Maura Dalton Calsyn
Deputy Assistant Secretary for Health Policy
Estimated Net Worth
- $985 K - $2.7 M
Salary
- $175 K
Employment
- Started 10/20/2021
Financial Disclosure Details - OGE Form 278e (05/09/2023)
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 | Ameriprise IRA | |||
1.1 | COLUMBIA SELIGMAN TECHNOLOGY & INFORMATION INSTL CL (CCIZX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FIDELITY ADVISOR NEW INSIGHTS CL I (FINSX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | JOHN HANCOCK DISCIPLINED VALUE CL I (JVLIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | CLEARBRIDGE MID CAP GROWTH CL I (LBGIX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | FRANKLIN MUTUAL EUROPEAN CL Z (MEURX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | INVESCO DEVELOPING MARKETS CL Y (ODVYX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | ISHARES 0-5 YR INVT GRADE CORP BOND ETF (SLQD) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | SPDR S&P 600 Small Cap ETF (SDY) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | AB SustainableGlobal Thematic Fund, Inc Advisor Class Shares (ATEYX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I continued to participate in this defined contribution plan for part of the reporting year. The plan sponsor did not make further contributions after my separation. | 4/2012 |
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 | Ameriprise #2 Account | |||
1.1 | CROWN CASTLE INTL CORP NEW (CCI) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ISHARES CORE MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | ISHARES CORE S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | ISHARES RUSSELL 2000 ETF (IWM) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | ISHARES RUSSELL MID CAP ETF (IWR) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | DELAWARE SMALL CAP CORE CL I (DCCIX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | EATON VANCE STOCK CL I (EIERX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | FIDELITY ADVISOR NEW INSIGHTS CL I (FINSX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | PIMCO INTL BOND U S DOLLAR HEDGED CL I2 (PFBPX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. credit union (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | HENNESSY GAS UTILITY INSTL CL (HGASX) | Sale | 01/10/2022 | $1,001 - $15,000 |
2 | SPDR S&P 600 Small Cap ETF (SDY) | Purchase | 01/10/2022 | $1,001 - $15,000 |
3 | AB SustainableGlobal Thematic Fund, Inc Advisor Class Shares (ATEYX) | Purchase | 11/19/2021 | $1,001 - $15,000 |
4 | Nuveen Global Infrastructure Fund Class I Shares (FGIYX) | Purchase | 11/19/2021 | $1,001 - $15,000 |
5 | iShares US Consumer Goods ETF (IYK) | Purchase | 04/20/2022 | $15,001 - $50,000 |
6 | Invesco S&P 500 Equal Weight Utilities ETF (RYU) | Purchase | 04/20/2022 | $15,001 - $50,000 |
7 | Growth Account Class R2 (QCGRPX) | Purchase | 11/23/2021 | $1,001 - $15,000 |
8 | Stock Account Class R2 (QCSTPX) | Purchase | 11/23/2021 | $1,001 - $15,000 |
9 | Carillon Scout Mid Cap Fund Class A Shares (CSMEX) | Purchase | 11/23/2021 | $1,001 - $15,000 |
10 | JPMorgan US Small Company Fund Class L Shares (JUSSX) | Purchase | 11/23/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | USAA | $15,001 - $50,000 | 2007 | monthly |
2 | American Education Services | $15,001 - $50,000 | 2005 | monthly |
3 | American Express | $15,001 - $50,000 | 2003 | Monthly |
4 | Chase | $15,001 - $50,000 | 2023 | Monthly |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1.16 | Per the filer, holding previously held and inadvertently omitted from report previous report. |
5 | 1.17 | Per the filer, holding previously held and inadvertently omitted from report previous report. |
5 | 1.18 | Per the filer, holding previously held and inadvertently omitted from report previous report. |
5 | 1.19 | Per the filer, holding previously held and inadvertently omitted from report previous report. |
5 | 1.20 | Per the filer, holding previously held and inadvertently omitted from report previous report. |
5 | 3 | Per the filer, retirement account previously held and inadvertently omitted from previous report. |
7 | 2 | Per the filer, holding inadvertently omitted. |
7 | 3 | Per the filer, holding inadvertently omitted. |
7 | 4 | Per the filer, holding inadvertently omitted. |
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