Financial Disclosure Details - OGE Form 278e (02/19/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Deputy Director
1/2021
2
Washington, District of Columbia
Adjunct faculty
12/2019
3
Washington, District of Columbia
Volunteer Advisor
1/2021
4
Alexandria, Virginia
Board Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State Energy & Environmental Impact Center at NYU School of Law
Salary
$100,285
2
Latham & Watkins 401k
3
Target Retirement 2040 Trust II
$15,001 - $50,000
None (or less than $201)
4
NYU Retirement Plan
4.1
TIAA Traditional
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
8/2017
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
10/2006

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Washington, District of Columbia
Salary for Deputy Director position, which oversees management of the Center.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Invariant LLC (Lobbying practice)
Salary and bonus
2
Roth IRA
2.1
Wells Fargo Omega Growth Fund Class A Shares (EKOAX)
$15,001 - $50,000
None (or less than $201)
3
Invariant LLC Retirement Plan (401k)
3.1
American Funds 2045 Target Date Retirement Fund Class R6 Shares (RFHTX)
$500,001 - $1,000,000
None (or less than $201)
4
American Heart Association, defined contribution plan
4.1
CREF Money Markets R2
$1,001 - $15,000
None (or less than $201)
4.2
TIAA Traditional
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
VCSP/College America - Child #1
1.1
Capital World Growth and Income - 529A
$50,001 - $100,000
None (or less than $201)
1.2
The Growth Fund of America-529A
$50,001 - $100,000
None (or less than $201)
1.3
Intermediate Bond Fund of America-529A
$15,001 - $50,000
None (or less than $201)
2
Virginia 529 - Child #2
2.1
2030 Portfolio
$100,001 - $250,000
None (or less than $201)
3
U.S. bank #1 (cash)
$500,001 - $1,000,000
Interest
$201 - $1,000
4
Brokerage account
4.1
Free Market Fixed Income Fund Institutional Class Shares (FMFIX)
$1,001 - $15,000
None (or less than $201)
4.2
Free Market US Equity Fund Institutional Class Shares (FMUEX)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2018
30 years
2
Mr. Cooper
$100,001 - $250,000
2018
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

Do you have information about Elizabeth Johnson Klein that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved