Morgan Ryan
Special Assistant to the Deputy Secretary
Estimated Net Worth
- $297 K - $1.2 M
Salary
- Unknown
Employment
- Started 10/04/2021
Records
Financial Disclosure Details - OGE Form 278e (05/15/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Cambridge Global Advisors | Washington, District of Columbia | Chief Operating Officer | 9/2021 |
2 | National Immigration Forum, Law Enforcement Immigration Task Force (LEITF) | Washington, District of Columbia | National Coordinator | 9/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Cambridge Global Advisors 401k plan: | |||
1.1 | American Funds growth fund of America class R6 | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Freedom index 2050 Fund | $1,001 - $15,000 | None (or less than $201) | |
2 | Cambridge Global Advisors | Salary | $236,783 | |
3 | Roth Contributory IRA | |||
3.1 | Whirlpool Corp. (WHR) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Cambridge Global Advisors | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 8/2013 |
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 | Hennessey & Roach PC (Law Firm) | salary, bonus | ||
2 | Hennessey & Roach PC 401K plan: | |||
2.1 | JPMorgan Equity Income R6 | $1,001 - $15,000 | None (or less than $201) | |
2.2 | T. Rowe Price Blue Chip Growth I | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares S&P 500 Index K | $1,001 - $15,000 | None (or less than $201) | |
2.4 | AB Discovery Growth Z | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Virtus NFJ Mid-Cap Value I | $1,001 - $15,000 | None (or less than $201) | |
2.6 | ishares russell mid-cap index k | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Delaware small cap value R6 | $1,001 - $15,000 | $1,001 - $2,500 | |
2.8 | iShares Russell 2000 SmCap Ind K | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | US bank 2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | Brokerage account: | |||
3.1 | Tesla, Inc. (TSLA) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | ConocoPhillips (COP) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Intel Corp. (INTC) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Walmart, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | AT&T (T) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | 2 | Cambridge Global Client |
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