Karen Hyun
Chief of Staff
Estimated Net Worth
  • estimated net worth
    $5.7 M - $16.8 M
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (04/24/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Vice President
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Audubon Society
Salary/Bonus
$222,561
2
TransAmerica Annuity Plan
$100,001 - $250,000
3
ETrade ROTH IRA
$15,001 - $50,000
3.1
AMG River Road Mid Cap Value Fund CHTTX
$1,001 - $15,000
Dividends
3.2
Marsico International Opportunities Fund MIOFX
$1,001 - $15,000
Dividends
3.3
Neuberger Berman Sustainable Equity Fund Investor Class Shares (NBSRX)
$15,001 - $50,000
Dividends
3.4
Pax Sustainable Allocation Fund Individual Investor Class (PAXWX)
$1,001 - $15,000
Dividends

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Existing assets will remain in this account until possibly transferred to another account (e.g. 401(k)). Neither I nor my former employer intend to make contributions in the future.
1/2017

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
Wells Fargo
salary, bonus
$570,423
2
Barclays PLS ADR, stock - Roth Conversion IRA
None (or less than $1,001)
None (or less than $201)
3
Morgan Stanley, stock - Roth Conversion IRA
$1,001 - $15,000
$201 - $1,000
4
ABB Ltd, stock- Roth Conversion IRA
$1,001 - $15,000
None (or less than $201)
5
Adient plc Ordinary Shares, stock - Roth Conversion IRA
None (or less than $1,001)
None (or less than $201)
6
Caterpillar, stock - IRA Rollover
$1,001 - $15,000
$201 - $1,000
7
Eaton, stock - IRA Rollover
$1,001 - $15,000
$201 - $1,000
8
Johnson Controls Int. plc, stock - Roth Conversion IRA
$1,001 - $15,000
None (or less than $201)
9
Linde plc, stock - IRA Rollover
$15,001 - $50,000
Dividends
$201 - $1,000
10
Union Pacific, stock - IRA Rollover
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Ballard Power Systems, Inc., stock
$15,001 - $50,000
None (or less than $201)
2
Rental property income (co-owned w/ filer)
$1,000,001 - $5,000,000
$110,000
3
Stock in privately/family- held S Corp (Steel Investment Company)
Over $1,000,000
Capital Gains Dividends Interest Rent or Royalties
Over $1,000,000
4
stock in privately held C Corp (WildGins, Inc.)
$50,001 - $100,000
None (or less than $201)
5
membership interests in privately held LLC (DDC Holdings, LLC)
$50,001 - $100,000
$5,001 - $15,000
6
Franklin Resources, stock
$1,001 - $15,000
Dividends
None (or less than $201)
7
Wells Fargo, stock
$1,001 - $15,000
Dividends
$201 - $1,000
8
Amcor plc, stock
$15,001 - $50,000
Dividends
$201 - $1,000
9
Ecolab, stock
$15,001 - $50,000
Dividends
$201 - $1,000
10
IPG Photonics, stock
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Regeneron Pharmaceuticals, Inc. (REGN)
Purchase
03/10/2021
$1,001 - $15,000
2
Global Payments, Inc. (GPN)
Purchase
09/14/2021
$1,001 - $15,000
3
Berkshire Hathaway Inc. (BRKB)
Sale
09/30/2021
$15,001 - $50,000
4
IPG Photonics Corp. (IPGP)
Purchase
10/20/2021
$1,001 - $15,000
5
SS&C Technologies Holdings, Inc. (SSNC)
Purchase
10/20/2021
$1,001 - $15,000
6
Intel Corp. (INTC)
Purchase
10/20/2021
$1,001 - $15,000
7
ANSYS, Inc. (ANSS)
Purchase
10/20/2021
$1,001 - $15,000
8
Global Payments, Inc. (GPN)
Purchase
10/20/2021
$1,001 - $15,000
9
Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
Sale
10/20/2021
$15,001 - $50,000
10
Uber Technologies, Inc. (UBER)
Purchase
01/11/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
JPMorgan Chase
$10,001 - $15,000
2017
5 yrs - fully amortizing
2
JPMorgan Chase
$10,001 - $15,000
2017
5 years -fully amortizing
3
Wells Fargo
$1,000,001 - $5,000,000
2021
30
4
Associated Bank
$250,001 - $500,000
2021
2 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
5
Holding company of distilled spirits assets.
6
85
Value estimated at cash surrender value
6
86
Value estimated at cash surrender value
7
25
Ntnl Instruments (Symbol: NATI)
7
27
Canadian Pac Railway (Symbol: CP)
7
48
Canadian Pacific Railway
7
56
Medtronic
7
58
Linde PLC
8
3
Refi of NCBW mortgage on property

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