Kathleen Kennedy Townsend
Secretary's Representative for Pension and Retirement
Observations
- Millionaire
Estimated Net Worth
- $2.8 M - $11.3 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | Speaker | 4/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | MFO DODGE & COX FDS GLOBAL STK FD | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | MFO VANGUARD TOTAL STOCK MARKET INDEX | $500,001 - $1,000,000 | None (or less than $201) | |
1.3 | MFB NORTHERN US GOVT MONEY MKT FD | None (or less than $1,001) | None (or less than $201) | |
2 | Middle East Network Appearance - January 2022 | None (or less than $1,001) | $550 | |
3 | UPenn Paper and Seminar | $1,001 - $15,000 | $4,500 | |
4 | Lightbridge Corp. (value not readily ascertainable) 11,875 unvested shares, strike value and expiration dates vary | None (or less than $1,001) | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Lightbridge Corp | Reston, Virginia | Unexercised stock options grants | 4/2015 |
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 | M&T Bank - Checking | $1,001 - $15,000 | None (or less than $201) | |
2 | M&T Bank - Interest Checking | $15,001 - $50,000 | None (or less than $201) | |
3 | Maryland 529 College Investment Plan - Portfolio 2030 FBO GFKM | $1,001 - $15,000 | None (or less than $201) | |
4 | Maryland 529 College Investment Plan - Portfolio 2030 FBO GJKM | $1,001 - $15,000 | None (or less than $201) | |
5 | Family Trust #1 | |||
5.1 | Park Financial Holdings - Equity | |||
5.1.1 | Generation IM Global Equity Fund, LLC | |||
5.1.1.1 | Alphabet Inc. | $1,001 - $15,000 | None (or less than $201) | |
5.1.1.2 | Tencent Holdings Limited | $1,001 - $15,000 | None (or less than $201) | |
5.1.1.3 | Informa plc | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Northern Trust Ultra Short Bond Fund (NTAUX) | Purchase | 10/28/2022 | $100,001 - $250,000 |
2 | AMERICAN EXPRESS CO 3.55% 12-31-2049 | Purchase | 12/31/2022 | $1,001 - $15,000 |
3 | BANK AMER CORP 4.3% DUE 12-31-2049 | Purchase | 12/31/2022 | $1,001 - $15,000 |
4 | BANK NEW YORK MELLON CORP 3.75% 12-31-2049 | Purchase | 12/31/2022 | $1,001 - $15,000 |
5 | BANK OF AMERICA CORP 6.125% 12-31- 2049 | Purchase | 12/31/2022 | $1,001 - $15,000 |
6 | CAPITAL ONE FINL CORP PERP PFD SER M | Purchase | 12/31/2022 | $1,001 - $15,000 |
7 | CAPITAL ONE FINL CORP PERP PFD SER M | Purchase | 12/31/2022 | $1,001 - $15,000 |
8 | CAPITAL ONE FINL CORP PERP PFD SER M | Purchase | 12/31/2022 | $1,001 - $15,000 |
9 | CHARLES SCHWAB CORP 4.0% DUE 12-31- 2049 BEO | Purchase | 12/31/2022 | $1,001 - $15,000 |
10 | CHICAGO ILL MET WTR RECLAMATION DIST GTRCHICAGO 5.0% DUE 12-01-2023 | Purchase | 12/31/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Ambrosetti | Milan, Outside U.S. | BOS to Shannon Flight | $5160.98 |
2 | Ambrosetti | Milan, Outside U.S. | Shannon to Stansted Flight | 123.39 |
3 | Ambrosetti | Milan, Outside U.S. | Stansted to Milan Flight | $167.49 |
4 | Ambrosetti | Milan, Outside U.S. | Milan to Washington DC flight | $3589.58 |
Endnotes
Section | # | Description |
|---|---|---|
6 | 5.1.3 | The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office. |
6 | 5.1.4 | The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office. |
6 | 5.1.5.15 | EIF Confirmation Letter on file with the Agency Ethics Office |
6 | 5.1.9 | The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office. |
6 | 5.1.10 | The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office. |
6 | 5.1.11 | The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office. |
6 | 5.1.12 | The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office. |
6 | 5.3.1 | No individual underlying asset >$1,001 |
6 | 5.3.2 | No individual underlying asset >$1,001 |
6 | 5.4 | Custody account at Northern Trust |
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