Jennifer L. Klein
DEPUTY ASSISTANT TO THE PRESIDENT AND CO-CHAIR AND EXECUTIVE DIRECTOR OF THE WHITE HOUSE GENDER POLICY COUNCIL
Observations
- Millionaire
Estimated Net Worth
- $12.5 M - $32.9 M
Salary
- $155 K
Financial Disclosure Details - OGE Form 278e (04/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Chief Strategy and Policy Officer | 1/2021 | |
2 | Washington, District of Columbia | Adjunct Professor | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA SEP | |||
1.1 | SPDR S&P 500 ETF TRUST | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
2 | TIMES UP FOUNDATION | SALARY | $30,295 |
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 | IRA | |||
1.1 | U.S. Brokerage account (cash) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | BECTON DICKINSON & CO | None (or less than $1,001) | Capital Gains | $2,501 - $5,000 |
1.3 | METLIFE INC | None (or less than $1,001) | Capital Gains | $5,001 - $15,000 |
1.4 | MORGAN STANLEY FIN LLC | None (or less than $1,001) | Capital Gains | None (or less than $201) |
1.5 | ROYAL BANK OF CANADA | None (or less than $1,001) | Capital Gains | $2,501 - $5,000 |
1.6 | ADT CORPORATION DUE 06/15/2023 4.125% | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.7 | CBS CORP NEW DUE 01/15/2027 2.9% | $15,001 - $50,000 | Interest | $1,001 - $2,500 |
1.8 | CELGENE CORP SR NT DUE 08/15/2025 3.875% | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
1.9 | CONSTELLATION BRANDS INC DUE 05/19/2027 3.5% | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | BROKERAGE | |||
1.1 | US Bank #3 (cash) | $1,000,001 - $5,000,000 | None (or less than $201) | |
1.2 | ABBOTT LABORATORIES | None (or less than $1,001) | Capital Gains | $15,001 - $50,000 |
1.3 | AIR LIQUIDE-ADR | None (or less than $1,001) | Capital Gains | $201 - $1,000 |
1.4 | ALPHABET INC | None (or less than $1,001) | Capital Gains | $50,001 - $100,000 |
1.5 | ALPHABET INC | None (or less than $1,001) | Capital Gains | $50,001 - $100,000 |
1.6 | AMERICAN ELECTRIC POWER | None (or less than $1,001) | Capital Gains | None (or less than $201) |
1.7 | BANK OF AMERICA | None (or less than $1,001) | Capital Gains | $5,001 - $15,000 |
1.8 | BANK OF AMERICA | None (or less than $1,001) | Capital Gains | $2,501 - $5,000 |
1.9 | BANK OF AMERICA | None (or less than $1,001) | Capital Gains | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | 1.14 iShares Core High Dividend ETF (HDV) | Purchase | 04/15/2021 | $50,001 - $100,000 |
2 | 1.15 Spider S&P 500 ETF Trust (SPY) | Purchase | 03/31/2021 | $100,001 - $250,000 |
3 | 1.4 Morgan Stanley Fin LLC | Sale | 04/15/2021 | $50,001 - $100,000 |
4 | 1.3 Metlife Inc | Sale | 04/15/2021 | $15,001 - $50,000 |
5 | 1.2 Becton Dickinson | Sale | 04/15/2021 | $15,001 - $50,000 |
6 | 1.5 Royal Bank of Canada | Sale | 04/15/2021 | $15,001 - $50,000 |
7 | 1.109 University NC Chapel Hill Rev Taxable Due 12/1/36 3.327% | Purchase | 02/02/2021 | $50,001 - $100,000 |
8 | 1.99 BNP Paribas Phoenix FDX US 70% Barrier 13.3% CPN Due 2/24/22 | Purchase | 02/10/2021 | $15,001 - $50,000 |
9 | 1.98 Black Hills Corp | Purchase | 03/01/2021 | $15,001 - $50,000 |
10 | 1.100 iShares core High Dividend ETF (HDV) | Purchase | 04/19/2021 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | NBA LEAGUE-WIDE CREDIT FACILITY | $250,001 - $500,000 | 2003 | MATURING 6/8/2020 |
2 | NBA LEAGUE-WIDE CREDIT FACILITY | $250,001 - $500,000 | 2008 | MATURING 6/17/2021 |
3 | NBA LEAGUE-WIDE CREDIT FACILITY | $100,001 - $250,000 | 2008 | MATURING 6/7/2024 |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 3.1 | Account at Private Bank was closed and account balance was moved to CIBC Bank. |
6 | 3.2 | 2021 BSV LP Schedule K-1 showed a loss. |
6 | 8 | This asset belongs to a Dependent Child of the filer, though not Minor Child. Assets are not imputed to filer. |
6 | 9 | Asset belongs to Dependent Child of the filer, though not a Minor Child. Assets not imputed to filer. |
6 | 19.3 | 2021 BSV LP Schedule K-1 showed a loss. |
8 | 1 | NOT SURE ABOUT THE YEAR LOAN INCURRED. |
8 | 2 | NOT SURE ABOUT THE YEAR LOAN INCURRED |
8 | 3 | NOT SURE ABOUT THE YEAR LOAN INCURRED |
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