Jonathan Parnes
Oversight Counselor
Estimated Net Worth
- $641 K - $1.8 M
Salary
- Unknown
Employment
- Started 06/06/2022
Records
Financial Disclosure Details - OGE Form 278e (05/11/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard Roth IRA | None (or less than $201) | ||
1.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | American University (Education) | salary | ||
2 | Blue Ribbon Floral LLC (Florist) | salary, LLC distribution | ||
3 | Blue Ribbon Floral, sole proprietor (value not readily ascertainable) | Dividends | $15,001 - $50,000 | |
4 | Vanguard SEP IRA | None (or less than $201) | ||
4.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Vanguard Roth IRA | None (or less than $201) | ||
5.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $15,001 - $50,000 | None (or less than $201) | |
6 | Blue Ribbon Floral Retirement Account | None (or less than $201) | ||
6.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $1,001 - $15,000 | None (or less than $201) | |
7 | American University Retirement Account | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | DC College Savings 2037 Portfolio | $100,001 - $250,000 | None (or less than $201) | |
2 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
3 | US bank #1 | $100,001 - $250,000 | Interest | $1,001 - $2,500 |
4 | Franklin DynaTech Fund Class A Shares (FKDNX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Franklin Rising Dividends Fund Class A Shares (FRDPX) | $50,001 - $100,000 | $1,001 - $2,500 | |
6 | Franklin Federal Tax-Free Income Fund Class A Shares (FFQAX) | $15,001 - $50,000 | None (or less than $201) | |
7 | Franklin Natural Resources Fund Class A Shares (FRNRX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | Franklin Gold and Precious Metals Fund Class A Shares (FKRCX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $15,001 - $50,000 | None (or less than $201) | |
10 | Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) | $1,001 - $15,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Sale of Blue Ribbon Floral | Sale | 08/16/2022 | $50,001 - $100,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Purchase | 03/28/2022 | $1,001 - $15,000 |
3 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | Purchase | 03/28/2022 | $1,001 - $15,000 |
4 | Franklin DynaTech Fund Class A Shares (FKDNX) | Exchange | 03/08/2022 | $1,001 - $15,000 |
5 | Franklin Gold and Precious Metals Fund Class A Shares (FKRCX) | Exchange | 03/08/2022 | $1,001 - $15,000 |
6 | Franklin Biotechnology Discovery Fund Class A Shares (FBDIX) | Exchange | 03/08/2022 | $1,001 - $15,000 |
7 | Franklin Natural Resources Fund Class A Shares (FRNRX) | Exchange | 03/08/2022 | $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 |
|---|---|---|
Nothing reported in this section | ||
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