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 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
- Freedom Riding Director
- Peterlin Holdings LLC Director
- Profectus Global Officer
Former Compensation Sources
- IIA Strategic consulting services
- Not Specified Strategic consulting services
- XLP Capital Strategic consulting services
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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