Jessica Swafford Marcella
DAS for Population Affairs
Estimated Net Worth
  • estimated net worth
    $964 K - $2.5 M
Salary
  • salary
    Unknown
Employment
  • Started 05/10/2021

Financial Disclosure Details - OGE Form 278e (05/14/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Trustee
Present
2
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Family Planning & Reproductive Health Association, 403(b) plan account
1.1
American Funds Growth & Income Fund
$15,001 - $50,000
None (or less than $201)
1.2
BlackRock Global Allocation
$15,001 - $50,000
None (or less than $201)
1.3
Delaware VIP Smid Cap Core Series
$15,001 - $50,000
None (or less than $201)
1.4
Fidelity VIP Contrafund
$50,001 - $100,000
None (or less than $201)
1.5
PIMCO VIT Total Return Portfolio
$50,001 - $100,000
None (or less than $201)
2
Filer's rollover IRA
2.1
Invesco Balanced-Risk Allocation Fund - Class A (ABRZX)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Advisor Strategic Income Fund - Class A (FSTAX)
$15,001 - $50,000
None (or less than $201)
2.3
Invesco S&P 500 Revenue ETF (RWL)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I continue to retain this 403(b) plan. The plan sponsor no longer makes contributions.
7/2013

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
GE HealthCare
Salary and Bonus
2
General Electric Co., defined benefit plan
$100,001 - $250,000
None (or less than $201)
3
General Electric Co., unvested restricted stock units
$250,001 - $500,000
None (or less than $201)
4
General Electric Co., vested stock options
$1,001 - $15,000
None (or less than $201)
5
General Electric Co., stock options (value not readily ascertainable): 312 vested shares, strike $200.72, exp. 09/2024
None (or less than $201)
6
General Electric Co., stock options (value not readily ascertainable): 417 vested shares, strike $191.92, exp. 09/2025
None (or less than $201)
7
General Electric Co., stock options (value not readily ascertainable): 104 vested shares, strike $227.76, exp. 09/2026
None (or less than $201)
8
General Electric Co., stock options (value not readily ascertainable): 456 vested shares, strike $140.08, exp. 11/2027
None (or less than $201)
9
General Electric Co., stock options (value not readily ascertainable): 1,301 vested shares, strike $108.24, exp. 03/2028
None (or less than $201)
10
General Electric Co., stock options (value not readily ascertainable): 366 vested shares, strike $89.68, exp. 03/2030
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$15,001 - $50,000
None (or less than $201)
2
Fidelity Advisor 529 Plan (New Hampshire 529 College Savings Plan) account
2.1
Fidelity Advisor 529 Portfolio 2028 - Class A (FPFAX)
$1,001 - $15,000
None (or less than $201)
3
Revocable family trust (see Part 2, lines 2 - 3.5, and Part 5, lines 13 - 13.7 for underlying accounts and assets)
4
Irrevocable family trust #1
4.1
RiverSource Life Insurance Co., variable life
4.1.1
Variable Portfolio - Moderately Aggressive Portfolio (Class 4)
$15,001 - $50,000
None (or less than $201)
5
Irrevocable family trust #2
5.1
RiverSource Life Insurance Co., variable life
5.1.1
Variable Portfolio - Moderately Aggressive Portfolio (Class 4)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Filer's rollover IRA: Invesco International Growth Fund - Class A (AIIEX)
Sale
03/29/2022
$15,001 - $50,000
2
Filer's rollover IRA: Invesco Macro Allocation Strategy Fund - Class A (GMSDX)
Sale
03/29/2022
$1,001 - $15,000
3
Filer's rollover IRA: iShares MSCI EAFE Min Vol Factor ETF (EFAV)
Sale
03/29/2022
$1,001 - $15,000
4
Filer's rollover IRA: Invesco S&P 500 Revenue ETF (RWL)
Purchase
03/30/2022
$15,001 - $50,000
5
Filer's rollover IRA: Vanguard Consumer Staples ETF (VDC)
Purchase
03/30/2022
$15,001 - $50,000
6
Filer's Roth IRA: SPDR Dow Jones Industrial Average ETF Trust (DIA)
Purchase
03/30/2022
$15,001 - $50,000
7
Filer's Roth IRA: Vanguard Intermediate-Term Bond ETF (BIV)
Purchase
03/30/2022
$15,001 - $50,000
8
Filer's Roth IRA: Fidelity Advisor Mid Cap II Fund - Class A (FIIAX)
Sale
03/30/2022
$15,001 - $50,000
9
Filer's Roth IRA: Fidelity Advisor New Insights Fund - Class A (FNIAX)
Sale
03/30/2022
$15,001 - $50,000
10
Filer's Roth IRA: Fidelity Advisor Asset Manager 60% - Class A (FSAAX)
Sale
03/30/2022
$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
2
2
This IRA and its underlying assets were previously reported in Part 6. MS.
2
3
This IRA and its underlying assets were previously reported in Part 6. MS.
5
13
This IRA and its underlying assets were previously reported in Part 6. MS.
5
13.6
This fund was inadvertently not reported in previous OGE Form 278e's (Executive Branch Personnel Public Financial Disclosure Reports). C.F.R. § 2640.102(a), (k) and is eligible for the mutual fund exemption at 5 C.F.R. § 2640.201(a) for any financial interest arising from the underlying assets of the fund. Therefore, no conflicts of interest under 18 U.S.C. § 208. MS.
7
12
Inadvertently not timely reported in an OGE Form 278-T (Periodic Transaction Report). The filer has requested a waiver of the late filing fee pursuant to 5 U.S.C. § 13106(d)(2) and 5 C.F.R. § 2634.704(b). MS.

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