Regina A. McCarthy
ASSISTANT TO THE PRESIDENT AND NATIONAL CLIMATE ADVISOR (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.2 M - $3.5 M
Salary
  • salary
    $180 K
Employment
  • Departed 09/16/2022
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (05/06/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
NYC, New York
CEO, President
1/2021
2
San Francisco, California
Board Member
1/2021
3
Newton, Massachusetts
Non-Employee Speaker
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Harvard Univ 403b Retirement Income Plan for Teaching Faculty
1.1
Vanguard Institutional Target Retirement 2020 Institutional
$50,001 - $100,000
None (or less than $201)
2
Harvard University 457b Retirement Plan
2.1
Vanguard Institutional Target Retirement 2020 Institutional
$50,001 - $100,000
None (or less than $201)
3
Massachusetts Deferred Compensation Smart Plan (457b)
3.1
SMARTPath 2020 Retirement Fund
$100,001 - $250,000
None (or less than $201)
3.2
Large Company Blend Stock Fund
$100,001 - $250,000
None (or less than $201)
4
Commonwealth of MA, defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$3,252
5
NRDC/NRDC Action Fund
Salary
$97,623
6
United States Energy Foundation
Board Stipend
$1,500

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
5/1990
2
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/2017
3
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
11/2017
4
Boston, Massachusetts
I will continue to participate in this defined benefit plan. The plan sponsor no longer makes contributions.
6/1970
5
NYC, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2020
6
NYC, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
1/2020

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
Schwab IRA
1.1
Calvert Social Invt Eqty Fund Class 1 CEYIX
$15,001 - $50,000
None (or less than $201)
1.2
PUTMAN GLOBAL TECHNOLOGY Y PGTYX
$1,001 - $15,000
None (or less than $201)
1.3
VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL VWILX
$15,001 - $50,000
None (or less than $201)
1.4
VANGUARD WELLESLEY INC ADMIRAL VWIAX
$1,001 - $15,000
None (or less than $201)
1.5
Dodge & Cox Income FD Com DODIX
$1,001 - $15,000
None (or less than $201)
1.6
Calvert Growth Allocation Fund Class A Shares (CAAAX)
$15,001 - $50,000
None (or less than $201)
2
Sunshine Bouquet 401(k)
2.1
JP Morgan Core Bond Fund Class R4
$15,001 - $50,000
None (or less than $201)
2.2
PGIM High Yield Fund Class Z
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$250,001 - $500,000
None (or less than $201)
2
Joint Brokerage Account at Schwab
2.1
ArielGlobal FundInvestor Class Shares (AGLOX)
$15,001 - $50,000
$201 - $1,000
2.2
Ariel Fund Investor Class Shares (ARGFX)
$15,001 - $50,000
None (or less than $201)
2.3
Baron Opportunity Fund Institutional Class Shares (BIOIX)
$15,001 - $50,000
None (or less than $201)
2.4
BlackRock Science and Technology Trust (BST)
$15,001 - $50,000
$1,001 - $2,500
2.5
Calvert Equity Fund Class A Shares (CSIEX)
$15,001 - $50,000
None (or less than $201)
2.6
Calvert Equity Fund Class I Shares (CEYIX)
$15,001 - $50,000
None (or less than $201)
2.7
Delaware Healthcare Fund Institutional Class Shares (DLHIX)
$15,001 - $50,000
None (or less than $201)
2.8
Domini Impact International Equity Fund Class Y Shares (DOMYX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
BlackRock Corporate High Yield Fund, Inc (HYT)
Sale
10/12/2021
$1,001 - $15,000
2
BlackRock Corporate High Yield Fund, Inc (HYT)
Sale
10/07/2021
$1,001 - $15,000
3
Calvert Green Bond Fund Class I Shares (CGBIX)
Purchase
10/22/2021
$50,001 - $100,000
4
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
Purchase
11/19/2021
$1,001 - $15,000
5
iShares ESG MSCI EAFE ETF (ESGD)
Purchase
11/19/2021
$1,001 - $15,000
6
iShares ESG Aware MSCI (ESG)
Purchase
11/19/2021
$1,001 - $15,000
7
iShares ESG MSCI USA ETF (ESGU)
Purchase
11/19/2021
$15,001 - $50,000
8
Nuveen ESG Small-Cap ETF (NUSC)
Purchase
11/19/2021
$1,001 - $15,000
9
iShares Broad USD Invst Grade Corp (USIG)
Purchase
11/19/2021
$1,001 - $15,000

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
6
2.18
Asset omitted from prior reports by mistake

Do you have information about Regina A. McCarthy that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2024 Biden's Basement. All rights reserved