Victoria Reggie Kennedy
Austria - Ambassador To The Republic Of
Observations
- Millionaire
Estimated Net Worth
- $6.5 M - $17.1 M
Salary
- Unknown
Employment
- Started 10/26/2021
Financial Disclosure Details - OGE Form 278e (05/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New Orleans, Louisiana | Co-Trustee | Present | |
2 | New Orleans, Louisiana | Co-Trustee | Present | |
3 | Nantucket, Massachusetts | Co-Trustee | Present | |
4 | Nantucket, Massachusetts | Co-Trustee | Present | |
5 | Boston, Massachusetts | Co-Trustee | Present | |
6 | Beacon Street Nominee Trust | Boston, Massachusetts | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Acadia Strategies LLC | $15,001 - $50,000 | Business Income | $19,974 |
1.1 | Fund II Foundation | Board Compensation | $25,000 | |
2 | IRA #1 | |||
2.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | Fidelity 500 Index Fund | $15,001 - $50,000 | $201 - $1,000 | |
2.3 | WCM Focused Intl Growth Fund Instl | $15,001 - $50,000 | None (or less than $201) | |
2.4 | MFS International Intrinsic Value Cl I | $15,001 - $50,000 | $5,001 - $15,000 | |
2.5 | Principal Mid Cap Instl | $50,001 - $100,000 | $1,001 - $2,500 | |
2.6 | T Rowe Price QM Sm Cap Growth Instl | $15,001 - $50,000 | $201 - $1,000 | |
2.7 | Vanguard Dividend Growth Investor Cl | $50,001 - $100,000 | $2,501 - $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Acadia Strategies LLC | Boston, Massachusetts | Filer has a strictly passive ownership interest in this LLC, performing no management duties and providing no client services. | 9/2015 |
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 | Brokerage #1 | |||
1.1 | Fidelity Government Cash Reserves | $1,001 - $15,000 | $2,501 - $5,000 | |
1.2 | Fidelity Money Market Fund Premium Class (FZDXX) | $500,001 - $1,000,000 | $5,001 - $15,000 | |
2 | Family Trust #1 | |||
2.1 | Brokerage #2 | |||
2.1.1 | Fidelity Government Cash Reserves | $100,001 - $250,000 | $201 - $1,000 | |
2.1.2 | Fidelity 500 Index Fund | $250,001 - $500,000 | $5,001 - $15,000 | |
2.1.3 | Fidelity Overseas | $100,001 - $250,000 | None (or less than $201) | |
2.1.4 | Champlain Mid Cap Class I | $100,001 - $250,000 | $1,001 - $2,500 | |
2.1.5 | WCM Focused Intl Growth Fund Instl | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | MFS International Intrinsic Value Fund Class I Shares (MINIX) | Purchase | 01/11/2022 | $1,001 - $15,000 |
2 | Vanguard Short-Term Bond Index Fund ETF Shares (BSV) | Purchase | 01/11/2022 | $1,001 - $15,000 |
3 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 01/11/2022 | $1,001 - $15,000 |
4 | Vanguard Small-Cap Index Fund ETF Shares (VB) | Purchase | 01/11/2022 | $1,001 - $15,000 |
5 | PIMCO Inflation Response Multi-Asset Fund Institutional Class Shares (PIRMX) | Purchase | 03/10/2022 | $1,001 - $15,000 |
6 | WCM Focused International Growth Fund Institutional Class Shares (WCMIX) | Sale | 03/10/2022 | $15,001 - $50,000 |
7 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | Sale | 04/01/2022 | $15,001 - $50,000 |
8 | Fidelity Advisor Total Bond Fund Class Z Shares (FBKWX) | Sale | 04/01/2022 | $50,001 - $100,000 |
9 | Fidelity Advisor Limited Term Bond Fund Class Z Shares (FIKRX) | Purchase | 04/05/2022 | $50,001 - $100,000 |
10 | Fidelity Conservative Income Bond Fund Institutional Class Shares (FCNVX) | Purchase | 04/05/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cambridge Trust, Cambridge, MA | $250,001 - $500,000 | 2019 | 7/1 ARM |
2 | Cambridge Trust, Cambridge, MA | $100,001 - $250,000 | 2021 | 20 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 4 | The Trust has not been terminated. This report corrects an earlier inadvertent error regarding the date. |
1 | 6 | Filer was added as a co-trustee in 2022 for administrative reasons , but the status of the underlying asset has remained unchanged since inception of the trust in 2019. The underlying asset is not reportable. |
2 | 1 | This is a business consulting entity previously known as VR Kennedy Strategies LLC. Filer has a strictly passive ownership interest in this LLC, performing no management duties and providing no client services. |
2 | 1.1 | Compensation for Board services rendered in 2021. Filer resigned from Board in November 2021 and no further compensation is due or owing. |
3 | 1 | Acadia Strategies LLC was formerly known as VR Kennedy Strategies LLC. The LLC has a ten-year profit interest in business generated from successful referrals to Voyce, Inc. Income reported for the LLC represents business income. |
6 | 2.3.25 | Acquired after filing of Nominee Report and prior to reporting period covered in this filing. |
6 | 2.3.32 | Acquired after filing of Nominee Report and prior to reporting period covered in this filing. |
6 | 2.4 | All assets in this account have been sold or transferred. The account was closed 10/2022. |
6 | 9 | Voyce, Inc. provides video and audio remote language translation services for health care, legal and business clients. |
7 | 44 | Transaction was inadvertently omitted from Periodic Transaction Report filed November 8, 2022. |
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