Appointee - David S. Ferriero

David S. Ferriero

Archivist of the United States (Departed Administration)

Estimated Net Worth

Salary

Employment

Departed Administration

Records

Financial Disclosure Details - OGE Form 278e (05/11/2021)

#	Organization	City	Position	To
Nothing reported in this section

#	Description	Value	Income Type	Income Amount
1	New York State/Local Retirement System - Defined Benefit Plan		Monthly payments of $1,703.68.	$20,444
2	Massachusetts Institute of Technology Basic Retirement Plan - Defined Benefit Plan		Monthly payments of $1,026.	$12,312

#	Employer Or Party	City	Status And Terms	Date
1	New York State/Local Retirement System; State Comptroller	Albany, New York	Defined Benefit Plan. Filer began receiving pension payments of $1,703.68/month in October 2017. Total value of Plan is not readily ascertainable.	9/2004
2	Massachusetts Institute of Technology Basic Retirement Plan - Defined Benefit Plan	Cambridge, Massachusetts	Defined Benefit Plan. Filer began receiving pension payments of $1,026/month in June 2019. Total value of Plan is not readily ascertainable.	/1972

#	Source	City	Duties
Nothing reported in this section

#	Description	Value	Type	Amount
1	Fidelity Rollover IRA	$50,001 - $100,000	Cash distributions	$2,857
1.1	FDIC Insured Deposit at Fifth Third Bank	$50,001 - $100,000	Interest	$201 - $1,000
2	TIAA-CREF Defined Contribution Plans	Over $1,000,000	Cash distributions	$47,256
2.1	TIAA Traditional	$100,001 - $250,000	Interest	$5,001 - $15,000
2.2	CREF Stock Fund Cl R2 QCSTPX	$500,001 - $1,000,000		None (or less than $201)
2.3	CREF Money Market Fund Cl R3 QCMMIX	$100,001 - $250,000		None (or less than $201)
2.4	Vanguard Institutional Target Retirement 2015 Fund Inst Cl VITVX	$15,001 - $50,000		$201 - $1,000
2.5	Vanguard Target Retirement Income Trust Select	$100,001 - $250,000		None (or less than $201)

#	Description	Value	Type	Amount
1	Art Collection - Works on paper, oils, canvas	$250,001 - $500,000		None (or less than $201)
2	Merrill Lynch Bank Deposit Program	$15,001 - $50,000		None (or less than $201)
3	Bank of America Preferred Deposit Account	None (or less than $1,001)		None (or less than $201)
4	Chevron Corporation Stock CVX	None (or less than $1,001)	Dividends	$201 - $1,000
5	Cincinnati Bell Inc. Preferred Series B Stock CBBPRB	$1,001 - $15,000	Dividends	$201 - $1,000
6	Constellation Brands, Inc. Stock STZ	$50,001 - $100,000	Dividends	$201 - $1,000
7	Eaton Corporation PLC Stock ETN	$15,001 - $50,000	Dividends	$201 - $1,000
8	Honeywell International Inc. Stock HON	$15,001 - $50,000	Dividends	$201 - $1,000
9	Johnson and Johnson Services, Inc. Stock JNJ	$50,001 - $100,000	Dividends	$1,001 - $2,500
10	Motorola Solutions, Inc. Stock MSI	$500,001 - $1,000,000	Dividends Capital Gains	$50,001 - $100,000

#	Description	Type	Date	Amount
1	Wells Fargo and Company Bonds SER N 2.15% - REDEEMED		01/30/2020	$100,001 - $250,000
2	CD - First Republic Bank	Purchase	01/31/2020	$15,001 - $50,000
3	Raytheon Company Stock RTN	Purchase	02/03/2020	$1,001 - $15,000
4	Microsoft Corporation Stock MSFT	Purchase	02/03/2020	$1,001 - $15,000
5	Unilever PLC ADR Stock UL	Purchase	02/03/2020	$15,001 - $50,000
6	Goldman Sachs Group, Inc. Corporate Bonds Ser D 6.00% Jun 15 2020	Purchase	02/03/2020	$100,001 - $250,000
7	Motorola Solutions, Inc. Stock MSI	Sale	02/28/2020	$100,001 - $250,000
8	Unilever PLC ADR Stock UL	Sale	02/28/2020	$15,001 - $50,000
9	Citigroup Inc. Bonds 5.375% Aug 09 2020	Purchase	03/03/2020	$100,001 - $250,000
10	Disney Company Stock DIS	Sale	03/20/2020	$15,001 - $50,000

#	Creditor	Amount	Incurred	Term
1	BB&T Bank, Winston-Salem, NC	$50,001 - $100,000		ARM

#	Source Name	City	Description	Value
Nothing reported in this section

Section	#	Description
2	1	Value not readily ascertainable. Filer began receiving benefits in October 2017.
2	2	Value is not readily ascertainable. Filer began receiving benefits in June 2019.
5	2	Aggregates TIAA-CREF plans for former employers WGBH, Boston, MA and UNC at Chapel Hill/UNC-TV.
5	2.2	Note for future years - this fund does not declare or reinvest dividends or capital gains.
5	2.3	Note for future years - this fund does not declare or reinvest dividends or capital gains.
5	2.5	New in 2020. All monies in spouse's Vanguard Target Retirement Income Trust Plus - see 2020 annual and this year's transactions - were transferred to this fund pursuant to changes made by UNC plan administrators. Note for future years - this fund does not declare or reinvest dividends or capital gains.
6	2	Merrill Lynch's Bank Deposit Program is with Bank of America. Cash account.
6	3	Cash account. Listed for tracking purposes.
6	4	All sold, asset not held as of 12/31/2020.
6	10	One partial sale and one gift of stock during 2020 - see transactions. Valuation decrease from 2020 annual report due to above transactions.

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