Observations
- Millionaire
Estimated Net Worth
- $2.1 M - $4.8 M
Salary
- $110 K
Records
Financial Disclosure Details - OGE Form 278e (04/09/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Senior Advisor | 1/2021 | |
2 | Washington, District of Columbia | Non Resident Scholar | 1/2021 | |
3 | New York City, New York | Adjunct Lecturer | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Roth IRA#1 | |||
1.1 | Artisan Global Opportunities Fund Investor Class (ARTRX) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Oakmark Global Select Fund Investor Class (OAKWX) | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Phaeacian Accent International Value Fund Institutional Class Shares (PPIVX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | Vulcan Value Partners Fund (VVPLX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | Walthausen Small Cap Value Fund (WSCVX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Weitz Short Duration Income Fund Investor Class (WSHNX) | $1,001 - $15,000 | None (or less than $201) | |
2 | America Achieves | Consulting fees | $22,800 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Leading Edge Alliance, Inc | salary | ||
2 | IRA #1: | |||
2.1 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Morgan Stanley Institutional Liquidity Funds (MSILF) Treasury Securities Portfolio (MSUXX) | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA #2: | |||
3.1 | SPDR S&P Biotech ETF (XBI) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | New World Fund, Inc Class C Shares (NEWCX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | JPMorgan Large Cap Growth Fund Class A Shares (OLGAX) | $15,001 - $50,000 | None (or less than $201) | |
4 | IRA #3: | |||
4.1 | Vanguard Developed Markets Index Fund ETF Shares (VEA) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | First Trust NASDAQ Cybersecurity ETF (CIBR) | $15,001 - $50,000 | None (or less than $201) | |
2 | iShares Global Clean Energy ETF (ICLN) | $15,001 - $50,000 | None (or less than $201) | |
3 | Vanguard High Dividend Yield Index Fund ETF Shares (VYM) | $100,001 - $250,000 | None (or less than $201) | |
4 | Vanguard Total Stock Market Index Fund ETF Class Shares (VTI) | $100,001 - $250,000 | None (or less than $201) | |
5 | Pennsylvania State Turnpike Commission, revenue bond | $50,001 - $100,000 | None (or less than $201) | |
6 | DWS Intermediate Tax-Free Fund Class A Shares (SZMAX) | $100,001 - $250,000 | None (or less than $201) | |
7 | Morgan Stanley Institutional Liquidity Funds (MSILF) Treasury Securities Portfolio (MSUXX) | $100,001 - $250,000 | None (or less than $201) | |
8 | U.S. bank #1 (cash savings) | $15,001 - $50,000 | Interest | $201 - $1,000 |
9 | U.S. bank #1 (cash checking) | $15,001 - $50,000 | Interest | $201 - $1,000 |
10 | Family trust |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Global Clean Energy ETF (ICLN) | Sale | 12/23/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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