Ken Yamashita
INTERIM COUNSELOR (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Departed 09/30/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278 Termination (09/17/2022)
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 | Rollover IRA #1 | |||
1.1 | Fidelity Capital & Income Fund (FAGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | $250,001 - $500,000 | $50,001 - $100,000 | |
1.4 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | Fidelity SAI Inflation-Focused Fund (FIFGX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Strategic AdvisersFidelity Core Income Fund (FIWGX) | $100,001 - $250,000 | None (or less than $201) | |
1.9 | Fidelity Real Estate Investment Portfolio (FRESX) | $1,001 - $15,000 | 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 | Weight Watchers (Health and Fitness) | salary | ||
2 | Rollover IRA #3 | |||
2.1 | Fidelity SAIEmerging Markets Index Fund (FERGX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Strategic Advisers FidelityEmerging Markets Fund (FGOMX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity SAI Inflation-Focused Fund (FIFGX) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Fidelity Real Estate Investment Portfolio (FRESX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Strategic AdvisersFidelity US Total Stock Fund (FCTDX) | $50,001 - $100,000 | $15,001 - $50,000 | |
2.6 | Strategic AdvisersFidelity International Fund (FUSIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
2.7 | Fidelity Real Estate Income Fund (FRIFX) | None (or less than $1,001) | None (or less than $201) | |
2.8 | Fidelity Advisor Strategic Income Fund Class I Shares (FSRIX) | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA Savings Account | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | USAA Checking Account | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | Suncoast Federal CU - Savings | $1,001 - $15,000 | Interest | $201 - $1,000 |
4 | Fidelity Government Money Market Fund (SPAXX) | $15,001 - $50,000 | $201 - $1,000 | |
5 | New Hampshire College Savings Plan #1 | |||
5.1 | Portfolio 2030 (Fidelity Blend) | $50,001 - $100,000 | None (or less than $201) | |
6 | New Hampshire College Savings Plan #2 | |||
6.1 | Portfolio 2033 | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 1.3 | Professionally Managed IRA Account, Cost Basis is $184,873.32. Current Value (9/17) is $267,275.23 |
2 | 1.6 | Professionally Managed IRA. Cost Basis is $30,522.98, Current Value (9/17) is $31,429.92 |
5 | 2.5 | Professionally Managed IRA. Basis Value $47,310.32. Current Value (9/17) $68,176.17 |
5 | 2.6 | Professionally Managed IRA. Basis Value $17,094.18. Current Value (9/17) $19,199.59 |
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