Tai, Katherine
U.S. Trade Representative
Disclosed trades
19
Purchases (all, mid $)
$350K
Sales (all, mid $)
$593K
Disclosed assets
149
All disclosed trades
Every extracted transaction (19 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 19 of 19 matching rows — search reaches all 19
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2022-04-04 | Tai, Katherine | U.S. Trade Representative | Miller and Chevalier Chartered 401K: Vanguard 500 Index Fund (VFIAX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>BlackRock Equity Index Fund (WBREOX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: Russell Investments Global Balanced Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Russell Investments Intermediate Term Bond Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Russell Investments Non-U.S. Equity Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Russell Investments Real Asset Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Russell Investments Short Term Bond Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Russell Investments Stable Value Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Russell Investments U.S. Small Cap Equity Fund | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-29 | Tai, Katherine | U.S. Trade Representative | Baker & MacKenzie 401K: GLYPH<9>Vanguard Growth and Income Fund (VQNPX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-21 | Tai, Katherine | U.S. Trade Representative | Miller and Chevalier 401K: American Funds EuroPacific Growth Fund (RERGX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:22 | |
| 2021-12-21 | Tai, Katherine | U.S. Trade Representative | Miller and Chevalier 401K: Harbor Capital Appreciation Fund (HACAX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:22 | |
| 2021-12-21 | Tai, Katherine | U.S. Trade Representative | Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund (MWTRX) | sell | $1,001 - $15,000 | $8K | 2026-05-04 21:22 | |
| 2021-12-21 | Tai, Katherine | U.S. Trade Representative | Miller and Chevalier 401K: Vanguard 500 Index Fund (VFIAX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:22 | |
| 2021-12-21 | Tai, Katherine | U.S. Trade Representative | Miller and Chevalier 401K: GLYPH<9>Vanguard Target Retirement 2040 Fund (VFORX) | sell | $15,001 - $50,000 | $33K | 2026-05-04 21:22 | |
| 2021-01-05 | Tai, Katherine | U.S. Trade Representative | Fidelity Freedom 2035 Fund (FSNUX) | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:22 | |
| 2021-01-05 | Tai, Katherine | U.S. Trade Representative | iShares Total US Stock Market Index Fund (BKTSX) | sell | $100,001 - $250,000 | $175K | 2026-05-04 21:22 | |
| 2021-01-05 | Tai, Katherine | U.S. Trade Representative | Fidelity 500 Index Fund (FXAIX) | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:22 | |
| 2021-01-05 | Tai, Katherine | U.S. Trade Representative | American Funds 2035 Target Date Retirement Fund (RFFTX) | buy | $100,001 - $250,000 | $175K | 2026-05-04 21:22 |
Assets & income
Everything disclosed across this official's filings
showing 149 of 149 matching rows — search reaches all 149
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Tai, Katherine | Residential real estate, San Francisco, CA | $500,001 - $1,000,000 | $750K | Rent or Royalties | 2026-05-04 21:22 |
| Tai, Katherine | Residential real estate, San Francisco, CA | $500,001 - $1,000,000 | $750K | Rent or Royalties | 2026-05-04 21:22 |
| Tai, Katherine | Residential real estate, San Francisco, CA | $500,001 - $1,000,000 | $750K | Rent or Royalties | 2026-05-04 23:34 |
| Tai, Katherine | Residential real estate, San Francisco, CA | $500,001 - $1,000,000 | $750K | Rent or Royalties | 2026-05-04 23:35 |
| Tai, Katherine | U.S. Bank #2 (cash account) | $250,001 - $500,000 | $375K | Interest | 2026-05-04 21:22 |
| Tai, Katherine | U.S. Bank #1 (cash account) | $250,001 - $500,000 | $375K | Interest | 2026-05-04 23:34 |
| Tai, Katherine | American Funds 2035 Target Date Retirement Fund (RFFTX) | $250,001 - $500,000 | $375K | – | 2026-05-04 23:35 |
| Tai, Katherine | U.S. bank #1 (cash account) | $250,001 - $500,000 | $375K | Interest | 2026-05-04 23:35 |
| Tai, Katherine | U.S. Bank #2 (cash account) | $250,001 - $500,000 | $375K | Interest | 2026-07-18 20:13 |
