Carol Spahn
Director
Estimated Net Worth
  • estimated net worth
    $1.2 M - $2.9 M
Salary
  • salary
    Unknown
Employment
  • Started 12/13/2022

Financial Disclosure Details - OGE Form 278e (11/03/2021)

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
American Century US Government Money Market (TCRXX)
$250,001 - $500,000
None (or less than $201)
1.2
American Century OneChoice 2045 Portfolio (AROIX)
$500,001 - $1,000,000
None (or less than $201)
1.3
American Century OneChoice 2035 Portfolio (ARYIX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
IRA #2
1.1
American Century Equity Income Fund (TWEIX)
$100,001 - $250,000
None (or less than $201)
2
IRA #3
2.1
Harbor Capital Appreciation (HACAX)
$50,001 - $100,000
None (or less than $201)
2.2
Harbor Large Cap Value (HAVLX)
$15,001 - $50,000
None (or less than $201)
3
General Dynamics Corporation 401K Plan 4.0
3.1
Target Retirement 2030 Fund
$100,001 - $250,000
None (or less than $201)
4
Archdiocese of Washington 403(b)
4.1
T. Rowe Price Retirement 2030 Fund Class R (RRTCX)
$1,001 - $15,000
None (or less than $201)
5
IRA #4

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union money market account (cash)
$100,001 - $250,000
Interest
$1,001 - $2,500
2
U.S. credit union (cash)
$15,001 - $50,000
None (or less than $201)
3
US brokerage account (cash)
$1,001 - $15,000
None (or less than $201)
4
American States Water Co. (AWR)
$1,001 - $15,000
None (or less than $201)
5
DTE Energy Co. (DTE)
$1,001 - $15,000
None (or less than $201)
6
Consolidated Edison, Inc. (ED)
$1,001 - $15,000
None (or less than $201)
7
Newmont Corp. (NEM)
$1,001 - $15,000
Dividends
$201 - $1,000
8
Exxon Mobil Corp. (XOM)
$1,001 - $15,000
Dividends
$201 - $1,000
9
Johnson & Johnson (JNJ)
$1,001 - $15,000
Dividends
$201 - $1,000
10
Occidental Petroleum Corp. (OXY)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Freedom Mortgage
$15,001 - $50,000
2010
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
fully paid off in 2020.

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