Julia Gordon
Assistant Secretary of Housing - Federal Housing Commissioner
Estimated Net Worth
- $703 K - $1.7 M
Salary
- Unknown
Employment
- Started 05/11/2022
Financial Disclosure Details - OGE Form 278e (05/07/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Los Angles, California | Co-Trustee | 12/2022 | |
2 | Los Angeles, California | Executor | 12/2022 | |
3 | Washington, District of Columbia | President | 3/2022 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | National Community Stabilization Trust 401K | |||
1.1 | State Street S&P 500 SVSPX | $250,001 - $500,000 | None (or less than $201) | |
2 | Center for American Progress 403b | |||
2.1 | BlackRock LifePath Index 2030 | $100,001 - $250,000 | None (or less than $201) | |
3 | Center for Responsible Lending/Self-Help Services Corporation 403b | |||
3.1 | Vanguard Value Index Fund Institutional Shares | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard Mid-Cap Value Index Fund Admiral Shares | $50,001 - $100,000 | None (or less than $201) | |
4 | National Community Stabliziation Trust | Salary and bonus | $82,048 | |
5 | Riversource Retirement Annuity | |||
5.1 | Variable Portfolio - Moderate Portfolio (Class 4) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Washington, District of Columbia | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 9/2015 | |
2 | Washington, District of Columbia | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 7/2012 | |
3 | Washington, District of Columbia | I continue to participate in this defined contribution plan but the plan sponsor no longer makes contributions. | 4/2007 |
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 | Manulife Financial (MFC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | Maryland Senator Edward J. Kasemeyer College Investment 529 Plan | |||
2.1 | Global Equity Market Index Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3 | Maryland Senator Edward J. Kasemeyer College Investment 529 Plan | |||
3.1 | Global Equity Market Index Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank (Cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | General Electric Co. (GE) common shares | $1,001 - $15,000 | Dividends | None (or less than $201) |
6 | Highland Global Allocation Fund | $15,001 - $50,000 | $1,001 - $2,500 | |
7 | State Street Income Fund (GESLX) | $1,001 - $15,000 | None (or less than $201) | |
8 | US Bank (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | T. Rowe Price MD Tax-Free Bond | Sale | 07/15/2022 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | SunTrust/Truist | $250,001 - $500,000 | 2020 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
2 | 6 | One-time trustee fee for administering my uncle's trust after his death. Assets of trust have now been distributed and trust is dissolved. |
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