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
  • estimated net worth
    $12.5 M - $32.9 M
Salary
  • 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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