Monica Bertagnolli
Director of National Institutes of Health
Observations
- Millionaire
Estimated Net Worth
- $5.2 M - $19.7 M
Salary
- Unknown
Employment
- Started 11/07/2023
Financial Disclosure Details - OGE Form 278e (03/07/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Brigham & Women's Hospital/Dana Farber Cancer Inst. | Boston, Massachusetts | physician | 10/2022 |
2 | Atlanta, Georgia | Board of Directors | 8/2022 | |
3 | Bedford, Massachusetts | Consultant | 10/2022 | |
4 | Prevent Cancer Foundation | Alexandria, Virginia | Board of Directors | 8/2022 |
5 | Natera, Inc. | San Carlos, California | Board of Directors | 8/2022 |
6 | Leap Therapeutics | Cambridge, Massachusetts | Board of Directors | 8/2022 |
7 | Oncoclinicas Do Brasil Servicos Medicos | Sao Paulo, Brazil, Outside U.S. | Board of Directors | 8/2022 |
8 | Alliance for Clinical Trials in Oncology | Chicago, Illinois | President | 9/2022 |
9 | White Acorn Ranch | Newton, Massachusetts | Secretary | Present |
10 | Bertagnolli and Dannenberg, LLC | Newton, Massachusetts | Secretary | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | MITRE Corporation | Consulting Fees | $5,375 | |
2 | Brigham & Women's Hospital | Salary & bonus | $1,609,198 | |
3 | Oncoclinicas Do Brasil Servicos Medicos | Director Fees | $50,025 | |
4 | Leap Therapeutics | Director Fees | $32,821 | |
5 | Brigham & Women's Hospital - 403(b) -- 100% in Vanguard Target Retirement 2025 (VTTVX) | $1,000,001 - $5,000,000 | None (or less than $201) | |
6 | Mass General Brigham - 403(b) -- 100% in Vanguard Target Retirement 2025 (VTTVX) | $500,001 - $1,000,000 | None (or less than $201) | |
7 | Mass General Brigham 457(b) - 100% in Vanguard Target Retirement 2025 (VTTVX) | $100,001 - $250,000 | None (or less than $201) | |
8 | Mass General Brigham 401(A) - 100% in Vanguard Target Retirement 2025 (VTTVX) | $15,001 - $50,000 | None (or less than $201) | |
9 | TIAA-CREF acct (Weill Cornell Medical College) | |||
9.1 | TIAA Traditional Annuity-Supplemental Retirement Annuity | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Brigham & Women's Hospital 403(b) | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions. | 10/1999 |
2 | Mass General Brigham 403(b) | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions. | 10/1999 |
3 | Mass General Brigham 457(b) | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions. | 10/1999 |
4 | Mass General Brigham 401(a) | Boston, Massachusetts | I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions. | 10/1999 |
5 | Weill Cornell Medical College | New York, New York | TIAA-CREF acct. I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions. | 7/1994 |
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 | Jewish Family & Children's Services | caregiver support payments | ||
2 | Geode Capital 401K held at Fidelity -- 100% in Fidelity Government Money Mkt Fund (SPAXX) | $250,001 - $500,000 | None (or less than $201) | |
3 | BNP PARIBAS retirement plan -- 100% in Fidelity Treasury Only Money Mkt Fund (FDLXX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Self Employment IRA (SEP-IRA) - 100% cash account | $100,001 - $250,000 | None (or less than $201) | |
5 | Group One Trading LP (stockbroker) | consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank # 1 (cash accounts) | $100,001 - $250,000 | None (or less than $201) | |
2 | US bank # 2 (cash accounts) | $500,001 - $1,000,000 | None (or less than $201) | |
3 | US bank # 3 (cash accounts) | $500,001 - $1,000,000 | None (or less than $201) | |
4 | US brokerage acct. | |||
4.1 | US brokerage acct (cash) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Ameriprise Financial, Inc. (AMP) | $1,001 - $15,000 | None (or less than $201) | |
5 | Fidelity U Fund - MA 529 Plan (100% in College Portfolio) | $15,001 - $50,000 | None (or less than $201) | |
6 | MetLife Whole Life policy | $1,001 - $15,000 | None (or less than $201) | |
7 | Finitive Holdings, Inc., convertable note (value not readily ascertainable) | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Natera stock sale | Sale | 12/29/2022 | $250,001 - $500,000 |
2 | Selkirk Pharma, preferred stock series 1 57,656 shares; series 2 17,095 shares | Sale | 12/31/2022 | $500,001 - $1,000,000 |
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 |
|---|---|---|
1 | 1 | Concurrent position with Dana-Farber Cancer Inst. -- no additional compensation |
1 | 2 | Uncompensated |
1 | 4 | Uncompensated |
1 | 8 | Uncompensated |
1 | 9 | Uncompensated (no salary drawn) |
1 | 10 | Uncompensated (no salary drawn) |
1 | 12 | No reportable compensation received in the reporting period. |
1 | 13 | There is a single board of directors and President, with consolidated financial management, for the Alliance for Clinical Trials in Oncology Foundation; Alliance Foundation Trials, LLC; and Alliance Data Innovation Lab, LLC. Uncompensated, parking reimbursement only. |
1 | 14 | There is a single board of directors and President, with consolidated financial management, for the Alliance for Clinical Trials in Oncology Foundation; Alliance Foundation Trials, LLC; and Alliance Data Innovation Lab, LLC |
1 | 15 | There is a single board of directors and President, with consolidated financial management, for the Alliance for Clinical Trials in Oncology Foundation; Alliance Foundation Trials, LLC; and Alliance Data Innovation Lab, LLC |
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