Kathleen Ann Kavalec
U.S. Ambassador to Romania
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.5 M - $8.3 M
Salary
  • salary
    Unknown
Employment
  • Started 12/15/2022

Financial Disclosure Details - OGE Form 278e (01/26/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Elk Grove, California
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
US bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
IRA #2
2.1
Vanguard Balanced Index Fund
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Wellesley Income Fund
$50,001 - $100,000
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
Spouse IRA #1
1.1
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
2
Spouse IRA #2
2.1
U.S. bank #4 (cash)
$1,001 - $15,000
None (or less than $201)
3
Spouse IRA #3
3.1
Vanguard Balanced Index Fund Admiral Shares (VBIAX)
$15,001 - $50,000
None (or less than $201)
3.2
Vanguard Wellesley Income Fund Investor Shares (VWINX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
USAA Virginia Bond Fund Fund Class Shares (USVAX)
$15,001 - $50,000
$1,001 - $2,500
4
Raiffaisen Bank (cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. bank #3 (cash)
$500,001 - $1,000,000
Interest
$2,501 - $5,000
6
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$50,001 - $100,000
$201 - $1,000
7
Vanguard STAR Fund Investor Shares (VGSTX)
$15,001 - $50,000
$1,001 - $2,500
8
Vanguard European Stock Index Fund Admiral Shares (VEUSX)
$1,001 - $15,000
$201 - $1,000
9
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX)
$15,001 - $50,000
None (or less than $201)
10
Vanguard Tax-Exempt Bond Index Fund Admiral Shares (VTEAX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navy Federal Credit Union
$100,001 - $250,000
2014
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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