Herbert M. Ziskend
Special Assistant to the President and Deputy Director of Communications
Estimated Net Worth
- $826 K - $2.5 M
Salary
- $140 K
Financial Disclosure Details - OGE Form 278e (04/11/2024)
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 | 401K: Revolution LLC (KA PO'E HANA) | |||
1.1 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FLEXPATH MOD 2055 R1 | $15,001 - $50,000 | None (or less than $201) | |
2 | 401K: VERIZON | |||
2.1 | Fidelity SAI US Large Cap Index Fund (FLCPX) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VERIZON 2050 FUND | $1,001 - $15,000 | None (or less than $201) | |
3 | 401K: SKDK (Stagwell Global) | |||
3.1 | Principal LifeTime Hybrid 2050 CIT X | $100,001 - $250,000 | None (or less than $201) | |
4 | CUST IRA | Cash Distributions | $52,019 | |
4.1 | AMCAP Fund Class A Shares (AMCPX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | New York , New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2017 | |
2 | Revolution, LLC | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 6/2011 |
3 | Verizon | New York, New York | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2013 |
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 | American Council of Young Political Leaders (ACYPL) | salary | ||
2 | 401K: US Chamber of Commerce | |||
2.1 | Fidelity Freedom 2050 Fund Class K Shares (FNSBX) | $15,001 - $50,000 | None (or less than $201) | |
3 | 401K: Stephen A. Schwarzman Education Foundation | |||
3.1 | Fidelity Contrafund (FCNTX) | $100,001 - $250,000 | None (or less than $201) | |
4 | 403(B): ACYPL | |||
4.1 | T Rowe Price Retirement 2055 Fund (TRRNX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Non-Retirement Investment Account #1 MS | |||
1.1 | iShares S&P Small-Cap 600 Growth ETF (IJT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Pacer US Cash Cows 100 ETF (COWZ) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | iShares S&P Small-Cap 600 Value ETF (IJS) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Vanguard Small-Cap Growth Index Fund ETF Class Shares (VBK) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Invesco S&P MidCap 400 Revenue ETF (RWK) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | iShares S&P Small-Cap 600 Growth ETF (IJT) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | AMG Yacktman Fund Class I Shares (YACKX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | William Blair Small-Mid Cap Growth Fund Class I Shares (WSMDX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | U.S. brokerage money market account (cash) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR S&P Bank ETF (KBE) | Purchase | 12/13/2023 | $1,001 - $15,000 |
2 | Invesco S&P 500 GARP ETF (SPGP) | Sale | 12/13/2023 | $1,001 - $15,000 |
3 | Invesco S&P 500 Top 50 ETF (XLG) | Sale | 12/04/2023 | $1,001 - $15,000 |
4 | Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR) | Purchase | 12/04/2023 | $1,001 - $15,000 |
5 | iShares Core S&P US Growth ETF (IUSG) | Sale | 12/04/2023 | $1,001 - $15,000 |
6 | Vanguard Mid-Cap Value Index Fund ETF Class Shares (VOE) | Purchase | 12/04/2023 | $1,001 - $15,000 |
7 | iShares S&P Mid-Cap 400 Value ETF (IJJ) | Sale | 11/15/2023 | $1,001 - $15,000 |
8 | iShares Edge MSCI Intl Quality Factor ETF (IQLT) | Sale | 11/15/2023 | $1,001 - $15,000 |
9 | iShares Edge MSCI USA Quality Factor ETF (QUAL) | Purchase | 11/15/2023 | $1,001 - $15,000 |
10 | Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Purchase | 11/15/2023 | $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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