Olivia A Dalton
Deputy Assistant to the President and White House Principal Deputy Press Secretary
Estimated Net Worth
- $482 K - $1.6 M
Salary
- Unknown
Employment
- Started 09/09/2022
Financial Disclosure Details - OGE Form 278e (05/03/2023)
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 | SEP IRA | |||
1.1 | Schwab Target 2045 Fund (SWMRX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
3 | Contributory IRA | |||
3.1 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
4 | Human Rights Campaign 401K | |||
4.1 | T Rowe Price Retirement I 2045 Fund Class I Shares (TRPKX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | JP Morgan Large Cap Growth R6 Fund | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 7/2015 | |
2 | Washington, District of Columbia | This LLC is currently dormant while I serve in the Federal Government. There are no outstanding client fees due to me. | 8/2020 |
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 | Betterment IRA | |||
1.1 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Total International Bond Index Fund ETF Shares (BNDX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Empower Retirement | |||
2.1 | Vanguard Institutional Target Retirement 2050 Fund Institutional Class Shares (VTRLX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Schwab Roth IRA | |||
3.1 | EuroPacific Growth Fund Class F2 Shares (AEPFX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Eaton Vance Atlanta Capital SMID-Cap Fund Class I Shares (EISMX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank 1 (cash) | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
2 | U.S. credit union 1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. credit union 2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | Northwest Mutual Life Insurance (whole life) | $1,001 - $15,000 | None (or less than $201) | |
5 | DC College Savings 529 Account | |||
5.1 | DC College Savings 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
6 | DC College Savings 529 Account #2 | |||
6.1 | DC College Savings 2037 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
6.2 | U.S. Total Stock Market Index Portfolio | $1,001 - $15,000 | None (or less than $201) | |
7 | BlackRock LifePath Index 2045 Fund Investor A Shares (LIHAX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Ford Motor Co. (F) | Sale | 12/16/2022 | $1,001 - $15,000 |
2 | Nintendo | Sale | 11/30/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $100,001 - $250,000 | 2014 | 30 years |
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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