Elizabeth W. Wilkins
Director
Estimated Net Worth
  • estimated net worth
    $1.1 M - $2.9 M
Salary
  • salary
    $130 K
Employment
  • Started 02/01/2022

Financial Disclosure Details - OGE Form 278e (10/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
WASHINGTON, District of Columbia
SENIOR ADVISOR TO THE CHIEF OF STAFF
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
PT FUND, Inc.
Salary
$7,123
2
Small IRA
2.1
ISHARES MSCI KLD 400 SCL ETF
$1,001 - $15,000
None (or less than $201)
3
Medium IRA
3.1
VANGUARD 500 INDX ADMIRAL
$15,001 - $50,000
None (or less than $201)
3.2
VANGUARD DIVERSIFIED EQ INV
$1,001 - $15,000
None (or less than $201)
3.3
VANGUARD EMER MKT STK IDX ADM
$1,001 - $15,000
None (or less than $201)
3.4
VANGUARD EXPLORER INV
$1,001 - $15,000
None (or less than $201)
3.5
VANGUARD INTL EXPLORER INDV
$1,001 - $15,000
None (or less than $201)
3.6
VANGUARD TOTAL BD MKT INDX ADM
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
11/2015

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
Employer - District of Columbia Government
salary
2
IRA
2.1
ISHARES MSCI EAFE ETF (EFA)
$1,001 - $15,000
None (or less than $201)
2.2
ISHARES MSCI EMERGING MKTS ETF (EEM)
$1,001 - $15,000
None (or less than $201)
2.3
ISHARES RUSSELL 2000 ETF (IWM)
$1,001 - $15,000
None (or less than $201)
2.4
ISHARES RUSSELL MID-CAP ETF (IWR)
$1,001 - $15,000
None (or less than $201)
2.5
SPDR S&P 500 ETF TRUST (SPY)
$1,001 - $15,000
None (or less than $201)
3
401k
3.1
Vanguard Small Cap Growth Index Adm
$1,001 - $15,000
None (or less than $201)
3.2
Fidelity Global ex US Index
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank account (cash) #1
$50,001 - $100,000
Interest
None (or less than $201)
2
Cash in a Brockerage Account #1
$100,001 - $250,000
None (or less than $201)
3
U.S. bank account (cash) #2
$250,001 - $500,000
$201 - $1,000
4
DC 529 Plan #1:
4.1
U.S. Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
4.2
Non-U.S. Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
4.3
U.S. Small Cap Equity Portfolio
$1,001 - $15,000
None (or less than $201)
5
DC 529 Plan #2:
5.1
U.S. Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
5.2
Non-U.S. Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Intel Corp. (INTC)
Sale
06/18/2021
$15,001 - $50,000
2
Southwest Airlines Co. (LUV)
Sale
05/21/2021
$15,001 - $50,000
3
McKesson Corp. (MCK)
Sale
06/18/2021
$15,001 - $50,000
4
International Business Machines Corp. (IBM)
Sale
06/18/2021
$50,001 - $100,000
5
PepsiCo, Inc. (PEP)
Sale
06/18/2021
$15,001 - $50,000
6
Union Pacific Corp. (UNP)
Sale
06/18/2021
$15,001 - $50,000
7
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
05/21/2021
$15,001 - $50,000
8
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
Purchase
07/06/2021
$100,001 - $250,000
9
Invesco NASDAQ Next Gen 100 ETF (QQQJ)
Purchase
07/06/2021
$15,001 - $50,000

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
7
1
This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21.
7
2
This sale is reflected on filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 5/23/21 and value as $1k-15k.
7
3
This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21.
7
4
This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21 and value as $15k-50k.
7
5
This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21.
7
6
This sale is reflected on the filer’s prior 278-T report. However, filer’s prior 278-T inadvertently had the sale date as 6/22/21.

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