Estimated Net Worth
- $495 K - $1.9 M
Salary
- Unknown
Employment
- Started 06/21/2022
Records
Financial Disclosure Details - OGE Form 278e (05/14/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Baltimore, Maryland | Director of Strategy | 6/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Lutheran Immigration and Refugee Service | Salary | $54,313 | |
2 | Maryland Department of Commerce | Final salary payment from CY 2021, which was paid in CY 2022. Also includes final separation vacation payout. | $21,919 | |
3 | Maryland Department of Commerce, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
4 | Maryland Teachers and State Employees Supplemental Retirement Accounts: 457 defined contribution plan | |||
4.1 | T Rowe Price Retirement 2045 Trust B fund | $50,001 - $100,000 | None (or less than $201) | |
5 | State of Delaware Employee 457B Plan | |||
5.1 | 1985 American Funds 2045 Target Date R6 Fund | $15,001 - $50,000 | None (or less than $201) | |
6 | IRA #1 | |||
6.1 | Vanguard Target Retirement 2045 Investor CL | $1,001 - $15,000 | None (or less than $201) | |
7 | Lutheran Immigration and Refugee Service 403(B) Plan |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Baltimore, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2022 | |
2 | Maryland Department of Commerce | Baltimore, Maryland | I will continue to participate in this defined benefit plan. | 1/2018 |
3 | Maryland Department of Commerce | Baltimore, Maryland | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2018 |
4 | Dover, Delaware | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2013 |
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 | Producers-Writers Guild of America (PWGA) Pension Plan, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
2 | Night Writer Productions LLC (Screenwriting and related activities) | $1,001 - $15,000 | Business income | |
3 | Baltimore School for the Arts | Salary | ||
4 | IRA #1 | |||
4.1 | Invesco S&P 500 Revenue ETF (RWL) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | iShares S&P 500 Value ETF (IVE) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | iShares S&P Mid-Cap 400 Value ETF (IJJ) | $1,001 - $15,000 | None (or less than $201) | |
4.4 | AB Concentrated Growth Fund Advisor Class Shares (WPSGX) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Amer Cent Emerg Mkts I (AMKIX) | $1,001 - $15,000 | None (or less than $201) | |
4.6 | AMG TimesSquare Intl Sm Cap I (TQTIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. credit union #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
3 | U.S. bank #2 (cash) | $1,001 - $15,000 | None (or less than $201) | |
4 | U.S. bank #3, joint account (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. bank #4 (cash) | $15,001 - $50,000 | None (or less than $201) | |
6 | U.S. credit union #2 (cash) | $100,001 - $250,000 | None (or less than $201) | |
7 | U.S. bank #5 (cash) | $50,001 - $100,000 | None (or less than $201) | |
8 | U.S. bank #6 (cash) | $1,001 - $15,000 | None (or less than $201) | |
9 | U.S. bank #7 (cash) | $100,001 - $250,000 | None (or less than $201) | |
10 | Morgan Stanley Portfolio Active Assets Account |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | American CenturyEmerging Markets Fund Class I Shares (AMKIX) | Sale | 06/07/2022 | $1,001 - $15,000 |
2 | iShares MSCI EAFE Growth ETF (EFG) | Sale | 12/09/2022 | $1,001 - $15,000 |
3 | Schwab US Large-Cap Growth ETF (SCHG) | Sale | 06/07/2022 | $1,001 - $15,000 |
4 | Vanguard Growth Index Fund ETF Class Shares (VUG) | Sale | 10/18/2022 | $1,001 - $15,000 |
5 | Vanguard FTSE All-World ex US Index Fund ETF Shares (VEU) | Sale | 12/20/2022 | $1,001 - $15,000 |
6 | WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund (XSOE) | Sale | 12/09/2022 | $1,001 - $15,000 |
7 | Janus Henderson International Opportunities Fund Class I Shares (HFOIX) | Sale | 11/07/2022 | $1,001 - $15,000 |
8 | iShares S&P 500 Value ETF (IVE) | Sale | 06/07/2022 | $1,001 - $15,000 |
9 | American CenturyEmerging Markets Fund Class I Shares (AMKIX) | Sale | 11/07/2022 | $1,001 - $15,000 |
10 | Federated Kaufmann Small Cap Fund Institutional Class Shares (FKAIX) | Purchase | 06/07/2022 | $1,001 - $15,000 |
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 |
|---|---|---|
5 | 2 | This company is owned by my spouse. Value determined by a good faith estimate based on client fees from past years. |
5 | 7 | Residuals |
5 | 8 | Residuals |
5 | 9 | Residuals |
5 | 10 | Residuals |
Do you have information about Felicia Pullam that is missing from this database?
Drop us a line at [email protected].