Allison Fultz
Fra Chief Counsel
Estimated Net Worth
- $2.3 M - $5.1 M
Salary
- Unknown
Employment
- Started 09/26/2021
Financial Disclosure Details - OGE Form 278e (05/15/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 9/2021 | |
2 | Chevy Chase, MD, Maryland | Board Member | Present | |
3 | North Bethesda, Maryland | Board Member | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Kaplan Kirsch & Rockwell LLP (law firm) | Partnership Share | $318,750 | |
2 | Kaplan Kirsch & Rockwell LLP capital account | $15,001 - $50,000 | Capital account was liquidated and paid out when I left the firm. | $36,738 |
3 | Roth IRA | |||
3.1 | SDY | $50,001 - $100,000 | $2,501 - $5,000 | |
3.2 | ASPCX | $100,001 - $250,000 | $2,501 - $5,000 | |
3.3 | GBLAX | $100,001 - $250,000 | $2,501 - $5,000 | |
4 | Kaplan Kirsch & Rockwell LLP | |||
4.1 | NAESX | $100,001 - $250,000 | $1,001 - $2,500 | |
4.2 | VTINX | $500,001 - $1,000,000 | $2,501 - $5,000 | |
5 | Vanguard Target Retirement 2025 Fund Investor Class Shares (VTTVX) | $250,001 - $500,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Capital account has been paid out. | 1/2013 | |
2 | Denver, Colorado | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 2/2007 |
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 | SAL Roth IRA | |||
1.1 | ODMAX | $1,001 - $15,000 | $201 - $1,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Columbia Balanced Fund Class C Shares (CBLCX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | First EagleGlobal Fund Class C Shares (FESGX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Fidelity Advisor New Insights Fund Class A Shares (FNIAX) | $250,001 - $500,000 | $5,001 - $15,000 | |
4 | American FundsGlobal Balanced Fund Class A Shares (GBLAX) | $100,001 - $250,000 | $1,001 - $2,500 | |
5 | American FundsGlobal Balanced Fund Class F1 Shares (GBLEX) | $50,001 - $100,000 | $1,001 - $2,500 | |
6 | iShares Core S&P Small-Cap ETF (IJR) | $15,001 - $50,000 | $201 - $1,000 | |
7 | Columbia Contrarian Core Fund Class C Shares (LCCCX) | $50,001 - $100,000 | $1,001 - $2,500 | |
8 | SPDR S&P MidCap 400 ETF (MDY) | $100,001 - $250,000 | $2,501 - $5,000 | |
9 | Oakmark International Fund Investor Class Shares (OAKIX) | $15,001 - $50,000 | $201 - $1,000 | |
10 | Oakmark Fund Investor Class Shares (OAKMX) | $15,001 - $50,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | ubs | $250,001 - $500,000 | 2005 | INDEFINITE |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 5 | Security held in 401(k) account |
2 | 6 | Asset held in 401(k) |
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