Theodore T. Lee
Deputy Assistant Secretary (Tax Policy And Delivery)
Estimated Net Worth
  • estimated net worth
    $595 K - $1.6 M
Salary
  • salary
    $127 K
Employment
  • Started 10/01/2022

Financial Disclosure Details - OGE Form 278e (05/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Senior Manager
7/2021
2
Tax Law Center at NYU Law
New York, New York
Consultant
7/2021
3
Sperling Economic Strategies
Woodland Hills, California
Policy Advisor
3/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Bain & Company (management consultancy)
Salary/Bonus
$209,762
1.1
Retirement account 401K
1.1.1
Vanguard Target Retirement 2055 Trust I
$250,001 - $500,000
None (or less than $201)
1.2
Squam Lake Investors XIII, L.P.
$100,001 - $250,000
None (or less than $201)
2
Tax Law Center at NYU Law (university)
Consulting Fees
$3,900

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Bain & Company 401k
Boston, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions following my separation.
11/2012
2
Squam Lake Investors XIII, L.P.
Boston, Massachusetts
I can no longer commit additional capital, but I am still obligated to contribute consistent with my prior capital commitment.
5/2021

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
US bank (cash) – checking
$1,001 - $15,000
None (or less than $201)
2
US bank - Money Market Savings Account
$1,001 - $15,000
None (or less than $201)
3
Investment Account 1
3.1
ML Bank Deposit Program
$1,001 - $15,000
None (or less than $201)
3.2
iShares US Technology ETF (IYW)
$50,001 - $100,000
None (or less than $201)
3.3
Vanguard 500 Index Fund ETF Shares (VOO)
$50,001 - $100,000
$201 - $1,000
3.4
Vanguard Dividend Appreciation Index Fund ETF Class Shares (VIG)
$15,001 - $50,000
$201 - $1,000
3.5
Capital Strength Portfolio, Series 53 (FZIBCX)
$15,001 - $50,000
$201 - $1,000
4
Bitcoin
$1,001 - $15,000
None (or less than $201)
5
Ethereum
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
iShares MBS ETF (MBB)
Purchase
09/13/2021
$1,001 - $15,000
2
Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares (VCSH)
Purchase
09/13/2021
$1,001 - $15,000
3
iShares Core MSCIEmerging Markets ETF (IEMG)
Purchase
09/13/2021
$1,001 - $15,000
4
Vanguard Value Index Fund ETF Shares (VTV)
Sale
09/13/2021
$1,001 - $15,000
5
Vanguard Growth Index Fund ETF Class Shares (VUG)
Sale
09/13/2021
$1,001 - $15,000
6
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares (VCIT)
Sale
09/13/2021
$1,001 - $15,000
7
Vanguard Small-Cap Value Index Fund ETF Class Shares (VBR)
Purchase
11/17/2021
$1,001 - $15,000
8
Vanguard Value Index Fund ETF Shares (VTV)
Purchase
11/17/2021
$1,001 - $15,000
9
iShares Core MSCI EAFE ETF (IEFA)
Purchase
11/17/2021
$1,001 - $15,000
10
Vanguard Growth Index Fund ETF Class Shares (VUG)
Sale
11/17/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Squam Lake Investors XIII, L.P.
$50,001 - $100,000
2021
on demand

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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