Ken Yamashita
INTERIM COUNSELOR (Departed Administration)
Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown
Employment
  • Departed 09/30/2022
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278 Termination (09/17/2022)

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
Rollover IRA #1
1.1
Fidelity Capital & Income Fund (FAGIX)
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)
$1,001 - $15,000
None (or less than $201)
1.3
Strategic AdvisersFidelity US Total Stock Fund (FCTDX)
$250,001 - $500,000
$50,001 - $100,000
1.4
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity SAIEmerging Markets Index Fund (FERGX)
$1,001 - $15,000
None (or less than $201)
1.6
Strategic Advisers FidelityEmerging Markets Fund (FGOMX)
$15,001 - $50,000
$201 - $1,000
1.7
Fidelity SAI Inflation-Focused Fund (FIFGX)
$1,001 - $15,000
None (or less than $201)
1.8
Strategic AdvisersFidelity Core Income Fund (FIWGX)
$100,001 - $250,000
None (or less than $201)
1.9
Fidelity Real Estate Investment Portfolio (FRESX)
$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
Weight Watchers (Health and Fitness)
salary
2
Rollover IRA #3
2.1
Fidelity SAIEmerging Markets Index Fund (FERGX)
$1,001 - $15,000
None (or less than $201)
2.2
Strategic Advisers FidelityEmerging Markets Fund (FGOMX)
$1,001 - $15,000
None (or less than $201)
2.3
Fidelity SAI Inflation-Focused Fund (FIFGX)
None (or less than $1,001)
None (or less than $201)
2.4
Fidelity Real Estate Investment Portfolio (FRESX)
$1,001 - $15,000
None (or less than $201)
2.5
Strategic AdvisersFidelity US Total Stock Fund (FCTDX)
$50,001 - $100,000
$15,001 - $50,000
2.6
Strategic AdvisersFidelity International Fund (FUSIX)
$15,001 - $50,000
$1,001 - $2,500
2.7
Fidelity Real Estate Income Fund (FRIFX)
None (or less than $1,001)
None (or less than $201)
2.8
Fidelity Advisor Strategic Income Fund Class I Shares (FSRIX)
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
USAA Savings Account
$1,001 - $15,000
Interest
$201 - $1,000
2
USAA Checking Account
$1,001 - $15,000
Interest
$201 - $1,000
3
Suncoast Federal CU - Savings
$1,001 - $15,000
Interest
$201 - $1,000
4
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
$201 - $1,000
5
New Hampshire College Savings Plan #1
5.1
Portfolio 2030 (Fidelity Blend)
$50,001 - $100,000
None (or less than $201)
6
New Hampshire College Savings Plan #2
6.1
Portfolio 2033
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
1.3
Professionally Managed IRA Account, Cost Basis is $184,873.32. Current Value (9/17) is $267,275.23
2
1.6
Professionally Managed IRA. Cost Basis is $30,522.98, Current Value (9/17) is $31,429.92
5
2.5
Professionally Managed IRA. Basis Value $47,310.32. Current Value (9/17) $68,176.17
5
2.6
Professionally Managed IRA. Basis Value $17,094.18. Current Value (9/17) $19,199.59

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