Manuel Daniel Menendez
Advisor to the Commissioner for Technology, Strategy, and Delivery
Estimated Net Worth
  • estimated net worth
    $266 K - $940 K
Salary
  • salary
    Unknown
Employment
  • Started 11/22/2021

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

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