Janet Yellen
Secretary of the Treasury
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.5 M - $27.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Berkeley, California
Trustee
Present
2
Berkeley, California
Professor Emeritus
Present
3
Washington, District of Columbia
Trustee
Present
4
Nashville, Tennessee
President
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
Distribution
$16,258
1.1
Vanguard Short Term Corporate Bond Index Admiral (VSCSX)
$1,000,001 - $5,000,000
$15,001 - $50,000
2
Harvard University defined contribution plan
Distribution
$16,441
2.1
TIAA Traditional Annuity
$15,001 - $50,000
None (or less than $201)
2.2
CREF R3 Stock Fund
$250,001 - $500,000
None (or less than $201)
3
IRA-Roth
3.1
Vanguard Short-Term Corporate Bond Index Fund Admiral Class Shares (VSCSX)
$250,001 - $500,000
$5,001 - $15,000
4
University of California, defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$8,012

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Berkeley, California
I will continue to participate in the University's defined benefit plan.
7/1980
2
Cambridge, Massachusetts
I have a vested interest in TIAA-CREF due to contributions from Harvard University where I served as Assistant Professor. I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/1976

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
Vanguard IRA
Distribution
$5,978
1.1
Vanguard Short Term Investment Grade Fund (VFSUX)
$100,001 - $250,000
$1,001 - $2,500
2
Georgetown University 403(b)
2.1
Vanguard Target Retirement Income Fund (VTINX)
$250,001 - $500,000
None (or less than $201)
3
University of California 403(b)
Distribution
$74,784
3.1
University of California Savings Fund
$50,001 - $100,000
$201 - $1,000
3.2
University of California Bond Fund
Over $1,000,000
None (or less than $201)
4
University of California, defined benefit plan (value not readily ascertainable)
Retirement payments
5
University of California, 415M Restoration Plan defined benefit plan (value not readily ascertainable)
Retirement payments
6
Georgetown University
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
Akerlof and Yellen Family Trust
1.1
Conoco Phillips
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
1.2
BNY Mellon Dynamic Value Fund (formerly Dreyfus Strategic Value Fund)
None (or less than $1,001)
$1,001 - $2,500
1.3
Dow Dupont
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
1.4
Pfizer Inc.
None (or less than $1,001)
Capital Gains Dividends
$50,001 - $100,000
1.5
Terradata
None (or less than $1,001)
Capital Gains
$2,501 - $5,000
1.6
Vanguard Extended Market Fund (VEXAX)
$1,000,001 - $5,000,000
$5,001 - $15,000
1.7
Vanguard 500 Index Admiral Shares (VFIAX)
$1,000,001 - $5,000,000
$15,001 - $50,000
1.8
NCR Corporation
None (or less than $1,001)
Capital Gains Dividends
$1,001 - $2,500
1.9
Phillips 66
None (or less than $1,001)
Capital Gains
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
DuPont de Nemours, Inc. (DD)
Sale
02/08/2021
$15,001 - $50,000
2
NCR Corp. (NCR)
Sale
02/08/2021
$1,001 - $15,000
3
Office Depot, Inc. (ODP)
Sale
02/08/2021
$1,001 - $15,000
4
AT&T (T)
Sale
02/09/2021
$1,001 - $15,000
5
Corteva, Inc. (CTVA)
Sale
02/08/2021
$1,001 - $15,000
6
Conoco Phillips (COP)
Sale
02/08/2021
$15,001 - $50,000
7
The Chemours Co. (CC)
Sale
02/08/2021
$1,001 - $15,000
8
Dow, Inc. (DOW)
Sale
02/08/2021
$1,001 - $15,000
9
Norfolk Southern Corp. (NSC)
Sale
02/08/2021
$100,001 - $250,000
10
Phillips 66 (PSX)
Sale
02/08/2021
$15,001 - $50,000

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
7
3
Asset below reporting threshold at the time of nominee filing.

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