Katherine K Berner
Deputy Assistant to the President and Principal Deputy Communications Director
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.9 M - $7.2 M
Salary
  • salary
    $110 K

Financial Disclosure Details - OGE Form 278e (04/17/2023)

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
$100,001 - $250,000
None (or less than $201)
1.1
Vanguard Growth Index Fund Admiral Class Shares (VIGAX)
$50,001 - $100,000
None (or less than $201)
1.2
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$50,001 - $100,000
None (or less than $201)
2
Rollover IRA
$100,001 - $250,000
None (or less than $201)
2.1
Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX)
$100,001 - $250,000
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
Deloitte (Consulting)
salary, bonus
2
Deloitte, cash balance pension plan
$15,001 - $50,000
None (or less than $201)
3
Capital One
Salary, bonus
4
Capital One 401k
$1,001 - $15,000
4.1
BLACKROCK LIFEPATH INDEX 2050 FUND
$1,001 - $15,000
None (or less than $201)
5
Deloitte 401K
$100,001 - $250,000
None (or less than $201)
5.1
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Account (cash)
$50,001 - $100,000
None (or less than $201)
2
Vanguard Emerging Markets Stock Index Fund Admiral Class Shares (VEMAX)
$15,001 - $50,000
None (or less than $201)
3
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$15,001 - $50,000
None (or less than $201)
4
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$100,001 - $250,000
None (or less than $201)
5
Vanguard Small-Cap Index Fund Admiral Shares (VSMAX)
$50,001 - $100,000
None (or less than $201)
6
residential real estate, Washington, DC
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
7
Joint Brokerage Account
$15,001 - $50,000
7.1
Vanguard 500 Index Fund ETF Shares (VOO)
$15,001 - $50,000
None (or less than $201)
7.2
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$1,001 - $15,000
None (or less than $201)
7.3
VMFXX-Vanguard Federal Money Market Fund
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Treasury Money Market Fund Investor Shares (VUSXX)
Purchase
10/31/2022
$1,001 - $15,000
2
Vanguard 500 Index Fund ETF Shares (VOO)
Purchase
12/06/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Pentagon Federal Credit Union
$1,000,001 - $5,000,000
2021
30 years
2
EZ Solar Loan
$15,001 - $50,000
2021
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
6
Portion of primary residence rented out
8
1
reported due to a portion being rented out
8
2
This loan was inadvertently left off of the prior year's report.

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