Rebecca Wexler
Senior Director for Operations and Planning
Estimated Net Worth
- $418 K - $1.4 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Advisor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | US Senate | Salary/Bonus | $66,222 | |
2 | Lincoln Financial 401K | |||
2.1 | American Funds Growth & Income | $1,001 - $15,000 | None (or less than $201) | |
2.2 | LVIP Delaware Mid Cap Value Fund | $1,001 - $15,000 | None (or less than $201) | |
2.3 | LVIP Delaware Social Awareness | $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 | Latham & Watkins (law firm) | salary, bonus | ||
2 | Latham & Waktins, 401(k) plan (Schwab Retirement Account) | |||
2.1 | Vanguard Target Retirement 2050 Trust II | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | Merrill Lynch | |||
3.1 | Amazon.com, Inc. (AMZN) | $50,001 - $100,000 | Capital Gains | $50,001 - $100,000 |
3.2 | Berkshire Hathaway Inc. (BRKB) | $50,001 - $100,000 | Capital Gains | $15,001 - $50,000 |
3.3 | Cardinal Health, Inc. (CAH) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Eaton Corp. Plc (ETN) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | The Home Depot, Inc. (HD) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
3.6 | Johnson & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | UnitedHealth Group, Inc. (UNH) | $15,001 - $50,000 | 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 |
|---|---|---|
5 | 2.1 | VTR50 is a 401(k) through my employer, Latham & Watkins. It currently holds $175,000. It is a Vanguard Fund called Vanguard Target Retirement 2050 Trust II. The plan does not disclose to me the individual assets held by the fund, so I have no way to know or report if any individual amount exceeds $1,000. |
6 | 5 | The 529 Plan does not give me individual assets - it is 50% in 17695 - Moderately Aggressive Track: 80% Equity Portfolio and 50% in 19695 - Moderately Aggressive Portfolio. |
6 | 18 | I own ~4% of a commercial office building in Vero Beach, Florida. |
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