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Kelly Eckels Currie

State (joined: Aug. 3, 2017)

Representative to the Economic and Social Council of the United Nations | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Project 2049 Institute $107,700
Kelley Currie Solo 401k
Oppenheimer Portfolio Series Moderate Investor Fund Class C $50,001 - $100,000 None (or less than $201)
US Institute of Peace $350
Alan Freed Associates - May 6, 2016 $500

Other Income/Assets

Description Value Income
US Bank Account #1 (cash) $50,001 - $100,000 $201 - $1,000
Dependent Trust #1
Abiomed stock $50,001 - $100,000 $50,001 - $100,000
IShares TR Minimum Volatility USA ETF $15,001 - $50,000 $1,001 - $2,500
Dependent Trust #2
Abiomed stock $50,001 - $100,000 $50,001 - $100,000
IShares TR Minimum Volatility USA ETF $15,001 - $50,000 $1,001 - $2,500
Brokerage Account #1
AB High Income Fund Advisor Shares $15,001 - $50,000 $1,001 - $2,500
Fidelity Advisor Energy Fund $100,001 - $250,000 $2,501 - $5,000
IShares TR Minimum Volatility USA ETF $250,001 - $500,000 $50,001 - $100,000
Pimco Low Duration Income Fund $100,001 - $250,000 $5,001 - $15,000
Vanguard S&P 500 Index Fund $250,001 - $500,000 $15,001 - $50,000
Vanguard Total Stock Market ETF $250,001 - $500,000 $50,001 - $100,000
U.S. Money Market Account #2 (cash) $1,001 - $15,000 $201 - $1,000
Western Asset Corporate Bond A $15,001 - $50,000 $201 - $1,000
Brokerage Account #2
Supernus Common Stock $1,001 - $15,000 $2,501 - $5,000
Exelixis, Inc. - Common Stock $1,001 - $15,000 $5,001 - $15,000
Spouse Family Trust #1 None (or less than $201)
DFA Emerging Markets Core Equity Portfolio (DFCEX) $50,001 - $100,000 $1,001 - $2,500
SPDR S&P 500 ETF Trust $100,001 - $250,000 $2,501 - $5,000
iShares TR Select Dividend ETF FD (DVY) $100,001 - $250,000 $5,001 - $15,000
Flexshares TR International Quality Dividend Index Fund (IQDF) $100,001 - $250,000 $5,001 - $15,000
iShares TR Russell Mid-Cap ETF (IWR) $15,001 - $50,000 $201 - $1,000
DFA US Small Cap Portfolio (DFSTX) $15,001 - $50,000 $201 - $1,000
iShares Global Infrastructure ETF Index (IGF) $50,001 - $100,000 $1,001 - $2,500
Morningstar Global Upstream Natural Resources Index (GUNR) $50,001 - $100,000 $201 - $1,000
Blackrock FDS High Yield Bond Portfolio ( $15,001 - $50,000 $1,001 - $2,500
Washington Suburban Sanitary District, MD Municipal Bond $15,001 - $50,000 $1,001 - $2,500
Connecticut State NR/AA Bonds $50,001 - $100,000 $1,001 - $2,500
Ohio State AA Bonds $15,001 - $50,000 $1,001 - $2,500
Pennsylvania State AA Bond $50,001 - $100,000 $1,001 - $2,500
NYC Municipal Water Financing Authority AA Bonds $50,001 - $100,000 $1,001 - $2,500
Wisconsin State AA Bond $50,001 - $100,000 $1,001 - $2,500
Columbus Ohio AAA Muni bond $15,001 - $50,000 $1,001 - $2,500
Wisconsin State Transition Revenue AA Bond $15,001 - $50,000 $1,001 - $2,500
Georgia State AAA Bonds $50,001 - $100,000 $1,001 - $2,500
N Carolina State AAA Bonds $50,001 - $100,000 $1,001 - $2,500
Larimer, Weld & Boulder Counties CO School D Bonds $15,001 - $50,000 $1,001 - $2,500
NYC Transitional Financial Authority Bonds $15,001 - $50,000 $1,001 - $2,500
Maryland State AAA Bonds $15,001 - $50,000 $1,001 - $2,500
Sioux Falls SD Sales Tax Revenue AA bonds $15,001 - $50,000 $1,001 - $2,500
Delaware State AAA Bonds $15,001 - $50,000 $1,001 - $2,500
Spouse Family Trust U.S. Money Market Account (cash) 1 $15,001 - $50,000 None (or less than $201)
Spouse Family Trust U.S. Money Market Account (cash) 2 $50,001 - $100,000 $201 - $1,000
US Bank Account #2 (cash) $1,001 - $15,000 None (or less than $201)
American Funds Retirement Account
Growth Fund of America-A $15,001 - $50,000 None (or less than $201)
EuroPacific Growth Fund-A $15,001 - $50,000 None (or less than $201)
New Perspective Fund-A $15,001 - $50,000 None (or less than $201)
SMALLCAP World Fund-A $15,001 - $50,000 None (or less than $201)

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Quicken Loans Mortgage on Personal Residence $250,001 - $500,000 3.85 2014

Spouse's Employment Assets

Description Value Income Type Income Amount
Valeant Pharmaceutical severance
Orexo Pharmaceutical salary
Tris Pharmaceutical (Pharmaceutical maufacturing) salary
Spouse IRA
AB High Income Fund Advisor Shares $15,001 - $50,000 $1,001 - $2,500
Blackrock S&P500 Index Fund $100,001 - $250,000 $2,501 - $5,000
Blackrock US Mortgage Portfolio $1,001 - $15,000 $201 - $1,000
Invesco Developing Markets Fund $15,001 - $50,000 $201 - $1,000
iShares TR Core S&P SCP ETF $15,001 - $50,000 $201 - $1,000
IShares TR Global REIT ETF $50,001 - $100,000 $2,501 - $5,000
Ishares TR Minimum Volatility EAFE ETF $15,001 - $50,000 $1,001 - $2,500
IShares TR Minimum Volatility USA ETF $100,001 - $250,000 $15,001 - $50,000
Lord Abbett Floating Rate Fund $15,001 - $50,000 $201 - $1,000
MFS International Diversification Fund $15,001 - $50,000 $201 - $1,000
Pimco Foreign Bond Fund $15,001 - $50,000 $201 - $1,000
Sector SPDR TR SBI Int-Energy (XLE) $15,001 - $50,000 $201 - $1,000
T Rowe Price International Discovery Fund $15,001 - $50,000 None (or less than $201)
Voya Small Company Fund $15,001 - $50,000 $201 - $1,000
Western Asset Corporate Bond Fund $50,001 - $100,000 $1,001 - $2,500
U.S. Money Market Account (Cash) $1,001 - $15,000 None (or less than $201)
Tris Pharmaceutical 401k
JPMorgan SmartRetirement 2030 $1,001 - $15,000 None (or less than $201)

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