Samantha E. Silverberg
Deputy Assistant to the President For Infrastructure Implementation
Estimated Net Worth
- $562 K - $1.9 M
Salary
- $130 K
Financial Disclosure Details - OGE Form 278e (04/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Massachusetts Bay Transportation Authority, defined contribution plan | |||
1.1 | DWS Total Return Bond Fund | $15,001 - $50,000 | None (or less than $201) | |
1.2 | DWS Global Income Builder Fund | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Invesco Growth and Income Fund | $15,001 - $50,000 | None (or less than $201) | |
1.4 | DWS Core Equity Fund | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Goldman Sachs Mid Cap Growth Fund | $15,001 - $50,000 | None (or less than $201) | |
2 | Roth IRA | |||
2.1 | Invesco QQQ Trust, Series 1 (QQQ) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Vanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Vanguard 500 Index Fund ETF Shares (VOO) | $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 but the former employer ceased making contributions upon my separation. | 8/2017 |
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 |
|---|---|---|---|---|
1 | Roth IRA | |||
1.1 | iShares Core MSCI EAFE ETF (IEFA) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Schwab US Broad Market ETF (SCHB) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | iShares Core MSCIEmerging Markets ETF (IEMG) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | iShares Russell Mid-Cap Value ETF (IWS) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Invesco Emerging Markets Sovereign Debt ETF (PCY) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | iShares Broad USD High Yield Corporate Bond ETF (USHY) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | SPDR Portfolio Long Term Treasury ETF (SPTL) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | U.S. bank (cash) | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
2 | U.S. bank #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. bank #3 (cash) | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #4 (cash) | $100,001 - $250,000 | Interest | $2,501 - $5,000 |
5 | Brokerage account #1 | |||
5.1 | iShares MSCI KLD 400 Social ETF (DSI) | $1,001 - $15,000 | None (or less than $201) | |
5.2 | iShares ESG MSCI EAFE ETF (ESGD) | $1,001 - $15,000 | None (or less than $201) | |
5.3 | Vanguard Tax-Exempt Bond Index Fund ETF Shares (VTEB) | $1,001 - $15,000 | None (or less than $201) | |
5.4 | iShares Short-Term National Muni Bond ETF (SUB) | $1,001 - $15,000 | None (or less than $201) | |
5.5 | Nuveen ESG Small-Cap ETF (NUSC) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Core S&P Small-Cap ETF (IJR) | Sale | 04/20/2023 | $1,001 - $15,000 |
2 | iShares Short-Term National Muni Bond ETF (SUB) | Purchase | 04/20/2023 | $1,001 - $15,000 |
3 | Nuveen ESG Small-Cap ETF (NUSC) | Purchase | 04/21/2023 | $1,001 - $15,000 |
4 | SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF (SHM) | Sale | 04/20/2023 | $1,001 - $15,000 |
5 | Schwab US Broad Market ETF (SCHB) | Sale | 02/23/2023 | $15,001 - $50,000 |
6 | iShares Core MSCI EAFE ETF (IEFA) | Sale | 02/23/2023 | $1,001 - $15,000 |
7 | vanguard ultra short term bond fund | Sale | 02/22/2023 | $1,001 - $15,000 |
8 | iShares Broad USD Investment Grade Corporate Bond ETF (USIG) | Sale | 02/23/2023 | $1,001 - $15,000 |
9 | iShares Core MSCIEmerging Markets ETF (IEMG) | Sale | 02/23/2023 | $1,001 - $15,000 |
10 | BNY Mellon Global Fixed Income | Sale | 02/22/2023 | $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 |
|---|---|---|
6 | 7 | This is a "time share"/fractional ownership of 1 week per year at a Marriott Vacation Club property. It was purchased by spouse's late grandparents for $15,000 in 1993 and is likely worth less than that today. Gifted to spouse in 2016. Annual maintenance fee of approximately $1,500. |
6 | 8.1 | US bank fixed rate CD that matured in Feb. 2022. |
6 | 8.12 | Cash in insured sweep program of brokerage #2. |
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