Joseph Carlile
Senior Advisor – Budget Policy and Programs
Estimated Net Worth
- $171 K - $565 K
Salary
- Unknown
Employment
- Started 01/20/2021
Financial Disclosure Details - OGE Form 278e (05/11/2022)
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 |
---|---|---|---|---|
Nothing reported in this section |
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 | Adam Prestegord LLC (Mental Health Therapy) | salary | ||
2 | Spouse IRA | |||
2.1 | Vanguard Wellington Fund Admiral Shares (VWENX) | $50,001 - $100,000 | None (or less than $201) | |
2.2 | Vanguard STAR Fund (VGSTX) | $50,001 - $100,000 | None (or less than $201) | |
2.3 | Vanguard Target Retirement 2045 Fund (VTIVX) | $1,001 - $15,000 | None (or less than $201) | |
2.4 | Vanguard Federal Money Market Fund (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | Spouse Inherited IRA | |||
3.1 | Boston Scientific Corporation (BSX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Commercial Metals Company (CMC) | $1,001 - $15,000 | None (or less than $201) | |
4 | Spouse SEP IRA |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U.S. Credit Union (cash, business) | $15,001 - $50,000 | None (or less than $201) | |
2 | U.S. Credit Union (cash, filer) | $1,001 - $15,000 | None (or less than $201) | |
3 | U.S. Bank (cash, filer) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. Credit Union (cash, joint) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. Credit Union (cash, spouse) | $15,001 - $50,000 | None (or less than $201) | |
6 | Brokerage Account | |||
6.1 | Johnson & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) | |
6.2 | SPDR S&P Dividend ETF (SDY) | $1,001 - $15,000 | None (or less than $201) | |
6.3 | Target Corp. (TGT) | $1,001 - $15,000 | None (or less than $201) | |
6.4 | Vanguard 500 Index Fund ETF Shares (VOO) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | BNY Mellon S&P 500 Index Fund (PEOPX) | Purchase | 01/06/2021 | $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 |
---|---|---|
5 | 5.1 | Mistakenly omitted from previous report |
6 | 1 | This is the operating account for Adam Prestegord, LLC listed in Section 5. |
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