David J. Kostelancik
Estimated Net Worth
- $290 K - $926 K
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (08/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Fairfax, Virginia | Co-Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) | $1,001 - $15,000 | 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 | Beneficiary IRA | |||
1.1 | Cohen & Steers Realty Shares, Inc Class L Shares (CSRSX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Emerging Markets Portfolio Institutional Class Shares (DFEMX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Emerging Markets Small Cap Portfolio Institutional Class Shares (DEMSX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | DFA International Value Portfolio Institutional Class Shares (DFIVX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | DFA One-Year Fixed Income Portfolio Institutional Class Shares (DFIHX) | $50,001 - $100,000 | None (or less than $201) | |
1.6 | US Large Cap Value Portfolio Institutional Class Shares (DFLVX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | US Large Company Portfolio Institutional Class Shares (DFUSX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | US Micro Cap Portfolio Institutional Class Shares (DFSCX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | US Small Cap Value Portfolio Institutional Class Shares (DFSVX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Vanguard Acct Joint | |||
1.1 | Vanguard Total Bond Market Index Fund Adm. Shares | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard Account - Joint 2 | |||
2.1 | Vanguard Balanced Index Fund Investor Shares | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard International Growth Fund Investor Shares | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard LifeStrategy Income Fund | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. credit union account (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | VA 529 College Savings Plan, no remaining assets | None (or less than $1,001) | Cash Distributions | $4,080 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Wells Fargo Bank | $250,001 - $500,000 | 1997 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
5 | 1 | Inherited by spouse in December 2020 as beneficiary, after the death of her mother. |
8 | 1 | Interest rate adjusted by Wells Fargo several times, most recently 2013 at 3.7% |
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