Bernadette Meehan
U.S. Ambassador to Chile
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.3 M - $12.8 M
Salary
  • salary
    Unknown
Employment
  • Started 07/20/2022

Financial Disclosure Details - OGE Form 278e (04/16/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Member, Advisory Council
7/2022
2
Washington, District of Columbia
Member of the Board of Advisors
7/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Obama Foundation 403(B) Plan
1.1
BlackRock LifePath Index 2055 K (LIVKX)
$100,001 - $250,000
None (or less than $201)
2
Rollover IRA
2.1
Fidelity Government Cash Reserves (FDRXX)
$500,001 - $1,000,000
None (or less than $201)
2.2
Fidelity Equity Income (FEQIX)
$1,001 - $15,000
None (or less than $201)
2.3
Neuberger Berman Genesis Investor CL (NBGNX)
$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. The plan sponsor will not make further contributions after my separation.
2/2017

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
Georgetown University
Salary
2
The Asia Group (Strategic advisory firm to companies working in the Asia-Pacific region)
Salary
3
Rio Tinto
consulting fees
4
Element Capital (Investment manager)
consulting fees
5
BlackBerry Government Solutions
director fees
6
Georgetown University 457(b)
6.1
Fidelity Freedom Index 2050 Fund (FFOPX)
$50,001 - $100,000
None (or less than $201)
6.2
Fidelity Freedom Index 2035 Fund (FFEZX)
$15,001 - $50,000
None (or less than $201)
7
Rand Corporation 401(a)
7.1
TIAA Traditional Fixed Annuity
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Brokerage Account #1
1.1
Cash
$15,001 - $50,000
Interest
None (or less than $201)
1.2
ISHARES MSCI BRAZIL ETF (EWZ)
$1,001 - $15,000
$1,001 - $2,500
1.3
Citigroup (C)
None (or less than $1,001)
Dividends
$201 - $1,000
1.4
Visa (V)
None (or less than $1,001)
Capital Gains Dividends
$100,001 - $1,000,000
1.5
iShares Select Dividend ETF (DVY)
$1,001 - $15,000
$201 - $1,000
1.6
Pacer US Cash Cows 100 ETF (COWZ)
$1,001 - $15,000
None (or less than $201)
1.7
SPDR S&P 500 ETF Trust (SPY)
$15,001 - $50,000
$201 - $1,000
1.8
SPDR S&P Dividend ETF (SDY)
$1,001 - $15,000
None (or less than $201)
2
U.S. Bank Checking Account #1
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Visa, Inc. (V)
Sale
08/31/2022
$50,001 - $100,000
2
Citigroup, Inc. (C)
Sale
08/31/2022
$1,001 - $15,000
3
Apple, Inc. (AAPL)
Sale
08/31/2022
$100,001 - $250,000
4
United Airlines Holdings, Inc. (UAL)
Sale
08/31/2022
$1,001 - $15,000
5
Visa, Inc. (V)
Sale
08/31/2022
$100,001 - $250,000
6
Visa, Inc. (V)
Sale
03/01/2022
$15,001 - $50,000
7
Pacer US Cash Cows 100 ETF (COWZ)
Purchase
09/08/2022
$1,001 - $15,000
8
iShares Select Dividend ETF (DVY)
Purchase
09/08/2022
$1,001 - $15,000
9
SPDR S&P Dividend ETF (SDY)
Purchase
09/08/2022
$1,001 - $15,000
10
SPDR S&P 500 ETF Trust (SPY)
Purchase
09/08/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$250,001 - $500,000
2013
30 Year Fixed
2
Bank of America
$50,001 - $100,000
2010
15 Year Fixed
3
USAA Visa
$10,001 - $15,000
2021
Revolving
4
Wells Fargo
$500,001 - $1,000,000
2019
30 year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
9.23
Waiting for K-1. No information on this holding.
6
9.25
Went bankrupt in 2021; capital loss
7
6
Sold prior to confirmation
8
1
DC property #1
8
2
second refinance; DC property #2

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