Rochelle Walensky
Director (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $4.1 M - $10.3 M
Salary
- Unknown
Employment
- 01/20/2021 - 07/02/2023
Departed Administration
- Yes
Current Title
- Fellow
Current Employer
- Harvard University
Financial Disclosure Details - OGE Form 278e (05/06/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Physician | 1/2021 | |
2 | Cambridge, Massachusetts | Faculty member | 1/2021 | |
3 | G.B Non-Marital Trust (family trust) | Boston, Massachusetts | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | DODGE & COX INCOME | $1,001 - $15,000 | None (or less than $201) | |
2 | SCH TREAS OBLIGATION MMF INVESTOR SHARES | $1,001 - $15,000 | None (or less than $201) | |
3 | VANGUARD 500 INDEX ADMIRAL | $1,001 - $15,000 | None (or less than $201) | |
4 | VANGUARD INTERNATIONAL GROWTH ADM | $1,001 - $15,000 | None (or less than $201) | |
5 | VIRTUS VONTOBEL EMERGING MARKETS OPPS I | $1,001 - $15,000 | None (or less than $201) | |
6 | ROYCE PENNSYLVANIA MUTUAL INVMT | None (or less than $1,001) | None (or less than $201) | |
7 | SPDR S&P 500 ETF | $1,001 - $15,000 | None (or less than $201) | |
8 | ISHARES US AGGREGATE BOND INDEX | $100,001 - $250,000 | None (or less than $201) | |
9 | VANGUARD INSTITUTIONAL INDEX I | $500,001 - $1,000,000 | None (or less than $201) | |
10 | VANGUARD EXTENDED MARKET INDEX I | $50,001 - $100,000 | None (or less than $201) |
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 | Dana-Farber Cancer Institute | Salary | ||
2 | Quinne Emanuel | Consulting | ||
3 | Dana-Farber Cancer Institute | Rent or Royalties | $1,001 - $2,500 | |
4 | SPDR S&P 500 ETF SPY | $1,001 - $15,000 | None (or less than $201) | |
5 | DODGE & COX INCOME DODIX | $15,001 - $50,000 | None (or less than $201) | |
6 | ISHARES MSCI EAFE ETF EFA | $1,001 - $15,000 | None (or less than $201) | |
7 | ISHARES CORE S&P MID-CAP ETF IJH | $15,001 - $50,000 | None (or less than $201) | |
8 | ISHARES S&P MID CAP 400 VALUE ETF IJJ | $1,001 - $15,000 | None (or less than $201) | |
9 | ISHARES S&P MID CAP 400 GRWTH ETF IJK | $1,001 - $15,000 | None (or less than $201) | |
10 | ISHARES CORE S&P IJR | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | ISHARES S&P 500 VALUE ETF IVE | $1,001 - $15,000 | None (or less than $201) | |
2 | ISHARES S&P 500 GROWTH ETF IVW | $1,001 - $15,000 | None (or less than $201) | |
3 | SPDR S&P DIVIDEND ETF | $1,001 - $15,000 | None (or less than $201) | |
4 | ISHARES SHORT TREASURY BOND ETF SHV | $1,001 - $15,000 | None (or less than $201) | |
5 | TECHNOLOGY SELECT SECTOR SPDR ETF IVXLK | $1,001 - $15,000 | None (or less than $201) | |
6 | ISHARES CORE S&P SMALL-CAP ETF | $1,001 - $15,000 | None (or less than $201) | |
7 | ISHARES CORE S&P MID-CAP ETF | $1,001 - $15,000 | None (or less than $201) | |
8 | iShares MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) | |
9 | VANGUARD 500 INDEX ADM SH | $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 | iShares Core S&P Mid-Cap ETF (IJH) | Sale | 04/06/2022 | $1,001 - $15,000 |
2 | iShares S&P Small-Cap 600 Value ETF (IJS) | Sale | 04/06/2022 | $1,001 - $15,000 |
3 | iShares Core MSCIEmerging Markets ETF (IEMG) | Purchase | 04/12/2022 | $1,001 - $15,000 |
4 | ISHARES CORE US AGGREGRATE BOND ETF (AGG) | Purchase | 04/12/2022 | $1,001 - $15,000 |
5 | iShares Core MSCI EAFE ETF (IEFA) | Purchase | 04/12/2022 | $1,001 - $15,000 |
6 | iShares 1-3 Year Treasury Bond ETF (SHY) | Purchase | 04/12/2022 | $1,001 - $15,000 |
7 | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | Purchase | 12/20/2022 | $1,001 - $15,000 |
8 | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | Purchase | 12/21/2022 | $100,001 - $250,000 |
9 | Schwab Municipal Money Fund Investor Class Shares (SWTXX) | Purchase | 12/21/2022 | $100,001 - $250,000 |
10 | iShares Short-Term National Muni Bond ETF (SUB) | Purchase | 12/21/2022 | $100,001 - $250,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | Quinn Emanuel | Santa Cruz, California | Spouse travel reimbursement | 2071 |
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Leave of Absence ended January 2023 |
1 | 2 | Leave of Absence ended January 2023 |
5 | 3 | patents |
5 | 42 | Including patents divested from per EA |
6 | 39 | early-stage drug development |
Do you have information about Rochelle Walensky that is missing from this database?
Drop us a line at [email protected].