Katharine Wulff
Counselor To The Secretary
Estimated Net Worth
- $571 K - $1.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/10/2023)
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 | State of Colorado, Colorado Public Employees' Retirement Association Defined Contribution Plan account | |||
1.1 | PERAdvantage 2050 Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | Children Now, 403(b) plan account | |||
2.1 | Voya Solution 2055 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | Schwab Target 2050 Fund (SWNRX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Denver, Colorado | I continue to retain this defined contribution plan through the Colorado Public Employees' Retirement Association. The plan sponsor no longer makes contributions. | 1/2019 | |
2 | Oakland, California | I continue to retain this 403(b) defined contribution plan. The plan sponsor no longer makes contributions. | 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 |
|---|---|---|---|---|
1 | Wes Moore for Maryland transition team (fiscal agent: University of Maryland) | Consulting Stipend | ||
2 | Emerson Collective, LLC (social impact organization) | Salary & Bonus | ||
3 | Emerson Collective, LLC, 401(k) plan account | |||
3.1 | American Funds Growth Fund of America - Class R-6 (RGAGX) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Fidelity Freedom Index 2055 Fund - Institutional Premium Class (FFLDX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $50,001 - $100,000 | Interest | $1,001 - $2,500 |
2 | U.S. bank #2 (cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. brokerage account #1 | |||
3.1 | U.S. brokerage account (cash) | $50,001 - $100,000 | None (or less than $201) | |
3.2 | Vanguard S&P 500 ETF (VOO) | $100,001 - $250,000 | $15,001 - $50,000 | |
3.3 | Vanguard Dividend Appreciation ETF (VIG) | $50,001 - $100,000 | $201 - $1,000 | |
4 | U.S. brokerage account #2 | |||
4.1 | Vanguard LifeStrategy Conservative Growth Fund (VSCGX) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. brokerage account #3 | |||
5.1 | Fidelity Government Money Market Fund (SPAXX) | $50,001 - $100,000 | $1,001 - $2,500 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | U.S. brokerage account #3: ProShares UltraPro S&P500 (UPRO) | Sale | 06/24/2022 | $1,001 - $15,000 |
2 | U.S. brokerage account #3: Vanguard S&P 500 ETF (VOO) | Sale | 07/07/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | U.S. Department of Education | $15,001 - $50,000 | 2013 | 10 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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