| Tai, Katherine | American Funds 2035 Target Date Retirement Fund (RFFTX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | U.S. Bank #1 (cash account) | $100,001 - $250,000 | $175K | Interest | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Growth Stock Fund (PRGFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard Star Fund (VGSTX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | American Funds 2035 Target Date Retirement Fund (RFFTX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Growth Stock Fund (PRGFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $100,001 - $250,000 | $175K | – | 2026-05-04 21:22 |
| Tai, Katherine | American Funds 2035 Target Date Retirement Fund (RFFTX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:34 |
| Tai, Katherine | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:34 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:34 |
| Tai, Katherine | T. Rowe Price Growth Stock Fund (PRGFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:34 |
| Tai, Katherine | Fidelity 500 Index Fund (FXAIX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:35 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:35 |
| Tai, Katherine | T. Rowe Price Growth Stock Fund (PRGFX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:35 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:35 |
| Tai, Katherine | Vanguard Star Fund (VGSTX) | $100,001 - $250,000 | $175K | – | 2026-05-04 23:35 |
| Tai, Katherine | Fidelity Freedom 2035 Fund (FSNUX) | $100,001 - $250,000 | $175K | – | 2026-07-18 20:13 |
| Tai, Katherine | iShares Total US Stock Market Index Fund (BKTSX) | $100,001 - $250,000 | $175K | – | 2026-07-18 20:13 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $100,001 - $250,000 | $175K | – | 2026-07-18 20:13 |
| Tai, Katherine | T. Rowe Price Growth Stock Fund (PRGFX) | $100,001 - $250,000 | $175K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $100,001 - $250,000 | $175K | – | 2026-07-18 20:13 |
| Tai, Katherine | Globe Life Liberty National Division whole life insurance policies | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price International Value Equity Fund (TRIGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | Franklin Mutual Quest Fund (MQIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | Globe Life Liberty National Division whole life insurance policies | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | U.S. Bank #1 (cash account) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:22 |
| Tai, Katherine | U.S. Bank #2 (cash account) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price International Value Equity Fund (TRIGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | Franklin Mutual Quest Fund (MQIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard Star Fund (VGSTX) | $50,001 - $100,000 | $75K | – | 2026-05-04 21:22 |
| Tai, Katherine | Globe Life Liberty National Division whole life insurance policies | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | U.S. Bank #2 (cash account) | $50,001 - $100,000 | $75K | Interest | 2026-05-04 23:34 |
| Tai, Katherine | T. Rowe Price International Value Equity Fund (TRIGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | Franklin Mutual Quest Fund (MQIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard Star Fund (VGSTX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | T Rowe Price Equity Index 500 Fund (PREIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:34 |
| Tai, Katherine | Globe Life Liberty National Division whole life insurance policies | $50,001 - $100,000 | $75K | – | 2026-05-04 23:35 |
| Tai, Katherine | T. Rowe Price International Value Equity Fund (TRIGX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:35 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:35 |
| Tai, Katherine | Franklin Mutual Quest Fund (MQIFX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:35 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:35 |
| Tai, Katherine | T Rowe Price Equity Index 500 Fund (PREIX) | $50,001 - $100,000 | $75K | – | 2026-05-04 23:35 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $50,001 - $100,000 | $75K | – | 2026-07-18 20:13 |
| Tai, Katherine | Franklin Mutual Quest Fund (MQIFX) | $50,001 - $100,000 | $75K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard Star Fund (VGSTX) | $50,001 - $100,000 | $75K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | T Rowe Price Equity Index 500 Fund (PREIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | T Rowe Price Equity Index 500 Fund (PREIX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-05-04 21:22 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:35 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:35 |
