Lisa Molyneux
Principal Deputy Assistant Secretary For Financial Resources
Estimated Net Worth
  • estimated net worth
    $3.8 M - $8.3 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/20/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
LZM Consulting, LLC
Bethesda, Maryland
President and Resident Agent
7/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
LPI 403(b)
1.1
TRP Retirement 2040 Fund
$15,001 - $50,000
None (or less than $201)
2
IRA #2 (Roth)
2.1
T Rowe Price Equity Income Roth
$1,001 - $15,000
None (or less than $201)
3
IRA #1
3.1
T Rowe Price Equity Income
$100,001 - $250,000
None (or less than $201)
4
IRA #3
4.1
Victory Target Retirement 2030
$50,001 - $100,000
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
Traditional IRA
1.1
Vanguard GNMA Admiral
$100,001 - $250,000
None (or less than $201)
1.2
Vanguard Inter Term Treasury
$15,001 - $50,000
None (or less than $201)
2
Rollover IRA
2.1
Vanguard Federal MMF
$250,001 - $500,000
None (or less than $201)
2.2
Vanguard Total Intl Stock Index
$100,001 - $250,000
None (or less than $201)
3
Hart Research 401(K)
3.1
Fidelity 500 Index
$100,001 - $250,000
None (or less than $201)
3.2
Fidelity Small Cap Index
$100,001 - $250,000
None (or less than $201)
3.3
Vanguard Total Intl Index
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Franklin Mutual Shares Fund Class Z Shares (MUTHX)
$50,001 - $100,000
$5,001 - $15,000
2
Sequoia Fund, Inc (SEQUX)
$100,001 - $250,000
None (or less than $201)
3
Starbucks Corp. (SBUX)
$15,001 - $50,000
Dividends
$201 - $1,000
4
U.S. bank acct (cash)
$100,001 - $250,000
None (or less than $201)
5
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)
$500,001 - $1,000,000
$5,001 - $15,000
6
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
$100,001 - $250,000
$5,001 - $15,000
7
Vanguard Municipal Money Market Fund Investor Shares (VMSXX)
$500,001 - $1,000,000
$15,001 - $50,000
8
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$100,001 - $250,000
$5,001 - $15,000
9
Vanguard Federal Money Market Fund Investor Shares (VMFXX)
$100,001 - $250,000
$5,001 - $15,000
10
Vanguard Nevada 529 Child #1

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

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
Nothing reported in this section

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