Lauren Roth
Associate Commissioner For Policy
Estimated Net Worth
- $898 K - $2.4 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (06/29/2023)
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 | PhRMA Deferred Savings Plan (Managed by Prudential Retirement) | |||
1.1 | Guaranteed Income Fund (GIF) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | PIMCO Total Return Fund Administrative Class ((PDBZX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | PUTNAM LARGE CAP VALUE FUND Class R6 (PEQSX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | SA/T.Rowe Price Growth Stock Strategy (PRGFX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | MFS Mid Growth Fund Class R6 (OTCAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | American Beacon Small Cap Value Fund Class Institutional (AVFIX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | American Funds EuroPacific Growth Fund Class R3 (RERCX) | $15,001 - $50,000 | None (or less than $201) | |
2 | Sidley Austin LLP 401(k) Plan | |||
2.1 | Vanguard Equity Income Adm (VEIRX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | PhRMA | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 12/2013 |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2007 |
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 | ROTH IRA (Managed by UBS) | |||
1.1 | AMERICAN FUNDS CAPITAL WORLD G/1 F- 1 (CWGFX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | FIRST EAGLE GLOBAL FUND CLASS A (SGENX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | ISHARES CORE S&P 500 ETF (IVV) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | IVY BALANCED FUND CLASS A (IBNAX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | INVESCO DEVELOPING MARKETS FUND CLASS A (ODMAX) | $15,001 - $50,000 | None (or less than $201) | |
2 | IRA (Managed by UBS) | |||
2.1 | AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO FUND CLASS C (GAITX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | American Funds Global Growth Portfolio Class A (PGGAX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | UBS Resource Management Account (RMA) | |||
1.1 | AMERICAN FUNDS GLOBAL BALANCED FUND A (GBLAX) | $15,001 - $50,000 | $201 - $1,000 | |
1.2 | RUSSELL INVESTMENTS U.S. SUSTAINABLE EQUITY FUND CLASS C (REQCX) | $50,001 - $100,000 | $5,001 - $15,000 | |
2 | College America 529 Plans (Managed by UBS) | |||
2.1 | CAPITAL WORLD GROWTH & INCOME - WGI C (CWICX) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | FUNDAMENTAL INVESTORS FI C (CFNCX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | NEW WORLD FUND - NWF C (CNWCX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Uniform Transfers to Minors Act Account (Managed by UBS) | |||
3.1 | AMERICAN FUNDS GLOBAL BALANCED FUND A (GBLAX) | $15,001 - $50,000 | $201 - $1,000 | |
4 | U.S. Bank Account (Cash Account) | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Invesco Diversified Dividend Fund Class R5 Shares (DDFIX) | Sale | 05/16/2022 | $15,001 - $50,000 |
2 | PUTNAM LARGE CAP VALUE FUND Class R6 (PEQSX) | Purchase | 05/16/2022 | $15,001 - $50,000 |
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 |
|---|---|---|
6 | 9 | Spouse and dependent child are primary beneficiaries |
7 | 1 | Fully divested funds from this asset were reinvested into Putnam Large Cap Value Fund Class R6 |
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