John Tien
Deputy Secretary
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.9 M - $9.4 M
Salary
  • salary
    Unknown
Employment
  • Started 06/24/2021

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

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