Bharat R Ramamurti
Deputy Assistant to the President and Deputy Director of the National Economic Counsel
Estimated Net Worth
  • estimated net worth
    $354 K - $885 K
Salary
  • salary
    $130 K

Financial Disclosure Details - OGE Form 278e (04/17/2023)

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
TIAA Access Lifecycle Fund 2045 T4
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan but the employer ceased making contributions upon my separation.
4/2020

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
Buckley LLP 401(k)
1.1
Goldman Sachs Small Cap Value Fund
$50,001 - $100,000
None (or less than $201)
1.2
Loomis Sayles Core Plus Bond Fund
$50,001 - $100,000
None (or less than $201)
1.3
Vanguard Institutional Target Retirement 2045 Fund
$50,001 - $100,000
None (or less than $201)
1.4
Vanguard Mid-Cap Index Fund
$50,001 - $100,000
None (or less than $201)
1.5
Vanguard Total Bond Market Index Fund
$50,001 - $100,000
None (or less than $201)
2
WilmerHale 401(k)
2.1
Vanguard Target Retirement 2045 Fund
$1,001 - $15,000
None (or less than $201)
2.2
American Century Mid-Cap Value Fund
$1,001 - $15,000
None (or less than $201)
2.3
Loomis Sayles Growth Fund
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Schwab US Broad Market ETF (SCHB)
$15,001 - $50,000
$1,001 - $2,500
2
Schwab US Large-Cap Value ETF (SCHV)
$1,001 - $15,000
$1,001 - $2,500
3
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
4
DC College Savings Plan
4.1
U.S. Total Stock Market Index Port
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Schwab US Large-Cap Value ETF (SCHV)
Sale
10/25/2022
$1,001 - $15,000
2
Schwab US Broad Market ETF (SCHB)
Sale
09/06/2022
$1,001 - $15,000
3
Schwab US Broad Market ETF (SCHB)
Sale
07/21/2022
$1,001 - $15,000
4
Schwab US Large-Cap Growth ETF (SCHG)
Sale
05/09/2022
$1,001 - $15,000
5
SchwabEmerging Markets Equity ETF (SCHE)
Sale
05/18/2022
$1,001 - $15,000
6
Schwab US Broad Market ETF (SCHB)
Sale
05/18/2022
$1,001 - $15,000
7
Schwab US Broad Market ETF (SCHB)
Sale
04/08/2022
$15,001 - $50,000
8
Schwab US Large-Cap Value ETF (SCHV)
Sale
04/08/2022
$1,001 - $15,000
9
SchwabEmerging Markets Equity ETF (SCHE)
Sale
04/08/2022
$1,001 - $15,000
10
Schwab US Broad Market ETF (SCHB)
Sale
04/10/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Firstmark Services
$10,001 - $15,000
2004
25 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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