Manuel Daniel Menendez
Advisor to the Commissioner for Technology, Strategy, and Delivery
Estimated Net Worth
- $266 K - $940 K
Salary
- Unknown
Employment
- Started 11/22/2021
Records
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | St Bartholomew's Church | Salary | ||
2 | Archdiocese of Washington | Independent Contractor Fees | ||
3 | Child Care Services | Salary | ||
4 | IRA Account | |||
4.1 | American Funds Growth Portfolio Class A Shares (GWPAX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Archdiocese of Washington, 403(b) plan | |||
5.1 | Ave Maria Bond Fund (AVEFX) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | MFS International Diversification Fund Class R3 Shares (MDIHX) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | AM Small-cap Growth R | $1,001 - $15,000 | None (or less than $201) | |
5.4 | Delaware Small Cap Value Fund Class A Shares (DEVLX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | MFS Growth Fund Class C Shares (MFECX) | $15,001 - $50,000 | $5,001 - $15,000 | |
1.2 | New Perspective Fund Class C Shares (NPFCX) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | JPMorgan Growth Advantage Fund Class C Shares (JGACX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Hartford Balanced Income Fund Class C Shares (HBLCX) | $1,001 - $15,000 | $201 - $1,000 | |
1.5 | First Trust Dow Jones International Internet ETF (FDNI) | $1,001 - $15,000 | ||
1.6 | MFS Value Fund Class C Shares (MEICX) | $15,001 - $50,000 | $2,501 - $5,000 | |
2 | American Century Growth Fund Investor Class Shares (TWCGX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | Southern Company (SO) | $1,001 - $15,000 | Dividends | None (or less than $201) |
4 | U.S. bank (cash) #1 | $50,001 - $100,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund Institutional Plus Class Shares (VSMPX) | Sale | 12/28/2022 | $15,001 - $50,000 |
2 | Vanguard Institutional Total International Stock Market Index Trust II | Sale | 12/28/2022 | $1,001 - $15,000 |
3 | Vanguard Total Bond Market II Index Fund Institutional Shares (VTBNX) | Sale | 12/28/2022 | $1,001 - $15,000 |
4 | Vanguard Total International Bond II Index Fund | Sale | 12/28/2022 | $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 Manuel Daniel Menendez that is missing from this database?
Drop us a line at [email protected].