Eric Werwa
Deputy Assistant Secretary
Estimated Net Worth
  • estimated net worth
    $368 K - $2.2 M
Salary
  • salary
    $162 K
Employment
  • Started 05/10/2021

Financial Disclosure Details - OGE Form 278e (04/05/2022)

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
Otterbein University
1.1
TIAA Traditional Guaranteed Annuity
$1,001 - $15,000
None (or less than $201)
2
Personal IRA
2.1
Dodge & Cox Income Fund (DODIX)
$1,001 - $15,000
None (or less than $201)
2.2
First Eagle Global Fund (SGIIX)
$1,001 - $15,000
None (or less than $201)
2.3
FPA Crescent Fund (FPACX)
$1,001 - $15,000
None (or less than $201)
2.4
Metropolitan West Total Return Bond Fund (MWTIX)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Dividend Growth Fund Investor Shares (VDIGX)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
2.7
Vanguard Developed Markets Index Fund ETF Shares (VEA)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Otterbein University
Westerville, Ohio
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
10/1997

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
Invariant (government relations and communications)
salary, bonus
2
Invariant 401k
2.1
American Funds TRGT Date Ret 2045 R6
$1,001 - $15,000
None (or less than $201)
3
Spouse IRA
3.1
Emerson Electric Company (EMR)
$1,001 - $15,000
None (or less than $201)
3.2
T. Rowe Price Group, Inc. (TROW)
$1,001 - $15,000
None (or less than $201)
3.3
Starbucks Corporation (SBUX)
$1,001 - $15,000
None (or less than $201)
3.4
Comcast Corporation - Class A (CMCSA)
$1,001 - $15,000
None (or less than $201)
3.5
BlackRock, Inc. (BLK)
$1,001 - $15,000
None (or less than $201)
3.6
3M Company (MMM)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Capital Income Builder Class F1 Shares (CIBFX)
$50,001 - $100,000
$1,001 - $2,500
2
US credit union joint cash account
$100,001 - $250,000
None (or less than $201)
3
US credit union personal cash account
$1,001 - $15,000
None (or less than $201)
4
US credit union spouse cash account
$1,001 - $15,000
None (or less than $201)
5
3M Company (MMM)
$1,001 - $15,000
None (or less than $201)
6
AmerisourceBergen Corporation (ABC)
$1,001 - $15,000
None (or less than $201)
7
Amgen (AMGN)
$1,001 - $15,000
None (or less than $201)
8
Automatic Data Processing, Inc. (ADP)
$1,001 - $15,000
None (or less than $201)
9
Baird Aggregate Bond Fund Institutional Class Shares (BAGIX)
$1,001 - $15,000
None (or less than $201)
10
BlackRock, Inc. (BLK)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Verizon Communications, Inc. (VZ)
Purchase
10/12/2021
$1,001 - $15,000
2
Verizon Communications, Inc. (VZ)
Purchase
10/12/2021
$1,001 - $15,000
3
FPA Crescent Fund (FPACX)
Sale
02/08/2022
$1,001 - $15,000
4
First EagleGlobal Fund Class I Shares (SGIIX)
Sale
02/08/2022
$1,001 - $15,000
5
Polen Growth Fund Institutional Class Shares (POLIX)
Purchase
02/08/2022
$1,001 - $15,000
6
International Equity Portfolio Institutional Class Shares (HLMIX)
Purchase
02/08/2022
$1,001 - $15,000
7
iShares Core S&P Total US Stock Market ETF (ITOT)
Sale
02/08/2022
$1,001 - $15,000
8
iShares Core MSCI EAFE ETF (IEFA)
Purchase
02/08/2022
$1,001 - $15,000
9
Martin Currie Emerging Markets Fund Class I Shares (MCEIX)
Purchase
02/08/2022
$1,001 - $15,000
10
PIMCO CommodityRealReturn Strategy Fund Institutional Class Shares (PCRIX)
Purchase
02/08/2022
$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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