Estimated Net Worth
  • estimated net worth
    $2.2 M - $5.3 M
Salary
  • salary
    Unknown
Employment
  • 01/21/2021 - 04/01/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Fellow
1/2021
2
Washington, District of Columbia
Strategic Partner with Working Ideal and Sole Proprietor with Jenny R. Yang, LLC
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Urban Insitute
Salary/Bonus
$30,484
2
Working Ideal & Jenny R. Yang, LLC
Diversity, equity and inclusion consulting. I affiliated with Working Ideal as a 1099 consultant through my sole proprietorship, Jenny R. Yang, LLC.
$4,185
3
SEP IRA
3.1
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX)
$1,001 - $15,000
$1,001 - $2,500
3.2
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
$1,001 - $2,500
3.3
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$1,001 - $15,000
$1,001 - $2,500
3.4
Vanguard Total International Stock Index Fund Investor Shares (VGTSX)
$1,001 - $15,000
$1,001 - $2,500
4
TIAA-CREF IRA
4.1
TIAA-CREF, Growth & Income Fund, IRAs
$15,001 - $50,000
$2,501 - $5,000
4.2
TIAA-CREF, Mid-Cap Value Fund, IRAs
$50,001 - $100,000
$5,001 - $15,000

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 contribution plan, but the plan sponsor no longer makes contributions.
1/2004
2
Washington, District of Columbia
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions
4/2019

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
Pew Charitable Trusts
salary
2
TIAA-CREF IRA
2.1
TIAA-CREF International Equity Fund
$1,001 - $15,000
$1,001 - $2,500
2.2
TIAA-CREF Growth & Income Fund
$50,001 - $100,000
$5,001 - $15,000
2.3
TIAA-CREF Mid-cap Value Fund
$15,001 - $50,000
$2,501 - $5,000
3
Equitable Advisors
3.1
Delaware Diversified Income Cl A
$15,001 - $50,000
$201 - $1,000
3.2
Ishares Cohen & Steers REIT ETF
$1,001 - $15,000
None (or less than $201)
3.3
Davis NY Ventures CL A
$15,001 - $50,000
$5,001 - $15,000
3.4
Columbia Select Mid Cap Value CL A
$1,001 - $15,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
DC College Savings Plan 529 State Street/2022 Portfolio
$15,001 - $50,000
$1,001 - $2,500
2
Virginia Education Savings Trust, Age based 2021
$100,001 - $250,000
$2,501 - $5,000
3
Utah Ed. Sav. Pl. 529 Age-Based Aggressive/Conservative
$100,001 - $250,000
$1,001 - $2,500
4
TIAA-CREF Tax Exempt Bond Fund
$15,001 - $50,000
$201 - $1,000
5
DC College Savings Plan Stock Market Index Portfolio
$100,001 - $250,000
$5,001 - $15,000
6
Utah Ed. Sav. Pl. 529 Age-Based Moderate
$100,001 - $250,000
$5,001 - $15,000
7
U.S. bank #1 (cash)
$100,001 - $250,000
None (or less than $201)
8
U.S. credit union (cash)
$15,001 - $50,000
$1,001 - $2,500
9
U.S. bank #2 (cash), Jenny R. Yang LLC
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VNGRD INDX
Purchase
03/24/2021
$1,001 - $15,000
2
Am Fds Eupac Grwth
Purchase
06/14/2021
$1,001 - $15,000
3
T Rowe Grwth Stck
Purchase
12/14/2021
$15,001 - $50,000
4
Mass Mtl Select Midcp Grwth
Purchase
12/16/2021
$15,001 - $50,000
5
Am Fds Eupac Grwth
Purchase
12/16/2021
$1,001 - $15,000
6
Vngrd Balnc Indx
Purchase
12/29/2021
$1,001 - $15,000
7
Vngrd Indx
Purchase
12/29/2021
$1,001 - $15,000
8
TIAA-CREF Growth & Income
Purchase
12/10/2021
$1,001 - $15,000
9
TIAA-CREF Mid-Cap Value Fund Retirement Class Shares (TRVRX)
Purchase
12/10/2021
$1,001 - $15,000
10
TIAA-CREF Growth & Income
Purchase
12/10/2021
$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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