Observations
- Millionaire
Estimated Net Worth
- $1.1 M - $2.5 M
Salary
- $176 K
Records
Financial Disclosure Details - OGE Form 278e (04/25/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Boston, Massachusetts | Associate Vice President | 10/2021 | |
2 | Washington, District of Columbia | Navigator (volunteer) | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Jobs for the Future | Gross pay | $134,975 | |
2 | Roth IRA: | |||
2.1 | Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX) | $50,001 - $100,000 | None (or less than $201) | |
3 | Jobs for the Future, 403(b) plan: | |||
3.1 | TIAA-CREF Lifecycle 2045 Fund | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Boston, Massachusetts | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 1/2016 |
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 | Modern Technology Solutions, Inc. (Defense contracting) | salary and bonus | ||
2 | Rollover IRA: | |||
2.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $15,001 - $50,000 | None (or less than $201) | |
3 | Raytheon, defined benefit plan (value not readily ascertainable) | None (or less than $201) | ||
4 | Modern Technology Solutions, Inc., ESOP account | $250,001 - $500,000 | None (or less than $201) | |
5 | Roth IRA: | |||
5.1 | Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX) | $100,001 - $250,000 | None (or less than $201) | |
6 | Modern Technology Solutions, Inc., 401(k) plan: | |||
6.1 | Principal LifeTime Hybrid 2040 CIT | $500,001 - $1,000,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. credit union #1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
2 | U.S. savings bonds | $1,001 - $15,000 | None (or less than $201) | |
3 | DC College Savings Plan | |||
3.1 | DC College Savings 2031 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.2 | DC College Savings 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.3 | DC College Savings 2031 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
3.4 | DC College Savings 2034 Portfolio | $15,001 - $50,000 | None (or less than $201) | |
4 | U.S. bank #1 (cash) | $1,001 - $15,000 | None (or less than $201) | |
5 | U.S. savings bonds | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | American Express | $15,001 - $50,000 | 2021 | Revolving |
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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