Monica Bertagnolli
Director of National Institutes of Health
Estimated Net Worth
  • estimated net worth
    $5.2 M - $19.7 M
Salary
  • salary
    Unknown
Employment
  • Started 11/07/2023

Financial Disclosure Details - OGE Form 278e (03/07/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Brigham & Women's Hospital/Dana Farber Cancer Inst.
Boston, Massachusetts
physician
10/2022
2
Atlanta, Georgia
Board of Directors
8/2022
3
Bedford, Massachusetts
Consultant
10/2022
4
Prevent Cancer Foundation
Alexandria, Virginia
Board of Directors
8/2022
5
Natera, Inc.
San Carlos, California
Board of Directors
8/2022
6
Leap Therapeutics
Cambridge, Massachusetts
Board of Directors
8/2022
7
Oncoclinicas Do Brasil Servicos Medicos
Sao Paulo, Brazil, Outside U.S.
Board of Directors
8/2022
8
Alliance for Clinical Trials in Oncology
Chicago, Illinois
President
9/2022
9
White Acorn Ranch
Newton, Massachusetts
Secretary
Present
10
Bertagnolli and Dannenberg, LLC
Newton, Massachusetts
Secretary
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
MITRE Corporation
Consulting Fees
$5,375
2
Brigham & Women's Hospital
Salary & bonus
$1,609,198
3
Oncoclinicas Do Brasil Servicos Medicos
Director Fees
$50,025
4
Leap Therapeutics
Director Fees
$32,821
5
Brigham & Women's Hospital - 403(b) -- 100% in Vanguard Target Retirement 2025 (VTTVX)
$1,000,001 - $5,000,000
None (or less than $201)
6
Mass General Brigham - 403(b) -- 100% in Vanguard Target Retirement 2025 (VTTVX)
$500,001 - $1,000,000
None (or less than $201)
7
Mass General Brigham 457(b) - 100% in Vanguard Target Retirement 2025 (VTTVX)
$100,001 - $250,000
None (or less than $201)
8
Mass General Brigham 401(A) - 100% in Vanguard Target Retirement 2025 (VTTVX)
$15,001 - $50,000
None (or less than $201)
9
TIAA-CREF acct (Weill Cornell Medical College)
9.1
TIAA Traditional Annuity-Supplemental Retirement Annuity
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Brigham & Women's Hospital 403(b)
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions.
10/1999
2
Mass General Brigham 403(b)
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions.
10/1999
3
Mass General Brigham 457(b)
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions.
10/1999
4
Mass General Brigham 401(a)
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions.
10/1999
5
Weill Cornell Medical College
New York, New York
TIAA-CREF acct. I will continue to participate in this defined contribution plan. The plan sponsor does not make further contributions.
7/1994

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
Jewish Family & Children's Services
caregiver support payments
2
Geode Capital 401K held at Fidelity -- 100% in Fidelity Government Money Mkt Fund (SPAXX)
$250,001 - $500,000
None (or less than $201)
3
BNP PARIBAS retirement plan -- 100% in Fidelity Treasury Only Money Mkt Fund (FDLXX)
$15,001 - $50,000
None (or less than $201)
4
Self Employment IRA (SEP-IRA) - 100% cash account
$100,001 - $250,000
None (or less than $201)
5
Group One Trading LP (stockbroker)
consulting fees

Other Assets and Income

#
Description
Value
Type
Amount
1
US bank # 1 (cash accounts)
$100,001 - $250,000
None (or less than $201)
2
US bank # 2 (cash accounts)
$500,001 - $1,000,000
None (or less than $201)
3
US bank # 3 (cash accounts)
$500,001 - $1,000,000
None (or less than $201)
4
US brokerage acct.
4.1
US brokerage acct (cash)
$100,001 - $250,000
None (or less than $201)
4.2
Ameriprise Financial, Inc. (AMP)
$1,001 - $15,000
None (or less than $201)
5
Fidelity U Fund - MA 529 Plan (100% in College Portfolio)
$15,001 - $50,000
None (or less than $201)
6
MetLife Whole Life policy
$1,001 - $15,000
None (or less than $201)
7
Finitive Holdings, Inc., convertable note (value not readily ascertainable)
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Natera stock sale
Sale
12/29/2022
$250,001 - $500,000
2
Selkirk Pharma, preferred stock series 1 57,656 shares; series 2 17,095 shares
Sale
12/31/2022
$500,001 - $1,000,000

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
1
1
Concurrent position with Dana-Farber Cancer Inst. -- no additional compensation
1
2
Uncompensated
1
4
Uncompensated
1
8
Uncompensated
1
9
Uncompensated (no salary drawn)
1
10
Uncompensated (no salary drawn)
1
12
No reportable compensation received in the reporting period.
1
13
There is a single board of directors and President, with consolidated financial management, for the Alliance for Clinical Trials in Oncology Foundation; Alliance Foundation Trials, LLC; and Alliance Data Innovation Lab, LLC. Uncompensated, parking reimbursement only.
1
14
There is a single board of directors and President, with consolidated financial management, for the Alliance for Clinical Trials in Oncology Foundation; Alliance Foundation Trials, LLC; and Alliance Data Innovation Lab, LLC
1
15
There is a single board of directors and President, with consolidated financial management, for the Alliance for Clinical Trials in Oncology Foundation; Alliance Foundation Trials, LLC; and Alliance Data Innovation Lab, LLC

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