Kathryn Alvarez
Deputy Chief of Staff, COVID Repsonse
Estimated Net Worth
  • estimated net worth
    $150 K - $650 K
Salary
  • salary
    Unknown
Employment
  • Started 07/01/2021

Financial Disclosure Details - OGE Form 278e (03/25/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Associate Director for Administration
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Aspen Institute
Salary (Jan. 2021)
$11,500
2
The Aspen Institute Defined Contribution Plan
2.1
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
2.2
CREF Growth R2
$1,001 - $15,000
None (or less than $201)
2.3
Vanguard Emerging Mkts Stock Idx Adm
$1,001 - $15,000
None (or less than $201)
2.4
TIAA Real Estate
$1,001 - $15,000
None (or less than $201)
2.5
Dodge & Cox Income Fund
$1,001 - $15,000
None (or less than $201)
2.6
American Funds 2055 Target Date Retirement Fund Class R6
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
2/2017

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
Biotechnology Innovation Organization (Non- profit trade association)
salary
2
Jasper Capital Hong Kong (Investment Management)
severance payment
3
IRA #1
4
Biotechnology Innovation Organization Defined Contribution Plan
4.1
MetWest Total Return Bond Fund (MWTRX)
$1,001 - $15,000
$201 - $1,000
4.2
Fidelity ContraFund (FCNTX)
$15,001 - $50,000
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
Vanguard Mega Cap 300 Value Fund (MGV)
$1,001 - $15,000
None (or less than $201)
2
Blackrock Health Science Opportunity Fund (SHSSX)
$1,001 - $15,000
None (or less than $201)
3
Matthews Asia China Fund (MCHFX)
$1,001 - $15,000
None (or less than $201)
4
Fidelity Select Medical Technology and Devices (FSMEX)
$1,001 - $15,000
None (or less than $201)
5
Fidelity Government Money Market Fund (SPAXX)
$1,001 - $15,000
None (or less than $201)
6
U.S. Bank #1 (Checking)
$1,001 - $15,000
None (or less than $201)
7
U.S. Bank Account #1 (Savings)
$100,001 - $250,000
Interest
$1,001 - $2,500
8
U.S. Bank #2 (Savings)
$1,001 - $15,000
Interest
$201 - $1,000
9
U.S. Bank #2 (Checking)
$1,001 - $15,000
None (or less than $201)
10
U.S. Bank #3 (Savings)
$1,001 - $15,000
Interest
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Spouse's IRA: TG Therapeutics, Inc. (TGTX)
Sale
01/22/2021
$1,001 - $15,000
2
Microsoft Corp. (MSFT)
Sale
06/08/2021
$1,001 - $15,000
3
Inari Medical, Inc.
Sale
06/08/2021
$1,001 - $15,000
4
Square, Inc. (SQ)
Sale
12/10/2021
$1,001 - $15,000
5
PayPal Holdings, Inc. (PYPL)
Sale
12/10/2021
$1,001 - $15,000
6
Walmart, Inc. (WMT)
Sale
12/10/2021
$1,001 - $15,000
7
Globant (GLOB)
Sale
12/10/2021
$1,001 - $15,000
8
DataDog (DDOG)
Sale
12/08/2021
$1,001 - $15,000
9
Zscaler, Inc. (ZS)
Sale
12/08/2021
$1,001 - $15,000
10
BlackRock Technology Opportunities Fund Investor A Shares (BGSAX)
Sale
12/10/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
U.S. Department of Education
$15,001 - $50,000
2020
10 years
2
AES/Suntrust Bank
$10,001 - $15,000
2008
185 Months

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Resignation effective 1/19/21
6
2
Will keep cumulative total of both health sector funds below $50K de minimis threshold per EA -- SO
6
4
Will keep cumulative total of both health sector funds below $50K de minimis threshold per EA -- SO
7
2
Sale per Certificate of Divestiture
7
3
Sale per Certificate of Divestiture

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