Sophia Lalani
Senior Advisor for National Security
Observations
- Millionaire
Estimated Net Worth
- $1.2 M - $1.6 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (06/14/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Kaiser Associates Inc. (Management Consulting) | salary, bonus | ||
2 | LinkedIn - April 29, 2021 | Honorarium | $200 | |
3 | Roth IRA | |||
3.1 | InvescoZacks Mid-Cap ETF (CZA) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares Edge MSCI Min VolGlobal ETF (ACWV) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | SPDR Portfolio Corporate Bond ETF (SPBO) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | SPDR Portfolio High Yield Bond ETF (SPHY) | $1,001 - $15,000 | None (or less than $201) | |
3.5 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | iShares China Large-Cap ETF (FXI) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Proshares Short S&P500 (SH) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Ally (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | TD (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | DC college savings plan #1 | |||
3.1 | 2034 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
4 | DC College Savings Plan #2 | |||
4.1 | 2034 Portfolio | $1,001 - $15,000 | None (or less than $201) | |
5 | Mass Mutual Whole Life Insurance | Over $1,000,000 | None (or less than $201) | |
6 | AMDJ Investments LLC - ownership and leasing of rental properties in Washington DC | Rent or Royalties | ||
6.1 | Residential real estate, Washington, DC | $15,001 - $50,000 | Rent or Royalties | None (or less than $201) |
6.2 | Residential real estate, Washington, DC | $15,001 - $50,000 | Rent or Royalties | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | FedLoan Servicing | $250,001 - $500,000 | 2008 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 6.1 | Spouse's share of family business |
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