Susan E. Rice
ASSISTANT TO THE PRESIDENT AND DOMESTIC POLICY ADVISOR
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $54.4 M - $173.5 M
Salary
  • salary
    $180 K

Financial Disclosure Details - OGE Form 278e (05/10/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President
Present
2
Washington, District of Columbia
Distinguished Visiting Research Fellow
1/2021
3
Los Gatos, California
Director
1/2021
4
Cambridge, Massachusetts
Non-Resident Senior Fellow
1/2021
5
Spring, Texas
Board Partner
1/2021
6
Spring, Texas
Board Partner
1/2021
7
Rice Cameron Family Foundation
Trustee
Present
8
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SERice LLC
1.1
Latham and Watkins (1/12/21)
Speaker's fee
$25,000
2
SEP-IRA
2.1
UBS BANK DEPOSIT ACCOUNT
$100,001 - $250,000
None (or less than $201)
2.2
UBS Select Government Investor Fund (SGEXX)
$50,001 - $100,000
None (or less than $201)
3
BENEFICIARY IRA
3.1
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
3.2
iShares MSCI EAFE ETF (EFA)
$1,001 - $15,000
$201 - $1,000
3.3
iShares Core MSCI EAFE ETF (IEFA)
$50,001 - $100,000
$1,001 - $2,500
3.4
Vanguard Value Index Fund ETF Shares (VTV)
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
WASHINGTON, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2002

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
Disney, 401(k) plan:
1.1
Vanguard 500 Index Fund Institutional Select Shares (VFFSX)
$500,001 - $1,000,000
None (or less than $201)
1.2
BTC Lifepath 2025 F
$15,001 - $50,000
None (or less than $201)
1.3
Northern Global Sustainability Index Unitized Fund (NSRIX)
$250,001 - $500,000
None (or less than $201)
2
Disney, defined benefit plan (value not readily ascertainable)
None (or less than $201)
3
RBC Select Balanced Portfolio - Sr. A (RBF460)
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of Nova Scotia (BNS)
$1,000,001 - $5,000,000
Dividends
$15,001 - $50,000
2
Canadian Imperial Bank of Canada
$1,000,001 - $5,000,000
Dividends
$15,001 - $50,000
3
Great West Life
$1,000,001 - $5,000,000
Dividends
$50,001 - $100,000
4
Royal Bank of Canada (RY)
$5,000,001 - $25,000,000
Dividends
$100,001 - $1,000,000
5
Toronto-Dominion Bank (TD)
$5,000,001 - $25,000,000
Dividends
$100,001 - $1,000,000
6
iShares MSCI EAFE ETF (EFA)
$1,000,001 - $5,000,000
$15,001 - $50,000
7
SPDR Dow Jones Industrial Average ETF Trust (DIA)
$1,000,001 - $5,000,000
$15,001 - $50,000
8
Bank of Montreal (BMO)
$1,000,001 - $5,000,000
Dividends
$15,001 - $50,000
9
SPDR S&P 500 ETF Trust (SPY)
$1,000,001 - $5,000,000
$5,001 - $15,000
10
VanguardEmerging Markets Stock Index Fund ETF Shares (VWO)
$250,001 - $500,000
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
UBS Select Gov't Investor Fund (SGEXX)
Sale
04/08/2021
$15,001 - $50,000
2
Amazon (AMZN)
Sale
04/12/2021
$15,001 - $50,000
3
Adobe Inc (ADBE)
Sale
04/12/2021
$15,001 - $50,000
4
Apple Inc (AAPL)
Sale
04/12/2021
$15,001 - $50,000
5
Bristol Myers Squibb (BMY)
Sale
04/12/2021
$15,001 - $50,000
6
Chevron (CVX)
Sale
04/12/2021
$15,001 - $50,000
7
CostCo (COST)
Sale
04/12/2021
$15,001 - $50,000
8
Clorox (CLX)
Sale
04/12/2021
$50,001 - $100,000
9
Alphabet Inc Cl A (GOOGL)
Sale
04/12/2021
$50,001 - $100,000
10
Deere and CO (DE)
Sale
04/12/2021
$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
2
1
All fees and payments for speeches and public appearances, books, opinion writing, residuals and travel are received by SERice LLC.
2
6
Amplo Partners I, LLC porfolio companies are: Robinhood (financial services); Andela (software); Fundbox (small business lending); Doxel (AI for construction); Two Chairs (teletherapy); Helm.ai (autonomous driving AI); Parsley Health (healthcare); Mark 43 (public safety software); Locale (apartment-hotel); Freightwalla (digital freight forwarding); Travelperk (business travel software); and 1 Concern (emergency response technology).
2
7
Amplo Partners II, LLC portfolio companies are: Robinhood (financial services); Legalpad (immigration/visa technology); BharatPe (digital payments); Kriya Therapeutics (gene therapy); Lightyear (business telecom/IT); Wizehire (small business recruiting platform); Sokowatch (retail); and Sharesies (investment platform).
6
91
Asset was sold in May 2021.
6
92
Asset was sold in May 2021.

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