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Lora L. Ries

Homeland Security (joined: Jan. 20, 2017)

Advisor | Senior Advisor to Under Secretary for Management | Chief Of Staff, U.S. Citizenship And Immigration Services | $179,700 | Financial Disclosure »

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Raymond James IRA (Job ended in November 2017) $250,001 - $500,000
Raymond James Bank Deposit Program $1,001 - $15,000
AB Income Fund Advisor Class N/L $15,001 - $50,000
American Mutual Fund Class F2-American $50,001 - $100,000
Columbia Contrarian Core Fund INST CL N/L $50,001 - $100,000
Income Fund of America Class F2-American $50,001 - $100,000
Lord Abbett Floating Rate Fund Class F N/L $50,001 - $100,000
Matthews Pacific Tiger Fund Investor Class $15,001 - $50,000
MSIF Global Franchise Portfolio Class I N/L $50,001 - $100,000
MSIF Growth Portfolio Class I N/L $50,001 - $100,000
New Perspective Fund Class F2-American $50,001 - $100,000
PIMCO Income Fund Class P N/L $15,001 - $50,000
Sector SPDR TR SBI INT-Energy $15,001 - $50,000
Thornburg Limited Term Income Fund Class $15,001 - $50,000
Raymond James Roth $15,001 - $50,000
Raymond James Bank Deposit Program None (or less than $1,001)
AB Income Fund Advisor Class N/L $1,001 - $15,000
American Mutual Fund Class F2-American $1,001 - $15,000
Columbia Contrarian Core Fund INST CL N/L $1,001 - $15,000
Income Fund of America Class F2-American $1,001 - $15,000
Lord Abbett Floating Rate Fund Class F N/L $1,001 - $15,000
Matthews Pacific Tiger Fund Investor Class $1,001 - $15,000
MSIF Global Franchise Portfolio Class I N/L $1,001 - $15,000
MSIF Growth Portfolio Class I N/L $1,001 - $15,000
New Perspective Fund Class F2-American $1,001 - $15,000
PIMCO Income Fund Class P N/L $1,001 - $15,000
Sector SPDR TR SBI INT-Energy $1,001 - $15,000
Thornburg Limited Term Income Fund Class $1,001 - $15,000
CSRA, stock options None (or less than $1,001)
CSC, stock options None (or less than $1,001)
CSRA (Job began in November 2017)
CSC restricted stock options None (or less than $1,001)
Insperity

Other Income/Assets

Description Value Income
Wells Fargo Checking $1,001 - $15,000 Interest
Raymond James Capital $250,001 - $500,000
Raymond James Bank Deposit Program $1,001 - $15,000
Adams Diversified Equity FD None (or less than $1,001)
Capital Income Builder Fund Class A- $15,001 - $50,000
Chevron Corporation New $1,001 - $15,000
Eaton Vance TX ADV GLBL DIV FD $1,001 - $15,000
Europacific Growth Fund Class A-American $15,001 - $50,000
Franklin Federal Tax Free Income Fund Class $15,001 - $50,000
Franklin Strategic Income Fund Class A M/F $1,001 - $15,000
Income Fund of America Class A-American $100,001 - $250,000
JPMorgan Chase & Company $1,001 - $15,000
Medtronic PLC SHS $1,001 - $15,000
Oracle Corporation $1,001 - $15,000
Templeton Global Bond Fund Class A M/F $1,001 - $15,000
The Hartford Annuities-Director Non- $15,001 - $50,000
Hartford Total Return Bond $1,001 - $15,000
Hartford Dividend and Growth HLS Fund $15,001 - $50,000
Hartford Capital Appreciation HLS Fund $1,001 - $15,000
Hartford INTL Opportunities HLS Fund $1,001 - $15,000
Hartford High Yield HLS Fund $1,001 - $15,000
Hartford MidCap Value HLS Fund $1,001 - $15,000
WP Carey Incorporated REIT $1,001 - $15,000
Walmart Incorporated $1,001 - $15,000
Raymond James Jt Capital $50,001 - $100,000
Raymond James Bank Deposit Program $1,001 - $15,000
Facebook Incorporated Class A $15,001 - $50,000
Franklin Federal Tax Free Income Fund Class $15,001 - $50,000
Franklin Strategic Income Fund Class A M/F $1,001 - $15,000
Iridium Communications Incorporated $1,001 - $15,000
Magellan Midstream PRTNRS LP COM UNIT $15,001 - $50,000
Medtronic PLC SHS $1,001 - $15,000
Templeton Global Bond Fund Class A M/F $1,001 - $15,000
Checking Account - Burke & Herbert $15,001 - $50,000
Savings Account - Burke & Herbert $1,001 - $15,000
Amer. Funds 529 $100,001 - $250,000
The Bond Fund of America $1,001 - $15,000
Capital World Bond Fund $15,001 - $50,000
The Income Fund of America $15,001 - $50,000
New Perspective Fund $15,001 - $50,000
The Investment Company of America $1,001 - $15,000
Washington Mutual Investors Fund $15,001 - $50,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
CSRA Falls Church, Virginia $1,109 in CSRA Stock Options remain. They will expire in April 2017. May 16, 2014

