Evagren O. Caldera
Special Assistant
Estimated Net Worth
  • estimated net worth
    $1.8 M - $4.6 M
Salary
  • salary
    Unknown
Employment
  • Started 09/12/2022

Financial Disclosure Details - OGE Form 278e (10/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
The Phi Beta Kappa Society
Washington, District of Columbia
Chief Operating Officer
9/2022
2
Federation of State Humanities Councils
Arlington, Virginia
board member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Phi Beta Kappa Society
Salary
$434,565
2
IRA #3 (Fidelity inherited Roth)
Capital Gains Dividends Interest
$2,501 - $5,000
2.1
Fidelity Government Money Market
$15,001 - $50,000
$2,501 - $5,000
2.2
Columbia Acorn International Fund
$1,001 - $15,000
None (or less than $201)
2.3
BMO stock
$1,001 - $15,000
Capital Gains Dividends
$201 - $1,000
2.4
Constellation Energy (CEG) stock
None (or less than $1,001)
None (or less than $201)
2.5
Exelon stock
$1,001 - $15,000
None (or less than $201)
2.6
Fidelity Blue Chip Growth fund
$15,001 - $50,000
None (or less than $201)
2.7
Fidelity Select Biotech fund
$15,001 - $50,000
None (or less than $201)
2.8
Fidelity Contra fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Albuquerque, New Mexico
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
8/2004
2
Phi Beta Kappa Society
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
3/2017

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
The Phi Beta Kappa Society
Washington, District of Columbia
Chief Operating Officer/Associate Secretary

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
A.H. Belo Corp. (AHC) director fees
director fees
2
Granite Construction, Inc. (GVA) director fees
director fees
2.1
Granite Construction, Inc. (GVA) restricted stock unvested
$100,001 - $250,000
3
Meritage Homes Corp. (MTH) director fees
director fees
3.1
Meritage Homes Corp. (MTH) restricted stock unvested
$100,001 - $250,000
None (or less than $201)
4
Fund for the City of New York (Presidents' Alliance)
consulting fees
5
American University
salary
6
IRA #4 (GW rollover)
6.1
$15,001 - $50,000
None (or less than $201)
7
IRA #1 (Roth T Rowe Price)

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Government Money Market Fund (SPAXX)
$15,001 - $50,000
$201 - $1,000
2
A.H. Belo Corp. (AHC) stock
$50,001 - $100,000
Dividends
$15,001 - $50,000
3
Ingersoll Rand, Inc. (IR)
$1,001 - $15,000
Dividends
None (or less than $201)
4
Vanguard Large-Cap Index Fund ETF Shares (VV)
$1,001 - $15,000
$201 - $1,000
5
Vanguard Dividend Appreciation Index Fund Admiral Class Shares (VDADX)
$1,001 - $15,000
None (or less than $201)
6
USAA Savings Account
$50,001 - $100,000
None (or less than $201)
7
USAA checking account
$50,001 - $100,000
None (or less than $201)
8
US Savings bond
$1,001 - $15,000
Interest
$201 - $1,000
9
US Savings bond
$1,001 - $15,000
Interest
$201 - $1,000
10
Maryland College Investment Plan

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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