Lisa Gomez
Assistant Secretary, Employee Benefits Security
Estimated Net Worth
  • estimated net worth
    $2.7 M - $6.9 M
Salary
  • salary
    Unknown
Employment
  • Started 09/29/2022

Financial Disclosure Details - OGE Form 278e (05/13/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Equity Partner
10/2022
2
Chicago, Illinois
Co-Chair of the Leadership Development Program
9/2022
3
Chicago, Illinois
Co-Chair of the Senior Board of Editors
9/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
ROTH IRA
1.1
Invesco QQQ Trust, Series 1 (QQQ)
$1,001 - $15,000
None (or less than $201)
1.2
Pacer US Cash Cows 100 ETF (COWZ)
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
1.4
WisdomTree US MidCap Dividend Fund (DON)
None (or less than $1,001)
None (or less than $201)
1.5
Cash in Roth IRA
None (or less than $1,001)
None (or less than $201)
2
IRA
2.1
Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares (GSIMX)
$1,001 - $15,000
None (or less than $201)
2.2
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
2.3
Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
NEW YORK, New York
I continued to participate in this defined contribution plan after my separation, but the employer/plan sponsor will not make further contributions attributable to any period after my separation.
7/1995
2
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I receive the distribution of my final partnership share distribution. The payment is calculated based on my share of the firm's 2021 profits as of the close of the month preceding the date of withdrawal (i.e. as of 9/30/2022), less any amounts I have been paid by the firm towards that share as of the date of the withdrawal, and less contributions to be made on my behalf to the firm’s retirement plan.
1/2002
3
New York, New York
Pursuant to the partnership agreement, within 6 months following my withdrawal from the firm, I am entitled to receive a lump-sum payment of my capital account. This payment will be calculated as of the date of my withdrawal.
1/2002

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
Cash in IRA
$15,001 - $50,000
None (or less than $201)
1.2
Eaton Vance Floating-Rate Advantage Fund Class I Shares (EIFAX)
$15,001 - $50,000
None (or less than $201)
1.3
Fidelity Advisor Growth Opportunities Fund Class I Shares (FAGCX)
$50,001 - $100,000
None (or less than $201)
1.4
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$1,001 - $15,000
None (or less than $201)
1.5
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
1.6
iShares Global 100 ETF (IOO)
$1,001 - $15,000
None (or less than $201)
1.7
JPMorgan Ultra-Short Income ETF (JPST)
$15,001 - $50,000
None (or less than $201)
1.8
Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX)
$1,001 - $15,000
None (or less than $201)
1.9
Pacer Global Cash Cows Dividend ETF (GCOW)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account
1.1
Cash in Brokerage Account
$1,001 - $15,000
None (or less than $201)
1.2
Fidelity Advisor Growth Opportunities Fund Class I Shares (FAGCX)
$15,001 - $50,000
None (or less than $201)
1.3
Goldman Sachs Dynamic Municipal Income Fund Institutional Shares (GSMTX)
$1,001 - $15,000
None (or less than $201)
1.4
Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX)
$1,001 - $15,000
None (or less than $201)
1.5
Invesco QQQ Trust, Series 1 (QQQ)
$15,001 - $50,000
None (or less than $201)
1.6
iShares Global 100 ETF (IOO)
$1,001 - $15,000
None (or less than $201)
1.7
JPMorgan Ultra-Short Income ETF (JPST)
$1,001 - $15,000
None (or less than $201)
1.8
Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX)
$1,001 - $15,000
None (or less than $201)
1.9
Lord Abbett National Tax Free Fund Class I Shares (LTNIX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Apple, Inc. (AAPL)
Sale
12/16/2022
$1,001 - $15,000
2
Activision Blizzard, Inc. (ATVI)
Sale
12/06/2022
$1,001 - $15,000
3
Adobe, Inc. (ADBE)
Sale
12/06/2022
$1,001 - $15,000
4
Advanced Micro Devices, Inc. (AMD)
Sale
12/06/2022
$1,001 - $15,000
5
Airbnb, Inc. (ABNB)
Sale
12/06/2022
$1,001 - $15,000
6
Alphabet, Inc. (GOOGL)
Sale
12/06/2022
$1,001 - $15,000
7
Amazon.com, Inc. (AMZN)
Sale
12/06/2022
$1,001 - $15,000
8
American Electric Power Co., Inc. (AEP)
Sale
12/06/2022
$1,001 - $15,000
9
American Tower Corporation (REIT) (AMT)
Sale
12/06/2022
$1,001 - $15,000
10
Elevance Health Inc. (ELV)
Sale
12/06/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$250,001 - $500,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Associate attorney from May 1994 to December 2001 Non-equity partner in 2002 Equity partner from January 2003 to September 2022 Chair of the Firm's Management Committee from December 2020 to May 2022
7
74
previously called Square. Name changed 12/10/21, but ticker symbol did not.
7
153
previously called Square. Name changed 12/10/21, but ticker symbol did not.
7
244
Roth IRA
7
266
Was previously Anthem, Inc. (ANTM), but stock changed name on 6/28/22.
7
267
Was previously Anthem, Inc. (ANTM), but stock changed name on 6/28/22.
7
268
Merged/Acquired by Jazz Pharmaceuticals on 5/6/21
7
276
roth IRA
7
281
Square, Inc. (SQ) changed its name on 12/10/21, but kept the ticker symbol
7
287
IRA

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