Rochelle Walensky
Director - CDC
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.9 M - $9.7 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/16/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
Physician
1/2021
2
Cambridge, Massachusetts
Faculty member
1/2021
3
Boston, Massachusetts
Trustee
3/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
MGPA Partners
CY 2021 Salary Earnings through 1/20/21: 24937.78
$24,938
2
DODGE & COX INCOME
$1,001 - $15,000
None (or less than $201)
3
SCH TREAS OBLIGATION MMF INVESTOR SHARES
$1,001 - $15,000
None (or less than $201)
4
VANGUARD 500 INDEX ADMIRAL
$1,001 - $15,000
None (or less than $201)
5
VANGUARD INTERNATIONAL GROWTH ADM
$1,001 - $15,000
None (or less than $201)
6
VIRTUS VONTOBEL EMERGING MARKETS OPPS I
$1,001 - $15,000
None (or less than $201)
7
ROYCE PENNSYLVANIA MUTUAL INVMT
None (or less than $1,001)
None (or less than $201)
8
SPDR S&P 500 ETF
$1,001 - $15,000
None (or less than $201)
9
ISHARES US AGGREGATE BOND INDEX
$100,001 - $250,000
None (or less than $201)
10
VANGUARD INSTITUTIONAL INDEX I
$500,001 - $1,000,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
"non-employee status" - equivalent to unpaid Leave of Absence in which I maintain office space and an internet address, but no other benefits (linked to Harvard LOA)
1/2021
2
Cambridge, Massachusetts
unpaid Leave of Absence
1/2021

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
Dana-Farber Cancer Institute
Salary
2
Haug Partners
Consulting
3
Quinne Emanuel
Consulting
4
Dana-Farber Cancer Institute
Rent or Royalties
$15,001 - $50,000
5
SPDR S&P 500 ETFSPY
$1,001 - $15,000
None (or less than $201)
6
DODGE & COX INCOMEDODIX
$15,001 - $50,000
None (or less than $201)
7
ISHARES MSCI EAFE ETFEFA
$1,001 - $15,000
None (or less than $201)
8
ISHARES CORE S&P MID-CAPETFIJH
$15,001 - $50,000
None (or less than $201)
9
ISHARES S&P MID CAP 400 VALUE ETFIJJ
$1,001 - $15,000
None (or less than $201)
10
ISHARES S&P MID CAP 400 GRWTH ETFIJK
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
ISHARES S&P 500 VALUE
$1,001 - $15,000
None (or less than $201)
2
ISHARES S&P 500 GROWTH ETFIVW
$1,001 - $15,000
None (or less than $201)
3
SPDR S&P DIVIDEND ETFSDY
$1,001 - $15,000
None (or less than $201)
4
ISHARES SHORT TREASURY BOND ETFSHV
$1,001 - $15,000
None (or less than $201)
5
TECHNOLOGY SELECT SECTORSPDR ETF IVXLK
$1,001 - $15,000
None (or less than $201)
6
ISHARES CORE S&P ETFIJR
$1,001 - $15,000
None (or less than $201)
7
ISHARES CORE S&P MID-CAPETFIJH
$1,001 - $15,000
None (or less than $201)
8
ISHARES MSCI EAFE ETFEFA
$1,001 - $15,000
None (or less than $201)
9
VANGUARD 500 INDEX ADMIRALVFIAX
$15,001 - $50,000
None (or less than $201)
10
TECHNOLOGY SELECT SECTORSPDR ETF IVXLK
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Select Sector Health Care Fund
Sale
03/15/2021
$15,001 - $50,000
2
Select Sector Energy Fund
Sale
03/15/2021
$1,001 - $15,000
3
Lytica Therapeutics
Sale
04/01/2021
$100,001 - $250,000
4
Emerald Growth Fund Class A Shares (HSPGX)
Sale
05/26/2021
$1,001 - $15,000
5
AMG Managers CenterSquare Real Estate Fund Class N Shares (MRESX)
Sale
05/26/2021
$1,001 - $15,000
6
American Beacon Large Cap Value Fund Class Y Shares (ABLYX)
Sale
05/26/2021
$1,001 - $15,000
7
Vanguard US Growth Fund Investor Shares (VWUSX)
Sale
05/26/2021
$1,001 - $15,000
8
Real Estate Select Sector SPDR Fund (XLRE)
Purchase
05/26/2021
$1,001 - $15,000
9
iShares S&P 500 Value ETF (IVE)
Purchase
05/26/2021
$1,001 - $15,000
10
iShares Russell 1000 Growth ETF (IWF)
Purchase
05/26/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Boston Red Sox Tickets
Boston, Massachusetts
Tickets for game where I threw first pitch and did local media
$1050

Endnotes

Section
#
Description
1
1
On Leave of Absence
1
2
On Leave of Absence
5
4
Licensed patents
5
46
Including patents divested from per EA
6
40
early-stage drug development
7
1
Per EA
7
2
Per EA
7
3
Lytica Therapeutics Divestiture per EA

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