| Tai, Katherine | Vanguard Growth Index Fund (VIGAX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:35 |
| Tai, Katherine | U.S. bank #2 (cash account) | $15,001 - $50,000 | $33K | Interest | 2026-05-04 23:35 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:35 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-05-04 23:35 |
| Tai, Katherine | American Funds EuroPacific Growth Fund (RERGX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | Harbor Capital Appreciation Fund (HACAX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | T. Rowe Price International Value Equity Fund (TRIGX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | T Rowe Price Equity Index 500 Fund (PREIX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | T. Rowe Price Retirement 2040 Fund (TRRDX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $15,001 - $50,000 | $33K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 21:22 |
| Tai, Katherine | AIG whole life insurance policy | $1,001 - $15,000 | $8K | – | 2026-05-04 21:22 |
| Tai, Katherine | AIG whole life insurance policy | $1,001 - $15,000 | $8K | – | 2026-05-04 21:22 |
| Tai, Katherine | Fidelity Balanced Fund (FBALX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard 500 Index Fund (VFIAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:34 |
| Tai, Katherine | Vanguard Growth Index Fund (VIGAX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:34 |
| Tai, Katherine | AIG whole life insurance policy | $1,001 - $15,000 | $8K | – | 2026-05-04 23:34 |
| Tai, Katherine | Fidelity Balanced Fund (FBALX) | $1,001 - $15,000 | $8K | – | 2026-05-04 23:35 |
| Tai, Katherine | AIG whole life insurance policy | $1,001 - $15,000 | $8K | – | 2026-05-04 23:35 |
| Tai, Katherine | Metropolitan West Total Return Bond Fund (MWTRX) | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | BlackRock Equity Index Fund (WBREOX) | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments Global Balanced Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments Intermediate Term Bond Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments Non-U.S. Equity Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments Real Asset Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments Short Term Bond Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments Stable Value Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Russell Investments U.S. Small Cap Equity Fund | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard Growth and Income Fund (VQNPX) | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | AIG whole life insurance policy | $1,001 - $15,000 | $8K | – | 2026-07-18 20:13 |
| Tai, Katherine | Vanguard Target Retirement 2040 Fund (VFORX) | $0 - $1,000 | $500 | – | 2026-05-04 21:22 |
| Tai, Katherine | SkidRiley Associates (small business consulting services) | $0 - $1,000 | $500 | Business income | 2026-07-18 20:13 |
| Tai, Katherine | Miller and Chevalier Chartered 401K | – | – | Miller and Chevalier C | 2026-05-04 21:22 |
| Tai, Katherine | DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $1054/month at age 65 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | 401K | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | Roth IRA | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | investment account #1 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | investment account #2 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | investment account #3 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | Roth IRA | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | Cheetah Conservation Fund, Director of Operations and Finance | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | investment account #1 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | investment account #2 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | investment account #3 | – | – | – | 2026-05-04 21:22 |
| Tai, Katherine | DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $1054/month at age 65 | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | Fidelity 401K | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | Roth IRA | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | Cheetah Conservation Fund, Director of Operations and Finance | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | Cheetah Fund 401K | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | investment account #1 | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | investment account #2 | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | investment account #3 | – | – | – | 2026-05-04 23:34 |
