Julie Mason
Deputy Assistant to the President and Chief of Staff to the Second Gentleman (Departed Administration)
Estimated Net Worth
- Unknown
Salary
- Unknown
Employment
- 01/01/2021 - 04/25/2022
Departed Administration
- Yes
Post Appointment Role
- Executive Vice President of Communications (Deployed Services)
Financial Disclosure Details - OGE Form 278 Termination (05/24/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | Senior Vice President | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Albright Stonebridge Group 401(k) Plan | |||
1.1 | American Funds American Mutual Fund R6 (RMFGX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | MFS International Diversification Fund Class R4 Shares (MDITX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | American Funds New World Fund Class R6 (RNWGX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Victory Sycamore Small Company Opportunity Fund Class I (VSOIX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Wells Fargo Special Mid Cap Value Class R6 (WFPRX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | ClearBridge Large Cap Growth Fund (SBLGX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | JPMorgan Core Plus Bond Fund Class R6 Shares (JCPUX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | PGIM Muni High Income Fund Class R6 Shares (PHIQX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | MFS Mid-Cap Growth (OTCAX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington DC, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 10/2016 |
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 | Brokerage Account | |||
1.1 | Fidelity Government Money Market Fund (SPAXX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Parnassus Mid Cap Fund Investor Class Shares (PARMX) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Amazon.com, Inc. (AMZN) | None (or less than $1,001) | $5,001 - $15,000 | |
1.4 | Microsoft Corp. (MSFT) | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
1.5 | Take-Two Interactive Software, Inc. (TTWO) | None (or less than $1,001) | $2,501 - $5,000 | |
1.6 | Yum! Brands, Inc. (YUM) | None (or less than $1,001) | $2,501 - $5,000 | |
1.7 | Invesco QQQ Trust, Series 1 (QQQ) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | SPDR S&P 500 ETF Trust (SPY) | $1,001 - $15,000 | None (or less than $201) | |
2 | U.S. brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 01/04/2022 | $15,001 - $50,000 |
2 | Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A Shares (MACGX) | Sale | 12/27/2021 | $15,001 - $50,000 |
3 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 11/18/2021 | $15,001 - $50,000 |
4 | SPDR S&P 500 ETF Trust (SPY) | Purchase | 12/17/2021 | $15,001 - $50,000 |
5 | Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A Shares (MACGX) | Sale | 12/27/2022 | $1,001 - $15,000 |
6 | Invesco WilderHill Clean Energy ETF (PBW) | Sale | 12/27/2021 | $1,001 - $15,000 |
7 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 12/27/2021 | $50,001 - $100,000 |
8 | Invesco QQQ Trust, Series 1 (QQQ) | Purchase | 11/18/2021 | $15,001 - $50,000 |
9 | Amazon.com, Inc. (AMZN) | Sale | 05/24/2021 | $1,001 - $15,000 |
10 | Microsoft Corp. (MSFT) | Sale | 05/24/2021 | $100,001 - $250,000 |
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 |
|---|---|---|
6 | 6 | Asset below the reporting threshold. |
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