Milton A. Stewart
Deputy Assistant Secretary for Operations (Departed Administration)
Estimated Net Worth
- $995 K - $2.1 M
Salary
- Unknown
Departed Administration
- Yes
Current Title
- Retired?
Records
Financial Disclosure Details - OGE Form 278e (04/19/2022)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | RENTAL PROPERTY IN SILVER SPRING, MARYLAND | $500,001 - $1,000,000 | Rent or Royalties | $5,001 - $15,000 |
2 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | $250,001 - $500,000 | Dividends Capital Gains Interest | $2,501 - $5,000 |
3 | DEPARTMENT OF LABOR FEDERAL FEDERAL CREDIT UNION | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
5 | Vanguard Explorer Fund Admiral Shares (VEXRX) | $100,001 - $250,000 | Capital Gains Dividends Interest | $15,001 - $50,000 |
6 | Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Class Shares (VTAPX) | $100,001 - $250,000 | Capital Gains Dividends Interest | $1,001 - $2,500 |
7 | Vanguard Tax Managed Balanced Admiral CL | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard STAR Fund Investor Shares (VGSTX) | Sale | 03/29/2021 | $1,001 - $15,000 |
2 | Vanguard Balanced Index Fund Admiral Shares (VBIAX) | Purchase | 03/29/2021 | $1,001 - $15,000 |
3 | VanguardTax-Managed Balanced Fund Admiral Shares (VTMFX) | Sale | 06/02/2021 | $15,001 - $50,000 |
4 | VanguardTax-Managed Balanced Fund Admiral Shares (VTMFX) | Purchase | 08/30/2021 | $1,001 - $15,000 |
5 | VanguardTax-Managed Balanced Fund Admiral Shares (VTMFX) | Sale | 09/08/2021 | $1,001 - $15,000 |
6 | Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) | Purchase | 09/08/2021 | $1,001 - $15,000 |
7 | Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) | Sale | 10/04/2021 | $1,001 - $15,000 |
8 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Purchase | 10/04/2021 | $1,001 - $15,000 |
9 | Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX) | Sale | 10/05/2021 | $1,001 - $15,000 |
10 | Vanguard LifeStrategy Income Fund Investor Shares (VASIX) | Purchase | 10/05/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Nationstar Mortgage | $250,001 - $500,000 | 2007 | 30 YR |
2 | SPS Select Portfolio Servicing, Inc. | $50,001 - $100,000 | 2007 | 30 YR |
3 | Credit Union Mortgage Association | $250,001 - $500,000 | 2021 | 30 YR |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
8 | 3 | Refinanced property in May, 2021 and paid off Nationstar Mortgage and SPS Select Portfolio Servicing, Inc. |
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