Maria F. Jorge
United States Alternate Executive Director
Estimated Net Worth
  • estimated net worth
    $5.8 M - $16.6 M
Salary
  • salary
    Unknown
Employment
  • Started 05/17/2022

Financial Disclosure Details - OGE Form 278e (05/15/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
President - dormant since 06-2022
Present
2
Washington, District of Columbia
Managing partner
6/2022
3
Washington, District of Columbia
Trustee
Present
4
Washington, District of Columbia
Co-Trustee
Present
5
Washington, District of Columbia
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA #1
1.1
BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)
$15,001 - $50,000
None (or less than $201)
2
IRA #2
2.1
Akre Focus Fund Institutional Class Shares (AKRIX)
$15,001 - $50,000
None (or less than $201)
2.2
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
$100,001 - $250,000
None (or less than $201)
2.3
DoubleLine Total Return Bond Fund Class I Shares (DBLTX)
$100,001 - $250,000
None (or less than $201)
2.4
Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX)
$15,001 - $50,000
None (or less than $201)
2.5
Invesco S&P 500 Equal Weight ETF (RSP)
$50,001 - $100,000
None (or less than $201)
2.6
iShares Core US Aggregate Bond ETF (AGG)
$50,001 - $100,000
None (or less than $201)
2.7
iShares Core S&P 500 ETF (IVV)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
My consulting business will be inactive during my appointment and all outstanding client fees will be fixed before I enter government service.
6/2021

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
1.1
Akre Focus Fund Institutional Class Shares (AKRIX)
$15,001 - $50,000
None (or less than $201)
1.2
Alerian MLP ETF (AMLP)
$100,001 - $250,000
None (or less than $201)
1.3
BlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX)
$50,001 - $100,000
None (or less than $201)
1.4
BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)
$50,001 - $100,000
None (or less than $201)
1.5
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
$50,001 - $100,000
None (or less than $201)
1.6
DoubleLine Total Return Bond Fund Class I Shares (DBLTX)
$50,001 - $100,000
None (or less than $201)
1.7
Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX)
$50,001 - $100,000
None (or less than $201)
1.8
Invesco S&P 500 Equal Weight ETF (RSP)
$15,001 - $50,000
None (or less than $201)
1.9
iShares Core US Aggregate Bond ETF (AGG)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Joint Account
1.1
Guggenheim Macro Opportunities Fund Institutional Class Shares (GIOIX)
$50,001 - $100,000
$2,501 - $5,000
1.2
Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX)
$100,001 - $250,000
$1,001 - $2,500
1.3
U.S. Investment Account Cash
$100,001 - $250,000
$201 - $1,000
1.4
3M Co. (MMM)
$15,001 - $50,000
$201 - $1,000
1.5
BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)
$15,001 - $50,000
$201 - $1,000
1.6
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
$15,001 - $50,000
$201 - $1,000
1.7
Hubbell, Inc. (HUBB)
$50,001 - $100,000
$201 - $1,000
1.8
Intel Corp. (INTC)
$1,001 - $15,000
$201 - $1,000
1.9
iShares Core S&P 500 ETF (IVV)
$100,001 - $250,000
$1,001 - $2,500

Transactions

#
Description
Type
Date
Amount
1
Amdocs Limited Ord
Sale
07/01/2022
$1,001 - $15,000
2
Sba Communications Corp New CL A
Sale
07/01/2022
$1,001 - $15,000
3
Dish Network Corp Class A
Sale
07/01/2022
$1,001 - $15,000
4
Crown Castle Intl
Sale
07/01/2022
$1,001 - $15,000
5
Lumen Technologies Inc Isin Us5502411037 Sedol BMDH249
Sale
07/01/2022
$1,001 - $15,000
6
Digital Realty Trust Inc REIT
Sale
07/01/2022
$1,001 - $15,000
7
Akamai Technologies
Sale
07/01/2022
$1,001 - $15,000
8
Ericsson Sek 10 New 2002 ADR
Sale
07/01/2022
$1,001 - $15,000
9
Liberty Global PLC CL A New
Sale
07/01/2022
$1,001 - $15,000
10
Equinix Inc Com Par $0.001
Sale
07/01/2022
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Newrez
$1,000,001 - $5,000,000
2021
30 Year Fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Inter-American Development Bank
Washington, District of Columbia
Panama City March 2023 (hotel, meals, event)
1,777.45
2
Inter-American Development Bank
Washington, District of Columbia
Denver, Colorado April 2023 (hotel, meals, transportation)
1,202.54

Endnotes

Section
#
Description
2
4
Largely focused on international trade, intellectual property and access to medicines
5
3
Advice on long term strategy, crisis management and politics.

Do you have information about Maria F. Jorge that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved