Lauren M. Gillis
Senior Policy Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $5.4 M - $26.1 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/09/2023)

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
National Security Action
1.1
State Street Target Retirement 2050 K
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2019

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
Bondi Partners International LLC (Management consulting, strategic communications)
$5,000,001 - $25,000,000
salary, bonus,10% equity and LLC distribution
2
Bondi Partners Australia Pty Ltd
10% equity
3
Merrill Lynch / Bondi Partners 401k Plan (cash only)
$15,001 - $50,000
None (or less than $201)
4
Anchor Group LLC
$250,001 - $500,000
Guaranteed payment and equity, single member LLC
5
Vanguard Simple IRA
5.1
Vanguard Prime Money Market Fund Investor Shares (VMMXX)
$1,001 - $15,000
None (or less than $201)
5.2
Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX)
$15,001 - $50,000
None (or less than $201)
6
UBS Simple IRA
6.1
JPMorgan SmartRetirement 2050 Fund Class A Shares (JTSAX)
$1,001 - $15,000
None (or less than $201)
6.2
JPMorgan SmartRetirement 2050 Fund Class C Shares (JTSCX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Wells Fargo Bank (cash)
$100,001 - $250,000
None (or less than $201)
2
Wells Fargo Brokerage
2.1
Amazon.com, Inc. (AMZN)
$1,001 - $15,000
None (or less than $201)
2.2
Transamerica Asset Allocation - Moderate Growth Portfolio Class A Shares (IMLAX)
$1,001 - $15,000
None (or less than $201)
2.3
Invesco Diversified Dividend Fund Class A Shares (LCEAX)
None (or less than $1,001)
None (or less than $201)
3
Acorns Investment Account
3.1
Vanguard S&P 500 ETF (VOO)
$1,001 - $15,000
None (or less than $201)
4
Acorns Investment Account
4.1
Vanguard S&P 500 ETF (VOO)
$1,001 - $15,000
None (or less than $201)
4.2
iShares Core MSCI Total Int'l Stock ETF (IXUS)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nelnet
$15,001 - $50,000
2016
Open ended
2
Firstmark
$15,001 - $50,000
2009
Open ended

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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