Sonia Chessen
COS - Substance Abuse and Mental Health Services Administration
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.5 M - $6.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/15/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Agency Review Team Lead
1/2021
2
Chevy Chase, Maryland
Principal
8/2020
3
Washington, District of Columbia
Board Member
1/2021
4
Bethesda, Maryland
Chair Program Committee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
PT Fund, Inc
Salary
$37,770
2
IRA #1
2.1
Invesco QQQ Trust (QQQ)
$1,001 - $15,000
None (or less than $201)
2.2
iShares Core S&P Mid-Cap ETF (IJH)
$1,001 - $15,000
None (or less than $201)
2.3
iShares Core S&P 500 ETF (IVV)
$1,001 - $15,000
None (or less than $201)
2.4
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard FTSE Emerging Markets Index Fund ETF Shares (VWO)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Dividend Appreciation Index Fund ETF Shares (VIG)
$1,001 - $15,000
None (or less than $201)
2.7
Vanguard FTSE Developed Markets Index Fund ETF Shares (VEA)
$1,001 - $15,000
None (or less than $201)
3
Chessen Consulting LLC (LLC - indivdual consultant)
Salary
$131,092

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
1
Washington, District of Columbia
Slated the agency review teams for the Biden/Harris Transition team
2
Chevy Chase, Maryland
Provide organizational development and strategic planning consulting services to non-profits.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
NCTA (Telecommunications association)
salary, bonus
2
NCTA 401(k)
2.1
iShares S&P 500
$250,001 - $500,000
None (or less than $201)
2.2
iShares MSCI Eafe
$100,001 - $250,000
None (or less than $201)
2.3
Columbia Small Cap
$100,001 - $250,000
None (or less than $201)
2.4
Columbia Mid Cap
$100,001 - $250,000
None (or less than $201)
2.5
TIAA Core Bond
$100,001 - $250,000
None (or less than $201)
2.6
T Rowe Blue Chip
$1,001 - $15,000
None (or less than $201)
2.7
Pimco Income
$1,001 - $15,000
None (or less than $201)
2.8
Columbia Dividend Income
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Bank of America Corp
$15,001 - $50,000
None (or less than $201)
1.2
Carroll Cnty MD Cons Pub Impt
$15,001 - $50,000
None (or less than $201)
1.3
Baltimore MD Spl Oblig Cons
$15,001 - $50,000
None (or less than $201)
1.4
Prince Georges Cnty MD Go
$15,001 - $50,000
None (or less than $201)
1.5
Anne Arundel Cnty MD Cons Gen
$15,001 - $50,000
None (or less than $201)
1.6
Maryland Wtr Quality Financing
$15,001 - $50,000
None (or less than $201)
1.7
Maryland ST GO BDS 2016
$15,001 - $50,000
None (or less than $201)
1.8
Maryland ST Dept Transn Cons
$15,001 - $50,000
None (or less than $201)
1.9
Montgomery Cnty MD GO Cons
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
1
3
Filer confirms she resigned effective January 28, 2021.

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