Melissa Dalton
Assistant Secretary for Homeland Defense & Global Security
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.8 M - $7.3 M
Salary
  • salary
    Unknown
Employment
  • Started 02/28/2022

Financial Disclosure Details - OGE Form 278e (05/03/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Vienna, Virginia
Volunteer Leader, Troop 50124 (unpaid)
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
U.S. Money Market Account (Cash)
$1,001 - $15,000
None (or less than $201)
1.2
Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX)
$50,001 - $100,000
None (or less than $201)
1.3
Global X Copper Miners ETF (COPX)
$50,001 - $100,000
None (or less than $201)
1.4
Global X Genomics & Biotechnology ETF (GNOM)
$50,001 - $100,000
None (or less than $201)
1.5
Avantis International Small Cap Value ETF (AVDV)
$15,001 - $50,000
None (or less than $201)
1.6
iShares Latin America 40 ETF (ILF)
$15,001 - $50,000
None (or less than $201)
1.7
Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX)
$15,001 - $50,000
None (or less than $201)
1.8
PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX)
$15,001 - $50,000
None (or less than $201)
1.9
SPDR S&P Oil & Gas Exploration & Production ETF (XOP)
$15,001 - $50,000
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
Daybreak LLC
salary
$180,000
2
Azimuth1, Inc (Information Technology) (common stock)
$1,000,001 - $5,000,000
None (or less than $201)
3
IRA
3.1
Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX)
$100,001 - $250,000
None (or less than $201)
3.2
Global X Copper Miners ETF (COPX)
$50,001 - $100,000
None (or less than $201)
3.3
Global X Genomics & Biotechnology ETF (GNOM)
$50,001 - $100,000
None (or less than $201)
3.4
Avantis International Small Cap Value ETF (AVDV)
$15,001 - $50,000
None (or less than $201)
3.5
iShares Latin America 40 ETF (ILF)
$15,001 - $50,000
None (or less than $201)
3.6
Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX)
$15,001 - $50,000
None (or less than $201)
3.7
PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account #1
1.1
Apple, Inc. (AAPL)
$15,001 - $50,000
None (or less than $201)
1.2
U.S. Money Market Account (Cash)
None (or less than $1,001)
None (or less than $201)
1.3
JPMorgan Large Cap Growth Fund Class I Shares (SEEGX)
$1,001 - $15,000
None (or less than $201)
1.4
Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX)
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)
1.6
Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX)
$1,001 - $15,000
None (or less than $201)
1.7
PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Small-Cap Growth Index Fund Admiral Class Shares (VSGAX)
$1,001 - $15,000
None (or less than $201)
1.9
PGIM Total Return Bond Fund Class Z Shares (PDBZX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Amazon.com, Inc. (AMZN)
Purchase
05/25/2022
$15,001 - $50,000
2
Freeport-McMoRan, Inc. (FCX)
Purchase
08/19/2022
$1,001 - $15,000
3
Amazon.com, Inc. (AMZN)
Purchase
05/25/2022
$15,001 - $50,000
4
Apple, Inc. (AAPL)
Sale
12/02/2022
$15,001 - $50,000
5
Delaware Small Cap Core Fund Institutional Class Shares (DCCIX)
Purchase
12/05/2022
$1,001 - $15,000
6
Dodge & Cox International Stock Fund (DODFX)
Purchase
12/05/2022
$1,001 - $15,000
7
Hartford Core Equity Fund Class I Shares (HGIIX)
Purchase
12/05/2022
$1,001 - $15,000
8
PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX)
Purchase
12/15/2022
$1,001 - $15,000
9
Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX)
Sale
12/15/2022
$1,001 - $15,000
10
Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX)
Purchase
12/05/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
2.1
Mapbox is an American provider of custom online maps for websites and applications.
6
2.2
Varo is an American mobile only neobank based in San Francisco, California. The company provides financial services through its mobile app and currently has 1 million customers.
6
2.3
Yieldstreet allows investors to participate in crowdfunding for a wide array of alternative investments, including real estate, commercial, and art investments.
6
2.4
Brennan Investment Group is a real estate investment company. They purchased land to develop and lease to a long term storage facility company. Filer advises this is a note and not a reportable security for 278T purposes.
6
2.5
Locked Brands is the inventor and supplier of MedSure Systems secure medication dispenser for in home use.
7
1
Spouse IRA
7
2
Filer IRA
7
3
Filer's IRA

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