Ronald A. Klain
ASSISTANT TO THE PRESIDENT AND CHIEF OF STAFF
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $4.4 M - $12.2 M
Salary
  • salary
    $180 K

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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Advisor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Fidelity Blue Chip Growth Fund (FBGRX)
$500,001 - $1,000,000
None (or less than $201)
2
Fidelity Diversified International Fund (FDIVX)
$100,001 - $250,000
None (or less than $201)
3
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
None (or less than $201)
4
Fidelity Equity-Income Fund (FEQIX)
$100,001 - $250,000
None (or less than $201)
5
Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX)
$50,001 - $100,000
None (or less than $201)
6
Spartan Equity Index Investor Class
$50,001 - $100,000
None (or less than $201)
7
Janus Henderson Global Technology and Innovation Fund Class T Shares (JAGTX)
$250,001 - $500,000
None (or less than $201)
8
Janus Henderson Venture Fund Class D Shares (JANVX)
$250,001 - $500,000
None (or less than $201)
9
Janus Henderson Research Fund Class D Shares (JNRFX)
$100,001 - $250,000
None (or less than $201)
10
Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX)
$500,001 - $1,000,000
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
Our Daily Planet
None (or less than $1,001)
None (or less than $201)
2
Georgetown University
Salary
3
TIAA CREF Supplemental Retirement Annuity Plan of U Penn
4
TIAA CREF Lifecycle Index 2025 Inst'l (TLQIX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Wintergreen Vacation Rental Property
$500,001 - $1,000,000
Rent or Royalties
$50,001 - $100,000
2
Met Whole Life Policy
$100,001 - $250,000
$1,001 - $2,500
3
American Funds Bond Fund of America A (ABNDX)
$1,001 - $15,000
$201 - $1,000
4
Janus Henderson Global Select Fund Class D Shares (JANRX)
$50,001 - $100,000
$2,501 - $5,000
5
U.S. Bank # 4 (cash and CDs)
$1,000,001 - $5,000,000
$5,001 - $15,000
6
U.S. Bank # 1 (cash)
$15,001 - $50,000
$1,001 - $2,500
7
U.S. Bank # 3 (cash and CDs)
$50,001 - $100,000
$1,001 - $2,500
8
U.S. Bank # 2 (cash)
$15,001 - $50,000
$1,001 - $2,500
9
Janus Henderson Research Fund Class D Shares (JNRFX)
$100,001 - $250,000
$2,501 - $5,000
10
Janus Henderson Enterprise Fund Class T Shares (JAENX)
$15,001 - $50,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Wintergreen Vacation Rental Property
Sale
10/21/2021
$500,001 - $1,000,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Silicon Valley Bank
$250,001 - $500,000
2019
7 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
1
Our Daily Planet is a daily environmental e-newsletter with approximately 11,000 daily subscribers. My spouse liquidated her 50% partnership interest in 2021 for $1000.
6
1
Rental income from residential property in Wintergreen, Virginia. Gross rent of $57000. Property sold in October 2021.
8
1
Property sold in October 2021. Mortgage paid off upon sale.

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