Lopa Kolluri
Principal Deputy Assistant Secretary for the Office of Housing and the Federal Housing Administration (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $2.5 M - $7.2 M
Salary
  • salary
    Unknown
Employment
  • 02/16/2021 - 05/13/2022
Departed Administration
  • Yes
Post Appointment Role
  • Senior Vice President (M&T Bank)

Financial Disclosure Details - OGE Form 278e (03/04/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Philadelphia, Pennsylvania
Senior Vice President & Chief Operating Officer
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Philadelphia Housing Authority
Salary/Bonus
$213,830
2
Wells Fargo Defined Contribution Plan
2.1
Target Maturity T. Rowe Price Retirement I 2030 I (TRRCX)
$100,001 - $250,000
$5,001 - $15,000
3
VOYA Defined Contribution Plan
3.1
Voya Fixed Account
$1,001 - $15,000
None (or less than $201)
3.2
Voya Balanced Portfolio I (IBPIX)
$1,001 - $15,000
$201 - $1,000
3.3
Voya Index Plus LargeCap Portfolio I (IPLIX)
$1,001 - $15,000
$1,001 - $2,500
3.4
Fidelity VIP Eqty-Income Port I (FLOLC)
$1,001 - $15,000
$201 - $1,000
3.5
Fidelity VIP Contrafund Port I (FAVCF)
$1,001 - $15,000
$2,501 - $5,000
4
TIAA/CREF

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Trenton, New Jersey
This retirement account is still housed at and managed by the Plan Sponsor's retirement fund manager (VOYA), but neither I nor the sponsor make contributions towards this account.
1/2003
2
Philadelphia, Pennsylvania
This retirement account is still housed at and managed by the Plan Sponsor's retirement fund manager (Wells Fargo), but neither I nor the sponsor make contributions towards this account.
4/2017
3
Silver Spring, Maryland
This retirement account is still housed at and managed by the Plan Sponsor's retirement fund manager (TIAA- CREF), but neither I nor the sponsor make contributions towards this account.
6/1997

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Philadelphia, Pennsylvania
Served as the Senior Vice President & Chief Operating Officer

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Cooper's Ferry Partnership
Salary
2
CBS Outdoor Group
consulting fees
3
Merill Lynch - IRA
3.1
IIAXX BANK OF AMERICA, NA RASP
$1,001 - $15,000
Interest
None (or less than $201)
3.2
Apple, Inc. (AAPL)
$100,001 - $250,000
Dividends Capital Gains Interest
$50,001 - $100,000
4
Fidelity Investments - Defined Contribution PLan
4.1
AF Trgt Date 2035 R2
$100,001 - $250,000
$15,001 - $50,000
5
State of New Jersey, defined benefit plan
$50,001 - $100,000
None (or less than $201)
6
Merill Lynch - Managed IRA
6.1
IIAXX BANK OF AMERICA, NA RASP
$1,001 - $15,000
Interest
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Merill Lynch - Non-Retirement Investment Account
1.1
ML BANK DEPOSIT PROGRAM
$15,001 - $50,000
$5,001 - $15,000
1.2
iShares Short-Term National Muni Bond ETF (SUB)
$15,001 - $50,000
$201 - $1,000
1.3
VANGUARD 500 INDEX FUND SHS ETF (VOO)
$1,001 - $15,000
None (or less than $201)
1.4
COLUMBIA EMERGING MKTS CONSUMER ETF (ECON)
$1,001 - $15,000
$2,501 - $5,000
1.5
iShares Core High Dividend ETF (HDV)
$100,001 - $250,000
$5,001 - $15,000
1.6
iShares Nasdaq Biotechnology ETF (IBB)
$15,001 - $50,000
$5,001 - $15,000
1.7
Consumer Staples Select Sector SPDR Fund (XLP)
$50,001 - $100,000
$5,001 - $15,000
1.8
Consumer Discretionary Select Sector SPDR Fund (XLY)
$100,001 - $250,000
$15,001 - $50,000
1.9
MainStay MacKay High Yield Municipal Bond Fund Class I Shares (MMHIX)
$15,001 - $50,000
$2,501 - $5,000

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
6
1.23
Position liquidated
6
1.24
Position liquidated
6
1.25
Position liquidated
6
10.1
Home 2 suites by Hilton, Phoenix, AZ.

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