Financial Disclosure Details - OGE Form 278e (03/13/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington DC, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA # 1
1.1
Blackrock Capital Appreciation FD, INC A (IRA)
$15,001 - $50,000
$201 - $1,000
1.2
Blackrock Advantage LRGE Cap Growth FD CL A (IRA)
$15,001 - $50,000
$1,001 - $2,500
1.3
PIMCO ALL Asset Fund Class C (IRA)
$15,001 - $50,000
$201 - $1,000
2
IRA #2
2.1
Vanguard STAR Investor CL Fund (IRA)
$50,001 - $100,000
$201 - $1,000
2.2
Vanguard Wellington Admiral CL (renamed from Wellington Fund Inv) (IRA)
$50,001 - $100,000
$1,001 - $2,500
3
IRA #3
Cash payments
$7,421
3.1
CREF Core Bond R3 [renamed from CREF Bond Market R3] (Inherited IRA)
$1,001 - $15,000
$201 - $1,000
3.2
TIAA Traditional (Inherited IRA)
$15,001 - $50,000
$1,001 - $2,500

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
1
WWM Solutions LLC (aerospace and defense consultant)
$50,001 - $100,000
LLC income
2
BAE Deferred Compensation Plan
$50,001 - $100,000
None (or less than $201)
2.1
Vanguard VIF Total Bond Market Index
$1,001 - $15,000
None (or less than $201)
2.2
DFA VIT Inflation-Protected Securities Instl Class
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard VIF Balanced
$15,001 - $50,000
None (or less than $201)
2.4
DFA VA US Large Value (BAE Deferred Comp)
$15,001 - $50,000
None (or less than $201)
2.5
BNY Mellon IP Small Cap Stock Index (BAE Deferred Comp)
$1,001 - $15,000
None (or less than $201)
2.6
DFA VA Targeted Value (BAE Deferred Comp)
$15,001 - $50,000
None (or less than $201)
3
BAE 401K
3.1
Vanguard Institutional Total Bond Mkt (BAE 401K)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Coca-Cola Co (ML Acct)
None (or less than $1,001)
Capital Gains Dividends
None (or less than $201)
2
Virtus Allianzgi NFJ Dividend Value Fund CL A (converted from CL C) (ML Acct)
$50,001 - $100,000
$201 - $1,000
3
BlackRock National Municipal FD A (ML Acct)
$1,001 - $15,000
None (or less than $201)
4
Columbia AMT Free Interm Muni Bond Fund CL A (ML Acct)
$15,001 - $50,000
$1,001 - $2,500
5
Fidelity Advisor New Insights FD CL A (converted from CL C) (ML Acct)
$50,001 - $100,000
None (or less than $201)
6
First Eagle Global Income Builder Fund CL A (ML Acct)
$50,001 - $100,000
$1,001 - $2,500
7
Delaware IVY Municipal Bond FD C (ML Acct)
$15,001 - $50,000
$201 - $1,000
8
John Hancock Disciplined Value Mid Cap CL A (ML Acct)
$100,001 - $250,000
None (or less than $201)
9
INVESCO (renamed/formerly Oppnhmr Rochester) SRT Dur Hi Yld Muni FD CL A
$50,001 - $100,000
$1,001 - $2,500
10
Templeton Growth Fund Inc CL C (ML Acct)
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
T.Rowe Price Small CAP (Raytheon 401K)
Sale
01/18/2022
$50,001 - $100,000
2
AF New Perspective (Raytheon 401K)
Sale
01/18/2022
$100,001 - $250,000
3
Vanguard Inst Total Stock Market (Raytheon 401K)
Sale
01/18/2022
$100,001 - $250,000
4
Vanguard Real Estate Index (Raytheon 401K)
Sale
01/18/2022
$100,001 - $250,000
5
Raytheon Fixed Income Fund (Raytheon 401K only)
Sale
01/18/2022
$100,001 - $250,000
6
Raytheon Income Allocation Index (Raytheon 401K only)
Sale
01/18/2022
$1,001 - $15,000
7
Raytheon Target Retirement Maturity Fund (Raytheon 401K only)
Purchase
01/18/2022
$50,001 - $100,000
8
Raytheon GIC/Stable Value Fund (Raytheon 401K only)
Purchase
01/18/2022
$50,001 - $100,000
9
Raytheon Large US Equity (Raytheon 401K only)
Purchase
01/18/2022
$50,001 - $100,000
10
Raytheon Emerging Markets Equity (Raytheon 401K only)
Purchase
01/18/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navy Federal Credit Union
$50,001 - $100,000
2011
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
This trust currently has no assets. This uncompensated position was inadvertently omitted from prior financial disclosure reports.
5
2
This deferred compensation plan is linked to the child assets listed below.
7
61
This asset was transferred to family, and was not sold.

Do you have information about Alina L Romanowski that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2024 Biden's Basement. All rights reserved