Roberto J. Rodriguez
Assistant Secretary For Planning, Evaluation, And Policy Development
Estimated Net Worth
  • estimated net worth
    $1.6 M - $3.6 M
Salary
  • salary
    Unknown
Employment
  • Started 10/06/2021

Financial Disclosure Details - OGE Form 278e (06/29/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
President and CEO
10/2021
2
Cincinnati, Ohio
Officer, Board of Directors
6/2021
3
Boston, Massachusetts
Officer, Board of Directors
8/2021
4
Washington, District of Columbia
Member, Board of Directors
10/2021
5
Bethesda, Maryland
Member, Board of Directors
9/2021
6
Wilmington, Delaware
Member, Board of Directors
9/2021
7
Walnut, California
Fellow
6/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Teach Plus, 401(k) plan
1.1
T. Rowe Price Retirement 2040 Fund Class R
$50,001 - $100,000
None (or less than $201)
2
Teach Plus, Inc.
salary and bonus
$381,329
3
National Council of La Raza, 403(b) plan:
3.1
LVIP Blackrock Dividend Value Managed Volatility Fund
$1,001 - $15,000
None (or less than $201)
3.2
LVIP Delaware Wealth Builder Fund
$1,001 - $15,000
None (or less than $201)
3.3
LVIP Dimensional U.S. Core Equity Fund
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
9/2017
2
Washington, District of Columbia
I will continue to participate in this employee retirement plan. No contributions are made by the former employer.
2/2000

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
National Education Association, 401(k)
1.1
Vanguard Total International Stock Index Fund Investor Shares
$100,001 - $250,000
None (or less than $201)
1.2
Vanguard Intermediate-Term Investment- Grade Fund Investor Shares
$100,001 - $250,000
None (or less than $201)
1.3
Vanguard High-Yield Corporate Fund Investor Shares
$15,001 - $50,000
None (or less than $201)
1.4
Vanguard Small-Cap Index Fund Investor Shares
$100,001 - $250,000
None (or less than $201)
1.5
Vanguard Intermediate-Term Investment- Grade Fund Investor Shares
$250,001 - $500,000
None (or less than $201)
1.6
Vanguard European Stock Index Fund Investor Shares
$100,001 - $250,000
None (or less than $201)
1.7
Vanguard Institutional Index Fund Institutional Shares
$250,001 - $500,000
None (or less than $201)
2
National Education Association Defined Benefit Plan (value not readily ascertainable)
None (or less than $201)
3
National Education Association
Salary

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$500,001 - $1,000,000
None (or less than $201)
2
U.S. bank #2 (cash)
$100,001 - $250,000
None (or less than $201)
3
Sun Life, whole life
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Nationstar Mortgage LLC
$250,001 - $500,000
2004
30-year fixed
2
Wells Fargo Bank NA
$50,001 - $100,000
2016
30-year fixed

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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