Monica Gorman
Special Assistant to the President for Manufacturing & Industrial Policy (The White House)
Estimated Net Worth
- $663 K - $1.8 M
Salary
- Unknown
Employment
- Started 09/01/2022
Financial Disclosure Details - OGE Form 278e (04/01/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | San Antonio, Texas | Trustee | 9/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | New Balance Athletics, Inc., deferred compensation: cash receivable | $50,001 - $100,000 | None (or less than $201) | |
2 | New Balance Athletics, Inc. 401K | |||
2.1 | NYL Insurance Anchor IV (Stable Value Fund) | $100,001 - $250,000 | None (or less than $201) | |
2.2 | MainStay MK HY Corp Bond r6 (MHYSX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | PIMCO Real Return Instl (PRRIX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Vanguard Target Ret 2025 Inst (VRIVX) | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Vanguard Target Ret 2030 Inst (VTTWX) | $100,001 - $250,000 | None (or less than $201) | |
2.6 | Institutional Index Fund (VINIX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Vanguard Total Int Stk Idx Adm (VTIAX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Vanguard Total Bond Index Inv (VBTIX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | Deferred compensation for NB employment in calendar years 2019 and 2020. Payment for 2019 was made in December 2022 and payment for 2020 will be made in 2024. | 1/2019 | |
2 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2012 | |
3 | San Francisco, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2003 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union #1 (cash) | $1,001 - $15,000 | Interest | $2,501 - $5,000 |
2 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
4 | U.S. bank #3 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | U.S. credit union #3 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
6 | MetLife Permanent Life Insurance, whole life | $1,001 - $15,000 | None (or less than $201) | |
7 | Massachusetts College Savings Plan | |||
7.1 | MA Portfolio 2033 (Fidelity Index) | $100,001 - $250,000 | None (or less than $201) | |
8 | Maryland 529 Plan | |||
8.1 | Portfolio 2033 | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American Beacon Small Cap Fund Class R (ASSRX) | Purchase | 01/20/2023 | $1,001 - $15,000 |
2 | JP Morgan Large Cap Growth Fund Class R6 Shares (JLGMX) | Purchase | 01/20/2023 | $15,001 - $50,000 |
3 | Goldman Sachs Small Cap Value Fund Class R6 Shares (GSSUX) | Sale | 01/20/2023 | $1,001 - $15,000 |
4 | T Rowe Price Growth Stock Fund, Inc Class I Shares (PRUFX) | Sale | 01/20/2023 | $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 |
|---|---|---|
2 | 1 | Half of the total long-term incentive payment was paid out in December 2022. |
6 | 4 | Joint account with father; father is primary account holder. |
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