Sonia Chessen
Deputy Assistant Secretary
Observations
- Millionaire
Estimated Net Worth
- $2.5 M - $6.2 M
Salary
- Unknown
Employment
- Started 01/22/2021
Records
Financial Disclosure Details - OGE Form 278e (01/15/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Agency Review Team Lead | 1/2021 | |
2 | Chevy Chase, Maryland | Principal | 8/2020 | |
3 | Washington, District of Columbia | Board Member | 1/2021 | |
4 | Bethesda, Maryland | Chair Program Committee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc | Salary | $37,770 | |
2 | IRA #1 | |||
2.1 | Invesco QQQ Trust (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | iShares Core S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | iShares Core S&P Small-Cap ETF (IJR) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard FTSE Emerging Markets Index Fund ETF Shares (VWO) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | Vanguard Dividend Appreciation Index Fund ETF Shares (VIG) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA) | $1,001 - $15,000 | None (or less than $201) | |
3 | Chessen Consulting LLC (LLC - indivdual consultant) | Salary | $131,092 |
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, District of Columbia | Slated the agency review teams for the Biden/Harris Transition team | |
2 | Chevy Chase, Maryland | Provide organizational development and strategic planning consulting services to non-profits. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | NCTA (Telecommunications association) | salary, bonus | ||
2 | NCTA 401(k) | |||
2.1 | iShares S&P 500 | $250,001 - $500,000 | None (or less than $201) | |
2.2 | iShares MSCI Eafe | $100,001 - $250,000 | None (or less than $201) | |
2.3 | Columbia Small Cap | $100,001 - $250,000 | None (or less than $201) | |
2.4 | Columbia Mid Cap | $100,001 - $250,000 | None (or less than $201) | |
2.5 | TIAA Core Bond | $100,001 - $250,000 | None (or less than $201) | |
2.6 | T Rowe Blue Chip | $1,001 - $15,000 | None (or less than $201) | |
2.7 | Pimco Income | $1,001 - $15,000 | None (or less than $201) | |
2.8 | Columbia Dividend Income | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account | |||
1.1 | Bank of America Corp | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Carroll Cnty MD Cons Pub Impt | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Baltimore MD Spl Oblig Cons | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Prince Georges Cnty MD Go | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Anne Arundel Cnty MD Cons Gen | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Maryland Wtr Quality Financing | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Maryland ST GO BDS 2016 | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Maryland ST Dept Transn Cons | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Montgomery Cnty MD GO Cons | $15,001 - $50,000 | 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 |
|---|---|---|
1 | 3 | Filer confirms she resigned effective January 28, 2021. |
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