Margaret Kabat
Senior Advisor
Estimated Net Worth
  • estimated net worth
    $569 K - $1.5 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/09/2023)

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
$15,001 - $50,000
None (or less than $201)
1.1
Victory Income Fund
$1,001 - $15,000
None (or less than $201)
1.2
Victory Global Equity Income Fund
$1,001 - $15,000
None (or less than $201)
2
IRA
$15,001 - $50,000
None (or less than $201)
2.1
Victory Income Fund
$1,001 - $15,000
None (or less than $201)
2.2
Victory Global Equity Income Fund
$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
1
SK&A Profit Sharing Trust
$250,001 - $500,000
None (or less than $201)
1.1
Jennison Large Cap Growth
$50,001 - $100,000
None (or less than $201)
1.2
Vanguard Total Bond Market Index
$50,001 - $100,000
None (or less than $201)
1.3
Fidelity Freedom Blend 20
$50,001 - $100,000
None (or less than $201)
1.4
American Funds Euro Pacific Growth Fund Class R-6
$50,001 - $100,000
None (or less than $201)
1.5
Prudential Core Plus Bond Fund Class 12
$1,001 - $15,000
None (or less than $201)
1.6
Vanguard Mid-Cap Index Fund Institutional Shares
$1,001 - $15,000
None (or less than $201)
1.7
Victory Small Cap Value Collective
$1,001 - $15,000
None (or less than $201)
2
SK&A (Salary)
$100,001 - $1,000,000
3
SK&A (Bonus)
$50,001 - $100,000

Other Assets and Income

#
Description
Value
Type
Amount
1
USAA Whole Life Insurance
$15,001 - $50,000
None (or less than $201)
2
USAA Whole Life Insurance
$15,001 - $50,000
None (or less than $201)
3
Maryland College Savings Plan #1
None (or less than $1,001)
None (or less than $201)
3.1
Portfolio for Education Today
None (or less than $1,001)
None (or less than $201)
4
Maryland College Savings Plan #2
$15,001 - $50,000
None (or less than $201)
4.1
Portfolio 2024
$15,001 - $50,000
None (or less than $201)
5
State Farm Account (cash)
$1,001 - $15,000
None (or less than $201)
6
US Bank (cash)
$15,001 - $50,000
None (or less than $201)
7
Brokerage Account (1)
$1,001 - $15,000
None (or less than $201)
7.1
Bank of America Corp. (BAC)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Chase
$15,001 - $50,000
2022
revolving
2
Citibank
$10,001 - $15,000
2022
revolving
3
US Dep of Ed
$10,001 - $15,000
2022
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Elizabeth Dole Foundation
Washington, District of Columbia
Attendance with spouse at annual Gala
$1,000
2
Tragedy Assistance Program for Survivors
Washington, District of Columbia
Attendance with spouse at Annual Gala
$1,000

Endnotes

Section
#
Description
Nothing reported in this section

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