Rebecca Lissner
Special Assistant To The President And Deputy National Security Advisor
Observations
- Millionaire
Estimated Net Worth
- $3.4 M - $11.2 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (04/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Non-resident Scholar (uncompensated ) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | SEP IRA | Dividends | $201 - $1,000 | |
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | ||
1.2 | FidelityGlobal ex US Index Fund (FSGGX) | $1,001 - $15,000 | ||
1.3 | Fidelity Total Market Index Fund (FSKAX) | $1,001 - $15,000 | ||
1.4 | Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 | ||
2 | Beneficiary IRA | Dividends | $15,001 - $50,000 | |
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | ||
2.2 | Dodge & Cox Income Fund (DODIX) | $100,001 - $250,000 | ||
2.3 | iShares MSCI EAFE ETF (EFA) | $15,001 - $50,000 | ||
2.4 | Fidelity Emerging Markets Index Fund (FPADX) | $15,001 - $50,000 |
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 | Ridgewood (Investment Firm) | salary, bonus | ||
2 | Roth IRA | None (or less than $201) | ||
2.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | ||
2.2 | Fidelity Total Market Index Fund (FSKAX) | $1,001 - $15,000 | ||
2.3 | WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | $1,001 - $15,000 | ||
3 | Traditional IRA | Dividends | $201 - $1,000 | |
3.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | ||
3.2 | Fidelity Emerging Markets Index Fund (FPADX) | $1,001 - $15,000 | ||
3.3 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | ||
3.4 | Vanguard Small-Cap Index Fund ETF Shares (VB) | $1,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity Index Equity Mutual Fund NHX203606 | $100,001 - $250,000 | ||
2 | Fidelity Index Equity Mutual Fund NHX203903 | $50,001 - $100,000 | ||
3 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | ||
4 | Fidelity MSCI Health Care Index ETF (FHLC) | $1,001 - $15,000 | ||
5 | iShares Cohen & Steers REIT ETF (ICF) | $15,001 - $50,000 | ||
6 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $1,001 - $15,000 | ||
7 | WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | $15,001 - $50,000 | ||
8 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | ||
9 | Fidelity Emerging Markets Fund (FEMKX) | $50,001 - $100,000 | ||
10 | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Walmart, Inc. (WMT) | Sale | 03/03/2023 | $1,001 - $15,000 |
2 | Meta Platforms Inc. Class A Common Stock (META) | Sale | 03/03/2023 | $1,001 - $15,000 |
3 | Johnson & Johnson (JNJ) | Sale | 03/03/2023 | $15,001 - $50,000 |
4 | Alphabet, Inc. (GOOG) | Sale | 03/03/2023 | $15,001 - $50,000 |
5 | The Walt Disney Co. (DIS) | Sale | 03/03/2023 | $1,001 - $15,000 |
6 | Alphabet, Inc. (GOOG) | Sale | 03/03/2023 | $15,001 - $50,000 |
7 | Apple, Inc. (AAPL) | Sale | 03/03/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo | $1,000,001 - $5,000,000 | 2020 | 10 |
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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