Alethea P. Harney
Senior Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $5.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/28/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
Director of Communications
10/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Filer Rollover IRA
1.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$1,001 - $15,000
None (or less than $201)
1.2
Cash
$1,001 - $15,000
None (or less than $201)
2
Veolia, 401(k) plan:
2.1
FIAM Blend Target Date 2045 T Fund
$15,001 - $50,000
None (or less than $201)
3
JFK Library Foundation, 401(k) plan:
3.1
cash
$1,001 - $15,000
None (or less than $201)
4
Commonwealth of Massachusetts, defined benefit plan
$50,001 - $100,000
None (or less than $201)
5
Commonwealth of Massachusetts
Salary
$122,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
3/2018
2
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
3/2016
3
Boston, Massachusetts
I will continue to participate in this defined benefit plan.
3/2008

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
TwinFocus
salary, bonus
2
Spouse IRA
2.1
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
None (or less than $201)
2.2
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$1,001 - $15,000
$201 - $1,000
3
PH Rollover
cash payments
$15,000
4
PH Rollover
4.1
Cash
$50,001 - $100,000
$5,001 - $15,000
5
TwinFocus, 401(k) plan:
5.1
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
2
Residential Real Estate (Cohasset, MA)
$1,000,001 - $5,000,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Cambridge Trust
$500,001 - $1,000,000
2018
7/1
2
SunTrust
$10,001 - $15,000
2020
5

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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