Kathleen Kennedy Townsend
Secretary's Representative for Pension and Retirement
Estimated Net Worth
  • estimated net worth
    $2.8 M - $11.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/15/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Philadelphia, Pennsylvania
Speaker
4/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
MFO DODGE & COX FDS GLOBAL STK FD
$500,001 - $1,000,000
None (or less than $201)
1.2
MFO VANGUARD TOTAL STOCK MARKET INDEX
$500,001 - $1,000,000
None (or less than $201)
1.3
MFB NORTHERN US GOVT MONEY MKT FD
None (or less than $1,001)
None (or less than $201)
2
Middle East Network Appearance - January 2022
None (or less than $1,001)
$550
3
UPenn Paper and Seminar
$1,001 - $15,000
$4,500
4
Lightbridge Corp. (value not readily ascertainable) 11,875 unvested shares, strike value and expiration dates vary
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Lightbridge Corp
Reston, Virginia
Unexercised stock options grants
4/2015

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
M&T Bank - Checking
$1,001 - $15,000
None (or less than $201)
2
M&T Bank - Interest Checking
$15,001 - $50,000
None (or less than $201)
3
Maryland 529 College Investment Plan - Portfolio 2030 FBO GFKM
$1,001 - $15,000
None (or less than $201)
4
Maryland 529 College Investment Plan - Portfolio 2030 FBO GJKM
$1,001 - $15,000
None (or less than $201)
5
Family Trust #1
5.1
Park Financial Holdings - Equity
5.1.1
Generation IM Global Equity Fund, LLC
5.1.1.1
Alphabet Inc.
$1,001 - $15,000
None (or less than $201)
5.1.1.2
Tencent Holdings Limited
$1,001 - $15,000
None (or less than $201)
5.1.1.3
Informa plc
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Northern Trust Ultra Short Bond Fund (NTAUX)
Purchase
10/28/2022
$100,001 - $250,000
2
AMERICAN EXPRESS CO 3.55% 12-31-2049
Purchase
12/31/2022
$1,001 - $15,000
3
BANK AMER CORP 4.3% DUE 12-31-2049
Purchase
12/31/2022
$1,001 - $15,000
4
BANK NEW YORK MELLON CORP 3.75% 12-31-2049
Purchase
12/31/2022
$1,001 - $15,000
5
BANK OF AMERICA CORP 6.125% 12-31- 2049
Purchase
12/31/2022
$1,001 - $15,000
6
CAPITAL ONE FINL CORP PERP PFD SER M
Purchase
12/31/2022
$1,001 - $15,000
7
CAPITAL ONE FINL CORP PERP PFD SER M
Purchase
12/31/2022
$1,001 - $15,000
8
CAPITAL ONE FINL CORP PERP PFD SER M
Purchase
12/31/2022
$1,001 - $15,000
9
CHARLES SCHWAB CORP 4.0% DUE 12-31- 2049 BEO
Purchase
12/31/2022
$1,001 - $15,000
10
CHICAGO ILL MET WTR RECLAMATION DIST GTRCHICAGO 5.0% DUE 12-01-2023
Purchase
12/31/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Ambrosetti
Milan, Outside U.S.
BOS to Shannon Flight
$5160.98
2
Ambrosetti
Milan, Outside U.S.
Shannon to Stansted Flight
123.39
3
Ambrosetti
Milan, Outside U.S.
Stansted to Milan Flight
$167.49
4
Ambrosetti
Milan, Outside U.S.
Milan to Washington DC flight
$3589.58

Endnotes

Section
#
Description
6
5.1.3
The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office.
6
5.1.4
The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office.
6
5.1.5.15
EIF Confirmation Letter on file with the Agency Ethics Office
6
5.1.9
The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office.
6
5.1.10
The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office.
6
5.1.11
The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office.
6
5.1.12
The underlying assets are not disclosed due to a preexisting confidentiality agreement, and a confirmation letter is on file with the Agency Ethics Office.
6
5.3.1
No individual underlying asset >$1,001
6
5.3.2
No individual underlying asset >$1,001
6
5.4
Custody account at Northern Trust

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