This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Margaret Morgan Weichert
Management and Budget (joined: Feb. 14, 2018)
Deputy Director for Management | $161,900 | Financial Disclosure »
Former Positions Outside Government
- Conservatorship #1 Conservator
- Conservatorship #2 Conservator
- Ernst & Young, LLP Principal
Former Compensation Sources
- American Express Market assessment of corporate payments capabilities as EY Principal
- Bank of New York Mellon Payments subject matter advisor support for BNYM business continuity process playbooks as EY consultant
- Discover Network Assessment of leading practices for payments network clearing and settlement as EY Principal
- Disney EMV and Payments optimization strategy as EY Principal
- Ernst & Young, LLP I provide management consulting services related to payments and financial services
- Fidelity National Info Svcs Merchant Services Strategy as EY Principal
- Mastercard Market assessment and cost analysis for Mastercard products as EY Principal
- Starbucks Corporation Payments strategy consulting as EY Principal
- TIAA-CREF ACH platform optimization as EY Principal
- Union Bank Payments governance strategy as EY Principal
- Wells Fargo Risk and controls assessment for wires and ACH as EY Principal
Employment Assets
| Description | Value | Income |
|---|---|---|
| Ernst & Young, LLP | $895,756 | |
| Ernst & Young, defined benefit plan (value not readily ascertainable) eligible for up to $250,000 per year at 60 if I vest (not vested yet) | None (or less than $201) | |
| Bank of America, defined benefit plan | $15,001 - $50,000 | None (or less than $201) |
| Ernst & Young, LLP, Equity in the partnership | $100,001 - $250,000 | $1,001 - $2,500 |
| EY HR-10 Qualified Tax Deferred Plan, EY maintains a plan that includes elements of profit sharing | ||
| BlackRock U.S. Equity Market Fund | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Institutional Total Stock Market Index Fund (VITPX) | $1,001 - $15,000 | None (or less than $201) |
| DFA Targeted Value Fund (DFFVX) | $1,001 - $15,000 | None (or less than $201) |
| Brown Capital Management Small Company Fund (BCSSX) | $1,001 - $15,000 | None (or less than $201) |
| BlackRock ACWI Ex-US IMI Fund | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard International Growth Portfolio (VWILX) | $1,001 - $15,000 | None (or less than $201) |
| Causeway International Value Group Trust | $1,001 - $15,000 | None (or less than $201) |
| DFA International Small Company Fund (DFISX) | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price International Discovery Fund (TIDDX) | $1,001 - $15,000 | None (or less than $201) |
| Earnest Partners International Fund | $1,001 - $15,000 | None (or less than $201) |
| GMO World Equity Allocation Investment Fund PLC (GMODWEI) | $1,001 - $15,000 | None (or less than $201) |
| T Rowe Price Global Stock Fund (PRGSX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Global Equity Fund (VHGEX) | $1,001 - $15,000 | None (or less than $201) |
| Dodge and Cox Global Stock Fund (DODWX) | $1,001 - $15,000 | None (or less than $201) |
| Dodge and Cox Income Fund (DODIX) | $1,001 - $15,000 | None (or less than $201) |
| Pimco Total Return Fund (PTTRX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total Bond Market Index (VBMPX) | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan High Yield Bond Fund (JHYUX) | $1,001 - $15,000 | None (or less than $201) |
| Western High Yield Fund (WAHSX) | $1,001 - $15,000 | None (or less than $201) |
| Shenkman Primus High Yield Bond Fund | $1,001 - $15,000 | None (or less than $201) |
| Lazard Emerging Markets Debt Fund (LEDIX) | $1,001 - $15,000 | None (or less than $201) |
| Stone Harbor Emerging Market Debt Fund (SHMDX) | $1,001 - $15,000 | None (or less than $201) |
