Sarah Fandell
General Counsel and Designated Agency Ethics Offical
Estimated Net Worth
  • estimated net worth
    $3.2 M - $9.9 M
Salary
  • salary
    Unknown
Employment
  • Started 02/02/2021

Financial Disclosure Details - OGE Form 278e (08/13/2020)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Strategic Advisor
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IDB-IIC staff retirement plan (lump sum value) (defined benefit pension plan)
$500,001 - $1,000,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Washington, District of Columbia
Continued access to IIC staff retirement plan reported in Part 2 (no additional contributions)
4/2001

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
Inter-American Development Bank - IIC Staff Retirement Plan, defined benefit plan
$250,001 - $500,000
$15,001 - $50,000
2
IBRD Staff Retirement Plan, defined benefit, cash balance & voluntary savings accounts
$500,001 - $1,000,000
$15,001 - $50,000
3
Inter-American Development Bank
$15,001 - $50,000
Consulting
4
World Resources Institute
$15,001 - $50,000
Salary
5
United Nations Conference on Trade and Development
$1,001 - $15,000
Consulting

Other Assets and Income

#
Description
Value
Type
Amount
1
IDB/IIC Federal Credit Union Savings and Checking Accounts
$15,001 - $50,000
Interest
None (or less than $201)
2
Bank-Fund Staff Federal Credit Union, savings and checking accounts
$50,001 - $100,000
Interest
$201 - $1,000
3
Banco do Brasil savings account
$1,001 - $15,000
Interest
None (or less than $201)
4
American Funds CAP INC BUILDER 529A
None (or less than $1,001)
$201 - $1,000
5
Banco do Brasil investment account (invests solely in Petrobras preferred and non- preferred stock)
$1,001 - $15,000
None (or less than $201)
6
DFA Commodity Strategy Fund
$1,001 - $15,000
None (or less than $201)
7
DFA Emerging Markets Core Equity Portfolio, Instl Class
$1,001 - $15,000
$201 - $1,000
8
DFA Real Estate Securities Fund, Instl
$1,001 - $15,000
$201 - $1,000
9
DFA U.S. Large Company
$15,001 - $50,000
$201 - $1,000
10
DFA U.S. Large-Cap Value Fund, Instl Class
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
The Growth Fund of America-529A
Sale
12/30/2019
$50,001 - $100,000
2
Fundamental Investors-529A
Sale
12/30/2019
$50,001 - $100,000
3
SmallCap World Fund-529A
Sale
12/30/2019
$15,001 - $50,000
4
Capital Income Builder-529A
Sale
12/30/2019
$15,001 - $50,000
5
Capital World Growth and Income-529A
Sale
12/30/2019
$15,001 - $50,000
6
College 2030 Fund-529A
Purchase
12/30/2019
$100,001 - $250,000
7
T Rowe Price Virginia Tax-Free Bond Fund
Purchase
03/01/2019
$15,001 - $50,000
8
DFA Real Estate Securities Fund Institutional Class
Sale
03/25/2019
$1,001 - $15,000
9
Vanguard Total Bond Market Index Fund Admiral Shares
Purchase
03/25/2019
$15,001 - $50,000
10
DFA U.S. Large-Cap Value Fund institutional Class
Sale
04/29/2019
$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
1
1
Volunteer position
5
1
Pension payments
5
2
Pension payments

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