Nathaniel Kaine
Chief Of Staff
Observations
- Millionaire
Estimated Net Worth
- $1.8 M - $6.8 M
Salary
- Unknown
Employment
- Started 01/16/2022
Records
Financial Disclosure Details - OGE Form 278e (05/11/2023)
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 | IRA | |||
1.1 | USAA Science & Technology Fund Fund Class Shares (USSCX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | USAA 500 Index Fund Member Shares (USSPX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | USAA Growth Fund Fund Class Shares (USAAX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | USAA Cornerstone Moderately Aggressive Fund (USCRX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | USAA International Fund Fund Class Shares (USIFX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | USAA Nasdaq-100 Index Fund (USNQX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | USAA Cornerstone Equity Fund (UCEQX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | USAA Target Retirement 2050 Fund (URFFX) | $1,001 - $15,000 | 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 | Legal Services Corporation | salary, bonus | ||
2 | IRA | |||
2.1 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Fidelity Small Cap Index Fund (FSSNX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Fidelity Mid Cap Enhanced Index Fund (FMEIX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Fidelity Mid Cap Index Fund (FSMDX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Fidelity International Small Cap Fund (FISMX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Fidelity Capital & Income Fund (FAGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Fidelity Total Market Index Fund (FSKAX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Legal Services Corporation 401k |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (Cash) | $1,001 - $15,000 | Interest | $201 - $1,000 |
2 | Residential Real Estate, Washington DC | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Residential Real Estate, Washington, D.C | $500,001 - $1,000,000 | Rent or Royalties | $15,001 - $50,000 |
4 | Residential Real Estate, Washington, D.C | $1,000,001 - $5,000,000 | Rent or Royalties | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Residential Real Estate, Washington, D.C | Purchase | 07/08/2022 | $1,000,001 - $5,000,000 |
2 | USAA Science & Technology Fund Fund Class Shares (USSCX) | Purchase | 03/21/2022 | $1,001 - $15,000 |
3 | USAA 500 Index Fund Member Shares (USSPX) | Purchase | 03/21/2022 | $1,001 - $15,000 |
4 | Fidelity Total Market Index Fund (FSKAX) | Purchase | 03/07/2022 | $1,001 - $15,000 |
5 | American Century One Choice 2055 Portfolio Investor Class Shares (AREVX) | Sale | 03/07/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mohela | $100,001 - $250,000 | 2015 | Open-Ended |
2 | First Home Mortgage Corportation | $250,001 - $500,000 | 2022 | 30 |
3 | Navy Federal Credit Union | $100,001 - $250,000 | 2022 | 40 |
4 | Morgan Stanley | $1,000,001 - $5,000,000 | 2022 | 30 |
5 | First Home Mortgage Corporation | $500,001 - $1,000,000 | 2021 | 30 |
6 | Chase Bank | $15,001 - $50,000 | 2022 | Open-Ended |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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