Alicia C. O'Brien
Senior Counsel, Special Assistant to the President
Estimated Net Worth
  • estimated net worth
    $3.3 M - $7.1 M
Salary
  • salary
    $130 K

Financial Disclosure Details - OGE Form 278e (05/03/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Partner
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
Fidelity Capital & Income Fund (FAGIX)
None (or less than $1,001)
None (or less than $201)
1.2
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)
$15,001 - $50,000
None (or less than $201)
1.3
Strategic Advisers Fidelity US Total Stock Fund (FCTDX)
$250,001 - $500,000
None (or less than $201)
1.4
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity SAIEmerging Markets Index Fund (FERGX)
$1,001 - $15,000
None (or less than $201)
1.6
Strategic Advisers FidelityEmerging Markets Fund (FGOMX)
$15,001 - $50,000
None (or less than $201)
1.7
Fidelity SAI Inflation-Focused Fund (FIFGX)
$1,001 - $15,000
None (or less than $201)
1.8
Strategic AdvisersFidelity Core Income Fund (FIWGX)
$15,001 - $50,000
None (or less than $201)
1.9
Fidelity Real Estate Investment Portfolio (FRESX)
$1,001 - $15,000
None (or less than $201)

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
Capital One Services LLC
Salary, Bonus
2
Capital One, unvested restricted stock units
$50,001 - $100,000
None (or less than $201)
3
Capital One, ESPP account
$1,001 - $15,000
Capital Gains
$15,001 - $50,000
4
Capital One, 401(k) Plan
4.1
State Street S&P 500 Index Fund Class N Shares (SVSPX)
$500,001 - $1,000,000
None (or less than $201)
5
IRA #1
5.1
Fidelity SAI Inflation-Focused Fund (FIFGX)
$1,001 - $15,000
None (or less than $201)
5.2
Fidelity Real Estate Investment Portfolio (FRESX)
$1,001 - $15,000
None (or less than $201)
5.3
Fidelity Capital & Income Fund (FAGIX)
None (or less than $1,001)
None (or less than $201)
5.4
Fidelity SAI High Income Fund (FSHGX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Massachusetts Mutual Life Insurance Company Whole Life Legacy 20 Pay
$500,001 - $1,000,000
None (or less than $201)
2
Massachusetts Mutual Life Insurance Company Whole Life Legacy 20 Pay
$500,001 - $1,000,000
None (or less than $201)
3
DC 529 #1
3.1
US Total Stock Market Index Portfolio
$100,001 - $250,000
None (or less than $201)
4
DC 529 #2
4.1
US Total Stock Market Index Portfolio
$50,001 - $100,000
None (or less than $201)
5
DC 529 #3
5.1
US Total Stock Market Index Portfolio
$100,001 - $250,000
None (or less than $201)
6
DC 529 #4
6.1
US Total Stock Market Index Portfolio
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Amazon.com, Inc. (AMZN)
Sale
06/15/2021
$100,001 - $250,000
2
American Airlines Group, Inc. (AAL)
Sale
06/15/2021
$1,001 - $15,000
3
Alibaba Group (BABA)
Sale
06/15/2021
$1,001 - $15,000
4
The Bank of New York Mellon Corporation (BK)
Sale
06/15/2021
$15,001 - $50,000
5
Bank of America Corp. (BAC)
Sale
06/15/2021
$15,001 - $50,000
6
Boeing, Inc (BA)
Sale
06/15/2021
$15,001 - $50,000
7
Exxon Mobil Corp (XOM)
Sale
06/15/2021
$1,001 - $15,000
8
Meta (FB)
Sale
06/15/2021
$15,001 - $50,000
9
General Motors Co (GM)
Sale
06/15/2021
$15,001 - $50,000
10
International Business Machines (IBM)
Sale
06/15/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$250,001 - $500,000
2006
20 years
2
U.S. Department of Education
$15,001 - $50,000
2002
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
7
1
Divestiture per filer's federal employment
7
2
Divestiture per filer's federal employment
7
3
Divestiture per filer's federal employment
7
4
Divestiture per filer's federal employment
7
5
Divestiture per filer's federal employment
7
6
Divestiture per filer's federal employment
7
7
Divestiture per filer's federal employment
7
8
Divestiture per filer's federal employment
7
9
Divestiture per filer's federal employment
7
10
Divestiture per filer's federal employment

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