JoAnn Chase
Director, American Indian Environmental Office (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $2.2 M - $8.5 M
Salary
  • salary
    Unknown
Employment
  • 01/31/2021 - 06/24/2022
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (08/05/2021)

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
QUANTIFIED MANAGED INCOME FUND (QBDSX)
$15,001 - $50,000
None (or less than $201)
2
QUANTIFIED MARKET LEADERS INVESTORS (QMLFX)
$1,001 - $15,000
None (or less than $201)
3
GOLD BULLION STRATEGY INVESTOR (QGLDX)
$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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
Marathon Oil Corp, (Denver, CO) oil and gas royalties (Value not readily ascertainable)
$50,001 - $100,000
Rent or Royalties
$50,001 - $100,000
2
SANDRIDGE PERMIAN TRUST (Oil & gas lease, Houston, TX) (Value not readily ascertainable)
Rent or Royalties
$201 - $1,000
3
DEPARTMENT OF THE INTERIOR IIM ACCOUNT
$1,000,001 - $5,000,000
Interest
$15,001 - $50,000
4
TA QS INVESTORS ACTIVE ASSET ALLOCATION MODERATE
$50,001 - $100,000
None (or less than $201)
5
TA LEGG MASON DYNAMIC ALLOCATION GROWTH
$15,001 - $50,000
None (or less than $201)
6
TA BLACKROCK TACTICAL ALLOCATION
$50,001 - $100,000
None (or less than $201)
7
TA MANAGED RISK BALANCE ETF
$50,001 - $100,000
None (or less than $201)
8
American Funds Bond Fund
$15,001 - $50,000
None (or less than $201)
9
FIRST TRUST DOW JONES INDEX FUND
$1,001 - $15,000
None (or less than $201)
10
FIRST TRUST ENERGY ALPHA DEX FUND
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
1
This fund has been renamed from Direxion Evolution Market Bond
2
2
This fund was renamed for the Direxion evolution market leaders
6
80
Recently acquired by EnerPlus, per filer.

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