Zachary Learner
Chief Of Staff And Senior Advisor
Estimated Net Worth
- $147 K - $680 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/14/2024)
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 | Roth IRA | |||
1.1 | Vanguard Small Cap Growth ETF | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Consumer Discretionary ETF | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Vanguard Consumer Staples ETF | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vaguard FTSE Social Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Vanguard Information Technology Index Fund ETF Class Shares (VGT) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF (VOTE) | $1,001 - $15,000 | None (or less than $201) | |
2 | Florida Retirement Service | |||
2.1 | FRS US Stock Market Index Fund | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Florida Retirement Service | Tallahassee, Florida | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/2009 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | The Walt Disney Co. (DIS) | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard ESG US Stock ETF (ESGV) | $1,001 - $15,000 | None (or less than $201) | |
3 | VanguardGlobal ESG Select Stock Fund Investor Shares (VEIGX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | $1,001 - $15,000 | None (or less than $201) | |
5 | Vanguard ESG International Stock ETF (VSGX) | $1,001 - $15,000 | None (or less than $201) | |
6 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
7 | Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | |
8 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | $201 - $1,000 | |
9 | Fidelity ZERO Extended Market Index Fund (FZIPX) | $15,001 - $50,000 | None (or less than $201) | |
10 | Innovative Industrial Properties, Inc. (IIPR) | $1,001 - $15,000 | None (or less than $201) |
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 | ||
Do you have information about Zachary Learner that is missing from this database?
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