Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $9.4 M
Salary
- Unknown
Employment
- 06/24/2021 - 07/01/2023
Departed Administration
- Yes
Current Title
- Member Board of Directors Distinguished Professor of Practice and External Fellow Member of Supervisory Board Member Board of Directors Member Board of Directors Senior Fellow Member Board of Councilors
Current Employer
- SAIC / Georgia Institute of Technology / The Mission Continues / Union Pacific Railroads / Avalon Action Alliance / Harvard University / Leadership Atlanta / The Carter Center
Financial Disclosure Details - OGE Form 278e (06/06/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Smyrna, Georgia | Trustee | Present | |
2 | New York, New York | Managing Director | 6/2021 | |
3 | Atlanta, Georgia | Board member | 5/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | Dodge & Cox Stock Fund (DODGX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Dodge & Cox Balanced (DODBX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Citigroup | Salary/Bonus | $454,455 | |
3 | Citigroup (C) | $500,001 - $1,000,000 | Dividends | $15,001 - $50,000 |
4 | Citigroup (C), unvested restricted stock | $100,001 - $250,000 | None (or less than $201) | |
5 | Citigroup 401K - BlackRock Life Path 2030 (LINKX) | $500,001 - $1,000,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York, New York | Pursuant to the company’s executive compensation plan, I will retain my unvested restricted stock units, which will vest in January 2023 (884 shares), 2024 (559 shares), and 2025 (297 shares). | 1/2012 | |
2 | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor did not make further contributions after my separation in June 2021. | 8/2011 | |
3 | New York, New York | I will receive a matching contribution to my defined contribution plan for calendar year 2021. This amount has already been fixed and will be pro-rated based on the number of days I worked in 2021. I am not eligible for further contributions after my separation. The distribution will be paid pursuant to corporate policy in March of the year following my separation. | 8/2011 |
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 | Roth IRA | |||
1.1 | Dodge & Cox Stock Fund (DODGX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | Dodge & Cox Balanced (DODBX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account: | |||
1.1 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | BlackRock Equity Dividend Fund (MADVX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.3 | ClearBridge Large Cap Growth Fund (SBLYX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.4 | Edgewood Growth Fund (EGFIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.5 | Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHSX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | iShares Russell 1000 Growth ETF (IWF) | $50,001 - $100,000 | $201 - $1,000 | |
1.9 | iShares Russell 1000 Value ETF (IWD) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | TCW Total Return Bond Fund Class I Shares (TGLMX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
2 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | Sale | 09/13/2021 | $1,001 - $15,000 |
3 | Oakmark International Fund Institutional Class Shares (OANIX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
4 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | Sale | 09/13/2021 | $1,001 - $15,000 |
5 | T Rowe PriceEmerging Markets Stock Fund (PRMSX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
6 | Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | Sale | 09/13/2021 | $1,001 - $15,000 |
7 | MADVX | Purchase | 09/13/2021 | $1,001 - $15,000 |
8 | PIMCO Investment Grade Credit Bond Fund Class I-2 Shares (PBDPX) | Purchase | 09/13/2021 | $1,001 - $15,000 |
9 | MFS Value Fund Class I Shares (MEIIX) | Sale | 09/13/2021 | $1,001 - $15,000 |
10 | DoubleLine Total Return Bond Fund Class I Shares (DBLTX) | Purchase | 10/28/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Cenlar | $250,001 - $500,000 | 2016 | 30 year |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1.18 | This asset is in the Brokerage account item #1 |
6 | 1.19 | This asset is in the Brokerage account #1 |
6 | 7 | Cash account remaining from Family Trust reported in Part 1. I have a 25% interest in the remaining balance after 2021 estate tax returns are complete. The current value of the account is reported. |
6 | 8 | Gifted to adult child in April 2021. |
6 | 9 | Gifted to adult child in April 2021 |
Do you have information about John K. Tien that is missing from this database?
Drop us a line at [email protected].