Peter Paul Montgomery Buttigieg
Secretary
Estimated Net Worth
  • estimated net worth
    $303 K - $774 K
Salary
  • salary
    Unknown
Employment
  • Started 02/02/2021

Financial Disclosure Details - OGE Form 278e (06/30/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Notre Dame, Indiana
Faculty Fellow
2/2021
2
South Bend, Indiana
Managing Member
Present
3
Washington, District of Columbia
Advisory Board Member
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
McKinsey & Company Defined Contribution Retirement Plan
1.1
Special Situations Enhanced - Liquidity USD
None (or less than $1,001)
$1,001 - $2,500
1.2
Passive U.S. Equities
None (or less than $1,001)
$5,001 - $15,000
1.3
Passive Non-US Equities
None (or less than $1,001)
$1,001 - $2,500
2
SEP IRA #1
2.1
Cash - Sweep Account; U.S. brokerage (cash)
None (or less than $1,001)
$50,001 - $100,000
3
Liveright Publishing Corp., division of W.W. Norton and Co. Print edition book "Shortest Way Home" (value not readily ascertainable)
Rent or Royalties
$15,001 - $50,000
4
Bookie Publishing, Korean Foreign Rights, "Shortest Way Home" (value not readily ascertainable)
None (or less than $201)
5
John Murray Press, U.K. Print edition book, "Shortest Way Home" (value not readily ascertainable)
None (or less than $201)
6
PB Projects, Inc.

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I continued to participate in the McKinsey & Company Defined Contribution Fund. Neither McKinsey & Company, nor I, have contributed to the plan since I left McKinsey in 2010, and neither McKinsey & Company, nor I, will make any further contributions to the plan.
8/2007

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
"I Have Something to Tell You," Atria Books (an imprint of Simon & Schuster, Inc.) (value not readily ascertainable)
None (or less than $201)
2
"I Have Something to Tell You," Young Adult Version, Simon & Schuster, Inc. (value not readily ascertainable)
Advance
3
"I Have Something to Tell You," Young Adult Version, Simon & Schuster, Inc. (Anticipated Advance Payment)
$15,001 - $50,000
Advance
4
WB Studio Enterprises, Inc., The Ellen DeGeneres Show - 10/21/2020
Honorarium
$362
5
"I Have Something to Tell You," Simon & Schuster, Inc. Audio (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account #1
1.1
USAA Growth Fund (USAAX)
$1,001 - $15,000
None (or less than $201)
1.2
USAA Immediate Term Bond (USIBX)
$1,001 - $15,000
None (or less than $201)
1.3
Invesco Exchange Traded Fund S&P 500 Equal Weight (RSP)
$1,001 - $15,000
None (or less than $201)
1.4
iShares Core S&P 500 ETF (IVV)
$1,001 - $15,000
None (or less than $201)
1.5
USAA Aggressive Growth (USAUX)
$1,001 - $15,000
None (or less than $201)
1.6
USAA Cornerstone Conservative (USCCX)
$1,001 - $15,000
None (or less than $201)
1.7
U.S. brokerage account (cash)
$1,001 - $15,000
Interest
$201 - $1,000
2
U.S. bank #1 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
3
U.S. credit union #1 (cash)
$250,001 - $500,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Residential Real Estate - South Bend, Indiana
Sale
03/04/2021
$250,001 - $500,000
2
Special Situations Enhanced - Liquidity USD
Sale
04/23/2021
$15,001 - $50,000
3
Special Situations Enhanced - Liquidity USD
Sale
11/24/2021
$1,001 - $15,000
4
Passive U.S. Equities
Sale
04/23/2021
$15,001 - $50,000
5
Passive U.S. Equities
Sale
11/24/2021
$15,001 - $50,000
6
Passive Non-US Equities
Sale
04/23/2021
$1,001 - $15,000
7
Passive Non-US Equities
Sale
11/24/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Stafford loans serviced by Great Lakes Higher Education Corp. (the loans in lines 2-14 aggregate to more than the reporting threshold, but balances of the individual loans are below the reporting threshold) (Spouse)
$100,001 - $250,000
2
Stafford loan (Great Lakes Higher Education Corp)
2010
Up to 25 years under an income-based repayment plan
3
Stafford load (Great Lakes Higher Education Corp.)
2010
Up to 25 years under an income-based repayment plan
4
Stafford loan (Great Lakes Higher Education Corp.)
2010
Up to 25 years under an income-based repayment plan
5
Stafford Loan (Great Lakes Higher Education Corp.)
2010
Up to 25 years under an income-based repayment plan
6
Stafford loan (Great Lakes Higher Education Corp.)
2010
Up to 25 years under an income-based repayment plan
7
Stafford loan (Great Lakes Higher Education Corp.)
2010
Up to 25 years under an income-based repayment plan
8
Stafford loan (Great Lakes Higher Education Corp)
2010
Up to 25 years under an income-based repayment plan
9
Stafford loan (Great Lakes Higher Education Corp.)
2011
Up to 25 years under an income-based repayment plan
10
Stafford loan (Great Lakes Higher Education Corp.)
2011
Up to 25 years under an income-based repayment plan

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Matthew Rogers
San Francisco, California
Gift card (baby gift)
596
2
Jordan Roth
New York, New York
Two theater tickets
1750

Endnotes

Section
#
Description
1
1
All work concluded in 2020
2
6.2
future right to a share of net profits after minimum guarantee amount is met
5
4
Income received in 2021

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