Susan K Ullman
General Counsel, Designated Agency Ethics Official
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $5.3 M - $16.9 M
Salary
  • salary
    Unknown
Employment
  • Started 02/01/2017

Financial Disclosure Details - OGE Form 278e (04/15/2022)

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
Wisconsin Retirement System, defined benefit plan
$50,001 - $100,000
Defined benefit payment
$7,000
2
Vanguard Total Stock Market (VTSAX) (Cravath rollover)
$100,001 - $250,000
$2,501 - $5,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Wisconsin Retirement System
Madison, Wisconsin
I will continue to participate in this defined benefit plan. I started receiving benefits in 2020.
9/1993

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
Georgetown University
salary
2
Wisconsin Retirement System, defined benefit plan
$50,001 - $100,000
$5,001 - $15,000
3
Georgetown 403b
3.1
Fidelity Total Market Index Fund Premium Class (FSKAX)
$1,000,001 - $5,000,000
$50,001 - $100,000
4
Wisconsin 403b
4.1
Vanguard Target Retirement 2030 Fund Investor Class Shares (VTHRX)
$500,001 - $1,000,000
$100,001 - $1,000,000
5
National Bureau of Economic Research 401k
5.1
Vanguard Health Care Fund Investor Shares (VGHCX)
$100,001 - $250,000
$2,501 - $5,000
6
Fidelity Global Credit Fund (FGBFX)
$100,001 - $250,000
$2,501 - $5,000
7
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$250,001 - $500,000
$5,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Extended Market Index Admiral Shares
$500,001 - $1,000,000
$15,001 - $50,000
2
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX)
$100,001 - $250,000
$15,001 - $50,000
3
Vanguard Municipal Money Market Fund (VMSXX)
$50,001 - $100,000
$201 - $1,000
4
Vanguard Total Stock Market Index Admiral Shares
$1,000,001 - $5,000,000
$50,001 - $100,000
5
Vanguard Value Index Admiral Shares
$250,001 - $500,000
$15,001 - $50,000
6
PNC checking (cash account)
$15,001 - $50,000
Interest
None (or less than $201)
7
PNC Savings (cash account)
$15,001 - $50,000
Interest
None (or less than $201)
8
Royal Dutch Petroleum Stock
$1,001 - $15,000
Dividends
$201 - $1,000
9
Hillcrest Beverly Oil
$1,001 - $15,000
Rent or Royalties
$201 - $1,000
10
Cedar Realty Trust Inc
$50,001 - $100,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Purchase
03/24/2021
$1,001 - $15,000
2
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Purchase
03/24/2021
$1,001 - $15,000
3
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Purchase
03/24/2021
$1,001 - $15,000
4
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Purchase
06/24/2021
$1,001 - $15,000
5
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Purchase
09/24/2021
$1,001 - $15,000
6
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
Sale
12/15/2021
$1,001 - $15,000
7
Dodge & Cox International Stock Fund (DODFX)
Purchase
12/21/2021
$1,001 - $15,000
8
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
Purchase
12/27/2021
$1,001 - $15,000
9
Fidelity International Capital Appreciation Fund (FIVFX)
Purchase
02/19/2021
$15,001 - $50,000
10
Fidelity Municipal Money Market Fund (FTEXX)
Sale
02/19/2021
$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
Nothing reported in this section

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