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Irving Dennis

Housing and Urban Development (joined: Dec. 21, 2017)

Chief Financial Officer | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Ernst & Young HR-10 Qualified Tax Deferred Plan
BlackRock Impact US Equity Institutional Market Fund $250,001 - $500,000 $15,001 - $50,000
Vanguard Total Stock Market Index $100,001 - $250,000 $2,501 - $5,000
DFA Targeted Value Fund $15,001 - $50,000 $1,001 - $2,500
Brown Capital Management Small Company Fund Investor Shares $15,001 - $50,000 $1,001 - $2,500
BlackRock ACWI Ex-US IMI Fund $100,001 - $250,000 $15,001 - $50,000
Vanguard International Growth Fund Investor Shares $50,001 - $100,000 $201 - $1,000
Causeway International Value Group Trust $50,001 - $100,000 $201 - $1,000
DFA International Small Company $15,001 - $50,000 $201 - $1,000
T. Rowe Price International Discovery $15,001 - $50,000 $201 - $1,000
Earnest Partners International Mutual Fund $50,001 - $100,000 $5,001 - $15,000
GMO Global Equity Allocation Fund $15,001 - $50,000 $2,501 - $5,000
T. Rowe Price Global Equity $15,001 - $50,000 $201 - $1,000
Vanguard Global Equity $15,001 - $50,000 $201 - $1,000
Dodge & Cox Global Stock Fund $15,001 - $50,000 $201 - $1,000
Dodge & Cox Income Fund $100,001 - $250,000 $5,001 - $15,000
PIMCO Total Return Fund Institutional Class $50,001 - $100,000 $201 - $1,000
Vanguard Total Bond Market Index $100,001 - $250,000 $5,001 - $15,000
JP Morgan High Yield Fund $15,001 - $50,000 $2,501 - $5,000
Western Asset High Yield I Fund $15,001 - $50,000 $2,501 - $5,000
Lazard Emerging Markets Debt $15,001 - $50,000 $1,001 - $2,500
Stone Harbor Emerging Markets Debt $15,001 - $50,000 $2,501 - $5,000
Ashmore Emerging Markets Total Return $15,001 - $50,000 $2,501 - $5,000
Bridgewater All-Weather Portfolio Limited $50,001 - $100,000 $2,501 - $5,000
GMO Real Return Global Balanced Fund $15,001 - $50,000 $1,001 - $2,500
PIMCO All Asset $15,001 - $50,000 $1,001 - $2,500
Shenkman Primus High Yield Bond Fund $15,001 - $50,000 $1,001 - $2,500
Vanguard Prime Money Market Mutual Fund $1,000,001 - $5,000,000 $100,001 - $1,000,000
Fidelity Blue Chip Growth Mutual Fund $15,001 - $50,000 $1,001 - $2,500
Ernst & Young, defined benefit plan $5,000,001 - $25,000,000 $380,000
E&Y Current US Capital Account - cash $500,001 - $1,000,000 $5,001 - $15,000
Ernst & Young $1,579,200
Ernst & Young anticipated partnership share $250,001 - $500,000 None (or less than $201)
Ernst & Young Fixed retirement payments, value not readily ascertainable $400,000

Other Income/Assets

Description Value Income
Janus Research I $100,001 - $250,000 $5,001 - $15,000
DPFFX Delaware Diversed $100,001 - $250,000 $5,001 - $15,000
OAKMX Oakmark Fund $100,001 - $250,000 $2,501 - $5,000
RPRWX Royce Premier Fund $50,001 - $100,000 $2,501 - $5,000
GGOIX Goldman Growth Fund $50,001 - $100,000 $2,501 - $5,000
DNVYX Davis NY Venture $50,001 - $100,000 $2,501 - $5,000
American Funds Fundamental Invs F-2 $50,001 - $100,000 $2,501 - $5,000
HLEMX Harding Emerging markets $50,001 - $100,000 $2,501 - $5,000
FRIRX Fidelity Adv Real Est $50,001 - $100,000 $2,501 - $5,000
DVFYX Davis Ser Inc Fincl FD $50,001 - $100,000 $1,001 - $2,500
IGNIX Ivy/Waddel Ivy Natural I $15,001 - $50,000 $2,501 - $5,000
PNRZX Prudential Jenn Natl Rez Z $15,001 - $50,000 $2,501 - $5,000
SAGYX Legg Mason CLRBRDG AGGR C $15,001 - $50,000 $1,001 - $2,500
American Funds Fundamental Invs C $1,001 - $15,000 $201 - $1,000
LAMCX Lord Abbott Cal Div $1,001 - $15,000 $201 - $1,000
SBMLX L/M CLRBRDG Mid Cap CL c $1,001 - $15,000 $201 - $1,000
RYPCX Rouce Penn Mut FD Consul $1,001 - $15,000 $201 - $1,000
LMGEX Legg Mason QS Intl $1,001 - $15,000 $201 - $1,000
FADCX Fidelity Adv DIVR Intl $1,001 - $15,000 $201 - $1,000
US Treasury Bill $250,001 - $500,000 $5,001 - $15,000
10 US bank CD's $1,000,001 - $5,000,000 $15,001 - $50,000
US bank Cash Account $1,000,001 - $5,000,000 $1,001 - $2,500
VWNAX Vangurad Windsor II fund Admiral Shares $100,001 - $250,000 $5,001 - $15,000

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
EY HR-10 Qualified Deferred Plan New York, New York I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions. Aug. 16, 1984
Ernst & Young New York, New York I will continue to participate in this defined benefit plan. Aug. 16, 1981
Ernst & Young New York, New York Pursuant to the partnership agreement, I will receive my final partnership share distribution in September and October 2017. The total amount of the payments was calculated as of the date of my withdrawal. June 16, 1995
Ernst & Young NY, New York Pursuant to the partnership agreement, I will receive fixed annual retirement payments. Jan. 16, 2017
Ernst & Young NY, New York Pursuant to the partnership agreement, I will receive a lump sum payment of my capital account by December 31, 2017. This payment was calculated as of the date of my withdrawal. June 16, 1995

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Wells Fargo Mortgage on Personal Residence $500,001 - $1,000,000 3.25% 2015

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

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