Patrick Lechleitner
Deputy Director (acting)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.3 M - $12.8 M
Salary
  • salary
    Unknown
Employment
  • Started 07/01/2023

Financial Disclosure Details - OGE Form 278e (03/09/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Fidelity Traditional IRA
$250,001 - $500,000
$15,001 - $50,000
1.1
Strategic Advisers Core (FALCX)
$100,001 - $250,000
$5,001 - $15,000
1.2
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
$201 - $1,000
1.3
Strategic Advisers International Fund (FILFX)
$15,001 - $50,000
$5,001 - $15,000
1.4
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)
$1,001 - $15,000
None (or less than $201)
1.5
Strategic Advisers Core Income Fund (FPCIX)
$1,001 - $15,000
$5,001 - $15,000
1.6
Strategic Advisers Income Opportunities Fund (FPIOX)
$1,001 - $15,000
$1,001 - $2,500
1.7
Strategic Advisers Emerging Markets Fund (FSAMX)
$15,001 - $50,000
$5,001 - $15,000
1.8
Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX)
$15,001 - $50,000
$2,501 - $5,000
1.9
Strategic Advisers Small-Mid Cap Fund (FSCFX)
$15,001 - $50,000
$5,001 - $15,000

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
Atkinson Construction (Clark Construction Group) (Construction)
salary, bonus
2
Traditioanl IRA WJM TOD
$50,001 - $100,000
None (or less than $201)
2.1
FDRXX GOVER
None (or less than $1,001)
None (or less than $201)
2.2
Fidelity Limited Term Municipal Income Fund (FSTFX)
$1,001 - $15,000
None (or less than $201)
2.3
Wells Fargo Advantage Ult S/T Mun Inc A
$1,001 - $15,000
None (or less than $201)
2.4
T AT&T
$50,001 - $100,000
$15,001 - $50,000
2.5
Verizon Communications Inc
$1,001 - $15,000
$1,001 - $2,500
3
ROTH IRA BDA WJM
$1,001 - $15,000
$5,001 - $15,000
3.1
Fidelity Freedom 2040
$1,001 - $15,000
$5,001 - $15,000
3.2
FDRXX
None (or less than $1,001)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account #1
$50,001 - $100,000
Interest
$1,001 - $2,500
2
U.S. bank account #2
$50,001 - $100,000
Interest
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
5
5.9
Asset held in 2019 but not reported due to falling below reportable asset threshold. Asset performance in 2020 required reporting asset this year.

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