Jonathan Cooper Pershing
Deputy Envoy, S/SPEC
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.5 M - $16.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (12/21/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Hewlett Foundation
Menlo Park, California
Program Director
1/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Hewlett Foundation
Salary/Bonus
$444,717
2
Hewlett Foundation
Mortgage Assistance
$148,402
3
IRA
3.1
Vanguard Roth IRA (VIGAX)
$15,001 - $50,000
None (or less than $201)
4
Hewlett Foundation
4.1
Vanguard Institutional Target Retirement 2025 Fund Institutional Class Shares (VRIVX)
$250,001 - $500,000
None (or less than $201)
5
WRI
5.1
Capital Income Builder Class R6 Shares (RIRGX)
$1,001 - $15,000
None (or less than $201)
5.2
Calvert Balanced Fund Class I Shares (CBAIX)
$1,001 - $15,000
None (or less than $201)
5.3
Vanguard Balanced Index Fund Admiral Shares (VBIAX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Hewlett Foundation
Menlo Park, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2017
2
WRI
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
8/2003

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Hewlett Foundation
Menlo Park, California
Environment Program Director

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
ICF (Consulting Company)
salary, bonus
2
ICFI Stock
$50,001 - $100,000
None (or less than $201)
3
Fidelity 401k
3.1
PGIM Jennison Growth Fund Class Z Shares (PJFZX)
$1,001 - $15,000
None (or less than $201)
3.2
Fidelity 500 Index Fund (FXAIX)
$1,001 - $15,000
None (or less than $201)
3.3
Fidelity Extended Market Index Fund (FSMAX)
$1,001 - $15,000
None (or less than $201)
3.4
EuroPacific Growth Fund Class R5 Shares (RERFX)
$1,001 - $15,000
None (or less than $201)
3.5
Columbia Small Cap Value Fund II Institutional Class Shares (NSVAX)
$1,001 - $15,000
None (or less than $201)
3.6
MFS Value Fund Class R4 Shares (MEIJX)
$1,001 - $15,000
None (or less than $201)
3.7
Capital World Growth & Income Fund Class R5 Shares (RWIFX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate - Redwood City, CA
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
2
Vanguard Growth Index (VIGRX/VIGAX)
$250,001 - $500,000
None (or less than $201)
3
American Century Ultra (TWCUX)
$250,001 - $500,000
None (or less than $201)
4
JPMorgan Managed Fund
$500,001 - $1,000,000
None (or less than $201)
5
JPMorgan Brokerage
5.1
ClearBridge Value Trust Class C Shares (LMVTX)
$50,001 - $100,000
None (or less than $201)
5.2
ClearBridge Value Trust Class A Shares (LGVAX)
$50,001 - $100,000
None (or less than $201)
6
Phillips Financial Strategies
$1,000,001 - $5,000,000
None (or less than $201)
6.1
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
6.2
AFFIRM HLDGS INC COM CL A (AFRM)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$1,000,001 - $5,000,000
2017
30 years
2
Navient
$50,001 - $100,000
2003
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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