Dana E. Rosenzweig
SPECIAL ASSISTANT TO THE PRESIDENT AND DEPUTY DIRECTOR OF MANAGEMENT AND ADMINISTRATION FOR OPERATIONS
Estimated Net Worth
  • estimated net worth
    $410 K - $951 K
Salary
  • salary
    $130 K

Financial Disclosure Details - OGE Form 278e (04/25/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Associate
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
McKinsey & Company (Management consulting)
Salary/Bonus
$26,499
2
McKinsey & Company Defined Contribution Retirement Plan
2.1
Special Situations Enhanced – Liquidity
$50,001 - $100,000
None (or less than $201)
2.2
Passive U.S. Equities
$15,001 - $50,000
None (or less than $201)
2.3
Passive Non-U.S. Equities
$15,001 - $50,000
None (or less than $201)
3
Roth IRA
3.1
Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX)
$50,001 - $100,000
None (or less than $201)
3.2
Neuberger Berman International Select Fund Institutional Class Shares (NILIX)
$15,001 - $50,000
None (or less than $201)
3.3
Neuberger Berman Genesis Fund Institutional Class (NBGIX)
$15,001 - $50,000
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.
10/2018

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
The Home Depot, Inc. (HD)
None (or less than $1,001)
Dividends
$1,001 - $2,500
2
Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX)
$100,001 - $250,000
$15,001 - $50,000
3
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)
4
Neuberger Berman International Select Fund Institutional Class Shares (NILIX)
$50,001 - $100,000
$5,001 - $15,000
5
Neuberger Berman Genesis Fund Institutional Class (NBGIX)
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
The Home Depot, Inc. (HD)
Sale
07/23/2021
$100,001 - $250,000
2
Neuberger Berman International Select Fund Institutional Class Shares (NILIX)
Purchase
09/20/2021
$50,001 - $100,000
3
Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX)
Purchase
09/20/2021
$100,001 - $250,000
4
Neuberger Berman Genesis Fund Institutional Class (NBGIX)
Purchase
09/20/2021
$15,001 - $50,000

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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