Kirsten Beronio
Senior Adviser on Mental Health and Substance Use Disorder Issues
Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $5.2 M
Salary
- Unknown
Employment
- Started 06/05/2022
Financial Disclosure Details - OGE Form 278e (05/05/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | National Association for Behavioral Healthcare | Washington, District of Columbia | Director of Policy and Regulatory Affairs | 5/2022 |
2 | Innovation and Value Initiative | Alexandria, Virginia | Member of the Board of Directors | 5/2022 |
3 | Mental Health Liaison Group | Washington, District of Columbia | Member of the Board of Directors | 5/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | National Association for Behavioral Healthcare | Salary/Bonus | $102,313 | |
2 | IRA #1 | |||
2.1 | Baron Growth Fund Institutional Class Shares (BGRIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Columbia Small Cap Growth Fund I Institutional Class Shares (CMSCX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Federated Kaufmann Small Cap Fund Class A Shares (FKASX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Invesco Diversified Dividend Fund Class Y Shares (LCEYX) | $15,001 - $50,000 | None (or less than $201) | |
2.5 | Franklin MutualGlobal Discovery Fund Class Z Shares (MDISX) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | Alger Mid Cap Focus Fund Class Z Shares (AFOZX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | New Perspective Fund Class F2 Shares (ANWFX) | $50,001 - $100,000 | 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 | SAIC (Science Applications International Corp.) | salary, bonus | ||
2 | SAIC stock | $15,001 - $50,000 | None (or less than $201) | |
3 | SAIC 401k | |||
4 | Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) | $250,001 - $500,000 | None (or less than $201) | |
5 | Vanguard Institutional Total International Stock Market Index Trust II | $250,001 - $500,000 | None (or less than $201) | |
6 | Vanguard Total Bond Market II Index Fund Institutional Shares* (VTBNX) | $100,001 - $250,000 | None (or less than $201) | |
7 | Vanguard Total International Bond II Index Fund (VTILX) | $50,001 - $100,000 | None (or less than $201) | |
8 | IRA #1 | |||
8.1 | Alger Spectra Fund Class Z Shares (ASPZX) | $50,001 - $100,000 | None (or less than $201) | |
8.2 | American Century Heritage Fund Class I Shares (ATHIX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | D1 DC College Savings Plan #1 | None (or less than $1,001) | None (or less than $201) | |
1.1 | DC College Savings In College Portfolio | None (or less than $1,001) | None (or less than $201) | |
1.2 | U.S. Large Cap Equity Portfolio | None (or less than $1,001) | None (or less than $201) | |
1.3 | Intermediate Term Bond Portfolio | None (or less than $1,001) | None (or less than $201) | |
1.4 | U.S. Total Stock Market Index Portfolio | None (or less than $1,001) | None (or less than $201) | |
1.5 | U.S. Small Cap Equity Portfolio | None (or less than $1,001) | None (or less than $201) | |
1.6 | Principal Protected Portfolio | None (or less than $1,001) | None (or less than $201) | |
2 | D1 DC College Savings Plan #2 | $15,001 - $50,000 | None (or less than $201) | |
2.1 | DC College Savings In College Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Intermediate Term Bond Portfolio | None (or less than $1,001) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Science Applications International Corp. (SAIC) Stock | Sale | 10/10/2022 | $1,001 - $15,000 |
2 | Pimco Real Return | Sale | 12/26/2022 | $1,001 - $15,000 |
3 | Fidelity Advisor Total Bond | Sale | 12/27/2022 | $1,001 - $15,000 |
4 | Core Bond Fund | Sale | 12/27/2022 | $1,001 - $15,000 |
5 | Invesco Global Fund | Sale | 12/27/2022 | $1,001 - $15,000 |
6 | Blue Chip Growth Fund | Sale | 12/27/2022 | $1,001 - $15,000 |
7 | Blackrock Large Cap Focus Val | Sale | 12/27/2022 | $1,001 - $15,000 |
8 | American Funds EuroPac Growth | Sale | 12/27/2022 | $1,001 - $15,000 |
9 | 500 Index Fund | Sale | 12/27/2022 | $1,001 - $15,000 |
10 | Small Cap Stock Fund | Sale | 12/27/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Capital One Credit Card | $15,001 - $50,000 | 2022 | indefinite |
2 | Discover Card | $15,001 - $50,000 | 2020 | May 2024 |
3 | Vanguard | $15,001 - $50,000 | 2022 | December 2026 |
4 | Citibank | $10,001 - $15,000 | 2022 | December 2025 |
5 | Ameriprise Visa | $15,001 - $50,000 | 2022 | November 2023 |
6 | USAA Amex | $15,001 - $50,000 | 2022 | March 2024 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 7 | The filer's spous's interest in the trust is 50% and the value ranges for the underlying holdings reflect that. |
6 | 7.1 | The trust is 100% invested in a whole life insurance policy that is itself totally invested in a number of diversified funds with no single stocks or bonds. |
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