Monica Gorman
Special Assistant to the President for Manufacturing & Industrial Policy (The White House)
Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $3.0 M
Salary
- Unknown
Employment
- Started 09/01/2022
Records
Financial Disclosure Details - OGE Form 278e (06/20/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Boston, Massachusetts | Vice President, Responsible Leadership & Global Compliance | 2/2021 | |
2 | Washington, District of Columbia | Board Member | 2/2021 | |
3 | Washington, District of Columbia | Board Member | 2/2021 | |
4 | San Antonio, Texas | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | New Balance Athletics, Inc. (Manufacturer/retailer of athletic footwear & apparel) | Salary/Bonus | $108,519 | |
2 | New Balance Athletics, Inc., deferred compensation: cash receivable | $100,001 - $250,000 | None (or less than $201) | |
3 | New Balance Athletics, Inc. | |||
3.1 | NYL Insurance Anchor IV | $100,001 - $250,000 | $2,501 - $5,000 | |
3.2 | MainStay MK HY Corp Bond r6 (MHYSX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.3 | PIMCO Real Return Instl (PRRIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
3.4 | Vanguard Target Ret 2025 Inst (VRIVX) | $100,001 - $250,000 | $5,001 - $15,000 | |
3.5 | Vanguard Target Ret 2030 Inst (VTTWX) | $100,001 - $250,000 | $15,001 - $50,000 | |
3.6 | Institutional Index Fund (VINIX) | $15,001 - $50,000 | $5,001 - $15,000 | |
3.7 | Goldman Sachs SC Val R6 (GSSUX) | $1,001 - $15,000 | $2,501 - $5,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Boston, Massachusetts | Deferred compensation for NB employment in calendar years 2019 and 2020. Payment for 2019 will be made in 2023 and payment for 2020 will be made in 2024. | 1/2019 | |
2 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2012 | |
3 | San Francisco, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2003 |
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 | U.S. credit union #1 (cash) | $250,001 - $500,000 | Interest | $1,001 - $2,500 |
2 | U.S. credit union #2 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
3 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank #2 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | U.S. bank #3 (cash) | $15,001 - $50,000 | Interest | $201 - $1,000 |
6 | MAX203305 (MA Portfolio 2033 / Fidelity Index) | $100,001 - $250,000 | $5,001 - $15,000 | |
7 | U.S. credit union #3 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
8 | Family Revocable Trust | $250,001 - $500,000 | None (or less than $201) | |
9 | T Rowe Price Maryland 529 Portfolio 2033 | $1,001 - $15,000 | None (or less than $201) | |
10 | MetLife Permanent Life Insurance, whole life | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | AEO Shares | Sale | 05/03/2021 | $100,001 - $250,000 |
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 |
---|---|---|
7 | 1 | Sale of all shares originally granted as restricted stock during AEO employment. |
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