Catherine M. Russell
ASSISTANT TO THE PRESIDENT AND DIRECTOR OF THE OFFICE OF PRESIDENTIAL PERSONNEL
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $20.8 M - $60.7 M
Salary
  • salary
    $180 K

Financial Disclosure Details - OGE Form 278e (03/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Women's Foreign Policy Group
Washington, District of Columbia
Co-Chair
1/2021
2
Washington, District of Columbia
Global Board Member
1/2021
3
Sesame Workshop
New York, New York
Global Advisory Group Member
1/2021
4
Washington, District of Columbia
Member, Advisory Council
1/2021
5
Thomson Reuters Foundation, Inc.
New York, New York
Member, Trust Women Initiative
1/2021
6
Washington, District of Columbia
Member
1/2021
7
Washington, District of Columbia
Member, Advisory Board
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Russell IRA DES
1.1
MORNINGSTAR US DIVIDEND GROWTH INDEX (ISHARES) ISHARES CORE DIVIDEND GROWTH ETF (DGRO)
$1,001 - $15,000
None (or less than $201)
1.2
Cash Account
$1,001 - $15,000
None (or less than $201)
1.3
S&P 500 INDEX FUND (SPDR) SPDR S&P 500 ETF TRUST (SPY)
$100,001 - $250,000
None (or less than $201)
1.4
RUSSELL 1000 VALUE INDEX FUND (ISHARES) ISHARES RUSSELL 1000 VALUE ETF (IWD)
$15,001 - $50,000
None (or less than $201)
1.5
S&P 100 INDEX FUND (ISHARES) ISHARES S&P 100 ETF (OEF)
$1,001 - $15,000
None (or less than $201)
1.6
RUSSELL 1000 GROWTH INDEX FUND (ISHARES) ISHARES RUSSELL 1000 GROWTH ETF (IWF)
$15,001 - $50,000
None (or less than $201)
1.7
MSCI EUROPE INDEX FUND (VANGUARD) VANGUARD FTSE EUROPEAN ETF ETF (VGK)
$1,001 - $15,000
None (or less than $201)
1.8
MSCI JAPAN INDEX FUND (ISHARES) ISHARES, INC.MSCI JAPAN ETF MUTUAL FUND (EWJ)
$1,001 - $15,000
None (or less than $201)
1.9
S&P MIDCAP 400 INDEX FUND (ISHARES) ISHARES CORE S&P MID-CAP ETF (IJH)
$1,001 - $15,000
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
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
BlackRock Inc.
None (or less than $1,001)
Employment Compensation
2
BlackRock Inc. (BLK) unvested restricted stock units
Over $1,000,000
None (or less than $201)
3
BlackRock Inc. 401(k) Plan
3.1
BlackRock LifePath Index Retirement (LIRIX)
$100,001 - $250,000
None (or less than $201)
4
Merrill Lynch Brokerage Account
4.1
Cash
$50,001 - $100,000
None (or less than $201)
4.2
BlackRock Inc. (BLK)
Over $1,000,000
Dividends
$50,001 - $100,000
5
O'Melveny & Myers LLP, defined benefit plan (value not readily ascertainable)
Pension payments
6
Donilon Fidelity SEPIRA
6.1
Fidelity Government Money Market (FDRXX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Russell Fidelity Account #1
1.1
ISHARES Inc MSCI CDA ETF (EWC)
None (or less than $1,001)
$201 - $1,000
1.2
ISHARES MSCI EUROZONE ETF (EZU)
$500,001 - $1,000,000
$5,001 - $15,000
1.3
ISHARES INC MSCI PAC JP ETF (EPP)
$250,001 - $500,000
$5,001 - $15,000
1.4
ISHARES S&P 100 ETF (OEF)
$100,001 - $250,000
$1,001 - $2,500
1.5
ISHARES CORE S&P 500 ETF (IVV)
$1,000,001 - $5,000,000
$15,001 - $50,000
1.6
ISHARES CORE S&P 500/BAR (IVW)
$500,001 - $1,000,000
$2,501 - $5,000
1.7
ISHARES S&P 500 VALUE ETF (IVE)
$500,001 - $1,000,000
$5,001 - $15,000
1.8
ISHARES CORE S&P MIDCAP ETF (IJH)
$250,001 - $500,000
$2,501 - $5,000
1.9
ISHARES CORE S&P SMALL CAPCAP E (IJR)
$250,001 - $500,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
AMG YACKTMAN FOCUSED I (YAFIX)
Purchase
12/15/2021
$1,001 - $15,000
2
LEGG MASON WESTERN ASSET MACRO OPP I (LAOIX)
Purchase
12/22/2021
$1,001 - $15,000
3
Chiron Capital Allocation Fund Class I Shares (CCAPX)
Purchase
12/22/2021
$1,001 - $15,000
4
ARTISAN FOCUS FUND INSTL (APHTX)
Purchase
11/23/2021
$1,001 - $15,000
5
JOHCM INTERNATIONAL SELECT INSTL (JOHIX)
Purchase
12/15/2021
$1,001 - $15,000
6
AKRE FOCUS FUND INSTL (AKRIX)
Purchase
12/10/2021
$1,001 - $15,000
7
AQR Managed Futures Strategy Fund Class I Shares (AQMIX)
Purchase
12/23/2021
$1,001 - $15,000
8
AKRE FOCUS FUND INSTL (AKRIX)
Purchase
08/12/2021
$15,001 - $50,000
9
PIMCO Income Fund Institutional Class Shares (PIMIX)
Purchase
08/12/2021
$1,001 - $15,000
10
JOHCM INTERNATIONAL SELECT INSTL (JOHIX)
Purchase
08/12/2021
$1,001 - $15,000

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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