Annie Caputo
Commissioner
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.6 M - $3.6 M
Salary
  • salary
    Unknown
Employment
  • Started 08/02/2022

Financial Disclosure Details - OGE Form 278e (04/27/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Spouse Irrevocable Trust
McLean, Virginia
Trustee
Present
2
Spouse Revocable Living Trust
McLean, Virginia
Trustee
Present
3
Annie Caputo Revocable Living Trust
McLean, Virginia
Trustee
Present
4
Blackmere Consulting
Idaho Falls, Idaho
independent contractor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
PIMCO Income Fund Institutional Fund
$50,001 - $100,000
None (or less than $201)
2
T Rowe Price Floating Rate I
$15,001 - $50,000
None (or less than $201)
3
DOUBLELINE FDS TR TTL RTN BD I
$50,001 - $100,000
None (or less than $201)
4
U.S. brokerage (cash)
$15,001 - $50,000
None (or less than $201)
5
FEDERATED HERMES TOTAL RETURN BOND FUND INSTITUTIONAL SHARES
$50,001 - $100,000
None (or less than $201)
6
GUGGENHEIM CORE BONDS FDS TR
$50,001 - $100,000
None (or less than $201)
7
Blackmere Consulting (Talent agency)
Consulting Fees
$24,780
8
Baird Aggregate Bond Fund Institutional Class Shares (BAGIX)
$50,001 - $100,000
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
1
Idaho Falls, Idaho
As an independent contractor with Blackmere Consulting, I provided personal consulting services to Battelle Energy Alliance, the manager of Idaho National Laboratory
2
Blackmere Consulting
Idaho Falls, Idaho
As an independent contractor with Blackmere Consulting, I provided personal consulting services to Battelle Energy Alliance, the manager of Idaho National Laboratory

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Balfour Beatty Military Housing Management LLC (real estate)
salary, bonus
2
Habitat Executives LLC #1 (real estate)
None (or less than $201)
2.1
Residential real estate #1, Chicago IL
$1,001 - $15,000
None (or less than $201)
2.2
Residential real estate #2, Chicago IL
$1,001 - $15,000
None (or less than $201)
2.3
Residential real estate #3, Chicago IL
$1,001 - $15,000
None (or less than $201)
3
PIMCO Income Fund Institutional Fund
$100,001 - $250,000
None (or less than $201)
4
T Rowe Price Floating Rate I
$100,001 - $250,000
None (or less than $201)
5
DOUBLELINE FDS TR TTL RTN BD I
$100,001 - $250,000
None (or less than $201)
6
U.S. brokerage (cash)
$500,001 - $1,000,000
None (or less than $201)
7
FEDERATED HERMES TOTAL RETURN BOND FUND INSTITUTIONAL SHARES
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank Account - cash
$15,001 - $50,000
None (or less than $201)
2
Virginia 529 Education Savings Plan 2024 Portfolio
$50,001 - $100,000
None (or less than $201)
3
Virginia 529 Education Savings Portfolio 2027
$50,001 - $100,000
None (or less than $201)
4
Virginia 529 Education Savings Plan 2024 Portfolio
$50,001 - $100,000
None (or less than $201)
5
Virginia 529 Education Savings Plan 2027 Portfolio
$50,001 - $100,000
None (or less than $201)
6
America Movil - AMOV
None (or less than $1,001)
Capital Gains Dividends
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
CNC Funding
$250,001 - $500,000
2021
30 years
2
Wells Fargo
$250,001 - $500,000
2020
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
This trust has been established for estate planning purposes and currently does not contain any assets
1
2
This trust has been established for estate planning purposes and currently does not contain any assets
1
3
This trust has been established for estate planning purposes and currently does not contain any assets
5
2
Habitat Executives LLC #1 was formed for the purpose of acquiring and owning partnership interests in rental properties managed by The Habitat Company, a developer and manager of multi-family properties consisting of market-rate apartments, condominiums, public housing, affordable housing, and commercial properties in Chicago, IL. My spouse owns a 5% Member interest.
8
2
My spouse and I refinanced in 2021 and this mortgage was paid in full

Do you have information about Annie Caputo 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