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Kristine Iverson

Transportation (joined: Feb. 7, 2017)

Consultant, Immediate Office of the Secretary | Financial Disclosure » | Special-government employees are not required to submit publicly-available financial disclosures

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Special Government Employee

Former Positions Outside Government

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Employment Assets

Description Value Income
Pershing Federated Treasury Money Market $1,001 - $15,000 None (or less than $201)
American Funds Global Balanced MF $15,001 - $50,000 $201 - $1,000
American Funds Capital Income Builder MF $15,001 - $50,000 $201 - $1,000
Dodge & Cox Income MF $1,001 - $15,000 $201 - $1,000
First Eagle Global MF $15,001 - $50,000 None (or less than $201)
Oakmark Equity & Income MF $1,001 - $15,000 None (or less than $201)
Lord Abbett Floating Rate MF $1,001 - $15,000 $201 - $1,000
Lord Abbett Short Duration Income MF $1,001 - $15,000 $201 - $1,000
American New World MF $15,001 - $50,000 None (or less than $201)
T.Rowe Price Capital Appreciation MF $15,001 - $50,000 $201 - $1,000
T.Rowe Price Small U.S. Cap MF $1,001 - $15,000 None (or less than $201)
Pwershares QQQ ETF $15,001 - $50,000 $201 - $1,000
Vanguard Dividend Appreciation ETF $1,001 - $15,000 $201 - $1,000
Vanguard Value ETF $15,001 - $50,000 None (or less than $201)

Other Income/Assets

Description Value Income
U.S. Bank Checking and Savings $50,001 - $100,000 None (or less than $201)
Merrill Bank Investment Accout $50,001 - $100,000 $2,501 - $5,000
Merrill Lynch Bank Deposit $1,001 - $15,000 None (or less than $201)
American Funds Tax-Exempt Bond MF $15,001 - $50,000 $201 - $1,000
American Funds Growth Fund of America MF $15,001 - $50,000 None (or less than $201)
Franklin Floating Rate MF $1,001 - $15,000 None (or less than $201)
Franklin Strategic Income MF $15,001 - $50,000 $201 - $1,000
Principal Global Diversified Income MF $1,001 - $15,000 $201 - $1,000
Prudential Short-Term Corporate Bond MF $1,001 - $15,000 $201 - $1,000
Cetera Investment Account $250,001 - $500,000 $5,001 - $15,000
Flex Insured Money Market $1,001 - $15,000 None (or less than $201)
BlackRock Strategic Income Opps Inv A None (or less than $1,001) None (or less than $201)
Dodge & Cox International MF $1,001 - $15,000 None (or less than $201)
Dodge & Cox Income MF $1,001 - $15,000 $201 - $1,000
First Eagle Global Fund MF $15,001 - $50,000 None (or less than $201)
Janus Twenty MF $15,001 - $50,000 $201 - $1,000
Matthews Asia Dividend MF $15,001 - $50,000 $201 - $1,000
Pimco Income Fund Institutional Class $1,001 - $15,000 $201 - $1,000
Primecap Odyssey Stock MF $15,001 - $50,000 $201 - $1,000
T. Rowe Price Capital Appreciation MF $15,001 - $50,000 $201 - $1,000
T. Rowe Price Mid-Cap Growth MF (The "income" listed for this asset is a capital gain.) $50,001 - $100,000 $15,001 - $50,000
Thornburg Limited Term Muni Bond MF $15,001 - $50,000 $201 - $1,000
Vanguard Tax-Managed Balanced Admiral MF $15,001 - $50,000 $201 - $1,000
Ishares MSCI Minimum Volatility ETF $15,001 - $50,000 $201 - $1,000
Powershares QQQ ETF $1,001 - $15,000 None (or less than $201)
SPDR Consumer Staples ETF $1,001 - $15,000 $201 - $1,000
Vanguard Dividend Appreciation ETF $15,001 - $50,000 $201 - $1,000
Vanguard Energy ETF $1,001 - $15,000 $201 - $1,000
U.S. Senate Federal Credit Union $1,001 - $15,000 None (or less than $201)

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