Estimated Net Worth
- Unknown
Salary
- $110 K
Employment
- Departed 11/06/2023
Financial Disclosure Details - OGE Form 278 Termination (12/01/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Berni Consulting LLC | New Orleans, Louisiana | Member/Preside nt | 1/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Betfair Interactive US LLC | Gambling winnings | $10,460 | |
2 | City of New Orleans, 457 plan | |||
2.1 | EQ/MFS International Intrinsic Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Delaware Ivy VIP High Income Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.3 | EQ/Value Equity Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2.4 | EQ/American Century Mid Cap Value Portfolio | $1,001 - $15,000 | None (or less than $201) | |
2.5 | EQ/MFS Technology Porfolio | $1,001 - $15,000 | None (or less than $201) | |
2.6 | 1290 VT GAMCO Small Company Value Porfolio | $1,001 - $15,000 | None (or less than $201) | |
3 | Berni Consulting, LLC, 401(k) plan | |||
3.1 | TIAA-CREF Lifecycle Index 2050 Fund | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Berni Consulting, LLC | New Orleans, Louisiana | I continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions. | 1/2021 |
2 | New Orleans, Louisiana | I continue to participate in this plan. The plan sponsor no longer makes contributions. | 5/2018 |
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 | Berni Consulting, LLC (public affairs & political consulting) | $500,001 - $1,000,000 | ownership distributions | |
2 | Berni Consulting, LLC | Salary | ||
3 | Northwestern Mutual Variable Annuity IRA | |||
3.1 | Index 500 Stock Portfolio (MSA/BlackRock Advisors, LLC) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Select Bond Portfolio (MSA/Allspring Global Investments, LLC) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Research International Core Portfolio (MSA/MFS) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Domestic Equity (MSA/Delaware Investments) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Fidelity VIP Contrafund Portfolio | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Emerging Markets Equity Portfolio (MSA/Aberdeen Asset Managers) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | International Growth Portfolio (MSA/FIAM LLC) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US bank #1 cash accounts | $15,001 - $50,000 | None (or less than $201) | |
2 | Brokerage Account #1 | $15,001 - $50,000 | None (or less than $201) | |
2.1 | American Funds Growth and Income Portfolio (GAIOX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Brokerage Account #2 | $100,001 - $250,000 | None (or less than $201) | |
3.1 | iShares Core S&P 500 ETF (IVV) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Vanguard Tax-Exempt Bond ETF (VTEB) | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Schwab International Equity ETF (SCHF) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | Fidelity Advisor Intermediate Municipal Income Fund (FZIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | BlackRock Strategic Municipal Opportunities Fund (MAMTX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Oakmark Select Fund (OAYLX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares MSCI Eurozone ETF (EZU) | Sale | 09/25/2023 | $1,001 - $15,000 |
2 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | Purchase | 09/25/2023 | $1,001 - $15,000 |
3 | Vanguard Emerging Markets Stock Index Fund ETF (VWO) | Sale | 05/08/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
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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