Shelley Alth Leonard
Deputy Tax Legislative Counsel (Climate)
Observations
- Millionaire
Estimated Net Worth
- $8.0 M - $34.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/28/2024)
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 | TD Roth IRA | |||
1.1 | Dimensional Core 2 Portfolio | $1,001 - $15,000 | $201 - $1,000 | |
1.2 | Dimensional World ex-US Portfolio | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Dimensional Global Real Estate Portfolio | $15,001 - $50,000 | $1,001 - $2,500 |
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 | Geometric Wealth Advisors (investment management & financial planning) | $5,000,001 - $25,000,000 | salary, profit distribution | |
2 | IRA | |||
2.1 | Dimensional Core 2 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Dimensional 5-year Global Fixed Income Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Dimensional Investment Grade Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Dimensional Inflation-Protected Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2.5 | Dimensional Global Real Estate Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Dimensional Core 2 Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Dimensional World ex-US Portfolio | $250,001 - $500,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Joint Investment Account | |||
1.1 | Dimensional TA Core 2 Portfolio | $1,000,001 - $5,000,000 | $15,001 - $50,000 | |
1.2 | Dimensional World ex-US Portfolio | $500,001 - $1,000,000 | $15,001 - $50,000 | |
1.3 | Dimensional 5-year Global Fixed Income Portfolio | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | Dependent Child #1 Utah 529 | |||
2.1 | Dimensional Global Equities Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2.2 | Dimensional 5-year Global Fixed Income Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Vanguard Short-Term Inflation Protected Fund | $15,001 - $50,000 | None (or less than $201) | |
3 | Dependent Child #2 Utah 529 | |||
3.1 | Dimensional Global Equities Portfolio | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Dimensional World ex-US Portfolio | Sale | 03/21/2023 | $100,001 - $250,000 |
2 | Dimensional Emerging Markets Core Equity 2 | Purchase | 03/21/2023 | $50,001 - $100,000 |
3 | Dimensional International Core Equity 2 | Purchase | 03/21/2023 | $100,001 - $250,000 |
4 | Dimensional Emerging Markets Core Equity 2 | Sale | 04/21/2023 | $50,001 - $100,000 |
5 | Dimensional International Core Equity 2 | Sale | 04/21/2023 | $100,001 - $250,000 |
6 | Dimensional World ex-US Portfolio | Purchase | 04/21/2023 | $1,000,001 - $5,000,000 |
7 | Dimensional World ex-US Portfolio | Sale | 04/21/2023 | $500,001 - $1,000,000 |
8 | Dimensional 5-year Global Fixed Income Portfolio | Purchase | 04/24/2023 | $50,001 - $100,000 |
9 | Dimensional Core 2 Portfolio | Purchase | 04/24/2023 | $250,001 - $500,000 |
10 | Dimensional Core 2 Portfolio | Purchase | 04/25/2023 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Alliant Federal Credit Union | $10,001 - $15,000 | 2023 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Seth Blackley | Arlington, Virginia | Sailing trip in USVI | 4200 |
Endnotes
Section | # | Description |
|---|---|---|
9 | 1 | Gift of personal friendship. |
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