| Tai, Katherine | DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $1054/month at age 65 | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | Fidelity 401K | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | Roth IRA | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | Cheetah Conservation Fund, Director of Operations and Finance | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | Cheetah Fund 401K | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | investment account #1 | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | investment account #2 | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | investment account #3 | – | – | – | 2026-05-04 23:35 |
| Tai, Katherine | Miller and Chevalier Chartered 401K | – | – | Miller and Chevalier C | 2026-07-18 20:13 |
| Tai, Katherine | Baker & MacKenzie 401K | – | – | Baker & MacKenzie 401K | 2026-07-18 20:13 |
| Tai, Katherine | Cast and Crew (film and television production) | – | – | Salary | 2026-07-18 20:13 |
| Tai, Katherine | DGA (Directors Guild of America) Producer Pension, defined benefit plan eligible for $941/month at age 65 | – | – | – | 2026-07-18 20:13 |
| Tai, Katherine | 401K | – | – | – | 2026-07-18 20:13 |
| Tai, Katherine | Roth IRA | – | – | – | 2026-07-18 20:13 |
| Tai, Katherine | investment account #1 | – | – | – | 2026-07-18 20:13 |
| Tai, Katherine | investment account #2 | – | – | – | 2026-07-18 20:13 |
| Tai, Katherine | investment account #3 | – | – | – | 2026-07-18 20:13 |
Liabilities
showing 14 of 14 matching rows — search reaches all 14
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Tai, Katherine | Wells Fargo | Mortgage (investment/rental property | $250,001 - $5,000,002,007 | $2.50B | 4.25% | 30 years | 2026-05-04 23:34 |
| Tai, Katherine | Wells Fargo | Mortgage (investment/rental property | $250,001 - $5,000,002,007 | $2.50B | 4.25% | 30 years | 2026-05-04 23:35 |
| Tai, Katherine | George Mason | Mortgage on Personal Residence | $500,001 - $1,000,000 | $750K | 2022 | 6.25% | 2026-05-04 21:22 |
| Tai, Katherine | PHH Mortgage | Mortgage (investment/rental property | $500,001 - $1,000,000 | $750K | 2005 | 3.25% | 2026-07-18 20:13 |
| Tai, Katherine | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2013 | 3.625% | 2026-05-04 21:22 |
| Tai, Katherine | Wells Fargo | Mortgage (investment/rental property | $250,001 - $500,000 | $375K | 2007 | 4.25% | 2026-05-04 21:22 |
| Tai, Katherine | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2013 | 3.625% | 2026-05-04 21:22 |
| Tai, Katherine | Wells Fargo | Mortgage (investment/rental property | $250,001 - $500,000 | $375K | 2007 | 4.25% | 2026-05-04 21:22 |
| Tai, Katherine | Wells Fargo | Mortgage on Personal Residence | $250,001 - $500,000 | $375K | 2013 | 3.625% | 2026-07-18 20:13 |
| Tai, Katherine | Wells Fargo | Mortgage (investment/rental property | $250,001 - $500,000 | $375K | 2007 | 4.25% | 2026-07-18 20:13 |
| Tai, Katherine | PHH Mortgage Services | Mortgage on Personal Residence $500, | – | – | 6.25% | 30 years | 2026-05-04 23:34 |
| Tai, Katherine | PHH Mortgage Services | Mortgage on Personal Residence $500, | – | – | 6.25% | 30 years | 2026-05-04 23:35 |
| Tai, Katherine | PART # | ENDNOTE | – | – | ENDNOTE | ENDNOTE | 2026-07-18 20:13 |
| Tai, Katherine | 6. 2 | Sold March 1, 2019. No rental income | – | – | Sold Marc | Sold March 1 | 2026-07-18 20:13 |
Employment agreements & arrangements
showing 4 of 4 matching rows — search reaches all 4
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Tai, Katherine | Miller and Chevalier Chartered | I will continue to participate in this defined contribution plan. The plan sponsor has not made contributions since my separation in 2006. | 11/2004 | 2026-05-04 21:22 |
| Tai, Katherine | Baker & McKenzie LLP | I no longer participate in this defined contribution plan - all funds rolled over into the TSP. The plan sponsor had not made contributions since my separation in 2007. | 8/2006 | 2026-05-04 21:22 |
| Tai, Katherine | Miller and Chevalier Chartered | I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions since my separation. | 11/2004 | 2026-07-18 20:13 |
| Tai, Katherine | Baker & McKenzie LLP | I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions since my separation. | 8/2006 | 2026-07-18 20:13 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.