Alan Estevez
Under Secretary for Industry and Security
Estimated Net Worth
  • estimated net worth
    $532 K - $1.9 M
Salary
  • salary
    Unknown
Employment
  • Started 03/31/2022

Financial Disclosure Details - OGE Form 278e (05/11/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Arlington, Virginia
Specialist Executive
Present
2
Alexandria, Virginia
Member Board of Director
Present
3
Arlington, Virginia
Chair, Logistics Management Division
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Deloitte Consulting (Consulting/Advisory/Audit)
Salary/Bonus
$555,521
2
Deloitte Consulting (Consulting/Advisory/Audit), anticipated bonus
$50,001 - $100,000
None (or less than $201)
3
Schwab SEP IRA
3.1
IShares Global Comm (IXP)
$1,001 - $15,000
None (or less than $201)
3.2
ISHares MSCI USA Min Vol (USMV)
$1,001 - $15,000
None (or less than $201)
3.3
Select STR Financial
None (or less than $1,001)
None (or less than $201)
3.4
SPDR MSCI EAFE (QEFA)
$1,001 - $15,000
None (or less than $201)
3.5
SPDR Portfolio S&P 500 (SPLG)
$1,001 - $15,000
None (or less than $201)
3.6
Technology Select Sector (XLK)
$1,001 - $15,000
None (or less than $201)
3.7
Schwab Brokerage Account Cash
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Arlington, Virginia
Pursuant to firm policy, I am entitled to receive an annual year end bonus in June 2021 per firm policy in effect when I joined in June 2017. I will receive this payment before i assume the duties of my position
6/2017
2
Arlington, Virginia
I will continue to participate in this defined contribution plan after my separation, but the plan sponsor will make no further contributions after my separation
6/2017
3
Arlington, Virginia
I will continue to participate in this defined benefit plan.
6/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Arlington, Virginia
Consultant; Business development

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
American Roll On Roll Off Carrier Group (Shipping & Logistics)
consulting fees
2
E Smith Consulting (Consulting)
consulting fees
3
American Roll On Roll Off Carrier Group (Shipping & Logistics)
salary & bonus
4
Schwab Rollover IRA
4.1
Cash
$50,001 - $100,000
None (or less than $201)
4.2
ABERDEEN STNDRD GLB INFR (ASGI)
$1,001 - $15,000
None (or less than $201)
4.3
ANGEL OAK DYNMC FNCL STR (DYFN)
$1,001 - $15,000
None (or less than $201)
4.4
BLACKROCK CAP ALLOCATION (BCAT)
$1,001 - $15,000
None (or less than $201)
4.5
BLACKROCK ENHANCED INTER (BGY)
$1,001 - $15,000
None (or less than $201)
4.6
BLACKROCK INNIVAT AND GR (BIGZ)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Credit Union #1 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
2
US Bank #2 (cash)
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Pentagon Federal Credit Union
$250,001 - $500,000
2016
15 years
2
PNC
$50,001 - $100,000
2011
revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
Uncompensated
1
3
uncompensated
3
1
Pursuant to firm policy, I received payment following initial submission of my report

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