Patrick Lechleitner
Deputy Director and Senior Official, & (acting) Director (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $4.3 M - $12.8 M
Salary
- Unknown
Employment
- Started 07/01/2023
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (03/09/2022)
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 | Fidelity Traditional IRA | $250,001 - $500,000 | $15,001 - $50,000 | |
1.1 | Strategic Advisers Core (FALCX) | $100,001 - $250,000 | $5,001 - $15,000 | |
1.2 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | $201 - $1,000 | |
1.3 | Strategic Advisers International Fund (FILFX) | $15,001 - $50,000 | $5,001 - $15,000 | |
1.4 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Strategic Advisers Core Income Fund (FPCIX) | $1,001 - $15,000 | $5,001 - $15,000 | |
1.6 | Strategic Advisers Income Opportunities Fund (FPIOX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.7 | Strategic Advisers Emerging Markets Fund (FSAMX) | $15,001 - $50,000 | $5,001 - $15,000 | |
1.8 | Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.9 | Strategic Advisers Small-Mid Cap Fund (FSCFX) | $15,001 - $50,000 | $5,001 - $15,000 |
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 | Atkinson Construction (Clark Construction Group) (Construction) | salary, bonus | ||
2 | Traditioanl IRA WJM TOD | $50,001 - $100,000 | None (or less than $201) | |
2.1 | FDRXX GOVER | None (or less than $1,001) | None (or less than $201) | |
2.2 | Fidelity Limited Term Municipal Income Fund (FSTFX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Wells Fargo Advantage Ult S/T Mun Inc A | $1,001 - $15,000 | None (or less than $201) | |
2.4 | T AT&T | $50,001 - $100,000 | $15,001 - $50,000 | |
2.5 | Verizon Communications Inc | $1,001 - $15,000 | $1,001 - $2,500 | |
3 | ROTH IRA BDA WJM | $1,001 - $15,000 | $5,001 - $15,000 | |
3.1 | Fidelity Freedom 2040 | $1,001 - $15,000 | $5,001 - $15,000 | |
3.2 | FDRXX | None (or less than $1,001) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank account #2 | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
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 |
|---|---|---|
5 | 5.9 | Asset held in 2019 but not reported due to falling below reportable asset threshold. Asset performance in 2020 required reporting asset this year. |
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