Kathleen S. Miller
Principal Deputy Under Secretary for Comptroller
Estimated Net Worth
  • estimated net worth
    $1.5 M - $3.6 M
Salary
  • salary
    Unknown
Employment
  • Started 08/06/2021

Financial Disclosure Details - OGE Form 278e (05/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Fellow
Present
2
Falls Church, Virginia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
Nothing reported in this section

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
Changeis
Salary (other than Federal Government)
2
Changeis 401K 2040 fund
2.1
State Street Target Retirement 2025 Fund Class K Shares (SSBSX)
$15,001 - $50,000
None (or less than $201)
2.2
State Street Target Retirement 2030 Fund Class K Shares (SSBYX)
$15,001 - $50,000
None (or less than $201)
3
Schwab IRA Contributory
3.1
cash
$15,001 - $50,000
None (or less than $201)
3.2
iShares Core MSCI Emerging Markets ETF (IEMG)
$15,001 - $50,000
None (or less than $201)
3.3
iShares Core MSCI EAFE ETF (IEFA)
$250,001 - $500,000
None (or less than $201)
3.4
iShares Core S&P Mid-Cap ETF (IJH)
$15,001 - $50,000
None (or less than $201)
3.5
iShares Core S&P Small-Cap ETF (IJR)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank Account 1 (cash)
$1,001 - $15,000
None (or less than $201)
2
US Bank Account 2 (cash)
$15,001 - $50,000
None (or less than $201)
3
US Bank Account 3 (cash)
$1,001 - $15,000
None (or less than $201)
4
US Bank Account 4 (cash)
$1,001 - $15,000
None (or less than $201)
5
US Bank Account 5 (cash)
$1,001 - $15,000
None (or less than $201)
6
USAA Universal Life Policy
$1,001 - $15,000
None (or less than $201)
7
USAA Universal Life Policy
$15,001 - $50,000
None (or less than $201)
8
Pickerall-Miller Family Trust
8.1
Dominion Energy Common Stock
$15,001 - $50,000
Dividends
$201 - $1,000
8.2
Schwab Government Money Fund Sweep Class Shares (SWGXX)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
VANGUARD INTERMEDIATE TERM COR ETF
Purchase
08/10/2022
$50,001 - $100,000
2
ISHARES CORE S&P SMALL CAP ETF IV
Purchase
01/11/2022
$15,001 - $50,000
3
ISHARES MSCI EAFE SMALL CAP ETF
Purchase
01/11/2022
$15,001 - $50,000
4
VANECK FALLEN ANGEL HIGHYIELD BOND ETF
Purchase
01/11/2022
$15,001 - $50,000
5
ISHARES CORE S&P SMALL CAP ETF
Purchase
08/10/2022
$15,001 - $50,000
6
SCHWAB GOVERNMENT MONEY
Purchase
01/14/2022
$15,001 - $50,000
7
ISHARES PREFERRED INCOMESEC ETF
Purchase
04/19/2022
$15,001 - $50,000
8
ISHARES JPMORGAN USD MTSBOND ETF
Purchase
01/11/2022
$15,001 - $50,000
9
VANECK FALLEN ANGEL HIGHYLD BND ETF
Purchase
04/19/2022
$15,001 - $50,000
10
SPDR DOW JONE GLOBAL REAL EST ETF IV
Purchase
01/11/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Rocket Mortgage
$1,000,001 - $5,000,000
2022
10 yr ARM
2
Third Federal
$15,001 - $50,000
2020
10 yr draw, amortized over 30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
2
Revocable Trust

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