Susannah Spellman
Deputy Associate Administrator For Planning And Program Development
Estimated Net Worth
- $622 K - $1.7 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/23/2024)
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 | Morgan Stanley Rollover IRA | |||
1.1 | Health Care Select Sector SPDR Fund (XLV) | None (or less than $1,001) | $201 - $1,000 | |
1.2 | VanguardPacific Stock Index FundVanguard FTSEPacific ETF Shares (VPL) | None (or less than $1,001) | $201 - $1,000 | |
1.3 | Vanguard Long-Term Corporate Bond Index Fund ETF Class Shares (VCLT) | None (or less than $1,001) | $201 - $1,000 | |
1.4 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | None (or less than $1,001) | $201 - $1,000 | |
1.5 | New Perspective Fund Class F2 Shares (ANWFX) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.6 | CALVERT HIGH YIELD BOND I (CYBIX) | None (or less than $1,001) | $201 - $1,000 | |
1.7 | MS Money Market | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT) | None (or less than $1,001) | $201 - $1,000 | |
1.9 | iShares Treasury Floating Rate Bond ETF (TFLO) | None (or less than $1,001) | $201 - $1,000 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank (cash) (checking/savings) | $15,001 - $50,000 | None (or less than $201) | |
2 | Franklin Utilities Fund Advisor Class (FRUAX) | None (or less than $1,001) | $201 - $1,000 | |
3 | JPMorgan Income Builder Fund Class I Shares (JNBSX) | None (or less than $1,001) | $201 - $1,000 | |
4 | MS Money Market | $15,001 - $50,000 | None (or less than $201) | |
5 | JPMorgan Equity Income Fund Class I Shares (HLIEX) | $50,001 - $100,000 | $1,001 - $2,500 | |
6 | Valley National Bank CD | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
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 |
|---|---|---|
Nothing reported in this section | ||
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