Anne E Filipic
Assistant to the President and Director of Management and Administration
Estimated Net Worth
- $500 K - $1.3 M
Salary
- $180 K
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (08/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Staff | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. | Salary | $8,085 | |
2 | The Obama Foundation - Defined Contribution Plan | |||
2.1 | BlackRock LifePath Index 2045 | $100,001 - $250,000 | None (or less than $201) | |
3 | Simple IRA | |||
3.1 | Transamerica Asset Allocation Growth Portfolio Class A | $1,001 - $15,000 | None (or less than $201) | |
4 | Roth IRA | |||
4.1 | Investor Shares | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Chicago, Illinois | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 9/2017 |
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 | PT Fund, Inc. | salary | ||
2 | Twitter, Inc. Stock | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
3 | Roth IRA | |||
3.1 | Vanguard Target Retirement 2045 Fund | $15,001 - $50,000 | None (or less than $201) | |
4 | Twitter, Inc. 401K Plan | |||
4.1 | Twitter, Inc. 401(k) Savings Plan - T.Rowe Price Retirement 2045 Fund I Class | $100,001 - $250,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (Cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. bank #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. bank #3 (Cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. bank #4 (Cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | Brokerage Account | |||
6.1 | Vanguard Target Retirement 2045 Fund | $100,001 - $250,000 | None (or less than $201) | |
6.2 | Vanguard Target Retirement 2050 Fund | $50,001 - $100,000 | None (or less than $201) | |
7 | DC 529 College Savings Plan #1 | |||
7.1 | DC College Savings 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Twitter, Inc. (TWTR) Stock | Sale | 05/20/2021 | $100,001 - $250,000 |
2 | Twitter (TWTR) Stock | Sale | 05/24/2021 | $100,001 - $250,000 |
3 | Twitter (TWTR) Stock | Sale | 05/25/2021 | $50,001 - $100,000 |
4 | Twitter (TWTR) Stock | Sale | 05/26/2021 | $15,001 - $50,000 |
5 | Twitter (TWTR) Stock | Sale | 05/27/2021 | $50,001 - $100,000 |
6 | Schwab Target 2045 Fund (SWMRX) | Sale | 12/30/2021 | $15,001 - $50,000 |
7 | Schwab Target 2045 Fund (SWMRX) | Purchase | 05/24/2021 | $100,001 - $250,000 |
8 | Schwab Target 2045 Fund (SWMRX) | Purchase | 05/26/2021 | $100,001 - $250,000 |
9 | Schwab Target 2045 Fund (SWMRX) | Purchase | 05/27/2021 | $100,001 - $250,000 |
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 |
|---|---|---|
5 | 2 | Divested Twitter Stock due to my recusal obligations |
7 | 1 | Divestiture directed by counsel related to my federal employment |
7 | 2 | Divestiture directed by counsel related to my federal employment |
7 | 3 | Divestiture directed by counsel related to my federal employment |
7 | 4 | Divestiture directed by counsel related to my federal employment |
7 | 5 | Divestiture directed by counsel related to my federal employment |
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