John Patrick Kelley
Associate Administrator for the Office of Capital Access (Departed Administration)
Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown
Employment
  • 03/01/2021 - 05/12/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Live Oak Bank
Wilmington, NC, US
Executive Vice President
02/28/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
(Stock) LOB Live Oak Bancsh
None (or less than $1,001)
Capital Gains
Over $1,000,000*
2
Live Oak Bank (401k) Fidelity 401k
2.1
(Mutual Fund) CXXRX-Columbia Small Cap Index Fund Class I2
None (or less than $1,001)
$50,001 - $100,000
2.2
(Mutual Fund) FCNKX-Fidelity Contra Fund Class K
None (or less than $1,001)
$50,001 - $100,000
2.3
(Mutual Fund) FSMAX-Fidelity Extended Market Index Fund
None (or less than $1,001)
$50,001 - $100,000
2.4
(Mutual Fund) FXAIX-Fidelity 500 Index Fund
None (or less than $1,001)
$50,001 - $100,000
3
Schulte Roth & Zabel LLP (401k) Principal
3.1
(Other) BNYM Midcap Index Inv Fund
None (or less than $1,001)
$15,001 - $50,000
4
(Self EI) Live Oak Bank 2020 Base salary: 325,008 Bonus: 42,314 Rest Stock: 1,310,326 Long term disability premium: 950.04 Washington, DC, US
Salary
$1,678,598.00

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Live Oak Bank
Wilmington, NC, US
401-K - My former employer does not make contributions to the plan on my behalf.
03/2021
2
Schulte Roth & Zabel
New York, NY, US
401-k - My former employer does not continue to make contributions on my behalf.
09/2006

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Live Oak Bank; Wilmington, NC, US
Employment Compensation

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
(S) Silver Spring Pediatrics (401k) Principal
1.1
(Other) Principal LifeTime 2040 Separate Account
$15,001 - $50,000
Capital Gains
$15,001 - $50,000
2
(S) (Spouse EI) Silver Spring Pediatrics Silver Spring, MD, US

Other Assets and Income

#
Description
Value
Type
Amount
1
(Cash Deposit/Savings) Citibank New York, NY, US Preferred Money Market
$100,001 - $250,000
Interest
None (or less than $201)
2
(S) (Cash Deposit/Savings) Bank of America Washington, DC, US Savings
$100,001 - $250,000
Interest
$100,001 - $1,000,000
3
(J) (Cash Deposit/Savings) Bank of America Washington, DC, US Joint Savings
$15,001 - $50,000
Interest
$15,001 - $50,000
4
(DC) (Cash Deposit/Savings) Bank of America Washington, DC, US Savings
$1,001 - $15,000
Interest
$5,001 - $15,000
5
(DC) (Cash Deposit/Savings) Bank of America Washington, DC, US Savings
$1,001 - $15,000
Interest
$5,001 - $15,000
6
(S) (Mutual Fund) VFIAX Vanguard 500 Index Fd Admiral Shs
$250,001 - $500,000
$100,001 - $1,000,000
7
(S) (Mutual Fund) JAWWX Janus Henderson Global Research Fund - T Shares
$1,001 - $15,000
None (or less than $201)
8
(S) (Mutual Fund) FEQIX Fidelity Equity Income Fund
$1,001 - $15,000
None (or less than $201)
9
(S) (Mutual Fund) FLPSX Fidelity Low-Priced Stock Fund
$15,001 - $50,000
None (or less than $201)
10
(S) (Mutual Fund) FGRIX Fidelity Growth and Income Pt
$1,001 - $15,000
None (or less than $201)

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
2
1
As part my employment with Live Oak Bank, I received restricted shares, stock options, and performance compensation that I liquidated upon beginning public service.
6
22.1
42.25% of Portfolio assets allocated to Underlying Fund
6
22.2
16.25% of the Portfolio assets allocated to Underlying Fund
6
22.3
6.50% of the Portfolio assets allocated to the Underlying Fund
6
22.4
10.50% of the Portfolio's assets allocated to the Underlying Fund
6
22.5
8.75% of the Portfolio's assets allocated to the Underlying Fund
6
22.6
12.25% of the Portfolio assets allocated to the Underlying Fund
6
22.7
3.50% of the Portfolio Assets allocated to the Underlying Fund
6
23.2
32.50% of the Portfolio assets allocated to the Underlying Fund
6
23.3
12.50% of the Portfolio Assets to the Underlying Fund

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