Stacy N. Eichner
Deputy Assistant to the President and Deputy Director of the Office of Presidential Personnel
Estimated Net Worth
  • estimated net worth
    $190 K - $1.1 M
Salary
  • salary
    $80 K
Employment
  • Started 01/16/2022

Financial Disclosure Details - OGE Form 278e (04/30/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Broward, Florida
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
iShares Russell 1000 Value ETF (IWD)
$1,001 - $15,000
None (or less than $201)
1.2
iShares Russell 1000 Growth ETF (IWF)
$1,001 - $15,000
None (or less than $201)
1.3
BlackRock Equity Dividend Fund Institutional Shares (MADVX)
$1,001 - $15,000
None (or less than $201)
1.4
Edgewood Growth Fund Institutional Class Shares (EGFIX)
$1,001 - $15,000
None (or less than $201)
1.5
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX)
$1,001 - $15,000
None (or less than $201)
1.6
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$1,001 - $15,000
None (or less than $201)
1.7
MFS Value Fund Class I Shares (MEIIX)
$1,001 - $15,000
None (or less than $201)
1.8
Oakmark International Fund Institutional Class Shares (OANIX)
$1,001 - $15,000
None (or less than $201)
1.9
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX)
$1,001 - $15,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1
$15,001 - $50,000
None (or less than $201)
2
Brokerage Account
2.1
iShares Russell 1000 Value ETF (IWD)
$15,001 - $50,000
$201 - $1,000
2.2
iShares Russell 1000 Growth ETF (IWF)
$15,001 - $50,000
None (or less than $201)
2.3
iShares US Treasury Bond ETF (GOVT)
$15,001 - $50,000
$201 - $1,000
2.4
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Mortgage-Backed Securities ETF Class Shares (VMBS)
$1,001 - $15,000
None (or less than $201)
2.6
BlackRock Equity Dividend Fund Institutional Shares (MADVX)
$15,001 - $50,000
$201 - $1,000
2.7
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX)
$15,001 - $50,000
None (or less than $201)
2.8
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Edgewood Growth Fund Institutional Class Shares (EGFIX)
Purchase
01/10/2023
$1,001 - $15,000
2
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX)
Purchase
01/10/2023
$1,001 - $15,000
3
BlackRock Equity Dividend Fund Institutional Shares (MADVX)
Purchase
01/10/2023
$1,001 - $15,000
4
iShares Russell 1000 Growth ETF (IWF)
Purchase
01/11/2023
$1,001 - $15,000
5
iShares US Treasury Bond ETF (GOVT)
Purchase
01/11/2023
$1,001 - $15,000
6
Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX)
Purchase
01/20/2023
$1,001 - $15,000
7
MFS Value Fund Class I
Purchase
01/20/2023
$1,001 - $15,000
8
PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX)
Purchase
01/20/2023
$1,001 - $15,000
9
BlackRock Equity Dividend Fund Institutional Shares (MADVX)
Purchase
01/20/2023
$1,001 - $15,000
10
BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX)
Purchase
01/20/2023
$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
1
1
Filer is also a beneficiary of the trust. All assets are below the reportable threshold in Part 6.

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