Mariia Zimmerman
Strategic Advisor For Technical Assistance And Community Solutions, Office Of The Assistant Secretary For Transportation Policy
Estimated Net Worth
  • estimated net worth
    $1.6 M - $4.3 M
Salary
  • salary
    Unknown
Employment
  • Started 04/25/2022

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

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Richmond, Virginia
Principal
4/2022
2
Chicago, Illinois
Member, Board of Directors
6/2021
3
Richmond, Virginia
Member, Board of Directors
4/2022
4
Richmond, Virginia
Member, Board of Directors
4/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
MZ Traditional IRA
1.1
First TrustGlobal Tactical Commodity Strategy Fund (FTGC)
$1,001 - $15,000
None (or less than $201)
1.2
First Trust Rising Dividend Achievers ETF (RDVY)
$15,001 - $50,000
None (or less than $201)
1.3
First Trust Senior Loan Fund (FTSL)
$15,001 - $50,000
None (or less than $201)
1.4
First Trust Enhanced Short Maturity ETF (FTSM)
$1,001 - $15,000
None (or less than $201)
1.5
First Trust Preferred Securities and Income ETF (FPE)
$1,001 - $15,000
None (or less than $201)
1.6
Invesco International Dividend Achievers ETF (PID)
$15,001 - $50,000
None (or less than $201)
1.7
Invesco Nasdaq 100 ETF (QQQM)
$1,001 - $15,000
None (or less than $201)
1.8
Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)
$1,001 - $15,000
None (or less than $201)
1.9
Invesco S&P MidCap 400 Revenue ETF (RWK)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Richmond, Virginia
I will not participate in this defined contribution plan after my separation.
6/2012
2
Richmond, Virginia
Lump sum will be rolled into my Individual IRA
6/2014

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Richmond, Virginia
MZ Strategies LLC was my consulting business. Services comprised my annual salary. The following clients paid over $5,000 for my services via MZ Strategies during reported period.
2
San Francisco, California
Consulting services
3
Washington, District of Columbia
Consulting Services
4
Richmond , Virginia
Consulting services
5
Washington , District of Columbia
Research consulting services
6
Berkeley, California
Consulting services
7
Minneapolis, Minnesota
Consulting services
8
Chicago, Illinois
Consulting services
9
Minneapolis, Minnesota
Consulting services
10
New York, New York
Consulting services

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
University of Richmond (Academic institution)
salary
2
Traditional IRA
$100,001 - $250,000
None (or less than $201)
2.1
First TrustGlobal Tactical Commodity Strategy Fund (FTGC)
$1,001 - $15,000
None (or less than $201)
2.2
First Trust Rising Dividend Achievers ETF (RDVY)
$15,001 - $50,000
None (or less than $201)
2.3
First Trust Senior Loan Fund (FTSL)
$1,001 - $15,000
None (or less than $201)
2.4
First Trust Enhanced Short Maturity ETF (FTSM)
$1,001 - $15,000
None (or less than $201)
2.5
First Trust Preferred Securities and Income ETF (FPE)
$1,001 - $15,000
None (or less than $201)
2.6
Invesco International Dividend Achievers ETF (PID)
$1,001 - $15,000
None (or less than $201)
2.7
Invesco Nasdaq 100 ETF (QQQM)
$1,001 - $15,000
None (or less than $201)
2.8
Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Joint mutual fund account
$50,001 - $100,000
None (or less than $201)
1.1
Capital World Growth & Income Fund Class A Shares (CWGIX)
$15,001 - $50,000
None (or less than $201)
1.2
Growth Fund of America Class A Shares (AGTHX)
$1,001 - $15,000
None (or less than $201)
1.3
Income Fund of America Class A Shares (AMECX)
$15,001 - $50,000
None (or less than $201)
1.4
Cash Sweep - Bank Deposit Program (BDFS) (cash)
$1,001 - $15,000
None (or less than $201)
2
Joint Savings 1
$1,001 - $15,000
None (or less than $201)
3
Rental property (Richmond, VA)
$250,001 - $500,000
$15,001 - $50,000
4
Personal Checking
$1,001 - $15,000
None (or less than $201)
5
Personal savings
$50,001 - $100,000
None (or less than $201)
6
Virginia College Savings Plan 1 (529)
$100,001 - $250,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$100,001 - $250,000
2017
30-years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
2
This account has been closed and all assets in this account were rolled over into MZ Traditional IRA.
2
3
This account has been closed and all assets in this account were rolled over into MZ Traditional IRA.

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