Stephen Cha
Counselor to Sec'y - AHRQ/FDA/NIH
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $2.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/06/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Minnetonka, Minnesota
Chief Medical Officer
5/2021
2
Washington, District of Columbia
Primary care provider
4/2021
3
Washington, District of Columbia
Board of Directors
4/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
UHG, unvested stock options (value not readily ascertainable): Unvested UHG options: Grant date 6/18, grant price $244.43, exp 6/28: 280 vest on 6/21; 281 on 6/22. Grant date 2/19, grant price $262.98, exp 2/29: 468 vest on 2/26/22; 268 vest on 2/26/23. Grant date 2/20, price $302.20, exp 2/20: 416 vest on 2/22, 416 on 2/23, 416 on 2/24. Grant date 2/21, price $327.64: 312 vest on 2/22, 313 vest on 2/23, 313 on 2/24, 313 on 2/25.
None (or less than $1,001)
None (or less than $201)
2
UHG, restricted stock units not yet distributed
None (or less than $1,001)
None (or less than $201)
3
United Healthcare Community & State (Health insurance managed care organization)
Salary/Bonus (cash bonus only). Cash bonus already awarded, no change with any future performance of UHG.
$617,500
4
Unity Health Care, Homeless Medicine Program
Salary
$3,220
5
UHG Executive Savings Plan
5.1
WF Target 2040
$50,001 - $100,000
None (or less than $201)
6
Wells Fargo Roth IRA
$1,001 - $15,000
None (or less than $201)
6.1
First Trust 75/25 Strategic Allocation Portfolio 1Q 20 R UIT (FPZWNX)
$1,001 - $15,000
None (or less than $201)
7
UHG 401k savings plan
7.1
WF Target 2045 Cit E3
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Minnetonka, Minnesota
Upon my resignation, able to retain and exercise vested options for a limited time. All unvested options are forfeit.
6/2018
2
Minnetonka, Minnesota
Value of RSUs as described above is contingent on remaining in company. Resignation from UHG will result in forfeit of unvested RSUs, entire portion of above stated amount. (Stock already vested and distributed is retained, and is listed elsewhere).
6/2018
3
Minnetonka, Minnesota
ESPP acct. is a cash acct.
6/2018
4
Minnetonka, Minnesota
Executive savings plan, contributions every month into a deferred investment fund with partial employer match. At termination, investment will be paid out in 5 installments every year for 5 years.
6/2018
5
Minnetonka, Minnesota
I will not participate in this defined contribution plan after my separation.
6/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Minnetonka, Minnesota
Chief Medical Officer

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Self employed
Solo practitioner as licensed professional counselor.
2
Wells Fargo SEP IRA accounts
2.1
American Funds Growth & Income Portfolio Class C Shares (GAITX)
$50,001 - $100,000
None (or less than $201)
2.2
American Funds Growth Portfolio Class C Shares (GWPCX)
$50,001 - $100,000
None (or less than $201)
3
Wells Fargo Roth IRA
3.1
First Trust 75/25 Strategic Allocation 1Q 20R UIT (FPZWNX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity account (Spouse)
None (or less than $201)
1.1
ISHARES TR Russell 1000 Growth ETF
$50,001 - $100,000
$201 - $1,000
1.2
ISHARES TR Russell MidCap Growth ETF
$1,001 - $15,000
$1,001 - $2,500
1.3
iShares Russell 1000 Value ETF (IWD)
$15,001 - $50,000
None (or less than $201)
1.4
ISHARES TR Russell 2000 Growth ETF
$1,001 - $15,000
None (or less than $201)
1.5
iShares Russell Mid-Cap Value ETF (IWS)
$1,001 - $15,000
None (or less than $201)
1.6
ISHARES MSCI EAFE ETF
$1,001 - $15,000
None (or less than $201)
1.7
PIMCO Income Fund Institutional Fund
$1,001 - $15,000
None (or less than $201)
1.8
iShares Russell 2000 Value ETF (IWN)
$1,001 - $15,000
None (or less than $201)
1.9
Lord abbett short duration income CI I
$1,001 - $15,000
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
2
1
Forfeited before HHS start date.
2
2
Forfeited before HHS start date
6
1
Dividend income
6
1.1
Dividend income
6
7
Interest on high yield savings account
6
9
Dividends and capital gain distributions

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