Louisa M Terrell
Assistant to the President and Director of the White House Office of Legislative Affairs (Departed Administration)
Observations
  • Lobbyist
Estimated Net Worth
  • estimated net worth
    $431 K - $1.0 M
Salary
  • salary
    $180 K
Employment
  • 01/20/2021 - 07/31/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (04/29/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Trustee
Present
2
Washington, District of Columbia
Senior Advisor and Director of Congressional Engagement
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
McKinsey Profit Sharing Retirement Plan
1.1
State Street Target Retirement 2065 Fund
$15,001 - $50,000
None (or less than $201)
2
Charles Schwab Brokerage Account
2.1
Facebook Stock, ESPP account
None (or less than $1,001)
$100,001 - $1,000,000
3
Facebook 401k
3.1
Vanguard Target Retirement 2040 Fund
$50,001 - $100,000
None (or less than $201)
4
PT Fund, Inc. (Transition)
Salary
$8,144

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 any further contributions.
11/2019
2
Palo Alto
I will continue to participate in this defined contribution plan. The plan sponsor will not make any further contributions.
10/2011

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
Saltbox Inc (Architecture)
Salary
2
Saltbox Inc (Architecture)
$15,001 - $50,000
Distribution
3
Vanguard SEP IRA
3.1
Vanguard Federal Money Market Fund
$50,001 - $100,000
None (or less than $201)
4
The Levine Group: American Funds 401k
4.1
American Funds Growth Fund of America- R2
$50,001 - $100,000
None (or less than $201)
4.2
American Funds EuroPacific Growth Fund-R2
$1,001 - $15,000
None (or less than $201)
4.3
American Funds Washington Mutual Investors Fund-R2
$50,001 - $100,000
None (or less than $201)
4.4
American Funds Income Fund of America-R2
$15,001 - $50,000
None (or less than $201)
4.5
American Funds Bond Fund of America-R2
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard 500 Index Fund Admiral Shares
$50,001 - $100,000
$15,001 - $50,000
2
Vanguard 500 Index Fund Admiral Shares
$15,001 - $50,000
None (or less than $201)
3
Family Trust #1
3.1
Vanguard Federal Money Market Fund
$50,001 - $100,000
$201 - $1,000
4
UTMA
4.1
Vanguard 500 Index Fund Admiral Shares
$1,001 - $15,000
$201 - $1,000
5
UGMA
5.1
Vanguard 500 Index Fund Admiral Shares
$15,001 - $50,000
$2,501 - $5,000
6
DC College Savings Plan 529 #1
6.1
DC College Savings in College Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Facebook, Inc. (FB)
Sale
05/04/2021
$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
Nothing reported in this section

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