William Valdez
Under Secretary for Management
Estimated Net Worth
  • estimated net worth
    $609 K - $1.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/26/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Oakland, California
Board President
Present
2
Washington, District of Columbia
Adjunct Faculty
Present
3
Annapolis, Maryland
Principal
Present
4
Kansas City, Missouri
Transformation Executive
Present
5
Takoma Park, Maryland
President
Present
6
Bethesda, Maryland
President
4/2020

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
cash distribution
$41,668
1.1
Blackrock Floating Rate Income Institutional (BFRIX)
$50,001 - $100,000
None (or less than $201)
1.2
Fidelity Advisor Health Care Fund Class I Shares (FHCIX)
$100,001 - $250,000
None (or less than $201)
1.3
Fidelity Advisor Strategic Income Class I (FSRIX)
$50,001 - $100,000
None (or less than $201)
1.4
Fidelity Advisor Emerging Markets Discovery Class I (FEDIX)
$15,001 - $50,000
None (or less than $201)
1.5
Goldman Sachs Rising Dividend Growth Investor Class (GSRIX)
$15,001 - $50,000
None (or less than $201)
1.6
Goldman Sachs Income Builder Fund Investor Class Shares (GKIRX)
$50,001 - $100,000
None (or less than $201)
1.7
Janus Henderson Multi Sector Income Class I (JMUIX)
$50,001 - $100,000
None (or less than $201)
1.8
Apple Inc (AAPL)
$1,001 - $15,000
None (or less than $201)
1.9
Crowdstrike Holdings Inc (CRWD)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Takoma Park, Maryland
My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service.
6/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Annapolis, Maryland
Client of Global Innovation Associates LLC.
2
Washington, District of Columbia
Client of Global Innovation Associates LLC.
3
Fredericksburg, Virginia
Client of Global Innovation Associates LLC
4
Kansas City, Missouri
Client of Global Innovation Associates LLC.
5
Oakbrook Terrace, Illinois
Client of Global Innovation Associates LLC
6
Washington, District of Columbia
Client of Global Innovation Associates LLC
7
Takoma, Maryland
President

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
American University
salary
2
(S) IRA
2.1
Columbia Acorn Fund Institutional Class (ACRNX)
$15,001 - $50,000
None (or less than $201)
2.2
Fidelity Advisor® International Growth I (FIIIX)
$15,001 - $50,000
None (or less than $201)
2.3
Fidelity Advisor New Insights Fund Class I Shares (FINSX)
$50,001 - $100,000
None (or less than $201)
2.4
Goldman Sachs U.S. Equity Dividend and Premium Investor Cl (GVIRX)
$15,001 - $50,000
None (or less than $201)
2.5
MFS International Diversification Fund Class I (MDIJX)
$15,001 - $50,000
None (or less than $201)
2.6
Alaska Air Group, Inc. (ALK)
$1,001 - $15,000
None (or less than $201)
2.7
The Walt Disney Co. (DIS)
$1,001 - $15,000
None (or less than $201)
2.8
JPMorgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank (cash)
$15,001 - $50,000
None (or less than $201)
2
US credit union (cash)
$1,001 - $15,000
None (or less than $201)
3
Family Trust:
3.1
iShares S&P 500 Growth Fund (IVW)
$1,001 - $15,000
None (or less than $201)
3.2
American New World Cl F3 (FNWFX)
$1,001 - $15,000
None (or less than $201)
3.3
Invesco Global Opportunities Cl R6 (OGIIX)
$1,001 - $15,000
None (or less than $201)
3.4
John Hancock Bond Cl R6 (JHBSX)
$1,001 - $15,000
None (or less than $201)
3.5
Pgim High Yield Cl R6 (PHYQX)
$1,001 - $15,000
None (or less than $201)
3.6
Pgim Short Term Corporate Bond Cl R6 (PSTQX)
$1,001 - $15,000
None (or less than $201)
3.7
Victory Sycamore Established Value Cl R6 (VEVRX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
United Chase Visa
$10,001 - $15,000
2019
revolving
2
Kabbage Bank
$15,001 - $50,000
2020
5 year
3
M&T Bank
$15,001 - $50,000
2021
5 year
4
NewRez LLC
$250,001 - $500,000
2019
15 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
No compensation since 2017.

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