Tara Ganapathy
Senior Counsel, Oversight
Estimated Net Worth
- $142 K - $713 K
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (03/26/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Estate of family member (and underlying trust) | Honolulu, Hawaii | Co-Executor/Co- Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Vanguard IRA | |||
1.1 | Vanguard Federal Money Market Fund Investor Shares (VMFXX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Wells Fargo Beneficiary IRA | |||
2.1 | The Travelers Cos., Inc. (TRV) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Citigroup, Inc. (C) | $1,001 - $15,000 | None (or less than $201) | |
2.3 | Warner Bros. Discovery Inc. Series A Common Stock (WBD) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Goldman Sachs Financial Square Treasury Instruments Fund Institutional Class Shares (FTIXX) | None (or less than $1,001) | None (or less than $201) | |
2.5 | PGIM High Yield Fund Class A Shares (PBHAX) | $1,001 - $15,000 | $201 - $1,000 | |
2.6 | Invesco Multi-Asset Income Fund Class A Shares (PIAFX) | $1,001 - $15,000 | $201 - $1,000 | |
2.7 | MainStay Winslow Large Cap Growth Fund Class I Shares (MLAIX) | $1,001 - $15,000 | $201 - $1,000 |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Domestic Bank Account #1 | $1,001 - $15,000 | None (or less than $201) | |
2 | Domestic Bank Account #2 | $100,001 - $250,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Invesco Health Care Fund Class Y Shares (GGHYX) | Sale | 09/07/2023 | $15,001 - $50,000 |
2 | Corteva, Inc. (CTVA) | Sale | 09/07/2023 | $1,001 - $15,000 |
3 | Dow, Inc. (DOW) | Sale | 09/07/2023 | $1,001 - $15,000 |
4 | DuPont de Nemours, Inc. (DD) | Sale | 09/07/2023 | $1,001 - $15,000 |
5 | Invesco Multi-Asset Income Fund Class A Shares (PIAFX) | Sale | 09/07/2023 | $1,001 - $15,000 |
6 | Washington Mutual Investors Fund Class F2 Shares (WMFFX) | Sale | 09/07/2023 | $1,001 - $15,000 |
7 | MFS Value Fund Class I Shares (MEIIX) | Sale | 09/07/2023 | $1,001 - $15,000 |
8 | T Rowe Price Overseas Stock Fund (TROSX) | Sale | 09/07/2023 | $1,001 - $15,000 |
9 | Victory Sycamore Small Company Opportunity Fund Class I Shares (VSOIX) | Sale | 09/07/2023 | $1,001 - $15,000 |
10 | Wells Fargo Money Market Fund Premier Class Shares (WMPXX) | Sale | 11/06/2023 | $15,001 - $50,000 |
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 | No present beneficial interest |
7 | 1 | This, and the other sales listed here (items 1-9), were sold by my broker in connection with a general request I had made to liquidate holdings in a Wells Fargo beneficiary IRA I inherited from my father (item 2 in my Part 2 disclosures), and move that money into a more actively managed/higher growth IRA. She used the proceeds from these sales to create another brokerage IRA (item 3 in my Part 2 disclosures) that is more actively managed by Confluence Investment Management. |
7 | 2 | See prior note |
7 | 3 | See prior note |
7 | 4 | See prior note |
7 | 5 | See prior note |
7 | 6 | See prior note |
7 | 7 | See prior note |
7 | 8 | See prior note |
7 | 9 | See prior note |
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