Olivia G. Volkoff
Policy Advisor
Estimated Net Worth
  • estimated net worth
    $700 K - $2.6 M
Salary
  • salary
    $103 K
Employment
  • Started 07/06/2021

Financial Disclosure Details - OGE Form 278e (05/12/2023)

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
PJT Partners 401k (Fidelity)
1.1
Fidelity Freedom 2050 Fund Class K6 Shares (FZTKX)
$50,001 - $100,000
None (or less than $201)
2
Fidelity (Roth IRA)
None (or less than $201)
2.1
ARK Genomic Revolution ETF (ARKG)
$1,001 - $15,000
None (or less than $201)
2.2
ARK Next Generation Internet ETF (ARKW)
$1,001 - $15,000
None (or less than $201)
2.3
VanEck Vectors Gold Miners ETF (GDX)
$1,001 - $15,000
None (or less than $201)
2.4
SPDR Gold Shares (GLD)
$1,001 - $15,000
None (or less than $201)
2.5
Vanguard 500 Index Fund ETF Shares (VOO)
$1,001 - $15,000
None (or less than $201)
2.6
Vanguard S&P 500 Growth Index Fund ETF Shares (VOOG)
$1,001 - $15,000
None (or less than $201)
2.7
WisdomTree Cybersecurity Fund N/A (WCBR)
None (or less than $1,001)
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
PJT Partners
New York, New York
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
7/2018

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
Fried, Frank, Harris, Shriver & Jacobson LLP (law firm)
salary, bonus, partnership share
2
law firm capital account (Fried, Frank, Harris, Shriver & Jacobson LLP)
$50,001 - $100,000
None (or less than $201)
3
Fidelity Roth IRA
None (or less than $201)
3.1
SPAXX: Fidelity Government Money Market Fund
$1,001 - $15,000
None (or less than $201)
3.2
Transocean Inc Note Call Make Whole 7.5% 04/15/2031
$1,001 - $15,000
Interest
$201 - $1,000
3.3
AIQ: Global X Artificial Intelligence & Technology ETF
$1,001 - $15,000
None (or less than $201)
3.4
FSDAX: Fidelity Select Defense and Aerospace Portfolio
$15,001 - $50,000
None (or less than $201)
3.5
FXAIX: Fidelity 500 Index Fund
$1,001 - $15,000
None (or less than $201)
3.6
GDX: VanEck Gold Miners ETF
$1,001 - $15,000
None (or less than $201)
3.7
GDXJ: VanEck Junior Gold Miners ETF
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank (cash)
$100,001 - $250,000
Interest
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Rental Property (Washington, D.C.)
Sale
04/11/2022
$500,001 - $1,000,000
2
Vanguard S&P 500 Value Index FundETF Shares (VOOV)
Purchase
12/07/2022
$1,001 - $15,000
3
Vanguard S&P 500 Value Index FundETF Shares (VOOV)
Purchase
09/15/2022
$1,001 - $15,000
4
iShares 20+ Year Treasury Bond ETF (TLT)
Purchase
09/06/2022
$1,001 - $15,000
5
FidelityGlobal Commodity Stock Fund (FFGCX)
Purchase
08/30/2022
$1,001 - $15,000
6
Vanguard S&P 500 Value Index FundETF Shares (VOOV)
Purchase
08/31/2022
$1,001 - $15,000
7
Fidelity Materials Portfolio (FSDPX)
Purchase
07/18/2022
$1,001 - $15,000
8
Fidelity Energy Portfolio (FSENX)
Purchase
07/18/2022
$1,001 - $15,000
9
iShares 20+ Year Treasury Bond ETF (TLT)
Purchase
06/15/2022
$1,001 - $15,000
10
iShares 20+ Year Treasury Bond ETF (TLT)
Purchase
06/13/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
First Republic
$50,001 - $100,000
2018
7
2
Wells Fargo
$250,001 - $500,000
2021
30

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
5
4.5
Wells Fargo Stable Return Fund Class C was renamed the Gallard Stable Return Fund Class C, effective April 1, 2022.
8
2
Loan paid off in connection with sale of underlying property finalized on April 11, 2022.

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