Scot Hagerthey
National Program Director For Sustainable And Healthy Communities Research Program
Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $3.6 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/12/2024)
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 | |||
1.1 | Flexshares Quality Dividend Index Fund QDF | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Fidelity Advisor New Insights Fund Class FINSX | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Morgan Stanley Institutional Fund CL MSFAX | $15,001 - $50,000 | None (or less than $201) | |
1.4 | ISHARES Core Growth AOR | $1,001 - $15,000 | None (or less than $201) | |
1.5 | SPDR SSGA Global Allocation GAL | $1,001 - $15,000 | None (or less than $201) | |
1.6 | First Eagle Global SGIIX | $15,001 - $50,000 | None (or less than $201) | |
1.7 | FPA Crescent Fund FPACX | $15,001 - $50,000 | None (or less than $201) | |
1.8 | JPMorgan Global Allocation GAOSX | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Thornburg Income Builder TIBIX | $15,001 - $50,000 | 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 | Nestle USA | salary, bonus | ||
2 | IRA | |||
2.1 | First Trust Value FVD | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Flexshares Quality QDF | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Fidelity Advisor New Insights FINSX | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Morgan Stanley Institutional Fund MSFAX | $50,001 - $100,000 | None (or less than $201) | |
2.5 | PGIM Jenn Health PHSZX | $15,001 - $50,000 | None (or less than $201) | |
2.6 | SPDR SSGA Global GAL | $1,001 - $15,000 | None (or less than $201) | |
2.7 | First Eagle Global SGIIX | $50,001 - $100,000 | None (or less than $201) | |
2.8 | FPA Crescent FPACX | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Johnson Controls International Plc (JCI) | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
2 | NB Crossroads Private Markets Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | VA College America 529 Plan | |||
3.1 | Capital World Growth & Income Fund Class 529-E Shares (CWIEX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American Funds Capital World Growth and Income Fund (FCWGX) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | American Funds Fundamental Investors Class 529-F-2 (FFXFX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | American Funds Fundamental Investors Class 529-E (CFNEX) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. financial institution (Bank Deposit Checking Accounts) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. financial institution (Savings Account) | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. financial institution (Money Market Account) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Matthews Asia Dividend Fund Investor Class Shares (MAPIX) | Sale | 07/11/2023 | $1,001 - $15,000 |
2 | Matthews Asia Dividend Fund Investor Class Shares (MAPIX) | Sale | 07/14/2023 | $1,001 - $15,000 |
3 | Nuveen Real Asset Income Fund Class I Shares (NRIIX) | Sale | 07/14/2023 | $15,001 - $50,000 |
4 | MainStay MacKay Short Duration High Yield Fund Class I Shares (MDHIX) | Purchase | 07/14/2023 | $1,001 - $15,000 |
5 | Columbia Mortgage Opportunities Fund Institutional Class Shares (CLMZX) | Sale | 07/14/2023 | $1,001 - $15,000 |
6 | Transamerica Multi-Asset Income Class I Shares (TSHIX) | Sale | 07/14/2023 | $15,001 - $50,000 |
7 | Fidelity Advisor New Insights Fund Class I Shares (FINSX) | Purchase | 07/14/2023 | $1,001 - $15,000 |
8 | iShares Core Growth Allocation ETF (AOR) | Purchase | 07/14/2023 | $15,001 - $50,000 |
9 | JPMorgan Income Builder Fund Class I Shares (JNBSX) | Sale | 07/14/2023 | $50,001 - $100,000 |
10 | iShares S&P 500 Growth ETF (IVW) | Purchase | 07/14/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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