Kathryn Coulter Mitchell
Chief of Staff (Departed Administration)
Estimated Net Worth
- $364 K - $1.6 M
Salary
- Unknown
Employment
- Started 05/01/2023
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (05/14/2022)
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 | MITRE Corp 401(A) | |||
1.1 | Fidelity Freedom Index 2040 Fund Investor Class | $50,001 - $100,000 | None (or less than $201) | |
2 | MITRE 403(b) | |||
2.1 | Fidelity Freedom INdex 2040 Fund Investor Class (FBIFX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Fidelity SAI International Index Fund (FIONX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | Individual Brokerage Acct -- Fidelity SAI U.S. Quality Index Fund (FUQIX) | $1,001 - $15,000 | $201 - $1,000 | |
5 | Individual Brokerage Acct -- Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Individual Brokerage Acct -- iShares S&P 500 Index (IVV) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Individual Brokerage Acct -- iShares MUB: National Muni Bond | $1,001 - $15,000 | None (or less than $201) | |
8 | Individual Brokerage Acct -- FUMIX: Fidelity SAI US Momentum Index Fund | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Lexington Park, Maryland | defined contribution pension plan (all assets reflected elsewhere in 278) | 4/2018 |
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 | US bank # 1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | US bank #2 (cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity SAIEmerging Markets Index Fund (FERGX) | Sale | $1,001 - $15,000 | |
2 | SPDR Portfolio S&P 500 Value ETF (SPYV) | Sale | $1,001 - $15,000 | |
3 | EFG iShares TR EAFE GRWTH ETF | Sale | $1,001 - $15,000 | |
4 | Fidelity SAI US Value Index Fund (FSWCX) | Sale | $1,001 - $15,000 | |
5 | iShares Core MSCIEmerging Markets ETF (IEMG) | Sale | $1,001 - $15,000 | |
6 | Individual Brokerage Acct -- iShares S&P SmallCap 600 Index (IJR) | Sale | $1,001 - $15,000 | |
7 | (FUTBX) | Sale | $1,001 - $15,000 | |
8 | Fidelity SAI Small-Mid Cap 500 Index Fund (FZFLX) | Purchase | $1,001 - $15,000 | |
9 | FLEXSHARES Trust Morningstar Global UPST (GUNR) | Sale | $1,001 - $15,000 | |
10 | INVESCO Exchange Traded FD TR (RPV) | Sale | $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 |
|---|---|---|
Nothing reported in this section | ||
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