Stephen Marshall Dickson
Administrator (Departed Administration)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $9.6 M - $25.8 M
Salary
  • salary
    Unknown
Employment
  • 08/12/2019 - 04/03/2022
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (05/14/2021)

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
Schwab IRA
1.1
BlackRock Strategic Income Instl (BSIIX)
$250,001 - $500,000
$5,001 - $15,000
1.2
Schwab Money Market (SchwabCash)
$15,001 - $50,000
None (or less than $201)
1.3
iShares MSCI MinValue USA ETF (USMV)
$250,001 - $500,000
$5,001 - $15,000
1.4
iShare MSCI USA Value Factor (VLUE)
$250,001 - $500,000
$5,001 - $15,000
1.5
iShares Russell 1000 Growth Index (IWF)
$500,001 - $1,000,000
$2,501 - $5,000
1.6
Vanguard Dividend Appreciation ETF (VIG)
$100,001 - $250,000
$1,001 - $2,500
1.7
Vanguard Total International Stock ETF (VXUS)
$50,001 - $100,000
$1,001 - $2,500
1.8
Vanguard Small-Cap Index Fund ETF Shares (VB)
$1,001 - $15,000
None (or less than $201)
2
Schwab Roth IRA

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Atlanta, Georgia
Pursuant to my employment contract with Delta Air Lines, I am entitled to receive pension payments under the Delta Pilots Retirement Plan . The Plan is held in trust by the Pension Benefit Guarantee Corporation and PBGC will issue monthly pension payments on behalf of the Plan beginning on 10/1/2022.
2/1991
2
Atlanta, Georgia
Pursuant to company policy, upon separation I am entitled to receive retired officer travel benefits, including a capped annual tax gross up
10/2018
3
Atlanta, Georgia
Pursuant to company policy, upon separation the company will continue paying premiums for a term life insurance policy
10/2018

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
Schwab IRA
1.1
Vanguard Dividend Appreciation (VIG)
$50,001 - $100,000
$1,001 - $2,500
1.2
BlackRock Strategic Income Instl (BSIIX)
$50,001 - $100,000
$1,001 - $2,500
1.3
Schwab Money Market (SchwabCash)
$1,001 - $15,000
None (or less than $201)
1.4
iShares Edge MSCI USA Value Factor ETF (VLUE)
$50,001 - $100,000
$1,001 - $2,500
2
Schwab Roth IRA
2.1
BlackRock Strategic Income Opportunities Inv A (BASIX)
$15,001 - $50,000
$201 - $1,000
2.2
Schwab Money Market (SchwabCash)
$1,001 - $15,000
None (or less than $201)
2.3
iShares MSCI USA Value (VLUE)
$50,001 - $100,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank account (cash)
$15,001 - $50,000
None (or less than $201)
2
US Bank Money Market Account (cash)
$50,001 - $100,000
Interest
$201 - $1,000
3
Schwab Brokerage
3.1
BlackRock Strategic Income Instl (BSIIX)
$100,001 - $250,000
$5,001 - $15,000
3.2
iShares MSCI Min Vol USA ETF (USMV)
$500,001 - $1,000,000
$5,001 - $15,000
3.3
Schwab Money Market (SchwabCash)
$100,001 - $250,000
None (or less than $201)
3.4
Vanguard Dividend Appreciation (VIG)
$250,001 - $500,000
$5,001 - $15,000
3.5
Vanguard Total International Stock Index (VXUS)
$250,001 - $500,000
$5,001 - $15,000
3.6
iShares Edge MSCI USA Value Factor ETF (VLUE)
$50,001 - $100,000
$1,001 - $2,500
3.7
iShares S&P 100 ETF (OEF)
$250,001 - $500,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
Purchase
01/09/2020
$15,001 - $50,000
2
iShares Edge MSCI USA Value Factor ETF (VLUE)
Purchase
01/09/2020
$100,001 - $250,000
3
iShares Edge MSCI USA Value Factor ETF (VLUE)
Purchase
01/09/2020
$15,001 - $50,000
4
Semper MBS Total Return Fund Institutional Class Shares (SEMMX)
Sale
03/27/2020
$250,001 - $500,000
5
iShares S&P 100 ETF (OEF)
Purchase
04/03/2020
$250,001 - $500,000
6
Semper MBS Total Return Fund Institutional Class Shares (SEMMX)
Sale
04/09/2020
$250,001 - $500,000
7
iShares Edge MSCI USA Value Factor ETF (VLUE)
Purchase
04/16/2020
$15,001 - $50,000
8
DFA US Large Cap Value (DFLVX)
Sale
04/16/2020
$15,001 - $50,000
9
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
Purchase
04/16/2020
$1,001 - $15,000
10
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
Purchase
04/16/2020
$15,001 - $50,000

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
Nothing reported in this section

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