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Caroline Lee White

Health and Human Services

Assistant to the General Counsel | $79,720 | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Greenberg Traurig LLP $128,800
Greenberg Traurig 401(k)
SSga S&P 500 Index Non-Lending Ser $1,001 - $15,000 None (or less than $201)
SSga RussellSmall/Mid Cap NL C $1,001 - $15,000 None (or less than $201)
Dodge & Cox International Stock $1,001 - $15,000 None (or less than $201)
Charles Schwab IRA
Schwab U.S. Broad Market ETF (SCHB) $1,001 - $15,000 $201 - $1,000
Schwab U.S. Dividend Equity ETF (SCHD) $15,001 - $50,000 $1,001 - $2,500
Schwab U.S. Large-Cap Growth ETF (SCHG) $15,001 - $50,000 $201 - $1,000
Financial Select Sector SPDR Fund (XLF) $1,001 - $15,000 None (or less than $201)
American Funds Fundamental Investors A (ANCFX) $100,001 - $250,000 None (or less than $201)
American Funds Washington Mutual A (AWSHX) $100,001 - $250,000 None (or less than $201)
Fidelity Select Chemicals-IRA (FSCHX) $15,001 - $50,000 None (or less than $201)
Janus Henderson Enterprise fund (JAENX) $15,001 - $50,000 None (or less than $201)
Schwab S&P 500 Index (SWPPX) $15,001 - $50,000 None (or less than $201)
Schwab Small-Cap Equity (SWSCX) $1,001 - $15,000 None (or less than $201)
Schwab International Equity ETF (SCHF) $1,001 - $15,000 None (or less than $201)

Other Income/Assets

Description Value Income
Cognizant Technology Solutions Corporation (SOLD) None (or less than $1,001) $201 - $1,000
Exxon Mobil Corp (SOLD) None (or less than $1,001) $1,001 - $2,500
Activision Blizzard, Inc (SOLD) None (or less than $1,001) $1,001 - $2,500
Anheuser-Busch (SOLD) None (or less than $1,001) $1,001 - $2,500
Arconic, Inc. $1,001 - $15,000 $1,001 - $2,500
BP PLC (SOLD) None (or less than $1,001) $201 - $1,000
Capital One Financial $15,001 - $50,000 $1,001 - $2,500
CSX Corp (SOLD) None (or less than $1,001) $1,001 - $2,500
Hilton Worldwide $1,001 - $15,000 $1,001 - $2,500
Invesco Ltd $15,001 - $50,000 $2,501 - $5,000
MGM Resorts $15,001 - $50,000 $2,501 - $5,000
Microsoft Corp (SOLD) None (or less than $1,001) $2,501 - $5,000
Ford Motor Company (SOLD) None (or less than $1,001) $201 - $1,000
Lincoln Annuity
American Funds Growth $50,001 - $100,000 None (or less than $201)
American Funds Growth-Income $50,001 - $100,000 None (or less than $201)
Fidelity Contrafund $50,001 - $100,000 None (or less than $201)
American Funds Global Growth $15,001 - $50,000 None (or less than $201)
Brighthouse variable annuity
BlackRock Global Tactical Strategies Portfolio Over $1,000,000 None (or less than $201)
Federated Muni Ultrashort A $100,001 - $250,000 $201 - $1,000
Ivy Global Natural Resources $1,001 - $15,000 None (or less than $201)
Van Eck Vectors Gold MIners fund $15,001 - $50,000 $201 - $1,000
Washington First Bank $50,001 - $100,000 None (or less than $201)
Janus Global Life Sciences (SOLD) None (or less than $1,001) $201 - $1,000
American Funds EuroPacific Gr A $15,001 - $50,000 $15,001 - $50,000
U.S. brokerage account #1
Fidelity Select Chemicals $1,001 - $15,000 None (or less than $201)
IShares Russell 2000 fund (IWM) $1,001 - $15,000 $201 - $1,000
Cash account $1,001 - $15,000 None (or less than $201)
Schwab International Equity ETF (SCHF) $1,001 - $15,000 None (or less than $201)
Suntrust Money Market account $100,001 - $250,000 None (or less than $201)
US checking/savings account $15,001 - $50,000 None (or less than $201)
US brokerage acct # 2 (estate)
bank sweep acct (cash) $1,001 - $15,000 None (or less than $201)
Schwab International Small Cap ETF (SCHC) $1,001 - $15,000 None (or less than $201)
Schwab 1000 Index ETF (SCHK) $15,001 - $50,000 None (or less than $201)
Vanguard FTSE All World Ex-US ETF $15,001 - $50,000 None (or less than $201)
American Funds Washington Mutual Fnd (AWSHX) $50,001 - $100,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Greenberg Traurig LLP Washington, District of Columbia I will continue to participate in this defined contribution plan, but the plan sponsor will no longer make contributions. July 16, 2013

