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Margaret Peterlin departed March 31, 2018

State (joined: Jan. 25, 2017)

Senior Advisor | Chief of Staff, Office Of The Secretary | $179,700 | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Profectus Global Corp. $50,001 - $100,000 $80,000
Peterlin Holdings, LLC $1,000,001 - $5,000,000 $15,001 - $50,000
Freedom Riding $1,001 - $15,000 None (or less than $201)
Draper $1500

Other Income/Assets

Description Value Income
Fidelity Bank Acount MJAP $15,001 - $50,000 None (or less than $201)
USAA Checking Account $100,001 - $250,000 None (or less than $201)
TIAA-CREF IRA $500,001 - $1,000,000 None (or less than $201)
TIAA-CREF Cash $1,001 - $15,000 None (or less than $201)
DFA US Small Cap $15,001 - $50,000 $201 - $1,000
TIAA-CREF L/C Val Index $100,001 - $250,000 $2,501 - $5,000
TIAA-CREF Lg Cap Grth $50,001 - $100,000 $201 - $1,000
Artisan International Fd $15,001 - $50,000 $201 - $1,000
DFA Intl Small Cap $15,001 - $50,000 $201 - $1,000
Harding Loevner Emrg Mkt $15,001 - $50,000 $201 - $1,000
Harding Lovener intl Equity $15,001 - $50,000 $201 - $1,000
Ishares Core S&P $50,001 - $100,000 $2,501 - $5,000
Vanguard REIT ETF $15,001 - $50,000 $201 - $1,000
Fidelity Adv Emrg Mkts $15,001 - $50,000 $201 - $1,000
DFA Inflation Protected Sec $15,001 - $50,000 $201 - $1,000
TIAA-CREF Bond Fd $15,001 - $50,000 $201 - $1,000
TIAA-CREF High Yield Fd $15,001 - $50,000 None (or less than $201)
USAA Short Term Bond $1,001 - $15,000 None (or less than $201)
Vanguard Bd Index Fd $15,001 - $50,000 $201 - $1,000
TIAA-CREF Joint Account $500,001 - $1,000,000 $5,001 - $15,000
TIAA-CREF Cash - Joint $1,001 - $15,000 None (or less than $201)
United Health Group Inc $100,001 - $250,000 $2,501 - $5,000
Harding Loevner Inst Emrg Mkt $15,001 - $50,000 None (or less than $201)
DJ Wilshire REIT ETF $15,001 - $50,000 $201 - $1,000
Ishares MSCI EAFE ETF $15,001 - $50,000 $201 - $1,000
Ishares MSCI EAFE Small Cap ETF $1,001 - $15,000 $201 - $1,000
Ishares Russel Midcap ETF $1,001 - $15,000 None (or less than $201)
Ishares Russell midcap Value $15,001 - $50,000 $201 - $1,000
Ishares Russell 1000 Growth ETF $1,001 - $15,000 None (or less than $201)
Ishares Russell 1000 Value ETF $15,001 - $50,000 $201 - $1,000
Ishares Russell 2000 Growth ETF $1,001 - $15,000 None (or less than $201)
Ishares Russell 2000 Value ETF $1,001 - $15,000 $201 - $1,000
Vanguard Growth ETF $50,001 - $100,000 $201 - $1,000
Vanguard Value ETF $50,001 - $100,000 $1,001 - $2,500
Fidelity Adv Emg Mkts $1,001 - $15,000 $201 - $1,000
Nuveen Ltd Trm Muni $15,001 - $50,000 $201 - $1,000
Nuveen VA Muni Bond $100,001 - $250,000 $2,501 - $5,000
Vanguard HI Yield T/E Fd $15,001 - $50,000 $1,001 - $2,500
TIAA-CREF IRA - Spouse $250,001 - $500,000 $5,001 - $15,000
TIAA-CREF Trust Cash - Spouse $1,001 - $15,000 None (or less than $201)
DFA US Small Cap - Spouse $15,001 - $50,000 $201 - $1,000
TIAA-CREF L/C Val Index - Spouse $50,001 - $100,000 $1,001 - $2,500
TIAA-CREF Lg Cap Growth Spouse $50,001 - $100,000 $1,001 - $2,500
Artisan International - Spouse $15,001 - $50,000 $201 - $1,000
Harding Lovener Emrg Mkts - Spouse $15,001 - $50,000 $201 - $1,000
DFA Intl - Spouse $15,001 - $50,000 $201 - $1,000
Ishares Core S&P ETF $50,001 - $100,000 $1,001 - $2,500
Vanguard REIT ETF - Spouse $15,001 - $50,000 $201 - $1,000
Fidelity Emerging Markets $1,001 - $15,000 None (or less than $201)
DFA Inflation Protected Sec Fund - Spouse $1,001 - $15,000 None (or less than $201)
TIAA-CREF Bond Fd Inst Cl - Spouse $15,001 - $50,000 $201 - $1,000
TIAA CREF High Yield - Spouse $1,001 - $15,000 None (or less than $201)
USAA Short Term Bond Fd - Spouse $1,001 - $15,000 $201 - $1,000
Vanguard Bd Index Fund - Spouse $15,001 - $50,000 $201 - $1,000
Harding Lovener Intl Equity - Spouse $15,001 - $50,000 $201 - $1,000
Bank of America - Joint Accounts $100,001 - $250,000 None (or less than $201)
Rental Property - Arlington, VA $1,000,001 - $5,000,000 $15,001 - $50,000
Rental Property - Oakton, VA $1,000,001 - $5,000,000 $15,001 - $50,000
DJK Irrevocable Trust - Life Insurance Policy $250,001 - $500,000 None (or less than $201)
VA 529 Plan - Dependent Child (Age-Based) $15,001 - $50,000 None (or less than $201)
VA 529 Plan - Dependent Child (Age-Based) $1,001 - $15,000 None (or less than $201)
VA 529 Plan - Dependent Child (Age-Based) $1,001 - $15,000 None (or less than $201)

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
Bank of America Mortgage, Oakton, VA, USA $500,001 - $1,000,000 2.49% 2016
Bank of America Mortgage, Arlington, VA, USA $250,001 - $500,000 one month LI BO 2015
Navient Education Loan Loan $10,001 - $15,000 6.8% 2001

Spouse's Employment Assets

Description Value Income Type Income Amount
Fidelity Investment Account - Spouse None (or less than $1,001) None (or less than $201)
United Health Stock Options Over $1,000,000 Dividends, Capital Gains $5,001 - $15,000
United Health Contribution (ESOC) $1,001 - $15,000 Dividends, Capital Gains $2,501 - $5,000
United Health (Restricted Stock Units) Over $1,000,000 Dividends, Capital Gains $5,001 - $15,000
United Health Group Salary

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

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