Cody Pomeranz
            
  
              Director of Speechwriting (Departed Administration)
            
Estimated Net Worth
 - Unknown
 
Salary
 - Unknown
 
Employment
 - 07/06/2021 - 08/05/2022
 
Departed Administration
 - Yes
 
Current Title
 - Founder and Principal
 
Current Employer
 - Cody Pomeranz
 
Financial Disclosure Details - OGE Form 278 Termination (08/03/2022)
Positions Held Outside United States Government
#  | Organization  | City  | Position  | To  | 
|---|---|---|---|---|
1  | Washington, District of Columbia  | Director of Speechwriting  | 3/2021  | |
2  | States United Democracy Center  | Washington, District of Columbia  | Consultant  | 4/2021  | 
Employment Assets & Income and Retirement Accounts
#  | Description  | Value  | Income Type  | Income Amount  | 
|---|---|---|---|---|
1  | Traditional IRA  | |||
1.1  | First Trust Morningstar Dividend Leaders Index Fund (FDL)  | $1,001 - $15,000  | None (or less than $201)  | |
1.2  | First Trust Europe AlphaDEX Fund (FEP)  | $1,001 - $15,000  | None (or less than $201)  | |
1.3  | First Trust Large Cap Core AlphaDEX Fund (FEX)  | $1,001 - $15,000  | None (or less than $201)  | |
1.4  | First Trust Value Line Dividend Index Fund (FVD)  | $1,001 - $15,000  | None (or less than $201)  | |
1.5  | First Trust Small Cap Core AlphaDEX Fund (FYX)  | $1,001 - $15,000  | None (or less than $201)  | |
1.6  | First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)  | $1,001 - $15,000  | None (or less than $201)  | |
2  | Roth IRA  | |||
2.1  | Morgan Stanley Pathway Funds Core Fixed Income Fund (TIIUX)  | $1,001 - $15,000  | None (or less than $201)  | |
2.2  | Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX)  | $1,001 - $15,000  | None (or less than $201)  | 
Employment Agreements and Arrangements
#  | Employer Or Party  | City  | Status And Terms  | Date  | 
|---|---|---|---|---|
1  | Washington, District of Columbia  | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.  | 4/2017  | |
2  | Center for American Progress 401(k) plan  | Washington, District of Columbia  | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.  | 2/2016  | 
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  | Brokerage Account  | $50,001 - $100,000  | ||
1.1  | First Trust Europe AlphaDEX Fund (FEP)  | $1,001 - $15,000  | $201 - $1,000  | |
1.2  | First Trust Value Line Dividend Index Fund (FVD)  | $1,001 - $15,000  | $201 - $1,000  | |
1.3  | First Trust NASDAQ-100 Equal Weighted Index Fund (QQEW)  | $1,001 - $15,000  | None (or less than $201)  | |
1.4  | First Trust Morningstar Dividend Leaders Index Fund (FDL)  | $1,001 - $15,000  | $201 - $1,000  | |
1.5  | First Trust Large Cap Core AlphaDEX Fund (FEX)  | $1,001 - $15,000  | None (or less than $201)  | |
1.6  | First Trust Small Cap Core AlphaDEX Fund (FYX)  | $1,001 - $15,000  | None (or less than $201)  | |
1.7  | Sweep account #1 (cash)  | $1,001 - $15,000  | None (or less than $201)  | |
1.8  | The Goldman Sachs Group, Inc. (GS)  | None (or less than $1,001)  | Capital Gains  | $1,001 - $2,500  | 
1.9  | JPMorgan Chase & Co. (JPM)  | None (or less than $1,001)  | Capital Gains  | $201 - $1,000  | 
Transactions
#  | Description  | Type  | Date  | Amount  | 
|---|---|---|---|---|
1  | Morgan Stanley Pathway Funds International Equity Fund (TIEUX)  | Purchase  | 04/20/2022  | $1,001 - $15,000  | 
2  | Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX)  | Purchase  | 04/20/2022  | $1,001 - $15,000  | 
3  | Morgan Stanley Pathway Funds Core Fixed Income Fund (TIIUX)  | Purchase  | 04/20/2022  | $1,001 - $15,000  | 
4  | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)  | Purchase  | 12/14/2021  | $1,001 - $15,000  | 
5  | Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I Shares (MPEGX)  | Purchase  | 12/13/2021  | $1,001 - $15,000  | 
6  | Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I Shares (MPEGX)  | Purchase  | 12/13/2021  | $1,001 - $15,000  | 
7  | Baron Discovery Fund Institutional Class Shares (BDFIX)  | Purchase  | 11/23/2021  | $1,001 - $15,000  | 
8  | Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I Shares (MPEGX)  | Purchase  | 10/07/2021  | $1,001 - $15,000  | 
9  | T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)  | Purchase  | 10/07/2021  | $1,001 - $15,000  | 
10  | BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares (CMGIX)  | Purchase  | 10/07/2021  | $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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