Kathryn Alvarez
Chief Of Staff
Estimated Net Worth
- $150 K - $650 K
Salary
- Unknown
Employment
- Started 07/01/2021
Financial Disclosure Details - OGE Form 278e (03/25/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Associate Director for Administration | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | The Aspen Institute | Salary (Jan. 2021) | $11,500 | |
2 | The Aspen Institute Defined Contribution Plan | |||
2.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
2.2 | CREF Growth R2 | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard Emerging Mkts Stock Idx Adm | $1,001 - $15,000 | None (or less than $201) | |
2.4 | TIAA Real Estate | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Dodge & Cox Income Fund | $1,001 - $15,000 | None (or less than $201) | |
2.6 | American Funds 2055 Target Date Retirement Fund Class R6 | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 2/2017 |
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 | Biotechnology Innovation Organization (Non- profit trade association) | salary | ||
2 | Jasper Capital Hong Kong (Investment Management) | severance payment | ||
3 | IRA #1 | |||
4 | Biotechnology Innovation Organization Defined Contribution Plan | |||
4.1 | MetWest Total Return Bond Fund (MWTRX) | $1,001 - $15,000 | $201 - $1,000 | |
4.2 | Fidelity ContraFund (FCNTX) | $15,001 - $50,000 | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Mega Cap 300 Value Fund (MGV) | $1,001 - $15,000 | None (or less than $201) | |
2 | Blackrock Health Science Opportunity Fund (SHSSX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Matthews Asia China Fund (MCHFX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Fidelity Select Medical Technology and Devices (FSMEX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. Bank #1 (Checking) | $1,001 - $15,000 | None (or less than $201) | |
7 | U.S. Bank Account #1 (Savings) | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
8 | U.S. Bank #2 (Savings) | $1,001 - $15,000 | Interest | $201 - $1,000 |
9 | U.S. Bank #2 (Checking) | $1,001 - $15,000 | None (or less than $201) | |
10 | U.S. Bank #3 (Savings) | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Spouse's IRA: TG Therapeutics, Inc. (TGTX) | Sale | 01/22/2021 | $1,001 - $15,000 |
2 | Microsoft Corp. (MSFT) | Sale | 06/08/2021 | $1,001 - $15,000 |
3 | Inari Medical, Inc. | Sale | 06/08/2021 | $1,001 - $15,000 |
4 | Square, Inc. (SQ) | Sale | 12/10/2021 | $1,001 - $15,000 |
5 | PayPal Holdings, Inc. (PYPL) | Sale | 12/10/2021 | $1,001 - $15,000 |
6 | Walmart, Inc. (WMT) | Sale | 12/10/2021 | $1,001 - $15,000 |
7 | Globant (GLOB) | Sale | 12/10/2021 | $1,001 - $15,000 |
8 | DataDog (DDOG) | Sale | 12/08/2021 | $1,001 - $15,000 |
9 | Zscaler, Inc. (ZS) | Sale | 12/08/2021 | $1,001 - $15,000 |
10 | BlackRock Technology Opportunities Fund Investor A Shares (BGSAX) | Sale | 12/10/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Department of Education | $15,001 - $50,000 | 2020 | 10 years |
2 | AES/Suntrust Bank | $10,001 - $15,000 | 2008 | 185 Months |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Resignation effective 1/19/21 |
6 | 2 | Will keep cumulative total of both health sector funds below $50K de minimis threshold per EA -- SO |
6 | 4 | Will keep cumulative total of both health sector funds below $50K de minimis threshold per EA -- SO |
7 | 2 | Sale per Certificate of Divestiture |
7 | 3 | Sale per Certificate of Divestiture |
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