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Althea Coetzee Leslie departed April 14, 2018

Small Business Administration (joined: Aug. 3, 2017)

Deputy Administrator, Office of the Administrator | Financial Disclosure »

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Other Income/Assets

Description Value Income
JVLIX John Hancock Funds Disc Value Fund CI I $15,001 - $50,000 $201 - $1,000
MFEIX MFS Growth Fund CII $15,001 - $50,000 $201 - $1,000
AEPFX American Funds EuroPacific Growth Fund CI F-2 $1,001 - $15,000 None (or less than $201)
FMIHX FMI Large-Cap Fund $1,001 - $15,000 $201 - $1,000
AAIEX American Beacon Int'l Equity fund CI Institutional $15,001 - $50,000 None (or less than $201)
FTBFX Fidelity Total Bond Fund $1,001 - $15,000 $201 - $1,000
FPNIX FPA New Income Fund $1,001 - $15,000 $201 - $1,000
AVFIX American Beacon Small-Cap Value Fund CI Institutional $1,001 - $15,000 None (or less than $201)
WFMIX Wells Fargo Special Mid-Cap Value Fund CI Institutional $1,001 - $15,000 None (or less than $201)
WIAEX Wasatch Small-Cap Growth Fund Institutional $1,001 - $15,000 $201 - $1,000
HLMEX Harding Loevner Institutional Emerging Markets Portfolio CI I $1,001 - $15,000 None (or less than $201)
EIBIX Eaton Vance Income Fund of Boston CI I $1,001 - $15,000 None (or less than $201)
MISIX Victory Trivalent International Small- Cap Fund CI I $1,001 - $15,000 None (or less than $201)
GOBIX Legg Mason Bw Global Opportunities Bond Fund CI I $1,001 - $15,000 None (or less than $201)
U.S. brokerage account (cash) $1,001 - $15,000 None (or less than $201)
TEGIX Touchstone Mid Cap Growth Inst $1,001 - $15,000 None (or less than $201)
U.S. credit union account #1 (cash) $15,001 - $50,000 $201 - $1,000
U.S. credit union account #2 (cash) $1,001 - $15,000 None (or less than $201)
U.S. credit union account #3 (cash) $1,001 - $15,000 None (or less than $201)
U.S. bank account #1 (cash) $1,001 - $15,000 None (or less than $201)
U.S. bank account #2 (cash) $100,001 - $250,000 $201 - $1,000

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Hilton Grand Vacation Club Time Share $15,001 - $50,000 8% 2016
Navy Federal Credit Union Exercised Line of Credit $50,001 - $100,000 4% 2012
Navy Federal Credit Union Mortgage on Personal Residence $250,001 - $500,000 2.375 2014

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