Rosemarie Stephens-Booker
Regional Intergovernmental and External Affairs Specialist (Departed Administration)
Estimated Net Worth
- $860 K - $2.1 M
Salary
- Unknown
Employment
- Started 09/20/2021
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Brooklyn, New York | Sr. Associate | 7/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | BlocPower (Climate technology and deep energy retrofits) | Salary | $62,980 | |
2 | The Cadmus Group 401kj | |||
2.1 | money market (cash) | $1,001 - $15,000 | None (or less than $201) | |
3 | BlocPower 401k (held with Slavic) | |||
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Brooklyn, New York | I will not participate in this defined contribution plan after my separation. | 7/2021 | |
2 | Waltham, Massachusetts | I will not participate in this defined contribution plan after my separation. | 6/2008 |
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 | Google | salary, bonus, | ||
2 | Google Stock RSU | $250,001 - $500,000 | None (or less than $201) | |
3 | Google (Vanguard 401k) | |||
3.1 | Vanguard Developed Markets Index Fund Institutional Plus | $15,001 - $50,000 | ||
3.2 | Vanguard Emerging Markets Index Fund Institutional Plus | $1,001 - $15,000 | ||
3.3 | Vanguard Institutional 500 Index Trust | $15,001 - $50,000 | ||
3.4 | Vanguard Institutional Extended Market Index Trust | $15,001 - $50,000 | ||
3.5 | Vanguard Institutional Total Bond Market Index Trust | $1,001 - $15,000 | ||
3.6 | Vanguard Target Retirement 2050 Trust | $15,001 - $50,000 | ||
4 | Accenture Federal (Hewitt 401k) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Betterment | $15,001 - $50,000 | Dividends | $201 - $1,000 |
1.1 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | ||
1.2 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | ||
1.3 | iShares Short-Term Treasury Bond (SHV) | $1,001 - $15,000 | ||
1.4 | Vanguard Total International Bond (BNDX) | $1,001 - $15,000 | ||
1.5 | iShares Core S&P Total U.S. Stock Market (ITOT) | $1,001 - $15,000 | ||
1.6 | Schwab U.S. Large-Cap Value (SCHV) | $1,001 - $15,000 | ||
1.7 | VanguardEmerging Markets Stock Index Fund ETF Shares (VWO) | $1,001 - $15,000 | ||
1.8 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | ||
1.9 | SPDRNuveen Bloomberg Barclays Municipal Bond ETF (TFI) | $1,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Alphabet, Inc. (GOOG) | Sale | 09/30/2021 | $15,001 - $50,000 |
2 | Alphabet, Inc. (GOOG) | Sale | 12/28/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Sun Trust Mortgage | $100,001 - $250,000 | 2010 | 30 Years |
2 | Citizens Bank | $50,001 - $100,000 | 2019 | 5 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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