Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.7 M - $4.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (02/17/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Baltimore, Maryland
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of California, 457(b) plan
1.1
Savings Plus Program Mid Cap Fund, Pre-Tax
$1,001 - $15,000
None (or less than $201)
2
Rollover IRA
2.1
T. Rowe Price Retirement 2040 Fund (TRRDX)
$1,001 - $15,000
None (or less than $201)
3
Association of American Universities, 403(b) tax-deferred annuity plan
3.1
CREF Stock Account Fund - Class R1 (QCSTRX)
$1,001 - $15,000
None (or less than $201)
3.2
CREF Growth Account Fund - Class R1 (QCGRRX)
$1,001 - $15,000
None (or less than $201)
3.3
CREF Global Equities Account Fund - Class R1 (QCGLRX)
$1,001 - $15,000
None (or less than $201)
3.4
TIAA Real Estate Account Fund (QREARX)
$1,001 - $15,000
None (or less than $201)
3.5
TIAA Traditional
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sacramento, California
I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity.
7/1996
2
Washington, District of Columbia
I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity.
10/2002
3
Washington, District of Columbia
I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity.
10/2002

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
Business Integra Technology Solutions, Inc. (business consulting)
Salary
2
Business Integra Technology Solutions, Inc., 401(k) plan
2.1
Principal LifeTime Hybrid 2040 Fund CIT
$100,001 - $250,000
None (or less than $201)
3
Rollover IRA
3.1
American Funds AMCAP Fund - Class A (AMCPX)
$15,001 - $50,000
None (or less than $201)
3.2
American Funds Capital Income Builder Fund - Class A (CAIBX)
$15,001 - $50,000
None (or less than $201)
3.3
American Funds Capital World Growth and Income Fund - Class A (CWGIX)
$15,001 - $50,000
None (or less than $201)
3.4
American Funds Growth Fund of America - Class A (AGTHX)
$50,001 - $100,000
None (or less than $201)
3.5
American Funds New World Fund - Class A (NEWFX)
$15,001 - $50,000
None (or less than $201)
3.6
American Funds SMALLCAP World Fund - Class A (SMCWX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
U.S. brokerage account
3.1
Fidelity Government Money Market Fund Capital Reserves Class (FZAXX)
None (or less than $1,001)
None (or less than $201)
3.2
American Funds Capital World Growth and Income Fund - Class A (CWGIX)
$1,001 - $15,000
None (or less than $201)
3.3
American Funds New Perspective Fund - Class A (ANWPX)
$15,001 - $50,000
None (or less than $201)
4
T. Rowe Price Growth Stock Fund (PRGFX)
$50,001 - $100,000
$2,501 - $5,000
5
Janus Henderson Research Fund - Class D (JNRFX)
$1,001 - $15,000
None (or less than $201)
6
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)
7
Family Trust #1

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Shellpoint Mortgage Servicing
$500,001 - $1,000,000
2017
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
3.1
Asset is below reporting thresholds. Filer voluntarily reports it.
6
7
Values reported represent filer's 1/2 future interest in the trust.

Do you have information about Melanie Egorin that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2022 Biden's Basement. All rights reserved