Stacy N. Eichner
Deputy Assistant to the President and Deputy Director of the Office of Presidential Personnel
Estimated Net Worth
- $190 K - $1.1 M
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. |
Do you have information about Stacy N. Eichner that is missing from this database?
Drop us a line at [email protected].