Richard Williams
Senior Advisor, Office of the Under Secretary (Department of Education)
Estimated Net Worth
- $242 K - $1.1 M
Salary
- Unknown
Employment
- Started 05/01/2022
Records
Financial Disclosure Details - OGE Form 278e (04/17/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | Officer | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Pew Charitable Trusts | Salary | $9,873 | |
2 | Roth IRA: | |||
2.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Target Retirement 2050 Fund Investor Shares (VFIFX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard S&P 500 Index 500 (VOO) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA Rollover: | |||
3.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Pew Charitable Trusts, 401(k) plan: | |||
4.1 | Fidelity Mid Cap Index Fund (FSMDX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | I will continue to participate in this defined contribution plan (401(k)). The plan sponsor will not make further contributions after my separation. | 5/2018 | |
2 | Philadelphia, Pennsylvania | I will continue to participate in a Health Savings Account and related investment account. The plan sponsor will not make further contributions after my separation. | 5/2018 |
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 | Boston Consulting Group (Consulting) | salary, bonus | ||
2 | Roth IRA: | |||
2.1 | PGIM Jennison International Opportunities Fund- Class Z (PWJZX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Schwab US Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Schwab International Index Fund (SWISX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Boston Consulting Group, 401(k) plan: | |||
3.1 | Vanguard Target Retirement 2060 Fund (VTTSX) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Vanguard Extended Market Index Fund Institutional Shares (VIEIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | Brokerage account #1: | |||
2.1 | Morgan Stanley Institutional Fund Trust Growth Portfolio Class A Shares (MSEGX) | $1,001 - $15,000 | $201 - $1,000 | |
2.2 | PGIM Jennison International Opportunities Fund Class Z Shares (PWJZX) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Schwab US Large-Cap Growth Index Fund (SWLGX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Schwab US Mid-Cap Index Fund (SWMCX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Schwab International Index Fund (SWISX) | $1,001 - $15,000 | $201 - $1,000 | |
2.6 | Schwab S&P 500 Index Fund (SWPPX) | $15,001 - $50,000 | $201 - $1,000 | |
2.7 | Schwab Small-Cap Index Fund (SWSSX) | $1,001 - $15,000 | $201 - $1,000 | |
3 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | Sale | 03/01/2021 | $1,001 - $15,000 |
2 | Vanguard 500 Index Fund ETF Shares (VOO) | Sale | 03/02/2021 | $1,001 - $15,000 |
3 | Vanguard High Dividend Yield Index Fund Admiral Class Shares (VHYAX) | Sale | 02/24/2021 | $1,001 - $15,000 |
4 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | Purchase | 12/29/2021 | $1,001 - $15,000 |
5 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 12/20/2021 | $1,001 - $15,000 |
6 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 03/31/2021 | $1,001 - $15,000 |
7 | Schwab S&P 500 Index Fund (SWPPX), multiple | Purchase | $15,001 - $50,000 | |
8 | Schwab S&P 500 Index Fund (SWPPX) | Sale | 02/02/2021 | $1,001 - $15,000 |
9 | TIAA-CREF Real Estate Securities Fund Retail Class Shares (TCREX) | Sale | 02/22/2021 | $1,001 - $15,000 |
10 | Wasatch-Hoisington US Treasury Fund Investor Class Shares (WHOSX) | Sale | 02/17/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Department of Education | $10,001 - $15,000 | 2017 | 10 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 5.1 | Sold during reporting period. |
6 | 5.2 | Sold during reporting period. |
6 | 5.3 | Sold during reporting period. |
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