Lia Wentworth
General Counsel and Designated Agency Ethics Official
Estimated Net Worth
- $101 K - $690 K
Salary
- Unknown
Employment
- Started 02/03/2023
Records
Financial Disclosure Details - OGE Form 278e (02/25/2023)
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 | Roth Acct #1 | |||
1.1 | MongoDB ("MDB") | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Uniti Group ("UNIT") | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Invesco S&P 500 Quality ETF ("SPHQ") | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Cash | $1,001 - $15,000 | None (or less than $201) | |
2 | Taxable Account | |||
2.1 | American Tower Corporation (REIT) (AMT) | $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 | Roth Acct #1 | |||
1.1 | Butterfly Network "BFLY" | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Brookfield Properties Preferred "BPYPN" | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Salesforce Inc. "CRM" | $1,001 - $15,000 | None (or less than $201) | |
1.4 | DataDog Inc. "DDOG" | $1,001 - $15,000 | None (or less than $201) | |
1.5 | EPR Properties Preferred "EPR/PRG" | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Essential Properties REIT "EPRT" | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Microstrategy Inc. "MSTR" | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Matterport Inc. | $1,001 - $15,000 | None (or less than $201) | |
1.9 | ProKidney Corp. "PROK" | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) | |
2 | BSR Real Estate "BSRTF" | $1,001 - $15,000 | None (or less than $201) | |
3 | Carrier Global Corporation Common Stock (CARR) | $1,001 - $15,000 | None (or less than $201) | |
4 | Fortinet, Inc. (FTNT) | $1,001 - $15,000 | None (or less than $201) | |
5 | The Home Depot, Inc. (HD) | $1,001 - $15,000 | None (or less than $201) | |
6 | The Coca-Cola Co. (KO) | $1,001 - $15,000 | None (or less than $201) | |
7 | ServiceNow, Inc. (NOW) | $1,001 - $15,000 | None (or less than $201) | |
8 | UMH Properties, Inc. (UMH) | None (or less than $201) | ||
9 | Maryland 529 College Investment Plan- Portfolio 2024 | $50,001 - $100,000 | None (or less than $201) | |
10 | Maryland 529 College Investment Plan- Portfolio 2039 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Chase Freedom | $15,001 - $50,000 | 2022 | Revolving |
2 | BHEA US Bank | $15,001 - $50,000 | 2003 | 28 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Filer's Information | 1 | I am currently the Acting DISA General Counsel as of 3 February 2023. |
6 | 9 | Spouse is owner, FBO son |
6 | 10 | Spouse owner, FBO niece |
6 | 11 | Spouse owned. FBO son |
6 | 12 | Filer owned. FBO son |
6 | 13 | Spouse owned, FBO niece |
6 | 14 | Filer owned. FBO son. |
6 | 15 | Spouse owned, FBO son. Investment mix is "Global Allocation 25/75", "Global Equity", and "US Small Cap Value". |
6 | 16 | Spouse owned, FBO son. |
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