Anita B. Dunn
Assistant To The President And Senior Advisor To The President
Estimated Net Worth
  • estimated net worth
    $18.8 M - $39.9 M
Salary
  • salary
    $129 K
Employment
  • 01/01/2020 - 04/01/2023

Financial Disclosure Details - OGE Form 278e (05/15/2024)

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
IRA #1
1.1
GOLDMAN SACHS BANK USA DEPOSIT (cash)
$1,001 - $15,000
Interest
$201 - $1,000
1.2
ISHARES MSCI PACIFIC EX JAPAN ETF
$15,001 - $50,000
$201 - $1,000
1.3
VANGUARD FTSE EUROPEAN ETF ETF
$1,001 - $15,000
$201 - $1,000
1.4
ISHARES CORE MSCI EMERGING MARKETS ETF
$15,001 - $50,000
$201 - $1,000
1.5
ISHARES, INC. - ISHARES MSCI UNITED KINGDOM ETF
$15,001 - $50,000
$201 - $1,000
1.6
ISHARES, INC.MSCI JAPAN ETF MUTUAL FUND
$15,001 - $50,000
$201 - $1,000
1.7
ISHARES MSCI EUROZONE ETF
$50,001 - $100,000
$1,001 - $2,500
1.8
ISHARES CORE DIVIDEND GROWTH ETF
$15,001 - $50,000
$201 - $1,000
1.9
ISHARES CORE S&P SMALL-CAP ETF
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I continue to participate in this defined contribution plan. The employer no longer makes contributions.
9/1993

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
NYU University
Salary
2
Bob Bauer PLLC (professional consulting)
$50,001 - $100,000
Business income
3
IRA #1
3.1
U.S. TREASURY NOTE 1.625000% 05/15/2031
$15,001 - $50,000
Interest
$201 - $1,000
3.2
U.S. TREASURY NOTE 1.875000% 02/15/2032
$15,001 - $50,000
Interest
$201 - $1,000
3.3
U.S. TREASURY NOTE 0.875000% 11/15/2030
$15,001 - $50,000
Interest
$201 - $1,000
3.4
U.S. TREASURY NOTE 2.875000% 05/15/2032
$1,001 - $15,000
Interest
$201 - $1,000
3.5
U.S. TREASURY NOTE 1.500000% 02/15/2030
$15,001 - $50,000
Interest
$201 - $1,000
3.6
U.S. TREASURY NOTE 1.375000% 12/31/2028
$50,001 - $100,000
Interest
$201 - $1,000
3.7
U.S. TREASURY NOTE 0.750000% 01/31/2028
$50,001 - $100,000
Interest
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1 (cash)
$15,001 - $50,000
Interest
$1,001 - $2,500
2
Brokerage Account #1
2.1
U.S. TREASURY NOTE 3.500000% 02/15/2033
$100,001 - $250,000
Interest
$2,501 - $5,000
2.2
U.S. TREASURY NOTE 1.875000% 02/15/2032
$250,001 - $500,000
Interest
$5,001 - $15,000
2.3
U.S. TREASURY NOTE 1.250000% 08/15/2031
$100,001 - $250,000
Interest
$2,501 - $5,000
2.4
U.S. TREASURY NOTE 0.875000% 11/15/2030
$100,001 - $250,000
Interest
$1,001 - $2,500
2.5
U.S. TREASURY NOTE 1.375000% 11/15/2031
$100,001 - $250,000
Interest
$1,001 - $2,500
2.6
U.S. TREASURY NOTE 0.250000% 10/31/2025
$250,001 - $500,000
Interest
$1,001 - $2,500
2.7
U.S. TREASURY NOTE 1.750000% 11/15/2029
$100,001 - $250,000
Interest
$2,501 - $5,000
2.8
U.S. TREASURY NOTE 1.750000% 01/31/2029
$15,001 - $50,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
iShares Core Dividend Growth ETF (DGRO)
Purchase
06/16/2023
$1,001 - $15,000
2
iShares MSCIPacific ex Japan ETF (EPP)
Purchase
06/16/2023
$1,001 - $15,000
3
iShares Core S&P Small-Cap ETF (IJR)
Purchase
06/16/2023
$1,001 - $15,000
4
iShares Core S&P Small-Cap ETF (IJR)
Purchase
06/16/2023
$15,001 - $50,000
5
iShares Russell 1000 Value ETF (IWD)
Purchase
06/16/2023
$15,001 - $50,000
6
iShares MSCIPacific ex Japan ETF (EPP)
Purchase
06/28/2023
$1,001 - $15,000
7
iShares Core S&P Small-Cap ETF (IJR)
Purchase
06/28/2023
$1,001 - $15,000
8
BNY Mellon S/C Multi-Strategy Fund
Sale
11/21/2023
$15,001 - $50,000
9
iShares Core S&P Small-Cap ETF (IJR)
Sale
11/22/2023
$1,001 - $15,000
10
iShares Core S&P Mid-Cap ETF (IJH)
Purchase
11/22/2023
$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
6
13
Also has long-term care benefit

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