Steven Tave
Director, Office Of Strategic Planning And Operational Policy
Observations
- Millionaire
Estimated Net Worth
- $1.9 M - $4.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | IRA | |||
1.1 | Vanguard Dividend Growth (VDIGX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | Akre Focus Fund Inst (AKRIX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Primecap Odyssey Growth (POGRX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vanguard Total Stock Mkt (VTSAX) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Vanguard Total World Stock Index Fund Admiral Class Shares (VTWAX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Acadian Emerging Mkts (AEMGX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Morgan Stanley Global Franch (MSFAX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | BA Small Cap Growth (BAFSX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | BA Small Cap Value (BAUUX) | $15,001 - $50,000 | 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 | Brillient Corporation | Salary | ||
2 | IRA Acct | |||
2.1 | Vanguard Dividend Growth (VDIGX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Akre Focus Fund Inst (AKRIX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Primecap Odyssey Growth (POGRX) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Acadian Emerging Mkts (AEMGX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Vanguard Total World (VTWSX) | $15,001 - $50,000 | None (or less than $201) | |
2.6 | Morgan Stanley Global Franch (MSFAX) | $15,001 - $50,000 | None (or less than $201) | |
2.7 | Vanguard Total Stock Mkt (VTSAX) | $15,001 - $50,000 | None (or less than $201) | |
2.8 | Schwab Total Stock Market (SWTSX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | Maryland College Investment Plan | cash distribution | $85,558 | |
2.1 | Portfolio 2024 | $250,001 - $500,000 | None (or less than $201) | |
2.2 | Portfolio for Education Today | $250,001 - $500,000 | None (or less than $201) | |
3 | State of Israel bonds | $1,001 - $15,000 | None (or less than $201) | |
4 | Brokerage Account | |||
4.1 | Vanguard Dividend Growth (VDIGX) | $100,001 - $250,000 | None (or less than $201) | |
4.2 | Primecap Odyssey Growth (POGRX) | $50,001 - $100,000 | None (or less than $201) | |
4.3 | Akre Focus Fund Inst (AKRIX) | $50,001 - $100,000 | None (or less than $201) | |
4.4 | Vanguard Total World (VTWSX) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Voya Intermediate Bond Fund Class I Shares (IICIX) | Purchase | 06/08/2023 | $15,001 - $50,000 |
2 | Artisan International Value Fund Institutional Shares (APHKX) | Purchase | 02/23/2023 | $15,001 - $50,000 |
3 | Brown Advisory Total Return Fund Institutional Class Shares (BAFTX) | Sale | 06/08/2023 | $15,001 - $50,000 |
4 | ArtisanGlobal Value Fund Institutional Shares (APHGX) | Sale | 02/23/2023 | $15,001 - $50,000 |
5 | Voya Intermediate Bond Fund Class I Shares (IICIX) | Purchase | 06/08/2023 | $15,001 - $50,000 |
6 | Artisan International Value Fund Institutional Shares (APHKX) | Purchase | 02/23/2023 | $15,001 - $50,000 |
7 | Brown Advisory Total Return Fund Institutional Class Shares (BAFTX) | Sale | 06/08/2023 | $15,001 - $50,000 |
8 | ArtisanGlobal Value Fund Institutional Shares (APHGX) | Sale | 02/23/2023 | $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 |
|---|---|---|
Nothing reported in this section | ||
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