Estimated Net Worth
  • estimated net worth
    $290 K - $926 K
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (08/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Fairfax, Virginia
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX)
$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
Beneficiary IRA
1.1
Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX)
$1,001 - $15,000
None (or less than $201)
1.2
Emerging Markets Portfolio Institutional Class Shares (DFEMX)
$1,001 - $15,000
None (or less than $201)
1.3
Emerging Markets Small Cap Portfolio Institutional Class Shares (DEMSX)
$1,001 - $15,000
None (or less than $201)
1.4
DFA International Value Portfolio Institutional Class Shares (DFIVX)
$1,001 - $15,000
None (or less than $201)
1.5
DFA One-Year Fixed Income Portfolio Institutional Class Shares (DFIHX)
$50,001 - $100,000
None (or less than $201)
1.6
US Large Cap Value Portfolio Institutional Class Shares (DFLVX)
$15,001 - $50,000
None (or less than $201)
1.7
US Large Company Portfolio Institutional Class Shares (DFUSX)
$15,001 - $50,000
None (or less than $201)
1.8
US Micro Cap Portfolio Institutional Class Shares (DFSCX)
$1,001 - $15,000
None (or less than $201)
1.9
US Small Cap Value Portfolio Institutional Class Shares (DFSVX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Acct Joint
1.1
Vanguard Total Bond Market Index Fund Adm. Shares
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX)
$1,001 - $15,000
None (or less than $201)
2
Vanguard Account - Joint 2
2.1
Vanguard Balanced Index Fund Investor Shares
$1,001 - $15,000
None (or less than $201)
2.2
Vanguard International Growth Fund Investor Shares
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard LifeStrategy Income Fund
$1,001 - $15,000
None (or less than $201)
3
U.S. credit union account (cash)
$15,001 - $50,000
None (or less than $201)
4
VA 529 College Savings Plan, no remaining assets
None (or less than $1,001)
Cash Distributions
$4,080

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Bank
$250,001 - $500,000
1997
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Inherited by spouse in December 2020 as beneficiary, after the death of her mother.
8
1
Interest rate adjusted by Wells Fargo several times, most recently 2013 at 3.7%

Do you have information about David J Kostelancik that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2024 Biden's Basement. All rights reserved