Sreenivas Ramaswamy
Senior Policy Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.0 M - $2.5 M
Salary
  • salary
    Unknown
Employment
  • Started 03/01/2021

Financial Disclosure Details - OGE Form 278e (06/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
McKinsey & Company, deferred compensation: cash receivable
$50,001 - $100,000
$50,001 - $100,000
1.1
McKinsey & Company, deferred compensation
$50,001 - $100,000
Deferred bonus payments for work rendered during full-time employment with McKinsey in prior years.
$97,000
2
McKinsey & Company (Management consulting) share sale proceeds
$100,001 - $250,000
Gross value of all Partner shares sold upon leaving McKinsey.
$101,000
3
McKinsey & Company (Management consulting)
Salary/Bonus for Jan-Feb 2021 while employed full-time at McKinsey.
$80,000
4
McKinsey & Company, cash balance pension plan
$100,001 - $250,000
None (or less than $201)
5
McKinsey & Company 401k
None (or less than $201)
5.1
Special Situations Fund
$250,001 - $500,000
None (or less than $201)
6
Fidelity
None (or less than $201)
6.1
Fidelity International Discovery Fund (FIGRX)
$15,001 - $50,000
None (or less than $201)
6.2
Fidelity Freedom 2030 Fund (FFFEX)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Deferred bonus payments for past work. I anticipate receiving this payment at the end of every March and December through March 2024.
3/2021
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/2008
3
Washington, District of Columbia
I will continue to participate in this cash balace pension plan. The plan sponsor will not make further contributions after my separation.
9/2008

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
RIMO capital fund LP
$50,001 - $100,000
None (or less than $201)
2
Vanguard 529 plan
$15,001 - $50,000
None (or less than $201)
2.1
Vanguard 529 Target 30/31
$15,001 - $50,000
None (or less than $201)
3
Roth IRA
$50,001 - $100,000
None (or less than $201)
3.1
Vanguard Energy Inv
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard FTSE social index inv
$15,001 - $50,000
None (or less than $201)
3.3
Vanguard small cap growth index inv
$15,001 - $50,000
None (or less than $201)
3.4
Vanguard target retirement 2040 inv
$1,001 - $15,000
None (or less than $201)
3.5
Vanguard total intl stock index inv
$1,001 - $15,000
None (or less than $201)
4
Rollover IRA
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of America checking account
$100,001 - $250,000
Interest
$201 - $1,000
2
Citibank checking account
$1,001 - $15,000
Interest
$201 - $1,000
3
Bank of America checking account (spouse)
$15,001 - $50,000
Interest
$201 - $1,000
4
Bank of America joint account
$1,001 - $15,000
Interest
$201 - $1,000
5
Capital One checking account
$1,001 - $15,000
Interest
$201 - $1,000
6
Senate federal credit union checking account
$1,001 - $15,000
Interest
$201 - $1,000

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
2
1
References deferred compensation that will be paid in installments until 2024. McKinsey & Company has verified that no compensation will come from the representation of clients before Federal agencies or courts. McKinsey & Company has also verified that bonus is paid per written guidelines and standard for the type of position held by the filer.
2
7
Underlying holdings are not disclosed to filer, per attached documents.
5
1
Assets not disclosed to investors, per attached letter in documents.

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