This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Joan V. O’Hara
Office of the Vice President (joined: Feb. 17, 2017)
Deputy National Security Advisor to the Vice President | Financial Disclosure »
Employment Assets
| Description | Value | Income |
|---|---|---|
| Wellesley College 403(b) Retirement | ||
| CREF Growth R2 | $1,001 - $15,000 | |
| CREF Equity Index R2 | $1,001 - $15,000 | |
| CREF Global Equities R2 | $1,001 - $15,000 | |
| TIAA Real Estate | $1,001 - $15,000 | |
| CREF Stock R2 | $1,001 - $15,000 | |
| University of San Diego Defined Contribution Plan | ||
| CREF Stock R2 | $15,001 - $50,000 | |
| CREF Equity Index R2 | $1,001 - $15,000 | |
| CREF Bond Market R2 | $1,001 - $15,000 | |
| CREF Social Choice R2 | $1,001 - $15,000 | |
| CREF Inf-Linked Bond | $1,001 - $15,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| US Bank Account #1 (cash) | $1,001 - $15,000 | None (or less than $201) |
| US Bank Account #2 (cash) | $1,001 - $15,000 | None (or less than $201) |
| Blackrock Global Long/Short Credit Instl (BGCIX) | $15,001 - $50,000 | None (or less than $201) |
| Blackrock Global Dividend Instl (BIBDX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Flan and Crum Tot Rtn (FLC) | $15,001 - $50,000 | None (or less than $201) |
| AbbVie Inc Shs (ABBV) | $1,001 - $15,000 | $201 - $1,000 |
| Blackrock High Yield Bond Instl (BHYIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Dreyfus Res Gr (DWOIX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Eaton Vnc Float (EIBLX) | $15,001 - $50,000 | $1,001 - $2,500 |
| JPMorgan Income Builder Select (JNBSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| JPMorgan Strategic Income Opps Sel (JSOSX) | $15,001 - $50,000 | $1,001 - $2,500 |
| PIMCO Income P (PONPX) | $1,001 - $15,000 | None (or less than $201) |
| PIMCO Total Return P (PTTPX) | $15,001 - $50,000 | None (or less than $201) |
| Altria Group Inc (MO) | $1,001 - $15,000 | $2,501 - $5,000 |
| American Electric Power (AEP) | $1,001 - $15,000 | $201 - $1,000 |
| AstraZeneca PLC (AZN) | $1,001 - $15,000 | None (or less than $201) |
| AT&T Inc (T) | $1,001 - $15,000 | $2,501 - $5,000 |
| BCE INC (BCE) | $1,001 - $15,000 | $201 - $1,000 |
| BP PLC (BP) | $1,001 - $15,000 | $201 - $1,000 |
| Coca-Cola Co (KO) | $1,001 - $15,000 | None (or less than $201) |
| Consolidated Edison Inc (ED) | $1,001 - $15,000 | $201 - $1,000 |
| Crown Castle Intl Corp (CCI) | $1,001 - $15,000 | None (or less than $201) |
| Dominion Resources Inc (D) | $1,001 - $15,000 | $201 - $1,000 |
| Duke Energy Corp (DUK) | $1,001 - $15,000 | $201 - $1,000 |
| Exxon Mobil Corp (XOM) | $1,001 - $15,000 | $1,001 - $2,500 |
| General Mills Inc (GIS) | $1,001 - $15,000 | $201 - $1,000 |
| GlaxoSmithKline PLC (GSK) | $1,001 - $15,000 | None (or less than $201) |
| Johnson & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) |
| Kimberly-Clark (KMB) | $1,001 - $15,000 | $201 - $1,000 |
| Kraft Heinz Co (KHC) | $1,001 - $15,000 | $201 - $1,000 |
| McDonald's Corp (MCD) | $1,001 - $15,000 | $1,001 - $2,500 |
| Merck & Co Inc (MRK) | $1,001 - $15,000 | $1,001 - $2,500 |
| National Grid (NGG) | $1,001 - $15,000 | $1,001 - $2,500 |
| Novartis (NVS) | $1,001 - $15,000 | None (or less than $201) |
| Occidental Pete (OXY) | $1,001 - $15,000 | None (or less than $201) |
| PepsiCo Inc (PEP) | $1,001 - $15,000 | $201 - $1,000 |
| Philip Morris International (PM) | $1,001 - $15,000 | $1,001 - $2,500 |
| PPL Corp (PPL) | $1,001 - $15,000 | $201 - $1,000 |
| Procter & Gamble (PG) | $1,001 - $15,000 | $1,001 - $2,500 |
| Realty Income Corp (O) | $1,001 - $15,000 | $201 - $1,000 |
| Sanofi (SNY) | $1,001 - $15,000 | None (or less than $201) |
| Southern Co (SO) | $1,001 - $15,000 | $1,001 - $2,500 |
| TOTAL S.A. (TOT) | $1,001 - $15,000 | None (or less than $201) |
| Unilever PLC (UL) | $1,001 - $15,000 | None (or less than $201) |
| Ventas Inc (VTR) | $1,001 - $15,000 | $201 - $1,000 |
| Verizon Communications Inc (VZ) | $1,001 - $15,000 | $201 - $1,000 |
| Vodafone Group (VOD) | $1,001 - $15,000 | None (or less than $201) |
| Welltower Inc (HCN) | $1,001 - $15,000 | $201 - $1,000 |
| MFS Value (MEIIX) | $15,001 - $50,000 | $2,501 - $5,000 |
| Chevron Corp (CVX) | $1,001 - $15,000 | $15,001 - $50,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Wellesley College 403(b) Retirement Plan | Wellesley, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | July 16, 2000 |
| University of San Diego Defined Contribution Plan | San Diego, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | July 16, 2004 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Fed Loan Direct Student Plus Loan | Student Loan | $50,001 - $100,000 | 7.9 | 2011 |
| Fed Loan Direct Sub Consolidation Loan | Student Loan | $15,001 - $50,000 | 6.9 | 2011 |
| Fed Loan Direct Unsub Consolidation Loan | Student Loan | $15,001 - $50,000 | 6.9 | 2011 |
| Fed Loan Direct Unsub Consolidation Loan | Student Loan | $50,001 - $100,000 | 8.3 | 2011 |
Do you know something about Joan V. O’Hara? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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