Gina Grosso
Assistant Secretary
Estimated Net Worth
  • estimated net worth
    $2.5 M - $7.5 M
Salary
  • salary
    $159 K

Financial Disclosure Details - OGE Form 278e (06/25/2023)

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
Gina Roth Contributory (4056)
$15,001 - $50,000
$201 - $1,000
1.1
FIRST TRUST CAPITAL STRENGTH ETF IV
$1,001 - $15,000
$201 - $1,000
1.2
FIRST TRUST VALUE DIVIDEND IN ETF IV
$1,001 - $15,000
$201 - $1,000
1.3
ISHS MSCI EMERG MRKT FCT ETF IV
$1,001 - $15,000
None (or less than $201)
1.4
JPMorgan BetaBuilders International Equity ETF (BBIN)
$1,001 - $15,000
None (or less than $201)
1.5
SCHWAB US SMALL CAP ETF
$1,001 - $15,000
$201 - $1,000
1.6
WISDOMTREE US MIDCAP DIVIDEND ETF
$1,001 - $15,000
$201 - $1,000
1.7
FlexShares Real Assets Allocation Index Fund (ASET)
$1,001 - $15,000
None (or less than $201)
2
Gina Roll Over IRA (6205 Saratoga)
$250,001 - $500,000
Capital Gains Dividends
$2,501 - $5,000
2.1
3M CO
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Golden Key Group
Reston, Virginia
I no longer have a relationship with my former employer. However, I still have money in the 401K account that I contributed to and the company matched up to a certain amount. I plan to transfer the money from this account to my government TSP account but have not had the chance to do this yet. I do not have a working relationship with my former employer.
7/2019
2
United States Air Force
Washington DC, Virginia
I will continue to participate in this defined benefit plan.
11/2018
3
BetterUp
San Francisco, California
Independent Consultant
6/2019
4
Inca Digital Advisor
Miami, Florida
Independent Contractor
5/2020
5
Eduworks Corporation
Corvalis, Oregon
I participate in corporate strategy meetings 2 - 3 times a year as an advisor. There is no compensation for these meetings. I also have done some consulting work for the company on contracts they have been awarded. This work is compensated but I have not done any consulting work in the last 18-months.
4/2019
6
Clearforce Inc
Vienna, Virginia
I serve as a member of the advisory board.
7/2019
7
Buildings Anywhere
Palm Beach Gardens, Florida
Advisor
1/2020
8
Orchestra Macrosystems
Austin, Texas
Consultant
1/2020
9
Santa Monica, California
Review RAND document DRR-1905-1 within the allotted time in accordance with RAND's review guidance.
2/2022

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
Brian Roth Contributory IRA
1.1
Brian 8477
$100,001 - $250,000
$50,001 - $100,000
1.1.1
ADOBE INC
None (or less than $1,001)
$1,001 - $2,500
1.1.2
Google ALPHABET INC. CLASS A
$1,001 - $15,000
$2,501 - $5,000
1.1.3
AMAZON.COM INC
$1,001 - $15,000
$1,001 - $2,500
1.1.4
AMERN TOWER CORP REIT
$1,001 - $15,000
$1,001 - $2,500
1.1.5
ATLASSIAN CORP PLC F CLASS A
$1,001 - $15,000
$1,001 - $2,500
1.1.6
AUTODESK INC
$1,001 - $15,000
$201 - $1,000
1.1.7
BANK OF AMERICA CORP
$1,001 - $15,000
$201 - $1,000
1.1.8
BERKSHIRE HATHAWAY CLASS B
$1,001 - $15,000
$2,501 - $5,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Gina U.S. Bank #1 (primary)
$50,001 - $100,000
None (or less than $201)
2
Gina U.S. Bank #2 Savings
$15,001 - $50,000
Dividends Interest
$201 - $1,000
3
Condo Rental Yorktown VA
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
4
Condo Rental in Arlington VA
$250,001 - $500,000
Rent or Royalties
$50,001 - $100,000

Transactions

#
Description
Type
Date
Amount
1
T Rowe Price Spectrum Moderate Allocation Fund (TRPBX)
Sale
11/10/2022
$1,001 - $15,000
2
T Rowe Price Real Assets Fund, Inc (PRAFX)
Sale
11/10/2022
$15,001 - $50,000
3
Novo-Nordisk A S ADR
Sale
01/03/2023
$1,001 - $15,000
4
Schwab US Treasury Money Fund Investor Class Shares (SNSXX)
Purchase
01/04/2023
$1,001 - $15,000
5
Oracle Corp. (ORCL)
Sale
01/20/2023
$1,001 - $15,000
6
Marion Or Sd #29J GO 0% 06/15/2027
Purchase
01/10/2023
$1,001 - $15,000
7
Accenture Plc A
Purchase
02/09/2023
$1,001 - $15,000
8
Adobe Inc
Purchase
02/09/2023
$1,001 - $15,000
9
Alphabet, Inc. (GOOGL)
Purchase
02/09/2023
$1,001 - $15,000
10
Apple Inc
Purchase
02/09/2023
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Mr. Cooper
$250,001 - $500,000
2013
30-years
2
Lakeview
$50,001 - $100,000
2019
30 years
3
Pentagon Federal Credit Union
2019
N/A

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
3.13
Kirkland Lake Gold Mine Limited Merged with Agnico Eagle Gold Mines 9 Feb 2022. Agnico is the sole business now and is already reported under this heading.
2
4
This is a managed fund by Belle Haven Investments. The assets in this fund are all tax-free municipal bonds.
2
4.30
Purchased 5/24/2022
2
8
The income from this annuity is the minimum amount that must be paid per year.
2
9
I have had this annuity for many years and have not taken any funds from it nor added any funds since its original purchase.
3
3
My compensation for this consulting is non-qualified stock option to purchase an additional 27,000 shares of the company's common stock at the then-current fair market value (the "Option Grant"). The Option grant shall vest and become exercisable over a two-year period, beginning on the date hereof (9 Jun 2019), vesting on the 6-month anniversary of the date hereof and the remainder vesting in equal monthly installments for the following 18-months and will be subject to the terms and conditions of the Company's 2015 Equity Incentive Plan.
Given my new position I am no longer consulting for this company. This relationship ended on 1 August 2021.
3
4
Option pursuant to its Equity Incentive Plan to purchase 50,000 shares of common stock in Company (shares) of common stock at a per share exercise price equal to the Fair Market Value at a per share exercise price equal to the Fair Market Value of a share of the Company's common stock.
I have not done any consulting since I started at the VA but have not formally ended the relationship as I have not had time to connect with them to complete the action. I consulted on an as needed basis and will no longer do that.
3
5
I have not received any consulting income since 2019. I no longer serve as an advisor to this company. This relationship ended shortly after I started working for the VA.

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