Marquerite L. Clavel
Chief of Staff (Departed Administration)
Estimated Net Worth
  • estimated net worth
    Unknown
Salary
  • salary
    Unknown
Employment
  • Departed 07/31/2023
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278 Termination (08/28/2023)

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
Bill & Melinda Gates Foundation, 403(b) plan
1.1
Metropolitan West Total Return Bond I (MWTIX)
$1,001 - $15,000
None (or less than $201)
1.2
Vanguard Total Bond Market Index I (VBTIX)
$1,001 - $15,000
None (or less than $201)
1.3
American Funds Europacific Gr R6 (RERGX)
$15,001 - $50,000
None (or less than $201)
1.4
Fidelity 500 Index (FXAIX)
$1,001 - $15,000
None (or less than $201)
1.5
Fidelity Total Intl Index Instl Premium (FTIHX)
$15,001 - $50,000
None (or less than $201)
1.6
Loomis Sayles Small Cap Growth Instl (LSSIX)
$1,001 - $15,000
None (or less than $201)
1.7
MFS Value R4 (MEIJX)
$15,001 - $50,000
None (or less than $201)
1.8
T. Rowe Price Instl Mid-Cap Equity Gr (PMEGX)
$1,001 - $15,000
None (or less than $201)
1.9
Vanguard Mid-Cap Value Index Admiral (VMVAX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Seattle, Washington
I will continue to participate in these two defined contribution plans, but the plan sponsor no longer makes contributions.
5/2015

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
McGuireWoods LLP (Law firm) capital account
$250,001 - $500,000
Interest
$5,001 - $15,000
2
McGuireWoods, 401(k) plan:
2.1
T. Rowe Price Retire 2040 Tr B
$500,001 - $1,000,000
None (or less than $201)
3
McGuireWoods LLP (Law firm)
salary
4
McGuireWoods Cash Balance Pension Plan
$100,001 - $250,000
None (or less than $201)
5
Davenport IRA
5.1
SIRIUS XM HOLDINGS INC COM (SIRI)
None (or less than $1,001)
$201 - $1,000
5.2
DAVENPORT EQUITY OPPORTUNITIES FUND (DEOPX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Rocky Branch Enterprises LLC (real estate holding company)
1.1
Residential real estate, Cartersville, VA
$100,001 - $250,000
Rent or Royalties
$2,501 - $5,000
1.2
Residential real estate, Cartersville, VA
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
2
U.S. bank (cash)
$100,001 - $250,000
None (or less than $201)
3
Virginia College Savings Plan
3.1
AF Growth Portfolio
$15,001 - $50,000
None (or less than $201)
4
DC college savings plan
4.1
Non-U.S. Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
4.2
US Total Stock Market Index Portfolio
$1,001 - $15,000
None (or less than $201)
4.3
U.S. Small Cap Equity Portfolio
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Davenport Value and Income Fund (DVIPX)
Purchase
02/07/2023
$100,001 - $250,000

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
Nothing reported in this section

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