Aaron Santa Anna
Associate General Counsel Legislation And Regulations
Estimated Net Worth
- $83 K - $599 K
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 |
Do you have information about Aaron Santa Anna that is missing from this database?
Drop us a line at [email protected].