Sharon Yuan
Counselor And Chief Negotiator
Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $6.1 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/29/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | President | 5/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares Core Dividend Growth ETF (DGRO) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | iShares Core High Dividend ETF (HDV) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares iBonds Dec 2023 Term Corporate ETF (IBDO) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | iShares Edge MSCI Min Vol USA ETF (USMV) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares Preferred and Income Securities ETF (PFF) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 4/2015 | |
2 | Washington, District of Columbia | Pursuant to The Asia Group LLC's operating agreement and objective formula, I withdrew from the company prior to appointment and was entitled to the reimbursement of my membership interest, which was paid in equal payments over 6 months, beginning in June 2022. | 6/2022 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | iShares Core Dividend Growth ETF (DGRO) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | iShares Core High Dividend ETF (HDV) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | iShares Core S&P Small-Cap ETF (IJR) | $50,001 - $100,000 | $1,001 - $2,500 | |
4 | iShares iBonds Dec 2023 Term Corporate ETF (IBDO) | $1,001 - $15,000 | None (or less than $201) | |
5 | iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | $1,001 - $15,000 | None (or less than $201) | |
6 | iShares Edge MSCI Min Vol USA ETF (USMV) | $15,001 - $50,000 | $201 - $1,000 | |
7 | iShares Preferred and Income Securities ETF (PFF) | $15,001 - $50,000 | $1,001 - $2,500 | |
8 | iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) | $1,001 - $15,000 | $201 - $1,000 | |
9 | JPMorgan Ultra-Short Income ETF (JPST) | $15,001 - $50,000 | $201 - $1,000 | |
10 | SPDR S&P 500 ETF Trust (SPY) | $100,001 - $250,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Renaissance IPO ETF (IPO) | Sale | 12/30/2022 | $15,001 - $50,000 |
2 | ARK Innovation ETF (ARKK) | Sale | 12/30/2022 | $15,001 - $50,000 |
3 | iShares iBonds Dec 2022 Term Corporate ETF (IBDN) | Sale | 12/29/2022 | $15,001 - $50,000 |
4 | Tesla, Inc. (TSLA) | Sale | 09/13/2022 | $15,001 - $50,000 |
5 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 11/11/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | United Wholesale Mortgage | $250,001 - $500,000 | 2021 | 30 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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