Stefanie Langsam
Deputy Special Master (Funds Admin) (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $2.7 M - $6.3 M
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/12/2024)
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 | Roth IRA | |||
1.1 | BARON SELECT FUNDS EMERGING MARKETS FD INSTL SHS (BEXIX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | AMERICAN FUNDS GROWTH FUND OF AMERICA (GFFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | AMERICAN FUNDS NEW WORLD FUND (NFFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | AMERICAN FUNDS WASHINGTON MUTUAL FD (WMFFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | SMALLCAP WORLD FD INC (SMCFX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | UNDISCOVERED MANAGERS BEHAVIORAL VALUE (UBVLX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Carillon Ser TR Scout Mid Cap FD CL I (UMBMX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | LOCORR INVT Trust Macro Strategies Fund (LFMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Guggenheim FDS TR Total Return BD FD INSTL CL (GIBIX) | $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 |
|---|---|---|---|---|
1 | 403B | |||
1.1 | Vang Inst TR 2035 | $250,001 - $500,000 | None (or less than $201) | |
1.2 | VANG Inst TR 2030 | $1,001 - $15,000 | None (or less than $201) | |
2 | State of Maryland - Montgomery County Public Schools, defined benefit plan | $100,001 - $250,000 | None (or less than $201) | |
3 | MCPS Teacher | Salary | ||
4 | TSA-1 - Individual | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Life Insurance - NEA Term | $50,001 - $100,000 | None (or less than $201) | |
2 | AD&D Plus Life - NEA | $500,001 - $1,000,000 | None (or less than $201) | |
3 | NEA Premium Group Term | $15,001 - $50,000 | None (or less than $201) | |
4 | Selman (formerly Minnesota Life - NEA) | $250,001 - $500,000 | None (or less than $201) | |
5 | Protective Life | $250,001 - $500,000 | None (or less than $201) | |
6 | SGLC Investment Account | |||
6.1 | BARON SELECT FUNDS REAL ESTATE FUND (BREIX) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | AMERICAN FUNDS GROWTH FUND OF AMERICA (GFFFX) | $1,001 - $15,000 | $201 - $1,000 | |
6.3 | SMALLCAP WORLD FD INC (SMCFX) | $1,001 - $15,000 | None (or less than $201) | |
6.4 | UNDISCOVERED MANAGERS BEHAVIORAL VALUE (UBVLX) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | JP Morgan Growth Advantage Fund CL I (JGASX) | Purchase | 02/10/2023 | $100,001 - $250,000 |
2 | ALGER FDS II SPECTRA FD (ASPZX) | Sale | 02/10/2023 | $100,001 - $250,000 |
3 | Alger Focus Equity Fund Class Z Shares (ALZFX) | Sale | 02/08/2023 | $1,001 - $15,000 |
4 | American Funds Growth Fund of America (GFFFX) | Purchase | 02/08/2023 | $1,001 - $15,000 |
5 | Calvert Equity Fund (CEYIX) | Purchase | 02/07/2023 | $1,001 - $15,000 |
6 | ABBEY CAPITAL FUTUREEDP STRATEGY FUND CLASS I (ABYIX) | Sale | 01/18/2023 | $1,001 - $15,000 |
7 | AMG FUNDS GW&K MUNICIPAL BOND FUND CLASS I (GWMIX) | Purchase | 01/18/2023 | $1,001 - $15,000 |
8 | INVESCO AMT FREE MUNICIPAL FUND CLASS Y (OMFYX) | Sale | 01/18/2023 | $1,001 - $15,000 |
9 | INVESCO ROCHESTER MUNICIPAL OPPORTUNITIES Y (ORNYX) | Purchase | 01/18/2023 | $1,001 - $15,000 |
10 | THORNBURG INVT TR INTER MUN FD CL I (THMIX) | Sale | 01/18/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Home Mortgage | $100,001 - $250,000 | 2017 | 30 year |
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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