Aaron Santa Anna
Associate General Counsel Legislation And Regulations
Estimated Net Worth
  • estimated net worth
    $83 K - $599 K
Salary
  • salary
    Unknown
Employment
  • Started 07/11/2019

Financial Disclosure Details - OGE Form 278e (05/10/2024)

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
First Command IRA
1.1
JOHCM International Select Class 1 (JOHIX)
$1,001 - $15,000
None (or less than $201)
1.2
Artisan International Value (APDKX)
$1,001 - $15,000
None (or less than $201)
1.3
MFS Mid-Cap Growth Fund Class I (OTCIX)
$1,001 - $15,000
None (or less than $201)
1.4
Ishares TR Core S&P 500 ETF (IVV)
$1,001 - $15,000
None (or less than $201)
1.5
Ishares TR Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
1.6
MFS Global Real Estate (MGLIX)
None (or less than $1,001)
$201 - $1,000
1.7
Neuberger Berman Large Cap Value Fund Class R3 Shares (NPNRX)
$1,001 - $15,000
None (or less than $201)
1.8
Principle Mid-Cap Value Fund (PVMIX)
$1,001 - $15,000
$201 - $1,000
1.9
T Rowe Price International Equity Index Fund (PIEQX)
$1,001 - $15,000
$201 - $1,000

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
Vanguard IRA
1.1
Equity Income Fund (VEIPX)
$1,001 - $15,000
None (or less than $201)
1.2
European Stock Index (VEURX)
$1,001 - $15,000
None (or less than $201)
1.3
Prime Money Mkt Fund (VMMXX)
$1,001 - $15,000
None (or less than $201)
1.4
PRIMECAP Fund (VPMCX)
$1,001 - $15,000
None (or less than $201)
1.5
U.S. Growth Fund (VWUSX)
$1,001 - $15,000
None (or less than $201)
1.6
500 Index Fund ADM (VFIAX)
$1,001 - $15,000
None (or less than $201)
1.7
500 Index Fund Inv (VFIAX)
$1,001 - $15,000
None (or less than $201)
2
U.S. credit union (cash)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Virginia 529 #1 2018 Portfolio
None (or less than $1,001)
None (or less than $201)
2
Virginia 529 #2 2018 Portfolio
None (or less than $1,001)
None (or less than $201)
3
U.S. credit union (cash)
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Artisan Developing World Fund Advisor Class Shares (APDYX)
Sale
02/25/2023
$1,001 - $15,000
2
iShares Core Dividend Growth ETF (DGRO)
Sale
01/23/2023
$1,001 - $15,000
3
SPDR SER TR S&P 500 Growth (SPYG)
Sale
06/06/2023
$1,001 - $15,000
4
SPDR SER TR S&P 500 High Divid (SPYD)
Sale
06/06/2023
$1,001 - $15,000
5
Investco NASDAQ 100 ETF (QQQM)
Purchase
01/24/2023
$1,001 - $15,000
6
Investco S&P 500 Quality ETF (SPHQ)
Purchase
01/24/2023
$1,001 - $15,000
7
Fidelity Advisor Focus Emerging Markets (FIMKX)
Purchase
02/28/2023
$1,001 - $15,000
8
GQG Partners Emerging Markets Equity Fund (GQGIX)
Purchase
01/24/2023
$1,001 - $15,000
9
TIAA-CREF International (TCIHX)
Purchase
01/24/2023
$1,001 - $15,000
10
SPDR Portfolio S&P 500 Growth ETF (SPYG)
Purchase
01/24/2023
$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
Nothing reported in this section

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