Michael Fitzpatrick
Ecuador - Ambassador To The Republic Of (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.2 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Fairfax, Virginia | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | MJF ROTH IRA | |||
1.1 | Parnassus Core Equity Fund Investor Shares (PRBLX) | $50,001 - $100,000 | ||
1.2 | State Street S&P 500 Index Fund Class N Shares (SVSPX) | $50,001 - $100,000 | ||
1.3 | CASH | $50,001 - $100,000 | 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 | Inter-American Development Bank | Wages | ||
2 | INTER-AMERICAN DEVELOPMENT BANK, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
3 | SVF ROTH IRA | |||
3.1 | State Street S&P 500 Index Fund Class N Shares (SVSPX) | $100,001 - $250,000 | ||
3.2 | CASH | $50,001 - $100,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Credit Union Acct #1 (cash acct) | $100,001 - $250,000 | None (or less than $201) | |
2 | US Credit Union Acct #2 (cash acct) | $1,001 - $15,000 | None (or less than $201) | |
3 | US Brokerage Account (cash acct) | $100,001 - $250,000 | None (or less than $201) | |
4 | Residential Rental (Vienna/VA) | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | MetWest Total Return Bond Fund Class M Shares (MWTRX) | Sale | 09/10/2021 | $50,001 - $100,000 |
2 | MetWest Total Return Bond Fund Class M Shares (MWTRX) | Sale | 09/10/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Truist (FKA SunTrust) | $250,001 - $500,000 | 2015 | 25 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 1 | MJF ROTH IRA |
7 | 2 | SVF ROTH IRA |
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