Katherine Neas
Deputy Assistant Secretary Delegated the Authority to Perform the Functions and Duties of the Assistant Secretary
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.8 M - $7.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Alexandria, Virginia
Executive Vice President
7/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
American Physical Therapy Association
Salary
$474,000
2
Roth IRA
2.1
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
3
Easter Seals, Inc., 403(b) plan
3.1
DFA US Targeted Value Portfolio
$1,001 - $15,000
None (or less than $201)
3.2
Dodge & Cox Stock Fund
$1,001 - $15,000
None (or less than $201)
3.3
Neuberger Berman International EQ R6
$1,001 - $15,000
None (or less than $201)
3.4
T. Rowe Price Growth Stock Inv
$1,001 - $15,000
None (or less than $201)
3.5
Artisan Small Cap Investor
$1,001 - $15,000
None (or less than $201)
3.6
Fidelity Global Ex US Index
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Alexandria, Virginia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
10/2017
2
Chicago, Illinois
I will continue to participate in this defined benefit plan.
1/1995
3
Chicago, Illinois
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/1995

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
The Century Foundation (public policy)
consulting fees
2
Truist IRA
2.1
U.S. brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
2.2
Invesco S&P 500 Equal Weight ETF
$1,001 - $15,000
None (or less than $201)
2.3
Schwab US Large-Cap ETF
$50,001 - $100,000
None (or less than $201)
2.4
Schwab US Small-Cap ETF
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Emerging Markets Stock Index Fund
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Developed Markets Index Fund ETF
$15,001 - $50,000
None (or less than $201)
2.7
USD High Yield Corporate Bond ETF
$15,001 - $50,000
None (or less than $201)
2.8
Invesco Senior Loan ETF
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
UBS IRA
1.1
Industrial Select Sector SPDR Fund
$1,001 - $15,000
None (or less than $201)
1.2
Invesco S&P MidCap Low Volatility ETF
$1,001 - $15,000
None (or less than $201)
1.3
iShares Core S&P Small-Cap ETF
$1,001 - $15,000
None (or less than $201)
1.4
iShares Morningstar Mid-Cap Growth ETF
$15,001 - $50,000
None (or less than $201)
1.5
Schwab Fundamental International Small Company Index ETF
$15,001 - $50,000
None (or less than $201)
1.6
SPDR S&P Dividend ETF
$15,001 - $50,000
None (or less than $201)
1.7
Vanguard Information Technology Index Fund
$1,001 - $15,000
None (or less than $201)
1.8
AB Income Fund Advisor Class
$1,001 - $15,000
None (or less than $201)
1.9
Blackrock Strategic Income Opportunities Fund
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
sale of property
Sale
10/26/2021
$250,001 - $500,000

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
6
2
Filer is a named beneficiary of the irrevocable trust and receives one third proportional interest in mandatory distributions.

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