Shefali Mehta
Deputy Under Secretary for Research, Education, and Economics (REE)
Estimated Net Worth
  • estimated net worth
    $412 K - $1.3 M
Salary
  • salary
    Unknown
Employment
  • Started 11/15/2021

Financial Disclosure Details - OGE Form 278e (03/10/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Alexandria, Virginia
Consultant / Founder
11/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Open Rivers Consulting Associates
$123,000

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
1
Washington DC, District of Columbia
Consulting on data
2
Washington DC, District of Columbia
Consulted on data
3
Boston, Massachusetts
provided strategy on sustainability
4
Cambridge, Massachusetts
Consulted on strategy
5
Freeport, Maine
Consulted on equity in technology and research
6
West Salem, Ohio
Consultant on strategy

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
Fidelity Roth IRA
$1,001 - $15,000
1.1
IVV - IShares S&P 500
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
2
Fidelity Rollover IRA 1
$100,001 - $250,000
2.1
IQ Enhanced Core Plus Bond US ETF (AGGP)
$50,001 - $100,000
None (or less than $201)
2.2
Emerging Markets Core Equity Portfolio Institutional Class Shares (DFCEX)
$1,001 - $15,000
None (or less than $201)
2.3
DFAGlobal Real Estate Securities Portfolio (DFGEX)
None (or less than $1,001)
None (or less than $201)
2.4
International Core Equity Portfolio Institutional Class Shares (DFIEX)
$15,001 - $50,000
None (or less than $201)
2.5
US Core Equity 2 Portfolio Institutional Class Shares (DFQTX)
$50,001 - $100,000
None (or less than $201)
2.6
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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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