Helen Bridget McGovern
Assistant Secretary for Trade and Economic Security
Estimated Net Worth
  • estimated net worth
    $1.3 M - $3.5 M
Salary
  • salary
    Unknown
Employment
  • Started 03/02/2021

Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
IRA - B1
1.1
Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG)
$50,001 - $100,000
None (or less than $201)
1.2
iShares Russell 1000 Value ETF (IWD)
$50,001 - $100,000
None (or less than $201)
1.3
iShares Russell 1000 Growth ETF (IWF)
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard Small-Cap Growth Index Fund ETF (VBK)
$15,001 - $50,000
None (or less than $201)
1.5
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
1.6
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$15,001 - $50,000
None (or less than $201)
1.7
Mastercard, Inc. (MA)
$15,001 - $50,000
None (or less than $201)
1.8
PayPal Holdings, Inc. (PYPL)
$1,001 - $15,000
None (or less than $201)
1.9
Cash
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
King's Hawaiian (bread)
salary, bonus
2
IRA- T#1
2.1
Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG)
$15,001 - $50,000
None (or less than $201)
2.2
iShares Russell 1000 Value ETF (IWD)
$15,001 - $50,000
None (or less than $201)
2.3
Vanguard Small-Cap Growth Index Fund ETF shares (VBK)
$1,001 - $15,000
None (or less than $201)
2.4
iShares Russell 1000 Growth ETF (IWF)
$15,001 - $50,000
None (or less than $201)
2.5
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
2.6
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$1,001 - $15,000
None (or less than $201)
2.7
Walmart, Inc. (WMT)
$1,001 - $15,000
None (or less than $201)
2.8
Cash
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank (cash)
$50,001 - $100,000
None (or less than $201)
2
U.S. Credit Union 1 (cash)
$1,001 - $15,000
None (or less than $201)
3
U.S. Credit Union 2 (cash)
$1,001 - $15,000
None (or less than $201)
4
Schwab US Treasury Money Fund Investor Class Shares (SNSXX)
$500,001 - $1,000,000
Interest
$15,001 - $50,000
5
Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG)
$1,001 - $15,000
$201 - $1,000
6
U.S. Credit Union 3 (cash)
$1,001 - $15,000
None (or less than $201)
7
iShares 2-4 Years Direct (529)
$50,001 - $100,000
$2,501 - $5,000
8
iShares 20+ Year Treasury Bond ETF (TLT)
$15,001 - $50,000
$201 - $1,000
9
Enterprise Products Partners L.P. Common Stock (EPD)
$1,001 - $15,000
$201 - $1,000
10
Rational Tactical Return Fund Institutional Class Shares (HRSTX)
$1,001 - $15,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
iShares Core S&P Mid-Cap ETF (IJH)
Exchange
01/27/2022
$15,001 - $50,000
2
iPath Exchange Traded Notes S&P 500 VIX Short-Term Futures Index TR Medium-Term Notes Series B (VXX)
Exchange
03/08/2022
$15,001 - $50,000
3
Invesco Oppenheimer Developing Markets Fund Class Y Shares (ODVYX)
Exchange
03/08/2022
$15,001 - $50,000
4
iShares Russell 2000 ETF (IWM)
Exchange
03/23/2022
$15,001 - $50,000
5
Invesco S&P 500 Equal Weight ETF (RSP)
Exchange
05/20/2022
$15,001 - $50,000
6
Vanguard International Growth Fund Investor Shares (VWIGX)
Exchange
06/29/2022
$15,001 - $50,000
7
Vanguard Real Estate Index Fund ETF Shares (VNQ)
Exchange
07/13/2022
$15,001 - $50,000
8
Shenkman Capital Floating Rate High Income Fund Institutional Class Shares (SFHIX)
Exchange
07/21/2022
$1,001 - $15,000
9
Calamos Market Neutral Income Fund Class I Shares (CMNIX)
Exchange
08/30/2022
$1,001 - $15,000
10
Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK)
Exchange
10/12/2022
$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
Nothing reported in this section

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