Tressa R. Finerty
Deputy Executive Secretary
Estimated Net Worth
  • estimated net worth
    $2.0 M - $4.4 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (04/30/2022)

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
The Charles Schwab IRA Rollover
$50,001 - $100,000
1.1
Charles Schwab Cash Account
$15,001 - $50,000
None (or less than $201)
1.2
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
$50,001 - $100,000
Dividends
$1,001 - $2,500
2
Charles Schwab IRA Roth
$5,001 - $15,000

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
1
McKinsey & Company (Employment Salary, Bonus)
2
McKinsey & Co. Retirement Account (US- based)
$500,001 - $1,000,000
2.1
MPPP
$50,001 - $100,000
None (or less than $201)
2.2
PSRP
$500,001 - $1,000,000
None (or less than $201)
3
IRA (conventional) (Charles Schwab)
$15,001 - $50,000
None (or less than $201)
4
Roth IRA (Charles Schwab)
4.1
SPDR Gold Shares (GLD)
$15,001 - $50,000
None (or less than $201)
5
Fidelity Profit Sharing
$100,001 - $250,000
5.1
Fidelity Gold Portfolio (FSAGX)
$15,001 - $50,000
None (or less than $201)
5.2
Fidelity Government Cash Reserves FDRXX
None (or less than $1,001)
$1,001 - $2,500

Other Assets and Income

#
Description
Value
Type
Amount
1
Rental Income: Park Road NW DC Condo
Rent or Royalties
$15,001 - $50,000
2
Charles Schwab Brokerage Account (formerly known as USAA Brokerage Account)
$500,001 - $1,000,000
None (or less than $201)
2.1
SPDR S&P Aerospace & Defense ETF (XAR)
None (or less than $201)
3
Titan Invest Brokerage Acct
$100,001 - $250,000
None (or less than $201)
3.1
Flagship Fund
$50,001 - $100,000
3.2
Opportunities Fund
$50,001 - $100,000
3.3
Offshore Fund
$1,001 - $15,000
3.4
Crypto
$1,001 - $15,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo
$250,001 - $500,000
2020
15 year fixed
2
Nationstar
$250,001 - $500,000
2020
15 year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
2
1
Note: Transfer from USAA IRA Rollover account
2
2
Note: This is a transfer of the USAA IRA Roth which was reported in this section last year.
5
2
US-based retirement account. This account reports no income (i.e., cap gains, dividends, or interest).
5
2.1
Note: This account reports no income (i.e., cap gains, dividends, or interest).
5
2.2
See above MPPP note; same applies here.
5
3
Presently all cash.

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