Rebecca Lissner
Special Assistant To The President And Deputy National Security Advisor
Estimated Net Worth
  • estimated net worth
    $3.4 M - $11.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/09/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Non-resident Scholar (uncompensated )
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
SEP IRA
Dividends
$201 - $1,000
1.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
1.2
FidelityGlobal ex US Index Fund (FSGGX)
$1,001 - $15,000
1.3
Fidelity Total Market Index Fund (FSKAX)
$1,001 - $15,000
1.4
Fidelity 500 Index Fund (FXAIX)
$1,001 - $15,000
2
Beneficiary IRA
Dividends
$15,001 - $50,000
2.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
2.2
Dodge & Cox Income Fund (DODIX)
$100,001 - $250,000
2.3
iShares MSCI EAFE ETF (EFA)
$15,001 - $50,000
2.4
Fidelity Emerging Markets Index Fund (FPADX)
$15,001 - $50,000

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
1
Ridgewood (Investment Firm)
salary, bonus
2
Roth IRA
None (or less than $201)
2.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
2.2
Fidelity Total Market Index Fund (FSKAX)
$1,001 - $15,000
2.3
WCM Focused International Growth Fund Institutional Class Shares (WCMIX)
$1,001 - $15,000
3
Traditional IRA
Dividends
$201 - $1,000
3.1
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
3.2
Fidelity Emerging Markets Index Fund (FPADX)
$1,001 - $15,000
3.3
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
3.4
Vanguard Small-Cap Index Fund ETF Shares (VB)
$1,001 - $15,000

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Index Equity Mutual Fund NHX203606
$100,001 - $250,000
2
Fidelity Index Equity Mutual Fund NHX203903
$50,001 - $100,000
3
Fidelity Government Cash Reserves (FDRXX)
$1,001 - $15,000
4
Fidelity MSCI Health Care Index ETF (FHLC)
$1,001 - $15,000
5
iShares Cohen & Steers REIT ETF (ICF)
$15,001 - $50,000
6
Vanguard Mid-Cap Index Fund ETF Shares (VO)
$1,001 - $15,000
7
WCM Focused International Growth Fund Institutional Class Shares (WCMIX)
$15,001 - $50,000
8
Fidelity Government Cash Reserves (FDRXX)
$15,001 - $50,000
9
Fidelity Emerging Markets Fund (FEMKX)
$50,001 - $100,000
10
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
Walmart, Inc. (WMT)
Sale
03/03/2023
$1,001 - $15,000
2
Meta Platforms Inc. Class A Common Stock (META)
Sale
03/03/2023
$1,001 - $15,000
3
Johnson & Johnson (JNJ)
Sale
03/03/2023
$15,001 - $50,000
4
Alphabet, Inc. (GOOG)
Sale
03/03/2023
$15,001 - $50,000
5
The Walt Disney Co. (DIS)
Sale
03/03/2023
$1,001 - $15,000
6
Alphabet, Inc. (GOOG)
Sale
03/03/2023
$15,001 - $50,000
7
Apple, Inc. (AAPL)
Sale
03/03/2023
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$1,000,001 - $5,000,000
2020
10

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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