Nell Abernathy
Deputy Director, Office of Policy and Strategic Planning
Estimated Net Worth
  • estimated net worth
    $896 K - $2.1 M
Salary
  • salary
    $173 K
Employment
  • Started 02/17/2021

Financial Disclosure Details - OGE Form 278e (05/19/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Providence, Rhode Island
Policy Director
2/2021
2
New York, New York
VP of Policy and Strategy
4/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The State of Rhode Island
Salary
$5,000
2
US Brokerage Account (CASH)
$100,001 - $250,000
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
Goodwin Proctor Gamble (Law Firm)
salary, bonus
2
Morrison Foerster retirement
2.1
PRIMECAP Odyssey Growth Fund (POGRX)
$1,001 - $15,000
None (or less than $201)
2.2
Schwab Inst Lrg Cap Value
$1,001 - $15,000
None (or less than $201)
2.3
Schwab S&P 500 Index Fund (SWPPX)
$1,001 - $15,000
None (or less than $201)
2.4
Schwab Small-Cap Index Fund (SWSSX)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard Mid-cap index instiutions
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Mid-cap value index Admira
$1,001 - $15,000
None (or less than $201)
2.7
victory integrity small-cap value
$1,001 - $15,000
None (or less than $201)
2.8
American Funds New Perspective
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Bitcoin
$1,001 - $15,000
None (or less than $201)
2
US Bank (Cash)
$1,001 - $15,000
None (or less than $201)
3
Fidelity Treasury Money Market FundFidelity Treasury Money Market (FZFXX)
$250,001 - $500,000
Dividends
$5,001 - $15,000
4
US Bank (Cash)
$15,001 - $50,000
None (or less than $201)
5
US Bank (Cash)
$100,001 - $250,000
None (or less than $201)
6
US Bank (Cash)
$50,001 - $100,000
None (or less than $201)
7
Vanguard S&P 500 Value Index FundETF Shares (VOOV)
$250,001 - $500,000
Dividends
$1,001 - $2,500
8
Vanguard European Stock Index Fund ETF Shares (VGK)
$50,001 - $100,000
Dividends
$1,001 - $2,500
9
Invesco QQQ Trust, Series 1 (QQQ)
$50,001 - $100,000
Dividends
$201 - $1,000
10
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Index Funds S&P500
Purchase
08/17/2021
$250,001 - $500,000
2
Vanguard European Stock Index Fund ETF Shares (VGK)
Purchase
08/17/2021
$50,001 - $100,000
3
Invesco QQQ Trust, Series 1 (QQQ)
Purchase
08/17/2021
$50,001 - $100,000
4
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
Purchase
08/17/2021
$15,001 - $50,000
5
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
Sale
11/04/2021
$1,001 - $15,000
6
Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)
Sale
11/04/2021
$1,001 - $15,000
7
TIAA-CREF Real Estate
Sale
11/05/2021
$1,001 - $15,000
8
TIAA Access International Equity Fund
Sale
11/05/2021
$1,001 - $15,000
9
TIAA Access Growth & Income Fund
Sale
11/05/2021
$1,001 - $15,000
10
TIAA Access Large-Cap Value Fund
Sale
11/05/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Navient
$250,001 - $500,000
2011
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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