (NVDA) | Purchase | 08/23/2023 | $15,001 - $50,000 |
6 | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) | Sale | 10/19/2023 | $1,001 - $15,000 |
7 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | Sale | 01/24/2023 | $1,001 - $15,000 |
8 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | Sale | 01/24/2023 | $1,001 - $15,000 |
9 | JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | Purchase | 05/05/2023 | $1,001 - $15,000 |
10 | First Trust NASDAQ Cybersecurity ETF (CIBR) | Purchase | 02/07/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC Bank | $100,001 - $250,000 | 2014 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 3.13 | Filer advised this was purchased in 2021 and was inadvertently omitted on the prior filing. |
7 | 14 | Inadvertently omitted on CY2022 report. |
7 | 15 | Inadvertently omitted on CY2022 report. |
7 | 16 | Inadvertently omitted on CY2022 report. |
7 | 17 | This mutual fund was included on CY21 and CY22 reports in error. The fund was never held by spouse. Had been incorrectly identified (as SCHAX). The correct fund was added in 2022 (SCHA). |
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