Lisa S. Kenna
Prinicpal Deputy Assistant Secretary of the Bureau of Intelligence and Research (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $3.7 M - $8.9 M
Salary
  • salary
    Unknown
Employment
  • Started 09/11/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (03/09/2023)

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
Roth IRA
1.1
SPDR S&P 500 ETF Trust
$1,001 - $15,000
None (or less than $201)
1.2
iShares Trust Cohen Steers REIT
$1,001 - $15,000
None (or less than $201)
1.3
Vanguard FTSE All-World Ex-US ETF
$1,001 - $15,000
None (or less than $201)
1.4
US Bank #1 Acct (Cash)
$1,001 - $15,000
None (or less than $201)
2
Traditional IRA
2.1
Invesco S&P 500 Equal Weight ETF
$15,001 - $50,000
None (or less than $201)
2.2
U.S. Bank #2 (Cash)
$15,001 - $50,000
None (or less than $201)
2.3
iShares Trust Russell Mid-Cap ETF
$15,001 - $50,000
None (or less than $201)
2.4
iShares Trust Core US Aggregate Bond ETF
$1,001 - $15,000
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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
US Treasury Bond
$1,001 - $15,000
Interest
$201 - $1,000
2
Berkeley WR Corp Preferred
None (or less than $1,001)
Dividends
$201 - $1,000
3
Union Pacific Corp
$15,001 - $50,000
Dividends
$201 - $1,000
4
Verizon
$15,001 - $50,000
Dividends
$201 - $1,000
5
Intel
None (or less than $1,001)
Dividends
$201 - $1,000
6
Honeywell
None (or less than $1,001)
Dividends
$201 - $1,000
7
Newmarket Corp Sr Note
None (or less than $1,001)
None (or less than $201)
8
AT&T Preferred
$15,001 - $50,000
Dividends
$1,001 - $2,500
9
JP Morgan Chase and Co.
$15,001 - $50,000
Dividends
$201 - $1,000
10
Verizon Comms Inc Bond
$15,001 - $50,000
Interest
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
iShares iBonds Dec 2027 Term Corporate ETF (IBDS)
Purchase
01/06/2022
$50,001 - $100,000
2
iShares iBonds Dec 2026 Term Corporate ETF (IBDR)
Purchase
01/06/2022
$15,001 - $50,000
3
iShares iBonds Dec 2025 Term Corporate ETF (IBDQ)
Purchase
01/06/2022
$15,001 - $50,000
4
iShares Core S&P Mid-Cap ETF (IJH)
Purchase
01/10/2022
$1,001 - $15,000
5
iShares Russell 2000 ETF (IWM)
Purchase
01/10/2022
$15,001 - $50,000
6
Brown Capital Management International Small Company Fund Inst Shares (BCSFX)
Purchase
01/10/2022
$1,001 - $15,000
7
Texas Instruments Incorporated (TXN)
Purchase
01/24/2022
$1,001 - $15,000
8
salesforce.com, inc. (CRM)
Purchase
01/24/2022
$1,001 - $15,000
9
Roper Technologies, Inc. (ROP)
Purchase
01/24/2022
$1,001 - $15,000
10
The PNC Financial Services Group, Inc. (PNC)
Purchase
01/24/2022
$1,001 - $15,000

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
59
Filer indicated this asset was reported last year as "Anthem Inc"
6
62
Filer indicated this asset was reported last year as "ebay inc"
6
65
Filer indicated this asset was reported last year as "Mariott International Inc"
6
67
Filer indicated this asset was reported last year as "Southwest airlines"

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