Hayley Matz Meadvin
Senior Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.9 M - $13.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/06/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Director
6/2021
2
Washington, District of Columbia
Treasurer
7/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
$1,001 - $15,000
None (or less than $201)
1.2
iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard FTSE Developed Markets ETF (VEA)
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard Dividend Appreciation (VIG)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard REIT Index Fund (VNQ)
$15,001 - $50,000
None (or less than $201)
1.6
Vanguard Total Stock Market ETF (VTI)
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard FTSE Emerging Markets ETF (VWO)
$15,001 - $50,000
None (or less than $201)
2
IRA #2
2.1
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
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
Laurel Strategies
Salary
2
IRA #1
2.1
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
$1,001 - $15,000
None (or less than $201)
2.2
iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard FTSE Developed Markets ETF (VEA)
$15,001 - $50,000
None (or less than $201)
2.4
Vanguard Dividend Appreciation (VIG)
$15,001 - $50,000
None (or less than $201)
2.5
Vanguard REIT Index Fund (VNQ)
$15,001 - $50,000
None (or less than $201)
2.6
Vanguard Total Stock Market ETF (VTI)
$15,001 - $50,000
None (or less than $201)
2.7
Vanguard FTSE Emerging Markets ETF (VWO)
$15,001 - $50,000
None (or less than $201)
3
Laurel Strategies, 401(k) plan

Other Assets and Income

#
Description
Value
Type
Amount
1
CorEnergy Infrastructure Trust, Inc. (CORR)
$1,001 - $15,000
None (or less than $201)
2
Frequency Therapeutics, Inc. (FREQ)
$1,001 - $15,000
None (or less than $201)
3
Astra Space, Inc. (ASTR)
$15,001 - $50,000
None (or less than $201)
4
JPMorgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)
5
Peloton Interactive, Inc. (PTON)
$1,001 - $15,000
None (or less than $201)
6
The PNC Financial Services Group, Inc. (PNC)
$1,001 - $15,000
None (or less than $201)
7
Twilio Inc. (TWLO)
$15,001 - $50,000
None (or less than $201)
8
Viatris Inc. (VTRS)
$1,001 - $15,000
None (or less than $201)
9
Wells Fargo & Company (WFC)
$1,001 - $15,000
None (or less than $201)
10
Zoom Video Communications, Inc. (ZM)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Residential real estate, Whitefish, MT
Purchase
07/15/2021
$250,001 - $500,000
2
Residential real estate, Whitefish, MT
Sale
11/12/2021
$500,001 - $1,000,000
3
PIMCO Mortgage Opportunities and Bond Fund (PMZPX)
Purchase
12/29/2021
$1,001 - $15,000
4
PIMCO Mortgage Opportunities and Bond Fund (PMZPX)
Purchase
11/29/2021
$1,001 - $15,000
5
PGIM Floating Rate Income Fund (FRFZX)
Purchase
11/29/2021
$1,001 - $15,000
6
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)
Purchase
11/29/2021
$1,001 - $15,000
7
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC)
Purchase
09/07/2021
$1,001 - $15,000
8
Vanguard Extended Market Index Fund ETF Shares (VXF)
Purchase
11/29/2021
$1,001 - $15,000
9
Vanguard Extended Market Index Fund (VXF)
Purchase
09/07/2021
$1,001 - $15,000
10
Communication Services Select Sector SPDR Fund (XLC)
Purchase
11/29/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Quicken Loans
$500,001 - $1,000,000
2020
15 years
2
Wells Fargo
$500,001 - $1,000,000
2021
30 years
3
Wells Fargo
$500,001 - $1,000,000
2016
30 years
4
Whitefish Credit Union
$250,001 - $500,000
2021
20 years

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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