Nickolas Guertin
Director for Operational Test and Evaluation
Estimated Net Worth
- $876 K - $2.2 M
Salary
- Unknown
Employment
- Started 12/14/2021
Financial Disclosure Details - OGE Form 278e (08/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Pittsburgh, Pennsylvania | Senior Software Systems Engineer | 12/2021 | |
2 | Johnstown, Pennsylvania | Technical Advisory Board member | 8/2021 | |
3 | Open Innovation LLC (inactive) | McLean, Virginia | Principal/Owner | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | Schwab US REIT ETF (SCHH) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | iShares Gold Trust (IAU) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | SchwabEmerging Markets Equity ETF (SCHE) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Schwab FundamentalEmerging Markets Large Company Index ETF (FNDE) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Schwab Fundamental International Large Company Index ETF (FNDF) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | Schwab Fundamental International Small Company Index ETF (FNDC) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Schwab Fundamental US Large Company Index ETF (FNDX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Schwab Fundamental US Small Company Index ETF (FNDA) | $50,001 - $100,000 | None (or less than $201) | |
1.9 | SCHWAB INTERMEDIATE TERM US TRS ETF | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Pittsburgh, Pennsylvania | I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions. | 12/2021 | |
2 | McLean, Virginia | My consulting business will remain inactive during my appointment. | 8/2022 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Pittsburgh,, Pennsylvania | Salary related to work in the Software Engineering Institute, as a Senior Software Systems Engineer | |
2 | Johnstown, Pennsylvania | Consultant to this non-profit company for services on their Technical Advisory Board. | |
3 | McLean, Virginia | The consulting performed for CTC is paid to Open Innovative LLC, Operating as Guertin Engineering and Transformation. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Montgomery County Public Schools (MCPS) | salary | ||
2 | MCPS Fidelity 403(b) Retirement Account | |||
2.1 | Vanguard Institutional Target Retirement 2025 Fund Institutional Class Shares (VRIVX) | $100,001 - $250,000 | None (or less than $201) | |
3 | MCSP 403(B) TIAA-CREF Lifecycle 2030 Fund Institutional Class Shares (TCRIX) | $50,001 - $100,000 | None (or less than $201) | |
4 | Montgomery County Public School Teacher retirement benefits (defined benefit plan) (value not readily ascertainable) | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | USAA 529 Plan by Victory Capital (Nevada) | |||
1.1 | Age-Based Option 12-13: Moderately Conservative Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | USAA 529 Plan by Victory Capital (Nevada) | |||
2.1 | Age-Based Option 12-13: Moderately Conservative Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | US bank account (cash) | $100,001 - $250,000 | Interest | None (or less than $201) |
4 | Brokerage | |||
4.1 | MainStay Balanced Fund Class A Shares (MBNAX) | $15,001 - $50,000 | None (or less than $201) | |
4.2 | Mainstay Epoch US Equity Yield Fund Class A Shares (EPLPX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Charles Schwab | $500,001 - $1,000,000 | 2021 | 30 year-fixed |
2 | SunTrust / Truist | $250,001 - $500,000 | 2014 | 30 year, fixed |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
3 | 2 | Dissolved subsequent to filing. |
8 | 2 | This mortgage was paid in full on 1 May 2021 |
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