Kathleen Toomey
Associate Deputy Director
Observations
- Millionaire
Estimated Net Worth
- $1.4 M - $4.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/18/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Samsung Next | Salary | ||
2 | Continuum Media LLC | Consulting Fee | ||
3 | IRA Rollover | |||
3.1 | Delaware Small Cap Value Fund Institutional Class Shares (DEVIX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Fidelity Advisor International Capital Appreciation Fund Class Z Shares (FIDZX) | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Fidelity Low-Priced Stock Fund (FLPSX) | $50,001 - $100,000 | None (or less than $201) | |
3.4 | MFS Growth Fund Class I Shares (MFEIX) | $100,001 - $250,000 | None (or less than $201) | |
3.5 | PIMCO Income Fund Class I-3 Shares (PIPNX) | $50,001 - $100,000 | None (or less than $201) | |
3.6 | T Rowe Price Mid-Cap Growth Fund, Inc (RPMGX) | $15,001 - $50,000 | None (or less than $201) | |
3.7 | Thornburg International Value Fund Class I Shares (TGVIX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint ER | |||
1.1 | AB Income Fund Advisor Class Shares (ACGYX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Tax-Exempt Bond Fund of America Class F2 Shares (TEAFX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | BlackRock Strategic Municipal Opportunities Fund Institutional Shares (MAMTX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fidelity Government Cash Reserves (FDRXX) | None (or less than $1,001) | None (or less than $201) | |
1.5 | Nuveen Limited Term Municipal Bond Fund Class A Shares (FLTDX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | PIMCO Income Fund Class I-3 Shares (PIPNX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | PIMCO International Bond Fund (U.S. Dollar- Hedged) I-3 (PFONX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Calamos Market Neutral Income Fund Class I Shares (CMNIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | AB Income Fund Advisor Class Shares (ACGYX) | Sale | 11/29/2023 | $15,001 - $50,000 |
2 | PIMCO Income Fund Class I-3 Shares (PIPNX) | Sale | 11/29/2023 | $15,001 - $50,000 |
3 | Thornburg Strategic Income Fund Class I Shares (TSIIX) | Purchase | 11/29/2023 | $15,001 - $50,000 |
4 | Thornburg Strategic Income Fund Class I Shares (TSIIX) | Purchase | 11/29/2023 | $15,001 - $50,000 |
5 | Janus Henderson Developed World Bond Fund Class I Shares (HFAIX) | Sale | 11/28/2023 | $15,001 - $50,000 |
6 | Fidelity Low-Priced Stock Fund (FLPSX) | Sale | 11/28/2023 | $15,001 - $50,000 |
7 | iShares S&P Mid-Cap 400 Value ETF (IJJ) | Purchase | 11/28/2023 | $15,001 - $50,000 |
8 | PIMCO International Bond Fund (U.S. Dollar- Hedged) I-3 (PFONX) | Purchase | 11/28/2023 | $15,001 - $50,000 |
9 | Innovator MSCI EAFEPower Buffer ETF - July (IJUL) | Purchase | 07/06/2023 | $50,001 - $100,000 |
10 | JP Morgan Chase Finl Co LLC Series A 48130UX75 | Sale | 06/30/2023 | $50,001 - $100,000 |
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 |
|---|---|---|
5 | 4.1 | Reported last year as FDRXX rather than FDFTX. |
6 | 4.1 | Not reported in 2023 in error |
6 | 4.2 | Not reported in 2023 in error |
6 | 4.4 | not reported in 2023 in error |
6 | 4.5 | not reported in 2023 in error |
6 | 4.6 | not reported in 2023 in error |
6 | 4.7 | not reported in 2023 in error |
6 | 4.8 | not reported in 2023 in error |
6 | 5.1 | not included in 2023 report in error |
6 | 5.2 | not included in 2023 report in error |
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