Catherine Lhamon
Assistant Secretary
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.5 M - $3.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/11/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Sacramento, California
Legal Affairs Secretary
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of California/Governor of California
Salary
$171,077
2
ACLU of Southern California Defined Benefit Plan (value not readily ascertainable): eligible for $1,070/monthly at age 65
None (or less than $201)
3
ACLU of Southern California 403(b)(7)
3.1
Vanguard Growth Index Fund (VIGRX)
$250,001 - $500,000
None (or less than $201)
4
Georgetown University 403(b)(7)
4.1
Vanguard Growth Index Fund (VIGRX)
$1,001 - $15,000
None (or less than $201)
5
National Center for Youth Law 403(b)
5.1
Mutual of America Interest Accumulation Account (cash)
$1,001 - $15,000
None (or less than $201)
6
Public Counsel 403(b)
6.1
Investor Destinations Aggressive Fund Service Class Shares (NDASX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Los Angeles, California
I will continue to participate in this 403(b)(7) defined contribution plan. The plan sponsor no longer makes contributions.
9/1999
2
Los Angeles, California
I will continue to participate in this 403(b) defined contribution plan. The plan sponsor no longer makes contributions.
9/2009
3
Sacramento, California
I will continue to participate in this defined benefit plan.
1/2019
4
Washington, District of Columbia
I will continue to participate in this 403(b)(7) defined contribution plan. The plan sponsor no longer makes contributions.
8/1997
5
Los Angeles, California
I will continue to participate in this 403(b) defined contribution plan. The plan sponsor no longer makes contributions.
12/2018
6
Los Angeles, California
I will continue to participate in this defined benefit plan.
9/1999

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Sacramento, California
As the Legal Affairs Secretary, provided legal advice on all matters regarding the State of California.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
United Farm Workers of America
salary
2
Juan De La Cruz Pension Plan (defined benefit plan, value not readily ascertainable)
None (or less than $201)
3
IRA
3.1
Parnassus Core Equity Fund - Investor Shares (PRBLX)
$15,001 - $50,000
None (or less than $201)
3.2
Calvert US Large-Cap Core Responsible Index Fund (CSXAX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
ScholarShare California 529 College Savings Plan
1.1
Social Choice Portfolio
$250,001 - $500,000
None (or less than $201)
2
U.S. Brokerage Account
2.1
Calvert US LRG CAP CORE Responsible Index Fund (CSXAX)
$100,001 - $250,000
None (or less than $201)
2.2
Parnassus Core Equity Fund - Investor Shares (PRBLX)
$50,001 - $100,000
None (or less than $201)
2.3
New Alternatives Fund Class A Shares (NALFX)
$100,001 - $250,000
None (or less than $201)
3
U.S. Financial Institution
3.1
Charles Schwab Value Advantage Money (SWVXX)
$50,001 - $100,000
None (or less than $201)
3.2
(Cash)
$15,001 - $50,000
None (or less than $201)
4
Residential Rental property Takoma Park MD, US
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Pen Fed Credit Union
$250,001 - $500,000
2013
30 years
2
Quicken Loans Mortgage
$250,001 - $500,000
2019
30 years
3
Chase Bank
$15,001 - $50,000
2021
revolving

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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