Jennifer B. O'Malley Dillon
ASSISTANT TO THE PRESIDENT AND DEPUTY CHIEF OF STAFF
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $3.9 M
Salary
  • salary
    $180 K

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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Philadelphia, Pennsylvania
Campaign Manager
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
BFPCC, Inc.
Salary
$14,335
2
401k (Precision Strategies)
2.1
-> Vanguard Total Bond Market Index Fund (VBMFX)
$50,001 - $100,000
None (or less than $201)
2.2
-> Vanguard Total Stock Market Index Fund (VTSAX)
$250,001 - $500,000
None (or less than $201)
3
IRA
3.1
-> Vanguard Target Retirement 2040 Fund (VFORX)
$50,001 - $100,000
None (or less than $201)
3.2
-> Vanguard Target Retirement 2045 Fund (VTIVX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor is no longer making contributions.
8/2019

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
Hilltop Public Solutions
Salary
2
IRA #1 (Rollover) - Vanguard:
2.1
-> Vanguard Target Retirement 2040 Fund (VFORX)
$15,001 - $50,000
None (or less than $201)
3
IRA #2 (Traditional) - Vanguard:
3.1
-> Vanguard Target Retirement 2040 Fund (VFORX)
$50,001 - $100,000
None (or less than $201)
4
401k (Hilltop) - Principal Financial
4.1
-> Principal Core Plus Bond Separate Account
$50,001 - $100,000
None (or less than $201)
4.2
-> Templeton Global R Bond Fund (FGBRX)
$15,001 - $50,000
None (or less than $201)
4.3
-> Principal Large Cap S&P 500 Index Separate Account
$250,001 - $500,000
None (or less than $201)
4.4
-> Principal Mid Cap S&P 400 Index Separate Account
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$50,001 - $100,000
Interest
None (or less than $201)
2
U.S. Bank #2 (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
3
U.S. Bank #3 (cash)
$250,001 - $500,000
Interest
$2,501 - $5,000
4
Charles Schwab Bank brokerage account:
4.1
-> Schwab International Equity ETF (SCHF)
$1,001 - $15,000
$201 - $1,000
4.2
-> Schwab US Aggregate Bond ETF (SCHZ)
$1,001 - $15,000
$201 - $1,000
4.3
-> Schwab US Broad Market ETF (SCHB)
$50,001 - $100,000
$201 - $1,000
5
Aspiration Redwood Mutual Fund (REDWX)
$15,001 - $50,000
$201 - $1,000
6
Vanguard brokerage account:
6.1
-> Vanguard Target Retirement 2050 Fund (VFIFX)
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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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