Stephen Dee
Special Projects Manager, Immediate Office Of The Secretary
Estimated Net Worth
- $383 K - $1.1 M
Salary
- Unknown
Employment
- Started 06/19/2022
Financial Disclosure Details - OGE Form 278e (04/22/2022)
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 | Covington 401K | $100,001 - $250,000 | Capital Gains Dividends Interest | $5,001 - $15,000 |
1.1 | Dodge & Cox Stock Fund (DODGX) | $15,001 - $50,000 | Capital Gains Dividends | $201 - $1,000 |
1.2 | JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX) | $15,001 - $50,000 | Capital Gains Dividends | $2,501 - $5,000 |
1.3 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $15,001 - $50,000 | Capital Gains Dividends | $1,001 - $2,500 |
1.4 | American Beacon Small Cap Value Fund Class R5 Shares (AVFIX) | $1,001 - $15,000 | Capital Gains Dividends | $201 - $1,000 |
1.5 | Vanguard Extended Market Index Fund Institutional Shares (VIEIX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | T Rowe Price QM US Sm-Cap Growth Eqty Fd, Inc (PRDSX) | $1,001 - $15,000 | Capital Gains Dividends | $1,001 - $2,500 |
1.7 | Schwab International Index Fund (SWISX) | $1,001 - $15,000 | Capital Gains Dividends | $201 - $1,000 |
1.8 | JPMorgan Emerging Markets Equity Fund Class R6 Shares (JEMWX) | $1,001 - $15,000 | Capital Gains Dividends | $201 - $1,000 |
1.9 | MFS International Diversification Fund Class R4 Shares (MDITX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | I will continue to participate in this retirement plan. The plan sponsor will not make contributions after my separation. | 9/2014 |
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 | U.S. Bank #1 | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Bank #2 | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard Mid-Cap Growth Fund (VMGRX) | $100,001 - $250,000 | $50,001 - $100,000 | |
4 | Vanguard Wellesley Income Fund Admiral Shares (VWIAX) | $100,001 - $250,000 | $5,001 - $15,000 |
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 |
|---|---|---|
2 | 1 | I will continue to participate in this defined contribution plan. The plan sponsor will not make contributions after my separation. |
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