Ronald A. Klain
Assistant to the President & Chief of Staff (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $4.4 M - $12.2 M
Salary
- $180 K
Employment
- 01/20/2021 - 02/09/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/05/2022)
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 | Fidelity Blue Chip Growth Fund (FBGRX) | $500,001 - $1,000,000 | None (or less than $201) | |
2 | Fidelity Diversified International Fund (FDIVX) | $100,001 - $250,000 | None (or less than $201) | |
3 | Fidelity Government Cash Reserves (FDRXX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Fidelity Equity-Income Fund (FEQIX) | $100,001 - $250,000 | None (or less than $201) | |
5 | Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX) | $50,001 - $100,000 | None (or less than $201) | |
6 | Spartan Equity Index Investor Class | $50,001 - $100,000 | None (or less than $201) | |
7 | Janus Henderson Global Technology and Innovation Fund Class T Shares (JAGTX) | $250,001 - $500,000 | None (or less than $201) | |
8 | Janus Henderson Venture Fund Class D Shares (JANVX) | $250,001 - $500,000 | None (or less than $201) | |
9 | Janus Henderson Research Fund Class D Shares (JNRFX) | $100,001 - $250,000 | None (or less than $201) | |
10 | Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX) | $500,001 - $1,000,000 | 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 | Our Daily Planet | None (or less than $1,001) | None (or less than $201) | |
2 | Georgetown University | Salary | ||
3 | TIAA CREF Supplemental Retirement Annuity Plan of U Penn | |||
4 | TIAA CREF Lifecycle Index 2025 Inst'l (TLQIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Wintergreen Vacation Rental Property | $500,001 - $1,000,000 | Rent or Royalties | $50,001 - $100,000 |
2 | Met Whole Life Policy | $100,001 - $250,000 | $1,001 - $2,500 | |
3 | American Funds Bond Fund of America A (ABNDX) | $1,001 - $15,000 | $201 - $1,000 | |
4 | Janus Henderson Global Select Fund Class D Shares (JANRX) | $50,001 - $100,000 | $2,501 - $5,000 | |
5 | U.S. Bank # 4 (cash and CDs) | $1,000,001 - $5,000,000 | $5,001 - $15,000 | |
6 | U.S. Bank # 1 (cash) | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | U.S. Bank # 3 (cash and CDs) | $50,001 - $100,000 | $1,001 - $2,500 | |
8 | U.S. Bank # 2 (cash) | $15,001 - $50,000 | $1,001 - $2,500 | |
9 | Janus Henderson Research Fund Class D Shares (JNRFX) | $100,001 - $250,000 | $2,501 - $5,000 | |
10 | Janus Henderson Enterprise Fund Class T Shares (JAENX) | $15,001 - $50,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Wintergreen Vacation Rental Property | Sale | 10/21/2021 | $500,001 - $1,000,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Silicon Valley Bank | $250,001 - $500,000 | 2019 | 7 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Our Daily Planet is a daily environmental e-newsletter with approximately 11,000 daily subscribers. My spouse liquidated her 50% partnership interest in 2021 for $1000. |
6 | 1 | Rental income from residential property in Wintergreen, Virginia. Gross rent of $57000. Property sold in October 2021. |
8 | 1 | Property sold in October 2021. Mortgage paid off upon sale. |
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