Carlos E. Elizondo
Deputy Assistant to the President and Social Secretary
Estimated Net Worth
  • estimated net worth
    $457 K - $1.2 M
Salary
  • salary
    $155 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (05/02/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Staff/Office of the First Lady
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
Tiered Rate Multibank Sweep
$15,001 - $50,000
None (or less than $201)
2
PT Fund, Inc
Salary
$7,784

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
Eaton Vance Atlanta Capital SMID-Cap Fund Class I Shares (EISMX)
$1,001 - $15,000
$1,001 - $2,500
2
Federated Strategic Value Dividend Fund Institutional Shares (SVAIX)
$15,001 - $50,000
$1,001 - $2,500
3
Franklin Convertible Securities Fund Advisor Class Shares (FCSZX)
$15,001 - $50,000
$5,001 - $15,000
4
Growth Fund of America Class F3 Shares (GAFFX)
$50,001 - $100,000
$5,001 - $15,000
5
JPMorgan US Equity Fund Class L Shares (JMUEX)
$50,001 - $100,000
$5,001 - $15,000
6
Western Asset Intermediate-Term Municipals Fund Class I Shares (SBTYX)
$100,001 - $250,000
$2,501 - $5,000
7
Nuance Mid Cap Value Fund Instl (NMVLX)
$1,001 - $15,000
$1,001 - $2,500
8
PIMCO EMRG MRKTS Local CUR & BD INSTL (PELBX)
$15,001 - $50,000
$201 - $1,000
9
T Rowe Price New Asia Fund Class I Shares (PNSIX)
$15,001 - $50,000
$5,001 - $15,000
10
Vanguard Internal Value Port INV CL (VTRIX)
$50,001 - $100,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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