James Wolff
Associate Administrator For Information Management And Chief Information Officer
Estimated Net Worth
- $872 K - $2.0 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/22/2024)
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 | Charles Schwab IRA Brokerage | |||
1.1 | BlackRock Multi-Sector Income Trust (BIT) | $250,001 - $500,000 | None (or less than $201) | |
1.2 | Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Long-Term Corporate Bond Index Fund ETF Class Shares (VCLT) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Vanguard 500 Index Fund ETF Shares (VOO) | $100,001 - $250,000 | 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 | The Charles Schwab Corp. (SCHW) | |||
1.1 | Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard 500 Index Fund ETF Shares (VOO) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | Vanguard Long-Term Corporate Bond Index Fund ETF Class Shares (VCLT) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Schwab Fundamental US Large Company Index ETF (FNDX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Navy Mutual Aid Flexible Premium Annuity | $15,001 - $50,000 | None (or less than $201) | |
2 | Navy Mutual Aid Whole Life Insurance | $250,001 - $500,000 | None (or less than $201) | |
3 | Charles Schwab Custodial | |||
3.1 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $1,001 - $15,000 | None (or less than $201) | |
4 | US Treasury Direct | |||
4.1 | Series I Savings Bonds | $15,001 - $50,000 | None (or less than $201) | |
5 | Charles Schwab 529 College Savings Plan- Aggressive Portfolio | $15,001 - $50,000 | None (or less than $201) | |
6 | Charles Schwab 529 College Savings Plan- Growth Portfolio. | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | USAA Intermediate-Term Bond Fund Fund Class Shares (USIBX) | Sale | 01/12/2023 | $15,001 - $50,000 |
2 | USAA Cornerstone Moderately Aggressive Fund (USCRX) | Sale | 01/12/2023 | $50,001 - $100,000 |
3 | USAA Value Fund Fund Class Shares (UVALX) | Sale | 01/12/2023 | $50,001 - $100,000 |
4 | USAA Income Stock Fund Fund Class Shares (USISX) | Sale | 01/12/2023 | $15,001 - $50,000 |
5 | USAA 500 Index Fund Member Shares (USSPX) | Sale | 01/12/2023 | $50,001 - $100,000 |
6 | USAA 529 College Savings Plan to Charles Schwab 529 College Savings Plan | Exchange | 01/19/2023 | $15,001 - $50,000 |
7 | USAA 529 College Savings Plan to Charles Schwab 529 College Savings Plan | Exchange | 01/19/2023 | $15,001 - $50,000 |
8 | Vanguard 500 Index Fund ETF Shares (VOO) | Purchase | 01/19/2023 | $50,001 - $100,000 |
9 | Vanguard Long-Term Corporate Bond Index Fund ETF Class Shares (VCLT) | Purchase | 01/19/2023 | $15,001 - $50,000 |
10 | Schwab Fundamental US Large Company Index ETF (FNDX) | Purchase | 01/19/2023 | $15,001 - $50,000 |
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 | 1 | Transfer of account from Victory Capital Management to Charles Schwab as part of a divestiture of investment accounts from the parent company of Victory Capital Management. |
6 | 1 | (Fixed) |
6 | 5 | Formerly held by USAA |
6 | 6 | Formerly held by USAA |
7 | 1 | Sale of USIBX to transfer account. |
7 | 2 | Sale of USCRX to transfer account to a different brokerage. |
7 | 3 | Sale of UVALX to transfer account to a different brokerage. |
7 | 4 | Sale of USISX to transfer account to a different brokerage. |
7 | 5 | Sale of USSPX to transfer account to a different brokerage. |
7 | 6 | Direct rollover of account to Charles Schwab. |
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