Anna Lowery McNeal
Digital Strategy Specialist
Estimated Net Worth
  • estimated net worth
    $47 K - $355 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/10/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Roth IRA
1.1
MS Pathway Emerging Markets Fund (TEMUX)
$1,001 - $15,000
None (or less than $201)
1.2
MS Pathway International Equity Fund (TIEUX)
$1,001 - $15,000
None (or less than $201)
1.3
MS Pathway Large Cap Equity Fund (TLGUX)
$1,001 - $15,000
None (or less than $201)
1.4
MS Pathway Small-Mid Cap Equity Fund (TSGUX)
$1,001 - $15,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Checking)
$15,001 - $50,000
None (or less than $201)
2
U.S. Bank # 2 (Checking)
$15,001 - $50,000
None (or less than $201)
3
Investment Account
3.1
ISHARES INC ESG AWAR (ESGE)
$1,001 - $15,000
None (or less than $201)
3.2
ISHARES MSCI KLD 400 SCL ETF (DSI)
$1,001 - $15,000
$201 - $1,000
3.3
ISHARES TRST ISHARES ESG AW (ESGD)
$1,001 - $15,000
None (or less than $201)
3.4
BLACKROCK SUST ADV LG CP CR I (BIRIX)
$1,001 - $15,000
$201 - $1,000
3.5
BROWN ADV SUSTAINABLE GW INV (BIAWX)
$1,001 - $15,000
None (or less than $201)
3.6
CALVERT EMERGING MARKETS EQ I (CVMIX)
$1,001 - $15,000
None (or less than $201)
3.7
CALVERT SMALL CAP I (CSVIX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
ISHARES MSCI KLD 400 SCL ETF (DSI)
Purchase
03/05/2021
$1,001 - $15,000
2
ISHARES MSCI KLD 400 SCL ETF (DSI)
Purchase
06/08/2021
$1,001 - $15,000
3
ISHARES MSCI KLD 400 SCL ETF (DSI)
Purchase
08/02/2021
$1,001 - $15,000
4
ISHARES MSCI KLD 400 SCL ETF (DSI)
Purchase
08/31/2021
$1,001 - $15,000
5
ISHARES MSCI KLD 400 SCL ETF (DSI)
Purchase
10/01/2021
$1,001 - $15,000
6
CCM COMMUNITY IMPACT BD INST (CRANX)
Purchase
03/05/2021
$1,001 - $15,000
7
CCM COMMUNITY IMPACT BD INST (CRANX)
Purchase
06/08/2021
$1,001 - $15,000
8
CCM COMMUNITY IMPACT BD INST (CRANX)
Purchase
08/02/2021
$1,001 - $15,000
9
CCM COMMUNITY IMPACT BD INST (CRANX)
Purchase
08/31/2021
$1,001 - $15,000
10
CCM COMMUNITY IMPACT BD INST (CRANX)
Purchase
10/01/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2
This account was closed at the beginning of 2022.

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