Brett York
Deputy Tax Legislative Counsel
Estimated Net Worth
- $417 K - $1.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/10/2024)
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 | General Electric Company, defined benefit plan (value not readily ascertainable) eligible for approximately $3,000 per month at age 65 | None (or less than $201) | ||
2 | Rollover IRA | |||
2.1 | Vanguard 500 Index Admiral Shares (VFIAX) | $250,001 - $500,000 | None (or less than $201) | |
3 | Roth IRA | |||
3.1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | Rollover IRA Brokerage Account | |||
4.1 | General Electric Stock (GE) | $50,001 - $100,000 | None (or less than $201) | |
4.2 | WABTEC Stock (WAB) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | GE Healthcare (GEHC) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | General Electric Company defined benefit plan | Boston, Massachusetts | I will continue to participate in defined benefit plan, neither me nor the plan sponsor have made contributions to it since I left the company. | 9/2007 |
2 | Washington, District of Columbia | I have an agreement for future employment at PWC after I separate from federal service. | 5/2024 |
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 | T ROWE PRICE IRA | |||
1.1 | T Rowe Price Retirement 2035 Fund (TRRJX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Falls Church City School System | Salary | ||
3 | Valpak | Salary |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard 529 - US Stock Portfolio | |||
1.1 | Vanguard 500 Index Portfolio | $15,001 - $50,000 | None (or less than $201) | |
2 | US bank account #1 (cash account) | $15,001 - $50,000 | None (or less than $201) | |
3 | US bank account #2 (cash account) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
4 | US bank account #3 (cash account) | $1,001 - $15,000 | Interest | $201 - $1,000 |
5 | US bank account #4 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
6 | US bank account #5 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
7 | UBS Brokerage Account | |||
7.1 | General Electric stock (GE) | $1,001 - $15,000 | None (or less than $201) | |
8 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 06/05/2024 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
1 | New York State Bar Association | New York, New York | $1032 |
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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