Stephen Dee
Special Projects Manager, Immediate Office Of The Secretary
Estimated Net Worth
  • estimated net worth
    $383 K - $1.1 M
Salary
  • salary
    Unknown
Employment
  • Started 04/26/2021

Financial Disclosure Details - OGE Form 278e (04/22/2022)

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
1
Covington 401K
$100,001 - $250,000
Capital Gains Dividends Interest
$5,001 - $15,000
1.1
Dodge & Cox Stock Fund (DODGX)
$15,001 - $50,000
Capital Gains Dividends
$201 - $1,000
1.2
JPMorgan Large Cap Growth Fund Class R6 Shares (JLGMX)
$15,001 - $50,000
Capital Gains Dividends
$2,501 - $5,000
1.3
Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX)
$15,001 - $50,000
Capital Gains Dividends
$1,001 - $2,500
1.4
American Beacon Small Cap Value Fund Class R5 Shares (AVFIX)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
1.5
Vanguard Extended Market Index Fund Institutional Shares (VIEIX)
$1,001 - $15,000
None (or less than $201)
1.6
T Rowe Price QM US Sm-Cap Growth Eqty Fd, Inc (PRDSX)
$1,001 - $15,000
Capital Gains Dividends
$1,001 - $2,500
1.7
Schwab International Index Fund (SWISX)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
1.8
JPMorgan Emerging Markets Equity Fund Class R6 Shares (JEMWX)
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
1.9
MFS International Diversification Fund Class R4 Shares (MDITX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this retirement plan. The plan sponsor will not make contributions after my separation.
9/2014

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1
$15,001 - $50,000
None (or less than $201)
2
U.S. Bank #2
$15,001 - $50,000
None (or less than $201)
3
Vanguard Mid-Cap Growth Fund (VMGRX)
$100,001 - $250,000
$50,001 - $100,000
4
Vanguard Wellesley Income Fund Admiral Shares (VWIAX)
$100,001 - $250,000
$5,001 - $15,000

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
I will continue to participate in this defined contribution plan. The plan sponsor will not make contributions after my separation.

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