Lee Satterfield
Assistant Secretary of State for Educational & Cultural Affairs
Observations
- Millionaire
Estimated Net Worth
- $4.7 M - $18.6 M
Salary
- Unknown
Employment
- Started 11/18/2021
Financial Disclosure Details - OGE Form 278e (02/14/2023)
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 | SEP-IRA | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
2 | TIAA-CREF Social Choice Equity Fund Institutional Class Shares (TISCX) | $250,001 - $500,000 | None (or less than $201) | |
3 | TIAA-CREF Social Choice Equity Fund Institutional Class Shares (TISCX) | $100,001 - $250,000 | 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 | Fidelity Rollover IRA | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $500,001 - $1,000,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank Cash Account | $1,000,001 - $5,000,000 | Interest | $5,001 - $15,000 |
2 | U.S. credit union Cash Account | $15,001 - $50,000 | None (or less than $201) | |
3 | Fidelity 500 Index Fund (FXAIX) | $500,001 - $1,000,000 | $1,001 - $2,500 | |
4 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | $201 - $1,000 | |
5 | Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 | $201 - $1,000 | |
6 | DC College Savings 529 #2 | cash distributions | $59,350 | |
6.1 | DC College Savings In College Portfolio | $1,001 - $15,000 | None (or less than $201) | |
7 | US Treasury 6 Month Bond | $1,000,001 - $5,000,000 | Interest | $50,001 - $100,000 |
8 | Fidelity Government Money Market Fund (SPAXX) | $1,000,001 - $5,000,000 | $201 - $1,000 | |
9 | S&P 500 Indexed variable annuity (inherited) | $250,001 - $500,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Institutional Target Retirement 2030 Fund | Sale | 06/29/2022 | $100,001 - $250,000 |
2 | Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX) | Sale | 06/29/2022 | $50,001 - $100,000 |
3 | Vanguard Total International Stock Index Fund Investor Shares (VGTSX) | Sale | 06/29/2022 | $15,001 - $50,000 |
4 | Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX) | Sale | 06/29/2022 | $1,001 - $15,000 |
5 | Vanguard Total International Bond II Index Fund | Sale | 06/29/2022 | $1,001 - $15,000 |
6 | Fidelity 500 Index Fund (FXAIX) | Purchase | 06/29/2022 | $250,001 - $500,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Mortgage | $500,001 - $1,000,000 | 2018 | 10 Year I/O, 30 Year Fixed |
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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