Observations
- Millionaire
Estimated Net Worth
- $3.9 M - $9.7 M
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 |
Do you have information about Rochelle Walensky that is missing from this database?
Drop us a line at info@insidebidensbasement.org.