Spouse's Employment Assets

Description Value Income Type Income Amount
Water Environment Federation (Water Trade Association)
Raymond James IRA $100,001 - $250,000
Raymond James Bank Deposit Program $1,001 - $15,000
AB Income Fund Advisor Class N/L $1,001 - $15,000
American Mutual Fund Class F2-American $15,001 - $50,000
Columbia Contrarian Core Fund INST CL N/L $15,001 - $50,000
Income Fund of America Class F2-American $15,001 - $50,000
Lord Abbett Floating Rate Fund Class F N/L $15,001 - $50,000
Matthews Pacific Tiger Fund Investor Class $1,001 - $15,000
MSIF Global Franchise Portfolio Class I N/L $15,001 - $50,000
MSIF Growth Portfolio Class I N/L $15,001 - $50,000
New Perspective Fund Class F2-American $15,001 - $50,000
PIMCO Income Fund Class P N/L $1,001 - $15,000
Sector SPDR TR SBI INT-Energy $1,001 - $15,000
Thornburg Limited Term Income Fund Class $15,001 - $50,000
Raymond James Roth $15,001 - $50,000
Raymond James Bank Deposit Program None (or less than $1,001)
AB Income Fund Advisor Class N/L $1,001 - $15,000
American Mutual Fund Class F2-American $1,001 - $15,000
Columbia Contrarian Core Fund INST CL N/L $1,001 - $15,000
Income Fund of America Class F2-American $1,001 - $15,000
Lord Abbett Floating Rate Fund Class F N/L $1,001 - $15,000
Matthews Pacific Tiger Fund Investor Class $1,001 - $15,000
MSIF Global Franchise Portfolio Class I N/L $1,001 - $15,000
MSIF Growth Portfolio Class I N/L $1,001 - $15,000
New Perspective Fund Class F2-American $1,001 - $15,000
PIMCO Income Fund Class P N/L $1,001 - $15,000
Sector SPDR TR SBI INT-Energy $1,001 - $15,000
Thornburg Limited Term Income Fund Class $1,001 - $15,000
Fidelity 401k $250,001 - $500,000
VANG INTL Growth ADM $50,001 - $100,000
VANG SMCP GR IDX ADM $50,001 - $100,000
VANG LT Bond IDX INV $50,001 - $100,000
VANG Morgan GRTH ADM $50,001 - $100,000
VANG SM CAP IDX ADM $50,001 - $100,000
VANG MDCPGR IDX ADM $50,001 - $100,000
VANG Equity INC ADM $50,001 - $100,000
VANG INTM Bond INV $15,001 - $50,000
FID REAL EST IDX PR $15,001 - $50,000
DC Water
DC Water 401(A) Plan $1,001 - $15,000
DC Water 457(B) Plan $1,001 - $15,000

Do you know something about Lora L. Ries? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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