Kimberly Fix
Deputy Director, Business Integration Office (Departed Administration)
Estimated Net Worth
- $479 K - $1.6 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/12/2024)
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 |
|---|---|---|---|---|
1 | Filer - IRA (Rollover) | |||
1.1 | FS KKR Capital Corp. Common Stock (FSK) | $1,001 - $15,000 | None (or less than $201) | |
2 | Filer IRA: Strategic Portfolio Service Advantage | |||
2.1 | Fidelity Money Market Portfolio Institutional Class (FNSXX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Goldman Sachs Small/Mid Cap Growth Fund Investor Class Shares (GTMTX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Hartford Dividend & Growth Fund Class I Shares (HDGIX) | $50,001 - $100,000 | None (or less than $201) | |
2.4 | JPMorgan US Equity Fund Class I Shares (JUESX) | $50,001 - $100,000 | None (or less than $201) | |
2.5 | JPMorgan Growth Advantage Fund Class I Shares (JGASX) | $50,001 - $100,000 | None (or less than $201) | |
2.6 | MFS International Diversification Fund Class I Shares (MDIJX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | PGIM Total Return Bond Fund Class Z Shares (PDBZX) | $15,001 - $50,000 | 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 | Spouse - Roth IRA | $1,001 - $15,000 | ||
1.1 | Cash - Ameriprise Insure Money Market Account (AIMMA) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wisconsin Tomorrows Scholar Adv. 529 Account Child #1 | |||
1.1 | 529 WI Voya 529 Balanced Option Class A (VWSDX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Wisconsin Tomorrows Scholar Adv. 529 Account Child #2 | |||
2.1 | VWVMX - 529 Age 16 Option Class A | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. credit union cash account | $1,001 - $15,000 | ||
4 | Spouse - Riversource Variable Life Insurance | |||
4.1 | ALPS/Alerian Energy Infrst Cl 3 (ALEFX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Columbia Limited Duration Credit Fund Institutional 2 Class(CLTRX) | $15,001 - $50,000 | None (or less than $201) | |
4.3 | Col VP Contrarian Core Fd Cl 2 | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Col VP Government MM FD Cl 2 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | FIDELITY INVT MONEY MARKET INSTL CL (FNSXX) | Purchase | 04/10/2023 | $1,001 - $15,000 |
2 | GOLDMAN SACHS SMALL MID CAP GROWTH INVESTOR CL (GTMTX) | Purchase | 04/10/2023 | $1,001 - $15,000 |
3 | VANGUARD RUSSELL 2000 INDEX FD ETF SHARES (VTWO) | Sale | 03/23/2023 | $1,001 - $15,000 |
4 | BNY MELLON GLOBAL REAL RETURN CL I (DRRIX) | Sale | 03/23/2023 | $1,001 - $15,000 |
5 | SPDR BLOOMBERG INVT GRADE FLTG RATE ETF (FLRN) | Sale | 03/23/2023 | $1,001 - $15,000 |
6 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) | Sale | 03/23/2023 | $1,001 - $15,000 |
7 | VANGUARD VALUE ETF (VTV) | Sale | 03/23/2023 | $1,001 - $15,000 |
8 | ISHARES TRUST ESG AWARE USD CORP BOND ETF (SUSC) | Sale | 03/23/2023 | $1,001 - $15,000 |
9 | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF (SJNK) | Sale | 03/23/2023 | $1,001 - $15,000 |
10 | ISHARES 7-10YR TREASURY BOND ETF (IEF) | Sale | 03/23/2023 | $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 | ||
Do you have information about Kimberly Fix that is missing from this database?
Drop us a line at [email protected].