Cynthia Marten
0trades
$690.5Kest. assets · Termination
Since nomination
Nominee 278 (02/25/2021) vs TerminationDivested
1 position · $8K est.| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| EQ/Invesco Global Real Estate | Employment assets | Self | $1K – $15K |
Held at termination
17 positions · $594.5K est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| California State Teachers Retirement Defined Benefit Plan (Eligible for $8,497.34 per month at age 55) | Employment assets | Self | $250K – $500K | $250K – $500K |
| CalSTRS Defined Benefit Supplement (cash balance pension plan) | Employment assets | Self | $50K – $100K | $50K – $100K |
| EQ/Fidelity Inst AM LgC | Employment assets | Self | $1K – $15K | $15K – $50K |
| BNY Mellon S&P 500 Index Fund PEOPX | Employment assets | Self | $15K – $50K | $1K – $15K |
| VALIC Co II US Socially Responsible VCSRX | Employment assets | Self | $15K – $50K | $1K – $15K |
| BNY Mellon Midcap Index Fund, Inc; Investor Class Shares PESPX | Employment assets | Self | $15K – $50K | $1K – $15K |
| Fidelity VIP Mid Cap | Employment assets | Self | $1K – $15K | $1K – $15K |
| 1290 VT GAMCO Small Co Val | Employment assets | Self | $1K – $15K | $1K – $15K |
| EQ/Invesco International Growth | Employment assets | Self | $1K – $15K | $1K – $15K |
| EQ/Lazard Emerging Mrkts Eqty | Employment assets | Self | $1K – $15K | $1K – $15K |
| EQ/MFS International Intrinsic Val | Employment assets | Self | $1K – $15K | $1K – $15K |
| IVY VIP High Income | Employment assets | Self | $1K – $15K | $1K – $15K |
| EQ/MFS Utilities | Employment assets | Self | $1K – $15K | $1K – $15K |
| American Mutual Fund Class R3 Shares RMFCX | Employment assets | Self | $1K – $15K | $1K – $15K |
| BNY Mellon Smallcap Stock Index Fund Investor Class Shares DISSX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Neuberger Berman Real Estate Fund Trust Class NBRFX | Employment assets | Self | $1K – $15K | $1K – $15K |
| JPMorgan Government Bond Fund Class I Shares HLGAX | Employment assets | Self | $1K – $15K | $1K – $15K |
New positions
12 positions · $96K est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| EQ/Invesco Global Real Assets | Employment assets | Self | $1K – $15K |
| iShares Russell Mid-Cap Index Fund Class K Shares BRMKX | Employment assets | Self | $1K – $15K |
| iShares Russell 2000 Small-Cap Index Fund Class K Shares BDBKX | Employment assets | Self | $1K – $15K |
| Vanguard Mid-Cap Value Index Fund Admiral Class Shares VMVAX | Employment assets | Self | $1K – $15K |
| Vanguard Mid-Cap Growth Index Fund Admiral Class Shares VMGMX | Employment assets | Self | $1K – $15K |
| vanguard pacific stock index fund; institutional VPKIX | Employment assets | Self | $1K – $15K |
| vanguard emerging markets stock index fund; INST VEMIX | Employment assets | Self | $1K – $15K |
| Vanguard European Stock Index Fund Admiral Shares VEUSX | Employment assets | Self | $1K – $15K |
| Vanguard Small-Cap Value Index Fund Institutional Class Shares VSIIX | Employment assets | Self | $1K – $15K |
| Vanguard Small-Cap Growth Index Fund Institutional Class Shares VSGIX | Employment assets | Self | $1K – $15K |
| Vanguard Value Index Fund Institutional Shares VIVIX | Employment assets | Self | $1K – $15K |
| Vanguard Growth Index Fund Institutional Class Shares VIGIX | Employment assets | Self | $1K – $15K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
No published trades on file.
Asset holdings
Termination · filed —All positions
32 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| San Diego Unified School District 403B Plan Equitable, Variable Annuity | Self | — | — |
| EQ/Fidelity Inst AM LgC | Self | $15K – $50K | — |
| Fidelity VIP Mid Cap | Self | $1K – $15K | — |
| 1290 VT GAMCO Small Co Val | Self | $1K – $15K | — |
| EQ/Invesco International Growth | Self | $1K – $15K | — |
| EQ/Lazard Emerging Mrkts Eqty | Self | $1K – $15K | — |
| EQ/MFS International Intrinsic Val | Self | $1K – $15K | — |
| IVY VIP High Income | Self | $1K – $15K | — |
| EQ/Invesco Global Real Assets | Self | $1K – $15K | — |
| EQ/MFS Utilities | Self | $1K – $15K | — |
| San Diego Unified School District 457 Plan VALIC | Self | — | — |
| American Mutual Fund Class R3 Shares RMFCX | Self | $1K – $15K | — |
| BNY Mellon S&P 500 Index Fund PEOPX | Self | $1K – $15K | — |
| VALIC Co II US Socially Responsible VCSRX | Self | $1K – $15K | — |
| BNY Mellon Midcap Index Fund, Inc; Investor Class Shares PESPX | Self | $1K – $15K | — |
| BNY Mellon Smallcap Stock Index Fund Investor Class Shares DISSX | Self | $1K – $15K | — |
| Neuberger Berman Real Estate Fund Trust Class NBRFX | Self | $1K – $15K | — |
| JPMorgan Government Bond Fund Class I Shares HLGAX | Self | $1K – $15K | — |
| PlanMember 403(b) Plan, San Diego Unified School District | Self | — | — |
| iShares Russell Mid-Cap Index Fund Class K Shares BRMKX | Self | $1K – $15K | — |
| iShares Russell 2000 Small-Cap Index Fund Class K Shares BDBKX | Self | $1K – $15K | — |
| Vanguard Mid-Cap Value Index Fund Admiral Class Shares VMVAX | Self | $1K – $15K | — |
| Vanguard Mid-Cap Growth Index Fund Admiral Class Shares VMGMX | Self | $1K – $15K | — |
| vanguard pacific stock index fund; institutional VPKIX | Self | $1K – $15K | — |
| vanguard emerging markets stock index fund; INST VEMIX | Self | $1K – $15K | — |
| Vanguard European Stock Index Fund Admiral Shares VEUSX | Self | $1K – $15K | — |
| Vanguard Small-Cap Value Index Fund Institutional Class Shares VSIIX | Self | $1K – $15K | — |
| Vanguard Small-Cap Growth Index Fund Institutional Class Shares VSGIX | Self | $1K – $15K | — |
| Vanguard Value Index Fund Institutional Shares VIVIX | Self | $1K – $15K | — |
| Vanguard Growth Index Fund Institutional Class Shares VIGIX | Self | $1K – $15K | — |
| California State Teachers Retirement Defined Benefit Plan (Eligible for $8,497.34 per month at age 55) | Self | $250K – $500K | — |
| CalSTRS Defined Benefit Supplement (cash balance pension plan) | Self | $50K – $100K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.