Colleen Allen
ASSISTANT ADMINISTRATOR
Estimated Net Worth
  • estimated net worth
    $320 K - $992 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/16/2022)

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
Nothing reported in this section

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
Lincoln Holdings LLC
Wages
$1,240
2
American Federation of Musicians
Pension
$1,804

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 Plans
$50,001 - $100,000
Dividends Capital Gains
$1,001 - $2,500
1.1
American Funds Global Balanced C
$50,001 - $100,000
None (or less than $201)
1.2
Capital World Growth and Income
$1,001 - $15,000
None (or less than $201)
1.3
Fundamental Investors
$1,001 - $15,000
None (or less than $201)
2
Diamond Hill Long Short Fund
$15,001 - $50,000
$5,001 - $15,000
3
First Eagle Funds Class I
$50,001 - $100,000
$5,001 - $15,000
4
Pentagon Federal Credit Union
$15,001 - $50,000
Interest
None (or less than $201)
5
USB Bank Account
$1,001 - $15,000
Interest
None (or less than $201)
6
Diebold Inc.
None (or less than $1,001)
Dividends
None (or less than $201)
7
Boeing Co
$15,001 - $50,000
Dividends
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Cohen & Steers Real Assets Fund Class 1
Purchase
05/27/2021
$1,001 - $15,000
2
ARK Genomic Revolution ETF (ARKG)
Sale
05/27/2021
$1,001 - $15,000
3
Transamerica Capital Growth Class I Shares (TFOIX)
Sale
05/27/2021
$1,001 - $15,000
4
Fidelity Advisor New Insights Fund Class 1
Sale
05/27/2021
$1,001 - $15,000
5
ARK Genomic Revolution ETF (ARKG)
Sale
12/14/2021
$1,001 - $15,000
6
American Beacon ARK Transformational Innovation Fund Class Y Shares (ADNYX)
Sale
12/14/2021
$1,001 - $15,000
7
ARK Genomic Revolution ETF (ARKG)
Sale
12/14/2021
$1,001 - $15,000
8
American Beacon ARK Transformational Innovation Fund Class Y Shares (ADNYX)
Sale
12/14/2021
$15,001 - $50,000
9
Delta Air Lines, Inc. (DAL)
Purchase
12/26/2021
$1,001 - $15,000
10
Chewy Inc Cl A
Purchase
06/04/2021
$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
6
1.1
On 12/2/15 529 Plan holdings Capital World Bond Fund and American High Income Trust were exchanged into American Funds Global Balance C.
6
11
Purchased on 8/1/16 and inadvertently omitted from last year's report.

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