Lee Satterfield
Assistant Secretary Of State (Educational And Cultural Affairs)
Estimated Net Worth
  • estimated net worth
    $4.7 M - $18.6 M
Salary
  • salary
    Unknown
Employment
  • Started 11/18/2021

Financial Disclosure Details - OGE Form 278e (02/14/2023)

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
SEP-IRA
1.1
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
2
TIAA-CREF Social Choice Equity Fund Institutional Class Shares (TISCX)
$250,001 - $500,000
None (or less than $201)
3
TIAA-CREF Social Choice Equity Fund Institutional Class Shares (TISCX)
$100,001 - $250,000
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
Fidelity Rollover IRA
1.1
Fidelity 500 Index Fund (FXAIX)
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank Cash Account
$1,000,001 - $5,000,000
Interest
$5,001 - $15,000
2
U.S. credit union Cash Account
$15,001 - $50,000
None (or less than $201)
3
Fidelity 500 Index Fund (FXAIX)
$500,001 - $1,000,000
$1,001 - $2,500
4
Fidelity 500 Index Fund (FXAIX)
$50,001 - $100,000
$201 - $1,000
5
Fidelity 500 Index Fund (FXAIX)
$50,001 - $100,000
$201 - $1,000
6
DC College Savings 529 #2
cash distributions
$59,350
6.1
DC College Savings In College Portfolio
$1,001 - $15,000
None (or less than $201)
7
US Treasury 6 Month Bond
$1,000,001 - $5,000,000
Interest
$50,001 - $100,000
8
Fidelity Government Money Market Fund (SPAXX)
$1,000,001 - $5,000,000
$201 - $1,000
9
S&P 500 Indexed variable annuity (inherited)
$250,001 - $500,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Vanguard Institutional Target Retirement 2030 Fund
Sale
06/29/2022
$100,001 - $250,000
2
Vanguard Total Stock Market Index Fund Investor Class Shares (VTSMX)
Sale
06/29/2022
$50,001 - $100,000
3
Vanguard Total International Stock Index Fund Investor Shares (VGTSX)
Sale
06/29/2022
$15,001 - $50,000
4
Vanguard Total International Bond Index Fund Admiral Class Shares (VTABX)
Sale
06/29/2022
$1,001 - $15,000
5
Vanguard Total International Bond II Index Fund
Sale
06/29/2022
$1,001 - $15,000
6
Fidelity 500 Index Fund (FXAIX)
Purchase
06/29/2022
$250,001 - $500,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Mortgage
$500,001 - $1,000,000
2018
10 Year I/O, 30 Year Fixed

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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