Lynn Eisenberg
Principal Deputy General Counsel (Department of Education)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $3.5 M
Salary
  • salary
    Unknown
Employment
  • Started 06/01/2022

Financial Disclosure Details - OGE Form 278e (05/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Counsel
1/2021
2
Philadelphia, Pennsylvania
Trustee
Present
3
Philadelphia, Pennsylvania
Trustee
Present
4
Philadelphia, Pennsylvania
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Wilmer Cutler Pickering Hale and Dorr (401K)
1.1
Global Bond Fund
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Institutional Target Retirement 2050 Fund (VTRLX)
$50,001 - $100,000
None (or less than $201)
1.3
American Cent Mid Cap Value R6 (AMDVX)
$1,001 - $15,000
None (or less than $201)
1.4
Loomis Sayles Growth Fund N (LGRNX)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Tax-Managed SC Adm Sh (VTMSX)
$1,001 - $15,000
None (or less than $201)
1.6
American Cent Emg Mkt Inv (TWMIX)
$1,001 - $15,000
None (or less than $201)
1.7
MFS Mid Cap Growth Fund Class R3 Shares (OTCHX)
$1,001 - $15,000
None (or less than $201)
1.8
Oakmark International Fund Investor Class Shares (OAKIX)
$1,001 - $15,000
None (or less than $201)
1.9
Harbor Large Cap Value Fund Institutional Class Shares (HAVLX)
$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, but the plan sponsor no longer makes contributions.
2/2013

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
Kitamba Management, Inc. (Consulting)
salary, bonus
2
Kitamba Management, Inc. (401K)
2.1
Vanguard Target Retirement 2050 Inv Fund
$100,001 - $250,000
None (or less than $201)
3
TRP MX - T. Rowe Price Retirement I 2050 (MDRC Savings Plan)
$1,001 - $15,000
None (or less than $201)
4
NJ Public Employees Retirement System (state pension)
$15,001 - $50,000
5
Marsh & McLennan Companies 401(k) Savings and Investment Plan
5.1
Invesco Fixed Income Fund (AGOVX)
$1,001 - $15,000
None (or less than $201)
5.2
BlackRock LifePath Index 2050 Fund N (LIPIX)
$1,001 - $15,000
None (or less than $201)
6
Personal Account - IRA
6.1
CYBIX - CALVERT HIGH YIELD BOND CLASS I
$1,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank 1 (cash)
$15,001 - $50,000
None (or less than $201)
2
DC College Savings 2037 Portfolio (529 Account)
$1,001 - $15,000
3
US Bank 2 (cash)
$15,001 - $50,000
None (or less than $201)
4
US Bank 3 (cash)
$15,001 - $50,000
None (or less than $201)
5
US Brokerage Account 1 (cash)
$1,001 - $15,000
None (or less than $201)
6
US Brokerage Account 2 (cash)
$1,001 - $15,000
None (or less than $201)
7
Plenty Unlimited, Inc. (vertical farming company), partial passive equity interest (value not readily ascertainable)
$15,001 - $50,000
None (or less than $201)
8
Metrical, Inc. (artificial intelligence for retail), partial passive equity interest (value not readily ascertainable)
$1,001 - $15,000
None (or less than $201)
9
Grow Progress, Inc. (artificial intelligence for persuasion), partial passive equity interest (value not readily ascertainable)
$1,001 - $15,000
None (or less than $201)
10
GST Family Trust (Excepted Trust)
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
ISHARES ESG ADVANCED (DMXF)
Purchase
05/14/2021
$50,001 - $100,000
2
ISHARES ESG AWARE (ESGD)
Sale
05/14/2021
$50,001 - $100,000
3
Calvert Floating-Rate Advantage Fund Class I Shares (CFOIX)
Purchase
05/13/2021
$1,001 - $15,000
4
TIAA-CREF Core Impact Bond Fund Institutional Class Shares (TSBIX)
Sale
05/13/2021
$1,001 - $15,000
5
Calvert High Yield Bond Fund Class I Shares (CYBIX)
Sale
05/13/2021
$1,001 - $15,000
6
Calvert Short Duration Income Fund Class I Shares (CDSIX)
Purchase
05/13/2021
$1,001 - $15,000
7
ISHARES ESG ADVANCED (DMXF)
Purchase
05/14/2021
$50,001 - $100,000
8
ISHARES ESG ADV HGH YLD (HYXF)
Purchase
05/14/2021
$1,001 - $15,000
9
iShares Convertible Bond ETF (ICVT)
Purchase
05/14/2021
$1,001 - $15,000
10
Nuveen ESG Small-Cap ETF (NUSC)
Sale
05/14/2021
$1,001 - $15,000

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
10
Spouse and dependent child each have a 1/15 remainder interest in the trust and in the annual net income of the trust.
6
11
Spouse has a 1/3 interest in remainder of trust.

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