Spouse's Employment Assets

Description Value Income Type Income Amount
Law Office of Bernard Wunder (Legal) legal fees (solo legal practice)
IRA #1
AT&T (T) $15,001 - $50,000 Dividends Capital Gains $201 - $1,000
Bank of America Corp (BAC) $1,001 - $15,000 Dividends Capital Gains $201 - $1,000
Bristol Myers Squibb (BMY) $15,001 - $50,000 Dividends Capital Gains $1,001 - $2,500
Gold Corp (GG) $15,001 - $50,000 None (or less than $201)
Intrexon (XON) $15,001 - $50,000 None (or less than $201)
KKR & Co (KKR) $15,001 - $50,000 Dividends Capital Gains $1,001 - $2,500
Kroger Co (KR) (SOLD) None (or less than $1,001) Dividends Capital Gains $201 - $1,000
Penske Auto Group (PAG) $1,001 - $15,000 Dividends Capital Gains $201 - $1,000
Pfizer Inc (PFE) (SOLD) None (or less than $1,001) Capital Gains $201 - $1,000
The Carlyle Group (CG) $15,001 - $50,000 $2,501 - $5,000
Verizon Communications Inc (VZ) $1,001 - $15,000 Dividends Capital Gains $201 - $1,000
Vodafone (VOD) $1,001 - $15,000 Dividends Capital Gains $1,001 - $2,500
Western Union Co (WU) $15,001 - $50,000 Dividends Capital Gains $1,001 - $2,500
ZIOPHARM Oncology Inc (ZIOP) $15,001 - $50,000 None (or less than $201)
Money Market Funds $100,001 - $250,000 None (or less than $201)
AT&T options - 4 sh @38, exp. 4/20/18 None (or less than $1,001) None (or less than $201)
Bank of America Corp. options - 5 sh. @24, exp. 1/19/18 None (or less than $1,001) None (or less than $201)
Bristol-Myers Squibb options - 5 sh. @ 60, exp. 1/19/18 None (or less than $1,001) None (or less than $201)
Goldcorp Inc options - 12 sh. @14, exp. 1/19/18 None (or less than $1,001) None (or less than $201)
VanEck Vectors Gold Mine options - 8 sh. @ 26, exp. 1/19/18 None (or less than $1,001) None (or less than $201)
Verizon Communications options - 3 sh. @ 46, exp. 1/19/18 None (or less than $1,001) None (or less than $201)
Western Union Co options - 12 sh. @ 20, exp. 1/19/18 $1,001 - $15,000 None (or less than $201)
VanEck Gold Miners E (GDX) $15,001 - $50,000 None (or less than $201)
IRA #2 (Ohio Nat'l Financial variable annuity)
ON S&P 500(R) Index Portfolio $250,001 - $500,000 None (or less than $201)
Janus Aspen Series Balanced Portfolio $100,001 - $250,000 None (or less than $201)
Janus Aspen Series Overseas Portfolio $100,001 - $250,000 None (or less than $201)
Fidelity VIP MidCap Portfolio $100,001 - $250,000 None (or less than $201)
PIMCO Real Return Portfolio $250,001 - $500,000 None (or less than $201)
Fidelity VIP Contrafund Portfolio $500,001 - $1,000,000 None (or less than $201)
JP Morgan Trust Mid Cap Value Portfolio $100,001 - $250,000 None (or less than $201)
Royce Micro-Cap Portfolio $50,001 - $100,000 None (or less than $201)
PIMCO Total Return Portfolio $100,001 - $250,000 None (or less than $201)
Royce Small-Cap Portfolio $50,001 - $100,000 None (or less than $201)
MetLife Preference Plus Account variable annuity
Fixed Account $1,001 - $15,000 None (or less than $201)

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

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