Rosemarie Stephens-Booker
Regional Intergovernmental and External Affairs Specialist for the West
Estimated Net Worth
  • estimated net worth
    $909 K - $2.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (11/02/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Brooklyn, New York
Sr. Associate
7/2021
2
Arlington, Virginia
MPA Intern
12/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
BlocPower (Climate technology and deep energy retrofits)
Salary
$62,980

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Brooklyn, New York
I will not participate in this defined contribution plan after my separation.
7/2021
2
Waltham, Massachusetts
I will not participate in this defined contribution plan after my separation.
6/2008

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Brooklyn, New York
Senior Associate on a 6-month FTE. Contract ended on July 25th, 2021

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Google
salary, bonus,
2
Google Stock RSU
$250,001 - $500,000
None (or less than $201)
3
Google (Vanguard 401k)
3.1
Vanguard Developed Markets Index Fund Institutional Plus
$15,001 - $50,000
3.2
Vanguard Emerging Markets Index Fund Institutional Plus
$1,001 - $15,000
3.3
Vanguard Institutional 500 Index Trust
$15,001 - $50,000
3.4
Vanguard Institutional Extended Market Index Trust
$15,001 - $50,000
3.5
Vanguard Institutional Total Bond Market Index Trust
$1,001 - $15,000
3.6
Vanguard Target Retirement 2050 Trust
$50,001 - $100,000
4
Accenture Federal (Hewitt 401k)

Other Assets and Income

#
Description
Value
Type
Amount
1
Betterment
$15,001 - $50,000
1.1
Vanguard Total Stock Market (VTI)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard FTSE Developed Markets
$1,001 - $15,000
None (or less than $201)
1.3
iShares Short-Term Treasury Bond (SHV)
$1,001 - $15,000
None (or less than $201)
1.4
Vanguard Total International Bond (BNDX)
$1,001 - $15,000
None (or less than $201)
1.5
iShares National AMT-Free Muni Bond (MUB)
$1,001 - $15,000
None (or less than $201)
1.6
iShares Core S&P Total U.S. Stock Market (ITOT)
$1,001 - $15,000
None (or less than $201)
1.7
Schwab U.S. Large-Cap Value (SCHV)
$1,001 - $15,000
None (or less than $201)
1.8
Vanguard Mid-Cap Value (VOE)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Small-Cap Value (VBR)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Sun Trust Mortgage
$100,001 - $250,000
2010
30 Years
2
Citizens Bank
$50,001 - $100,000
2019
5 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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