David P Pekoske
Administrator
Estimated Net Worth
- $291 K - $865 K
Salary
- Unknown
Employment
- Started 09/15/2022
Financial Disclosure Details - OGE Form 278e (05/15/2022)
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 |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Eaton VanceGlobal Macro Absolute Return Advantage Fund Class A Shares (EGRAX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Fidelity Strategic Advisers Large Cap Fund (FALCX) | $100,001 - $250,000 | None (or less than $201) | |
1.5 | Strategic Advisers Short Duration Fund (FAUDX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Strategic Advisers International Fund (FILFX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Strategic Advisers Core Income Fund (FPCIX) | $100,001 - $250,000 | None (or less than $201) | |
1.9 | Strategic Advisers Income Opportunities Fund (FPIOX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Arlington, Virginia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. The sole underlying asset in this defined contribution plan is detailed in the Assets and Income section of this report (and was sold on 05/05/2021). No longer held. | 6/2010 |
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 | U. S. bank #1 - Checking | $1,001 - $15,000 | None (or less than $201) | |
2 | U. S. bank #1 - Preferred Money Market | $1,001 - $15,000 | None (or less than $201) | |
3 | U. S. Savings Bonds | $1,001 - $15,000 | None (or less than $201) | |
4 | U. S. bank #2 - Savings | $1,001 - $15,000 | None (or less than $201) | |
5 | U. S. bank #2 - Checking | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Fidelity Freedom K2025 Fund (FKTWX) | Sale | 05/05/2021 | $250,001 - $500,000 |
2 | Fidelity Government Cash Reserves (FDRXX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
3 | Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
4 | Eaton Vance Shares (EGRAX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
5 | Fidelity Strategic Advisers Large Cap Fund (FALCX) | Purchase | 12/23/2021 | $100,001 - $250,000 |
6 | Strategic Advisers Short Duration Fund (FAUDX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
7 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
8 | Strategic Advisers International Fund (FILFX) | Purchase | 12/23/2021 | $50,001 - $100,000 |
9 | Strategic Advisers Core Income Fund (FPCIX) | Purchase | 12/23/2021 | $100,001 - $250,000 |
10 | Strategic Advisers Income Opportunities Fund (FPIOX) | Purchase | 12/23/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Aidvantage | $50,001 - $100,000 | 2006 | 20 |
2 | Wells Fargo | $500,001 - $1,000,000 | 2013 | 30 |
3 | Great Lakes Higher Education | $15,001 - $50,000 | 2012 | 14 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 1 | Fidelity Freedom K2025 Fund assets were sold and directly invested in a Fidelity Rollover IRA on 05/05/2021. |
7 | 13 | Direct rollover from Fidelity Freedom K2025 Fund (FKTWX). Cash is the underlying asset and interest was less than $200 in 2021. |
7 | 14 | Direct rollover to funds purchased on 12/23/2021. |
8 | 1 | Loan was formerly held by Navient Solutions but was purchased by or transferred to Aidvantage in 2021. |
8 | 3 | Loan was paid off in 2021. |
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