Tona M. Boyd
Special Assistant to the President and Special Counsel (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $265 K - $900 K
Salary
  • salary
    $130 K
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (04/28/2022)

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
University of Notre Dame (TIAA Creff 403(B))
1.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
1.2
College Retirement Equities Fund (QCSTIX)
$1,001 - $15,000
None (or less than $201)
1.3
TIAA-CREF Real Estate Securities Fund Institutional Class Shares (TIREX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Notre Dame, IN, Indiana
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2004

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
InvestED Analytics LLC (Sole Proprietorship)
Business Income
2
Schwab SEP IRA
2.1
iShares Core MSCI Emerging Markets ETF (IEMG)
$1,001 - $15,000
None (or less than $201)
2.2
iShares Core MSCI EAFE ETF (IEFA)
$15,001 - $50,000
None (or less than $201)
2.3
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
2.4
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
2.5
iShares Core S&P U.S. Value ETF (IUSV)
$1,001 - $15,000
None (or less than $201)
2.6
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
None (or less than $201)
2.7
iShares Core U.S. Aggregate Bond ETF (AGG)
$15,001 - $50,000
None (or less than $201)
2.8
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank 1 - cash
$100,001 - $250,000
None (or less than $201)
2
US Bank 2 - cash
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Schwab Government Money Fund Sweep Class Shares (SWGXX)
Sale
05/18/2022
$50,001 - $100,000
2
iShares Core MSCIEmerging Markets ETF (IEMG)
Sale
03/25/2021
$1,001 - $15,000
3
iShares Core 1-5 Year USD Bond ETF (ISTB)
Sale
01/04/2021
$1,001 - $15,000
4
Schwab Government Money Fund Sweep Class Shares (SWGXX)
Sale
05/12/2021
$1,001 - $15,000
5
Schwab Government Money Fund Sweep Class Shares (SWGXX)
Sale
03/09/2021
$1,001 - $15,000
6
iShares Core MSCI EAFE ETF (IEFA)
Sale
04/19/2021
$1,001 - $15,000
7
Schwab Government Money Fund Sweep Class Shares (SWGXX)
Purchase
04/22/2021
$1,001 - $15,000
8
Schwab Government Money Fund Sweep Class Shares (SWGXX)
Purchase
12/20/2021
$1,001 - $15,000
9
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Purchase
05/14/2021
$1,001 - $15,000
10
iShares Core S&P Mid-Cap ETF (IJH)
Purchase
05/14/2021
$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
Nothing reported in this section

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