Benjamin K. Olson
Senior Associate Director for Consumer Protection & Supervision
Estimated Net Worth
  • estimated net worth
    $6.1 M - $12.6 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (01/15/2023)

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
Capital One Financial Corp. 401k
1.1
BlackRock LifePath 2040 Index Fund (LIKIX)
$500,001 - $1,000,000
None (or less than $201)
2
IRA #1
2.1
Vanguard Targeted Retirement 2040 (VFORX)
$250,001 - $500,000
None (or less than $201)
3
IRA #2 (Roth)
3.1
COMM SERVICES SELECT SECTOR SPDR ETF (XLC)
$1,001 - $15,000
None (or less than $201)
3.2
INVESCO QQQ TRUST ETF (QQQ)
$1,001 - $15,000
None (or less than $201)
3.3
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG)
$1,001 - $15,000
None (or less than $201)
3.4
ISHARES CORE S&P MIDCAP ETF (IJH)
$1,001 - $15,000
None (or less than $201)
3.5
ISHARES CORE S&P SMALL-CAP ETF (IJR)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
McLean, Virginia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2019

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
Johns Hopkins University
salary
2
John Hopkins University, 401(k) plan:
2.1
Vanguard LifeStrategy Growth Fund (VASGX)
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Institutional Target Retirmnt 2040 Fund (VIRSX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account #1
$1,001 - $15,000
Dividends
$1,001 - $2,500
2
U.S. bank #1 (cash)
$250,001 - $500,000
Interest
$201 - $1,000
3
U.S. bank #2 (cash)
$1,001 - $15,000
Interest
None (or less than $201)
4
Maryland 529 College Savings Plan
4.1
Maryland 529 College Saving Portfolio for Education Today
$50,001 - $100,000
None (or less than $201)
5
Maryland 529 College Savings Plan
5.1
Maryland 529 College Savings Portfolio 2024
$50,001 - $100,000
None (or less than $201)
6
Vanguard Total Bond Market Index Fund Admiral (VBTLX)
$50,001 - $100,000
$5,001 - $15,000
7
Vanguard 500 Index Fund Admiral (VFIAX)
$250,001 - $500,000
$15,001 - $50,000
8
U.S. bank #3 (cash)
None (or less than $1,001)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
PGIM Absolute Return Bond Fund Class Z Shares (PADZX)
Sale
12/28/2022
$1,001 - $15,000
2
PGIM Absolute Return Bond Fund Class Z Shares (PADZX)
Sale
12/28/2022
$50,001 - $100,000
3
iShares Core Total USD Bond Market ETF (IUSB)
Purchase
12/29/2022
$50,001 - $100,000
4
Virtus KAR Small-Cap Growth Fund Class I Shares (PXSGX)
Sale
12/09/2022
$15,001 - $50,000
5
iShares Russell 2000 Growth ETF (IWO)
Purchase
12/12/2022
$15,001 - $50,000
6
WILMINGTON INTERNATIONAL FUND-I
Purchase
12/13/2022
$1,001 - $15,000
7
Nuveen High Yield Municipal Bond Fund Class I Shares (NHMRX)
Purchase
12/15/2022
$1,001 - $15,000
8
wilmington global alpha equities fund
Purchase
12/15/2022
$1,001 - $15,000
9
BlackRock Event Driven Equity Fund Institutional Shares (BILPX)
Purchase
12/15/2022
$1,001 - $15,000
10
baillie gifford emerging markets class k
Purchase
12/15/2022
$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
1
Accounts contains only cash
6
11
There are no substantive changes to the underlying trust assets from prior disclosures, however, this year's report adopts a new strategy of breaking out separate sub-accounts within the trust for ease of reporting.
6
14
The holdings of this trust account were inadvertently omitted from last year's report.
6
15
Consistent with the endnote to Trust #1, this reflects this year's report's new strategy of breaking out separate sub-accounts within the trust for ease of reporting.
7
26
Updated: This sale should instead reflect a sale of iShares Core S&P 500 Growth ETF (IVW), not IVV.
7
28
Updated: This purchase of T Rowe Price Large-Cap Growth Fund Investor Class Share (TRGOX) should instead reflect a purchase of T Rowe Price Large-Cap Growth Fund Class I (TRLGX).
7
86
This purchase was made by the investment advisor managing this trust contrary to prior instructions that the trust could not own any bank stocks. The purchase was discovered by the filer on September 7, 2022 when reviewing the August monthly statement. That same day, the filer instructed the advisor to sell the stock and to take steps to ensure compliance going forward, and the advisor acknowledged receipt and sold the stock.
7
87
Stock sold immediately upon discovery by filer. As noted with respect to the purchase of this stock, the purchase was made by the investment advisor managing this trust contrary to prior instructions that the trust could not own any bank stocks. The purchase was discovered by the filer on September 7, 2022 when reviewing the August monthly statement. That same day, the filer instructed the advisor to sell the stock and to take steps to ensure compliance going forward, and the advisor acknowledged receipt and sold the stock.
7
88
This purchase was made by the investment advisor managing this trust contrary to prior instructions that the trust could not own any bank stocks. The purchase was discovered by the filer on September 7, 2022 when reviewing the August monthly statement. That same day, the filer instructed the advisor to sell the stock and to take steps to ensure compliance going forward, and the advisor acknowledged receipt and sold the stock.
7
89
Stock sold immediately upon discovery by filer. As noted with respect to the purchase of this stock, the purchase was made by the investment advisor managing this trust contrary to prior instructions that the trust could not own any bank stocks. The purchase was discovered by the filer on September 7, 2022 when reviewing the August monthly statement. That same day, the filer instructed the advisor to sell the stock and to take steps to ensure compliance going forward, and the advisor acknowledged receipt and sold the stock.

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