Matthew Klapper
Chief Of Staff To The Attorney General
Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $3.8 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | Brokerage Roth IRA Acct# 9588 | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | BlackRockGlobal Allocation Fund, Inc Institutional Shares (MALOX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Brokerage IRA Acct# 7965 | |||
2.1 | SPDR S&P MidCap 400 ETF (MDY) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | BlackRock Strategic Municipal Opportunities Fund Institutional Shares (MAMTX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Fidelity Total Market Index Fund (FSKAX) | $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 | UBS 401(k) Plan | |||
1.1 | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Northern Trust Gov St Inv Fund | $250,001 - $500,000 | None (or less than $201) | |
1.3 | Mondrian International Value Equity Fund (MPIEX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Artisan International Growth Equity Fund (ARTIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | William Blair SMID Cap Growth Fund | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Self-Directing Mutual Fund Window (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | VictoryIntegrity Small/Mid-Cap Value Fund Class Y Shares (MYISX) | $1,001 - $15,000 | None (or less than $201) | |
2 | UBS, Weehawken, NJ | Salary | ||
3 | The Carlyle Group 401-K Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account 062 | |||
1.1 | SPDR S&P 500 ETF Trust (SPY) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | Fidelity Low-Priced Stock Fund (FLPSX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.3 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | SPDR S&P MidCap 400 ETF (MDY) | $50,001 - $100,000 | $201 - $1,000 | |
1.5 | Fidelity Treasury Money Market FundFidelity Treasury Money Market (FZFXX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.6 | Fidelity Total Market Index Fund (FSKAX) | $15,001 - $50,000 | $201 - $1,000 | |
1.7 | Fidelity Contrafund (FCNTX) | $50,001 - $100,000 | $1,001 - $2,500 | |
1.8 | BlackRockGlobal Allocation Fund, Inc Institutional Shares (MALOX) | $1,001 - $15,000 | $201 - $1,000 | |
1.9 | SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | $50,001 - $100,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Contrafund (FCNTX) | Purchase | 02/10/2023 | $1,001 - $15,000 |
2 | Fidelity Contrafund (FCNTX) | Purchase | 12/08/2023 | $1,001 - $15,000 |
3 | Fidelity Total Market Index Fund (FSKAX) | Purchase | 12/15/2023 | $1,001 - $15,000 |
4 | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) - | Purchase | $15,001 - $50,000 |
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 |
|---|---|---|
7 | 1 | PURCHASE OF OF 98.664 SHARES THROUGH DIVIDEND REINVESTMENT. |
7 | 2 | PURCHASE OF 222.297 SHARES THROUGH DIVIDEND REINVESTMENT. |
7 | 3 | PURCHASE OF 13.863 SHARES THROUGH DIVIDEND REINVESTMENT |
7 | 4 | PURCHASE OF 597.1427 SHARES DURING THE YEAR FROM EMPLOYEE AND EMPLOYER CONTRIBUTIONS TO SPOUSE'S 401-K PLAN AND DIVIDEND REINVESTMENT. |
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