Estimated Net Worth
- $101 K - $516 K
Salary
- Unknown
Employment
- 02/01/2022 - 11/01/2023
Departed Administration
- Yes
Post Appointment Role
- Director of Advocacy, Higher Education (Arnold Ventures)
Records
Financial Disclosure Details - OGE Form 278e (02/28/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | Washington, District of Columbia | Board Member and VP of Scholarships | Present | |
2 | San Francisco, California | Independent Contractor, Full- service Shopper | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | Roth IRA #1 | |||
1.1 | Vanguard Target Retirement 2050 Fund Investor Class Shares (VFIFX) | $50,001 - $100,000 | None (or less than $201) |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Vanguard Total Bond Market Index Fund ETF Shares (BND) | $1,001 - $15,000 | None (or less than $201) | |
2 | Vanguard Value Index Fund ETF Shares (VTV) | $1,001 - $15,000 | None (or less than $201) | |
3 | JPMorgan Equity Premium Income Fund Class I Shares (JEPIX) | $1,001 - $15,000 | None (or less than $201) | |
4 | Vanguard STAR Fund Investor Shares (VGSTX) | $15,001 - $50,000 | None (or less than $201) | |
5 | Worthy Peer Capital, Inc., bonds | $1,001 - $15,000 | Interest | $201 - $1,000 |
6 | U.S. bank #1 (cash) | $15,001 - $50,000 | None (or less than $201) | |
7 | SPDRNuveen Bloomberg Barclays Municipal Bond ETF (TFI) | $1,001 - $15,000 | None (or less than $201) | |
8 | Visa, Inc. (V) | $1,001 - $15,000 | None (or less than $201) | |
9 | Snap, Inc. (SNAP) | $1,001 - $15,000 | None (or less than $201) | |
10 | McDonald's Corp. (MCD) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
1 | Apple, Inc. (AAPL) option expiration 07/16/2021 | Purchase | 01/27/2021 | $1,001 - $15,000 |
2 | GameStop Corp. (GME) option expiration 03/19/2021 | Purchase | 01/27/2021 | $1,001 - $15,000 |
3 | PELOTON INTERACTIVE (PTON) | Sale | 02/22/2021 | $1,001 - $15,000 |
4 | FEDEX CORP (FDX) | Purchase | 02/16/2021 | $1,001 - $15,000 |
5 | GAMESTOP CORP (GME) | Sale | 02/05/2021 | $1,001 - $15,000 |
6 | FOLEY TRASIMENE ACQUISITION CLASS A (WPF) | Purchase | 03/15/2021 | $1,001 - $15,000 |
7 | FedEx Corporation (FDX) | Sale | 03/19/2021 | $1,001 - $15,000 |
8 | FedEx Corp. (FDX) | Sale | 03/19/2021 | $1,001 - $15,000 |
9 | Etsy, Inc. (ETSY) 06/18/2021 Put option | Purchase | 05/04/2021 | $1,001 - $15,000 |
10 | Etsy, Inc. (ETSY) 06/18/2021 Put option | Sale | 05/06/2021 | $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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