Navis A. Bermudez
Deputy Assist Admin For Strat Initiat
Estimated Net Worth
  • estimated net worth
    $655 K - $2.7 M
Salary
  • salary
    Unknown
Employment
  • Started 12/05/2021

Financial Disclosure Details - OGE Form 278e (02/14/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Secretary, Board of Directors
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
NAB IRA #2 (x01)
1.1
Calvert Equity CL A Mutual Fund
$50,001 - $100,000
$1,001 - $2,500
1.2
Calvert Mid Cap CL A Mutual Fund
$1,001 - $15,000
$1,001 - $2,500
1.3
JPMorgan Mid Cap CL A Mutual Fund
$1,001 - $15,000
$1,001 - $2,500
1.4
Franklin Mutual European CL A Mutual Fund
$1,001 - $15,000
$201 - $1,000
1.5
First Trust Value Line® Target Safety 30, 4th Qtr 2020 (FUMORX)
$15,001 - $50,000
$201 - $1,000
2
NAB IRA #1 (x02)
2.1
Anheuser-Busch InBev SA/NV (BUD)
$1,001 - $15,000
None (or less than $201)
2.2
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
2.3
Applied Materials, Inc. (AMAT)
$1,001 - $15,000
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
Davis Wright Tremaine (law firm)
salary, bonus
2
Wiley Rein LLP (law firm)
salary
3
Hogan Lovells, 401(k) plan:
3.1
Fidelity Contrafund Class K Shares (FCNKX)
$100,001 - $250,000
None (or less than $201)
4
Wiley Rein LLP, 401(k) plan:
4.1
Fidelity Freedom 2040 Fund Class K Shares (FSNVX)
$15,001 - $50,000
None (or less than $201)
5
Davis Wright Tremaine LLP, 401(k) Profit Sharing Plan:
5.1
Schwab Target 2040 Fund (SWERX)
$1,001 - $15,000
None (or less than $201)
6
Rollover IRA
6.1
Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Managed Account
1.1
Invesco Developing Markets Fund Class Y Shares (GTDYX)
$1,001 - $15,000
None (or less than $201)
1.2
Invesco International Gro Fd Cl Y Shs (AIIYX)
$1,001 - $15,000
$1,001 - $2,500
1.3
American Beacon International Equity Fund Class R5 Shares (AAIEX)
$1,001 - $15,000
$201 - $1,000
1.4
American US Government Securities Fund Class F2 Shares (GVTFX)
$1,001 - $15,000
None (or less than $201)
1.5
Baird Aggregate Bond Fund Institutional Class Shares (BAGIX)
$1,001 - $15,000
None (or less than $201)
1.6
BlackRock Equity Dividend Fund Institutional Shares (MADVX)
$1,001 - $15,000
$1,001 - $2,500
1.7
Columbia Limited Duration Credit Fund Institutional Class Shares (CLDZX)
$1,001 - $15,000
None (or less than $201)
1.8
Columbia Contrarian Core Fund Institutional Class Shares (SMGIX)
$1,001 - $15,000
$1,001 - $2,500
1.9
Diamond Hill Large Cap Fund Class I Shares (DHLRX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$10,001 - $15,000
2021
revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
1.30
Asset sold
6
1.31
Asset sold
6
1.32
Asset sold
6
2.5
Asset sold

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