Melissa G. Dalton
Assistant Secretary for Homeland Defense & Global Security
Estimated Net Worth
- $1.8 M - $7.3 M
Salary
- Unknown
Employment
- Started 02/28/2022
Financial Disclosure Details - OGE Form 278e (05/03/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Vienna, Virginia | Volunteer Leader, Troop 50124 (unpaid) | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | U.S. Money Market Account (Cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | Global X Copper Miners ETF (COPX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | Global X Genomics & Biotechnology ETF (GNOM) | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Avantis International Small Cap Value ETF (AVDV) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | iShares Latin America 40 ETF (ILF) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Daybreak LLC | salary | $180,000 | |
2 | Azimuth1, Inc (Information Technology) (common stock) | $1,000,001 - $5,000,000 | None (or less than $201) | |
3 | IRA | |||
3.1 | Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX) | $100,001 - $250,000 | None (or less than $201) | |
3.2 | Global X Copper Miners ETF (COPX) | $50,001 - $100,000 | None (or less than $201) | |
3.3 | Global X Genomics & Biotechnology ETF (GNOM) | $50,001 - $100,000 | None (or less than $201) | |
3.4 | Avantis International Small Cap Value ETF (AVDV) | $15,001 - $50,000 | None (or less than $201) | |
3.5 | iShares Latin America 40 ETF (ILF) | $15,001 - $50,000 | None (or less than $201) | |
3.6 | Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX) | $15,001 - $50,000 | None (or less than $201) | |
3.7 | PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | Apple, Inc. (AAPL) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | U.S. Money Market Account (Cash) | None (or less than $1,001) | None (or less than $201) | |
1.3 | JPMorgan Large Cap Growth Fund Class I Shares (SEEGX) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Neuberger Berman Guardian Fund Institutional Class Shares (NGDLX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Vanguard Small-Cap Growth Index Fund Admiral Class Shares (VSGAX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | PGIM Total Return Bond Fund Class Z Shares (PDBZX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Amazon.com, Inc. (AMZN) | Purchase | 05/25/2022 | $15,001 - $50,000 |
2 | Freeport-McMoRan, Inc. (FCX) | Purchase | 08/19/2022 | $1,001 - $15,000 |
3 | Amazon.com, Inc. (AMZN) | Purchase | 05/25/2022 | $15,001 - $50,000 |
4 | Apple, Inc. (AAPL) | Sale | 12/02/2022 | $15,001 - $50,000 |
5 | Delaware Small Cap Core Fund Institutional Class Shares (DCCIX) | Purchase | 12/05/2022 | $1,001 - $15,000 |
6 | Dodge & Cox International Stock Fund (DODFX) | Purchase | 12/05/2022 | $1,001 - $15,000 |
7 | Hartford Core Equity Fund Class I Shares (HGIIX) | Purchase | 12/05/2022 | $1,001 - $15,000 |
8 | PGIM Short Duration High Yield Income Fund Class Z Shares (HYSZX) | Purchase | 12/15/2022 | $1,001 - $15,000 |
9 | Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX) | Sale | 12/15/2022 | $1,001 - $15,000 |
10 | Lord Abbett Core Fixed Income Fund Class I Shares (LCRYX) | Purchase | 12/05/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper | $500,001 - $1,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 2.1 | Mapbox is an American provider of custom online maps for websites and applications. |
6 | 2.2 | Varo is an American mobile only neobank based in San Francisco, California. The company provides financial services through its mobile app and currently has 1 million customers. |
6 | 2.3 | Yieldstreet allows investors to participate in crowdfunding for a wide array of alternative investments, including real estate, commercial, and art investments. |
6 | 2.4 | Brennan Investment Group is a real estate investment company. They purchased land to develop and lease to a long term storage facility company. Filer advises this is a note and not a reportable security for 278T purposes. |
6 | 2.5 | Locked Brands is the inventor and supplier of MedSure Systems secure medication dispenser for in home use. |
7 | 1 | Spouse IRA |
7 | 2 | Filer IRA |
7 | 3 | Filer's IRA |
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