Marianne L. Engelman-Lado
Deputy General Counsel for Environmental Initiatives, OGC
Estimated Net Worth
  • estimated net worth
    $1.4 M - $3.9 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/15/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
South Royalton, Vermont
Associate Professor of Law
2/2021
2
New Haven, Connecticut
Lecturer
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
City University of New York, defined contribution plan (tax deferred annuity)
1.1
CREF Growth R3 (QCGRIX)
$1,001 - $15,000
None (or less than $201)
1.2
TIAA Access Large-Cap Value Fund
$1,001 - $15,000
None (or less than $201)
1.3
TIAA Access Quant Small-Cap Equity Fund
$1,001 - $15,000
None (or less than $201)
1.4
TIAA Real Estate (QREARX)
$1,001 - $15,000
None (or less than $201)
1.5
TIAA Traditional
$1,001 - $15,000
None (or less than $201)
1.6
TIAA-CREF Lifecycle 2025 Fund - Institutional Class (TCYIX)
$1,001 - $15,000
None (or less than $201)
2
Yale University, defined contribution plan
2.1
TIAA Traditional
$15,001 - $50,000
None (or less than $201)
2.2
Vanguard Developed Markets Index Institutional Plus Class (VDIPX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in both of the CUNY defined contribution plans. The plan sponsor does not/will not make further contributions after my separation.
11/1996
2
New Haven, Connecticut
I will continue to participate in this defined contribution plan. The plan sponsor does not/will not make further contributions after my separation.
1/2017
3
South Royalton, Vermont
I will continue to participate in this defined contribution plan. The plan sponsor does not/will not make further contributions after my separation.
7/2019
4
Newark, New Jersey
I will continue to participate in this defined contribution plan. The plan sponsor does not/will not make further contributions after my separation.
7/2009
5
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor does not/will not make further contributions after my separation.
1/2010
6
New York, New York
I will continue to participate in this defined benefit plan that is now in the form of an annuity. There are no contributions to this plan by the filer or the former employer.
9/1989
7
New York, New York
I will continue to participate in this defined contribution plan. The plan sponsor does not/will not make further contributions after my separation.
6/1999

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
Northwell Health (Not-for-profit healthcare network)
salary
2
IRA
2.1
Vanguard Total World Stock Index Fund ETF (VT)
$100,001 - $250,000
None (or less than $201)
2.2
iShares Currency Hedged MSCI ACWI ex US ETF (HAWX)
$50,001 - $100,000
None (or less than $201)
2.3
Schwab Fundamental US Broad Market Index ETF (FNDB)
$15,001 - $50,000
None (or less than $201)
2.4
iShares MSCI Intl Value Factor ETF (IVLU)
$15,001 - $50,000
None (or less than $201)
2.5
iShares Global REIT ETF (REET)
$15,001 - $50,000
None (or less than $201)
2.6
Charles Schwab US REIT ETF (SCHH)
$15,001 - $50,000
None (or less than $201)
2.7
IRA - cash account
$15,001 - $50,000
None (or less than $201)
2.8
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
$100,001 - $250,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US domestic bank (cash account)
$15,001 - $50,000
None (or less than $201)
2
Neuberger Mid Cap Growth FD Inv Cl
None (or less than $1,001)
None (or less than $201)
3
UGMA #2
3.1
Neuberger Mid Cap Growth FD Inv Cl
$1,001 - $15,000
None (or less than $201)
3.2
T. Rowe Price Science and Technology Fund (PRSCX)
$15,001 - $50,000
None (or less than $201)
3.3
DoubleLine Total Return Bond Fund Class N Shares (DLTNX)
$1,001 - $15,000
None (or less than $201)
3.4
iSharesJPMorgan USDEmerging Markets Bond ETF (EMB)
$1,001 - $15,000
None (or less than $201)
3.5
iShares Edge MSCI Intl Value Factor ETF (IVLU)
$1,001 - $15,000
None (or less than $201)
3.6
iShares Global REIT ETF (REET)
$1,001 - $15,000
None (or less than $201)
3.7
Global X Renewable Energy Producers ETF (RNRG)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
DoubleLine Low Duration Bond Fund Class I Shares (DBLSX)
Purchase
06/24/2021
$100,001 - $250,000
2
WisdomTreeEmerging Markets High Dividend Fund (DEM)
Purchase
06/24/2021
$15,001 - $50,000
3
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Purchase
06/24/2021
$50,001 - $100,000
4
WisdomTree Japan SmallCap Dividend Fund (DFJ)
Sale
06/24/2021
$15,001 - $50,000
5
DoubleLine Flexible Income Fund Class I Shares (DFLEX)
Purchase
06/24/2021
$50,001 - $100,000
6
WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS)
Purchase
06/24/2021
$50,001 - $100,000
7
Schwab Fundamental US Broad Market Index ETF (FNDB)
Purchase
06/24/2021
$1,001 - $15,000
8
iShares Currency Hedged MSCI ACWI ex US ETF (HAWX)
Purchase
06/24/2021
$15,001 - $50,000
9
iShares Gold Trust (IAU)
Sale
06/24/2021
$15,001 - $50,000
10
iShares Edge MSCI Intl Value Factor ETF (IVLU)
Purchase
06/24/2021
$15,001 - $50,000

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
2
10
This asset is now in the form of an annuity held by the Principal Insurance Company.

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