Stephen Dee
Special Projects Manager, Immediate Office Of The Secretary (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $383 K - $1.1 M
Salary
  • salary
    Unknown
Employment
  • Started 06/19/2022
Departed Administration
  • Yes

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.

Do you have information about Stephen Dee that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Biden's Basement. All rights reserved