Nathaly A Maurice
Special Assistant to the President Director of Partnerships
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $6.5 M - $31.2 M
Salary
  • salary
    $110 K

Financial Disclosure Details - OGE Form 278e (05/04/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington DC, District of Columbia
Campaign Director
4/2021
2
San Francisco, California
Executive Director- NTI
1/2021
3
Santa Barbara, California
Board Member
4/2021
4
Oakland, California
Advisor
4/2021
5
Washington, District of Columbia
Outreach Advisor
1/2021
6
Danville, California
Sole proprietor/owner
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
TS3J
salary
$1,762
2
TS3J, 401(k) plan:
2.1
TIAA-CREF Lifecycle Index 2055 Fund Institutional Class Shares (TTIIX)
$15,001 - $50,000
None (or less than $201)
3
FAHR LLC, 401(k) plan:
$50,001 - $100,000
$50,001 - $100,000
3.1
Dodge & Cox Income I
$15,001 - $50,000
None (or less than $201)
3.2
Dodge & Cox Balanced I
$1,001 - $15,000
None (or less than $201)
3.3
Dodge & Cox Global Stock I
$1,001 - $15,000
None (or less than $201)
3.4
Dodge & Cox International Stock I
$1,001 - $15,000
None (or less than $201)
3.5
TIAA-CREF Core Impact Bond Fund Retirement Class Shares (TSBBX)
$1,001 - $15,000
None (or less than $201)
3.6
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
San Francisco , California
Filer is anticipating reimbursement for work expenses, such as travel and lodging. Payments are anticipated to be received in 2022.
1/2021
2
Danville, California
This is filer's business,. It will remain dormant while filer is in federal service. Filer is anticipating payment for services rendered. Payment is estimated to be about $20,000 and will likely be received in 2022.
7/2020
3
San Francisco, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2018
4
San Francisco, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
5/2020
5
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2017
6
San Francisco, California
Filer is anticipating reimbursement for work expenses, such as travel and lodging. Payments are anticipated to be received in 2022.
1/2021

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
CEO/CO-Founder of Lenme (Fintech)
$5,000,001 - $25,000,000
Business Income

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate (Danville, California)
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
2
Apple, Inc. (AAPL)
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
3
Uber Technologies, Inc. (UBER)
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
4
U.S. bank #1 (cash/checking)
$15,001 - $50,000
None (or less than $201)
5
U.S. bank #2 (cash/savings)
$100,001 - $250,000
None (or less than $201)
6
U.S. bank #3 (cash/checking)
$250,001 - $500,000
None (or less than $201)
7
U.S. bank #4 (cash/checking)
$50,001 - $100,000
None (or less than $201)
8
General Motors Co. (GM)
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
9
American Airlines Group, Inc. (AAL)
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
10
Fidelity Blue Chip Growth K6 Fund (FBCGX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
APPLE
Sale
06/14/2022
$1,001 - $15,000
2
American Airlines
Sale
05/05/2022
$1,001 - $15,000
3
General Motors Co. (GM)
Sale
06/03/2022
$1,001 - $15,000
4
Lyft, Inc. (LYFT)
Sale
06/04/2021
$1,001 - $15,000
5
Uber Technologies, Inc. (UBER)
Sale
06/04/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$500,001 - $1,000,000
2020
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
6
This business is dormant and will remain so while filer is in federal service.
2
6
Filer is anticipating the income amount for services to be paid in 2022.
6
2
Filer divested of this asset after joining federal service.
6
3
Filer divested of this asset after joining federal service.
6
8
Filer divested of this asset after joining federal service.
6
9
Filer divested of this asset after joining federal service.
6
11
Filer divested of this asset after joining federal service. Sale was below reportable threshold in Part 7.
6
12
This entry should have been reported in the New Entrant Report. Filer inadvertently omitted it.

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