Estimated Net Worth
- $480 K - $1.3 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (05/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Artemis Real Estate Partners | Chevy Chase, Maryland | Vice President | 4/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Artemis Real Estate Partners (Commercial real estate investment management) | Salary/Bonus | $537,904 | |
2 | 401k | |||
2.1 | Wells Fargo Growth Fund Institutional Class Shares (SGRNX) | $15,001 - $50,000 | ||
2.2 | Vanguard Target Retirement 2055 Fund Investor Class Shares (VFFVX) | $50,001 - $100,000 | ||
2.3 | Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | $1,001 - $15,000 | ||
2.4 | Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) | $1,001 - $15,000 | ||
2.5 | Cash | $50,001 - $100,000 | ||
2.6 | Artemis Real Estate Partners, 401(k) plan, | Cash distribution for rollover | $184,042 | |
3 | Managed Retirement Plan | $1,001 - $15,000 | ||
3.1 | Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) | $1,001 - $15,000 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Artemis Real Estate Partners | Chevy Chase, Maryland | This phantom stock was in the form of interest(s) in privately-held investment fund(s), scheduled to cliff-vest and pay-out at the completion of the fund. Due to departure in April 2023, reporting party is ineligible for any pay out. | 1/2019 |
2 | Artemis Real Estate Partners | Chevy Chase, Maryland | Rollovers from defined contribution plan have been completed. | 12/2017 |
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 |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | First EagleGlobal Fund Class I Shares (SGIIX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2 | First Trust Morningstar Dividend Leaders Index Fund (FDL) | $15,001 - $50,000 | $1,001 - $2,500 | |
3 | Chiron Capital Allocation Fund Class I Shares (CCAPX) | $50,001 - $100,000 | $1,001 - $2,500 | |
4 | iShares Morningstar Mid-Cap Growth ETF iShares Morningstar Mid-Cap Growth ETF (IMCG) | $50,001 - $100,000 | $201 - $1,000 | |
5 | MainStay Cushing MLP Premier Fund Class I Shares (CSHZX) | $15,001 - $50,000 | $1,001 - $2,500 | |
6 | Savings Account 1 | $100,001 - $250,000 | $2,501 - $5,000 | |
7 | Savings Account 2 | $1,001 - $15,000 | $201 - $1,000 | |
8 | IRA | |||
8.1 | Thornburg Investment Income Builder Fund Class I Shares (TIBIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
8.2 | GS FINANCE CORP. 5Y EURO STOXX 50 INDEX ABSOLUTE RETURN BARRIER NOTE 0% 12/27/2028 (CUSIP: 40057XEQ4) | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | GS FINANCE CORP. 5Y EURO STOXX 50 INDEX ABSOLUTE RETURN BARRIER NOTE 0% 12/27/2028 (CUSIP: 40057XEQ4) | Purchase | 12/21/2023 | $15,001 - $50,000 |
2 | GS FINANCE CORP. 4.5Y S&P 500 INDEX FULLY PROTECTED NOTE 0% 06/26/2028 (CUSIP: 40057XEX9) | Purchase | 12/21/2023 | $15,001 - $50,000 |
3 | HSBC BANK USA N.A. 4.5Y EURO STOXX 50 INDEX MARKET-LINKED CD 0% 06/27/2028 (CUSIP: 44329MND1) | Purchase | 12/21/2023 | $15,001 - $50,000 |
4 | JP MORGAN CHASE FINANCIAL COMPANY LLC 2Y U.S. EQUITY BUFFERED RETURN NOTE 0% 12/26/2025 (CUSIP: 48134R7L6) | Purchase | 12/21/2023 | $15,001 - $50,000 |
5 | Thornburg Investment Income Builder Fund Class I Shares (TIBIX) | Purchase | 12/18/2023 | $15,001 - $50,000 |
6 | First EagleGlobal Fund Class I Shares (SGIIX) | Purchase | 12/06/2023 | $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 | ||
Do you have information about Rory Slatko that is missing from this database?
Drop us a line at [email protected].