Benjamin K. Olson
Senior Associate Director for Consumer Protection & Supervision
Estimated Net Worth
- $6.1 M - $12.6 M
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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