Owen E. Hernstadt
Member, Board of Directors
Estimated Net Worth
  • estimated net worth
    $2.9 M - $6.6 M
Salary
  • salary
    Unknown
Employment
  • Started 07/15/2022

Financial Disclosure Details - OGE Form 278e (05/13/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
International Association of Machinists and Aerospace Workers, defined benefit plan (value not readily ascertainable): eligible for $108,000 annually upon retirement
None (or less than $201)
2
IAM 401K
2.1
T Rowe Price Target 2050 Fund (TRFOX)
$500,001 - $1,000,000
None (or less than $201)
2.2
Total Stock Index Fund
$15,001 - $50,000
None (or less than $201)
3
IRA #1 Morgan Stanley
3.1
ARK Innovation ETF (ARKK)
$1,001 - $15,000
None (or less than $201)
3.2
American New Perspective Fund Class A Shares (ANWPX)
$15,001 - $50,000
None (or less than $201)
3.3
American New World Fund, Inc Class A Shares (NEWFX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Upper Marlboro, Maryland
I will continue to participate in this 401K plan. The plan sponsor will not make contributions after my separation.
10/2007
2
Upper Marlboro, Maryland
I will continue to participate in this defined benefit plan.
5/1987
3
Upper Marlboro, Maryland
Pursuant to company policy for retired employees, I, my spouse, and children (until age 26) will retain health insurance coverage for life.
5/1987

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
Squire, Patton (Law Firm)
salary
2
Squire Patton Boggs 401K
2.1
Fidelity Puritan Fund Class K Shares (FPUKX)
$500,001 - $1,000,000
None (or less than $201)
2.2
T Rowe Price Retirement 2030 Fund (TRRCX)
$100,001 - $250,000
None (or less than $201)
2.3
T Rowe Price Blue Chip Growth Fund, Inc Class I Shares (TBCIX)
$1,001 - $15,000
None (or less than $201)
2.4
Franklin Small Cap Growth Fund Class R6 Shares (FSMLX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Automatic Data Processing, Inc. (ADP)
None (or less than $1,001)
Capital Gains Dividends
$15,001 - $50,000
2
Berkshire Hathaway Inc. (BRKB)
None (or less than $1,001)
Capital Gains Dividends
$50,001 - $100,000
3
Clearway Energy, Inc. A (CWEN)
None (or less than $1,001)
Capital Gains Dividends
$1,001 - $2,500
4
Clearway Energy, Inc. C (CWEN)
None (or less than $1,001)
Capital Gains Dividends
$1,001 - $2,500
5
The Home Depot, Inc. (HD)
None (or less than $1,001)
Capital Gains Dividends
$15,001 - $50,000
6
International Business Machines Corp. (IBM)
None (or less than $1,001)
Capital Gains Dividends
$15,001 - $50,000
7
Microsoft Corp. (MSFT)
None (or less than $1,001)
Capital Gains Dividends
$15,001 - $50,000
8
Procter & Gamble Co. (PG)
None (or less than $1,001)
Capital Gains Dividends
$1,001 - $2,500
9
The Travelers Cos., Inc. (TRV)
None (or less than $1,001)
Capital Gains Dividends
$15,001 - $50,000
10
ARK Innovation ETF (ARKK)
$15,001 - $50,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Apple
Sale
10/06/2022
$15,001 - $50,000
2
Amgen
Sale
10/06/2022
$1,001 - $15,000
3
APTIV PLC
Sale
10/06/2022
$15,001 - $50,000
4
Sonos
Sale
10/06/2022
$1,001 - $15,000
5
Proctor & Gamble
Sale
10/14/2022
$1,001 - $15,000
6
Microsoft Corp
Sale
10/14/2022
$15,001 - $50,000
7
IBM
Sale
10/14/2022
$1,001 - $15,000
8
Home Depot Inc
Sale
10/14/2022
$15,001 - $50,000
9
Automatic Data Process
Sale
10/14/2022
$15,001 - $50,000
10
Clearway Energy Inc CL A
Sale
10/14/2022
$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

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