Brian P. McKeon
Deputy Secretary for Management & Resources (Departed Administration)
Estimated Net Worth
- $38 K - $220 K
Salary
- Unknown
Employment
- Departed 12/31/2022
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (04/23/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | National Security/Foreign Policy team | 1/2021 | |
2 | Washington, District of Columbia | Senior Director | 3/2021 | |
3 | San Francisco, California | Consultant | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | PT Fund, Inc. | Salary | $12,641 | |
2 | IRA | |||
2.1 | Vanguard Growth Index Fund Admiral Shares | $15,001 - $50,000 | None (or less than $201) | |
3 | University of Pennsylvania (represents two 403(b) plans listed below) | |||
3.1 | Vanguard Institutional Target Retirement 2030 Fund | $1,001 - $15,000 | None (or less than $201) | |
3.2 | CREF SOCIAL CHOICE ACCOUNT R3 | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Philadelphia, Pennsylvania | There are three 403(b) Defined Contribution plans: A "Basic Plan, "Matching Plan" and a "Supplemental Retirement Annuity Plan." I will continue to participate in these defined contribution plans. The sponsor of the plans is not making further contributions since my separation from employment with the University. The amount of funds in the Basic Plan is below the $1,000 threshold. | 8/2018 | |
2 | Washington, District of Columbia | I was on unpaid leave. I resigned my position, and therefore terminated my employment relationship, prior to my appointment to my current position. | 10/2019 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | $15,001 - $50,000 | $5,001 - $15,000 | |
2 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $1,001 - $15,000 | $2,501 - $5,000 | |
3 | Vanguard FTSE Europe ETF (VGK) | $1,001 - $15,000 | $201 - $1,000 | |
4 | ARK Innovation ETF (ARKK) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
6 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
7 | Invesco Solar ETF (TAN) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 09/16/2021 | $1,001 - $15,000 |
2 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 10/18/2021 | $1,001 - $15,000 |
3 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 11/30/2021 | $1,001 - $15,000 |
4 | Vanguard 500 Index Fund Admiral Shares (VFIAX) | Sale | 12/06/2021 | $1,001 - $15,000 |
5 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Sale | 09/20/2021 | $1,001 - $15,000 |
6 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Sale | 10/19/2021 | $1,001 - $15,000 |
7 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Sale | 10/25/2021 | $1,001 - $15,000 |
8 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | Sale | 11/11/2021 | $1,001 - $15,000 |
9 | Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV) | Sale | 03/18/2021 | $1,001 - $15,000 |
10 | Vanguard Extended Duration Treasury Index Fund ETF Shares (EDV) | Sale | 09/16/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PNC Bank | $500,001 - $1,000,000 | 2019 | 10 year fixed/Then converts to ARM for remaining 20 years |
2 | PNC Bank | $100,001 - $250,000 | 2019 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 12 | On April 14, 2021, management of the University of Pennsylvania Matching Plan (referenced in Part 2) was switched from Vanguard to TIAA. I had no role in this decision. On that date, the new fund manager (TIAA) changed the investment from Vanguard Wellington Fund to the Vanguard Institutional Target Retirement 2030 fund. |
7 | 13 | See endnote to item 12. |
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