Susan E Rice
Assistant to the President and Domestic Policy Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $51.0 M - $154.4 M
Salary
  • salary
    $180 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (04/17/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President
Present
2
Trustee
Present
3
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SERice LLC
2
SEP-IRA
2.1
UBS INSURED SWEEP CASH PROGRAM
$15,001 - $50,000
None (or less than $201)
2.2
UBS Select Government Investor Fund (SGEXX)
$100,001 - $250,000
$1,001 - $2,500
2.3
BEAL BANK FIXED RATE CD
$100,001 - $250,000
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 Core MSCI EAFE ETF (IEFA)
$50,001 - $100,000
$1,001 - $2,500
3.3
Vanguard Value Index Fund ETF Shares (VTV)
$15,001 - $50,000
$201 - $1,000
3.4
Vanguard Mid-Cap Index Fund ETF Shares (VO)
$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)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Bank of Nova Scotia (BNS)
$500,001 - $1,000,000
Dividends
$15,001 - $50,000
2
Canadian Imperial Bank of Canada
$500,001 - $1,000,000
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)
$500,001 - $1,000,000
Dividends
$15,001 - $50,000
9
SPDR S&P 500 ETF Trust (SPY)
$500,001 - $1,000,000
$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
Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT)
Purchase
10/25/2022
$1,001 - $15,000
2
SPDR SER Trust S&P Oil Expl & Production ETF (XOP)
Purchase
10/25/2022
$1,001 - $15,000
3
ISHARES MBS ETF (MBB)
Purchase
10/25/2022
$1,001 - $15,000
4
iShares Broad USD Investment Grade Corporate Bond ETF (USIG)
Purchase
10/25/2022
$1,001 - $15,000
5
VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC)
Purchase
09/28/2022
$1,001 - $15,000
6
iShares Core MSCI EAFE ETF (IEFA)
Purchase
09/28/2022
$1,001 - $15,000
7
Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares (VGIT)
Purchase
08/02/2022
$1,001 - $15,000
8
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)
Purchase
07/14/2022
$1,001 - $15,000
9
iShares Core MSCI EAFE ETF (IEFA)
Purchase
07/14/2022
$1,001 - $15,000
10
iShares 20+ Year Treasury Bond ETF (TLT)
Purchase
06/28/2022
$1,001 - $15,000

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.

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