Tisamarie Sherry
DAS - Planning & Evaluation (ASPE)
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.3 M - $5.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (02/22/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington, Virginia
Associate Physician Policy Researcher
5/2021
2
Boston, Massachusetts
Associate Physician
1/2019
3
Boston, Massachusetts
Instructor
1/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
RAND Corporation
Salary and bonus
$231,831
2
Roth IRA
2.1
Fidelity Total Bond Fund (FTBFX)
$15,001 - $50,000
None (or less than $201)
3
National Bureau of Economic Research 401(a)
3.1
Vanguard Growth Index Fund Investor Shares (VIGRX)
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Small-Cap Growth Index Fund Investor Shares (VISGX)
None (or less than $1,001)
None (or less than $201)
4
RAND 403(b)
4.1
Alger Small Cap Focus Fund Class A (AOFAX)
$15,001 - $50,000
None (or less than $201)
4.2
Alger Spectra Fund Class I (ASPIX)
$15,001 - $50,000
None (or less than $201)
4.3
MFS International New Discovery Fund Class A (MIDAX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
11/2017
2
Boston, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
12/2014
3
Cambridge, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
2/2018
4
Santa Monica, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/2017
5
Santa Monica, California
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Arlington, Virginia
Conducting health policy research

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Johns Hopkins Medicine (Non-profit health care system)
salary, bonus
2
SEP IRA
2.1
Fidelity Emerging Markets Fund (FEMKX)
$15,001 - $50,000
None (or less than $201)
3
ROTH IRA
3.1
Fidelity Capital Appreciation Fund (FDCAX)
$15,001 - $50,000
None (or less than $201)
3.2
Fidelity Emerging Markets Fund (FEMKX)
$1,001 - $15,000
$50,001 - $100,000
3.3
Fidelity International Discovery Fund (FIGRX)
$1,001 - $15,000
None (or less than $201)
4
Brigham and Women's 403(b) #1
4.1
Vanguard Institutional Target Retirement 2035 Fund (VITFX)
$15,001 - $50,000
None (or less than $201)
5
Brigham and Women's 403(b) #2

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1
$15,001 - $50,000
None (or less than $201)
2
U.S. bank # 2
$250,001 - $500,000
None (or less than $201)
3
U.S. bank # 3
$250,001 - $500,000
Interest
$201 - $1,000
4
U.S. bank # 4
$50,001 - $100,000
None (or less than $201)
5
U.S. bank # 5
$100,001 - $250,000
None (or less than $201)
6
U.S. bank #6
$100,001 - $250,000
None (or less than $201)
7
Brown Advisory Tax Exempt Bond Fund Institutional Class Shares (BTEIX)
$100,001 - $250,000
None (or less than $201)
8
CollegeAmerica 529 Savings Plan
8.1
American Funds College 2033 Fund Class 529-F2 (CTAHX)
$15,001 - $50,000
None (or less than $201)
9
CollegeAmerica 529 Savings Plan #2

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
U.S. Department of Education
$15,001 - $50,000
2006
25 years
2
U.S. Department of Education
$15,001 - $50,000
2007
25 years

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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