Kathleen Marjorie Waters
Senior Advisor
Estimated Net Worth
  • estimated net worth
    $716 K - $1.8 M
Salary
  • salary
    Unknown
Employment
  • Started 05/03/2021

Financial Disclosure Details - OGE Form 278e (06/29/2022)

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
Schwab IRA
1.1
VEA - Vanguard FTSE Developed
$1,001 - $15,000
None (or less than $201)
1.2
VV - Vanguard Large Cap ETF I
$1,001 - $15,000
None (or less than $201)
1.3
VB - Vanguard Small Cap ETF I
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

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
IRA #1
$1,001 - $15,000
$201 - $1,000
1.1
FBTAX
$1,001 - $15,000
None (or less than $201)
1.2
FDMAX
$1,001 - $15,000
None (or less than $201)
1.3
FDAGX
$1,001 - $15,000
None (or less than $201)
1.4
FDTOX
$1,001 - $15,000
None (or less than $201)
1.5
FANAX
$1,001 - $15,000
None (or less than $201)
1.6
FACOX
$1,001 - $15,000
None (or less than $201)
1.7
FMFAX
$1,001 - $15,000
None (or less than $201)
1.8
FADTX
$1,001 - $15,000
None (or less than $201)
1.9
FTUAX
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
PB Brokerage Account
$1,001 - $15,000
None (or less than $201)
2
KW Brokerage Account
$1,001 - $15,000
None (or less than $201)
2.1
Schwab S&P 500 Index Fund (SWPPX)
$1,001 - $15,000
None (or less than $201)
3
KMBW Trust
3.1
Farm Land (Pocahontas County, Iowa)
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
3.2
Grain Inventory and Crop Inputs
$15,001 - $50,000
Grain Inventory and Crop Inputs
3.3
Farm Operations Account (cash)
$50,001 - $100,000
None (or less than $201)
3.4
US bank account (cash)
$50,001 - $100,000
None (or less than $201)
3.5
KMBW Trust Distribution
$1,001 - $15,000
Trust Distribution
$15,000
4
Whole Life Insurance
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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