Marisa L. Lago
Department of Commerce (Commerce)
Under Secretary for International Trade
Estimated Net Worth
  • estimated net worth
    $6.0 M - $15.4 M
Salary
  • salary
    Unknown
Employment
  • Started 12/28/2021
Records

Financial Disclosure Details - OGE Form 278e (04/01/2024)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Probate Administrator (unpaid)
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Brokerage #3 (Roth IRA)
1.1
Fidelity Balanced Fund (FBALX)
$50,001 - $100,000
None (or less than $201)
1.2
Fidelity Government Money Market Fund (SPAXX)
None (or less than $1,001)
None (or less than $201)
2
Brokerage #5 (IRA)
2.1
Fidelity Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX)
$250,001 - $500,000
None (or less than $201)
2.2
Fidelity NASDAQ Composite Index Fund (FNCMX)
$250,001 - $500,000
None (or less than $201)
2.3
Fidelity ZERO Large Cap Index Fund (FNILX)
$500,001 - $1,000,000
None (or less than $201)
2.4
Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX)
$250,001 - $500,000
None (or less than $201)
2.5
Fidelity Government Money Market Fund (SPAXX)
None (or less than $1,001)
None (or less than $201)
2.6
USAA Nasdaq-100 Index Fund (USNQX)
$250,001 - $500,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
Pursuant to the terms of the plan, my interest in this plan is unvested until such time as I have 10 years of creditable service with the State of New York or the City of New York. My interest is currently unvested.
10/1983
2
Albany, New York
Pursuant to the terms of the plan, my interest in this plan is unvested until such time as I have 10 years of creditable service with the State of New York or the City of New York. My interest is currently unvested.
9/2008

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
Brokerage #4 (Spouse 401k)
1.1
Fidelity Balanced Fund (FBALX)
$250,001 - $500,000
None (or less than $201)
1.2
Fidelity Government Cash Reserves (FDRXX)
None (or less than $1,001)
None (or less than $201)
2
Brokerage #6 (Spouse IRA)
2.1
Fidelity Advisor Floating Rate High Income FundFidelity Floating Rt Hi Inc Fd Shs (FFRHX)
$250,001 - $500,000
None (or less than $201)
2.2
Fidelity NASDAQ Composite Index Fund (FNCMX)
$250,001 - $500,000
None (or less than $201)
2.3
Fidelity ZERO Large Cap Index Fund (FNILX)
$500,001 - $1,000,000
None (or less than $201)
2.4
Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX)
$250,001 - $500,000
None (or less than $201)
2.5
Fidelity Government Money Market Fund (SPAXX)
None (or less than $1,001)
None (or less than $201)
2.6
USAA Nasdaq-100 Index Fund (USNQX)
$250,001 - $500,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (Cash)
1.1
Checking
$100,001 - $250,000
Interest
None (or less than $201)
1.2
CD #1
None (or less than $1,001)
Interest
$1,001 - $2,500
1.3
CD #2
$1,001 - $15,000
Interest
$201 - $1,000
1.4
CD #3
$100,001 - $250,000
Interest
$2,501 - $5,000
2
Personal Loan to Family Member
$50,001 - $100,000
Interest
$2,501 - $5,000
3
Family Trust #1 - Excepted Trust
None (or less than $201)
4
Family Trust #2 - Excepted Trust
None (or less than $201)
5
NY 529 #2 (College Savings Plan), no remaining assets
None (or less than $1,001)
Cash Distribution
$45,174
6
NY 529 #3 (College Savings Plan)

Transactions

#
Description
Type
Date
Amount
1
Fidelity Total Bond FundFidelity Total Bond Shares (FTBFX)
Sale
03/15/2023
$100,001 - $250,000
2
Fidelity Limited Term Municipal Income Fund (FSTFX)
Purchase
03/23/2023
$50,001 - $100,000
3
Fidelity ZERO Large Cap Index Fund (FNILX)
Purchase
06/28/2023
$50,001 - $100,000
4
Fidelity Limited Term Municipal Income Fund (FSTFX)
Purchase
06/28/2023
$50,001 - $100,000
5
Fidelity Limited Term Municipal Income Fund (FSTFX)
Purchase
06/28/2023
$100,001 - $250,000
6
Fidelity Advisor Strategic Income Fund (FADMX)
Sale
06/28/2023
$50,001 - $100,000
7
Fidelity Equity-Income Fund (FEQIX)
Sale
06/28/2023
$100,001 - $250,000
8
Fidelity Low-Priced Stock Fund (FLPSX)
Sale
06/28/2023
$50,001 - $100,000
9
Fidelity ZERO Large Cap Index Fund (FNILX)
Purchase
10/27/2023
$50,001 - $100,000
10
Fidelity Limited Term Municipal Income Fund (FSTFX)
Sale
10/27/2023
$50,001 - $100,000

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
3
I am currently not vested in this plan.
2
4
I am currently not vested in this plan.
6
3
Trust qualifies as an Excepted Trust pursuant to 5 CFR 2634.312(b)(2).
6
4
Trust qualifies as an Excepted Trust pursuant to 5 CFR 2634.312(b)(2).
6
5
NY 529 #2 was closed in 2023 and had no ending value following distributions.
7
102
This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring.
7
103
This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring.
7
104
This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring.
7
105
This transaction was initiated by Fidelity as a merger of FLCEX into FELC. Shares of the funds were exchanged with no taxable event occurring.

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