Monique Fortenberry
Director, Office Of Workplace Inclusivity And Opportunity
Estimated Net Worth
- $51 K - $415 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/10/2024)
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US Credit Union (cash) | $15,001 - $50,000 | None (or less than $201) | |
2 | Johnson Controls (JCI) | $1,001 - $15,000 | None (or less than $201) | |
3 | NOBL, Proshares Trust S&P 500 DIV Aristocrats Aristocrats ETF | $1,001 - $15,000 | None (or less than $201) | |
4 | US Bank (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | Costco Wholesale Corp | $1,001 - $15,000 | None (or less than $201) | |
6 | Ameriprise Insured Money Market Account (sweep account) | $1,001 - $15,000 | None (or less than $201) | |
7 | Vanguard Total STock Market ETF VTI | $1,001 - $15,000 | None (or less than $201) | |
8 | SPDR S&P 500 ETF SPY | $1,001 - $15,000 | None (or less than $201) | |
9 | Multi-Manager Total Return Bond Strategy Fund CTRZX | $15,001 - $50,000 | $1,001 - $2,500 | |
10 | Multi-Manager Value Strategies Fund CZMVX | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Federated Tax-Free Obligations Fund Service Shares (TBSXX) | Purchase | 11/22/2023 | $1,001 - $15,000 |
2 | Goldman Sachs Short Duration Tax-Free Fund Class A Shares (GSDTX) | Sale | 11/09/2023 | $1,001 - $15,000 |
3 | Columbia Multi-Manager Small Cap Equity Strategies Fund Institutional Cl Shs (CZMSX) | Purchase | 02/15/2023 | $1,001 - $15,000 |
4 | Columbia Multi-Manager Total Return Bond Strategies Fund Institutional Cl Shs (CTRZX) | Purchase | 02/15/2023 | $1,001 - $15,000 |
5 | JPMorgan Mid Cap Equity Fund Class I Shares (VSNGX) | Purchase | 02/15/2023 | $1,001 - $15,000 |
6 | Lord Abbett Bond-Debenture Fund, Inc Class I Shares (LBNYX) | Purchase | 02/15/2023 | $1,001 - $15,000 |
7 | Columbia Multi-Manager Total Return Bond Strategies Fund Institutional Cl Shs (CTRZX) | Purchase | 05/18/2023 | $1,001 - $15,000 |
8 | iShares Edge MSCI Min VolGlobal ETF (ACWV) | Purchase | 05/18/2023 | $1,001 - $15,000 |
9 | Columbia Multi-Manager Total Return Bond Strategies Fund Institutional Cl Shs (CTRZX) | Purchase | 08/16/2023 | $1,001 - $15,000 |
10 | Columbia Multi-Manager Total Return Bond Strategies Fund Institutional Cl Shs (CTRZX) | Purchase | 11/16/2023 | $1,001 - $15,000 |
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 | ||
Do you have information about Monique Fortenberry that is missing from this database?
Drop us a line at [email protected].