Sarah Bang
Senior Advisor to National Credit Union Administration Vice Chairman
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.9 M - $7.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/14/2022)

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
IRA Trad #1
1.1
Ishares Russell 1000 Grw ETF IWF
$100,001 - $250,000
None (or less than $201)
1.2
iShares Russell 1000 Value ETF (IWD)
$250,001 - $500,000
None (or less than $201)
1.3
Clearbridge Large GWTH 1 SBLYX
$100,001 - $250,000
None (or less than $201)
1.4
Cohen & Steers PREF SEC & Inc 1 CPXIX
$50,001 - $100,000
None (or less than $201)
1.5
E V Atlanta Cap SEL EQ 1 ESDEIX
$50,001 - $100,000
None (or less than $201)
1.6
Heartford Midcap 1 HFMIX
$50,001 - $100,000
None (or less than $201)
1.7
JP Morgan Midcap Val 1 JMVSX
$50,001 - $100,000
None (or less than $201)
1.8
Lazard GLB EQ SEL Inst GESIX
$100,001 - $250,000
None (or less than $201)
1.9
Lazard GLB LSTD Infr PTF Inst GLIFX
$50,001 - $100,000
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
Wang Laboratories, defined benefit plan (value not readily ascertainable)
Retirement Payments
2
IRA Trad
2.1
Clearbridge Large Cap Growth Fund
$50,001 - $100,000
None (or less than $201)
2.2
Cohen & Steers Preferred Sec & Inc
$50,001 - $100,000
None (or less than $201)
2.3
Eaton Vance Atlanta Capital Select Eq.
$50,001 - $100,000
None (or less than $201)
2.4
Goldman Sachs Growth Opportunity Fund
$15,001 - $50,000
None (or less than $201)
2.5
JPMorgan Mid Cap Value I
$15,001 - $50,000
None (or less than $201)
2.6
Metropolitan West Total Return Bond Class I
$50,001 - $100,000
None (or less than $201)
2.7
MFS Value Fund Class I
$100,001 - $250,000
None (or less than $201)
2.8
Nationwide Geneva Small Cap Growth Fund
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Credit Union Checking
$1,001 - $15,000
None (or less than $201)
2
U.S. Credit Union Prime Share
None (or less than $1,001)
$201 - $1,000
3
U.S. Credit Union Prime share (2)
None (or less than $1,001)
None (or less than $201)
4
Money Mkt Acct (Cash)
$15,001 - $50,000
None (or less than $201)
5
Money Mkt Acct (Cash)
$1,001 - $15,000
None (or less than $201)
6
Money Mkt Acct (Cash)
$1,001 - $15,000
None (or less than $201)
7
Money Mkt Acct (Cash)
$1,001 - $15,000
None (or less than $201)
8
Money Mkt Acct (Cash)
$1,001 - $15,000
None (or less than $201)
9
Money Mkt Acct (Cash)
None (or less than $1,001)
None (or less than $201)
10
Money Mkt Account (Cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
METROPOLITAN WEST TOT RET BD I
Purchase
04/05/2021
$1,001 - $15,000
2
LORD ABBETT SHT DURATION INC F
Purchase
04/05/2021
$1,001 - $15,000
3
MFS VALUE I
Purchase
04/05/2021
$1,001 - $15,000
4
BNY MELLON INTL BOND I
Sale
04/05/2021
$15,001 - $50,000
5
CLEARBRIDGE LARGE CAP GWTH I
Sale
04/05/2021
$1,001 - $15,000
6
LAZARD GLB EQ SEL INST
Purchase
04/05/2021
$1,001 - $15,000
7
NATIONWIDE GENEVA SMCP GW F
Sale
04/05/2021
$1,001 - $15,000
8
PGIM JENN GLBL OPPORTUNITIES Z
Sale
04/05/2021
$15,001 - $50,000
9
INVESCO PREM US GOVT MNY INST
Purchase
04/05/2021
$1,001 - $15,000
10
COHEN & STEERS PREF SEC&INC I
Purchase
04/05/2021
$15,001 - $50,000

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
2
2
This is an IRA with $293.64 dollars in it.
5
2.4
Goldman Sachs Growth Opportunities Fund was renamed the Goldman Sachs Mid Cap Growth Fund in April 2022. Ticker will be GGOIX.
6
11.9
mislabelled on 2021 New Entrant report as Auburn National Corporation, Inc.
6
12.1
Private Equity Fund with undisclosed assets. Likely an EIF, but cannot confirm. Filer's remaining interest is less than $2,000.
6
13.12
Mislabelled "PRIVX (Sharespost 100 Fund Class A)" on 2021 New Entrant report.
7
179
Mislabelled "Nuvista" on 2021 New Entrant report.

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