| Ashmore Emerging Market Total Return Fund (EMKIX) | $1,001 - $15,000 | None (or less than $201) |
| Bridgewater All Weather Fund | $1,001 - $15,000 | None (or less than $201) |
| GMO Real Return Global Balanced Fund | $1,001 - $15,000 | None (or less than $201) |
| PIMCO All Asset Fund (PAAIX) | $1,001 - $15,000 | None (or less than $201) |
| GMO Global Developed Equity Allocation Strategy (GWOAX) | $1,001 - $15,000 | None (or less than $201) |
| JP Morgan Treasury Plus Money Market Fund (AJTXX) | $1,001 - $15,000 | None (or less than $201) |
| IRA | ||
| Vanguard Explorer Fund | $1,001 - $15,000 | None (or less than $201) |
| Bank of America Merrill Money Market Account (cash) | $1,001 - $15,000 | None (or less than $201) |
| Ernst & Young 401K | ||
| Fidelity Low-Priced Stock Commingled Pool | $50,001 - $100,000 | $1,001 - $2,500 |
| Fidelity Diversified International Commingled Pool | $50,001 - $100,000 | $1,001 - $2,500 |
| Vanguard Target Retirement 2035 Trust Plus | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Target Retirement 2030 Trust Plus | $1,001 - $15,000 | None (or less than $201) |
| Dodge and Cox Stock (DODGX) | $15,001 - $50,000 | $201 - $1,000 |
| Fidelity S&P 500 Index (FXAIX) | $50,001 - $100,000 | None (or less than $201) |
| T. Rowe Price New Horizons (PRJIX) | $15,001 - $50,000 | None (or less than $201) |
| American Funds EuroPacific Growth (RERGX) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Small Cap Value Index (VSIIX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Fidelity Blue Chip Growth Fund (FBGKX) | $1,001 - $15,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. bank accounts #1 | $100,001 - $250,000 | $201 - $1,000 |
| Parcel of Land - Lithonia, GA | $1,001 - $15,000 | None (or less than $201) |
| CFNC NC-529 | ||
| Vanguard Interest Accumulation | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Total Stock Market Index Admiral Shares | $15,001 - $50,000 | None (or less than $201) |
| Vanguard Total International Stock Index | $1,001 - $15,000 | None (or less than $201) |
| CFNC - NC529 | ||
| Vanguard Total Stock Market Index Admiral Shares | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Total International Stock ETF | $1,001 - $15,000 | None (or less than $201) |
| CA Scholarshare 529 | ||
| TIAA Principal Plus Interest | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Ernst & Young, LLP | Atlanta, Georgia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | Sept. 16, 2013 |
| Ernst & Young, LLP | Atlanta, Georgia | I will continue to participate in this defined benefit plan. | Sept. 16, 2013 |
| Bank of America | Charlotte, North Carolina | I will continue to participate in this defined benefit plan. | Nov. 16, 2004 |
| Ernst & Young, LLP | Atlanta, Georgia | I am a principal in the US Firm and currently hold a capital balance and a capital loan. The net equity I have as of 4/17/17 is $62,000 (capital of $206,000 less loan of $144,000). Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a lump sum payment of my net equity. | Sept. 16, 2013 |
| EY HR-10 Qualified Tax Deferred Plan | Atlanta, Georgia | Pursuant to my partnership agreement, following my withdrawal from the firm, I will cash out of the EY HR- 10 Qualified Tax Deferred Plan. The total amount of payment will be calculated as of the date of my withdrawal. | Sept. 16, 2013 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Bank of America Credit Card | Credit Card | $15,001 - $50,000 | 11.99% | 2011 |
| Bank of America | Credit Card | $15,001 - $50,000 | 11.99% | 2012 |
| Ernst & Young Capital Loan Program | Partnership Loan | $100,001 - $250,000 | 1.887% | 2013 |
| CitiMortgage | Mortgage on Personal Residence | $250,001 - $500,000 | 4% | 2016 |
| Bank of America | Exercised Line of Credit | $50,001 - $100,000 | 4.24% | 2011 |
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