Thomas S. Zimmerman
SPECIAL ASSISTANT TO THE PRESIDENT FOR NATIONAL SECURITY AGENCY PERSONNEL
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $3.1 M
Salary
  • salary
    $110 K

Financial Disclosure Details - OGE Form 278e (02/11/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Los Angeles, California
Programs Director
9/2020
2
Washington, District of Columbia
Deputy Cluster Lead
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
PT Fund, Inc.
Salary
$23,446
2
Roth IRA
2.1
Ishares ESG Aware MSCI EAFE
$1,001 - $15,000
None (or less than $201)
2.2
Ishares ESG Aware MSCI USA
$1,001 - $15,000
None (or less than $201)
3
New York University, defined contribution plan:
3.1
Vanguard Inst Tg 50 Inst
$15,001 - $50,000
None (or less than $201)
4
University of Southern California, 401(a) plan:
4.1
Vanguard Institutional Target Retirement 2050 Fund
$15,001 - $50,000
None (or less than $201)
5
The Pacific Council on International Policy (The University of Southern California)
Salary
$83,479
6
University of Southern California, 403(b) plan:

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Los Angeles, California
I will continue to participate in these defined contribution plans. The plans sponsor does not make further contributions after my separation.
5/2018
2
New York City, New York
I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions after my separation.
7/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Responsible for Interviewing Candidates for Gov't Service
2
Los Angeles, California
Oversaw events and delegations

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
Apple, Inc. (AAPL)
$500,001 - $1,000,000
Dividends Capital Gains
$15,001 - $50,000
2
Carillon Eagle Small Cap Growth Fund Class A Shares (HRSCX)
$50,001 - $100,000
$5,001 - $15,000
3
EuroPacific Growth Fund Class A Shares (AEPGX)
$50,001 - $100,000
None (or less than $201)
4
Exxon Mobil Corp. (XOM)
$15,001 - $50,000
Dividends
$1,001 - $2,500
5
American Funds Fundamental Investors Class A Shares (ANCFX)
$100,001 - $250,000
$2,501 - $5,000
6
Johnson & Johnson (JNJ)
$15,001 - $50,000
Dividends
$201 - $1,000
7
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
8
Family Trust #1
8.1
AMCAP Fund Class F2 Shares (AMCFX)
$15,001 - $50,000
$1,001 - $2,500
8.2
Chevron Corp. (CVX)
$15,001 - $50,000
Dividends
$1,001 - $2,500

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
Nothing reported in this section

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