Allison M Stevens
Designated Agency Ethics Official
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.3 M - $4.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Silver City, New Mexico
Officer
Present
2
Alexandria, Virginia
Officer
Present
3
Alexandria, Virginia
Officer
Present
4
Washington, District of Columbia
Advisor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Equity Growth Separately Managed Account - Bull Run Financial Group
1.1
Charles Schwab - Traditional IRA - 4105
1.1.1
FDIC Insured - Charles Schwab Bank
$1,001 - $15,000
None (or less than $201)
1.1.2
Amplify Online Retail ETF (IBUY)
$1,001 - $15,000
None (or less than $201)
1.1.3
Amplify Transformational Data Sharing ETF (BLOK)
None (or less than $1,001)
None (or less than $201)
1.1.4
ARK Fintech Innovation ETF (ARKF)
$1,001 - $15,000
None (or less than $201)
1.1.5
ARK Genomic Revolution ETF (ARKG)
None (or less than $1,001)
None (or less than $201)
1.1.6
KraneShares CSI China Internet ETF (KWEB)
None (or less than $1,001)
None (or less than $201)
1.1.7
Vaneck Digital Transformation ETF (DAPP)
None (or less than $1,001)
None (or less than $201)
1.1.8
WisdomTree Cloud Computing ETF (WCLD)
None (or less than $1,001)
None (or less than $201)

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
Equity Growth Separately Managed Account - Bull Run Financial Group
1.1
ROTH IRA - CHARLES SCHWAB CUSTODIAN
1.1.1
FDIC INSURED DEPOSIT ACCOUNT - CHARLES SCHWAB BANK
$1,001 - $15,000
None (or less than $201)
1.1.2
AFFIRM HLDGS INC - AFRM
$1,001 - $15,000
None (or less than $201)
1.1.3
ALIBABA GROUP HLDG LTD F - BABA
$1,001 - $15,000
None (or less than $201)
1.1.4
ALPHABET INC - C
None (or less than $1,001)
None (or less than $201)
1.1.5
AMAZON.COM INC - AMZN
$1,001 - $15,000
None (or less than $201)
1.1.6
BILIBILI INC - BILI
$1,001 - $15,000
None (or less than $201)
1.1.7
BLOCK INC - SQ
$1,001 - $15,000
None (or less than $201)
1.1.8
CARVANA CO - CVNA
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia Prepaid 529 Account (D1)
$15,001 - $50,000
None (or less than $201)
2
Virginia Prepaid 529 Account (D2)
$15,001 - $50,000
None (or less than $201)
3
Navy Federal Credit Union (Cash)
$1,001 - $15,000
None (or less than $201)
4
Navy Federal Credit Union (Cash)
$15,001 - $50,000
None (or less than $201)
5
Navy Federal Credit Union (Cash)
$15,001 - $50,000
None (or less than $201)
6
Navy Federal Credit Union (Money Market - cash)
$1,001 - $15,000
None (or less than $201)
7
Navy Federal Credit Union (CD - cash)
$1,001 - $15,000
None (or less than $201)
8
American Funds - College America 529
8.1
AMERICAN FUNDS COLLEGE 2030 FUND (CTYCX)
$1,001 - $15,000
$201 - $1,000
9
Navy Federal Credit Union - Kokopelli (Checking and 3 Savings Accts- cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Amplify Online Retail ETF (IBUY)
Purchase
05/13/2021
$1,001 - $15,000
2
ARK Innovation ETF (ARKK)
Purchase
05/13/2021
$1,001 - $15,000
3
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
05/13/2021
$1,001 - $15,000
4
WisdomTree Cloud Computing Fund (WCLD)
Purchase
05/13/2021
$1,001 - $15,000
5
Amplify Transformational Data Sharing ETF (BLOK)
Purchase
09/09/2021
$1,001 - $15,000
6
Ark Fintech Innovation ETF (ARKF)
Purchase
09/09/2021
$1,001 - $15,000
7
ARK Innovation ETF (ARKK)
Sale
09/09/2021
$1,001 - $15,000
8
Invesco QQQ Trust, Series 1 (QQQ)
Sale
09/09/2021
$1,001 - $15,000
9
KraneShares CSI China Internet ETF (KWEB)
Purchase
09/09/2021
$1,001 - $15,000
10
Amplify Online Retail ETF (IBUY)
Purchase
10/12/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navy Federal Credit Union
$100,001 - $250,000
2020
15
2
Navy Federal Credit Union
$250,001 - $500,000
2007
30
3
Navy Federal Credit Union
$250,001 - $500,000
2012
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Outside Government Employment Form approved and on file.
1
2
Outside Government Employment Form approved and on file.
1
3
Outside Government Employment Form approved and on file.
1
4
Outside Government Employment Form approved and on file.

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