Marquerite L Clavel
Chief of Staff (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- Departed 07/31/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278 Termination (08/28/2023)
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 | Bill & Melinda Gates Foundation, 403(b) plan | |||
1.1 | Metropolitan West Total Return Bond I (MWTIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Total Bond Market Index I (VBTIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | American Funds Europacific Gr R6 (RERGX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity 500 Index (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Fidelity Total Intl Index Instl Premium (FTIHX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Loomis Sayles Small Cap Growth Instl (LSSIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | MFS Value R4 (MEIJX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Vanguard Mid-Cap Value Index Admiral (VMVAX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Seattle, Washington | I will continue to participate in these two defined contribution plans, but the plan sponsor no longer makes contributions. | 5/2015 |
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 | McGuireWoods LLP (Law firm) capital account | $250,001 - $500,000 | Interest | $5,001 - $15,000 |
2 | McGuireWoods, 401(k) plan: | |||
2.1 | T. Rowe Price Retire 2040 Tr B | $500,001 - $1,000,000 | None (or less than $201) | |
3 | McGuireWoods LLP (Law firm) | salary | ||
4 | McGuireWoods Cash Balance Pension Plan | $100,001 - $250,000 | None (or less than $201) | |
5 | Davenport IRA | |||
5.1 | SIRIUS XM HOLDINGS INC COM (SIRI) | None (or less than $1,001) | $201 - $1,000 | |
5.2 | DAVENPORT EQUITY OPPORTUNITIES FUND (DEOPX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Rocky Branch Enterprises LLC (real estate holding company) | |||
1.1 | Residential real estate, Cartersville, VA | $100,001 - $250,000 | Rent or Royalties | $2,501 - $5,000 |
1.2 | Residential real estate, Cartersville, VA | $100,001 - $250,000 | Rent or Royalties | $5,001 - $15,000 |
2 | U.S. bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | Virginia College Savings Plan | |||
3.1 | AF Growth Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | DC college savings plan | |||
4.1 | Non-U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.2 | US Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4.3 | U.S. Small Cap Equity Portfolio | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Davenport Value and Income Fund (DVIPX) | Purchase | 02/07/2023 | $100,001 - $250,000 |
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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