Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $48.1 M - $216.9 M
Salary
- Unknown
Employment
- 04/21/2021 - 01/31/2024
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (05/13/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Council Member | 1/2021 | |
2 | Washington, District of Columbia | Steering Committee member | 1/2021 | |
3 | New York, New York | Board Member | 1/2021 | |
4 | Washington, District of Columbia | Board of Directors member | 1/2021 | |
5 | New York, New York | Board of Directors member | 1/2021 | |
6 | Washington, District of Columbia | Civil Rights Committee | 1/2021 | |
7 | Washington, District of Columbia | President and CEO | 4/2021 | |
8 | Washington, District of Columbia | President and CEO | 4/2021 | |
9 | Bonita Springs, Florida | Co-trustee | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Leadership Conference Education Fund | Salary | $61,243 | |
2 | Roth IRA | |||
2.1 | TIAA Traditional | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | Schwab International Index (SWISX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | U.S. brokerage cash (money market) account | $1,001 - $15,000 | None (or less than $201) | |
4 | Paramount Pictures Option to Purchase Life Rights | $100,001 - $250,000 | Option Payment | $6,000 |
5 | Columbia University - 10/8/20 | Honorarium | $2,500 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I closed this plan in 2021 and the 401k proceeds were rolled into my IRA. | 6/2017 |
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 | Legal Aid Society of the District of Columbia | salary and bonus | ||
2 | Legal Aid Society of the District of Columbia Profit Sharing Plan - 401(k) | |||
2.1 | Large-Cap Index Equity Fund R2 | $250,001 - $500,000 | None (or less than $201) | |
2.2 | International Equity Index R2 | $50,001 - $100,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | Vanguard Short-Term Investment Grade Bond Fund (VFSUX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Schwab S&P 500 Index (SWPPX) | $100,001 - $250,000 | None (or less than $201) | |
3.3 | Schwab International Index Fund (SWPPX) | $15,001 - $50,000 | None (or less than $201) | |
3.4 | U.S. brokerage cash (money market) account | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank # 4 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
2 | Utah my529 (Child #1) | |||
2.1 | Global Equity 70/30 US & Intl | $50,001 - $100,000 | None (or less than $201) | |
3 | Utah my529 (Child # 2) | |||
3.1 | Global Equity 70/30 US & International | $50,001 - $100,000 | None (or less than $201) | |
4 | Utah my529 (Child # 3) | |||
4.1 | PIMCO Interest Income Fund | $50,001 - $100,000 | None (or less than $201) | |
5 | Family Trust #1 (2008) | Mandatory Distributions | $131,280 | |
5.1 | Charles Schwab Bank (sweep) | $100,001 - $250,000 | $201 - $1,000 | |
5.2 | Vanguard High Dividend Yield ETF (VYM) | $100,001 - $250,000 | $15,001 - $50,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market (VTI) | Purchase | 06/18/2021 | $5,000,001 - $25,000,000 |
2 | Vanguard Total International Stock (VXUS) | Purchase | 06/18/2021 | $1,000,001 - $5,000,000 |
3 | Vanguard Total International Stock (VXUS) | Purchase | 06/17/2021 | $1,000,001 - $5,000,000 |
4 | Vanguard Total Stock Market (VTI) | Purchase | 06/17/2021 | $5,000,001 - $25,000,000 |
5 | Aptiv (APTV) | Sale | 05/21/2021 | $500,001 - $1,000,000 |
6 | Avantor (AVTR) | Sale | 05/25/2021 | $1,000,001 - $5,000,000 |
7 | Avantor (AVTR) | Sale | 05/24/2021 | $5,000,001 - $25,000,000 |
8 | Avantor (AVTR) | Sale | 05/27/2021 | $1,000,001 - $5,000,000 |
9 | Avantor (AVTR) | Sale | 05/21/2021 | $1,000,001 - $5,000,000 |
10 | Avantor (AVTR) | Sale | 05/26/2021 | $1,000,001 - $5,000,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | New Mountain Net Lease | $50,001 - $100,000 | 2018 | on demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 5 | This asset was also reported on the filer's Nominee Report. The honorarium was earned in 2020, but not paid until 2021. |
6 | 4 | 529 #3 is not for filer's dependent child. |
6 | 18 | The values and income reported are 2/3 of the total values in the trust; that 2/3 represents the Gupta family's interest in the 2014 Family Trust #2. |
7 | 1 | 2008 Family Trust |
7 | 2 | 2008 Family Trust |
7 | 3 | 2014 Family Trust. |
7 | 4 | 2014 Family Trust |
7 | 5 | divesting of Aptiv shares held by me |
7 | 6 | divesting of Avantor shares held by 2008 Gupta Family Trust |
7 | 7 | divesting of Avantor shares held by 2014 Gupta Family Trust |
Do you have information about Vanita Gupta that is missing from this database?
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