Steven D. Aitken
Legal Advisor and Designated Agency Ethics Official (Departed Administration)
Estimated Net Worth
- $270 K - $807 K
Salary
- Unknown
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (06/27/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Decedent Trust of a family member | Fairfax, Virginia | Trustee | Present |
2 | Decedent estate of a family member | Fairfax , Virginia | Executor | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Bone Health & Osteoporosis Foundation (formerly the National Osteoporosis Foundation) | consulting fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank of America Corp (checking) | $1,001 - $15,000 | None (or less than $201) | |
2 | Prudential FlexGuard indexed variable annuity | $250,001 - $500,000 | None (or less than $201) | |
3 | American Bond Fund ABNDX | $1,001 - $15,000 | None (or less than $201) | |
4 | American Capital CWGIX | $1,001 - $15,000 | None (or less than $201) | |
5 | Lord Abbett Growth LGLCX | $1,001 - $15,000 | None (or less than $201) | |
6 | Bank of America NA RASP (money market) | $1,001 - $15,000 | Interest | None (or less than $201) |
7 | Blackrock Eqty Dividend MADVX | $1,001 - $15,000 | None (or less than $201) | |
8 | MFS Value FD CL I MEIXX | $1,001 - $15,000 | None (or less than $201) | |
9 | Clearbridge Large Cap SBLYX | None (or less than $1,001) | None (or less than $201) | |
10 | Ishares Russell 1000 Index IWF | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | Sale | 05/16/2022 | $1,001 - $15,000 |
2 | SPDR Bloomberg Barclays BIL | Sale | 07/18/2022 | $1,001 - $15,000 |
3 | iShares US Treasury Bond ETF (GOVT) | Purchase | 07/18/2022 | $1,001 - $15,000 |
4 | Clearbridge Large Cap SBLYX | Sale | 09/29/2022 | $1,001 - $15,000 |
5 | Vanguard Russell ET (VONG) | Purchase | 09/30/2022 | $1,001 - $15,000 |
6 | iShares US Treasury Bond ETF (GOVT) | Purchase | 10/14/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
7 | 2 | This sale of the SBDR Bloomberg BIL resulted in a balance of "0" at the end of 2022. |
7 | 4 | The sale of Clearbridge Large Cap SBLYX resulted in a "0" balance at the end of 2022. |
7 | 6 | In addition to the listed transactions, there were several purchases and sales during 2022 that were less than $1,000. Two of these transactions were (i) a sale of Schwab US Small-CAP ETF that resulted in a balance of "0" at the end of 2022, and (ii) a purchase of Vanguard Total International (BNDX). |
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