Jennifer Leach
Associate Director For Consumer And Business Education
Estimated Net Worth
- $431 K - $1.9 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (04/15/2024)
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 | IRA | |||
1.1 | iShares MSCI EAFE Value ETF (EFV) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | PIMCO Income Fund Institutional Class Shares (PIMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | T Rowe Price New Horizons Fund, Inc Class I Shares (PRJIX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I will continue to participate in this defined benefit plan. | 1/2000 |
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 | Sirius XM Holdings, Inc. (SIRI) | Salary | ||
2 | IRA | |||
2.1 | iShares MSCI EAFE Value ETF (EFV) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Vanguard Russell 1000 Value Index Fund ETF Shares (VONV) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | Vanguard Value Index Fund ETF Shares (VTV) | $15,001 - $50,000 | None (or less than $201) | |
2.4 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | John Hancock Funds III International Growth Fund Class I Shares (GOGIX) | $1,001 - $15,000 | None (or less than $201) | |
2.7 | John Hancock Funds III Disciplined Value Mid Cap Fund Institutional Class Shares (JVMIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | PIMCO Income Fund Institutional Class Shares (PIMIX) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank account #1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Ultra Short-Term Bond ETF (ICSH) (IRA - JL) | Purchase | 01/23/2023 | $1,001 - $15,000 |
2 | SPDR Portfolio S&P 500 Growth ETF (SPYG) (IRA - JL) | Purchase | 01/23/2023 | $1,001 - $15,000 |
3 | Fairlead Tactical Sector ETF Fairlead Tactical Sector ETF (TACK) (IRA - JL) | Purchase | 01/23/2023 | $1,001 - $15,000 |
4 | iShares MSCI EAFE Value ETF (EFV) (IRA - JL) | Sale | 01/23/2023 | $1,001 - $15,000 |
5 | Artisan International Value Fund Institutional Shares (APHKX) (IRA - JL) | Sale | 01/27/2023 | $1,001 - $15,000 |
6 | Fairlead Tactical Sector ETF Fairlead Tactical Sector ETF (TACK) (IRA - JL) | Purchase | 06/21/2023 | $1,001 - $15,000 |
7 | Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) (IRA - JL) | Purchase | 07/20/2023 | $1,001 - $15,000 |
8 | Akre Focus Fund Institutional Class Shares (AKRIX) (IRA - JL) | Sale | 07/20/2023 | $1,001 - $15,000 |
9 | SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) (IRA - JL) | Purchase | 09/18/2023 | $1,001 - $15,000 |
10 | iShares Core S&P Mid-Cap ETF (IJH) (IRA - JL) | Sale | 09/18/2023 | $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 |
|---|---|---|
2 | 4 | New beneficiary IRA |
2 | 4.5 | On January 26, 2024, the Neuberger Berman US Equity Index PutWrite Strategy Fund (NUPIX) was acquired by the Neuberger Berman Option Strategy ETF (NBOS). |
5 | 3.1 | Shares increased in value |
5 | 5 | RSUs created in 2021 and 2022 - not distributed, not vested. |
5 | 5.1 | stock acquired through vesting of restricted stock units |
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