Jana L Fong-Swamidoss
Chief Counsel to Commissioner Elliot Kaye and Chief of Staff to Chair Alex Hoehn-Saric
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $3.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/30/2022)

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
Alexander and Baldwin (ALEX)
None (or less than $1,001)
Dividends
None (or less than $201)
2
Charles Schwab Corporation (SCHW)
$15,001 - $50,000
Dividends
$201 - $1,000
3
Matson, Inc. (MATX)
$1,001 - $15,000
Dividends
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
Prudential 401k
1.1
Prudential Stable Value Fund
$100,001 - $250,000
None (or less than $201)
1.2
Black Rock Total Return Bond Fund T
$50,001 - $100,000
None (or less than $201)
1.3
Black Rock U.S. Debt Index Fund W
$50,001 - $100,000
None (or less than $201)
1.4
Victory Sycamore Established Value Fund Class R6 Shares (VEVRX)
$15,001 - $50,000
$1,001 - $2,500
1.5
Small Cap Value/Kennedy Capital Fund
$15,001 - $50,000
None (or less than $201)
1.6
Small Cap Growth/TimesSquare Fund
$15,001 - $50,000
None (or less than $201)
1.7
American Funds EuroPacific Growth Fund Class R6
$50,001 - $100,000
$5,001 - $15,000
1.8
Mass Mutual Select Mid Cap Growth Fund Class I
$15,001 - $50,000
$2,501 - $5,000
1.9
Black Rock Mid Cap Index Fund M
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Credit Union (money market)
$100,001 - $250,000
Dividends
None (or less than $201)
2
Credit Union (checking)
$250,001 - $500,000
None (or less than $201)
3
Credit Union (savings)
None (or less than $1,001)
None (or less than $201)
4
Credit Union (checking)
None (or less than $1,001)
None (or less than $201)
5
Credit Union (Money Market)
$1,001 - $15,000
None (or less than $201)
6
Credit Union (savings)
$1,001 - $15,000
None (or less than $201)
7
American VA 529 Account (Child 1)
7.1
American Funds EuroPacific Growth Fund Class 529-A (CEUAX)
$15,001 - $50,000
$1,001 - $2,500
7.2
American Funds New World Fund Class A M/F
$15,001 - $50,000
$1,001 - $2,500
7.3
American Funds The New Economy Fund Class 529-A Shares (CNGAX)
$1,001 - $15,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Newport Fund Moderate Model Portfolio
Purchase
02/19/2021
$1,001 - $15,000
2
Prudential Stable Value Fund
Purchase
12/27/2021
$1,001 - $15,000
3
Black Rock Total Return Bond Fund T
Purchase
12/27/2021
$1,001 - $15,000
4
Black Rock U.S. Debt Index Fund W
Purchase
12/27/2021
$1,001 - $15,000
5
Fidelity International Index 5.9067 Fund
Purchase
12/27/2021
$1,001 - $15,000
6
American Funds EuroPacific Growth 21.7899 Fund Class R-6
Purchase
12/27/2021
$1,001 - $15,000
7
Prudential Stable Value Fund
Purchase
09/27/2021
$1,001 - $15,000
8
American Funds EuroPacific Growth 3.18519
Purchase
09/27/2021
$1,001 - $15,000
9
Prudential Stable Value Fund
Purchase
06/28/2021
$1,001 - $15,000
10
Black Rock Total Return Bond Fund 31.5477 T
Purchase
06/28/2021
$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
5
4
This is a defined contribution plan.
7
1
Contribution to VSP Deferred Compensation Plan.

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