Zachary B Schafer
Senior Advisor For Office Of Water
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $3.3 M - $8.0 M
Salary
  • salary
    Unknown
Employment
  • Started 06/01/2021

Financial Disclosure Details - OGE Form 278e (06/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
CEO
6/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
United for Infrastructure
Salary/Bonus
$83,500
2
Inherited Roth IRA
2.1
DFA Emerging Markets Core Equity Portfolio Institutional Class (DFCEX)
$1,001 - $15,000
$201 - $1,000
2.2
DFA Emerging Markets Portfolio Institutional Class (DFEMX)
$50,001 - $100,000
$1,001 - $2,500
2.3
DFA One-Year Fixed Income Portfolio Institutional Class (DFIHX)
$100,001 - $250,000
None (or less than $201)
2.4
DFA International Small Company Portfolio Institutional Class (DFISX)
$1,001 - $15,000
$201 - $1,000
2.5
DFA International Value Portfolio Institutional Class (DFIVX)
$100,001 - $250,000
$2,501 - $5,000
2.6
DFA U.S. Large Cap Value Portfolio Institutional Class (DFLVX)
$100,001 - $250,000
$5,001 - $15,000
2.7
DFA Real Estate Securities Portfolio Institutional Class (DFREX)
$15,001 - $50,000
$1,001 - $2,500
2.8
DFA U.S. Micro Cap Portfolio Institutional Class (DFSCX)
$50,001 - $100,000
$5,001 - $15,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
Plimoth Patuxet Museums
salary, bonus
2
Roth IRA (Fidelity)
2.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Contrafund (FCNTX)
$15,001 - $50,000
$2,501 - $5,000
2.3
Fidelity Emerging Markets Fund (FEMKX)
$1,001 - $15,000
$1,001 - $2,500
2.4
Fidelity GNMA Fund (FGMNX)
$1,001 - $15,000
None (or less than $201)
2.5
Fidelity Large Cap Stock Fund (FLCSX)
$1,001 - $15,000
$1,001 - $2,500
2.6
Fidelity Low Priced Stock Fund (FLPSX)
$1,001 - $15,000
$1,001 - $2,500
2.7
Fidelity Mid Cap Stock Fund (FMCSX)
$1,001 - $15,000
$1,001 - $2,500
2.8
Fidelity OTC Portfolio (FOCPX)
$15,001 - $50,000
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
my529 (Utah)
1.1
DFA Global Equity Portfolio (UTDGX)
$100,001 - $250,000
$5,001 - $15,000
2
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
4
U.S. bank #3 (cash/MMA)
$50,001 - $100,000
$201 - $1,000
5
U.S. bank #4 (CD)
$1,001 - $15,000
Interest
$201 - $1,000
6
Filer Investment Account #1
6.1
Vanguard 500 Index Admiral (VFIAX)
$250,001 - $500,000
$5,001 - $15,000
6.2
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)
6.3
U.S. financial institution (cash account)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Exchanged TDA Cash Fund for TDA Money Market Fund (Filer Investment Account #1)
Exchange
06/22/2021
$1,001 - $15,000
2
Vanguard 500 Index Admiral - Dividend to cash, cash reinvested (Filer Investment Account #1)
Purchase
06/29/2021
$1,001 - $15,000
3
DFA Tax Managed US Marketwide Portfolio - Dividend to cash, cash reinvested (Filer Investment Account #1)
Purchase
06/29/2021
$1,001 - $15,000
4
DFA International Value Portfolio - Dividend to cash, cash reinvested (Inherited Roth IRA)
Purchase
06/29/2021
$1,001 - $15,000
5
Exchanged TDA Cash Fund for TDA Money Market Fund (Filer Investment Account #1)
Exchange
06/30/2021
$1,001 - $15,000
6
Exchanged TDA Cash Fund for TDA Money Market Fund (Inherited Roth IRA)
Exchange
06/30/2021
$1,001 - $15,000
7
Exchange - DFA Tax Managed International Value Portfolio (Merged Out) for Dimensional International Value ETF (Merged In) (Filer Investment Account #1)
Exchange
09/13/2021
$50,001 - $100,000
8
Vanguard 500 Index Admiral - Dividend to cash, cash reinvested (Filer Investment Account #1)
Purchase
09/29/2021
$1,001 - $15,000
9
DFA Tax Managed U.S. Marketwide Value Portfolio - dividend to cash, cash reinvested (Filer Investment Account #1)
Purchase
09/29/2021
$1,001 - $15,000
10
Exchanged TDA Cash Fund for TDA Money Market Fund (Filer Investment Account #1)
Exchange
09/30/2021
$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
3
Individual assets are below the regulatory reporting threshold.
2
5
Account still open but all assets converted to Roth IRA in 2021.
6
6.6
DFAS (formerly DFTSX)
6
6.8
DFA changed fund from DTMIX (previous filing) to DFIV.
6
6.12
DFAT formerly DTMVX
6
6.16
DFA changed fund name/symbol - formerly was DTMMX, now DFMVX.
7
14
Merged into trust from grantor account
7
15
Merged in from grantor account

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