Ely S. Ratner
Assistant Secretary for Defense (Indo-Pacific Security Affairs)
Estimated Net Worth
  • estimated net worth
    $1.1 M - $2.7 M
Salary
  • salary
    Unknown
Employment
  • Started 07/22/2021

Financial Disclosure Details - OGE Form 278e (04/30/2023)

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
Center for a New American Security 401(K)
1.1
Vanguard Target Retirement 2040 Inv (100)
$100,001 - $250,000
None (or less than $201)
2
The RAND Corporation 401(A) Qualified Retirement Plan
2.1
Vanguard Target Retirement 2045 Trust II
$15,001 - $50,000
None (or less than $201)
3
Council on Foreign Relations 403(B) Retirement Plan
3.1
TIAA-CREF Lifecycle Index 2040 Fund - Institutional Class (TLZIX)
$15,001 - $50,000
None (or less than $201)
4
The RAND Corporation 403(B) Savings Plan
4.1
Vanguard Institutional Target Retirement 2045 Fund
$100,001 - $250,000
None (or less than $201)
5
Council on Foreign Relations TDA Plan
5.1
TIAA-CREF Lifecycle Index 2040 Fund - Institutional Class
$15,001 - $50,000
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, but the plan sponsor no longer makes contributions.
9/2012
2
Santa Monica, California
I will continue to participate in these defined contribution plans, but the plan sponsor no longer makes contributions.
6/2009
3
New York, New York
I will continue to participate in these defined contribution plans, but the plan sponsor no longer makes contributions.
2/2017

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
The Asia Group LLC (Strategic advisory)
Consulting fees/bonus
2
Spouse SEP
2.1
iShares US Treasury Bond ETF (GOVT)
$1,001 - $15,000
None (or less than $201)
2.2
iShares Core S&P Small-Cap ETF (IJR)
$1,001 - $15,000
None (or less than $201)
2.3
iShares Core S&P US Growth ETF (IUSG)
$15,001 - $50,000
None (or less than $201)
2.4
iShares Core S&P US Value ETF (IUSV)
$15,001 - $50,000
None (or less than $201)
2.5
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard Developed Markets Index Fund ETF
$15,001 - $50,000
None (or less than $201)
2.7
Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS)
$1,001 - $15,000
None (or less than $201)
2.8
Vanguard Emerging Markets Govt Bd Idx
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. checking account (cash)
$100,001 - $250,000
None (or less than $201)
2
U.S. checking account : spouse (cash)
$100,001 - $250,000
None (or less than $201)
3
Brokerage account
3.1
Invesco QQQ Trust, Series 1 (QQQ)
$50,001 - $100,000
$201 - $1,000
3.2
SPDR S&P 500 ETF Trust (SPY)
$250,001 - $500,000
$2,501 - $5,000
3.3
CMS Energy Corp. (CMS)
$15,001 - $50,000
Dividends
$201 - $1,000
3.4
iShares MSCI Hong Kong ETF (EWH)
None (or less than $1,001)
$5,001 - $15,000
3.5
Wyndham Hotels & Resorts, Inc. (WH)
$1,001 - $15,000
Dividends
$201 - $1,000
3.6
Travel + Leisure Co (TNL)
$1,001 - $15,000
Dividends
$201 - $1,000
3.7
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc (EDD)
None (or less than $1,001)
$5,001 - $15,000

Transactions

#
Description
Type
Date
Amount
1
ISHARES MSCI Hong Kong ETF
Sale
01/31/2022
$1,001 - $15,000
2
MS EMERGING MKTS Domestic Debt
Sale
01/31/2022
$1,001 - $15,000
3
SPDR S&P 500 ETF
Purchase
01/31/2022
$100,001 - $250,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$500,001 - $1,000,000
2020
20 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
3
LLC formed February 2021

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