Alanna McCargo
Senior Advisor for Housing Finance, Office of the Secretary
Estimated Net Worth
  • estimated net worth
    $2.2 M - $4.0 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (08/02/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, DC, District of Columbia
Vice President
1/2021
2
Washington, District of Columbia
Board Member
1/2021
3
Arlington, Virginia
Board Member
1/2021
4
Washington, District of Columbia
Advisory Council Member
12/2020
5
Washington, District of Columbia
Board Member
6/2020
6
Falls Church, Virginia
Trustee
Present
7
Falls Church, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Urban Institute
Salary/Bonus, includes Annual Bonus of $2000
$206,106
2
Rollover IRA
2.1
Dodge & Cox Income Fund (DODIX)
$50,001 - $100,000
None (or less than $201)
2.2
T. Rowe Price Retirement 2040 TRRDX
$15,001 - $50,000
None (or less than $201)
2.3
T. Rowe Price Retirement 2035 TRRJX
$100,001 - $250,000
None (or less than $201)
2.4
U.S. brokerage account (cash)
$100,001 - $250,000
None (or less than $201)
2.5
U.S. brokerage account (cash)
$15,001 - $50,000
None (or less than $201)
2.6
APPL Apple
$1,001 - $15,000
None (or less than $201)
2.7
Invesco Ultra Short Duration ETF (GSY)
$50,001 - $100,000
None (or less than $201)
2.8
NIKE, Inc. (NKE)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I intend to rollover my defined contribution plan to an individual retirement account. My former employer no longer makes contributions to the plan.
6/2016

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, DC, District of Columbia
Vice President

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
ARServices Limited (Government Contracting Firm))
Over $1,000,000
salary
2
Individual Roth IRA
2.1
Voya Intermediate Bond Fund CI (iicix)
$1,001 - $15,000
None (or less than $201)
2.2
Brown Advisory Small Cap Growth Fund CI
$15,001 - $50,000
None (or less than $201)
2.3
Brown Advisory Sustainable Growth Fund CI Inst
$1,001 - $15,000
None (or less than $201)
3
Rollover IRA
3.1
First American Gov't Obligations Fund
$1,001 - $15,000
None (or less than $201)
3.2
iShares TIPS Bond ETF (TIP)
$1,001 - $15,000
None (or less than $201)
3.3
Voya Intermediate Bond CI iicix
$50,001 - $100,000
None (or less than $201)
3.4
Brown Advisory Small-Cap Growth Fund CI Inv (biasx)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. brokerage account (cash)
$50,001 - $100,000
None (or less than $201)
2
U.S. brokerage account
2.1
U.S. brokerage account (cash)
$1,001 - $15,000
Interest
$1,001 - $2,500
2.2
Apple, Inc. (AAPL)
$1,001 - $15,000
Dividends Capital Gains
$2,501 - $5,000
2.3
Invesco Ultra Short Duration ETF (GSY)
$50,001 - $100,000
None (or less than $201)
2.4
NIKE, Inc. (NKE)
$1,001 - $15,000
None (or less than $201)
2.5
Starbucks Corp. (SBUX)
$1,001 - $15,000
None (or less than $201)
2.6
Two Harbors Investment Corp. (TWO)
None (or less than $1,001)
None (or less than $201)
3
U.S. bank #1 (cash)
$15,001 - $50,000
None (or less than $201)
4
U.S. bank #2 (cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Rocket Mortgage
$250,001 - $500,000
2020
15 yrs
2
Caliber Home Loans
$250,001 - $500,000
2016
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
2
Mortgage was paid off during CY 2020

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