Louisa M Terrell
Assistant to the President and Director of the White House Office of Legislative Affairs (Departed Administration)
Observations
- Lobbyist
Estimated Net Worth
- $431 K - $1.0 M
Salary
- $180 K
Employment
- 01/20/2021 - 07/31/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (04/29/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present | |
2 | Washington, District of Columbia | Senior Advisor and Director of Congressional Engagement | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | McKinsey Profit Sharing Retirement Plan | |||
1.1 | State Street Target Retirement 2065 Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | Charles Schwab Brokerage Account | |||
2.1 | Facebook Stock, ESPP account | None (or less than $1,001) | $100,001 - $1,000,000 | |
3 | Facebook 401k | |||
3.1 | Vanguard Target Retirement 2040 Fund | $50,001 - $100,000 | None (or less than $201) | |
4 | PT Fund, Inc. (Transition) | Salary | $8,144 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make any further contributions. | 11/2019 | |
2 | Palo Alto | I will continue to participate in this defined contribution plan. The plan sponsor will not make any further contributions. | 10/2011 |
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 | Saltbox Inc (Architecture) | Salary | ||
2 | Saltbox Inc (Architecture) | $15,001 - $50,000 | Distribution | |
3 | Vanguard SEP IRA | |||
3.1 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | None (or less than $201) | |
4 | The Levine Group: American Funds 401k | |||
4.1 | American Funds Growth Fund of America- R2 | $50,001 - $100,000 | None (or less than $201) | |
4.2 | American Funds EuroPacific Growth Fund-R2 | $1,001 - $15,000 | None (or less than $201) | |
4.3 | American Funds Washington Mutual Investors Fund-R2 | $50,001 - $100,000 | None (or less than $201) | |
4.4 | American Funds Income Fund of America-R2 | $15,001 - $50,000 | None (or less than $201) | |
4.5 | American Funds Bond Fund of America-R2 | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares | $50,001 - $100,000 | $15,001 - $50,000 | |
2 | Vanguard 500 Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
3 | Family Trust #1 | |||
3.1 | Vanguard Federal Money Market Fund | $50,001 - $100,000 | $201 - $1,000 | |
4 | UTMA | |||
4.1 | Vanguard 500 Index Fund Admiral Shares | $1,001 - $15,000 | $201 - $1,000 | |
5 | UGMA | |||
5.1 | Vanguard 500 Index Fund Admiral Shares | $15,001 - $50,000 | $2,501 - $5,000 | |
6 | DC College Savings Plan 529 #1 | |||
6.1 | DC College Savings in College Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Facebook, Inc. (FB) | Sale | 05/04/2021 | $250,001 - $500,000 |
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 | ||
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