Catherine R. Oakar
Special Assistant to the President for Public Health
Estimated Net Worth
  • estimated net worth
    $647 K - $2.0 M
Salary
  • salary
    $110 K
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (04/17/2023)

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
Public Health Institute, defined contribution plans
1.1
BlackRock Total Return Fund K
$1,001 - $15,000
None (or less than $201)
1.2
DFA International Value Portfolio Institutional
$1,001 - $15,000
None (or less than $201)
1.3
Lord Abbett Short Duration Income Fund R6
$1,001 - $15,000
None (or less than $201)
1.4
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
1.5
Vanguard S&P Mid Cap 400 Index Fund Institutional Class Sh
$1,001 - $15,000
None (or less than $201)
1.6
iShares S&P 500 Index Fund Class K
$1,001 - $15,000
None (or less than $201)
1.7
Vanguard Developed Markets Index Fund Admiral (VTMGX)
$1,001 - $15,000
None (or less than $201)
1.8
American Funds EuroPacific Growth Fund - R6 (RERGX)
$1,001 - $15,000
None (or less than $201)
1.9
TIAA Stable Value
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Oakland, California
I will continue to participate in this defined contribution plan. The plan sponsor does not make any contributions to this plan on my behalf.
3/2016
2
Arlington, Virginia
I will continue to participate in this defined contribution plan. The plan sponsor does not make any contributions to this plan on my behalf.
6/2010

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
Georgetown Preparatory School
salary, moving expenses
2
Georgetown Preparatory School, 403(b) plan
2.1
American Funds 2045 Target Date Retirement Fund Class R6 (RFHTX)
$1,001 - $15,000
None (or less than $201)
3
St. Ignatius High School, 403(b) plan #1
3.1
CREF Equity Index R1
$1,001 - $15,000
None (or less than $201)
3.2
TIAA Access TIAA-CREF Small-Cap Blend Index T4
$1,001 - $15,000
None (or less than $201)
3.3
TIAA Access TIAA-CREF International Equity Index T4
$1,001 - $15,000
None (or less than $201)
3.4
TIAA Access TIAA-CREF Large-Cap Value T4
$1,001 - $15,000
None (or less than $201)
3.5
TIAA Access TIAA-CREF Mid-Cap Growth T4
$1,001 - $15,000
None (or less than $201)
3.6
TIAA Access TIAA-CREF Mid-Cap Value T4
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank #1 (cash)
$100,001 - $250,000
None (or less than $201)
2
U.S. bank #2 (cash)
$100,001 - $250,000
None (or less than $201)
3
Family trust #1, excepted trust
None (or less than $201)
4
U.S. bank # 4 (cash)
$100,001 - $250,000
None (or less than $201)
5
Brokerage Account
5.1
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)
5.2
Invesco QQQ Trust, Series 1 (QQQ)
$100,001 - $250,000
$1,001 - $2,500
5.3
SPDR S&P MidCap 400 ETF (MDY)
$100,001 - $250,000
$1,001 - $2,500
5.4
SPDR S&P 500 ETF Trust (SPY)
$100,001 - $250,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
1
BlackRock Total Return Fund K
Purchase
11/08/2022
$1,001 - $15,000
2
iShares S&P 500 Index Fund Class K
Purchase
04/25/2022
$1,001 - $15,000
3
Lord Abbett Short Duration Income Fund R6
Sale
04/25/2022
$1,001 - $15,000
4
BlackRock Total Return Fund K
Sale
04/25/2022
$1,001 - $15,000
5
BlackRock Total Return Fund K
Sale
04/25/2022
$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
5
This brokerage account was inadvertently omitted from prior reports.

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