Karen T Santoro
Designated Agency Ethics Official
Estimated Net Worth
  • estimated net worth
    $367 K - $2.5 M
Salary
  • salary
    Unknown
Records

Financial Disclosure Details - OGE Form 278e (05/12/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Santoro Grandchildren Trust
Cleveland, Ohio
trustee
7/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
FBB/Charles Schwab Rollover IRA
1.1
AbbVie, Inc. (ABBV)
$1,001 - $15,000
None (or less than $201)
1.2
Accenture Plc (ACN)
$1,001 - $15,000
None (or less than $201)
1.3
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
1.4
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
1.5
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
1.6
American Tower Corporation (REIT) (AMT)
$1,001 - $15,000
None (or less than $201)
1.7
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
1.8
Berkshire Hathaway Inc. (BRKB)
$1,001 - $15,000
None (or less than $201)
1.9
Church & Dwight Co., Inc. (CHD)
$1,001 - $15,000
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
Charles Schwab IRA
1.1
Clorox
$1,001 - $15,000
None (or less than $201)
1.2
Johnson & Johnson
$1,001 - $15,000
None (or less than $201)
1.3
Lowes Companies
$1,001 - $15,000
None (or less than $201)
1.4
Microsoft
$1,001 - $15,000
None (or less than $201)
1.5
Nike
$1,001 - $15,000
None (or less than $201)
1.6
Pfizer
$1,001 - $15,000
None (or less than $201)
1.7
Raytheon Technologies (RTX)
$1,001 - $15,000
None (or less than $201)
1.8
Verizon
$1,001 - $15,000
None (or less than $201)
1.9
ishares TR Barclays Bond Fund 3-7 r Treasury Bond
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
John Hancock Venture Annuity - Lifestyle Growth Portfolio
$100,001 - $250,000
$2,501 - $5,000
2
Mass Mutual Whole Life Policy
$15,001 - $50,000
Dividends
None (or less than $201)
3
Citibank Cash Accounts
$1,001 - $15,000
None (or less than $201)
4
Wells Fargo Cash Accounts
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Extra Space Storage, Inc. (EXR)
Purchase
12/15/2022
$1,001 - $15,000
2
Estee Lauder Cos. (EL)
Sale
11/30/2022
$1,001 - $15,000
3
Estee Lauder Cos. (EL)
Sale
11/30/2022
$1,001 - $15,000
4
SONY Group Corp ADR
Sale
11/02/2022
$1,001 - $15,000
5
Diageo Plc ADR
Purchase
11/03/2022
$1,001 - $15,000
6
Diageo Plc ADR
Purchase
11/03/2022
$1,001 - $15,000
7
SONY group Corp ADR
Sale
11/02/2022
$1,001 - $15,000
8
Xcel Energy, Inc. (XEL)
Purchase
10/19/2022
$1,001 - $15,000
9
Unitedhealth GRP
Sale
10/26/2022
$1,001 - $15,000
10
American Tower Corp
Purchase
10/24/2022
$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
2
1
Paypal sale less than $1,001
2
1.53
purchase price less than $1,001
2
1.60
purchase price less than $1,001
5
1
Paypal sale less than $1,001
5
1.58
purchase less than $1,001

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